Podcasts about asic

பிரபல நிதி நிபுணர்களின் பெயரில் புதிய முதலீட்டு மோசடிகள் நடைபெறுவதாக ASIC Australian Securities and Investments Commission எச்சரிக்கை விடுத்துள்ளது. இது குறித்த செய்தியின் பின்னணியை எடுத்து வருகிறார் செல்வி இன்பசேகரன்.

Tuesday 21 July 2026 Super funds post the fourth consecutive year of outsized returns. ASIC secures $830 million in penalties from banks, super trustees and other financial service companies Prime Minister Anthony Albanese gives Pauline Hanson a whack over criticising Australia Britain has a new PM Italian car manufacturer Fiat set to stop exporting to Australia, on the back of hot Chinese competition Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - what’s your true hourly wage? Get the episode from Apple, Spotify or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Daniel is joined by Andrew Levy, Vice President of Business Development, IP & ASIC at Alphacore. Andrew leads strategic growth initiatives, customer engagement, technology commercialization, and business development activities for the company’s semiconductor IP, ASIC design services, and advanced microelectronics… Read More

In Part 2 of our climate reporting series, we build on the themes from Episode 50 and shift the focus to what comes next. As the first wave of disclosures has wrapped up, attention has turned to the next climate reporting cycles - particularly for June and September year-end companies. The question now is: what lessons can organisations take forward? In this episode, we unpack key takeaways from the first round of sustainability reporting and explore how they can be applied in practice for future reporters. We also take a closer look at ASIC's early observations and share our perspective on what these mean, and how companies can consider them going forward.

ਆਸਟ੍ਰੇਲੀਆ ਦੀ ਵਿਦੇਸ਼ ਮੰਤਰੀ ਪੈਨੀ ਵੋਂਗ ਨੇ ਕਿਹਾ ਹੈ ਕਿ ਲਾਓਸ ਵਿੱਚ ਮੈਥਾਨੌਲ ਜ਼ਹਿਰ ਕਾਰਨ ਮਰਨ ਵਾਲੀਆਂ ਦੋ ਆਸਟ੍ਰੇਲੀਆਈ ਨੌਜਵਾਨਾਂ ਦੇ ਮਾਮਲੇ ਵਿੱਚ ਸਭ ਤੋਂ ਗੰਭੀਰ ਦੋਸ਼ ਨਾ ਲਗਾਉਣ ਦੇ ਫ਼ੈਸਲੇ 'ਤੇ ਆਸਟ੍ਰੇਲੀਆਈ ਸਰਕਾਰ ਲਾਓਸ ਦੇ ਉੱਚ ਅਧਿਕਾਰੀਆਂ ਨਾਲ ਗੱਲਬਾਤ ਕਰੇਗੀ। ਇਸ ਦੌਰਾਨ ਅਮਰੀਕਾ ਵਿੱਚ ਚੋਣ ਸੁਰੱਖਿਆ ਨੂੰ ਲੈ ਕੇ ਰਾਸ਼ਟਰਪਤੀ ਡੋਨਾਲਡ ਟਰੰਪ ਦੇ ਨਵੇਂ ਦਾਅਵੇ, ਵਿਕਟੋਰੀਆ ਵਿੱਚ ਨਿਰਮਾਣ ਖੇਤਰ ਵਿੱਚ ਭ੍ਰਿਸ਼ਟਾਚਾਰ ਵਿਰੁੱਧ ਵਧੇਰੇ ਪੁਲਿਸ ਅਧਿਕਾਰਾਂ ਦੀ ਮੰਗ, ਨਿਵੇਸ਼ ਘੁਟਾਲਿਆਂ ਬਾਰੇ ASIC ਦੀ ਚੇਤਾਵਨੀ, ਨਾਰਦਰਨ ਟੈਰੀਟਰੀ ਵਿੱਚ ਪਹਿਲੇ ਕਮਿਊਨਿਟੀ ਚਾਈਲਡ ਐਂਡ ਫੈਮਿਲੀ ਸੈਂਟਰ ਦਾ ਉਦਘਾਟਨ ਅਤੇ ਆਸਟ੍ਰੇਲੀਆ ਵਿੱਚ ਸਿਗਰਟਨੋਸ਼ੀ ਦੀ ਘਟਦੀ ਦਰ ਵੀ ਅੱਜ ਦੀਆਂ ਮੁੱਖ ਖ਼ਬਰਾਂ ਹਨ।

ਆਸਟ੍ਰੇਲੀਆ ਦੀ ਵਿਦੇਸ਼ ਮੰਤਰੀ ਪੈਨੀ ਵੋਂਗ ਨੇ ਕਿਹਾ ਹੈ ਕਿ ਲਾਓਸ ਵਿੱਚ ਮੈਥਾਨੌਲ ਜ਼ਹਿਰ ਕਾਰਨ ਮਰਨ ਵਾਲੀਆਂ ਦੋ ਆਸਟ੍ਰੇਲੀਆਈ ਨੌਜਵਾਨਾਂ ਦੇ ਮਾਮਲੇ ਵਿੱਚ ਸਭ ਤੋਂ ਗੰਭੀਰ ਦੋਸ਼ ਨਾ ਲਗਾਉਣ ਦੇ ਫ਼ੈਸਲੇ 'ਤੇ ਆਸਟ੍ਰੇਲੀਆਈ ਸਰਕਾਰ ਲਾਓਸ ਦੇ ਉੱਚ ਅਧਿਕਾਰੀਆਂ ਨਾਲ ਗੱਲਬਾਤ ਕਰੇਗੀ। ਇਸ ਦੌਰਾਨ ਅਮਰੀਕਾ ਵਿੱਚ ਚੋਣ ਸੁਰੱਖਿਆ ਨੂੰ ਲੈ ਕੇ ਰਾਸ਼ਟਰਪਤੀ ਡੋਨਾਲਡ ਟਰੰਪ ਦੇ ਨਵੇਂ ਦਾਅਵੇ, ਵਿਕਟੋਰੀਆ ਵਿੱਚ ਨਿਰਮਾਣ ਖੇਤਰ ਵਿੱਚ ਭ੍ਰਿਸ਼ਟਾਚਾਰ ਵਿਰੁੱਧ ਵਧੇਰੇ ਪੁਲਿਸ ਅਧਿਕਾਰਾਂ ਦੀ ਮੰਗ, ਨਿਵੇਸ਼ ਘੁਟਾਲਿਆਂ ਬਾਰੇ ASIC ਦੀ ਚੇਤਾਵਨੀ, ਨਾਰਦਰਨ ਟੈਰੀਟਰੀ ਵਿੱਚ ਪਹਿਲੇ ਕਮਿਊਨਿਟੀ ਚਾਈਲਡ ਐਂਡ ਫੈਮਿਲੀ ਸੈਂਟਰ ਦਾ ਉਦਘਾਟਨ ਅਤੇ ਆਸਟ੍ਰੇਲੀਆ ਵਿੱਚ ਸਿਗਰਟਨੋਸ਼ੀ ਦੀ ਘਟਦੀ ਦਰ ਵੀ ਅੱਜ ਦੀਆਂ ਮੁੱਖ ਖ਼ਬਰਾਂ ਹਨ।

The frustrating reality of having hard-earned commissions ripped away for reasons entirely out of your control has been the bane of the industry for years, but the fight to make them fairer has come back into the spotlight again. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as they review the news of the week. The team looks at the FBAA's recent submission to government flagging how clawbacks might amount to an unfair trading practice, One Nation's proposed 30-year government-backed mortgages, and the latest levy costs from ASIC. This week, they discuss: How the FBAA is taking the fight over "unfair and inequitable" lender clawbacks directly to Treasury. Why the MFAA is demanding that home lending be placed at the very front of the government's new digital identity rollout. The looming 17 per cent surge in ASIC levies that is set to hit credit intermediaries and aggregators where it hurts. And much more! News stories mentioned: Clawbacks under fire as FBAA slams lender tactics https://www.theadviser.com.au/broker/48678-fbaa-urges-crackdown-on-unfair-lender-practices MFAA says lending must sit at heart of verifiable credentials https://www.theadviser.com.au/broker/48683-mfaa-says-lending-must-sit-at-heart-of-verifiable-credentials ASIC levies surge for credit intermediaries https://www.theadviser.com.au/compliance/48667-asic-levies-surge-for-credit-intermediaries One Nation proposes government-backed 30-year fixed mortgages https://www.theadviser.com.au/borrower/48672-one-nation-proposes-government-30-year-fixed-mortgages Non-banks plugged into open banking data grid https://www.theadviser.com.au/lender/48669-non-banks-plugged-into-open-banking-data-grid Westpac locks in major cash rate prediction https://www.theadviser.com.au/borrower/48662-westpac-locks-in-major-cash-rate-prediction Commercial Finance Awards launches for 2026 https://www.theadviser.com.au/broker/48668-commercial-finance-awards-launches-for-2026

ASIC is warning Australians to be extremely cautious of investment tips received through social media and messaging apps, amid a spike in reports of so-called 'pump and dump' scams using fake celebrity endorsements and impersonations of financial institutions. ASIC says scammers use the identities and images of well-known finance industry figures, including respected market commentators and economists, to lure consumers into WhatsApp and other messaging groups where they are encouraged to buy investments, particularly shares. Once consumers join a messaging group, scammers provide stock tips designed to artificially inflate the price of a share before selling their own holdings. The share price then falls, leaving unsuspecting investors with significant losses. SBS Reporter Natalie Poyhonen has been talking to ASIC Commissioner Alan Kirkland

In this episode, the crew unpacks the debate around BIP 110, why it has become such a lightning rod in Bitcoin, and what it could actually mean in practice. We talked through the core disagreement over what counts as “spam” on the Bitcoin network, the difference between miner-activated and user-activated soft forks, and why some are skeptical that BIP 110 will achieve its stated goal. We also explored the risks of transaction filtering, the role of consensus rules versus individual policy preferences, and how proposals like this expose bigger questions around governance, open-source development, and trust in Bitcoin node implementations.We also shifted into the mining side of the conversation, where we shared exciting progress on Mujina and why open-source mining firmware matters so much. We highlighted recent demos showing extremely fast power ramping, support for mixed hash boards on a single control board, and new community-built tooling and dashboards. To close things out, we gave a shoutout to the hashers supporting 256 Foundation, checked in on the leaderboard, and teased an upcoming guest episode with someone who knows ASIC development inside and out.

