Atlassian's CEO after firing the engineer who built their $1.79B infrastructure and the guy released a 38-minute breakdown of everything he built, free for anyone to copy
The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%
Jensen is now calling for these 3 companies to squeeze in 2026:
$NOW at $90
$CRWV at $114
$IREN at $60
These names are most likely the next 10x setups.
Don’t miss out…
Claude for Excel, PowerPoint, and Word are now generally available, and Claude for Outlook is in public beta.
As Claude moves between your Microsoft apps, it carries the full context of your conversation.
Americans love their Canadian brothers and sisters. They are the greatest allies, friends, and neighbors any country could have. So proud of Buffalo Sabres fans. 🇺🇸🇨🇦
#canada#sabres
Mark Cuban sold Broadcast dot com to Yahoo for $5.7 billion in 1999.
He spotted the internet wealth transfer before most people had email. This time he quietly called the next one.
“33 million companies in this country. No AI budgets. No AI experts.”
Read that twice.
He’s not talking about startups. He’s talking about the dentist with three locations. The freight broker in Memphis. The family manufacturer running on spreadsheets from 2011.
They’ve heard of ChatGPT. That’s where it ends.
For twenty years, software worked like a landlord. One product, millions of tenants, everyone pays rent and nobody gets to move the walls.
AI flips the lease. The product can finally shape itself around the business instead of the other way around.
Which opens a door nobody is talking about.
Someone has to walk into these 33 million companies and do the work. Sit across from a 62-year-old owner, understand how his invoices move, hand him back a system that saves him 15 hours a week.
That person is not going to come from OpenAI.
Every smart 22-year-old right now is sprinting toward the same five labs. Cuban is pointing at the empty chairs in every other room.
Here’s the arbitrage: you don’t need to train a model. You need to know one industry cold and speak fluent AI.
The last time this setup existed was 1999. Every small business needed a website and almost nobody local knew how to build one. The operators who figured out dentists, restaurants, and contractors built agencies that printed money for a decade.
This time the ceiling is ten times higher.
33 million companies. A handful of people who can help them. The math does the rest.
Cuban saw the gap first. Whoever moves next owns the decade.
ANTHROPIC ENGINEER DROPPED A 14-MINUTE GUIDE.
This is the fastest way to understand how real agents are built.
Bookmark this for the weekend.
14 minutes.
Real architecture.
No fluff.
What actually works.
Agents → Structure → Tools → Execution → Systems → Money
RAG is broken and nobody's talking about it.
Stanford researchers exposed the fatal flaw killing every "AI that reads your docs" product in existence.
It’s called "Semantic Collapse," and it happens the second your knowledge base hits critical mass. If you've noticed your AI getting "dumber" as you add more data, this is exactly why.
Right now, companies are dumping thousands of documents into their AI, thinking it’s getting smarter.
When you add a document to RAG, it converts it into a high-dimensional vector.
Under 10,000 documents, this works perfectly. Similar concepts cluster together.
But past 10,000 documents, the space fills up. The clusters overlap. The distances compress.
Everything starts to look "relevant."
It is a mathematical law called the Curse of Dimensionality. In a 1000-dimensional space, 99.9% of your data lives on the outer edge. All points become equidistant from each other.
That perfect, relevant document you are looking for now has the exact same mathematical similarity as 50 completely irrelevant ones.
The Stanford findings are brutal:
At 50,000 documents, precision drops by 87%. Semantic search actually becomes worse than old-school keyword search.
Adding more context doesn’t fix the AI. It makes the hallucinations worse.
Your "nearest neighbor" search isn't finding the best answer anymore. It's finding everyone.
We thought RAG solved hallucinations.
It didn't. It just hid them behind math.
I was sitting front row at Sun Valley in 1999 when Jeff Bezos made his presentation. 👇🏼
Wall Street said Amazon was a ridiculously overpriced bookstore. Bezos explained he was selling books to reverse engineer warehouse locations — same size, same weight, easy to ship.
A trojan horse for everything else.
I wrote copious notes. I have to buy this.
The next speaker was Warren Buffett.
He said — wonderful young man, Jeff Bezos.
But can you believe Amazon is worth more than Sears Roebuck with almost no bricks and mortar?
I'm a Buffett disciple. I ripped up my notes and threw them in the garbage.
Sears Roebuck is out of business.
$10,000 into Amazon that day? $16.5 million this morning.
Through eight periods where it dropped 50%. One period where it dropped 90%.
You just had to hold it.
Here's why I'm telling you this: I think we are in 1996 for AI.
Volatility. Uncertainty. Naysayers everywhere.
I'm buying anyway.
I never broke character on SNL. I knew how much time the writers put into those scripts. You don’t want to be the one who throws it off.
Lorne doesn’t like when the cast breaks. Even if the audience laughs, it doesn't work for the sketch.
If I could get through the Chippendales sketch, I could get through anything.
Much love and respect to packer nation supporting us and me the past 2 years! It has been awesome upholding the standard for the green and gold 🧀. It has been more than a blessing and i will never forget my time here and the relationships I made! Fins Up 🐬
Matthew 6:33-34
But seek ye first the kingdom of God, and his righteousness; and all these things shall be added unto you.
Anthropic said no to the Pentagon.
Now Sam Altman is backing them:
"For all the differences I have with Anthropic, I mostly trust them as a company and I think they really do care about safety."
OpenAI and Anthropic both drawing the same line.
This is a big deal.
I honestly don't understand how anyone can watch and listen to Alysa Liu and still pretend that non-white immigrants/children of immigrants can't be truly American. She is a quintessential American girl, right down to her hair toss when she finished her routine, and it's awesome.