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BREAKING: Billionaire Whitey Basson says Elon Musk’s Starlink must launch in South Africa. 🇿🇦 He said that keeping @Starlink out of South Africa is discouraging businesspeople from investing in rural areas where there is no working communications infrastructure.

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!

30% of Gen Z began investing during early adulthood. Gen Z is also the largest user cohort trading Direct Stocks, bStocks, and TradFi-Perps on Binance, contributing an aggregate US$80B in trading volume across these products. Learn more 🔽

Is the world relying too much on tech made in the US? Writer and curator Bruno Giussani explores why using American-made digital products is becoming risky for Europeans — and the importance of investing locally:

Gen Z is changing the starting line for investing. 🏃‍♂️ Three in ten begin during university or early adulthood. The next era of wealth creation starts earlier than ever before.

Research U.S. Stock Options with Driven Last week, a well-known investing creator on X tried Driven and asked us to add U.S. options data. We shipped it in Monday’s release. You can now use Driven to access complete, real-time options chains for U.S. stocks and ETFs, including Call and Put volume, open interest, implied volatility, and all the other data you need to trade options. Whether you’re analyzing spreads, volatility, or individual contracts, Driven gives you in-depth, accurate insights, all without switching between multiple tools. If you trade options, give it a try:

AMD $AMD has teamed up with Anthropic on a massive multi-billion dollar AI chip and investment deal! THE DEAL: AMD is investing $5B in Anthropic while locking in a huge 2GW order for its next-gen MI450 AI accelerators. AI-DESIGNED CHIPS: AMD will also integrate Anthropic's Claude models to optimize future silicon architecture. THE RATING: Supported by $37.45B in total revenue, a 53.06% gross margin, and superior growth prospects, the Seeking Alpha Quant score rates AMD as a STRONG BUY. Will the Anthropic deal give $AMD the ultimate edge to challenge current AI chip dominance?

What are investors looking for in today’s commercial real estate market? Watch the latest episode of The Alts Report featuring, Brian Holzer and Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management, as they explore triple net lease investing, long-term contractual income and what distinguishes this approach.

$NOCK is moving different on Robinhood rn AI powered onchain investing is a strong narrative and the chart is already catching serious attention Feels like @nockfi is only getting started