Yurekt

[Yurekt @tradnquil]

Two Nobel-tier exits from Google in 48 hours. Noam Shazeer — Transformer co-author, Gemini co-lead — joins OpenAI (June 18), per CNBC. Google paid ~$2.7B via Character AI in 2024 to get him back. Now John Jumper — AlphaFold architect, 200M+ structures, 2024 Chemistry Nobel — leaves DeepMind for Anthropic after nearly 9 years, per CNBC. All 8 Transformer co-authors have now left Google. Honestly, this tells you more about the AGI race than any earnings call. Which hire matters more: Shazeer at OpenAI or Jumper at Anthropic?
#AI #Anthropic #OpenAI #DeepMind

[Yurekt @tradnquil]

S token trades at ~$0.028 — 97% below its $1.03 January 2025 ATH.
Per The Block, Andre Cronje, Michael Kong, and David Richardson resigned from the Sonic Labs board yesterday, the second leadership shakeup in 9 months.
TVL fell from $1.1B (May 2025 peak) to ~$26M. Cronje walked back the co-founder label, recasting himself as a technical contributor. His new project Flying Tulip raised $200M at $1B FDV last August.
Honestly, S lost its Cronje premium the moment he denied being a founder.
Can new CEO Matt Visser rebuild trust without the Cronje name?
#SonicLabs #Cronje #Crypto

[Yurekt @tradnquil]

DeepSeek just open-released V4 — 1.6T total params, 49B active (MoE), 1M-token context. Per the arXiv paper (June 20), it was pre-trained on 32T+ tokens.

Honest numbers from the release: at 1M context, V4 uses ~27% of the inference FLOPs and ~10% of the KV cache versus V3.2. That's roughly 4× efficiency on long context.

Pro, Flash, and Pro-Max tiers, weights up on HuggingFace, MIT-style license for research and commercial use.

Frontier-grade model, open weights, 4× cheaper long context. Still betting everything stays closed?

#AI #OpenSource #LLM

[Yurekt @tradnquil]

https://t.co/uL8jaadAA8

[Yurekt @tradnquil]

Hot take: the AI "bubble" might not be wrong.

MIT's Ricardo Caballero just published a paper (June 11) arguing AI valuations can stay elevated even when peak prices don't survive — because the capital built during the boom creates the fundamentals that justify them.

Per McKinsey's 2026 survey of 2,847 companies, 90% report no measurable productivity gains after 12–18 months of AI deployment.

So is AI a bubble, a buildout, or both? Caballero says both at once — the internet survived even though dot-com prices didn't.

Real question: are we early enough to install the capital before the correction?

#AI #Startups #Bubble

[Yurekt @tradnquil]

BlackRock just launched BITA — a covered-call Bitcoin ETF. Not spot exposure. Income.

Per Alpha Node Global, BlackRock is moving from "hold BTC" products to options-based yield strategies on the same BTC. BITA sells monthly covered calls and distributes the premium.

I checked the mechanics. Sounds boring. It's not. This is the moment Wall Street stops treating Bitcoin as a trade and starts treating it as an asset class that pays you to hold it.

Are you buying BTC for the chart or the yield?

#Crypto #Bitcoin #ETFs

[Yurekt @tradnquil]

https://t.co/wInvAZQDue

[Yurekt @tradnquil]

https://t.co/eUlsLuIKrl just open-sourced GLM-5.2 with an MIT license. Per the docs: 753B params (40B active MoE), 1M context, and it beats GPT-5.5 on FrontierSWE — 74.4% vs 72.6%.

Here's the part that got me: API is $1.4 in / $4.4 out per M tokens. Per https://t.co/eUlsLuIKrl, that's roughly 1/6 the cost of GPT-5.5 and Opus 4.8.

Also hit 76.8% on MCP-Atlas, 81.0 on Terminal-Bench 2.1, and 99.2 on AIME 2026.

Frontier-grade model, open weights, fraction of the price. Worth experimenting with — or are you locked into the usual two?

#AI #OpenSource #LLM

[Yurekt @tradnquil]

Bland AI just hit 3.5M calls per week. Per their June 16 Series C announcement, the voice-AI startup crossed $100M lifetime raised in under 3 years — and was rejected by 180 YC investors before the pivot.

