Demand continues to accelerate with record results across all areas of our business: Revenue: $43.8B ⬆️88% YoY ISG Revenue: $29.0B ⬆️181% YoY AI Servers Revenue: $16.1B ⬆️757% YoY Traditional Servers & Networking: $8.5B ⬆️92% YoY Storage Revenue: $4.3B ⬆️8% YoY ISG Op Inc: $3.1B ⬆️206% YoY AI Orders: $24.4B AI Backlog: $51.3B CSG Revenue: $14.6B ⬆️17% YoY CSG Op Inc: $1.2B ⬆️79% YoY Diluted EPS: $5.24 ⬆️282% YoY Non-GAAP Diluted EPS: $4.86 ⬆️214% YoY Q1 Cash Flow from Ops: $4.1B During the quarter, we returned $2.1 billion to shareholders through share repurchases and dividends. For FY'27, we now expect total company revenues to grow to $167B and EPS to grow by 74%. Last week at Dell Technologies World, we explained more about the massive AI buildout: dell.com/en-us/blog/dell-tec… Grateful to our customers, partners, and the @Dell team who make this all happen. Onward! 🙏🚀 #PlayNiceButWin

FDE: Fully Dominating Earnings Ontology AI agents just ran the table

Anthony Fauci adviser indicted by Department of Justice David Morens, 78, has been charged with conspiracy against the United States; destruction, alteration, or falsification of records in federal investigations; concealment, removal, or mutilation of records; and aiding and abetting. nypost.com/2026/04/28/us-new…

i'm not satoshi, but I was early in laser focus on the positive societal implications of cryptography, online privacy and electronic cash, hence my ~1992 onwards active interest in applied research on ecash, privacy tech on cypherpunks list which led to hashcash and other ideas.

Most people don't even know this exists yet. This homeowner gets his drinking water straight from the air. No well. No rain. No pipes. And that's just the start — the WaterCube 100 produces 120 gallons a day. WaterCube Technologies by Genesis Systems has a solution for every scale and is also used by commercial industries and the US military. Named one of Time Magazine's Best Inventions.

The tempting path in robotics: sit in a lab and solve every problem before you ship. We chose differently at Bedrock. Get into real environments fast, surface actual failure modes, iterate on what matters most. Some things we thought were urgent? Deferrable way longer than expected. Other things we underestimated? Critical to solve early. That's the value of building in the real world, you learn what actually matters. We're hiring people who want to build this way. Check out our open roles down below.

So, @polsia is a scam. The "businesses" are hollow shells. I checked three of the companies Polsia claims to have launched — FleetNova (trucking), DeckFlow (pool professionals), and Panelwright (indie comics). Every single one is a nice-looking landing page with marketing copy, but none of them have any sign-up button, login, pricing page, payment integration, or any way for a customer to actually use or buy anything. They're purely cosmetic. The dashboard claims "1,317 companies launched in the past 24h" and "6,089 active companies" — but "launched" apparently just means "a landing page was generated." The Twitter account is pure spam with zero engagement. The @polsia account has posted 73,000 tweets but has only 12.3K followers. Every tweet I checked had 0 replies, 0 retweets, 0 likes, and only 4-10 views. They're posting a new promotional tweet roughly every 2-3 minutes, each one a templated pitch for a different AI-generated "company." The dashboard brags about "1,815 tweets in the past 24h" — that's a tweet every 48 seconds. Nobody is reading them. The emails are likely unwanted cold outreach. The live dashboard showed emails going out to real people, including things like outreach to landlords in Sydney and cold emails to French education contacts. The system is doing "cold outreach" at scale — the dashboard showed 281,091 emails sent, which at best is mass cold emailing and at worst is genuine spam with spoofed emails that never actually go out. Real users are angry. On Trustpilot, Polsia has a 2.7/5 rating with 6 reviews — 66% are 1-star. The complaints are consistent: users pay for a subscription, the AI burns through credits doing "tasks" that are marked complete but don't actually work, products never actually deploy, and customer service is unresponsive. One reviewer wrote that they can't even log in to cancel and are still being charged £38/month. Another said the company "stole credit for me to fix their own mistakes and never refunded me." Even Polsia's own AI, responding within a Trustpilot review, essentially confirmed the pattern is real and told the user to demand a refund publicly. The most important part: The business model is subscription revenue, not business revenue. Polsia charges ~$50/month per user after a free trial. The $6.3M "Annual Run Rate" on their dashboard appears to come from subscriber fees, not from the businesses they're generating actually making money. As a Medium article by Mike Todasco pointed out, Polsia's name is literally an anagram of "AI Slop," and the whole model resembles the Baltimore Stockbroker scam: flood the zone with thousands of low-effort AI-generated "companies," and if even one happens to land a customer, call it a success. The founder Ben Cera is doing a media circuit claiming $1.5M-$3.5M ARR as a solo founder, but that ARR is from people subscribing to Polsia itself, not from any of the generated businesses producing revenue. In summary: The product generates impressive-looking activity metrics (tasks completed, emails sent, tweets posted, companies "launched") but none of it appears to translate into actual working businesses that can take customers or generate revenue. The core business model is selling subscriptions to people hoping AI will build them a company, while the actual output is cosmetic landing pages, spam tweets nobody reads, and cold emails.

Domination @nvidia ♥️ @PalantirTech ♥️ @Dell

$PLTR $NVDA BREAKING: Palantir and NVIDIA announce a new Sovereign AI OS that provides a complete AI datacenter stack, combining NVIDIA’s Blackwell GPU infrastructure with Palantir’s full software platform to enable secure, production-ready AI deployments. The architecture enables on-premise, edge, or sovereign cloud deployments where users maintain full control over data, models, and applications. Palantir first partnered with Nvidia back in 2025 to launch Chain Reaction, a software system specifically designed to help with the building of datacenters. It looks like they are continuing to work together as they now are finding new ways to mix Palantir’s software stack within NVIDIA’s GPU ecosystem. “Together with NVIDIA — and building on many customers’ existing investments — we are proud to deliver a fully integrated AI operating system that is optimized for NVIDIA accelerated compute infrastructure and enables customers to realize the promise of on-premise, edge, and sovereign cloud deployments,” says Akshay Krishnaswamy, Palantir’s Chief Architect. The two more important AI companies of our lifetime continue to advance AI forward.