⃤LΞX 2215

Digital nomad | Researcher |

[⃤LΞX 2215 @AlexVVV0]

@Mr_Derivatives xD $APOPE — AnthroPOPEic is LIVE! Vatican + Anthropic = the ultimate divine AI meme coin Pope Leo XIV + Claude = safety first, blessings + 100x second Just https://t.co/aPZdF8eNF8

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[CopyRebeldia @CopyRebeldia]

Hoy una industria entera dejó de tener sentido.

Un tío publicó en GitHub un repo que convierte cualquier foto en un mundo 3D explorable: meshes con físicas, splat del fondo, audio ambiente. Todo.

Una imagen entra. Un mundo sale. Cinco minutos.

La gente que se pasó diez años aprendiendo Blender lleva todo el día mirando esto en silencio.

Se llama image-blaster.

[Ole Lehmann @itsolelehmann]

Am I missing something??

I just found out Unitree is about to IPO in China at just a $7B valuation.

This seems dirt cheap.

For context, they are literally the only profitable humanoid robotics company on earth right now.

And this will be the largest humanoid robotics IPO ever attempted.

Look at their actual business:

> 5,500 humanoid robots shipped last year
> $235M in revenue (+335% YoY)
> $90M in profit (+674% YoY)

This is the first time anyone in humanoid robotics has been profitable at this scale.

Now compare that with the rest of the humanoid field...

UBTech ran the world's first humanoid IPO back in 2023 on the Hong Kong exchange. It trades at $7.1B (just above the market cap Unitree is filing at).

Difference is UBTech shipped 1,079 humanoids and lost $100M last year. Unitree shipped 5,500 and made $90M.

Boston Dynamics has been around 30+ years without turning a profit.

Tesla Optimus is prototype-only.

1X and Agility Robotics are both still pre-profit.

Figure AI, the most-funded American humanoid company, raised at a $39B valuation last year. And they're still pre-revenue.

And Unitree filed at $7B with $90M+ in actual profit.

The profitable Chinese leader is being priced at less than one-fifth of an unprofitable American competitor.

And on top of all that...Western humanoids are still trying to break $30K per unit.

Unitree's cheapest humanoid retails for $4,290.

So yeah $7B seems dirt cheap.

But I guess we'll find out soon.

[papertrade.xyz @papertrade_xyz]

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[⃤LΞX 2215 @AlexVVV0]

@blade_ 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

[⃤LΞX 2215 @AlexVVV0]

@elonmusk @elonmusk China trip checklist:
✅ Meet Xi
✅ Talk tariffs
✅ Finally meet your Chinese twin Yi Long Ma 😂
This crossover would break the internet. Rocket dance when? 🚀🇨🇳

[Milk Road AI @MilkRoadAI]

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade.

Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute."

"The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute."

Think about what that means.

Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it.

That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend.

The data backs him up completely.

Data centers will consume 70% of all memory chips produced globally in 2026.

Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server.

DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+.

The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better.

Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated."

This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power.

Check out Milk Road Pro, link below to access our full thesis and plays.

[Xiaomi MiMo @XiaomiMiMo]

Xiaomi MiMo-V2.5 Series: Pushing Open-Source Agents Forward

🔸 MiMo-V2.5-Pro, our strongest model yet.
A major leap from MiMo-V2-Pro in general agentic capabilities, complex software engineering, and long-horizon tasks, now matching frontier models like Claude Opus 4.6 and GPT-5.4 across most benchmarks (SWE-bench Pro 57.2, Claw-Eval 63.8, τ3-Bench 72.9). It can autonomously complete professional tasks involving 1,000+ tool calls, work that would take human experts days.

Tech Blog: https://t.co/I275kxl9kL

🔸 MiMo-V2.5, native omnimodal with strong agentic capabilities.
Pro-level agent performance at roughly half the cost. Improved multimodal perception across image and video understanding, native 1M-token context window, and significantly more efficient inference.

Tech Blog: https://t.co/7DLo0n2MNu

🔗 API & Token Plan: https://t.co/P74SR2MaJe

[Karan @karankendre]

Cursor’s $200/month actually costs them ~$5,000

>Raise VC money
>Burn it subsidizing your usage
>Get developers addicted to AI coding
>Then one day maybe they will charge what it actually costs

You're not a customer right now. You're a user being onboarded into dependency.

