Local Authentication Beats E‑Bay’s Opaque Third‑Party Service
This is super interesting. I sold some old designer stuff on EBay this year and was surprised by how liquid and well bid it was. But also that eBay was now providing a third party authentication service. This definitely added trust to the process but still felt opaque and risky due to the postal element. Being able to pop in with the item at a local retailer to Authenticate it makes so much sense. On the flip side, consider the process you have to go through if you want to sell valuables through pawnbrokers or gold dealers. You never really know if you are getting a fair price. Synergies. https://t.co/39g2QVDfsw
AI Agents Costly yet Rapidly Outpace Human Knowledge
"My AI agents are bankrupting me." I think that often when I see the bills that https://t.co/8L5xphk0qQ are running up. $150 a day sometimes to have my agents read my AI lists here on X. But then I remember what a...
Arizona Solar-Storage Project Powers California Utilities
Arizona solar + storage project comes online to benefit California utilities #energysky -- via Solar Power World: https://t.co/h1ICWBWrUn
David Shor: Premier Mentor for Evidence‑Based Political Data Science
I would add that *independent of political persuasion* if you're someone seeking to learn the thoughtful, evidence-based application to politics of cutting edge data science, ML etc, it's hard to contemplate a better mentor than @davidshor
First‑in‑class Molecular Glue Shows Breakthrough Pancreatic Cancer Results
We're seeing major advances vs pancreatic cancer. Today @NEJM data for daraxonrasib @RevMedicines https://t.co/IinceclK6w Context for this first-in-class molecular glue https://t.co/IinceclK6w https://t.co/odhmXQqzMF
Chinese Open-Weight Models Thrive Amid U.S. Censorship Fears
This will inevitably be used for censorship. Meanwhile the Chinese will keep training and releasing open weights models you can download on hugging face with no federal approval required.
G42 Secures Minneapolis Office-to-Data Center Lease
A unit of G42, the Abu Dhabi tech conglomerate backed by Emirati royal Sheikh Tahnoon bin Zayed al Nahyan, has signed on as the primary tenant for an office-to-data center conversion in Minneapolis https://t.co/jgG7C2gsvM
OpenRouter and Cheap Chinese Models Outpace AI Giants
Everyone is betting on whether Claude or OpenAI or Grok “wins” the AI race. I’m betting on OpenRouter, with people running dirt-cheap Chinese models.
Zyphra Unveils Open ZAYA1
Nice to see DeepSeek calling Zyphra the "Best of the West." Zyphra just released ZAYA1-8B, a reasoning MoE optimized for intelligence density and approaching frontier levels (GPT-5-High) on math and reasoning, despite being much smaller... and actually open :) https://t.co/ur5NWwr6U6
Signature Solar Opens Reno Hub, Eyes South Carolina Expansion
Signature Solar announces Reno, NV distribution center, targets South Carolina for next facility #energysky -- via pv magazine usa: https://t.co/RABhCVyLPW https://t.co/fRlPSIEh70
Old Glory Replaces Mercury for Easy LLC Banking
Mercury used to be the go-to but their onboarding has gotten harder. Old Glory is the current recommendation for LLC business banking. No affiliate link, no partnership, just consistently easy to work with. Most people are getting accounts there without...
States Transition From Assistive to Autonomous AI, Says Tennessee CIO
NASCIO 2026 Midyear: States Shift From AI That Assists to AI That Acts, Tennessee CIO Says https://t.co/D0oS5JYk6g https://t.co/xmroPzAtsb
Google's Query Length Claim Overblown; Data Shows <3% Shift
Maybe this is totally innocuous, but it's still weird. Left: Datos numbers on query length in Google (10M+ devices, this is not a small sample set) Right: Public statement by Google's Liz Reid (via SearchEngineLand) Feels like a mild exaggeration by Google, but...
