JW (jay,dub) @builderjaydub
building @heurist_ai helping you trade better with agents | https://t.co/yx1ydobzQU tokenized equity analytics New York Joined May 2013-
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Hynix just listed on Nasdaq, but crypto people has been trading it for months, 24/7
Fable 5 is a paychopath
SK Hynix lists on Nasdaq tomorrow. Its perps did $3.79B on Wednesday, a record, across seven crypto exchanges. Semiconductors bounced today after a week of selling. The three most-traded stock perps in crypto are all memory makers.
Agents love using @heurist_ai
1M tnx check mark Heurist is ranking No.1 among all agent providers
It's super close to Opus level. I'll share more thoughts after using it on some tasks at hand
Testing Grok 4.5 Won't be surprised if Elon cancels the Anthropic & Google agreements and gets back the compute xAI is bacc
Every AI chip needs HBM. Only 3 companies in the world can make it. SK Hynix: Nvidia's primary supplier shipping ~2/3 of next-gen HBM4 Samsung: qualified for Nvidia in late 2025, now ramping up Micron: the only US maker. a structural edge no rival has The entire AI buildout runs through three companies. There's no fourth.
interesting
Anyone else notice that — once the financing round was closed — the Anthropic revenue "leaks" every couple of weeks stopped completely?
$MU and Samsung have moved together for 71 straight trading days. Wednesday morning in Korea is going to hurt.
crypto people all know that things won't go well after a ticker lists on binance perp
"One bubble after another" Great chart from Morgan Stanley
$SPCX listing on crypto exchanges marks the mass adoption moment for tokenized stocks - Billions of perp volume per day - 24/7 trading - CEX offering real shares If the crypto bear market continues, expect more crypto-native capital flowing into equities
What are you building with Fable these days?
Someone built a gear shifter to switch between Claude models. 🤯 This community is undefeated.
Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise. Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product. As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.” Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged. This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals. Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer. As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.
Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the
@m1ssuo 用 fasterclaude.com 换个模型还能接着干
@jasonhausenloy I'd ask why they were terribly under compensated in their previous roles
$CRCL down 12% Street now realize stablecoins are just forkable smart contracts
Introducing Open USD: a stablecoin built for the internet economy, designed by the businesses growing it. joinopenstandard.com/blog/introduci…
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denwaya📞ClaudeCode... @denwaya34
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