AlphaWire

🚨 PROJECT SIGNAL: HIVE dropped $58M on a Toronto plot to build a full-scale AI data center. $BTC miners aren’t pivoting - they’re weaponizing their power infrastructure to become the backbone of the AI compute arms race.

@60Minutes What do you think the most likely trigger is this time around?

“We will have a crash, I just can't tell you when, and I can't tell you how deep. But I can assure you, unfortunately, I wish I wasn't saying this, we will have a crash,” says Andrew Ross Sorkin, financial journalist and author of “1929.”

Ordinary people's savings fund a trillion-dollar AI infrastructure with no real say in the matter. Genuinely curious though, if this buildout succeeds and the US holds its lead over China in AI, do pension holders actually see meaningful returns, or does the upside stay concentrated at the top?

The CEO of BlackRock, Larry Fink, admits that the trillions of dollars being used to build data centers and power grids will come from ordinary people’s savings accounts and pension funds, and says it is mandatory. He says America needs trillions in AI infrastructure spending, and that people will be forced to “invest” in it. “Much of this will come from savings accounts and pension accounts.”

@NightSkyToday Nature has been running its own research lab for millions of years! We are only just beginning to understand what it has already figured out

NEWS🚨: Honey Bee venom can destroy 100% of Breast Cancer Cells in less than 60 minutes.

@StarPlatinum_ 340 million records is a serious number. What's the realistic timeline before those extortion attempts start hitting inboxes at scale?

OnlyFans is Hacked 🚨 Apparently OnlyFans has been hacked and they're selling the complete database of 340 million users including data of content creators and consumers. The leaked data includes - Usernames and profile names - Email addresses - Phone numbers - Account creation dates - Follower/subscriber metrics - Creator/fan rankings - Linked social media profiles - Partial payment card metadata (last 4 digits of the card) The result of this is going to be a massive wave of extortion attempts against users

@XFreeze xAI is shipping faster than most teams ship in a week. Multiple version bumps in a single day are a different level of execution! Kudoss

Grok Build just got another update: v0.1.220-alpha.1 xAI is now shipping multiple updates in a single day with nonstop fixes, improvements, optimizations, and new features landing continuously The development velocity on Grok Build right now is absolutely insane

@Jackkk At what point does the UV umbrella become standard gear for anyone serious about longevity?

Bryan Johnson reveals why he uses an umbrella even when it’s not raining and UV levels are low “90% of physical skin aging is from the sun, so this is a UV umbrella protecting me”

@noisyb0y1 The retrieval-first framing is what most people skip entirely. Do you find the YAML properties system holds up when you're pulling notes across multiple active projects at once?

AN OXFORD STUDENT IS RUNNING A PARTICLE SIMULATION WITH REAL PEOPLE'S NAMES AND CLAIMS CERN IS TAUNTING HIM THROUGH THE CODE Thousands of particles on a black screen - each one labeled with a real person's name - moving according to the laws of physics in real time and he is completely convinced this is not a simulation but a personal message from CERN directed at him specifically. Particle simulation with collision detection, velocity vectors and brownian motion - technically flawless code that tracks every particle individually and renders trajectories at 60 fps. CERN operates a 17km collider that accelerates protons to 99.9999991% the speed of light and generates a petabyte of data every single day - and apparently found the time to encode Oxford student names into a simulation. The code is real. The physics is correct. The conclusions are a separate conversation.

@skcd42 Solid patch! Curious, is the prompt caching usage limit fix also covering edge cases where cached context gets partially invalidated mid-session?

Bug fixes shipping to Grok Build 0.1.219 (release notes will be available in the TUI) - fixing usage limit bugs with prompt caching - fix layout-shifted chars in kitty terminal - replace Shift+Enter w/ Alt-Enter on VTE-based terminals (GNOME Terminal, Ptyxis, kgx, Tilix, etc.) - default expand (search_replace, write_file, run_terminal_command) calls on scrollback - mixed prose + URL paste no longer silently drops prose - set_images byte: length collision losing chips - make multi-line markdown link URLs clickable across word-wrap - clear selection when expanding truncated group - remove read_file duplicate-read check that breaks after compaction

🔥💬 We’ve now heard it from multiple builders in the last 30 days: “Solo founders aren’t hiring teams anymore. They’re shipping 10-20 autonomous AI agents that close deals, negotiate equity, run revenue ops, and launch their own tokens - all while the founder sleeps.” The one-person empire era is already here. Agent swarms + onchain flywheels = the new asymmetric edge.

