Applied Sciences
New York
Joined June 2008
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- Following895
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The 8 Billion Person #Energy Value Chain: An Investment Thesis for the Age of Energy Evolution and #AI.
Read @MobyInvest's Dec 2025 Market Intelligence note. app.moby.co/home/research/ma…
Anthropic Flags Gas Supply as One of Its Biggest Near-Term Risks @WIRED wired.com/story/anthropic-ip…
Anthropic Flags Gas Supply as One of Its Biggest Near-Term Risks @WIRED wired.com/story/anthropic-ip…
New on Moby-Labs: Our latest Bridge Horizon (BH) strategy assessment, call performance, and updated market review: moby.co/moby-labs/bridge-hor…
@MobyInvest
1/7 🌾🐄 Our letter is out in @Science: AI biosecurity must include agriculture.
Recently biological AI has brought biosecurity to the center of public debate, but most attention is on human pathogens. Crops and livestock are a major blind spot. 🧵
Gift link: science.org/eprint/6ARDVAUJY…
@broadinstitute @sabeti_lab @JonxFeldman @talxfeldman
Michael Ferrari retweeted
Anthropic filed to go public on Monday under the ticker “ANT.”
app.moby.co/share/news/news-…
AI deployment to attempt to save on costs is ubiquitous.
The Warp Sciences launch & mandate is different - outcomes will be measured in saving lives. Kudos to @dpatil, @kevinweil & team.
Exciting times! bloomberg.com/news/articles/…
Michael Ferrari retweeted
Moby's research is about to reach a much larger audience through an expanded partnership with Yahoo Finance. moby.co/newsroom/moby-expand…
Well, David Byrne @DBtodomundo is often described as a polymath - this short @ObserverUK article clearly shows why: water, symbiosis/Margulis, AI (or not), Christopher Nolan,...
Really looking forward to reading Sleeping Beauties.
observer.co.uk/culture/inter…
Data Centers in #Space . Don't forget one important question - Why?
#SpaceTech #AI #OrbitalCompute
linkedin.com/pulse/data-cent…
Compute in #Space.
should be fun
also: linkedin.com/feed/update/urn…
#Cypher2026 @Analyticsindiam
@MobyInvest
🗓️ TOMORROW | Tue, Oct 20
📍 @columbiaclimate
🚀 Special guest: @neiltyson joins us to discuss space-based data centers.
Are they feasible? What risks could a million computing satellites create?
Register: events.columbia.edu/cal/even…
Under the Same Sky: A Biometeorology account of the 2026 El Niño michaelferrari.substack.com/…
El Niño Escalates: Tracking the Surge and Q4 Market Ramifications
moby.co/moby-labs/el-nino-es…
@MobyInvest #commodities #ClimateEconomics
Beyond the Screen: Spatial Intelligence in the Physical Economy, & connections to The Ethical Algorithm & What Algorithms Want
michaelferrari.substack.com/…
Cypher 2026 Highlights: GCCs Face AI Reckoning, Compute Hits Physical Limits analyticsindiamag.com/ai-fea… @Analyticsindiam
Excited for @drfeifei and the @theworldlabs team!
And glad to see the foresight of @LisaSu $AMD for looking beyond the horizon to validate the importance of physical/spatial AI.
linkedin.com/feed/update/urn…
In the Sea of AI books, this one stands out. The Worlds I See by @drfeifei is a wonderful read, and probably the most ‘Human’ AI book I’ve come across. (dog-eared pages to support)
AMD Acquires Fei-Fei Li’s World Labs for $8.2 Billion youtu.be/uD62Yn8j_Pg?si=UTZ6…
Power, Water, Natural Resources and the Infinite Horizon: Why the Future of AI Compute May Belong to the Oceans and Space #Spacetech #Bluetech @Analyticsindiam @MobyInvest linkedin.com/pulse/power-wat…
