I have a thesis that personal brands will become one of the most valuable assets over the next decade.
Fifty creators generated nearly $1B in annual revenue last year, including the top five:
MrBeast - $300M
Dhar Mann - $65M
Steven Bartlett - $52M
Markiplier - $38M
Rhett & Link - $37M
When you think about where that revenue comes from, it's largely brand sponsorships, ad revenue, owned brands, subscriptions, merchandise, and equity ownership in companies.
I believe a large portion of that is already eating into the roughly $1.2T global advertising market budgets that historically would have gone to TV, digital ads, Youtube ads, celeb endorsements, agencies, retail brands, CPG brands, and other acquisition channels.
I think the way we discover products will change over the next decade. Two important distribution layers are emerging: AI agents and trusted personal brands.
AI agents will understand your preferences and recommend or make purchasing decisions on your behalf. Creators will shape demand by influencing what people want via content.
If that happens I think the $1.2T advertising industry will get reallocated based on the above. Budgets are already moving away from trad media, agencies, celebrity endorsements, and parts of search and display advertising toward whoever owns trust and distribution.
And if that's the case, I believe personal brands will start to behave more like companies, similar to the early days of Beast Industries. The best creators will own products, sell to their own audience and own the entire sales cycle end to end.
We'll start to see creator branded neobanks, debit cards, AI products, apps, games, consumer brands and anything else that can be easily built using AI.
The next billion dollar companies will look less like traditional companies and more like creators with businesses built around them.
We're coming out of stealth.
We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised.
Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads.
Our first racks ship this summer.
ELON MUSK:
“We’re going to have universal high income.
We’ll basically just issue money to people."
"AI and robots are going to make so much stuff and provide so many services that they’ll run out of things to do for humans."
"Money will stop being relevant at some point in the future."
"AI won’t use human currency. It will care about power and mass: wattage and tonnage.”
ME:
“So just as you’re becoming a multi-trillionaire, money starts to have less value?”
ELON:
“Yeah, pretty much.”
Jet lag increased my biological age by ~13 years.
> as measured by grip strength
> pre-travel: 141 lbs, grip age 48, ~98th percentile
> post-travel: 125 lbs, grip age 61, ~98th percentile
Traveled across 7 time zones, Los Angeles to Australia.
Grip strength predicts mortality better than almost anything you can measure at home.
A published study of a comparable eastbound flight found the same pattern, about a 7% morning drop.
If you're getting your inference from Anthropic or OpenAI or Google, you're being captured by extractive institutions: All your data is going to them (and hackers, rogue employees, governments... both today and tomorrow)
Inference can be private.
GLM 5.1, Kimi K2.6, Deepseek V4... these models are as powerful as any frontier model from just 3 months ago, yet are open source and can be run without betraying your life and data to any 3rd party.
Point your agent to Venice for every private model in one place (plus crypto tools, web search, embeddings, image and video models...).
Could not be easier. Be intentional.
Private model access below 👇
We have partnered with @Xiaomi to bring their excellent MiMo V2 Pro model to Hermes Agent via the Nous Portal - completely free to use for the next 2 weeks!
Access now on the latest version of Hermes Agent: 'hermes update'
Claude Mythos.
Ten trillion parameters: the first model in this weight class. Estimated training cost: ten billion dollars.
On the hardest coding test in the industry (SWE bench) it scores 94%.
It found a security flaw in a system that had been running for 27 years, one that every human engineer and every automated check had missed. It found another bug that had survived five million test runs over 16 years. (It did so overnight.)
It is so capable in cybersecurity that Anthropic will not release it to the public, instead it is launching Project Glasswing along with 100m in compute credits to help secure software.
Only twelve partners currently have access: Amazon, Cisco, Apple, Google, Microsoft, NVIDIA, JPMorgan Chase, Crowdstrike, Palo Alto, AWS, The Linux Foundation, Broadcom. (I'm sure the Pentagon is on the line?)
This is not a product launch: it is a controlled deployment of a system too powerful to distribute freely.
Tell me this isn't (very expensive) AGI?
We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.
🚨 Someone reverse-engineered the design systems of Apple, Spotify, Airbnb, and 30+ billion-dollar companies.
Packed each one into a single file. Free.
It's called Awesome Design MD.
Drop one file into your project. Your AI agent builds UI that looks like Spotify. Or Apple. Or Airbnb. Instantly.
Not screenshots. Not Figma links. A single DESIGN .md file that captures every color, font, spacing value, button style, and layout pattern from a real website. In a format AI agents read and reproduce.
Here's the difference:
Tell Claude Code "build me a landing page" and it gives you generic UI.
Tell Claude Code "build me a landing page" with Spotify's DESIGN .md in your project and it gives you Spotify.
Here's what's inside:
→ Apple. Premium white space, SF Pro typography, cinematic imagery.
→ Spotify. Vibrant green on dark, bold type, album-art-driven layout.
→ Airbnb. Warm coral accent, photography-driven, rounded UI.
→ Linear. Ultra-minimal, precise spacing, purple accent.
→ SpaceX. Stark black and white, full-bleed imagery, futuristic.
→ BMW. Dark premium surfaces, precise German engineering aesthetic.
→ NVIDIA. Green-black energy, technical power aesthetic.
→ Uber. Bold black and white, tight type, urban energy.
→ Sentry, PostHog, Raycast, Cursor, ElevenLabs, and 20+ more.
Here's how to use it:
→ Pick a design system from the collection
→ Copy the DESIGN .md file into your project root
→ Tell your AI agent to use it
→ Get UI that matches the design language of a billion-dollar company
That's it. One file. Your AI agent now has the design taste of a $200/hour design consultant.
Designers charge $5,000+ for a custom design system. Companies spend $50,000+ building one from scratch.
This is free. 31 design systems. Copy. Paste. Ship beautiful UI.
Works with Claude Code, Cursor, Codex, and any AI coding agent that reads project files.
100% Open Source. MIT License.