thegeneral.sui

No company in history has ever been worth $9 trillion. Nvidia, the most valuable company on Earth, sits at around $4.3 trillion. Meta just told six of its top executives they could each earn hundreds of millions of dollars, but only if Meta gets there first. The SEC filings dropped yesterday. CTO Andrew Bosworth, CFO Susan Li, CPO Chris Cox, and COO Javier Olivan all got stock options with price targets starting at $1,116 per share and climbing to $3,727. Meta closed at $593 yesterday. The lowest rung alone requires an 88% stock gain. The full payout needs more than a 6x jump. These are the first stock options Meta has ever given its top leadership since going public in 2012. Fourteen years of just RSUs (shares you receive over time no matter what the stock does), and now suddenly, options, which pay nothing unless the stock clears a specific price bar. Mark Zuckerberg isn’t part of this. His net worth already tops $200 billion. This is about keeping his operators in their seats while Meta pours up to $135 billion into AI infrastructure this year alone. That’s nearly double the $72 billion it spent in 2025. Meta’s total 2025 revenue was $201 billion. The company is spending roughly two-thirds of its annual revenue on building out AI. The structure echoes Tesla’s $1 trillion pay package for Elon Musk, which shareholders approved last November. That deal ties to Tesla reaching $8.5 trillion over 10 years. Meta’s window is tighter. The performance deadline is February 14, 2028, less than two years from now. If the stock doesn’t hit those targets by then, the options shift to a slower payout schedule through 2030 and expire entirely in March 2031. And the gap between ambition and reality is wide. META stock is down about 4% over the past year. Alphabet is up 73%. CNBC reported that Meta has struggled to find a consistent AI strategy even as its spending accelerates. The $9 trillion number is a retention price tag. Meta is paying whatever it costs to keep its leadership from walking out the door during a $135 billion bet on AI.

MSTR raised $285M today via $STRC and it cost them $33M in dividend obligations.

🚨: Experts estimate that nearly 60% of AMAZON rainforest remains unexplored in detail, an expanse so vast and dense that even current technology fails to see clearly under its green canopy.

Nexa will be winding down its products. Nexa was built as a fast, powerful trading terminal for the Sui ecosystem, designed for active markets, quick flips, and real trading opportunities. Unfortunately, over the past several months, on-chain volumes on Sui have remained extremely low, with only 2-3 coins seeing some decent activity. A trading terminal like Nexa only makes sense in a vibrant, liquid market where people always have some active opportunity to trade. Without that environment, the core use case for Nexa simply isn’t there. This was not an easy decision. We believed strongly in the potential of the Sui ecosystem, and it’s disappointing to see the direction things have taken. There’s a real sense of sadness in shutting down Nexa because we succeeded in building a product that was actually the most used trading suite on Sui at one time. Unfortunately the market it was built for never truly materialized. To everyone who used Nexa, supported us, and believed in the vision, thank you. We’re grateful for every user, partner, and supporter who was part of this journey. This chapter comes to a close, but we’re proud of what we built.

Already ruined the film for me. People are tired of woke casting.

HODL