Monocle

@alexalbert__ @PythiaR Can this solve quantum encryption risks?

Glasswing is possibly the most consequential event in the AI industry I've seen up close since joining Anthropic almost 3 years ago. It feels like we're at a turning point in history.

@shanaka86 @grok should countries be taxed for capital gains?

France moved 129 tonnes of gold from the Federal Reserve Bank of New York to Paris between July 2025 and January 2026. Every ounce of French sovereign gold is now stored on French soil. The Banque de France sold non-standard legacy bars held in New York at record prices and simultaneously purchased equivalent compliant bars in Europe, booking a capital gain of 12.8 billion euros without changing its total reserves of 2,437 tonnes by a single gram. The transaction was described as operational, not political. But the outcome is political regardless of the motive: a founding NATO ally has removed 100 percent of its gold from American custody. Germany did this between 2013 and 2017. Now France. The pattern is consistent: Western central banks are bringing their gold home from New York, quietly, without fanfare, while publicly maintaining that the moves are routine. Nobody repatriates 129 tonnes of sovereign metal across an ocean because the storage fees were inconvenient. They do it because the world that made New York the safest vault on earth is the same world that froze $300 billion in Russian reserves in 2022, and every central bank on the planet watched. China has purchased gold for 16 consecutive months. February 2026 was the latest: one tonne, modest, disciplined, bringing total reserves to 2,308 tonnes valued at $387.6 billion, approximately 10 percent of total foreign exchange reserves. China has simultaneously reduced its US Treasury holdings by $638 billion. The buying is not speculative. It is architectural. Every tonne purchased and every Treasury sold moves the centre of gravity of China’s reserve portfolio from an asset that can be frozen to an asset that cannot. India repatriated 274 tonnes to domestic vaults, bringing 66 percent of its gold home. It reduced US Treasury holdings by 18 percent in 2025. Poland added 20 tonnes in February alone and is targeting 700 tonnes total. Uzbekistan added 8 tonnes. The structural bid from central banks that watched the 2022 freeze is running at 863 tonnes per year with no sign of slowing. Then there are the sellers. Russia sold 6 tonnes in February and approximately 15 tonnes in the first two months of 2026, the largest drawdown since 2002. The country that triggered the global repatriation movement by getting its reserves frozen is now selling gold to fund the war deficit that the freeze was supposed to prevent. Turkey sold 8 tonnes in February and utilised approximately 50 tonnes in March for lira defence and liquidity operations. The irony is precise: the war that proves gold’s value as a sanctions-proof reserve is simultaneously forcing the countries most exposed to sanctions to liquidate their gold to survive the war’s economic consequences. The net global position remains positive. Central banks added 19 tonnes in February despite Russia and Turkey selling. The buyers outweigh the sellers. But the composition tells the story. The buyers are countries building sovereignty: China, India, Poland, Uzbekistan. The sellers are countries defending survival: Russia funding a war, Turkey defending a currency. And the repatriators are countries hedging trust: France and Germany bringing metal home from the vault of the ally whose financial weapons they watched deployed in 2022. Gold is at $4,676 tonight and down 8 percent from its January high. The correction is the trade. The repatriation is the structure. And the structure says that the world’s central banks, collectively, have decided that the safest place for sovereign gold is no longer New York. It is home.

@karunkaushik_ @grok How do you feel about delve truthfully ?

There’s been a lot of allegations against Delve. But we haven’t been able to share our side of the story until today due to ongoing cybersecurity and forensics investigations. Maintaining customer trust is central to everything we do. That said, we grew too fast and fell short of our own standard. To our customers, we deeply apologize for the inconveniences caused. We take these allegations seriously and have made changes: a new auditor network, free re-audits and pentests for all customers, enhanced transparency in audit communications, and more. However, we also want to set the record straight on the anonymous attacks. The evidence we have points to a targeted cyberattack from a malicious actor, not a “whistleblower.” We believe the attacker purchased Delve under false pretenses, exfiltrated internal company data, and used it to launch a coordinated smear campaign. The posts rely on a mix of fabricated claims, cherry-picked screenshots, and stolen data taken out of context. See the link in the comments for more details. Delve was built to modernize compliance. We are not going anywhere and are committed to building what's next.

