3 dead 8 cases confirmed mortality rate: 30-40% the hantavirus, explained 👇 > dutch cruise leaves to argentina Apr 1 > strain is rare, but spreads human-to-human > likely source: a dutch couple's birdwatching trip in argentina, before boarding should you be worried? > global spread risk low according to @WHO > not COVID 2.0. > strain is deadly but spreads badly > tracing live in 8+ countries

AI-powered business now 50% of Baidu revenues, cloud growing at 30-40%. This will soon become a growth stock again, and heavily exposed to AI (cloud, AI apps, ASICs, robotaxis,..). Stock still only on 13x forward PE (Goldman est). I'm still long (holding shares in HK given US might delist Chinese names at some stage) and going to add further here given attractive risk-reward. From Goldman:

BREAKING: Impulse Space Raises $500M Series D Reaching $1+ Billion in Total Funding to Build In-Space Mobility Infrastructure aka "Move Things in Space" Full interview w/ President & COO Eric Romo (@_Eric_Romo) (SpaceX Employee #13#) Founder & CEO Tom Mueller (@lrocket) (SpaceX Employee #1#): "We're building more than spacecraft: we're building the economic & technical engine that will power humanity's expansion into space. From Earth orbit to the Moon & beyond, the ability to move quickly, precisely, & affordably on orbit is the fundamental capability that will unlock a true space age." We cover: → The $500M raise → Mira: precision maneuvering → Helios: same-day delivery → Caravan: GEO rideshare → Commercial vs defense → Space Force demand → SpaceX origins → Hiring 200+ roles The Series D was co-led by @137ventures & BANNER VC. Additional participating investors include Founder’s Fund, Lux Capital, & Linse Capital. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Eric Romo, President & COO at Impulse Space (00:58) Fueling the next phase with a $500M Series D (04:30) Crossing the $1B funding mark (06:00) The freedom to execute (07:09) Why startups d*e from indigestion (08:30) Building beyond SpaceX (13:32) How defense became the real opportunity (16:19) Impulse’s product stack: Mira, Helios & Caravan (23:43) The economics of urgency (26:23) "Closer to a fighter jet than a tugboat" (30:40) The new era of space defense (37:33) The SpaceX DNA at Impulse (38:27) The biggest lesson from SpaceX (44:23) Hiring world class engineers (45:38) If not COO, then what? (46:43) The road to first Helios launch

I sat down with Hut 8 CEO @ashergenoot to discuss how he built a $12 billion company by embracing AI data centers and bitcoin mining. This conversation is packed with unique, nuanced insights into an industry that everyone is obsessed with right now. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:45 - Bitcoin mining to AI: the transition 3:09 - Data centers & community pushback 8:52 - Co-location & energy campuses 11:42 - Mega sites vs. smaller urban campuses 13:08 - Hardware innovation inside the data center 17:15 - How Hut 8 lands billion-dollar contracts 20:01 - The River Bend financing structure 24:19 - Build vs. acquire strategy 25:18 - Bottlenecks slowing AI buildout 27:36 - What keeps Asher up at night 30:40 - American Bitcoin update $HUT