Andrew and Tom discuss memory chips ripping again with ASML and LRCX up 5% on the SK Hynix listing, Broadcom's new multi-year custom ASIC deal with Apple through 2031, Solstice's $14.5 billion cash-and-stock acquisition of Element Solutions with Goldman advising, and Mario Draghi's proposal to restructure the EU into smaller blocs to unlock growth.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

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The government rejects blame as home values fall across every state, Coles shares slide after confirming talks to buy Greencross in a $4 billion deal. Plus, the big accounting firms face an ASIC shake-up following a string of scandals.See omnystudio.com/listener for privacy information.

The ASX 200 rallied 0.7 per cent in a late-session surge ahead of the final trading day of the financial year, with tech stocks leading the gains. Ricardo Gonçalves speaks with ASIC Commissioner Simone Constant about why the corporate watchdog says superannuation trustees must do more to protect members from high fees and risky investments on investment platforms. Plus, Kyle Rodda from Capital.com breaks down the day's market action and what investors can expect as the financial year draws to a close.

On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new Fugu orchestrator, and why memory is emerging as a critical layer of AI infrastructure. Plus, Bulls & Bears covers NVIDIA's $25B bond offering, Apple's MacBook price increases, Micron's record quarter, and Cerebras' first earnings as a public company. The handpicked topics for this week are: Qualcomm Investor Day 2026 — The Data Center Debut: Pat and Dan break down Qualcomm's push into the data center after the company took the stage with Microsoft's Satya Nadella and Meta's Mark Zuckerberg as named customers. They unpack the new Dragonfly platform, including the C1000 250-core data center CPU with PCIe Gen 7 and CXL, the AI200 and AI250 inference accelerators, and a novel High Bandwidth Compute (HBC) architecture that stacks compute under LPDDR memory at dramatically lower cost than HBM. They highlight Qualcomm's ambitious growth targets: $15B data center revenue target for FY 2029, an increased total non-handset revenue goal from $22B to  $40B, and a shortened timeline for automotive revenue by two years. They also debate the identity of Qualcomm's unnamed hyperscaler customer and why its robotics opportunity may be flying under the radar. (The Decode) OpenAI and Broadcom Unveil Jalapeño, OpenAI's First Custom Chip: A photo of Sam Altman and Hock Tan holding a wafer and packaged die kicked off OpenAI's reveal of Jalapeño, a custom inference chip built with Broadcom and slated for late-2026 deployment. The chip reached tape-out in roughly nine months, which is an aggressive cycle for an ASIC of this size, and uses HBM3E memory. Pat takes a victory lap on his long-standing heterogeneous compute thesis: every hyperscaler and now every model lab is building accelerators, and the XPU efficiency argument has played out as predicted. Dan frames OpenAI's broader move as existential: they cannot serve frontier models at premium margins if compute remains constrained. He flags that OpenAI is trying to do everything from chips and fabs to social networks and browsers, and that its IPO is now delayed. (The Decode)   Anthropic and Micron Sign a Strategic Multi-Year Memory Agreement: Anthropic and Micron announced a multi-year supply agreement for HBM, DRAM, and SSDs, including co-designed next-generation memory for AI workloads, along with a strategic investment by Anthropic in Micron. The pattern mirrors Samsung and SK Hynix's pre-funding Anthropic in May, and follows OpenAI's Jalapeño as another frontier lab moving to lock in supply chain control. Dan frames it as the same circular financing playbook NVIDIA ran two to three years ago, but with the ball now in the memory triopoly's court. Pricing-floor agreements with no ceilings, customized rather than commoditized memory architecture, and demand running well past the previously assumed 2027-2028 horizon. Pat notes that the rumored 14% free cash flow margin at Anthropic makes the strategic investment math work cleanly for both sides. (The Decode)   SpaceX Signs $6.3B Compute Deal with Reflection AI: SpaceX inked a $6.3B compute lease with open-source AI lab Reflection AI, at $150M per month from July 2026 through 2029, giving Reflection access to NVIDIA GB300 chips inside the Colossus infrastructure. Combined with the $920M-per-month Google compute contract and existing xAI commitments, SpaceX now has a contracted backlog larger than most public AI startups' entire revenue base, with some calling it the largest commercial AI infrastructure provider at $80B in contracted revenue. Pat reads it as XAI failing to land with developers, consumers, or enterprises, leaving SpaceX with a pot of gold worth far more as wholesale capacity than as XAI's own training compute. Dan flags that Google owning 7% of SpaceX ahead of an IPO is not accidental, and the open question is whether this becomes a Nebius-style infrastructure trade or a full-stack Google-equivalent platform. (The Decode)   Japan's Agentic Orchestrator Sakana AI Ships Fugu Plus and Fugu Ultra: Japan's Sakana AI released Fugu Plus and Fugu Ultra, an agentic orchestrator built on a multi-agent MOE approach that routes workloads across multiple underlying models rather than training a new frontier base model. Sakana claims agentic capabilities on par with or better than top frontier models at significantly lower input/output token costs, similar to the DeepSeek and GLM cost-undercut narrative. Pat compares the architecture to OpenRouter and notes the developer-facing parallel to Perplexity Computer's model-routing approach. Both agree that models themselves are no longer moats, and suggests the real moat is the harness, tooling, connectivity, looping, agentic stack, and total compute availability. Expect more sovereign agentic plays from Japan, the Middle East, and elsewhere on the same template. (The Decode)   The Flip — Is the Era of Memory as a Commodity Over? Daniel takes the FOR side: memory has moved from commodity to strategic AI infrastructure, citing 16 multi-year agreements covering $22B in committed volume booked through 2027, 84.9% gross margins higher than NVIDIA's, the technology barriers of HBM yield/stacking/packaging that only three companies can clear, and demand drivers tied to HBM as the binding constraint on every AI accelerator rather than to elastic consumer cycles. Patrick takes the AGAINST side: long-term agreements and SCAs signal a commodity in a strong cycle, not a structural rerating; nearly every relevant memory standard — DDR5, MRDIMM, HBM3/3E/4, LPDDR5X/6, GDDR6/7, LPCAM2 — is JEDEC-standard and therefore commodity at the pin; and CXMT's China DDR5 production ramps in 2H 2026 with Lenovo already shipping and HP and Dell qualifying. Custom HBM4 and Qualcomm-style HBC are where strategic memory genuinely lives. (The Flip)   NVIDIA's $25B Investment-Grade Bond Offering: NVIDIA priced a $25B multi-tranche bond offering on June 15, its first investment-grade debt sale since 2021, with seven tranches maturing between 2028 and 2056 and $85B in orders against an initial $20B target. Dan reads it as raising when capital is cheap, and oversubscription is real. NVIDIA doesn't need the money, it has a gold balance sheet, and is establishing a credit benchmark rather than funding CapEx. Pat agrees the optics are clean, but flags the irony of NVIDIA, with negative debt, borrowing while the stock trades like dead money at a sub-20x forward P/E. Both note that NVIDIA's underperformance reflects the market's skepticism on memory-as-strategic and on NVIDIA's own capex pace relative to the buildout opportunity ahead. (Bulls & Bears)   Tim Cook Calls Apple's Memory Crunch Price Raises on MacBook and iPad "Unsustainable": Apple announced MacBook and iPad price increases of up to $300, with Tim Cook telling the WSJ the memory cost environment is unsustainable. AAPL fell ~5% on the news, the broader rally was momentarily wiped out before Micron held the gains by close. Dan frames it as a moment when the market saw who is going to pay for the AI buildout: the consumer. He notes Apple's pricing power and inelasticity test is now live. Pat traces the backstory to Apple's negative-margin pricing pressure on Micron during the 2022-2023 memory downturn. The question is whether consumer-price blowback will eventually flow back to the memory vendors. (Bulls & Bears)   Micron Blows the Doors Off Fiscal Q3 — $41.46B Revenue, 84.9% Gross Margin: The memory story continues as Micron reported its largest beat in company history with fiscal Q3 revenue of $41.46B versus a $35.69B consensus, EPS of $25.11, year-over-year growth of more than 340%, and a record 84.9% gross margin that is roughly 10 points above NVIDIA's. Q4 guidance came in at a $50B midpoint against a $43B consensus. The 16 multi-year strategic customer agreements add up to $22B in committed volume, with most contracts containing pricing floors but no ceilings on most of the volume — a structurally asymmetric setup. Pat notes 95% of the beat came from price, not units, which reinforces his commodity argument; Dan flips it as the early innings of an NVIDIA-style run that puts Micron's 2027 profit on par with Google. (Bulls & Bears)   Cerebras' First Earnings Report Since IPO — Revenue Doubles, Margins Compress: Cerebras (CBRS) reported its first earnings as a public company, doubling year-over-year revenue and beating the top line while missing EPS, but the stock sold off hard amid gross margin deterioration. Core revenue came in at $191M, up 12% sequentially, with a $194M Q2 guide that is essentially flat, core gross margins at 47% guiding to 36-38% and 38-41% for the year, and operating margins flipping from positive 2% to a guided -30% to -32%. Customer concentration is shifting from Core42 and G42 (86% of FY25 revenue) to OpenAI, which loaned Cerebras $1B and gets paid quarterly in warrants. Pat flags that Cerebras' uncontested speed claim is no longer uncontested with Groq, TPU v8i, and Tenstorrent putting up real numbers. Cathie Wood is down 52% on her position. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Qualcomm Investor Day Lands the Data Center Pivot — Microsoft Deploying Qualcomm HBC XPUs in Azure (Per Satya Nadella) + Meta MOU on Three New Qualcomm Datacenter CPUs (Per Zuckerberg); $3.9B Modular Acquisition; Dragonfly Brand + AI200/AI250 Roadmap; HUMAIN 200MW Ramp; Qualcomm to Become Largest Automotive Silicon Company; Targets $3B Datacenter Revenue FY27, $35B by FY31 https://finance.yahoo.com/markets/stocks/articles/qualcomm-investor-day-detail-data-163247063.html  OpenAI Begins Vertical Integration — First Custom Inference Chip "Jalapeño" Unveiled With Broadcom June 24 (Hock Tan: As Good as Blackwell + TPU; ~50% Cost Savings; Late-2026 Microsoft Deployment, 10GW Multi-Gen Roadmap); Daybreak Cyber Stack (June 22) Confirms the Platform Shift https://x.com/OpenAI/status/2069770172802773292  Frontier AI Labs Are Now Financing Their Own Supply Chains — Anthropic Locks In Multi-Year Micron HBM/DRAM/SSD Supply + Micron Becomes Series H Investor; Same Pattern as Samsung + SK hynix Pre-Funded Anthropic in May; $965B Post-Money, $47B Revenue Run-Rate, October IPO Target https://investors.micron.com/news-releases/news-release-details/micron-and-anthropic-announce-strategic-agreement-scale-next  SpaceX Signs $6.3B Compute Deal With Reflection AI — $150M/Month July 2026 → End of 2029; NVIDIA GB300 + Colossus 2 Capacity; SpaceX Now Largest Commercial AI Infrastructure Provider With $80B+ Committed Compute Revenue Through 2029 https://finance.yahoo.com/technology/ai/articles/spacex-reportedly-grant-reflection-ai-162749237.html  The Sovereign AI Stack Lands — Japan's Sakana Ships Fugu + Fugu Ultra Multi-Agent System (June 22) That Beats Opus 4.8, GPT-5.5, and Gemini 3.1 Pro on 10 of 11 Benchmarks; Designed Around US Export-Control Risk; Completes the Three-Bloc Sovereign-AI Map With Mistral Compute (Europe) + DeepSeek $7.4B (China) https://www.datacamp.com/blog/sakana-fugu  The Flip Is the Era of Memory as a Commodity Over? FOR: Memory is now strategic AI infrastructure with multi-year supply lock-ins. The cycle dynamics that defined the last 30 years no longer apply. https://www.benzinga.com/markets/tech/26/06/60062500/micron-earnings-could-echo-nvidias-2023-moment-says-futurum-ceo  AGAINST: Memory is cyclical and priced for perfection. This print is either step change or top of the cycle, and the second one is more likely. https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html Bulls & Bears NVIDIA (NVDA) $25B Bond Sale Anchors the AI Debt-Finance Boom — First Bond Offering Since 2021; Joins Alphabet $80B, Amazon $27.5B, Meta $30B, Oracle Stack; Dan: "Locking In Cheap Capital While It Can" https://finance.yahoo.com/technology/ai/articles/nvidia-record-us-25-billion-131039687.html  Apple (AAPL) Falls −5%+ Thursday June 25 on Confirmed MacBook + iPad Price Hikes — Tim Cook RAM "Unsustainable" Comment Lands as Real Price Action; Apple Hikes Erase Micron-Driven Tech Rally Mid-Session; Memory Beneficiaries (SanDisk, Micron) Surge; Analysts "Mostly Nonplussed" https://tickerspark.ai/market/apple-inc-aapl-drops-5-3-as-price-hikes-spook-investors-1782399950638  Micron (MU) Q3 FY26 ACTUALS — Largest Beat in Company History; Revenue $41.46B (+346% YoY) Crushes $35.69B Consensus; Non-GAAP EPS $25.11 (+1,215% YoY) Beats $20.49; Record 84.9% Gross Margin (Higher Than NVIDIA); Q4 Guide $50B Midpoint vs $43B Consensus; Stock +18-19% Overnight to $1,242 https://www.nasdaq.com/articles/nvda-who-micron-blows-doors-q3-earnings-revs  Cerebras Systems (CBRS) Q1 ACTUALS — First Earnings Post-IPO; Revenue $193.4M Nearly Doubled YoY; 2026 Guide $855-$865M Beats $824M; BUT Gross Margins Forecast 38-41% (Down From 45% Q1, Half of NVIDIA + Micron); Stock −20% AH on Margin Compression; Sets Up Inference-Tier Margin Debate https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-announces-strong-first-quarter-2026-results  

