Rei

[Paul Graham @paulg]

In the last 2 years, web traffic to news sites has fallen by about 28%.

[Rei @rei6wf]

True.

[Mark Zuckerberg @finkd]

I wrote about why we believe the future is for everyone. More coming about a positive vision for a world with superintelligence soon.

[Midjourney @midjourney]

Announcing a new division of Midjourney called "Midjourney Medical"

[Marques Brownlee @MKBHD]

I looked up at the sky last night in a remote location with no light pollution and was amazed by the number of stars I could see. So I pulled out my phone and snapped a photo, not expecting much. iPhone Air, 3 second handheld exposure. Pretty incredible how much it got. Modern smartphones are so good

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk rings Nasdaq opening bell.

[Dario Amodei @DarioAmodei]

Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: https://t.co/Lh6PWae178

[Polymarket @Polymarket]

NEW: Dario Amodei warns countries without powerful AI could be like medieval swordsmen facing World War II Marines.

[Rei @rei6wf]

ナスダックが-4.18%急落、トレーダーが半導体株を投げ売りしたことで2025年4月以来最悪の日を記録。spacexを買うため？👀

[Polymarket @Polymarket]

JUST IN: Nasdaq plunges -4.18%, posting its worst day since April 2025 as traders dumped chip stocks.

[Rei @rei6wf]

ニューヨーク市は、2026年の最初の5か月間で、記録史上最低の殺人件数、銃撃事件数、および銃撃被害者数を記録👀

[unusual_whales @unusual_whales]

New York City recorded the lowest number of murders, shooting incidents, and shooting victims in its recorded history for the first five months of 2026.

[Rei @rei6wf]

Marvell Technology、$MRVL、S&P 500への加入のニュースで7%以上急騰

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Marvell Technology, $MRVL, surges over +7% on news that the company is joining the S&P 500.

[Rei @rei6wf]

Anthropicは以前、SpaceXに対しGPUコンピュートのために月額12.5億ドルを支払うことを約束していた。本日公表された新しいGoogleクラウド契約により、月額9億2,000万ドルが追加され、2つのAIラボ（Google + Anthropic）が合わせてSpaceXに月額21.7億ドルを支払うことになり、年間化すると260億ドル。

[Rohan Paul @rohanpaul_ai]

Anthropic previously committed to paying SpaceX $1.25B per month for GPU compute.

With the new Google cloud deal that was disclosed today, adding $920mil monthly, the two AI labs (Google + Anthropic) together are now collectively paying SpaceX $2.17B per month, a huge $26 billion annualized revenue run rate.

To note, Alphabet also has made a huge gain from backing SpaceX. Google invested about $900M in SpaceX in Jan-2015, for roughly 7%, when SpaceX’s valuation was around $12 B.

And SpaceX now targets a $1.75T IPO valuation. A reported 6.11% Google stake at 12-25 would be worth about $107B at $1.75T, while a diluted 5% stake would be worth about $87.5B .

Against a roughly $900M entry cost, that implies around 97x to 119x on paper, before taxes, lockups, dilution, or any discount investors apply after trading starts.

The business shift is also important: Alphabet first backed SpaceX in 2015, partly for satellite internet, but the upside now includes Starlink, launch dominance, and newly filed AI compute contracts.

[Rei @rei6wf]

チップメーカーMarvell TechnologyがS&P 500指数に加入する予定👀

[Polymarket @Polymarket]

NEW: Chipmaker Marvell ‌Technology is reportedly set to ⁠join the S&P 500 index.

[Rei @rei6wf]

トランプ氏、農家に「良いこと」が今後数ヶ月で起こると発表👀

[Polymarket @Polymarket]

NEW: Trump announces farmers will see “good things” happen in coming months.

[Rei @rei6wf]

現在S&P 500は18ヶ月で3番目に強い米雇用統計発表からわずか数時間後に市場価値のほぼ-2兆ドルを一気に吹き飛ばした。ファンドは、SpacexのIPOのために売却している可能性が高い。

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[Rei @rei6wf]

SpaceX がひっそりと S-1 を修正し、もう一つのメガディールを発表。2026年10月から2029年6月まで、Google から月額9億2千万ドル。

[Shaun Maguire @shaunmmaguire]

SpaceX just quietly amended its S-1 announcing another mega deal

$920M/month from Google from October 2026 through June 2029

With both parties being able to terminate the agreement with 90 days notice

Things are getting exciting 🚀

[Rohan Paul @rohanpaul_ai]

Shenzhen Traffic Police using drones for enforcing traffics rules.
imo, every major city in the world will have such drones soon.

[Andrej Karpathy @karpathy]

# on shortification of "learning"

There are a lot of videos on YouTube/TikTok etc. that give the appearance of education, but if you look closely they are really just entertainment. This is very convenient for everyone involved : the people watching enjoy thinking they are learning (but actually they are just having fun). The people creating this content also enjoy it because fun has a much larger audience, fame and revenue. But as far as learning goes, this is a trap. This content is an epsilon away from watching the Bachelorette. It's like snacking on those "Garden Veggie Straws", which feel like you're eating healthy vegetables until you look at the ingredients.

Learning is not supposed to be fun. It doesn't have to be actively not fun either, but the primary feeling should be that of effort. It should look a lot less like that "10 minute full body" workout from your local digital media creator and a lot more like a serious session at the gym. You want the mental equivalent of sweating. It's not that the quickie doesn't do anything, it's just that it is wildly suboptimal if you actually care to learn.

I find it helpful to explicitly declare your intent up front as a sharp, binary variable in your mind. If you are consuming content: are you trying to be entertained or are you trying to learn? And if you are creating content: are you trying to entertain or are you trying to teach? You'll go down a different path in each case. Attempts to seek the stuff in between actually clamp to zero.

So for those who actually want to learn. Unless you are trying to learn something narrow and specific, close those tabs with quick blog posts. Close those tabs of "Learn XYZ in 10 minutes". Consider the opportunity cost of snacking and seek the meal - the textbooks, docs, papers, manuals, longform. Allocate a 4 hour window. Don't just read, take notes, re-read, re-phrase, process, manipulate, learn.

And for those actually trying to educate, please consider writing/recording longform, designed for someone to get "sweaty", especially in today's era of quantity over quality. Give someone a real workout. This is what I aspire to in my own educational work too. My audience will decrease. The ones that remain might not even like it. But at least we'll learn something.

[The Kobeissi Letter @KobeissiLetter]

AI is about to reshape the global workforce:

24% of jobs globally, or ~838 million positions, are estimated to be exposed to generative AI.

High-income countries are facing the greatest risk at ~33% of employment, with ~6% of roles potentially having the highest exposure.

Jobs with the highest exposure are those with repetitive and predictable tasks, meaning AI can automate them with little human variability required.

By comparison, the exposure of low-income countries is ~11% or one-third the levels of high-income countries.

Europe and Central Asia are the most exposed regions at ~32% of employment, followed by the Americas at ~30%, while Africa is the least exposed at ~13%.

The biggest workforce transformation in modern history is underway.

[Adan @itsdurreadan]

MacBook Neo reveal video is just pure eye candy. 🤤

[Paul Graham @paulg]

How to Convert Between Wealth and Income Tax: https://t.co/49PgQiS2wi