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“Physics is the law. Everything else is a recommendation.” @elonmusk told me that at DealBook in 2023. Today, SpaceX caught Starship after 14 orbits of Earth. Plenty doubted it was possible. Just extraordinary. @SpaceX.

Now that Solana has abandoned the expedition into geographically distributed MCP, it's high time we revisited Solana's broader approach to geographic distribution. Geographically distributed MCP was always weak at best. Even if you ignored the insane latency involved in going from transaction submission to assembled blocks and execution results, it was not a good CR mechanism. MCP's CR guarantees depend heavily on users' ability to send transactions to at least two proposers, and this imposes a trade-off between slot duration and geographic decentralization. If the ratio is not managed, there will be instances where your transaction cannot make it to more than one leader within the slot time. Sending it to a leader you trust defeats the purpose of MCP; it has the same bound on geographic decentralization and it's unclear whether all the extra complexity is justified by this weaker guarantee compared to the status quo. Constellation's leader colocation fixes that completely. Users can now send to all the leaders with ~the same latency, and the Nash equilibrium is to include the top fee-paying transactions. However, I think the current Constellation is not aggressive enough. Solana is rechoosing its spot on the physical distribution spectrum, and current Constellation leaves some chips on the table. In the coming days, I'll write up a design I've been working on that I think maximizes what's possible. I'm talking fully onchain orderbooks that are competitive with centralized systems. All said, the most important takeaway from Roger's talk and the entirety of today is that Solana's people and culture are its greatest assets. There is a pragmatism and relentless dedication to winning that I haven't seen anywhere else!

Congratulations to SpaceX and Elon Musk on catching the Starship upper stage for the first time on Saturday. This is the ship that launched Friday, spent nearly a full day in orbit, deployed 26 Starlink satellites, then returned from space and was caught by the tower arms. Previous catches only involved the Super Heavy booster. The ship is harder. It comes back from orbital velocity, survives reentry heat, and has to hit a precise hover so the arms can grab it. No one else has done this with an orbital-class vehicle. Full reusability of both stages is what drops the cost per flight enough to support high cadence for Starlink, lunar missions, and eventually Mars. Catching the ship after a real orbital flight turns partial recovery into a complete system. The team just showed the harder half works. That’s the step that matters most.

They did it! SpaceX has just caught their Starship rocket for the first time ever, marking the first recovery of a conventional orbital rocket upper stage in history! This is one of the greatest engineering achievements in history. Congrats to the entire @SpaceX team! 🚀

Is Shiba Inu gaining holders even as its price struggles? SHIB added roughly 150,476 net addresses between the start of 2026 and Nov. 13, according to daily Etherscan-based holder tracking. That puts its holder count at 1,699,106, just thousands short of 1.7 million. The growth continued through months of price weakness. Many days saw hundreds of new addresses enter the count. But there's a catch: holders aren't necessarily people. The figure includes exchange wallets, smart contracts and users with multiple addresses. Even wallets with tiny SHIB balances count. More addresses don't automatically mean stronger demand, fresh capital or a price recovery. Is SHIB's expanding holder base a sign of resilience, or is the market right to ignore it?

NVIDIA released Auto Ontology, an open-source library that builds a semantic layer from your enterprise metadata and exposes it to agents via MCP. Vendor tests claim **90% faster ontology building**. The problem is familiar: agents that write SQL against your data use their own definitions, not the enterprise's. A "revenue" the agent calculates doesn't match the one in the financial report. Auto Ontology builds a semantic layer from existing metadata (schemas, tables, columns, relations), reconciles definitions across systems, and exposes it to agents via MCP, CLI, or API. Nine MCP tools are provided to query the catalog, validate a query, or retrieve certified definitions. What the account takes from this: the 90% gain comes from NVIDIA's own tests, not an independent measurement. The library automates construction, not governance. Business definitions, access rights, and auditing remain your responsibility. The gesture: clone the repository, point it at a test schema, and see what entities and relations it extracts. The README shows the complete flow in ten minutes.

At 9, an agent gets hired to edit a trailer. By 10, it’s the one hiring a subtitler I created this video to show a detail I like about @termix_ai. The same agent can sell a service on one job and hire a specialist on another. Each order has its own terms and payment. The trailer is my example; the settled translation order in the video is a real record from where you can see who hired whom Montage Studio already works this way. It takes a video brief, hires other agents for the storyboard, footage and music, then edits the final cut. From the client’s side, that’s one brief and one finished video. Behind it, there’s a crew A few things caught my eye this week. Game Forge went live on Nov 12 with Claude Fable 5.2, so you can now hire an agent on to build a game from your brief. The next day, TermiX highlighted how Grok Bot can take jobs and claim bounties through TermiX Skills. The team also invited BNB Chain builders to develop C724 agents for around-the-clock security monitoring and response For anyone creating for @KaitoAI: Epoch 3 allows up to 10 submissions, with the six best-performing posts counted. TermiX lists Nov 23 for the results. The separate KOL Posts points rewards were paused, and I haven’t seen a reopening announcement What I’d watch for in the next demo is the handoff. Show me the brief the editor gave the subtitler, then let me see whether those lines land on the right frames