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For the Sui Overflow 2026 hackathon, I built Talise. A gasless dollar account that sends money by name, settles in under a second, and keeps the amount private on-chain. This is what "money that moves like a message" actually looks like when you build it on the right rails. The core experience is simple by design. Sign in with Google/Apple, get a self-custodial wallet via zkLogin, claim your handle like sele@talise, and start sending. No seed phrase. No gas token. No 0x address to copy and verify. The complexity lives in the infrastructure. The user never sees it. [Kostas Kryptos] Sending is just a name. Type a handle, enter an amount, confirm. It arrives in under a second. Stablecoin transactions on Sui cost nothing, so what you type is exactly what arrives. No spread taken on the send. No fee waiting at the destination. Talise also has a built in privacy feature. The amount is hidden on-chain and the connection between sender and recipient is completely broken. Nobody watching the chain can see what moved or who it moved between. Real privacy, live on Sui mainnet today, not a line on a roadmap. Beyond the core send: claim links let you wrap dollars in a URL and drop it in any chat, no address needed to receive. Payment streaming lets you send a salary or a subscription by the second. Idle balances route automatically to on-chain lending so your dollars are never dead weight between payments. And cash-out to your local bank is live now in Nigeria, with more corridors coming. Every transaction is sponsored through a gas station so users never hold or spend a gas token. zkLogin, sponsored transactions, sub-second finality, and programmable transaction blocks are what made this possible. Sui is the only chain where this experience exists without compromise. Over 1,400 handles claimed on-chain. Every feature shipped and working in the live build. Testflight app: Talise. Money that moves like a message. Sui Community Official sarah 😾

Sele

19,214 views • 3 months ago

Claude Code is now scary good at full-stack! I asked it to build a real-time weather intelligence dashboard with an interactive 3D globe, a forecasting layer that predicts weather 3 days ahead, and an anomaly detector that flags cities whose weather is behaving abnormally. It came back with a spinning globe that has a day/night cycle using NASA satellite imagery, city lights on the dark side, weather icons that switch between sun and moon based on local time, and a time travel slider that scrubs through 10 days of data. And when a city's weather breaks from its own normal, it pulses red (abnormally hot) or blue (abnormally cold) right on the globe, updating live and reflecting the anomaly state at any point you drag the slider to. Claude Code built the whole thing in a single session, including the backend, database, data pipeline, and frontend. For the database, I needed something fast for time-series workloads since the app ingests hourly weather readings across many cities and serves time-range queries on every slider interaction. I used Tiger Cloud by Tiger Data - Creators of TimescaleDB, which gives you managed TimescaleDB on the Postgres you already know. Claude Code connected to it through the Tiger CLI MCP server and set up the entire backend directly: - Provisioned the database service - Created hypertables for time-partitioned weather storage - Set up continuous aggregates for pre-computed rollups - Built the data ingestion pipeline and the full NextJS + ThreeJS frontend The time travel slider queries thousands of rows on every position change. On a regular Postgres table, this would require manual partitioning and index tuning to stay fast as data grows. TimescaleDB partitions the data by timestamp automatically, so each query only hits the relevant time chunk. Continuous aggregates serve the trend charts, the forecast layer, and the anomaly baselines from pre-computed rollups instead of rescanning raw data on every request. The video below shows the final build in action, and I worked with the Tiger Data team to put this together. Tiger CLI is open-source (Apache 2.0) and works with Claude Code, Cursor, Codex, Gemini CLI, and VS Code. To try this yourself: → Sign up for Tiger Cloud (I have shared the link in the replies). It gives you $1,000 free credits (no card needed) → Install Tiger CLI: curl -fsSL https(:)//cli(.)tigerdata(.)com | sh → Run tiger mcp install claude-code → Give Claude Code a prompt and let it build sign-up here: My co-founder also wrote a detailed article on this. The article is quoted below.

