📈 Toto stock jumps on AI demand
Toto is known for toilets, but its real growth now comes from advanced ceramics used in chip production.
The company is a key supplier of electrostatic chucks, components needed to produce NAND memory. Demand for this memory is rising fast as AI infrastructure scales.
The semiconductor unit grew 34% YoY and now brings in more than half of operating profit. After the report, the stock jumped 18% to a 5-year high.
Turns out even toilet makers can ride the AI cycle.
✔️ news.nzoko.com
Toto is known for toilets, but its real growth now comes from advanced ceramics used in chip production.
The company is a key supplier of electrostatic chucks, components needed to produce NAND memory. Demand for this memory is rising fast as AI infrastructure scales.
The semiconductor unit grew 34% YoY and now brings in more than half of operating profit. After the report, the stock jumped 18% to a 5-year high.
Turns out even toilet makers can ride the AI cycle.
✔️ news.nzoko.com
💰Musk companies are funding each other
Sherwood shared 2025 data showing Elon Musk’s companies spent around $600M internally, up from $240M in 2024.
xAI was the biggest buyer, paying Tesla $430M, mostly for Megapack energy systems. A year earlier it was $198M.
SpaceX paid Tesla $143M, mainly for vehicles. Tesla also sold about 1 in 5 Cybertrucks to Musk-linked companies.
Tesla’s outgoing spend was smaller: $12M to SpaceX, $7M to xAI, and about $5M to a security company.
Then comes the twist. Tesla invested $2B into xAI this year.
✔️ @venture
Sherwood shared 2025 data showing Elon Musk’s companies spent around $600M internally, up from $240M in 2024.
xAI was the biggest buyer, paying Tesla $430M, mostly for Megapack energy systems. A year earlier it was $198M.
SpaceX paid Tesla $143M, mainly for vehicles. Tesla also sold about 1 in 5 Cybertrucks to Musk-linked companies.
Tesla’s outgoing spend was smaller: $12M to SpaceX, $7M to xAI, and about $5M to a security company.
Then comes the twist. Tesla invested $2B into xAI this year.
✔️ @venture
😺 OpenAI president reveals $30B stake during Musk trial
Greg Brockman disclosed in court that his stake in OpenAI is worth nearly $30B as the company’s valuation reaches $852B.
He said he did not invest personal funds into the company. The disclosure came during the trial over OpenAI’s shift from a nonprofit structure to a commercial entity.
The case centers on claims that the company moved away from its original mission after early backing from Elon Musk.
The numbers highlight how large the financial stakes have become inside the company.
✔️ @venture
Greg Brockman disclosed in court that his stake in OpenAI is worth nearly $30B as the company’s valuation reaches $852B.
He said he did not invest personal funds into the company. The disclosure came during the trial over OpenAI’s shift from a nonprofit structure to a commercial entity.
The case centers on claims that the company moved away from its original mission after early backing from Elon Musk.
The numbers highlight how large the financial stakes have become inside the company.
✔️ @venture
🚀 Google discusses SpaceX launches for orbital AI data centers
Google is in talks with SpaceX to launch hardware for its Suncatcher project, according to The Wall Street Journal. The first test mission is planned for early 2027.
Google wants to build a network of satellites equipped with its own TPU chips. The satellites would run on solar power and exchange data through optical links.
The 2027 mission with Planet Labs will send two prototypes into orbit to test radiation exposure, temperature swings, and communication between satellites.
The next data center race may start above Earth.
✔️ @venture
Google is in talks with SpaceX to launch hardware for its Suncatcher project, according to The Wall Street Journal. The first test mission is planned for early 2027.
Google wants to build a network of satellites equipped with its own TPU chips. The satellites would run on solar power and exchange data through optical links.
The 2027 mission with Planet Labs will send two prototypes into orbit to test radiation exposure, temperature swings, and communication between satellites.
The next data center race may start above Earth.
✔️ @venture
✂️ Cisco cuts 4,000 jobs while reporting record revenue
Cisco is laying off nearly 4,000 employees, about 5% of its workforce, even as it reports record quarterly revenue and double-digit growth.
The company says the cuts will help shift spending toward AI and cybersecurity. Cisco also plans to expand internal use of AI across the business.
The move follows a broader pattern in tech. Companies are using strong earnings to fund larger infrastructure bets while reducing headcount.
More revenue no longer means more employees.
✔️ @venture
Cisco is laying off nearly 4,000 employees, about 5% of its workforce, even as it reports record quarterly revenue and double-digit growth.
