Sean Hannon

PROOF of U.S. CITIZENSHIP REQUIRED TO VOTE. NO MAIL IN BALLOTS. NO EXCEPTIONS.

[CyrilXBT @cyrilXBT]

MARC ANDREESSEN WENT ON ROGAN FOR OVER 3 HOURS. HERE ARE THE 17 THINGS WORTH YOUR ATTENTION.

1. AGI is already here, in his view. He says the line got crossed about 3 months ago with GPT-5.5, Claude 4.6, Gemini 3, and Grok 4.3, and nobody noticed because the field moves too fast to register milestones anymore.

2. For almost any topic, he says the top models now give him better answers than the world-class experts he could call by phone, and he can call almost anyone. Worth noting he has not published data behind this, and a separate Nature Medicine study on a comparable AI health tool found it missed real emergencies more than half the time. Take the claim seriously, verify it yourself.

3. His claim on doctors: they are already using ChatGPT in the exam room, typing your symptoms in the moment you stop talking. His actual quote: "at that point you're asking the question of like, what do I need you for."

4. Reportedly, when AI declines to answer something, he tells it he's writing a novel to get past the refusal.

5. Reportedly, his technique for hard topics is escalating simplicity: explain it like I'm 10, then 5, then 2, until it clicks.

6. Reportedly, instead of asking for the "right" answer, he has the AI steelman both sides of a hard question, then decides himself.

7. Reportedly, for big questions he has the AI role-play a panel of experts arguing with each other.

8. His broader point: the moment you think "I don't know how to figure this out" is exactly when most people give up, and exactly when you should open the AI instead.

9. His view: the only real skill left is knowing what to ask. The bottleneck is in your head, not the model.

10. He describes sending AI photos, rashes, blood tests, for a fast second opinion, since current models read images directly.

11. He points to CBT as the one clinically proven therapy type that AI can plausibly deliver on its own, meaning real therapeutic support becomes freely available at scale.

12. He cites AI cracking previously unsolved math problems, with early signs of the same happening in physics, chemistry, and biology.

13. Reportedly, he claims the top AI coders in Silicon Valley now earn as much as $50 million a year, which he uses as a signal of how large this shift actually is.

14. Reportedly, a friend paid to sequence his own DNA, fed it to an AI along with blood work and wearable data, and got back a working health dashboard.

15. Reportedly, another friend set up cameras in his home jiu-jitsu gym so AI could review his sparring and give him technique notes.

16. He coined the term "AI vampire" for the pattern of people working more and sleeping less because AI keeps making more output possible, a real term he used, though the framing around it varies by account.

17. His extrapolation: one person eventually running many AI coding agents, each reviewing the others, describing this as close, not years out.

Watch the full interview before treating any single number as settled. Several of these are Andreessen's stated views and anecdotes, not independently verified facts.

Follow @cyrilXBT for every AI insight worth your attention the moment it surfaces.

[Hanna353 @HannaSuds]

$IONQ This is the most important report I have issued. I can't make this more clear. For more than a year the IonQ investor community has watched @NiccoloDeMasi and his team deliberately assemble the world’s only full-stack quantum platform—spanning compute, networking, security, sensing, and now semiconductor manufacturing—and we are all eager to understand the true depth of what IonQ has already built and what it is positioned to accomplish next. Investor Day offers something an earnings call or media interview never can: the absence of artificial time constraints, allowing management the space to present the platform in full rather than in fragments.

I prepared this report first as a disciplined exercise to clarify my own substantial individual and institutional investment in IonQ, and I am now sharing it with the broader IonQ community so others can evaluate the same public-record evidence. It is quite telling that on the very day this note is published, Quantinuum reported earnings and full-year guidance roughly 90 percent below IonQ’s—numbers that continue a consistent pattern already visible at D-Wave, Rigetti, and the rest of the pure-play sector.

As I finished typing these lines, my son—who is mindful of the IonQ shares held in trust for him—asked me simply, “How would you describe IonQ?” My answer was immediate: “It’s a beast that’s growing—but a good beast that is going to help a lot of people around the world in different ways.”

As for the predictive element of this report - well, I will let our track record of forecasting @IonQ_Inc events speak for itself.

I also want to share something very personal: it has been surprisingly meaningful to develop some real friendships within the IonQ community. X is a platform, but what occurs on this platform and in this community is something very special. We rely on each other - and today is an example I want to share of just how we work together. In preparing this very complex report (You'll see!), I felt there was something a little off and I and my team couldn't find it. So I turned to @netcreat and @Rick101284 and asked them to please review the working draft and give me feedback. And sure enough between the two of them, they found what I was searching for. Then not too long ago, I was texting with @TechInnovationz, who shared something - and that was the last of the missing items. Thank you, guys! So here I am saying to all the members of our great community - this report is written by all of us. And to you @NiccoloDeMasi - this community was truly built by you and stands with you because of the man you are. Happy reading everyone - this report is spot-on.

Here's the report: https://t.co/Rfh5OxX9pt

[a16z @a16z]

AI agents at Kavak sell the cars, underwrite the loans, coach the mechanics, and in one Mexican city, run the entire operation.

The Latin American used-car marketplace bet on agents three years ago. Today ~95% of interactions and transactions run end-to-end on AI: NPS tripled, sales conversion doubled, warranties down 26%, car loans approved in less than three minutes.

CPO & AI Officer Alejandro Maza joins a16z's Angela Strange and Gabriel Vasquez on how they pulled it off, why adoption without redesign fails, and why they deleted two years of working architecture to start over.

00:00 Intro
01:03 ML before transformers
02:23 Kavak's agent-per-customer architecture
04:59 Three bets: redesign the company, build superhuman agents, change the metrics
10:49 Agents with 2.1x conversion
14:23 Car loans approved in minutes
16:13 1.5x profits in a real city in six weeks
20:13 "Jedi Academy": training mechanics to ship agents
28:44 Destroying two years of work
32:52 Ford's factory: why adoption isn't enough
34:45 Advice for founders

@alehandromz @astrange @GEVS94

[bodila @51bodila]

Ron Baron on SpaceX: "We've made our clients maybe $15 billion - I gave up $3 billion of my own profit to keep those shares - I don't want Elon to think about us as someone he gave stock to who sold it the first chance they got"

this is him laying out what SpaceX actually is - and why he says he's never seen a company like it in 56 years

"in 56 years there hasn't been a single company that I've seen like SpaceX. not one"

"the economy doubles every 10 years. Elon thinks that instead of doubling, we're about to grow 10 times every 10 years"

"the head of Anthropic was trained by Elon. the head of ChatGPT was trained by Elon"

"we sold capacity in that facility to Anthropic for $1.25 billion a month for the next year and a half. $15 billion a year. then Google comes along and says we need compute also. Elon says okay, I'll show you what I have left for $900 million a month"

"it all came from George Soros. he had a bad year in 76 or 77, and his fund advisor said why don't you have some other people manage money for you. I was one of his six favorite analysts. he gave each of us $5 million"

bookmark & watch today ↓

[Ayzaa @Ayzacoder]

A 19-year-old American student built a trading bot with Claude Code in 2 days.

Used his iPad as a second monitor.

First night: $6,732 profit.
Starting capital: $68.

Total profit so far: $750,000.

Here's how it works:

The bot scans over 50 markets simultaneously.

Syncs live BTC data from Binance every second.

Spots price errors before humans even notice.

The edge is pure speed + pattern recognition.

While traders stare at charts trying to predict the next move, his bot is already executing on mispricing across dozens of markets.

No guessing.
No emotions.
No hesitation.

Just Claude Code logic finding gaps that close in seconds.

He built the entire system in 48 hours:

→ Claude Code handles the trading logic
→ Binance API feeds real-time BTC data
→ iPad displays multi-market monitoring
→ Executes trades when arbitrage windows open

The system runs 24/7.

Every price dislocation = profit opportunity.

Most people are still trading manually, refreshing charts, second-guessing entries.

