16 MARX

RAPPPER/SONGWHITER/SINGER
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[MrGrand @mrgrand_resmi]

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[Betci @Sosyalbetci]

Bir adam, kız arkadaşının oryantal dansına tepki olarak kapıyı yüzüne kapatıp oyun oynamaya devam etti

[Sally Stockholm @aiwithsally]

The AI revenue leaderboard is getting crowded.

$4B — Cursor
$2B — Scale
$2B — Mercor
$1.4B — Surge AI
$1B — Together AI
$800M — Fireworks
$760M — Lambda
$600M — Baseten
$525M — Replit

And then a growing club around the ~$500M mark:
Lovable, ElevenLabs, Perplexity, Manus, Cognition, Kling AI, Crusoe, Midjourney, Higgsfield, Lightning AI.

22 companies have now crossed a $500M+ revenue run rate.

Five years ago this list barely existed.

We're watching an entirely new generation of software giants being built in real time.

[16 MARX @IMARX_16]

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[16 MARX @IMARX_16]

@xreign_app

[XREIGN @xreign_app]

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[Trend BTC @trend_btc_app]

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[16 MARX @IMARX_16]

@krypto_hybrid Hoping to win

[ChainGPT @Chain_GPT]

A recent Stanford study found that only 31% of Americans trust the government to regulate AI responsibly.

As AI advances faster than policy, do you think governments need to regulate it more or less?

[Mario Nawfal @MarioNawfal]

🇮🇷🇺🇸 The new war's math problem: Iran can strike from a thousand points along its coast... The U.S. operates from roughly ten bases it can't hide.

That asymmetry is Larry Johnson's whole read of phase two.

Centcom's stated objective is destroying Iran's ability to touch shipping, but the launch sites are endless, rebuildable, and cheap, whack-a-mole with a thousand holes.

Iran's return targeting is the opposite: Jordan's two bases, Al Udeid, Al Dhafra, Bahrain, Kuwait, hit them nightly and the American ability to operate degrades with each round.

Add the munitions ledger, ATACMS out of production, THAAD interceptors half-spent in the war's first 40 days, Indo-Pacific commanders guarding their own stockpiles, and he thinks Washington runs out of gas first, within a week or two, before the begging for talks resumes.

The formal architecture confirmed it's a new war: Trump's notification to Congress restarted the 60-day clock, and Larry flags the next domino, Iran's parliament reconvening amid talk of NPT withdrawal.

On Pickax Mountain, Trump's newest named target, his assessment was flat: built to survive a nuclear blast, and a ground assault is a mission you don't come home from.

The ledger meanwhile: 80 MILLION barrels shipped out since the MOU, $6 billion minimum, paid in yuan.

@NewSonof

[XREIGN @xreign_app]

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[Mario Nawfal @MarioNawfal]

🚨🇮🇷🇺🇸 Washington named itself guardian of Hormuz and set a 20 PERCENT toll. The catch: the Navy may not have enough ships to collect it

Brandon Weichert ran the enforcement math cold. A real blockade means sealing the waterway around the clock, then detaining every intercepted vessel while the cordon holds, and the fleet doesn't have the hulls. No European, Indian, or Japanese ships are volunteering.

And the first time American guns open on a merchant hull, insurance markets and volatility start doing Tehran's work for free.

The map kept widening as we spoke.

Two Adnoc tankers took cruise missiles on the Omani side, one crew member reported killed, eight injured, while the IRGC broadcast live on the emergency channel that it was firing.

Axios added the political bombshell: Trump gave MBS backing for military action against the Houthis before the Sana'a strike.

Brandon's warning on that one was immediate: provoke the Houthis and they go after Saudi Arabia's Red Sea ports, the alternative to the alternative Riyadh spent the whole war building.

His new Substack maps the next front: the Gulf of Aden, with forces staging toward Somaliland to suppress Yemen's missiles.

The war, in his phrase, is expanding geometrically.

And Iran's strategy, as he reads it, needs no invasion at all: their allies sit on every chokepoint, and they'll keep closing doors until the price of staying is a depression.

@WeTheBrandon

[Chayakrit Krittanawong, MD, FACC, FSCAI @KrittanawongMD]

As a cardiologist, I've treated young people who had heart attacks after using cocaine at parties.

These drugs can be dangerous for your heart.

Patients often ask me about cannabis (marijuana or weed).

📄 We just published a paper showing that cannabis use is associated with an increased risk of heart attack and may trigger acute events—even in young adults with no traditional cardiovascular risk factors.

Why? Cannabis can:

🫀 Make the heart work harder (increasing oxygen demand)
🫁 Reduce oxygen delivery when smoked through carbon monoxide exposure
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🩸 Affect blood vessel function
🩹 Increase the risk of blood clots

📊 Key findings:

• Nearly 5× higher risk of heart attack in the first hour after use
• 25% higher heart attack risk with daily use

💬 If you use cannabis, discuss it openly with your doctor so you can make informed decisions about your cardiovascular health.

🔗 Read the full paper: https://t.co/HdKnJv4qht

#HeartHealth #Cannabis #Weed #marijuana

[16 MARX @IMARX_16]

@Bybit_Official Am all in on this, XRP

[Mario Nawfal @MarioNawfal]

https://t.co/iOt8OxUGRI

[Mario Nawfal @MarioNawfal]

Economist Jeffrey Currie says markets survived the first Iran energy shock and learned exactly the wrong lesson from it.

They think the system proved it could cope. In reality, the first shock emptied the reserves, stretched the refineries, and used up the very buffers now needed to survive the second.

And this time, the war is spreading.

Trump has reinstated the blockade on Iran, the MOU appears to be collapsing, and fighting has resumed.

The Houthis are firing missiles at Saudi, potentially opening another front in the Red Sea.

Yet oil markets are barely reacting, and Jeffrey thinks that's insane.

His argument is that investors have fallen for what he calls the "abundance illusion."

The first time Hormuz was disrupted, the catastrophe everyone expected didn't immediately arrive.

Oil kept moving, refineries kept running, and Western economies didn't suddenly grind to a halt, so markets learned a simple lesson: We've got plenty of energy.

Jeffrey says they completely misunderstood what happened.

Ships already inside the Gulf rushed their cargoes out, inventories were drained, strategic reserves absorbed part of the shock, and refineries were pushed to output levels few thought possible.

The system didn't prove it was resilient; it burned through its emergency buffers, and now round two is beginning.

There is another problem almost nobody is talking about.

You can store emergency crude oil, but there is no equivalent strategic reserve for the refined products people actually use, like diesel, gasoline, and jet fuel.

And while everyone is staring at a relatively calm crude price, diesel in New York Harbor is already around $140 a barrel, compared with roughly $85–$90 before the war.

That's where he thinks the real stress is showing.

Jeffrey thinks the first round was only the rehearsal.

And worse, it consumed the inventories, reserves, and spare capacity the world may desperately need to survive the real crisis.

@CommodMkt

[Nothing42 @NeoAikijutsu]

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