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Today we’re releasing Personal Agent Protocol (Poppy) v1.0. It’s on for everyone who uses Muse, @Meta's AI agent, enabled for every merchant on @Shopify, and backed by more than 100 design partners.

BREAKING: SpaceX says Boca Chica Beach will remain public, outlining major efforts to protect and restore it. • More than 50 tons of trash have been removed through weekly beach cleanups with the City of Starbase. • It has offered to invest tens of millions of dollars to fight beach erosion, restore the shoreline and preserve public access. • Its work with conservation partners has contributed to record sea turtle rescue efforts. • The proposed purchase covers approximately 1,200 acres surrounding the launch facility. Boca Chica Beach and the Texas coastline are excluded. • Around 600 acres would be permanently protected from development to preserve sensitive coastal habitat. • Proceeds from the proposed sale would help Texas invest in new parks and recreation in the Rio Grande Valley. • SpaceX is working with state agencies to improve safety around the launch facility while maintaining public beach access.

We are deeply sorry for the disruption this incident has caused our customers and partners. We know the trust they place in our services and take that responsibility extremely seriously. We are seeing broad recovery and stability across our services. This was a technical issue not related to cyber or AI / agents. The incident was introduced by an issue during an earlier network capacity upgrade that surfaced following a recent network change. We have addressed the underlying issue and continue to restore service to remaining customers and regions. Given the scale of demand, we restored services gradually, validating stability at each stage. While this took longer, it helped ensure a stable restoration. We will provide a full post-incident report once our review is complete.

BREAKING: Starlink is bringing fast internet to rural communities in Timor-Leste. 🇹🇱 In Suco Aubeon, residents and community leaders now have @Starlink through VorakaiConnect, helping: • Families stay connected. • Residents access news and information. • Community leaders carry out local administration. Across the country, the Government’s partnership with Vorakai covers 450 village headquarters, using Starlink to connect local offices to digital government systems while fiber networks expand.

48 hours after launching 1.0, Modern Web Guidance is the #1# trending repo on GitHub 📈 Thank you to the thousands of web developers, and our partners across Firefox, MDN, Edge, and community contributors, who are helping move AI coding agents onto modern, accessible, Baseline-supported web primitives. If you haven't tried 1.0 on your codebase yet: Install the agent skills: 'npx modern-web-guidance@latest install' Audit an existing codebase: 'npx modern-web-guidance@latest legacy-scan .' Check out the repo on Github →

We’ve partnered with Fanatics Studios, the joint venture between @Fanatics and @OBB, for a multiyear collaboration that will bring Fanatics Studios’ creative and event production capabilities to NBA All-Star, including in-arena events, competitions and original content, starting with NBA All-Star 2027 in Phoenix.

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

Introducing intelligent eyewear, built in partnership with Samsung and our iconic eyewear brands, Gentle Monster and Warby Parker. Now available for pre-order. Learn more at

As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster. Many have documented on X and elsewhere how this looks like a coordinated coup. I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA. It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell. Look at what Jensen pushed back on: - regulations that would make open source model training too expensive - regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it" - regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them." The other side will do everything they can to get him fired. As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage? Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.

For all of the large shareholders and partners calling me to say that Nvidia’s board should wait for the results of the investigation before ousting Jensen: I agree. So don’t call me, call people who can impact the decision.