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Elon Musk was asked how long until there is regular travel to Mars. His answer was not about rockets. He said the threshold that actually matters is whether Mars survives if the ships from Earth stop coming. That means every input: air, food, fuel, spare parts, medicine. He compared it to a long sea voyage where the only thing missing is vitamin C. One missing item and the colony dies on schedule. The ships could stop for reasons that have nothing to do with Mars. A war. A decline. An asteroid. His line: civilisation on Earth can end with a bang or a whimper. That is insurance logic, and it is the honest way to describe the Mars plan. Every policy has a premium, a probability and a payout. The payout here is the survival of the species, so the premium is nearly impossible to argue against. The probability is the part nobody can price. Which creates a strange corporate problem. The premium gets paid by companies whose shareholders will not be the ones rescued if the policy ever pays out. SpaceX is private, so its investors signed up for that. A public company could not easily spend decades of free cash flow on a backup planet and explain it on a quarterly call. The other catch is that redundancy is only worth what you spend testing it. A city is not self-sustaining because the plan says so. It is self-sustaining the day the ships stop and everyone lives. So the number worth watching is not the landing date. It is the date Mars stops needing Earth. Nobody is selling a ticket to that.

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Meet the backers helping us build DI. We’re proud to introduce our investors: OKX Ventures, Lingfeng, DraperDragon, W3 Storage Lab, DepinX, Central Pinnacle Technology Limited, and individual investors. Our latest funding round closed at a $100M valuation. We believe everyone should have access to a team of financial AI agents that helps them explore ideas, challenge assumptions, and make sense of the markets. That’s the future we’re building at DI: a user-owned AI financial agent network for U.S. stocks and crypto. First up: Event Engine, launching soon. Bring a market question. Our specialist agents will explore what could happen next, where they agree, where they disagree, and why. Thank you to our investors and community for building with us.

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.

As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster. Many have documented on X and elsewhere how this looks like a coordinated coup. I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA. It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell. Look at what Jensen pushed back on: - regulations that would make open source model training too expensive - regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it" - regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them." The other side will do everything they can to get him fired. As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage? Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.

I am a shareholder of Nvidia since 2015. It is the first stock I bought. I am also a gamer, a crypto investor, and a AI researcher. I own a 1080Ti, a 2080Ti, 3090, 4090, and multiple Pro 6000 GPUs. For me, Nvidia is not only the company giving me investment returns. It gave me so many joyful memories. And it is still making new memories for me every day. As shareholders and customers, we want Jensen to stay as Nvidia's CEO. We can't let 3 or 5 deep state board members decide the fate of the world's greatest company. We must let shareholders vote. LET SHAREHOLDERS VOTE! If you support us, please repost.

1confirmation has invested in every Polymarket round ever and we keep doubling down. We are a seed stage fund and investing late stage is not our mandate. Here’s why we broke our rules: - There’s a 100+ year history of people wanting skin in the game on things like politics and culture and the time to accelerate that is now in an AI world where the biggest problem young people have is knowing what’s true. Everyone is becoming a trader/investor, and a product that converts that energy into better information and more truth is truly unique. - Polymarket is much more than sports and global. In the U.S. right now sports is all the rage. A better sportsbook is fine but it’s not the most enduring aspect of a prediction market business. Better information and more truth on politics, geopolitics and culture is the why and most young people you talk to IRL know that Polymarket is in a class of its own on this front even though that discourse here can get lost. - The business is leveling up. I’ve seen a lot over the past 6 years and it’s far from perfect but the exec team in place now is exceptional, the US product is best in class and the revenue is making new highs. I have not loved the messaging about a token at times bc it’s always best to underpromise and overdeliver by quietly delivering value to users. But the idea that a token is dead is foolish. - Shayne has a will to win like none other and is the most direct and transparent person I know. He’s just himself and authenticity wins. Posting here for transparency. Talk soon.

Huge AI announcements from OpenAI, Anthropic, Meta, and Google in the past 48 hours. Here's everything going on in AI right now: 1. The authors of AI 2027 just moved their timelines up. They now expect AI on par with the best human AI researchers to arrive in 2027, after METR estimated Anthropic is improving about 2x as fast thanks to AI. Daniel Kokotajlo gives it a 50-50 chance by May 2027 and says he's "scared, sad, and angry." 2. Anthropic opened the investor pitch for its IPO, with shares likely trading as soon as Thursday next week. An updated filing also says it has now crossed its own safety line for AI-driven progress. 3. OpenAI launched Businesses in ChatGPT, a beta hub where brands can set up AI agents for shoppers, claim a verified profile, and track how often ChatGPT mentions them. Paid ads can point users to those agents too. This is like the start of SEO for chatbots. 4. Anthropic rolled out Claude Sheets and Whiteboards in beta, made Claude Data generally available, and announced Claude Meetings, an assistant that sits in on your video calls. Add those to Slides, Design, and Docs. Seems like Claude is slowly rebuilding the entire office suite. 5. Anthropic also released Claude Fable 5.2 and Mythos 5.2 yesterday, with Fable debuting at #1# on Artificial Analysis' Intelligence Index, 5 points ahead of Google's Gemini 4 Carbon. It's also 20% cheaper and up to 30% faster than 5.1. Google lost the top spot before Carbon even shipped (!) 6. Meta released Muse Ember, its smallest model, built for high-volume agent work. It ties Claude Haiku 5.5 on the Intelligence Index at roughly one-third of the cost per task ($0.14 vs. $0.41 on an average test). Meta shipped its first Muse model in April and now has an answer for every tier OpenAI and Anthropic sell. 7. Google announced 2 new AI chips coming next year: the TPU 8tx, which keeps data encrypted even while a model is working on it, and the 8i Max, which joins 2 chips into one for agents that need to hold an entire codebase in view. Google already has nearly 100 TPU customers (including Anthropic and Apple) and every available chip is spoken for. 8. Nvidia's top lawyer reportedly emailed agents in August 2025 while they were investigating whether Singapore's Megaspeed smuggled its chips to China. The Commerce Department then halted the case and handed it to the Justice Department. Not a great week for Nvidia. 9. Adobe signed a multi-year deal with Disney to build custom AI models trained on Disney's characters and visual styles, with work already underway for theme parks, film, and ESPN. Pretty interesting to see one of the most protective IP owners in entertainment is now training its own AI models. 10. OpenAI acquired Odessia, a months-old AI trip-planning startup from Sonder founder Francis Davidson, who is joining OpenAI to work on travel. Between this and #3#, ChatGPT is coming for shopping and travel. 11. France unveiled the Paris Call for AI Safety and Security, with OpenAI, Anthropic, and Mistral committing to build emergency off switches into their most advanced models. Interesting timing given #1# on this list. Daily reminder that this is the worst AI will ever be.