cryptic

Oil almost ath, Mayor exploits in IT infrastructure, AI trade tumbling, debt crisis widening and we are only getting started. You want to own hard assets, anon.

they keep competing on price not realizing that it's a pointless freaking war

Bittensor bittensor:native ecosystem is on fire. Revenue run rate is growing 40% month over month

lol

$INTC - Brutal price action after ER. Q4 Guide: + Revenue: $15.0B-$16.0B (Est. $17.1B) ❌ + Non-GAAP EPS: $0.25 (Est. $0.43) ❌ + Non-GAAP GM: 38.0% (Est. 42.4%) ❌ + GAAP EPS: $0.10 + Revenue: $16.5B (Est. $16.5B) ; +21% YoY + Adj. EPS: $0.52 (Est. $0.40) ✅; +126% YoY + GAAP EPS: $0.60 + Non-GAAP GM: 44.1% (Est. 42.1%) ✅; +410 bps YoY + Gross CapEx: $4.2B; -43% YoY

Interesting

I assume that in Europe it will cost roughly $27,000 – $29,500 (including VAT + Apple’s regional margin) 👀

NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We believe otherwise: $CBRS wafers break down after just ~2 years in use - a lifespan that undermines the entire business. See full report and disclosures on our website, link in bio.

This is really interesting. All of OpenRouter's Deepseek demand (roughly 30% of total OR token traffic) could be satisfied by 5-10 GB300 NVL72 racks. Even if that 10x over the next year, it's 50-100 racks. NVIDIA is shipping 90k racks next year? What am I missing?

🚨 Brazil declares Lula the President: After an unprecedented and first time in history Lula extended the election for an additional 2 hours and now has won the Brazilian election. Prior to adding the additional 2 hours Flavio Bolsonaro was leading for the majority of the day and has now called to "annul" the election and has not accepted the election results. Many of Lula's supporters are self declared communists. In this video you will see why they voted for Lula and the causes they support. I highly encourage to watch and share this video as you see the ideology that is moving through Lula's political party in South Americas largest country.

While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…

Side-by-side pictures of the new and outgoing BMW X5 📸 by Bimmertoday

BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg. Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible. This reflects ~27% of Microsoft's total workforce.

Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

no one's cooler than her

Yeah… minor volatility in October. Figured I’d share some personal drawdowns too for transparency.