$STM Monthly:
✅ Sitting on dual support (26yr price level + 1yr EMA)
✅ Quadrupling photonics production capacity by 2027
✅ Valued just as a cyclical auto semi, with a "free" triple call option on AI (Photonics, power, robotics).
Stripe's Will Gaybrick says AI agents will navigate the internet like hummingbirds, and that's what will make microtransactions work:
"If you're trying to sell an article, you're always gonna be squeezed between the subscriber business model and the free business model... I think that was probably true in the past."
"As you give agents more complex tasks, you want them to be these little hummingbirds, going around the internet, just slurping up a little data here... doing a little compute over here... You don't want the individual human to have to create accounts everywhere."
"I think microtransactions will just be necessary for that economy to exist, the agentic economy."
"On the flip side, they're now eminently possible because of stablecoins... If you just give an agent a budget, they can easily take dollars, move into stables, and find a way to check out. They don't mind the back and forth."
@gaybrick@stripe
🚨 BREAKING: Meta just shook up the dating app industry
Their new AI assistant lets you search for "a Brooklyn tech bro who would go to EDM concerts with me" and actually finds matches. Plus their "Meet Cute" feature just picks ONE person for you each week—no swiping allowed.
• Match Group's (Tinder, Hinge, OkCupid) stock dropped 5%
• Bumble stock dropped almost 4%
Are you ready to trust AI with your love lives?
Unitree G1 has mastered more quirky skills 🤩
Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence, and even if it falls, it can quickly get back up.