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Been heads down on my own AI startup this year so I haven’t taken a single paid promo. Scroll my TL if you don’t believe it. I don’t live off this. Started aping memes recently just to test my team’s unreleased on chain signal. Now people keep calling it insider. I get it maybe y’all think I’m too pretty to actually have any skill. Grateful as hell to my team for the fire strategies though. Don’t want to move bags. Don’t even like posting alpha. Definitely not dropping analysis. AI can already distill that mid slop for you. From now on I’m just posting selfies. Be grateful a pretty girl is even on your TL.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The U.S. reportedly offered Iran a deal to halt the siege and lift sanctions in exchange for reopening the Strait of Hormuz and ending proxy attacks, according to Al Arabiya. Axios also reports that Rubio told several foreign counterparts the U.S. does not plan new strikes on Iran for now, with pressure shifting toward the naval blockade and new sanctions campaign instead. Crude Oil fell 4% and the 10-year treasury bond fell from 4.72% to 4.62%. 2. Global physical gold-backed ETFs $GLD attracted $6.4B of inflows last week, their largest weekly intake since January and the 3rd-largest weekly inflow on record. North America led with $4.4B, followed by Europe at $1.7B and Asia at $300M. This marked the 7th straight week of inflows, with global gold ETFs pulling in $16.4B over that stretch. Total AUM in global gold ETFs rose by $33B last week to $615B, the highest level since the second week of May. 3. Intuit $INTU reported Q4’26 revenue of $4.4B, beating estimates of $4.27B and up 14% YoY. Adjusted EPS came in at $4.03 versus $3.58 expected. Global Business Solutions revenue rose 14% YoY to $3.4B, the Online Ecosystem grew 17% YoY to $2.6B, Consumer revenue increased 14% YoY to $930M, and Credit Karma revenue rose 16% YoY to $743M. For FY27, Intuit guided revenue to $23.3B–$23.5B versus $23.72B expected, while adjusted EPS guidance of $22.88–$23.12 came in well below the $27.32 estimate. The company also raised its dividend 15% YoY to $1.38/share, bought back $5.5B of stock, and has $7.9B remaining on its authorization. Management said its strategy is to win as an AI-driven expert platform while staying disciplined on investments and scaling its big bets. 4. President Trump said the U.S. Navy has removed and/or detonated all mines from international waters in the Strait of Hormuz. He said Iran has been notified that any ship or boat placing new mines will be “immediately and systematically destroyed.” Trump added that Space Force is monitoring every square inch of the Strait, along with Pickaxe Mountain and the three previously destroyed nuclear sites, and said a “Zero Tolerance” policy on mine placement is now in full effect. 5. Canada is responding to U.S. tariffs with new tariffs of its own. The country is raising steel tariffs to 50% from 25%, while roughly 700 products will face new tariff rates of 15%, 25%, and 50%. The measures are set to take effect on September 8, marking another escalation in the U.S.–Canada trade dispute. 6. Anthropic is expected to tell IPO investors its total addressable market exceeds $30T, topping SpaceX’s $28.5T estimate, according to WSJ. The figure represents the potential value of work Anthropic believes AI models could eventually perform, not a direct revenue forecast. Anthropic generated $11.6B in Q2 revenue and could seek to raise as much as $100B at roughly a $2T valuation. IPO documents are expected within weeks, potentially setting up a September or early October listing. 7. OpenAI’s data-center head Chris Malone left the company last week, according to WSJ. Malone joined in March 2025 shortly after Stargate was announced and played a key role overseeing OpenAI’s massive data-center buildout. He previously led data-center strategy at Meta and earlier worked on data-center technology at Google. The departure comes just weeks after OpenAI also replaced its chief revenue officer, adding another senior leadership change as the company races to scale infrastructure, revenue, and compute capacity. 8. ClickHouse has surpassed $350M in annual recurring revenue, up 40% since May, as AI agents drive demand for database and observability infrastructure. OpenAI’s usage has reportedly grown roughly 10x over the past year to more than 30 petabytes of data per day, or around 30T events daily. OpenAI has also shifted parts of its log-management workload from Datadog to ClickHouse over the past year. ClickHouse was valued at $15B in January and says gross margins currently range from 50%–70%. Earlier this year, the company acquired Langfuse to expand deeper into monitoring AI applications and agents. Nebius $NBIS owned a 28% stake in ClickHouse as of May 2025, though that stake has likely been diluted by subsequent fundraising. 9. JPMorgan reiterated its Overweight rating on SpaceX $SPCX with a $240 price target, saying the company’s AI ambitions are coming into sharper focus and that it is increasingly positive on Grok. The firm highlighted SpaceX’s completed acquisition of Cursor on 8/14 as an important step in building enterprise AI capabilities. Cursor brings roughly $4B of ARR as of June 2026, with about 75% coming from businesses, which JPMorgan says should help streamline go-to-market and provide valuable model-training data. The firm also said Cursor data is already showing up in Grok’s supplemental training, with tangible improvements in recent model performance. 10. OpenAI says its new Broadcom-built Jalapeno AI chip outperformed Nvidia $NVDA GB300 in both throughput per watt and response latency during internal testing, according to Bloomberg. The chip is built specifically for inference, not training, and runs at roughly 700 watts. OpenAI plans to begin deploying Jalapeno for its models later this year, saying the performance gap widened on larger workloads, including Moonshot’s Kimi model, and that the chip has also performed well on unreleased OpenAI models. The key caveat is that Jalapeno was tested against GB300, not Nvidia’s newer Vera Rubin generation. OpenAI says a second-generation chip is already nearing tape-out, while work on a third generation has begun. 11. The top 10 most active options today by contracts traded were $NVDA with 1.8M contracts, $TSLA with 1.8M contracts, $AAPL with 636K contracts, $SPCX with 548K contracts, $INTC with 540K contracts, $AMZN with 498K contracts, $MU with 483K contracts, $AMD with 403K contracts, $PLTR with 361K contracts, and $SOFI with 359K contracts. 12. Raymond James raised its Nvidia $NVDA price target to $352 from $330 and reiterated a Strong Buy rating. The firm says Nvidia’s CPU opportunity is becoming more important, especially for agentic AI workloads, even though CPUs are only about 3% of sales today. Raymond James expects CPU revenue to reach roughly 5% of total revenue by CY28 and believes Nvidia could potentially become the world leader in CPU revenue within several years. The firm also argued the stock remains inexpensive, trading at less than 15x CY27 GAAP earnings, below the S&P 500 at 18.6x, despite sales and net income growth still expected to exceed 20% in CY28. Its new $352 target is based on a 22x multiple on CY28 estimates, which Raymond James views as conservative given Nvidia’s leadership, CUDA moat, GPU performance, free cash flow, and history of trading at much higher multiples. WALL STREET IS THE GREATEST SHOW ON EARTH.

Sholto, thank you for setting the record straight. Larger issue is that multiple very serious people in Silicon Valley have heard some variation of this and believe it to be true. And the reason it is believable to so many is that it is consistent with Dario’s public messaging and what he outlined in the essay you shared: this technology *might* be dangerous for humans in multiple ways, could lead to extreme concentration of economic power (as outlined in the essay) and therefore needs to be regulated thoughtfully. I agree with the potential risks and I believe Dario makes all of these arguments in good faith. 
As discussed on the pod, if one agrees that AI *might* be dangerous, there are two ways to address this potential risk. Either concentrate it in the hands of a chosen few companies and politicians via regulation or distribute it widely. Essentially boils down to whether one believes AI is too dangerous to concentrate or too dangerous to distribute. There are reasonable arguments on both sides, but I profoundly agree with Zuckerberg’s statement that: “The notion that AI is so dangerous that the only safe path is an extreme concentration of power seems inherently problematic. Historically, hoping that an absolute power will benevolently provide for humanity if sufficiently enlightened has not led to safe or positive outcomes.” And as Dario says in the aforementioned essay, “some may object that we can simply keep AIs in check with a balance of power between many AI systems, as we do with humans.” I believe this is the best path forward: I want as many AIs as possible to maximize the odds that one shares my own particular values. And as Dario notes, no human has ever been able to take over the world. At this point, I think safe to say that Dario has lost the argument. His messaging has failed to result in his preferred regulatory path. The fact that the only solution to the recent incident where an unreleased advanced OpenAI model hacked Hugging Face was an open-source model likely ended any chance of strict near-term regulation. Essentially every major company other than Anthropic has signed Jensen’s letter. However, Dario’s messaging has been massively helpful to efforts to ban datacenters here in America. I suspect we will see anti-datacenter advocacy groups runnings ads using clips of Dario warning about how dangerous AI could be for humans. His good faith efforts in favor of regulation are now increasing the odds that AI will not be beneficial for Americans and humans everywhere. I believe that there is a reasonable chance AI might help us cure most forms of disease such that we have extended lifespans and can enjoy these long lives in an abundant Star Trek like future. That is the future that I want and I think Dario is decreasing the odds of that future at this point. He is about to be the CEO of one of the most important public companies in the world and given that the pro-regulatory effort has failed (at least for now), I respectfully think he should make an effort to be a more positive advocate for his own industry. And if I am wrong and we do need to regulate this technology, he will be a more effective advocate for this in the future having been open-minded to the alternative. And for the sake of clarity and as I outlined on the pod, I think Anthropic has deep competitive advantages and is an amazing company. Ironically, the main risk I saw to Anthropic a few months ago was nationalization as a result of Dario’s own rhetoric and behavior.

