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"LINK IN THE COMMENTS" IS DEAD

Posting a URL directly in a post carries no measurable reach cost on major platforms like LinkedIn, X, and IG.

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SPACEX'S BUMPY RIDE ON THE STOCK MARKET MAY GET BUMPIER

The first lockup on SpaceX shares is set to expire today. Employees and other company insiders who were prevented from trading stock after SpaceX's IPO will now be able to do so. Lockups prevent shares from flooding the market and driving down their price after an IPO. More than double the current supply that can be traded will be made available, which may further depress the price.

SPACEX IS SET TO ACQUIRE 130,000 ACRES OF MARSHLAND IN SOUTHERN LOUISIANA

SpaceX is close to finalizing a deal to acquire about 130,000 acres along the northern coast of the Gulf of Mexico. The deal is expected to be officially announced later this month. The site, known as Pecan Island, is an 18-mile stretch of marshland. It became available as part of a legal settlement that resolved dozens of lawsuits blaming ExxonMobil for pollution and coastal land loss.

BASE POWER RAISES $1B TO ROLL OUT ITS GIANT NEW HOME BATTERY

Base Power's Core is a 39.2-kWh home battery that can keep a house running for up to 36 hours. Core, which can be installed in under an hour, can be connected to solar and has a built-in port for recharging from a portable generator. The lithium iron phosphate battery is designed to operate between -22F and 122F and has an IP67 rating for submersion in up to 3 feet of water. Core will only be available as part of a subscription service, and the company will retain ownership of the battery.

DRUG DISCOVERY HAS NO MAGIC WANDS

AI is set to transform human health. However, it will not be a magic wand: we don't understand human biology well enough for a clever enough reasoner to find the cures hidden in what we know. Aimed at biology we barely understand, AI will mostly help us generate failures faster. The path to real cures is to measure biology in the right way and use AI to derive novel insights from those measurements.

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CLOUDFLARE COMPUTER

Cloudflare Computer is a virtual file system that lives inside a Durable Object which holds the authoritative state in SQLite and exposes a pluggable execution surface. It handles the details and mechanics of what code runs in an isolate, a container sandbox, or a web browser. Cloudflare Computer gives each agent a computer optimized for efficiency and scalability.

LLMS REWARD EXPERTISE

The most important skill in prompting is expertise in the domain you're prompting for. The domain knowledge makes you better at using AI because you have a sense of what a good solution might look like and can therefore write better prompts. The usefulness of domain knowledge suggests that human expertise will continue to be useful even as models get stronger.

THE ENDGAME OF VERTICAL INTEGRATION

Model labs and agent labs are converging. Model labs continue to develop first-party applications that compete with their customers, while agent labs are starting to train models. The gains from co-designing models with harnesses is why agent labs need to move into model training. The challenge is for agent labs to offer the best intelligence per dollar at margins that the model labs can't match.

WHAT ARE COMPANIES GETTING FOR ALL THAT AI SPENDING?

The cost and benefits of AI are difficult to weigh. There are now thousands of models, and there is no consensus around how much energy a token requires, which model is best to perform a given task, or how many tokens it should take. The Linux Foundation established the Tokenomics Foundation in June to create common parameters for AI providers to disclose. Being able to measure the costs and benefits of AI will help researchers understand how AI is going to change everything.

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WHY SILICON VALLEY IS DIVIDED OVER CHINA'S POWERFUL, CHEAP AI MODELS

Whether to embrace or reject Chinese models has become a divisive issue in the US tech industry.

ORI EVAL

OpenRouter's Ori Eval helps users find the best model for what they're building.

APPLE PLANS IPHONE-TO-WINDOWS COPY AND PASTE IN EU AFTER MICROSOFT REQUEST

Apple plans to introduce cross-device copy and paste by early 2028.

DOES FORECASTING HAVE ROOM AT THE TOP?

AI superforecasters have come close to the accuracy of top humans, and their performance is rising rapidly.

WHAT THE BLISS TAUGHT US

The maintainers of curl took the entire month of July off from vulnerability reporting, and this post explains the lessons they learned.

THE SHAPE OF THINGS TO COME

Software will be excavated rather than designed, created without a concrete plan, just a lot of accretion over thousands of working days.

PREPARE FOR THE ERA OF AI-DRIVEN EXPLOITS.

FORMER OPENAI EXEC FIDJI SIMO DISCUSSES HER BATTLE WITH POTS AND HER STARTUP'S PLANS TO CURE IT WITH AI AND 3,500 VIALS OF BLOOD

Fidji Simo left OpenAI's leadership team after a seven-year battle with Postural Orthostatic Tachycardia Syndrome (POTS). Her new startup, ChronicleBio, will focus on using AI to cure POTS and other chronic diseases. The company has collected 153 terabytes of data from blood draws from people with chronic diseases so far. It plans to launch home blood draws to further increase its dataset. ChronicleBio plans to use the data to learn more about diseases and improve the success of clinical drug trials.

