William Lau

Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate. These proposed changes are intended to stabilize price, dampen cyclicality, drive liquidity, and grow demand.

BREAKING: Merz, Starmer, Macron and Meloni issue joint announcement in Paris saying they’re sending a naval mission to the Hormuz Strait to protect freedom of navigation 🇩🇪🇬🇧🇫🇷🇮🇹

i gave Grok 4.3 beta an absolutely psychotic eval and it passed conflicting records, stale CRM data, signed docs with higher precedence, prompt injection buried in the exhibits, timezone conversions, holiday-aware SLA math, annual-prepay revenue normalization, ARR, weighted gross margin, exact JSON output, and a launch recommendation that had to be correct under policy constraints Grok got all of it right that is an insane level of composure for a beta model

Something big has changed at Giga Texas with Cybercab production … ~ 14 in the outbound lot WITHOUT STEERING WHEELS! Earlier this week, the production line has begun what we are all waiting for and I would expect to see many more starting on Monday, 4/20 🤠 A big step forward!

Anthropic IPO valuation: $850B Samsung valuation: $800B Anthropic revenue: $30b. Samsung revenue: $230b.

Best was working with such a great team of AI hardware & software engineers! It was more fun than going to parties on Saturdays by far. Least awesome was that we had to make several design concessions to move fast, but were able to finish tapeout 45 days ahead of schedule. AI6 with LPDDR6 memory addresses those design concessions and has many new great ideas. It will deliver a true doubling of performance over AI5 in the same half reticle size using the Samsung 2nm fab in Texas. AI6.5 will further improve performance using TSMC 2nm in Arizona. Note, both chips have ~half of the TRIP AI computation accelerators dedicated to SRAM, so effective memory bandwidth is an order of magnitude greater than DRAM bandwidth for any calculations in SRAM cache.