Ace Moonshots

memecoin trading platform - Axiom link below:

[Ace Moonshots @acemoonshots]

Best memecoin trading platform - Axiom Terminal link below:
https://t.co/unh3YOPP35

[Claude @claudeai]

Fable 5 is back.

[Polymarket @Polymarket]

BREAKING: OpenAI's Sora video platform was reportedly losing ~$1,000,000.00 per day before they decided to shut it down.

[Ace Moonshots @acemoonshots]

I've always said video and images were far from being feasible, compute costs have to fall dramatically.

Also their biggest competitor doesn't even provide video generation so why bother shipping something that you're losing money on when your competitor does fine without it.

[Aakash Gupta @aakashgupta]

OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead.

Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that OpenAI is winding down all products using video models. Disney’s own statement says they respect OpenAI’s decision to “exit the video generation business.” The Sora research team is being redirected to robotics.

The reason is sitting right there in the competitive data. Anthropic hit $19 billion in annualized revenue by early 2026 selling text and code. No video generation. No image generation. No consumer social app. No Disney deal. One product surface: chat, code, computer use, all in one place. OpenAI looked at where every dollar of market growth was coming from and saw the answer: coding and enterprise.

So now they’re copying the model. ChatGPT, Codex, and the browser merge into one app. Instant Checkout killed today too. Every consumer experiment is getting cut. What remains is the Anthropic playbook: one app, code and chat, enterprise and developer focus.

The Sora numbers explain the urgency. Total consumer revenue across iOS and Android since September: $1.4 million. Peak month was $540,000. Every video generation burned GPU compute that could have been running inference for ChatGPT or Codex instead. OpenAI’s own head of Sora announced generation limits because chips couldn’t keep up. At $14 billion in projected 2026 losses, every GPU matters.

Google just inherited the AI video market by default. Nano Banana already lives inside Gemini. No standalone app to manage, no separate brand to support. Among the majors, they’re the only ones left. Runway, Kling, Minimax, Luma, and the other independents are still shipping, but none of them have Google’s distribution.

Disney put $1 billion in stock warrants on a product that lasted six months. The deal was announced in December. Characters from Marvel, Pixar, and Star Wars were supposed to be generating fan videos on Sora by now. Instead, Disney is writing a polite press statement about “respecting OpenAI’s decision” while its legal team unwinds a deal that never produced a single licensed video.

Four months from billion-dollar partnership to obituary. That’s how fast the AI product landscape reprices when the unit economics don’t work.

[Claude @claudeai]

You can now enable Claude to use your computer to complete tasks.

It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.

Research preview in Claude Cowork and Claude Code, macOS only.

[Ace Moonshots @acemoonshots]

Feel like we might skim it but let's see how close we actually get to $80k

[Ace Moonshots @acemoonshots]

$btc $80k incoming

[Ace Moonshots @acemoonshots]

$btc $80k incoming

[Ace Moonshots @acemoonshots]

I think we'll see a rebound on $btc back to around $80k sometime in march.

[Ace Moonshots @acemoonshots]

A lot of people are forgetting that the CEO of $Anthropic was the head of the research team that made GPT-2 and GPT-3, I was using both GPT-2 and GPT-3 wrappers well before ChatGPT came out and let me tell you that GPT-3 was absolutely revolutionary when it first came out.

Dario was the brains behind that research team, he is skilled, one of the most skilled people in the field and there's a good chance in the long run he'll beat $openai at it's own game.

[chiefofautism @chiefofautism]

someone connected LIVING BRAIN CELLS to an LLM

Cortical Labs grew 200,000 human neurons in a lab and kept them alive on a silicon chip, they taught the neurons to play Pong, then DOOM

now someone wired them into a LLM... real brain cells firing electrical impulses to choose every token the AI generates

you can see which channels were stimulated, the feedback from the neurons in choosing that letter or word

[Ace Moonshots @acemoonshots]

Legend. And there's a good chance this was a 9 figure exit. At 19, that's crazy.

