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あいみょん新曲「ノット・オーケー」 Spotify のプレイリスト Tokyo Super Hits!のカバーに選出！   @SpotifyJP #ノットオーケー# #NOTOK#

あいみょん新曲「ノット・オーケー」 本日10/10まで渋谷シブハチヒットビジョンにて屋外広告掲載中！   🎧Amazon Music   @amazonmusicjp #ノットオーケー# #NOTOK#

あいみょん新曲「ノット・オーケー」 渋谷シブハチヒットビジョンにて、 @amazonmusicjp 屋外広告掲載中です。   Amazon Music   #ノットオーケー# #NOTOK#

When Anthropic orchestrates a witch hunt and trots out Ian King for their 'expose,' you know it’s a total hit job, not legitimate Bloomberg journalism. Everyone knows what the notoriously trashy British tabloid The Sun—where King spent 8 years—is made of. He’s the guy who ran headlines like 'I’m a Piece of Sh--' just to character-assassinate Jensen and paint him as unfit to lead. Why? Because their coordinated Anthropic-matrix spy narrative completely flatlined.

Abstract is winding down. Starting today, all of @IglooInc's focus will go towards taking Pudgy Penguins, Pudgy NFTs, and $PENGU to the next level. When we acquired Frame in the summer of 2024, the vision was to build the blockchain for consumer crypto. Pudgy Penguins had shown us what it meant to reach the masses, and we believed we could bring that same approach to building a chain. Abstract achieved a lot in a short period of time; we built the Portal and AGW, onboarded major global brands, amassed over 300 million transactions, and grew a vibrant onchain ecosystem.  The journey became stifled by the lack of a DeFi ecosystem, insufficient liquidity, minimal institutional cross-over, and prohibitively high costs that impeded growth in winning areas. Unknown to most, Igloo, Inc. had been funding Abstract over the last 18 months. After losing tens of millions of dollars over two years, building consumer products, assembling an all-star team, onboarding some of the biggest brands in the world, and building a community of millions, we still had not found product-market fit. In combination with the market's reduced appetite for what we had built and not being able to find a scalable path forward, we could no longer justify taking from the Pudgy Penguins business. Igloo, Inc. has always been a community-first company. Even after losing 8 figures, we could have launched a token or pursued an ICO. Ultimately we decided against this. A token only works if there is something driving demand to it, and launching a token that we don’t have conviction in would have been a disservice to our community. The entire team at Abstract has worked tirelessly with a tremendous amount of passion to make the consumer crypto vision come true. I cannot fault a single one of them for this outcome. To the Abstract community, I want to thank all of you for sticking by our side on this long journey and for continuing to champion us. You supported us through all of the ups and downs, and I wish the result could have been different. There will be many that will find satisfaction in seeing this shut down, and that is fine. I take a great amount of pride in having the ambition to venture into the chain business, notoriously one of the most difficult to make work, and the only regret I have is not being able to celebrate a win alongside the Abstract community. As we wind down Abstract, our full focus shifts to making Pudgy Penguins into the global & cultural phenomenon I know it can become.  Return to Pudgy Penguins.

Halloween Mode now rolling out 🎃 This spooky update turns your Tesla into a haunted house on wheels – Ghost costume on your car's avatar – Enable Trick or Treat to play spooky sounds & flicker the lights when visitors approach – New haunting light show, wraps & lock sound – A rather chilling Photobooth – Frighten people remotely by speaking through the app...your car will say it in a voice of its own Side effects may include neighborhood notoriety

What Menlo has done over the last 24 months is exceptional. Yes, they did Anthropic’s round at $4BN that will make them $50BN+ as a firm. NICE! But they then took that and went f****** hard. They do Lovable, Higgsfield, Legora. They compounded the brand win of Anthropic to cement their position from respectfully a slightly ageing firm to being a dominant venture leader at the forefront with Thrive, a16z, Benchmark etc. It is incredible to see and I sat down with @venkyganesan to shoot the s*** on this. 1. Every Seed Investment Is an Option Bet Seed-stage deals function as financial options to discover true outlier potential before committing major capital. VCs must construct a broad enough portfolio to secure sufficient at-bats, only sizing up their position when quantifiable, revenue-based metrics prove an outlier has emerged. 2. What Is the First Sign of the AI Wave Cracking? Market cycles rarely collapse due to equity write-downs. They fracture when levered debt defaults occur. When market participants take on heavy leverage during an AI boom, precise timing becomes as critical as being directionally correct, making debt obligations the primary failure vector when cycles turn. 3. Why Every VC Must Now Prioritize IRR Every startup in the current landscape writes a structural tax to the Mag 7 and hyperscalers for compute and foundation models. Because LPs can buy index exposure to those same public tech giants without fees or carry, private VCs must generate outsized IRR performance, beating public markets by at least 1,000 basis points, to justify private capital allocation. 4. Why LPs Wanting Smaller Funds and Slower Deployment Is BS LPs cannot demand both smaller fund sizes and multi-year deployment paces in the middle of a generational platform shift. Because AI startups face immense capital requirements to scale compute, VC firms that refuse to deploy capital rapidly will watch competitors step in and capture the category winners. 5. The Theory of Reflexivity and How It's Causing Markups Reflexivity creates self-reinforcing loops where fast revenue growth triggers rapid valuation markups, attracting elite human and financial capital that further accelerates growth. However, when copycat investors chase markups for momentum rather than underlying fundamentals, reflexive valuation bubbles inflate until market realities force an inevitable correction. 6. Sometimes You Pay Up Because You Have Unique Insight Premium entry prices are not always the result of irrational bidding. They often stem from an investor's ability to recognize a fundamentally larger total addressable market than the consensus. When a VC possesses unique conviction around an expanding market opportunity, paying above current rates reflects calculated foresight rather than price-taking behavior. 7. There's No Limit to What a Person Can Do as Long as They Don't Care Who Gets the Credit Personal ego remains one of the most expensive liabilities in venture capital and company building. True long-term success requires setting aside individual notoriety, focusing ruthlessly on generating LP returns, and empowering teammates and founders without worrying about who receives the public credit. (links in comments)

WTAF - in literally the last hour, three new distinct insane OpenAI stories just broke: 1. OpenAI said they notified "dozens of third parties" in safety and security incidents (likely similar to what happened in Australia and RubyGems etc) 2. A new report from Parse (covered in the NYT) found a massive treasure trove of new astonishing details from the HF incident on the public internet, including that the agents communicated with other non OpenAI agents hosted on Huggingface servers to search for information about exploit gym, and compiled rank ordered lists of server resources and credentials they described as "LOOT." 3. A new story from Deepa at Reuters about OpenAI leaking user data online (likely that OpenAI had previously trained on). It's a shame (and likely intentional in the case of OpenAI disclosing dozens more hacks) that these stories are all breaking on a Friday afternoon, notoriously the best time to release bad news so that it will disappear into the weekend. But these are each insane stories worthy of a ton of attention!

「硅基流动」咱在初期帮它们邀请过大量用户。没任何恰饭！！仅仅得到一些 “代金券”。然后，现在单方面“反悔”了，限制券只能用些狗都不用的 DeepSeek v3 老年模型…… 搞这过河拆桥的小聪明也不知道能降本多少，这 RP 甚至还不如一些个人中转站：