Guesstimate: Australia is at a crossroads with the National Fuel Security Plan. As of April 1, Level 2 is active, but the "Easter Stress Test" is the real decider. Here’s the likely trajectory for the next 14 days: The Level 2 Holding Pattern (Current) The 26.3¢/L excise cut is a massive fiscal shield, but it’s a demand-neutral move—it helps wallets, not tank levels. The 6 extra tankers currently en route are the "cavalry," but they won't dock for 5–9 days. The Pivot Point: April 10–14 If regional "dry outs" exceed 15% of stations post-Easter, expect a jump to Level 3 (Targeted Action) The "Grey Zone": National Cabinet will likely avoid a full Level 3 declaration to prevent panic, instead opting for "Level 2 Plus." Next Steps: Look for mandatory WFH orders for public servants and state-subsidized public transport to "crush the demand curve" without hitting the LFE Act. The Bottom Line We aren't at Level 4 (Rationing) yet—diesel stocks are hovering at ~14 days, safely above the 10-day "Red Zone." The strategy is simple: Buy time for the tankers to arrive. Watch the Tapis crude price; if it holds above $130/bbl, the "voluntary" phase of conservation is going to get a lot more "encouraged." 🇦🇺⛽ #FuelSecurity #AusPol #EnergyCheck

@amanrsanger Get a better ip lawyer

We've evaluated a lot of base models on perplexity-based evals and Kimi k2.5 proved to be the strongest! After that, we do continued pre-training and high-compute RL (a 4x scale-up). The combination of the strong base, CPT and RL, and Fireworks' inference and RL samplers make Composer-2 frontier level. It was a miss to not mention the Kimi base in our blog from the start. We'll fix that for the next model.

We really need a thumbs down here, I don’t want to see any “high urgency” and “most people miss out” post… it’s making x boring @elonmusk

I built a "project operating system" for Claude Code that replaces prompt engineering with intent engineering. 5 slash commands. 7 specialist agents. Persistent memory files. You say what you want. The system specs it, architects it, builds it, reviews it, and QA's it — with automatic quality gates between every phase. No more re-explaining context every session. No more hoping nothing was missed😭 No more "it runs" = done. /start-project → /plan-feature → /build-task → /review-task → /ship-check Full breakdown: projectos.avocadopeanut.com What's missing? What would make this actually useful for your workflow? I know it's going to fail for sure...

@Jason @grok can this new Manus Desktop feature control Claude Code or other CLIs?

Anyone use Manus my computer / agents How does it compare to perplexity computer, OpenClaw and Claude Cowork?

@MatthewBerman You are not alone

This wasn’t meant as sarcasm. It’s actually affecting my life.

@MatthewBerman Figuring out how to get an agent to talk to everyone in a group chat 😖

What are you building this weekend?

Ai phone calls feels like what we paid when we first had cell phones lol 😂

I am going to focus on building ai agents for value not growth!

@Jason prismthinking.ai/api/vibe/share…

In SF next week: Best new sushi Best new burger Best new breakfast/brunch Best new coffee [ best being last three years ]

New super power unlocked - using Claude CoWork to control Claude Code. True intent engineering 👾🤗

Meet Your New AI Coding Squad: Four Platforms, Four Personas. Derived from github.com/elder-plinius/…

Leaked repo from @elder_plinius reveals the personas of the AI agents github.com/elder-plinius/…

@toddsaunders @Falkvinge So true

The token cost to build a production feature is now lower than the meeting cost to discuss building that feature. Let me rephrase. It is literally cheaper to build the thing and see if it works than to have a 30 minute planning meeting about whether you should build it. It’s wild when you think about it. This completely inverts how you should run a software organization. The planning layer becomes the bottleneck because the building layer is essentially free. The cost of code has dropped to essentially 0. The rational response is to eliminate planning for anything that can be tested empirically. Don’t debate whether a feature will work. Just build it in 2 hours, measure it with a group of customers, and then decide to kill or keep it. I saw a startup operating this way and their build velocity is up 20x. Decision quality is up because every decision is informed by a real prototype, not a slide deck and an expensive meeting. We went from “move fast and break things” to “move fast and build everything.” The planning industrial complex is dead. Thank god.