The ASX 200 rallied 0.7 per cent in a late-session surge ahead of the final trading day of the financial year, with tech stocks leading the gains. Ricardo Gonçalves speaks with ASIC Commissioner Simone Constant about why the corporate watchdog says superannuation trustees must do more to protect members from high fees and risky investments on investment platforms. Plus, Kyle Rodda from Capital.com breaks down the day's market action and what investors can expect as the financial year draws to a close.

A surprise political deal has blindsided the mortgage industry this week, threatening to wipe out large chunks of broker pipelines overnight. Join host Annie Kane, senior journalist Charlie Tchetchenian, and commercial content writer Ben Squires as they review a frantic week of massive legislative shifts. This week, they discuss: The sudden government deal to ban residential property lending within SMSFs, and what the industry thinks about it. ASIC's car lending review exposes concerns about consumer harm. Why auction clearance rates are crashing. And much more!

Hey, it's Alex. Next month is my 40th b-day, and honestly, my wish for that month is to have a week like this week. A very chill, almost nothing announced week.This week started strong, with Sakana announcing FUGU (AI router) that can beat Fable (which we didn't get back yet), and then... quiet. The most important thing in AI this week from a release standpoint is that GLM 5.2 from Z.AI is having it's DeepSeek moment! Tons of new love for this model since last week! (+ we have the fastest GLM 5.2 deployment in the world with CW inference!) The rest we can quickly count on one hand, Anthropic added Claude to Slack (which made folks hate Andrej Karpathy), OpenAI announced their own inference chip, GPT 5.6 will be delayed and the US Gov will decide who gets it (yes really) and Sean Grove joined us to talk about Linzumi and his vision for running 10,000 agent hours per person per day. Oh and next week, is a special AI Engineer live stream from World's Fair! Don't miss itLet's get into it! Subscribe to never miss a beat! GLM 5.2 is having its DeepSeek moment (HF, CW Inference)We covered GLM 5.2 last week, but this week was when the rest verdict came in! We've never seen a better MIT licenced AI model! GLM 5.2 is scoring top scores on agentic benchmarks (Arena.ai), Design benchmarks, Legal tasks and full on software engineering tasks. The jump in generations from prevoius GLM is also massive and notable, as the lab is working on creating the next version of GLM (per the CEO's reply to Elon on X).Peter from Arena pulled up the Agent Arena numbers and they align with the vibe. GLM 5.2 sits above 5.1 but below Opus and Fable, which feels about right. Where it gets wild is Web Dev Arena: second place, right after Fable. Peter's take was that GLM has really good defaults. If you just say “give me a webpage” it gives you something nice. GPT models, by contrast, start off looking bad and need more steering.Last week, I asked my agents with GLM 5.2 to create a custom ThursdAI.news page for itself and it did a marvelous job! Look at that beautiful font, the castle it made... this is all just delignful. We also played Hassan's blind test on the show. It's a website that @nutlope built that lets you try and guess which webpage was built by which model. Nisten nailed it immediately by spotting Opus's circular buttons. Wolfram guessed right too. I got one wrong. The point isn't that GLM beats Opus, it's that you genuinely can't always tell which one costs 22 cents and which one costs 3 cents.Wolfram did flag that GLM is not good in German. First response already had mistakes. So if you're building for a non-English market, keep that in mind. It's a workhorse model, not a conversationalist. His approach: use GPT 5.5 for planning and discussion, GLM for the actual work, then GPT reviews. This weeks Buzz is all about GLM 5.2! First, we may have not been the fastest, but I'm glad to announce that we're the fastest provider to host GLM 5.2 on OpenRouter (at least at the time of writing this)! We're also not to shabby on the Artificial Analysis checks, clocking at #4 among the providers they tested for speed, TTFT and costAlso, Wolfram ran his WolfBench tests on GLM 5.2 and it's the best open model he's ever tested! In this new 3d view, wolfbench also shows the number of tokens it took for this test to run, and you can see that GLM 5.2 is fairly conservative with it's thinking budgets! Unsloth's 1-bit GLM 5.2 runs on a Mac Studio (X, HF)Shout out to Daniel Han and the Unsloth team, who took this 744B beast and quantized it down to a roughly 200GB GGUF that fits on a Mac Studio with 256GB of RAM. One bit still makes me laugh out loud. How does that even work. Nisten clarified it's a mixed quant, a true 1-bit would be under 100GB, but still.The wild part is the scores hold up. The 1-bit is within a point of GPT 5.5 on Frontier SWE, hits 62% on SWE-bench Pro, and 81% on Terminal-Bench. For a 1-bit quant that's incredible! AI's second-order effects: Apple is raising pricesThis one is AI news even though it doesn't look like it. Apple just raised prices across the board, base versions up around 20%, citing memory shortages. Same reason your RAM and SSDs cost two to three times what they did a year ago.We are so capacity constrained that memory is having its moment. Data center contracts are getting booked 18 months out, and here's the twist Nisten flagged: even open models you can run at home increase demand, because now a business says “great, we'll buy a rack of B200s and run it ourselves.” Sam Altman once said people saying “thank you” to ChatGPT costs them millions in generated “you're welcome” replies. Multiply that by a billion users. Even Intel is flying right now because anyone who can make a chip is winning.Is it worth it? I think yes. I love living in the era where Fable drops and we all get a taste of the future. But also I must admit this sucks and I hope that we'll unlock performance gains with the extra power all this AI is bringing to the world. But ask me again once the new iPhone hits and it's $300 more costly than the last one

Minimis have combined your smart watch and phone, and put it in your sunglasses, to streamline athletic performance.There's no more cocking your wrist to check your numbers, or taking your eyes off the road to tap on your phone.Ideal for running and biking, it's a product created by a finance lawyer and a medical engineer.Joseph Guo is a young lawyer who's worked at ASIC, IAG and Macquarie. He's also a keen runner and cyclist, who saw a gap in the market.Paul Skevington has spent 25 years working as a medical engineer, creating artificial hearts, and his most recent posting was robotics in China. He's also a keen runner. They've combined forces to make Minimis Smart Glasses. They're backed by capital in the US and Asia, and they've about to take their product to market. This is their story. 

אם הייתי שואל אנשים מה הם רוצים, הם היו עונים 'סוסים מהירים יותר'~הנרי פורדאם נמשיל סוסים לשבבים סטנדרטיים, אפשר לומר שסרברס המציאו את המכונית.לנושא נחשפנו לראשונה כשד"ר עדי פוקס כתב לנו בקבוצת המאזינים על הבום הגדול בשוק המניות האמריקאי בעקבות ההנפקה של סרברס, והדרך משם ועד לפרק לא הייתה ארוכה, ועברה דרך סקר חד משמעי במיוחד. עדי דיבר איתנו בעבר בפרק 49 על מאיצי AI ובפרק 52 על נושא הדוקטורט שלו - מגבלות האצה של חומרה.היה זה אך טבעי שעדי יהיה המרואיין שיבוא לדבר איתנו על הסיבה שבגינה ההנפקה של סרברס הייתה מוצלחת כל כך.על מה דיברנו?- מה זה המוצר הזה של סרברס ואיזה בעיות הוא בא לפתור?- מה זה בכלל צ'יפ?- איך ואיפה מאחסנים מידע בצ'יפ כל כך ייחודי?- מה עושים עם הקירור?- איך מספקים מתח אחיד למפלצת ההספק הזו?- אילו אתגרים התמודדו איתם בסרברס בדרך לצ'יפ הזה?- מה הפתרונות האלטרנטיביים?- מה אנחנו מקווים שיקרה בעקבות ההנפקה הזו?אחרי שהאזנתם לפרק, ובהנחה שאתם לא בוטים, מוזמנים להצטרף לקבוצת הדיונים (השניה!) שלנו - שם תשמעו את הבום הבא לפני כולם >>> https://chat.whatsapp.com/BEGBOy60dNfAhWgc31vmXHנשמח לשמוע את דעתכם על הפרק בתגובות.פרק 95 - The Biggest ChipHard Reset - הפודקאסט של קהילת Hardware Engineering Israel.מוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.comהאזנה נעימה.

Can Bitcoin save traditional farming from total collapse? El Salvador's Cherito (@CheritoCafe) de-financialized his supply chain, uses a Bitcoin circular economy to bypass banks, and runs nodes inside his coffee lab! In this episode, we sit down with Jorge, globally recognized in the community as Cherito, to dissect how legacy financial institutions manipulate commodity pricing to trap agricultural families in a perpetual cycle of poverty after leaving a lucrative technology and finance career in Seattle to return home to El Salvador. We took a look at how he is merging specialty coffee, agroecology, and a peer-to-peer Bitcoin standard to build an automated, zero-fiat circular economy from the ground up. Faced with total ruin from systemic economic decay and a devastating agricultural plague, Jorge realized that the only path to survival was to completely opt out of the generic commodity market by fundamentally restructuring how high-end specialty coffee is valued. Through the launch of the Bio Crop Project, he pioneered a localized framework that prioritizes biological resilience and ancestral agroecology over industrial chemicals and corporate-controlled seed monopolies, proving that wealth creation requires physical sacrifice, strategic crop diversification, and an unyielding commitment to local food independence.To fully protect this model from predatory global inflation, Jorge took absolute control of his supply chain by vertically integrating everything from the volcanic soil to direct international exporting. He breaks down how shielding delicate bean profiles from corporate exploitation relies entirely on understanding how to leverage the distinct microclimate and high-altitude terroir of El Salvador's mountains. By taking his message directly to global academic panels and roaster guilds, he transformed a vulnerable, localized crop into a premium global asset capable of dictating its own fair valuation on international markets.The structural revolution took place when this physical infrastructure collided with a digital, sound money standard right here in El Zonte. Jorge explains how finding the Bitcoin whitepaper provided the missing link for his business, allowing him to establish a completely self-sustaining circular economy that operates entirely outside the legacy banking grid. By anchoring his operations to a peer-to-peer electronic cash network, he successfully eliminated credit card processing traps, currency devaluation risks, and international wire delays, allowing his business to reallocate bank fees directly into the pockets of his local workers.We wrap up the conversation inside his newly launched flagship facility, where the boundaries of a traditional business are being completely redrawn through onsite coffee roasting, active ASIC miners, and a live blockchain node visualizer. We also dive into the fascinating history of his beautifully restored 1974 GM Cherito truck, which is a rare piece of Salvadorean automotive engineering that embodies absolute scarcity. Finally, Jorge reveals the genius behind upcycling discarded fruit skins into a refreshing, antioxidant-rich beverage the community now proudly calls "Bitcoin Libre", proving that under a true proof-of-work standard, absolutely nothing goes to waste.—Bitcoin Beach TeamLearn more about Cherito:X: https://x.com/CheritoCafeWeb: https://www.cheritocafe.com/IG: https://www.instagram.com/cheritocafe.svSupport and follow Bitcoin Beach:X: https://www.twitter.com/BitcoinBeachIG: https://www.instagram.com/bitcoinbeach_sv TikTok: https://www.tiktok.com/@livefrombitcoinbeach Web: https://www.bitcoinbeach.com Browse through this quick guide to learn more about the episode:00:00 Intro01:25 Why do tech professionals quit fiat careers for El Salvador?05:09 How does legacy financial structure impact farming stability?09:01 How do you bypass banking intermediaries via a circular economy?10:52 Why does physical proof of work require long-term capital?17:09 How does El Salvador protect commodities from global inflation?25:31 Why is specialty coffee cultivation analog proof of work?32:00 What does the bitcoin supply cap teach us about scarcity?45:24 How do you run a routing node and ASIC miners inside a business?49:24 Why is Bitcoin Libre a direct challenge to central planning?Live From Bitcoin Beach

