Rads

@BlueThunderReal looks fun

After beating LEGO Batman Legacy of the Dark Knight, I can confidently say that this is the best open world Gotham we've had in gaming. Here's everything you can do while out in the open world! thanks wb for the early code

@rileybrown yea

Agree.

@SemiAnalysis_ good read

Cerebras — Faster Tokens Please OpenAI and AWS Partnerships, Tokenomics Explainer, Architecture Deep Dive, Datacenter Ramp, Technical Roadmap READ NOW: newsletter.semianalysis.com/p/cerebras-fas…

@SFGiants We hitting dingers !

Back-to-back from the bottom of the order 🤯

@patrick_oshag Excited

Tomorrow… Krishna Rao, the CFO of Anthropic, in his first podcast appearance

@PitchingNinja 😤

Paul Skenes had a 67.50 ERA after his first start. His ERA this season now is: 1.98. Career ERA is: 1.97. And, he hasn't walked a batter in a month (April 13)

@Rixhabh__ pretty good

This guy used AI to put himself in Game of Thrones and fix everything

@amitisinvesting Good recap

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: 1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-Iran peace talks stalling. The market is basically saying AI earnings momentum is more important than geopolitical risk right now. The PHLX Semiconductor Index rose 2.6%, with semis now comprising 17% of the S&P 500. 2. The optical networking trade continues to gain momentum. $LITE Lumentum surged after being added to the Nasdaq 100, while peers like $COHR Coherent and $GLW Corning also benefited from the AI data center connectivity theme. This is becoming one of the clearest “picks and shovels” trades in AI infrastructure. $LITE Lumentum’s move matters because the market is realizing AI is not just about GPUs. It is also about optical transceivers, lasers, fiber, switches, power, cooling, copper, glass, and every bottleneck inside the data center stack. The AI trade is expanding from chips into the entire physical infrastructure layer. 3. $TSLA Tesla was in focus after the White House invited Elon Musk, alongside more than a dozen top U.S. executives, to join President Trump’s trip to China this week. The delegation includes Apple’s Tim Cook, and BlackRock’s Larry Fink with other executives from Goldman Sachs, Cisco, Mastercard, Citi, Meta, Micron, and more. The trip is expected to focus on U.S.-China trade and investment, potential Boeing aircraft purchases, agriculture, energy, and possibly extending the rare earths truce, making Musk’s inclusion important given Tesla’s exposure to China manufacturing, demand, and supply chains. Jensen Huang $NVDA and Lisa Su $AMD were not invited as per Reuters. 4. Oil jumped again as the U.S.-Iran situation remained unresolved, with Brent crude moving above $104 and the Strait of Hormuz risk still hanging over the market. This is the main bear case investors are watching: if oil keeps rising, inflation expectations can come back and pressure the Fed. CPI will be reported tomorrow with expectations of a 3.7% print, the highest in 2.5 years. 5. Per Jeffries: "47% of semis/hardware stocks are screening overbought on 14-day RSI (high was 70% in Dec '23, 66% on April 24) as of Friday's close. The SOX is now 60% above its 200-day moving average, a level not seen since March 2000 and July 1995." 6. Earnings season continues to come in strong. Reuters reported that 440 S&P 500 companies $SPX have reported, with 83% beating estimates and Q1 earnings growth now projected at 28.6% year-over-year. That is why the market keeps absorbing bad macro headlines. 7. $CBRS Cerebras increased its planned IPO price range as investor demand for AI chip exposure remains extremely strong. The company is now looking to sell 30 million shares at $150 to $160 each, potentially raising up to $4.8 billion. The AI IPO window is officially open again. 8. $CRCL Circle reported a 20% increase in quarterly revenue and reserve income to $694 million, helped by rising demand for USDC during a volatile period. USDC circulation grew 28% year-over-year to $77 billion, showing that stablecoins are becoming a bigger part of the financial infrastructure story. 9. The most traded options today were $TSLA with 5.5M contracts, $NVDA with 4.8M, $MU with 1.1M, $INTC with 1.0M, $AAPL with 1.0M, $NOK with 886K, $META with 637K, $AMZN with 621K, $MSFT with 591K, and $AMD with 514K. 10. $HIMS Hims & Hers reported Q1 revenue of $608M, up 4% YoY, with subscribers growing 9% YoY to nearly 2.6M. The company raised full-year 2026 revenue guidance to $2.8B-$3.0B, but profitability moved lower as gross margin fell to 65% from 73%, net loss was $92M, and adjusted EBITDA declined to $44M from $91M last year. Management said 2026 is a “defining year” as the company expands branded GLP-1 offerings, international markets, diagnostics, and technology infrastructure. 11. $ASTS AST SpaceMobile reported Q1 revenue of $14.7M and said it remains on track for full-year 2026 revenue guidance of $150M-$200M. The bigger story is deployment: BlueBird 8, 9, and 10 are expected to launch in mid-June, BlueBird 11 through 33 are already in advanced production, and the company is targeting roughly 45 satellites in orbit during 2026. ASTS also received FCC authorization for commercial SpaceMobile service in the U.S., hit 98.9 Mbps peak data speeds from an in-orbit satellite to an unmodified smartphone, and ended the quarter with about $3.5B in cash 12. China is also in focus ahead of a Trump-Xi summit, with Chinese stocks $BABA $KWEB $JD hitting an 11-year high and the yuan reaching a three-year peak. Investors are watching whether the U.S. and China could coordinate around trade, Iran, and global supply chains. I used to do these recaps a year ago...have gotten a bit busy but looking to bring them back...would people like them at the end of the day? I use AI to help summarize the events but the real time (around 30-40 min daily) comes in curating the best headlines and including the relevant details. Happy to start it again if people want it back! WALL STREET IS THE GREATEST SHOW ON EARTH.