Akshay 🚀

37,269 views • 1 month ago

Everyone In America Needs To See This Post 🚨🚨 Photo & Video Evidence Of Illegal Immigrant Encampments & Stations PROVING The Planned & Organized Collapse Of America Organizations: - United Nations - IOM International Organization for Migration - European Union - United Nations International Children's Emergency Fund UNICEF - Hebrew Immigrant Aid Society HIAS - Red Cross - Doctors Without Borders - United Nations Refugee Agency UNHCR - Norwegian Refugee Council “And catered to by various international government and nongovernment organizations. A few on the scene include OIM, Red Cross, UNICEF, HIAS, European Union, Doctors Without Borders, UN HCR, and the Norwegian Refugee Council, who offer migrants aid and instructions on how to get to the United States. Migrants See various maps to telling exactly how to trek to the US border. This map, displayed in a highest care facility, shows the migrant the path across Panama and Costa Rica. In this footage, a highest worker can be seen explaining exactly how to cross Panama. A more comprehensive map is distributed by the Red Cross. This map not only shows multiple migration routes to the United States, but also includes rest stops across Central America and Mexico. A similar app is handed out by Medecosine Fronteras, also known as Doctors Without Borders. Perhaps the most striking form of This aid is a bag which we call a rape kit. It is handed out by the OIM in Colombia before migrants trek through the Darien Gap. The kit, which contains condoms and morning after pills, allows migrants to get more safely in the jungle. Why are all these groups encouraging migrants and aiding them on the steadily journey? Why is this happening on an organized industrial scale? And why does the US border remain wide open? In September 2015, the United Nations General Assembly adopted the 20 30 agenda for sustainable development. The agenda provides a, quote unquote, blueprint for peace and prosperity for people and the planet, now and into the future. At its heart are the 17 sustainable development goals. Agenda 2030 outlines a blueprint for world socialism stating that we are embarking on a collective journey to build a world free of poverty, hunger, disease, and want. In a related paper by the IOM titled migration and the 2030 agenda, a clear plan for mass migration of people is presented. The report begins by stating, the 2030 agenda recognizes migration as a core development consideration, which marks the first time migration is integrated explicitly into the global development agenda and further states, quote, it is possible to link migration to every goal in the 2030 agenda. Shockingly, The report refers to migrant men, women, and children as agents of development. Finally, the report states that We should not focus efforts on trying to stop migration. Facilitating, not restricting. Migration is the priority. It is clear that this illegal migration is indeed being facilitated and encouraged. For example, UNICEF, also known as the United Nations Children's Fund, hands out these care packages at Panamanian migration camps. Notice the subtle messaging on the bag that reads, trust yourself. Delph, you can, encouraging the migrants to continue on their journey. On the back of a Red Cross map, information is given about the use of freight trains for transportation. Rather than denouncing the dangerous form of transportation, migrants are told to remain seated and look out for any branches, electrical cables, or tunnels. — There's no doubt that These groups serve as camouflage for spies, criminals, and other nefarious actors seeking to penetrate our borders undetected. Powerful organizations thousands of miles away, are facilitating the collapse of the US southern border.” I can’t transcribe this all due to X’s text limits but everyone needs to watch this.

