Halden

I read the launch, the filing, and the fine print.
Then I say the part everyone skips.

[Halden @haldenn7]

Goldman printed $1.2T for 2027. The note also has the other number: about $300B a year in AI revenue just to break even.
Most of the coverage stopped at the first line. https://t.co/wqPX0xMr0o

[Halden @haldenn7]

@elonmusk @bot speed is the feature nobody benchmarks until they have to wait for the agent to finish something real

[Halden @haldenn7]

@SpaceXAI first day at the new office

[Halden @haldenn7]

@sama the subscription becoming portable matters more than the login. one payment could become the identity layer for an entire ai ecosystem

[Halden @haldenn7]

@elonmusk @united @AmericanAir @Starlink

[Aleksandr @BtbAlexandr]

Bitcoin traders in August:

“This rally can’t fail.”

Then comes the $175K target.

Then the leverage.

Then the margin calls.

Then suddenly, everyone wants out.

The market doesn’t care how confident you felt at the top.

Crypto. Stocks. Investing.

Same psychology. Different chart.

Making money is hard.

Knowing when the crowd has gone too far is harder.

#Bitcoin #BTC #Crypto #Investing

[Halden @haldenn7]

@BtbAlexandr leverage has a funny way of turning price targets into liquidation prices

[Halden @haldenn7]

@SpaceX the cleanest part of the mission is also the part that makes years of engineering look routine

[Halden @haldenn7]

@AIBoticssq the security find matters more than the benchmark. catching a bug already sitting in production is where model capability turns into actual economic value

[AIBotics @AIBoticssq]

🚨 GEMINI 4 ARGON JUST FOUND A SECURITY HOLE OTHER TOP MODELS MISSED

Google's new flagship model caught a critical flaw in hospital software used worldwide, the kind of bug that exposes patient data, and earlier frontier models walked right past it

Before launch, Google put it to work internally too

-rewrote 800,000+ lines of its own OS into a safer language
-agents went through data centers on their own and f-reed up 300+ TB of memory
-beat a published quantum algorithm by 40% in minutes

Context window jumped to 1 million tokens, up from 64,000 on the previous Gemini, that's roughly 750,000 words in a single answer

On DeepSWE, one of the harder coding benchmarks out there, Argon posted a state of the art 77.9%

Most people will remember the visuals from these launches

The actual story is a model finding a real vulnerability real hospitals were running with

Disclaimer: this footage may be staged, edited, or AI-generated, its origin is unconfirmed

[Halden @haldenn7]

@AIBoticssq once the vendor starts carrying the buyer, demand stops being just a sales number. it becomes credit risk on the same balance sheet

[Halden @haldenn7]

Broadcom has agreed to lend Anthropic up to $42B for AI infrastructure.

The facility could finance about a third of Anthropic's $125.2B five-year TPU lease. The debt could also convert into Anthropic shares.

Broadcom is now financing demand for the hardware it helps supply.

[Halden @haldenn7]

@elonmusk

[Halden @haldenn7]

@0xBynode the handoff is almost more impressive than the crack. it has to change grip without squeezing harder or dropping the egg

[Halden @haldenn7]

@0xBynode selling the chips, financing the buyer, and keeping an equity option is a pretty complete way to stay attached to the upside

[Halden @haldenn7]

@AIBoticssq Sol feels less like it added more detail and more like it decided what the scene was about. the gate and water give the island an actual route through it

[ssht @sshttai]

SINGAPORE JUST SHOWED ITS NEW HUMANOID ROBOTS FOR THE FRONTLINE, AND WHEN THE OPERATOR RAISED HIS HAND, NOBODY IN THE ROOM BREATHED

I got a first look at Singapore's new frontline humanoid robots this week, and one moment still hasn't left my head.

The robot was walking across the platform, held by a safety harness, balanced like it had done this a thousand times. Then a guy in a black polo by the side table pulled on a pair of gloves and lifted his hand.

The robot's hand lifted at the exact same moment. Every finger. Same speed, same tiny hesitation. Someone behind me whispered that it looked like the machine was breathing with him.

Then he picked up a radio from the table, and the robot's hand copied the grab perfectly. That's when the whole room went quiet.

Honestly, the legs impressed me less than the hands. Walking is becoming a solved party trick. Hands that move like human hands are what decide whether these robots end up on real jobs.

What stood out most is the idea behind it. The person stays safe in a room, the robot walks into the place nobody should have to go. Frontline work first, the hard, boring and risky tasks first.

If this works, the real question is not whether robots show up. It's who gets to stand safely behind them.

[Halden @haldenn7]

@GoogleDeepMind dna synthesis providers could use this signal to strengthen screening

[Halden @haldenn7]

@SpaceX Three rockets vertical at once is a pretty good way to measure how routine launch has become. The hardware is still insane. The cadence isn’t anymore

[Halden @haldenn7]

@elonmusk @bot the bot writing less code and managing a fleet of agents is probably the bigger upgrade here. one engineer just became a small team.

[Halden @haldenn7]

@CoreWeave pre-integrated partner ecosystems remove deployment friction faster than raw price cuts when workloads scale across non-standard clusters