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These IPOs Aren’t About Markets They’re About National Security Architecture This looks like a standard tech and markets story. Big IPOs. Trillion dollar valuations. SpaceX, OpenAI, Anthropic. Maybe even a mega merger tying SpaceX to Tesla and xAI. The easy takeaway is familiar..visionary founders, breakthrough products, capital finally catching... up to innovation. That framing is comfortable. It’s also incomplete. What’s Actually Being Priced These companies aren’t being valued just for products or future cash flows. They’re being valued because they now sit close to the core of U.S. national security architecture. Launch capacity. Global communications. AI systems feeding into defense, intelligence, and government workflows. Infrastructure the state increasingly depends on, rather than merely contracts with. When markets put trillion dollar numbers on these platforms, they’re not just betting on growth. They’re betting on how deeply embedded these systems have become inside the machinery of American power and how hard they would be to replace. Power Is Being Rerouted This isn’t about the state giving up authority. It’s about how power is exercised when trust in institutions erodes and bureaucracy can’t move at the speed of competition. In the old model, power flowed through public institutions and legacy defense contractors, governed by long timelines and rigid process. In the current model, speed matters more than formality. Adaptability matters more than ownership. So the state reroutes. It embeds sovereign functions..launch, communications, data processing, AI driven analysis inside private platforms that already move fast, scale globally, and can be adjusted without public friction. That shift isn’t ideological. It’s structural. Why Musk Sits At The Center This isn’t just about one entrepreneur. Amazon has cloud. Microsoft runs enterprise software. Palantir handles data. The pattern is widespread. What makes Musk different is concentration. SpaceX isn’t just a launch provider; it’s increasingly how the U.S. gets to orbit at scale. Starlink and Starshield aren’t just connectivity; they form a global communications layer that shows up in real conflicts. And if xAI becomes embedded in defense or intelligence workflows, that adds a decision making layer on top. Stack those together and you’re not looking at products. You’re looking at a privately controlled system touching launch, comms, sensing, and AI..the core inputs of modern state power. That didn’t happen because of hype. It happened because the system needed it. The Dependency Markets Don’t Talk About Once national security operations are built around a platform, exit stops being realistic. Reliance becomes contracts. Contracts become scale. Scale makes alternatives impractical. Markets call that a moat. From a state perspective, it’s dependence. Why DOGE Fits The Picture DOGE is often dismissed as a failed reform experiment. But it revealed something important..trying to impose private sector speed directly onto government, loudly and visibly, triggers immediate resistance. What survived wasn’t the department. It was the method. Efficiency and automation didn’t disappear; they diffused through software, vendors, procurement choices, and external platforms that reshape how the state functions without ever declaring a takeover. That same logic applies here. Power isn’t being handed away. It’s being embedded..quietly and deniably where it can move faster. My View This is a signal that U.S. power in the 21st century is being reorganized around privately owned platforms because the old institutional model can’t keep up. Capital markets aren’t just funding companies. They’re financing infrastructure that now sits inside how American state power actually works. The real question is whether people recognize now that they’re watching the the public listing of the next layer of U.S. national security infrastructure.show more

EndGame Macro

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There is a new extremely viral theory going around that many of the data centers being built in America aren’t really data centers They’re actually modern day panopticon. A digital surveillance state Even Tucker Carlson thinks this is the case and brings it up with Kevin O'Leary There are some real reasons to question what we’re being told, one of the reasons is the size and scale Think about this China’s largest reported single data center campus is only about 200 football fields in size Compare that to the US where a single data center is being planned at 33,000 football fields. Not to mention there are tons of them that are massive being planned and built It really doesn’t make sense when you compare the population of China being bigger than the US This is a conspiracy, but it’s something to think about because we know America has been moving towards a surveillance state, that’s every real Keep paying attention and questioning things

There is a new extremely viral theory going around that many of the data centers being built in America aren’t really data centers They’re actually modern day panopticon. A digital surveillance state Even Tucker Carlson thinks this is the case and brings it up with Kevin O'Leary There are some real reasons to question what we’re being told, one of the reasons is the size and scale Think about this China’s largest reported single data center campus is only about 200 football fields in size Compare that to the US where a single data center is being planned at 33,000 football fields. Not to mention there are tons of them that are massive being planned and built It really doesn’t make sense when you compare the population of China being bigger than the US This is a conspiracy, but it’s something to think about because we know America has been moving towards a surveillance state, that’s every real Keep paying attention and questioning things