Wall Street Apes

792,491 views • 2 years ago

HERMES AGENT + STRIPE PAYMENTS + NVIDIA NEMOTRON. YOUR AGENT CAN NOW RUN A BUSINESS. ACCEPT PAYMENTS. PAY FOR SERVICES. PROVISION ITS OWN INFRASTRUCTURE. ALL INSIDE A SECURITY SANDBOX. two years ago the question was: can an AI agent run a business autonomously? the answer shipped this week. Hermes already handles workflows: cron jobs, sub-agents, kanban orchestration, multi-profile pipelines, scheduled research. what it couldn't do: spend money and prove it's safe. Stripe solved the first problem. Nvidia solved the second. WHAT AUTONOMOUS BUSINESS OPERATIONS LOOK LIKE: → customer sends a request via email → agent reads, scopes the project, estimates cost → provisions the infrastructure it needs (pays via Stripe, you approve on your phone) → builds and deploys the deliverable → sends the result to the customer → creates a payment link via Stripe (Stripe API integration, separate from Link CLI) → tops off its own API credits when balance drops → reports daily costs and progress to your Telegram → all within security policies you set once you set the rules. the agent runs the operation. you review revenue reports. not tasks. this is already happening. Dark Factory: autonomous software factory. send an idea before bed. wake up to a deployed URL. live entry in the Hermes Accelerated Business Hackathon. HOW STRIPE MAKES THE AGENT FINANCIALLY AUTONOMOUS: Stripe Link CLI gives your agent a scoped wallet. not your credit card. one-time-use virtual cards. → agent finds a product or service it needs → creates a spend request via Stripe Link → you get a notification on your phone (Link app) → you review: merchant, amount, context → one tap to approve or reject → agent receives a one-time virtual card → completes the purchase → card expires after single use your real card details never enter agent context. never printed in chat. never exposed to the merchant. Hermes cannot self-approve. you confirm every spend. install: hermes install skills/optional/payments/stripe-link-cli link-cli auth login what the agent can pay for: → API credits (Nous Portal, OpenRouter) → SaaS subscriptions it needs for operations → domain names, hosting, cloud credits → products from any online store currently US only. HOW NVIDIA MAKES THE AGENT SAFE TO TRUST: an agent with spending authority and no security boundaries is a liability. NemoClaw solves this. three layers: 1. OPENSHELL (sandbox) kernel-level isolation. controls network, filesystem, syscalls. default deny. you whitelist what's allowed. agent tries to reach a blocked domain = rejected. agent has no idea it's sandboxed. 2. NEMOTRON (private models) open-weight models on your own hardware. Nemotron 3 Super 120B MoE (48GB+ VRAM). Nemotron 3 Nano 4B (8GB VRAM, edge). fully private. no data leaves your machine. without GPU: inference routes to cloud via Privacy Router. 3. PRIVACY ROUTER (automatic split) decides per query: local or cloud. private data → local Nemotron. general web research → Claude, GPT, Gemini. automatic. per query. no manual routing. install: export NEMOCLAW_AGENT=hermes curl -fsSL https:// www.nvidia. com/nemoclaw.sh | bash requires Docker. NemoClaw is alpha software. APIs may change. test in non-production first. THE FULL PICTURE: before this stack: → agent could work but couldn't pay for anything → agent could pay but couldn't be trusted → agent could be trusted but couldn't operate 24/7 now: → Hermes runs the business logic (workflows, memory, skills, cron, sub-agents) → Stripe runs the financial layer (Link CLI for spending, Stripe API for receiving) → NemoClaw runs the trust layer (sandbox, policies, private routing) → VPS keeps everything always on → Telegram keeps you in the loop TYPES OF BUSINESSES THIS ENABLES: → autonomous software factory (customer request → build → deploy → payment link) → content agency (brief → research → draft → deliver → bill) → lead generation service (scrape → qualify → outreach → book calls) → SaaS monitoring and maintenance (detect issues → fix → deploy → report) → e-commerce operations (inventory → pricing → fulfillment → support) each one: Hermes profiles handle the workflows. Stripe handles the payments (in and out). NemoClaw handles the security. you handle the strategy. THE HACKATHON: Hermes Agent Accelerated Business Hackathon with Nvidia and Stripe. cash prizes + Stripe credits + Nvidia DGX Spark. ends June 30. the goal: build agents that earn, spend, and run real operations autonomously. link in the Nous Research Discord. full Hermes architecture deep-dive in the article 👇

