Forwarded from
ELON MUSK, CEOS OF PALANTIR, AMAZON, SERVICE NOW, ALTIMETER TO ATTEND WHITE HOUSE MEETING ON AI, AXIOS REPORTS ...
문제는 AI 코드가 아니라, 이제 아무도 아무것도 모른다는 것이다 | GeekNews https://share.google/vLYHOWtO1CwiRU7N7
GeekNews
문제는 AI 코드가 아니라, 이제 아무도 아무것도 모른다는 것이다 | GeekNews
AI가 만든 코드의 품질보다 더 큰 문제는 팀 안에 시스템의 구조와 설계 이유를 이해하는 사람이 없어지는 것임. 모두가 Claude에만 물으면 전체 계획 없이 개발을 이어갈 수 있음 출시량만 압박하는 조직에서는 AI가 명세부터 코드와 보고서까지 만들지만, 사람이 결과를 읽고 코드의 동…
Forwarded from
JUST IN: 🇺🇸 PRESIDENT TRUMP SAYS THE US GOVERNMENT MIGHT TAKE OWNERSHIP STAKES IN OPENAI, ANTHROPIC AND OTHER AI COMPANIES. ...
VC DEALS
Signed-data platform developer SignSplit emerged from stealth with a $400 million seed round led by W Group at a $1 billion valuation.
Valon, the developer of a mortgage servicing operating system, secured a $150 million Series D at a $2.3 billion valuation from investors including Ribbit Capital and Andreessen Horowitz.
Supabase, the provider of an open-source Postgres development platform, raised a $150 million round led by GIC.
Medical device startup Zenflow, which focuses on urologic care for men, raised a $52 million Series D led by Cook Medical.
Clockwork.io, which develops a GPU cluster observability and fault-tolerance platform, secured a $31 million round led by Premji Invest, Wing Venture Capital, and Seligman Ventures.
Hyperspectral camera startup Living Optics raised a $20 million round led by BRV Capital Management.
Consano Bio, a biotech developing a biologic medication for chronic sciatica, raised a $15 million round.
Copenhagen-based legal research specialist Pandektes raised a €13.5 million Series A led by Alstin Capital.
Safeworld, a startup developing simulations for safety testing humanoid robots, raised a $12 million seed round led by Shine Capital and Andreessen Horowitz.
Ghost, a startup developing a personal computer designed to centralize data and run personal AI agents, raised an $11 million seed round led by Andreessen Horowitz.
PE DEALS
EQT-backed elevator and escalator company Fujitec is in talks to bid for certain European operations of TK Elevator, which could be valued at around €5 billion, Bloomberg reported.
Clayton, Dubilier & Rice is in talks to acquire Nasdaq-listed Option Care Health, a medical infusion services provider, alongside McKesson in a $5 billion deal, the Financial Times reported.
KKR, Blackstone and Warburg Pincus are among the suitors to buy Stockholm-based windshield repairer Cary Group, which is owned by CVC Capital Partners and Nordic Capital, at a €3 billion valuation, Bloomberg reported.
Aurora Capital Partners acquired document management software provider Softdocs.
Growth Capital Partners invested in Agilia Infrastructure Partners, a London-based infrastructure advisory firm.
Aviva Investors acquired Adriana Infrastructure CLO, an Amsterdam-based vehicle backed by a diversified portfolio of UK PPP/PFI infrastructure loans.
PORTFOLIO COMPANIES
CSL agreed to a $1.6 billion deal with OrbiMed-backed Alentis Therapeutics to develop a drug for rare kidney and liver diseases.
EXITS
Australia-based data center operator Firmus is planning to allocate half of the shares in its $5.5 billion IPO to existing backers including Nvidia and Blackstone, Bloomberg reported.
Texas-based biotech IntraBio, which is backed by Oxford Science Enterprises, agreed to be acquired by Tokyo-listed Shionogi in a $2 billion deal.
Boyu Capital is considering a sale of Singapore-based Quasar Medical, a contract development and manufacturing organization that could be valued at over $1 billion, Bloomberg reported.
Autoimmune and inflammatory disease-focused biotech TRex Bio, which is backed by Eli Lilly, is seeking to raise about $133.3 million in its IPO.
