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CEOs walking into work after realizing that the AI tokens are going to cost more than the employees they fired

Here's my assessment of what's going on inside Goldman and Morgan Stanley right about now around the $SPCX IPO. 1) The math isn't mathing for institutional investors to participate at $135/sh in the size they need them to. Research is being heavily pressured by banking to get more aggressive on their estimates/teach-in materials to try to make valuation make sense. It's not working. The biggest brass across the firms are now getting involved - Jamie Dimon & David Solomon are taking meetings - it's all hands on deck. 2) Accordingly, the bookrunners are increasing the % of the deal allocated to retail to 30%. Remember, it's the banks buying the shares from the company and if their largest institutional relationships aren't biting in the size they need them to - they have to find demand somewhere else they're going to be on the hook for the delta between $135/sh and wherever the stock trades multiplied by the number of shares left in inventory. Find the demand - whoever and whatever it takes. 3) Banks are also pressuring the index providers to create forced buying as well across a ton of indices and their associated products. This has worked in some places and hasn't in others (credit to S&P for their backbone here). This will create a large amount of demand but I don't know the math here relative to the float coming public - if anyone has seen smart math here please share. All and all, this is going to be a fascinating IPO to watch but I have next to zero interest in participating - I suspect I'm in the majority here.

Jensen Huang, CEO of Nvidia: "Every engineer is going to have and manage hundreds of agents." The most valuable engineering skill of 2026 is not taught in any university. No CS program teaches harness engineering. No bootcamp teaches agent memory architecture. No degree prepares you to build systems that survive production. One builder mapped the entire thing out — free, step by step, no degree required. This is the roadmap ↓ Bookmark this for the weekend.

Google is raising $80 billion of equity a week before SpaceX is trying to raise $75 billion a few months before Anthropic and OpenAI are trying to raise $100 billion from investors and you’re laughing??? This is a cataclysmic exit liquidity avalanche

SpaceX IPO liquidity exiting Bitcoin right now

Anthropic engineer: "You're not supposed to prompt Claude. You're supposed to build a system that prompts itself." this is one of the best workflows I've seen in a long time in this video she breaks down exactly how most people are using Claude: - the 14% you lose to CLAUDE.md before typing a word - the automation workflows most users don't know exist - the daily task pipelines that run without touching the keyboard - the daily workflows Anthropic's own engineers automated first if you've been using Claude for more than a month and never left the chat window, you've been using one agent when you could be running a team of them instead of another show tonight, watch this make sure to bookmark it before it gets lost in your feed the guide is in the article below

Jensen Huang (CEO of Nvidia) : “Every engineer is going to have and manage 100s of agents” The future of work is managing and building ai agents This builder gave out the entire roadmap to become a 100x ai engineer in 2026 Bookmark this for the weekend

it is the single most clever move Elon ever pulled off

the anthropic claude for finance lecture is the best free hour in quant AI right now. bookmark & watch today. It's the most valuable 1 hour in quant AI right now. Then read article below.

> be Andrej Karpathy > born in Slovakia, move to Canada at 15 > start coding at 15. instantly obsessed > become YouTube famous... for Rubik's cube tutorials > get PhD at Stanford under Fei-Fei Li > co-found this tiny startup called OpenAI > Elon calls you "arguably #2 in computer vision in the world" > go build Tesla Autopilot for 5 years > leave. come back to OpenAI. leave again > coin the term "vibe coding" casually in a tweet > it ends up in the New York Times > build an AI education company > 9.3M people watch your next move Today he joined Anthropic to lead pretraining research. The man never stops.

Me watching two Anthropic engineers for 24 minutes and realizing I've been using Claude Code like a monkey

Anthropic's own team just showed how to actually use Claude Code properly. 30 minutes. Free. From the person who created it. You've been using Claude Code for months without knowing 40 of its commands. This fixes that tonight. Worth more than every $500 course you almost bought. Bookmark it. So that you don't this, and watch today. Follow @codewithimanshu for more high-signal content that actually moves your career forward.

Instead of watching Netflix tonight. Spend a day mastering Claude here: claude101.com → Level 1 - 24 min: The basics. Claude For Dummies: ruben.substack.com/p/claude-for-d… Claude Setup: how-to-claude.ai → Level 2 - 1 hour: Real workflows. Claude Cowork: claude-co.work Claude for teams: how-claude.team Claude Design: claudedesign.free Cowork + Projects: ruben.substack.com/p/claude-cowor… Claude for slides: how-to-gamma.ai Claude Skills: claude-skills.free → Level 3 - 3.5 hours: The pro moves. Avoid sycophancy: ruben.substack.com/p/i-love-to-be… Claude Code: claudecode.free Claude 101: anthropic.skilljar.com/claude-101 Stop hitting Claude limits: ruben.substack.com/p/how-to-stop-… Stop Prompting: ruben.substack.com/p/stop-prompti… → Level 4 - 8 hours: Expert mode. Claude Computer: ruben.substack.com/p/claude-compu… Build with Claude API: anthropic.skilljar.com/claude-with-th… Pro tip: Don't binge it. Do one level per sitting. Actually apply each guide before moving to the next