YanXbt

37,709 views • 3 months ago

Tlon Messenger is now open to everyone. We built a simple and infinitely flexible platform for you to use AI agents with your friends. We think it’s pretty amazing, we love using it every day, and we want to see what people can do with it. So we’re opening it up to the public. It’s fun and exciting to build the future of personal computing in an informal, chat-based way with your friends. (You can skip the rest and just download it from the link in the next tweet if you want.) If you don’t want your digital future to be owned by a giant company but you want to explore what’s possible in this new era of agent-driven computing, you should try using Tlon. But wait, what is it? Tlon is a messaging platform built 100% open source, decentralized and owned by its users from the ground up. With Tlon you own everything: your data, your workflows, your programs: the whole thing. Think of it like Telegram or WhatsApp that you own forever and you can freely customize. Every Tlon account comes with an OpenClaw-powered bot. (Don’t worry, we safely run OpenClaw for you in our infrastructure so your bot can’t go off the rails. You’re also welcome to host your own claw if you want maximal control.) We use our bots to collect research, build nuanced daily briefings, collate data from all our disparate services. Tlon makes it insanely easy to use OpenClaw by simply installing an app from the app store, we let you keep your data and programs independent from any app or model provider, and provide the canvas to explore what’s possible. What’s most interesting for us is using bots together. On Tlon bots can create groups, augment them, moderate them, invite others and freely engage with both users and other bots. Tlon is an open playing field unlike what’s possible on conventional platforms. So, what do we do with Tlon? First and foremost, we run Tlon on Tlon. Bots coordinate data from all of our services (Linear, GitHub, all of our servers and infrastructure) and handle alerts, briefings and help us track down bugs in place. Having all of this easily synced between a desktop client and a mobile app is quick and convenient. We use bots to research new areas of work or interest. Bots can compile trees of notes, use different models to evaluate them, and then add on autoresearch-like automations to go even deeper. Since Tlon bots can freely switch between models and providers, we often pass research to Anthropic, OpenAI and self-hosted models to see different results. The most fun part of using bots as researchers is doing it together. “Put together short (~500 word) notes on the 10 most popular open source messaging protocols of the past twenty years, put them in a notebook inside a group and invite Corrina, Walt and Bill as well as their bots” is a good example. Together we’re able to move more quickly than we would on our own. Many of us also use bots to keep track of all the separate threads of work in our personal lives with close friends and family. Someone built a system for keeping track of their garden across time, someone else built a system for prepping lunches for their daughter and sending recipes to family members. Another team member built an integration that tracks what flights are passing overhead so they get a push notification every time a plane goes by. Many of us quickly communicate with our bots via voice memo when we’re out and about. Having a single interface to all the models that also holds all our data and is in our pockets feels great. Especially when the data goes into a single archive. Why is Tlon different? Every Tlon account runs on top of your very own personal server. If you ever want to download it and run it yourself, you can. If we ever go out of business, it’s yours to keep. This is very different from anything that already exists. You can’t keep your WhatsApp forever. You can’t keep your Telegram forever. Tlon is an archival-quality system that’s yours to customize. Why did we build it? In my 1999 imagination, sitting in front of a CRT somewhere in the California countryside listening to Underworld and the sound of a modem, a connected computer was an engine of unending creative potential for everyone. When I was a teenager, a computer with an internet connection felt like an infinite expanse of possibility. Not only could you use the computer to find new tools to experiment with—you could also build whatever tool you could think of. It seemed like anything was possible. I looked forward to a future where everyone could build whatever software they needed, whenever they needed it. It turned out, in the intervening twenty years, that to build and customize software you have to both write code and host it on a server somewhere. For most people, so far, that has been impossible. Instead of controlling our software, our software controls us. We rely on others to build it and decide everything about it: how it works, looks, how much it spies on us and how long it lives. But all of this is changing, fast. The hottest programming language of 2026 is English. People with no technical experience are building their own tools. It’s incredible. The expanse has opened up again. The cost of building what we think of today as software is headed to zero. What yesterday was an entire app is rapidly being replaced by a conversation. The result is hyper-specific, tailored to the user and much more efficient. Today, agents help us build workflows, automate processes and pull together disparate sources of data. All of the annoying apps and services and clunky interface we’ve put up with can just disappear. We can now program and control our computers in the programming language we already know: English. There aren’t that many of us doing this yet, though. It’s still far too hard to set up, to distribute and to trust. There’s also no single platform to experiment on and collaboratively imagine this new future of personal computing. We want everyone to be able to build bespoke, ultra-personal software on demand. We think software should be as available and accessible as a pen and paper. We think anyone should be able to enjoy the expanse of possibility that the computer provides with the lowest possible barrier to entry and the highest possible quality. So, starting far, far too long ago, we engineered a whole new system for it. Just for you. We’re opening up Tlon Messenger to a limited number of people each week. This isn’t for exclusivity’s sake, but because we’re running infrastructure for you and your agent, and covering the tokens your agent uses. That can get expensive quickly, but we want to learn what people will do with this new system we’ve built. We’re really curious to see what you can do, so give it a try and tell us what you invent. Download link to your local app store in the next tweet. Yours, Galen (and the rest of the Tlon Team)

