Alpha Coverage #117
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[News] Robinhood gives out tokens of OpenAI and SpaceX. Stock hits record
Robinhood (NASDAQ:HOOD) unveiled U.S. stock and ETF tokens in the European Union, enabling eligible users to trade more than 200 tokenized stocks and ETFs, 24 hours a day, five days a week on the blockchain.
The company rolled out tokenized shares of OpenAI and SpaceX to users in Europe which stands out since neither company is publicly listed and access to their equity has historically been limited to insiders and ultra-wealthy investors.
This marks the first time Robinhood has tokenized private companies — a milestone made possible, in part, by the EU’s more flexible regulatory environment.
Regulatory hurdles — particularly accredited investor restrictions — remain a major barrier to bringing tokenized private equity to the U.S. market.
Stock tokens will initially be issued on the Ethereum layer-2 blockchain Arbitrum, Robinhood said. In the future, it added, tokenized stocks will be facilitated by HOOD's own layer 2 blockchain, based on Arbitrum.
In addition, EU customers will gain access to crypto perpetual futures with up to 3x leverage. This derivative offering will be rolled out in full by the end of the summer. Trades will be routed through Bitstamp, the crypto exchange that Robinhood (HOOD) bought for $200M in an all-cash deal.
Meanwhile, Robinhood (HOOD) is bringing crypto staking to U.S. customers -- starting with ether (ETH-USD) and solana (SOL-USD) -- to allow them to lock up their crypto to help run a blockchain and earn rewards in return.
Link to Seeking Alpha News Article - Jun. 30, 2025
Link to CNBC News Article - Jun. 30, 2025
AAPL 0.00%↑ GOOG 0.00%↑ #OpenAI #Anthropic
[News] Apple considers using OpenAI, Anthropic to power Siri upgrade: report
Apple (NASDAQ:AAPL) is reportedly weighing the benefits of using artificial intelligence models from Anthropic or the Microsoft-backed (MSFT) OpenAI to power its long-awaited upgrade to Siri, rather than leaning on an in-house model, according to Bloomberg.
The Cupertino-based company has asked the two startups to train versions of their AI models capable of running on Apple's cloud infrastructure for testing, the report said, citing people familiar with the issue.
Switching to an outside provider for AI could indicate Apple is having trouble developing its own generative AI technology, the report said. Apple already utilizes OpenAI's ChatGPT to enhance some of its Apple Intelligence features.
However, Apple's interest in using an outside company's model or models to run Siri is in an early stage, and the company is not near a final decision on the matter, the report said. Also, Apple has already approved a multibillion dollar budget to run its own AI models in the cloud starting next year.
Link to Seeking Alpha News Article - Jun. 30, 2025
[News] Trump renews feud with Musk, slams Tesla CEO over EV subsidies
The latest exchange marks another chapter in the ongoing feud between Musk and President Trump over the administration’s “Big Beautiful Bill” — a sweeping tax and spending proposal.
Musk has fiercely criticized the bill, warning that it would exacerbate the federal deficit and increase the national debt.
Elon Musk has threatened to unseat lawmakers who back President Donald Trump’s multi-trillion dollar tax bill, criticizing it for adding $3.3 trillion to the U.S. deficit.
In a separate post earlier, Musk, who spent around $290M backing Trump and other Republicans in the 2024 election, said that if “insane spending bill passes, the America Party will be formed the next day”.
Just hours after Musk floated the idea of a new political party if the “big, beautiful bill” passed, Trump fired back, claiming the Tesla CEO “may get more subsidy than any human in history” and hinted that DOGE — the government efficiency program Musk once led — should take a “good, hard look” at his companies.
On the South Lawn of the White House on Tuesday, the president told a reporter who asked if he would deport Mr. Musk: “I don’t know. We’ll have to take a look.”
Link to Seeking Alpha News Article - Jul. 01, 2025
Link to Seeking Alpha News Article - Jul. 01, 2025
Link to New York Times News Article - Jul. 01, 2025
[News] Planet Labs secures €240M satellite services deal by the German government
Through the agreement, Planet will provide dedicated capacity and direct downlink services on Pelican satellites over specific European regions. This deal also includes access to PlanetScope and SkySat data, along with AI-enabled solutions for enhanced situational awareness and maritime domain awareness.
This contract will leverage satellites already under development. Planet expects to begin recognizing revenue in January 2026, ramping up over several years.
Link to Seeking Alpha News Article - Jul. 01, 2025
SMH 0.00%↑ IGV 0.00%↑ BOTZ 0.00%↑ HUMN 0.00%↑ NLR 0.00%↑
[News] Ford CEO: AI will replace half of all white-collar workers in U.S.
Ford (NYSE:F) CEO Jim Farley believes that AI and new technologies have an asymmetric impact on the economy. "… that means a lot of things are helped a lot and a lot of things are hurt. AI will leave a lot of white-collar people behind."
Amazon (AMZN) CEO Andy Jassy told employees that efficiency gains from AI would likely reduce the company's workforce in the next few years.
Dario Amodei, CEO of Amazon (AMZN)-backed AI startup Anthropic, told Axios that AI could wipe out half of all entry-level white-collar jobs and spike unemployment to 10%-20% in the next 1-5 years.
Marianne Lake, head of JPMorgan's (JPM) consumer and community banking unit, said operations headcount could decline about 10% in the coming years amid growing AI adoption.
Meta (META) CEO Mark Zuckerberg in April predicted that most of the company's code could be written by AI in the next 12-18 months.
"AI is coming for your jobs," Micha Kaufman, CEO of freelance services marketplace Fiverr (FVRR) warned in April. "It does not matter if you are a programmer, designer, product manager, data scientist, lawyer, customer support rep, salesperson, or a finance person - AI is coming for you."
Link to Seeking Alpha News Article - Jul. 03, 2025
SPY 0.00%↑ QQQ 0.00%↑ DIA 0.00%↑ TLT 0.00%↑
[News] 'One Big Beautiful Bill' passes House, set for Trump's signature
All Democrats in the House voted against the legislation. The only Republicans who voted against the legislation were Thomas Massie and Brian Fitzpatrick.
The final vote was 218-214.
The Senate vote on the bill on July 1 was 51-50, with Vice President JD Vance casting the deciding vote. On the Republican side, Sens. Susan Collins, Rand Paul, and Thom Tillis were the only ones to oppose. All Democrats voted against it.
The bill contains $4.5T in tax cuts, but a Congressional Budget Office report said it will raise the deficit by $3.3T over the next 10 years. It will also cut $930B from Medicaid, Medicare, and Affordable Care Act programs over 10 years.
Solar and wind farms that enter service after 2027 would no longer be eligible for the credits. There is an exception, however, for projects that start construction within 12 months of the bill becoming law.
Link to Seeking Alpha News Article - Jul. 03, 2025
Link to CNBC News Article - Jul. 03, 2025
News, Facts, Analyst & Market Commentary - Short Reads:
GOOG 0.00%↑ NVDA 0.00%↑ #OpenAI
OpenAI said to have tapped Google for AI chips in a shift away from Nvidia
OpenAI has started using Google (NASDAQ:GOOG) (NASDAQ:GOOGL)-made AI chips to build its products, including ChatGPT, signaling its first significant move away from an exclusive reliance on Nvidia (NASDAQ:NVDA) chips, The Information reported.
The deal for GOOG’s tensor processing units (TPU) marks a supplier diversification for OpenAI, which has relied on NVDA chips in the past to train its AI models and for inference computing, a process where model execution takes place after the training is complete.
One of the biggest buyers of Nvidia's (NASDAQ:NVDA) graphics processing units ((GPUs)), the Sam Altman-led company expects Google’s (NASDAQ:GOOG) TPUs rented through Google Cloud will help it drive down costs related to inference, according to the report.
However, the Alphabet (NASDAQ:GOOG) unit is reportedly not renting the most powerful TPUs to OpenAI, signaling its plans to use its most advanced versions to power the company's internal projects, including its own Gemini large language model.
Link to Seeking Alpha News Article - Jun. 28, 2025
Indonesia plans to cut import red tape, pitches critical minerals investment to U.S.
Indonesia will ease import rules and restrictions on several goods, and has offered the U.S. the opportunity to jointly invest in a critical minerals project as the July 9 deadline for tariff negotiations approaches, Reuters reported.
Trade Minister Budi Santoso said curbs would be eased on goods in various categories including fertilizers, plastics and forestry. Officials did not specify if the moves, expected to go into effect in two months, are linked to tariff negotiations.
Meanwhile, Indonesia pitched a potential joint investment in a critical minerals project during tariff negotiations with the U.S..
