Wow, guy who has half his net worth invested in $SPCX says only SpaceX will survive. Who would’ve thought… People need to stop taking everything Elon says as gospel, frankly. Too many people worship him as if he’s Nostradamus. Elon has motivation to say this. If it’s not clear to you why he’s been on a FUD tirade against every company except his own, then you are being gullible and taken for a ride on the Elon experience. I am a massive $TSLA bull as many know. But, I am not oblivious to his business tactics. I have seen him say thousands of these types of statements re; EVs as well, and let me tell you, he is often very wrong. Never bet against Elon, but also don’t bet against what HE is betting against. $SPCX is going to do very well. Of course he will say this. He needs this to be true so he can ensure he survives. But, not every neocloud is going to be left for dead. $NBIS for example has managed a great balance sheet. By the way, neolabs and neoclouds are not the same.

BREAKING: $INTC Intel & $AMD are collaborating to simplify AI development on x86 CPUs via PyTorch. At a recent Open Compute Project panel, Intel confirmed they’re merging oneDNN and AMD’s ZenDNN under a single API so there’s only one upstream path into PyTorch. They’re also jointly advancing the ACE matrix extensions for consistent AI acceleration across both vendors’ CPUs. This reduces fragmentation for developers and improves CPU options for edge and latency-sensitive workloads. Hardware support for ACE is expected later this decade.

$INTC Intel CTO, Pushkar Ranade's interview highlights (from Intel's 50th Anniversary press in Japan): Some quotes I liked a lot - Optimistic in the near and long-term future of Intel: On 18A: "...We are shipping a large number of products using our latest '18A' process, and we will be shipping even more products using 18A in the coming months. On 14A: In parallel with this, we are also developing '14A,' the next-generation process that aligns with semiconductor scaling laws. Development of 14A is progressing smoothly, and we will be ready to apply it to mass production in 2028-2029," On ASICs: "A new pillar of this foundry business is its purpose-built silicon business, which involves custom designing AI accelerators and other components according to customer requests." Ranade stated, "In this way, we have added two new businesses: custom-designed silicon and AI accelerators." On Memory: "Memory is no longer a commodity, but is becoming a very important component of computing." On Intel's Culture Change: "Over the past year, we have made many changes to the organization and product roadmap, and many cultural changes have begun to occur, and we are seeing results. We are very optimistic about that." See below post from @Alex_Intel_ - lots of great statements from Pushkar:

JUST IN: $INTC Intel announces first $GOOGL Googlebook devices powered by Intel Core Ultra Series 3 processors (Panther Lake) Googlebook is officially out for pre-order today. Google’s new premium laptop line starts at $899, ships October 4 in the US (Oct 5 elsewhere), and comes from Acer, ASUS, Dell, HP, and Lenovo. It’s not a Chromebook. These run an Android-based OS with Gemini built in, with Magic Pointer, phone apps/files on the laptop, native Play Store apps, and up to 10 years of updates. Intel Core Ultra Series 3 and Snapdragon X Elite power the first models. Every unit includes a year of Google AI Pro. "Googlebook represents the best of what a deep engineering partnership can achieve, bringing together the strengths of Intel, Google and our ecosystem partners Acer, ASUS and Lenovo to create something truly compelling for consumers. By combining Google's innovative experiences with Intel's latest advances in performance, AI and connectivity, Intel-powered Googlebook laptops delivers a premium experience that helps people do more, create more and stay connected wherever they are." - David Feng, Intel Vice President, CCPG; General Manager, Client Business Group

I'd rate current Intel selloff as slightly less dumb, everything is selling off However Intels yield turnaround and Foundry design wins have only increased I would take Keybanc report of customers VERY seriously 😉 Intel Foundry is free given current Intel products EPS $INTC