Siddarth Pavanje

[This Week in Startups @twistartups]

Someone connected Open Claw to their Meta Ray-Bans.

Shawn looks at a box of lens wipes and tells his agent to add them to his Amazon cart.

No phone. No keyboard. No app. Just glasses.

[beeple @beeple]

OUT OF TIME

[that stock chick @ausstockchick]

The #RBA is using paid Instagram posts to explain to the younger generation why inflation is so bad.

It makes you wonder why school doesn’t set people up with a basic understanding of economics.

#ausbiz #auspol

[The Market Mind @Market_Mind_]

Fastest Growing Economies in 2025 & 2026

[Peter Yang @petergyang]

Silicon Valley is quietly running on Chinese open source AI models.

Here are the receipts:

→ Cursor confirmed last month that Composer 2 is built on Moonshot's Kimi K2.5

→ Cognition's SWE-1.6 model is likely post-trained on Zhipu's GLM

→ Shopify saved $5M a year by switching to Alibaba’s Qwen model. Airbnb CEO Brian Chesky has also said: "We rely a lot on Qwen. It's very good, fast, and cheap."

And now Zhipu dropped GLM-5.1, an open source model that performs almost as well as Opus on coding benchmarks.

📌 More on the Anthropic + OpenClaw drama and what I'm learning about AI on the ground in China in my new post: https://t.co/cm9jYIZS8y

[Peasant @asxpeasant]

Australian bond yields are flying! We are in BIG trouble.

These are the free and open markets our major banks borrow from to then mark up debt they lend out to us peasants.

INTEREST RATES will rise regardless of whether RBA raises official interest rates or NOT. RBA will be forced to continue to raise or be bite the bullet - intervene! Intervention causes HUGE longer term issues.

Our Australian dollar is continuing to fall! Was 71c, 68c now.

The markets anticipate a massive debt bail out by the Government to protect our mortgage holders from apocalyptically unaffordable interest rates.

Of which landlords will immediately pass down to renters.

Rising yields on longer duration bonds is extremely dangerous for businesses as this can’t be easily controlled by it RBA, and it sets the RISK FREE rate of which asset prices are also priced off.

It’s wealth destruction through both asset price deterioration AND inflation of cost for goods and services.

Crunch on both sides of the ledger for businesses nationwide.

[Mustafa @oprydai]

the gap between sci-fi and reality is engineering

[Vala Afshar @ValaAfshar]

In Japanese swordsmanship, drawing a katana in limited space—such as narrow corridors or low-ceilinged rooms—requires specialized techniques that prioritize economy of motion and vertical control.

[Mario Nawfal @MarioNawfal]

🇦🇺An Australian tech founder with zero biology background sequenced his dog’s tumor DNA, then used ChatGPT and AlphaFold to design a custom mRNA cancer vaccine.

A month later, the tumors shrank by half.

And this is just the start of AI medicine.

[Balaji @balajis]

Very roughly: AI speeds everything up within your trusted tribe but makes things low-trust and cumbersome outside it.

Within your tribe you can share context and the AI will create useful code. Outside, however, you’ll hit a wall of AI spam.

Crypto is almost the opposite. Cryptographically provable transactions within your tribe are somewhat useful, but outside your tribe they are absolutely necessary.

So: AI is how a tribe internally cooperates, while crypto is more about how a tribe externally interacts.

[Linus ✦ Ekenstam @LinusEkenstam]

People still betting against AI… 🤷🏻‍♂️

[The Rabbit Hole @TheRabbitHole]

“One of the sad signs of our times is that we have demonized those who produce, subsidized those who refuse to produce, and canonized those who complain.”

— Thomas Sowell

[Nature is Amazing ☘️ @AMAZlNGNATURE]

Voyager 1 Is About to Reach One Light-day from Earth

After nearly 50 years in space, NASA’s Voyager 1 is about to hit a historic milestone. By November 15, 2026, it will be 16.1 billion miles (25.9 billion km) away, meaning a radio signal will take a full 24 hours, a full light-day to reach it.

[Bindu Reddy @bindureddy]

SURPRISE - Everyone is one big happy family!

[Brian Armstrong @brian_armstrong]

One of my favorite lessons I’ve learnt from working with smart people:

Action produces information. If you’re unsure of what to do, just do anything, even if it’s the wrong thing. This will give you information about what you should actually be doing.

Sounds simple on the surface - the hard part is making it part of your every day working process.

[Siddarth Pavanje @pavanjsi]

@ParikPatelCFA 🤣🤣

[Andrew Ross Sorkin @andrewrsorkin]

“There is no innovation without speculation. No electric vehicles, no Covid vaccines, no OpenAI. No Amazon, Tesla, SpaceX or Moderna. No railroads in the 19th century or internet in the 21st. Every one of those started with a bet — sometimes one that seemed absurd at the time.”

[Santiago @svpino]

Mandatory reminder to those who think learning programming is useless because of AI.

[Massimo @Rainmaker1973]

This only happens to you once.

[Vala Afshar @ValaAfshar]

Nvidia CEO: “you cannot show me a task that is beneath me.”

The enemy of continuous progress and growth is arrogance, zero sum mindset and sense of entitlement.