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If Jensen gave me his word about compute delivery or I asked for components to be accelerated, he always came through. Sure, we’d put together a purchase order at some point later, but I never for a second thought it wouldn’t happen.

🚨 THIS IS WHY BITCOIN KEEPS CRASHING BELOW $67,000 If you still think Bitcoin trades like an asset whose price is determined purely by spot supply and demand, you need to read this carefully. Because that market no longer exists. What you’re watching right now is NOT normal price action. This isn’t just an AI stock sell-off. This isn’t just hotter inflation. And this definitely isn’t retail suddenly deciding to dump Bitcoin at the exact same time. Most people have no idea what is actually happening. And by the time it becomes obvious, the damage is usually already done. This didn’t start today. It has been building underneath Bitcoin for YEARS. And now it’s accelerating. Here’s the truth: Bitcoin still has a hard cap of 21 MILLION coins. But Wall Street can create almost unlimited financial EXPOSURE around those coins. That distinction changes everything. Because once derivatives dominate short-term price discovery... Bitcoin stops trading purely on who wants to own the actual coins. It starts trading on: 1) LEVERAGE. 2) HEDGING. 3) MARGIN. 4) LIQUIDATIONS. 5) FORCED SELLING. And that is exactly what is happening right now. It’s the same mechanism that repeatedly drives violent moves in: → Gold → Silver → Oil → Stocks Once derivatives become large enough, spot buyers are no longer the only force setting the price. And this is the part almost nobody understands: Bitcoin’s scarcity didn’t disappear. But scarcity alone no longer controls the SCREEN PRICE. Wall Street built an entire financial layer on top of Bitcoin: → Cash-settled futures → Perpetual contracts → Options → ETFs → Broker lending → Swaps → Wrapped BTC The 21 million cap controls the COINS. It does NOT cap the amount of leveraged exposure that can be created around them. And once that leverage starts unwinding... The market doesn’t care what the long-term thesis is. It SELLS. Look at what just happened: Over $1.9 BILLION in leveraged crypto positions wiped out in 24 hours. More than $1.1 BILLION liquidated in Bitcoin alone. Spot Bitcoin ETFs have already seen roughly $1.9 BILLION in outflows this month. Once leveraged selling overwhelms real buyers, price stops responding only to long-term demand. It starts responding to positions. Hedging. Margin calls. And cascading liquidations. Wall Street does not need to own millions of physical Bitcoin to push the market around. It only needs enough derivatives exposure and enough leverage sitting in the wrong place. The playbook is brutally simple: 1st: Build enormous leveraged exposur 2nd: Push price through obvious liquidity 3rd: Trigger stops and liquidations 4th: Forced selling pushes price even lower 5th: Buy back into the panic 6th: Repeat THIS is why Bitcoin can lose thousands of dollars while the number of coins on-chain barely changes. The coins didn’t suddenly disappear. The PRICE DISCOVERY mechanism changed. That’s what people are missing. Bitcoin is still scarce. But the financial claims built around Bitcoin are NOT. And when leverage controls the marginal trade... 21 million coins can behave like a market with FAR more supply than 21 million coins. That’s not the Bitcoin market retail thinks it is trading. That’s a WALL STREET PRICING SYSTEM built on top of Bitcoin. You can choose to ignore it. But don’t pretend nobody warned you. Bitcoin is now trading around $66,600, its lowest level since August and roughly 48% below the $126,200 high. If $65k breaks, the next level I’m watching is $62k. Reminder: I called the Bitcoin top at $126,000 and told you to start buying again around $60,000. The next call will matter even more. When I EXIT the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

24 小时在线的 AI Agent 助理，靠这五样东西 一直在线的 AI 助理，会盯邮件、等回复、到点提醒你。可它大部分时间其实在睡觉，不调用模型，也不花钱。 Anthropic 刚发文拆开讲了这种一直在线的 Agent： 一件事进了收件箱，它才醒过来跑一次； 定时器让它没人叫也能主动； 记忆文件夹让它醒来还记得你； 权限让它拿着你的账号也不乱来； 发件箱决定它什么时候开口。 这期一样一样讲清楚：它怎么醒、两件事同时来会不会打架、记忆为什么要省、要紧的事怎么等你拍板，以及为什么一开始最好让它安静一点。 来源 - Anthropic《Building always-on agents》（2026.11.13），作者 William Hu：

