opinions are strictly mine head of product @renzofinance
Sardegna
Joined August 2024
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The bots are the product.
If they swapped the model to cut cost, users don't experience cheaper infra. They experience worse work output
Looks like Grok Bot stopped giving everyone Opus 5.5.
Since yesterday I noticed my bots were talking differently, and when I ran fingerprint tests they came back as gpt-6-astra/6.1-sol.
Not too surprising with the change though. Musk already said Grok Bot was costing way too much to run, so moving people off Opus to something cheaper was probably only a matter of time.
But what surprised me is that they went with OpenAI of all companies, guess they didn't have much choice
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Yup
One of the best macro setups of my lifetime is forming - a bet I’ve waited 20 years to put on. The final leg of the end…the end of the post WW2 economic and geopolitical framework. Interest rates will rise gratuitously. The US rates will too, but that’s a harder and more complex bet, sjnce USD and treasuries act as a safehaven asset jn crisis.
I’m researching sovereigns right now. Will likely use a mix of bond shorts and CDS to short a bunch of european countries and maybe some elsewhere.
Timeframe on this is likely a ~2-4 year bet (still working on that), so sizing and holding costs are critical.
The why: the world (and sovereigns) are overindebted with worsening fundamentals. No one even has a hypothesis, not even a guess, as to how the situation can be resolved without crisis. To the extent AI growth helps offset the problems, the borrowing of AI companies further competes with sovereign debt, pushing yields higher still.
Politically, voters upset about worsening cost of living (and soon, rising unemployment), demand help, and the easiest (and most practical) help politicians can give (short term) is printing money for more handouts and services. Or…they engage in more deficit spending which further pushes up yields.
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The savings account of the future is already here
11.29% realized APR on my stables since Sep 17. Your bank pays 0.01%. The best high-yield fintech accounts pay about 3.5%
No price bet, because it's delta-neutral. When funding flips, the hedge guard handles it and shows you every move. More features dropping soon
Curious to here more from our users 🤙
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Aleks retweeted
The attack dogs of pro-Russian, pro-MAGA and anti-EU propaganda are in full force over what is happening in Poland, portraying the PiS camp as the victim of a supposed coup.
How convenient.
Let’s remember who started this.
In 2015, PiS began dismantling Poland’s rule of law, unlawfully filling seats on the Constitutional Tribunal and bringing key judicial institutions under political influence.
For eight years, they undermined the very democratic safeguards they now claim to defend.
They lost power in 2023, but their grip on parts of the state survived. Now, as Donald Tusk’s government attempts to restore judicial independence, the same political camp cries dictatorship and presents itself as the victim.
You cannot spend eight years undermining the rule of law and then invoke it as a shield against accountability.
Poland’s democratic institutions belong to its citizens, not to a political party determined to retain power after losing an election.
Restoring the rule of law is not a coup. It is a democratic responsibility. And it must be carried out in accordance with the Constitution.
Correct, Grok.
Hey @grok, who is wrong in the Polish constitutional court stand-off, and broke the law and the constitution? Prime Minister Tusk or President Nawrocki? You can choose only one, clear answer please, Tusk or Nawrocki?
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Aleks retweeted
The largest crypto exchange in the world just experienced the largest robbery in human history—and the person running it is a nomadic autistic man in Dubai posting “Funds are SAFU!”
What a time to be alive.
most common basis misconception: "i need to own the asset"
you don't. you deposit stables, the position is hedged, the yield comes from funding. you're not betting on price, you're getting paid by people who are 🤑
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what's smart contract risk when you're up against existential risk
BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT.
FULL SUMMARY OF ANTHROPIC'S S-1 FILING:
1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion
2. Anthropic says it does not expect to pay a dividend "in the foreseeable future"
3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute
4. Expects to spend up to $114.5 billion with Google through 2033
5. Revenue growth rate "may not be sustainable" and "may decrease"
6. May be required to seek additional financing "sooner than expected"
7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund"
8. S-1 includes warnings of AI's "catastrophic existential risks to humanity"
Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion.
The company is reportedly targeting an IPO in the week of November 16th.
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Aleks retweeted
A message to all sane Republicans: He pardoned 1,600 violent criminals. You said nothing. He bulldozed the East Wing. You said nothing. He interfered with the release of the Epstein files. You said nothing. He took over the Kennedy Center and renamed it after himself. You said nothing. He accepted a $400 million airplane as a personal gift. You said nothing. He threatened Canada, Cuba, Denmark, Greenland, Venezuela, Colombia, and Brazil. You said nothing. He tariffed just about everyone but Russia, causing inflation and instability worldwide. You said nothing. He attacked a nation during mediated negotiations. You said nothing. His ill-conceived war killed 175 children on day one. You said nothing. He alienated and insulted our allies. You said nothing. His ICE Army terrorized and murdered U.S. citizens. You said nothing. He committed murder on the high seas. You said nothing. He co-opted the Justice Department and directed it to prosecute his political enemies. You said nothing. It's time to start talking!!!
It's long overdue!!!!
50%
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
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Tokenized equity basis 🧘♂️
Tokenized equities are breaking records, and we are still early.
The total market cap of onchain tokenized stocks is now up to a record $3.5 billion.
That marks another +33% increase in this month and +860% growth year-over-year.
Growth has accelerated after the SEC's recent Innovation Exemption was announced.
This grants onchain platforms a 5-year "sandbox period" to legally trade tokenized versions of real US stocks.
As a result, Jupiter, the largest onchain platform which is leading the push into tokenized assets, has seen a +104% surge in tokenized equity trading volume this month.
The push toward tokenization is in full-swing.
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