The company says the cuts will help shift spending toward AI and cybersecurity. Cisco also plans to expand internal use of AI across the business.
The move follows a broader pattern in tech. Companies are using strong earnings to fund larger infrastructure bets while reducing headcount.
More revenue no longer means more employees.
✔️ @venture
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🚚 Tesla starts production of Semi trucks after years of delays
Tesla has begun serial production of its electric Semi, first unveiled in 2017 after multiple delays.
The truck will be sold in two versions. Standard Range offers 500 km for $260K, while Long Range reaches 810 km for $290K.
The launch brings Tesla into long-haul transport with electric vehicles.
📊 @tech
Tesla has begun serial production of its electric Semi, first unveiled in 2017 after multiple delays.
The truck will be sold in two versions. Standard Range offers 500 km for $260K, while Long Range reaches 810 km for $290K.
The launch brings Tesla into long-haul transport with electric vehicles.
📊 @tech
🔍 DeepMind reinvents the mouse pointer
DeepMind created an AI-powered mouse pointer that acts as a context highlighter for an embedded agent. You can point at a table and ask the agent to make a chart or select a restaurant name in a photo to book it for you.
This pointer shifts some cognitive load from the user by removing the need to write detailed prompts. You just click on something and say commands like “tell me about THIS” or “move THIS HERE.”
The system combines speech with gestures, making interaction more natural. It is already available in Gemini in Chrome and Google AI Studio, and will be integrated into upcoming GoogleBook laptops designed for AI experiences.
📊@tech
DeepMind created an AI-powered mouse pointer that acts as a context highlighter for an embedded agent. You can point at a table and ask the agent to make a chart or select a restaurant name in a photo to book it for you.
This pointer shifts some cognitive load from the user by removing the need to write detailed prompts. You just click on something and say commands like “tell me about THIS” or “move THIS HERE.”
The system combines speech with gestures, making interaction more natural. It is already available in Gemini in Chrome and Google AI Studio, and will be integrated into upcoming GoogleBook laptops designed for AI experiences.
📊@tech
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👹 MIT Builds Robot from 12 Labubu Heads
Researchers at MIT created a moving spherical dodecahedron robot using twelve detached Labubu figurine heads, naming it Labububot.
The project challenges typical social robot design, which aims to be cute and friendly to avoid the "uncanny valley"-a discomfort zone where robots look almost human but feel unsettling.
Instead, the team leans on monster theory, suggesting a robot that causes slight unease can engage users more deeply by provoking thought rather than comfort.
They shared full assembly instructions and files on GitHub for those interested in building their own version.
📊@tech
Researchers at MIT created a moving spherical dodecahedron robot using twelve detached Labubu figurine heads, naming it Labububot.
The project challenges typical social robot design, which aims to be cute and friendly to avoid the "uncanny valley"-a discomfort zone where robots look almost human but feel unsettling.
Instead, the team leans on monster theory, suggesting a robot that causes slight unease can engage users more deeply by provoking thought rather than comfort.
They shared full assembly instructions and files on GitHub for those interested in building their own version.
📊@tech
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🔥 OpenAI Co-Founder Joins Anthropic
Andrej Karpathy, co-founder of OpenAI, has officially joined Anthropic, the company behind Claude.
Karpathy, a prominent AI researcher, helped found OpenAI in 2015 and later led AI efforts at Tesla.
He now says he wants to "return to R&D" during a critical time for large language model development.
✔️ @venture
Andrej Karpathy, co-founder of OpenAI, has officially joined Anthropic, the company behind Claude.
Karpathy, a prominent AI researcher, helped found OpenAI in 2015 and later led AI efforts at Tesla.
He now says he wants to "return to R&D" during a critical time for large language model development.
✔️ @venture
✖️ xAI promised employees $420 for tax returns and hasn’t paid
xAI asked employees to submit their personal tax returns as training data for Grok and offered $420 in return, according to Bloomberg.
The company wanted to improve Grok’s tax capabilities before the April 15 filing deadline as users increasingly turned to ChatGPT and Claude for accounting tasks.
Two months later, employees are still waiting for the payments.
Even training data can end up as an unpaid invoice.
✔️ @venture
xAI asked employees to submit their personal tax returns as training data for Grok and offered $420 in return, according to Bloomberg.
The company wanted to improve Grok’s tax capabilities before the April 15 filing deadline as users increasingly turned to ChatGPT and Claude for accounting tasks.
Two months later, employees are still waiting for the payments.