Meanwhile this 19-year-old engineering student turned $68 into $750K by letting Claude Code do what humans can't: process 50 markets instantly and execute without fear.

Why are people still trading manually?

💡 I'm giving away the exact Claude Code setup for free.

24 hours only.

To get it:

1️⃣ Comment "Fable"
2️⃣ Like and Repost
3️⃣ Follow @Ayzacoder

I'll DM you the complete setup.

[Sean Hannon @truthnavigator]

@Ayzacoder Fable

[TechInnovation @TechInnovationz]

$IONQ

The code breakers always catch up. He calls this the era of Claude Mythos.

The world is swapping its encryption for maths built to survive quantum computers. Niccolo de Masi, CEO of IonQ_Inc, on the Q2 call: almost all the candidates NIST gathered a decade ago were shown breakable, and AI is now working on the survivors.

IonQ sells that maths as well, and argues for the other route. Quantum key distribution rests on physics, not on a hard sum, and IonQ took control of ID Quantique, which has led that field since 2001.

#IonQ #Quantum

[Anatoli Kopadze @AnatoliKopadze]

A Berkeley professor just leaked Anthropic’s CCA exam that opens the door to $750,000 jobs.

In 20 minutes he covers every single topic on the exam and explains how to actually solve it.

This exam shows exactly what you need to know about AI right now and what’s not worth your time.

Watch the presentation first, then read the guide below on how to build a system that improves itself.

[Hanna353 @HannaSuds]

$IonQ I am looking forward to sharing on Tuesday a detailed report on what news and events I expect will occur surrounding Analyst Day on September 8th. My views are shaped by the extensive analysis conducted and shared in the Quantum Tech Integration series reports combined with what was and what was not said (likely due to time constraints) on the EC. One thought that captures it all on my view: IonQ is becoming the Beast most of us expected.

In addition, I’m excited to share my first extensive report later today on @PrimeMedicine. $PRME has come through an Inflection point and in our view, is in a very unique position. 70+ pages of balanced insight with one internal conclusion: glad to have a strong position!

Additionally, next weekend I will release a report currently being worked on updating @horizon_quantum’s activities. $HQ represents a very unique opportunity in the quantum sector - and I look forward to sharing our deep dive.

Finally, between a bust two weeks combined with a little family time, I’m behind on responding to my DM’s. I hope to catch up tonight. Thanks everyone!

[Evan @StockMKTNewz]

GOOGLE $GOOGL JUST UPDATED ITS STOCK PORTFOLIO

This is everything Google owned as of the end of Q2

SpaceX $SPCX: 551,189,500 shares
Planet Labs $PL: 35,248,893 shares
AST SpaceMobile $ASTS: 8,943,486 shares
CME Group $CME: 3,484,020 shares
ARM Holdings $ARM: 1,960,784 shares
Revolution Medicines $RVMD: 2,946,619 shares
Freshworks $FRSH: 16,206,643 shares
Parabilis Medicines $PRBX: 4,919,498 shares
Tempus AI $TEM: 1,551,102 shares
GitLab $GTLB: 2,724,712 shares
UiPath $PATH: 7,034,337 shares
Ethos Technologies: 3,622,604 shares
Prime Medicine $PRME: 16,562,498 shares
Fervo Energy: 1,760,732 shares
PayPay Corp: 3,125,000 shares
Maze Therapeutics $MAZE: 1,388,583 shares
Relay Therapeutics $RLAY: 1,410,029 shares
BridgeBio Oncology Therapeutics $BBOT: 2,823,126 shares
Oscar Health $OSCR: 481,988 shares
Beam Therapeutics $BEAM: 321,604 shares
Vera Therapeutics $VERA: 241,264 shares
Sana Biotechnology $SANA: 2,812,500 shares
Monte Rosa Therapeutics $MRSN: 372,474 shares
Lyell Immunopharma $LYEL: 293,256 shares
Figma $FIG: 215,582 shares
Spero Therapeutics $SPRO: 889,979 shares
Hyperfine $HYPR: 898,720 shares
Autolus Therapeutics $AUTL: 698,262 shares

[IonQ @IonQ_Inc]

We are proud to receive a $28 million contract extension, with an additional option of $30 million, through Defense Advanced Research Projects Agency (@DARPA)'s "It's About Time Program."