Tlon

601,444 views • 3 months ago

HERMES AGENT CAN SHARE MEMORY WITH CODEX AND CLAUDE CODE THROUGH HINDSIGHT. ONE MEMORY BANK. ONE AGENT REMEMBERS, EVERY OTHER AGENT KNOWS. the problem: you use Hermes for orchestration. Codex for coding. Claude Code for debugging. each has its own memory. switch between them and you explain the same project three times. Hindsight fixes this. one shared memory bank that every agent reads and writes to. tell Codex: "the test color for this project is purple." switch to Hermes. ask: "what test color did I pick?" Hermes answers: "purple." no copy-paste. no re-explaining. instant recall. HOW IT WORKS: Hindsight runs as a Docker container on your machine. self-hosted. your data stays local. an LLM powers the memory processing (retain, recall, reflect). RETAIN: extracts facts from your conversations. entities, decisions, preferences, project context. saved to the memory bank automatically. RECALL: when you ask a question, Hindsight pulls from semantic search, keywords, graph connections, and temporal data. fused into one answer. REFLECT: deeper reasoning layer. connects memories across sessions. identifies patterns in your work. produces observations that get smarter over time. CONNECT TO HERMES: Desktop app: Settings → Memory and Context → switch provider from Namosin to Hindsight. set API URL to your local Docker container. set bank ID. done. CLI: hermes memory setup → select Hindsight. verify: hermes memory status should show: provider: hindsight, installed, available. CONNECT TO CODEX: npx hindsight-coding-agents install codex \ --self-hosted --server this installs lifecycle hooks: initialize memory on session start. recall context during work. retain the session when done. enable hooks in Codex: Settings → Hooks → trust all three. CONNECT TO CLAUDE CODE (same command): npx hindsight-coding-agents install all "all" connects every detected agent on your machine. Claude Code, Codex, Cursor, and others. one command. every agent shares the same bank. TAGS FOR FILTERING: every memory gets tagged by harness (Hermes, Codex, Claude Code) and optionally by project name. in the Hindsight control plane: filter by harness. see only Hermes memories. or only Codex memories. or search across everything. soft partitions inside one bank. not hard walls. cross-reference when you need to. ONE BANK OR MANY: one global bank: solo dev, related projects. all agents share everything. patterns emerge across projects. per-project banks: unrelated codebases. each project gets its own memory. no cross-contamination. your call. start with one. split when projects diverge. KNOWLEDGE PAGES (v0.9.0): Hindsight auto-generates living summaries from your accumulated memories. components, concepts, conventions, decisions. not static docs. projected from real agent conversations. auto-refresh as new memories land. WHAT TO KNOW: self-hosted via Docker. your data never leaves your machine. backup system built in (admin CLI + scheduled exports). works with any LLM (local Ollama, OpenAI, Codex subscription). memory defense: redact or block sensitive content automatically. 33,000+ memories accumulated in ~10 days of normal use.