Singapore-based data center operator DayOne Data Centers, which is backed by Coatue, filed publicly for its US IPO.
Triton Partners agreed to the sale of UK-based energy transformation and critical infrastructure services platform provider OCU Group to TDR Capital.
Mutares is selling a controlling stake in Lapeyre Group, a French manufacturer and distributor of home-improvement products.
FUNDRAISING
Houston-based firm CAZ Investments launched the CAZ GP Stakes Growth Fund.
INVESTORS
Partners Group investors are set to vote to wind down the portfolio of a London-listed fund designed to allow individuals to invest in PE
CORPORATE M&A
France’s Schneider Electric agreed to acquire PTC, a Boston-based industrial engineering software company, for approximately $22.6 billion in cash.
Logistics company CH Robinson Worldwide agreed to acquire RXO, a trucking brokerage company, in a $5.8 billion deal aimed at integrating AI in the company’s operations.
London-based telecoms group BT bought UK broadband provider TalkTalk out of pre-pack administration for approximately £400 million.
Signed-data platform developer SignSplit emerged from stealth with a $400 million seed round led by W Group at a $1 billion valuation.
Valon, the developer of a mortgage servicing operating system, secured a $150 million Series D at a $2.3 billion valuation from investors including Ribbit Capital and Andreessen Horowitz.
Supabase, the provider of an open-source Postgres development platform, raised a $150 million round led by GIC.
Medical device startup Zenflow, which focuses on urologic care for men, raised a $52 million Series D led by Cook Medical.
Clockwork.io, which develops a GPU cluster observability and fault-tolerance platform, secured a $31 million round led by Premji Invest, Wing Venture Capital, and Seligman Ventures.
Hyperspectral camera startup Living Optics raised a $20 million round led by BRV Capital Management.
Consano Bio, a biotech developing a biologic medication for chronic sciatica, raised a $15 million round.
Copenhagen-based legal research specialist Pandektes raised a €13.5 million Series A led by Alstin Capital.
Safeworld, a startup developing simulations for safety testing humanoid robots, raised a $12 million seed round led by Shine Capital and Andreessen Horowitz.
Ghost, a startup developing a personal computer designed to centralize data and run personal AI agents, raised an $11 million seed round led by Andreessen Horowitz.
PE DEALS
EQT-backed elevator and escalator company Fujitec is in talks to bid for certain European operations of TK Elevator, which could be valued at around €5 billion, Bloomberg reported.
Clayton, Dubilier & Rice is in talks to acquire Nasdaq-listed Option Care Health, a medical infusion services provider, alongside McKesson in a $5 billion deal, the Financial Times reported.
KKR, Blackstone and Warburg Pincus are among the suitors to buy Stockholm-based windshield repairer Cary Group, which is owned by CVC Capital Partners and Nordic Capital, at a €3 billion valuation, Bloomberg reported.
Aurora Capital Partners acquired document management software provider Softdocs.
Growth Capital Partners invested in Agilia Infrastructure Partners, a London-based infrastructure advisory firm.
Aviva Investors acquired Adriana Infrastructure CLO, an Amsterdam-based vehicle backed by a diversified portfolio of UK PPP/PFI infrastructure loans.
PORTFOLIO COMPANIES
CSL agreed to a $1.6 billion deal with OrbiMed-backed Alentis Therapeutics to develop a drug for rare kidney and liver diseases.
EXITS
Australia-based data center operator Firmus is planning to allocate half of the shares in its $5.5 billion IPO to existing backers including Nvidia and Blackstone, Bloomberg reported.
Texas-based biotech IntraBio, which is backed by Oxford Science Enterprises, agreed to be acquired by Tokyo-listed Shionogi in a $2 billion deal.
Boyu Capital is considering a sale of Singapore-based Quasar Medical, a contract development and manufacturing organization that could be valued at over $1 billion, Bloomberg reported.
Autoimmune and inflammatory disease-focused biotech TRex Bio, which is backed by Eli Lilly, is seeking to raise about $133.3 million in its IPO.
Singapore-based data center operator DayOne Data Centers, which is backed by Coatue, filed publicly for its US IPO.
Triton Partners agreed to the sale of UK-based energy transformation and critical infrastructure services platform provider OCU Group to TDR Capital.
