The Transcript
LYFT CFO: "We delivered record financial performance in 2025 across all metrics, including all-time-high cash flow generation exceeding $1.1 billion...we remain right on track to hit our long-term targets."

$LYFT: -15% AH https://t.co/JNjkPeJDK9
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God of Prompt
RT @alex_prompter: 🚨 The guy who built Anthropic’s defenses against AI bioterrorism just quit.

Mrinank Sharma led Anthropic’s Safeguards Research Team. His job was literally making sure Claude doesn’t help bad actors do bad things.

His resignation letter: “The world is in peril. And not just from AI, or bioweapons, but from a whole series of interconnected crises.”

He also said he “repeatedly seen how hard it is to truly let our values govern our actions” inside the organization.

This is the company that positioned itself as the “safe” AI lab. The one founded specifically because OpenAI wasn’t careful enough.

Now their safety lead is walking away, saying the pressure to “set aside what matters most” is real.

He’s leaving to study poetry. Not joining a competitor. Not starting a startup. Poetry.

When your AI safety researcher chooses poems over production, that tells you something about what’s happening behind closed doors.

Today is my last day at Anthropic. I resigned.

Here is the letter I shared with my colleagues, explaining my decision. https://t.co/Qe4QyAFmxL - mrinank
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The Transcript
Ford CEO: "..a strong 2025 in a dynamic and often volatile environment."

$F: +1.5% AH https://t.co/DGOZHaa76H
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Fiscal.ai
Cloudflare just added $353 million in new Remaining Performance Obligations.

That's their largest quarterly increase ever.

$NET https://t.co/ysJMNkpFgg
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App Economy Insights
RT @EconomyApp: A quick look at the memory crunch:

📲 $QCOM: Memory Wall
🎮 $SONY: Hardware Retreat
☁️ $ARM: Cloud AI Engine Ignites

Full breakdown of the AI ripple effect.
https://t.co/XthMtTFjEX
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God of Prompt
RT @rryssf_: 🦞 OpenClaw has 114,000+ GitHub stars and the whole tech world is losing its mind over it.

But here's what nobody's showing you: the setup process that made 90% of people quit before their first agent sent a single message.

Node.js configs, gateway daemons, Tailscale tunnels, security hardening...
There's now a way to skip all of it.

Here's what i found:

A plug-and-play approach that turns autonomous agents into something you can spin up in minutes and wire into any API you want.

https://t.co/FDCVmoBR3o

For say a daily ai newsletter:
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Benjamin Hernandez😎
$ELAB touched $2.02 in late trading, +18% booked. The market rewarded patience today—early birds will catch the next move at the bell.

📈 Live setups: https://t.co/71FIJIdBXe

Message me "HI" to get my trade plan for the open.
$SOFI $HOOD $PLTR $GME $SNDK

📉 Deep Value Recovery: $JZXN
Recommendation: $JZXN

near $2.18 Even after a 63% rally, $JZXN remains fundamentally undervalued relative to its $1B token acquisition plans.

One-line why: This is a technical "mean reversion" play to the 200-day EMA near $1.65. https://t.co/J3Mm5EADUe - Benjamin Hernandez😎
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Chris Hohn on why Aerospace sits firmly in his investable universe:

“Aerospace is a sector we’ve come to understand where the barriers to entry are multiple… hard assets, contracts, network effects… intellectual property, contracts, installed base, regulatory switching costs.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧:

