Svend Egil Larsen @selaco
Low frequency trader, robot chaser, consultant, advisor, bond trader, and sometimes venture investor. linkedin.com/in/svend-egil-… Sola, Norway Joined March 2009-
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We’re going all in on World Models. Today we’re launching the 1X World Model Lab. The bet is simple: You can’t fine-tune your way to AGI. And you definitely can’t fine-tune your way to robots that can operate in the physical world. General-purpose humanoids need models that understand space, motion, objects, causality, affordances, physics, and action before they ever see a specific task. The frontier is not better VLA wrappers. The frontier is embodied world models. The 1X World Model Lab will focus on large-scale embodied world model pretraining: building the most generalizable foundation model for humanoid robots from the ground up. The next frontier in AI requires scaling: web-scale media + egocentric human videos + sim + dexterous remote operated robot data + on-policy NEO data → real-world deployment for robot data collection and RL → abundance of data → physical AI The robot collects data. The model gets better. The robot gets better. Repeat. To lead this, we brought in one of the best for the mission: @_sam_sinha_ , as Head of World Models. Sam was a founding research scientist at Luma AI and has been at the frontier of scaling multimodal generative video models his whole career. If you’re the best in the world at large-scale pretraining, video models, robotics, RL, infra, or data — and you want your models to move atoms, not just pixels — join us. Send background + evidence of exceptional ability to: [email protected] We’re building the model that makes autonomous labor real.
@Haraldklund @ParetoSecNO Får ikke tilbudsavisen til Mercadona :)
PAS: We expect salmon prices for next week at ~NOK 65/kg, down NOK 7/kg W/W @ParetoSecNO #salmon
@Haraldklund @ParetoSecNO Carrefour i Spania
PAS Sweden: May portfolio We make three changes to our May portfolio, replacing Thule, Xvivo Perfusion and Billerud with Atlas Copco, Note and Elekta. @ParetoSecSE
Pareto: We make three changes in our monthly portfolio for June, removing ARCH, LSG and VEND, and adding COSH and SCATC. The portfolio otherwise remains unchanged and consist of AKRBP, BAKKA, CMBTO, DNB, ENVIP, EPR, KOG and SWON. @ParetoSecNO
PAS: We expect salmon prices for next week at ~NOK 72/kg, flat W/W. @ParetoSecNO #salmon
Bakkafrost og Cooke snuser på Kaldvik ilaks.no/bakkafrost-og-… via @iLaksno
KALDVIK: Intrafish henviser til flere kilder og hevder at Bakkafrost og kandiske Cooke har vært på Island for å vurdere muligheter knyttet til kjøp av selskapet etter at Måsøval-familien har meldt om en strategisk vurdering av sine oppdrettsselskap. Som andre potensielle interessenter nevnes Salmar, Mowi og Cermaq, men en kilde mener at de to førstnevnte neppe vil ønske å eie ytterligere en islandsk oppdretter. Timing av en beslutning kan påvirkes av når ny islandsk lovgivning for oppdrettssektoren er ferdigstilt. Fra @XtraInvestorcom
Noe skjer på Island: intrafish.com/aquaculture/co… $KLDVK
PAS: We expect salmon prices for next week at ~NOK 71/kg, flat W/W. @ParetoSecNO #salmon
PAS: We expect salmon prices for next week at ~NOK 73/kg, flat W/W. @ParetoSecNO #salmon
PAS: We expect salmon prices for next week at ~NOK 75/kg, down NOK 3/kg W/W as we revise this week’s estimate down from NOK 82/kg to NOK 78/kg. @ParetoSecNO #salmon
PAS Sweden: We make four changes to our April portfolio, replacing NCAB, Securitas, Stille and Lime Technologies with Beijer Alma, Metso, Mips and Paradox Interactive. @ParetoSecSE
Pål Ringholm @PRingholm
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