1. WSJ - AI 칩 열풍 속에 존재하는 파멸의 씨앗과 메모리 반도체의 경기 순환적 리스크반도체 제조사의 유례없는 호황과 경기 순환성 우려 확산: 마이크론이 폭발적인 AI 수요로 Meta나 버크셔 해서웨이를 능가하는 역대급 수익을 예측받고 있으나, 과거 공급 과잉으로 폭락했던 산업 특성상 투자자들의 경계감 상존 상태.수요 측면에서 발생하는 예측 불가능한 효율성 개선 리스크: 구글 연구진이 발표한 대규모 언어 모델(LLM)의 메모리 효율성 극대화 논문처럼, 소프트웨어 알고리즘의 최적화 수준에 따라 데이터센터의 필수 메모리 용량 자체가 급감할 수 있는 불확실성 노출.차별화...

Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently been wrong before.Investing in artificial intelligence involves a strong belief that it’s different this time, and memory-chip makers are a particularly extreme example.Micron Technology MU -6.62%decrease; red down pointing triangle recorded its biggest-ever loss just three years ago, and is now forecast to become the sixth-most profitable U.S. stock. It will make just under $100 billion over the next 12 months, more than Meta or Berkshire...

Future iPhones and other Apple devices could include a breathalyzer.You can smell a lot more than alcohol on someone's breath. Apple is researching how to get that analysis done in your own home with a series of iPhone health sensors that you breathe over.Apple has a thing for breath. Previous patent applications have shown that the company wants to add breath detection to Apple Vision Pro, and to use how you breathe to help with sleep tracking.Now it's been granted a patent called "Electronic devices with breath sensing systems." It's techn...

Agentic AI is redefining platforms. It is transforming how work gets done, how value is created and how humans and machines collaborate.Strategy alignment unlocks value. Companies that align their AI, platforms and business strategies achieve on average 2.2x revenue growth and a 37% EBITDA lift.Winning in an AI-first world requires a new platform strategy. The report outlines five priorities to help companies seize the opportunity.Why Platforms Must Evolve NowFor decades, platforms defined how modern business worked—powering finance, HR, su...

Influencer Kayla Barnes-Lentz has built a loyal following arguing that wellness protocols based on male-dominated science don’t cut it for half the population.On a typical day, after a protein coffee, a workout, a sauna session and a multitasking moment of red-light therapy and prayer, Kayla Barnes-Lentz takes a walk in the early-morning light to reset her circadian rhythm. Today she’s traveling for work, but standing atop a San Francisco hill, eyes closed and chin tilted upward, she still makes time to face the rising sun. It’s a practic...

Lightrock has reached final close on a $500 million fund for clean energy. The firm is using the UN’s Sustainable Development Goal 7, which is affordable, reliable, sustainable and modern energy for all, as its investment thesis.It has launched a new venture, Accelerate7, to deploy the capital in the emerging marketLightrock has reached final close on a $500 million energy access fund, bringing its total assets to $5.8 billion. The London-based firm, which spun out of LGT in 2021, will back growth stage companies across Sub Saharan Africa,...

Chanel Leads in Social Reach, but Hermès Wins on Engagement.A new comparison of Chanel and Hermès’ social media performance shows a clear divide between scale and engagement in the luxury sector. Chanel commands a much larger audience across major platforms, while Hermès appears to generate stronger engagement rates on Instagram and TikTok.According to the data, Chanel leads overwhelmingly in follower count, with around 59.9 million Instagram followers, compared with 15.6 million for Hermès. Chanel also has a larger presence on TikTok,...

In 2024 Faber-Castell turned one of advertising’s most recognised formats against itself — and the results are almost impossible to believe.The German art supplies brand, working with agency DAVID São Paulo, launched “Shot on Faber-Castell” across billboards and Metro stations in Brazil.The campaign mimics the visual grammar of Apple’s long-running Shot on iPhone series — clean format, bold caption, arresting image — except every photograph is actually a hyperrealistic pencil drawing created using Faber-Castell’s own range of artist...

Experimental clothing brand Vollebak has created the prototype Sonic Jacket, which is fitted with 180 inward-facing speakers. Vollebak created the jacket to change how people feel by sending sound waves through the body."I've been looking at this concept for ages, simply looking at the fact the earth resonates at a frequency, my cat purrs at a frequency," Tidball continued."The idea that we are solid humans is simply not true. We're made up of particles, and in those spaces, that's where the sound and frequency can travel through you. And th...