与「Blind」相关的搜索结果

$LMND is in a war most investors still don’t understand. Not just a war for customers. A war for narrative. A war for credibility. And ultimately, a war for its cost of capital. That matters because public markets do not merely observe a company’s trajectory. They can shape it. A company with a trusted narrative gets patience, liquidity, talent, strategic freedom, and cheaper capital. A company trapped inside the wrong narrative pays a tax on every ambition. Lemonade is still widely framed by many as an unproven, money-losing insurtech experiment. But the operating data has been moving in the opposite direction. IFP is growing. Revenue is accelerating. Gross profit is scaling. Loss ratios have improved materially. Cash flow is inflecting. The company is no longer asking investors to believe in a concept. It is increasingly asking them to reconcile their old model with new facts. And I have seen this movie before. First with Apple. Then with Tesla. In both cases, the market spent years debating the wrong questions while the business quietly answered the important ones. The consensus kept focusing on what the company used to be, or what incumbents wanted it to be, while the operating model kept compounding underneath. Lemonade is not Apple. Lemonade is not Tesla. But the pattern is familiar: a misunderstood company, a disruptive operating model, a hostile narrative environment, and a widening gap between perception and execution. That gap is where the opportunity lives. I have spent twenty years studying disruption as an investor. I also spent twenty years inside financial markets infrastructure, transformation, and business management. Those two tracks have rarely felt as connected as they do here. This is not about blind faith. It is about pattern recognition, operating evidence, market structure, and narrative reflexivity. The short interest is not the thesis. The business is the thesis. But when a company is executing and the market remains anchored to an outdated story, narrative becomes part of the battleground. And when that narrative affects valuation, liquidity, and cost of capital, it becomes more than noise. It becomes strategic. I am long $LMND because I believe the market is still underestimating the scale of what is being built. I could be wrong. That is always possible. And I invite the scrutiny. But I know what this setup looks like. And I know how rare it is. So strap in. Because history may not repeat itself. But it all too often rhymes.

GENTE a franciny apareceu nos stories falando que estava usando uma blindagem babadeira, mas escondeu a embalagem o vídeo inteiro. será que o próximo lançamento dela não vai ser um gloss e sim uma blindagem?

One wrong click. Wallet drained. No undo button. No support ticket. No refund. That’s the game right now — and most traders are playing it blind. Meme Sweeper scans the contract before you ape. Honeypots, rug score, dev wallet, liquidity, holder concentration … read it in seconds. Self custody alone isn’t enough anymore. Sweep before you ape. 🧹 🔗

Jensen Huang defies the odds of marketing. "I took our product back to Dell and HP and IBM and Gateway, and they all told me it was too much money. You're well outside of the boundaries of what they're willing to pay for." "When your customers all tell you not to do something, the question is then what do you do?" "For the first five years of our company, we just turned off our blinders and said we're going to ignore customers." "Sometimes you have to ignore your customers. The reason for that is because they don't know the nature of your business. While the industry is being created, before there's common sense about the rules of that business, there is no way they can possibly know." PS. If you found value in this post make sure to like and repost this tweet + follow @uncover_ai to stay updated with the latest AI news. See you in the next one:

Elon Musk is developing technology that will be delivering Jesus-level miracles, such as enabling blind people to see "Even if someone has never had vision ever, like they were born blind, we believe we can still restore vision, because the visual part of the cortex is still there" -Elon Musk at Neuralink Presentation

The collapse coming for the $S&P500, $Nasdaq, and U.S. markets will be historic. I’m not saying this because I’m bearish. The data is screaming it. We are watching one of the biggest bubbles in modern history form in real time, just like the dot-com era of the early 2000s. Back then, every company added “.com” to their name and investors threw money at anything tied to the “future.” Today it’s the exact same story with “AI.” Companies with weak fundamentals are exploding to absurd valuations overnight. Retail traders are all-in. Wall Street is drunk on hype. Everyone suddenly believes stocks only go up. That’s exactly how bubbles behave before they implode. The market is being held up by speculation, endless liquidity, and blind euphoria, not reality. And when this finally unwinds, most people won’t be prepared for how brutal it gets. Doesn’t this feel painfully familiar?

Super excited to announce seven new world-class MAI models today. They represent what we consider a new era in AI designed to keep you in control and on the frontier. First is our text foundation model, MAI-Thinking-1, exceptionally strong on reasoning and SWE tasks. - It’s a 35B active parameter MoE with a 256K context window. Independent human raters on Surge prefer it for overall quality in blind side-by-sides versus Sonnet 4.6, and it’s achieved 97% on AIME 2025, the key measure of its general-purpose reasoning abilities. - It's at 53% on SWE Bench Pro, placing it right alongside Opus 4.6 on one of the toughest coding benchmarks. - And since we co-designed our models with our own silicon, MAI-Thinking-1 is optimized on our MAIA 200 chip. Benchmarking head-to-head against the GB200, we see 30% better performance per dollar as well as a 1.4x performance-per-watt gain when running our MAI models on the MAIA 200 end-to-end. Next is MAI-Image-2.5 and its Flash variant. Two super strong models now at #2# on the leaderboards, surpassing the score of Nano Banana 2 on image editing. Last for now is MAI-Code-1-Flash, our new inference efficient coding model, especially tuned for VS Code and GitHub Copilot CLI. - Code-1-Flash achieves 51% on SWE Bench Pro, despite having just 5B parameters, putting it closer to Haiku in size but cheaper in cost. All of this is the foundation for Microsoft Frontier Tuning. It lets you customize our models to create custom, company-specific agents that only you control. You can make our model, your model. Your data. Your agents. Your moat. Early adopters are already seeing a difference. When we tuned our models for McKinsey’s tasks, MAI delivered the highest win rate, outperforming GPT-5.5 on quality, while being 10x lower on cost. Also really excited to be collaborating with the amazing team at Mayo Clinic to jointly train a new frontier AI model for healthcare. Our announcements today mark another milestone on the road to humanist superintelligence. You can learn more and about our other new models in our latest blog:

The execution across Elon Musk’s companies right now is operating at an unprecedented scale • SpaceX — The largest IPO in history expected around June 12 • xAI — Grok V9 (1.5T parameters) launching mid-month to push the frontier • Tesla — Unsupervised FSD Robotaxis actively scaling across Texas • Optimus — Production lines spinning up this year • Neuralink & Starship — Blindsight implants and full orbital reuse both incoming This is civilizational-level progress. We are living in the most interesting time in human history. This is a literal turnaround

Neuralink is planning its first Blindsight implant later this year, aiming to restore limited vision even for people who have lost both eyes, their optic nerve, or were born blind Over time, it could potentially go beyond that and offer enhanced or even superhuman vision