Indonesia is the world's largest producer of nickel, a key component in electric vehicle batteries. "What we offer is investment in the EV ecosystem, related to nickel and other (materials)," said Airlangga Hartarto, coordinating minister of economic affairs, without disclosing further details.
Link to Seeking Alpha News Article - Jun. 30, 2025
Link to Reuters News Article - Jun. 30, 2025
Joby Aviation rallies after successfully completing a test flight in Dubai
Joby Aviation (NYSE:JOBY) announced on Monday that it achieved a historic milestone by successfully completing piloted vertical-takeoff-and-landing wingborne flights of its electric air taxi in Dubai. The development was said to mark the start of its commercial readiness in the region.
The achievement was noted to be a first in the eVTOL sector.
The company has secured exclusive rights to operate air taxis in Dubai for six years through a landmark agreement with Dubai’s Roads and Transport Authority.
The eVTOL company plans to launch commercial services connecting key locations such as Dubai International Airport, Palm Jumeirah, Dubai Marina, and Downtown Dubai, with vertiport construction already underway.
In addition, Joby (JOBY) aims to launch U.S. operations in Los Angeles and New York City in partnership with Delta Air Lines (DAL) and Uber Technologies (UBER), while continuing to build its international presence in markets like Dubai and Abu Dhabi.
Link to Seeking Alpha News Article - Jun. 30, 2025
GOOG 0.00%↑ AMZN 0.00%↑ #OpenAI
OpenAI's use of Google's TPUs represents 'significant endorsement': Morgan Stanley
"We view OpenAI as the most notable TPU customer to date, others include Apple (AAPL), Safe Superintelligence and Cohere, and this agreement would be a significant endorsement of GOOGL's AI infrastructure capabilities which have been in development for a decade," Nowak said. "This would also be the first time OpenAI has used non-NVIDIA chips in a meaningful way, particularly interesting given OpenAI would opt to use TPUs despite the fact that they will not have access to the most advanced versions, speaking again to GOOGL's leading position within the broader ASIC ecosystem."
Still, Morgan Stanley indicates that the limited availability of Nvidia's GPUs due to high demand, likely played a role in OpenAI's decision to utilize Google's TPUs. The investment firm also said OpenAI's decision is not a good look for Amazon Web Services (AMZN) and its Trainium custom silicon chips.
"With the OpenAI/GOOGL partnership (if confirmed), OpenAI would now be running AI workloads across most major cloud providers including Google Cloud, Azure, Oracle (ORCL) and CoreWeave (CRWV)…with AMZN the notable player missing from the list," Nowak noted.
Link to Seeking Alpha News Article - Jun. 30, 2025
Google to buy 200MW of fusion power from MIT's spinoff company
Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has signed an agreement with Commonwealth Fusion Systems to purchase 200 megawatts of carbon-free energy, according to an announcement from the tech giant on Monday.
The company said it has also made a second capital investment in the fusion power company, which was spun out from the Massachusetts Institute of Technology. The financial terms of the investment were not disclosed.
The power will be supplied to Google from CFS' first commercial plant, to be developed in Chesterfield, Virginia.
Link to Seeking Alpha News Article - Jun. 30, 2025
Nvidia, AMD in focus as European AI gigafactories likely to have 'at least' 3M GPUs: report
“Together they have now indicated plans to acquire at least 3 million latest generation of AI processors in total,” European Commission member Henna Virkkunen said at a press conference, according to the news outlet. Virkkunen, who is responsible for tech sovereignty, security and democracy, added that there were 76 submissions proposing to set up AI gigafactories in 16 states at 60 different sites across the European Union.
The proposals came from European and non-European companies alike, Virkkunen added.
Nvidia (NASDAQ:NVDA), headed by Jensen Huang, is the dominant maker of AI accelerators, with an estimated market share ranging between 70% and 95%, according to various research organizations. AMD (AMD), which is led by CEO Dr. Lisa Su, has a much smaller portion of the AI accelerator market.
In March, the E.C. announced that it would allocate $23B in funding towards four AI gigafactories across the E.U.
Link to Seeking Alpha News Article - Jun. 30, 2025
Netflix boosts its live programming slate with a new NASA feed
NASA announced on Monday that it will offer live programming on Netflix (NASDAQ:NFLX). Audiences now will have another option to stream rocket launches, astronaut spacewalks, mission coverage, and live views of Earth from the International Space Station.
