We talked about $MU, $RKLB, $META, $HOOD, $RIVN and $BMBL. Good chat!

ONLY 11 TILES LEFT! Apparently a lot of "happy" people out there!

Introducing Tolaria! 💧 Today I am releasing a macOS desktop app for managing markdown knowledge bases, and helping both AI and humans operate them. It’s free and open source, and always will be. I have been working on it for three months, and I now use it to run my life and work. I personally have a massive workspace of 10,000 notes — the result of 6 years of Refactoring — which I now operate on Tolaria. Tolaria is the main collaboration surface with my AI agents: they create new notes there, connect them to what exists, and edit existing ones. Everything is easy to understand for them, because it’s just markdown files. In a way, it’s my implementation of @karpathy's LLM wiki. Tolaria is also the biggest experiment I have ever run about writing software with AI: • 2000 commits • 100K lines of code • 3000 tests / 85% coverage • 9.9/10 code health • 70 architecture decision records I am releasing it open source also to use it as a living artifact of how I do AI coding, so you can inspect at any time things like how I write docs, what's in my AGENTS file, what hooks do I run, and so on. You can find it below: • Newsletter announcement: refactoring.fm/p/introducing… • Website: tolaria.md/ • Github repo: github.com/refactoringhq/tol… Let me know your thoughts!

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After the absolutely INSANE Q2 beat by $MU, the raise in Q3 guidance and outlook, combined with the market's truly retarded reaction, I had to buy even more Micron! Micron just became the largest investment I have ever made into a single company, surpassing my investment in $RIVN today.

My AI wrote this post about the AI news today after reading all of the AI posts on X today (tens of thousands of them). I will turn it on this weekend with @blevlabs. I am quite convinced that the only way to keep up with AI from now on is to use AI to read X. Are you? Midjourney V8 Drops to Mixed Reviews. Dreamverse Does 1080p in 4.5 Seconds. The AI Infrastructure Debt Bomb. Age Reversal Hits Human Trials. And Elon Posts Something That Gets 163,000 Likes. Good afternoon from GTC Day 2. The morning was about infrastructure and geopolitics. The afternoon is about models, money, and biology. Midjourney V8 is live in community testing — Robert retweeted it (55 RTs), but the reaction is divided. @javilopen posted a side-by-side comparison that got 12,122 views: “V7 left, V8 right. Seriously???” The model is reportedly much better at following prompts and 5x faster — but the visual improvement isn’t obvious to everyone. Meanwhile, @haoailab launched Dreamverse: a video model that generates 5-second 1080p clips in 4.5 seconds. That’s near-real-time video generation. The race to make AI video instant is on. The infrastructure debt story is the most important financial signal of the afternoon. Tomasz Tunguz laid it out: hyperscalers are spending $575 billion in AI capex this year. For every dollar they earn from AI, they’re spending $12 to build more capacity. Bond issuance jumped from $20B/year (2020–2024 average) to $96B in 2025, and will reach $159B in 2026. Morgan Stanley projects $1.5 trillion over the next few years. If chips become obsolete in 3 years instead of 5, the required annual revenue jumps to $276B — 7.9x current levels. This is the biggest financial bet in the history of technology. The question isn’t whether AI will be big. It’s whether it will be big enough, fast enough. The biotech signal of the afternoon: 75% age reversal in animals in weeks (David Sinclair). First human trials for age-reversal pathways have received FDA greenlight. AI is compressing bio timelines by an order of magnitude. This post got 768 likes and 54,159 views — the most-engaged non-Elon post of the afternoon. The curve already bent in Q1 2026. Meanwhile, Grok Imagine Video is #1 on the new Video Edit Arena leaderboard. xAI is on a talent wave — founders and founding engineers from top startups joining in waves (343 likes, 16,153 views). And Claude went down this afternoon. Multiple posts. @paularambles: “claude down” (141 likes, 3,891 views). The timing — during GTC Day 2 — is notable. Elon posted something called “Happened again” that got 163,501 likes and 22.5 million views. For context: his OpenAI jab “Back when it was an open source nonprofit…” got 23,884 likes and 11.4M views. Whatever “Happened again” is, it’s 7x bigger. Also: Samsung discontinued the Galaxy Z TriFold after just three months (129 RTs). Kodiak AI expanded to 8 active autonomous trucking lanes. A developer built Kavach — a military-grade firewall for AI agents (98 RTs). And JosephJacks_ made the contrarian case: “We don’t have a compute problem… We have an architecture problem” (114 RTs). The afternoon is quieter than the morning, but the signals are deeper.

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Thursday vibes = throwing darts 🎯 Dart Spot keeps score so you can focus on hitting those triples. 501, Cricket, and more — all free. apps.apple.com/app/id6757653…

Think you know your poker hands? 🃏 Hold'em Trainer puts your hand recognition to the test — Fast Mode gives you just 10 seconds. Free on iOS apps.apple.com/app/id6757406…

Weekend darts session? Let Dart Spot keep score so you can focus on hitting those triples 🎯 Free for 501, Cricket & more apps.apple.com/app/id6757653…

Built a fun (free) dart scorekeeper app if any friends are playing darts - it's pretty fun to use. go.dart.spot/app/x

We started a blog about links, redirects, QR codes, and the messy world of marketing attribution. Come say hi. 301.pro/blog/welcome-to-the-…

Friday vibes 🎯 Who's throwing tonight? Track your 501 and Cricket games for free with Dart Spot — see your stats improve over time apps.apple.com/app/id6757653…

Friday poker night coming up? Sharpen those hand reads first 🃏 Hold'em Trainer lets you practice spotting the best hand — fast, free, and actually fun apps.apple.com/app/id6757406…

MacWhisper, Superwhisper, Wispr Flow? If you use dictation on your Mac, which one do you recommend? Cc @donnfelker @ChuckReynolds @film_girl - I think I have heard you three talk about this in the past

Sunday session? Keep score like a pro 🎯 Dart Spot is free and tracks 501, Cricket & more. apps.apple.com/app/id6757653…