Grok 4.6 catching up to Fable + GPT 5.6 Sol in a couple moments is really promising.
If Grok 4.7 is > Fable/Sol or = Astra / Fable 5.1 level, then SpaceXAI is back in the race for sure.
SpaceXAI has a couple structural advantages:
1. Cursor training data
2. SpaceX training data
3. Tesla training data
4. Colossus 2 + incoming TeraFab
Rocket science is applied math + physics at the frontier, feeding that data alongside all other coding data for pre-training alongside best physical infra builds for cheap / fast inference is an extremely potent combo.
If Grok 5 or whatever new model that reaches SOTA starts producing frontier math / physics for SpaceX rockets / satellites they will just enter into crazy takeoff.
The first principles are pretty simple:
Best computer science data + best physical science data (rockets, FSD, optimus) + compute to organize and process that into a useful base-model for both internal employees (world's best rocket scientists) + anyone outside willing to pay to inference off that reasoning base.
The only other organization in the world that has the firepower to compete with this is like, the CCP, and that's it? I'm not sure there is any other comparable organization that has this level of cross-over from physical science to digital world besides Google (because of Waymo), but their entire team just blew up.
So it's basically Elon vs. China for the future of the world?
Or am I missing something?
🇷🇺 NATO CHIEF RUTTE: IF PUTIN WINS UKRAINE, NATO FACES “GARGANTUAN” BUILDUP AND RISK OF DIRECT WAR
NATO's Mark Rutte is laying out one of the alliance’s starkest public warnings yet: if Russia succeeds in subjugating Ukraine, Western defensive posture would have to undergo a massive transformation, pushing NATO into a scale of preparedness not seen since the Cold War.
Rutte:
"If Putin got his way, Ukraine under the boot of Russian occupation, his forces pressing against a longer border with NATO, and a significantly increased risk of an armed attack against us, it would require a truly gargantuan shift in our deterrence and defence.
NATO would have to substantially increase its military presence along the eastern flank, and Allies would have to go much further and faster on defence spending and production.
In such a scenario, we would long for the days when 3.5% of GDP on core defence was enough.
Russia has brought war back into Europe.
And we must be prepared for the scale of war our grandparents and great-grandparents endured.
A conflict reaching every home, every workplace. Destruction, mass mobilisation, millions displaced."
Source: @SecGenNATO, sky News
Why would SONN buy HYPE in the open market eating the thin orderbooks and pumping HYPE to Valhalla instead of buying OTC cheaper?
Well I can see 2 reasons:
- They already have 12.6M HYPE committed and pumping HYPE with $265M would make those HYPE more valuable
- They also want their shares to trade higher; if HYPE pumps the shares will also trade higher (insiders will eat)
That will in fact create a higher mNAV, which then lets them raise even more capital via ATM issuance.
those who criticize or get salty about the hyperliquid team unlocking or selling hype are just being selfish.
some people argue “it’s not that they can’t sell, it’s just a bad time.” trust me: if it were a raging bull market, the same people would say “don’t sell, you’re ruining the party.”
these people only care about their own bags. but the real world doesn’t work like that. reality check:
1. the hyperliquid team is better than 99.9% of crypto teams
2. this is a business, not a charity. they don’t have to care about money, but the money is still theirs
3. “theirs” means they can do whatever they want with it
don’t morally kidnap anyone. we like crypto because no one can force you to use your money in a way you don’t want. so why are you trying to force others to behave the way you want with their money?
it’s normal to care about your own bag — nothing wrong with that. but face reality, respect the rules.
also a token’s long-term value doesn’t collapse just because a team sells part of their allocation. bill gates sold tons of microsoft stock for asset allocation reasons, and it didn’t stop microsoft from becoming what it is today.
what happens next ?
1. we will buyback both HYBR and veHYBR
2.Founding Lock campaign will incentivize users to lock $HYBR , making lock the best option in both short and long term return
3. we will continue to bribe voters and expand more partners for bribes
Native Markets has staked an additional 800K HYPE to qualify USDH as an Aligned Quote Asset, which unlocks execution savings for users.
We’d like to thank @smartestmoney & @HyperionDeFi for contributing stake in order to achieve this milestone.
With Hyperliquid's HIP-3 and Builder Codes, it's no longer "What can Hyperliquid do for you?",
It's "What you can build for/on Hyperliquid?"
Hyperliquid
Congratulations to @tradexyz, @ventuals, and @felixprotocol on their HIP-3 launches!
It's exciting to see things come together after months of hard work building on the core protocol and deployer sides. Permissionless perp deployments are a massive step in Hyperliquid's journey to house all of finance.
On Hyperliquid, hungry and ambitious builders step up to reinvent core pillars of finance. Perps will bring unprecedented capital efficiency and price discovery to global markets. HIP-3 empowers any builder to upgrade financial markets by leveraging Hyperliquid's battle-tested onchain infrastructure.
Thank you to the builders working to push the frontiers of onchain finance. Thank you to the users for being there from day one with your support.