Bridgewater Associates more than doubled its Nvidia stake and added to Alphabet and Microsoft holdings in Q2, underscoring conviction that AI mega-caps will drive market gains. On August 14, Oracle and Alphabet’s Google Cloud announced a deal to offer Google’s Gemini generative AI models through Oracle Cloud and to integrate Vertex AI, letting Oracle customers…
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OpenAI released GPT-5 in August 2025, described as multiples more capable than the previous generation by Kunal Kothari of Aviva Investors. Anthropic unveiled Claude for Financial Services in mid-July 2025, setting context for the GPT-5 release. Apple plans a desk assistant robot by 2027 and an LLM-powered Siri on iPhones possibly in 2026, including a…
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Suno v4 arrived in late 2024, and by mid-2025 the v4.5 upgrade enabled songs up to 8 minutes in a single render with 48 kHz audio and features like Extend, Covers, and multi-part song structures. Suno originated in Cambridge, MA as a 2022 startup led by Mikey Shulman and secured a $125 million funding round…
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The Tesla Powerwall 3 stores 13.5 kWh usable, delivers 11.5 kW continuous output, and includes a built‑in solar inverter with up to 20 kW of PV input. LG ESS Home Stackable uses modular JF1/JF1R cells with usable capacities of 10.6, 14.1, or 17.7 kWh per stack and supports up to four stacks for a total…
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Wing became the first FAA-certified drone air carrier in 2019, and has completed more than 350,000 deliveries, mostly in Australia. Wing’s flagship delivery drone is a hybrid VTOL that carries about 2.5 pounds, with a larger 5-pound variant unveiled in January 2024. Wing drones cruise at up to 65 mph and operate within roughly a…
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Joby S4 is a five-seat eVTOL with a fixed wing and six tilting propellers (four on the wing and two on a V-shaped tail), about 21 ft long with a 39 ft wingspan, capable of cruising up to 200 mph and achieving a usable range of roughly 100 miles. The S4 uses six independent motors…
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Alkaline electrolyzers use a liquid potassium hydroxide (KOH) electrolyte, operate at about 60–80 °C, and have decades of industrial use in chlor-alkali and fertilizer plants. PEM electrolyzers use a solid polymer membrane and typically operate at 50–80 °C, delivering very high-purity hydrogen (>99.999%), with iridium catalysts at the anode and platinum at the cathode. SOEC…
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In August 2022, SpaceX and T-Mobile announced a partnership to add Direct-to-Cell texting via Starlink satellites, enabling roaming coverage for remote areas using SpaceX’s constellation. SpaceX launched the first Direct-to-Cell–equipped Starlink satellites in early 2024, and by mid-2025 there were about 400 such satellites in orbit. On January 8, 2024, SpaceX successfully sent a text…
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