Terry Xiao

[Polymarket @Polymarket]

JUST IN: Grok 4.5 overtakes GPT-5.6 Sol & Fable 5 in OpenRouter token volume, cracking the top 10 closed models.

[Nic Cruz Patane @niccruzpatane]

Elon Musk says @Tesla is undergoing “probably the fastest industrial scale-up since World War II in America.”

• Optimus Production lines:
- 1M/yr in Fremont
- 10M/yr in Texas (under construction)
• Autonomous Cybercab Production at Giga Texas: the second largest building in the world by volume.
• Terafab Semiconductor chip production in Texas (with memory) totaling 100M sqft!
• Ramping towards 400MW of total capacity at their Cortex 1 and 2 datacenters.
• Battery materials & cells:
- Lithium refining & cathode materials in Texas
- LFP cell production in Nevada
- 4680 cell production in multiple sites in Texas, and Nevada
• Solar Production:
- New solar factory building in Houston area
- Existing solar production factory in New York

Just wait.

[Jawwwn @jawwwn_]

Peter Thiel tells @friedberg we should have student loan forgiveness but the Universities should pay, not taxpayers:

“I do think a lot of students got ripped off.”

“So I do think there should be some broad debt forgiveness at this point.”

“A place like UCLA probably has twice as many bureaucrats as they had 30-40 years ago.”

Via @theallinpod

[Beff (e/acc) @beffjezos]

The permanent overclass is having exclusive parties and you're not invited anon

[Visegrád 24 @visegrad24]

BREAKING:

Ukraine launches its largest drone swarm attack on Russia ever

[Chris McGuire @ChrisRMcGuire]

This is a total fantasy. The United States controls the AI infrastructure layer, and there is no way it would let US chips and data centers be used to enable the global takeover by Chinese models. There are still ZERO deployments of Chinese AI chips outside of China! If China wants to run the world in AI, it has to make enough chips to be able to serve its models globally - and right now, it makes 1-2% of US AI compute. That just isn't going to cut it.

And to anyone who says Chinese models can just be run locally on consumers' laptop, that is increasingly not the case because AI models are getting so large. Kimi K3 requires at minimum an Nvidia B300, or a rack of less advanced chips networked together, to be able to run it at all. All AI is migrating to the cloud, where the US has the biggest advantage.

If the world described below came to pass, it would be because the United States just stood by and let its technology be used to make China the global AI leader forever. I suppose that isn't impossible, given we are doing such a poor job preventing China from using US technology to develop its AI models today! But it seems quite unlikely this will persist forever.

[0HOUR1 @__0HOUR1_]

United States has begun bombing Tehran's infrastructure and government buildings.

[Vivek Sen @Vivek4real_]

PALMER LUCKEY:

"THE BIGGEST BENEFICIARIES OF VIBE CODING ARE GOING TO BE THE HARDWARE NERDS LIKE ME."

"I WAS ALWAYS A PRETTY TERRIBLE SOFTWARE ENGINEER...

I TAUGHT MYSELF ENOUGH TO GLUE THINGS TOGETHER AND MAKE THEM WORK."

"I WAS ONLY ABLE TO ACCOMPLISH WHAT I ACCOMPLISHED BECAUSE I FOCUSED ON WHAT I WAS GOOD AT."

"I DIDN'T HAVE TIME TO LEARN TO PROGRAM.

IF I HAD SPENT ANOTHER YEAR OR TWO LEARNING, I WOULD'VE BEEN TWO YEARS BEHIND ON EVERYTHING ELSE."

"I'M A BIG FAN OF VIBE CODING.

EVEN IF EVERYTHING THAT COMES OUT OF IT IS SLOP, IT'S BETTER THAN I WAS ABLE TO MAKE."

[Сarm1ne @carm1nee]

Gavin Baker: "my model is we're in 1996 - a group of stocks compounded at 40% per year for a decade - Oracle, Cisco, Microsoft, Dell - we're entering year three of AI"

this is him explaining why AI is not ending anytime in the next 5 to 10 years, why deregulation alone could push America to 5% real GDP growth, and what the US government made SpaceX do to baby seals

"$40 billion budgeted for EV chargers - in four years they built seven chargers - seven"

"$30 billion to connect low-income rural areas to broadband - they connected a dozen homes - and they wouldn't let SpaceX be part of it"

"the US government made SpaceX kidnap baby seals, put headphones on them, and hire a baby seal psychiatrist to watch if they were emotionally distressed during a simulated rocket launch

multiply that by 10,000 and you see how regulations have been slowing us down"

bookmark & watch the full conversation ↓

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

US airforce has begun pummelling Ahvaz Iran many explosions are heard.

[Evan @StockMKTNewz]

$AMD SEES THE OVERALL COMPUTE MARKET REACHING $2 TRILLION BY 2030

[Evan @StockMKTNewz]

NVIDIA IS PREPAYING $1.5 BILLION TO A CHIP PACKAGING COMPANY MOST PEOPLE HAVE NEVER HEARD OF

Amkor Technology $AMKR announced a multi-year strategic partnership with NVIDIA $NVDA to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms.

Under the agreement, NVIDIA will prepay Amkor to help fund the expansion of its US advanced packaging capacity, part of a $1.5 billion multi-year development agreement.

The expansion specifically targets Amkor's Arizona facility, adding to its existing manufacturing footprint across Asia, part of a stated push to build full turnkey advanced packaging and test capability inside the US.

[CNBC @CNBC]

Trump says Saudi nuclear deal does not include enrichment, Riyadh must join Abraham Accords https://t.co/CcwI0DRU7H

[Atoms Not Bits @AtomsNotBits]

BREAKING: @Saronic has partnered with Samsung Heavy Industries to scale autonomous ship production in the United States, focusing on robotic shipyard automation and high-throughput manufacturing.

The partnership brings South Korean shipbuilding expertise into U.S. shipyards.

[Polymarket Money @PolymarketMoney]

JUST IN: Elon Musk declares AI will surpass human intelligence within five years adding “there won’t be anything AI can’t do better.”

[Exec Sum @exec_sum]

REPORT: South Koreans are getting richer more quickly than anyone else in the world🇰🇷

Average wealth per adult has surged 44% since 2020

[Geiger Capital @Geiger_Capital]

He loves tariffs. He can’t let them go.

[Exec Sum @exec_sum]

BREAKING: Vanderbilt will require standardized test scores starting with Fall 2029 applicants (today's high school sophomores)

The university will stay test optional for the next two undergraduate admissions cycles to make the transition easier

[Exec Sum @exec_sum]

NEWS: NYC officials began sending tax notices to owners of second homes worth more than $5 million ahead of its new tax on non-primary residences

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

The scale of the US airforce airlift to the Middle East is just massive today.

Somethings about to go down...