Even training data can end up as an unpaid invoice.
✔️ @venture
🤖 OpenAI had 11 founders. Only 3 are still there.
The OpenAI trial brought renewed attention to the company’s early days. Today, only Sam Altman, Greg Brockman, and Wojciech Zaremba remain at the company.
🖱 Wojciech Zaremba remains at OpenAI. He spent years leading robotics research and recently shifted his focus to AI safety and long-term alignment.
🖱 Elon Musk left the board in 2018 after disagreements over the company’s direction. He later launched xAI and merged it into SpaceX.
🖱 Ilya Sutskever left in 2024 after co-leading OpenAI’s research team and co-founded Safe Superintelligence, a company focused entirely on building safe AGI.
🖱 Andrej Karpathy left in 2017 to lead Tesla’s Autopilot team, returned briefly to OpenAI, founded education startup Eureka Labs, and has now joined Anthropic.
🖱 Durk Kingma, one of the most respected researchers in deep learning, moved to Google DeepMind and later joined Anthropic.
🖱 John Schulman helped create reinforcement learning systems behind ChatGPT. He left in 2024 and is now chief scientist at Mira Murati’s Thinking Machines.
🖱 Pamela Vagata was the first founder to leave. She joined Stripe’s AI efforts and later launched venture fund Pebblebed.
🖱 Trevor Blackwell had a background in robotics, left in 2017, and later became a partner at Y Combinator.
🖱 Vicki Cheung worked on engineering and infrastructure before leaving to co-found Gantry, a platform for improving machine learning systems.
OpenAI’s founders now lead or advise many of the most important companies in AI.
The original team ended up shaping the entire industry.
✔️ @venture
The OpenAI trial brought renewed attention to the company’s early days. Today, only Sam Altman, Greg Brockman, and Wojciech Zaremba remain at the company.
🖱 Wojciech Zaremba remains at OpenAI. He spent years leading robotics research and recently shifted his focus to AI safety and long-term alignment.
🖱 Elon Musk left the board in 2018 after disagreements over the company’s direction. He later launched xAI and merged it into SpaceX.
🖱 Ilya Sutskever left in 2024 after co-leading OpenAI’s research team and co-founded Safe Superintelligence, a company focused entirely on building safe AGI.
🖱 Andrej Karpathy left in 2017 to lead Tesla’s Autopilot team, returned briefly to OpenAI, founded education startup Eureka Labs, and has now joined Anthropic.
🖱 Durk Kingma, one of the most respected researchers in deep learning, moved to Google DeepMind and later joined Anthropic.
🖱 John Schulman helped create reinforcement learning systems behind ChatGPT. He left in 2024 and is now chief scientist at Mira Murati’s Thinking Machines.
🖱 Pamela Vagata was the first founder to leave. She joined Stripe’s AI efforts and later launched venture fund Pebblebed.
🖱 Trevor Blackwell had a background in robotics, left in 2017, and later became a partner at Y Combinator.
🖱 Vicki Cheung worked on engineering and infrastructure before leaving to co-found Gantry, a platform for improving machine learning systems.
OpenAI’s founders now lead or advise many of the most important companies in AI.
The original team ended up shaping the entire industry.
✔️ @venture
🤖 Altman Offers Startups $2M in Tokens for Equity
Sam Altman proposed giving each YCombinator startup $2 million in tokens for about 7% equity, roughly YCombinator's usual stake.
The tokens come from Codex, which Altman aims to promote by tying new startups to his ecosystem amid competition with Anthropic.
✔️ @venture
Sam Altman proposed giving each YCombinator startup $2 million in tokens for about 7% equity, roughly YCombinator's usual stake.
The tokens come from Codex, which Altman aims to promote by tying new startups to his ecosystem amid competition with Anthropic.
✔️ @venture
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🤖 DeepMind Founder Holds Stake in Anthropic
The Financial Times revealed that Demis Hassabis, founder of DeepMind, secretly invested early in Anthropic as an angel investor.
Anthropic is an AI startup competing closely with DeepMind.
Despite this rivalry, Google recently agreed to invest $10 billion in Anthropic, possibly influenced by Hassabis.
✔️ @venture
The Financial Times revealed that Demis Hassabis, founder of DeepMind, secretly invested early in Anthropic as an angel investor.
Anthropic is an AI startup competing closely with DeepMind.
Despite this rivalry, Google recently agreed to invest $10 billion in Anthropic, possibly influenced by Hassabis.
