DDI Capital

🚨 Google has sounded the quantum alarm 🚨 Today, they released groundbreaking progress towards breaking crypto using a quantum computer. TLDR - Existing cryptography is dead. Mempool attacks are real. We must migrate to post-quantum now. Thread 🧵

BREAKING: US February PPI inflation rises to 3.4%, above expectations of 2.9%. Core PPI inflation rises to 3.9%, above expectations of 3.7%. Core PPI inflation is at its highest since February 2023 and this data does not include the Iran war. Rate cuts are being priced-out.

What a generational waste of time, energy, and attention

SAYLOR ISSUES WARNING TO BITCOIN COMMUNITY: "IF BITCOIN WENT TO $10 MILLION DOLLARS TOMORROW I WANT YOU TO THINK ABOUT HOW YOU'D FEEL."

Tom Lee called $3k ETH "cheap" and predicted a run to $62,000. Today, that high-conviction bet is down a massive $6 billion. Save this video to track the biggest heavy bag in crypto history.

Folks. Can I explain something about world models? Seems like today might be a good day for that. Advances in large-scale “world models” — whether developed by partners like Google or others — materially expand the frontier of interactive content creation. These models can generate high-quality, interactive, video-like experiences from natural language or minimal input. Today, they are primarily editable through prompting, which limits the level of determinism and precision required for production-grade game mechanics. As a result, their outputs remain probabilistic and non-deterministic, making them unsuitable on their own for games that require consistent, repeatable player experiences. Rather than viewing this as a risk, we see it as a powerful accelerator. Video-based generation is exactly the type of input our Agentic AI workflows are designed to leverage—translating rich visual output into initial game scenes that can then be refined with the deterministic systems Unity developers use today. Our agents already generate high-quality scenes from static video. Interactive, camera-controllable video from world models would further enhance this pipeline and materially improve the fidelity and speed of early-stage content creation. We believe this represents a meaningful step forward for AI-driven development across the industry. Unity’s role is to operationalize these advances. Outputs from world models are ingested into Unity’s real-time engine, where they are converted into structured, deterministic, and fully controllable simulations. Within Unity, creators define physics, gameplay logic, networking, monetization, and live-operations systems to ensure consistent behavior across devices and sessions. This combination enables developers to move faster from concept to scalable product: AI accelerates environment and asset generation, while Unity provides the execution layer that transforms generated content into reliable, monetizable experiences. As a result, world models expand content supply and reduce development friction, while Unity remains the system of record for runtime, distribution, and long-term operations. This dynamic broadens Unity’s addressable market and reinforces its central role in the interactive ecosystem.

The Amazon layoffs are pretty ugly. People are finding out they’re gone in pieces: • access half-working • calendars erased before conversations happen • leaders disappearing mid-day • inboxes visible but locked • work still paging after roles are dead This isn’t performance-based. Profitable teams were hit. Top performers were hit. Entire management layers are gone while systems kept running like nothing changed. WTF? Timing isn’t random either: • The cuts happened just before major vesting windows. • Remote and non-hub workers were basically wiped out first. • Some are being nudged into relocation choices... I've spoken with parents on approved leave. I've spoken with new hires barely unpacked. I've spoken with managers learning they’re gone by checking their own calendars. The survivors aren’t relieved either... so many are already looking for another job. Probably much to Amazon's chagrin. This is what efficiency looks like in practice: maximum silence, minimum explanation, zero accountability. If you still think this is about trimming due to covid over-hiring, or H1Bs... you’re missing the point. This is structural - and corporates are full steam ahead in their revolution.

The S&P 500 just hit 7000 for the FIRST TIME EVER. AMERICA IS BACK!!! 🇺🇸