David Ben Kay

I've been using @heynemoai — an AI intern that triages my email, preps my meetings, and runs my routines. Try it: heynemo.ai/join?ref=ZGF2a…

Imagine Chinese open-weight models forming a swarm against Anthropic’s valuation. Kimi K3 in July. DeepSeek in August. Qwen in September… Death by a thousand open weights.

Soon there'll be more AI agents making transactions than humans...that's a no brainer. Think about it: these agents can't walk into a bank and open an account but can hold a crypto wallet and start moving money in seconds... ...think about which system was actually built for this...

What is Pundi X Basket?

Kimi K3 is dangerous. I rebuilt Google Maps 3D mode in 1.5 hours. an interactive 3D map — New York City in full detail, and the entire globe on top of it. two prompts. that's the whole build. > real building extrusion with actual height data > shadows that shift with the sun angle > free camera rotation, pitch, zoom — full Google Maps 3D behavior > click any landmark, get a card with height and year built > smooth flyTo transitions between any two points on earth > clean modular code, env-based tokens, error handling included a fraction of what Fable 5 or Sol would cost to run. Live on Kimi — 3dmap.kimi.page my full K3 guide is below.

Now would be a good time to remind everyone of these Trump facts, because apparently some people still need the refresher. Ladies & Gentlemen; Please meet the President of the United States: Flew on Epstein’s plane at least seven times. Just friends, I guess. Pleaded the Fifth more than 400 times in a single deposition. Nothing says “innocent” like refusing to answer a single question about your own business. 34 felony convictions. A record most people would call disqualifying. 91 criminal charges. Accused of sexual misconduct or assault by at least 26 women. But sure, tell me again how he’s a great guy. 6 corporate bankruptcies. The self proclaimed greatest businessman alive somehow keeps running out of money. 5 draft deferments. Funny how the toughest guy in the room never actually showed up for duty. 4 criminal indictments. Not two. Not three. Four. 2 impeachments. A club of exactly one president. 2 of his own companies convicted of criminal tax fraud. Convicted. Not accused. Convicted. 1 fake university shut down. 1 fake charity shut down. Even his charity was a grift. Paid 25 million dollars to settle the Trump University fraud lawsuit because scamming people who believed in you costs money eventually. Ordered to pay 5 million dollars in the first E Jean Carroll sexual abuse verdict, then hit with 83.3 million more in the second. A jury said it twice so nobody could pretend it was a fluke. Ordered to pay 2 million dollars for looting his own so called charity. Stealing from a charity with his own name on it. Found liable for business fraud and originally slapped with a penalty topping 450 million dollars, later thrown out on appeal while the fraud finding itself stuck to him anyway. First president in modern history to increase the deficit every single year of a full term. Fiscal responsibility, apparently, was always just a talking point. Kept the debt to GDP ratio above 100 percent for his entire first term. Presided over the largest single day point drop in Dow Jones history at the time. So much for the guy who claimed to be a genius with money. Set the record for the longest government shutdown in US history in his first term at 35 days, then couldn’t resist beating his own miserable record in his second term with a 43 day shutdown, followed by yet another shutdown just months later. Encore nobody asked for. Added roughly 2.25 trillion dollars to the national debt in his first year back in office alone, pushing the debt past 39 trillion dollars. Somebody remind me who the party of fiscal discipline is again. Pushed through the largest defense budget increase since World War Two while the debt kept climbing anyway. Purged more than 300,000 federal employees in his first year back. Efficient, if your goal is chaos. Pardoned nearly 1,600 January 6 Capitol rioters on his very first day back in office, including Oath Keepers and Proud Boys leaders convicted of seditious conspiracy. Law and order, except when it’s inconvenient. At least 40 of those pardoned rioters have already been rearrested, charged, or sentenced for new crimes since walking free. Shocking absolutely nobody. His family’s crypto ventures, including a meme coin and World Liberty Financial, pulled in more than 1.4 billion dollars in disclosed earnings while he sat in the Oval Office. Draining the swamp was apparently code for filling his own pockets. Sent the National Guard into American cities at a cost of nearly 500 million taxpayer dollars in 2025 alone. His own tariffs are projected to cost the average American household more than 2,500 dollars this year. You’re paying for this. Not China. You. Now sitting at one of the lowest approval ratings of his second term, stuck in the high 30s while inflation and gas prices make everyday life harder. None of this is a conspiracy theory, a rumor, or something you saw in a group chat. It is the actual, documented record, sitting in plain sight for anyone willing to look. So, the next time someone tells you to relax and give him a chance, ask them how many more indictments, judgments, and shutdown records he needs to rack up before that chance runs out. VIA~ Debrina Elkins

DeepSeek's Liang Wenfeng just quantified the China-US AI gap in one sentence: training a frontier-scale model takes 50,000 GB300s, or 200,000 Huawei 950s. That's a 4:1 chip gap. And that's training alone. He added that if he could buy Nvidia GPUs, he'd spend DeepSeek's entire cash reserve without hesitation.

Kimi's CEO🇨🇳: "You used to need a team, a budget, and months. Now you need a weekend and a $15 plan" Yang Zhilin spent 11 minutes on stage showing how to ship a full app solo with K3 Every excuse for sitting on your idea just got repriced to the cost of a lunch

Wild sentence to type in 2026. American companies are quietly running more of their AI workloads on Chinese open models than US ones. Not a hot take. It's in the OpenRouter data. One founder told NPR his AI bill was bigger than payroll so he moved 100% of traffic to DeepSeek. Airbnb's CEO said the same about Qwen. DoorDash, Siemens reportedly adopting too. This isn't about US vs China. It's a spreadsheet and bill decision. If you are running a company, cost will always win over geopolitics as companies are accountable to investors / private shareholders and its employees.

We are excited to announce our partnership with @XAgent_official 🤖🤝 X-Agent lets anyone build custom AI agents with pure natural language with zero code and fully secure runtime. Through this partnership, X-Agent's agents can tap into our decentralized data layer, sourcing quality, tokenized datasets for training and execution, while our contributors get a new channel to monetize the data that powers real AI agents. Together, we are advancing the future of AI and Web3: open, accessible, and decentralized.

off to the weekend while cooking something great 👀⏳

Xi Jinping just hijacked the rules of AI for the entire planet. Today, Xi walked onto the stage at the World AI Conference in Shanghai. It was his FIRST time attending the event in person since it launched in 2018. Heads of state do not fly in personally for a product expo. The day before he spoke, 29 governments signed a founding charter. It created a brand new international body called the World Artificial Intelligence Cooperation Organization, with its permanent headquarters in Shanghai. China had spent a full year lining up the signatures. UN Secretary General sat in the audience. So did the leaders of Kazakhstan, Cambodia, and Thailand, alongside representatives from more than 100 countries. While the robots and the chips got the headlines, those 29 signatures were what really mattered. Here's why: Whoever writes the rules of a technology decides who gets to win with it. The US is leaning on export controls and voluntary safety pledges. Europe is enforcing its own AI Act. China just built the institution that wants to set the standards for everyone else, and it put the headquarters on its own soil. And look at who signed... The founding members include Russia, Pakistan, Indonesia, Kazakhstan, and Laos. Together, the countries in this new bloc represent a population that dwarfs the entire G7. These are the nations that felt shut out of the AI order the West built, and Beijing just offered them a seat at a table it controls. And Xi framed all of it as a gift to humanity. He pledged 5,000 AI training slots for developing countries. He called on the world to "encourage open source, openness, collaboration and sharing" and warned against any nation placing its own security above everyone else's, which is basically a shot at American chip controls. It was a generous call for openness from the country that just created the rule-setting body and kept the headquarters for itself. On the conference itself, more than 1,100 companies showed off over 3,000 products, including Huawei's Atlas 950, an 8,192-chip supercomputer built to go straight at Nvidia, and what China is billing as the world's first AI agent phone. So while much of the West is still arguing about whether AI is a bubble, China spent this week doing something more lasting: It started writing the rulebook, and got 29 countries to sign. What happens to America's lead if the rest of the world ends up playing by China's rules?

Yesterday was my final day at the Ethereum Foundation. Today, we’re launching @eth_systems . I started my career at @GoldmanSachs , working inside the financial system. Years later, I found myself at the @ethereumfndn , working with institutions exploring how that system could evolve onchain. I’ve had hundreds of conversations with banks, asset managers, central banks and regulators around the world about what it would take to build real financial infrastructure on Ethereum. The ambition is there. But nearly every serious conversation eventually reaches the same question: how can institutions use a public network without exposing their positions, counterparties and sensitive client information? EthSystems exists to answer that question. We’re continuing the work we began through the Ethereum Foundation’s Institutional Privacy Task Force as an independent company building confidential systems for institutional Ethereum.

If you had an AI teammate, not a chatbot, an actual teammate, what's the ONE thing you'd hand it? Daily email drafts? Weekly work summaries? Or the thing nobody solves: keeping context in sync across your apps, so what you said in Slack doesn't get lost when the conversation moves to Telegram. Curious what people actually want, not what gets demoed.

Network School is selling “Silicon Valley outside Silicon Valley” while barely mentioning where it actually is: Johor Bahru, Malaysia. Johor Bahru, Malaysia—a booming city attracting a huge share of global data-centre expansion. The only time I saw on tweet was when Malaysia's digital minister visited NS. Also large portion of its participants are from East Asia, especially Malaysians and Singaporeans. Yet its marketing often feels strangely disconnected from the region and the people actually attending. Nothing wrong with representation, but also need to represent real people lah. Thank you, Balaji, for putting Network School in JB and linking it closely with Singapore. But your PR and marketing team really need to start painting the full story to get the love from people in this part of world.

I wasn’t the only one who heard Karp’s message as a clear statement of what’s going on, despite some people trying to frame it as an unhinged rant

@Aestheticsn1 2208

🔥 Europe is starting to push Palantir out. Things are looking rough for Palantir in Europe… …as they are increasingly seen as a danger to sovereignty with a high risk of structural lock-in and major ethical concerns.

@Simi_2210_ 11