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I used Grok 4.6 to build a 2D agent simulation of The Office. Here are notes and observations on 4.6: It is a huge step up from 4.5 - both in the quality of visual outputs and in the breadth of work: personality, features, and finding usable assets for this project. The editorial content and writing were good - I like the "feel" of this model. One of the biggest wins for 4.6 is speed. The throughput (~80 tok/s) and latency are so good that it feels Composer-adjacent - something @ericzakariasson called out in his writeup. That speed + cost + performance makes for a true "workhorse" model that's practical for both personal and work use. My goal was to simulate The Office through "agents" that behaved like the characters - including all of the neuroticism and idiosyncrasies that made the show so funny. I knew what I wanted artistically - I've built similar 2D apps with pixel art. I asked Grok 4.6 to research psychological modeling, pull character descriptions, find references for the cast, and assemble 2D sprites with the Universal LPC sprite sheet generator and some RPG tilesets I grabbed online. I rattled a brief into the @cursor_ai mobile app late one night at the Cursor office and woke up to an MVP. Then I spent a day or so spamming cloud agents until the simulation worked how I liked. The cool part is that Grok did the simulation, art, and research on its own: - Every couple of minutes, each person scores a few possible actions and picks one. They pathfind around desks, work, grab coffee, talk at the cooler, hide in the annex, or end up in a meeting. - Click someone and you can inspect traits, needs, mood, relationships, and whatever they're doing right now. You can also speed time up, force Michael to call a meeting, or roll a random office event. - Each character has Big Five scores that bias what they tend to do. Needs like work, social, caffeine, status, and comfort rise over time and fall when they do something about them. - Grok reconstructed the layout from Dunderpedia (Office Wiki) and online sources - Michael's office and the conference room on the north glass, Pam at reception, sales and accounting in the bullpen, the annex to the east, restrooms and the warehouse down the stairs. - Grok helped me find a few sprite sheet packs to implement. I was surprised at how accurate some of the character sprites were - from hair color to clothing. The combination of a performant model, cloud workspaces, and high throughput made for a really fun devex - the amazing folks at @cursor_ai and @SpaceXAI make my job easier everyday. A huge shout-out to @_Brian_Zhang, whose Notion hackathon project inspired this exploration.

12个财报过后，继续前行 充实的一周，12个财报过后，MNVT继续前行。 财报精选: RDW - 26'Q2 财报$117M (+89% YoY) & 毛利率27.8%，都有不错的增长，并且维持了全年指引。这是它家最近几个财报里最稳健的一次。 WIX - 26'Q2 财报稳健 - 营收$563.1M (+15%YoY)超过预期。公司表示Base44增长强劲，得益于开源大语言模型，Base44将可以在今年下半年达到60%毛利率。考虑到估值依旧很便宜，若继续保持这样的执行，会有很大潜力。 PGY - 26'Q2 财报出色，营收$387M(+18.6% YoY)超过预期，EPS $1.07大幅超过预期，并提高全年指引。目前的估值已被市场按到地板摩擦，EV/Sales不到1，而今年指引的营收增长至少有10%。如果PGY可以继续保持这样的执行，上限会很高。 LCID - 26'Q2 营收$405.3M (+56% YoY) 但是依旧亏损严重。新任CEO宣布运营重组，预计在2026年将会节省$1.4B的现金流。LCID是MNVT持仓里最投机的。若新任CEO成功解决巨额亏损的问题，LCID将会有很高的上限。否则会有破产风险。 宏观层面，treasury yields依旧在高位，伊朗战争有一些positive progress。小猪哥认为small caps依旧处于被低估的领域。 祝大家周末愉快 Peace

What does 1 hour of IT downtime really cost your business? It’s more than lost sales. Add idle wages, missed opportunities, recovery costs, and lost trust. We created a calculator to help you find your number. 🧮 👉 Try it. Takes 60 seconds.

SpaceX is SIGNIFICANTLY undervalued if you believe Elon and the team can execute on what they just laid out. At today’s ~$1.51T market cap, SpaceX trades at roughly 48-66x sales. Is it expensive based on today’s numbers? Sure. But look at what happens if the SpaceX team hits the targets shared on the Q2 earnings call: • $100B ARR by the end of 2026 → ~15x Price/Sales • $1 Trillion in annual revenue by 2030 → ~1.5x Price/Sales And fyi, that $1T target was pulled forward from 2031, with Elon saying there’s even a non-zero chance of reaching it in 2029. You see, SpaceX doesn’t need to stay at a 50x+ sales multiple for today’s valuation to eventually look cheap. If revenue grows ANYWHERE close to management’s roadmap, the denominator catches up super fast and the valuation multiple collapses. At the same $1.51T market cap, you go from ~48-66x sales today to ~15x at $100B ARR, and eventually just ~1.5x at $1T in revenue. So investment thesis is actually pretty simple… Either 1/ management’s targets are wildly wrong… or 2/ SpaceX at $1.51T is still pricing in far less of the future than people realize. I’m putting $ where my mouth is that the latter is the case.

Microsoft just disclosed for the first time taht OpenAI supplied ~70% of Microsoft's AI revenue, per new filings. based on projected growth and previous disclosures that relate to revenue derived from OpenAI. Most of the $24.1B is OpenAI's cloud bill for the Microsoft data centers that train and serve ChatGPT, topped up by model-development costs and a share of OpenAI's own sales, all booked together as revenue by the Microsoft that has also funded $11.9B into OpenAI.

🚨 NO CLIENTS? 6 MONTHS BUILDING, STILL $0 REVENUE. THE PROBLEM WAS NEVER THE PRODUCT — IT WAS SALES. DROP YOUR LINK: THIS AI FINDS YOUR BUYERS, WRITES THE EMAILS, BOOKS THE CALLS. $30 FREE CREDITS, ONLY 9 LEFT — GONE TONIGHT 👇

We posted our second quarter 2026 financial and operational results → Q2 highlights: - Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI - Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability - Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales - Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity - Released our most powerful AI model yet with Grok 4.5 in July - Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government - Awarded over $6 billion in multi-year U.S. government contracts for Starshield As compared to the same quarter last year: - Revenues of $7.8 billion, up 92% from $4.1 billion - Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion - Adjusted EBITDA of $3.5 billion, up 191% from $1.2 billion Thank you to the SpaceX team, and all our customers and investors for a great quarter!

We posted our second quarter 2026 financial and operational results → Q2 highlights: · Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI · Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability · Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales · Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity · Released our most powerful AI model yet with Grok 4.5 in July · Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government · Awarded over $6 billion in multi-year U.S. government contracts for Starshield As compared to the same quarter last year: · Revenues of $7.81 billion, up 91.9% from $4.07 billion · Net loss of $541 million, an improvement of $467 million from net loss of $1.01 billion · Adjusted EBITDA of $3.54 billion, up 191% from $1.21 billion Thank you to the SpaceX team, and all our customers and investors for a great quarter!

Agent-pilled sales teams are building custom landing pages + demo videos for every buyer in their outbound campaigns Response rates are in a different league This agent runs 24/7 in a loop: >finds prospects with real buying signals in @useapolloio >builds a custom page for each of them >embeds a custom demo video rendered with @HyperFrames_ Get this agent, Signal, on Hyperagent Marketplace: