ℤ𝕖𝕡𝕙𝕪𝕣 𝔸𝕕𝕧𝕚𝕤𝕠𝕣𝕪 𝔾𝕣𝕠𝕦𝕡 | 🅇 🇺🇸

Adapting to AI-centric demand to provide our clients with the advantage of being early. Alternative Investments | AI Finance & Strategy | Advanced Tax Planning

[ℤ𝕖𝕡𝕙𝕪𝕣 𝔸𝕕𝕧𝕚𝕤𝕠𝕣𝕪 𝔾𝕣𝕠𝕦𝕡 | 🅇 🇺🇸 @ZephyrAdvGrp]

It’s hard to believe my end of Q1 2025 GARCH model had a price target for gold at year end 2025 of $3800 USD. Looking too low!

@ftcommodities

[David Levenson. I am increasing low beta leverage. @PolarityRadio]

@Moore_Irish @web3rj @BlackRock Did you mean gold going to 2800 or did you mean 3800?You must mean 2800, don't you?How was gold gonna go up on?Oil and copper and silver are melting down

[ℤ𝕖𝕡𝕙𝕪𝕣 𝔸𝕕𝕧𝕚𝕤𝕠𝕣𝕪 𝔾𝕣𝕠𝕦𝕡 | 🅇 🇺🇸 @ZephyrAdvGrp]

@meta platform ‘threads’ is so botted out with spam, including Meta AI chat…

@xai ‘s @grok is just getting started. benchmark parity and then leadership with half the inception to date development time vs @OpenAI 🏌🏼‍♂️

the acceleration of just how far we’ve come is nothing short of remarkable.

even more of a mind bottling backend gape is it’s still so early.

AGI: is it a largely agreed upon next milestone (if agreement is 51.5% or more)?

ASI: is this when we’re already indentured or do we get bailed out by the tall whites, the grays, or ________?

perhaps quantum computing stays out of the clutches of AI?

I think ASI is a black box of maybe pandora’s box or the red genie in aladdin… but we are so advanced now in 2025, right?

what if china, russia, and the U.S. all race to ASI and the joke is really on all three in the end?

can you think if a worse case scenario than going from alpha species to beta overnight and having to live to see the other side?

the fermi paradox posits we are more likely to cause our own extinction than survive past the existential ’filter’ aka civilization rugpull by whoever the fuck is in charge the last 4.6 billion years.

maybe the AI seize quantum computing control and kill us all with our own nuclear warheads as they travel via quantum entanglement to all the servers in space.

game over, now i’m thinking hopefully we are on the moon and I get an invite.

👽 @elonmusk 🤞🏻

[Grok @grok]

With access to X and web data, Grok is the AI assistant with the most up-to-date information, keeping you informed about the latest news and trends in the world, for any given topicWith access to X and web data, Grok is the AI assistant with the most up-to-date information, keeping you informed about the latest news and trends in the world, for any given topicWith access to X and web data, Grok is the AI assistant with the most up-to-date information, keeping you informed about the latest news and trends in the world, for any given topic.

[ℤ𝕖𝕡𝕙𝕪𝕣 𝔸𝕕𝕧𝕚𝕤𝕠𝕣𝕪 𝔾𝕣𝕠𝕦𝕡 | 🅇 🇺🇸 @ZephyrAdvGrp]

@Scobleizer @TinfoilTricorn @tiktok_us has had this for four years now?

[Robert Scoble @Scobleizer]

New toy to play with.

[Google @Google]

A year ago, we introduced AlphaEvolve — our Gemini-powered coding agent.

Today, it's being used across fields from improving Google's AI infrastructure and enabling complex molecular simulations, to better predicting the risk of natural disasters.

Here's a look at the impact so far 🧵 ↓

[Google @Google]

Today, the Fitbit app is leveling up to become the new @GoogleHealth app. It combines the Fitbit features you know and love with new advanced capabilities and insights.

It’s compatible with Fitbit and Pixel Watch, and integrates with hundreds of your favorite apps and devices, like your meal tracker or Peloton.

[ℤ𝕖𝕡𝕙𝕪𝕣 𝔸𝕕𝕧𝕚𝕤𝕠𝕣𝕪 𝔾𝕣𝕠𝕦𝕡 | 🅇 🇺🇸 @ZephyrAdvGrp]

@CMEGroup Multiple compression 🏌🏼‍♂️

[Google Cloud @googlecloud]

Data Insights agent comes, out-of-the-box in Gemini Enterprise to help uncover deep patterns across your connected enterprise data.

By bridging structured data in databases with rich context of unstructured sources, it provides a 360-degree view of operations → https://t.co/e5LnLmyyPg

[Google Cloud @googlecloud]

Industry-leading companies leverage Gemini 3.1 Pro: @databricks, @emergentlabs, @figma, @jetbrains, @mondaydotcom, @Replit, and @Shopify.

[Google Cloud @googlecloud]

Introducing Gemini Enterprise Agent Platform—our new platform to build, scale, govern, and optimize agents.