@InvestLikeBest Great episode

Brian Chesky built Airbnb into a company worth over $80 billion, with nearly $1 of every $1,000 spent in the world going through the platform. Here are the operating principles and lessons we liked most from this conversation: 1/ The more time you spend on recruiting, the less time you have to spend on management. 2/ There's no way to fail if you're making what you love. 3/ Simplicity is not removing things. Simplicity is distilling something so fundamentally that you understand its essence. 4/ Founders are not visionaries. We're expeditionaries. We only call it visions later. 5/ Your first employee should be a recruiter, not an engineer. They help you get everyone else. 6/ It's better to have a monopoly of a tiny market than a small share of a big market. 7/ Start really hands-on and let go over time. Give ground grudgingly. 8/ The two types of people that will not survive the age of AI: pure people managers, and people that don't want to change and evolve. 9/ Don't focus on winning. Focus on perfecting the inputs. 10/ How you do anything is how you do everything. 11/ It's better to have 100 people love you than a million people sort of like you. 12/ The longer a company is run by founders in founder mode, the more it can let go and anyone can run it. 13. Technology is a synonym for change. If you're in the change industry, you need to be in founder mode more of the time. 14/ Don't focus on who you want to be. Focus on what you want to do. 15/ Make the problem as small as possible. Get to product market fit, then scale. 16/ Start with the results and work backwards to the people. Don't start with the resume. 17/ AI shifts our attention from consumption to creation. 18/ Adulation is like a cup with a hole at the bottom. You keep filling it in, thinking it's love, except it just keeps coming out the bottom. 19/ You can't get in shape in one day. It's about 1% better every single day. 20/ If you can change your body, you can change your life. 21/ The biggest gift you can give somebody is to believe in them. 22/ AI founder mode is going to be even more intense than founder mode. You're in significantly more details. 23/ The eleven-star experience is an exercise in the absurd. You keep pushing to go so absurd that suddenly six or seven stars doesn't seem crazy at all. 24/ An artist is an artist when they make it for themselves and they don't try to make something successful. 25/ You figure out the ideas through the act of writing.

