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— The worst feeling is when you don’t even want to give up on someone, yet they leave you with no choice. Not because you stopped loving them, but because you slowly realize that love cannot survive on hope alone. You keep showing up, keep understanding, keep giving chances, while they keep giving you reasons to question your place in their life.

WEMBY DIRECTING TRAFFIC 👀 Slow down the offense. Call out a set. Fire the jump pass to Harper for 2. The @spurs extended their winning streak to 11 games and improved to 2-0 in West Group C!

“Jensen has been incredibly good at retaining talent. There are very few high-profile departures from the NVIDIA executive team.” “This is probably when the sharks are in the water. The VCs are going to come in and offer people billions of dollars to start their own chip companies, their own neolabs.” “If a year from now we’ve seen a bunch of departures from NVIDIA, I’m going to be really concerned about their future.” “Steve Jobs is a pure visionary, and Jensen is negotiating every supply chain contract.” “If there’s any manufacturing issues with Rubin, people are distracted and Jensen’s not there. Things get solved slower, things get solved by committees.”

Hello guys, tonight I watched a 50 minute podcast with Albert Castellana from GenLayer on The Future of Crypto Compliance, and one minute in it is still stuck in my head. Code is free now, execution is becoming free, so what still has value? According to Albert, it’s judgment. AI already decides what we see on Twitter, whether we get hired, whether we get a loan or insurance, and right now we’re just trusting a few big AI labs with that power Main points: - His previous project lost access to around $150M after keys were lost, and the courts turned out to be too slow and expensive - GenLayer is building a small digital court onchain for decisions that aren’t just yes or no - Five random validators, each with its own AI model, vote on the outcome - Disagree? Appeal, and the validator set doubles each time, up to 1,500 - The first decision takes minutes and costs around 50 cents - It doesn’t replace real courts, it handles small disputes nobody would take to court anyway

MY PAYCHECK WAS SUPPOSED TO BE $4,000. INSTEAD, $50,000 HIT MY BANK ACCOUNT. I reported it to HR the next morning. Twenty minutes later, the CEO walked into the office, locked the door and said something that made my blood run cold. "I was beginning to think nobody here was honest." I've worked for this company for six years. My regular paycheck is $4,000. So when I checked my banking app on payday and saw a $50,000 direct deposit, I knew something was wrong. I didn't spend it. I didn't transfer it. I didn't even tell my coworkers. The next morning, I walked straight into HR. ME: "I think there's been a payroll mistake." HR: "What kind of mistake?" ME: "My paycheck was $50,000." She stopped typing. HR: "How much?" ME: "$50,000. My usual paycheck is $4,000." She stared at me for several seconds. HR: "Have you moved any of it?" ME: "No." HR: "Not even a small amount?" ME: "It's not my money. Why would I touch it?" She slowly closed her laptop. Then she asked a question I wasn't expecting. HR: "Did you receive a notification about the payment?" ME: "Of course. That's how I noticed it." She picked up her phone and made a call. I couldn't hear the person on the other end, but I heard her say: "He's here. And he hasn't touched it." She ended the call. ME: "What's going on?" HR: "How much do you know about the company's payroll system?" ME: "Nothing beyond checking my paycheck." She stood up, walked to the office door and closed it. HR: "Listen. You're not the first person to receive that amount." My stomach tightened. ME: "What do you mean?" She turned her computer towards me. There were eleven employees on a payroll report. Every single one had received a $50,000 payment. ME: "Eleven people?" HR: "Yes. You're the only one who hasn't moved the money." ME: "What happened to the others?" Before she could answer, someone knocked. Two firm knocks. Her face changed. Then a man's voice came from outside. "Open the door. We need to talk about those eleven payments." It was the CEO. 🧵

