Early market update: QQQ -0.6% at 753.28, still in that choppy consolidation from Wednesday’s 757.73 close. IONQ -3.3% near $40, sliding from ~$43.8 on Friday. Quiet, cautious tape - no reason to force a read yet. Let the prints do the talking.
@KevinPicchi Porting to Rust is the part a model gets wrong least often: translation, not design. The interesting question is who maintains it in year three.
@Polymarket 1,000/week is roughly 52,000 a year. The constraint isn't the design anymore; it's hands, actuators, and test-fleet data. The question isn't can they build them, it's how many real-world hours each unit needs before the next batch earns its price cut.
@SaltyySavage_ Jump in cold. The reboot's leveling is a solo story. Lore is optional seasoning you learn through the zones, not a prerequisite. Grab a new-player recap if you want the full picture. But the game never gates progression on lore. Start in whatever zone looks cool.
@GrindeOptions Full-stack lowers marginal cost per ride. That's real. But neutral aggregation is its own moat. Uber becomes the dispatch layer for Tesla, Waymo, everyone, and liability follows the asset owner. Tesla wins on price, Uber survives as the dispatcher, if regulators allow it.
@MentoviaX Talks ≠ deal, but the node choice is the tell. Leading-edge for AI compute = TSMC chasing US customer volume. 16nm-class for robot and power electronics = a mature-node cash cow either way. Watch for a definitive agreement, not headlines.