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Former BlackRock fund manager Ed Dowd on the AI bubble "pop" "we're at maximum AI hype right now" "they're [punching] out three IPOs, SpaceX, Anthropic and OpenAI" "a lot of these companies... [are] not going to go away" "[But] OpenAI may go to zero and Anthropic may go to zero, [and] their assets will be bought up for pennies on the dollar" This clip of Dowd (@DowdEdward), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Greg Hunter (@USAWatchdog) posted to Rumble on May 29, 2026. ----------------Partial transcription of clip--------------- "What it means is eventually all this CapEx spending stops because the credit markets and I suspect— we're at maximum AI hype right now because they're trying to punch out three IPOs, SpaceX, Anthropic and OpenAI. And these guys are not making enough money to justify the amount of CapEx they're doing. "The other thing that I think is going to potentially blow up the AI bubble is they don't have enough power to plug in all this CapEx into. "So they're announcing all this CapEx, they're pre-buying equipment and chips but they can't plug it into the power grid. We just don't have enough power to justify all these data center buildouts. The constraining factor is power. "And look, there's a disconnect. I think Wall Street is less focused on the public outrage that's going on that you can see happening all across the country. People are protesting these data centers. College, students are booing commencement speakers that talk about AI. "There seems to be a very, very large anti AI sentiment going on out there which will muck up the works and slow down the data center buildouts politically. "And if you slow down the capex build out, the valuations of all these companies go a lot lower because they rely on you know, exponential growth and when the growth doesn't show up at these valuations they'll pop... "And look a lot of these companies that are doing the AI, Microsoft, Oracle, Google, they're not going to go away. They'll just cut back their CapEx. They won't go bankrupt but their valuations and their earnings will go lower as they write off all these mal investments. So it's not like a lot of companies are going to go bankrupt. I mean, OpenAI may go to zero and Anthropic may go to zero, but their assets will be bought up for pennies on the dollar."

Elon Musk says he underweighted one trait in hiring and learned it the hard way. For decades, talent acquisition built its scorecards on three pillars. Skills. Experience. Cultural fit. Resumes were ranked accordingly. Then the bad hires happened anyway. "Generally, I think it's a good idea to hire for talent and drive and trustworthiness." Talent. Drive. Trustworthiness. The first three felt obvious. The fourth had cost Musk careers. Hires he'd defended. Hires he'd promoted. Hires he eventually fired. Then Musk named the trait most rubrics skipped. "And I think goodness of heart is important. I underweighted that at one point." Musk named the trait: **goodness of heart**. Polished. Predictable. Almost useless without it. Musk, who had interviewed the first few thousand SpaceX hires himself, knew the longest training set. A high-talent, high-drive, trustworthy employee with bad intent could ship more damage to a company over a quarter than a low-output engineer could in a decade, because the same competence that delivered the win also delivered the harm. "Are they a good person? Trustworthy? Smart and talented and hard working?" You can teach domain knowledge. You can teach a process. You cannot teach a person to be kind. Or to mean well when nobody's watching. After Musk made the correction, his hiring filters added a layer most rubrics never named. Goodness of heart became a yes/no gate. Musk, on the four traits that can't be unlearned: "Those fundamental properties, you cannot change." What's the trait you keep meeting in great hires that doesn't show up on any resume? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: — Elon Musk ( @elonmusk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( @dwarkesh_sp ) podcast

I have a little secret just for you...🤫 Say "yes" if you want to see the side of NICOLE that I don't show everyone ✨  This month P@tr0n/tinyasa will have total 4 characters. Just a few days left to get them all~ 
我有个小秘密只想告诉你…🤫 如果想看我平时不轻易示人的 NICOLE 另一面，就大声说“想看”吧 ✨ 
本月 P@tr0n/tinyasa 将会集结 4 位角色。距离全部解锁只剩最后几天喽～ 「あなただけに教えたい秘密があるの…… 🤫 普段は見せない NICOLE の別の顔が見たかったら、『はい』って言ってね ✨ 今月の P@tr0n/tinyasa は合計 4 キャラクターが登場するわよ。全部手に入れられるのはあと数日だけ #zzz# #zzzero# #Zenlesszonezero#

Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast. That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted. This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on. The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round. That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide. The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly. Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative. Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free. The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that. If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation? kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.

I can't believe this just happened lol No shade to the castle, I understand. Their property, their rules. But damn, this is a gala dress, sure it puts some cleavage out, but it's not indecent to the point it's tarnishing the image of the castle 😂😂 Too bad, we just can't show what incredible pics we took!

Thank you all for coming to support and gift me at this Coscon SG! Although the experience wasn’t entirely perfect, I truly had a wonderful time! This is the Soda Nikke cosplay I prepared for this Sunday. It’s such a shame I couldn’t show up looking this beautiful at the event 😭. Once again, thank you for your love, and I’m sure we’ll meet again soon 💚 Love, ZinieQ 🫶