In this episode, NG Zhang, founder and CEO of Canaan Inc., shares his journey in Bitcoin mining technology, from early ASIC development to modern innovations like heat reuse and energy integration. We talk about the evolution of mining hardware, industry trends, and future prospects.Timestamps:(00:00) –  Intro and Early Days of Bitcoin Mining(03:40) –  From FPGA to ASIC Technology(06:22) –  The Avalon A16 Series(09:07) –  Reliability and Durability of Mining Machines(12:15) –  Failure Rates and Useful Life(14:40) - Primary Market and Secondary Market for Mining(16:40) –  Small Scale vs. Large Scale Mining(22:00) - What % is home mining today?(23:00) - Heat Recovery(29:00) - Different methods of cooling in Bitcoin Mining(31:40) - Mining machine form factor(32:40) - Stratum V2 Support?(37:35) - Market Dynamics: Public vs. Private Miners(39:50) –  Energy Grid Integration and Bitcoin Mining(44:25) - Efficiency gains are slowing down in bitcoin miningLinks: https://www.canaan.io/Stephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack

Cam Darlington is Global Strategy Expert at Mitrade, the Australian-founded CFD trading platform regulated by ASIC in Australia and CySEC in Europe, offering forex, commodities, indices, shares, and crypto from a single account. A Nova Scotia native based in Hong Kong for the past eight years, Cam brings a dual perspective: a traditional finance background working with brokers expanding across Asia, and recent experience as co-founder and COO of easy.fun, a social trading app built on Solana and Hyperliquid. Why you should listen Cam has a name for the phenomenon most people inside traditional brokerages never see from the trenches: the convergence. TradFi and crypto are collapsing into a single market structure, and the pivot point, he argues, is Washington. With the CLARITY Act working through the Senate and President Trump signing the Integrating Financial Technology Innovation into Regulatory Frameworks executive order in May, digital asset brokers are being ushered toward the core plumbing of the US financial system, including direct access to Federal Reserve payment rails. Add growing regulatory comfort with tokenized stocks trading at parity with their underlying assets, and the discount problem that dogged early real-world-asset experiments like Robinhood's tokenized equities starts to disappear. Tokenized RWAs, Cam says, just became viable. The second-order effects are reshaping market infrastructure itself. When a broker like Robinhood can mint tokenized stocks on its own proprietary chain and handle execution and settlement in-house, it stops feeding liquidity to the public exchanges. Cam frames the exchange's recent moves, including its tokenization partnership with Kraken built on the xStocks framework, as a defensive response to exactly this threat. He speaks from experience here: his team at easy.fun integrated the xStocks API and saw firsthand how thin liquidity gets once you trade beyond Nvidia, Apple, and Tesla. Cam says players most at risk are the centralized crypto exchanges, squeezed between newly crypto-enabled traditional brokerages on one side and purpose-built DeFi venues like Hyperliquid on the other. For traders, Cam's message is about survival. The first year determines whether someone becomes a trader or a statistic, and he is scathing about platforms offering 1,000x leverage to beginners, which he likens to handing a brand-new driver a Ferrari and pointing at the motorway. He makes the case for starting on a regulated platform with guardrails, modest leverage, built-in TradingView charting, and daily strategy feeds, which is precisely the gap Mitrade aims to fill as a companion to a traditional brokerage account.  Supporting links Stabull Finance Mitrade Sign up to Mitrade Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

In this episode of On Just Terms, Jason Betts and Harry Edwards are joined by Lucinda McCann, Chief Compliance Officer at the ASX, for a candid conversation on the organisation's approach to its supervisory and enforcement responsibilities. Lucinda discusses ASX's shift to risk-based supervision, effective engagement during its inquiries, continuous disclosure obligations, trading halts, and its referrals of matters to ASIC. She also explores the impact of the securities class actions market on its work and how AI may support the ASX's work. A practical discussion for those advising or working in Australia's listed markets.

马斯克旗下SpaceX将启动首次公开招股（IPO），拟筹集创纪录的750亿美元资金，澳大利亚证券和投资委员会（ASIC）罕见批准澳大利亚散户投资者也能参与此次IPO（收听播客，了解详情）。在YouTube、Apple Podcasts或Spotify搜索播客名“澳洲经济观察”，随时收听澳洲本土视角的财经解读。

ASIC Commissioner Simone Constant joined 3AW Breakfast hosts Ross and Russel.See omnystudio.com/listener for privacy information.

הספקטרום האלקטרומגנטי נפרש כל הדרך בין גלי רדיו ומיקרו ועד גמא.אבל מה בפועל משתנה בין תחום אחד לתחום אחר? ולמה יש תחומים צפופים יותר וכאלה צפופים פחות?למה הTrace-ים על PCB מתנהגים שונה בתדר גבוה? ומה גורם לקרינה להיות מייננת?פרופ' ערן סוחר הוא ראש בית הספר להנדסת חשמל ומחשבים באוניברסיטת תל אביב, והוא בא לענות לנו על השאלות הללו ועוד רבות, יחד עם מיקוד בתחום המחקר שלו שנמצא, גם הוא, בספקטרום.על מה עוד דיברנו?- למה חלק מסוגי הקרינה קלים יותר לייצור וזיהוי לעומת אחרים?- מה אורך הגל הכי קצר, והכי ארוך, בספקטרום האלקטרומגנטי?- אילו פרמטרים נוספים יש בשידור RF חוץ מתדר?- למה תופעות כמו רעש, פרזיטים וצימוד דומיננטיות בתדרים גבוהים?וגם:- איך השתנה התואר בהנדסת חשמל בעשור האחרון?- האם הציפייה מסטודנטים השתנתה בעידן הAI?- אילו מיומנויות יובילו סטודנטים ובוגרים להצלחה?אחרי שהאזנתם לפרק, ובהנחה שאתם לא בוטים, מוזמנים להצטרף לקבוצת המאזינים שלנו - שם אנחנו מאבחנים אתכם על הספקטרום ומחלקים לכולם תדרים >>> https://chat.whatsapp.com/KwUu8pQsxx220qS7AXv04Tנשמח לשמוע את דעתכם על הפרק בתגובות.פרק 94 - The Electromagnetic SpectrumHard Reset - הפודקאסט של קהילת Hardware Engineering Israel.מוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.comהאזנה נעימה.Lior SchermannYuval Kogan

Headlines: One Nation’s Barnaby Joyce backtracks over kicking permanent residents out of their homes ASIC is formally investigating KPMG Thermos King Food Jar recalled after causing vision loss in the US China’s about to put a 55% tariff on Aussie beef Prince Andrew appears with a massive face bruise Deep Dive: Aussies love to talk about property prices, and the focus this week has been on new data showing declines in some house prices. But how significant are the downturns in Sydney and Melbourne, and what kind of properties are still hitting record highs? In this episode of The Briefing Natarsha Belling is joined by My Bui, economist at AMP, to talk about whether Australia is actually in a property correction, and what it could mean for your finances. Follow The Briefing: TikTok: @thebriefingpod Instagram: @thebriefingpodcast YouTube: @TheBriefingPodcast See omnystudio.com/listener for privacy information.

An investigation by the UK’s National Audit Office found the former Prince charged staff to rent cottages on his former home on the Windsor Estate. Plus, Bondi hero Ahmed al Ahmed denies assault allegations and Lendlease boots KPMG staff over audit scandal. Read more: Andrew charged staff rent to live at his Royal Lodge estate Andrew Mountbatten-Windsor photographed with large bruise on his face Bondi massacre hero Ahmed Al-Ahmed charged with assaulting his father Lendlease orders KPMG staff removed from its account as ASIC details audit scandal probeSee omnystudio.com/listener for privacy information.

David Jones lost more than $95 million in 2025… and is being investigated for being six months late to report it. Hasbro, the mega toy company has launched a new unit to allow businesses to rent the AI voices of Optimus Prime, Mr. Monopoly and Peppa Pig. Victoria’s Secret’s shares have soared 50%... after it bumped its revenue forecast by $180 million. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Cosy hoodies and tight party dresses have put White Fox clothing label founders Daniel and Georgia Contos on the Richest 250 list, and now their financial documents show big profits and huge dividends. Plus, Jim Chalmers is buoyant about falling auction clearance rates. Read more: First White Fox financial accounts reveal profits, dividends and how founders built a $1.42bn fortune Auction clearance rate fall 'a good thing' for first-home buyersSee omnystudio.com/listener for privacy information.