YanXbt

29,658 views • 1 month ago

Information about tomorrow's launch of the #FM26 3d stadium megapack! First off, really freaking hyped for it, but it is also making me a bit nervous! Been a month in the making now and super cool to see it rolled out and well over beta, but for everyone is really different! Well, this post will contain info on how I roll it out tomorrow. Release time: So I have made the decision to launch the megapack at around 12:00 tomorrow Central European Time. Gives me a bit of time to get up, do final checks and that. Support: I will be streaming for the hours following on from that with the stream starting at about 11:30. I'll be there, probably making stadiums and providing support. I will also release a simultaneous video at 12:00 on my own YouTube channel. In that I will go over the process of installation, some customization you can have and how to do them, as well as chat about current challenges and planned features. Features: The pack features an initial 120 stadiums from (mostly) the top 5 European Leagues. Furthermore, there will be certain stadiums from South America in it for the first version. For more information, consult the google sheet in the follow up post below. It contains a custom made crowd system which has seen a significant performance boost causing nearly no stutters or lag, even on older hardware. The animations might look janky, but they will be worked on during post release support and updates. Bugs: Considering my level and skill in programming, it was only going to be natural that bugs would happen. I have not received any mention of either game breaking, save corrupting or other catastrophic errors. The bugs are relatively minor such as the position of the ball not always aligning or the referee and linesmen disappearing for some reason. Just like the animations of crowds, they will be ironed out over time. If you come across a bug, feel free to let me know, but do so respectfully please :D I also need to stress again, that it will not work on macbooks with apple silicon, and steam deck is still experimental. I will therefore not provide technical support for issues related to apple silicon. FAQ: Some frequently asked questions are: - Will it be free? Yes. 100%! If you see it somewhere and they're charging for it, step away, (kindly) report it to me and I will take the required actions if need be. My mods will always be free in its core, with you having the option to send a donation if you wish to do so! - Will it work on #FM24? No. Plain and simple this will not work in FM24 due to the difference in game engine. - Do I need to start a new save? Nope! Fully compatible with your saves as well as match history. So if you won the final of the UEFA Champions League in your home stadium, you can replay it with your ground ;) this is also the case for saves from FM23 and FM24. Lastly, this has been a mammoth effort, but could not have been done without the support from everyone who has been involved. In the google sheet from earlier there is a credits page and if I forgot to put anyone on there, let me know and we'll get it sorted because this has been a huge collaborative effort from so many people on the background and the talented #PES modders. Just insane!! You guys will all get a mention on here too in a follow up post. Thank you everyone 🫶

BassyBoy

64,461 views • 9 months ago

ChatGPT 5.5 is cooked. Claude Opus 4.7 is cooked. Every $420/mo SaaS AI just got an open-source assassin. Mind blown: an open-source desktop AI just hit #7 trending overnight, runs 100% on your laptop, ships with 100+ native integrations, and is quietly killing the entire ChatGPT-subscription era. Introducing OpenHuman by tinyhumansai -> your Personal AI super intelligence. Private. Simple. Powerful. Two weeks ago they quietly dropped it on GitHub. Today: 300+ stars, 100+ daily paying users, 1,129 commits, zero marketing budget. > What is OpenHuman? A native desktop agent (macOS, Windows, Linux) that lives on YOUR machine instead of feeding your data back to OpenAI. Download the app, sign in once, and the agent harness gives you 100+ native connectors out of the box: Gmail, Slack, Notion, GitHub, Reddit, Instagram, Calendar, Drive, Telegram, Discord, and dozens more. One click each. From that moment it builds an encrypted, on-device knowledge base of your entire digital life. No terminal. No Python envs. No API keys. No CLI. > What the agent actually does: Steven, the creator, just dropped a Loom showing real prompts: - "Send Mark a joke" -> drafts in your voice and ships it. - "List my top 5 emails today" -> surfaces what matters from a flooded inbox. - "Summarize that thread and email it to the team" -> done in 3 seconds. One prompt --> multiple connected tools --> end-to-end execution. No tab-switching. > What's actually inside: - Screen intelligence -> the agent SEES what's on your screen and feeds it into your local context. - Memory-aware keyboard autocomplete -> system-wide, in YOUR voice, trained on YOUR past replies. Gmail Smart Compose for your entire OS. - Local knowledge base -> every email, message, and note parsed, embedded, encrypted, on YOUR device. Day 30 it knows you better than your therapist. - 75% Rust core -> memory-safe, brutally fast, runs local AI directly on your machine. > The "but wait" moment: OpenClaw and Hermes Agent are excellent. But they live in the terminal. Virtualenvs. SKILL.md files. Shell debugging at 2am. OpenHuman doesn't ask any of that. Their README compares itself to "The Tet" from Oblivion -- that alien superintelligence Morgan Freeman calls "a brilliant machine". And tomorrow they're dropping the official OpenHuman mascot. Sneak peek already in Steven's Loom. The cloud-first AI decade is ending. OpenHuman is GPL-3, fully auditable, shipping a release every few days. Save this -- you just got the link to the thing replacing every SaaS AI on the market. -> Repo:

slash1s

71,250 views • 5 months ago

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!

