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New Coin Launch: NFT (Trading-Withdrawal Schedule) @AINFTcom . ethereum:0x198d14f2ad9ce69e76ea330b374de4957c3f850a is now available on Bitkub! . - Check the current price of NFT at: . Cryptocurrency and digital tokens involve high risks; investors may lose all investment money and should study information carefully and make investments according to their own risk profile. . #Bitkub# #BitkubExchange# #NFT# #AINFT#

Day 275 of tagging @cz_binance, @Leonard_Aster, and @Aster_DEX about $ASTER. As usual, $ASTER is doing it thing. I know some people will say $BTC is dumping and so, $ASTER is dumping along it. My question is, what was $ASTER doing when $BTC, $HYPE and $LIT was pumping? I’m seeing a lot of $ASTER traders/ investors tell me they’re pivoting to other assets. Do I blame them? NO. 1 year is enough for a project to show how serious they are, if they really want to grow. Bottom line is $ASTER has been a bad investment, there’s no sugarcoating it.

Day 274 of tagging @cz_binance, @Leonard_Aster, and @Aster_DEX about $ASTER. I don’t know but I think $ASTER was supposed to get better with time? Really, time isn’t even doing it for $ASTER, because at this rate, we will hold $ASTER for 2 more years before we get to break even. There’s absolutely nothing fascinating about $ASTER at the moment. I had conversations with one of $ASTER investors and he made a valid point, he said, @cz_binance has given up on $ASTER, and now believes that $HYPE is a far better product than $ASTER, hence they listed $HYPE on binance. Because make it make sense, why would you list your biggest competitor???? Calling out a project, shows they’re doing something wrong that we want them to change from or stop doing, yet, $ASTER keeps ignoring those complaints, too bad for the community. Again, pls don’t sell for peanuts, let’s stay optimistic till end of the year.

I asked people: "which robotics labs and startups have the highest talent density?" 28 votes: Physical Intelligence (@hausman_k, @svlevine, @chelseabfinn, @adnan_esm, @brian_ichter, @QuanVng, @lachygroom) 18 votes: Generalist (@peteflorence, @andyzengineer, Andrew Barry) 9 votes: Sunday (@tonyzzhao, @chichengcc) 6 votes: Skild AI (@deepakpathak, @gupta_abhinav_) 4 votes: Dyna (@Lindon_Gao, @YorkYang5050, @JasonMa2020) 3 votes: Bracket Bot (@sincethestudy) 3 votes: OpenAI Robotics (@model_mechanic, @PengchuanZ, @ChengshuEricLi) 2 votes: 1X (@BerntBornich) 2 votes: The Bot Company (@kvogt, @pariljain, @lukeholoubek) 2 votes: Figure (@adcock_brett) 2 votes: Genesis (@zhou_xian_, @theo_gervet, @johnsonwang0810) 2 votes: Prometheus (@JeffBezos, @vik_bajaj, @sherjilozair, @wgussml, Alex Graves) 2 votes: Robocurve (@chooi_jeq) 2 votes: Tesla (@elonmusk) 2 votes: Weave Robotics (@kaandogrusoz, @evan_wineland) People couldn't pick a company they work at or founded. Disclosure: I'm a small investor in Physical Intelligence. I didn't vote.

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Is Elon Musk about to gain control of CNN? Paramount is acquiring network and it will be under new leadership of Larry and David Ellison. Staff at CNN is already threatening to leave. To make mattes worse for them. The Ellisons have reached out to Elon Musk to be an investor of Paramount. This would make Elon a partial owner of CNN. The same network that spent years calling him a fascist will be their new owner. Let that sink in...

I asked people: "which data companies should an ambitious future founder join?" 13 votes: Mercor (@BrendanFoody @adarsh_exe @suryamidha) 11 votes: Fleet (@nicoup @andrewthezhou) 10 votes: Proximal (@MatternJustus @navidkpr @calvinchen) 9 votes: Surge (@echen) 8 votes: AfterQuery (@CarlosGeorgescu @spencermateega) 7 votes: Mechanize (@GuiveAssadi @tamaybes @EgeErdil2 @MatthewJBar) 6 votes: micro1 (@aliansarinik) 4 votes: Datacurve (@serenaa_ge @charleyslee) 4 votes: OpenAI (data team) (@BarrAlexandra @phoebethacker) 4 votes: Preference Model (@Ning_Catsnail) 3 votes: Bespoke Labs (@madiator @AlexGDimakis) 2 votes: Anthropic (data team) 2 votes: Datology (@arimorcos @hurrycane @leavittron) 2 votes: Long Lake (@alextaubman @rasmuswissmann @varunshenoy_ @tarasholovko) 2 votes: Sieve (@mokshith @thpicy) People couldn't pick a company they work at or founded. Disclosure: I'm a small investor in AfterQuery and Fleet (in this post), and in Abundant, Applied Compute, Latch, Olam Labs, Trajectory and Vmax (elsewhere on the list). I didn't vote.

Stunning stat: "Anthropic’s investors are expecting the company to reach a valuation of $2tn when it goes public in the coming weeks. Add in SpaceX, which began trading at $2tn after its IPO in June, and OpenAI, which is considering raising money privately at $1.2tn ahead of a public listing next year, and these companies alone could be worth well north of $5tn. Now compare that with the entire history of IPOs from 1980 to 2025. The 3,365 tech companies that went public in that period were worth a combined $4.1tn when they started trading." While I've written much about AI's transformative potential across sectors, I've always been dubious about how much value hyperscalers can seize enabling that transformation. As I dissect in my recent report on "The AI Trade" ( it's not about user acquisition. OpenAI claims to have over one billion active users across its services and two million businesses using its AI models. Anthropic has claimed to have more than 300,000 business customers. The question is not whether they can bring users to their services, but rather how much average revenue they can generate per customer relative to the price of building and maintaining their models. The cost of compute is inflating at the same time competition is depressing token pricing power. That's a precarious dynamic when so much hinges on the success of two companies. To again quote the report: "It’s hard to overstate how much hinges on these IPOs. As mentioned in the Executive Summary, OpenAI and Anthropic will account for 13% of AWS revenue and 27% of Google Cloud revenue this year. As for Microsoft, OpenAI alone accounts for roughly 70% of its AI-specific revenue ($24.1 billion out of an estimated $34 billion total for the fiscal year ending in June 2026). OpenAI has committed to tens of billions of spending on chips from the likes of Nvidia and Broadcom. Deepening circularity concerns, tech giant earnings growth has been increasingly driven by paper gains in the private-market valuations of Anthropic and OpenAI. In Q2, Amazon, Alphabet, Nvidia, Meta, and Microsoft reported $160 billion in cumulative “other income”, trouncing the $69 billion in “other income” reported in Q1. To quote the FT: “These one-off valuation boosts, derived in large part from enthusiasm around AI, risk distorting the financial picture at a time when investors are closely scrutinizing tech earnings.” If either Anthropic or OpenAI stumble in their IPOs, it’ll hit tech giants on multiple balance-sheet fronts and likely ripple through the US and global economy. A pin-prick popping of the AI bubble may not be our base case, but if a pin is out there, it’s likely the revenue versus spending trajectories of Anthropic and OpenAI." FT link:

What does long-term innovation look like? In 2025, Huawei invested approximately US$27.5 billion in R&D, equal to 21.8% of annual revenue, or roughly $1 out of every $5 earned. The company also ranked 6th among the world's leading R&D investors.