There will be no bursting bubble, just a deflating balloon of high growth tech stock valuations returning to normal as factors that inflated them go away — Spoiler: the “Bubble” was a Balloon. And it's deflating. — Note: The below all seems fairly obvious, but given the amount …
At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B investment (Axios)
Axios:
At a press conference with Trump, TSMC CEO CC Wei says the company plans to inveDeepSeek founder Liang Wenfeng has become a superstar in China with tourism around his origin story, as DeepSeek proves an unexpected boon for President Xi (Richard Spencer/The Times)
Richard Spencer / The Times:
DeepSeek founder Liang Wenfeng has become a superstar in CCoreWeave's upcoming IPO in a soft IPO market serves as a bellwether for both the tech industry and how the public market perceives AI in the years ahead (Rachyl Jones/Semafor)
Rachyl Jones / Semafor:
CoreWeave's upcoming IPO in a soft IPO market serves as a bellwHugging Face co-founder Thomas Wolf: current AI development paradigms won't yield outside-the-box problem-solving that leads to true scientific breakthroughs (Kyle Wiggers/TechCrunch)
Kyle Wiggers / TechCrunch:
Hugging Face co-founder Thomas Wolf: current AI development Sources: the FTC moves ahead with an antitrust probe of Microsoft opened by Lina Khan, signaling that new Chair Andrew Ferguson prioritizes Big Tech scrutiny (Bloomberg)
Bloomberg:
Sources: the FTC moves ahead with an antitrust probe of Microsoft opened by As Japan copes with a labor shortage, its market for service robots, which assist people with tasks like waiting tables, is expected to almost triple by 2030 (Bloomberg)
Bloomberg:
As Japan copes with a labor shortage, its market for service robots, which a
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