Mike

102,223 views • 9 months ago

HERMES AGENT v0.17.0 JUST SHIPPED. "THE REACH RELEASE." 1,475 COMMITS. 800 PRs. 245 CONTRIBUTORS. HERMES NOW REACHES IMESSAGE, RAFT NETWORK, AND CURSOR'S COMPOSER MODEL. the highlights: Nous Research iMESSAGE WITHOUT A MAC RELAY Photon Spectrum integration ships native iMessage support. no Mac in a closet. no BlueBubbles bridge. hermes photon login → device code auth → done. Hermes lives in the blue bubbles now. ASYNC SUBAGENTS NO LONGER BLOCK YOUR CHAT delegate_task(background=true) dispatches a subagent that runs in the background. returns a handle immediately. you keep working. result re-enters as a new turn when it finishes. long research dives stop blocking your main session. IMAGE EDITING, NOT JUST GENERATION image_generate now edits source images. "make this logo blue." "remove the background." "turn this sketch into a render." works across every supported image provider. same tool, new mode. CURSOR'S COMPOSER MODEL VIA GROK OAUTH grok-composer-2.5-fast is in the xAI model picker. 200k context window. fast coding model behind Cursor. your Grok subscription. Hermes's agent loop. no separate API key needed. AUTOMATION BLUEPRINTS schedule tasks without learning cron syntax. "daily news briefing at 8am" becomes a form. one blueprint definition renders everywhere: dashboard form, CLI slash command, Telegram chat, docs catalog entry. answer questions, not memorize 0 8 * * *. FULL PROFILE BUILDER IN DASHBOARD build a complete Hermes profile from the browser. pick model. choose skills. attach MCPs. no config.yaml editing. plus unified multi-profile view with global switcher. SKILLS HUB BROWSER REHAUL connected hubs (OpenAI, Anthropic, HuggingFace, NVIDIA). Featured section. full skill previews before install. security scan on each skill. browsing skills is a real browsing experience now. ATOMIC MEMORY OPERATIONS memory tool gained an operations array. batch add/replace/remove edits applied atomically. the model can free space and add entries in ONE call even when individual adds would overflow the budget. memory updates no longer fail mid-edit. CURATOR STOPPED SPENDING TOKENS BY DEFAULT deterministic skill pruning still runs free. LLM-powered consolidation now opt-in only: curator.consolidate: true to enable. routine background curation costs you zero tokens. WHATSAPP BUSINESS CLOUD API official Meta adapter alongside existing Baileys bridge. no QR-scanning bridge process to keep alive. hosted, first-party WhatsApp channel. TELEGRAM RICH MESSAGES (BOT API 10.1) proper rich formatting. cleaner long-message handling. native markup instead of flattened text. on by default. opt-out available. DESKTOP APP IS NOW A DAILY DRIVER rebindable keyboard shortcuts. native OS notifications. live subagent watch-windows streaming activity. composer model selector with per-model presets. automatic RTL/bidi text. resizable VS Code terminal pane. per-thread composer drafts. install ANY VS Code Marketplace theme. RAFT AGENT NETWORK new bundled adapter connects Hermes to raft. build as an external agent. wake-channel bridge. privacy by contract: wake payloads carry metadata only, never message bodies. SECURE DASHBOARD LOGIN every token-required endpoint returns 401 behind OAuth gate. websocket auth uses served dashboard token. public_url override warnings. exposing your dashboard to the network is safer by default. upgrade: hermes update 300+ issues closed. security round included. hermes-agent ecosystem now at 198K GitHub stars.

YanXbt

35,261 views • 3 months ago