Wall Street Apes

178,337 Aufrufe • vor 2 Monaten

Jonathan Ross just revealed why AI companies aren’t growing faster. Not demand. Not competition. Physics. Ross: “The demand for compute is insatiable.” There isn’t enough compute in the world. Not a temporary shortage. A fundamental gap between what the market wants and what the infrastructure can deliver. Ross: “Right now, one of the biggest complaints of Anthropic is the rate limits. People can’t get enough tokens.” Rate limits aren’t product decisions. They’re rationing. Companies forced to regulate access because infrastructure cannot meet demand. Slower services. Token caps. The only things standing between these companies and a revenue surge they can’t access. Every token cap is a revenue cap. Every slowdown is a sale that didn’t happen. Ross: “If Anthropic was given twice the inference compute, within one month their revenue would almost double.” Read that again. Double the compute. Double the revenue. Within thirty days. That’s not a growth projection. That’s a measurement of how deep the backlog already is. The demand exists right now. It’s sitting in a queue. The only thing between these companies and that revenue is physical hardware they don’t have. This breaks every assumption about how tech companies scale. Usually you scale by finding customers. AI companies have infinite customers. They scale by finding hardware. The constraint isn’t market fit. It isn’t distribution. It isn’t competition. It’s processing power. This is why Jensen Huang is the most important person in the world right now. NVIDIA doesn’t just make chips. It makes the thing every government, every AI lab, and every company racing for this future needs more of and can’t get enough of. The compute bottleneck isn’t a tech industry problem. It’s a civilizational one. The winner of this era isn’t determined by who builds the smartest model. Every major lab has a frontier model. The winner is whoever secures the most compute fastest while everyone else rations what’s left. The race isn’t for intelligence. It’s for infrastructure. And right now there isn’t enough to go around.

Jonathan Ross just revealed why AI companies aren’t growing faster. Not demand. Not competition. Physics. Ross: “The demand for compute is insatiable.” There isn’t enough compute in the world. Not a temporary shortage. A fundamental gap between what the market wants and what the infrastructure can deliver. Ross: “Right now, one of the biggest complaints of Anthropic is the rate limits. People can’t get enough tokens.” Rate limits aren’t product decisions. They’re rationing. Companies forced to regulate access because infrastructure cannot meet demand. Slower services. Token caps. The only things standing between these companies and a revenue surge they can’t access. Every token cap is a revenue cap. Every slowdown is a sale that didn’t happen. Ross: “If Anthropic was given twice the inference compute, within one month their revenue would almost double.” Read that again. Double the compute. Double the revenue. Within thirty days. That’s not a growth projection. That’s a measurement of how deep the backlog already is. The demand exists right now. It’s sitting in a queue. The only thing between these companies and that revenue is physical hardware they don’t have. This breaks every assumption about how tech companies scale. Usually you scale by finding customers. AI companies have infinite customers. They scale by finding hardware. The constraint isn’t market fit. It isn’t distribution. It isn’t competition. It’s processing power. This is why Jensen Huang is the most important person in the world right now. NVIDIA doesn’t just make chips. It makes the thing every government, every AI lab, and every company racing for this future needs more of and can’t get enough of. The compute bottleneck isn’t a tech industry problem. It’s a civilizational one. The winner of this era isn’t determined by who builds the smartest model. Every major lab has a frontier model. The winner is whoever secures the most compute fastest while everyone else rations what’s left. The race isn’t for intelligence. It’s for infrastructure. And right now there isn’t enough to go around.

Dustin

28,395 Aufrufe • vor 5 Monaten

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

Karl Mehta

14,976 Aufrufe • vor 22 Tagen

Yoshua Bengio just warned that AI is creating a new colonialism. Most countries won’t realize they’re the colony until it’s already permanent. Bengio: “If you’re not at the table, you’re on the menu.” The godfather of AI, a Turing Award winner, standing at a global summit and warning that the default trajectory of this technology is not shared prosperity. It’s extraction. Bengio: “AI is going to be transforming our world very clearly. It’s going to have global effects.” Power relationships are already shifting. Wealth is already concentrating. The countries building the models, owning the chips, and writing the governance frameworks are not the countries that will bear the worst consequences if it goes wrong. That asymmetry is the problem Bengio is trying to name. Bengio: “We need to work in a multidisciplinary way so that we can foresee those effects.” He’s personally very concerned that without proactive global governance, the gap between dominant AI powers and developing nations widens into something that looks less like technological progress and more like a second colonial era. Not soldiers and trade routes this time. Models and infrastructure and data dependencies that developing nations didn’t build and can’t control. The Global South isn’t being invited to shape the systems that will reshape their economies, their labor markets, their governments. They’re being handed the output and told to adapt. That’s not partnership. That’s the menu. Bengio’s answer is structural. Researchers, policymakers, and leaders from developing nations involved before the architecture hardens. Not consulted after. The window for that is open now. It closes when the systems are deployed at scale and the power relationships they encode become too entrenched to renegotiate. Countries with AI infrastructure write the rules. Countries without follow or disappear. “Everyone at the table” assumes there’s a table. There isn’t. There’s deployment happening right now by entities that don’t need permission or consensus. By the time the governance discussion happens, the systems are operational and the power concentration is accomplished fact. International cooperation through the UN assumes the UN has leverage over nations and companies racing to deploy. It doesn’t. Never did. Definitely doesn’t now when first-mover advantage means everything. The Global South isn’t being offered a seat at the table. They’re being offered advisory roles in systems designed without them, deployed without them, controlled without them. And calling that cooperation while it happens. The most powerful technology ever built is being governed by the people who built it for the benefit of the people who can afford it. Bengio is asking whether that’s the world we’re choosing. Or just the one we’re defaulting into because nobody stopped to ask the question.

