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Nvidia acquires Hugging Face for ~$12.9bn. But who gets the 💰? My usual breakdown below 👇 *Investors are sharing ~$7.3bn of profits on <$400m invested. A cool ~20x blended.* *1) The single biggest winner here? Lux Capital.* 👑 Lux is taking the crown for the most $ returned in this transaction. The two rounds they led (Series A & Series C) generated ~$2.6bn combined. They also participated in the Series B. Congrats to @wolfejosh and team. The $15.0m Series A alone will return ~132.5x the capital invested, or ~$2.0bn. The most lucrative round in absolute $ returned. *2) Backing an exceptional team paid off with a >1,000x return for Betaworks and the angels* 📈 The story few people know: Hugging Face started life as a chatbot for lonely teenagers... You sent it a selfie and a sad emoji, it told you it understood. Quite far from where it landed! That is why backing an exceptional team in @ClementDelangue, @Thom_Wolf and @julien_c is always the right thing to do. It paid over 1,000x for Betaworks, Kevin Durant and Thibaud Elziere. *3) Founders and team are crushing it: not taking too much dilution along the way paid off* 👏 I estimate they will share ~$5bn in proceeds, assuming no secondary was taken along the way. A life changing outcome for them and many employees. Taking a 15% attributed option pool at exit, this would mean ~$2bn for the team and >$3bn to share for the three co-founders. Legendary! *4) Salesforce Ventures is cementing its reputation as one of the very best corporate VCs.* 🥇 Salesforce is adding Hugging Face to its long list of successful exits: Snowflake, Zoom, DocuSign, nCino, Auth0... Very few investors can claim as many successes, let alone corporates. The $235m round they led returned $675m in just three short years. Meanwhile, Salesforce's own stock has been flat for the period. Capital well invested! *5) This is a little bit of a heartbreak: but I wanted to congratulate @joinstationf here:* Hugging Face walked into StationF as a 4-person team on day one, June 2017. Back when it was a chatbot for teenagers. They went through multiple corporate programs (Microsoft, Ubisoft, then Naver). Unfortunately they were not investing or taking equity at the time - but they contributed to making it possible. And so for that: hats off. And of course, congratulations to all others involved: Addition, Sequoia, Coatue and many others. No one will be left out!

Robot walked into the White House. It talked. It left. And the company that built it wants you to believe nobody was steering. $39,000,000,000. That's what investors just bet on you believing that. REAL March 25, 2026. Figure 03 — built by Figure AI — walked the East Room carpet next to the First Lady of the United States. It scanned the room. It spoke first, before any human did. Introduced itself. Greeted the room in 11 languages. Walked out. AP photographers were three feet away. This is not CGI. This is not a demo reel. Six months earlier, Figure AI closed $1 billion+ in new funding. Backers: Nvidia. LG. Valuation: $39 billion. RUMOR The company's own CEO called it "fully autonomous." Zero human control. Zero scripted lines fed in real time. I spent an evening trying to find one confirmation of that from anyone who doesn't work for Figure AI. Found zero. The White House's own materials don't even confirm which robot model showed up that day. Every "100% autonomous" quote traces back to one source — the company selling the robot. That's not proof. That's marketing wearing a lab coat. WHY THIS SHOULD SCARE AND EXCITE YOU AT THE SAME TIME Nobody's saying the quiet part — governments don't adopt robots because they're proven. They adopt them because a rival government already has one in a photo. Figure AI didn't need a federal contract. It needed five minutes in the East Room. That's the entire playbook for embodied AI right now: visibility first, verification later. Honestly — I don't know if that robot could survive one unscripted question from a reporter. Nobody's tested that on camera. Not once. That silence is louder than the speech it gave. Every government on earth wants their own robot in the room now. Whether it's actually thinking — that's the question nobody in that room asked out loud.

For years now, some hospitals and healthcare providers have been subjecting children to horrific, experimental treatments in service of radical gender ideologies. Today, thanks to the Wolves in White Coats report released by @HHSGov, we know why: profit. It turns out that convincing vulnerable children to reject their gender can create patients for life, earning hospitals tens of thousands of dollars in additional revenue per child. The report contains deeply disturbing allegations, and I encourage every American and every parent, to read it. More than just pushing these procedures on kids, hospitals and providers may have been defrauding Medicaid and private insurers by using misleading or fraudulent billing codes to get insurance to cover the costs.

