There's Not Enough Money In The World

Introducing Claude Opus 4.6. Our smartest model got an upgrade.

Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.

It’s also our first Opus-class model with 1M token context…

Epstein is alive

> be me, applied scientist at amazon
> spend 6 months building ML model that actually works
> ready to ship
> manager asks "but does it Dive Deep?"
> show him 37 pages of technical documentation
> "that's great anon, but what about Customer Obsession?"
>…

opus 4.6 + codex 5.3 launching within 20min of each other is both insanely cool & crazy overwhelming.

i honestly have no idea what to make of the pace of ai anymore.

zero clue.

we all knew it was coming, but now that we’re clearly in the start of the takeoff…

We used AI to catfish 40+ people on Tinder.

The result? No one knew they were talking to a bot.

This experiment highlights the core flaw of the modern internet: the collapse of trust.

The twist? We met them all to reveal the truth. Then treated everyone…

Equity compounds. Tokens don't.

Anthropic claims Claude Opus 4.6 published today is a marked improvement for investment analysis;

I put it to the test.

I ran it through my automated stock pitch pipeline: 6 AI analysts, 5 rounds of debate, 1 research director.

It cost ~$50 (20x my usual).…

If you applied the same trading philosophy to your life, you could exponentially change it.

I like to ask people about their pivotal moments - their plot lines, their character arcs - when I meet them.

Most people can't name one in the last 5 years.

VCs…

The Exponential Horizon

Video made by Seedance, an AI model made by Bytedance, the parent company of TikTok.

Less than a year ago, to determine whether a video is AI generated, you just need to count the number of fingers.

INSIGHT: User retention doubles after first use of Ask Elfa.

We looked at the data.
When traders query the market with Elfa, retention increases by over 100%.

Our adoption is accelerating through word of mouth.
Elfa already powers most altcoin insights…

🦔 The AI boom is causing shortages across the economy. Five companies (Amazon, Google, Microsoft, Meta, Oracle) are on track to spend $700 billion this year on AI infrastructure, nearly double what they spent in 2025 and equal to three-quarters of the US…

Yesterday in data on @Solana:

- Sustained an average of 1852 TPS (ATH)

- Biggest day for aggregators since 10/10, implying a ton of retail users came to trade

- Fee volatility remained the lowest across all chains, and median fees were the lowest across…

WELCOME TO THE AI BOWL

And if you've seen this movie before, you already know how it ends.

Tonight, while 130 million Americans watch the Seahawks and Patriots, they'll also witness something that should make every serious investor deeply uncomfortable:…

think the coinbase ad was good actually

not david ogilvy but nothing wrong with it

it should be a big alarm bell that ppl have this negative of a reaction to crypto, not coinbase's fault

High level crypto market take: I’m 50%/50% between two scenarios. A&B. For each, I’ll provide a “steelman” argument.

A. The high is in forever (for this set of crypto assets.) This was/is the “final” wave in organic adoption. Everyone has heard of…