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I inquired about being the P.E. teacher at my daughter’s middle school, they said they’ll be in touch within a week. This would be huge for my portfolio. 🙏🏾
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I just landed in Shanghai 🇨🇳 I’ve had the best shrimp wontons ( 鲜虾馄饨) and I can’t believe how quiet the streets are. There are people everywhere but EV adoption is huge, so it’s like a giant beast moving silently. My hotel room AC goes down to 18 (real) degree and Chinese people are super kind and helpful.
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The SpaceX mug with Mars on it which terraforms green when hot water is added has been a huge hit in my crowd
Someone made a Mole review and it genuinely made my day. Andy Hutchinson over at Mostly Mac ran the open-source CLI on his M2, cleared ~13GB, and after six months of daily use called it "no subscription, no bloat, no drama." That means a lot for something I started as a weekend shell script. Huge thanks, Andy. If you make Mac content and want to feature Mole, I'd love to help, reach out and I can set you up with license keys to give away to your audience.
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Grok Imagine Video 1.5 is now the #2# Image-to-Video AI model. Another huge milestone for xAI as Grok continues to climb the rankings.
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THANK YOU, JESUS. Movement 2026 was beyond anything we could ask or even imagine. Amazed at what God did and how He did it. Huge thank you to everyone who served. We will never be the same. UNTIL NEXT TIME! ⚡️
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Big news: MiniMax-H3 by @MiniMax_AI is now the #1# open model in Video Arena: across both Text-to-Video and Image-to-Video. This is +280pts over the next best open model, hunyuan-video-1.5, and a huge improvement from Hailuo-2.3 at #27# (1199 pts) and Hailuo-02-pro at #28# (1197 pts). In Image-to-Video specifically, it scored 1476 pts, just 2 pts away from Dreamina Seedance-2.0 (1478), making it tied for#1# overall! Learn more about how MiniMax-H3 performed in Text-to-Video Arena in thread.
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Big news: Qwen3.8-Max by @Alibaba_Qwen just landed at #4# on the Frontend Code Arena leaderboard with a score of 1,668! With 1,668 points, Qwen3.8-Max is trailing only Claude Opus 5 (Max) with 1,705 pts and Kimi K3 (Max) with 1,676 pts, on par with Claude Opus 5 (High) with 1669 pts. It also ranks high across all domains: #2# in Consumer Product #3# in Brand & Marketing, Reference-based design, Gaming, and Content Creation Tools #4# in Data & Analytics #5# Simulations Dig into the thread for more details and to see how it also performs on real-world tasks in the Text Arena. Congrats to @Alibaba_Qwen on this huge release!
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Grok Build keeps getting smarter.....this update expands Auto mode, gives developers more control over Bash permissions, speeds up /btw, and makes long conversations easier to navigate Release Notes: v0.2.119 Features: • Always allow for bash commands now lets you edit a free-form glob pattern instead of only word-prefix scopes. • Long responses now show a clickable arrow that jumps back to the start of the answer. • Auto mode now auto-approves more common read-only git commands and harmless file appends. • Plan previews now show Mermaid diagram buttons (Open Image, Copy Image Path, Copy Source). Bug Fixes: • Gateway connections now detect and recover from dead sockets more reliably. • Question cards now let you Tab through answers instead of losing focus to the scrollback. • Resume picker no longer tries to load a session from pasted garbage when you press Enter. • Background task completion messages no longer grow unbounded when the task produced a huge log. • Plan viewer scrollbar now responds to clicks on the border column and renders without dark stripes in • Expired external auth provider credentials now correctly trigger the interactive sign-in flow instead of a silent 401 loop. Performance: • /btw side questions now reuse the parent session’s cached prefix for faster responses. • Doctor and tmux-backed startup are now faster when no live tmux processes remain.
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Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!
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