Editor's note: In our first BioHub pod with Priscilla and Mark they discussed their acquisition of EvoScale, led by Alex Rives, who is now Head of Science at BioHub. With ESM-1 they trained language models on millions of protein sequences drawn from across life, with a simple “next token” objective: predict the amino acids that have been randomly masked out, based on the context of the rest of the sequence. But they soon found that these models also learned biological structure and function, including properties the model had never been explicitly shown AND that this ability scales predictably with compute, leading to ESM2 and ESM3.Today, Alex announced ESMFold 2, an open scientific engine to power prediction, design, and discovery across protein biology.Building on Cryo-EM data (discussed in the CZI pod), ESMFold2 reports state of the art performance on protein interactions, especially antibodies, a critical modality for therapeutics, and evidence that inference time scaling is also working across five targets in cancer and immunology.In a nod to that other famous AI x protein folding project, they are also releasing an atlas of 6.8 billion proteins, and 1.1 billion predicted structures, which you can play around with on their website. We are honored to work with them for this huge release!One of the refrains we've heard on the Science pod has been that protein folding, materials design, cellular biology, etc. are very different problems from Language Modeling. They definitely are. Yet Alex Rives and the ESM team at BioHub just released a preprint and model, demonstrating that vanilla BERT-like transformer models trained on sufficiently large and diverse data sets can beat specialized models like AlphaFold3 on some of the hardest protein-related problems. Andrew White had a great segment in our first LS-Science episode that explained how mind blowing AlphaFold2 was when it was released in 2020: it suddenly solved problems on a GPU on your desktop that DESRes had built custom-ASIC supercomputer clusters to solve. John Jumper and Demmis Hassabis received the Nobel Prize in Chemistry for this work.AlphaFold2 took advantage of an very clever observation: if multiple species co-evolve pairs of mutations, this implies that the mutations correspond to parts of the protein that are close in 3d space. This is usually shorthanded as MSAs (multi-sequence alignments), and is the key insight which makes AlphaFold2 so effective.Like other inductive biases, however, it hurts generalization.Scale-pilled before it was coolIf you take a look at the timeline for scaling laws for LLMs and release of structure prediction models, the ESM team notably doubled down on their MSAs-be-damned approach after AlphaFold2 released. This obviously requires a great deal of belief in the scale hypothesis.Why the conviction?ESM developed at a time when many of the scaling laws and the “Bitter Lesson” were proving increasingly correct. AlphaFold2's wild success must have been both exciting and bitterly disappointing. But using MSAs mean that the model is is dependent on training data that contains MSAs in order to be accurate in a given domain. For things like antibodies that don't have MSAs to train on, AlphaFold tends to do poorly.ESM takes a different approach: learn the relationship between different proteins by unsupervised training on as much diversity as you can find (sound familiar?) and then correlate that back to structures know from the Protein Data Bank (PDB) and other sources. In other words, a World Model.World Model for proteins“World Model” is a hype term that I define like this:Use unsupervised training to learn abstract patterns from the data:* The abstraction should be semantic - novel constructions represent things that obey the rules of the real world* The abstraction should be compositional - recombining different patterns leads to novel and often valid constructions* The abstraction should support generalization - it predicts things in the real world it wasn't trained on Once you have a world model, you can attach “heads” to it for downstream tasks: predict properties of a protein, decompose its functional features, or search the representation for proteins that meet design criteria. The two big models BioHub just released under MIT license map directly onto this:* World model → ESMC (a model trained on 2.8 billion sequences)* Structure-prediction head → ESMFold2One of the interesting ways the world model can “predict things” is to generate proteins sequences and then measure the predicted properties, such as binding affinity, in the lab. Alex talks in the episode about validating some of the harder molecules they predicted in the wet-lab. Very cool!Another way is to use mech-interp techniques such as Sparse Auto Encoders (SAEs) to extract semantic features from your model, and then find novel features that predict unknown biology. I won't spoil this part for you: it was one of the highlights of the episode for me!A cell is a computerWe have all heard that genes are like computer programs, but usually the analogy fizzles after that. Of course genes are transcribed into RNA and RNA is translated into proteins, so genes are programs for building proteins, but that carries the analogy only to “binary digits are programs.” Here's a better analogy: you can think of the cell nucleus as a storage device / storage controller, the ribosome as a JIT-compiler and runtime, and the semantic features that we learn from our world model via SAEs as functions, proteins as processes that interact together in workflows (signalling pathways) to produce behaviors and outputs (phenotypes). Like functions, the SAE features have a hierarchical composition from local, secondary and tertiary structures (mimicing protein structure), but also motifs that are conceptual, such as membrane integrations, disordered regions and disulfide bonds. As we learn to compose these features we into novel protein designs, we move further towards programmable biology. Alex goes into much more detail about this in the episode, as well as:* Principles for new data collection* BioHub's vision* Modeling the cellEnjoy!Full Video podcastplease like and subscribe!* X: https://x.com/alexrives* LinkedIn: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

In this episode, we debrief Telehash #4 and dig into the open-source future of Bitcoin mining. We share behind-the-scenes metrics from HydraPool's six-and-a-half–hour live stress test, including 30.8 zettahashes processed, an average of 1.32 EH/s, a peak of 2.495 EH/s, 2,231 workers, 59 unique users, and an impressively low ~1% server CPU under >2,000 connections. We explain why rejection rates under ~2% matter, how stale and “difficulty too low” shares differ in solo vs pooled mining, and how Stratum “suggest difficulty,” plus our d= and h= password parameters, help right-size starting difficulty—making Telehash inclusive for both exahash renters and single-chip Bitaxe miners. We also touch on leaderboards, loyalty uptime rules, and shout out supporters like Elektron Energy, Compass, Saaz Mining, and Abundant Minds. From hardware to policy, we discuss Bitaxe UX updates (LVGL, Figma-driven UI, external display/knob), DOOMAXE fun, and industry standardization—from firmware and pools to racks, cooling, and power—arguing that open reference designs cut costs and risk for everyone. We cover GridPool's “winners list” approach to decentralized variance smoothing, the Patoshi/extra nonce story, vardiff dynamics, and privacy-conscious VPN mining. We reflect on immersion's decline versus hydro, ASIC roadmap realities and slowing efficiency gains, the supply-chain and security stakes (FCC Wi‑Fi moves, vendor backdoors), and why nonprofit coordination via the 256 Foundation matters for open firmware, dev kits, and reference designs. We close with community invites, next steps for Telehash #5, and a call for ASIC makers and big miners to collaborate on open standards that benefit small and large operators alike.

If the darkest hour is just before the dawn, it's going to be a long night for anyone looking to fly non-stop from the east coast to London or New York – yet another delay has pushed back the launch of Qantas' 22-hour "Project Sunrise" flights to later in 2027. With the first of the Flying Kangaroo's specially-fitted A350-1000ULRs now not slated to arrive until April next year due to supply chain issues at Airbus, how much longer will Australians have to wait for the game-changing ultra-long-haul services? On this week's Australian Aviation Podcast, Jake and David look into the latest Project Sunrise delays and what's still needed before the flights can get off the ground. Plus, welcome news for regional airports hit by the Rex collapse, while ASIC wins a surprising mea culpa from the airline's former boss.

Sabemos cómo de fácil se ha vuelto minar en casa con un Bitaxe pero ¿te imaginas todo lo que implica minar con 100MW? De eso va el pod de hoy, de conocer cómo es operar una granja de más de 20.000 ASIC miners y cómo se llega ahí. Un pod de viaje a Paraguay y con el que conocer también al gran Bruno Vaccotti. Recuerda su nombre. LINKS: Web de Acelerando Bitcoin: https://acelerandobitcoin.com/X de Bruno: https://x.com/peztresojosÚnete a mi correo 

HSF Kramer Chair and Senior Partner Rebecca Maslen-Stannage and Head Office Advisory Partner Carolyn Pugsley, unpack the Federal Court's landmark decision and draw out practical takeaways for NEDs in this two-part podcast series. In this episode, they discuss the facts and basis of ASIC's allegations, as well as the key outcomes and contributing management and board dynamics (drawing contrasts to other seminal directors' duties cases such as the Centro decision). In episode two, the discussion turns to the broader governance lessons from the Star decision — including Justice Lee's pointed observations on AI in the boardroom, the growing impracticality of modern board papers, and the role of general counsel and company secretaries. This is a must-listen for NEDS navigating the evolving duties landscape in Australia.

אנשי הרנסאנס הן אנשי אשכולות אשר חיו בתקופת הרנסנס (שוקינג!) בין המאות ה-14 וה-17.הם מתוארים כאנשי אשכולות אשר עסקו במספר תחומי עיסוק במקביל.המרואיין שלנו היום הוא סוג של איש רנסאנס מודרני. רן לוי הוא צייר ופסל… סתם, לא. רן הוא מהנדס חשמל, סופר, פודקאסטר, מרצה, מוזיקאי ואפילו אושיית טיקטוק.המאזינים הותיקים שלנו זוכרים שראיינו את רן לוי בפרק 23, אז דיברנו על הסכנות האורבות לשבבים בחלל.על מה דיברנו הפעם?- איך נשאל "איך" טוב יותר באמצעות "למה"?- איך בעולם עם נגישות גבוהה למידע (ובפרט מידע כוזב) מצליחים ללמוד בצורה עמוקה ומשמעותית?- איך זוכרים טוב יותר?- איך מנגישים ידע לקהל הרחב ובפרט איך נסביר את העבודה שלנו לאחרים?- איך עושים אנלוגיות טובות?- ועוד (ממש) הרבה!אחרי שהאזנתם לפרק, ובהנחה שאתם לא בוטים, מוזמנים להצטרף לקבוצת המאזינים שלנו - שם אנחנו מסתקרנים לגבי היותכם אנושיים >>> https://chat.whatsapp.com/KwUu8pQsxx220qS7AXv04Tנשמח לשמוע את דעתכם על הפרק בתגובות.פרק 93 - CuriosityHard Reset - הפודקאסט של קהילת Hardware Engineering Israel.מוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.comהאזנה נעימה.

