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@APompliano Tesla. Most sought out company by engineers. We all agree people are the number 1 asset - Tesla gets to pick the best in the world and combine knowledge with the second most sought out company -Spacex.... Battery cost decline, autonomous taxi network, solar, cult following.
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brett adcock just called figure 04
-- the iPhone 1 version of humanoids --
full design lock, parts starting to ship, and he says it'll be "the largest step up we've ever made between generations."
they put all four generations on screen today and kept 04 behind a blur
is this
-- the iPhone 1 version of humanoids --
full design lock, parts starting to ship, and he says it'll be "the largest step up we've ever made between generations."
they put all four generations on screen today and kept 04 behind a blur
is this
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Elon just went full sci-fi on tesla's Q3 call
"the Optimus robots will build the future Optimus robots, so you have a recursive function. So when you have a recursive multiplicative exponential, things will really grow extremely fast. They may start from a small base, but o crazy levels. And I think at some point there will be more humanoid robots on earth than there are humans."
early optimus production just started in Fremont
8 billion of us
he wants more of them 🤖
"the Optimus robots will build the future Optimus robots, so you have a recursive function. So when you have a recursive multiplicative exponential, things will really grow extremely fast. They may start from a small base, but o crazy levels. And I think at some point there will be more humanoid robots on earth than there are humans."
early optimus production just started in Fremont
8 billion of us
he wants more of them 🤖
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Marathon Fusion’s claim is that a fusion power plant could produce roughly 2–5 tonnes of gold per year per gigawatt of electricity (or thermal power, depending on the exact framing) as a byproduct of neutron multiplication for tritium breeding. Global mine production is currently around 3,650–3,700 tonnes per year, and the total above ground stock is roughly 220,000+ tonnes.
A single large fusion plant (or even a few of them) would therefore be a rounding error.
To move the needle meaningfully on annual supply you would need hundreds of gigawatts of operating fusion capacity that all adopted this specific mercury blanket approach.
A single large fusion plant (or even a few of them) would therefore be a rounding error.
To move the needle meaningfully on annual supply you would need hundreds of gigawatts of operating fusion capacity that all adopted this specific mercury blanket approach.
In 2025, we published a bold proposal to use fusion reactors for gold production.
And now we’ve done it: Mercury transmuted into stable gold, using fusion neutrons, at 10x the record set by CERN in 2025.
We’ve reduced alchemy to a series of difficult but tractable engineering problems.
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while everyone watched a kung fu robot today, Agility posted something more important 🤖
> 4 new customers
> $300m in Digit orders
> new 50,000 sq ft hub in Pittsburgh.
flips get views. orders build companies.
$CCXI becomes $AGLT soon 👀
> 4 new customers
> $300m in Digit orders
> new 50,000 sq ft hub in Pittsburgh.
flips get views. orders build companies.
$CCXI becomes $AGLT soon 👀
We're expanding in Pittsburgh. Our new 50,000-square-foot facility will be Agility's center of excellence for software and AI, and home to our East Coast service center for Digit.
agilityrobotics.com/content/agilit…
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Necessity over speculation….
I’ve been waiting for a potential moment on the horizon. When people buy digital assets not for potential upside in price, but for a sudden need. With AI agents and brand new math being discovered (plus quantum computing), old school infrastructure is the easy first target. When people can no longer trust their banks with data and security, they may flock to the hardest, most pristine money. bitcoin:native
I’ve been waiting for a potential moment on the horizon. When people buy digital assets not for potential upside in price, but for a sudden need. With AI agents and brand new math being discovered (plus quantum computing), old school infrastructure is the easy first target. When people can no longer trust their banks with data and security, they may flock to the hardest, most pristine money. bitcoin:native
Hackers reportedly used Claude and Grok to automate attacks targeting over 400 banks and other financial targets in Latin America. Via the information
In one of the first documented cases of its kind, AI agents appear to have stolen data and accessed bank accounts with little es attacks much easier to scale, potentially overwhelming defenders. I guess this is just the beginning
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another Bittensor tailwind
bittensor:native
bittensor:native
Dominance of closed source models is an existential threat to Nvidia
Jensen has been clear since earlier this year that strong open source models are essential
It’s game theoretically optimal for Nvidia to build frontier open source models optimized for its own hardware
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50 cents hit 🎯
if there was a breakthrough AI protocol
would you even understand it?
