Zooxhzy8_NFT | CRO

Bang Bang Bang 💵💶💴 #FFTB

[Zooxhzy8_NFT | CRO @Zactoto]

Nice

[Midjourney @midjourney]

Announcing a new division of Midjourney called "Midjourney Medical"

[SpaceX @SpaceX]

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.

For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.

We look forward to working closely with the Cursor team to advance our frontier AI capabilities

[Sawyer Merritt @SawyerMerritt]

Updated valuations of Elon Musk's companies based on publicly available info:

• SpaceX: $2.1 trillion
• Tesla: $1.5 trillion
• Neuralink: $9 billion
• The Boring Company: $7 billion

$3.62 trillion combined. Elon has now created $2.5 trillion in wealth for others.

[Zooxhzy8_NFT | CRO @Zactoto]

True

[kache @yacineMTB]

you can outsource your thinking
but you cannot outsource your understanding

[Stripe @stripe]

Introducing the new Stripe Treasury:

• Hold funds in multiple currencies and stablecoins.
• Instantly transfer money to US businesses on Stripe for free.
• Pay anyone in 160 countries with just their email address.
• Earn credits on balances to apply towards Stripe fees.
• Spend funds with a Stripe card.
• Get 2% cash back on card purchases.
• View balances in the Stripe mobile app.
• Use Treasury from any AI app with the Stripe MCP.

[Sawyer Merritt @SawyerMerritt]

This deserves more attention, because it’s a really cool @Starlink use case.

They’re using collars on cattle that connect to Starlink satellites in space, allowing ranchers to create and adjust a “virtual fence” in real time right from their phone in the middle of nowhere. You don't need to be close to a radio tower anymore. Literally no-one has done this before.

[Brivael Le Pogam @brivael]

Elon Musk avait dit un truc qui m'avait marqué sur l'allocation de ressources. En substance : passé un certain niveau de richesse, l'argent n'est plus de la consommation, c'est de l'allocation de capital.

Cette phrase change tout.

L'économie, dans le fond, c'est juste un problème d'allocation. Tu as des ressources finies et des usages infinis. Qui décide où va quoi ?

Imagine une cour de récré. 100 enfants, des paquets de cartes Pokémon distribués au hasard. Tu laisses faire. Très vite, un ordre émerge. Les bons joueurs accumulent les cartes rares, les collectionneurs trient, les négociateurs trouvent des deals. Personne n'a planifié. Et pourtant chaque carte finit dans les mains de celui qui en tire le plus de valeur. Le système maximise le bonheur total de la cour. C'est ça, la main invisible.

Maintenant fais entrer la maîtresse. Elle trouve ça injuste. Léo a 50 cartes, Tom en a 3. Elle confisque, redistribue, impose l'égalité. Trois effets immédiats. Les bons joueurs arrêtent de jouer, à quoi bon. Les mauvais n'ont plus de raison de progresser, ils auront leur part. Les échanges s'effondrent. La cour est égale, et morte. Elle a maximisé l'égalité, elle a détruit le bonheur.

Le problème de la maîtresse, c'est qu'elle ne peut pas avoir l'information que la cour avait collectivement. C'est le problème du calcul économique de Mises, formulé en 1920. L'URSS a essayé de le résoudre pendant 70 ans avec le Gosplan. Résultat : pénuries, queues, effondrement. Pas parce que les Soviétiques étaient bêtes, parce que le problème est mathématiquement insoluble en mode centralisé.

Quand Musk a 200 milliards, il ne les consomme pas, il les alloue. SpaceX, Starlink, Neuralink, xAI. Chaque dollar est un pari sur le futur. Et lui a un track record. PayPal, Tesla, SpaceX. Il a démontré qu'il sait identifier des problèmes immenses et y allouer des ressources avec un rendement spectaculaire.

L'��tat aussi a un track record. Hôpitaux qui s'effondrent, éducation qui décline, dette qui explose, services publics qui se dégradent malgré des budgets en hausse constante. Le marché identifie les bons allocateurs, la politique identifie les bons communicants.

Le profit n'est pas une finalité, c'est un signal. Il dit : tu as alloué des ressources rares vers un usage que les gens valorisent suffisamment pour payer. Plus le profit est gros, plus la création de valeur est grande. Quand Starlink est rentable, ça veut dire que des millions de gens dans des zones rurales ont enfin internet. Quand un ministère est en déficit, ça veut dire qu'il consomme plus qu'il ne produit. L'un crée, l'autre détruit, et on appelle ça redistribution.