Really enjoyed this @InvestLikeBest episode ! Brian has a great mentality, some of my takeaways: 🔑 keep moving, and something I continuously tell my chatbots, keep it simple ✅ 🔑 Remember what makes you great, and how you got there ! 🔑The best is yet to come ! 🔑 Exercise creativity, AI can empower that ! 🚀 Give it a listen ! youtu.be/eURcW5_uS60?si…

@KingofJUCO Need the full video breakdown

You won’t believe who’s on the kayak lmaooo

@rileybrown super cool

Here's my favorite Codex Skill i've created (This is very specific to my workflow, not sure how useful you guys will think it is) /todo allows me to organize all the tasks my agents do along with the documents it creates and deep links to the session it was created. I post all my skills here @chorusskills

@PavlovicNBCS Some epic late inning blasts !

The Patrick Bailey trade is official. The Giants move on from a 26-year-old who is the only catcher in franchise history with two Gold Glove Awards and had some insane late-game hits, but also had a wRC+ of 72 over four seasons. Bailey was also about to hit arbitration.

@higgsfield “CLI” would love to give this a whirl

Higgsfield CLI generates content from the terminal with no code needed. Pair with Claude Code, Codex, OpenCode, and other agents. Set it up once and it runs automatically.

$200 FREE CREDIT! We just launched our inference platform for beta testing, and we're giving it to the community first. ⭐ Star SGLang on GitHub (github.com/sgl-project/sg…) + repost this to claim your credits. → Limited spots, first come first serve → Deadline: May 13, 2025 (AoE) Every star, every issue filed, every PR reviewed, every question answered in Slack — You built this with us. Thank you for believing in open-source AI infrastructure, in our mission, and in us. Claim your credits: platform.radixark.com

@AdamSchefter dang

Former 49ers free-agent WR Jauan Jennings and the Minnesota Vikings reached agreement today on a one-year deal worth up to $13 million, per his agent Drew Rosenhaus.

@RocketLab @anduriltech @DeptofWar cool cool

We're partnering with @anduriltech to deliver commercial speed and innovation to hypersonics tech development for the @deptofwar. With Anduril tech on multiple HASTE launches, we're working together to deliver Mach 5 capabilities and beyond for future defense missions. First mission launching within 12 months.

@rileybrown @learn2vibe @Firebase 🚀🚀🚀

Vibe Coding with Codex - Complete Guide Build a Web App, Desktop App & iOS App with Codex + GPT‑5.5 (No Coding Needed, Beginner Friendly) In this video you will learn: > Vibe Coding Basics + Vocab > How to build a web app using Codex > Add db, auth + storage with @Firebase > Github Basics > Add AI Features (API's) > Deploy to internet (@vercel) > Convert Web App into Desktop app & iOS App Chapters 00:00 Intro 01:12 Setting up Codex 01:57 The basics of Vibe Coding and Codex 02:20 Projects, Files, App 03:45 Example App - Microsoft Paint 04:25 Running app locally 06:39 Save My Code - Use Github 10:37 Quick Review before building app 12:24 Building a web app - The Prompt 15:32 Creating Web App Project 16:34 Explaining Firebase (Database, Storage, Auth) 18:42 Setting up Firebase Project 22:54 Prompting Codex to build our app 24:49 Inspect Element - Console 26:24 Verify Data being Stored in Database 27:51 Making Changes to App 31:29 Fixing Storage Permissions with Codex 32:20 GPT API - Adding AI to our app 36:20 Making more changes using screenshots 39:02 Queuing vs Steering 40:23 Deploying our app to Vercel (App on Internet) 43:09 Convert web app to desktop app and iOS app 47:15 Web App and Desktop App work Now 48:36 Now let's run the iOS app 50:27 All three apps work! 51:11 Making Changes to iOS app 52:51 Testing agent skill feature of our app 53:55 Summary of what we did

@claudeai @bcherny @SpaceX Okay !

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

@NousResearch @HeyGen Okay !

Your Hermes Agent can now build full videos with the official HyperFrames skill by @HeyGen HyperFrames videos are HTML-native, so your agent has total control over the final output Video made entirely by Hermes using the HyperFrames skill