𝙏𝙝𝙚 𝙢𝙤𝙨𝙩 𝙙𝙪𝙧𝙖𝙗𝙡𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙙𝙤𝙣’𝙩 𝙧𝙚𝙡𝙮 𝙤𝙣 𝙤𝙣𝙚 𝙢𝙤𝙖𝙩 — 𝙩𝙝𝙚𝙮 𝙨𝙩𝙖𝙘𝙠 𝙢𝙪𝙡𝙩𝙞𝙥𝙡𝙚 𝙗𝙖𝙧𝙧𝙞𝙚𝙧𝙨 𝙩𝙤 𝙚𝙣𝙩𝙧𝙮. 𝙀𝙖𝙘𝙝 𝙡𝙖𝙮𝙚𝙧 𝙢𝙖𝙠𝙚𝙨 𝙙𝙞𝙨𝙧𝙪𝙥𝙩𝙞𝙤𝙣 𝙝𝙖𝙧𝙙𝙚𝙧; 𝙩𝙤𝙜𝙚𝙩𝙝𝙚𝙧, 𝙩𝙝𝙚𝙮 𝙘𝙧𝙚𝙖𝙩𝙚 𝙣𝙚𝙖𝙧-𝙞𝙢𝙢𝙪𝙣𝙞𝙩𝙮.
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Why multiple barriers matter:

𝐇𝐚𝐫𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 → capital intensity discourages new entrants

𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐬 → long-dated agreements with OEMs & airlines

𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐞𝐟𝐟𝐞𝐜𝐭𝐬 → scale advantages in service, parts, and support

𝐈𝐧𝐭𝐞𝐥𝐥𝐞𝐜𝐭𝐮𝐚𝐥 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 → decades of engineering know-how that can’t be replicated quickly

𝐈𝐧𝐬𝐭𝐚𝐥𝐥𝐞𝐝 𝐛𝐚𝐬𝐞 → once equipment is flying, customers can’t easily switch

𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧 & 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 → enormous time, cost, and risk to gain approval

𝐒𝐰𝐢𝐭𝐜𝐡𝐢𝐧𝐠 𝐜𝐨𝐬𝐭𝐬 → safety, reliability, and downtime risks deter change

𝐄𝐚𝐜𝐡 𝐥𝐚𝐲𝐞𝐫 𝐦𝐚𝐤𝐞𝐬 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐡𝐚𝐫𝐝𝐞𝐫.
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5 High-Quality Aerospace businesses worth adding to your watchlist:

1. $GE GE Aerospace
3-Year CAGR: +58%

2. $HWM Howmet Aerospace
3-Year CAGR: +76%

3. $TDG TransDigm Group
3-Year CAGR: +20%

4. $HEI Heico
3-Year CAGR: +23%

5. $RTX RTX Corporation
3-Year CAGR: +27%

When investors talk about “disruption risk,” sectors with layered moats like aerospace are often underestimated. Patience — and respect for barriers — tends to be rewarded.
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Video: Norges Bank Investment Mangement | Investment Conference 2025 (07/23/2025)
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DAIR.AI
RT @omarsar0: This team has been publishing some really interesting work on diffusion LLMs.

LLaDA 2.1 is a 100B discrete diffusion LLM with a draft-then-edit approach.

It hits a peak speed of 892 tokens/s on complex coding tasks.

Autoregressive models commit to every token permanently but LLaDA 2.1 can go back and fix mistakes mid-generation. The error handling capabilities are worth looking into.

What if an LLM could EDIT its own tokens in real-time, not just generate them? 🤯
Introducing LLaDA2.1 — a diffusion model that breaks from autoregressive dominance. It drafts fast, then fixes its own mistakes on the fly with Token-to-Token editing.
The result? 892 tokens/sec on a 100B model. 🔥
⚡ 892 TPS on HumanEval+ (coding)
⚡ 801 TPS on BigCodeBench
🧠 Real-time self-correction via T2T editing
✅ @lmsysorg SGLang Day 0 support — production-ready now
A "non-consensus" architecture now challenging the mainstream. Open-sourced TODAY. 👇
#LLaDA #TokenEditing #OpenSource #LLM #dLLM - Ant Open Source
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God of Prompt
“Judging AI based on free-tier ChatGPT is like evaluating the state of smartphones by using a flip phone.”

well said

https://t.co/ivXRKXJvQg - Matt Shumer
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