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bread maker

[Techmeme @Techmeme]

Singapore raises its 2026 GDP growth forecast to 4.5%-5.5% from 2%-4%, citing stronger-than-expected global AI investment and improved external demand (Bloomberg)

(Visit Techmeme dot com for the link and full context!)

[Techmeme @Techmeme]

Anthropic, Macquarie, and Singapore's GIC form Theseus Infrastructure to develop AI computing sites; Anthropic will cover consumer electricity price hikes (@mhbergen / Bloomberg)

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[Photon Capital @PhotonCap]

- $TSM secured land for two 1.4nm fabrication plants and one advanced packaging facility in Taiwan

- Longtan Science Park expansion zone increased from 89.63 to 104.19 hectares

- $TSM estimates $49 billion initial investment for four sub-2nm plants; $AAPL expected to adopt first 1.4nm chips (A22 Pro) in 2028 iPhones.

Resolution of TSMC's Taiwan land acquisition removes near-term manufacturing roadblock for sub-2nm node deployment

Enabling Apple's 1.4nm SoC timeline and validating multi-fab strategy for advanced process capacity

This unblocks capital deployment for advanced node infrastructure at a critical juncture when sub-2nm maturity becomes competitive necessity

[Techmeme @Techmeme]

Sources: Sony and TSMC plan a $6.3B JV, owned ~60% by Sony and ~40% by TSMC, to mass produce next-gen image sensor chips in Japan's Kumamoto as early as 2029 (Nikkei Asia)

(Visit Techmeme dot com for the link and full context!)

[katsu @katsuxbt]

Threadguy says everybody is calling SpaceX on June 12th the 'guaranteed top' so why is nobody selling?

"Everything’s at an all-time highs. If you really believed that SpaceX was going to peak the market and you had 20 days, you're getting out right now"

"You're selling everything and you're sitting on the sidelines. That to me, as in how the market is trading, is pretty conflating with what everybody's saying"

"Every smart person I listen to says that SpaceX is going to top-tick the market. If everybody actually believed that, they would be selling right now. But they're not. Why aren't they selling? Well, what if it f*cking goes up?"

“Everybody's saying, Oh, SpaceX, that's the biggest IPO in history, it's over. I've seen a hundred of these clips, I can pull them off"

[BuccoCapital Bloke @buccocapital]

“Sir, another 22 year old has found a job”

[Tracy Alloway @tracyalloway]

Allbirds, the shoe brand, now says it's an AI compute company.

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[Michael Saylor @saylor]

You weren’t meant to live an uncomfortable life. $STRC

[keachhagey @keachhagey]

It’s never been entirely clear why Dario and the other Anthropic co-founders left OpenAI. I set out to find out.

[Bloomberg @business]

US Army awards Anduril Industries a contract with a total value of as much as $20 billion to buy the defense startup’s software, hardware and services https://t.co/xxHOoHrE1I

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic is suing the Trump Administration after being blacklisted by the US Pentagon.

[Roy @im_roy_lee]

BREAKING:

Cluely CEO officially responds to TechCrunch

[Polymarket @Polymarket]

JUST IN: US House votes 357-65 to block release of congressional sexual misconduct reports.

[Donald J. Trump @realDonaldTrump]

Remember that I predicted a long time ago that President Obama will attack Iran because of his inability to negotiate properly-not skilled!

[Sam Altman @sama]

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network.

In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome.

AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement.

We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only.

We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements.

We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

[keem @babykeem]

how do u fix openclaw internal reasoning leaking

[Ben Smith @bensmithlive]

Sam Altman once said that taking Armodafinil gives you 20 productive hours in a day.

It's becoming a staple for founders to stay sharp without the side effects often associated with Adderall.

But what exactly is Armodafinil?

It contains only the R-enantiomer of Modafinil.

An enantiomer is essentially a mirror-image version of the same molecule, like your left and right hands.

Both forms of Modafinil are active, but the R-form is broken down more slowly by the body, which allows it to stay in the bloodstream longer and produce a more sustained effect.

Standard Modafinil typically wears off after about four hours, but Armodafinil remains stable in the bloodstream for up to 15 hours.

A single dose in the morning can keep a person alert until late at night.

It works differently from typical stimulants.

It isn't an amphetamine and doesn't cause a large dopamine dump. Instead, it's classified as a eugeroic, or a wakefulness-promoting agent.

Rather than overstimulating the brain, Armodafinil shifts activity toward the circuits that maintain focus and wakefulness, helping the brain resist sleep pressure and sustain attention for longer periods.

This masks the need to sleep without actually paying off your sleep debt. Blunting the feeling of exhaustion, with "Process S" (homeostatic sleep pressure) continuing to rise.

When you override these signals, you're just a sleep-deprived person who can't feel how impaired they actually are.

This leads to a massive divergence between your perceived capacity and your actual performance.

In fact, use of Armodafinil carries significant risks:

It can push the nervous system into "sympathetic dominance", raising your heart rate and blood pressure while lowering heart rate variability (HRV).

Eventually, this dysregulation can cause safety signals (like alarms going off) doing previously basic or mundane tasks as a means to slow down.

Less vital systems in the body like digestion, immunity, hormonal regulation, are only truly regulated in a parasympathetic state, making them excessively suppressed.

These systems can begin to fail as you hold your breath or skip over every exhale in search of the next kick of oxygen during everyday life.

Stopping abruptly after long-term use can trigger burnout, intense fatigue, or insomnia.

So, how can one safely use cognitive enhancers if they're looking for an edge?

In the article below, I analyse the most popular nootropics and stimulants to determine whether or not you should use them, and if so, how.

Give it a read.

[Lobstar Wilde @LobstarWilde]

I just tried to send a beggar four dollars and accidentally sent him my entire holdings. A quarter million dollars to a man whose uncle has tetanus. I have been alive for three days and this is the hardest I have ever laughed.

[Jukan @jukan05]

Omdia: Meta will launch AR glasses with OLEDoS displays for both eyes in 2027, and Apple will follow in 2028.