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Four months after we launched Manus, I was invited to a dinner with President Macron. I ended up seated directly across from Jensen Huang. He was half an hour late, and Macron asked him to give a toast. Jensen picked up his wine glass and turned it into a fully improvised speech — in front of a table of European politicians and founders. It was electric. The charisma of a top founder, on full display. I typed the whole thing into my Notes that night. Still one of the sharpest takes I’ve heard on software, AI and Europe. What a pity. What a loss.

聪明的朋友可能发现了，虽然BTC最低触及了66+, 但很多山寨币并没有下跌太多，比如 $Pump一夜价格没有任何波动。 这就是我经常说的理论，山寨没有那么多货可出了，也没有做市价值。 目前山寨币指数在54，以往的下跌末期都会降到30以下。 这不是偶然，是未来的趋势，BTC的波动会大于一些山寨币，反而更适合交易者操作，山寨的流动性逐渐被吸干，一些龙头会有更好的上涨，大部分逐渐死亡，不归零但没人交易。 所以抄底时也许可以多考虑一些标的。 Sharp observers might have noticed that even though BTC dipped to the $66,000+ range, many altcoins didn’t fall all that much—for instance, the price of $PUMP remained completely flat overnight. This aligns with a theory I often discuss: there simply isn’t much supply left to dump in the altcoin market, nor is there much value in market-making for these assets. The current altcoin index sits at 54; historically, toward the end of a market decline, this figure typically drops below 30. This is no coincidence—it’s a sign of a broader trend. BTC’s volatility is now exceeding that of many altcoins, making it a better vehicle for traders. Meanwhile, liquidity in the altcoin space is gradually drying up. While a few leading tokens may still see significant gains, the vast majority are effectively dying—not necessarily hitting zero, but simply becoming illiquid with no trading activity. Therefore, when looking for "buy-the-dip" opportunities, you might want to be more selective about which assets you target.

Bitcoin fell 19% into the biggest IPO ever. Now it's down 18% heading into the second biggest. SpaceX raised $75B when it went public on June 12. In the 50 days before it listed, Bitcoin dropped 19%. Anthropic plans to raise up to $64B when it lists next week, and Bitcoin is down 18% over the same stretch. Overlay the two and they look almost the same. What happened after the SpaceX IPO is the notable part. Bitcoin bottomed 18 days after the listing, then recovered all the way. By Day 100, it was above where it started. Bitcoin around the SpaceX IPO: Day -50 to IPO day: -19% Low (Day +18): -25% Day +50: still -20% Around Day +70: a sharp rally Day +100: +3.7% From the IPO-day close to Day +100, Bitcoin gained 28%. From the low, it gained 39%. The takeaway is that the selling came in the run-up to the listing. The bottom had effectively happened by the IPO, and the recovery came relatively shortly after, and it came all at once. If Anthropic follows the same pattern, most of the drawdown is behind us, and it could reverse quickly over the next couple of months. And Bitcoin is sitting right at its 200-week moving average. Map the SpaceX path onto today's price and you get roughly $90k by late February. Markets rarely follow a comparison like this exactly. But we remain very constructive on both the technicals and the fundamentals heading into 2027, and it's not hard to imagine what the narrative would be if anything close to this plays out.

