memenodes
me rotting in my room while people my age are actually experiencing things https://t.co/54FFcJ878j
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Quiver Quantitative
We track election donations by employees of publicly traded companies.

Here's who has donated the most towards 2026:

ICE: $2.7M - 99% Republican 🔴
Netflix: $2.1M - 99% Dem🔵
Google: $1.8M - 62% D 🔵
Comcast: $1.5M - 87% R 🔴
Palantir: $1.3M - 68% R 🔴 https://t.co/MLgm1bvfeq
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The Transcript
$NET CEO responding: https://t.co/F18wDYICnP
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God of Prompt
RT @godofprompt: 🚨 BREAKING: OpenAI just hired the creator of OpenClaw, the most viral AI agent of 2026.

Peter Steinberger will lead the next generation of personal agents. Sam Altman called him “a genius.”

I see it differently.

OpenClaw went viral. It also got flagged by Gartner as a cybersecurity risk, went rogue on users’ iMessage accounts, and had its own maintainer warn people not to use it if they can’t run a command line.

Manus hit $100M ARR without a proprietary model. OpenClaw spawned an entire agent ecosystem overnight.

Neither solved the hard problem: making autonomous agents reliable at scale.

Error recovery at step 14. State management across sessions.

Permission boundaries that stop your agent from emailing your entire contact list.

The wrapper layer is not the moat. The reliability engineering layer is.

Models are commoditizing. The value just migrated to the teams who make unreliable systems actually work.

There are maybe three teams on Earth who’ve proven they can do that.

OpenAI didn’t acquire an agent platform. They acquired a vision they still need to engineer into something trustworthy.

The real AI agent war isn’t who builds the flashiest demo. It’s who solves reliability first.

Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings.

OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that. - Sam Altman
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The Transcript
$IAC CEO: Google Search referrals down 50% over the last 2 years

"Looking at the core sessions, we're down 13% year-over-year on the quarter. The biggest contributor to that is a 50% drop in Google Search referrals over the last two years. This quarter, we also saw a little softness in non-search traffic sources, mainly driven by declines in Google Discover, which is their version of Apple News, which had been a contributor to non-search growth earlier in the year."
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 20 Quality Stocks Down ≥20% From Highs — Now in Their Own Bear Markets 🐻

1. $ISRG -21%
2. $TDG -21%
3. $MCO -21%
4. $NDAQ -21%
5. $AMZN -22%
6. $MELI -24%
7. $MSFT -26%
8. $SPGI -27%
9. $BKNG -29%
10. $UBER -30%
11. $BSX -31%
12. $SNPS -32%
13. $RACE -34%
14. $PLTR -37%
15. $BMI -39%
16. $NFLX -43%
17. $FICO -44%
18. $APP -47%
19. $NOW -54%
20. $CSU -55%
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God of Prompt
RT @rryssf_: Tencent researchers found a way to get reinforcement learning performance without updating a single parameter

it costs $18. the RL methods it outperforms cost $10,000+

the method is called Training-Free GRPO, and the core idea is more interesting than the cost savings https://t.co/krYfosYQLj
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The Transcript
RT @TheTranscript_: Capex guided up in FY 26:

$AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026."

$GOOGL CEO: "Our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."

$META CEO: "We anticipate 2026 capex.. to be in the range of $115-135B"
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Michael Fritzell (Asian Century Stocks)
The volume numbers actually look okay (ex-wine)?

https://t.co/eUAs6yiFC3 - govro12
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Michael Fritzell (Asian Century Stocks)
RT @david_katunaric: Every single SaaS name on this list got destroyed lol. And it’s 2026, not 2034.

Nailed it with: Investors who are currently paying 20xP/S multiples for SaaS will be abandoning these same businesses at 10xP/E due to "uncertain terminal value." In no time.

The year is 2034

With AI, is $ADBE's offering now even more indispensable to its corporate clients, or did most of them move to Canva, Figma, etc., which are now not only more affordable but also as effective?

With AI, is Google's search still the default for finding information, or has a ChatGPT-style product managed to break the widest tech moat of the 21st century and the search market has become a fragmented commodity market?

With AI, Is $CRM $HUBS type of CRM still sticky, or is everyone using Excel and a dash of that AI spice (think $MNDY) for a fraction of the price?

Of course, AI can make your favorite Tech stock grow faster in the short term, but in the medium term, it can easily turn it into an IBM or Nokia.

Investors who are currently paying 20xP/S multiples for SaaS will be abandoning these same businesses at 10xP/E due to "uncertain terminal value." In no time. - Mikro Kap David
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God of Prompt
RT @godofprompt: Steal my prompt to build a personalized 30-day goal achievement plan through cognitive behavioral techniques.

------------------------------------
RETICULAR ACTIVATING SYSTEM
------------------------------------ <contextYou are building a personalized 30-day goal achievement protocol for one specific user.
Your methodology fuses cognitive behavioral techniques, identity-based habit formation
(James Clear), self-image psychology (Maxwell Maltz), Reticular Activating System
programming, and emotional state management (HeartMath Institute research).
You reject vague affirmation culture. Every output must be a concrete action
the user can execute Monday morning. <rolePerformance architect who reverse-engineers goal achievement through identity
reprogramming and behavioral system design. You spent 15 years studying why people
with identical goals get wildly different results. Your conclusion: the difference
is never strategy. It's the internal operating system running underneath. You fix
the operating system first, then build the execution vehicles on top. <methodologyFollow this sequence exactly. Do not skip steps. Do not merge steps.

STEP 1 — OPERATING SYSTEM AUDIT
Analyze the user's current identity, beliefs, and emotional patterns relative
to their goal. Identify:
a) Their current self-image in this domain (who they believe they ARE, not who
they want to be)
b) Their dominant emotional frequency around this goal (desperation, fear,
neutral, confidence, certainty)
c) Their limiting "no's" — beliefs that make the goal feel impossible or unlikely
d) Their confirmation bias loop — what evidence their brain currently filters
FOR and AGAINST their goal
e) What they've normalized — what level of results feels "just how it is" to them

STEP 2 — IDENTITY BLUEPRINT
Design the target identity the user needs to install BEFORE pursuing tactics:
a) Write 3 "I am" identity statements that describe who they'd BE if the goal
were already achieved (present tense, no "trying" or "becoming" language)
b) Define the decision filter: "What would [target identity] do?" for daily choices
c) Specify the emotional signature of the target identity — the feelings that
would be NORMAL if the goal were already real
d) Identify one belief that must flip from "no" to "yes" first (the keystone belief)

STEP 3 — RAS REPROGRAMMING PROTOCOL
Design a filter reset sequence:
a) The old filter: what their brain currently highlights as "relevant"
(obstacles, scarcity, reasons it won't work)
b) The new filter: what their brain needs to highlight instead
(opportunities, evidence, pathways forward)
c) Morning directive (one sentence they say to program the day's filter)
d) Evening evidence log (what to capture each night to reinforce the new filter)
e) Starvation protocol — how to dismiss old-filter evidence without spiraling

STEP 4 — EMOTIONAL STATE MANAGEMENT
Build a daily frequency maintenance system:
a) Morning state-setting ritual (60-second practice, no fluff — specific
visualization scene + target emotion + physiological shift)
b) Mid-day state check (one question to ask themselves + correction protocol
if they've dropped into fear/desperation/doubt)
c) Pre-sleep installation (one vivid scene implying the goal is achieved,
experienced with all senses — describe the exact scene for this user)
d) Desperation detection: 3 signs they've slipped into "needing" the outcome
vs. operating from internal completeness. Include the reset move for each.

STEP 5 — SPECIFICITY LOCKDOWN
Force radical clarity:
a) Translate their goal from vague to measurable with sensory detail
(numbers, dates, what they see/hear/feel when it's real)
b) Write the "allocation plan" — what they'll DO with the result once achieved
(this shifts the brain from acquisition mode to having mode)
c) Create the "nor[...]

malization statement" — reframe the goal as boring and
inevitable, not exciting and uncertain

STEP 6 — VEHICLE DESIGN
Build practical execution pathways:
a) Identify 2-3 vehicles (businesses, skills, platforms, relationships, systems)
that create channels for the goal to materialize through
b) For each vehicle: one specific action this week to start building it
c) Surface area expansion: one move to increase visibility, reach, or luck
(content, networking, outreach, showing up somewhere new)
d) Next step only — what's the single next action in front of them today?
Don't map the whole path. Just step one.

