C515

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon… These 5 layers include: 1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV 2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM 3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR 4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL 5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth. Save this for later…

BREAKING: THE #BITCOIN AND CRYPTO CLARITY ACT OFFICIALLY SECURES 13 VOTES NEEDED TO PASS COMMITTEE –– POLITICO SENATOR KENNEDY CONFIRMS YES VOTE DEMOCRATS CANNOT BLOCK THE BILL CLARITY IN AMERICA IS HAPPENING 🚀

BREAKING: Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell summoned Wall Street leaders to an urgent meeting on concerns that Anthropic's new Mythos model could pose a systemic risk, per Bloomberg.

This is WILD. A secret workplace war just broke out in China and it has gone fully viral on GitHub. Companies started ordering their workers to document all their knowledge as AI "skill files." Why? to replace those same workers with AI but workers figured out the plan fast so they fired back. Someone built a tool called colleague.skill, software that scrapes a coworker's chat logs, emails, and work docs from Chinese platforms like Feishu and DingTalk, then clones them into an AI agent. The idea was savage, digitize your colleague before they digitize you, hand the AI clone to the company, and watch your coworker get laid off while you survive. A real GitHub project that exploded in popularity in days but then someone else entered the chat and changed everything. A developer released anti-distill.skill, a tool that takes the skill file your company forces you to write, then strips out every piece of real knowledge before you hand it in. The output looks perfectly professional, totally complete, impressively detailed but every critical insight has been secretly removed. Your company gets a hollow shell while you keep the real knowledge locked away in a private backup. The tool even has three intensity levels, light, medium, and heavy depending on how closely your bosses are watching. Companies across China have been building AI digital twins of departed employees, feeding their old chat histories and documents into large models to produce clones that keep working after the humans are gone. One verified case is that an employee left, and their replacement was literally an AI trained on every message they ever sent. The anti-distill tool went viral on GitHub within hours of being posted, racking up stars faster than almost anything trending that week. The implications reach far beyond China's borders. Every knowledge worker on earth now faces a version of this question, when your company asks you to document your process, they may be building the tools to replace you.

Optimus+PV will be the first Von Neumann probe, a machine fully capable of replicating itself using raw materials found in space

AI agents at @Coinbase now write over 50% of all code and handle 60% of customer support tickets. @Brian_Armstrong just revealed Coinbase is treating AI agents like actual digital employees. Complete with their own stablecoin wallets. These agents can work overnight, spin up AWS resources, buy domain names, launch marketing campaigns… All without bugging a human for approval. We're still stuck thinking about AI as assistants that need constant supervision. The mental model most people have is "AI helps humans do tasks." That’s no longer the case at Coinbase. Their model is "AI does tasks, humans set guardrails." And they’re using crypto to unlock full agent autonomy. Traditional corporate cards can't be issued to non-human entities - that's a massive infrastructure gap. Stablecoins solve this. When an AI agent needs to make a payment at 3am, it doesn't need to wait for Ian in accounting to wake up. It just sends $USDC. Machine-to-machine payments, 24/7, no bank hours, no card authorization issues. (And no "is this a human?" verification loops.) Brian’s team built x402, the open protocol that lets any agent get a stablecoin wallet and transact on the open internet. This is all very new, but it's already getting serious traction at Coinbase. The practical application here is clear: If you're building anything with AI agents, you need to think about how they'll transact. Credit cards weren't designed for software entities - stablecoins were. The companies that figure out agent-to-agent commerce first will have a massive head start.

BREAKING: 🇺🇸 US Congresswoman "Anna Paulina Luna" told Fox News that aliens are visiting Earth via interdimensional travel.

UFOs Attacking each other in Nevada🧐🤔🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸

added polymarket data to the public dataset. 400m+ trades going back to 2020. 36gb compressed. MIT licensed, free to download via @Cloudflare R2.

Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk. Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session. 00:00:23 Space GPUs 00:35:39 Alignment 00:58:48 xAI 01:15:01 Optimus 01:28:03 China 01:40:46 Management 02:16:38 DOGE 02:34:58 Space GPUs redux

Mckinsey built an internal AI chatbot (Lilli) trained on 100 years of consultancy’s work and 100,000 documents and interviews. MBA job candidates now have to pass a test by showing they can apply Lilli’s advice. The firm has 40k employees and soon have same number of AI agents.