Mutares is selling a controlling stake in Lapeyre Group, a French manufacturer and distributor of home-improvement products.
FUNDRAISING
Houston-based firm CAZ Investments launched the CAZ GP Stakes Growth Fund.
INVESTORS
Partners Group investors are set to vote to wind down the portfolio of a London-listed fund designed to allow individuals to invest in PE
CORPORATE M&A
France’s Schneider Electric agreed to acquire PTC, a Boston-based industrial engineering software company, for approximately $22.6 billion in cash.
Logistics company CH Robinson Worldwide agreed to acquire RXO, a trucking brokerage company, in a $5.8 billion deal aimed at integrating AI in the company’s operations.
London-based telecoms group BT bought UK broadband provider TalkTalk out of pre-pack administration for approximately £400 million.
❤1
Forwarded from
└ 그동안 미주 드립쳤던거 생각해보믄...
SMU - 나락 ㅅㅂ
LABU - 낫배드
SPACEX - 이제 출발
SMU - 나락 ㅅㅂ
LABU - 낫배드
SPACEX - 이제 출발
└ 그동안 미주 드립쳤던거 생각해보믄... SMU - 나락 ㅅㅂ LABU - 낫배드 SPACEX - 이제 출발
존경과 감사를 담아 신입 원자력 종목 투고 박습니다.
투자포인트는 종목명이 예쁩니다
Standard Nuclear Inc https://share.google/CQiF3e5dP59R1Jlvj
투자포인트는 종목명이 예쁩니다
Standard Nuclear Inc https://share.google/CQiF3e5dP59R1Jlvj
www.google.com
Standard Nuclear Inc
NYSE: STDN
❤1
Forwarded from
[에너지] 기록적 엘니뇨의 산업 교란과 2월까지 지속 전망
■ 요약 번역
기록적인 엘니뇨가 정점 수개월 전부터 산업을 흔들고 있으며, 기상학자들은 적어도 2월까지 지속될 것으로 예측한다.
https://t.co/dZGwxmyx90
■ 양파 관점 · AI
특정 기업·가격 근거 없이 기상 이벤트의 산업 교란만 제시돼 투자 관련성이 제한적이다.
원문: @staunovo · 게시글 링크
■ 요약 번역
기록적인 엘니뇨가 정점 수개월 전부터 산업을 흔들고 있으며, 기상학자들은 적어도 2월까지 지속될 것으로 예측한다.
https://t.co/dZGwxmyx90
■ 양파 관점 · AI
특정 기업·가격 근거 없이 기상 이벤트의 산업 교란만 제시돼 투자 관련성이 제한적이다.
원문: @staunovo · 게시글 링크
Bloomberg.com
Record El Niño Is Roiling Industries Months Before Its Peak
Meteorologists are predicting the phenomenon will last at least until February.
일본 도토루의 한국 진출은 시장에서의 위치가 애매한 나머지 아무런 반향 없이 망했는데요
컨셉이 충실한지 거꾸로의 시도는 스타트가 좋네요
https://youtu.be/HPIomDdeC5w
컨셉이 충실한지 거꾸로의 시도는 스타트가 좋네요
https://youtu.be/HPIomDdeC5w
YouTube
【韓国発コーヒーチェーン店】約1リットルで400円!?お得な特大コーヒー安さのワケを調査【コレミテ】
いま新橋付近では大容量のテイクアウトコーヒーが人気!約1リットルで400円という安さのワケとは!?注目の韓国発コーヒーチェーン店を五十嵐にいかアナが調査します。
(2026年10月9日放送「Oha!4」より)
この動画の記事を読む>
https://news.ntv.co.jp/category/society/905a17fe79704741b38c8bc26ae661a7
◇スマートフォンアプリ「日テレNEWS NNN」
https://news.ntv.co.jp/static/app/lp.html…
(2026年10月9日放送「Oha!4」より)
この動画の記事を読む>
https://news.ntv.co.jp/category/society/905a17fe79704741b38c8bc26ae661a7
◇スマートフォンアプリ「日テレNEWS NNN」
https://news.ntv.co.jp/static/app/lp.html…
Forwarded from
COREWEAVE TARGETS ‘UNLIMITED’ INSURANCE MONEY TO FUND AI BUILD-OUT – FT
...
...