Guillaume Couturas retweeted
Private equity investors after overpaying for an asset and finally discovering all the shit they missed during due diligence
Guillaume Couturas retweeted
OpenAI's myriad elementary technical errors in its cyberattack of Hugging Face have received little attention. Here, we go through a few of them. (1/7)🧵
Guillaume Couturas retweeted
Most companies are experimenting with AI. Few can show measurable ROI.
One of the main issues is the lack of operating evidence: a clear view of how operations actually run and where AI can create value.
𝐋𝐚𝐦𝐩𝐢’𝐬 𝐀𝐈 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧-𝐚𝐬-𝐚-𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐜𝐥𝐨𝐬𝐞𝐬 𝐭𝐡𝐚𝐭 𝐠𝐚𝐩.
Within days, @lampi_ai analyzes authorized context across relevant company data to map how the business operates.
It builds digital twins and turns signals into actionable intelligence:
→ An operating digital twin showing how operations run
→ A customer twin identifying revenue opportunities
→ ROI prioritization showing the highest-impact AI opportunities
Each opportunity is assessed by return, feasibility, data readiness, and time to value.
The strongest opportunities are converted into governed AI agents and deployed inside existing workflows.
Every agent operates within defined permissions, approval paths, and ownership rules, with human oversight, traceability, and value measurement built in.
Find the value. Deploy the agents.
For more: lampi.ai/ai-operating-partne…
Guillaume Couturas retweeted
Largest US Power Grid Is 6.8 Gigawatts Short To Ensure Reliability On Data Center Demand zerohedge.com/energy/largest…
Guillaume Couturas retweeted
60+ A-share companies, most in semiconductor space, just issued business-risk warnings in the past two days. Any single one is noise. 60+ at once, all reading from the same script, is usually a signal.
When a sector gets this hot and everyone suddenly rushes to "warn," it's rarely about the companies. This speaks volumes about the tone from above.
Guillaume Couturas retweeted
OpenAI now just needs to sandbag the next model release
So the US doesn't export control them
So they gain massive market share
It's imperative that all the OAI employees don't vauge hype post their next model release as the greatest thing ever
Don't know if they are capable tho
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
Guillaume Couturas retweeted
BREAKING NEWS: according to CloudFlare Radar Data, Agentic traffic has SURPASSED human traffic across the worldwide internet for HTML webpages.
Guillaume Couturas retweeted
90% of Private Equity firms are playing with #AI.
The other 10% have embedded AI into their investment process and are and compounding EBITDA.
📍 In our latest article, we break down what’s actually happening inside #PrivateEquity firms.
blog.lampi.ai/ai-adoption-in…
#AIforFinance
Guillaume Couturas retweeted
No Inflation… Just don’t look at oil and commodities.
zerohedge.com/the-market-ear…
Guillaume Couturas retweeted
Collectively, the amount of Billionaire wealth that has left California in the last month (!) is now in excess of $700B.
That means the $2T of California wealth they expected to tax is now down to $1.3T and falling quickly. I would not be surprised if 2026 ended with less than $1T of billionaire wealth in California and decades and hundreds of lawsuits.
A complete and total unforced error. Where was the Governor? Where are our leaders??
If they don’t kill this ballot initiative and entice those folks to come
back, the California budget will be massively upside down.
Only place to get the money is to cut waste, fraud and abuse or increase taxes on the middle class.
The latter is much simpler than the former.
NEWS:
Google co-founder Sergey Brin is cutting ties with California.
In the 10 days before Christmas, an entity connected to Brin terminated or moved 15 California LLCs that oversee some of his business interests or investments out of the state.
With @RMac18 + @hknightsf.
Guillaume Couturas retweeted
SEMI says global semiconductor equipment sales should keep rising, hitting about $145B in 2026 and about $156B in 2027, mainly pulled by AI-related chip spending.
Wafer fab equipment is the front-end stuff that builds chips on silicon wafers, so when new fabs and new leading-edge lines ramp, this segment dominates the total.
Test equipment is the gear that checks if chips work and meet speed and power targets.
Guillaume Couturas retweeted
Two lines that will stay viral for a long time:
"May I meet you?"
"Geographically monogamous"
Guillaume Couturas retweeted
How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography,
a New American Foundry,
$10k Logic Wafers
newsletter.semianalysis.com/…
Guillaume Couturas retweeted
China’s State Council on October 9 approved Order No. 61 of 2025, announcing export controls on certain overseas rare-earth items. This marks the fourth round of rare-earth export restriction efforts; the previous round was on April 8.
(1/8)🧵
