m3d1a

[m3d1a @MeD1a_92]

@KookCapitalLLC Kook $yolo this shit is forgeten 30 days old , the ones that pumping are old memecoins on robinhood

[m3d1a @MeD1a_92]

@OttoSuwen Yeah early let s go $yolo then

[m3d1a @MeD1a_92]

@CryptoKaleo We can run $yolo untill it is correcting

[m3d1a @MeD1a_92]

@Shilllin Yeah than why not list them and make at least one 100 mil $index $arrow $vex , they are not listing them because the only ones are people bidding is memecoins just go $yolo everybody forget about it it 30 days old no bagholders

[m3d1a @MeD1a_92]

@kikcharts We forgot about $yolo this shit is sleeping

[m3d1a @MeD1a_92]

@Airdrops_one Fuck airdrop there won't be robinhood airdrops just go $yolo

[m3d1a @MeD1a_92]

@evfiend Everybody forgot about $yolo

[m3d1a @MeD1a_92]

@Drallio Run yolo

[m3d1a @MeD1a_92]

@Adam_Tehc Yeah for how long they pump brian and dump it next day

[m3d1a @MeD1a_92]

@vladtenev Time to yolo

[m3d1a @MeD1a_92]

@basedsnipez Becuase everybody knows it will dump next day

[m3d1a @MeD1a_92]

@degentokenbase @RobinhoodCrypto what s dead can not be alived

[m3d1a @MeD1a_92]

@cryptokevin2011 @PrivacyHood you know , why all project fletch , lox , this one , are looks like copypaste websites from claude

[m3d1a @MeD1a_92]

@CryptoTolga_ you why crypto has no liqiudity because of this scamers who rinse all with their lab , beat and othe bsc tokens it is binance who scaming everyone taking 99% of supply puting nothing on lp and listinng it on futures to take eveybodys money

[Tcalledpresence @Tcalledpresence]

At the earliest possible time, @vladtenev will be monitoring $Plume and $FLETCH Everyone has dreams, but the $INDEX Ponzi scheme might not last long, while $PLUME is a traditional RWA trade.

[m3d1a @MeD1a_92]

@MYX_Finance Scum shit go fucking crime your token again

[Gavin Baker @GavinSBaker]

Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that was also token efficient unlike Kimi K3 which is 50-70% more expensive to run than GPT 5.6 per Artificial Analysis.

Rationale:

A world where there are only 2-3 dominant frontier labs with 90% inference margins is net negative for every other layer while being awesome for those 2-3 labs. Those labs would become monopsonies for power, data centers, semiconductors and hyperscalers and would obviously vertically integrate over time into all those layers while also completely subsuming the application/software layers. 

Anything that lowers margins and increases competition at the model layer is good for every other AI layer: power, semiconductors, hyperscalers, neoclouds and yes even software.

This is why Jensen is so supportive of open-source. An open-source model requires the *exact* same amount of compute to run as a closed frontier model of similar size and architecture. Kimi K3 is roughly the same price as GPT 5.6 Terra on a per token basis, which actually suggests that it is less computationally efficient as I am sure that GPT 5.6 is priced to a higher margin than K3. And given that K3 is a token wastrel, i.e. token inefficient, it is significantly more expensive per task than GPT 5.6 and Grok 4.5, which are much more token efficient. Cost per token and token efficiency (i.e. intelligence density per token) are the drivers of intelligence per unit of cost. The winning AI companies will be those that offer the most intelligence per $ over time.

Lower margin % at the model layer = more margin $ at every part of the infrastructure layer and is a godsend for software. This can happen either through open-source models like K3 at the frontier *or* having a vertically integrated model company like Meta, SpaceX or Google at the frontier. Both outcomes result in a lower margin % at the model layer as vertically integrated model companies don’t really care where the margin $ come from. This is why it was so painful for OpenAI and Anthropic when Google was right there with them from a model competitiveness perspective and why Grok 4.5 and Muse 1.1 were just as important as Kimi K3.

The reason Kimi K3 is only *potentially* negative for Anthropic and OpenAI is 1) the @ericvishria point that the Claude and ChatGPT products and harnesses may be more important than their models today and 2) the hypothesis that they have much more advanced model checkpoints internally that are already being used for RSI. In the latter scenario, reaching RSI even a few months ahead of other labs might be enough to cement a permanent lead.

Time will tell on both points. And likely fairly quickly.

Caveat would be that since Kimi K3 is not token efficient and thereby actually more expensive than ChatGPT 5.6, we may need to see a more token efficient open-source model at the frontier or see Grok 5/Composer 4/Muse 2 at multiple points on the Pareto frontier for this potential risk to Anthropic and OpenAI to play out. And I am sure they will both vertically integrate as quickly as possible while continuing the product/harness strength they have shown over the last 8 months.

[Easy @NotSoEasyMoney]

Trump Launches PAID Post Subscription!? | BASE Punches Back! | Crypto & Stocks look AWFUL... | + interview with @Shillz_Official Founder! https://t.co/hpWKxeooOu

[Rexha 🐸 @RexhaRexhaRexha]

Easy highlights a project trying to bring option trading onchain

"Options and Robinhood go hand in hand. Easy 10x if it’s a real product."

"If Plume $PLM can actually bring the options market to a chain, this becomes wicked interesting Do I think they’ll actually be able to? Very slim chance because of legalities and everything else."

[m3d1a @MeD1a_92]

@jiahanjimliu It is not true , they have a big clasters of blackwell chips in Mongolia and they all going there to train their models with data ,