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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!

Open source models on top again. Deepnote tested 12 models in 50 professional situations where an agent must independently decide whether and where to speak up. DeepSeek V4.1 Flash scored 6.35 out of 10, surpassing Claude Haiku 5.5 (6.05), Gemini 4 Argon (5.60) and Grok 4.7 (4.51). GPT-6 Astra takes first place with a score of 8.97.

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.

X AI ALGORITHM UPDATE (BIG ONE) 🚨 X updated their open source algorithm yesterday and the biggest number in it is gone: copy link went from 20 to 0 points. Small accounts should focus on: posts people like, reply to and stay on (so stop counting on link copies) tl;dr: - on Nov 13 X's open source code set the score for copying a post's link to 0 - copy link: 20 → 0 - it was the top score in the whole system, 4x a reply - the code also names a "copy link bait" spam check - likes (0.708), replies (5) and DM shares (5) didn't move full details: - The number that's gone Since I started reading X's open source code in August, one number sat at the top: 20, for someone tapping share and copying your post's link. Nothing else came close. As of the Nov 13 release, it's 0. X still guesses who'll copy your link. It just multiplies that guess by 0 now. X didn't explain it. It's just what the code says. (I check the open source algo daily with Claude and share updates with you) - Cross it off your list My own checklist called copy link the biggest number. Last week's post said it too. It was true then. It isn't now. If you saved that list, cross that line out. - The "copy link bait" check X's code now mentions a spam check called "copy link bait". In the code it adds a spam label to the post, and that label already keeps a post out of strangers' feeds. It only shows up in a test, so I can't see if it's running or how strict it is. My read: X saw people baiting link copies, so it turned the score off and built something to catch the bait. That's a read, the code doesn't say why. - Why that matters if you're small If your plan was posts people copy the link to, that plan now earns 0 in X's ranking. A copied link can still bring people in from outside X. It just doesn't push your post up anymore. What still pays: likes at 0.708 (the highest ever), people staying on your post, replies at 5 and back and forth with mutuals at 20. - Also new: photo and video tags If a post has a spam label, people you tag in its photo or video who don't follow you won't get notified. Same idea as last week's rule for replies. - What didn't change Every other score. Your new posts still get their extra push in the first 2 hours and first 200 views, and early likes still pick which one gets it. Here's a recap of what you should be doing: - aim for likes, replies and time spent, the copy link score is gone - a DM share still earns 5, same as a reply or a quote - likes sit at 0.708, never higher - time on your post keeps counting at its best rate yet - 10+ seconds after someone taps in adds 0.385 - write your replies yourself, under big accounts most of all - give people a reason to hang around your profile - in videos the opening seconds carry it, an open alone scores 0 - posts read to the end help X find you strangers - smaller accounts (below 50K) get a shot at a spot near 16 for a fresh original - early likes decide which new post gets that spot - post when your followers are awake, the push lasts 2 hours and 200 views - mutuals going back and forth earn 20, so follow back the regulars - only your originals ever get shown to strangers - like 1 and like 32 each unlock another way to reach strangers - one strong post per feed, your second only counts 62% - clips longer than 10 seconds for the video lists - a post likely to win you a follow gets +4 - give your pinned post a look, it can affect the whole account What you should NOT be doing: - counting on copy link shares, they score 0 now - baiting link copies, the code names a spam check for exactly that - a spam label also stops your photo tags reaching non-followers - AI-written replies under big accounts, "llm slop" is a flag X uses - copy-paste replies, labeled ones skip non-followers' notifications - chasing taps, 0.274 and dropping - drifting off your topic, each probable "not interested" takes 53.07 away - videos people open and leave, the open itself earns 0 - posting at 3am, it wastes the 2 hour push - expecting replies and reposts to reach strangers - an insult label, it hides that post from non-followers - earning a misinfo or low quality label, which adds a warning and locks strangers out of liking or sharing - 3 adult photos or videos among your latest 5 posts, that puts a label on you - forgetting videos get rechecked at 64 and 512 likes - one account label and strangers stop seeing you - pinning a link to a site X rates badly, that can mean a label for a week - posting your own old words again risks the copypasta flag - a low quality link plus tagged strangers reads as spam - bait for engagement, big or small it gets a label - several posts back to back, they split the same feed - hashtag piles, they do nothing - bookmarks for reach, they score 0 - hoping a 3 day old post still lands in For You, it stops at 2 days