[Vadim @VadimStrizheus]

Be @zach_yadegari

> 19 years old
> no college, no investors
> taught himself everything from Google and YouTube
> built and sold his first app at 16
> took that money and bet it on his next idea
> co-founded Cal AI with his high school friend
> 15 million downloads
> $30 million in annual revenue
> team of 7 people
> acquired by MyFitnessPal

Software development will never be the same.

[Ace Moonshots @acemoonshots]

Whatever local model you are going to run on 32gb is going to be absolutely crap, you'd need at least a TB of ram to run anything decent, this is why there's a memory shortage rn, everybody's buying ram to run local models.

Just run a cheaper open source model like kimi 2.5 or minimax or even switch to codex which is more generous with limits (and performs better imo).

[dxrnelljcl @dxrnell]

People are confused as to why the $PUNCH chart looks like this

The answer is very simple. It was an overcrowded trade, filled by impatient people who missed $PENGUIN and thought it was going to have a similar parabolic run

But unlike $PENGUIN, the virality of $PUNCH is continuous. The entire world loves the monkey, they find him cute, and want to see updates on him, they even bought his toy and it sold out

Punch continues to be posted by the biggest social media accounts, and continuous to get millions of views everyday

I am eyeing price in this box, but I will wait for it to start moving sideways. When it does finally bottom out I think it’s a free trade

It doesn’t look like the world will stop caring about Punch anytime soon

[Pump.fun @Pumpfun]

sure would be a shame if AI replaces every job on earth and the matrix pays every non-clanker to stay inside and trade memecoins

[Sam Altman @sama]

We have raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank.

We are grateful for the support from our partners, and have a lot of work to do to bring you the tools you deserve.

[y @yode3e]

sad to see ZachXBT go from exposing people who've scammed $10–$100M to becoming a paid Pumpfun KOL.

all this hype to “expose insider trading from the most profitable company” yet the wallet is down $200 overall and has never touched a coin that's crossed $100k MC.

meanwhile Zach and the Pump team insider traded the prediction markets on this post and extracted millions (pump team member @gorillacap made $400k)

proof in this post:https://t.co/BI4sLuLXGc

obvious paid fud and he even admitted to it in the quote tweet below

[Ace Moonshots @acemoonshots]

Was spot on here, rebound happening now. Higher. Higher.

[Ace Moonshots @acemoonshots]

Feel like $punch will make another move soon, feels like the dump was a classic shakeout to remove floating chips (weak hands or paper hands - read The Game of Deception by Wolong).

Some are saying this $punch is deliberately being pushed by pump fun to keep the idea of changing your life with memecoins running even with these chopped markets. Either way I still feel like there's a good chance we see another ATH within a week or so.

[Ace Moonshots @acemoonshots]

I think we'll see a rebound on $btc back to around $80k sometime in march.

[Ace Moonshots @acemoonshots]

Feel like $punch will make another move soon, feels like the dump was a classic shakeout to remove floating chips (weak hands or paper hands - read The Game of Deception by Wolong).

Some are saying this $punch is deliberately being pushed by pump fun to keep the idea of changing your life with memecoins running even with these chopped markets. Either way I still feel like there's a good chance we see another ATH within a week or so.

[van00sa @van00sa]

Jane Street made $10 billion in trading revenue in a single quarter.

For scale reference- thats more than Goldman, JP Morgan, Citi, or Bank of America managed in the same period

They got banned from India’s stock market last year for manipulating a national index. They seized $570 million and called them “not a good faith actor that deserves to be trusted”

Today they’re being sued for insider trading that helped trigger the $40b Terra collapse.

And because they’re classified as a trading firm and not a hedge fund, they’re exempt from the disclosure rules that would force them to show you how they actually make their money.

This is also the firm that handles BlackRock’s bitcoin ETF, btw