AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK
amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed
the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb
amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload
a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months
install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request
bookmark this and read the article below
BREAKING: Philippine Foreign Affairs:
Iran will allow safe, smooth, and swift passage through the Strait of Hormuz for ships flying the Philippine flag.
The Drift incident hits hard, it stings for the whole ecosystem.
Drift has been working around the clock to investigate and contain it. We're supporting where possible.
Smart contracts held up. The real targets now are humans: social engineering and opsec weaknesses more than code exploits.
Solana has come through tough spots before by shipping faster, building better, looking out for each other - and shipping safer.
Stay safe, watch your own setups, and keep building.
More updates as they come.
Many of us here are very risk-on, and that bleeds into your products.
If there was an unknown but >0.1% chance to lose >25% of your life savings, the vast majority of people would not take the risk of 2-4% greater return on their banks saving account.
This is DeFi today, rolling the dice for 6% APY.
Circuit breakers, role granularity, security councils, etc should all be the #1 priority for teams
No specific order:
1. Pager duty.
2. Basic circuit breakers can shut the protocol down (blended off/on-chain)
3. (debatable, but I do like it) Multisig with 1/x scoped to PAUSER_ROLE so you can quickly shut protocol down. Better to have a false positive, then react hours later because you're missing one signature.
4. Upgrades handled by a council. Multiple orgs, multiple people, independently reviewing upgrades.
I will highlight the circuit breakers though. Define what is _unsafe_ and build for it. Be pessimistic and assume you're risky . Write assertions, and teams such as @phylaxsystems to ensure you don't get rekt.
Allow your users to be risk-on, safely. It's your job to protect them with safe practices.
US TECH JOBS: DOWN 36% FROM PRE-COVID
Magnificent 7 ( $AMZN $GOOG $META $MSFT $AAPL $NVDA $TSLA ) all slammed the brakes on US hiring in late 2022/early 2023.
Same. Exact. Timing.
Still frozen in 2026.
They blame "the economy" or "AI efficiency."
Umm ok, sure. Because the economy secretly DM'd every CEO on the same day.
.
FAAMNG alone pumped 32K+ new roles into India (Meta/Apple/Amazon/Microsoft/Netflix/Google combined workforce now ~214K there).
Offshore GCCs save 60-70% on costs - hundreds of billions rerouted from US capex straight to Bengaluru/Hyderabad/Chennai/Visakhapatnam.
2025 Data:
Microsoft saw 16K+ US cuts and India cloud/AI hubs started exploding (Hyderabad/Bengaluru untouched and billions invested).
Google saw thousands of jobs cut (HR/Cloud/Android) THEN Sundar doubles down on India (Visakhapatnam hub briefed to Modi).
Amazon saw 14K+ managers gone (expect more soon) Chennai/Hyderabad AWS GCCs are booming.
Meta saw 20K+ jobs cut.
A Blind survey in Jan 2026 said 52% of pros say their firms plan more India hiring this year.
So yes, that means 38% admit it's replacing US roles outright. This isn't coincidence y'all!!
Stock Pops.
CEOs cash out.
US workers get ghost jobs, endless interviews, gaslit with "it's the market."
The market that's quietly moving jobs offshore. Pissed yet?
I'm tracking these stats monthly.
Narrative violation: The largest AI data center uses roughly the same amount of water as two burger joints. There are over 200,000 fast food restaurants in the U.S. so this is a tiny amount.
This is big.
CoinGecko, the ultimate symbol of Malaysian bootstrapped success, is exploring a $500M sale!
CoinGecko is now the largest crypto data aggregator platform, founded by Malaysians Bobby Ong and TM Lee
They built a system so valuable that the traditional financial world has no choice but to pay up
It is truly a blueprint for every Malaysian builder 🔥
the thing about calling DEI 'economic genocide' is that it undersells it
yes, young White men were systematically excluded from careers during their peak marriage years, but that's just first-order effects.
second-order: marriage market collapse. women date across and up. men without careers become invisible to the women who would have married them and disappear. the "eligible bachelor" pool shrinks.
third-order: fertility crisis. fewer marriages, fewer children. but it's worse than just men not marrying or having families. the women who "won" the DEI lottery got careers instead of families, delayed fertility until it was too late. DEI attacked family formation from both sides, excluded men from provider roles AND diverted women from their fertility window. everyone lost.
fourth-order: psychological. young men couldn't even name what was happening to them. the same institutions that excluded them told them they were "privileged", that complaining was proof of weakness. so they internalized failure as personal inadequacy rather than systemic rigging, retreated into depression, video games, porn. the symptoms we then pathologized as "male failure". the system broke them (on purpose) and blamed them for being broken.
fifth-order: institutional trust gone. once you know positions are filled by demographics rather than competence, every credential becomes suspect (if not a priori worthless). is your doctor qualified or a diversity hire? your pilot? your engineer? you can't prove any individual is incompetent, but you can't trust any individual is competent either. medicine skepticism, academic failure, media skepticism, none of this emerged organically. it was manufactured by the DEI hire you can't be sure is qualified to treat you.
sixth-order: reality became unspeakable. noticing any of this was a fireable offense. pointing out the obvious got you called a bigot, deplatformed or fired. pure totalitarian censorship and the problem couldn't even be acknowledged (until now, finally)
men knew they were being cheated but couldn't say it. women sensed something was wrong with the men but couldn't identify it. relationships poisoned by a dynamic neither party could name.
seventh-order: the feedback loop. fewer eligible men means more women competing for a shrinking pool, more women losing the marriage market, more resentment, more "men are trash", more support for DEI, fewer eligible men and the system accelerates itself.
and the worst part is that DEI was just the economic arm. the same people and institutions pushed the complete package
"toxic masculinity" to pathologize male identity
"the future is female" as explicit zero-sum framing delusion
"believe all women" to weaponize trust against men
"men are trash" to normalize open contempt
a coordinated ideological assault on family formation.
and it even had a business model. HR departments exploded (millions of jobs invented to administer the regime). DEI consultants became a multi-billion dollar industry. politicians got voting blocs dependent on racial grievance. established boomers kept their positions while their competition was eliminated.
the architects knew what they were doing
you don't accidentally build a system that specifically targets men during peak marriage years, tells them they deserve it, makes it unspeakable to complain, attacks their identity as toxic, promotes women into career tracks that burn their fertility, then acts confused when society collapses
if you wanted to suppress the fertility of a specific demographic, engineer the breakdown of trust between the sexes, and make it illegal to notice, the playbook would look exactly like this.
DEI should be held responsible for the fertility crisis, the marriage collapse, the epidemic of male depression and suicide, the destruction of institutional trust, the atomization of society, and the manufactured war between men and women
but DEI was the weapon
the people who designed it, funded it, made it mandatory, enforced it through HR, fired anyone who resisted, called all opposition hate and racism, built careers and industries on its maintenance, they knew. and they're the ones who should be remembered as the architects of one of the worst crimes against humanity
Went ahead and deployed a liquidity market with lending for @AviciMoney in under 50 seconds.
I wish photoshop was that powerful.
Only possible on @omnipair.
Why did ALL Mag 7 slow US hiring at the EXACT same time?
(Hint: It's not the economy)
The hiring drop is synchronized across Apple, Google, Meta, Microsoft, Amazon, Tesla, AND NVIDIA.
All slammed the brakes in late-2022/early-2023... and never let go.
We’re not seeing a reversion to old patterns.
CEOs AI-wash layoffs to pump stock - real reason? $420B capex redirected to offshore GCCs (70% savings).
Mag7 bombshells:
- Microsoft: 15K US cuts → India (especially Hyderabad/Bengaluru GCCs) was explicitly spared layoffs and saw massive expansion via $3B+ cloud investments, data centers, and hiring in strategic areas.
- Google: Thousands laid off in 2025 (HR/Cloud/Android teams) while Pichai pours $15B into Visakhapatnam hub - briefed PM Modi Oct 14
- Amazon: 14K managers gone → GCCs (Chennai, Hyderabad) are expanding with AWS/offshore boom
- Meta: 20K+ cuts → India hiring up (Blind: "massive outsourcing")
US tech postings -36% below pre-COVID.
India? +47%.
We all feel the pressure in the labor market for US workers right now.
Bookmark if you are pissed at the gaslighting. Let's start watching these levels every single month.
A civilization is built on a set of internalized values. Numerous civilizations have developed radically different visions of how to organize societies, and these have competed in process akin to Darwinian selection in establishing which civilizational ethos permits for maximal flourishing. American exceptionalism is one such system and it has yielded the greatest society that the world has ever known. Suicidal empathy is going to destroy it because Western tolerance is its fatal Achilles tendon. Remember my words.
If you’re wondering why it’s so hard to get a job right now…
It’s not you. It’s the system evolving.
This is a Corporate Revolution.
Companies are reshaping society at a scale we’ve never seen…. fast and ruthless.
Ready or not, the new era of “work” is here - and the global order of how society functions will never be the same.
A Fresh Start for $JUP (Major Changes Coming)
This one is for the token holders. The ride or dies. The folks who have held through up and down, supporting a project they believe has the ability to change the future of finance.
We know it hasn’t been easy lately.
But here’s the good news: we hear you. And we’re moving to make changes inspired by your ideas and our deep reflections on what $JUP should be.
In classic Jupiter style tho, this is going to be a somewhat long essay. Before we can step into the new future, we must acknowledge the past and clearly articulate how we’re changing our approach going forward.
But if you read the whole essay, you’ll find 3 major changes that demonstrate how important your feedback has been over the last few weeks/months.
—-
Reflections on $JUP
The $JUP token was initially aimed to be the lynchpin of the Jupiter DAO. That worked quite well to kick things off.
Together, we built the largest and most active DAO ever. We regularly had hundreds of thousands of voting wallets, voted on 20+ proposals, and pioneered concepts like Active Staking Rewards before anyone else.
