Andrade
@keithrandrade
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📊 Founder of Morning Byte (AI Market Analysis tool). Sharing AI insights and market trends. 8+ years in SaaS Sales and RevOps. NYC & Asbury 🇺🇸
New York, NY
Joined June 2011
SoftBank ditched $5.8B in Nvidia to buy chips and bet on bleeding OpenAI, but the real gamble isn't what they bought, it's what they sold. Look at the last image.
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Trump orders DOE to build massive AI platform for science, yet private companies and universities can join the mission under clear data-sharing rules. 270 day scope. Time will tell.
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AI is killing knowledge jobs faster than expected, yet that might force economies to stop chasing endless consumption and start valuing outcomes like health and creativity instead. Hard to tell though. Time will tell.
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OpenAI CPO, Kevin Weil: AI progress is so fast that looking back even 12 months now feels embarrassing The Turing Test was passed and instantly forgotten, and software engineering has fundamentally shifted The next 12 months will bring profound changes to the physical and life
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Anyone arguing that the AI cycle is slowing needs to explain how $NVDA goes from a few billion to ~$50B in quarterly revenue in a straight line & somehow that represents maturity rather than the early innings of an industrial buildout.
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BEZOS drops $6.2 billion on secretive AI startup that learns from real experiments. While everyone debates ChatGPT, Jeff Bezos quietly launched Project Prometheus with $6.2 billion in funding, more than triple of any AI competitor. Bytes: • 100 researchers recruited from top
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Digital faith apps surge 40% as mental health crisis deepens. Will insurance companies pivot? While social media destroys mental health, smart money is flowing into digital spirituality platforms that are quietly becoming the new therapy. The meditation and faith-based app
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MUSK sues APPLE and OPENAI claiming they rigged the AI market against his Grok chatbot Elon Musk filed a Texas lawsuit alleging Apple and OpenAI created an anti-competitive partnership that buries his AI chatbot Grok in App Store rankings, despite Grok's 4.9-star rating from 1
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Magnificent 7 companies now control 37% of the entire stock market Seven tech giants (Apple, Microsoft, Google, Amazon, Meta, Tesla, Nvidia) have quietly grabbed more than a third of America's stock market value, creating the most concentrated wealth structure in modern history.
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OPENAI launches group chat feature that lets teams plan with AI Bytes below. • Group chats work across all plan types (Free, Plus, Pro) and automatically upgrade AI responses based on conversation needs • Privacy-by-design keeps your personal AI conversations isolated from
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GOOGLE sues massive SMS scam network stealing from 1 million victims! Full byte below. Google just took down the "Smishing Triad" - a criminal empire using fake texts to steal your data and money. But this isn't just another cybercrime story. This organized network had 2,500
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MICROSOFT absorbs OpenAI's secret chip designs to dominate AI hardware Microsoft just announced it's integrating OpenAI's custom AI chip technology directly into its own systems, giving the tech giant a massive competitive edge in the AI hardware race. CEO Satya Nadella revealed
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"The S&P 500 has turned into an AI index," per CNBC
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🔥 AI stocks just hit 13x gains… but something feels off since some economists are suggesting a bubble. Nvidia’s run since early 2023 has traders feeling déjà vu. Microsoft is up 2.1x. Google is up 3.2x. All sprinting past the S&P 500’s modest 1.8x. It’s the same setup we’ve
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OpenAI CEO Sam Altman quietly visited Taiwan in September, meeting with TSMC and Foxconn to reduce dependence on Nvidia. The plan? Build 5 massive AI data centers under the Stargate Project — 3 with Oracle, 2 with SoftBank — and design custom chips using TSMC’s new 3nm tech.
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OPENAI secretly visits Taiwan to break free from Nvidia's chip control
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GOOGLE drops €5.5 billion on Germany's AI infrastructure • Construction workers and AI specialists will see 20-30% wage premiums in Berlin, Frankfurt, and Munich starting 2025 • Property values near Google facilities will surge 15-25%, following San Francisco's displacement
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