Yoshua Bengio just warned that AI is creating a new colonialism. Most countries won’t realize they’re the colony until it’s already permanent. Bengio: “If you’re not at the table, you’re on the menu.” The godfather of AI, a Turing Award winner, standing at a global summit and warning that the default trajectory of this technology is not shared prosperity. It’s extraction. Bengio: “AI is going to be transforming our world very clearly. It’s going to have global effects.” Power relationships are already shifting. Wealth is already concentrating. The countries building the models, owning the chips, and writing the governance frameworks are not the countries that will bear the worst consequences if it goes wrong. That asymmetry is the problem Bengio is trying to name. Bengio: “We need to work in a multidisciplinary way so that we can foresee those effects.” He’s personally very concerned that without proactive global governance, the gap between dominant AI powers and developing nations widens into something that looks less like technological progress and more like a second colonial era. Not soldiers and trade routes this time. Models and infrastructure and data dependencies that developing nations didn’t build and can’t control. The Global South isn’t being invited to shape the systems that will reshape their economies, their labor markets, their governments. They’re being handed the output and told to adapt. That’s not partnership. That’s the menu. Bengio’s answer is structural. Researchers, policymakers, and leaders from developing nations involved before the architecture hardens. Not consulted after. The window for that is open now. It closes when the systems are deployed at scale and the power relationships they encode become too entrenched to renegotiate. Countries with AI infrastructure write the rules. Countries without follow or disappear. “Everyone at the table” assumes there’s a table. There isn’t. There’s deployment happening right now by entities that don’t need permission or consensus. By the time the governance discussion happens, the systems are operational and the power concentration is accomplished fact. International cooperation through the UN assumes the UN has leverage over nations and companies racing to deploy. It doesn’t. Never did. Definitely doesn’t now when first-mover advantage means everything. The Global South isn’t being offered a seat at the table. They’re being offered advisory roles in systems designed without them, deployed without them, controlled without them. And calling that cooperation while it happens. The most powerful technology ever built is being governed by the people who built it for the benefit of the people who can afford it. Bengio is asking whether that’s the world we’re choosing. Or just the one we’re defaulting into because nobody stopped to ask the question.

Dustin

33,840 Aufrufe • vor 5 Monaten

FRANKLIN TEMPLETON JUST CONNECTED AI AND CRYPTO IN A WAY THAT ACTUALLY MAKES SENSE This wasn’t some hype take. Franklin Templeton is an 80-year-old asset manager with around $1.5T under management, and they were very matter-of-fact about it. Their view is that crypto ends up being the economic layer for AI agents. If software is going to make decisions, move money, and operate nonstop, it needs rails that are always on. Legacy finance just isn’t built for that. They manage money for clients in over 150 countries. Markets don’t sleep anymore. Advice, execution, and settlement can’t either. That’s why they see crypto as infrastructure, not just an asset class. What stood out is how little this sounded like a “narrative.” They weren’t pitching AI tokens but they were talking about how their business actually works in a 24/7 world. When firms this old and this big start talking this way, it’s usually because the tech is no longer optional. It’s just the most practical solution. 💯

FRANKLIN TEMPLETON JUST CONNECTED AI AND CRYPTO IN A WAY THAT ACTUALLY MAKES SENSE This wasn’t some hype take. Franklin Templeton is an 80-year-old asset manager with around $1.5T under management, and they were very matter-of-fact about it. Their view is that crypto ends up being the economic layer for AI agents. If software is going to make decisions, move money, and operate nonstop, it needs rails that are always on. Legacy finance just isn’t built for that. They manage money for clients in over 150 countries. Markets don’t sleep anymore. Advice, execution, and settlement can’t either. That’s why they see crypto as infrastructure, not just an asset class. What stood out is how little this sounded like a “narrative.” They weren’t pitching AI tokens but they were talking about how their business actually works in a 24/7 world. When firms this old and this big start talking this way, it’s usually because the tech is no longer optional. It’s just the most practical solution. 💯

