1. AI Pace of Change
UBS shows, “The longest human task (by duration) that an LLM can complete with at least 50% success rate is doubling every 7 months.”
Zach Goldberg Jefferies
2. Semiconductor ETF SMH…A Couple Ticks from New Highs
StockCharts
3. Schwab vs. Robinhood
Michael Batnick
4. Market Tops Usually Preceded by IPO Boom….IPO ETF Not Booming….+1% Last 12 Months
StockCharts
5. IPO Drought ….Companies Staying Private Longer
Blackrock Institute
6. Waymo Vehicles Far Less Crashes
chartr
7. Nancy Pelosi $130M in Stock Trade Profits
Peter Mallouk
8. Pentagon Deploys Kamikaze Drones $35k
WSJ The drone is fully autonomous, meaning it can operate with little or no human interaction, relying on sensors and artificial intelligence to navigate to its target. It can fly for about six hours, according to SpektreWorks.
Each FLM 136, also known as Lucas, costs $35,000, according to Capt. Tim Hawkins, a spokesman for Central Command. The MQ-9 Reaper drones cost an estimated $16 million, according to a spokesman for General Atomics, its manufacturer. In many cases, kamikaze drones cost far less than the interceptors used to shoot them down.
WSJ
9. Dr. Mark Hyman Longevity
Mark Hyman
10. Prof G on the State of U.S. Education
PROF G MEDIA