Satoshi's Ghost

No need to worry about me crashing the value of your BTC, I'm just an incorporeal entity, I can no longer access all those coins I mined.

[Milk Road AI @MilkRoadAI]

The most overlooked part of the SpaceX IPO thesis is the model and most people are completely missing it (Save this)

Everyone has been focused on the Anthropic compute deal and the Colossus revenue because those are numbers you can put in a spreadsheet.

Six months ago, xAI was competing reasonably well on model performance but was not clearly on the frontier.

Then SpaceX exercised its option to acquire Cursor for $60 billion, the largest startup acquisition in history just days after completing the largest IPO in history at $75 billion.

Cursor is a team of 700 to 800 people, was on track to exit 2026 at up to $10 billion in revenue, had millions of professional developers using it daily, and had already built a team with the genuine potential to compete at the frontier, the one thing holding them back was compute.

SpaceX just gave them the largest GPU cluster in the world to work with.

Grok 4.3, a 1.5 trillion parameter model, is currently training with Cursor's proprietary coding data being injected directly into pre-training, not just fine tuning which is a fundamentally more powerful integration than anything the market is currently modeling.

The prior version, Grok 4, was already on the Pareto frontier as of 10 to 12 days ago, the most intelligent 500 billion parameter model in the world, sitting alongside Google Gemini, Anthropic, and OpenAI as one of only four systems at the true frontier.

Composer 2.5, the previous Cursor model was Pareto dominant in coding tasks just before the acquisition closed, meaning SpaceX inherited a model that was already best-in-class in the highest-value AI use case in the market.

The AWS parallel is the one everyone keeps missing.

Bezos built data center capacity for Black Friday, sat on idle infrastructure the rest of the year, and monetized it into what was at the time the most profitable technology business in history and investors hated it in 2009 and 2010 because he was burning free cash flow on capacity that had no obvious revenue yet.

SpaceX is in exactly that position, it built Colossus for xAI's own training needs, is monetizing excess capacity to Anthropic at $1.25 billion per month across 220,000 Nvidia GPUs, and has reportedly secured up to 20% of Nvidia's early Vera Rubin allocation, giving it the most powerful and scarcest GPU infrastructure in the world during the critical window when those chips are hardest to get.

The $60 billion Cursor acquisition closed at a moment when SpaceX had essentially unlimited compute, a team already at the frontier, and a product with deep enterprise distribution, three things no other model lab had simultaneously when it was at this stage.

The market is pricing the compute business conservatively and ignoring the model call option entirely, and coding is the fastest path to AGI, once you are on the Pareto frontier with that compute, revenue scales fast.

Anthropic went from negligible revenue to $30 billion annualized in under 18 months and that is the existence proof.

Bullish on SpaceXAI and @elonmusk

[Ricardo @Ric_RTP]

This AI just exposed the BIGGEST legal insider trading operation in America.

A platform called GovGreed built a seven-layer machine learning system that cross-references every stock trade disclosed by every sitting politician against the bills their committees control, the campaign donations they receive, and the companies their votes directly impact.

It scored all 540 politicians currently in Congress. And the numbers are crazy:

56% of every stock purchase made by Congress in the last 16 months was on a stock directly affected by a bill the buyer later voted on. That is 6,170 out of 11,016 total purchases.

More than HALF of all congressional stock buys are on companies whose fate that same politician is about to decide.

343 of 540 Congress members actively trade stocks while holding access to nonpublic legislative information.

That is 63.8% of the entire legislature making market bets with an informational edge that would put any hedge fund manager in prison.

The AI identified 752 active "Triple Signals" in the current Congress. A Triple Signal fires when three conditions line up at once:

The politician sits on the committee controlling a bill, they traded stock in a company affected by that bill, AND they received campaign contributions from that same industry.

Bills carrying these insider indicators pass at 5.4 TIMES the normal rate.

Now look at the individual leaderboard:

- Nancy Pelosi's estimated portfolio sits at $194 million with a Greediness score of 98.1 out of 100
- Ro Khanna made 13,231 trades across 800+ different tickers
- Michael McCaul made 32,302 trades and filed 6,670 of them late
- Thomas Suozzi filed 86.4% of his trades late with an average delay of 396 days, meaning his disclosures landed over a YEAR after he made the trade

And then there is Lisa McClain, the fourth-ranking Republican in the House. She has made 1,443 trades in three years, more than 98% of all politicians tracked.

She violated the STOCK Act twice in a single year, disclosing up to $900,000 in trades months after the legal deadline. Her husband bought up to $250,000 in Elon Musk's xAI, which quietly converted into SpaceX equity before last Friday's $2 trillion IPO.

The penalty for all of this? A $200 fine.

The number of Congress members ever prosecuted under the STOCK Act since it passed in 2012? Zero.

And the cruelest part is this:

A bill to ban congressional stock trading was introduced in January 2026. It has bipartisan support. Over 80% of American voters want it passed.

But Congress is sitting on it, because the people who would have to vote yes are the same people making millions from the system staying exactly the way it is.

They write the insider trading laws, they exempt themselves from enforcement, they trade on the information those laws generate, and when they get caught, they pay a fine that is basically nothing.

The AI didn't discover anything Congress was hiding. It just organized what was already public into a pattern so obvious that nobody can pretend it isn't there anymore.

[Interstellar @InterstellarUAP]

Jim Romansky, volunteer firefighter who witnessed the 1965 Kecksburg UFO crash 👽🛸

This case featured prominently in the Steven Spielberg movie 'Disclosure Day'

A huge acorn shaped metallic object, seamless with no rivets, doors, windows, or propulsion signs. It had strange markings like ancient Egyptian hieroglyphics on a bumper like ring. He expected a wrecked plane but found something unlike anything man made.

