Current stock prices will look incredibly cheap once every single AI-related company raises EPS guidance over the next few weeks. It's crucial to remember that the current market choppiness is mainly due to macro...not because the AI trade is "broken".

Currently most robotaxi fleets still grow by converting cars originally built for human drivers. Tesla is taking a harder bet: building a car with no steering wheel or pedals, then scaling it to hundreds of vehicles on public roads Tesla just registered 30 more Cybercabs in Texas. The purpose-built count is now 349, with 180 added in the past week. Model Y registrations stayed flat at 420. And more than 300 Cybercabs are already serving Austin So this isn’t just about testing the idea anymore. Tesla is scaling a car that only works when nobody is driving

Current and former employees say TikTok US still coordinates closely with the global TikTok org, and US staff continue to use ByteDance's internal chat app Lark (@sylviavarnham / Politico) (Visit Techmeme dot com for the link and full context!)

Currently this is just an InferenceX Preview submission, though we are excited for the full public vLLM Rubin NVL72 InferenceX submission coming soon! Excited for @sgl_project Rubin NVL72 submission coming soon too! Great work to NVIDIA, vLLM, Inferact, the Ex-CentML folks now at NVIDIA, Nick Comly, Xin Li, Alex Sette, Kedar Potdar and team for this amazing work! Link to Dashboard: