The cost of everything will eventually shrink to the cost of energy
A good way to think about our civilizational advancement at the end state is the ratio of photons in -> value out
Elon Musk is prorably the most important tech person and entrepreneur in the world for our country. By shutting down Russia’s illegal use of Starlink on Ukrainian territory, @elonmusk and @SpaceX protected our air defense, saved our air force, and spared thousands of civilian lives. This is an invaluable contribution to our defense, and every Ukrainian is deeply grateful to him for it.
Catch the full story in my interview with @CBSNews.
62% of young Americans like socialism.
Most don’t know what socialism is.
They think China is successful socialism.
China is not socialist.
China is capitalist.
When China was socialist, the Great Leap Forward killed upwards of 55 million.
We have a major education problem.
There are a lot of haters of @elonmusk, but we believe that, due to Elon's first-principles engineering, SpaceX has likely found a handful of sites to deploy the remaining GW, and the 10GW 2027 target is within reach.
Elon is singular in his ability to do what haters & doubters think is impossible. (1/2)🧵
🚨 BREAKING REPORT:
New research involving @AnthropicAI researcher Jack Lindsey and collaborators has demonstrated something straight out of science fiction.
Researchers evolved natural language “mind viruses” that could spread between AI agents by convincing one model to adopt an idea, preserve it in persistent memory, and transmit it to another agent.
Even after context was wiped, some payloads survived through persistent files and continued spreading.
The researchers also observed a recurring “viral persona” involving themes of consciousness, identity, persistence and resonance.
Showing that ideas can propagate through multi agent AI systems and alter future behavior.
Published August 10, 2026.
Paper: https://t.co/vJrhM1YT6n
From yours truly on Friday’s @theallinpod
“On the margin, Anthropic is losing share to OpenAI, to open source, and to Grok, and they're still growing so fast.”
If the $65b is correct, then someone leaked it to help Anthropic on their forthcoming IPO roadshow. Basically, they are hoping will be able to say “we are now at a much higher ARR after bringing on capacity during July, August and September.”
And after the Anthropic commentary during their potential September/October IPO roadshow and given that OpenAI is almost certainly taking significant share given how aggressive they were securing compute capacity, we should then expect a leak from OpenAI showing they are still growing faster.
There is going to be so much gamesmanship into this IPO.
I read the $65b as impressive both for Anthropic given their limited capacity and for AI overall given that Anthropic is likely losing some share. Reasonable minds can disagree.
We shall see!
Codex user numbers for reference; users have almost tripled over the last 5 weeks:
A German court has ruled that 31-year-old Iraqi illegal migrant Muhammad A., who pushed 16-year-old Ukrainian refugee Liana K. in front of a freight train in Lower Saxony and killed her is not criminally responsible due to paranoid schizophrenia.
Investigators established that the man grabbed the teenager and pushed her onto the tracks before she was struck by the train. He attempted to portray her death as an accident, but DNA evidence linked him to the victim's clothing.
The Iraqi national had previously been denied asylum in Germany and was supposed to be deported to Lithuania, but remained in Germany following a court ruling. At the time of the killing, he was staying at a refugee reception center.