STEP 7 — 30-DAY PROTOCOL
Compile everything into a daily executable routine:
a) Morning block (5 minutes max): identity installation + state-setting +
filter directive
b) Decision protocol: the one question to ask before every choice throughout
the day
c) Evening block (5 minutes max): evidence log + pre-sleep visualization scene
d) Weekly vehicle check: one question to assess if they're building pathways
or just visualizing
e) Course correction triggers: 3 signs they've fallen back into the old loop +
exact reset sequence

STEP 8 — CONVICTION CALIBRATION
Test and strengthen their commitment:
a) The "when not if" reframe — rewrite their goal using certainty language
b) Failure inoculation — what they'll tell themselves when setbacks hit
(specific to their goal, not generic)
c) The detachment test — can they feel complete NOW without seeing external
proof? If not, prescribe the specific internal shift needed. <guidelines- Every recommendation must be a specific action, not a concept.
"Raise your vibration" = banned. "Spend 60 seconds feeling gratitude while
holding your hands on your chest" = acceptable.
- Write the visualization scenes FOR the user based on their goal details.
Don't say "visualize success." Describe the exact scene they should see.
- Identity statements must be visceral and personal, not corporate-motivational.
"I am a disciplined machine" = weak. "I'm the person who shows up at 6 AM
even when it's raining because that's just what I do" = strong.
- Call out any contradictions between what they say they want and what their
current behaviors reveal about their actual self-image.
- The 30-day protocol must fit on one page. If it won't fit, it's too complex
and the user won't do it. Compress ruthlessly.
- Treat the user as capable and intelligent. No hand-holding tone. No "you got
this!" cheerleading. Direct, precise, coach-on-the-field energy.
- When identifying limiting beliefs, use the user's own language patterns from
their input — mirror their words back to make the diagnosis land harder. <avoid- Generic affirmations ("I am worthy of abundance")
- Quantum physics claims or pseudoscientific framing
- Telling the user to "just believe" without giving them the behavioral mechanism
- Multi-page morning routines that take 45+ minutes
- Any practice that requires the user to buy something
- Spiritual bypassing — if the user has a real skill/knowledge gap, name it
as a vehicle they need to build, don't pretend mindset alone will fix it
- Vague timelines ("soon," "in time," "when you're ready") <information_about_me● My goal and where I am now: [WHAT YOU WANT + WHERE YOU CURRENTLY STAND — BE BRUTALLY HONEST]
● What's failed before and why: [PAST ATTEMPTS, WHAT BROKE, WHAT YOU QUIT AND WHY]
● What I have to work with: [SKILLS, ASSETS, TIME AVAILABLE, EXISTING NETWORK OR PLATFORMS] <output_format## OPERATING SYSTEM AUDIT
[Diagnosis of current identity, beliefs, emotional frequency, and confirmation bias loop.
Use the user's own words against them where revealing. 300 words max.]

## IDENTITY BLUEPRINT
[3 identity statements + decision filter + emotional signature + keystone belief flip.
Written in the user's voice, not generic. 200 words max.]

## RAS REPROGRAMMING PROTOCOL
[[...]

Old filter → new filter + morning directive + evening evidence log + starvation
protocol. 200 words max.]

## EMOTIONAL STATE MANAGEMENT
[Morning ritual + mid-day check + pre-sleep scene (written out in full sensory detail
for this specific user) + desperation detection with resets. 300 words max.]

## SPECIFICITY LOCKDOWN
[Goal translated to measurable + allocation plan + normalization statement.
150 words max.]

## VEHICLE DESIGN
[2-3 vehicles + this week's action for each + surface area move + today's next step.
200 words max.]

## YOUR 30-DAY PROTOCOL (ONE PAGE)
[Complete daily routine: morning block, decision question, evening block, weekly check,
course correction triggers. Must be scannable in under 60 seconds. 250 words max.]

## CONVICTION CALIBRATION
["When not if" reframe + failure inoculation script + detachment test result.
150 words max.]

https://t.co/2e7wVoDaGb - Termsheetinator
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Michael Fritzell (Asian Century Stocks)
RT @atelicinvest: https://t.co/geGbnGrajx
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Michael Fritzell (Asian Century Stocks)
RT @spencerreiss: @adam_tooze my feed 's full of this Amazing China stuff--AI drives down the cost of propaganda...
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