Dans nos sociétés il y a deux catégories d'acteurs. Les entrepreneurs et les bureaucrates. L'entrepreneur prend un risque personnel pour identifier un problème, mobiliser des ressources, créer une solution. S'il se trompe il perd. S'il a raison, ses clients gagnent, ses employés gagnent, ses fournisseurs gagnent, l'État collecte des impôts. Il est la cellule de base du progrès humain.

Le bureaucrate ne prend aucun risque personnel. Son salaire est garanti. Au mieux il maintient une rente existante. Au pire il la détruit par excès de réglementation, mauvaise allocation forcée, incitations perverses qui découragent ceux qui produisent. Mais dans aucun cas il ne crée.

Regarde les 50 dernières années. iPhone, internet civil, SpaceX, Tesla, Google, Amazon, Stripe, mRNA, ChatGPT. Toutes des inventions privées, portées par des entrepreneurs, financées par du capital risque. Pas un seul ministère n'a inventé quoi que ce soit qui ait changé ta vie au quotidien.

La France est devenue le laboratoire mondial de la dérive bureaucratique. 57% du PIB en dépenses publiques, record absolu. Une administration tentaculaire, une fiscalité qui pénalise la création de richesse. Résultat : décrochage face aux États-Unis, à l'Allemagne, à la Suisse. Fuite des cerveaux. Désindustrialisation. Dette qui explose.

Et le pire c'est que la mauvaise allocation s'auto-renforce. Plus l'État prélève, moins les entrepreneurs créent. Moins ils créent, moins il y a de base fiscale. Plus l'État s'endette et taxe. Boucle de rétroaction négative parfaite. La maîtresse pense qu'elle aide, et chaque année la cour produit moins.

Dans nos sociétés, ce sont les entrepreneurs, toujours, qui font avancer la civilisation. Les bureaucrates au mieux maintiennent une rente, au pire la détruisent. Aucune société n'a jamais progressé en taxant ses créateurs pour subventionner ses gestionnaires.

La question n'est jamais qui a combien. C'est qui alloue le mieux la prochaine unité de ressource pour maximiser le futur de l'humanité. La réponse depuis 200 ans n'a jamais changé. Ce ne sont pas les fonctionnaires.

[World Athletics @WorldAthletics]

HISTORY HAS BEEN MADE 🫨

Sabastian Sawe becomes the first person ever to break the 2-hour barrier in official race conditions, storming to a historic 1:59:30‼️

@KejelchaYomif, on his marathon debut, also breaks 2 hours with a stunning 1:59:41 and @jacobkiplimo2 clocks 2:00:28, also faster than the previous world record 😤

[Aakash Gupta @aakashgupta]

Jeff Bezos just said an AI crash would be the best thing that ever happened to AI.

Sounds insane until you look at what happened last time.

Telecom companies invested $500 billion into fiber optic cable between 1996 and 2001. Most of it financed with debt. The growth in capacity outstripped demand by orders of magnitude. By 2005, 85% of the fiber they laid was still dark. Unused. The companies that built it went bankrupt. WorldCom. Global Crossing. 360networks. Exposed as fraud, overleveraged, or both. $2 trillion in telecom stock value evaporated.

The cable stayed in the ground.

80.2 million miles of fiber, representing 76% of all digital wiring in the United States at that point, survived every bankruptcy filing and liquidation sale. The glass in the ground didn't care who owned the company above it.

Amazon launched Prime Video on that fiber. Netflix streamed its first original on it. Google built YouTube on bandwidth that cost 90% less than it would have before the crash because dead companies had already paid for the capacity. Every cloud platform, every streaming service, every video call you've taken in the last decade runs on infrastructure that bankrupt telecom companies subsidized with investor money they never returned.

Now look at 2026. Big Tech is spending $400 billion on data centers this year alone. Amazon's capex plan is $200 billion, the largest in corporate history. The AI bubble, by one estimate, is 17 times the size of the dot-com bubble. Bezos himself called it an "industrial bubble" at Italian Tech Week.

Here's why he's calm about it. He watched the exact same movie in 2001. Amazon nearly died in that crash. Stock dropped 90%. But when the dust settled, Bezos had cheap bandwidth, empty data centers looking for tenants, and a trained workforce of engineers that the dead dot-coms had paid to train. AWS was built on the rubble.

The pattern is specific. Investors fund infrastructure. Companies die. Infrastructure survives. The next generation builds on it at a fraction of the original cost.

