Nithin

@AnthropicAI You asked for it

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

$SPCX let's gooo

@TRLM @TheOneLanceB $205.46

🚀 Guess the SpaceX IPO Price SpaceX is set to go public on Friday, June 12. What's your guess for the official 4:00 pm closing price? Drop your prediction in the comments for a chance to win a Trillium swag bag. Good luck. 𝘙𝘶𝘭𝘦𝘴: 𝘖𝘯𝘦 𝘨𝘶𝘦𝘴𝘴 𝘱𝘦𝘳 𝘱𝘦𝘳𝘴𝘰𝘯. 𝘛𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘱𝘦𝘳𝘴𝘰𝘯 𝘵𝘰 𝘤𝘰𝘳𝘳𝘦𝘤𝘵𝘭𝘺 𝘨𝘶𝘦𝘴𝘴 𝘵𝘩𝘦 𝘤𝘭𝘰𝘴𝘪𝘯𝘨 𝘱𝘳𝘪𝘤𝘦 𝘸𝘪𝘯𝘴. 𝘐𝘧 𝘯𝘰 𝘰𝘯𝘦 𝘨𝘶𝘦𝘴𝘴𝘦𝘴 𝘵𝘩𝘦 𝘦𝘹𝘢𝘤𝘵 𝘱𝘳𝘪𝘤𝘦, 𝘵𝘩𝘦 𝘤𝘭𝘰𝘴𝘦𝘴𝘵 𝘨𝘶𝘦𝘴𝘴 𝘸𝘪𝘯𝘴. 𝘐𝘯 𝘵𝘩𝘦 𝘦𝘷𝘦𝘯𝘵 𝘰𝘧 𝘢 𝘵𝘪𝘦, 𝘵𝘩𝘦 𝘦𝘢𝘳𝘭𝘪𝘦𝘴𝘵 𝘴𝘶𝘣𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘴𝘦𝘭𝘦𝘤𝘵𝘦𝘥. 𝘋𝘦𝘢𝘥𝘭𝘪𝘯𝘦 𝘧𝘰𝘳 𝘨𝘶𝘦𝘴𝘴𝘦𝘴 11:59 𝘱𝘮 6/11/26.

@chamath Glorified @perplexity_ai ?

At this point every CEO should be asking what their strategy is to avoid model lock-in. If it isn’t clear what Anthropic is doing, it is: - build something amazing - decide who gets to use it after you prompt it if the prompt falls into areas they deem unacceptable by their sole standard To be clear this is completely above board and legal. It’s just an idiotic risk for corporate users to bear especially as the coding models become equivalent. The business continuity risk will become more obvious as companies accidentally trip over Anthropic’s ToS and have to decide if they will subsume their business viability to them by doubling down on Anthropic models or find open source (and, btw, much cheaper) alternatives where they are in control. As stated previously, get ready to be inundated with the term “control plane” which is the natural solution to this problem. Shameless plug - this is what 8090’s been building as we expected this moment to arrive… If you’d like to learn more: 8090.ai

Robinhood Securities is now approved to serve as an underwriter. Since IPO Access launched in 2021, we've watched retail go from an afterthought to a key part of how companies plan an IPO. The question changed from "why allocate to retail at all?" to "how big can the allocation be?" Becoming an underwriter, and not just a selling group member, is the natural next step to better serve our customers and our issuers. We intend to be disruptive in this space.

Late but $SNOW is gonna double from here

@firstadopter Ipo price was at $185. Still has room to go

Narrator: It did not work out

They are funding with cashflow to they are funding by diluting shares. Yikes!! $META $GOOGL

$SNDK was $1100 in May 🥲

$SNDK Sandisk was $235 at this time 🙃

2026 will be year of SRAM vs DRAM

@michaeljburry Too late to realize this...

Shorting is a world filled with slippery slopes and sand castles. The sand castles are real, and vulnerable, but the slippery slopes drive men insane and ultimately prevent most from being properly positioned when the castle is washed away.

@elonmusk Open source it

SpaceX has almost finished writing V1.0 of an in-house AI training stack in C that exact-maps to 220k GB300s with 800G NICs, making heavy use of pipeline parallelism and getting as close to bare metal as possible. The potential speed improvement vs JAX for large training runs is over an order of magnitude.

