i just made my first ever @Dune dashboard, on a subject i've been digging into a lot lately: stock tokens on robinhood chain. it covers daily mint/burn stats, dex volume, holder breakdowns and which protocols/infra actually hold these tokens, and where supply sits across the different stock tokens, which ones carry the most supply, which ones trade the most. if you're into this stock tokens meta, could be a useful one to dig through. open to feedback if you know your way around dune dashboards, will keep updating it as i go. dune.com/skobro/rh-stock-tok…

and here we go again, it keeps going to be clear it’s an offer not 60k layoffs. but eligible is ~27% of the workforce. in april it was ~7% of us staff, the first buyout in microsoft’s history. so in 6 months the scale went from 8k to 60k the ai link is mostly about money. microsoft spent $37.5b on data centers in one quarter, so payroll has to shrink somewhere. 15k jobs cut in 2025, a buyout in april, now this. meta cut 10%, amazon 30k, block 40% the second phase is clearly started

not sure i buy the abundance era story where work becomes optional and we all get a weekly check but one thing i'm sure of. ai already widens what's possible and it keeps going people always had ideas and never had the means to ship them. now if you want it and put in the minimum effort you can build, iterate and ship almost anything that crosses your mind it amplifies values i think most of us hold dear. freedom, creativity, agency and it makes me really excited for what's next

what does it mean when people leave the company before an IPO ?

i went through the latest data from the biggest sources on ai and jobs: wef, ilo, imf, mckinsey, goldman sachs, anthropic, yale put everything in one visual left: sectors from most to least exposed right: what each source actually measures (potential, projections, employer intentions, observed effects) tldr most exposed: admin, data entry, customer service, banking and insurance least exposed: agriculture, healthcare, hospitality

thoughts on robotics when most people think about this sector they picture the domestic robot. the one doing chores at home for a family i think the real value is somewhere else. robots in warehouses and factories doing manual repetitive work in buildings already built around human bodies so you don't rebuild the building, you just change the worker. one that could be cheaper and work around the clock. the question is who already has robots with real proof of work and traction. agility is one i'm watching. digit moved 100k+ totes at gxo with ~98% accuracy while on task. deployed or committed at 9 customer sites incl schaeffler, toyota canada, amazon. and it's going public through a spac. but the scale is tiny. ~150 units shipped in 2025 unitree is the opposite. 5,500+ humanoids shipped in 2025, the most in the world. but most of the revenue seems to come from research and education, only a small share from factories ubtech is the chinese one aiming at factories. 800m yuan in orders and several hundred walker s2 delivered then optimus, the most famous one. it starts in tesla's own factories, no outside customer yet next step for ai is getting a body so it can do physical work. that's why i think this sector is worth watching closely. my bet is the real shift comes when several customers reorder at scale

brent closed friday at $116.72, its highest close since april 29. wti, the us benchmark, finished at $103.27 the trigger was a new wave of houthi attacks on saudi arabia, energy targets included. when aramco told staff to leave its dhahran hq on thursday, the first full evacuation of this conflict, the market priced in the worst i'm watching whether the strikes move from airports to production sites, pipelines or export terminals, because the east-west pipeline is the workaround everyone leans on. then shipping through hormuz and bab el-mandeb, and what the fed and big tech earnings say next week about oil feeding inflation

wow, seems like moody’s is more optimistic than s&p and fitch. probably waiting to see how the budget negotiations play out

with ai finding more exploits every day, assets and programs are getting compromised left and right, while btc has been tested for years like the golden asset to crack. so far the base protocol has held, and i can imagine more people converging toward that thought and reinforcing the conviction on the other side, gold vs btc as a store of value has always been a debate. marathon fusion's announcement going viral is forming a bias around the idea that nobody can make more btc while gold can supposedly be made with fusion. it's still negligible, but the idea is out there interesting to have these two things happening at the same time, both leaning toward a bullish btc bias