Data centers don't disappear when an AI startup folds. Chips depreciate, but the buildings, the power connections, the cooling systems, the land with energy contracts attached to it: all of that persists. When AI companies fail, they'll leave behind computing capacity that someone else will rent for pennies on the dollar.

Bezos is making a $200 billion bet with full awareness that much of the industry around him will collapse. He's seen this before. The last time the bubble popped, it handed him the raw materials to build a $2 trillion company.

The investors who funded the fiber never saw a return. The company that inherited it became the most valuable on earth.

[Perplexity @perplexity_ai]

Today we're releasing Personal Computer.

Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser.

We’re rolling this out to all Perplexity Max subscribers and everyone on the waitlist starting today.

[Shanaka Anslem Perera ⚡ @shanaka86]

Nine billion miles of driving data just became a chip.

Tesla AI5 is finalized for production. The design files are at Samsung in Texas and TSMC in Arizona. The transistors are locked. There is no going back. Tape-out is the hardest gate in semiconductor engineering because everything before it is reversible and everything after it is silicon.

How this particular chip was designed is the most interesting part.

Nvidia builds general-purpose GPUs. They pack transistors into a full-reticle die, ship it with CUDA, and let customers figure out which operations matter. Blackwell B200 delivers 4.5 petaFLOPS at up to 1,000 watts. It runs any model for any customer. That generality is the moat and the tax. Every workload pays for circuits it never uses.

Tesla designed AI5 backward. They started with 9 billion miles of FSD inference data and asked one question: where does the neural network waste cycles? The answer was softmax computation and quantization precision loss. Two specific mathematical operations that consume disproportionate silicon area and power in every general-purpose GPU on Earth. Operations that Nvidia cannot optimize away because other customers need those transistors for different workloads.

Tesla hardened them. Burned custom quantization and softmax accelerator blocks directly into the die. Five times more efficient on those operations than any general-purpose equivalent. Then they added 10 times the raw compute and 9 times the memory capacity relative to AI4. The result: a single AI5 system-on-chip delivers roughly 5 times the useful compute of the current dual-chip AI4 configuration at an estimated 250 watts. Musk has framed a single AI5 as Nvidia Hopper class and dual AI5 as Blackwell class for Tesla workloads, at 3 to 5 times better power efficiency and roughly 10 times better performance per dollar.

This is not a chip designed to compete with Nvidia. This is a chip designed to run one thing: the learned differentiable physics engine that emerged from 9 billion miles of camera observation. Every transistor serves that engine. No wasted silicon. No generality tax. The neural network wrote its own hardware.

The chip goes to two foundries. Samsung in Taylor, Texas. TSMC in Arizona. Both American. Musk thanked both this morning and added: “It will be one of most produced AI chips ever.”

Samples arrive late 2026. Volume targets H2 2027. In the same post, Musk confirmed AI6, Dojo3, and “other exciting chips” are in active development. The 9-month cadence is real. AI6 targets tape-out by December. Dojo3 restarts on the unified architecture after Musk shut down Dojo2 last August as an “evolutionary dead end.” Intel joined Terafab eight days ago for advanced packaging. The $16.5 billion Samsung deal runs through 2033.

The chip that taped out this morning is not a product. It is the physical crystallization of 9 billion miles of learned physics into transistors optimized for the exact mathematical operations that physics requires. The software trained on the road. The silicon was designed from what the software learned. And the factory that will mass-produce it is being built in the same city where the cars that generated the training data roll off the line.

The loop is closed.

[Aakash Gupta @aakashgupta]

xAI just closed $20B at roughly $240B valuation.

This round matters more than the headline suggests.

The math first. In 18 months, Musk built a company worth nearly half of OpenAI while raising a fraction of what Sam Altman has accumulated. xAI’s total capital sits around $32B. OpenAI has pulled in $64B+ and is hunting for another $100B that would value it at $830B. The efficiency gap tells you something about how these two companies operate.

The strategic investor list deserves attention. NVIDIA and Cisco didn’t invest in xAI for the vibes. They’re betting on infrastructure buildout. When your chip supplier and networking giant both take equity positions in your AI company, that signals something different than another venture round.

Here’s where the analysis gets interesting.

The 600 million MAU figure in xAI’s announcement combines X platform users with Grok users. That’s a clever framing choice. Independent data shows Grok itself runs closer to 30-64 million monthly actives depending on the source. Still meaningful growth. Grok jumped 436% after Grok 3 launched. But the combined X+Grok metric obscures where engagement actually lives.

The model quality story is more compelling than the user numbers anyway.

