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22 Sept, 13:05
(2) seems likelyhttps://x.com/mignano/status/2102153785241993648X (formerly Twitter)Michael Mignano (@mignano) on XI think there's a pretty high chance that Amazon eventually folds and lets agents run wild on their interface. But they will need to have their advertising revenue offset to do that. Lots of ways…Cookie Reads
22 Sept, 12:57
https://x.com/Grayscale/status/2102098573827428852X (formerly Twitter)Grayscale (@Grayscale) on XInvesting for the Compute BottleneckCookie Reads
22 Sept, 12:57
https://naturalgeneralintelligence.ai/Natural General IntelligenceThe case for a nature model that learns the state and dynamics of the planet itselfCookie Reads
22 Sept, 12:55
https://x.com/jords/status/2102121952890532185X (formerly Twitter)jords (@jords) on XThe Retard PremiumCookie Reads
22 Sept, 12:42edited
who gets the power to be the service aggregator layer for agents?https://x.com/nikesharora/status/2102061935516881135https://x.com/nicbstme/status/2102090993919287468X (formerly Twitter)Nikesh Arora (@nikesharora) on XThis will be a bigger battle than anyone anticipates. It is only a matter of time before there is an Apple and Google version of Muse and possibly TikTok, in addition to the frontier LLM agents. M…Cookie Reads
22 Sept, 12:38
micro datacentershttps://x.com/sonnet_xu/status/2102027063226257490X (formerly Twitter)Sonnet Xu (@sonnet_xu) on Xscale defined the training era, but distribution will define the inference era. micro datacenters are having a moment as OpenAI, Anthropic, and inference startups shift toward 1–30MW "tiny" datac…Cookie Reads
22 Sept, 12:38
https://x.com/wolfejosh/status/2102129470018641932X (formerly Twitter)Josh Wolfe (@wolfejosh) on XIn 2024 this was internal Lux memo @graceisford and me and @TRReardon were riffing on AI and the Death of APIsCookie Reads
22 Sept, 12:38
https://x.com/Delphi_Digital/status/2102035379469815821X (formerly Twitter)Delphi Digital (@Delphi_Digital) on XTokenized equities have historically struggled with liquidity. Onchain markets often struggle to adjust inventory as demand changes. Backpack lets any user create new token supply from equity pos…Cookie Reads
21 Sept, 15:10
https://x.com/jayagup10/status/2101799427145183571X (formerly Twitter)Jaya Gupta (@JayaGup10) on XThe Great Unbundling of IntelligenceCookie Reads
20 Sept, 23:04
https://x.com/KonstantinPilz/status/2101767069645816299X (formerly Twitter)Konstantin F. Pilz (@KonstantinPilz) on XHow much AI revenue comes from open vs closed models?Cookie Reads
20 Sept, 22:59
https://x.com/peteryared/status/2100960005289807961X (formerly Twitter)Peter Yared (@peteryared) on XIntroducing AgentCloak: Use any AI without sharing your real data. Chinese AI services, ChatGPT, Claude, doesn't matter. You probably try to hide details before asking: different names, fake num…Cookie Reads
20 Sept, 22:03
https://x.com/Backpack/status/2101606554302845330X (formerly Twitter)BackpackICYMI: Three principles behind solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy tokenomics. ▸ No founder, team or investor token allocation. Token treasury held by company until post-IPO. ▸ G…Cookie Reads
20 Sept, 22:00
https://x.com/jinglingcookies/status/2101793720538649047X (formerly Twitter)cookies (instinct acted on instinctCookie Reads
20 Sept, 14:22edited
GS: AI Adoption Trackerhttps://www.gspublishing.com/content/research/en/reports/2026/09/01/d55f74c5-6e25-4bc3-98e4-dac4da447611.htmlCookie Reads
20 Sept, 07:42
excited to see how Backpack does with this https://x.com/secgov/status/2100571317128888364X (formerly Twitter)Token TerminalDEX trading volume for tokenized stocks issued by Backpack increased by $193.3M versus the prior 7-day period, more than for any other issuer Coinbase followed with a $106.1M increase, while st0x…Cookie Reads
20 Sept, 07:38
https://x.com/chamath/status/2101006858731569240X (formerly Twitter)Chamath Palihapitiya (@chamath) on XDeep Dive: The Open vs. Closed AI RaceCookie Reads
19 Sept, 23:17
https://sfcompute.com/news/commodity-marketsSfcomputeHow to make a market: an interview with Rich JaycobsA conversation with Rich Jaycobs about the missing steps between buying compute and trading compute futures.Cookie Reads
19 Sept, 08:54
https://x.com/sumeet724/status/2100930412633641269X (formerly Twitter)Sumeet Singh (@sumeet724) on XTable thoughts at our @worldbuildvc compute dinner this week: Modular, offgrid compute is the way forward The curve of token usage is about to get even steeper as agents use agents, and cloud al…Cookie Reads
19 Sept, 08:03
https://x.com/mtslive/status/2101042613302526202X (formerly Twitter)MTS (@MTSlive) on XSITUATION EXPLAINED: Why are OpenAI and Anthropic suddenly buying tiny data centers? • OpenAI and Anthropic are both looking at deployments of 20 to 30 megawatts • Anthropic has sounded out agree…Cookie Reads
17 Sept, 23:59
excited to see how Backpack does with thishttps://x.com/secgov/status/2100571317128888364X (formerly Twitter)U.S. Securities and Exchange Commission (@SECGov) on X🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock…
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