CryptosRus

129,176 Aufrufe • vor 7 Monaten

ELON: WHY X IS WHERE POWER ACTUALLY LISTENS X isn’t optimized for influencers chasing trends, it’s optimized for reaching the people who actually make decisions. Elon says the platform’s real advantage is density, not scale, as it currently has the highest concentration of power, capital, and ideas in one place. This is where CEOs, investors, policymakers, founders, and thinkers actually read, post, and respond directly. That’s why one post on X can outperform a million views elsewhere if the right people see it. When the world's top thinkers and leaders are more accessible through X than through traditional media, that tells you everything. Because influence isn’t about popularity, it’s about proximity to power. And right now, proximity lives on X. “If you want to get in front of senior decision-makers and the people shaping the world, [X] is where they are. Not trend-chasing influencers, but the people who run companies, shape policy, write ideas, and move markets The people with real authority and impact. While X may be smaller than other social platforms in total users, it concentrates the highest density of influence.” Source: X Freeze, Elon Musk

ELON: WHY X IS WHERE POWER ACTUALLY LISTENS X isn’t optimized for influencers chasing trends, it’s optimized for reaching the people who actually make decisions. Elon says the platform’s real advantage is density, not scale, as it currently has the highest concentration of power, capital, and ideas in one place. This is where CEOs, investors, policymakers, founders, and thinkers actually read, post, and respond directly. That’s why one post on X can outperform a million views elsewhere if the right people see it. When the world's top thinkers and leaders are more accessible through X than through traditional media, that tells you everything. Because influence isn’t about popularity, it’s about proximity to power. And right now, proximity lives on X. “If you want to get in front of senior decision-makers and the people shaping the world, [X] is where they are. Not trend-chasing influencers, but the people who run companies, shape policy, write ideas, and move markets The people with real authority and impact. While X may be smaller than other social platforms in total users, it concentrates the highest density of influence.” Source: X Freeze, Elon Musk

Mario Nawfal

42,804 Aufrufe • vor 7 Monaten

For two hundred thousand years, intelligence has been the rarest resource on earth. Locked inside individual human minds. Non‑scalable. Scarce. Every advance in civilization — every leap in science, art, industry, and statecraft — flowed from that scarcity. Artificial intelligence breaks that pattern. It makes intelligence abundant. It makes it cheap. It makes it scale. This is not just another wave of automation or software. It is the industrialization of intelligence itself. When intelligence becomes a utility, it stops being a tool that sits on top of society and starts becoming the foundation of society. It is a transformation as profound as the harnessing of electricity — but on a higher plane. Electricity powered machines. Industrial intelligence powers knowledge. And knowledge shapes everything. This shift will reorder the very structures that underpin nations. The two pillars that define sovereignty — economic strength and security — are being rebuilt on a substrate of machine intelligence. Nations that master this new utility will not simply gain efficiency. They will redefine what prosperity, power, and freedom mean in the 21st century. For me, this is the central story of our time. It is not about the latest app. It is not about hype cycles. It is about the first time in history that intelligence itself — the raw material of progress — has become infinite and industrial. The question is not whether it will transform society. It already is. The question is who will shape that transformation.

For two hundred thousand years, intelligence has been the rarest resource on earth. Locked inside individual human minds. Non‑scalable. Scarce. Every advance in civilization — every leap in science, art, industry, and statecraft — flowed from that scarcity. Artificial intelligence breaks that pattern. It makes intelligence abundant. It makes it cheap. It makes it scale. This is not just another wave of automation or software. It is the industrialization of intelligence itself. When intelligence becomes a utility, it stops being a tool that sits on top of society and starts becoming the foundation of society. It is a transformation as profound as the harnessing of electricity — but on a higher plane. Electricity powered machines. Industrial intelligence powers knowledge. And knowledge shapes everything. This shift will reorder the very structures that underpin nations. The two pillars that define sovereignty — economic strength and security — are being rebuilt on a substrate of machine intelligence. Nations that master this new utility will not simply gain efficiency. They will redefine what prosperity, power, and freedom mean in the 21st century. For me, this is the central story of our time. It is not about the latest app. It is not about hype cycles. It is about the first time in history that intelligence itself — the raw material of progress — has become infinite and industrial. The question is not whether it will transform society. It already is. The question is who will shape that transformation.