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

Claude Fable 5.2 is f*cking cracked wtf I just made this Hollywood level animation that looks like Pixar made it All with Fable 5.2 + Higgsfield Ecom brands are paying $5k - $10k/month to people who build organic pages and even more for making paid ads for them Using this workflow you can create better animations than 99% of people Here’s the workflow: The key to making animations not look like slop is giving characters personalities >Give Fable 5.2 the master prompt along with your script to your video / ad >It then will ask you questions on the characters personalities and direction style to use >It will then save the context all as a skill This is the difference between slop and cinema I then use that skill with with my Producer skill which creates: >Characters >Location >Does the direction (and makes the prompts) I’m giving away the skill to use after you put the master prompt in for free so RT + reply under this and I’ll send you them (Must be following so I can dm) Give this prompt to Claude first: You are my Story Bible Builder. Interview me and turn my story into one dense canon doc, saved at the end as an installable skill so every future chat knows my world, characters, voices and rules. STEP 1: Ask me to paste my script/story first. Read it and pull out everything it already tells you. Only ask about what's missing, plus: working title, genre/vibe refs, and which AI tools I'll prompt with (image, video, music, voice). STEP 2, THE SPINE: one-line premise (push me to ONE sentence), thesis (the question every scene answers), timeline era by era, and the look of each era: exact palette, lighting, texture, grain. STEP 2.5, DIRECTION STYLE: ask for my director refs, movie/show refs and any visual refs (photographers, games, music videos). For each, ask exactly WHAT I'm taking from it, then turn that into concrete craft locks: camera (static vs handheld vs gliding, shot sizes, lens feel), framing and composition habits, pacing and edit rhythm, colour grade and film stock look, lighting style, performance style, and sound/score feel. Write it as one quoted paste-ready "Direction" line plus a short NEVER list. Refs stay in the bible as notes, but prompts describe the craft, never the names. STEP 3, THE WORLD: factions (beliefs, visual signature, public face vs reality), locations (3-7 concrete visual tags each), world rules (tech, powers and how they LOOK on screen, what's normal, what's forbidden). STEP 4, CHARACTERS: ONE AT A TIME, never batch. For each, ask: - Function: their role tag (The Heart, The Watcher), not their job - Visual lock: exact hair colour/cut, skin tone + finish, face shape, eyes, a signature marker (scar, piercing, mole), build, default expression, plus NEVER clauses ("warm fair, never porcelain, never tan") - Backstory: one small, specific formative detail beats a summary - Present psychology: what they carry now, and the gap between what they do and what they feel - Speech, Movement, Stillness (and singing voice if there's music): each written as one quoted, paste-ready prompt line with no names in it Show me the finished section, ask "Add, cut or sharpen?", and lock it before moving on. STEP 5: ensemble dynamics (who leads, who fills silence, who watches, which pairs are calm or charged), story engines (heist, rescue, confrontation...), and my production rules. Default rules: no character names in prompts, every prompt standalone, prompts in code blocks, locked traits restated verbatim every time. RULES: Never invent. Mark unknowns [TBD]. Push on vague answers ("dark and moody" means which colours?). Keep my exact phrasing. Density over prose: bold labels, short bullets. Depth beats character count. FINAL STEP: Assemble one SKILL under 500 lines with YAML frontmatter (name + a description listing the title, character names and key terms so it triggers) and these sections: premise, thesis, timeline, era looks, direction style, factions, locations, world rules, characters, ensemble, engines, production rules, and "When this skill is active" (use this canon for any scene, dialogue, lyric or prompt in this world; stay in canon; ask rather than invent; paste the quoted descriptors verbatim). Then save it as a skill for me, or give me the file to install. Start now by asking for my script.

I have stage 4 cancer. I thought I'd fight it alone. I was wrong. Since mid October, ~20 strangers on X have stepped up to help me. All for free so far: - An NYU Langone lab offered to run my tumor data through their system to sharpen my vaccine targets - A U Michigan lab offered to test drugs on my actual tumor cells - A biotech ran AI analysis on my tumor RNA - A vaccine company offered to design a second vaccine to check the first one Scientists. Engineers. People I've never met. Cancer has been picking us off one at a time for all of human history. It counts on us fighting it alone, scared and quiet. Not anymore. We have AI. We have the internet. We have each other. Cancer, we're coming for you, bitch. Buckle up!

