Michael Waitze

@MichaelWaitze

Asia/US Tech Analysis, Founder Interviews, and Intelligent Daily Signals on AI, FinTech, and Infrastructure

Singapore

Joined May 2013

Replies Reposts Media Articles

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Michael Waitze
@MichaelWaitze
Aug 31
On today's episode of ATP Insights #54, we discussed how @nvidia is extending its AI platform beyond the data centre and into machines that operate in the physical world. Jensen Huang says this physical-AI business is already generating about $10 billion in annual revenue. He
ATP
@ATPinsights
Aug 31
ATP Insights #54 - On Today's Show: 1. Nvidia Wants to Run the World’s Robots 2. Tencent Unveils Its New Hy4 AI Model 3. Bryan Sng, Co-Founder and COO at @simpleai_sg 4. Amanda Yeo, Founder & Managing Partner at Brighten Sphere 5. @thurupathanv, Co-Founder / CEO at @aventude 6.
Michael Waitze
@MichaelWaitze
21h
On today's episode of AGTP Insights #138, we discussed @SpaceX's successful launch of @NASA's Nancy Grace Roman Space Telescope aboard a Falcon Heavy on August 30, 2026. The rocket lifted off from Kennedy Space Center at 7:26 a.m. EDT. Falcon Heavy released Roman onto its
AGTP
@AGTPinsights
23h
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Michael Waitze
@MichaelWaitze
Aug 27
On today's episode on AGTP Insights #137 we discussed how @nvidia has reportedly agreed to acquire @huggingface for $12.9 billion. Hugging Face has become the central distribution and collaboration platform for open AI. Its community includes roughly 15 million developers and
AGTP
@AGTPinsights
Aug 27
x.com/i/broadcasts/1…
Michael Waitze
@MichaelWaitze
Aug 27
On today's episode of ATP Insights #53, we discussed how @XPENG_Global has agreed to raise more than $900 million for its robotics business at a post-money valuation above $6.3 billion. It is the unit’s first external funding round and the largest single private financing
ATP
@ATPinsights
Aug 27
On Today's Show: 1. XPeng’s $900 Million Bet on Robots and AI 1A. Alibaba's Qwen launches Qwen3.8-Flash AI 2. Neil Calvert, CEO at LINQ 3. Vince Yamat, President & CEO at 917Ventures 4. Mabel Loh, Founder & CEO at Maibel 5. Benjamin Claeys, CEO at @QRtigers 6. Leanne Hughson,
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Michael Waitze
@MichaelWaitze
Aug 24
On today's episode of AGTP Insights #136, we discussed how @nvidia's relationship with the AI industry is becoming broader than supplying GPUs. Two transactions reported within days of each other show the company putting serious capital behind businesses that sit much higher in
AGTP
@AGTPinsights
Aug 24
On Today's Show: 1. Nvidia Wants More of the AI Stack 2. Chinese Robot Beats Usain Bolt 3. Sam Altman Admits He Was Wrong About AI’s Timeline 4. @wolfofmarketst, Chief of Staff at Pump.co