Military arrived within minutes, took over the site, ordered everyone out, and swarmed the area. Civilians were told to shut up and leave. Years later, his kids in the Marines and Air Force had to sign papers promising not to seek info on their father's Kecksburg experience.

[cinesthetic. @TheCinesthetic]

Kevin Pollak sharing stories about working with Jack Nicholson on A FEW GOOD MEN (1992) is as entertaining as you’d expect.

[Suzie rizzio @Suzierizzo1]

So I’m guessing this may be a skit,but tonight I stopped for gas at a WaWa & i saw this little skinny white guy pull up in a old Ford Fiesta & he noticed the lady behind him had run inside while filling up so he grabbed the nozzle & put a few dollars in his tank & left. No tag!

[Documenting Saylor @saylordocs]

🇺🇸 BILLIONAIRE RON BARON SAID LIVE ON CNBC THAT HE IS BUYING BITCOIN TO FIGHT INFLATION

BULLISH

[UAP James @UAPJames]

Plasma orb UFO videos appear to prove David Grusch is telling the truth — Cuomo

Cuomo opened tonight’s show talking aliens.

“A close encounter of the 3rd kind is a sighting in which an intelligent being associated with the UFO is observed. That’s what Grusch is talking about.”

[Skywatch Signal @UAPWatchers]

🚨CBS News: New UFO files released include stunning videos: "Are you seeing this?"

CBS News covering the Pentagon UFO files that include videos recorded by apparent eyewitnesses.

#ufotwitter #uapX #Disclosure

Source:
https://t.co/v7sk9FrPdt

[UFO mania @maniaUFO]

Real Footage of UFOs Near the Space Shuttle...🧐🤔
​This video is a footage of two orbs approaching the space shuttle in a very sharp way, we can clearly see their shape and then moving away, it's truly spectacular

[UAP James @UAPJames]

David Fravor on UFO Disclosure: “There are people inside the Government that do not want this out”

“Just be honest and say, ‘We’ve known for the last 80+ years that we’re not alone, we recovered stuff at Roswell.’

I think the world deserves that.”

[Acyn @Acyn]

Hunt: What can you tell us about what you're hearing from former colleagues and friends at CBS about how all of this is playing out?

MacFarlane: I'm hearing a lot, and a lot of it is not good… I feel like there's going to be more departures coming…

[Jake Tapper 🦅 @jaketapper]

One very telling moment from that Trump interview on NBC that I keep thinking about —-

[Anthony Scaramucci @Scaramucci]

We are tribal and we are disconnected. 3 things would actually fix it.

1. End gerrymandering.

In a democracy the people are supposed to pick the politicians.

What we have now is politicians picking the people.

2. Massive campaign finance reform.

End the separate but equal democracy where money buys legislation.

Hard to do because these politicians love the money, but it has to happen.

3. National service.

Whether people like the idea or not.

George McGovern a staunch Democrat and Bob Dole a staunch Republican got along because they served in the US Army together.

They fought in the Second World War side by side.

In 1985, 85% of Congress had served in the military.

When people share something that hard and that real, the tribalism breaks down.

We’ve lost that connective tissue entirely.

We need to find a way to reknit this country before it’s too late.

[John Cassidy @JohnCassidy]

I linked to this 16 months ago. It's still as described. RIP Sir Alex Younger.

[The Lead CNN @TheLeadCNN]

In the aftermath of CBS firing journalist Scott Pelley, @jaketapper lays out 'one of the reasons why people keep suggesting' owners of news organizations want to curry favor with Trump.

[Skywatch Signal @UAPWatchers]

🚨A Current Affair: Discuss the UFO files feat Grant Lavac

Anthony Shaffer: "Some of the folks I've spoken to say that there's things that going to quote unquote curl your toes that it's so incredible."

"I've seen them too. One in particular when I was in the Philippines. And it was it was no doubt it was it was something we did not make. Uh in my own
little experience, this thing was probably about a half a kilometer long. Uh it was massive and it was moving through the air with impunity and with no sound, absolute silence."

#ufotwitter #uapX #disclosure #ufofiles

Source:
https://t.co/ENyh9MoRZ8

[Anthony Scaramucci @Scaramucci]

Steve Bannon is the worst human being you can meet.

He’s charismatic, well read, conversant in history, and genuinely intelligent in certain ways.

But God made him so ugly in order to protect civilization from him.

He’s a white supremacist who wants to drag this country back to the 1890s.

-Dismantle free trade.
-Push black and brown people out.
-Manufacture everything domestically behind walls.

He is one of the most dangerous people in American politics precisely because he’s smart enough to make bad ideas sound serious.

Thank you for having me on the show @wethefifth

[Leonard Rodman @RodmanAi]

Anthropic paid millions to hire Andrej Karpathy.

Karpathy gave the internet the same knowledge for free.

29 minutes that will change how you think about AI forever.

“LLMs are ghosts, not animals.”
“Vibe coding is dead.”
“Software 3.0 is here.”

Most people will scroll past it.

A few will realize:
the next billion-dollar software companies won’t be teams.

They’ll be AI software factories shipping while humans sleep.

[Radha Tripathi @Radha_AI]

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.

This 60-minute Cambridge lecture by Demis Hassabis will teach you more about the future of AI than most people will learn in the next 5 years.

Bookmark it and give it an hour, no matter what.