Mark Lewinsohn

ML-NTWX’s ‘GenAI Search Optimisation for Commerce’ helps your brand show up more often—and more accurately—when people ask GenAI tools like ChatGPT, Gemini and

[Sapiens - KalshiBackTest.com @BitcoinSapiens]

MAX KEISER: “They’re dumping their US treasury bonds, they’re dumping whatever they can, and they’re putting it into Bitcoin. We’re gonna see Bitcoin be the major winner in this sovereign debt collapse, globally. That’s how you get to 200…300…$400,000 per BTC”

[Milk Road AI @MilkRoadAI]

Chamath is making one of the most important business arguments of 2026.

Half of large US companies right now cannot generate returns that exceed their cost of capital, which has normalized back to its long run average of 8 to 11%.

Another one in seven companies globally is stuck generating persistent returns between 1 and 5% and most businesses don't have room for error and in this environment walks every frontier AI lab saying the same thing, give us your data, your workflows, your processes and our model will make everything better.

And companies by the millions said yes.

What they didn't fully account for is what happens on the other side of that door.

Every time an employee runs a query through a frontier model API, the prompt goes through external servers, workflows, customer data, pricing logic, internal processes, all of it transmitted through a third party.

As Alex Karp said companies are spending on tokens while handing over the exact proprietary advantages that make their business worth owning.

Microsoft blocked internal use of Anthropic's Claude Fable 5 but over its 30-day data retention policy and the largest software company in the world decided a frontier model's data handling was too risky for its own employees.

A US government action revoked access to another frontier model for foreign nationals overnight.

Now here's where the cost math becomes impossible to ignore.

Deutsche Bank calculated a roughly 65x cost gap between frontier models like Claude Fable 5 at ~$3.25 per task and open-source alternatives at ~$0.05.

For 90% of everyday enterprise tasks, performance is comparable.

Open-weight models now match closed frontier systems on core agent tasks at roughly one-tenth the cost, a high-volume deployment that costs $250/day on Claude runs at $12/day on an open-source equivalent.

@chamath tested this directly by running a standard enterprise code migration task through an orchestration layer wrapping an open-source model came in 16.4x cheaper than using a frontier model directly.

[trade.xyz @tradexyz]

Trade[XYZ] and Hyperliquid data is now live on @tradingview. Putting this data where traders live has been a top priority for us.

Markets are increasingly shaped by events unfolding around the clock, and price discovery shouldn't stop when traditional venues close.

Users now have real-time visibility into 24/7 price discovery on the world's most-used charting platform.

[Mark Lewinsohn @ML__NTWX]

@Deepend Nice work - The youth need your guidance.

[Mark Lewinsohn @ML__NTWX]

@remy_gaskell Go remy. Livin the dream .inspire the youth . !

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[Bitcoin Archive @BitcoinArchive]

THE FINAL RESET - with Jeff Booth

👉WATCH: https://t.co/illch4syjf

Jeff spent 15,000 hours trying to kill Bitcoin, and failed.

Now he says Bitcoin's success is inevitable if it remains decentralised.

We had a lively discussion in which I pushed back on his assumptions about an abundant future powered by Bitcoin and Artificial Intelligence.

I hope you enjoy it as much as I did!

🫡@JeffBooth

💥FULL INTERVIEW👇

[Mark Lewinsohn @ML__NTWX]

Check out @openacti – game changer. what's next step?

[Mark Lewinsohn @ML__NTWX]

@remy_gaskell Booking

[Mark Lewinsohn @ML__NTWX]

@remy_gaskell Nice one ☝️

[Mark Lewinsohn @ML__NTWX]

Ai is moving quickly . Getting foundations right in fundamental to build long term visibility & relevance.

[Mark Lewis @MarkLewissyd]

Test the beta version at https://t.co/3y8sPL1rds. And let us know if your brand needs more Gen Ai Visibility in 2026. #seo #aeo #aio

[Mark Lewis @MarkLewissyd]

Test the beta version at https://t.co/3y8sPL1rds. And let us know if your brand needs more Gen Ai Visibility in 2026. #seo #aeo #aio

[Mark Lewinsohn @ML__NTWX]

Jordi Visser & ai. All you need to know ❤️🙏☮️

[Mark Lewinsohn @ML__NTWX]

@philrosenn @jvisserlabs Amazing . Thanks Jordi . If only I could get my kids to listen 😂🤦‍♀️. ML-NTWX . Marco

[Mark Lewinsohn @ML__NTWX]

@philrosenn @jvisserlabs Jordi is da man !

[Mark Lewinsohn @ML__NTWX]

@NMarbletoe @TonWatcharat @4Chuck @DavidJHarrisJr If history is a worthy record .. your theory god love & guidance it’s proven .. it works better other medicine , therapy or the short fix pain killers ( drugs, booze , avoidance or blame ) . ☮️❤️🙏🪽

[Mark Lewinsohn @ML__NTWX]

@CoinMarketCap @Thassaya88 Maya ❤️☮️🙏🪷

[Mark Lewinsohn @ML__NTWX]

@RaoulGMI @jvisserlabs The next big growth will be not alcoholics or drug addicts. It’ll be us AI developer vampires that spend 16:18 hours a day seven days a week working while our wives girlfriends
families and health fall apart
balance is key in this crazy world fitness nature spirituality. ☮️❤️🙏

[Mark Lewinsohn @ML__NTWX]

@CoinMarketCap @Thassaya88 You are the best ‘ trader ‘ . Your results speak for themselves. ☮️📈🌻

[Mark Lewinsohn @ML__NTWX]

Faith is believing in something you cannot see or touch. Conviction is ignoring the naysayers. 🪷📈⏳🌴

[Anthony Pompliano 🌪 @APompliano]

Bitcoin is crashing. Stocks are up.

What is going on?