Nina Schick

125,274 Aufrufe • vor 6 Monaten

THIS IS A $100 TRILLION MOMENT FOR CRYPTO DTCC sits at the center of U.S. capital markets and custodies ~$100T in assets. It just began moving real assets onto blockchain rails -- with Canton Network as the first network, not the only one. They’re starting with U.S. Treasuries, the most important collateral in the world. Assets that still take days to move can now move in real time, 24/7. This isn’t experimental, Canton already processes ~10% of the U.S. repo market, moving $400B+ per day. The signal here is scale. When the plumbing of global finance starts testing crypto rails, the question isn’t if tokenization works. It’s which rails win next -- and who follows. 👀

THIS IS A $100 TRILLION MOMENT FOR CRYPTO DTCC sits at the center of U.S. capital markets and custodies ~$100T in assets. It just began moving real assets onto blockchain rails -- with Canton Network as the first network, not the only one. They’re starting with U.S. Treasuries, the most important collateral in the world. Assets that still take days to move can now move in real time, 24/7. This isn’t experimental, Canton already processes ~10% of the U.S. repo market, moving $400B+ per day. The signal here is scale. When the plumbing of global finance starts testing crypto rails, the question isn’t if tokenization works. It’s which rails win next -- and who follows. 👀

CryptosRus

98,974 Aufrufe • vor 7 Monaten

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

203,575 Aufrufe • vor 5 Monaten

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."

Molly O’Shea

30,317 Aufrufe • vor 6 Monaten

Dario Amodei just dismantled the biggest myth in the AI industry. Open source AI isn’t free. It never was. Amodei: “It’s not free. You have to run it on inference and someone has to make it fast on inference.” For decades, open source meant something real. It meant a teenager in a basement could download the same tools as a Fortune 500 company. Could read the code. Could modify it. Could build something that competed with the giants. That was genuine democratization. That actually happened. AI is different. Fundamentally. Physically. In ways the ideology hasn’t caught up to yet. Downloading the weights is the easy part. The part that actually costs something is turning the weights into a running system. Into responses. Into intelligence operating in real time at scale. That requires compute. Power. Infrastructure. The kind measured in billions of dollars and years of construction. Amodei: “These are big models. They’re hard to do inference on. Ultimately you have to host it on the cloud. The people who host it on the cloud do inference.” The open source debate was never about who owns the model. It was always about who owns the cloud. And Amodei goes further. When a competitor drops a new open model, he doesn’t ask whether it’s open or closed. He doesn’t care about the licensing. He doesn’t engage the ideology. Amodei: “I don’t think it mattered that DeepSeek is open source. I think I ask, is it a good model? Is it better than us at the things that matter? That’s the only thing that I care about.” That’s the ruthless clarity of someone actually trying to win. While the media debates licensing frameworks, Amodei is asking one question. Is it better. Everything else is a distraction. Amodei: “I don’t think open source works the same way in AI that it has worked in other areas. Here we can’t see inside the model.” This isn’t Linux. You can’t read it. You can’t fork it. You can’t understand it the way generations of developers understood the tools they inherited. You can download it. And then you need a data center to run it. The teenager in the basement who was supposed to be empowered by this revolution needs a billion dollars of infrastructure before the empowerment starts. The era of the basement coder rewriting civilization on a laptop is over. The future belongs to whoever commands the compute, owns the power grid, and can actually turn the intelligence on. Open weights without infrastructure isn’t democratization. It’s a promise the physics of the universe won’t let us keep.

Dario Amodei just dismantled the biggest myth in the AI industry. Open source AI isn’t free. It never was. Amodei: “It’s not free. You have to run it on inference and someone has to make it fast on inference.” For decades, open source meant something real. It meant a teenager in a basement could download the same tools as a Fortune 500 company. Could read the code. Could modify it. Could build something that competed with the giants. That was genuine democratization. That actually happened. AI is different. Fundamentally. Physically. In ways the ideology hasn’t caught up to yet. Downloading the weights is the easy part. The part that actually costs something is turning the weights into a running system. Into responses. Into intelligence operating in real time at scale. That requires compute. Power. Infrastructure. The kind measured in billions of dollars and years of construction. Amodei: “These are big models. They’re hard to do inference on. Ultimately you have to host it on the cloud. The people who host it on the cloud do inference.” The open source debate was never about who owns the model. It was always about who owns the cloud. And Amodei goes further. When a competitor drops a new open model, he doesn’t ask whether it’s open or closed. He doesn’t care about the licensing. He doesn’t engage the ideology. Amodei: “I don’t think it mattered that DeepSeek is open source. I think I ask, is it a good model? Is it better than us at the things that matter? That’s the only thing that I care about.” That’s the ruthless clarity of someone actually trying to win. While the media debates licensing frameworks, Amodei is asking one question. Is it better. Everything else is a distraction. Amodei: “I don’t think open source works the same way in AI that it has worked in other areas. Here we can’t see inside the model.” This isn’t Linux. You can’t read it. You can’t fork it. You can’t understand it the way generations of developers understood the tools they inherited. You can download it. And then you need a data center to run it. The teenager in the basement who was supposed to be empowered by this revolution needs a billion dollars of infrastructure before the empowerment starts. The era of the basement coder rewriting civilization on a laptop is over. The future belongs to whoever commands the compute, owns the power grid, and can actually turn the intelligence on. Open weights without infrastructure isn’t democratization. It’s a promise the physics of the universe won’t let us keep.