Denmark's Grid Overloaded: Data Centers Demand Optimization
Another country facing issues from data center demand. We need to refocus on optimization over assuming unlimited resources. Denmark faces data center reckoning as power grid overwhelmed by surging demand https://t.co/BNOTqpCMax #CIO #AI #DataCenter
OpenAI Codex Downloads Surge 2,763% in One Week
UNREAL 🤯 OpenAI Codex package installs just exploded. They jumped from 5.7 million to over 163 million downloads in a SINGLE WEEK That is a 2,763% increase 👀 https://t.co/ShohhZHte1
26 Young Builders Harness AI Thoughtfully and Humanely
ChatGPT Futures: recognizing 26 students and young builders using AI in thoughtful, ambitious, and deeply human ways https://t.co/z7vgYENdSd @leahbel https://t.co/1ioMGRrWNg
New AI Mode, Answers, and UCP Updates Added
Updated the Algo / AI Changes update list with the changes announced for AI Mode and AI answers and also the appearance of UCP in traditional Search. https://t.co/0KdmuSXKw2 https://t.co/Po4SWV5XZV
Data Center Surge Makes Optics a New Bottleneck
$COHR delivered a clean BEAT and RAISE on every line that mattered, and the data center business is now the entire story. Record revenue, expanding margins, accelerating bookings, a structural tailwind from CPO. The stock is selling off post-print due...
Quick Turnaround: Good Longevity Trial News Arrives
I post about working around longevity clinical trials and an hour later @j_n_justice tells me good news about longevity clinical trials... 😍
AI Lets Solo Founders Launch Billion‑dollar Startups
A GLP-1 telehealth company reportedly did $401M in 2025 and could hit $1.8B in 2026 with one employee. That’s the signal. Matthew Gallagher allegedly started with $20K, used AI to write code, produce website copy, generate ads, and scale the operation with...
Efficiency, Grounding, Steerability, Safety: Keys to Winning AI
Ultimately, the firm(s), or open source projects, that can make AI: - Compute efficient - Grounded (very low hallucinations) - Easily steerable towards goals - Safe - Reliable (follows guidelines consistently) Will win. It’s also the list of what it’ll take to make AI workable.
Build for Tomorrow: Experiment Now with Evolving AI Models
Some nice quotes from Dario and Daniela from this session: “I’ve been training these models since 2015, they were really dumb.” "Build for the exponential. There are products that are not possible with the current model but could work with later models....
SpaceX's xAI Purchase Was a Bailout, Not Necessity
Re today's Anthropic/ xAI deal. SpaceX didn't need to buy xAI to become a space data center provider, selling compute to the highest bidder. The acquisition was a bailout of xAI.
ARM's AGI CPU Demand Doubles to $2B Quickly
$ARM delivers across the board. Noting it saw early demand for its new AGI CPU double from $1 to $2 Billion within weeks of its announcement.
Instant Cash Outs Make Stan Store My Top Pick
I love making money online. Stan Store with the instant cash outs are my favorite 😍
First AI Pin Endorsed by MKBHD—Pre‑order Book
I've done it. I've made the first AI pin that @MKBHD can recommend. Pre-order my book and then redeem yours at http://joannastern.com/pin.
Arm's Data Center Royalties Double, Silicon Demand Soars
$ARM delivered a clean BEAT and RAISE on every line that mattered, and the data center business doubled YoY. The story is no longer pure IP licensing. It is now also silicon with AGI, and the silicon business is ramping...
Energy, Not Models or Chips, Drives Competitive Advantage
models will be commoditized chips will be commoditized the only thing that matters is energy
Connect Your Agent Gateway to Existing Security Providers
Is your agent gateway connected to your existing security providers? Should be! We're making a big ecosystem bet on the Agent Gateway, which is part of the @googlecloud Gemini Enterprise Agent Platform. https://t.co/8ZDnmwuzmR https://t.co/OlAxPDfC88
AI Is Being Politicized, Not Examined on Its Own
Almost everyone is evaluating AI through the lens of their usual political hobbyhorses. If you're a China hawk, AI is all about China. If you're a free-marketer, AI is all about the evils of regulation. And so on. People aren't...
Trump Drug Strategy Clashes With New Funding Policies
Trump administration’s drug strategy is at odds with recent actions on funding, policy https://t.co/UDiuVnEMDZ via @statnews
80x Growth Drives Aggressive Compute Acquisition Strategy
Dario: “We saw 80x growth earlier this year on usage and revenue” “That’s why we are going to keep acquiring as much compute as we can” https://t.co/Hwj18IV7KB
Repeat Your Posts to Cut Through Algorithm Noise
Repeat yourself on social media. All the fucking time. Why? Algorithms are brutal. People's lives are busy. Between work, family, and endless scrolling, your meticulously created content is basically a whisper in a hurricane.