明天14号，将是美股机构最重要的一天，也是散户重点抄作业的时间！🧐 管理资产超过 1亿美元的美股机构投资经理，需要在8月14日提交13F报告，披露上个季度最新的美股，债券，期权持仓情况！ 为什么是8月14日，因为SEC规定，必须在每个日历季度结束后45天内提交 13F报告。从7月1日算起第45 天刚好就是 8月14日。由于商业机密考量，绝大多数头部基金都不会提前披露，一般都会踩点最后一天发布！ 明天将是我们比较忙碌的一天，👇下面这些机构，将是我们每个季度，都会认真研究的基金持仓！ 1️⃣价值投资与宏观长线巨头 1.伯克希尔·哈撒韦（巴菲特） 关注点：现金储备变化、对苹果($AAPL)谷歌($GOOGL )等核心科技股的增减持力度、以及是否有新加入的秘密持仓。 2.桥水基金（瑞·达利欧） 关注点：作为全球最大宏观对冲基金，主要看其在大盘 ETF（如 $SPY、 $EEM ）、新兴市场与防御型消费股上的宏观配置调头方向。 2️⃣科技巨头与 AI 趋势风向标 1.Situational Awareness LP(AI股神 Leopold ) 关注点：AI硬件产业链最新加仓情况(比如周三披露的增持太阳诱电11.62%股份，MLCC全球龙三，带动龙一村田 $MRAAY 大涨)，以及最新的看空看多的期权情况，它是玩期权高手。 2.Pershing Square（比尔·阿克曼） 关注点：集中持仓风格，关注其在消费、餐饮、科技龙头上的重仓调整与新进标的。今晚采访中，他提前披露了，新增了六只持股：Netflix ($NFLX)、Visa ($V)、Mastercard ($MA)、Alcon ($ALC)、洲际交易所 ($ICE) 和标普全球 ($SPGI)。 3.Coatue Management（菲利普·拉蒙特） 关注点：专注科技与硅谷生态，关注其在芯片算力（ $NVDA, $AMD）、云软件及 AI 供应链上的仓位变动。 4.Appaloosa Management（大卫·泰珀） 关注点：擅长抄底与强周期博弈，关注其对半导体龙头、中国概念股及能源板块的配置变化。 3️⃣多策略与高频的顶级对冲基金 1. Citadel（肯·格里芬） 关注点：收购Situational Awareness持仓后，仓位情况(理论上个季度数据，无需披露)，作为全球极具影响力的多策略基金，其个股期权组合与长期仓位变动反映了市场的风险和对冲逻辑。 2.Millennium Management（伊斯雷尔·英格兰德） 关注点：分散化极强的庞大持仓，观察其资金流向哪些板块有最明显的增量趋势。 4️⃣激进派与成长型投资人 1.ARK Invest (凯瑟琳·伍德） 关注点：虽然 ARK 每天都会公布持仓，但其 13F 能够提供全季度组合调整的完整全局视图，重点看颠覆性创新、AI 应用、生物科技及 Crypto 概念股的比例。 2.Tiger Global（老虎环球基金） 关注点：高成长科技股、SaaS 软件及中概股风向标。 所以，您会优先观察哪家基金的持仓情况？🤔 ⚠️抄作业小提醒：13F 披露的报告，都具有滞后性，报告是截至6月30日的静态结果，不包含 7月1日 至今的最新交易。请不要盲目抄作业，仅作为大方向决策思考！ 炒美股，我选择用 #RWA# 美股代币化平台 #MSX，让我们一同投资参与美股市场：# 早期美股投资粉丝和伙伴，可以私信我，填写表单后，可免费进入美股交流和探讨社群(目前每周仅限定10人，助理审核，可能需要一点时间，感恩🙏)！

Singapore vs London (from someone who has lived in SG for 20+ years and survived 2 months in London): Phone Safety 🇸🇬 SG: Use your $2,000 iPhone to chope a table at a crowded hawker center while you go order food. 🇬🇧 LDN: Keep your phone zipped in an internal pocket, inside a bag, under a coat, or an e-bike rider will snatch it in 0.2 seconds. Public Transport 🇸🇬 MRT: A 3-minute delay triggers a national meltdown 🇬🇧 Tube: You pay £4 to sweat in a 40°C underground oven that breaks down weekly. Weather Strategy 🇸🇬 SG: Step outside into a 34°C sauna, immediately run inside to a -5°C AC freezer. 🇬🇧 LDN: Experience 4 seasons in 20 minutes, declare a national emergency if it hits 30°C. Happy Birthday Singapore!

As millions of humanoid robots enter homes, hospitals, hotels, retail, manufacturing, andpublic spaces, they'll need more than software updates—they'll need appearance maintenance. Who develops synthetic skin cosmetics?
Who restores realistic facial pigmentation?
Who creates protective coatings against UV, wear, stains, and microbes?
Who designs seasonal appearances, premium finishes, cosmetic upgrades, and personalized aesthetics?
Who certifies compatibility between cosmetic materials and different robot models? This isn't traditional cosmetics. It's thebeginning of a new discipline at the intersection of robotics, materials science, chemistry, industrial design, and AI. The industry will require:
• Specialized cosmetic formulations for synthetic skin
• Global product catalogs and compatibility databases
• Research repositories and technical standards
• Certified maintenance professionals
• Digital marketplaces connecting manufacturers and service providers
• Education, training, and certification platforms. believes we'll eventually see an entire digital ecosystem dedicated to humanoid cosmetics—where researchers, manufacturers, technicians, designers, and consumers collaborate to shape how robots look, feel, and age. Enter the digital asset of the future: The robots of tomorrow won't just be intelligent. They'll have a lifecycle of care, restoration, personalization, and cosmetic innovation. The future isn't just humanoid robotics. It's Humanoid Cosmetics. #HumanoidRobots# #Robotics# #Cosmetics# #SyntheticSkin# #MaterialsScience# #RobotDesign# #HumanRobotInteraction# #CosmeticScience# #FutureTech# #Innovation# #Automation# #DigitalTransformation# #EmergingTechnology# #TechStartups# #Industry40#