"Iran suspends memorandum of understanding with the United States"

Short traders:

Dario Amodei just described a future where revolution becomes physically impossible.

Amodei: “You’re supposed to follow orders, but if something crazy enough happened, the soldiers would say, I’m not gonna do that.”

Every check on power in human history came down to one thing.

The people holding the weapons could refuse to use them.

That refusal is not a flaw in the system. It IS the system.

The entire architecture of human freedom is built on a single biological fact… that soldiers have a conscience.

Amodei: “What if you have an army of 10 million drones instead of 10 million human soldiers?”

Remove the conscience and every structure built on top of it collapses.

No refusal. No mutiny. No revolution. No ceiling on power.

Not temporarily. Permanently.

And every institution on earth understands this. Which is why the response hasn’t been to prevent autonomous weapons.

It’s been to control who gets to build the intelligence behind them.

That’s what model bans are. That’s what export controls are. Not safety policy. Power consolidation disguised as caution.

And the result is the opposite of what they intended.

Every restriction slows the people playing by the rules while adversaries who answer to nobody sprint ahead unchecked.

The harder Washington squeezes, the wider the gap grows between what America builds and what its competitors deploy without a single committee meeting.

Which creates an irony so brutal it’s almost poetic.

The more aggressively governments try to lock down frontier AI, the stronger the incentive for labs to simply stop asking permission and drop their most powerful models open source before the regulatory window closes forever.

And once those weights are open, no executive order on earth can pull them back.

Amodei: “I think if we handle this wrongly, you could have a situation where there’s a very small number of people, or one person, who has their hand on the button and controls those 10 million drones.”

The institutions telling you AI must be centralized “for your protection” are constructing the exact infrastructure he’s warning about.

Restricted access. Consolidated control. One hand on the button.

They’re not preventing the nightmare. They’re building it and writing their name on the door.

Amodei: “We don’t want to make companies more powerful than the government, but we also don’t want to make government so powerful that it can’t be stopped.”

Nobody in power ever quotes the second half of that sentence.

But here’s what every institution scrambling to lock this down keeps missing.

They’re running the nuclear playbook on a technology that breaks every rule nuclear followed.

Nuclear required nation-state resources. This fits on a hard drive.

Nuclear had a supply chain you could choke. This one multiplies the moment you squeeze.

Open weights are already out. The barrier to entry is collapsing.

And every attempt to centralize this technology accelerates the exact decentralization they’re trying to prevent.

The question was never whether this power would exist.

It was whether you’d need permission to use it.

For the first time in history, you don’t

Photo of the day from Russia

The attacks on Wildberries warehouses appear far more serious than they might initially appear.

Wildberries in Russia has long ceased to be a simple marketplace. The company's aggressive and successful development has led it to a stage where it has become a significant part of the country's everyday economic infrastructure. This includes hundreds of thousands of sellers, pickup point owners, logisticians, and other dependents. For many of them, Wildberries is their primary source of income.

Enormous amounts of money from small and medium-sized businesses accumulate within the confines of this empire. And besides the money, often almost the entire infrastructure. Imagine the horror of losing inventory, logistics, and the ability to operate normally in a single blow. No one will be able to cover these losses. And when I talk about scale, I'm talking about over a million sellers, the majority of whom are small and medium-sized businesses.

Most importantly, such attacks create tension in the sector that is the most difficult for the state to control. Oil, banking, and defense have long been effectively controlled, but dealing with thousands of sellers, employees, and customers is much more difficult.

Yes, these aren't blows to the core of the Russian economy. But they are significant enough that many Russians will feel their impact. And not just on television, but in their own pockets.

Such an operation won't change the course of the war. But it does increase tension in Russian society, which is a favorable backdrop for Ukraine.

Nobody can manipulate a guy who studies patterns instead of words.

When a guy realizes he’s being studied and not supported it gets fun 💯

Dario and Sam watching Moonshot AI release an open source model that costs 90% less

Life starts to feel a lot better when you realize that not everything is a zero sum game

For you to win, it is not required that someone else must lose

And the people who tend to end up the wealthiest are amazing at creating win-win situations for everyone around them

The key is to surround yourself with as many of these people as possible, and win alongside with them over long periods of time

Anthropic employees realizing what the K3 model release means for their equity stake

They’re all multi-millionaires at this point anyway - I’d hope they find ways to cope 😂

Moonshot just dropped Kimi K3. Open weights.

