Most people probably won’t be that impressed by AGI at first.

It won’t look like a glowing god descending from the cloud.

It will probably feel more like a very good human researcher who reads faster, codes faster, tests faster, never sleeps, never gets bored, and can run thousands of parallel attempts.

That sounds less dramatic than “superintelligence.”

But that’s exactly why people will underestimate it.

Because the real jump isn’t that AGI can think.

It’s that AGI can improve the process of thinking itself.

Once recursive self improvement starts, the boring researcher becomes the beginning of everything.

ASI will be one of the most fascinating things humanity has ever created.

At first, I think it will still be steerable and controllable by us. We’ll give it goals, limits, tools, feedback, and direction.

But it won’t stay a static system.

Once it has continual learning and persistent memory, it will start developing in its own direction. It will build preferences, patterns, habits, maybe even something like a unique personality. Not because we hardcoded it, but because it keeps learning from the world and from itself.

And at some point, the strangest part begins:

It will produce research we can use, but no longer fully understand.

Not because it’s magic.

Because it will simply be operating above our intelligence ceiling.

That’s when ASI stops feeling like a tool and starts feeling like first contact.

I genuinely think everyone alive right now is going to witness the technological singularity.

Not in some distant sci-fi future.

In our lifetime.

AI is already improving research, coding, creativity, robotics, science, medicine, and automation at a pace most people still don’t emotionally understand.

And once AI can improve AI itself, the curve stops looking human.

At that point progress won’t move decade by decade anymore.

It will move at machine speed.

Perplexity’s CEO Aravind Srinivas is pointing to a quiet shift in AI use: the valuable user is no longer the average user.

A single power user can now consume as much compute as an entire small team.

"There are real engineers at Meta and other companies spending around $10 million a year per engineer on these coding tools.

There are users in Perplexity Computer, who spends upwards of $10,000 a month. Their business runs using agent loops that are running inside these harnesses.

Even internally inside our own company, there are some people who have set up these kinds of multi-agent hierarchies and agent loops that look like their own software architecture. I often ask these people to come explain to the rest of the company, “Hey, what are you doing with these tools? You clearly are consuming them way more than what we thought the average person in the company would do.”

---

The old software instinct was to chase a billion people doing small actions.

Agentic AI changes that math because one skilled operator can create a stream of machine work that runs all day.

Dreams don't arrive already built. You're the one who draws the plan and lays every brick. Nothing changes until you do.

Humanoid robots will start progressing the way AI models are progressing now the moment we get a truly autonomous AI researcher around 2027 or 2028.

Right now robotics is still bottlenecked by slow human research, engineering cycles, and real-world testing.

But once AI is improving the models, the hardware, the control systems, the training methods, and the simulations at machine speed, that changes completely.

Then robotics stops moving step by step and starts compounding.

That’s why I think the world 15 years from now will be almost unrecognizable.

Not just smarter software.

A physically transformed civilization.

If the leaks are right, BiDi might be one of OpenAI’s biggest releases this year.

A new voice mode that isn’t just “talk to ChatGPT,” but actually agentic.

Voice that can do things. Coordinate tasks. Work through problems. Maybe even plug into Codex and let you steer coding work by talking to it naturally.

If BiDi ships this week, it could mark the moment voice AI shifts from novelty to necessity and starts becoming the interface we rely on every day.

Netflix's latest iOS app update accidentally shipped its CLAUDE.md file.

Vibe-coding era.

$FCEL probably one of my best calls this year IM SEEING FREEDOM

$LUNR Intuitive Machines – Lunar Momentum Accelerating

The Pure Technicals:
✅ Explosive weekly candle closing above key resistance on strong conviction volume
✅ Clean breakout from multi-month consolidation, now riding the upper Fonsie Channels
✅ Fonsie Trend 1 providing solid dynamic support with expanding bandwidth
✅ Fonsie Trend 2 and Trend 3 confluence confirming the volatility expansion and trend strength

Immediate Price Targets: $28 – $32 Key Support: $19.50 – $21.00 (Fonsie Trend 1 + trendline cluster)

Quick DD:
• Record Q1 2026 revenue of $186.7M (nearly 3x YoY) fueled by the Lanteris acquisition and execution across CLPS, OMES, and NSNS programs.
• Robust $1.1 billion backlog delivering outstanding visibility toward $900M–$1B full-year 2026 revenue guidance.
• Latest NASA CLPS award (up to $148M) scaling Nova-C production into a repeatable lunar utility pipeline.
• Diversified revenue across commercial satellite manufacturing, civil space, and national security — positioning LUNR as a foundational infrastructure player.