ethereum:0x738865301a9b7dd80dc3666dd48cf034ec42bdda ~~ @Tau_net is that project
getting some much deserved attention
after Vitalik highlights formal verification
🐂 bullish facts:
Team: Ohad Asor is a logician/mathematician/AI researcher; team includes PhDs/researchers in logic, automata theory, knowledge representation and formal methods
Core breakthrough: a decidable language that can reason about its own specifications
Pointwise Revision: new requirements can update a system while preserving as much existing behavior as possible
Program synthesis: specifications can generate executable programs, not just verify them
Adaptive software: AI/software that can modify its own rules while remaining formally constrained
Tau Net: governance becomes formal specifications that can be collectively changed and automatically synthesized
The real bet: formally constrained software that can reason about and safely evolve its own logic
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if there was a breakthrough AI protocol
would you even understand it?
ethereum:0x738865301a9b7dd80dc3666dd48cf034ec42bdda ~~ @Tau_net is that project
getting some much deserved attention
after Vitalik highlights formal verification
🐂 bullish facts:
Team: Ohad Asor is a logician/mathematician/AI researcher; team includes PhDs/researchers in logic, automata theory, knowledge representation and formal methods
Core breakthrough: a decidable language that can reason about its own specifications
Pointwise Revision: new requirements can update a system while preserving as much existing behavior as possible
Program synthesis: specifications can generate executable programs, not just verify them
Adaptive software: AI/software that can modify its own rules while remaining formally constrained
Tau Net: governance becomes formal specifications that can be collectively changed and automatically synthesized
The real bet: formally constrained software that can reason about and safely evolve its own logic
would you even understand it?
ethereum:0x738865301a9b7dd80dc3666dd48cf034ec42bdda ~~ @Tau_net is that project
getting some much deserved attention
after Vitalik highlights formal verification
🐂 bullish facts:
Team: Ohad Asor is a logician/mathematician/AI researcher; team includes PhDs/researchers in logic, automata theory, knowledge representation and formal methods
Core breakthrough: a decidable language that can reason about its own specifications
Pointwise Revision: new requirements can update a system while preserving as much existing behavior as possible
Program synthesis: specifications can generate executable programs, not just verify them
Adaptive software: AI/software that can modify its own rules while remaining formally constrained
Tau Net: governance becomes formal specifications that can be collectively changed and automatically synthesized
The real bet: formally constrained software that can reason about and safely evolve its own logic
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Snowmoon is Vitalik’s 32-chapter sci-fi novel he just finished and open-sourced.
It’s set in Veridia, a crypto-native society that runs on ZK proofs, quadratic voting, privacy tech, and messy decentralized governance, clashing with the more authoritarian Arctic Empire.
The in-world money is zipcoin. People use it for payments, reputation loans, and even burning coins to send anonymous messages.
Within an hour of Vitalik posting “this thing is done,” two main unofficial memes popped on ETH:
$ZC / zipcoin — the actual currency from the book
$SNOWMOON — the book title itself
Both already did six-figure volume.
it’s bull market time 🐂
It’s set in Veridia, a crypto-native society that runs on ZK proofs, quadratic voting, privacy tech, and messy decentralized governance, clashing with the more authoritarian Arctic Empire.
The in-world money is zipcoin. People use it for payments, reputation loans, and even burning coins to send anonymous messages.
Within an hour of Vitalik posting “this thing is done,” two main unofficial memes popped on ETH:
$ZC / zipcoin — the actual currency from the book
$SNOWMOON — the book title itself
Both already did six-figure volume.
it’s bull market time 🐂
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