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RTN: is Embodied AI turning the corner?
new Apple hardware, ARM pops, Nvidia spending spree
Sep 17
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Sam Cash
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RTN: is Embodied AI turning the corner?
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🔥RTN: trouble for Germany's automakers?
+ a new tech city for billionaires, Anduril release, UFO sightings
Sep 10
•
Sam Cash
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🔥RTN: trouble for Germany's automakers?
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🔥RTN: non-consensus investing in energy
+ Ukraine's use of open source tech, Tesla co-founder raises $1bn, battery storage for NYC
Sep 4
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Sam Cash
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🔥RTN: non-consensus investing in energy
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🔥RTN23 : ARM and NVIDIA get that money
+ IPO window reopening, nanomaterials, Nvidia earnings, Industrial Policy
Aug 28
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Sam Cash
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🔥RTN23 : ARM and NVIDIA get that money
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🔥RTN22: the battle for battery standards
+ humanoid robots, SPACs, industrial policy and new Nvidia partnership
Aug 21
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Sam Cash
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🔥RTN22: the battle for battery standards
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🔥RTN21: open-source geo-engineering & climate complexity
+ Rivian Q2 earnings, climate chaos, France's Nuclear strategy
Aug 14
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Sam Cash
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🔥RTN21: open-source geo-engineering & climate complexity
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🔥RTN20: From Big Data to Big Lender
SunRun earnings, DeepMind's new robotic model, new Tesla acquisition
Aug 7
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Sam Cash
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🔥RTN20: From Big Data to Big Lender
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🔥RTN19: "Hardware at software speed"
+ a new superconductor(?), aviation fuels, electric planes and simulation
Jul 30
•
Sam Cash
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🔥RTN19: "Hardware at software speed"
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