troar

🧐

[Numagera @numageracom]

In Nasdaqistan rn. Alive.
Field Reports, 2020 to today:

⚡️ Patient Zero, Mar 2020
Covid hit and they kept halting the entire market with circuit breakers. Welcome to the war!

⚡️ Retail Uprising, Jan 2021
Reddit infantry fixed bayonets and charged the hedge funds. Short squeezes, margin calls, panic in the command tents. Pure guerrilla stuff.

⚡️ Op Metamorphosis, Feb 2022
Meta dropped 26.4% in one session and vaporized about $230B. A quarter of an empire gone.

⚡️ The Long Win, 2022
Year-long grind: the Fed hiked, valuations bled out daily. Nasdaq closed the year down 33.1%, its worst since 2008. No big explosions, just slow blood loss every session.

⚡️ Yen Kamikaze, Aug 2024
The carry trade snapped. Went to bed fine, woke up to the front line gone.

⚡️ Op Deep Search, Jan 2025
Chinese DeepSeek shipped one model and took $NVDA down 17%. Chip index off 9.2%, Nasdaq down 3.1%.

⚡️ Op Liberation Day, April 2025
Carpet-bombed by tariffs. Then they paused the tariffs 90 days and Nasdaq ripped more than 12% in one session, its second-best day ever. Whiplash confirmed.

⚡️ Op Silicon Slaughter, June 2026
We are here. Too hot.

Remember us young.
Long live Nasdaqistan.

[Andy Hall @ahall_research]

The popular conversation around AI in America looks nothing like the narratives the elites are driving.

For our new research, we analyzed 25,000 TikTok and YouTube videos about AI---and watched thousands of them ourselves---to understand how Americans are encountering AI in their everyday lives.

Despite an elite conversation focused largely on backlash, AI videos embracing AI outnumber videos about resisting AI 3 to 1.

These "adopter" videos don't focus on the things elites talk about: they talk about funny memes and effects AI can help make and ways you can use AI to help you with your job search.

There is a significant and organized social media community focused on resisting AI, but surprisingly, it's not mainly about job loss, data centers, or existential risk. Instead, it's about creative theft and the erosion of human-made art. This has all the hallmarks of a genuine movement---with organized efforts to support human artists, to report AI-generated content, and to oppose the technology in the real world.

All in all, when we look past the efforts of the labs and the media to impose a top-down narrative around job loss and existential risk, we find everyday Americans having a far different and in many ways more "normal" conversation (@random_walker)---one in which AI offers immediate and personal opportunities and challenges all at the same time.

Check out the full research piece, which is loaded with interesting real example videos, here:

https://t.co/AbFTqM4g7e

[troar @imtroar]

Obv SOTA-models won’t be available to non-API users.

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.