✔️ @venture
📊 AI startups are inflating ARR numbers to look bigger
TechCrunch spoke with founders, investors, and finance operators who say many AI startups are stretching the meaning of ARR to boost growth narratives.
The main trick is replacing real ARR with “contracted ARR” or annualized projections. In some cases, startups reportedly counted revenue from customers who were not fully onboarded yet, long pilot programs, or contracts that may never convert into payments.
Several investors admitted the practice is common and often tolerated because everyone is chasing the same AI growth story. One VC said some companies report CARR that is 70% higher than actual ARR.
The pressure comes from AI valuations. Investors now expect companies to jump from $1 million to $100 million revenue at record speed.
In AI, revenue headlines are becoming part of the marketing stack.
✔️ news.nzoko.com
TechCrunch spoke with founders, investors, and finance operators who say many AI startups are stretching the meaning of ARR to boost growth narratives.
The main trick is replacing real ARR with “contracted ARR” or annualized projections. In some cases, startups reportedly counted revenue from customers who were not fully onboarded yet, long pilot programs, or contracts that may never convert into payments.
Several investors admitted the practice is common and often tolerated because everyone is chasing the same AI growth story. One VC said some companies report CARR that is 70% higher than actual ARR.
The pressure comes from AI valuations. Investors now expect companies to jump from $1 million to $100 million revenue at record speed.
In AI, revenue headlines are becoming part of the marketing stack.
✔️ news.nzoko.com
📈 Robinhood traders keep buying every AI dip
Retail traders spent 2026 piling into Nvidia, Tesla, Micron, Sandisk, and other AI infrastructure plays.
The strongest signal came during the DeepSeek panic in January, when Nvidia lost almost $600 billion in market value in one session.
Robinhood users responded with the highest buy-to-sell ratio for Nvidia seen in the last 3 years.
The same pattern showed up across other selloffs. Traders kept buying discounted AI names while taking profits in stocks that had already run hard.
Retail is still playing one trade.
Buy the panic. Hold the AI winners.
✔️ news.nzoko.com
Retail traders spent 2026 piling into Nvidia, Tesla, Micron, Sandisk, and other AI infrastructure plays.
The strongest signal came during the DeepSeek panic in January, when Nvidia lost almost $600 billion in market value in one session.
Robinhood users responded with the highest buy-to-sell ratio for Nvidia seen in the last 3 years.
The same pattern showed up across other selloffs. Traders kept buying discounted AI names while taking profits in stocks that had already run hard.
Retail is still playing one trade.
Buy the panic. Hold the AI winners.
✔️ news.nzoko.com
Most investors don’t understand how brutal losses really are.
Down 50%?
You need +100% just to break even.
Down 80%?
You need +400%.
This is why “cheap” stocks can be dangerous.
And why protecting capital matters just as much as finding winners.
✔️ news.nzoko.com
Down 50%?
You need +100% just to break even.
Down 80%?
You need +400%.
This is why “cheap” stocks can be dangerous.
And why protecting capital matters just as much as finding winners.
✔️ news.nzoko.com
🤖 Anthropic Could Surpass Alphabet by 2027
Investor Joseph Jack from OSS Capital projects Anthropic's ARR to jump from $1B in January 2025 to $30B by April 2026, with growth accelerating rather than slowing. Even a conservative slowdown scenario predicts $100B revenue by end of 2026 and $340B in 2027.
Anthropic builds AI models and enterprise software, rapidly expanding its client base. The number of customers spending over $1M annually doubled to 1,000 in under two months, fueling fast scaling and market capture.
Demand for Anthropic's Gemini tokens grew 10x last quarter, far outpacing Alphabet's 60% growth. This rapid adoption narrows the revenue gap, making it likely Anthropic will overtake Alphabet around mid-2028 at $575B revenue.
✔️ @venture
Investor Joseph Jack from OSS Capital projects Anthropic's ARR to jump from $1B in January 2025 to $30B by April 2026, with growth accelerating rather than slowing. Even a conservative slowdown scenario predicts $100B revenue by end of 2026 and $340B in 2027.
Anthropic builds AI models and enterprise software, rapidly expanding its client base. The number of customers spending over $1M annually doubled to 1,000 in under two months, fueling fast scaling and market capture.
Demand for Anthropic's Gemini tokens grew 10x last quarter, far outpacing Alphabet's 60% growth. This rapid adoption narrows the revenue gap, making it likely Anthropic will overtake Alphabet around mid-2028 at $575B revenue.
✔️ @venture