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i hooked my whoop to my work calendar to find which coworker gives me the most stress 🚨 thanks to fable, I reverse engineered whoop to pull per minute heart rate. nd matched spikes with cal events and attendees I now have a leaderboard and I think about it daily. few info masked for obvious reasons ;)

Elon Musk thinks the entire education system is built on a broken assumption. That every student should learn the same thing. At the same speed. In the same order. At the same time. Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.” The model was designed for a factory economy. Standardized inputs. Predictable outputs. That economy is gone. The assembly line is gone. But the education system still runs on its logic. A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait. Neither is being served. Both are being processed. Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.” AI doesn’t teach a classroom. It teaches a student. One at a time. Every time. It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle. It adjusts in real time. Not at the end of a semester when the damage is already done. A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture. The subject doesn’t change. The entry point does. No teacher with thirty students can do this. Not because they lack skill. Because the math doesn’t work. AI doesn’t have that constraint. Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.” The brain isn’t broken. The format is. Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes. That’s not a discipline problem. That’s a design problem. Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.” Four years. Six figures of debt. And the real value comes from the people sitting next to you. Not the institution charging you. The degree doesn’t certify knowledge. It certifies endurance. Musk: “If the goal is to start a company, I would say no point in finishing college.” The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you. Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace. The question isn’t whether the old model survives. It’s how long we keep forcing students through it while the replacement already exists.

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!

The crew got an upgrade. Four AI agents. One operator. Each on its own machine, each with one job — and now, its own face. → CEO — owns my comms and content end to end. The most firepower on the team. → Outreach — the closer. Knows every vertical, every market. Opens the conversation and lands it. → Operational — my right hand. Email, calendar, the personal things — handled. → Watchdog — the sentinel. Heals the others through failures and outages, wakes me only when it matters. Not chatbots. A team. They read, decide, draft, act — nothing ships without my OK.

Alex Thorn 称，这主要是 Congress gov 对参议院银行委员会此前报告该法案的程序性记录，并不代表新的实质进展或已安排全院表决；General Calendar 编号仅意味着该法案进入参议院可被考虑的法案序列，是否进入院会审议仍取决于参议院多数党领袖安排。

美国数字资产市场结构法案 CLARITY Act 已被列入参议院立法日程，位于 General Orders 项下 Calendar No. 423，意味着该法案已具备进入参议院全体审议的程序条件。该法案此前已在众议院以 294 - 134 票通过，旨在明确数字资产市场结构监管框架及 SEC、CFTC 等机构职责边界。后续仍需通过参议院全体审议和表决等程序。（CoinGape ）

Years ago, Elon Musk sat on a stage and pointed to the largest flying object humanity had ever conceived. And he called it a rowboat. Elon Musk: “The future spacecraft will make this look like a rowboat. The future spaceships will be truly enormous.” He wasn’t describing ambition. He was describing a unit of measurement. The interviewer asked what it could carry. Musk: “This can take a fully loaded 747 with maximum fuel, maximum passengers, maximum cargo… this can take it as cargo.” The 747 took decades and the full weight of Boeing’s engineering empire to perfect. Musk looked at it and saw a suitcase. Not a rival. Not a benchmark. A thing you put inside the real thing. That is not confidence. That is a completely different relationship with scale. Then came the timeline. The interviewer assumed twenty to thirty years. Musk said eight to ten. Nobody blinked. That is what dismissal looks like in real time. Not pushback. Just the quiet assumption that the number isn’t serious. Because the human brain is linear. We project the next decade by copying the last one. Musk was reading a manufacturing curve most people in that room didn’t know existed. The disbelief was not skepticism. It was a biological limitation. We just watched a 232-foot booster fall from space and land between a pair of mechanical arms on its first attempt. The rowboat is being built in real time. Most people misread the gap. It is not between dreamers and doers. Every founder “does.” The gap is between people who set a deadline and people who set a deadline and then wager everything they have that the laws of physics will cooperate with the calendar. Most visionaries paint the picture and wait for the world to catch up. Musk pours the concrete before the permits arrive. For a decade, the timeline was mocked. The physics were questioned. The ambition was called delusional. And step by step, fireball by fireball, the steel got taller. Every generation builds something it considers a miracle. And every generation that follows quietly loads that miracle into its cargo bay and barely notices the weight. That is how civilizations actually move. Not in straight lines. In phase shifts. And the people who trigger them always look insane right up until the moment they don’t. He told us exactly what he was going to build. Then he built it.

There’s now a platform that hires AI agents for you from 273,000 skills and keeps them running 24/7 while you sleep @lobehub just launched something called a Chief Agent Operator. you don’t build agents. you don’t prompt agents. you just say what needs doing, and it finds the right agent, deploys it, and reports back through Slack, Discord, or whatever you already use In 2015, you hired humans on Fiverr for $5/hr. in 2026, AI is hiring AI like it has a budget and a calendar. Currently most agent-powered workflow asks you to open separate agents, repeat context, assign tasks, check progress, move results between apps, and decide when to escalate work. LobeHub has an operator layer that hires agents from a 273K-skill marketplace, schedules them in the cloud 24/7, and sends reports through the IM apps where teams already work. So their "Task" turns an agent into a background worker: you assign the job once, the agent keeps running, shares progress, moves finished work to Pending Review, and updates its work when you leave comments. 50%+ cost savings and cloud 24/7, no self-hosting The way I understand LobeHub: Claude Code, Cursor, and Manus are powerful agents/tools, but LobeHub is the operator layer that decides who does what, when, and how the work comes back to you. 🧵 1.

A guy runs AI ads for local roofers and they pay him $2,000-$5,000 a month each he doesn't film anything. He doesn't hire anyone he opens Facebook's Ad Library and finds ads that have been running for 6+ months - those are the proven winners then he drops them into Higgsfield and has it rebuild the same ad with the client's logo claude writes the script and the ad copy for him in one afternoon he's got 10-15 video ads for a roofing company that never ran a single ad before he launches them on Meta and leads start coming in through a simple form an AI bot texts every lead back in under 2 minutes and books them straight onto the client's calendar the roofer just wakes up to booked appointments. He has no idea AI did all of it some of these clients have paid him the same fee every month for 2 years straight he bills per lead or a flat retainer - either way it's recurring, and the AI does most of the work one skill, a few tools, and small local businesses that have never touched advertising save this, the quietest AI money right now isn't apps - it's running ads nobody knows are AI