George Lopez: “I don’t follow the Lakers anymore. Mark Walter owns detention centers, runs them for profit. Also owns the Dodgers. As soon as I found that out, I disassociated myself from the Dodgers and the Lakers. I lost two teams in one week”
$AXON
I feel like this could be a big deal. Axon has talked about increased adoption and “big meetings” with European partners. NATO countries fast tracking Axon CUAS systems seems like surprise upside.
“The NATO Support and Procurement Agency (NSPA) has established five framework contracts for tactical and deployable counter-unmanned aircraft systems. The agreements give NATO Allies and partner nations a streamlined route to acquire pre-qualified counter-drone capabilities.”
https://t.co/4SRMGNBkZ2
We’re going to bring this heroic young man, and his family, into the White House with, perhaps, the boy he saved, to give him a High Civilian Honor. Very brave, he deserves it! President DONALD J. TRUMP
Most people are trying to quit coffee. I started drinking it in my 40s — on purpose, as a longevity protocol.
It happened in a meeting with our medical advisors. Someone brought up the studies showing coffee drinkers live longer. The room did what rooms do — jokes about whether Folgers had funded it.
Then the laughing stopped and every one of them said the science was solid. I went home that night and told my wife — a lifelong daily drinker — "show me the way."
So it was good to see the American Heart Association recently reverse a generation of advice. (Link below ⬇️)
The old line: palpitations, high blood pressure, stress? Cut the coffee.
They went back to the actual data. Up to about five cups of black coffee a day is safe for most adults — and it tracks with lower cardiovascular risk across a range of conditions.
The old advice was intuition. The new position is evidence.
I like it when the science catches up to what the people doing hard work already ran on.
Coffee doesn't build anything. It just keeps good people at it a little longer.
The pot stays on.👇
Mark Zuckerberg gets it right:
“The defining question of our age isn’t whether superintelligence will exist, but who will have access to it. Will it be centralized and restricted to a few institutions, or will it be a tool that empowers everyone?”
Concentration of power is the biggest risk of AI. When a small number of labs (working hand-in-glove with the administrative state) decide who has access to which model capabilities, they inevitably shape what can be said, known, and built. That’s not “safety.” It’s control.
As Mark points out, the history of open source shows that broad access and transparency are usually the best path to actual security and resilience. Decentralization creates checks and balances on power. By contrast, centralized alternatives, like bureaucratic approval regimes and mandatory gatekeeping, typically produce regulatory capture and reinforce cartels.
Personal superintelligence in everyone’s hands, with competing models and real data sovereignty, is a far better check on a dystopian future than self-appointed guardians who claim to be “aligned” with all of humanity.
The Israeli lobby spent $30 million to beat me, but America won because an entire generation is now aware of their corrosive influence on our government. Every elected Republican in Congress is bought, captured, or intimidated by them to some degree. I am the last who is not.
Releasing the model weights and technical report of Kimi K3.
Kimi K3 is our most capable model: a 2.8T MoE model with native visual understanding and a 1M-token context window.
New model architecture: 2.5x the intelligence per unit of compute, not just more params.
Alongside Kimi K3, we're opening up more of the stack behind it — high-performance attention kernels, MoE communication library, and infrastructure for running agent environments at scale.
Model weights: https://t.co/7m7eEg6Y0B
Tech report: https://t.co/yeu6cjpMCT
Tech blog: https://t.co/YTfiMSNM1f
Ever since I was a little boy, I knew I wanted to log into Microsoft Authenticator 35 times a day, create deliverables for key stakeholders, and circle back offline.
Attackers have frontier AI. Defenders need a frontier AI ecosystem—the best open and closed models, force-multiplied by a global community.
During the Hugging Face incident, closed AI blocked essential forensics. An open-weight frontier model helped contain the intrusion.
That’s why we created the Open Secure AI Alliance.
Neocloud selloff has been rough. But look at this.
Backlog vs market cap on the neoclouds right now.
$CRWV: ~$99.4B backlog, $39B market cap. 2.5x
$NBIS: ~$46B contracted, $47B market cap. 1x
$IREN: ~$13B contract book, $13B market cap. 1x
Signed contracts. Not projections, not TAM.
The market is pricing these companies at or below the value of business they’ve already won.
$CRWV VP of Strategy on "Overpromising" Data Center Operators:
“The culture that has developed over the past one, two, or three years of people announcing things before they’ve done them is damaging to a number of players in the market. It doesn’t take a genius to look at what people say they’re going to do, estimate how long it should take to build, mark the date on a calendar, and later say, ‘Wow, that has taken a lot longer.’
The reason I say that is simple: this shit is really hard to do.
If you’ve built two data centers, you’ve been through the wringer. If you’ve built four, you probably have exponentially more knowledge than someone who has built two. And we’re not talking about ordinary data centers. These are deeply complicated assets.”
Anthropic wouldn’t exist without Google open sourcing the transformers papers. Google could have filed for a patent and gained an AI monopoly. Anthropic trying to eliminate open source when it is built on open source is ironic and not in a fun way.