Through the partnership, NASA expects that its work in science and exploration will become even more accessible, allowing the agency to increase engagement with and inspire a global audience in a modern media landscape. Notably, Netflix (NASDAQ:NFLX) has a global audience of more than 700 million people, which is a huge jump from the 12.4 million subscribers that Netflix (NFLX) has on its YouTube channel. NASA+ also remains available for free, with no ads, through the NASA app and on the agency’s website.
For Netflix (NFLX), the NASA partnership boosts the streamer's live programming options in a new direction. In the recent past, Netflix (NFLX) has streamed live comedy specials, award shows, special events, and sports action such as WWE Raw, boxing matches, and NFL football games.
Link to Seeking Alpha News Article - Jun. 30, 2025
American Battery Technology surges as Nevada lithium project chosen for fast-track permitting
American Battery Technology (NASDAQ:ABAT) +10.6% in Monday trading after saying its Tonopah Flats lithium project in Nevada was selected as a "transparency priority project" by the Trump administration.
The designation means Tonopah Flats is now featured on the FAST-41 permitting dashboard, which American Battery (NASDAQ:ABAT) said underscores the project's role in supporting U.S.-based critical mineral production; it is one of three new projects the Trump administration has added to the FAST-41 permitting dashboard.
Tonopah Flats encompasses one of the largest identified claystone resource deposits in the U.S., and has "the foundation to play a pivotal role in addressing the nation's growing needs for onshoring battery-grade lithium," the company said.
The project also has received a competitive $58M grant to support the construction of the first phase by the U.S. Department of Energy, and the company received a letter of interest from the Export-Import Bank of the United State in April to provide a $900M loan to support the subsequent expansion of the commercial-scale lithium mine and refinery.
Link to Seeking Alpha News Article - Jun. 30, 2025
GLD 0.00%↑ KGC 0.00%↑ AEM 0.00%↑
Texas authorizes use of gold and silver as legal tender for day-to-day transactions
Texas Governor Greg Abbott said Sunday he signed a bill into law that designates gold and silver as legal tender for everyday financial transactions within the state.
The bill, expected to take effect in May 2027, amends the state government code to recognize the precious metals as legal tender and for residents to use them in everyday transactions based on the state comptroller's determined value at the time.
Under the new law, the comptroller's office will contract with a debit card provider to facilitate transactions; Texans will be able to deposit gold or silver into their accounts, and the debit card will convert those holdings into dollar amounts at the point of sale.
While specific details such as transaction fees and merchant participation are still being developed, the system is envisioned to function much like a standard debit card.
Link to Seeking Alpha News Article - Jun. 30, 2025
FSLR 0.00%↑ NXT 0.00%↑ ENPH 0.00%↑ ARRY 0.00%↑ TAN 0.00%↑
Renewables industry reels as Senate megabill unveils new excise tax
The latest version of the Senate’s tax and spending package, released late Friday, significantly tightens eligibility for clean energy incentives.
Under the new terms, wind and solar projects must be fully operational by the end of 2027 to qualify, replacing the earlier, more lenient requirement that only mandated construction begin by the end of 2025.
The Senate version also adds a new tax on these projects if they cannot prove their products are made without Chinese parts.
Republican Senator Joni Ernst has introduced an amendment to the U.S. Senate's tax and spending megabill that, amongst other things, would remove the proposed new tax on wind and solar projects that start after 2027 and make the credits available based on projects' construction start date instead of when they enter service.
Tesla (TSLA) Chief Executive Elon Musk, reacting on social media, called the proposal “utterly insane and destructive,” arguing that it favors legacy industries at the expense of emerging ones.
First Solar (FSLR), which is seen benefiting from the tax on companies using Chinese-made equipment, +7.8%, as Baird analyst Ben Kallo said the tax on companies using Chinese components is "good for domestic producers such as First Solar," although the measure would "shrink the pipeline" of projects.
Link to Seeking Alpha News Article - Jun. 30, 2025
Link to Seeking Alpha News Article - Jun. 30, 2025
Link to Seeking Alpha News Article - Jun. 30, 2025
Link to Reuters News Article - Jun. 30, 2025
Link to Bloomberg News Article - Jun. 30, 2025
FSLR 0.00%↑ NXT 0.00%↑ ENPH 0.00%↑ ARRY 0.00%↑ TAN 0.00%↑
Solar names jump as Senate passes 'Big Beautiful Bill' without excise tax on wind, solar projects
Solar stocks jump in Tuesday's trading after the U.S. Senate passed the latest version of President Trump's tax and spending legislation following days of tense negotiations, as Republicans removed a last-minute excise tax on wind and solar projects that contributed to big declines in several solar stocks on Monday.
The proposed tax was supported by some U.S. manufacturers who said the country needs to wean clean energy supply chains away from China. but it caused alarm from renewable developers who said it could raise costs for solar and wind farms that still rely on some foreign components and supply chains dominated by China.
The House, which barely passed its own version of the bill, now must vote on the Senate's substantial changes to the package, which promises to be a difficult task given that some Republican lawmakers have expressed continued concerns over the bill's impact on the federal deficit.
Link to Seeking Alpha News Article - Jul. 01, 2025
Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June
In Denmark, Tesla registrations fell 61.57% year-over-year in June to 1,282 vehicles, according to figures released Tuesday by Mobility Denmark. This marks one of the steepest monthly declines for the EV maker in the country, where it had previously enjoyed strong momentum.
Tesla's registrations in Sweden fell 64.4% in June from a year earlier.
Link to Seeking Alpha News Article - Jul. 01, 2025
AI workers said to take on more tasks at banks
Bank of New York Mellon (NYSE:BK) employs dozens of AI employees that work autonomously in coding and payment instruction validation, with the aim of expanding beyond these areas someday.
For example, a digital engineer can identify a vulnerability in the company's systems, write new code to fix it, and then seek approval for the patch from a human manager.
Derek Waldron, analytics chief at JPMorgan Chase (NYSE:JPM), sees a future where every employee will have an AI assistant and every client experience will have an AI concierge.
Link to Seeking Alpha News Article - Jul. 01, 2025
Amazon robots may soon outnumber humans in its warehouses
Around 75% of the company's global deliveries are now assisted in some way by robotics.
According to a Wall Street Journal analysis, the average number of workers per Amazon (NASDAQ:AMZN) facility last year - around 670 - was the lowest recorded in the past 16 years.
Meanwhile, WSJ found that the number of packages shipped per employee each year increased since at least 2015 to about 3,870 from around 175, indicating productivity gains.
Link to Seeking Alpha News Article - Jul. 01, 2025
Atai rises as psychedelic drug succeeds in mid-stage trial for depression
Shares of atai Life Sciences (NASDAQ:ATAI) traded higher in the premarket on Tuesday after the company and its partner, Beckley Psytech Limited, said their jointly developed psychedelic drug BPL-003 succeeded in a mid-stage trial against depression.
The experimental therapy at a single 12 mg dose led to a statistically significant reduction in depressive symptoms at Day 29, according to a clinical measure known as the Montgomery-Åsberg Depression Rating Scale (MADRS).
As for secondary goals, a single 8 mg dose of BPL-003 caused significant improvement at Day 29 with a statistically significant effect in terms of MADRS.
The companies noted the achievement of statistically significant improvements in MADRS scores as early as one day in response to both 8 mg and 12 mg doses as early as Day One post-dosing, with effects generally lasting nearly two months.
While BPL-003 was well tolerated among patients at all doses, atai and Beckley Psytech said that the results back the 8 mg dose’s potential to reach late-stage development, and they plan to discuss with the FDA in the coming months regarding a Phase 3 design for the drug in TRD.
Link to Seeking Alpha News Article - Jul. 01, 2025
GOOG 0.00%↑ NVDA 0.00%↑ #OpenAI
OpenAI says no plans to use Google's self-developed chips: Reuters
A spokesperson for OpenAI told the news agency that OpenAI is in early testing with some of Google's TPUs, but it has no plans to deploy them at scale right now, the report added.
OpenAI is actively using Nvidia's graphics processing units, or GPUs, and AMD's (NASDAQ:AMD) AI chips to power its growing demand, the report noted.
Link to Seeking Alpha News Article - Jul. 01, 2025
Coupang looks to become a major player in AI cloud computing services
It was highlighted by Coupang (NYSE:CPNG) that over the years it has extensively utilized its AI computing infrastructure to enhance its services and operations and also provides GPU-as-a-Service (GPUaaS), including to external parties.
Analysts have noted that Coupang's (CPNG) participation in government-led GPU infrastructure projects signals its ambitions to become a significant cloud service provider, beyond its core e-commerce business.
