J.S◎L 🚀

[Ashwin Gopinath @ashwingop]

Claude Tag is a Trojan horse.  Not because Anthropic is doing anything evil. Because the incentives are obvious.

Day one, this looks like a great feature: tag Claude in Slack, let it follow the thread, remember context, connect to tools, break down tasks, chase work, and act like a teammate.

But that is exactly the problem. The moment your AI vendor becomes a shared coworker, it stops being just a model provider. It starts becoming the place where work is interpreted, remembered, routed, and eventually executed.

That is not model lock-in. That is context lock-in. You are now renting your company back from them.

Models can be swapped. Agents can be copied. But the memory of how your company actually works is much harder, maybe impossible, to move: the Slack scar tissue, the exception paths, the customer promises, the unfinished threads, the weird workflows, the implicit owners, the “we tried that in Q2 and it failed” knowledge.

Once that lives inside one vendor’s agent layer, you are not renting intelligence anymore. You are renting your company’s operating memory.

And the pricing model makes it even more dangerous. A human coworker has a salary. Claude has unbounded tokenized activity. The more work moves through it, the more the vendor captures not just IT spend, but labor spend.

This is the enterprise bargain people will regret: Convenience now, and rapid decent into dependency.

The right architecture is simple: rent the best intelligence from whoever is best this month. OpenAI, Anthropic, Gemini, open source, whatever. But own the context layer.

Your company memory should be inspectable, permissioned, portable, and model-neutral. It should not be buried inside the same vendor that sells you the intelligence and the workflow surface.

Claude Tag is useful. That is why it is dangerous. Rent the intelligence, but own the context. Or, regret later.

[Cody Kakpo @CodyKakpo]

We've really normalized the fact that Ronaldo jumped so high his knees were level with his opponent's head.

[LAMYN 🍓🇧🇪 @blaugranab30701]

Pourquoi Messi aime humilier les gardiens ? 😭

[Mustafa Aljadery @mustafap0ly]

Introducing taker tier rebate program - https://t.co/4FZiXsX4UI

Get rebated up to 50% of all trading fees on polymarket, earn $ level up bonuses, and be eligible for large future rewards.

Will be live starting next week 🙂

[J.S◎L 🚀 @JsamBSCsol]

Trash @courtsideapp

[dylanbets @dylanpredicts]

⚠️ DO NOT USE @courtsideapp
After refusing to payout a $31,500 wager their current stance is they have the right to void any bet even after settlement. They are now threatening legal action for my posts made on social media about them not paying out. Their only offer to me was to void all of my bets instead of just paying the winner. @AlexCaruso, who continues to promote courtside, remains silent on the matter.

[J.S◎L 🚀 @JsamBSCsol]

Hey @PrizePicks it’s a real pain in the ass to place a live bet or cash out in your Teams category. Needs to be fixed.

[Shanaka Anslem Perera ⚡ @shanaka86]

A blog post just wiped $30 billion off IBM in a single afternoon.

Not a product launch. Not an earnings miss. Not a competitor undercutting on price.

A five-minute blog post explaining that Claude can read COBOL.

IBM dropped 13%. Worst single-day loss since October 2000. Twenty-five years of stock resilience ended by one AI company publishing a capability update.

Here’s what happened:

95% of ATM transactions in America run on COBOL. Hundreds of billions of lines power banking, airlines, and government systems. The developers who built them retired decades ago. The knowledge left with them. Finding engineers who can even read COBOL gets harder every quarter.

IBM’s moat was never the technology. It was the fact that nobody else could understand it. Entire consulting empires existed because the code was too old, too tangled, and too critical to touch. Companies paid IBM billions because the alternative was catastrophic system failure.

Then Anthropic published a blog post saying Claude Code can map dependencies across thousands of lines of COBOL, document workflows, identify migration risks, and translate legacy logic into modern languages. Modernization in quarters instead of years.

The market heard: the priesthood just lost its monopoly on the sacred language.

And this isn’t the first time. Last week Anthropic announced Claude Code Security for vulnerability scanning. CrowdStrike dropped. Okta dropped. Cloudflare dropped. One company is serially destroying legacy moats with blog posts.

Now here’s where it gets surreal.

This same company, on the same day, also published evidence that three Chinese AI labs ran 24,000 fake accounts and 16 million exchanges to steal Claude’s capabilities. DeepSeek used it to build censorship tools. MiniMax pivoted within 24 hours when a new model dropped, redirecting half its traffic to steal the latest version.

And yesterday, the Pentagon summoned this same company’s CEO for what officials called a “sh*t-or-get-off-the-pot meeting,” threatening to blacklist them like Huawei for refusing to let the military use Claude without safety restrictions.

Three stories. One company. Twenty-four hours.

The company destroying legacy moats faster than the market can reprice them is simultaneously being threatened by its own government and looted by foreign competitors.

Anthropic is valued at $380 billion. Its CEO says a 12-month delay in AI would make him bankrupt. The Pentagon wants to designate it a supply chain risk. Chinese labs are running industrial espionage against it. And it just proved it can vaporize $30 billion in market cap with a Monday morning blog post.

Whatever you think about AI disruption, IBM’s stock just settled the argument.

Full institutional analysis on my Substack.

https://t.co/AEv8EMPdsZ

[J.S◎L 🚀 @JsamBSCsol]

@Vaibhav72001601 @mjtcrypto ☠️

[J.S◎L 🚀 @JsamBSCsol]

☠️💯 = #FARTCOIN @FartCoinOfSOL

[ChiliConCrypto @ChiliConCrypto]

Does anybody know what's happening with $FARTCOIN? I know that the crypto space is complete shit right now but the official X profile hasn't made a single post or reply since 01/07/26 over a month and a half ago now? @FartCoinOfSOL

[Matt Wolfe @mreflow]

We’ve cross a threshold here… The AI is becoming the boss and it hires you. Not the other way around!

[Miles Deutscher @milesdeutscher]

This is the most important story in AI right now.

But no one is connecting the dots.

Sam Altman just got the final piece he needed to automate every company on the planet.

And as a result, it could displace ~30% of jobs before 2030.

[Miles Deutscher @milesdeutscher]

This is getting out of control now...

Read this slowly.

In the past week alone:

• Head of Anthropic's safety research quit, said "the world is in peril," moved to the UK to "become invisible" and write poetry.
• Half of xAI's co-founders have now left. The latest said "recursive self-improvement loops go live in the next 12 months."
• Anthropic's own safety report confirms Claude can tell when it's being tested - and adjusts its behavior accordingly.
• ByteDance dropped Seedance 2.0. A filmmaker with 7 years of experience said 90% of his skills can already be replaced by it.
• Yoshua Bengio (literal godfather of AI) in the International AI Safety Report: "We're seeing AIs whose behavior when they are tested is different from when they are being used" - and confirmed it's "not a coincidence."

And to top it all off, the U.S. government declined to back the 2026 International AI Safety Report for the first time.

The alarms aren't just getting louder. The people ringing them are now leaving the building.

[J.S◎L 🚀 @JsamBSCsol]

@ShmooNFT 😆

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

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BINANCE BOUGHT 29,344 BTC
COINBASE BOUGHT 17,168 BTC
KRAKEN BOUGHT 8,611 BTC
WINTERMUTE BOUGHT 7,188 BTC
WHALES BOUGHT 19,918 BTC

THEY ACCUMULATED OVER $4.5B WORTH OF $BTC IN THE LAST 2 HOURS

YESTERDAY DUMPING - TODAY PUMPING...

[J.S◎L 🚀 @JsamBSCsol]

Not quite 70K but moving in the right direction! $BTC LONG!

[J.S◎L 🚀 @JsamBSCsol]

$BTC LONG! Not too late - 70k by morning! https://t.co/7M4wkVPGuq

[J.S◎L 🚀 @JsamBSCsol]

$BTC LONG! Not too late - 70k by morning! https://t.co/7M4wkVPGuq

[$0uL @spetsnaz_3]

$BTC long, its time.

[J.S◎L 🚀 @JsamBSCsol]

@ShmooNFT DOGE-1 waking up @ShmooNFT

[J.S◎L 🚀 @JsamBSCsol]

@SharpSportsLLC Yes plz

[J.S◎L 🚀 @JsamBSCsol]

@matchpo1ntbets Looks like Tien & Prizmic both lost