Imagine if phones automatically reminded users to mute their speakers in quiet public spaces.
No awkward call-outs, no confrontations.. just the OS helping people be more aware of their surroundings
With OpenAI filing their S-1 with the SEC yesterday, all 3 of SpaceX, Anthropic and openAI are in public market play for 2026.
The one I am looking forward to is:
Unitree..
(plans to raise $600M at a $6B valuation)
This right here is the great TAM in front of @Cloudflare $NET. In a world where agents will be using search at orders of magnitude of humans, this pay-per-crawl tollbooth on the entire internet is enormous!
JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD
His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself.
Here's what he said on CNBC:
"Nobody uses AI better than Meta."
He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform.
"Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it."
"That's the reason why they're investing so hard. They see a much larger future potential for it."
Mark Zuckerberg $META is spending $70B+ on AI this year.
IBKR just changed how you invest. Interactive Brokers now integrates with Claude — so you can research investments, analyze your portfolio, and generate trade instructions using agentic AI.
The AI informs. You approve every trade. Always. Learn more: https://t.co/FPRhn8qnK8
Follow the money on this one. It is rotten to the core.
The Pentagon just lent $620,000,000 to a tiny North Carolina startup called Vulcan Elements. The company is two years old.
It had fewer than 50 employees.
And three months before the deal was announced, Donald Trump Jr.’s venture firm quietly took a stake in it.
Here is the part the administration tried to bury.
Of the dozens of companies the Pentagon was weighing, Vulcan was the only deal initiated by a top White House aide. That aide was Peter Navarro, a close friend of Trump Jr. The order came down to move fast.
One official put it plainly: The call came from the White House. We have to get this done.
Staff worked late nights to push it through in weeks. Deals like this normally take many months of vetting. And when it closed, Vulcan’s valuation jumped from about 200 million dollars to roughly 2 billion.
A windfall for the investors, including the president’s son.
This is public money. Your money.
Routed through the Pentagon to enrich the president’s family and their friends. The Bush administration’s own chief ethics lawyer called it corruption we pay for.
And there is more coming.
A drone parts company Trump Jr. holds a stake in is also under Pentagon review.
This is not a one-off. It is a pattern. The president’s family is treating the federal Treasury like a private bank, and the bill lands on every taxpayer.
https://t.co/4kB1cZNmlE
@PeterDiamandis "The performance of AI machines tends to improve at the same pace that AI researchers get access to faster hardware"
There are no permanent winners. Whichever lab gets the most compute will get ahead