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$OPENEXO · OpenEXO launches 30-company program to AI-native reorganize enterprises targeting 100x performance gains
now playing · $OPENEXO
$NVDA···bullish· highalex wissner-gross
Nvidia commoditizes model layer to drive GPU demand via open secure AI alliance
Nvidia is strategically commoditizing the model layer (its complement) by launching the Open Secure AI Alliance and supporting open-weight models, which increases GPU demand regar…
$TSMC···neutral· mediumalex wissner-gross
TSMC bottleneck: Nvidia cannot risk irritating foundry; Elon only one openly building alternative fab capacity
TSMC's dominance creates a strategic bottleneck: Nvidia cannot aggressively finance fab competitors (TSMC, Samsung, Intel) without risking supply. Elon Musk is uniquely willing to…
$ANTHROPICneutral· highdave blundin
Anthropic valuation drops 13% ($230B) after Kimi K3 release; debate over Dario's safety motives vs regulatory capture
Anthropic's secondary valuation fell ~13% ($230B) after Kimi K3's open-weight release, signaling market concern about closed-model moats. Speakers debate whether Dario Amodei's op…
$KIMI-K3bullish· highalex wissner-gross
Kimi K3 open-weight model removes position embeddings, uses Delta attention — architectural leap beyond vanilla Transformer
Kimi K3's architecture eliminates traditional position embeddings (RoPE) in favor of 'NoPE' with fading memory via Delta attention (a mini-RNN at attention layer), and drops atten…
$OPENEXObullish· high· pospeter diamandis
OpenEXO launches 30-company program to AI-native reorganize enterprises targeting 100x performance gains
OpenEXO (Peter Diamandis' venture) is launching a program for 30 companies to rewrite organizations as AI-native using local models like Kimi K3. Thesis: AI-native reorganization…
$SCIENCE-CORPbullish· high· pospeter diamandis
Science Corp's Prima BCI gets EU CE mark for macular degeneration vision restoration — 5-line eye chart improvement
Science Corp (founded by ex-Neuralink president Max Hodak) received European CE mark for Prima, a retinal implant that restores central vision in macular degeneration via infrared…
$NEURALINKbullish· mediumalex wissner-gross
Neuralink demonstrates BCI-controlled wheelchair for paralysis; path to Optimus robot avatar and motor cortex upload
Neuralink's clinical trial shows thought-controlled wheelchair via imagined cursor movements. Speakers extrapolate to full exoskeleton control, Optimus robot telepresence (via Sta…
$PLTR···bullish· mediumpeter diamandis
Palantir partners with Nvidia and Alex Karp on frontier enterprise open-source model stack
Palantir is building an enterprise AI stack combining Nvidia compute, frontier open-weight models, and Palantir's application layer — allowing enterprises to control their own AI.…
$META···bullish· mediumpeter diamandis
Meta captures value at application layer with 3.5B users — model layer commoditization benefits platform giants
Meta (and Google, X) monetize AI at the application layer via massive user bases (3.5B for Meta, 2B for Google, 1B for OpenAI). As model intelligence commoditizes (Netscape/Mozill…
$SPCX···bullish· highpeter diamandis
Starship 13 achieves soft splashdown, targets $10-100/kg orbit cost vs Shuttle's $54,000/kg
Starship 13's successful soft landing and Raptor relight demonstrate rapid iteration toward full reusability, targeting launch costs of $10-100/kg — a 500-5,000x reduction from Sp…