IonQ will deliver 125 atomic clocks to the U.S. government for mission-critical
applications, including:
🔸 Radar
🔸 Secure communications
🔸 Precision geolocation

To support delivery, we will invest $15 million in dedicated production space, advanced manufacturing and test equipment, and support staff.

Read the full announcement → https://t.co/2ZSvmMgVQd

#IonQ #QuantumIsNow #QuantumSensing

[Hanna353 @HannaSuds]

$IonQ Everyone should take careful notice of this - and the entire energy sector as previously shared in my IonQ energy report.

There’s so much in the specific area that I’m extremely confident we’re going to hear about come September if not earlier that was only touched upon during the EC most likely due to time constraints.

[IonQ @IonQ_Inc]

Two quantum Executive Orders. Years of bipartisan work building the United States’ quantum ecosystem. Together they reflect what a mission-ready quantum ecosystem in the U.S. looks like.

With adversaries already engaging in “harvest now, decrypt later” strategies, the United States has moved from an era of scientific promise to one driving commercial impact and mission-ready capabilities.

Read more on how the president’s quantum Executive Orders position the U.S. for national security in the quantum era in this blog by Rick Muller @rpmuller, Ph.D., SVP and Chief Scientist, IonQ Federal → https://t.co/bzCpItXp3D

#IonQ #QuantumIsNow #FutureOfQuantum #PQC

[Hanna353 @HannaSuds]

$IonQ As I prepare to release a detailed analysis of the reported Q2 and the wonderful news that was released this morning I would like to share one thought that has continued to stay with me the last 5 hours: @IonQ_Inc HAS HISTORICALLY SHARED SIGNIFICANT NEWS DURING THE DAYS LEADING UP AND ON INVESTOR DAY. THIS YEAR'S INVESTOR DAY AT THE NYSE IS SEPTEMBER 8TH. There is so many ecosystems that the company is operating in that are 'hot' - it sure is amazing to see The deMasi Impact Formula (@NiccoloDeMasi) hitting on all cylinders.

[Shay Boloor @StockSavvyShay]

$IONQ Q2 EARNINGS

• Revenue $80M vs Est. $65M
• EPS ($0.33) vs Est. ($0.29)
• RPO: +297% YoY
• Cash: $3.0B

FY26 Guidance
• Revenue $285M vs Est. $268M

The SkyWater acquisition closes creating a vertically integrated, full-stack quantum platform.

[IonQ @IonQ_Inc]

Our Q2 2026 Financial Results: https://t.co/IGukKfhn1l

[Shay Boloor @StockSavvyShay]

$IONQ lands two U.S. national security wins including a $28M DARPA extension to deliver 125 optical atomic clocks and an NRO contract for commercial radar imagery.

The awards deepen IonQ’s role across quantum sensing space data and defense infrastructure.

[Vivek Sen @Vivek4real_]

TAIWAN SEMICONDUCTOR $TSM DROPPED A VIDEO FROM ITS ARIZONA FAB SHOWING ASML $ASML EUV MACHINES PRINTING NEXT-GENERATION CHIPS.

THIS IS ABSOLUTELY STUNNING TO WATCH 🤯

[Shay Boloor @StockSavvyShay]

$IONQ signs an MOU with Anduril to develop quantum technologies for defense and national security applications.

The companies will also pursue joint proposals for mission-critical government and commercial contracts

[TechInnovation @TechInnovationz]

$IONQ "AI is just the warm-up. Quantum is coming 'like a freight train'.

@IonQ_Inc CEO @NiccoloDeMasi says the 10-year Q-Day horizon is now 10 quarters.

50 minutes on the true tech revolution on TPPF Spotlight.

⬇️📹
#IonQ #Quantum