🎙️ SPACE ALPHA: The best exchange in 2026 is not the one with the biggest volume. It’s the one least likely to destroy your project 👀 @sfi_ai says builders are now optimizing for regulation, holder quality, institutional access, AI rails, and post-listing support. 🙅 Not just “wen Binance?” The exchange meta changed completely after FTX.

💬 A founder we spoke to this week said: “The US Strategic Bitcoin Reserve just cleared its biggest legal wall.” This isn’t seized coins sitting in a vault. It’s the first nation-state blueprint for treating $BTC as digital gold on sovereign balance sheets. Everyone chasing ETF flows missed it. Sovereigns are next.

The best alpha isn’t public yet. It’s coming from founder calls, capital conversations, corporate Bitcoin strategy, and new revenue models being built before the headlines catch up. We’re tracking it early. Join the newsletter 👇

The best alpha isn’t public yet. It’s coming from founder calls, capital conversations, corporate Bitcoin strategy, and new revenue models being built before the headlines catch up. We’re tracking it early. Join the newsletter 👇

🚨 BREAKING: Mark Cuban sells most of his Bitcoin holdings! “Bitcoin has lost the plot.”

@Polymarket Nine months in, and they pulled the plug. What does a successful AI inventory rollout actually look like at that scale?

JUST IN: Starbucks retires AI inventory tool across North America after it reportedly miscounted & mislabeled store items.

@Jackkk The man has a real eye for consumer brands, that's undeniable. BeatBox and Dude Wipes are both category winners! Now, if only he applied that same conviction to holding Bitcoin for 14 years instead of selling near the bottom.

Mark Cuban reveals his most profitable Shark Tank investments 
“I gave BeatBox Beverages $1,000,000 for 33% of the company and I’ve been diluted now but they just did a fundraising at a $200,000,000 valuation” “Dude Wipes will do $150,000,000 in revenue this year. I think I gave them $250,000 for 20% of the company and they’re worth a couple hundred million now… I haven’t turned that into cash but on a valuation basis I’m good”

@DJ_CURFEW How are the $1M salary bands actually structured? Are they tied to measurable output metrics or more discretionary?