Link to Seeking Alpha News Article - Jul. 02, 2025
Tesla gains after Q2 deliveries tally is not as low as feared
Tesla (NASDAQ:TSLA) announced that it delivered 384,122 vehicles in Q2 to miss the consensus estimate of 389K vehicles. The electric vehicle giant produced 410,244 vehicles during the quarter.
The tally was an improvement from the 336,681 vehicles the Austin-based company delivered in Q1, but well below the 443,956 vehicles for the same quarter a year ago.
The quarterly deliveries record for Tesla (NASDAQ:TSLA) is 495,570 units, achieved in Q4 of 2024.
Tesla (NASDAQ:TSLA) is also facing mounting pressure in Europe, with registrations in Denmark and Sweden down over 60% last month.
Tesla's (NASDAQ:TSLA) China-made electric vehicle sales rose 0.8% year-over-year in June to 71,599 units, ending an eight-month decline.
Deliveries of its Shanghai-made Model 3 and Model Y vehicles, including domestic sales and exports to Europe and other markets, climbed 16.1% from May, Reuters reported, citing data from the China Passenger Car Association (CPCA).
Link to Seeking Alpha News Article - Jul. 02, 2025
Link to Seeking Alpha News Article - Jul. 02, 2025
Intuitive wins EU nod for da Vinci 5 robotic surgical system
Intuitive Surgical (Nasdaq: NASDAQ:ISRG) has announced that its da Vinci 5 surgical robotic system has received CE mark approval in Europe.
The da Vinci 5 system is now approved for both adult and pediatric patients in Europe.
Link to Seeking Alpha News Article - Jul. 02, 2025
U.S. inks trade deal with Vietnam
As per the terms of the deal, Vietnam will pay the U.S. a 20% tariff on any and all goods exported to the latter and a 40% tariff on any transshipping.
As part of the deal, the U.S. will be able to sell its products into Vietnam at zero tariff, Trump said.
Apple, Google and Meta are some of the US tech companies that have exposure to Vietnam.
Link to Seeking Alpha News Article - Jul. 02, 2025
Link to Seeking Alpha News Article - Jul. 02, 2025
Archer Aviation begins test flights in Abu Dhabi - updated
Archer Aviation (NYSE:ACHR) successfully tested its Midnight electric vehicle take-off and landing ((eVTOL)) aircraft at the Al Bateen Executive Airport in Abu Dhabi, an important step for its commercial deployment in the United Arab Emirates and larger expansion across the Middle East.
The Midnight aircraft completed a successful remote vertical take-off and landings in an environment of high temperatures, humidity, and dust exposure.
"Testing our aircraft in actual operating conditions in the middle of summer provides us with the data we need to progress our commercial and certification efforts both in the UAE and in the U.S," said Adam Goldstein, CEO of Archer Aviation.
Link to Seeking Alpha News Article - Jul. 02, 2025
Synopsys and Cadence cleared to resume chip design software exports to China
In a significant development for U.S.-China trade agreement, the U.S. has lifted some export controls on chip design software sales in China, previously imposed in May, owing to a rare earths dispute that required licenses for certain tools and chemicals.
According to an earlier Bloomberg report, the U.S. Commerce Department notified leading chip design software firms — Synopsys, Cadence Design Systems, and Siemens — that government approval is no longer required for their business in China.
Link to Seeking Alpha News Article - Jul. 03, 2025
Google releases new AI video generation model worldwide
Google's (NASDAQ:GOOG)(NASDAQ:GOOGL) latest artificial intelligence-powered video generation model, Veo 3, is now available to Gemini users in 159 countries.
Veo 3 allows users to generate up to 8-second videos with audio using text prompts. Woodward said they are still working on photo to video generations, but he expects that feature to be ready soon.
Link to Seeking Alpha News Article - Jul. 03, 2025
Link to Google Flow
YouTube:
[YouTube/FreeThink] 2025: The end of our world as we know it | Peter Leyden
"We're living in an extraordinary moment in history. We are at a moment here in 2025 where we have world historic game-changing technologies now starting to scale."
For a while now I have believed that big changes are happening, historic changes, changes that happen less than once a decade, changes that will reshape our lives going forward. This video does a good job of putting some framework around the changes we are going through which helps us better understand the changes we are going through.
Link to Full Video (15:08 Mins) - Jun 30, 2025
Disclosure: We own positions in some/all of the tickers mentioned in this article.
