Franny

۰۵:۲۲/ ۱۹ فروردین متن شروط ده بندی ایران که ترامپ در توییت خود آن را به عنوان ‘مبنای مذاکرات’ پذیرفته چنین است: ۱- توقف کامل هرگونه تجاوز به ایران و گروه‌های مقاومت هم‌پیمان ۲- خروج نیروهای رزمی آمریکا از منطقه، ممنوعیت هرگونه حمله از پایگاه‌ها به ایران و خودداری از اتخاذ آرایش رزمی ۳- عبور محدود روزانۀ کشتی از تنگۀ هرمز به مدت دو هفته، تحت عنوان پروتکل عبور امن تحت نظارت و قواعد مشخص این کشور ۴- لغو کلیه تحریم‌های اولیه، ثانویه و تحریم‌های سازمان ملل ۵- تأمین خسارات ایران با ایجاد صندوق سرمایه گذاری و مالی ۶- تعهد ایران مبنی بر عدم ساخت سلاح هسته‌ای ۷- پذیرش حق غنی‌سازی ایران توسط آمریکا و مذاکره درباره سطح غنی‌سازی ۸- موافقت ایران برای مذاکره دربارۀ پیمان‌های صلح دوجانبه و چندجانبه با کشورهای منطقه در راستای منافع خود ۹- تسری عدم تجاوز به همه گروه‌های مقاومت. ۱۰- خاتمه‌یافتن همه قطعنامه‌های شورای حکام و شورای امنیت و تصویب همه تعهدات در قطعنامه رسمی سازمان ملل

🚨 BREAKING NEWS: The New York Times just published Iran’s 10-point proposal that ended the war. Here’s what Iran demanded: End all attacks. Full sanctions relief. Stop Israeli strikes including on Hezbollah. Reconstruction support. Secure shipping through Hormuz. Guarantees America will never attack again. In return — Iran reopens the Strait of Hormuz. With a $2 million per ship fee.

Anthropic valuation will surpass OpenAI’s in a matter of months

If you’re curious about $AXTI: It’s down 21% on the new potential dilution news. Board wanted to add 50M more shares (up to $2B worth to dilute) for shareholders vote in the 14th. 70m -> 120m shares. I say this about $IREN excessive $6B dilution and it’s the same with AXT price proposal that I hold. I would not “trust in management” to use it wisely and the fact it’s filed is a red flag. That being said: we’ll see what happens on the 14th. If it passes for 50m more share authorized dilution, I personally would not hold. But it fails, I expect a recovery.

Negotiations taking place via Pakistani, Egyptian and Turkish mediators and via text messages sent between Trump's envoy Witkoff and Iran's Foreign Minister Araghchi - 4 sources cited by Axios

I have no problem with the Canadians and Europeans in my comments scolding me when I talk about decoupling. I have a serious issue with the Americans who are rooting for Trump to fail simply because they don’t like his politics despite the obvious negative repercussions losing hegemony will have on our collective children and grandchildren. We are in the shit. Suck it up and vote him out at the polls. Until then STFU if the best you can do is publicly hope that Iran turns into a dumpster fire for our military or that France further undermines our leverage over Europe. If this is too much to ask you don’t deserve to benefit from the fruits of the hard men of the prior century who tirelessly worked to fortify the dominance and lifestyle you currently enjoy.

Had drinks with 30 CTOs last night at an off-the-record gathering in Palo Alto Every single one showed me the same internal PowerPoint slide "2026 AI Headcount Targets: Path to 70% Cost Reduction" The numbers will make you physically sick Fintech CTO planning to cut 280-person engineering org down to 43 "AI orchestrators" by September. Same product roadmap. Same delivery expectations. Healthcare CTO already eliminated his entire manual QA department. 67 people. Replaced with 3 senior engineers running autonomous testing agents that ship code directly to production. SaaS CTO walked me through his "human depreciation timeline": 340 engineers today, 89 planned for 2027. Customer support going from 120 humans to 12 "escalation specialists" managing AI conversations. The most chilling part: they're all using the exact same consulting deck from McKinsey called "The 30% Organization" One CTO literally said "hiring humans for code is like hiring horses for transportation" Another showed me Slack screenshots where his L7s are asking if they should train their replacements The consensus was unanimous: if you can't manage 10 AI agents by Christmas, you're not making it to New Year's Every single one of them is planning to announce these cuts as "AI transformation success stories" While their stock options vest at record highs built on the backs of workers they're about to execute The future of engineering is 3 humans with 50 AI agents in a WeWork somewhere while 500 families lose their homes

Gemini personalization connected to a couple decades of Gmail and Docs and other services is crazy