Anthropic just published an engineering guide on how to build always-on agents. The biggest misconception: an always-on agent does NOT run 24/7. It sleeps almost all day, wakes up for short runs, saves state, and goes back to sleep. The 5 core pieces I distilled: 1. Event Inbox Put a database table between webhooks and your agent. Acknowledge webhooks fast, run only one active worker per user so runs never collide, and batch rapid messages together. 2. Timers Keep timers in a separate table from the inbox. Split them into one-off follow-ups and recurring schedules. A background poller drops due timers into the inbox. 3. Lean Memory + Dreaming Only store what cannot be looked up again: user instructions, user notes, past messages, and task progress. Load a small index at wakeup, not every file. Run periodic dreaming passes to clean out stale facts. 4. Unattended Permissions Never put raw API keys inside the agent sandbox — inject them through an outside proxy. Use Deferred Tool Calls to pause risky actions for approval without blocking the worker. 5. Outbox Queue outgoing replies so your agent paces notifications instead of spamming users at 3 AM.

My husband has charged his phone to 43% every night for 6 years. Never 100%. Never 50%. Just 43%. I always thought he was just weird about his battery. Last night our power went out. I asked him why 43%. He got quiet. Then he said...

My mom fed a homeless man behind our house for 20 years. Three meals a day, even when we couldn’t afford electricity. I hated her for it. The day after her funeral, that same man took my hands, looked me straight in the eyes, and said: “Before she died, she begged me to stay silent.” I honestly had no idea what he was talking about. For 20 years, this man had lived in a makeshift shelter behind our rental house. My mom brought him breakfast, lunch, and dinner. Every single day. And the crazy thing was, we were poor too. My sneakers had tape covering the holes. Sometimes we struggled to pay our bills, and there were days when we couldn’t even afford electricity. But somehow, my mother always found enough food to feed him. I never understood it. I remember coming home two days before Christmas and finding a yellow eviction notice taped to our front door. We were struggling to keep a roof over our heads, yet my mother was still preparing three meals a day for a stranger. That night, I finally lost my temper. Me: “Maybe if you stopped feeding strangers, we wouldn’t live like this!” My mom turned around so quickly that I knew I had crossed a line. Mom: “Don’t you ever DARE say that again.” I had never seen her that furious before. I didn’t understand why she was defending him so strongly when her own child was going without things. I moved out when I turned 18. We fought less after that, mostly because I stopped asking questions. But the man stayed. Year after year, his little shelter remained behind our house, and my mother continued feeding him. Then my mom got sick. Cancer made her small. She became quiet, and it was the kind of quiet that scares you because you know something terrible is happening. Two weeks before she died, she reached out and grabbed my wrist. Her grip was so weak that it broke my heart. Mom: “Promise me you’ll keep feeding him.” I looked at her. Honestly, I wanted to say no. I wanted to ask why she was still worrying about that man when she was the one who needed help. But you don’t lie to a dying mother. So I promised. My mom eventually passed away. The day after her funeral, I prepared the best meal I could, put it on a plate, covered it with foil, and drove to her house. I had promised her I would keep feeding him. But when I got there, the man was gone. His shelter had been completely cleared out. Everything was gone. The ground had even been swept clean, as if those 20 years had never happened. I stood there holding the warm plate, wondering where he could have gone. Then I noticed something. A black SUV was parked at the curb. Standing beside it was a man wearing an expensive wool coat. He was clean-shaven, well-dressed, and looked nothing like the homeless man I had known for 20 years. But the thing that caught my attention was what he was holding. My mother’s old silver locket. The same locket she had told me she lost when I was eight years old. He looked at me and said: Man: “I thought you wouldn’t come.” I stared at him. Me: “Wait… is that you? What’s going on?” He smiled, but his expression was unsteady. His eyes were already filling with tears. Man: “Your mom hid something from you.” I felt my stomach tighten. Me: “What did she hide?” He looked at the plate in my hands before responding. Man: “Before she died, she begged me to stay silent.” My blood went cold. Me: “Silent about what?” He gently shook his head. Man: “Sit down. You shouldn’t hear this standing in the cold.” We sat on the front steps. The plate was still warm between us. He turned my mother’s silver locket over in his palm as though it might break. Then he began telling me something I never could have imagined. Man: “My real name is Vernon Hale. Before all this, I owned a company. I had a big house in Connecticut, a wife, and a little girl. My daughter was six years old.” I just stared at him.

Spent some quality time speaking at @OxfordUnion, a place that champions the core values of free speech and critical thinking. Always inspiring to exchange ideas with great minds.