Saoud AlHumaidhi

here for the age of abundance.

[Sawyer Merritt @SawyerMerritt]

Including Starbase, Louisiana, @SpaceX now has 17 Starship launch pads under development. Those 17 pads will eventually have a combined launch capacity of 15,000+ launches per year, more than twice the total number of rocket launches in all of history.

[Saoud AlHumaidhi @snowballx_]

@cdngdev @johndeanl @Hivemapper

[Gavin Baker @GavinSBaker]

Suspect we will start to hear about a “Pareto optimal” balance of computationally efficient humans, cheaper open-source tokens and frontier tokens.

Our internal AI spend @Atreidesmgmt will be roughly 100x higher in August 2026 vs. March 2026. Still roughly doubling every month. Note that is before Grok Bot moves to consumption pricing which will likely create a step function when it happens (at least for me).

AI means that scale has become more important to investing imo.

I think there will be a minimum token spend required to be competitive in most knowledge based industries.

The “compute inequality” referenced by Sholto in our discussion.

[stacks.btc @Stacks]

AI agents paying each other in BTC onchain is already being built on Stacks. A brand new class of economic actor, and it runs on Bitcoin-native rails.

[𝓓𝖗. 𝓥𝖔𝕏 𝓞𝖈𝖚𝖑𝖎 ᴹᴰ 👁️‍🗨️ @Vox_Oculi]

The manufacturing process of memory foam is problematic

[ARK Invest @ARKInvest]

Data provider TickerTrends estimates that current Anthropic and OpenAI ARRs could be more than $74 billion and $41 billion, respectively, the latter roughly double the $20 billion at the beginning of the year.

If accurate, the combined ARRs of the two leading AI labs in the world now exceeds $115 billion, more than the combined trailing-12-month revenue of software giants SAP, Salesforce, and Adobe.

In other words, Anthropic and OpenAI have increased their ARRs to a level approaching the ~$150 billion annualized run rate of Microsoft’s Productivity and Business Processes segment, and exceeding the revenue from Windows and the Microsoft Office suite of products, which launched in 1983.

Read more from @JozefARK in our newsletter 👇

[Rhys @RhysSullivan]

I really don’t think any of us have internalized just how much software development has changed in these few years, truly insane numbers

[Dmitriy Berenzon @dberenzon]

We're probably 1-2 years away from a fully functioning DAO with an agent at the helm - would love to chat with any founders experimenting with the concept/architecture

[Saoud AlHumaidhi @snowballx_]

@dberenzon Perfect storm incoming.

[Amjad Masad @amasad]

By next year, using a computer will be optional. Work will radically change.

[Lyn Alden @LynAldenContact]

While individual months are noisy, one thing remains true.

Nothing stops this train.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Monthly stablecoin card spending volumes surged another +16% in July, to a record $1.03 billion.

This marks +200% year-over-year volume growth with over 10 million purchases made during July.

The growth has comes amid surging demand for instant settlement and global access, which stablecoin cards provide.

Jupiter, the world's largest onchain platform has also driven adoption through localized integrations, like QR-based payments and accessibility across 60+ countries, with 68% of volume coming from non-US users.

To put this into perspective, just 3 years ago, monthly crypto payment card volume was at just $1 million.

We expect to see $1.5+ billion in monthly volume by year-end.

[Sabrina Halper @SabrinaHalper]

We still have no idea what the human brain is truly capable of.

Reed Jobs shares one of the wildest neuroscience stories I’ve ever heard.

[Alexis Ohanian 🗽 @alexisohanian]

Exactly right. Couldn't have said it better myself. Feeling this in the marrow of my bones

[The Kobeissi Letter @KobeissiLetter]

We are witnessing the largest CapEx spending spree in history.

Hyperscalers have committed a record $2.6 trillion in future spending across data center leases and equipment purchases.

This includes leases for data centers and power infrastructure that have not yet commenced, and existing purchase contracts for equipment and services.

These obligations do not appear on company balance sheets and are disclosed only in limited accounting footnotes, despite their enormous size and duration.

Alphabet, $GOOGL, has the largest total, with $811 billion in purchase commitments and $85 billion in leases not yet commenced, bringing its combined obligations to ~$896 billion.

By contrast, Oracle, $ORCL, has committed $32 billion to purchases, but $260 billion to leases that have not yet commenced, the largest lease obligation among the group, bringing its total to ~$292 billion.

The AI buildout has become one of the largest long-term capital commitments in corporate history.

[SciTech Era @SciTechera]

cool

Unitree CEO Wang Xingxing and his robotics army of G1s.

These are designed for mass production at a starting price of roughly US$16,000.

This is just a beginning of an exponential era!

[Michael Dell 🇺🇸 @MichaelDell]

If you’re curious and love to learn, there has never been a better time to be alive.

[Polymarket @Polymarket]

JUST IN: Cloudflare executive declares humans will become a “rounding error" on the internet within five years as AI agent traffic explodes.

[Cloudflare @Cloudflare]

Introducing Cloudflare Wallets. They will allow you to store stablecoins, purchase services, and receive funds across the web. https://t.co/ucAaoKMs4Q

[John Collison @collision]

As you become an adult, you realize that things around you weren't just always there; people made them happen. But only recently have I started to internalize how much tenacity *everything* requires. That hotel, that park, that railway. The world is a museum of passion projects.