与「USG」相关的搜索结果

🚨 Crystal Palace in process of finalising deal to sign Anan Khalaili from Union Saint-Gilloise. 21yo right-back underwent medical yesterday & #CPFC# now working to complete agreement with #USG# on ~£21m fee. 5+1yr contract in place. W/ @SebSB @TheAthleticFC

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!

Not all winning strategies start on Thursday. Cam Young explains why connecting your data matters just as much as collecting it—and how Cisco Data Fabric helps the USGA turn information into smarter decisions.

Pray for the people of Venezuela… looks like they’ve been hit by a bomb. 🚨 SITREP: Venezuela Earthquakes — USGS PAGER modeling estimates Fatalities reach 100,000 Souls 🔻What & When: Last night, 6:04 p.m. ET / corresponding Venezuelan time), two powerful earthquakes struck western/northern Venezuela in quick succession. 1. 7.2 magnitude foreshock near San Felipe, Yaracuy state. 2. 40 seconds later, a 7.5 magnitude mainshock about 23 km (14 miles) southeast of Yumare, also in Yaracuy state (roughly 160 km / 100 miles west of Caracas). These were the strongest quakes to hit Venezuela in over a century. The shaking was widely felt across much of the country (especially Caracas and coastal areas like La Guaira) and into neighboring Colombia. Depths were very shallow, amplifying the impact. A tsunami warning was issued but quickly canceled. 🔻 Casualties: - Confirmed deaths: At least 164. Injuries: nearly 1,000 - Many people remain trapped under rubble; and the toll is expected to rise exponentially over the coming days/weeks. The “up to 100,000 deaths” reports comes from USGS PAGER modeling (probabilistic estimates of potential fatalities based on shaking intensity, population exposure, and building vulnerability). USGS issued a red alert for high casualties and extensive damage. Most likely outcome: - Thousands of fatalities. Substantial probability of exceeding 10,000. Upper-end scenarios in the model reach up to 100,000 (with references to ~30% probability in some coverage for the highest band). 🔻 Damage and Impact: Several Dozen buildings collapsed or were heavily damaged, particularly in Caracas and La Guaira state (declared a disaster zone). — Pancaked or partially collapsed multi-story buildings. — Damage to Simón Bolívar Airport (Maiquetía) near Caracas, which was temporarily closed. — Widespread power and telecommunications outages (internet connectivity dropped sharply initially). — Rubble-strewn streets and scenes of panic as people evacuated buildings. — La Guaira and parts of Caracas were among the hardest-hit areas. But suspiciously… Venezuela’s oil infrastructure appeared largely unaffected in initial reports. 🔻Government and Response Actions: • Acting President Delcy Rodríguez declared a state of emergency, established a high-level task force for search-and-rescue, and announced a $200 million fund for reconstruction. —— $200M is not nearly enough. She addressed the nation, expressing condolences and calling the event a “true tragedy.” Security forces deployed nationwide; schools suspended for up to a week, at least for now; non-essential activities and some rail services canceled. Hospitals braced for casualties by doubling shifts. Rescue teams are actively searching rubble with power tools and heavy equipment; civilians have been asked to help with food, water, and debris removal. 🔻International Assistance: • United States: Search-and-rescue teams (Fairfax County and Los Angeles), overhead imagery, and promises of “big, fast” support. France: 85 search-and-rescue specialists. Switzerland: 80 rescuers + 8 dogs + equipment. Spain, Netherlands, Czech Republic, and others sending teams, dogs, and gear. Solidarity messages from Russia, Ukraine, and others.