If you’re wondering why the market is green today:

The ethics clause on the CLARITY Act appears to be resolved.

That single provision, the conflict-of-interest rule around government officials’ crypto holdings, is what held this entire bill hostage for months. Democrats pushed https://t.co/TFfMX1xW6e

Most people are wasting hours of productivity by using the wrong AI model for the job.

Kimi K3 is a powerhouse for daily workflows, but for the truly complex problems, Fable is in a league of its own.

If you want to stop guessing and start shipping, this is the framework you

Many economists forget that the first-order problem of an aging society, one with high life expectancy and low fertility, is how to redistribute income from workers to retirees. How fast output grows is, surprisingly enough, the lesser question.

If you have roughly as many https://t.co/iWtHGiZ8d2

$META in talks to rent up to $10B in AI compute to Anthropic over two years.

GPU+HBM clusters are becoming enterprise revenue engines. $MU $SKHY $DRAM. Healthy Economics Incoming.

Claude is the enterprise standard for complex, high value problems. Most expensive frontier model https://t.co/2fvxGH4ucJ

In Ackman’s latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer.

He sees “near infinite demand” for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and https://t.co/EOggfP27d5

🚨 BREAKING:

Iran: “We have closed the Strait of Hormuz. No Western ship can pass through here without our permission.” 🇮🇷

US Navy: For the first time in history, it deployed ‘Corsair’ kamikaze maritime drones and destroyed Iran’s submarine and ship maintenance facilities at https://t.co/5psskdDNBc

⚡️ A top theoretical physicist in Japan just posted something that deserves more attention than any benchmark released this year.

Yuji Tachikawa, one of the most respected string theorists alive, showed Claude his research notes from a collaboration that had been stuck at the https://t.co/lcT7DozP7I

Holy moly: Zhipu AI founder (GLM-5.2) Tang Jie says we are on our clear way to AGI and “AI will begin to learn what the “self” is and what self-awareness means”

In a purported internal letter, he argues that:
– autonomous agent systems are moving toward the fully automated pic.x.com/azMuCim62b https://t.co/hodUL50aPJ

Happy Friday degen,

Who is active?

Weekend is coming, i’ll research many project this weekend, i note +10 new project

The importance of reputation is growing, and Nucleus’s reputation policy is being strengthened. Now, another new project has joined Nucleus.

👉 Everyone is https://t.co/0P1w5xM7v6

The Iran war effectively destroyed every nation outside of the Americas as a rival to the U.S.

Iran is broken as a contender for power; they can’t even sell their oil. Tankers are ignoring the IRGC and transiting via Omani territorial waters, protected by the U.S. Navy. Iran is pic.x.com/vHBrOmHnvY https://t.co/3YItkbUVi5