Signal Iduna is redefining insurance in Germany with Gemini Enterprise. Its Health Agent automatically verifies coverage against a century of complex policy data—driving a 400% surge in weekly users and providing answers 37% faster.

Signal Iduna is redefining insurance in Germany with Gemini Enterprise. Its Health Agent automatically verifies coverage against a century of complex policy data—driving a 400% surge in weekly users and providing answers 37% faster.

09903 HK Iluvatar CoreX → Nvidia's CEO says its China market share has effectively fallen to zero. That vacuum is now being filled — and Iluvatar CoreX is stepping into it. ByteDance is reportedly in talks to buy at least 50,000 of its chips this year, mostly for inference to power Doubao. If it lands, Iluvatar becomes ByteDance's third domestic GPU supplier, though neither side has confirmed it. Shares jumped 12% on the report. The case underneath the headline: — One of the few Chinese designers shipping both training and inference lines at volume — 2025 revenue ¥1.03B, +92% YoY; Huatai sees ¥3.04B this year on 100K+ units shipped The counterweight: still lossmaking, with a TTM P/S near 116x — above Cambricon and well above the HK semis average. A post-IPO lockup unlocks in early July, adding supply into a sentiment-driven rally. For informational purposes only. Not investment advice.

I loved my conversation with Ilana Golan on The Leap Academy Podcast! I joined Ilana and broke down how to spot world-changing ideas before they make sense, why most people miss their biggest opportunities, and how listening to your gut can be more powerful than logic alone. I shared the lessons behind massive wins like Hotmail, painful misses like Netflix, and the mindset required to navigate uncertainty, fear, and reinvention. Listen here:

Exclusive: Chinese technology company ByteDance is in talks with Shanghai-based Iluvatar CoreX to purchase AI chips for inference work and is also considering a similar deal with Baidu