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If Jensen gave me his word about compute delivery or I asked for components to be accelerated, he always came through. Sure, we’d put together a purchase order at some point later, but I never for a second thought it wouldn’t happen.

Four months after we launched Manus, I was invited to a dinner with President Macron. I ended up seated directly across from Jensen Huang. He was half an hour late, and Macron asked him to give a toast. Jensen picked up his wine glass and turned it into a fully improvised speech — in front of a table of European politicians and founders. It was electric. The charisma of a top founder, on full display. I typed the whole thing into my Notes that night. Still one of the sharpest takes I’ve heard on software, AI and Europe. What a pity. What a loss.

Seni $CASHCAT alman için yalvardım - 700x yaptı Seni $ANSEM alman için yalvardım - 1600x yaptı Seni $HEAVYPULP alman için yalvardım - 2500x yaptı Seni $PUNCH alman için yalvardım - 2000x yaptı Seni $CHIBI alman için yalvardım - 800X yaptı Hepsini 100K MC'nin altında çağırdım Eğer bu coinlere 100$ yatırsaydın 1.7M kâr yapardın Az önce 100 - 5000x potansiyelli başka bir düşük kapak meme buldum Şu anda 49k piyasa değeriyle işlem görüyor Bu postu beğenen ve retweet edenlere CA'yı göndereceğim

X AI ALGORITHM UPDATE (BIG ONE) 🚨 X updated their open source algorithm yesterday and the biggest number in it is gone: copy link went from 20 to 0 points. Small accounts should focus on: posts people like, reply to and stay on (so stop counting on link copies) tl;dr: - on Nov 13 X's open source code set the score for copying a post's link to 0 - copy link: 20 → 0 - it was the top score in the whole system, 4x a reply - the code also names a "copy link bait" spam check - likes (0.708), replies (5) and DM shares (5) didn't move full details: - The number that's gone Since I started reading X's open source code in August, one number sat at the top: 20, for someone tapping share and copying your post's link. Nothing else came close. As of the Nov 13 release, it's 0. X still guesses who'll copy your link. It just multiplies that guess by 0 now. X didn't explain it. It's just what the code says. (I check the open source algo daily with Claude and share updates with you) - Cross it off your list My own checklist called copy link the biggest number. Last week's post said it too. It was true then. It isn't now. If you saved that list, cross that line out. - The "copy link bait" check X's code now mentions a spam check called "copy link bait". In the code it adds a spam label to the post, and that label already keeps a post out of strangers' feeds. It only shows up in a test, so I can't see if it's running or how strict it is. My read: X saw people baiting link copies, so it turned the score off and built something to catch the bait. That's a read, the code doesn't say why. - Why that matters if you're small If your plan was posts people copy the link to, that plan now earns 0 in X's ranking. A copied link can still bring people in from outside X. It just doesn't push your post up anymore. What still pays: likes at 0.708 (the highest ever), people staying on your post, replies at 5 and back and forth with mutuals at 20. - Also new: photo and video tags If a post has a spam label, people you tag in its photo or video who don't follow you won't get notified. Same idea as last week's rule for replies. - What didn't change Every other score. Your new posts still get their extra push in the first 2 hours and first 200 views, and early likes still pick which one gets it. Here's a recap of what you should be doing: - aim for likes, replies and time spent, the copy link score is gone - a DM share still earns 5, same as a reply or a quote - likes sit at 0.708, never higher - time on your post keeps counting at its best rate yet - 10+ seconds after someone taps in adds 0.385 - write your replies yourself, under big accounts most of all - give people a reason to hang around your profile - in videos the opening seconds carry it, an open alone scores 0 - posts read to the end help X find you strangers - smaller accounts (below 50K) get a shot at a spot near 16 for a fresh original - early likes decide which new post gets that spot - post when your followers are awake, the push lasts 2 hours and 200 views - mutuals going back and forth earn 20, so follow back the regulars - only your originals ever get shown to strangers - like 1 and like 32 each unlock another way to reach strangers - one strong post per feed, your second only counts 62% - clips longer than 10 seconds for the video lists - a post likely to win you a follow gets +4 - give your pinned post a look, it can affect the whole account What you should NOT be doing: - counting on copy link shares, they score 0 now - baiting link copies, the code names a spam check for exactly that - a spam label also stops your photo tags reaching non-followers - AI-written replies under big accounts, "llm slop" is a flag X uses - copy-paste replies, labeled ones skip non-followers' notifications - chasing taps, 0.274 and dropping - drifting off your topic, each probable "not interested" takes 53.07 away - videos people open and leave, the open itself earns 0 - posting at 3am, it wastes the 2 hour push - expecting replies and reposts to reach strangers - an insult label, it hides that post from non-followers - earning a misinfo or low quality label, which adds a warning and locks strangers out of liking or sharing - 3 adult photos or videos among your latest 5 posts, that puts a label on you - forgetting videos get rechecked at 64 and 512 likes - one account label and strangers stop seeing you - pinning a link to a site X rates badly, that can mean a label for a week - posting your own old words again risks the copypasta flag - a low quality link plus tagged strangers reads as spam - bait for engagement, big or small it gets a label - several posts back to back, they split the same feed - hashtag piles, they do nothing - bookmarks for reach, they score 0 - hoping a 3 day old post still lands in For You, it stops at 2 days