In a time where it’s rare to see DAO proposals get more than 100 voters, we showed it was possible to build governance that massive numbers of people cared about. We likely experimented the most amongst all the major protocols about what it means to be a community, a DAO and a platform - and we most certainly learnt a ton.
But there were also problems that only became obvious over time. Specifically:
- Mechanics of governance turned some potential holders away from the token - for example, the frequency of voting and the 30 day lockup.
- We were spending too much time and energy on public comms around the DAO, reducing the amount of attention on the Jupiter product suite and the overall Jupiter mission
- Budgeting votes for Work Groups created a massive divide in the token holder base and drew negative attention to $JUP
All these, combined, had one MAJOR disadvantage - attention was consistently drawn away from the great work of the team/community towards things that drew the ire of token holders.
Fundamentally, the previous setup was not additive to the $JUP token.
To move forward, we need to keep what was good, and change what was not.
/// Major Change #1: Scaling Back the DAO
After countless conversations with token holders, it’s clear that the Jupiter DAO is an important vehicle.
Many $JUP holders believe deeply in the power of community governance, and are excited to be able to share their opinions and shape the future of Jupiter.
But these conversations have also made clear that the DAO should be laser-focused on extremely high-leverage actions. The constant flow of votes was a drain on token holder attention, especially when vote subjects felt “small”.
The other thing was that the votes, a major major driver of community attention, constantly drawn attention to, and vastly
Going forward, the DAO will have a narrower focus on broad tokenomics decisions and major treasury stewardship items.
This means no more Work Groups, fewer overall votes, and more focus in our public comms on products and growth.
Token Holders can rest assured the conversation about Jupiter will not be dominated by politics, while still being able to effectively drive decision making around key items that affect our collective future.
We are also going to be refocusing the community energy away from politics and towards a pro-social core mission - onboarding the world to DeFi - as will be explained in a separate community post by @AlleyCatNY.
/// Major Change #2: Reducing the Unstaking Window
Initially, we created a 30 day lockup on staked tokens. Given that Active Staking Rewards were high and governance votes were very frequent, this made sense to ensure only those who were longer term aligned with the Jupiter mission would be able to participate.
But now, we stand at a critical juncture. The key is not only to find long-term aligned holders, but to create more of them. And, as we’ve heard from many token holders, the unstaking window of 30 days is too long and turns away potential buyers (particularly large-scale institutional buyers).
To meet in the middle, we are going to reduce the unstaking period to 7 days without any penalty. This ensures those who are participating in governance are not simply buying/dumping $JUP to cast a vote, while still giving token holders the flexibility they want and need.
This change should go live in the coming weeks.
/// Major Change #3: Burn the Litterbox (subject to a DAO vote)
Finally, to kick off this new chapter of the DAO, we want to start with a critical vote that has been the subject of MANY conversations with token holders: the Litterbox Trust.
The Litterbox Trust receives 50% of protocol revenues from Jupiter and uses those revenues to accumulate $JUP from the open market.
It currently holds over 121m tokens (~1.7% of the total supply, ~3.8% of circulating supply), and grows every hour.
The original plan was to hold a DAO vote after 2 years to decide what to do with the accumulated tokens. But we’ve heard two different critiques.
First, some token holders have suggested that holding a large amount of $JUP without clarity on how the tokens will be used is creating uncertainty. By far the most common suggested solution is to “burn” these tokens.
Second, some token holders have suggested that the buybacks themselves are not particularly effective. The solutions for this are more varied - some want continuous burns, some want increased investment in product growth, and some want other use cases of the revenue.
Deciding what to do with 1) the current $JUP holdings and 2) the ongoing revenues are both massive decisions. They are the perfect example of the types of decisions that the DAO can and should have active input on.
Starting today, we’ll hold a period of public discussion on the first question (Burning the Litterbox). This will continue for ~10 days, with a formal vote to Burn the Litterbox’s existing holdings shortly thereafter.
After that, we will have a separate conversation about whether the $JUP Accumulation Plan should be continued, or if there are much better uses for the revenue.
If you’re a token holder, now is the time to make your opinion known, and to get involved again in meaningful governance!
–
All three of these changes are concrete and tangible, but I want to also point out a more philosophical change that’s taken place within the team.
For a long time, we didn’t give JUP the type of attention we give to our products. Each product has a clear value proposition, a marketing plan, iterative improvement process, etc.
And for a long time, JUP didn’t have this. We expected the market to understand the value of JUP based on the strength of our products, community, and vision. That was a mistake. And one that we are already in the process of fixing.
Going forward, we’re going to give JUP the attention it deserves.
We need to be incredibly vocal about the Jupiter story, about the JUP story, and about the story of DeFi going forward.
And we’re going to be having more conversations in public about other long term use cases for JUP that will integrate into the future of Jupiter platforms.
So here’s my free advice - if you’re tired of seeing talk of Jupiter, switch to Bluesky 😉
Kinda of frustrating that us normal people and business people are affected with all these new BSP regulations for large amounts of cash deposited/withdrawn. It's for these darn corrupt contractors/gov't officials and tayo pa naaabala!