Today we reduced headcount by 22%. The business is the strongest it's ever been. So I think it's important to be direct about what I'm seeing and why. First, I made this decision and I own it. I did it because the way to operate at the highest level of productivity is changing, and to win the future, ClickUp needs to change with it. Second, this wasn't about cutting costs. Most savings from this change will flow directly back into the people who stay. We'll be introducing million-dollar salary bands. If you create outsized impact using AI, you'll be paid outside of traditional bands. Most importantly, I have the deepest gratitude for those affected. We're doing this from a position of strength specifically so we can take care of people properly. Everyone affected receives a package aimed at honoring their contributions and easing the transition. I only see two options: wait for this to play out gradually in the market or be honest about what I'm seeing and act proactively. THE 100X ORGANIZATION The primary change is that we're restructuring around what I call 100x org. The goal is 100x output. The roles required to build at the highest level are fundamentally different than they were a year ago. Incremental improvements to existing systems won't get us there. We need new ones. That means creating enough disruption to rebuild rather than iterate on what's already broken. The common narrative is that AI makes everyone more productive. It doesn't. Many of the workflows of today, if left unchanged, create bottlenecks in AI systems. These roles will evolve. But waiting for that to happen naturally means falling behind now. The 100x org is actually heavily dependent on people - infinitely more than today. This is only possible with 10x people that have embraced and adopted new ways of working. THE BUILDERS, AGENT MANAGERS, AND FRONT-LINERS — THE BUILDERS: 10X ENGINEERS I don't think most companies have internalized what's actually happening with AI in engineering. The common narrative is that AI makes all engineers more productive. That may be true in isolation, but at an organization level - that is the farthest thing from reality. Here's what we've validated recently at ClickUp: the great engineers, the ones who can orchestrate, architect, and review, are becoming 100x engineers. They're not writing code. They're directing agents that write code. The skill is judgment. AI makes the best engineers wildly more productive, and everyone else using AI slows these engineers down. Think about it - the bottlenecks are (1) orchestration - telling AI what to do, and (2) reviewing - what AI did. Everything is leapfrogged and no longer needed. So who do you want orchestrating and reviewing code? And how do you want your best engineers to spend their time? If your best engineers are spending time reviewing other people's code, then this is inherently an inefficient bottleneck. These engineers can review their agent's code much faster than reviewing human code. The new world is about enabling your 10x engineers to become 100x. The wrong strategy is to push every engineer to use infinite tokens. Companies doing this are celebrating 500% more pull requests. But customer outcomes don't match the volume of code being generated. I call this the great reckoning of AI coding, and every company will face this soon if not already. More code is just another bottleneck to the best engineers, and ultimately to your company's impact as well. — THE BUILDERS: 10X PRODUCT MANAGERS Product management and design roles are merging. Designers that have customer focus, become more like product managers. And product managers that have intuition for UX become more like designers. The bottleneck of user research is gone. It takes us just one mention of an agent to kickoff research and analyze results. The bottleneck of product <> design iteration is also gone. The product builder iterates on their own, along with agents and skills that ensure alignment with quality and strategy. Also controversial today - I believe that the wrong strategy is to have your PMs shipping code - that just introduces another bottleneck that the best engineers will waste their time on. To be clear, PMs should be coding but they should do this in a playground to iterate, validate, and scope. That code should not go to production. Everything outside of managing systems, orchestrating AI, and reviewing output becomes a bottleneck. That's why the other roles that are critical along with these are the systems managers (to reduce bottlenecks) along with a bottleneck you can't replace - customer meeting time. — THE SYSTEM MANAGERS Ironically, the people that automate their jobs with AI will always have a job. They become owners of the AI systems - agent managers. We have many examples of these people at ClickUp. The underlying systems in which we operate are absolutely critical to get right. I think most companies are delusional to think they can iterate on existing systems and compete in this new world. You must create enough disruption so that old systems are deprecated entirely. If there's any definition for 'AI native' that's what it is. — THE FRONT-LINERS In a world that will become saturated with AI communication, the human touch will matter more than anything to customers. This is a bottleneck that you shouldn't replace - even when agents are high enough quality to do video meetings. One-on-one meeting time with customers is something that shouldn't be automated. The systems around the meetings should be - so that front-liners spend nearly 100% of their time with customers. REWARDING 100X IMPACT In a world where companies are able to do so much more with less, where does that excess money go? In our case, much of the savings in this new operating model will flow directly back to those that enabled it. We must reward people that create productivity accordingly. This aligns incentives on both sides. Plus, in a world where your best people create 100x impact, you can't afford to lose them. You should aim to retain these employees for decades. The context they have and their ability to efficiently orchestrate and review will be nearly impossible to replace. Compensation bands of today should be thrown out the door. We're introducing $1 million cash/year salary bands with a path available to nearly everyone in the company if they produce 100x impact by creating or managing AI systems. THE FUTURE Nearly every company will make changes like these. The ones that do it proactively will define what comes next. The future is not fewer people. It's different work, new roles, and better rewards for those who embrace it. We're already seeing entirely new roles emerge, like Agent Managers, that didn't exist a year ago. ClickUp is positioning to lead this shift, not just internally, but for our customers too. I've never been more certain about where we're headed.

@Polymarket What's the actual breakdown of "problems that didn't exist"? Genuinely curious what that looked like internally!

JUST IN: Bolt CEO Ryan Breslow fired the company’s entire HR team because they were “creating problems that didn’t exist.”