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I analyzed eleven New York Times reports on the Jensen Huang story. Most notably, NYT makes the "spy" claim 30 times in these 11 reports. The original report cites unnamed officials who had been "briefed" on the intelligence. Not who had seen it themselves -- but who had been "briefed". This is a game of telephone with plausible deniability. Nobody named. No specific details of the intelligence used to draw the conclusion that the woman was a spy. Anonymous "officials" "briefed". This was used to try to take Jensen Huang down. When that didn't work, journalists resorted to viciously digging up and scandal mongering about Jensen Huang's other alleged affairs. Then he was removed as CEO. Without an investigation. Without due process. And now officials and intelligence agencies are contesting the New York Times characterization. This is unethical. It is unjust. It is an absolute disgrace. If anyone should resign now, it is Nvidia's board who aggressively removed Jensen Huang without an investigation, after he gave decades of his life to make the company what it is. And any investigation that proceeds from here should involved not just the "spy" claim, but the New York Times -- who has engaged in potentially unethical behavior. Jensen Huang deserves due process -- not mob justice. He deserves respect for everything he has done for technology and America -- not a disgraceful removal after anonymous, unsubstantiated allegations, several parties removed from the source.

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

I don’t know how to code, but somehow I made this game entirely from scratch in just a few days with AI and it's 2x the size of Skyrim! Made with, Fable 5.2 & Opus 5.5 , Tesana, Three.js and Tripo for 3D models & Blender. AOD - Age of Dragon - (No worries BioWare, I can take it solo from here) Everything you see and hear is Code (21B+ tokens) and 3D models How I made this and crazy stats in the comments 1/5

Anthropic IPO Consensus Views: - Overvalued at $1.5T - Revenue is flattening - Token are commoditized due to open source - Token prices falling faster than demand - Anthropic shouldn't go public b/c robbing general public of upside and passing on risk. - Anthropic is Twilio but for intelligence. Contrarian - Anthropic is still a 10x from here and has venture upside. - $80B ARR reported by WSJ is just primarily coding agents and will re-accel with Fable / Mythos - Finance, legal, life sciences, Ode are all super early ... - Agents = still early and most businesses think of AI = ChatGPT / Claude app. - Anthropic will zoom past $100B ARR EOY with release of Fable 5.2 / Mythos 5.2 - Retail is starving for direct exposure to frontier labs and will ape in and drive Anthropic to $3T marketcap. - Anthropic is easily a $500B revenue business in 2030 with simple assumption Fortune 500 spent 0.1% of OPEX today ... Stripe spends 1% and not crazy Fortune 500 replace labor with tokens in 2030. 1% of OPEX would imply 10x of the $75b revenue Q3'26 so $750B revenue in 2030. Full thesis + model coming out Wednesday H/T @zhengjielimm

Eden Prairie MN had their Homecoming Football Game shut down because of Somali Gang Fights. 150+ Somali started a gang fight at their Homecoming game I don't think people not from here will understand how big of a deal that is Eden Prairie/Edina, that whole corridor of cities are first ring suburbs of Minneapolis and are the Safe, Nice, Rich Neighborhoods They are your champaign liberals who lecture you about diversity Now that diversity has landed on their doorstep...

Hello Baton Corporation shareholders ❤️ First, I want to say a huge thank you to @basilda_a and @enerillions for making this possible, and to the whole community for being here. You need to understand that we’re happy if $CUPSEY pumps, if $PILL pumps, or if anything else in the ecosystem does well. We’re not here to play PvP. We’re here because we want to believe again. To dream again. To see if we can experience another @pumpfun ecosystem run like the last memecoin szn. And I also want to give a special thank you to @pumpfun. You changed our lives and made things possible that, not long ago, would have seemed impossible. You gave people a place where an idea, a meme, or a community could actually become something real. Whatever happens from here, that’s something worth remembering. Let’s enjoy the ride and see where this takes us. ❤️