All-Weather Media

Latest

A Wake-Up Call: Nvidia’s Reappraisal of OpenAI—Why Microsoft Should Be the Most Concerned

A Wake-Up Call: Nvidia’s Reappraisal of OpenAI—Why Microsoft Should Be the Most Concerned

Nvidia, OpenAI, and Microsoft form an AI collaboration chain, which is showing signs of loosening due to differences in "execution" and "business discipline." On Wednesday, Bloomberg technology writer Parmy Olson stated in her latest column that Jensen Huang’s hesitation towards OpenAI is not just a

Will Walsh trigger the next financial crisis?

Will Walsh trigger the next financial crisis?

Martin Wolf, chief economics commentator at the UK’s Financial Times, has just published a highly cautionary article focusing on Kevin Warsh, who may soon take the helm of the US Federal Reserve. The headline bluntly asks: What exactly are we seeing when we interpret the "Warsh era Fed&

Valuation exceeds $100 billion! JPMorgan covers Waymo for the first time: predicts order volume will surpass 277 million by 2030, with a CAGR as high as 79%.

Valuation exceeds $100 billion! JPMorgan covers Waymo for the first time: predicts order volume will surpass 277 million by 2030, with a CAGR as high as 79%.

JPMorgan Chase has released its first Waymo valuation model, forecasting explosive growth for the autonomous driving company under Alphabet over the next five years. The bank predicts Waymo’s annual order volume will soar from 15 million in 2025 to 277 million by 2030, with a compound annual growth rate

OpenAI Codex evolves further: reasoning speed increased by 40%, significantly reducing programming latency

OpenAI Codex evolves further: reasoning speed increased by 40%, significantly reducing programming latency

``` OpenAI is accelerating the upgrade of its AI programming ecosystem, attempting to regain market influence from strong rivals such as Anthropic. The official OpenAI developer account announced today that its core programming tool Codex has undergone a major upgrade. OpenAI has not only launched a standalone desktop application, but also

Investors think the valuation is too high! Tether cuts its fundraising target from $20 billion to $5 billion—has the stablecoin leader also "admitted defeat"?

Investors think the valuation is too high! Tether cuts its fundraising target from $20 billion to $5 billion—has the stablecoin leader also "admitted defeat"?

Tether, the world's largest stablecoin issuer, has faced investor pushback on its $500 billion valuation target and has since significantly lowered its anticipated funding size. Tether originally planned to raise $15 to $20 billion, but its advisers are now considering dropping the amount to as low as $5

From traffic redirection to banning, this is not Tencent’s "predetermined script."

From traffic redirection to banning, this is not Tencent’s "predetermined script."

Songhe/Text From the beginning of the month when the Yuanbao red packet links spread crazily in major WeChat groups and Moments, to now when WeChat officially announced a ban on external links redirecting to Yuanbao, the entire process took just four days. For the first time, the divergence and

The photovoltaic sector is booming—did Musk place an order?

The photovoltaic sector is booming—did Musk place an order?

February 4th, the A-share photovoltaic sector had a strong surge, with the space photovoltaic concept leading the gains. JinkoSolar's stock shot up 20% to hit the daily limit, while Zherun New Energy, Zhonglai Shares, and Yamarton also hit their limits, and Haitai New Energy rose over 9%. The