The $200 price tag is temporary. The habit they're building in you is permanent.

[⃤LΞX 2215 @AlexVVV0]

@thiccyth0t People have forgotten how to write; the comments are a fucking slop. I'd also add to this list the dumbing down of humanity and the voluntary transfer of the brain's cognitive work to AI.

[nabil @nabilshadman]

Insightful interview of Maestro @nntaleb by Bloomberg's @NKniazhevich. Here are some quotes by NNT that I found interesting:

(1) “The US is progressively losing its status as a reserve currency. You still have transactions in US Dollars and people are storing in gold.”

(2) On tariffs: “Overall, you have a shift for more inequality and this exacerbates that. It’s not healthy in the long run. And that shift for inequality has been exacerbated by AI.”

(3) On AI: “Again, it’s structural. If you look at history, the car companies, airline companies, and of course, the personal computer, if you look historically, those who started the business, the pioneers, are not necessarily the winners. As a matter of fact, they're probably more likely to be the losers.”

(4) “You always need to be hedged because basically these drawdowns are not predictable, easily predictable. We don't have enough volatility compared to the risks involved. Tail risk—they don't show early.”

(5) “The world today, the western world, United States and Europe cannot afford another oil shock like the one we had in the 1970s.”

(6) “...Tail risks across all sectors are underpriced. They’re structurally underpriced, they’re even more underpriced now.”

https://t.co/4XGGiBHrNL

[⃤LΞX 2215 @AlexVVV0]

@sama

[Lex Fridman @lexfridman]

Here's my conversation with Peter Steinberger (@steipete), creator of OpenClaw, an open-source AI agent that has taken the Internet by storm, with now over 180,000 stars on GitHub.

This was a truly mind-blowing, inspiring, and fun conversation!

It's here on X in full and is up everywhere else (see comment).

Timestamps:
0:00 - Episode highlight
1:30 - Introduction
5:36 - OpenClaw origin story
8:55 - Mind-blowing moment
18:22 - Why OpenClaw went viral
22:19 - Self-modifying AI agent
27:04 - Name-change drama
44:15 - Moltbook saga
52:34 - OpenClaw security concerns
1:01:14 - How to code with AI agents
1:32:09 - Programming setup
1:38:52 - GPT Codex 5.3 vs Claude Opus 4.6
1:47:59 - Best AI agent for programming
2:09:59 - Life story and career advice
2:13:56 - Money and happiness
2:17:49 - Acquisition offers from OpenAI and Meta
2:34:58 - How OpenClaw works
2:46:17 - AI slop
2:52:20 - AI agents will replace 80% of apps
3:00:57 - Will AI replace programmers?
3:12:57 - Future of OpenClaw community

[⃤LΞX 2215 @AlexVVV0]

@BreezyDegens Idiot ebanij dying postiw

[⃤LΞX 2215 @AlexVVV0]

@steipete 😅

[⃤LΞX 2215 @AlexVVV0]

Ostium giving points only for volume? hm. Failed metrics
Noticed a critical flaw in @ostium points system:
Points only accrue for trading volume, while holding perp positions = zero. This is literally an invitation for wash trading.
The problem:A bot flipping volume back and forth for an hour = more points than a real trader holding a position for a week. Where's the logic?
The result:Dirty data + army of farmers instead of real community. When TGE happens, 90% of volume will evaporate.
Either this is an oversight, or the project wants pretty numbers for investors rather than a real product

[⃤LΞX 2215 @AlexVVV0]

https://t.co/3qN5EphbYE Join https://t.co/XMxv6CN2FW

[ARES @arespro]

Prediction market 2.0. New era coming soon.

[⃤LΞX 2215 @AlexVVV0]

@arespro give invite plz

[cp0x.com @cp0xdotcom]

1/ What was 2025 like for cp0x? Very active, very interesting, very successful.

In this thread I'll walk you through the most significant numbers. The full report is available in the last tweet, both as PDF and on our website.