The 25th Anniversary edition of All Killer No Filler is available for pre-order at the link in our bio. Both versions include five previously unreleased live tracks, and the LP features a glow-in-the-dark cover. Hope you all love it. 🤘🏼

𝗕𝗜𝗚: 𝗔𝗽𝗽𝗹𝗲 𝗶𝗣𝗵𝗼𝗻𝗲 𝟭𝟴 𝗣𝗿𝗼 𝘀𝗲𝗰𝗿𝗲𝘁𝘀 𝗵𝗮𝘃𝗲 𝗹𝗲𝗮𝗸𝗲𝗱 -- 𝗧𝗮𝘁𝗮 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀 𝗹𝗲𝗮𝗸 𝗵𝗮𝘀 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲'𝘀 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗽𝗵𝗼𝗻𝗲 𝘄𝗵𝗶𝗰𝗵 𝗺𝗮𝗽 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗻𝗮𝗺𝗲𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗮𝗿𝘁𝘀 𝘁𝗵𝗲𝘆 𝗺𝗮𝗸𝗲 - 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗲𝗱 𝘁𝗼𝗽 𝘀𝗲𝗰𝗿𝗲𝘁.... We've been reporting for days now on the Tata Electronics leak of more than 200,000 files on the dark web by World Leaks. It has files with purported component design papers of older Apple iPhones and some parts of Tesla - both Tata clients. They also included documents of TSMC and ⁠Qualcomm, both of which make parts used in iPhones. Now, Reuters reports sensitive lists of components and suppliers, and photographs of Apple's unreleased iPhone 18 Pro, are sitting on the dark web. At least six files that map hundreds of iPhone 18 Pro parts to the exact companies that make them -- the chips on the main board, the battery, the cameras. Apple does not disclose this supplier-to-part mapping in its public database. It guards it precisely because it reveals the two things every manufacturer wants hidden: where it has leverage, and where it is vulnerable. Apple is quite concerned about this, a source told us. With @MunsifV, @StephenNellis, @kenli729 The leak comes at a difficult time for Apple. It just raised iPad and MacBook prices on soaring memory costs, with iPhone increases expected to follow. Read details in the story, here

YouTuber Harisson Nevel got a call from Adidas asking him to return the contents of a storage unit he purchased for $2,000 from a former Adidas employee after discovering over $125,000 worth of products inside, including unreleased items 😳📦💰👀

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‼️🚨 BREAKING: Cloudflare's CISO just published what Anthropic's unreleased Mythos did against more than 50 of their own production repos. According to him, Mythos is too powerful and must "include additional safeguards" before releasing to the public. Turns out the model can chain multiple low-severity bugs into a single severe exploit with a working PoC, where previous frontier models would stop at "interesting bug, unclear if exploitable." At triage time, that means fewer hedged findings and less time spent asking "is this even real?" A finding that arrives with a PoC is a finding you can act on. Cloudflare is also explicit about the safety side. The Mythos Preview build provided for Project Glasswing did not include the safeguards present in generally available models like Opus 4.7 or GPT-5.5. The model's organic refusals are real, but Cloudflare states they are not consistent enough to serve as a complete safety boundary on their own, and that any cyber frontier model made generally available in the future must ship with additional safeguards on top of that baseline. Interesting detail: Cloudflare was not on the original Project Glasswing launch partner list with Apple, AWS, Google, Microsoft, CrowdStrike, and others. Instead they got invited later on.