Key Points It will be the first time since going public that Berkshire will have a leader other than Warren Buffett. Warren Buffett is likely to go down as one of the greatest investors of all time. Despite the big change, Buffett and his team recently initiated a large new position in an artificial intelligence stock that has crushed it in its 11 years as a public company. 10 stocks we like better than Alphabet › With just days remaining in 2025, soon Warren Buffett will no longer be the CEO of ...

具身纪元 . 以下文章来源于具身纪元 ，作者具身纪元 见证具身浪潮，书写智能新纪元 编辑丨 具身纪元 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 姚顺雨的在人工智能下半场的文章《The Second Half》，他说：在AI的下半场，技术方案已经很成熟，瓶颈变成了评估。 在具身智能的下半场，模型评估更加重要，也更加复杂。 完整评估单一策略，本身就不容易。 传统的评估方法需要在真机上去测试 ，困难也接踵而至： 第一点，成本高 ：在真实硬件上进行大规模测试既费时又费力 尤其是当需要对比多个不同的策略版本时。 如果要提升测试效率，多个硬件的部署在所难免，这又是额外的成本。 控制测评变量的沉默成本也不小，比如要减轻光照的影响，要挑同样光线的情况去做测评 第二点，覆盖面有限： 测评需要设置不同的情况来测试模型是否能够依旧表现出色，但在真实场景中很难穷尽所有现实的情况，比如干扰物、杂乱的桌面和光线等 第三点，安全性风险： 测试机器人的安全性，往往意味着要给机器人去尝 ...

TikTok’s Chinese owner, ByteDance, signed binding agreements with three major investors to sell just over 80% of the company’s US assets to American and global investors to avoid a US government ban, TikTok CEO Shou Zi Chew told employees on Thursday.The deal is a major step toward resolving years of uncertainty about the short video app’s future in the US since August 2020, when then President Trump first tried unsuccessfully to ban the app that is now used regularly by more than 170 million Americans.The ...

日本《移动软件竞争法》核心内容 - 日本《移动软件竞争法》于周四生效 该法案为开发者引入了新的选择 允许其通过替代应用商店分发应用 并允许在苹果应用内购买系统之外处理数字商品和服务的支付[2] 苹果公司的应对措施 - 为遵守法案 苹果将允许开发者通过经其批准并符合其持续标准的替代应用市场在日本提供iOS应用[3] - 安装在App Store之外的应用将无法获得苹果提供的同等App Review保护[4] - 为帮助解决安全问题 苹果将要求所有iOS应用都经过一个名为“公证”的基本筛查流程[4] - 苹果与日本监管机构合作推出了保护用户的措施 特别是年轻用户[3] - 苹果的合规行动与其近期的监管应对一致 例如在11月确认其Apple Ads和Apple Maps服务达到了欧盟委员会设定的《数字市场法案》门槛 可能引发严格的促进竞争义务[6] 谷歌公司的应对措施 - 谷歌将在日本引入选择屏幕 提示用户在Android和Chrome上选择其偏好的搜索引擎和浏览器[5] - 谷歌将继续允许非游戏应用开发者通过其“用户选择计费”计划提供替代的应用内计费选项[5] 其他监管动态 - 苹果对印度新的反垄断处罚法提出异议 该法可能使公司面临高达380亿美元的罚款 苹果称该潜在处罚“严重不成比例”且“不公正”[7]

Alphabet Inc.’s Google filed a lawsuit against alleged Chinese cybercriminals, accusing the group of orchestrating a vast phishing campaign designed to dupe Americans into turning over their credit card numbers.The group, which Google refers to as “Darcula,” developed a malicious software kit that enables users with little technical knowledge to automatically send waves of text messages purporting to offer free versions of Google services such as YouTube Premium, according to the complaint filed Wednesday. ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion, implying a 25% compound annual growth rate. Those numbers aren't abstract anymore. They're turning into debt iss ...

Don't count out the reemerging search and artificial intelligence (AI) giant.Many investors were shocked when Nvidia became the first company to achieve a $4 trillion market cap. The competition for the world's largest market cap was long a contest between Apple and Microsoft, so to see Nvidia emerge out of nowhere likely came as a surprise.Now, the question is, which company is the next to achieve a $4 trillion market cap? Today, Apple has already achieved that, but instead of Microsoft (which previously r ...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets.According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion, implying a 25% compound annual growth rate.Those numbers aren't abstract anymore. They're turning into debt issuance, lease obligations, and quietly rising financial risk. The era of funding AI infrastructure with exce ...

CNBC's Jim Cramer on Tuesday proposed that action from Oracle could slow down other hyperscalers' enormous artificial intelligence spending, saying the OpenAI partner should show "discipline.""Oracle already has a huge amount of debt. Their balance sheet's not that good. At some point, they'll heed the warning of the bond market and slow things down," he said. "These data centers cost a fortune and even the best builders stumble…Oracle can't risk blowing up its balance sheet for Sam Altman. That's when and ...

I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time inves ...