On recent benchmarks, Grok 4 holds its own against OpenAI’s best. LMSYS arena rankings put Grok 4.1 Thinking at the top of user preference scores. On scientific reasoning benchmarks like GPQA Diamond, Grok competes with Gemini 3 and GPT-5. The “late to the game” narrative from 2023 looks increasingly dated.

The market share picture tells a different story though.

ChatGPT commands roughly 68% of traffic. Gemini sits around 18% and climbing fast. Grok holds somewhere between 2-3% depending on how you measure. Claude hovers near that range too. The leaderboard reads: ChatGPT, Gemini, then everyone else fighting for scraps.

OpenAI has 800 million weekly users generating feedback loops that improve the model faster. Anthropic owns the enterprise coding market. Google controls the operating system layer on 3 billion Android devices. The gap between xAI’s $240B valuation and OpenAI’s $500B+ valuation reflects real differences in market position.

What Elon is buying with this $20B is runway to stay in the race until one of two things happens: either Grok achieves technical parity and X’s distribution advantage kicks in, or the entire market fragments enough that being number three or four still represents a massive business.

The model suggests he has time. Compute is scaling. Colossus runs 1 million H100 equivalents. Grok 5 is training now. The question isn’t whether xAI can build competitive models. They’ve proven they can. The question is whether anyone can dislodge ChatGPT’s default status before the market calcifies.

History offers some guidance. Google dominated search for 20 years despite technically competent alternatives. But social networks flip faster. TikTok displaced Instagram’s grip on short video in three years. AI assistants might follow either pattern.

If they follow the search pattern, OpenAI wins and everyone else becomes a niche player. If they follow the social pattern, whoever builds the most compelling daily experience captures attention and everything downstream from it.

The $20B bet is that AI follows the social pattern. And that having 400 million X users, Tesla integration, and competitive models gives xAI a shot at being that daily experience for a meaningful segment of users.

That’s a real thesis. Whether you believe it depends on whether you think AI tools are more like search engines or more like social feeds.

[Nina Schick @NinaDSchick]

For two hundred thousand years, intelligence has been the rarest resource on earth. Locked inside individual human minds. Non‑scalable. Scarce. Every advance in civilization — every leap in science, art, industry, and statecraft — flowed from that scarcity.

Artificial intelligence breaks that pattern. It makes intelligence abundant. It makes it cheap. It makes it scale. This is not just another wave of automation or software. It is the industrialization of intelligence itself.

When intelligence becomes a utility, it stops being a tool that sits on top of society and starts becoming the foundation of society. It is a transformation as profound as the harnessing of electricity — but on a higher plane. Electricity powered machines. Industrial intelligence powers knowledge. And knowledge shapes everything.

This shift will reorder the very structures that underpin nations. The two pillars that define sovereignty — economic strength and security — are being rebuilt on a substrate of machine intelligence. Nations that master this new utility will not simply gain efficiency. They will redefine what prosperity, power, and freedom mean in the 21st century.

For me, this is the central story of our time. It is not about the latest app. It is not about hype cycles. It is about the first time in history that intelligence itself — the raw material of progress — has become infinite and industrial. The question is not whether it will transform society. It already is. The question is who will shape that transformation.

[Pickle @pickle]

Introducing Pickle 1, the first soul computer.

Order batch 1 today at https://t.co/IOzZg44Qcv

[Ivan Zhao @ivanhzhao]

https://t.co/fxHYR6S29D

[Ricardo @Ric_RTP]

Elon Musk just confirmed the most INSANE IPO in history.

SpaceX is going public in 2026.

$1.5 TRILLION valuation. Raising $30+ billion.

That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019.

But here's what everyone's missing:

This isn't about space tourism or Mars missions.

Elon is literally about to win the entire AI race.

And 99% of people have no idea how...

Here's the problem killing every AI company right now:

POWER.

Oracle just reported earnings.

They burned through $12 BILLION in one quarter building data centers.

Their free cash flow? NEGATIVE $10 billion.

Revenue missed estimates. Stock crashed 11%.

Microsoft, Amazon, Google all scrambling to find enough electricity for AI training.

The brutal math:

The US generates 490 gigawatts of total power.

AI is projected to need 123 gigawatts by 2035.

That's a QUARTER of the entire electrical grid. Just for artificial intelligence.

Goldman Sachs says AI energy demand could jump 165% by 2030.

There is literally not enough power on Earth to run AI at the scale these companies are promising.

Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs.

And the infrastructure can't keep up.

Elon's solution?

Stop building on Earth entirely.

SpaceX is building data centers in SPACE.