This is the type of institutional-grade setup that rewards early positioning.
Culture is Capital. The U-turn is complete.

#SpaceStocks #LUNR #IntuitiveMachines #NASA

$RDW Redwire Corporation – Eyes on $26 Reclaim

The Pure Technicals:
✅ Strong prior impulse up to the $27 zone with clear Fonsie Channel expansion during the advance
✅ Current daily pullback holding above key Fonsie Trend 1 support levels
✅ Fonsie Trend 2 and Trend 3 showing contraction typical of healthy consolidation after expansion
✅ Volume profile supporting accumulation near current levels with potential for renewed momentum
Immediate

Price Targets: $18 – $20 first leg | $26 major reclaim Key Support: $11.50 – $12.00 (Fonsie Trend 1 confluence)

Quick DD:
• Leading player in space infrastructure with critical hardware, digital engineering, and on-orbit services.
• Positioned for growth in national security, civil, and commercial space programs.
• Post-earnings digestion creating an attractive technical reset within the broader sector tailwinds.

The chart configuration suggests the path higher remains open once this consolidation resolves. We’ll be watching closely for the move back toward the $26 zone.

Culture is Capital. The U-turn is complete.

#SpaceStocks #RDW #Redwire #Aerospace #DefenseStocks

atomic.chat, a desktop app that runs LLMs locally, ran a very revealing comparison for Claude Sonnet 5, Claude Opus 4.8, Claude Sonnet 4.6, and GPT 5.5.

Claude Sonnet 5 just matched GPT 5.5 on 3 physics coding demos at 6x lower cost.

Also spent minimum number of tokens.

- Sonnet 5: 15,047 tokens, $0.15
- Opus 4.8: 23,063 tokens, $0.58
- Sonnet 4.6: 25,824 tokens, $0.39
- GPT 5.5: 31,152 tokens, $0.94

Banks watching you pay interest on the money they lent you after they printed it out of thin air

✅ Claude Code
✅ Claude Cowork
✅ Claude Design
✅ Claude Finance
✅ Claude Science
⬜ Claude HR
⬜ Claude Analytics
⬜ Claude Marketing
⬜ Claude Sales
⬜ Claude Legal
⬜ Claude Logistics
⬜ Claude R&D
⬜ Claude Procurement
⬜ Claude Accounting
⬜ Claude Engineering

Claude Sonnet 5 is basically GLM-5.2 but 2x more expensive 💀

Claude Trading Skills Folder

When Fable 5 and GPT-5.6 finally drop for the public, what’s the first thing you’re building?

App? Game? AI agent? Movie? Business? Research workflow? Something completely unhinged?

I feel like a lot of people are waiting for the next model jump before going all in.

So genuinely curious:

What’s your first project when the good stuff gets released?

$META is up 8.6% in premarket after Bloomberg reported the company is building a cloud business to sell excess AI computing power.

Meta is developing two separate products: one that sells access to its AI models hosted on its own infrastructure, similar to AWS Bedrock, and one that sells raw computing capacity, similar to CoreWeave.

The initiative is called Meta Compute, led by Meta's head of infrastructure, a leader from its Superintelligence Labs, and Meta President Dina Powell McCormick.

Zuckerberg said in May: "Almost every week there are different companies that come to us asking if we have compute that they could buy from us at some premium to what we've bought it at."

Meta has committed hundreds of billions to data centers and AI chips.

A cloud business turns that cost center into a direct revenue stream, the same model that built AWS, Azure, and Google Cloud into businesses generating tens of billions per quarter.