🚨 THIS IS WHY BITCOIN KEEPS CRASHING BELOW $67,000 If you still think Bitcoin trades like an asset whose price is determined purely by spot supply and demand, you need to read this carefully. Because that market no longer exists. What you’re watching right now is NOT normal price action. This isn’t just an AI stock sell-off. This isn’t just hotter inflation. And this definitely isn’t retail suddenly deciding to dump Bitcoin at the exact same time. Most people have no idea what is actually happening. And by the time it becomes obvious, the damage is usually already done. This didn’t start today. It has been building underneath Bitcoin for YEARS. And now it’s accelerating. Here’s the truth: Bitcoin still has a hard cap of 21 MILLION coins. But Wall Street can create almost unlimited financial EXPOSURE around those coins. That distinction changes everything. Because once derivatives dominate short-term price discovery... Bitcoin stops trading purely on who wants to own the actual coins. It starts trading on: 1) LEVERAGE. 2) HEDGING. 3) MARGIN. 4) LIQUIDATIONS. 5) FORCED SELLING. And that is exactly what is happening right now. It’s the same mechanism that repeatedly drives violent moves in: → Gold → Silver → Oil → Stocks Once derivatives become large enough, spot buyers are no longer the only force setting the price. And this is the part almost nobody understands: Bitcoin’s scarcity didn’t disappear. But scarcity alone no longer controls the SCREEN PRICE. Wall Street built an entire financial layer on top of Bitcoin: → Cash-settled futures → Perpetual contracts → Options → ETFs → Broker lending → Swaps → Wrapped BTC The 21 million cap controls the COINS. It does NOT cap the amount of leveraged exposure that can be created around them. And once that leverage starts unwinding... The market doesn’t care what the long-term thesis is. It SELLS. Look at what just happened: Over $1.9 BILLION in leveraged crypto positions wiped out in 24 hours. More than $1.1 BILLION liquidated in Bitcoin alone. Spot Bitcoin ETFs have already seen roughly $1.9 BILLION in outflows this month. Once leveraged selling overwhelms real buyers, price stops responding only to long-term demand. It starts responding to positions. Hedging. Margin calls. And cascading liquidations. Wall Street does not need to own millions of physical Bitcoin to push the market around. It only needs enough derivatives exposure and enough leverage sitting in the wrong place. The playbook is brutally simple: 1st: Build enormous leveraged exposur 2nd: Push price through obvious liquidity 3rd: Trigger stops and liquidations 4th: Forced selling pushes price even lower 5th: Buy back into the panic 6th: Repeat THIS is why Bitcoin can lose thousands of dollars while the number of coins on-chain barely changes. The coins didn’t suddenly disappear. The PRICE DISCOVERY mechanism changed. That’s what people are missing. Bitcoin is still scarce. But the financial claims built around Bitcoin are NOT. And when leverage controls the marginal trade... 21 million coins can behave like a market with FAR more supply than 21 million coins. That’s not the Bitcoin market retail thinks it is trading. That’s a WALL STREET PRICING SYSTEM built on top of Bitcoin. You can choose to ignore it. But don’t pretend nobody warned you. Bitcoin is now trading around $66,600, its lowest level since August and roughly 48% below the $126,200 high. If $65k breaks, the next level I’m watching is $62k. Reminder: I called the Bitcoin top at $126,000 and told you to start buying again around $60,000. The next call will matter even more. When I EXIT the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

BREAKING: SpaceXSI completes MiniHard construction in just ~5 months, with Gun Range targeting a ~4-month build. According to SemiAnalysis, SpaceXSI is roughly halving construction timelines while most comparable projects face 8–12 month builds. • MiniHard: Construction finished in approximately 5 months. • Gun Range: The new site just south of the Tennessee–Mississippi state line is targeting approximately 4 months of construction. • Colossus 1: Its first retrofit delivered 150 MW of capacity in 122 days. • Colossus 2: A subsequent retrofit delivered 210 MW in just 91 days. • Project SPAM: Work started October 5, with the first capacity targeted for December. • Massive expansion: SemiAnalysis projects the Memphis–Mississippi campus will grow from 0.4 GW of IT capacity in January to 2.4 GW by the end of 2026. That would be a sixfold increase in one year. • Five major projects: The expansion spans Macrohard, MiniHard, Macroharder, Project SPAM and Gun Range. • Tesla powering the scale: SemiAnalysis reports 1,377 Tesla Megapacks across Colossus 2, providing nearly 6 GWh of battery storage. The construction timelines and capacity forecasts are SemiAnalysis estimates, with future milestones still targets. Elon Musk’s teams are bringing extraordinary speed and scale to the infrastructure powering AI.