Luca

@Pontifex But AI does amplify a person’s intelligence, which is the ultimate Gods gift. What are we to do with it? The gospel teaches us to use well and multiply the “talent” that the Lord gives us.

Artificial intelligences do not undergo experiences, do not possess a body, do not feel joy or pain, do not mature through relationships, and do not know from within what love, work, friendship or responsibility mean. Nor do they have a moral conscience, since they do not judge good and evil, grasp the ultimate meaning of situations, or bear responsibility for consequences. They may imitate or even simulate, but they do not understand what they produce, for they lack the affective, relational, and spiritual perspective through which human beings grow in wisdom. #MagnificaHumanitas

xAI and SpaceXAI have just made Colossus 1 available to Anthropic to support Claude. This means more than 220,000 NVIDIA GPUs in one of the world’s largest and fastest-built AI superclusters are now helping to improve Claude’s user experience, code limits, and API capacity. xAI and Anthropic are also discussing plans for several gigawatts of AI computing power in orbit. Solar-powered data centers in space could be coming soon. Elon said he personally met with the Anthropic team last week.“Everyone I met was highly competent and cared a great deal about doing the right thing. No one set off my evil detector.” He approved the lease of Colossus 1 to them. xAI has already shifted its own training to Colossus 2, so the cluster would have been sitting idle. Now it’s being put to good use powering more Claude capacity. Space is becoming the next frontier for data centers.

Elon has been the longest and by far the biggest voice actively warning about the dangers of AI for a very long time The entire reason he started OpenAI was this one thing.....to make sure AI is built for the good of humanity and not against it Last week he took it a step further. He personally went and met with senior members of the Anthropic team to understand how they are working towards AI safety He offered them compute on Colossus 1 only after he was sure they’re doing it right - before ending their suffering for the lack of compute and the bad PR for the last three months The relief was instant. Anthropic immediately relaxed rate limits for all Claude users and completely removed peak time restrictions This is exactly why Elon is the one who should be guiding us through the AI era

TBC is excited to announce the first residential Music City Loop station agreement, serving those living at the beautiful Prime, Alcove, and Paramount towers in downtown Nashville. Residents will take an elevator directly to a Loop station within the building, board a Tesla, and be at the airport in ~9 minutes or Lower Broadway in ~2 minutes.

Someone published a new website dedicated to "Softwar Theory" : softwartheory.com

DIESEL DOESN’T STAND A CHANCE. Tesla Semi high-volume production started April 29, 2026. Same load. Same route. Same 700 km / 435 miles. Every day. Tesla Semi → $111/day Freightliner Cascadia → $358/day → $247 saved. Every single day. → ~69% cheaper energy → ~3.2x cheaper to run 10-year TCO: Tesla Semi → $712,400 Diesel → $1,812,345 → ~$1.1M more profitable per truck The math is bulletproof. Every day you wait costs you $247. Fleet owners… your move. #TeslaSemi #ElectricTruck #Bettrification #EV

i had many discussions about quantum & bitcoin in las vegas this week, both on and off stage, with skeptics, advocates, and many overall smart bitcoiners some consensus i feel is emerging: 1) satoshi’s coins (P2PK) should not be touched. violating his property rights could be disastrous for bitcoin’s core value proposition. but the risk is also lower than many realize — satoshi’s coins are in ~22,000 addresses, each of 50 BTC. a long range attack would have to crack them all (i.e., it’s not one giant honeypot). the giant honeypots are mostly exchanges or active entities who can upgrade to a PQ-address if needed, so mostly not realistically at risk. the hourglass proposal could also further mitigate if we thought long-range Qday was imminent meanwhile, neutral atom tech can only do long range attacks, and google quietly opened a neutral atom lab just prior to their recent paper (maybe just hedging, but possibly an admission of superconducting’s limitstions? unclear, but distinguishing between long & short range is essential, and impacts the satoshi-coin issue) data from @_Checkmatey_ and others also shows that bitcoin markets routinely absorb 1m+ BTC, even just from oct25 to pres, let alone during bull markets. suffer a 50% drawdown (even if it were possible to take all of satoshi’s coins) to preserve bitcoin’s core property rights? i think most bitcoiners would accept that trade off, particularly given the mitigations (satoshi’s many addresses, hourglass, and market’s capability to absorb them if needed) 2) it is good to work on new crypto for bitcoin, post-quantum or otherwise. developing it, testing it, compressing its signatures, proposing and debating implementation — all of these are good for bitcoin the risks are a) this work occupies people’s time, potentially diverting from other important work; b) something untested or too novel is added to the protocol; c) calls to implement on the protocol create consensus gridlock, hamper other upgrades but most people i talked with in las vegas agreed that background work, perhaps resulting in a new PQ implementation being “put on the shelf” in case it’s needed, is unequivocally a good thing. this mostly seemed to be a reasonable middle ground on the contentious mainstage panel as well, despite disagreements on urgency. perhaps with the right funding and resources, good work can be accomplished while 2a and 2b are mitigated? i do think quantum is a problem worth working on, even if there is only a 1% chance that it ever affects bitcoin. i also think alarm bells about urgency have ultimately been positive for pushing these discussions forward. but finally, i am also very encouraged that there are a lot of people who are indeed thinking deeply about the implications, mitigations, and solutions, including many bitcoin developers these are just my impressions and are definitely open to discussion and disagreement

