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$LIQUID-AI · Liquid AI's efficient non-transformer architecture wins Mercedes on-prem automotive deployment
now playing · $LIQUID-AI
$INTELLIGENT-INTERNETbullish· high· posemad mostaque
Intelligent Internet releasing harness Monday to uplift open models above Mythos on Frontier SWE
Emad's Intelligent Internet is releasing a harness that enables open models like GLM 5.2 to outperform frontier closed models on difficult coding benchmarks, demonstrating harness…
$OPENAIneutral· highdave blundin
OpenAI delays IPO to avoid quarterly pressures during singularity
OpenAI has $122B in fresh capital and doesn't need public markets; staying private avoids SEC overhead and lets them focus on recursive self-improvement during hard takeoff.
$ANTHROPICneutral· mediumemad mostaque
Anthropic unlikely to IPO soon due to PBC structure and ideological control
Anthropic's Public Benefit Corporation structure and ideological stance against external fiduciary control make an IPO unlikely unless revenue drops; they have secondary liquidity…
$OUTPOSTbullish· mediumalex wissner-gross
Outpost's Carryall enables orbital manufacturing with downmass retrieval for space-made products
Outpost solves the critical downmass problem for orbital manufacturing, enabling retrieval of space-made materials and biology products; their Carryall product has undergone years…
$VARDAbullish· lowalex wissner-gross
Varda leading orbital manufacturing alongside Outpost for space-based production
Varda is prominently pursuing orbital manufacturing, complementing the emerging space industrial ecosystem with Outpost.
$BYTEDANCEbullish· highalex wissner-gross
ByteDance SeaDance 2.5 leads video generation with 4K 30-second clips and 50-input control
China is running away with video generation due to cheaper/unencumbered training data (TikTok) and less copyright risk; Western labs prioritize code gen over video due to economic…
$LIQUID-AIbullish· mediumemad mostaque
Liquid AI's efficient non-transformer architecture wins Mercedes on-prem automotive deployment
Liquid AI's novel architecture uses context far more efficiently than transformers, enabling on-prem deployment in Mercedes vehicles by September without internet connectivity.
$PELAGIUSbullish· mediumalex wissner-gross
Pelagius building ocean-based data centers backed by Peter Thiel as seasteading prototypes
Peter Thiel-funded Pelagius is developing subsea data centers that serve as prototypes for ocean colonization; Microsoft's Project Natick already proved lower failure rates and ex…
$SPCX···bullish· highdave blundin
SpaceX IPO perfectly priced; Elon using liquid stock for acquisition rampage
SpaceX's IPO at $135 opening to $153 is a perfectly priced offering; now-public stock enables Elon to acquire photonic computing and other strategic assets for Starlink/Starmind.
$NEURALINKbullish· highpeter diamandis
Neuralink targets human-to-human telepathy demo this year; invasive BCI as IO layer for singularity
Neuralink may attempt first direct brain-to-brain telepathy this year; Elon's endgame is creating an IO layer for human-AI coupling during singularity, not just medical device.
$BABA···bearish· mediumpeter diamandis
Alibaba accused of massive distillation campaign against Claude using 25K fake accounts
Anthropic alleges Alibaba used 28.8M fraudulent exchanges across 25K proxy accounts to extract Claude's reasoning traces for model distillation, escalating US-China IP conflict.
$IBM···bullish· mediumpeter diamandis
IBM receives $1B for Anderon quantum chip foundry in Albany under CHIPS Act
IBM secured the lion's share ($1B) of US government quantum funding to co-develop the Anderon quantum chip foundry, positioning it as a primary beneficiary of sovereign quantum in…
$RIGETTI···neutral· lowpeter diamandis
Rigetti secures $100M government quantum funding alongside D-Wave and Inflection
Rigetti received $100M from the CHIPS Act quantum program, but the funding may be repackaging of existing budgets rather than new capital.
$D-WAVE···neutral· lowpeter diamandis
D-Wave receives $100M government quantum funding for annealing approach
D-Wave's quantum annealing approach secured $100M in government funding, though the practical utility for economically transformative problems remains unproven.
$PSI-QUANTUMbullish· mediumpeter diamandis
PsiQuantum secures $140M equity stake in government quantum program
PsiQuantum's photonic quantum computing approach received a $140M equity investment from the US government, validating its architecture for fault-tolerant quantum computing.
$BLITZCYbullish· mediumpeter diamandis
Blitzcy delivers 5x engineering velocity via autonomous AI agents with infinite code context
Blitzcy's platform uses thousands of specialized AI agents to autonomously complete 80%+ of development work, achieving 5x velocity increases for enterprise customers.
$LLY···bullish· highpeter diamandis
Eli Lilly acquires Synthesa for $6.3B to pursue orexin as next GLP-1 blockbuster
Eli Lilly is replicating its GLP-1 playbook by acquiring orexin-targeting Synthesa for $6.3B; orexin agonists could enable 4-hour sleep without side effects, creating a lifestyle…