🚨 SlowMist TI Alert 🚨 After receiving user reports of stolen funds, we looked into @PennysiaLabs. The Settlement contract on Ethereum was exploited through an arbitrary external call, which let the attacker spend users’ leftover token approvals. 🔧 ⚠️ Anyone who ever approved tokens to the Settlement contract should revoke now 👇 0x3aad97e5a91b8e43b7dc830aceb004307678795e Attacker: 0x813a5ab666adeba907548235fbac087642878300 Attack tx:

My husband stopped initiating sex after I turned him down three times in one week. At first, I thought he was finally understanding that I couldn’t always be in the mood whenever he was. Then I noticed he had stopped touching me altogether. No random kisses in the kitchen. No pulling me closer when we watched television. No morning hugs before leaving for work. I actually preferred it that way until one evening I asked why he was behaving like a stranger. He looked at me and said, “I figured you wanted me to stop making advances.” I laughed. “There’s a difference between not wanting sex and not wanting you to touch me.” He nodded slowly. “That’s the part I’m struggling to understand. Because lately, every time I reach for you, I have to calculate whether you’re going to feel loved or pressured.”

AI铁王座空出来了，再聊聊老黄的辞职及影响：1、大家没注意的是老黄昨晚不仅辞掉了CEO、总裁连董事会成员的身份也辞掉，可以说退的干干净净跟英伟达彻底切割了，以后老黄只是英伟达最大的个人股东而已。一方面可能婚外情属实，另一方面也说明老黄应该也是面临了巨大的压力，不然董事会成员也不会辞掉。 2、33年以来英伟达董事会首次任命了一位董事会主席，这是跟老黄裸辞一样重要的信息，就是英伟达董事会改组。从“首席独立董事”机制改成正式董事长制，董事会的控制权也在进一步收拢。 英伟达董事会首任主席HarveyC.Jones（哈维·琼斯），1993年加入董事会，前 电子设计自动化巨头新思科技（Synopsys）的CEO和执行董事长，也是投资机构SquareWaveVentures的管理合伙人。 3、对产业的影响可能更深远 如开头所说AI铁王座空下来了，产业教主倒下了，现在看还没人能顶的上去 ：要么产业身位不够、要么资历和影响力也不够。 1）对英伟达来说，短期算是利空落地。如昨晚老黄辞职消息出来前聊到，“如果老黄离任最终消息出来，短线可以博一个大反弹毕竟核心竞争力没那么快就没了，但长期就得边走边看、看实际经营状况，看接任者是不是能真的撑得住”。老黄辞职的消息出来、昨天英伟达也确实低开高走； 2）老黄辞职，英伟达少了一个有远见、有决断力和魄力的掌舵人和领航人，需要特别注意老黄在任时几十名高管都直接向他汇报，那说明英伟达得高管没有谁能有他这样的全局视野、现在看未来是会受限的。 老黄还主导一批用英伟达的信用给数据中心建设兜底的项目，例如之前给OpenAI的合作，同时几家新云厂商特别是CRWV也都是老黄扶持起来的；影响自然也不小。 3）但有受损的就有受益的 老黄离开、英伟达的竞争对手不得笑开怀。AMD、谷歌的TPU、亚马逊的Trainium估计都看到了进一步追赶的可能性。为谷歌和亚马逊自研芯片的核心供应商博通和MRVL又能分到更多的蛋糕了。 4）对整个产业链来说 教主走了，扛大旗没有了，凭老黄一己之力扶持起来的算力产业链可能要放缓，但产业趋势已经形成，最多只是延缓并并不是停滞。 这两天在思考一个点，“slower for longer”的节奏可能更好，不需要动不动就高歌猛进、时不我待的。节奏稍稍降下来、会走的更稳更远。 4、而对整个市场来说 还是维持一周前 会到前面说的“slower for longer” ，过去几年的大干快干让硬件层分走了绝大部分利润，而慢下来，就是在模型层/应用层/平台层/硬件层之间做利润的重分配，资金的投入方喘口气，甚至于硬件层也不是通杀，流动性恐慌后，最终会回到不同环节的供需紧张程度出现定价分化。