cabrera

[Alex Albert @alexalbert__]

Using Opus 5.5 feels like hitting every green light on your drive home, drinking a cold glass of water when you're thirsty, and a hot shower after a long day.

It's super smart, it writes clearly, it's fast, and it costs way less. It's a very good model.

[Thariq @trq212]

Opus 5.5 is the result of your feedback.

It communicates clearly, it's cheaper per token than Opus 5.0 with the intelligence of Fable 5.1, it’s very token efficient and works across every effort level.

We're also increasing 5h rate limits & giving you a banked reset.

[Dan Bilzerian @DanBilzerian]

Who owns the media? (Updated)

-Social Media
Meta owns:
Facebook
Instagram
WhatsApp
Messenger
Threads
Oculus
Meta AI
Mark Zuckerberg (CEO/Chairman) controls Meta with 60.8% of the shareholder vote. He is jewish.

Alphabet owns:
Google
YouTube
Android
Gmail
Chrome
Nest
Fitbit
DeepMind
Gemini AI
Alphabet is controlled by Larry Page and Sergey Brin who have 52.7% of total voting power. They are both jewish

Tic Tok
U.S. algorithm and infrastructure is controlled by Oracle

Oracle was founded by Larry Ellison the largest shareholder, owning over 40% equity and the Executive Chairman. He is jewish
Safra Catz the Executive Vice Chairman is also jewish.

Hookup Apps

Match Group owns:
Tinder
Hinge
OkCupid
Match. com
Plenty of Fish
Meetic
OurTime
Was founded by Barry Diller who is jewish. The CEO Spencer Rascoff is jewish.

Grindr
Was founded by Joel Simkhai who is jewish
The CEO George Arison is jewish

Bumble
The founder and CEO Whitney Wolfe Herd is jewish

Porn

Onlyfans
Owned by Leonid Radvinsky who is jewish

Vixen Media Group owns:
Blacked
Blacked Raw
Vixen
Tushy
Deeper
Founded by Greg Lansky who is jewish

Aylo/MindGeek Owns/owned:
Pornhub
YouPorn
RedTube
Brazzers
Reality Kings
Digital Playground
Men. com
Solomon Friedman is the face owner of Aylo and he’s a jewish rabbi.

Gamma Entertainment owns:
Adult Time
Pure Taboo
Wicked
many other affiliate studios/platforms
Founded by Karl Bernard who is jewish

Movies/TV/News

Warner Brothers Discovery owns:
Warner Bros. Pictures
HBO
CNN
DC Studios
Cartoon Network
Discovery Channel
TNT
TBS
Max
Adult Swim
Animal Planet

Warner Brothers is run by David Zaslav(President and CEO) who is jewish

Disney owns:
ESPN
ABC
Marvel Studios
Lucasfilm
Pixar
20th Century Studios
Disney+
Hulu
National Geographic

Disney was run until March 2026 by Bob Iger who is jewish, now the CEO is Josh D’Amaro who isn’t jewish and the President & Chief Creative Officer is Dana Walden who is jewish

Paramount Global owns:
CBS
CBS News
CBS Sports
Paramount Pictures
Paramount Animation
MTV
Nickelodeon
Comedy Central
BET
VH1
CMT
Smithsonian Channel

Streaming/Premium:
Paramount+
Showtime

Major franchises/IP:
Top Gun
Mission: Impossible
Star Trek
South Park
SpongeBob SquarePants
Transformers
Teenage Mutant Ninja Turtles

Paramount Global was controlled by Sheri Redstone until it was acquired by Skydance in 2025. Larry Ellison and David Ellison(Chairman and CEO) own 77.5% of the Skydance voting Class A stock. All 3 of them are jewish.

Comcast owns:
NBCUniversal
NBC
Universal Pictures
Peacock
Telemundo
Sky
DreamWorks

Comcast was founded by Ralph Roberts who is jewish. Brian Roberts is the Chairman & CEO. He is also jewish.

Versant Media Group owns:
MSNBC
CNBC
USA Network
E!
SYFY
Oxygen
Golf Channel
Fandango
Rotten Tomatoes

Brian Roberts owns 100% of the class B voting shares of Versant. He is jewish.
Mark Lazarus the CEO & director of Versant is jewish

Amazon owns:
Amazon Prime
MGM Studios⁠
Twitch⁠
Audible⁠
IMDb⁠
Ring⁠
Alexa
Kindle

Amazon is run by Andy Jassy(President and CEO) who is jewish.

AI/Data Centers

OpenAI- develops advanced AI models like ChatGPT and Codex

Founded and run by Sam Altman(CEO) who is jewish

Anthropic- develops advanced AI models like Claude that reason, generate and analyze content, write code, and automate complex tasks.

Founded and run by Dario Amodei (CEO) and Daniela Amodei (President) who are both jewish

Palentir- develops AI for governments, militaries and intel agencies to integrate massive datasets to make operational decisions.

Founded by Alex Karp, Peter Thiel, Stephen Cohen and Joe Lonsdale, 3 of the 4 are jewish. Operated by Alex Karp (CEO) who is jewish.

Oracle- provides database, cloud, and enterprise software infrastructure that governments and businesses use to store, process & analyze data.

Founded by Larry Ellison the Executive Chairman, who is jewish.
Safra Catz the Executive Vice Chairman is also jewish.

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸 Apple with 2 billion+ users is hiring a Crypto stablecoin lead for Apple Pay.

This is absolutely massive.

[stark0xbt @stark0xbt]

Gavin Baker: "The Magnificent 7 will go from $10-12 trillion to $50-100 trillion. But one or two of them will go extinct."

His foundation-model survival list is short:

- Google — search-plus-Gemini flywheel
- Meta — Llama + ad-revenue self-funding
- xAI — X + Tesla data footprint

Anthropic, OpenAI, everyone else — Baker treats them as commoditized.

His FOMO warning: "Application SaaS is done. If you went all-in on crypto and SaaS in 2021, don't repeat the trade."

On AGI: "Elon says 3 years. I say 5 is safer."

On regulation: "The leading labs weaponized fear of China. There's going to be no regulation."

The math he keeps quoting: $12T → $100T is 8x. But 1-2 die means winners take 30-40% of the total, not 14%.

Baker's frame: no regulation + AGI in 5 years + Mag 7 8x = biggest enterprise-value transfer in market history is happening right now.

[NVIDIA @nvidia]

Welcome to Voyager.

From just 32 images of our campus, World Labs’ Atlas model created a new way for you to move through our park in real time, built on NVIDIA’s open platform, choosing where to go and what to see.

@theworldlabs, you made our home look good. 💚

[GREG ISENBERG @gregisenberg]

I just read what Zuck wrote about Muse connectors.

A few things I think this means:

1. We’re witnessing the agentification of consumer apps.

2. Zuck believes Muse reaching 100M+ users feels entirely possible.

3. Whoever you connect to becomes your new landlord, so pick carefully.

4. Connectors become the new app listings (valuable real estate).

5. Being early could be as valuable as being early to the App Store in 2009.

6. Meta sees what people want, which providers convert, and what users will pay. That gives it the power to rank connectors, charge for distribution, and launch competing services.

7. The opportunity map includes agent native APIs, connector agencies, SEO for agents, identity and reliability infrastructure, and vertical connector marketplaces.

8. We’re moving from humans choosing apps to agents choosing businesses.

9. Every business will need an agent strategy, just like every business needed a mobile strategy.

10. Kinda crazy to say but a 3 person API company could reach 10M+ users through one great connector.

11. Connectors could create an entirely new second-order economy. The biggest opportunity may be helping businesses distribute, price, and optimize their services for agents.

12. Your API becomes more important than your app. Weird to think about but true.

13. Zuck wants Muse to own the moment between wanting something and getting it. He is coming for the app economy. Will he win? Right now it's Instinct vs Muse vs Grokbot. TBD.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Elon Musk predicts AI will double US GDP growth next year.

[Claude @claudeai]

Projects now run from one conversation, starting in Claude Code. You describe what needs doing, and Claude directs parallel threads that keep working after you close your laptop.

In beta today for select Pro and Max users in cloud sessions; coming to all Claude users soon.

[Shay Boloor @StockSavvyShay]

Jensen Huang says $NVDA expects to sell roughly twice as many chips next year as it does this year.

At the same time he called AI safety “paramount” and said unsafe products should be held back.

[Mark Zuckerberg @finkd]

Last month I wrote about how we can build a positive and safe future for everyone: https://t.co/eoLGVY8yad

Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.

The reality is:

- People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned.

There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind.

- Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well.

Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built.

- Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators.

- Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well.

I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.

[Alexandr Wang @alexandr_wang]

we just launched invite codes in @Muse !

if your friends use your invite code when signing up, both of you get 🎉1 BILLION TOKENS EACH🎉 for up to 20 friends!

and if you invite all 20 friends, you’ll get early access to our newest features (like 📞☎️🤫 and more!)

[Heisenberg @Mr_Derivatives]

$NKE Tim Cook, yes Apple’s former CEO, that Tim, has been on Nike’s BoD since Nov 2005.

Within the last 9 months he made two separate purchases of NKE shares for over $4M with a basis around $54.50. This is not factoring whatever other shares he already owns prior.

So today at $36.30ish, you are getting in at a price that is 34% the discount to his last two purchase’s basis.

Ya he’s a multi billionaire so $4M is a drop in a bucket. I get it. But still.

If there’s any one thing we know about execs, especially execs (former) of his caliber, they hate losing.

This name will turnaround.

Eventually. Inevitably.

I hope.

[Brian Armstrong @brian_armstrong]

The esports era of Coinbase.

[Shay Boloor @StockSavvyShay]

Elon Musk says $SPCX could start putting $NVDA AI compute into orbit as soon as next year.

“I am highly confident that SpaceX will be launching Nvidia NVL72 AI computers in space next year.”

[DogeDesigner @cb_doge]

ELON MUSK: AI competitors should peer review each other’s models before release.

“I would recommend that we at least have some sort of informal weekly or biweekly call and that there’s maybe a week or two weeks of early access by competitors. This is why I think the incentives work, competing companies are likely to understand if something is a security risk and they’re not going to be shy about highlighting that their competitors’ models should be delayed in release.

The incentive structure does work quite well there. It’s similar to how the Motion Picture Association works as an industry group that decides how movies should be rated. That seems to have worked quite well. You really just have to ask the government to intervene if a company is doing something very dangerous and refuses to take action to reduce the danger.”

[Shay Boloor @StockSavvyShay]

Sam Altman says OpenAI plans to show an “impressive” humanoid robot demo in 2027.

The company is officially extending its AI ambitions into machines that can operate in the physical world.

[Shay Boloor @StockSavvyShay]

President Trump is calling AI data centers “the oil of the next 50 years” and says America cannot afford to push the buildout away.

He argues they can bring investment and wealth to local communities and warns the U.S. not to “kill the golden goose.”

[Shay Boloor @StockSavvyShay]

$NVDA is reportedly in talks to become an anchor investor in Anthropic’s IPO with a potential investment of up to $10B.

Anthropic is seeking to raise as much as $100B at a roughly $2T valuation which would make it the largest IPO in history.

[DogeDesigner @cb_doge]

BREAKING: SpaceX dominates U.S. national security launches as the Pentagon more than doubles its forecast from 151 to 337 missions.

SpaceX has won 38 of the 39 missions awarded through the first two order years, including 28 of 29 in the second year.

The Pentagon calls Falcon 9 and Falcon Heavy the NSSL “workhorse.” SpaceX also launched one reassigned mission just 41 days after receiving contractual authority.

SpaceX is not just leading this race. It looks a decade ahead of the competition. The company earned its dominance through unmatched speed, and reliability.