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“Jensen has been incredibly good at retaining talent. There are very few high-profile departures from the NVIDIA executive team.” “This is probably when the sharks are in the water. The VCs are going to come in and offer people billions of dollars to start their own chip companies, their own neolabs.” “If a year from now we’ve seen a bunch of departures from NVIDIA, I’m going to be really concerned about their future.” “Steve Jobs is a pure visionary, and Jensen is negotiating every supply chain contract.” “If there’s any manufacturing issues with Rubin, people are distracted and Jensen’s not there. Things get solved slower, things get solved by committees.”

I think the best case is to make the "monitor" as un-agentic as possible. We don't mind being "monitored" by various random tiny insects we don't even notice, even guard dogs are fine, but we really do mind if it's a globally connected networked system. And the intermediate case, human security guards with no recording equipment, we mind only a medium amount. The best idea I've come up with so far is to make these monitoring devices out of open-source verifiable hardware that has etched on it an open-weight LLM that classifies for a limited number of activities (basically, just violence; sorry, no scanning for jaywalking or not wearing a mask or drugs or unauthorized manufacturing or illegal immigrants, really just violence) and only records and forwards if that's what it sees. The device has no storage, no ability to load new algorithms, this is all it does. Also, a hash of every recording is published onchain (and a device can't record the next one until it sees confirmation of the previous one) so we can all count how much recording is done. Finally, everyone has a legal right to take any such device they see and grab it and dissassemble and verify the hardware themselves. Explicitly fund university clubs, hacker groups, etc to regularly do this.

Take a look inside our Starlink manufacturing facility in Redmond, Washington, and watch the latest episode our Starship docuseries “Go for Orbit” →

🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW It's NOT because of the stock market AI bubble. It's NOT because of the rising inflation. It's NOT because of retail panic selling. Bitcoin no longer trades like a supply-and-demand asset. The crypto market has changed FOREVER. And what we're seeing right now is not ordinary price action. It’s not weak hands, changing sentiment, or retail panic. Something much bigger is happening behind the scenes, and most people haven't even realized it yet. By the time the crowd catches on, it'll already be too late. This didn't happen overnight. The structural shift has been developing for YEARS, and now we're seeing its consequences. Here's what nobody wants to acknowledge: The moment synthetic supply enters the equation, genuine scarcity loses its meaning. And once scarcity stops determining price, the market no longer discovers value through actual ownership. Price discovery moves into derivatives. That's precisely what has happened to Bitcoin. We've already witnessed this exact transformation in: → Gold → Silver → Oil → Equities Once derivatives became dominant, the underlying market structure changed permanently. Bitcoin is now facing the same reality. The entire original investment thesis was based on 2 fundamental principles: 1. A fixed maximum supply of 21 million BTC. 2. No rehypothecation. Both principles lost their effectiveness once Wall Street built an entire financial system around Bitcoin: → Cash-settled futures → Perpetual swaps → Options markets → ETFs → Prime broker lending → Wrapped BTC → Total return swaps And from that moment onward, synthetic Bitcoin exposure became effectively UNLIMITED. Not in actual blockchain supply. But in the financial markets that determine the price. Synthetic Float Ratio (SFR). This is the missing metric most people aren't aware of. When synthetic exposure exceeds the available real supply, price stops following demand. It becomes driven by positioning, hedging, and liquidation cascades. Wall Street now has the ability to manufacture Bitcoin exposure and trade against the underlying asset. Their playbook is really simple: 1. Manufacture unlimited paper BTC 2. Short aggressively into rallies 3. Trigger cascading liquidations 4. Cover positions at lower prices 5. Take profit and repeat This isn't simple speculation. It's financial inventory manufacturing. A single real BTC can simultaneously support: → An ETF share → A futures position → A perpetual swap → An options delta → A broker loan → A structured note ALL AT THE SAME TIME. 6 separate financial claims backed by one actual on-chain Bitcoin. That's NOT the decentralized free market people believe they're participating in. That's a new financial system operating under the Bitcoin name. You can ignore this reality, but you cannot escape its consequences. Quick reminder I’ve successfully called every major Bitcoin top and bottom for the past 10+ years. I publicly called the $17K BTC bottom in 2022 and the $126K top in 2025. Then, I called the $57K local bottom in 2026. Missed those calls? Don't worry, you'll get another chance soon. If you haven’t followed yet, now is the best time.

The whole Jensen thing feel too well coordinated and targeted. If I have to guess this is the most bipartisan agenda can be aligned by China hawks from both sides, and considering TSMC is a highly Huang aligned (Morris once invited Jensen to take over TSMC back in 2013 and the personal bonds are extraordinarily strong btwn the two) and most critical manufacturing chokepoint for semis. so Jensen is unusually embedded across both sides of the China-Taiwan-US AI stack. the preferred endgame for Washington its a CEO with less personal exposure to China/TW, fewer cross-strait ties that can be politically weaponized, and more predictable alignment with US culture and deep state not saying the underlying allegations were totally manufactured. the scandal can be real while the political uptake is still remarkably coordinated. America politician can call itself post racial, but power is never post tribal. Nothing can close the gaps across the American establishment faster than someone who can be framed as "not one of us"

Suiball Refund Announcement Thank you to everyone who supported us on this journey. We set out to build a secure hardware device that was more than just a hardware wallet: one fully native to Sui. We did it. Suiball went into manufacturing, and we were ready to ship the first batch to our supporters. After a wave of recent hardware wallet attacks across the industry, the Sui Foundation decided the risk of backing a hardware wallet project was too high right now. We understand that decision. Sui puts the security of its users and ecosystem first. Still, after years of intense development and a finished, working product, it's hard to say that we have to close Suiball down. That's the nature of building an ambitious startup. We had the right intentions and the right capabilities, but this one wasn't meant to be. How refunds work: 🔹 On-chain pre-orders (~80% of orders): You'll get your refund in USDC, airdropped straight to the wallet that holds your soul bound pre-order NFT. You don't need to do anything. This will happen within the next week. 🔹 Credit card pre-orders: You'll get an email asking for a Sui wallet address. Your refund will be airdropped there in USDC. We'll run a second airdrop once addresses come in. 🔒 All the personal information you gave us for device delivery, including your name, email, shipping address, and phone number, will be permanently deleted once refunds are complete. We won't keep any records. ⚠ We will never ask for your seed phrase, private key, or any payment. Only reply to emails from info@citadelwallet.io Suiball will officially close once all refunds are complete. Thank you for believing in us.

We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas →

my raw thoughts on fable 5.2 after testing it (vibe manufacturing, marketing engineering, AI native services) it might be the most thoughtful model i've ever used here are the 12 prompts i'd use to make money and become more productive with claude fable 5.2

Democratic Gov. Wes Moore said President Donald Trump blocked him from speaking at a Tuesday event near Baltimore meant to unveil a new multi-billion-dollar investment in submarine manufacturing.

Meet Mistral Large 4, aka Le Chonk. • 1T parameters, natively multimodal. 49B active. It is the best open weights model from US or Europe on aggregated benchmarks. • State-of-the-art on critical workloads, including cyber defense, manufacturing and finance and it surpasses closed frontier models on visual grounding. • Forged in Europe end-to-end and is deployable from Europe via our own Mistral Cloud infrastructure. • Available to all via API today. Working with cybersecurity partners privately. Open weights release end of October.