ANTHROPIC PAYS AI'S BIGGEST SALARIES. ITS CEO JUST DISCOVERED PEOPLE MIGHT TAKE THEM FOR THE MONEY

Anthropic's CEO, Dario Amodei, recently said he was worried that new hires were joining his company for the money rather than the mission. Anthropic reportedly pays more than any lab in AI. Hiring top researchers is hard, and keeping them is even more difficult. When every lab can pay millions, mission is the only lever left. Researchers chase money, but they also chase compute, influence over what gets built, and the freedom to work their own way.

MIND LAB PUTS CONTINUAL LEARNING TO THE TEST WITH MACARON-V1

Mind Lab claims its Macaron-V1 model surpasses GLM-5.2 in its benchmarks. The model was built by attaching five LoRA expert modules, each with about one billion parameters, to GLM-5.1. The system dynamically switches to the expert model best suited to the task it is given. The accumulated data from model use can be distilled into a dedicated LoRA adapted that is continually updated as the model is called.

HOW OPENAI BUILT GPT-LIVE

OpenAI rebuilt its voice architecture around a full-duplex model that listened and spoke simultaneously. The system combined stateful inference, asynchronous delegation, dynamic context management, and low-latency media transport to keep conversations responsive while supporting advanced reasoning and tool use.

ONE AGENT, EVERY SURFACE: HOW WE BUILT THE KIRO AGENT HARNESS

Kiro is an agentic IDE with features such as specs, steering, and hooks. The Kiro agent harness is a lightweight server-side process that runs alongside codebases, starts quickly, and owns everything on the agent side. The IDE, CLI, and Web clients own how the user interacts with the agent and how it presents the agent's work. The only way to cross that boundary is through the defined protocol interface. The well-defined interface between server and client means the agent code evolves independently of the clients.

OPENAI'S UNRELEASED MODEL ASTRA SOLVES TEN MAJOR OPEN MATHEMATICS PROBLEMS

OpenAI's recently released solutions for ten major open mathematics problems show that AI is now superhumanly capable at cyber and coding and superhuman at advanced math, the same way non-AI computers have been superhuman at basic math for a long time. These problems were well-defined, formalized problems where the solution could be easily verified. A lot of what constitutes AI R&D is verifiable. The lab that gets traction on true AI R&D self-improvement loops will find themselves in an overwhelmingly strong position.

ORCHARD

Orchard is an open-source agentic modeling framework. Its foundation is a thin, Kubernetes-native environment service that exposes generic primitives with no assumptions about the harness, trainer, inference backend, or task domain sitting above it. This foundation allows for recipes that use the same substrate for trajectory distillation, on-policy RL rollouts, and evaluations. Datasets, training recipes, and evaluation protocols stay portable across harnesses, domains, and projects instead of being rebuilt for each new study.

MIRRORCODE

MirrorCode is a benchmark that tests AI models on long-horizon tasks. It contains tasks where AI models have to reimplement entire programs end-to-end without access to the original source code. AI-generated solutions must match the original program's output exactly on end-to-end tests. The benchmark's 25 target programs span different areas of computing, including Unix utilities, data serialization and query tools, bioinformatics, interpreters, static analysis, cryptography, and compression.

FROM RLVR TO RLSVR

RLSVR expanded RLVR beyond inherently verifiable problems by transforming open-ended tasks into proxy environments with rules and outcomes that generated their own reward signals. SpyRL demonstrated the approach through multi-agent self-play, where predetermined roles and voting made evaluation automatic.

FAST GEMMA'S VERIFIED INFERENCE OPTIMIZATION RECIPE

VIDRAFT documented the full configuration behind its verified state-of-the-art Fast Gemma submission, explaining how each software optimization increased tokens per second on Gemma 4 E4B running on a single NVIDIA A10G.

GPT-5.6 SOL USES TWICE THE TOKENS OF GPT-5.5

GPT-5.6 Sol xhigh now uses more than twice as many tokens per session as GPT-5.5 xhigh in Codex workflows. This cuts the effective value of a token-based quota by more than half. At the same token price, 2.25x the tokens means roughly 2.25x the cost for a similar token mix. GPT-5.6 Sol also adds a cache-write charge that GPT-5.5 didn't have.

WHITE HOUSE TO HOST AI COMPANIES TUESDAY TO REVIEW NEW MODEL-TESTING FRAMEWORK

The White House will meet with AI companies to discuss a new framework for reviewing cybersecurity in AI models. This voluntary framework, ordered by President Trump, allows AI developers to share models with the government to evaluate cybersecurity risks. Companies like OpenAI, Google, and Anthropic are set to attend, with the assessment criteria remaining classified.

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GOOGLE WORKSPACE PLUGINS

Cursor can now read, write, and act across Google Workspace through new plugins available on the Cursor Marketplace.

GOOGLE IS WORKING ON PLUGINS FOR GEMINI ENTERPRISE

Plugins may act as mini-apps or packaged workflows.