@coatuemgmt 👀

@AndrewDudum Even Nokia can raise money. It's about what shareholders think, not what your investors think.

Yesterday, we raised $350M from a wide range of high-caliber institutional investors who believe in the long-term vision of what we’re building. It was more than we set out to raise, and it tells me that the industry believes in the value of our model and the impact of our platform. Given the terms we received, it's clear that our investors are taking a high-conviction view of our strategy. This offering was designed to keep us flexible and is structured to minimize dilution, while giving us an efficient way to scale aggressively, interest-free, across strategic areas: global growth, infrastructure, and AI-power customer tools. All of that is how we’re positioning ourselves to keep growing this year and make progress towards our ambitious long-term targets. More than that, though, it is part of how we’ll help more people do a simple but life-changing thing: just feel great. investors.hims.com/news/news-deta…

@chamath Have no idea what you are flexing about

Use Claude they said. Upload your decks the said. Unleash all this productivity they said. But apparently, I first need to start a new chat, delete some of the deck and not exceed the maximum image count…just like my existing brain.

@dharmesh In the last 5 years you have sold $185 Million worth of stocks. Buying 10k shares is not building any confidence

BREAKING NEWS: HubSpot co-founder/CTO buys $1.8M of his own company's shares. Disclosure 1: Yes, I'm that guy. (And no, I'm not used to talking about myself in the third person -- will not make a habit of it). Disclosure 2: This is not investment advice. Please do not buy or sell $HUBS shares based on this. So, why am I sharing this and writing about it? Well, for one, at least in my little world, it's noteworthy. It's been a while since I've bought HubSpot shares (I think it was back in 2022). Also, instead of answering the common questions from friends, family and colleagues, I figured it would be easier and more efficient to just answer them just once, here. 1) Why buy more HubSpot shares? Simple. I'm a big believer in the long-term vision of HubSpot and the team driving it. 2) Why do this now? Hasn't the stock been falling? Yes, the share price has dropped considerably despite what was a pretty strong quarter (results reported publicly last week). We added 10,800 net new customers in the quarter (well above the expected range), growing to about 300,000. Revenue, as reported grew 20%+. 2) Why $1.8M? That's an odd number. I purchased 10,000 shares at whatever the market price was. 3) Isn't HubSpot going to get disrupted by AI and agents? I"m biased, but I don't think so. For AI agents in GTM (marketing/sales/service) to do their work they're going to need a platform that can provide the context they need and a work engine that can take action on their behalf. They need a customer platform they can *operate* to do what they need to do and drive outcomes. They're not going to reinvent/rewrite a CRM. They're way too smart for that (and getting smarter). They're going to use what's out there. They'll bias towards systems that have a great Agentic Experience -- not just a great User Experience. (HubSpot will have both. Headless is great, but we don't think completely humanless is a good idea). 4) I heard that others bought shares on the same day. True? Yes. Our fearless leader Yamini Rangan bought shares. Our board chair Lorrie Norrington bought shares too. 5) It's been almost 20 years since you started HubSpot, why don't you slow down a bit?! (That may or may not have been from my wife). :) Answer: I love HubSpot. I love what I do. I'm a builder at heart. I'm up 2am most nights learning, tinkering and building. There's never been a more exciting time to be a builder and to serve small and medium sized businesses. I think we are going to see *millions* of entrepreneurs start businesses leveraging the power of AI. HubSpot's mission is to help them grow better. If you have other questions, leave a reply. Can't promise to answer all of them because...laws and regulations, but I'll do what I can. Cheers.

@ramit Good one

@nithinness When does cutting wealthy people's taxes end?

"If you have billions and you argue against paying a slight marginal tax increase — you might be an asshole"

@SahilBloom Why?

My son is deep in the “why” phase right now. Something I’ve noticed is that it’s hard to go too deep down the “why” rabbit hole without ultimately arriving at something that sounds like God.

😂

@chamath So is it just a ci/cd software?

If your AI stack is single player, you’re driving into a brick wall. Our Software Factory is collaborative and multi-player at every stage and by design. As you build complex enterprise workflows, this is a P0.