"Our little home controller, building controller, it knows our electric rate, it knows the way that electric rate changes based on the time of day. It knows the PV flux, the solar flux from the solar panels. So it knows if there's excess power that the building's not using.It also knows our natural gas rate. It also knows the Bitcoin price and the network difficulty. This is all just in our software.And in real time, our building can choose, it can flip between heating with gas or with hashrate to save you the most money." ~ Tyler Stevens I am constantly shocked by how much of our everyday infrastructure is basically begging for a Bitcoin upgrade. Almost half of the world's energy is used for heat, and a quarter of it is just "comfort heat" to keep our homes and water warm. What if we generated all of that with bitcoin miners instead? I sat down with Tyler Stevens, a former aerospace thermal engineer who is currently helping spearhead the Hashrate Heatpunks movement. I've been running my own hacky miner-heater setup downstairs to survive the winter, but Tyler and the guys at the 256 Foundation are taking this to an entirely different scale. We talked about stripping away our reliance on monopolistic giants like Bitmain and finally building a fully open-source mining stack. The stakes here are high. If even a fraction of normal households swap their standard electric heating elements for ASIC chips, we're looking at a huge decentralization shift for the grid and an explosion in Bitcoin's security budget. We also get into the reality of sovereign smart homes, avoiding creepy cloud-connected thermostats, and why the "energy waste" critics are entirely blind to how thermodynamics actually works. This was an incredibly fun conversation and it proves we are still incredibly early to what home mining will eventually look like. Guest Links Tyler on X (Link: https://twitter.com/tylerkstevens) Exergy's Website (Link: https://exergyheat.com/) 256 Foundation's Website (Link: https://www.256foundation.org/) Hashrate Heatpunks' Website (Link: https://heatpunks.org/) The Space's Website (Link: https://denver.space/) Affiliate Links Become sovereign, hold your keys, be censorship resistant with the Bitbox hardware wallet. Get 5% off everything in the store with code GUY (Link: https://bitbox.swiss/) Get 10% off the best Bitcoin board game in the world, HODLUP! Or any of the other great games from The Free Market Kids! Use code GUY10 at checkout for 10% off your cart! (Link: https://www.freemarketkids.com/collections/games-1) (Under construction) Check out the list of products and services I use and recommend on BitcoinAudible.com (Link: https://bitcoinaudible.com/) Host Links ⁠Guy on Nostr ⁠(Link: http://tinyurl.com/2xc96ney) ⁠Guy on X ⁠(Link: https://twitter.com/theguyswann) Guy on Instagram (Link: https://www.instagram.com/theguyswann) Chapters (00:00:00) - Introduction to Hashing for Heat(00:02:55) - Tyler Stevens and the Heat Punks community(00:11:10) - The economics of unprofitable home mining(00:17:39) - Replacing global comfort heat with ASIC chips(00:19:30) - Why Bitcoin miners are fully efficient resistive heaters(00:26:42) - Capital expenditure savings against traditional gas furnaces(00:32:47) - Routing solar, gas, and hash rate automatically(00:38:52) - Why local smart thermostats beat corporate cloud options(00:44:50) - The challenge of retrofitting commercial hardware for homes(00:50:31) - Rebuilding the open-source mining stack with 256 Foundation(00:58:11) - Corporate backdoors and the true risk of closed firmware(01:09:54) - Connecting water-cooled miners to residential HVAC ducts(01:22:31) - Fixing failed residential solar economics with Bitcoin computation(01:30:27) - Using protocols to build a fully decentralized energy grid(01:42:27) - 256 Foundation fundraising efforts and grant program(01:50:03) - Closing thoughts

In this episode, we kick things off by examining a brutal wave of workforce cuts hitting the U.S. supply chain sector. More than 5,183 freight-related workers have been affected by shutdowns, restructurings, and contract losses spanning at least twenty states across logistics, manufacturing, and transportation. The largest single reduction came from California-based FreshRealm, which filed for Chapter 11 bankruptcy after disruptions tied to a 2025 listeria outbreak, with major cuts at third-party logistics operators and automotive parts manufacturers also contributing to the staggering totals. Next, we explore how Florida law enforcement has dismantled a massive organized theft ring in an investigation known as Operation D-Fence. Authorities arrested fourteen people and estimate that roughly $7 million in proceeds moved through the criminal enterprise over the last year, with the operation allegedly functioning like a business complete with theft crews, transportation networks, centralized storage locations, and online resale channels targeting major retailers and construction sites across Florida, Indiana, Kentucky, and Tennessee. Finally, we unpack how the wreckage of the autonomous driving boom is being repurposed into a new generation of commercial trucking safety technology. MicroVision secured Luminar's assets for $33 million after the company's bankruptcy, gaining production programs with Volvo, an ASIC design team in Colorado Springs, and world-class validation facilities in Orlando. For fleet operators, the value proposition translates directly to cost-per-mile savings, with advanced driver-assistance systems delivering substantial accident cost avoidance and some insurers offering up to twenty percent reduced premiums. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The ex-girlfriend of maverick New South Wales politician Mark Latham has refuted claims she received insider trading tips from billionaire tech founder Richard White. Plus, Donald Trump’s latest White House renovation plans. Read more: Mark Latham’s former partner Nathalie Matthews denies receiving insider trading tips from Richard White Trump’s latest White House renovation plan: a helipad on the South Lawn See omnystudio.com/listener for privacy information.

In this episode, we kick things off by examining a brutal wave of workforce cuts hitting the U.S. supply chain sector. More than 5,183 freight-related workers have been affected by shutdowns, restructurings, and contract losses spanning at least twenty states across logistics, manufacturing, and transportation. The largest single reduction came from California-based FreshRealm, which filed for Chapter 11 bankruptcy after disruptions tied to a 2025 listeria outbreak, with major cuts at third-party logistics operators and automotive parts manufacturers also contributing to the staggering totals. Next, we explore how Florida law enforcement has dismantled a massive organized theft ring in an investigation known as Operation D-Fence. Authorities arrested fourteen people and estimate that roughly $7 million in proceeds moved through the criminal enterprise over the last year, with the operation allegedly functioning like a business complete with theft crews, transportation networks, centralized storage locations, and online resale channels targeting major retailers and construction sites across Florida, Indiana, Kentucky, and Tennessee. Finally, we unpack how the wreckage of the autonomous driving boom is being repurposed into a new generation of commercial trucking safety technology. MicroVision secured Luminar's assets for $33 million after the company's bankruptcy, gaining production programs with Volvo, an ASIC design team in Colorado Springs, and world-class validation facilities in Orlando. For fleet operators, the value proposition translates directly to cost-per-mile savings, with advanced driver-assistance systems delivering substantial accident cost avoidance and some insurers offering up to twenty percent reduced premiums. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Kise Shannon is VP of Business Development at Gridmatic, an AI-first power company helping Bitcoin miners and other flexible loads turn energy market volatility into opportunity. Drawing on more than 20 years in the US energy industry – starting in Texas the moment the state deregulated – Kise has built her career across both global energy majors and startups, and now leads Gridmatic's push into the Bitcoin mining vertical from her base in Houston. Why you should listen Most retail electricity providers evolved out of legacy utilities, and it shows: slow innovation, rigid contracts, and pricing models that punish flexibility. Gridmatic was built differently. The company applies foundational AI models – the same forecasting and optimization engine that powers its wholesale trading desk and its battery storage business across ERCOT and CAISO – to the question every miner is trying to answer in real time: when do I run, when do I curtail, and what is my true effective rate? Kise walks Andy through how that AI layer ingests hundreds of thousands of data points to forecast prices down to specific nodal locations, automating the financial trading between day-ahead and real-time markets while the miner stays focused on operations. It's a clear-eyed look at what "AI-powered energy optimization" actually means once you strip away the buzzwords. The conversation then turns to one of the most underdiscussed problems in mining economics: collateral. New mining LLCs have no trade history, which means traditional retail suppliers demand large upfront deposits at exactly the moment a miner is bleeding cash on land, interconnect, containers, and ASICs. Gridmatic has solved this through partnerships with OBM, Synota, and Satoshi Energy's Bitcurrent platform, all of which enable daily settlement in place of monthly invoices. Layer in Strike for Bitcoin-to-USD conversion and miners can effectively pay their power bill in BTC each day without parking working capital as collateral. Kise also explains why contractual flexibility matters more than ever as miners blend ASIC and AI compute on the same site – two very different load profiles requiring very different energy strategies. Kise makes a strong case for why Texas remains the best home for flexible mining despite tightening competition for interconnects. Abundant land, a state government that has actively welcomed the industry, deep renewable penetration, and natural synergies with the oil and gas sector all combine to make ERCOT uniquely suited to flexible loads. More importantly, Bitcoin miners are not just consumers of Texas power – they are critical grid resources, capable of fully shutting down when supply tightens in a way AI data centers (which often demand five-nines uptime) simply cannot. On the AI-versus-Bitcoin debate, Kise sees coexistence rather than replacement: miners with land and interconnects are partnering with AI customers, and new flexible load is still arriving in Texas. The hot take round closes things out with thoughts on a 10-year vision of Gridmatic as "the power company of the future," why every professional should be using AI now rather than fearing it, and a fitting May the 4th nod to The Martian. Supporting links Stabull Finance Gridmatic Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

