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The opportunity to zig while the rest zag could be a whole follow up piece to this. Take the gains offered by “our new AI toolkit” and go find interesting problems to solve in verticals outside AI with an enhanced set of resources.
Absolutely true for financial tech but that’s ss.
Bravo @zebriez - great read.
Absolutely true for financial tech but that’s ss.
Bravo @zebriez - great read.
The people of Silicon Valley are unwell.
If you work at a frontier lab or decacorn, you’ve got it bad. You haven’t seen your kids, your girlfriend’s annoyed, invites from friends to hang out are waning, even weddings are on hold. This is the time to make your mark and make your money, after all.
If you’re building a startup that’s trying to compete with or be one of these companies, you’ve got it bad. Maybe you passed up a job offer at one a couple years back, which means you left $100M on the table, you fucking idiot. Being an underdog isn't as fun as you thought.
If you’re working on a pre-AI startup, you’ve got it bad. Not too long ago you were the belle of the ball, but now your 30% year-on-year growth doesn’t feel like growth at all. It feels like death.
"Too many of my friends are spiraling," Brie Wolfson writes. "I don’t know how we’re supposed to live and work like this."
It’s all too much, too fast. Too much money, too much growth, too much power, too much change. Every month, a new frontier model is released. Every day, a new unicorn is minted. Seriously. 300 days into the year 2026, and 311 unicorns have been minted so far.
So what’s left for the sane ones? Brie went looking for teams playing a different game. She found one in Ottawa: a search infrastructure company that many of the AI darlings rely on.
It's growing fast, and its people are well.
Read @zebriez’s latest company dispatch from inside the sane asylum of turbopuffer.
colossus.com/article/sane-a…
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Our AI spend at Everdawn is up significantly too.
The more important number is output. That went up far more.
One engineer, or one team, per product is no longer efficient.
Internally we now push what I call a parallelization workflow instead.
Each engineer picks up several tasks across several products at once, with multiple agents running per workstation.
The bottleneck turned out to be the MacBooks themselves. We could not deploy more agents per machine. So we invested in hardware and allocated a dedicated AI budget.
The result is a lean team with the throughput of a 100+ person engineering org.
We launched Everdawn into a perfect storm. I have not had a period like this as an entrepreneur.
The more important number is output. That went up far more.
One engineer, or one team, per product is no longer efficient.
Internally we now push what I call a parallelization workflow instead.
Each engineer picks up several tasks across several products at once, with multiple agents running per workstation.
The bottleneck turned out to be the MacBooks themselves. We could not deploy more agents per machine. So we invested in hardware and allocated a dedicated AI budget.
The result is a lean team with the throughput of a 100+ person engineering org.
We launched Everdawn into a perfect storm. I have not had a period like this as an entrepreneur.
Companies using AI now spend an average of $1,024 per employee on it
Nearly 2x what they spent last year
Charts of the Week: a16z.news/p/charts-of-th…
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The alarm never rings at a convenient hour.
Really proud of our team and close partners stepping up to the challenge yet again.
We actively helped freeze funds stolen from Binance and we shut down the perpetrators who tried to route through @USDT0_to infrastructure…. we continue to remain proactive.
It’s an intricate coordination between investigations, security operators, signers and outside partners.
Thanks to everyone involved.
Really proud of our team and close partners stepping up to the challenge yet again.
We actively helped freeze funds stolen from Binance and we shut down the perpetrators who tried to route through @USDT0_to infrastructure…. we continue to remain proactive.
It’s an intricate coordination between investigations, security operators, signers and outside partners.
Thanks to everyone involved.
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Legacy Mesh is back online.
Transfers were paused earlier as a precaution during the Binance incident and are flowing again.
We are still monitoring closely and will keep acting wherever we can, as we did with the freeze on Polygon.
Transfers were paused earlier as a precaution during the Binance incident and are flowing again.
We are still monitoring closely and will keep acting wherever we can, as we did with the freeze on Polygon.
Legacy Mesh has been paused. Just precautions. We will be back up soon.
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$6.18M USDT0 frozen on @0xPolygon.
Our team is continuing to monitor the Binance incident and has frozen funds connected to it. We’ll keep acting as the situation develops.
polygonscan.com/address/0x5227…
Our team is continuing to monitor the Binance incident and has frozen funds connected to it. We’ll keep acting as the situation develops.
polygonscan.com/address/0x5227…
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Kevin retweeted
Tether froze more than 1.567B USDT related to a potential Binance exchange hack.
Protecting the industry and our partners is our main priority.
Stay safe everyone.
Protecting the industry and our partners is our main priority.
Stay safe everyone.
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I see volume as the heartbeat of an ecosystem. Love seeing @StellarOrg thrive with our USDT deployment!
We planned to release this at Meridian, but when assets on your network are made to move, milestones tend to come early 👀 @USDT0_to
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“Just sell some gold”
We don’t use that kind of language in this house.
Luckily XAUT0 lets you put your gold to work without selling it.
Brought to you by gold bugs building the products we wish to see in the world.
We don’t use that kind of language in this house.
Luckily XAUT0 lets you put your gold to work without selling it.