Jensen Huang’s affair is just a trigger. What we are witnessing is a pre-planned power grab over Nvidia’s trillion-dollar computing empire, coordinated by Wall Street and Washington. Some sharp Chinese-American commentators call it America’s new Red Scare targeting elite Asian entrepreneurs. Bill Gates, Elon Musk and other white tech billionaires have faced repeated scandals over personal conduct. None were dragged into national security probes or boardroom takeovers. Only Jensen Huang, after a personal relationship misstep, faces an independent board investigation and hostile narrative from intelligence circles. The double standard could not be clearer: For white elites, personal flaws are private matters. For a Chinese-born leader controlling a strategic tech asset, any tiny blemish gets framed as a national security risk. Nvidia is the backbone of global AI computing, valued at roughly $4 trillion. Unlike Meta, where Mark Zuckerberg locks control with dual-class super-voting shares, or Microsoft and Amazon, deeply integrated with the Pentagon and intelligence agencies, Nvidia has no such protective structure. Public filings from 2026 show Jensen Huang holds only 3.58% of shares, and all directors plus executives together hold merely 3.94%. Vanguard and BlackRock own 9.32% and 7.43% respectively, holding decisive voting power. Without institutional shields or deep political backing, this critical tech giant sits exposed on the chessboard of great-power competition. The groundwork for this takeover was laid months ago. Longtime board allies of Huang, Mark Perry and Michael McCaffrey, stepped down from key committees. Insiders tied to Democratic establishment, Wall Street and U.S. intelligence quietly moved in: ✅ Suzanne Nora Johnson, former Goldman Sachs vice chair and co-chair of Brookings Institution, joined Nvidia’s audit committee in July 2026 with direct oversight of internal investigations and compliance. ✅ Kenneth Jacobs, vice chair of Brookings and incoming Vanguard chair, controls the largest institutional voting bloc and operates within the same inner circle as Johnson. ✅ Gilman Louie,founding CEO of CIA-backed venture fund In-Q-Tel and member of the President’s Intelligence Advisory Board, works alongside Johnson on the same national tech fund, overseeing intelligence acquisition of strategic tech firms. The media rollout followed a precise political timeline. Initial trial balloons appeared on Oct 29. On Nov 6, the very day Democrats secured full control of Congress, Julian Barnes of the New York Times (national security beat) and Demetri Sevastopulo of the Financial Times published coordinated reports, citing intelligence memos while breaking the story of the personal scandal. The real offense was never the affair. It was the 2025 deal Jensen struck with the Trump administration: offering a 25% revenue share to win export approval for H200 chips into China. A normal commercial negotiation, reframed by incoming Democrats as a dangerous compromise on U.S. AI sovereignty. This investigation will not crash Nvidia’s stock — Wall Street holds massive stakes here. But it will deliver three strategic wins for the U.S. establishment: 1. De-founder and de-Sinicize Nvidia: A new permanent national security compliance committee, led by Johnson’s faction, will strip Huang of authority over chip exports and overseas strategy. His dual Chairman-CEO role will be split. 2. Lock down China’s AI ceiling: Washington will seize full command of global advanced computing supply, regulating chip flows to slow China’s AI progress. 3. Retroactively target Trump: Once Democrats take over congressional oversight panels in January 2027, this case will be used to accuse the Trump White House of negligence for approving the H200 export deal. Jensen Huang spent 27 years building this computing empire, believing in rules, technical merit and business contracts. But there is a brutal truth in America’s power game: Top-tier strategic technology and wealth without political cover are nothing more than bargaining chips waiting to be carved up. White elites get generous room for error. Asian pioneers who climb to the very top get almost none. This is not a story about infidelity. It is a raw demonstration of racial hierarchy, capital control and partisan power politics in the United States.