2.8 trillion parameters. 1 million tokens of context. 6.3x faster decoding on million-token runs.

Most people read that as a spec sheet. It's a permission slip.

Long-horizon agents + self-evolving workflows + a context window that holds your whole project - that's the secret. The loop stops forgetting what it did yesterday.

9 out of 10 builders still run agents that lose the plot after twenty minutes. This is the fix, and it costs nothing.

Quant from Jane Street ran it as one loop overnight.

⚡️ +12 energy nodes. Operation "Crimean Switch: OFF," against the backdrop of fleet decline, has not been canceled.

83 "Ilyich Candles" from July 1st to 18th.

As part of the ongoing Unmanned Systems Forces (SBS) operation in Crimea and the temporarily occupied territories, 83 energy nodes located deep within enemy operational territory were successively struck by SBS drones between July 1st and 18th.

In the last 72 hours, 12 of them were hit:

🔥 110 kV "Koktebel" Power Station, Shchebetivka, Autonomous Republic of Crimea – 1st SBS Operational Center.

🔥 110 kV "Kertchenska" Substation, Kerch, Autonomous Republic of Crimea – 1st SBS Operational Center.

🔥 "Kuban-Crimea" Power Transfer Point, Glazivka, Autonomous Republic of Crimea – 413th SBS Unit "Raid".

🔥 220 kV "Azovska" Substation, Mariupol, Donetsk Region – "Phoenix" Drone Group.

🔥 220 kV "Komysh-Buroun" Substation, Kerch, Autonomous Republic of Crimea – 1st SBS Operational Center.

🔥 220 kV "Chronomorska" Substation, Vulkanivka, Autonomous Republic of Crimea – 9th "Kairos" Battalion, 414th SBS Brigade "Birds of Madyar".

🔥 Electrical substation, Kadiivka, Luhansk region – 20th SBS Brigade “K-2”.

🔥 Electrical substation, Solidarne, Luhansk region – 20th SBS Brigade “K-2”.

🔥 Electrical substation, Hrechychkyne, Luhansk region – 20th SBS Brigade “K-2”.

🔥 Electrical substation, Yasynivka, Donetsk region – 2nd Battalion “Wormbusters”, 414th SBS Brigade “Birds of Madyar”.

🔥 Electrical substation, Komyssarivka, Luhansk region – 20th SBS Brigade “K-2”.

🔥 Electrical substation, Havrylivka Drukha, Kherson region – 20th SBS Brigade “K-2”.

We will hold firm.

Moscow will fall.

The cracks in Russia's economic alliances are widening into canyons. Kazakhstan has officially banned all imports of Russian wheat, delivering a massive economic blow to the Kremlin from within its own trade bloc.

The strategic consequences of Astana's decision:

The Death of EAEU Unity: Both nations belong to the Eurasian Economic Union, designed to ensure the free flow of goods. Kazakhstan breaking the rules to blockade Russian grain proves the bloc is functionally fractured under the weight of regional instability.

Choking the Transit Route: Russia is facing a massive grain surplus and desperately needs Kazakhstan’s rail infrastructure to smuggle and export wheat to Central Asia, Iran, and China. This ban effectively bottlenecks Russia’s agricultural escape route to the East.

Economic Self-Preservation: Moscow’s heavily discounted, sanctioned wheat was cannibalizing Kazakhstan's domestic market. Astana chose to protect its own economy rather than bail out Putin's war-torn finances.

First Beijing freezes the gas pipelines, now Central Asian allies block the grain corridors. Russia is learning the hard way that a vulnerable, isolated petro-state has no real friends—only neighbors protecting their own interests.

‼️‼️🇺🇲🇮🇷 The US Air Force has resumed attacks on regions in southern Iran.

At this moment, strikes are being carried out on the port city of Bandar Abbas and military facilities in the surrounding area.

🇺🇦22:45 | 18/07

Approximate flight routes of our UAVs:

🔴 Red arrows — directions of strike UAV movement;

According to Russian sources, around 300 drones were reported, though these estimates and the displayed routes remain highly approximate.