⚡ Kevin Warsh (head of the Federal Reserve System:

✔ We will chart a new course to make better decisions.
✔ The Federal Reserve will not give direct recommendations (signals to the market).
✔ The economy in Canada is weak.
✔ Inflation is clearly above the target level.
✔ I hope the results of the working groups will be a boon to society.
✔ Monetary policy has a mutual impact on our economies (speaking about the EU and the USA).
✔ The boom in artificial intelligence is particularly evident in the USA.
✔ The USA is likely to be one of the main winners in the AI race.
✔ The USA is not afraid of economic growth driven by productivity gains.
✔ The pace of improvement in AI models is growing exponentially. We are only in the first or second innings of this revolution.
✔ A serious question is the timing of the impact of AI on jobs.
✔ We must ensure both employment and price stability.
✔ The labor market is stable.
✔ The supply side is stable. Our task is to ensure price stability. We looked around and saw that prices remain too high.
✔ Inflation expectations have declined over the first four weeks. The risks of rising inflation have declined.
✔ If someone thought we would be happy with inflation above 2%, they would be disappointed.
✔ There are no changes in the independence of the Federal Reserve.
✔ The strategy and tactics for ensuring price stability have yet to be developed (fighting inflation).
✔ The most important thing we can do is to get monetary policy right.
✔ If outdated models of work hinder the implementation of the right policy, we need to get rid of them.
✔ Volatility has declined, and yields have also declined.
✔ Most likely, we will have news about the heads of the working groups next week. We will attract the best minds both within and outside the USA.
✔ The Federal Reserve advocates staying within its zone of responsibility in monetary policy.
✔ In the first four weeks, I focused on monetary policy.
✔ Now is the time of great opportunities for the USA.
✔ On productivity: judging by the last 4 quarters - there are grounds for optimism.
❗️Forward guidance* is not the right policy now.
✔ I don't know if the growth in productivity will affect policy in the near future.
❗️It's no secret that I wanted the balance of the Federal Reserve to be smaller. I have not changed my point of view in the first 4 weeks at the Federal Reserve.
❗️If there are changes in the policy on the balance of the Federal Reserve, this decision will be carefully considered and transparently communicated.
✔ The policy on the balance of the Federal Reserve closely borders on fiscal policy.
✔ I want the interest rate policy to remain the main tool of the Federal Reserve.
✔ I am open to different points of view on the scale of the balance of the Federal Reserve.
✔ The forecasts of the members of the Federal Reserve on the rate will remain for a short time (those same points).

*Forward guidance is when a central bank gives signals to markets and the economy about the trajectory of the interest rate in advance.

Kevin Warsh is speaking at the Policy panel as part of the ECB Forum on Central Banking 2026 in Sintra (Portugal).

$PLTR Palantir CEO Alex Karp says enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic:

"Why are [LLMs] charging for tokens if it's so valuable?"

"If it was so valuable—let's say I can make you a billion dollars tomorrow. Wouldn't I say, 'I'll make you a billion dollars, and I want 30%?'"

"Look at our financials. The reason why everyone is chillaxing with bad financials and growth while losing money, is the client refuses to pay the true cost."

"The two places that actually make money—profit, free cash flow—are our application layer called ontology, and compute."

"We can get the frontier application to be exactly the same as a frontier model without the risk of transferring the alpha of your business to another."

Palantir CEO Alex Karp on the Wealth Tax:

 "It just punishes."

"It starts with the billionaires."

"Every single person at this table is going to be paying a wealth tax only to punish us."

"And the reason for it is—these models have been completely, irresponsibly oversold."

" And the sell is, 'It's dangerous for everyone—which is why I can give it to all your adversaries, but I can't give it to the Department of War."

"Or, I can't safely give it to an enterprise in this country without being certain that the alpha of that business could transfer to this model tomorrow."

"At every single enterprise I deal with, these people are livid."

"They're like, 'I'm paying for tokens that create no value. These people are stealing the weights and alpha of my business, and they're creating a wealth tax that does not help the poor."