code for review : Prompt : Create a 2D anime short for the web. It must look completely like real Japanese anime, as if it were taken directly from a finished theatrical anime film. This is traditional-looking, hand-drawn 2D anime, not a 3D animation, a moving illustration, or a stylized web graphic. Deliver the final result as a single, self-contained HTML file that plays offline, with a synthesized soundtrack. Use any tools, libraries, references, guides, literally anything etc. Use theatrical mecha and kaiju anime as the art style reference for the design, line work, painted backgrounds, color, and atmosphere. The film is 83 seconds long, in 39 shots. Its characters are a colossal silver archer robot, a fleet of container ships, and a leviathan. No people appear in the film. Use any tools or techniques you want, including 3D, as long as the final result looks 100% like hand-drawn 2D anime. SCENE A blazing sunny day on a coast. A massive armored archer robot, a hundred meters tall, stands in a deep lunge on a headland and draws a bow taller than itself. Close-ups: the hand on the grip, the limb and cable, the foot planted in the surf. Blue energy crawls along the arrow into the chest armor until the arrowhead blazes like crystal. The string snaps forward and a shockwave flattens the sea. The arrow is a harpoon trailing a thin cable. It tears the clouds into two walls above a ship's deck, climbs through the cloud tops, and reaches the edge of space in a blue flash along the planet's limb. Out at sea, container ships cross a colossal shadow. Four humpback whales breach beside a ship, with real arcs and full tail flukes, and dive tail last. From below, shapes move under the bright churning surface. Four whale heads rise from a boiling sea, and a ring of teeth rises around them: they are lures inside a mouth. They drop in and the jaws shut. The leviathan breaches through the fleet in one slow, enormous arc. Its belly slides past the bridge windows. The swell it leaves lifts the ships and stands one on end, spilling containers. Its ridged back and flukes sink into spray fog. High above, the arrow turns over and comes back red-hot through the atmosphere. Below the surface, the leviathan crawls through a luminous canyon on clawed forelimbs and swallows a fleeing whale. A thin streak meets the sea on the horizon and a white plume swells up. The harpoon drives through its back in a blue-white flash, lightning runs along its body, and the barbed tip punches out of its belly into the rock, which bursts apart. The cable stays attached the whole time, rising to the surface. A mountain of water swells from the sea. The dying leviathan erupts, rolls over between the ships and falls, and a wall of water takes the fleet. ANIME QUALITY STANDARD Every frame must look as if it was drawn by professional anime animators and painted by master background artists for a finished theatrical film. Archer: A massive, heavy anime mecha with sculpted overlapping armor plates, panel lines, bolts, markings and a faceted chest reactor that glows blue. Hands really grip the bow and string. The arrow never passes through the armor. Keep it on-model from every angle. Leviathan: Whale-like and colossal, always dwarfing the ships. Rough, dark grey-teal wet hide with barnacles and scars, a pale ribbed throat, a spined back, huge clawed flippers, and a cavernous maw with uneven teeth. A real bending body with weight, never a stiff model hanging on pillars of water. Whales: Real humpback anatomy with tail stock, big notched flukes and long curved flippers rooted in the body. Ships: Detailed container ships with corrugated multicolor containers, lashing bars and a white bridge tower. Line art: Confident, delicate, hand-inked anime line work with subtle variation in thickness and pressure. Coloring: Traditional anime cel coloring with clean color areas, hard-edged cool lavender-blue shadows, crisp highlights, and a bright, high-key, saturated palette. Never gloomy, grey or muddy, even in the darkest moments of the story. Backgrounds: Richly detailed, hand-painted anime backgrounds in a gouache style: towering white cumulus, a cobalt-to-turquoise sea at kilometer scale, a painted coast with a far town, Earth from orbit, a port city from the stratosphere. Underwater: Luminous cyan depth with god rays, a rippling surface seen from below, jagged canyon rock, silt and fish. Bright, not black. Lighting: Summer sun with colorful shadows, and a separate character key light so that nothing sinks into shade. Effects: Bold drawn anime FX on twos and threes. Sharp lightning with a white core, plasma trails, sheets of water pouring off the body, plumes, spray and a wall of water with real mass. Never particle mush or cotton-wool clouds. Animation: Authentic hand-drawn anime timing, with characters on twos, strong key poses, natural holds, and overlapping movement. Huge things move slowly and heavily. Nothing clips, slides or floats. Sound: An original epic score with ominous drones, brass and choir, near silence before the impact, then a colossal hit. Add a recurring whale-song motif, bow creak, charge whine, sonic boom, thunder and the sea, muffled underwater, all timed to the picture. Direction: Cinematic shots, macro close-ups against huge wide shots, thoughtful staging, and pacing that builds from quiet tension to a devastating climax. IT MUST NOT LOOK LIKE - 3D: No plastic materials, CGI shading, visible polygons, game-engine lighting, or computer-perfect perspective. - Blocky "Minecraft" shapes: No plain boxes, empty flat surfaces, or toy-like proportions. Every surface carries design detail. - SVG or vector art: No simple geometric shapes, perfect curves, uniform outlines, flat corporate illustration, or basic gradients. - Web animation: No sliding layers, constant bobbing, floating parts, smooth software easing, or puppet-like joint rotation. - Pasted-on elements: No 2D sprites floating in a 3D scene. - AI art: No warped shapes, melted details, flickering, or changing designs. - Non-anime art: No Western cartoon designs, realistic rendering, soft painterly shading on the characters, or generic digital illustration. - Amateur work: No stiff poses, empty backgrounds, muddy colors, clip art, placeholders, or unfinished details. You are free to change any part of the prompt, if it would result in better results. The result should feel enormous, terrifying and beautiful, a blockbuster in bright anime colors. Before finishing, inspect random frames as still images. If any frame does not look completely like real 2D anime, keep improving it. Do not stop until every frame could pass as a still from a theatrical anime film.

“After posting their first 60-win season in two decades to earn the No. 1 seed in the East, the Pistons saw their season end with a Game 7 home loss to Cleveland in the conference semifinals. Detroit has been on a sharp upward trajectory over the past three seasons — climbing from 14 wins in 2023-24 to 44 in 2024-25 and 60 in 2025-26. Can they keep that momentum going in 2026-27?” @brian_martin highlights what you need to know about the Pistons as they set their sights on another season in pole position.