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I always get a lot of critique for having like a relatively stiff expression but you know I mean I might feel pretty happy but just make a pretty small smile so I mean maybe for me I would want to…
The thing that you can do in the metaverse that is different from what you can do on a phone is like doing stuff where you're physically there together and participating in things together.
This gets to kind of the core of what the vision around virtual and augmented reality is of like delivering a sense of presence as if you're there together no matter where you actually are in the…
I think the personality test will give you like a little code and so basically the code you can it'll be like style inj or something and then you can use that code. So I think pretty I think it'll be…
I think the V6 is still should be really good. It's got to be like you'll have like better image quality, we have like more Pro understanding, it'll have better Blends, better image prompts, more…
We have like some other versions of V5 that we could release which have better Aesthetics right now the coherence is a little worse so we're not sure if we like it. We could collect more data from…
We have a few promising upscaler that will make your High images higher resolution. We have one version that I like a fair bit but it changes the image a little bit and maybe too much so we're going…
I think we're approaching The Phase One release of our web stuff so that'll involve like a new website that has better search, nicer designs, better light box we call it so you can look through the…
I think in the medium term the opportunity for defense for AI is way bigger than offense really. Um, I feel like that's maybe a I don't know if at least from a nonsecurity people standpoint, I don't…
I think right now this is something that a good friend of mine, Alex Stamos, um, has been doing a road show about, but uh, there's really only a small number of companies in the world that are truly…
The Mythos hype was about how it could find bugs, but we could find bugs with AI years ago. like Trail of Bits won a whole competition for it. The DARPA AI cyber challenge back in uh last summer. At…
I am truly impressed with what North Korea's been able to pull off. um they are like normally uh from countries like that you're seeing people recycle pentesting tools using off-the-shelf exploits…
I mean, I know their their GDP is something like $25 billion a year, and if they're stealing $1 to 2 billion a year, like this is a huge material impact to how much money their entire country has.…
I can guarantee you it will not be 25% a year from now. It'll be considerably higher than that. A year from now I would expect now that the majority of the mobile phones will be Version 9. Everything…
Our forecast assumes that we're going to get paid existing royalty rates. So until something changes there won't be any increase or change in those rates.
Contractual consent was required by Qualcomm to assign the Nuvia license and that consent was not obtained. As a result of not obtaining that consent they are in breach. What we did was send a…
For Q3 we expect revenue of between $920 and $970 million which at the midpoint represents Revenue growth of 50% year over year. Looking out to fiscal year 25 we are reiterating our guidance for…
Q2 has continued our strong start for fiscal year 25. Total revenue was $844 Million which was above the top end of our guided range. Royalty Revenue was $514 Million which grew 23% year-over-year…
Hong Kong basically passed two stable coin licenses to our joint venture, Anchor Point, which is a joint venture with Standard Chartered uh and uh um basically HSBC. HSP has already HSBC has already…
The target isn't beating B&B or even beating Ethereum. The target is essentially becoming meaningful to Tradfy, right? So basically, how do we onboard literally tens of billions a month more rather…
The financification of it in terms of people trading it and doing other things with it and now RWing it is all part of that let's call it lesser fair attitude that they've had around the IP to let…
Gaming is not coming back in the way that it was in 21. 22 blockchain. That's how I interpret it. It's a little bit like saying gaming is not coming back uh because we're not buying you know sort of…
Our thesis around altcoins broadly speaking, uh that we do think that altcoins are going to ultimately outperform Bitcoin as a collective. And I think we're seeing some inklings of that. You know,…
The problem is not sectoral, it's a problem of deep institutional decay. Take our personal security: we're in a situation where there's no certainty that criminals will be caught. You can commit a…
The thesis of the 'villa in the jungle' that led Israel's national security ethos for the last 30 years is completely broken. The idea that 'I don't belong to the region, there's a jungle around me,…
The geopolitical posture of the game of nations no longer works. The trust formula of 'just Jewish sovereignty, that's what matters, let's just get along and make sure people arrive everywhere and…
The basic claim of the book is bigger than Israel. There are two chapters out of seven that deal with Israel, and the rest try to talk about the human phenomenon, which is this cycle. We are now at…
Once every 30-40 years, our set of working assumptions—economic, governmental, industrial—simply no longer apply. You can commit a crime in Israel and the certainty that you'll be caught is very low.…
I think the entire financial services sector is going to have some days of reckoning. I don't I think DeFi it's exploding you're right it cuts the middlemen out cuts the cost you know as I mentioned…
I do think in the medium term it's just going to grind because there's almost no way we get out of this debt trap without inflating our way out right there's just too much debt in the U.S in europe…