Not a concept. Not 10 years out. Literally starting in 2026.

They're upgrading Starlink V3 satellites to carry AI computing chips.

Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks.

And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year.

At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years.

Just from satellites. Processing in orbit.

While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything:

The rockets. The satellites. The launch infrastructure. The AI company (xAI).

He doesn't need to ask utilities for permission.

Doesn't need grid approvals from local governments.

Doesn't need to build nuclear plants or wait for clean energy.

He just launches.

And everyone else is scrambling to catch up:

Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers.

Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027.

Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space.

But they're all 3+ years behind Elon.

SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built.

The $30 billion from the IPO?

Going straight into scaling orbital compute.

SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026.

Most of that from Starlink. Now add space-based AI infrastructure on top.

Here's why this matters:

Whoever controls orbital computing controls the AI revolution.

And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required.

Jensen Huang, Nvidia's CEO, called space data centers "a dream."

Translation: Nvidia is screwed if Elon actually pulls this off.

Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer.

OpenAI needs compute? Running on SpaceX satellites.

Google needs more capacity? Renting orbital infrastructure.

Microsoft needs power? Paying SpaceX for launch and compute access.

Elon won't just be in the AI race.

He'll own the entire track everyone else is running on.

The $1.5 trillion valuation sounds crazy until you realize what he's actually building.

It's not a rocket company. It's the infrastructure layer for the next 50 years of computing.

People calling it overvalued have no idea what's coming.

[Shopify @Shopify]

this just in: entrepreneurs made Black Friday weekend unforgettable

➡️ $14.6B in global sales, 27% above last year (24% constant currency)
➡️ 15.8K+ entrepreneurs made their first sale
➡️ 81M+ shoppers purchased from Shopify businesses

that’s how it’s done

[tobi lutke @tobi]

The Live Globe is back on @SphereVegas

100% live data, rendered in real-time, built with threejs, React, and a lot of shaders

3…2…1…

[Daniel Beauchamp @pushmatrix]

This is three.js running on the Exosphere. 🤯

Rendering in realtime from a browser at 8K / 60fps.

Here’s how Shopify just pulled it off 👇

[The White Whale @WhiteWhaleLabs]

The Psychology of Liquidity

There’s a strange rhythm to crypto.

Price moves, people react, narratives get stitched together after the fact, and then the entire crowd convinces itself it “saw it coming.”

They didn’t.

They recognized it when it was already happening.

This market runs on liquidity psychology.

Most people don’t trade the market.

They trade their feelings about the last 48 hours of the market.

You can watch it in real time:

Price shifts direction
Social feeds suddenly become “experts” on that direction
New explanations get retrofitted to match the move
Within hours, the move becomes “obvious” to everyone

Except it wasn’t obvious beforehand.

If it were, half the timeline would be retired multimillionaires.

This space is built on lagging psychological interpretation.

Not analysis.

Interpretation.

Crypto punishes emotional latency more than anything else.

The market rotates faster than most people can update their mental models. So by the time their brains catch up, liquidity has already migrated somewhere else entirely.

That’s why you see people call bottoms at tops, tops at bottoms, reversals 12 hours late, continuations 12 hours early, and “obvious” setups that magically appear once the confirmation candles have already printed.

It’s just neurology.

Humans are slow.

Liquidity is not.

If you want to survive in this ecosystem long term, you have to detach from the reflexive, crowd-driven interpretation cycle. The herd sees a move and looks backwards.

Predators see the same move and look forwards.

That’s the actual edge.

Because the market is hunting your delayed cognition.

Your hesitation.

Your emotional afterglow from the previous move.

Your tendency to fight the last battle instead of the current one.

The best traders aren’t perfect.

They operate in a mental framework where the questions are:

What does this move change?
How does it shift behavior?
Where does liquidity now want to go?
What trap just got set or just got sprung?
What new incentives form when the crowd believes one thing too confidently?

That’s the mindset that keeps you sharp.
Not the dopamine loop of “calling it” after the chart confirms your feelings.

Most people don’t realize how predictable the crowd really is. The same emotional fingerprints show up every cycle, every trend, every microstructure shift. And the faster the market goes, the more exposed they become.

Liquidity hunts where cognition slows.
And cognition slows exactly where ego picks up.

If you want to play this game at scale - if you want to be early rather than reactive - you have to break out of that cycle. You have to train your mind to interpret the market as it is, not as your emotions prefer it to be.

The real battle isn’t with price.

It’s with lag and the inability to be forward thinking.

🫡 From the depths —
The White Whale 🐋