DEEPSEEK'S NEW AI MODEL IS BY FAR THE CHEAPEST OF WELL-KNOWN MODELS TO RUN, RESEARCH FIRM SAYS

DeepSeek's V4-Flash AI model is the cheapest to run among well-known models, costing 105 times less than Anthropic's Claude Fable 5.

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CHINA'S MINIMAX H3 IS THE FIRST OPEN MODEL TO TOP AN AI VIDEO RANKING

Artificial Analysis ranks MiniMax H3 first in Video Editing, second in Text-to-Video, and third in Image-to-Video.

BRINGING HUMAN TASTE TO AI MODELS

Design Arena raised $7.9 million to help AI companies measure subjective qualities such as whether a generated game feels fun.

TOKENIZED STOCK TRADING SURGED 288% IN JULY

Tokenized equity trading posted a record $11.3 billion in July, up 288% month-over-month, but Binance's QQQB token alone accounted for $9.27 billion, or 82% of that total. Excluding QQQB, the sector contracted 30% from June, with xStocks falling from $1.55 billion to $335 million, Ondo recording $792 million, and Backpack $479 million. QQQB's surge traced to zero maker fees through August 31 and a VIP volume multiplier launched July 23 that counts eligible users' trades at three times the traded value. The underlying Invesco QQQ ETF fell 6.6% during July amid AI and semiconductor volatility, placing the record on-chain volume in the context of fee incentives rather than rising directional demand.

TEMPO PLANS TO SUPPORT BLACKROCK'S NEW MONEY MARKET FUND

BlackRock's final BRSRV prospectus names Tempo as a supported blockchain for its OnChain Shares, a government money market fund seeking a stable $1.00 NAV via Treasuries and repos, with Securitize Transfer Agent maintaining the official shareholder record through a permissioned system. The fund intends to qualify its OnChain Shares as eligible reserve assets for GENIUS Act-permitted stablecoin issuers, pending regulatory interpretation, connecting regulated cash management to the same network used for onchain payments.

UNISWAP PROTOCOL REVENUE NEARLY TRIPLES AFTER V4 FEE SWITCH AS UNI TOPS $4

Uniswap's v4 fee switch, activated July 27, pushed daily protocol revenue from ~$114,000 to ~$325,000 within three days, directing those funds to UNI burns totaling ~$28 million since December. Robinhood Chain generated over half of 24-hour revenue at $170,353, with Ethereum contributing $81,866 (+82% week-over-week), Base $48,398, and Arbitrum $16,546. UNI rose 12% in 24 hours to ~$4.40, up 16% on the week, as governance approved the mechanism with 46.6 million UNI votes across seven chains. A technical dispute centers on LP impact: v4 charges traders 5 basis points on top of LP fees rather than extracting from LP earnings as v2/v3 do, but critics including Panoptic's Guillaume Lambert argue aggregator routing around costly pools will pressure LPs to lower fees to compete, absorbing the protocol cost regardless.

UNISWAP LAUNCHES TOKEN DISCOVERY TAB AGGREGATING TOP LAUNCHPADS

Uniswap has rolled out "Launches" (beta), a new web app tab that aggregates token launches from Bankr, Pons, Long.xyz, and other launchpads into a single feed. Robinhood Chain is supported at launch, and additional chains are on the roadmap. More than 340K tokens launched through Uniswap-powered launchpads on Robinhood Chain in July alone, generating billions in trading volume. The tab lets traders filter by launchpad and sort by 24-hour volume, liquidity, recency, or trending status. Token teams receive distribution from the moment they add liquidity, while traders gain consolidated discovery across a fragmented launchpad market.

METADAO: GOVERNANCE THROUGH PREDICTION MARKETS AFTER 40 PROPOSALS

MetaDAO runs governance through conditional markets where traders forecast whether a proposal will increase token value over a 3-day TWAP, with the first 24 hours excluded from the resolution average to prevent manipulation. The market has enforced discipline across all 40 proposals: it rejected OTC deals from Theia Research and DBA/Variant at a discount, forcing Theia to re-propose at a 38% premium before passing, and turned down a MetaDAO memecoin launchpad bid. Jito, Flash, and Sanctum have adopted the framework for major decisions, including Jito's fee switch and Flash's revenue-sharing vote to stakers. The onchain, instruction-baked structure gives token holders binding control over treasury flows, a check absent from Uniswap, Aave, and ENS governance, where frontend fees have accumulated at labs entities.

ONDO FINANCE WEIGHS ACQUISITION WORTH UP TO $500 MILLION

Ondo Finance, founded by former Goldman Sachs executives and managing $3.5 billion in tokenized Treasuries and equities, is exploring a wealthtech acquisition valued at $250 million to $500 million. No advisers have been retained, and the firm says it isn't in active acquisition talks, placing the process at an early exploratory stage. The wealthtech focus signals Ondo's intent to move beyond tokenization infrastructure into distribution and wealth management channels. The potential deal fits a Q2 2026 M&A wave that totaled $12.9 billion in disclosed deal value, with Kraken's $550 million Bitnomial purchase and Bullish's $4.2 billion Equiniti acquisition as recent reference points.