@mrblackstudio Framer is a smaller portion of my work since I’m about half agency, half freelance. But most clients who come to me for brand work need a website too. They don’t really care what it’s built in, Framer just happens to be my tool of choice.
When I worked on Vayu Sleep a little over a year ago, it was one of the first projects where I shipped a small vibe-coded design tool alongside the brand work.
Pretty simple compared to what we’re building today, but amazing to see how far things have come in a year.
Recently rebuilt it using @alex_barashkov’s open-source Toolcraft setup.
New branding for Vayu Sleep.
Inspired by hypnograms, airflow, and the transition from restriction to release.
Vayu Sleep is reimagining sleep apnea care with custom CPAP masks built from a smartphone face scan, AI, and advanced manufacturing.
Everyone is focused on Markiplier buying 8.5% of $GPRO.
The timing is the more interesting part:
July 9. GoPro signs financing requiring a refinancing, sale or other transaction within 180 days.
July 13. Markiplier’s 13G lists the event date for his 13.5M-share stake.
Sept 1. GoPro announces a $285M merger with Starman Optical.
Four days between the financing agreement and Markiplier’s ownership date.
Not implying anything improper, but that’s a much more interesting detail.
https://t.co/hrexoLbgnp
AMD is trading at roughly 2x Broadcom’s forward P/E despite nearly identical top-line growth last quarter.
$AMD: +50% revenue growth / 63.6x forward P/E
$AVGO: +48% / 31.7x
The market is pricing in a LOT of AMD execution from here.
@realMeetKevin This isn’t about a $30T Anthropic revenue forecast. It’s a $30T+ TAM estimate.
Dario has “warned” AI could concentrate trillions in economic power among a handful of companies.
It’s more like pre-IPO narrative engineering.
The obvious response is that closed-loop cooling can reduce onsite water use but shifts some of that burden upstream. More power can mean more water consumed at the source of that power.
That’s where $BE gets interesting.
Bloom reports about 1 gallon/MWh versus roughly 830 gallons/MWh of water consumption for the U.S. grid average
Onsite power. No water consumption during normal operation. It breaks the tradeoff.
JUST IN: Support for data centers jumps a net 31 points after voters are told modern facilities can reuse the same cooling water for up to 10 years, new poll finds.
A seemingly negative article on $AMD contains some enormously bullish signals.
$AMD is raising $4.75B despite already having substantial cash, while simultaneously committing over $10B to AI manufacturing capacity.
That combination looks like $AMD is preparing for a business materially larger than today's, not simply funding R&D.
And there's another detail that strengthens that interpretation... $AMD's own May announcement says Helios + MI450X are on track for multi-gigawatt deployments beginning in 2H 2026.
https://t.co/JPmBf3jKh7