KCrypta 🧩

Idleness rusts the mind ⏳ Life is a game of arbitrage ⚖️ Investments || Macro || Opinions || Catching trends 📈 Space Econ - Digital Assets - Memetics 🎯

[Dividendology @dividendology]

This is the funniest chart.

It took Micron around 20 years to recover from the Dot Com Bubble-

And then they climbed by 900% in the last year.

[KCrypta 🧩 @kcrypta]

@AISafetyMemes This does not sound like progression would be halted. Also I could see a lot of pressure against it due to eg possible progress in areas like health & stuff

But yeah, it‘s almost impossible for anybody to keep up by now

[Marcos Agustín @marcosagusstinn]

Germany is the world’s greatest builder of industrial champions.

Germany alone accounts for roughly 46% of the world’s hidden champions — more than any other country.

Highly specialised, mostly mid-sized firms that rank among the top 3 globally in their niche markets or #1 in Europe.

These are not famous consumer brands. They are the companies producing the machines, components, tools, industrial systems and precision technologies behind global supply chains.

Even after the 2022 energy crisis and years of industrial pressure, Germany’s current-account surplus was still around 4.5% of GDP in 2025 — roughly €203 billion — the largest in the world after China.

This is why Germany became Europe’s strongest export economy: not only because of giants like BMW, Siemens or Volkswagen, but because thousands of specialised German firms became global leaders in extremely specific industrial markets.

[Chubby♨️ @kimmonismus]

Holy moly, Anthropic is getting very serious about recursive self-improvement!

One word: acceleration.

Insane blog article.

Tl;dr:

•We are close to an AI capable of fully autonomously designing and building its own successor

•They stress this isn’t here yet and isn’t inevitable, but could arrive sooner than most institutions are ready for

•Anthropic engineers now ship on average 8x as much code per quarter as they did in 2021–2025

•Task length AI can reliably complete is doubling roughly every 4 months (up from every 7 months)

•Opus 3 (Mar 2024) handled ~4-minute tasks; Sonnet 3.7 (a year later) ~90-minute tasks; Opus 4.6 (a year after that) 12-hour tasks

•SWE-bench went from low single digits to saturated in two years; CORE-bench (research reproduction) went ~20% to saturated in 15 months

•METR found Claude Mythos Preview could work “at least” 16 hours, at the top of what they can currently measure

•As of May 2026, Claude authored 80%+ of code merged into Anthropic’s codebase (low single digits before Claude Code launched in Feb 2025)

•A March 2026 poll of 130 research staff: median respondent estimated ~4x output with Mythos Preview

•One April 2026 example: Claude shipped 800+ fixes cutting a class of API errors 1,000x, work an engineer estimated would have taken a human four years

•Claude-written code quality: worse than human in late 2025, roughly at parity now, expected to be strictly better within the year

•On the hardest open-ended tasks, Claude’s success rate hit 76% in May 2026, up 50 points in six months

•Code-speedup test: Opus 4 averaged ~3x speedup (May 2025), Mythos Preview ~52x (April 2026); a skilled human needs 4–8 hours to hit 4x

•In an AI-safety research project, Claude agents recovered 97% of a performance gap (vs ~23% for two human researchers in a week), over 800 compute-hours and ~$18K

•On picking the better “next step” in research sessions, the best model beat the human choice 51% (Nov 2025, Opus 4.5) rising to 64% (April 2026, Mythos Preview)

•Human comparative advantage, for now: research taste and judgment, i.e. choosing which problems matter and when an approach is a dead end

Three possible futures

•The trend stalls (S-curve), but today’s capabilities still diffuse widely; they consider this least likely

•Compounding efficiency gains, with humans still setting direction; 100-person firms doing the work of 10,000+; they think this is the likely path

•Full recursive self-improvement, where AI builds its successors and pace is set by compute; the alignment outcome here is what they’re least certain about

[Anthropic @AnthropicAI]

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.

It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx

[Andrew Curran @AndrewCurran_]

Goldman Sachs projects SpaceX's AI revenue to rise from $3.2B to $322B(!) by 2030. Compute-as-a-service making up a large part of it I'm sure.

Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B. Reporting by Financial Times.

[KCrypta 🧩 @kcrypta]

And I see bearish $RKLB posts

enjoy the ride or stay sidelined

[*Walter Bloomberg @DeItaone]

GOLDMAN SACHS EXPECTS SPACEX’S AI REVENUE TO SURGE 100 TIMES BY 2030

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[TheStockGuy @TheStockGuyTV]

Every stock you don't own looks like this right now

[*Walter Bloomberg @DeItaone]

*QUANTINUUM IPO IS SAID TO BE MORE THAN 20 TIMES OVERSUBSCRIBED

[KCrypta 🧩 @kcrypta]

Yeeep

https://t.co/KyWrVQsdqu

[Kalshi @Kalshi]

JUST IN: 50% chance Tesla and SpaceX merge within the next year

[KCrypta 🧩 @kcrypta]

Why do I read this every few days rn

Are we going to see $TSLA $SPCX merger rumors all day every day this year?

[Kalshi @Kalshi]

JUST IN: 70% chance Tesla and SpaceX merge within the next year

[KCrypta 🧩 @kcrypta]

$TSLA $SPCX

https://t.co/iRQxFforyf

[Kalshi @Kalshi]

JUST IN: 80% chance Tesla and SpaceX merge within the next year

[KCrypta 🧩 @kcrypta]

Chadbezos

[unusual_whales @unusual_whales]

Jeff Bezos: "If people want me to pay more billions, then let's have that debate, but don't pretend that that's gonna solve the problem. You could double the taxes I pay, and it's not gonna help that teacher in Queens.... Airbnb isn't causing high rents. What's really causing high rent is government intervention."

[Brian Sozzi @BrianSozzi]

Goldman Sachs sees Nvidia's sales increasing almost 4x by the end of 2029. Earnings almost 5x:

[*Walter Bloomberg @DeItaone]

STRIPE, VISA, MASTERCARD TO BACK NEW STABLECOIN PLATFORM - COINDESK

COINBASE ALSO MULLS BACKING NEW STABLECOIN PLATFORM

[KCrypta 🧩 @kcrypta]

No way

[Polymarket @Polymarket]

JUST IN: The EU’s €20 billion AI data center plan is reportedly facing delays and funding problems.

[KCrypta 🧩 @kcrypta]

Ayoo

[unusual_whales @unusual_whales]

By 2027, AI investment will exceed global military spending, per JPMorgan.

[DonAlt @DonAlt]

Why is crypto not going up while everything is?

Because a large majority of you cunts spent the last cycle promoting garbage negative sum meme coins to newcomers
Now those people hate crypto and your meme coin is worth zero regardless while some scamming cunt drives a new lambo

[Solid Intel 📡 @solidintel_x]

INTEL: Maersk, one of the world’s oldest shipping giants, suspends Strait of Hormuz transits as regional fighting worsens security, with rerouting costs adding over $500M per month

[Peter H. Diamandis, MD @PeterDiamandis]

Let be clear: The best way to learn AI is NOT a course. It is building something real, pick a problem. Pick a tool. Ship something. You will learn more in 90 days of building than a year of reading.

[KCrypta 🧩 @kcrypta]

sad truth

[DCinvestor @DCinvestor]

trillion dollar IPOs are a failure of the modern capitalist system