Clarity Act deal is done! Potential timeline is as follows... Markup: week of May 11. Senate floor: June or July. Trump's desk: this summer. Genius Act passed at the cycle top. Clarity Act looks like it might pass at the cycle bottom. Stable coin yield took a hit in the compromise. But everything else from jurisdictional clarity, staking protections, defi safe harbors, to capital formation, is still in. Bullish!

Big Tech CapEx has reached unprecedented levels: The combined CapEx of Amazon, $AMZN, Google, $GOOG, Meta, $META, and Microsoft, $MSFT, is expected to surge +98% YoY, to a record $715 billion in 2026. This is nearly 3 TIMES the amount spent in 2024 and more than 5 TIMES 2023 levels. Amazon now expects CapEx to approach a record $200 billion this year. This is followed by Google and Microsoft which are both guiding $190 billion in CapEx for 2026. Meta has also raised its expectations by +$10 billion to $125-$145 billion. To put this differently, each company is projected to spend nearly as much in 2026 as they did in the previous 2 years combined, or more. The AI Revolution is set to accelerate.

BREAKING: Berkshire Hathaway announces its cash balance is now up to a record $397 billion. The company sold a net -$8.1 billion worth of stocks last quarter, marking its 14th-consecutive net quarterly sale.

Imagine holding $1.5 B in Spirit 11% senior secured bankruptcy restructure bonds… Then a year later find yourself with no cash and several aging airplanes you have to liquidate to try and recoup principle. Risk is mispriced Digital Credit resetting the cost of capital

Microsoft will no longer pay revenue to OpenAI and said its partnership with the firm will not be exclusive going forward. New agreement: • Microsoft will continue to have a license to OpenAI IP for models and products through 2032. Microsoft’s license will now be non-exclusive. • Microsoft will no longer pay a revenue share to OpenAI. • Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. • Microsoft remains OpenAI’s primary cloud partner, and OpenAI products will ship first on Azure, unless Microsoft cannot and chooses not to support the necessary capabilities. OpenAI can now serve all its products to customers across any cloud provider. • Microsoft continues to participate directly in OpenAI’s growth as a major shareholder.

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@wholemars @Tesla Sure, but the FSD could have been driving a little more on the left side and it would have been considerably safer by default

This one legitimately blew my mind. Tesla Self-Driving began slowing down for this pedestrian before he even walked out from between the cars. We didn’t see him at all. We were like “why is the car slowing?” Then he stepped out. This shit is superhuman. Indisputably

@SimplyBitcoin Community note requested: “JPMorgan did not file for or launch a spot Bitcoin ETF. It holds client positions in third-party Bitcoin ETFs (e.g., BlackRock’s IBIT) and has issued structured notes linked to them. No JPM-issued Bitcoin ETF exists.”

Jamie Dimon called Bitcoin a fraud in 2017. JPMorgan filed for a Bitcoin ETF in 2024. The fraud keeps getting bigger, and so does their position.

Major improvements to how the 2018 options are handled Wow, all the same time, and don't you tell the bears 🤣 Read below, only great news. Great job, @robyndenholm and @KathleeWT

I've just finished writing up my second contribution to the Bitcoin quantum debate. In this piece, titled 'Selling Satoshi's Stash', I address the topic of market impact assuming a quantum attacker sells the vulnerable P2PK coins. Bitcoin will be fine. newsletter.checkonchain.com/p/selling-sato…

Insane. So a 4 star admiral testifying to Congress now sounds like @adam3us. Boys and girls-btc is becoming embedded within US power infrastructure. Game over. Valued only at $1.5T. 65% less than @Apple. I'm not leaving. I'm not pivoting away from this space. It's early.

🚨 BREAKING: INDOPACOM COMMANDER ADMIRAL PAPARO TELLSENATE ARMED SERVICES: "BITCOIN IS A VALUABLE COMPUTER SCIENCE TOOL AS POWER PROJECTION" AND THAT "BITCOIN IS A REALITY, A PEER-TO-PEER, ZERO TRUST TRANSFER OF VALUE... THAT SUPPORTS INTERESTS OF THE UNITED STATES OF AMERICA"