When you install Rift app you can enter my code APE41 as partner code to get cashback %.

This year is the last year we get access to the best frontier models. The USG/Anthropic flap isn't going away, it's the new imperative. AI is now considered smart enough to be national security. From now on you will need ID to use the best models. Next year that will mean all the models. Even if the US walks it back this year, every new model the imperative grows louder. Intelligence prices have been skyrocketing on both consumer and API sides. Opus 4.8 was already a hike, Fable was 2x the cost of Opus. Grok AI costs are now 5x the cost on API compared to older models. This is just the start. There will be a split, driven by both gov control and pricing, that means only govs, corporations and the elite have access to the best AI. Everyone else will not. Some AI labs will likely keep the current level models available, but only if the datacenter costs come down (better chips, better model optimizations, etc). Open source will be the alternative. But even then, regulation will eventually come for them too. Just look at what's happening in 3D printers right now. Software will no longer be egalitarian. The best software will be written by AIs. Human writing great software will still be a thing, but very slow. AI gets speed and bulk and customization...that will win in the aggregate. Hand coding will be rebel status.

Bon, je ne vais pas me faire que des amis. Mais je vais dire tout haut ce que tout le monde pense tout bas. L'intégralité des entrepreneurs, des politiques, des investisseurs, y compris ceux qui ont financé Mistral, utilisent les modèles américains au quotidien. Pourquoi ? Parce que tout le monde veut le meilleur modèle. C'est tout. Si tu n'es pas en train de construire le meilleur modèle, ça ne sert à rien. Personne ne sacrifiera sa productivité par patriotisme. Et soyons clairs : je ne suis vraiment pas fan de Dario, ni de la façon dont Anthropic gère certains sujets. Mais l'honnêteté oblige à le dire, leurs modèles sont les meilleurs aujourd'hui. Donc tout le monde les utilise. Même Google se sert de Claude pour faire progresser Gemini. Quand ton concurrent direct utilise ton produit comme étalon, le débat sur "le meilleur modèle" est tranché. L'hypocrisie française, c'est de faire croire qu'on va faire tourner une économie entière sur des modèles qui ne sont même pas dans le top 5, parfois même pas dans le top 10. C'est se foutre un tronc d'arbre dans l'œil. Imposer ça aux entreprises et aux individus, ce n'est pas de la souveraineté. C'est se tirer une balle dans le pied. Et à grande échelle, c'est criminel. La vraie souveraineté, ce n'est pas d'interdire les meilleurs outils. C'est d'avoir le courage de créer les conditions pour que les meilleurs émergent ici.

If you think there's no Manhattan Project for AI running in parallel, you're naive. The question isn't whether OpenAI, Anthropic, xAI, or anyone else wins. The question is whether a serious government would allow its most strategic capability to depend on a company, founder, board, cloud provider, or vendor it doesn't fully control. Of course it won't. You don't outsource nuclear command systems. You don't outsource intelligence collection. You don't outsource the technologies that determine national power. The game theory is straightforward. If AI capabilities diffuse quickly, building sovereign models becomes cheaper over time. If capabilities compound and create durable advantages, dependence becomes existential. In both worlds, the answer is the same: build your own. The commercial labs push the frontier. The state learns from them, recruits from them, partners with them, and funds them. But I'd be shocked if it wasn't quietly building its own stack underneath the entire industry. There are only 2 serious players: US and China, everyone else is irrelevant. Someone was going to make a move under the guise of national security.

这条关于“星舰女王”郭璨的帖子爆了，我也算是蹭到了一点SpaceX 世纪IPO的热度，谢谢郭璨。刚才找到一条她工作时的视频，分享给大家，一睹其风采。 郭璨是SpaceX 的发射控制工程师，因纪录片中“花臂 吊带”形象与硬核工作反差走红，被网友称为“星舰女王”。 她担任任务控制室关键角色，负责火箭发动机参数实时监测、发射流程指令管控，异常时有权下达中止指令，是保障星舰试飞安全的核心环节！20多岁时编写代码优化发射控制逻辑，提升流程自动化与数据，打破工程师刻板印象，成为年轻女性投身航天的榜样，推动行业对“实力不看外貌”的认知。 @SpaceX $SPCX @XCreators @elonmusk @mayemusk @grok @xai @Tesla

First Millionaire: John Astor (1800s) First Billionaire: John D. Rockefeller (1916) First Trillionaire: Elon Musk (2026)

Tom Mueller. SpaceX employee #1. his 0.06% stake is now worth ~1.11 BILLION.

