Karim Franceschi
Karim Franceschi @karimfranceschi ·
Kurds are currently being lynched in their own majority towns in Syria. Improvised roadblocks have been set up throughout the city of Afrin. Kurdish families, including women and children, are forced out of cars, beaten, made to walk over Kurdish flags. Their vehicles burned. 1/3
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Mands 🐾
Mands 🐾 @mands_oIi ·
Replying to @aiyinyan
@aiyinyan s, server do SEA com inglês disponível pior q é assim msm, o jogo tbm já tem 5 anos, né? o povo já ta em outra agr :/ olha, real, melhor ficar com essa paz msm, do jeito q as coisas tão kk ainda tenho meus jogos, mas só to entrando qnd to com vontade
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Dev
Dev @DEVM84 ·
Replying to @TMT_arabic
@TMT_arabic @jsaideepak Has killing of innocents been banned yet otherwise everything is legitimate in a war yeah well not what chemical, biological weapons ,.Nuclear weapons is there anything this war will be able to stop unless the war itself stops??
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Abdulrahman ibn Mahmoon
Abdulrahman ibn Mahmoon @Abdulrah_maan ·
Replying to @Abdulrah_maan
You call me Newton.. Your personality is one that more than two decades have not been enough for me to adequately process. You're an amazing mom and a fiercely loyal sister.
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Black Op
Black Op @SlavetodaPaper ·
Replying to @The_Life_Of_Dlo
@The_Life_Of_Dlo @sierraleonean_ @_Twinndiesel 1. Drake was weak & an easy target when he first came up. 2. He didn't have power like JAY Z & Diddy did 3. He learnt the hard way that hip hop is not a peaceful, positive art form 4. He adopted and gained that power that he has now. Drake has the right to rap like a mob boss
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Kent C. Dodds ⚡
Kent C. Dodds ⚡ @kentcdodds ·
Replying to @QuentinCody
@QuentinCody @dsp_ Where to store the memories is not a problem at all, and yes, that's exactly what I would do. It's good retrieval of memories and making sure that the agent can find what it needs when it needs it without bloating the context. That's the real challenge here.
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Mikael Wåhlin
Mikael Wåhlin @Plaskpojken ·
Replying to @cherryPayment
@This is one of the most sober and accurate assessments of the trailing Sivers story on X. You are 100% right to highlight the historical R&D burn and execution risk. However, the reason $SIVE is popping up everywhere right now is that your exact checklist for "What would make this interesting?" has been checked off in the last 6 weeks. The market is pricing in the 2024 cash burn, missing the 2026 volume ramp. Here is the updated data on your 3 criteria: 1. Tier-1 Customer Wins (Validation) ✅At OFC 2026 this month, it was confirmed that Sivers' InP laser arrays are the optical engine inside Fortune 500 giant Jabil’s ( $JBL) new 1.6T LRO transceivers. They also just took a $4.3M upfront NRE from another Tier-1 simply to lock in their InP foundry capacity. 2. Volume Production Orders (Real Demand) ✅The R&D phase is converting. Ecosystem partner POET Technologies just unveiled their Gen 2 light engines (powered by Sivers) at OFC, officially stating they are designed for "high volume manufacturing." Furthermore, Sivers just upgraded their LiDAR customer pipeline to a massive $53M–$138M, with volume ramping in Q4 2026 (aligning perfectly with Aeva/Daimler timelines). 3. Strategic Partnerships & De-risking ✅You correctly identified the "dilution cycle" risk. A few weeks ago, Sivers secured a $29M refinancing deal via Bootstrap Europe. This restructured their debt and provided the exact runway needed to execute this high-volume ramp without the immediate toxic dilution the market feared. Takeaway: You are completely right that this was a high-risk R&D bet. But with Jabil validation, the Bootstrap financing, and the industry pivoting to CPO/LRO, the execution risk has plummeted while the market cap (~$325M) hasn't caught up. Would love to hear your thoughts on the Jabil/InP dynamic now that the tech is out of the lab!
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