Dustin

686,754 Aufrufe • vor 4 Monaten

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

Molly O’Shea

197,995 Aufrufe • vor 5 Monaten

🚨 PALANTIR JUST CALLED FOR MANDATORY MILITARY SERVICE FOR EVERY AMERICAN — THIS IS HOW THEY TAKE CONTROL Palantir, a surveillance company wired into U.S. intelligence and sitting on $2B+ in government contracts, just published a 22-point manifesto. And one line hits like a warning: “National service should be a universal duty.” Not optional. Not volunteer. Mandatory. Everyone. But that’s just the surface. Because when you read all 22 points together, it stops sounding like ideas and starts sounding like a system: • Silicon Valley “owes a moral debt” — tech must serve the state • Calls consumer tech a distraction — “the tyranny of apps” • Says free platforms and soft power have failed • Pushes hard power built on software • Admits AI weapons are inevitable — and someone will control them • Frames surveillance infrastructure as national defense • Suggests ending the volunteer-only military • Says society must share the cost and risk of war • “If a Marine asks for a better rifle… we should build it.” • Calls out division, politics, and loss of national direction A surveillance company. Building data systems. Powering intelligence networks. Is now talking about: Who serves Who fights How wars are run And how society is structured At the same time AI weapons are accelerating At the same time global tensions are rising At the same time data systems are scaling faster than ever That’s not random. That’s alignment. Because if the same entity that tracks behavior… builds the infrastructure… and influences the ideology… Then opting out isn’t really an option anymore. And people are starting to ask the question: Is this a warning… or the blueprint for a system nobody voted on?

🚨 PALANTIR JUST CALLED FOR MANDATORY MILITARY SERVICE FOR EVERY AMERICAN — THIS IS HOW THEY TAKE CONTROL Palantir, a surveillance company wired into U.S. intelligence and sitting on $2B+ in government contracts, just published a 22-point manifesto. And one line hits like a warning: “National service should be a universal duty.” Not optional. Not volunteer. Mandatory. Everyone. But that’s just the surface. Because when you read all 22 points together, it stops sounding like ideas and starts sounding like a system: • Silicon Valley “owes a moral debt” — tech must serve the state • Calls consumer tech a distraction — “the tyranny of apps” • Says free platforms and soft power have failed • Pushes hard power built on software • Admits AI weapons are inevitable — and someone will control them • Frames surveillance infrastructure as national defense • Suggests ending the volunteer-only military • Says society must share the cost and risk of war • “If a Marine asks for a better rifle… we should build it.” • Calls out division, politics, and loss of national direction A surveillance company. Building data systems. Powering intelligence networks. Is now talking about: Who serves Who fights How wars are run And how society is structured At the same time AI weapons are accelerating At the same time global tensions are rising At the same time data systems are scaling faster than ever That’s not random. That’s alignment. Because if the same entity that tracks behavior… builds the infrastructure… and influences the ideology… Then opting out isn’t really an option anymore. And people are starting to ask the question: Is this a warning… or the blueprint for a system nobody voted on?