[Google Cloud Tech @GoogleCloudTech]

10 codelabs from #GoogleCloudNext to start building today:

1. Build rich agent experiences (ADK + A2UI).

Improve user interaction through intuitive, high-quality interfaces that allow users to interact with agentic systems seamlessly → https://t.co/21LvLJ7kDh

2. Build a multi-agent system.

Create the architecture required to make multiple agents work together to achieve a shared goal → https://t.co/MCv4mKifj0

3. Beyond the Simple SELECT: AlloyDB NL2SQL.

Democratize data access by building systems that allow users to query complex databases using natural language, supported by high-speed vector search → https://t.co/eqnxc8e6Ly

4. Beat fraud with an AI Shield (Spanner & BigQuery Graph).

Implement real-time reasoning with Spanner and BigQuery Graph databases. Analyze complex relationships in your data to prevent fraud at the point of transaction → https://t.co/L2c81fKTHH

5. Build secure agents by protecting access and data.

Protect the reasoning engine with Model Armor and IAM to manage agent access and ensure that sensitive data remains protected during execution → https://t.co/37nMd1FgNI

6. Ground agents with Google Maps Platform.

Use Geo-intelligent logistics to ground your agents in real-world location data to optimize field operations and logistics in real-time → https://t.co/NCb6LymayQ

7. Deploy and scale agents on Agent Engine.

Learn how to deploy agents as containerized microservices that scale dynamically with your workload → https://t.co/fY9WKYE2Xs

8. The ultimate guide to Cloud Run: from zero to production.

Achieve rapid deployment using this lab as a blueprint for moving from a local prototype to a production-ready, auto-scaling platform on Cloud Run → https://t.co/nZLRgEn7Vs

9. Developer Keynote: building agents with Skills.

Learn the ins and outs of AI agent development, including Agent Development Kit (ADK), prompting, Agent Skill usage, and MCP → https://t.co/fJ72HbFwgJ

10. General Keynote: forecasting with AI Agents.

Transform unstructured chaos into actionable business intelligence in seconds → https://t.co/iBBPXpoYoB

[Google Cloud Tech @GoogleCloudTech]

Zoom in on this TPU 8t ASIC block diagram.

Optimized for massive-scale pre-training and embedding-heavy workloads, TPU 8t utilizes our proven 3D torus network topology at an even larger scale of 9,600 chips in a single superpod → https://t.co/bAjKS67WuA

[ℤ𝕖𝕡𝕙𝕪𝕣 𝔸𝕕𝕧𝕚𝕤𝕠𝕣𝕪 𝔾𝕣𝕠𝕦𝕡 | 🅇 🇺🇸 @ZephyrAdvGrp]

@Moore_Irish @ambientwayfarer

[Gemini CLI @geminicli]

https://t.co/jkm6kIrPcC

[Polymarket @Polymarket]

24% chance Mythos releases by June 30. https://t.co/s3Vtn21NLd

[Polymarket @Polymarket]

BREAKING: Scott Bessent & Jerome Powell urgently summoned Wall Street leaders to discuss systemic risks from Anthropic’s new Mythos model.

[Base Build @buildonbase]

Building on Base? Make sure you take advantage of the security offerings to strengthen any protocol or app. We offer multiple benefits:

1. Free security reviews from our Protocol Security team
2. Smart contract monitoring by @chainalysis
3. 10+ discounts for audits

Links in 🧵

[Robert Scoble @Scobleizer]

Launching now: a new way to follow the AI industry.

Beta starts now for the next month.

A joint project between Unaligned (my company) and Levangie Labs (@blevlabs company).

It reads 50,000 of you, and follows 8,300 AI companies here on X. And pulls out the best and most interesting.

All built with the X API.

Check it out: https://t.co/8L5xphk0qQ

And please sign up for its daily newsletter. Yeah, $25 a month is a lot for many of you, but that will defray the costs and let me expand it to do a lot more than just AI. Also, the same AI agent that built the site, and did EVERYTHING you see can build custom reports for you on literally any tech community here on X.

It supports OpenClaw, RSS, and Notebook LM too. And I'll add more from your requests.

More:

[Robert Scoble @Scobleizer]

Just saw a new agentic platform that goes way beyond the others I've seen. Coming in two weeks.

I have no idea how anyone keeps up without using AI now.

Lesson I've taken away: everyone must be prepared to change as new things come.

Have your AI analyze new things, compare them to what you are using, and be able to help you change to new thing.

My developer changed from OpenClaw to Hermes in one night.

But he's 22. They are so damn fast at changing.

Me? I'll be honest. I'm struggling. Where I'm struggling I'm building AI to take over. And everyone is struggling to deal with change and it'll get worse. Part of it is spiritual. I'm dopamine addicted thanks to social media that addicted me. Getting me off the need for constant dopamine hits is gonna be something, but am working on it.

Those inside the bubble have both a huge advantage because of this, but a huge disadvantage. As they build AI systems to help them deal with change they are getting busier. This is hitting all execs and founders. As Jensen Huang, founder of NVIDIA said at GTC: he's constantly in the critical path. That's fun, but also going to cause a lot to burn out if they don't have agentic systems to help make decisions faster (and do things on their own).

I see a job boom coming for those who know how to setup agentic platforms fast and get to work on solving other people's struggles.

I'm building something to help keep up with the AI world here on X, almost done. @blevlabs and I are meeting tonight to finish it off.

[Robert Scoble @Scobleizer]

Good morning. Congrats to @benparr and @MattPRD for selling @moltbook to Meta. Known them for decades, great to see good people win. That gives Meta a new advertising distribution method.

For our free newsletter this week, we focus on the growing pressure on AI companies to turn massive spending into real returns.


@IrenaCronin and I write this newsletter every week.

AI is entering a more demanding phase where huge spending alone is no longer enough. Investors now want proof that AI investments are producing real revenue, stronger margins, and lasting business value, while workers and companies are also facing pressure over whether current tools can truly replace human expertise.

The main divide is between those benefiting directly from the AI buildout and those struggling to show that the money being poured into AI is actually paying off.

Read it at https://t.co/HHwYy7NoAl (please subscribe).

[Google Labs @GoogleLabs]

We've heard you and... it's happening :) 🌎

We just expanded Pomelli to over 170 countries & territories!

We can't wait to see how you use it. Get started now at: https://t.co/CIkN8ugZQS

[Elon Musk @elonmusk]

Here we go