מהנדסים הם יצורים מיוחדים.מצד אחד, אנחנו אוהבים הגדרות ברורות, מצד שני כשנוח לנו פאי שווה שלוש.דיברנו בעבר על פרקי תפקיד עם הגדרות (די) ברורות - מהנדס FE, מהנדס וריפיקציה, מהנדס Back End ועוד (רשימה מלאה בתגובות)הפעם התכנסנו לדבר על תפקיד קצת פחות מוגדר - מהנדס מערכת.אם זה בחברה קטנה או בחברה גדולה, במוצר כזה או אחר, תפקיד מהנדס המערכת יהיה שונה.הרגשנו קצת מבולבלים, אז טל רביב הגיע לעשות לנו סדר בראש ולדבר איתנו על התפקיד אותו הוא עושה עוד מאז שהוא סטודנט.על מה דיברנו?- מה זה אומר שתפקיד מהנדס המערכת הוא ״תפקיד רוחבי״?- איזה באגים מוצא מהנדס המערכת?- איך גודל החברה או המוצר משפיע על התפקיד?- באילו כלים משתמש מהנדס המערכת בעבודה שלו?- אילו אופטימיזציות אפשר לעשות לעבודה של מהנדס המערכת?- איך עובד מהנדס המערכת מול צוותי הפיתוח?- איך מגיעים להיות מהנדס מערכת?אחרי שהאזנתם לפרק, ובהנחה שאתם לא בוטים, מוזמנים להצטרף לקבוצת המאזינים שלנו - שם אנחנו מעגלים את פאי ומרבעים מעגלים >>> https://chat.whatsapp.com/KwUu8pQsxx220qS7AXv04Tנשמח לשמוע את דעתכם על הפרק בתגובות.פרק 92 - System EngineerHard Reset - הפודקאסט של קהילת Hardware Engineering Israel.מוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.comהאזנה נעימה.

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Australian shares dropped 0.4 per cent ahead of an expected Reserve Bank rate rise, with losses across most sectors led by consumer staples and energy, while petrol prices continued to ease nationwide. Corporate headlines included a recall by A2 Milk in the United States, an ASIC investigation into Accent Group, and NAB's weaker half-year profit driven by accounting changes despite solid lending growth and a steady dividend. The outlook for borrowers and interest rates is in focus as the Australian dollar lifts above 72 US cents. George Boubouras from K2 Asset Management Ltd joins the podcast to break down the market moves and what to watch next.

澳洲證監署 (ASIC) 近期加強打擊無牌財經網紅，亦再次提醒民眾，應避免誤信網上金融或稅務建議的風險。有理財會計師指，這些網紅善用「致富心理陷阱」等技巧，華人社區亦容易中招。

In this episode, I sit down with Vitali, co-founder of EasyStaff.io, a freelance payroll and marketplace platform processing over 20 million euro per month across its ecosystem. Vitali shares his journey from mining Bitcoin in Russia back in 2012 to building a multi-product fintech platform with a real, functioning DAO at its heart. We dig into why most DAOs fail to get participation, how EasyStaff Connect DAO distributes 90% of tokens to users based purely on business activity, and how the community is already voting on real product decisions. Vitali also opens up about the challenges of launching without venture capital, his plans to go fully open source, and why he sees blockchain-based legal token recognition as the natural next step for the platform. DisclaimerNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/Connect:EasyStaff Website: https://easystaff.ioEasyStaff Connect DAO: https://connect.easystaff.ioLinkedIn: https://linkedin.com/company/easystaffKEY POINTS WITH TIMESTAMPS• [00:00] Introduction to Vitali and EasyStaff.io and the focus on DAOs• [01:00] Vitali's crypto origin story — mining Bitcoin in 2012 with an ASIC device, selling at $300 per coin• [03:40] Clarifying that EasyStaff Connect DAO tokens are currently centralised — blockchain integration is a future stage pending legal jurisdiction decisions• [04:49] Overview of the two core products: EasyStaff Payroll (B2B) and EasyStaff Invoice (B2C), and how the DAO marketplace bridges the gap• [07:03] How EasyStaff handles remote payments across multiple currencies, entities, and compliance requirements including sanctions• [09:14] The core DAO problem: low participation and how EasyStaff tackles it with a 20% quorum, public backlogs, and personalised outreach• [11:35] Tokens are earned through business activity only — no token sale, no secondary market, purely rewarding real transactions• [12:44] Token holders receive monthly fiat dividends from platform profits, with the platform retaining only 3% of transaction fees• [13:40] Community governance in practice — token holders collectively hold 90% voting power versus the founders' 10%• [19:10] Real example of community governance: users voted to add PayPal to fast payment options• [20:40] EasyStaff ecosystem now processes around 20 million euro per month, with one entity alone clearing 140 million euro in 2025• [22:32] EasyStaff Connect focuses on design and graphics freelancers historically but is expanding broadly, including AI professionals• [23:42] Upcoming addition of a recruiter network to expand the platform through intermediaries• [25:05] Marketing strategies: AI-powered cold outreach on LinkedIn, rebranding, YouTube integrations, Forbes articles, and this podcast• [28:43] If starting again — the biggest challenge was lack of capital, which forced a bootstrapped, revenue-first approach• [30:36] Roadmap: completing hard-voting mechanics, moving to open source, separating DAO from the operating company, then going on-chain via a legally recognised jurisdiction such as Liechtenstein, UAE, or Singapore• [34:37] AI adoption internally — using Claude for development and exploring Gemini for internal compliance and treasury processes, with a freeze on new linear hires

Iran reportedly wants shipping companies to pay a toll in BTC to leave the Strait of Hormuz, and the NYT thinks it has cracked the case on Satoshi's identity. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Welcome back to The Blockspace Podcast! Today, Antoine Poinsot of Chaincode Labs joins us to discuss how the Great Consensus Cleanup addresses poison block attacks (among many things), and Lygos Finance CEO Jay Patel gives a breakdown of the current state of private credit markets. For news, we cover Iran demanding bitcoin tolls for tankers to navigate the Strait of Hormuz during the Iran War's two week ceasefire, Morgan Stanley becoming the first US bank to offer a Bitcoin ETF, and Bitdeer's new ASIC. Plus, we take to task the New York Times' latest claim that Adam Back is Satoshi Nakamoto. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: - Iran demands $1 in BTC toll per oil barrel. - A supertanker toll would be $2 million in BTC. - Morgan Stanley ETF fees half of BlackRock's. - Oracle credit default swaps at 2008 levels. - Bitdeer launches SEALMINER A4, with hydro model at sub 10 J/TH Timestamps: 00:00 Start 03:33 Antoine Poinsot: Poison blocks demo 15:47 Iran wants Bitcoin 34:18 Morgan Stanley Bitcoin ETF 42:16 Jay Patel 1:03:06 Bitdeer ASIC 1:15:10 NYT thinks Adam Back is Satoshi

In this week's news, we hit Ark Labs raising from Tether, CleanSpark and Two Primes' take on Bitcoin price action, and how the IRS is trying to get more info about your digital asset stack. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Welcome back to Blockspace! Today, Alex B, Ecosystem Lead at Ark Labs joins us to talk about their massive $5.2M raise led by Tether and the push for programmable finance on Bitcoin. We also sit down with Rory Murray of CleanSpark and Alex Bloom of Two Prime to discuss the "beach ball" state of the market and how institutional lenders are navigating high volatility. Finally, we expose the IRS's new 1099-DA form "perjury trap" and settle the debate on when the 20 millionth Bitcoin was actually mined. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Ark Labs raised a $5.2M seed round led by Tether. * Bitcoin rose 10% in five days, hitting $74,000. * US stock market lost $1 trillion in a single day. * Hash price sits near an all-time low of $27. * The 20,000,000th Bitcoin was mined this week. * IRS Form 1099-DA is labeled a "perjury trap." Timestamps: 00:00 Start 01:55 Bitcoin price action 04:29 Hashrate Index update by Luxor 08:58 Ark Labs seed round 30:43 CLSK & Two Prime 46:50 Luxor & ASIC prices 1:00:33 IRS trap 1:07:45 Binance & CZ 1:19:39 Cry Corner: 20M BTC Mined

At a time when other bitcoin miners are pivoting to AI, Canaan is doubling down on bitcoin. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Welcome back to The Blockspace Podcast! Today, Liang Wang, VP of Canaan, joins us to talk about how Canaan is approaching the changing tides in bitcoin mining as peers pivot to AI. We dive into their recent acquisition of Texas mining sites from Cipher Mining, their 60.9% year-over-year sales growth for their Avalon ASIC miner series, and the economics of mining in the current market. Liang also shares insights into China's regulatory landscape, the potential of stranded energy in North America, and how AI is impacting ASIC miner market dynamics. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * 60.9% YoY growth in ASIC equipment sales. * Sold 14.6 EH/s of new equipment in Q4. * Acquired 49% equity in three Texas sites. * Texas power rates below $0.03 per kWh. * Zero self-mining exposure in China. * Bitcoin price at $65,000–$70,000 range. Timestamps: 00:00 Start 04:23 Cipher acquisition 08:57 Behind the meter & asset heavy 13:08 Stranded energy & hashrate growth 16:16 ASIC sales are up? 22:46 China update 28:09 New markets by country 33:10 2 nanometer chips? 38:58 Chip making demand for AI & others 46:58 The "AI pivot" impact?