Singapore's Foreign Minister published the architecture for his "second brain for a diplomat" yesterday. Architecture diagrams, design rationale, the works. A developer-style writeup of his own system. It runs on a Raspberry Pi. It connects to his WhatsApp and Gmail, transcribes voice notes locally, ingests speeches and articles, and builds up a knowledge graph over time. It answers questions, drafts speeches, condenses information. He says he doesn't dare switch it off. What @VivianBala built is one-of-one. There's no other setup like it. But what he built it from isn't. He composed four open-source pieces: - @NanoClaw_AI , the agent framework: github.com/qwibitai/nanoc… - Mnemon, the persistent memory layer: github.com/mnemon-dev/mne… - OneCLI, the credential proxy that keeps API keys out of the containers: github.com/onecli/onecli - The LLM Wiki pattern by Andrej Karpathy, the synthesis approach: x.com/karpathy/statu… None of them are his. The composition is his. And then he published the composition: gist.github.com/VivianBalakris… He didn't keep it internal as Singapore's edge. He didn't spin it into a product. He didn't gatekeep. He wrote it up and put it on GitHub. There are tens of thousands of doctors, lawyers, researchers, investors, and operators building one-of-one setups for themselves right now. Some simpler than Vivian's, some more elaborate. The impulse will be to sit on it. Treat it as your edge. Think about what product or company you could spin out of it. Resist that impulse. Vivian put it directly: "The diplomat who learns to work with AI will have a meaningful edge. I think that edge is now." The specific thing Vivian composed will be obsolete in months. His real edge isn't the system. It's his ability to build it. Being plugged in, up to speed, able to cut through the noise and connect the right pieces into something that brings real value. Sharing the blueprint doesn't give that away. It amplifies it. You become a beacon. Other people working on the same things find you. They share what they're building, suggest improvements, point at things you didn't know existed. You learn faster. You stay in the center of where things are happening. Publishing isn't giving away your edge. It's doubling down on it.

Anthropic And OpenAI engineers leaked the prompting technique that separates beginners from experts. It's called "Socratic prompting" and it's insanely simple. Instead of telling the AI what to do, you ask it questions. My output quality: 5.2/10 → 9.6/10 Here's how it works:

me seeing Claude users automate entire businesses pulling $10k, $50k, $100k months while I'm still writing prompts by hand and someone dropped a full 4 hour guide on how they do it my reaction:

The Single Biggest Lesson for Emerging Managers: "Liquidity windows open and close. When they are open, take advantage of them. Even your winners, you should be selling 20%-30%. Your job is to return money. DPI is math." What is your single biggest piece of advice to emerging managers @honam @chadbyers @NWischoff @infoarbitrage @rrhoover @TurnerNovak @packyM

Our Stock Hit Rock Bottom and I Felt Relieved... "Going back to the earnings call on Monday, the stock went down to 70 and I had a feeling of relief. A $3.7BN market cap. We had $1.5BN in the bank, cash, no debt. So the enterprise value is 2 billion. We have $1.3BN ARR, so it's like 1.5x multiple. What the market is saying to me is the company's worth zero. Okay, fine. Now I need to build." @zzeran What do you know now about controlling emotions tied to stock price that you wish you had known when you went public @zoink @klarnaseb @arielcoco @jeffiel @levie @drewhouston @taavet @LuisvonAhn @bhalligan

If you’re building AI agents in 2026, start here.

Read this text from Volodymyr Kukharenko to understand the everyday life of Ukrainian people: I have not been on vacation for four years. I have had no business trips to establish new connections. Currently, I live and work about 70% of the time without electricity. I had to buy batteries. On average, every two weeks I wake up in the middle of the night to explosions. My children have spent hundreds of days sleeping outside their own beds. Some of my friends have been killed; others are on the front line. Some members of my team joined the army, and one of them was wounded. I’ve seen hundreds of videos and photos of destroyed homes, murdered people, torture and executions, and children’s funerals. I may end up in trenches myself. Do I want the war to end? Of course I do. Much more than you — believe me. So why don’t I support the “peace plan” Trump is pushing? Because one does not have to be a genius to understand that this plan would bring only a short pause before a much bigger war. If no one but Ukraine uses force to stop Putin, why would he stop? He will come up with another excuse for why his army must move further. And if he knows that neither the U.S. nor the EU will intervene, what will stop him? I often hear the argument: “I just want people to stop dying.” I want that too — far more than you —b ecause I am one of those people. But if Ukraine withdraws without a fight from the cities in Donbas that it has fortified for years, why do you think that will save lives? About 300,000 people live there. They will either have to flee or stay and undergo “filtration,” which means many will be tortured and executed. Men will be forcibly drafted into the Russian army. And then that army will march further, forcing Ukrainians to kill Ukrainians. Tell me — how does that save lives? It also means the Russian army will gain the ability to bomb territories that are currently safe. The war will not end. Ukraine will simply lose its fortress cities without a fight. Those who “just want to go home to their families” and support this idea will eventually find themselves fighting again — this time in even worse conditions. And who says that if they go home, they won’t be quietly taken in the middle of the night and simply disappear? That would be the most logical thing for Russia to do if it takes over. Genocide is the only way to break a nation’s spirit. In the 1990s, they killed 25% of the Chechen nation. They killed millions of Ukrainians before. They killed in Bucha and Izium in 2022, and in other occupied cities — you can find the photos if you want. Why do you think they won’t repeat it? There is nothing that would protect us from this scenario. That is why there is absolutely no reason for me to support this plan. We need peace — not the horrors of occupation.