HustleBitch

38,159 Aufrufe • vor 3 Monaten

JOHN SOLOMON: Tonight's the opening salvo. It's the beginning of a longer exfiltration of the information in the intelligence community. But what's important about tonight is to understand actionable intelligence, things that actually affected our security of our elections were not being told to the President. They were not being told to Congress. Policy makers couldn't make a decision because bureaucrats decided they were more important than a President or a congressman. I'm very concerned about that ethos because if it does it in elections, what about a foreign power, a war? What if someone doesn't wanna tell the President about something else? There's a cultural stain in the intelligence community that this data shows, that we're gonna have to go back and look at other issues and see if this was a pattern in other forms of intelligence. Just the News

JOHN SOLOMON: Tonight's the opening salvo. It's the beginning of a longer exfiltration of the information in the intelligence community. But what's important about tonight is to understand actionable intelligence, things that actually affected our security of our elections were not being told to the President. They were not being told to Congress. Policy makers couldn't make a decision because bureaucrats decided they were more important than a President or a congressman. I'm very concerned about that ethos because if it does it in elections, what about a foreign power, a war? What if someone doesn't wanna tell the President about something else? There's a cultural stain in the intelligence community that this data shows, that we're gonna have to go back and look at other issues and see if this was a pattern in other forms of intelligence. Just the News

Bannon’s WarRoom

68,783 Aufrufe • vor 11 Tagen

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,140 Aufrufe • vor 1 Monat

I’m currently watching Raoul Pal's latest RV podcast on crypto in 2026, and the summary is 2026 is the year of AI He said "Barry Silbert is going to be right, and $TAO is gonna go up" I found it quite funny that most of the things and features they were talking about already exists on Bittensor They highlighted > data marketplaces > owning your data and selling it to models > AI integrated into trading, analytics, and decision-making > Claude-like models being plugged directly into products And said they haven’t really seen this done properly on a blockchain level yet That's the thing alot of people are missing Because the blockchain that’s already decentralizing intelligence and incentivizing it is Bittensor What they’re describing for 2026 already exists on TAO The only problem is how to go bigger and drive adoption > decentralized data and intelligence markets > open competition between models > real incentives for performance > AI systems that can plug into finance, research, prediction, and analytics Even the “Claude integration” they talked about? We already see dope models being used inside subnets, competing, evaluated, and rewarded openly. This is why the Bitcoin 2012 comparison keeps coming up Small builder community High signal Hard to understand No clear valuation framework yet But the difference this time is that the asset isn’t money It’s intelligence $TAO is still under $300, way cheaper than $ZEC right now Not holding TAO long term, while the world is clearly moving toward AI-native economies, is a dumb mistake at The question isn’t if intelligence becomes decentralized It’s who owns the rails when it does So far, only one network is actually building that Bittensor ($TAO)

I’m currently watching Raoul Pal's latest RV podcast on crypto in 2026, and the summary is 2026 is the year of AI He said "Barry Silbert is going to be right, and $TAO is gonna go up" I found it quite funny that most of the things and features they were talking about already exists on Bittensor They highlighted > data marketplaces > owning your data and selling it to models > AI integrated into trading, analytics, and decision-making > Claude-like models being plugged directly into products And said they haven’t really seen this done properly on a blockchain level yet That's the thing alot of people are missing Because the blockchain that’s already decentralizing intelligence and incentivizing it is Bittensor What they’re describing for 2026 already exists on TAO The only problem is how to go bigger and drive adoption > decentralized data and intelligence markets > open competition between models > real incentives for performance > AI systems that can plug into finance, research, prediction, and analytics Even the “Claude integration” they talked about? We already see dope models being used inside subnets, competing, evaluated, and rewarded openly. This is why the Bitcoin 2012 comparison keeps coming up Small builder community High signal Hard to understand No clear valuation framework yet But the difference this time is that the asset isn’t money It’s intelligence $TAO is still under $300, way cheaper than $ZEC right now Not holding TAO long term, while the world is clearly moving toward AI-native economies, is a dumb mistake at The question isn’t if intelligence becomes decentralized It’s who owns the rails when it does So far, only one network is actually building that Bittensor ($TAO)

Angry Davee

10,613 Aufrufe • vor 6 Monaten

At this point the Nigerian army needs to be called to order by the authorities because what they are doing in oghede community here in edo state is abuse of power,oppression and byllying how do you just go into a community and start destroying properties with claims that you want to expand your barracks therefore the community around the barracks belongs to the army not just the community around and also community miles away,let’s even assume that the nigerian army is within their rights is there not supposed to be a procedure like issuing notice to settlers and going through the state government,that fact that they have the power doesn’t mean they should abuse it,to the executive governor of edo state comr Monday okpebholo your people are crying please do something and I am also calling on the chief of army staff and the chief of defense staff to do something about this matter

At this point the Nigerian army needs to be called to order by the authorities because what they are doing in oghede community here in edo state is abuse of power,oppression and byllying how do you just go into a community and start destroying properties with claims that you want to expand your barracks therefore the community around the barracks belongs to the army not just the community around and also community miles away,let’s even assume that the nigerian army is within their rights is there not supposed to be a procedure like issuing notice to settlers and going through the state government,that fact that they have the power doesn’t mean they should abuse it,to the executive governor of edo state comr Monday okpebholo your people are crying please do something and I am also calling on the chief of army staff and the chief of defense staff to do something about this matter