Brought to you by gold bugs building the products we wish to see in the world.
What can you do with gold on @Plasma?
▸ Trade XAUT0 on @Uniswap.
▸ Use it as collateral on @aave.
▸ Then move it across networks.
Gold in its final form – liquid and everywhere.
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One simple mission here: Make it easier to buy and move gold and if we succeed, potentially unlock infinite network effects.
We have done it with the dollar, and now we’re over halfway to moving $1 billion worth of gold with our XAUT0 product!
We have done it with the dollar, and now we’re over halfway to moving $1 billion worth of gold with our XAUT0 product!
What happens when buying, holding, and using gold is just a few clicks away? Let's check the numbers:
$578M+ total gold moved
$25k+ average transaction size
$17M+ moved in the last 30 days
Liquid gold, everywhere.
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I got into gold before Bitcoin was created.
Still love the asset, but the experience of using it has always been… well bad.
That's what makes this so epic to me.
We're finally at a point where builders can do something genuinely interesting with gold beyond giving people another way to buy and hold it.
Very excited to show what happens when gold gets put to work.
Still love the asset, but the experience of using it has always been… well bad.
That's what makes this so epic to me.
We're finally at a point where builders can do something genuinely interesting with gold beyond giving people another way to buy and hold it.
Very excited to show what happens when gold gets put to work.
Gold has outlived empires, currencies, and financial systems. The mechanics of using it have not aged nearly as well.
@tethergold made owning gold as easy as using the internet. XAUT0 brings it to the networks where finance is being reimagined.
Liquid gold, everywhere.
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This is the everything becomes open source era for consumer software
Jailbroken PS5 is doing something insane in 2026.
A fully unlocked PS5 is now running games from almost every major console natively: PSP, PS2, PS3, PS4, PS5
- Nintendo : Wii, Wii U, GameCube, Switch.
- Xbox Xbox Original, Xbox 360, Xbox One.
- DualSense support, PC game ull media server.
All running at higher resolutions 4K/120 FPS upscaling and framerates, than the original hardware, with DualSense haptics.
The most ironic part? Sony’s own console became the best multi-platform machine thanks to modder,
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Kevin retweeted
In case I missed you at @kbwofficial or @token2049 over the past two weeks, here's a TLDR from my notes app.
Enjoy from the comfort of your timeline, no jet leg required.
Now, we lock back in to bringing @tether, everywhere.
Enjoy from the comfort of your timeline, no jet leg required.
Now, we lock back in to bringing @tether, everywhere.
After the last two weeks in Korea and Singapore, we might just have to update our tagline to:
@zerolore, everywhere.
Thank you @kbwofficial @token2049 @CapSummitGlobal @StellarOrg @SolvProtocol for having us out. Now, back to bringing dollars and gold, everywhere.
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The difference with XAUT0 is that it makes the gold you already own useful without having to sell it first. Think collateral, lending, liquidity.
More networks, more ways to put the same asset to work. And to think, we are just getting started.
More networks, more ways to put the same asset to work. And to think, we are just getting started.
So you want to buy gold?
Bullion. ETFs. XAUT0.
Oh wait, you don’t want to pay for vaults, storage, and insurance?
B̶u̶l̶l̶i̶o̶n̶. ETFs. XAUT0.
And you don’t want it to sit and collect dust?
B̶u̶l̶l̶i̶o̶n̶. E̶T̶F̶s̶. XAUT0.
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One of our highest priorities is helping builders and projects access the benefits of Tether assets, everywhere.
Integrating assets people already trust helps teams avoid getting distracted with bootstrapping liquidity, and instead you can double down on finding that market for your product.
Integrating assets people already trust helps teams avoid getting distracted with bootstrapping liquidity, and instead you can double down on finding that market for your product.
If your project is built on a chain that supports USDT0 or XAUT0, you can support them too.
Use Tether’s dollar and gold assets for lending, trading, collateral, payments, yield, and more.
More liquidity to tap, use cases to test, and paths to product-market fit.
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The product thesis here is that it all begins with distribution.
Tether has it. So does OKX.
X Layer brings the two together, connecting an active ecosystem with the assets people already trust.
$1B moved is a solid indication that the product has found its fit in the market.
Tether has it. So does OKX.
X Layer brings the two together, connecting an active ecosystem with the assets people already trust.
$1B moved is a solid indication that the product has found its fit in the market.
Last week, @XLayerOfficial crossed $1B in total USDT0 moved.
Built by @okx, X Layer is designed for fast, ultra cheap transactions and direct access to its ecosystem.
This puts the project among our top 13 networks by total value moved.
Dollars, everywhere.
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Last week we increased liquidity on the Ethereum <> Tron route to target max single transfers up to $20M.
Since then, $200M has moved across it in 7 days.
Product + Market = Fit
Since then, $200M has moved across it in 7 days.
Product + Market = Fit
Soooo many dollars. Soooo few basis points.
Move dollars between @ethereum and @trondao at a 0.03% transfer fee.
On $1M, that’s $300 versus $1,000 at a 0.1% bridge fee.
Move yours ↓
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