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Mark Zuckerberg is laying out a sweeping vision for AI: a personal superintelligence available 24/7 to everyone. Zuckerberg says these AI agents could eventually help people across nearly every part of life, including work, learning, relationships, and mental health, as Meta releases its new open-weight "Muse Glimmer" model and pushes to make advanced AI more widely accessible. At the same time, Meta is investing in the people and communities behind that future, including America’s Workforce Academy and a $1 billion community fund tied to its growing data-center footprint. His message is simple: "The future is for everyone."

China’s robotics startups are starting to invest in other companies while they’re still only at the Series A stage themselves. And another pattern is starting to appear: companies that were invested in are now turning around and investing in others. AgiBot → PsiBot → Mifeng Technology → KONVERY 29 embodied AI companies have already made 125 external investment deals. I think this says a lot about how fast the sector is moving in China: Companies don’t want to wait years to build every capability in-house. They’re using capital to lock in technologies, teams, and supply-chain positions early.

Today, we’re launching Original Content Rewards. The reality is that Revenue Sharing had reached a point where its incentives were misaligned. Creators should be focused on bringing net new content to the platform instead of maximizing payouts. We could have kept adding more rules and exceptions, but ultimately the better decision was to start fresh and build a program designed from day one to reward originality. Original Content Rewards is the result. This program is built around a simple idea: reward the creators who bring original ideas, expertise, creativity, and unique perspectives to 𝕏 -- not those who have become best at gaming the system. This is just the beginning. We’ll continue refining the program, improving our models, and raising the bar over time. But we’re so excited to keep investing in the creators who inform us, entertain us, make us laugh, teach us something new, and drive meaningful conversations on 𝕏 every day. To everyone who creates original content on 𝕏 and makes this a better platform every day: thank you. We’re excited to keep building for you.

BREAKING: Billionaire Whitey Basson says Elon Musk’s Starlink must launch in South Africa. 🇿🇦 He said that keeping @Starlink out of South Africa is discouraging businesspeople from investing in rural areas where there is no working communications infrastructure.

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!

30% of Gen Z began investing during early adulthood. Gen Z is also the largest user cohort trading Direct Stocks, bStocks, and TradFi-Perps on Binance, contributing an aggregate US$80B in trading volume across these products. Learn more 🔽

Is the world relying too much on tech made in the US? Writer and curator Bruno Giussani explores why using American-made digital products is becoming risky for Europeans — and the importance of investing locally:

Gen Z is changing the starting line for investing. 🏃‍♂️ Three in ten begin during university or early adulthood. The next era of wealth creation starts earlier than ever before.

Research U.S. Stock Options with Driven Last week, a well-known investing creator on X tried Driven and asked us to add U.S. options data. We shipped it in Monday’s release. You can now use Driven to access complete, real-time options chains for U.S. stocks and ETFs, including Call and Put volume, open interest, implied volatility, and all the other data you need to trade options. Whether you’re analyzing spreads, volatility, or individual contracts, Driven gives you in-depth, accurate insights, all without switching between multiple tools. If you trade options, give it a try: