nochii

conviction is king

[Michael Saylor @saylor]

Get out of ₿ed.

[nochii @itsnochii_]

Why would Saylor buy more BTC on the market when he can just pump up STRC/K to just print free satoshis?

Easy money printer

[nochii @itsnochii_]

@FabianoSolana @inversebrah

[Ansem 🐂🀄️ @blknoiz06]

until death, all defeat is psychological

[nochii @itsnochii_]

Who would’ve ever thought that this cycles PVP would be Coinbase vs Robinhood and the winner is ETH 🤔

Institutional cycle type shit

[Mike Solana @micsolana]

"the data center people are lowering our property taxes"

*panting*

"they're offering us millions more for our property than it's worth"

*shaking, crying*

"they're curing cancer"

[nochii @itsnochii_]

1) what

[Perplexity @perplexity_ai]

Grok 4.6 is now available in Perplexity and Perplexity Computer.

On WANDR, it sits on the Pareto frontier of performance and efficiency, matching Fable 5 results at over 60% lower cost.

[JT @jiratickets]

codex + 10,000 coffees no lunch and stage four AI psychosis

[nochii @itsnochii_]

Billions will think 🤔

[nochii @itsnochii_]

The cycle returns

Sun - Tues: Dump

Tuesday night Turnaround

Wed - Fri / Sat: Pump

Play the game accordingly

[nochii @itsnochii_]

Did not have Meta’s models overtaking Google’s on my bingo card for this year 😭

[Mark Zuckerberg @finkd]

Releasing Muse Code in beta today. It's a terminal coding agent that takes on complete software engineering tasks across large repos: planning changes, writing code, validating the results. Powered by Muse Spark 1.2, a coding-focused model update.

[nochii @itsnochii_]

Right shoulder

[Frank @frankdegods]

It's finally starting to feel like the trade is genuinely over.

I'm not expecting a V-shaped recovery just based on fundamentals. The pressure now is clearly on the frontier labs to deliver step change level of model improvement, which is becoming increasingly difficult to imagine.

After that, it's on the Hyperscalers to start generating ROI on their spend. The only path that makes sense, the lower things go, is reducing headcount due to "AI efficiency".

These two narratives are on a collision course and seem like the only path out of this hole for the overall AI trade to see new highs.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Gavin Baker @GavinSBaker]

Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that was also token efficient unlike Kimi K3 which is 50-70% more expensive to run than GPT 5.6 per Artificial Analysis.

Rationale:

A world where there are only 2-3 dominant frontier labs with 90% inference margins is net negative for every other layer while being awesome for those 2-3 labs. Those labs would become monopsonies for power, data centers, semiconductors and hyperscalers and would obviously vertically integrate over time into all those layers while also completely subsuming the application/software layers. 

Anything that lowers margins and increases competition at the model layer is good for every other AI layer: power, semiconductors, hyperscalers, neoclouds and yes even software.

This is why Jensen is so supportive of open-source. An open-source model requires the *exact* same amount of compute to run as a closed frontier model of similar size and architecture. Kimi K3 is roughly the same price as GPT 5.6 Terra on a per token basis, which actually suggests that it is less computationally efficient as I am sure that GPT 5.6 is priced to a higher margin than K3. And given that K3 is a token wastrel, i.e. token inefficient, it is significantly more expensive per task than GPT 5.6 and Grok 4.5, which are much more token efficient. Cost per token and token efficiency (i.e. intelligence density per token) are the drivers of intelligence per unit of cost. The winning AI companies will be those that offer the most intelligence per $ over time.

Lower margin % at the model layer = more margin $ at every part of the infrastructure layer and is a godsend for software. This can happen either through open-source models like K3 at the frontier *or* having a vertically integrated model company like Meta, SpaceX or Google at the frontier. Both outcomes result in a lower margin % at the model layer as vertically integrated model companies don’t really care where the margin $ come from. This is why it was so painful for OpenAI and Anthropic when Google was right there with them from a model competitiveness perspective and why Grok 4.5 and Muse 1.1 were just as important as Kimi K3.

The reason Kimi K3 is only *potentially* negative for Anthropic and OpenAI is 1) the @ericvishria point that the Claude and ChatGPT products and harnesses may be more important than their models today and 2) the hypothesis that they have much more advanced model checkpoints internally that are already being used for RSI. In the latter scenario, reaching RSI even a few months ahead of other labs might be enough to cement a permanent lead.

Time will tell on both points. And likely fairly quickly.

Caveat would be that since Kimi K3 is not token efficient and thereby actually more expensive than ChatGPT 5.6, we may need to see a more token efficient open-source model at the frontier or see Grok 5/Composer 4/Muse 2 at multiple points on the Pareto frontier for this potential risk to Anthropic and OpenAI to play out. And I am sure they will both vertically integrate as quickly as possible while continuing the product/harness strength they have shown over the last 8 months.

[nochii @itsnochii_]

Robinhood chain is THE meme chain. There’s no denying it

Love solana forever but it’s gonna be a tough competition

[Elon Musk @elonmusk]

@ThomasAlxDmy You don’t seem to understand that SpaceX will be worth more than the rest of Earth if we accomplish our goals

[nochii @itsnochii_]

Mark back on X to announce a new opus level model may be one of the most insane things to have happened in 2026

Can’t believe I wrote that

[Mark Zuckerberg @finkd]

(1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.

[nochii @itsnochii_]

Genuinely sick and useful for the masses

[AI at Meta @AIatMeta]

Muse Spark 1.1 also excels in perception and multimodal reasoning, inspecting visual and audio inputs, preserving details across long workflows, and acting on them in real execution environments. It shows particular strengths in visual-to-code generation, rich image/video captioning, and agentic computer use.

In this demo, using video shot from a smartphone, Muse Spark 1.1 extracts useful photos and reasons about the product to operate a user's browser and make a Facebook Marketplace listing on the user's behalf.

[Spencer Pratt @spencerpratt]

In a world of takers, be a maker. 🇺🇸🇺🇸🇺🇸

[0xSero @0xSero]

Almost 1000 signups to protect our right to intelligence in 24 hours, we are not slowing down.

10,000 is the goal. If you think that it’s a waste of time to do things the tried and true way then your lunch will be eaten.

https://t.co/lIMUMvHUpK