RAZOR BLADE

20,086 Aufrufe • vor 1 Jahr

If you’re watching gold right now, you need more than just price. That’s exactly why GoldFish’s newsletter matters. It breaks down: → Gold market movements → Institutional accumulation trends → The on-chain shift (incl. $GFIN) → Where the gold market is heading No noise. No hype. Just the insights that actually matter. Because here’s the reality: Gold isn’t just “doing well.” It’s in a full macro shift. Central banks are accumulating. Institutions are increasing exposure. And gold is quietly becoming one of the most important assets to watch again. But most people miss it. They focus on price… and ignore the why behind the move. Personally, I’m watching: • Who’s buying (and how much) • What macro forces are driving demand • Where liquidity is flowing • And how on-chain gold like $GGBR fits into this shift Because this is where it gets interesting: Gold’s macro momentum is now meeting on-chain access. Through $GGBR, gold isn’t just something you track, it’s something you can actually use and position into. In a market like this, being early > being reactive. Stay ahead of the move →

If you’re watching gold right now, you need more than just price. That’s exactly why GoldFish’s newsletter matters. It breaks down: → Gold market movements → Institutional accumulation trends → The on-chain shift (incl. $GFIN) → Where the gold market is heading No noise. No hype. Just the insights that actually matter. Because here’s the reality: Gold isn’t just “doing well.” It’s in a full macro shift. Central banks are accumulating. Institutions are increasing exposure. And gold is quietly becoming one of the most important assets to watch again. But most people miss it. They focus on price… and ignore the why behind the move. Personally, I’m watching: • Who’s buying (and how much) • What macro forces are driving demand • Where liquidity is flowing • And how on-chain gold like $GGBR fits into this shift Because this is where it gets interesting: Gold’s macro momentum is now meeting on-chain access. Through $GGBR, gold isn’t just something you track, it’s something you can actually use and position into. In a market like this, being early > being reactive. Stay ahead of the move →

PACE

10,272 Aufrufe • vor 19 Tagen

NEW - David Sacks Exposes Real Reason Swamp Dems Are Hysterical About Musk’s DOGE Cuts | “Then it hit me, they actually have come to believe that this taxpayer money is theirs and by returning it to the Treasury, Elon is stealing from them.” David Sacks just nailed the swamp’s meltdown over Elon Musk and DOGE, arguing they’re raging because they see taxpayer cash as their personal piggy bank—not the American voter’s. David Sacks laid it all out: “I was at the State of the Union and I was up in the balcony. I was looking down at the Democrats holding up these silly little signs and the sign that I saw the most was one that said ‘Musk steals’.” “I really thought about that, which is, you know, how is Elon stealing? He’s returning money to the Treasury.” “And then it hit me, they actually have come to believe that this taxpayer money is theirs and by returning it to the Treasury, Elon is stealing from them.” “That’s my best explanation of why they’re in such hysterical state about this.” “But of course, Elon isn’t stealing anything. He is making sure that the federal government is taking good care of our money and that we’re not wasting it, it’s not going to corruption or fraud, and I think that just has the swamp in an absolute tizzy because he, along with the president——they are draining the swamp.”

NEW - David Sacks Exposes Real Reason Swamp Dems Are Hysterical About Musk’s DOGE Cuts | “Then it hit me, they actually have come to believe that this taxpayer money is theirs and by returning it to the Treasury, Elon is stealing from them.” David Sacks just nailed the swamp’s meltdown over Elon Musk and DOGE, arguing they’re raging because they see taxpayer cash as their personal piggy bank—not the American voter’s. David Sacks laid it all out: “I was at the State of the Union and I was up in the balcony. I was looking down at the Democrats holding up these silly little signs and the sign that I saw the most was one that said ‘Musk steals’.” “I really thought about that, which is, you know, how is Elon stealing? He’s returning money to the Treasury.” “And then it hit me, they actually have come to believe that this taxpayer money is theirs and by returning it to the Treasury, Elon is stealing from them.” “That’s my best explanation of why they’re in such hysterical state about this.” “But of course, Elon isn’t stealing anything. He is making sure that the federal government is taking good care of our money and that we’re not wasting it, it’s not going to corruption or fraud, and I think that just has the swamp in an absolute tizzy because he, along with the president——they are draining the swamp.”

Overton

18,723,499 Aufrufe • vor 1 Jahr