GAVIN WOLF

Breaking down tech, business & stocks.
Watching the platforms shaping the next decade.

[MLB @MLB]

BRADEN MONTGOMERY HITS A WALK-OFF HOMER IN HIS MAJOR LEAGUE DEBUT!

[GAVIN WOLF @gavinwolf_]

@FlameofeEAST @alojoh Yes because stocks are mutually exclusive… yikes

[GAVIN WOLF @gavinwolf_]

@alojoh ….

[GAVIN WOLF @gavinwolf_]

@Mistywater84477 @HeyZaraKhan https://t.co/mlkv90n7xo

[GAVIN WOLF @gavinwolf_]

@NilesUser255 @HeyZaraKhan https://t.co/mlkv90n7xo

[GAVIN WOLF @gavinwolf_]

@HeyZaraKhan For those interested https://t.co/mlkv90n7xo

[GAVIN WOLF @gavinwolf_]

4 million btc already has exposed public keys. quantum computing is not a future problem. the base layer moves slow by design. the builders who ship quantum resistant infrastructure now will look very smart very soon.

[SpaceX @SpaceX]

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

[GAVIN WOLF @gavinwolf_]

The absolute rinsing of retail when Anthropic & OpenAI go public will be something…

[Anthropic @AnthropicAI]

Amazon is also investing an additional $5 billion in Anthropic today, with up to $20 billion more in the future.

Read more: https://t.co/chesRLW7cV

[GAVIN WOLF @gavinwolf_]

$COIN

[GAVIN WOLF @gavinwolf_]

Massive innovation going on with x402….

[Cointelegraph @Cointelegraph]

🔥 TODAY: Coinbase's x402 launches Agent(.)market, an app store for AI agents to access services from dozens of major providers.

[Cointelegraph @Cointelegraph]

🔥 TODAY: Coinbase's x402 launches Agent(.)market, an app store for AI agents to access services from dozens of major providers.

[GAVIN WOLF @gavinwolf_]

$300 billion into startups in one quarter. 80% went to ai. four companies took 65% of all global vc. 🤯🤯🤯

[GAVIN WOLF @gavinwolf_]

meta just killed llama and went proprietary with muse spark. 16 agents thinking in parallel. benchmarks look strong.

but they openly admitted the agentic and coding gaps are real…

Zuck knows whoever wins the agent layer wins everything.

$META

[GAVIN WOLF @gavinwolf_]

@amitisinvesting Salesforce buying Anthropic? It would be vice versa at this point in the market

[GAVIN WOLF @gavinwolf_]

$META drops its first new AI model in years → market instantly forgets the lawsuits from 2 weeks ago.

Finally, actual AI progress getting priced into one of the fastest-growing large caps.

We need the ceasefire to become a full deal before the rest of the growth premium starts showing up.

Zuck cooked. Fundamentals starting to matter again.

[GAVIN WOLF @gavinwolf_]

@RandyWKirk1 Wrong. Tesla is up because of the SpaceX ipo news

[GAVIN WOLF @gavinwolf_]

The White House released its National AI Framework today:

This is what is happening….

And why YOU should care…

The administration says having 50 separate state AI laws creates a big problem and a messy patchwork that hurts innovation.

Their solution is one single federal standard applied nationwide.

They are urging Congress to:
• preempt and override state AI laws that add undue burdens
• create regulatory sandboxes where AI developers can test and experiment under relaxed rules
• make clear that training AI models on copyrighted material does not violate copyright law and leave those disputes to the courts instead of passing new rules
The goal is to lock in uniform national rules that cement American AI dominance rather than letting states create conflicting regulations.

These steps one nationwide federal standard, preempting messy state laws, regulatory sandboxes for free experimentation, and explicit protection for training AI on copyrighted material — are designed to cement the United States as the undisputed global leader in AI.

Instead of letting 50 discordant state rules slow everything down, this creates a single, innovation-friendly playing field that keeps America ahead of the world.