🚨 THIS IS WHY BITCOIN KEEPS CRASHING BELOW $67,000 If you still think Bitcoin trades like an asset whose price is determined purely by spot supply and demand, you need to read this carefully. Because that market no longer exists. What you’re watching right now is NOT normal price action. This isn’t just an AI stock sell-off. This isn’t just hotter inflation. And this definitely isn’t retail suddenly deciding to dump Bitcoin at the exact same time. Most people have no idea what is actually happening. And by the time it becomes obvious, the damage is usually already done. This didn’t start today. It has been building underneath Bitcoin for YEARS. And now it’s accelerating. Here’s the truth: Bitcoin still has a hard cap of 21 MILLION coins. But Wall Street can create almost unlimited financial EXPOSURE around those coins. That distinction changes everything. Because once derivatives dominate short-term price discovery... Bitcoin stops trading purely on who wants to own the actual coins. It starts trading on: 1) LEVERAGE. 2) HEDGING. 3) MARGIN. 4) LIQUIDATIONS. 5) FORCED SELLING. And that is exactly what is happening right now. It’s the same mechanism that repeatedly drives violent moves in: → Gold → Silver → Oil → Stocks Once derivatives become large enough, spot buyers are no longer the only force setting the price. And this is the part almost nobody understands: Bitcoin’s scarcity didn’t disappear. But scarcity alone no longer controls the SCREEN PRICE. Wall Street built an entire financial layer on top of Bitcoin: → Cash-settled futures → Perpetual contracts → Options → ETFs → Broker lending → Swaps → Wrapped BTC The 21 million cap controls the COINS. It does NOT cap the amount of leveraged exposure that can be created around them. And once that leverage starts unwinding... The market doesn’t care what the long-term thesis is. It SELLS. Look at what just happened: Over $1.9 BILLION in leveraged crypto positions wiped out in 24 hours. More than $1.1 BILLION liquidated in Bitcoin alone. Spot Bitcoin ETFs have already seen roughly $1.9 BILLION in outflows this month. Once leveraged selling overwhelms real buyers, price stops responding only to long-term demand. It starts responding to positions. Hedging. Margin calls. And cascading liquidations. Wall Street does not need to own millions of physical Bitcoin to push the market around. It only needs enough derivatives exposure and enough leverage sitting in the wrong place. The playbook is brutally simple: 1st: Build enormous leveraged exposur 2nd: Push price through obvious liquidity 3rd: Trigger stops and liquidations 4th: Forced selling pushes price even lower 5th: Buy back into the panic 6th: Repeat THIS is why Bitcoin can lose thousands of dollars while the number of coins on-chain barely changes. The coins didn’t suddenly disappear. The PRICE DISCOVERY mechanism changed. That’s what people are missing. Bitcoin is still scarce. But the financial claims built around Bitcoin are NOT. And when leverage controls the marginal trade... 21 million coins can behave like a market with FAR more supply than 21 million coins. That’s not the Bitcoin market retail thinks it is trading. That’s a WALL STREET PRICING SYSTEM built on top of Bitcoin. You can choose to ignore it. But don’t pretend nobody warned you. Bitcoin is now trading around $66,600, its lowest level since August and roughly 48% below the $126,200 high. If $65k breaks, the next level I’m watching is $62k. Reminder: I called the Bitcoin top at $126,000 and told you to start buying again around $60,000. The next call will matter even more. When I EXIT the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

GODFATHER OF AI ON PBS LAST NIGHT: "HOW CAN I SAY THIS... MAYBE A CORRUPT SENILE FELON IN THE WHITE HOUSE." HE THINKS CHINA'S POLITBURO GETS THE AI RISK BETTER THAN THE US, AND THE TWO WON'T TEAM UP FOR 2 YEARS. On AI, Geoffrey Hinton is someone you can trust. He won the 2024 Nobel Prize in Physics for the research behind today's AI. Last summer he went to Shanghai and talked to one of Xi's protégés at the top of the Communist Party. His words on Firing Line: "I believe the Politburo understands this stuff much better than the U.S. government." Hinton wants Washington and Beijing to work together so superintelligence doesn't take over. Then he explained why that has to wait: "It won't happen while we still have a, how can I say this, maybe a corrupt senile felon in the White House. So it's not going to happen for two years." The host grinned. Do you agree with the Godfather of AI?

🚨BREAKING: Anthropic just dropped free courses to master AI with certificates. No tuition. No waitlist. No BS. Here're 10 courses that will replace a $50K degree👇 1. Anthropic: AI Fundamentals with Claude 2. Anthropic: AI Automation with Claude 3. Anthropic: AI Collaboration with Claude 4. Anthropic: Building with the Claude API 5. Anthropic Model Context Protocol: Advanced Topics 6. Anthropic Teaching AI Fluency 7. Anthropic: Real-World AI for Everyone Specialisation 8. Claude AI for Marketing 9. Claude From Zero 10. Claude Code: Software Engineering with Generative AI Agents Bookmark this right now!!

【炎上】ハロウィンで人生終了したOLさん 服部みなみ　(２４) 備考(1/2) ・営業成績TOPのスーパールーキー ・ハロウィンで複数の男と不適切行為をし、ニュースになる ・また、その様子がネットで拡散されて

First @tedlieu. Now @RepGraceMeng. Both Taiwanese American Democrats. The racial cover isn't even subtle. Rep. Grace Meng calls the @nvidia chip sales a "five alarm fire" and demands full transparency. Fine. Let's start with her. Let voters see how the Washington machine really works. The checks: Three @AnthropicAI employees gave her $17,000 this cycle. The PAC of Americans for Responsible Innovation (@americans4ri) added $2,000. The same donors: Those same three Anthropic employees also funded ARI's PAC—$85,000 in total. One gave Meng $3,000, then nearly $1M to Public First, an AI super PAC network. The same operative: ARI and Public First share a founder: former Democratic congressman Brad Carson (@bradrcarson). Anthropic gave Public First Action $20M, and Dario Amodei (@DarioAmodei) added $1M of his own. The same agenda: Two days after the midterms, ARI led 52 groups urging Democrats to hand out committee chairs based on AI safety positions. The seat and power: With Democrats taking the House, ARI is pushing hard for Grace Meng to chair the Commerce, Justice, Science (CJS) Appropriations subcommittee— the panel that funds the Department of Commerce (@CommerceGov). Commerce runs AI chip export controls and @NIST's AI safety work: Anthropic's top two priorities in Washington. Now she's going after NVIDIA—Anthropic's fiercest rival on export controls—and Commerce, the very agency she'll fund. Same donors. Same operative. Same agenda. Same subcommittee. No law needs to be broken. Interests find power. Power finds interests. That's the five-alarm fire. The real one. Congresswoman, you asked for full transparency. Here it is.