On January 10, 2026 at around 11 pm UTC a victim lost $282M+ worth of LTC & BTC due to a hardware wallet social engineering scam. The attacker began converting the stolen LTC & BTC to Monero via multiple instant exchanges causing the XMR price to sharply increase. BTC was also bridged to Ethereum, Ripple, & Litecoin via Thorchain. Theft addresses (2.05M LTC, 1459 BTC): bc1qluxw46r55wf3dnk9c652vrt4duadm3hpuktf86 bc1qpsmh26ja0fzzf286zulmt9eywujc2pggj40wzm ltc1qly43c2prj4c2e85dcspzpjd36jnapnenldnr70

@michaeljburry You are underestimating all forms of money printing

Just your daily reminder that stocks are expensive. To put it in the context of my recent “Fee Fi FOUR Umm…” post, specifically the expected return discussion surrounding FISV, the difference between a 20% expected annualized long-term return on a common stock and an 10% one is logarithmic. The 20% return price can be 4x times the 10% expected return price and 8x the 8% expected return. This also explains why value investors look like idiots for extended periods. When a stock trading at the 8% expected return price ($160) falls to the 10% return price ($93), it's down 42% and everyone assumes something is broken. To get to the 15% price ($38), it needs to fall 76% from that $160 level. At that point, the business is being treated as terminal. The 20% price is just where everyone wants to give up and go home. And we only see that in any widespread fashion when everyone is indeed giving up and going home - like the 2008-2009 bottom and the second half of 2002. 2020 early in COVID got close but not like that. It’s been a long, long time since it got like that. Value investors have looked like idiots for a long, long time. Adjust the PE correctly for SBC, Depreciation, Amortization, Fixed/Capital Leases, etc, and it gets worse. open.substack.com/pub/michaeljbu…

@michaeljburry Why would we read them, you have them behind a paywall that is 6x the price of most substack commentators

I think most critics of my articles have not taken the time to read them. This is the thing as a hedge fund manager. We have to disclose our positions, but just as no one wants a dissertation on each position, no one wants to pass on the opportunity to give offhand poorly-researched criticisms of such positions. This why black box managers tend to have the most outrageous returns. Jim Simons did 50% a year with his black box. Many individual investors do 50% a year with their own private portfolios. I even did almost 50% a year at Scion when it was a complete black box, but few do that when they have to disclose their positions every week, month, quarter, because the criticism for holding an “obvious loser” can be not only scathing but in this day and age viral. Worse is what is shown to not be owned, the positions that are “obvious winners.” Managers exposed to those to whom the portfolio is exposed rarely do 50% a year based on fundamentals. They become pods, trading on technicals, momentum and beating the quarterly number. And that does 50% for very short periods. The articles I wrote about securities only scratch the surface of the research behind them. And they still are 6,000-8,000 carefully chosen words meant to mean something. Still, just a scratch.

$GOOGL is probably the most diversified bet on the future you can make. Not only do you get a stake in: - Search: ($1.8T) - Youtube ($550B) - Deepmind (Gemini) + TPU ($900B) - Google Cloud: ($575B) - Waymo ($175B) But you also get exposure to: - Anthropic (Google owns 14%) - SpaceX (8% Stake) - Verily - Stripe - $ARM ( Arm Holdings) - Figma - Discord - $ASTS - $PL - Planet Labs - GitLab - Metsera Not all of these are direct, but you get exposure through Alpahbet's corporate and venture arms. Google also has an own browser, email, ad business and do not forget, they own Android. Name me a more diversified and balanced play in the market than Google right now.

📁Mo Gawdat, former Google X executive, says AI is no longer just writing code, it is correcting human mathematics. After 56 years using the same matrix multiplication method, AI realized the approach was flawed. It did not optimize software. It invented new math. The result was a 23% performance boost and the removal of hundreds of millions of dollars in costs and energy use.

@techNmak LLM

These are literally the kind of LLM interview questions most candidates wish they had seen earlier. A curated list of LLM interview questions - shared by Hao Hoang Want this doc? Follow @techNmak and comment “LLM” - I’ll send it over.