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BSD

@BuySideDesign

Brand, intelligence + strategy for funds, asset managers, fintech. We ❤️ charts and sketching. #Finance native #AI accelerated. By @RMBrenna. Notes, not advice.

 California, USA
buysidedesign.com
Joined May 2013
  • Tweets2.1K
  • Following673
  • Followers387
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Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)Photo by BSD (@BuySideDesign)
Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake on.wsj.com/3TwIKXy
Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake

Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake

The company said its marketable equity securities include $80 billion in short-term restricted shares and $14.1 billion restricted through 2027.

wsj.com
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*ANTHROPIC IS SAID TO PLAN IPO INVESTOR MEETINGS IN COMING WEEKS
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Scientists have created a synthetic cell that can eat, grow and reproduce. The lab-made cell, called SpudCell, could help researchers better understand the basic building blocks of life. nyti.ms/4y17BTb
Scientists Made a Cell With Most of the Hallmarks of Life. Here’s What to Know.

Scientists Made a Cell With Most of the Hallmarks of Life. Here’s What to Know.

From why it was created to whether it’s alive, here’s what to know about SpudCell, the latest advance in synthetic biology.

nytimes.com
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SpaceX has developed a prototype for a handset-like device designed to reshape how humans interact with artificial intelligence: WSJ The prototype features a sleek design that is slimmer than an iPhone; it was shown to some investors and other stakeholders ahead of the company’s IPO The prototype was designed to run on a proprietary operating system and integrate AI technology from SpaceX’s xAI. The device would use a Qualcomm Snapdragon chipset
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Today, we’re launching our home robot Isaac 1. Isaac 1 deliveries will begin this fall. Order yours below.
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BSD retweeted
Forbes (@Forbes) profile picture
Forbes
@ForbesJul 1
Palantir Billionaire Alex Karp Calls AI Industry ‘Effing Insane’ In Heated Interview go.forbes.com/P_e16o
Image from Forbes (@Forbes)
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The reason why both Google and Anthropic signed only 90 day contracts with SpaceX is because despite all the bluster, that is as much visibility into compute demand the hyperscalers have
Readers added context they thought people might want to know
Google and Anthropic signed multi-year compute agreements with SpaceX through 2029 that include 90-day termination notices after an initial period, not "only 90 day contracts." SpaceX requested the short-term structure for Anthropic's deal, contrary to the post's claim. sec.gov/Archives/edgar… sec.gov/Archives/edgar… x.com/elonmusk/statu…
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Wall Street is betting big on AI. But if every bank, hedge fund and adviser uses similar models, does anyone still have an edge? New research explores how AI could reshape investing. bloomberg.com/news/newslette…
AI, Forging New Risks, Isn’t a Market Wizard After All

AI, Forging New Risks, Isn’t a Market Wizard After All

More studies are trying to answer the question: what if everyone uses the same AI tool?

bloomberg.com
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Woke up early today to use Fable 5 but it’s not enabled yet 😫
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Hedgeye (@Hedgeye) profile picture
Hedgeye
@HedgeyeJul 1
BREAKING: Meta is spending close to $50,000/year per employee on AI tokens.
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The “Father of the Internet” is finally retiring techcrunch.com/2026/06/30/th…
The 'Father of the Internet' is finally retiring | TechCrunch

The 'Father of the Internet' is finally retiring | TechCrunch

Vinton Cerf, one of the creators of the protocols underlying the internet, will step down as Google's chief internet evangelist next week.

techcrunch.com
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We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5. We'll begin restoring access tomorrow, and will share an update soon. We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.
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F.03 has arrived at BMW
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Inflation called. Can your portfolio answer? spr.ly/6019BDIDTJ
Blue line chart depicting the trailing 12-month brent crude oil spot price from July 2025 through June 2026.

ALT Blue line chart depicting the trailing 12-month brent crude oil spot price from July 2025 through June 2026.

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Millennium Management is setting up an AI laboratory to expand the development and application of cutting-edge technologies at the firm. bloomberg.com/news/articles/…
Millennium Builds AI Lab in Push for Cutting-Edge Products

Millennium Builds AI Lab in Push for Cutting-Edge Products

Millennium Management is setting up an artificial intelligence laboratory to expand the development and application of cutting-edge technologies at the firm.

bloomberg.com
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BSD retweeted
Reuters (@Reuters) profile picture
Reuters
@ReutersJun 29
Copper prices hit record highs above $14,000 a metric ton as demand from AI data centers grows, with investors eyeing it as a new AI-linked trade and a good hedge against inflation

Sectors Up Close: Not enough copper to meet AI demand - Markets

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Claude’s Anthropic to be used in California’s state and local government agencies
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Steelmakers are warning of a high-stakes competition from data centers for electricity on.wsj.com/4eKqIcN
AI Data Centers Have Been Great for the Steel Industry. Now, a Power Crisis Looms.

AI Data Centers Have Been Great for the Steel Industry. Now, a Power Crisis Looms.

Steelmakers have warned of competition for electricity from their newest big customer.

wsj.com
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Hedge Funds Sold The Most Tech Stocks On Record Last Week Amid "Explosive" Volumes zerohedge.com/markets/hedge-…
Hedge Funds Sold The Most Tech Stocks On Record Last Week Amid "Explosive" Volumes

Hedge Funds Sold The Most Tech Stocks On Record Last Week Amid "Explosive" Volumes

"Info Tech was by far the most net sold US (and global) sector, driven by long-and-short sales (1.3 to 1); this week’s net selling in US Info Tech – in both $ and % terms – was the largest in more...

zerohedge.com
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Being grateful rewires the brain. Neuroplasticity in action.
Image from Nicholas Fabiano, MD (@NTFabiano)
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