AI End‑to‑End Models Will Accelerate BioPharma Innovation
AI + Biopharma @synbiobeta Fireside w/ @AnthropicAI , Mithrl, & @obviousvc Insights: - Anthropic aren't going to make their own science models, they'll be training the same base model everyone uses - Base Science models already well served - Anthropic wants to help...
Semiconductor Returns So High They're Fully Conductors
Semiconductors? With these kinds of returns, I am surprised the group should be called Fully conductors. There's nothing semi about them.
Staying the Course: TMDX’s Long‑Term Thesis Remains Intact
Excellent post (below) on $TMDX, I'll do another detailed post in the next few days however in the meantime I'm doing calls with sell-side analysts and management. Here's what I'll say for now... Today is obviously frustrating for long-term shareholders but I...
Compute Is Money: Race to Scale Inference Power
Hopefully, it is abundantly clear that Jensen was right when he said compute = $. The race is on to acquire and bring online as much compute as possible as fast as possible. Inference era economics $$$ 🚀
CEO's AI Knowledge Determines Your Future at Company
There are always challenges that apply to every business and its employees. 1. Is your company growing ? 2. As an employee, what is it that you do and can do in the future, to better contribute to those...
Embedding AI Drives Value: 71% See Impact vs 16% Overall
High-value use cases lag behind enterprise AI hype https://t.co/chISvFkMZK Just 16% of companies say AI delivers significant, measurable impact. But among organizations embedding AI directly into processes, 71% report moderate or substantial value, a vital clue IMO.
Free Tool Reveals Your Site's Visibility Across LLMs
AI visibility is tricky to assess without a fancy tool, so I built one myself. Get a high-level overview of how your site shows up across top LLMs like ChatGPT, Perplexity, and others (for free.) https://t.co/vydMh9x8WB https://t.co/hBj3a9la1S
Nearity 360 Alien Camera Revolutionizes Multi‑Person Video Calls
Using a laptop webcam for your video meetings? Yikes. The Nearity 360 Alien Conference Camera, with 4 lenses, mic array & hi-fi speaker is a game changer that supports 10+ person meetings. Here's my demo and review: https://t.co/NL1YWMlGmn #zoom #meet...
AI Shines Most in Dense Workflow Environments, CIO Survey Shows
Thought this was an interesting way to highlight our conclusion that AI's best value capture at the moment is in areas where workflows are dense. This will show up when we detail the CIO survey data. https://t.co/GO5Exh5d9w https://t.co/tV1dADV1Ga
Surveillance AI: Tool or Threat Depends on Your Framing
It's all about framing. Everyone here on X gave Mark Zuckerberg shit about forcing his employees to surveil themselves to build models. That's one framing. Today I am using a stealth mode company to do the same thing on my computer....
AI-Native Teams Prioritize Prototypes, Small Squads, Rapid Cycles
What are AI-native engineering orgs doing? ➡️ Prototypes over PRDs ➡️ Small, high-leverage squads ➡️ Faster release cycles to facilitate learning ➡️ Shortened planning horizons https://t.co/VGEvQU0lRk
Quantum Simulation Beats Classical by 3000× Using Q‑CTRL
And @MJBiercuk saves a quantum advantage example - in aaterials simulation quantum took 2 minute. Classic computing 100 hours. Of course using @qctrlHQ... #IBMThink https://t.co/aC3VMVYGE0
AUR’s “Driverless” Trucks Still Require Human Driver
Correction. This is what $AUR calls driverless when they use Paccar trucks. There is still a human sitting in that front seat per Paccar's requirement.
Anthropic Claims New Life; OpenAI Sees a Tool
this video was inspired by @tszzl 's post comparing anthropic's belief they are birthing a new form of life vs openai thinking they are building an awesome tool. https://t.co/ta7XnodUIR
IBM Quantum Network Grows to 341 Diverse Members
Next up - it's @JMGarcia talking about the @IBM Quantum Network. Members 341 Academic + research institutions 176 Industry clients 71 Commercial partners and startups 70 #IBMThink https://t.co/OKcmrDg62e
AI Experts Warn Average Workers Face Bleak Future.
Google Says Search Is Fine, AI Insiders Say the Median Person Has No Future https://buff.ly/10QMTWm
Linkless Posts Achieve Tenfold Reach Across Platforms
Great little example of ZCM: Post 1 - no link, 16k+ impressions Post 2 - same topic, but with a link, 1.9k impressions As usual, ~10X the reach with linkless content (this is LinkedIn, but we've seen the same pattern on Threads,...