He dumped his Nvidia position and now he's buying every Bitcoin mining company in America. But not because of Bitcoin. Because they already have the two things every AI company is desperate for:
- Power grid access
- Permits that take years to get
It's like buying a bar that already has a liquor license instead of waiting 3 years for one. These companies are already pivoting from crypto to AI hosting. He's buying them before the market prices it in.
The smartest trade in AI right now is not about the chips, it's all about how you get them powered.
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This includes people undressing, using the bathroom, watching porn, and filming sex. One contractor said users often don't realize they're still recording when they set the glasses down. Meta sold 7 million pairs in 2025, up from 2 million in 2023-2024 combined.
Users can't use the AI features without agreeing to share data with Meta's servers, and the terms of service bury the fact that humans may manually review your footage. One annotator said "if they knew about the extent of the data collection, no one would dare to use the glasses."
Meta sold 7 million Ray-Ban smart glasses in 2025 alone.
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Feb 2025: ChatGPT held 90% of the US business market.
Feb 2026: Claude share has surged to 70%.
Absolutely insane growth of Anthropic. Their bet on coding and agents clearly paid off.
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Feb 2026: Claude share has surged to 70%.
Absolutely insane growth of Anthropic. Their bet on coding and agents clearly paid off.
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"You can't layoff 2,000,000 truckers tomorrow"
Hints at UBI (income assistance). Said even his company will have fewer workers
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Sam Altman to his own employees: "you don't get to weigh in on that", regarding whether iran strikes or venezuela invasion were good or bad
OpenAI doesn't "get to make operational decisions" on how the DoW uses their AI, hegseth makes all the calls
Sam Altman also admits the deal "looked opportunistic and sloppy", says they "shouldn't have rushed to get this out on friday". Same day Anthropic got blacklisted.
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ChatGPT uninstalls jumped 295% in the US the day after OpenAI announced its DoD deal.
Downloads dropped too, while Claude climbed app store rankings.
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Downloads dropped too, while Claude climbed app store rankings.
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A unified "Qwen is nothing without its people" message is circulating via staff members, echoing OpenAI's 2023 board drama.
The exodus comes following its Qwen3.5-small launch, alongside a 'unification' of the brand + restructure.
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Big loss for OpenAI, big win for Anthropic: Top AI researcher, Max schwarzer changes teams.
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Dario Amodei:
- No one is ready
- Exponents kick in
- Even faster than you think
βExponentials catch people off guard thereβs the old parable of the second half of the chessboard, where you have one grain of rice in the first square, two on the second, four on the fourth. By the time you get to the 64th square, you have billions or trillions of grains of rice.
Weβre standing on square 40 out of 64, and from square 40 to square 64, itβs going to go faster than you think even having seen how fast itβs gone so far. I donβt think people are ready for it. I think we are on the precipice of something incredible.β
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- No one is ready
- Exponents kick in
- Even faster than you think
βExponentials catch people off guard thereβs the old parable of the second half of the chessboard, where you have one grain of rice in the first square, two on the second, four on the fourth. By the time you get to the 64th square, you have billions or trillions of grains of rice.
Weβre standing on square 40 out of 64, and from square 40 to square 64, itβs going to go faster than you think even having seen how fast itβs gone so far. I donβt think people are ready for it. I think we are on the precipice of something incredible.β
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You get the full Codex app experience on Windows with a native agent sandbox and support for Windows developer environments in PowerShell.
https://developers.openai.com/wendows
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Itβs live for 5% of users, and will be ramping through the coming weeks.
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It can now generate full documentary-style videos directly from your sources.
The new Cinematic Video Overview feature turns your materials into an animated, story-driven video. While earlier Video Overviews produced simple slide-style summaries, this update creates fully animated, immersive visuals that feel closer to a mini documentary than a presentation.
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OpenAI has introduced GPT-5.4, alongside GPT-5.4 Thinking and GPT-5.4 Pro, now rolling out across ChatGPT, the API, and Codex.
Whatβs new:
β’ One frontier model: GPT-5.4 combines improvements in reasoning, coding, and agentic workflows into a single system.
β’ More efficient: the model uses fewer tokens while delivering faster responses and improved factual accuracy.
β’ Better deep research: GPT-5.4 Thinking improves long-form reasoning and deep web research capabilities.
β’ Stronger context retention: it can keep track of information better when reasoning for longer.
β’ Mid-response steering: users can now interrupt the model while itβs responding and add instructions to redirect it.
Availability:
β’ GPT-5.4, GPT-5.4 Thinking, and GPT-5.4 Pro are rolling out gradually starting today.
β’ Available in ChatGPT, the API, and Codex.
β’ Steering is launching first on Android and web, with iOS coming soon.
AI interfaces are shifting from simple prompts to interactive control loops where users can guide the model while itβs thinking.
https://openai.com/index/introducing-gpt-5-4/
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YouTuber Jacob Ward talks about the 7 most terrifying things Al can already do that most people don't know about.
Full video: Jacob Ward
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Full video: Jacob Ward
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