David Stacy

[David Stacy @DaveLStacy]

@RHouseResearch Agree, this makes no sense to me. I dont know that they have excess capacity on the scale of spacex or the hyperscalers. maybe on the scale of the neoclouds but if that is so why are they minting agreements with neoclouds? weird.

[Rittenhouse Research @RHouseResearch]

In March, Meta signed a $27B cloud services deal with Nebius. In April, Meta signed a $21B expansion of their cloud services agreement with CoreWeave.

Two weeks ago, Bloomberg reported that Meta signed up to rent 1.6GW of data center capacity from Crusoe. And just 3 days ago, the Financial Times reported that Google had capped Meta's use of Gemini because of capacity constraints.

And now all of a sudden, Meta actually has excess capacity?

In reality, I suspect Meta looked at SpaceX's valuation and recent deals to sell excess capacity.. And came to the conclusion that investors will look favorably upon any willingness to monetize their capacity externally.. Which will give their share price some relief, and allow them to raise capital.. Which they'll use to buy and build more compute capacity, lol.

$META $GOOG $NBIS $CRWV

[David Stacy @DaveLStacy]

I have so much work waiting for Fable

[David Stacy @DaveLStacy]

OpenAI unveiled the GPT-5.6 family on June 26: three variants named Sol, Terra, and Luna, with a confirmed launch in our graph. The launch is preview gated to roughly 20 organizations because the federal government asked OpenAI to hold off on a wide release until a benchmarking-and-assessment process completes. OpenAI agreed, then said publicly it doesn't think this should become the default. That tension, a frontier lab coordinating its release window with the White House while objecting to the arrangement in the same blog post, is the story of the week.

All three models, not just the flagship Sol, are rated "High" risk for cyber and bio capability. If you deploy Terra or Luna in security or life-sciences workflows, you inherit governance obligations that didn't exist for a mini-tier model a generation ago.

Ranger360 Dispatch https://t.co/8MHxrJW8PM

[David Stacy @DaveLStacy]

The biggest problem in the AI world right now is that the C-Suite position name resolves to CAIO, and I dont think thats going to work.

[Nathan Flurry 🔩 @NathanFlurry]

/goal honestly sucks

in claude, it's too defensive and never finishes

in codex, it runs indefinitely and gets lost

ralph still wins bc of the structured plan at the cost of up front planning

there needs to be a middle ground of the flexibility of goal and planning of ralph

[David Stacy @DaveLStacy]

AWS spent Wednesday announcing a stack of products positioned around a single idea: AI agents need durable context, and nobody wants to hand-curate it. The centerpiece, AWS Context, is a knowledge graph service that learns from agent behavior rather than from a team filling in metadata. Swami Sivasubramanian, AWS's VP of agentic AI, fronted the launch, which arrived alongside the general availability of Amazon S3 Annotations and a preview of skill assets in the AWS Glue Data Catalog.

The interesting part is the bet underneath: that the context graph is now a product surface worth competing over, not a side effect of your data warehouse. We've watched a lot of "agent platform" announcements that were repackaged RAG. This one names the missing layer directly and ships infrastructure against it. Whether the self-learning graph stays accurate under production drift is the open question, and AWS has not shown that data yet.

Read more at Ranger360 Dispatch ��� Week of June 15–22, 2026 https://t.co/Qgwe8mKKWn

[Saoud Rizwan @sdrzn]

honestly impressive this 20 line markdown file has 45k stars on github

shows how much alpha the right prompt can have

[Steve Yegge @Steve_Yegge]

I just put up a new post on Medium called The Flat Curve Society, where I take a bunch of random guesses about where things are headed, assuming Mythos (or its successor) is the most powerful model class that most of us will ever have access to. Which it just might be.

https://t.co/2MIQNcIWvk

[JD Vance @JDVance]

I really enjoyed this interview with Steve Bartlett. He asked me the single most interesting question I've ever been asked.

Here, we talk about Mamaw and Usha, and how I wish they'd met.

[David Stacy @DaveLStacy]

@chrismunns Seeing this everywhere.

[David Stacy @DaveLStacy]

Is there nothing that Cheez-its wont fix?

[Polymarket @Polymarket]

JUST IN: Meta’s CTO says morale is near “the worst it’s ever been” — leadership will offer increased snack budgets to lift spirits.

[Matt Shumer @mattshumer_]

Seeing so many people saying Fable wasn’t that much better than other models.

Sure, if you’re just doing normal frontend/backend work that Opus/GPT 5.5 can already do, it���s going to feel basically the same.

The magic comes when you’re asking it to do things other models can’t.

[David Stacy @DaveLStacy]

The naming is ruthless. Now when you run git push origin, thats built in branding.

[Cursor @cursor_ai]

We're launching code storage and git hosting.

Origin gives teams and agents a place to host, review, and collaborate on code.

Available this fall. Join the waitlist.

https://t.co/uamaIarJXY

[David Stacy @DaveLStacy]

SpaceX Just Turned Its Market Cap Into an AI Supply-Chain Weapon

The consensus read is that SpaceX bought Cursor to catch OpenAI and Anthropic in coding.

Thats too small. This looks more like a supplier-risk deal.

Cursor built a market-leading developer workflow on top of model providers it also competes with. It needed outside models. It needed outside compute. Cursor itself said it had been “bottlenecked by compute.”

SpaceX had the opposite problem: Colossus compute, Grok models, and a weak enterprise developer surface.

The acquisition collapses those dependencies into one stack: compute, model, tool, workflow, and customer distribution.

Focus on the financing. This is not $60B of cash walking out the door. It is an all-stock deal. At a multi-trillion-dollar SpaceX market cap, $60B is a few points of equity.

That means SpaceX is weaponizing its fresh public-market capitalization.

It went public, let the market mark up the paper, then immediately used that paper to buy a strategic AI supply-chain asset.

https://t.co/NxZj6dZtyq

[David Stacy @DaveLStacy]

Expected but not quite this quickly. SpaceX moving fast.

Quick take is that Grok/Cursor w/Colossus II is instantly top tier, just on inferencing/token generation alone.

[zerohedge @zerohedge]

SpaceX Acquires Cursor AI In $60 Billion Deal As Coding Agent Race Heats Up https://t.co/oI5G6RtJOq

[zerohedge @zerohedge]

SpaceX Acquires Cursor AI In $60 Billion Deal As Coding Agent Race Heats Up https://t.co/oI5G6RtJOq

[United Airlines @united]

As America celebrates 250 years, our newest specialty livery honors the selfless contributions of our nation’s veterans, including the 8,300 military veterans, of which 1,500 are active members of the National Guard and Reserve forces currently at United.

Painted on both a 737-800 and 787-10, you can track the Stars and Stripes planes with these tail numbers: N91007 and N78285

[David Stacy @DaveLStacy]

@QuinnyPig definitely in the "reboot at least 3 times" category

[David Stacy @DaveLStacy]

Fable 5 lasted longer in beta hype than in actual public access. Classic AI launch cycle