/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

@mindset4money_x

@mindset4money_x
6 posts
2026-01-12
Sundar is basically explaining a portion of the $META bull thesis here. “AI agents will be a big part of how we shop in the not-so-distant future.” Now imagine those agents living natively inside IG, FB, WhatsApp and Messenger. The agent handles the discovery, negotiation, and
2026-01-12 View on X
TechCrunch

Google unveils the Universal Commerce Protocol (UCP), an open standard that lets AI agents work across customer buying processes, from discovery to support

Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.

2026-01-11
Sundar is basically explaining a portion of the $META bull thesis here. “AI agents will be a big part of how we shop in the not-so-distant future.” Now imagine those agents living natively inside IG, FB, WhatsApp and Messenger. The agent handles the discovery, negotiation, and
2026-01-11 View on X
TechCrunch

Google unveils the Universal Commerce Protocol (UCP), a new open standard that lets AI agents work across different parts of the customer's buying process

Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.

2025-12-23
They have 2.2 GW of operating solar and 2.4 GWh of battery storage btw... and a development pipeline of +8.5GW down the road. Expensive short term buy, but necessary, and will likely payoff down the road for $GOOGL
2025-12-23 View on X
Bloomberg

Alphabet agrees to acquire data center company Intersect for $4.75B in cash, plus its existing debt, as part of its push to expand its AI data center footprint

it's grid access and generation lead time.  Buying Intersect compresses years of permitting … Andres Pacheco : Excited to announce that Intersect is being acquired by Alphabet Inc....

2025-10-31
What a company. $AMZN [image]
2025-10-31 View on X
CNBC

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B

Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.  —  Revenue at Amazon Web Services for the thir...

2025-10-30
Dont let EPS drop concern you... It was a one time $16B non cash tax expense. $META business is pouring in cash. [image]
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

My gut tells me this is what will pop the bubble.
2025-10-30 View on X
Reuters

Sources: OpenAI is preparing for a US IPO that could value it at ~$1T and has explored raising $60B+, filing as soon as H2 2026, and listing in 2027

OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion …