I'll second that - good video. Thanks for the link.

Tik-Tok-their US business might be sold by tomorrow. I wonder if Oracle could scoop them up. They already run their servers. Msft/Amzn/Blackstone, mrbeast (really?) and only fans founder are bidding.

Here is a complete list of ALL notable Robotics players. See the common thread? [image: 1744622289650-screenshot-2025-04-14-at-10.15.51.png]

@Jasey_ It would, but when I want to split a chunk between three different holdings that's not an option, and after doing the first two I'm not sure what would happen if I left the third as "Full switch", what would happen if that was processed first, of course I could have left the third one until another day. Once the tax rebate comes in I'll do a full switch, I only paid it in as cash so I could use the £4.03 that was in cash. I still have odd amounts in PHO and PHE. Ultimately its a bug in the website that needs fixing though, as there is nothing wrong with 2 decimal place

Thank you Adam for your email today. This turned out to my fault, I'd put it into IM Money Markets (as there was a few quid in there I wanted to use), which of course is not cash, so takes time to sell down. Switches completed today.

Thanks Nik

Noted. We will put it together

Thanks. I upvoted your reply. I hope that's the same as a thumbs up .

Thanks Adam, thought I was still mixing it up. Yes quai investments. Do they have an easy to use app (on top of the website dashboard)?

OpenAI closed a new funding round, raising $6.6B from Microsoft, Softbank and Nvidia. This was based on a post capital raise valuation of $157B. The company is expected to generate $3.6 billion in revenue this year, despite losses exceeding $5 billion, while next year’s revenue is projected to soar to $11.6 billion.

Hi Jim, Top marks :). We report in GBP and your USD assets, other things being equal, are worth more GBP. Regards Adam

We are already looking at the uranium suppliers(miners). The commodity, being the power generation itself wouldn’t be a big profit driver but the much rarer ‘product’ looks promising.

All in sync today

Hi Adam, hope all good with you. Interesting stuff above in your post, thanks, I’ve learnt a little bit there!

Thanks Nik. Seen your email and will wait for the other info. Jersey / off shore is a 2026 thing anyway so plenty of time to plan.

Just to add to Adams description and detail, the name is an indicator of your intention for access to the funds. If you intend to take it all, or a big chunk at a given date in the future, you may choose withdrawal, as you intend to withdraw the funds, and so we progress to a defensive position to stabilise the funds ready for withdrawal. If you intend to access the funds in chunks over time or draw an income, then you may chose income. In this case we look to stabilise a proportion of the funds ready for you to draw as income while allowing the rest to continue to seek growth ready to be accessed at a later date

It's interesting that Meta is working with Figure AI, a company which Nvidia along with MSFT and Amazons's Bezos invested in last year. Again Nvidia is providing the chips to train the models and the robot-brain, Jetson Thor (JT), the most powerful platform for AI vision and autonomy every created. Pre trained with Isaac-sim(simulation) on a wide number of tasks, the machine is deployment ready-launching mid 2025. It can also support level 4 FSD in cars and trucks and has already been adopted by most car manufacturers. Other companies developing robots are: Boston Dynamics-parent Hyundai Tesla Optimus bot APL Robotics PAL BMW Honda Foxconn Mercedes Jetson will be a significant new opportunity for the company in the years ahead. The common denominator-Nvidia. It doesn't matter who makes the machines, they will win the dominant share of hardware and software solutions to make it work.

Transcript from an interview with Bill Gates, Steve Ballmer and Satya Nadella to celebrate 50 years of MSFT(Friday April 4) Nadella: What we are really supplying is intelligence. It started in 1975 with Bill and software was the thing. And today nobody is going to get up and say, hey, we need less of it. I need more of it and I need it daily. One thing is certain, the world needs more compute in the future. We will adjust to the geopolitical shifts and see how that shakes out.(Nadella). Bill Gates- I’d like to say that the biggest trend in the world today, way beyond any political shifts is the arrival of AI. We just turned 50 as a company but the next decade will probably be the most profound. Asked about potential over supply of AI compute, Nadella: Do we have to be matched up to it, perfect matching of demand and supply every second? No. So is this something we are absolutely committed to to building our data centres across 60 regions? We are absolutely going to do this. Sure there are always adjustments. Steve Ballmer: There is a bright future in intelligence and the biggest mistake we could make is to slow investment due to a short term hiccup. Bill Gates: you will always go through periods of having a bit too much supply but over the next 10 years you will probably find we are always going to be in a shortage vs demand so what is key is having a large capital budget to maintain the investment build out. Nadella: Heres the interesting thing. We have found the thing (AI) I am not looking for any other things. Intelligence will power everything . I am building our infrastructure to support the need in the future. The need from a robotics company, an autonomous driving company, a medical research and drug company.

Hi Gents Apologies Dingg, I remember your suggestion and thought it was a good one and then didn't put the post up. As mentioned elsewhere we have a number of interface upgrades in place which will look to streamline a lot of the admin processes that we run and this should not only improve efficiency but should also see you get quicker turnarounds and more info along the way so you can track the progress of a request. That said in the meantime typically time lines are : ISA/GIA 5-7 working days this allows for sell down of the asset and transfer of funds to your nominated bank account Pension 4-6 weeks, This allows for the HMRC/Pay Roll process and then sell down of assets and transfer of funds to your nominated bank account Pension payments can on occasion be quicker but use the above as a guide

I'd expect significant tinkering with pension allowances and relief rates and some kind of cap on ISAs - possibly a cap on maximum lifetime contributions or a cap on allowed value after which you can't make any more contributions. Too many people have too much money for themselves and large numbers of people are in need of (more) state support, or so our political overlords think. The money therefore needs to be taken from the former and given to the latter.