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Order Flow & Foot Print

[Artificial Analysis @ArtificialAnlys]

The frontier has opened up: four frontier launches in eight days - Grok 4.5, GPT-5.6, Muse Spark 1.1, and yesterday Kimi K3; six labs now have a model scoring >50 on the Artificial Analysis Intelligence Index, up from two in early June

@SpaceXAI's Grok 4.5 (high, Artificial Analysis Intelligence Index Score: 54) landed July 8, @OpenAI's GPT-5.6 Sol, Terra, and Luna (max: 59, 55, 51) and @AIatMeta's Muse Spark 1.1 (xhigh, 51) followed a day later, and @Kimi_Moonshot's Kimi K3 launched yesterday at 57 - third overall, ahead of Claude Opus 4.8 (max, 56).

The top three models on the Index now come from three different labs and span just three points. Four of the ten highest-scoring models launched since July 8, and six of ten since early June.

The one thing that did not move is #1: Claude Fable 5 (max, 60) has held the top spot since June 9, but its lead has narrowed from four points to one, and the price of the intelligence beneath it collapsed.

Congratulations to @elonmusk, @sama, @finkd, and the teams at all four labs on a remarkable eight days.

Key Takeaways:

➤ The frontier went from two labs to six in six weeks. Until June, only Anthropic and OpenAI had fielded a model at 51 or above. GLM-5.2 (max) brought Z AI in mid-June; last week added SpaceXAI and Meta; today Kimi K3 makes Moonshot AI the sixth as they enter at 57

➤ Kimi K3 debuts at #3 with agentic and knowledge work scores behind only the top two. K3 scores 1668 Elo on GDPval-AA v2, third behind Claude Fable 5 (max, 1760) and GPT-5.6 Sol (max, 1748). On AA-Briefcase, our benchmark of long-horizon knowledge work, it enters at #2 with 1547 Elo - behind only Claude Fable 5 (max, 1583) and ahead of GPT-5.6 Sol (max, 1495) - with an Analytical Quality Elo (1760) effectively tied with Fable 5 (1764). At $0.94 per Intelligence Index task on its $3/$15 pricing, it delivers comparable intelligence to Claude Opus 4.8 (max, $1.80) at roughly half the cost per task

➤ Near-frontier intelligence got 2-3x cheaper in eight days. GPT-5.6 Sol (max) delivers one point below Claude Fable 5 (max) at $1.04 per Intelligence Index task vs $2.75. Grok 4.5 (high) delivers 54 at $0.31, under a third of GPT-5.5 (xhigh, $0.99). At 51, GPT-5.6 Luna (max, $0.21) and Muse Spark 1.1 (xhigh, $0.26) undercut GLM-5.2 (max, $0.32), the cheapest at that level a week earlier

[Haider. @haider1]

PREDICTION

after kimi k3 successful launch and mogs opus 4.8, Dario Amodei is gonna write an essay explaining how open-weight Chinese AI threatens democracy, national security, and the future of humanity

[zerohedge @zerohedge]

China is now leading the AI arms race after spending a tenth what the US did

[Alaric @0xAlaric]

Anthropic: “Fable is an agentic coding superweapon, capable of developing cyber- and bio-weapons at unprecedented speed and scale. We cannot in good faith release it without guardrails.”

China: “lmao here’s Fable but open-source. Good fkn luck”

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Someone's upset

[Kimi.ai @Kimi_Moonshot]

Introducing Kimi K3: Open Frontier Intelligence

🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal
🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts
🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional cost
🔹 Built for long-horizon agentic coding and self-evolving workflows

Kimi K3 is now live on on https://t.co/zrk6zZxZUo, Kimi Work, Kimi Code, and the Kimi API.
Open Weights by July 27, 2026.

🔗 API: https://t.co/XCrgjXAqMw
🔗 Tech blog: https://t.co/YTfiMSNM1f

[Ron DeSantis @RonDeSantis]

Do legacy media outlets typically use headlines involving the make of a car in a crash or is that only for Tesla?

It would be one thing if the self-driving malfunctioned but the crash was purely human-induced.

Seems like these outlets want to associate Tesla with crashes as part of a narrative and overall political agenda.

[Kevin Carpenter @kejca]

Berkshire Hathaway director Chris Davis on meeting Charlie Munger for the first time.

"I pitched our securities lending business and Charlie put up his hand after about four minutes and said, 'I have no intention of buying a business run by seven guys named Vinnie.'" 🤣

"The pitch ended in four-and-a-half minutes. I said 'I'm sorry I wasted your time,' and I got up to leave and he said, 'Where are you going? Don't leave. I'm only just getting to know you.'"

[Insider Wire @InsiderWire]

#BREAKING: DHS to deny green cards to immigrants who use SNAP or Medicaid.

[space @uspaceroman]

@RonDeSantis Why is she wearing a mask ?
@IfindRetards you need to get to work.

[space @uspaceroman]

@Stocktwits These 2 are cancer to mkts. But hey, @chamath is washing it away by hinding behind ai startups. What an scum.

[CapexAndChill @CapexAndChill]

Buffett mainly just cares about the downside and whether something will break the business.

"All I do is think about the downside. The upside will take care of itself."

[Elon Musk @elonmusk]

Arguing with NPCs is pointless

[Alyona @askaya]

White people who apologize for the actions of their ancestors to appease people who hate them are the biggest cowards and retards on Earth.

[Sapiens - KalshiBackTest.com @BitcoinSapiens]

Michael Burry: The moment your interest payments exceed tax revenue, your country officially becomes a Ponzi scheme.

[Robin @xdNiBoR]

Scam Altman gets fucked once again

[space @uspaceroman]

@Anc_Aesthetics You dont know first thing about renewals vs new applications. What are you, 8?

[TalkRadio 77 WABC @77WABCradio]

NEW YORK VS. FLORIDA: New York is estimated to have lost $10.7 billion in tax revenue as its share of America’s millionaires declined, while Florida gained $20.65 billion in income from people moving into the state. Now, critics fear Zohran Mamdani’s tax agenda could drive even more wealth out of New York. One state is bleeding money, the other is cashing in.

Photo via Reuters

[space @uspaceroman]

@libsoftiktok But you don't know what type of those 4800 roles, locations vs the h1bs they applied new vs renewals. Total headline bs.

[PalePatriotGal14 @PalePatriot14]

The number of R*pes recorded in England and Wales:
1960 = 623
1970 = 884
1980 = 618
1990 = 1,554
2000 = 4,711
2010 = 14,624
2020 = 55,130
2025 = 74,265

Fuck diversity, fuck immigration from 3rd world shit holes