Tutor Intelligence CEO Josh Gruenstein discusses putting robots to work in an a16z interview: robotics is the ultimate systems problem; discarding any layer means losing 90% of the room for trade-offs, and most robotics companies will eventually move from horizontal to vertical integration.
Prof G host Scott Galloway answers a listener’s question on his podcast: concentration builds wealth, diversification preserves it. He says his biggest wealth mistake was failing to diversify; today, no single stock accounts for more than 3% of his assets.
WindRock Wealth Management founder Chris Casey discussed US debt in a Wealthion interview: national debt is approaching 40 trillion dollars, while spending will require 60 trillion to 80 trillion dollars. He calls this an existential threat to the US government, and says the bond market is slowly waking up.
Neostellar Capital chief Evan Schlossman breaks down Anthropic’s new S-1 in a Yahoo Finance interview: quarterly revenue rose 45% quarter over quarter to nearly $ 17 billion, while short-term compute contracts increased from about $ 1.5 billion to over $ 5 billion, indicating that demand grew faster than the company had originally expected.
In an election-eve quick take, GZERO founder Ian Bremmer predicts a Democratic landslide: the party will flip no fewer than 20 House seats and could win 51 to 53 Senate seats. The key is that enthusiasm among MAGA voters has fallen sharply.
Erik Bernhardsson, co-founder and CEO of AI infrastructure company Modal, discussed the inference market in an interview with 20VC: inference will become a huge new market, but selling inference alone is not enough; winners will need a complete suite of products, including post-training, sandboxes and agentic capabilities.
In episode 82 of his podcast, Steve Eisman talks with Aidan McCaig and Brandon Ewink of the Lemonade Stand podcast: young people face difficulty entering the workforce and buying homes, while AI is reshaping everything. Eisman believes the era of getting rich by buying a home ended long ago.
Bloomberg News global consumer technology editor Mark Gurman discusses Apple's September-quarter earnings: iPhone 18 Pro powered a better-than-expected quarter, but Greater China and services slowed markedly, making guidance for the December quarter the key.
Former Cisco CEO John Chambers discusses AI investment in a Yahoo Finance interview: hyperscalers will fall behind if they do not invest, major blowups are inevitable, but he would never short Nvidia or Oracle.
Yardeni Research President Ed Yardeni discussed the AI cooldown in a Bloomberg interview: AI is a real trend, the cooldown is actually a good thing, the bond market is imposing discipline on credit, and his year-end S&P 500 target remains 7900.
The 2 November announcement roundup focuses on three companies: Dongshan Precision disclosed progress on its share repurchases, Yuanjie Semiconductor is shifting more capacity toward CW light sources, and Chunchiu Electronic plans to repurchase shares and expand its liquid cooling business.
Huachuang Securities raised its 2026 attributable net profit forecast for Kiwi Instruments by 106%; SDIC Securities is optimistic about the scaling up of Huaxin Building Materials’ overseas business. The two companies benefit respectively from an upgraded product mix and higher overseas cement volumes and prices.
DataEye expects the AI short-drama market to exceed 40 billion yuan in 2026. Falling production costs are driving supply growth, while platform revenue sharing, incentives and licensing income are beginning to become competitive priorities for content providers.
Robot training requires large amounts of data from real-world scenarios, and different collection methods involve trade-offs in quality, cost, and scale. Zheshang Securities forecasts that the midstream data collection market will reach 174.1 billion yuan by 2030; the capital increase and shareholding restructuring of the Hangzhou embodied AI pilot base are expected to be completed by the end of 2026.
Shadow of the Blade Zero sold more than 4 million copies within 72 hours of release. China Post Securities believes that Chinese developers’ experience in mobile game development, global publishing and user operations could transfer to 3A games.
Elon Musk predicts that computing capacity in low Earth orbit will surpass terrestrial capacity by 2029, while Changjiang Securities sees potential for space-based computing to break through from 0 to 1; in automotive chips, NXP plans to adjust prices for some products in January 2027 because of rising costs.
Huachuang Securities is optimistic about the commercial potential of Zhongsheng Pharmaceutical’s weight-loss drug RAY1225 and MASH drug ZSP1601. The two pipeline assets have a combined risk-adjusted net present value attributable to the parent of 26.53 billion yuan; meanwhile, the brokerage expects the company’s net profit attributable to the parent to decline 19.7% year on year in 2026.
Sinolink Securities is focusing on robots’ shift from one-off demonstrations to learning from demonstrations and productive output. Changjiang Securities and CSC Financial are respectively looking for opportunities in metals, functional sugars and building materials through supply, costs and profitability at low levels.
HGTECH has begun ramping up deliveries of its 800G LPO products, while Sungrow's energy storage shipments are rising quarter by quarter. Medical devices and innovative drugs have also seen new developments, but testing, approvals and revenue recognition are progressing at different paces.
Third-quarter revenue rose 4.39% year over year and net profit grew 35.88%; revenue per available room at domestic hotels continued to decline year over year, though the decline narrowed slightly.