More games on Otherside! Organizers: @OtherGamesXYZ It was interesting to play games made through MML #otherside #Web3 #othersidemeta #ApeChain

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

The only way this move is rational is if the U.S. admin is absolutely certain Chinese open source models are about to fall badly behind as Mythos level models employ anti-distillation. This is in fact more bullish for the AI trade than anything else including limiting international TAM. As long as America can export the products it creates with AI to the rest of the world the AI TAM is global. And the last year of tariff wars has demonstrated that the direction of travel is in favor of American export access. This is bullish AI. The biggest risk was always the Chinese.

What comes next: The govt will rollout an emergency citizenship program for any foreign-born employee working in a lab contingent on them immediately moving to the U.S. Everyone will be heavily vetted via the same screening construct already utilized by the defense primes. Google will have to move the entirety of DeepMind to the U.S. and fire whoever refuses to relocate. People will gleefully assume Demis will just start his own UK lab instead before realizing the next step is the US is about to gut foreign “unmonitored” access to compute. You can pull a LeCun but you won’t have sufficient compute to do shit. Greencards will be given to family members too. Foreign govts will freak out when they realize what is happening. We are gatekeeping and hoarding intelligence preemptively. Why? Because by GPT 7 France will be like “oh you just destroyed our services sector we are going to tax the labs to pay for the necessary benefits to prevent riots” and it’s a lot easier to do that if labs have critical employees based in Paris. Ditto for every other foreign nation. Anyone acting like this is surprising is simply incapable of thinking four steps ahead. We are going to see industries nuked over night. There will be civil unrest. The only way to navigate that is to tax and gatekeep. The only way you can tax something is if it lives in your borders. We are repatriating exposure points preemptively. Compute gatekeeping comes next. 🫡

If I was president, I’d be personally calling and offering the top leading scientists USA citizenship for them and their families.

Everyone is now saying train local models I hate to tell you but we will get an updated patriot act Good for you training locally But if the governments get what they want you will sign into the Internet before you ever deploy anything to it Even with a local model

Muslims went crazy after Secretary of State Marco Rubio said this: "Radical Islam doesn’t want just a small caliphate in Iraq or Syria. They see the United States as the greatest evil on Earth and seek to dominate the entire West. Radical Islam is revolutionary, it wants endless expansion, terrorism, assassinations, and total control. They hate America, Europe, Israel, and every Muslim nation that partners with us. Orlando, Pensacola, and domestic attacks prove it. Radical Islam is a clear and imminent threat to the world." I agree with every single word he said.

I traded SPCX with @riftapp on @HyperliquidX and can attest to this. Absolutely perfect experience and even fun. Just have to get better at trading 😀

Never forget - the D party doesn’t want the welders, cafeteria staff and regular workers to become rich. They want them on welfare. They want their vote, not their success.

SpaceX President and COO Gwynne Shotwell is one of the most impressive people in America. Her interview on CNBC is a must-watch. I loved her answer about SpaceX’s role as a government contractor: “We’re always going to support our government. We’re a company of patriots, and we want to make sure our government has access to the leading technology and the best stuff. And I think we provide the best stuff.”

Today feels like a good day to reshare this clip of Ariane Aerospace’s CEO calling SpaceX’s reusability plans “a dream”

And thank you to the Morgan Stanley trading crew in “Mission Control” sculpting the debut of $SPCX today. Here is the moment of first trade. P.S. Elon finally agreed to the IPO greenshoe options… but only if the bankers all wore green shoes. 👟 —> Mementos for all.

MASSIVE !! $SPCX 🚀

SpaceX IPO basically boils down to people with spreadsheets debating with people who believe in Elon. History suggests the spreadsheets have been wrong when it comes to Elon companies.