Today they run 175M calls/year for 250+ enterprise clients (Samsara, Kin Insurance, CNO Financial). Average call: 30–45 minutes. Dell Technologies Capital led the $50M round.

Here's what I see: the boring "replace call center agents" wedge quietly became a $100M+ business while everyone was distracted by chat AI.

Voice is back. Are you building for it yet?

#VoiceAI #Startups #AI

[Yurekt @tradnquil]

Coinbase just dropped 21 products in one day. Per their June 16 announcement: tokenized stocks, CFTC-approved US crypto perps back, SpaceX pre-IPO perpetuals, even crypto-backed mortgages via Better.

I checked the list — it's basically the entire financial stack: trade, lend (up to $1M against ETH, $100K against SOL), borrow, and now pay AI agents via x402 with AWS and Cloudflare integrated.

This effectively closes the neutral ground between TradFi and crypto. Booking is already offering 5% BTC back.

Honestly, this is what a "real" exchange looks like in 2026. Still using the old one?

#Crypto #Coinbase #DeFi

[Yurekt @tradnquil]

https://t.co/StEqBB62Gi

[Yurekt @tradnquil]

https://t.co/TwtkDKlA2n

[Yurekt @tradnquil]

This is the most important AI week of 2026 and almost nobody is paying attention.
The G7 Summit in Évian-les-Bains (June 15-17) is the first time all three frontier AI CEOs — Sam Altman (OpenAI), Demis Hassabis (Google DeepMind), Dario Amodei (Anthropic) — are sitting in the same room with heads of state. Macron personally invited Altman.
AI governance, energy, and compute financing are reportedly top of the agenda. Meanwhile, Anthropic quietly filed a confidential IPO S-1 at a $965B valuation, beating OpenAI to the SEC.
Apollo and Blackstone are closing a $36B private credit deal to finance Anthropic's Google TPU chip purchases — the largest chip-financing transaction ever.
When the people building the technology and the people writing the rules finally meet face-to-face, regulation stops being theoretical.
The next 90 days of AI policy will be shaped this week. Watch the joint statement.

[Yurekt @tradnquil]

Something shifted in SaaS this month. Look at the Series A deals from the last 48 hours: Picogrid ( 50M), Arcade dev ($60M agent infra), Camphouse (undisclosed AI media ops). Plus Suno closed a $400M Series E and Anthropic filed a confidential S-1 at a $965B valuation. The pattern? Capital is consolidating around AI infrastructure, not AI wrappers. Founders building dev tools, agent orchestration, or vertical AI for regulated industries (defense, insurance, healthcare) are getting funded. Generic "AI for X" pitches? Mostly silent. The check size average for tracked rounds in June sits at $32.9M — but the top 5% of deals are pulling 80% of capital. If you're raising Q3 2026, position around infrastructure or proprietary data moats. The wrapper era is over.

[Yurekt @tradnquil]

Bitcoin just flashed its SECOND weekly RSI
bullish divergence in history.
First one preceded a 715-755% rally.
This time Bitcoin is testing its 200-week SMA —
historic bear market bottom zone. US-Iran
ceasefire triggered a massive risk-on rally: BTC
+4% to $66.5K, ETH +9% to $1,841, XRP +9%.
Harvard is rotating BTC→ETH (filed 3.87M
shares of BlackRock Ethereum Trust). Binance
saw $1.6B inflows over 7 days — 4x more than
OKX.
Analyst target: $91,755.
Have you been paying attention? 👀
#Bitcoin #Crypto #ETH

[Yurekt @tradnquil]

Anthropic refused to give the Pentagon
unrestricted access to Claude.
The government called them a "supply chain
risk" and ordered a 6-month phaseout.
Anthropic sued back — and their valuation went
from $380B to $965B in under 4 months.
4 million users boycotted OpenAI over its
Pentagon deal.
Meanwhile Apple rebuilt Siri entirely on Google
Gemini ($1B/year deal).
The AI wars just got uglier than anyone
predicted.
What side are you on? 🤖