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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!

Grok Bot has been such a force multiplier for me. It’s insane. It provides you with a team of experts, and you get a totally customizable assistant. It replaces tools like search. It enhances applications like a CRM. It works on every device, so you can now do real work from your phone, then pick it up on your laptop or desktop. I often have 3 to 5 bots working on things simultaneously. If you have not tried it, use it for one month. It will blow you away. If already love it, share this message. Everyone that I get to use Grok Bot has become a total fan and feels the same way. I know the team, and they are working relentlessly around the clock to make the product do everything and anything that you need.

Everyone believes CUDA is NVIDIA's moat, the reason we've maintained our dominance in the AI era. I've never believed that. NVIDIA has only one true moat: its people. And the most important of them is Jensen Huang. I've worked on CUDA compilers, libraries, and DSLs for eight years, from Volta to Rubin. I think I've earned the right to share my perspective on what NVIDIA's moat really is. I hope you'll bear with me. 1. What is CUDA? Many people think CUDA is just a programming language and its compiler, and that NVIDIA's moat comes from the massive amount of software written in CUDA, making it impossible for developers to leave NVIDIA GPUs. This is completely wrong. It's an incredibly naive understanding of CUDA. To me, CUDA is everything NVIDIA does. CUDA isn't just a language, software, or hardware architecture. It's a product defined by a unique customer experience. When you find GPU programming too difficult, CUDA gives you an easier way. When your GPU code isn't fast enough, NVIDIA engineers respond and help you solve it. When a handful of GPUs can no longer push your technology forward, NVIDIA has already scaled its computing platform from desktops to massive data centers. When you need more data centers than anyone else can supply, NVIDIA has already secured wafer and HBM capacity years in advance to meet your demand. That experience is CUDA. It's made possible by the relentless, day-to-day work of everyone at NVIDIA. And the person who brings all these people together, who gives them a shared vision and purpose, is Jensen Huang. 2. What made CUDA possible? Patience. Perseverance. An unwavering commitment to a vision. Around 2006, NVIDIA bet that the future would demand far more computing power, and began transforming GPUs from graphics processors into a platform for general-purpose computing. Initially, it was a commercial disaster. The added costs hurt margins, the market wasn't ready, and the strategy faced enormous skepticism and pressure, including questions from the board. But Jensen persisted. For roughly a decade, NVIDIA kept investing in CUDA, building its hardware, software, and developer ecosystem long before the commercial payoff became clear. Eventually, deep learning arrived. And NVIDIA was ready. Today, this sounds like an inspiring story. But for those who lived through it, it meant a decade of perseverance, doubt, and being misunderstood. Looking back at the history of technology, how many people could have done the same? This is what I've always loved most about NVIDIA. And now, Jensen has been pushed out. This won't kill NVIDIA. The company can still create tremendous commercial value. But it has killed NVIDIA's soul. And how far can a body go without its soul? If this is how Jensen Huang is treated today, how will those of us who built CUDA be treated tomorrow? I love NVIDIA deeply, but I have to say it: NVIDIA is dead.

Thank you @JensenHuang for 33 years of bold leadership. You built a small startup into America’s most valuable company, with relentless improvement. Your grit and perseverance should always be remembered. Your personal generosity with time and advice to founders like me has secured a bright future for America and AI.

The Moral Collapse of the Chinese Crypto Community To Elon Musk 2022–2023 marked the golden age of Chinese-language Twitter. Back then, there was no creator revenue you offered purely based on traffic. Two main groups of creators came here to share insights: Influencers who migrated over with their followers after their Weibo accounts were banned. Content creators who were already living overseas. These people came with genuine intent to share, and they often uncovered valuable market alpha. Whether it was Bay Area Spaces, inscription research bloggers, or spot and secondary market analysts. Back then, everyone believed the next bull run would be bright. People expected their altcoin spot holdings would deliver at least 5–10x returns. After all, A16Z poured capital into projects left and right, and every so often, stories popped up of Gen Z traders hitting A8 and retiring financially free. Then the tide turned. High-cap tokens pumped immediately upon launch. Instead of bringing fresh liquidity into the market, the ETF event drained what little liquidity remained, driven largely by Trump-related narratives. The crash on October 11 was almost inevitable. Long before that, many had already lost everything on altcoins. That black-swan event merely liquidated whatever leveraged contract positions were left. Starting around 2024–2025, after X rolled out creator ad revenue, a flood of traffic chasers emerged, catering to lowbrow audiences. These people do not trade crypto, nor do they care about any market narratives. They crossed over to this platform just to scrape together that tiny creator payout, as they have little footing in real life. Consequently, we saw the worst tropes from mainland domestic social media spill over: gender polarization, disinformation, and bootlicking culture. While you tweaked the algorithm to curb plagiarism, the platform still fails to incentivize high-quality content. Plenty of boundaryless content farms still rack up views, and accounts that harass others relentlessly often evade effective reporting penalties. Meanwhile, posts from creators I used to follow have vanished from my timeline. I kindly request that you strictly investigate accounts that distribute other users’ private information without consent.