$BB at $9.41 today.

Roadmap:

• $17/share ($10B) = +81%
• $43/share ($25B) = +357%
• $85/share ($50B) = +803%
• $171/share ($100B) = +1,717%
• $427/share ($250B) = +4,438%
• $853/share ($500B) = +8,966%
• $1,706/share ($1T) = +18,033%

Happy monday everyone 🫡

A 23-person company now runs on 1 founder and a team of AI agents that never ask for a raise.

He gave them names. Meet Nolan, head of content.

1 human types a task into a chatbot. Nolan reads it. He hands it to 1 of his 7 sub-agents to finish.

That’s the whole team.

Above Nolan sits a chief agent. The executives prompt the chief. He splits the job across every department head, then merges the answers into 1 reply.

Employees skip the chief. They talk straight to their department head by chatbot, or by voice. You can call Nolan and he answers like a person.

The onboarding doc shows 7 example use cases. A new hire is running the whole system in 1 afternoon.

No salaries. No PTO. No 1:1s. No Slack drama.

The entire company fits on 1 screen.

This is what an org chart looks like when the staff never sleep.

3 levels separate the people typing prompts from the ones who make AI work while they sleep.

Level 1 is ChatGPT. You ask, it answers. It can’t see your calendar, your inbox, your money. It waits for you. That’s 99% of people.

Level 2 is the workflow. You tell it: pull these 10 articles, summarize them, draft the post, run at 8 AM. It follows your path every day. No hands.

But it’s still dumb. Ask 1 thing off-script and it breaks. A human writes every rule.

Level 3 is the agent. The jump is 1 sentence:

You delete yourself.

The AI stops following your steps and starts choosing them. It reasons. It picks the tool. It grades its own work. It rewrites the bad draft 6 times until it’s good. While you sleep.

That’s the whole game. Workflow means you still work. Agent means the work works.

The people quietly pulling $10,000 a month online didn’t learn to code. They learned to remove themselves from the loop.

A workflow needs a boss. An agent is the boss.

🚨 NOW: Coinbase CEO Brian Armstrong predicts demand for AI is near infinite, but expects 80% of workloads to run on 99% cheaper models within 12–18 months.

He adds that energy and compute will be the limiting factor.

Evolution Toward a Multi-Planetary Civilization

Everyone is talking about AI.

Very few understand where AI is actually heading.

The future isn't chatbots.

It's Agentic AI. 🚀

Systems that can:

👀 Perceive information
🧠 Reason through problems
📋 Plan multi-step tasks
⚡ Take actions autonomously
📚 Learn from feedback
🔄 Improve over time

The evolution looks like this:
AI Models → GenAI → AI Agents → Agentic AI

And each step adds a new layer of capability:
• Memory
• Tool use
• Planning
• Orchestration
• Multi-agent collaboration
• Self-improvement
• Long-term autonomy

The biggest shift happening right now:

We're moving from AI that answers questions...

to AI that completes objectives.

The winners of the next decade won't be the people with the best prompts.

They'll be the people who know how to design systems that can:
→ Think
→ Act
→ Learn
→ Scale

That's the foundation behind the next generation of AI products, copilots, and autonomous businesses.

Coming soon: one of history’s most complex missions

As a reminder, this will be a demonstration mission of docking in low Earth orbit between Orion and the HLS of SpaceX and Blue Origin.

The Goldman Sachs prediction model for the FIFA World Cup is out:

🇪🇸 Spain: 26%
🇫🇷 France: 19%
🇦🇷 Argentina: 14%
🇧🇷 Brazil: 8%
🏴󠁧󠁢󠁥󠁮󠁧󠁿England: 5%

Goldman Sachs has predicted Spain to win the 2026 World Cup using probabilities.

github.com/ddm7018/Elo

Goldman Sachs' World Cup prediction is based on an ELO model using nearly 20,000 international matches since 1978, plus factors like scoring ability, recent form, geography, and historical performance.

github.com/ModelOriented/EloML

$VIX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Nebius $NBIS commits £1.7B to expand the UK AI cloud infrastructure footprint across four distinct data center sites.

Powered by Nvidia $NVDA Blackwell Ultra systems, the full stack facilities scale capacity to 65MW by 2027 to serve clients like Revolut.

$AMD just announced plans to invest up to £2 Billion in the United Kingdom 🇬🇧 over the next 5 years

"to accelerate AI innovation and research and expand access to the compute resources needed for long-term economic growth and scientific leadership across the country."

Physicists found a mathematical exit inside a black hole — and the math says it leads somewhere else. 🕳️

Elon Musk:

“In ten years, we'll have a mass driver on the Moon”

Amazon $AMZN signs a multiyear, multibillion dollar agreement with Corning $GLW to secure optical fiber pipelines for U.S. data centers.

The massive supply deal creates 1,000 advanced manufacturing jobs across North Carolina facilities to bolster domestic hardware production.

BofA Securities maintains a Buy rating on Nebius Group $NBIS and raises the price target to $280 from $240.

Analyst Tal Liani points to accelerating AI cloud momentum to justify the bullish target revision.

$IPFX: Quantum Space, a Leading Space Defense and Orbital Mobility Company, to Go Public via Merger with Inflection Point Acquisition Corp. VI

Quantum Space, a company building the next generation of advanced maneuverable spacecraft to disrupt the orbital economy, and Inflection Point Acquisition Corp VI, a special purpose acquisition company, today announced that they have entered into a definitive business combination agreement (the “Business Combination Agreement”), under which Quantum Space will become a publicly traded company.

Quantum Space was co-founded by Dr. Kam Ghaffarian, the Company’s Executive Chairman and a visionary entrepreneur and co-founder of commercial space and energy companies.

The Company is led by CEO Jim Bridenstine, a former NASA Administrator, naval aviator, and member of Congress.

Creates a pure-play national security space company and accelerates production of Ranger, a maneuver-first spacecraft platform purpose-built for multi-orbit operations.

Supports a deepening pipeline of national security and commercial missions, including existing contracts with the U.S. Space Force and Air Force Research Laboratory, active proposals with the Department of War and DARPA, and award eligibility under the Space Force's $6.2B Andromeda IDIQ vehicle.

Transaction includes an initial $300M PIPE investment anchored by Inflection Point.

Pre-money equity value of approximately $600M and a post-transaction equity value of approximately $1.2B

Remember when people were posting "this one prompt replaces a McKinsey consultant"?

McKinsey published an 8-page guide teaching Fortune 500 companies how to replace 60% of their dev teams with AI agent factories.

They weren't the ones getting replaced. They were studying the replacement playbook the entire time.

The article lays out a 24-hour sprint model. Humans work 8 hours during the day reviewing outputs, setting guardrails, aligning priorities. AI agents execute the other 16 hours overnight. Requirements, architecture, code, testing. All automated.

The team composition chart tells the real story. Old model: product owner, business analyst, tech lead, 6 engineers, 2 testers. Ten people. New model: product owner, tech lead, one AI-enabled engineer. Three people.

Business analysts gone. Testers gone. Five out of six engineers gone. Not "reassigned." Removed from the org chart entirely.

The article calls it "productivity gains" and "team resizing." The diagrams call it what it is. 100 FTEs down to 60. 200 person-years of work compressed into 100. And McKinsey is selling this transformation as a service.

The people who survive this shift aren't the ones writing the best code. They're the ones who can think clearly enough to direct the agents that write it.

Leading companies are moving from two-week sprint cycles to a daily rhythm that combines human judgment with overnight agent execution.

The opportunity now is how organizations use the capacity those agent-enabled workflows create. mck.co/3Q0yqpt