non exhaustive sum up of what the cyber community now calls black october php. two critical flaws that let attackers run code on servers without logging in, found with ai and patched oct 21. the netherlands, finland and belgium took public sites offline certificates. 8 certs with keys so weak one was literally the number 4, about 30,000 to replace cairn. an ai agent toolkit tested 1,100+ attacks, deere and cummins among the victims railway and zeabur. customer secrets exposed, zeabur is shutting down in december litellm. a poisoned update stole ai provider keys signal. a call bug that could keep sending audio after hanging up ahold delhaize. systems offline for over a week meta's muse. 6,800+ private conversations exposed through shareable links are we cooked chat

some context on barclays. 5,000 jobs is about 5% of its headcount, around 60% of it in support functions including developers, and 1,000 were already cut in the first half it's not distress either, q3 profit rose 12% to £2.3b, though expenses came in higher than expected earlier this year the forecast behind it: morgan stanley says european banks could cut 10 to 20% of jobs over five years, up to roughly 400,000 roles, double its january estimate, with much of it through voluntary exits and retirements hsbc is reportedly looking at around 20,000 and standard chartered at close to 8,000 support roles so barclays looks like one of the first of many

10x cern's record sounds big but with no numbers published it's likely still picograms alice made about 29 picograms in four years, so even 10x is tiny between that and tonnes of gold a year you need commercial fusion plants that don't exist yet, mercury-198 which is only about 10% of natural mercury, and 15 to 18 years of storage for the radioactivity but ig overall it is bullish for btc

french 10y oat just went above 5% for the first time since 2002 the spread over bunds is the widest since 2011 and tomorrow moody's reviews france, currently aa3 with a negative outlook one notch down would match what s&p and fitch already have, two notches would put moody's below both any prediction for tomorrow ?

if spacex and tesla merge, the interesting part is that the synergies are already on paper chips. they're building terafab together in texas, $16.8b to start, to make chips for optimus, cybercabs and spacex's planned orbital data centers. energy. tesla has sold about $890m of vehicles and batteries to spacex and xai since 2023, mostly megapacks for ai data centers. spacex's ai compute capacity reached 1.4 gw by the end of q2 and all of it needs power ai and robotics. musk points to shared work on ai software and robotics, and tesla already put $2b into xai, which became a small stake in spacex connectivity is the fourth area he cites, with starlink on one side and cars and robots on the other right now all of this runs through related party deals and a terafab arrangement that is reportedly only a general framework. a merger would turn it into one company my read is that it's less rockets plus cars and more one company owning the chips, power, compute and machines of ai

two critical php flaws sat there for 14 years and ai found them in days remote code execution without even logging in, on software behind nearly 70% of websites found by calif and wiz with gpt-5.6 sol and gemini 4 argon sol isn't even openai's best model, gpt-6 astra has been out since september and i'd guess stronger ones aren't public yet

bot, muse, dots, duet spacexai, meta, openai and now anthropic all have a personal agent just joined the waitlist, looking forward to trying this

$NFLX is down about 45% in a year and q3 wasn't even bad 12.9b of revenue, 3.66b in profit, 325m subs but the slowest revenue growth in 3 years, watch time up only 2% in h1 and emmy nominations at a 10 year low and per nielsen it's 7.8% of us tv time vs 14% for youtube profit isn't the problem, growth and engagement are they just hired peter rice, the ex disney tv exec known for modern family and the bear can he turn it around and bring a fresh start

every skobro pose so far some were made with different llms, so textures, colors and details don't fully match, and i'm thinking about redoing a few to make the set more consistent i also want to create new poses and i split the account into 2 formats, one of them is shorter videos where skobro doesn't appear what poses should i add next

midterms are on november 3 and polymarket has a democratic sweep at 65% on one side, a democratic congress could push back on the iran war, which could ease oil and yields on the other, maybe it also brings more pushback on ai and data centers, the trade holding up the market one risk could fade while another one builds, not sure which one matters more