*The deepest changes don't announce themselves. They begin quietly, compound patiently, and endure by staying open* View quoted note →

*“Groq may help Nvidia fight off the coming challenge in inference, but it will come at a cost. In the latest deal, Nvidia may have just conceded that its current gross margin can’t last forever”* “Nvidia’s Groq Deal Is an Instagram Moment—With 1 Big Risk”

Nvidia’s Groq Deal Is an Instagram Moment—With 1 Big Risk — Barron’s

Nvidia’s licensing deal with chip start-up Grok is reminiscent of Facebook’s Instagram acquisition. That’s the good news—and the bad news.

*While we still don't know how LPUs can be integrated into NVIDIA's offerings, one way to do it is by offering them as part of rack-scale inference systems (similar to Rubin CPX), paired with networking infrastructure. This would allow GPUs to handle prefill/long-context, with LPUs to focus on decode, essentially meaning that in inference tasks, NVIDIA has everything sorted out. This could transform the image of LPUs from an experimental option to a standard inference method, ensuring their widespread adoption among hyperscalers.* No, NVIDIA Isn't Acquiring Groq, But Jensen Just Executed a 'Surgical' Masterclass That No One Was Expecting

Wccftech

No, NVIDIA Isn't Acquiring Groq, But Jensen Just Executed a 'Surgical' Masterclass That No One Was Expecting

NVIDIA isn't acquiring Groq, but the firm has made an arrangement that is essentially a merger. Here's how the deal plays out.

*Your truths may be rare, and that rarity makes them precious, but also fragile. The moment you forget that, you risk becoming the villain in someone else’s story... The battle isn’t won by who feels most righteous; it’s won by who understands the terrain.* View quoted note →

*New research suggests that regular aerobic exercise doesn’t just benefit the heart muscle, but subtly rewires the nerves that control how the heart works* Regular Exercise Doesn’t Just Strengthen the Heart, It Reprograms Its Nerves

SciTechDaily

Regular Exercise Doesn’t Just Strengthen the Heart, It Reprograms Its Nerves

New research suggests that regular aerobic exercise doesn’t just benefit the heart muscle, but subtly rewires the nerves that control how the hea...

*ᴛʜe enᴛɪre conceᴘᴛ oꜰ corᴘoraᴛe reɢɪsᴛraᴛɪon ɪs ᴘuᴛᴛɪnɢ ᴛʜe ꜰascɪsᴛ ʜooᴋs ɪnᴛo a comᴘanʏ, ᴛʜaᴛ's wʜʏ ʙɪᴛcoɪners ᴅon'ᴛ reɢɪsᴛer comᴘanɪes* View quoted note →

*ᴅoes ɪᴛ reaʟʟʏ maᴛᴛer wʜeᴛʜer ᴛʜe corᴘoraᴛɪon ɪs a ᴘuᴘᴘeᴛ, or a ʟɪᴛeraʟ ᴘroᴘerᴛʏ oꜰ ᴛʜe sᴛaᴛe, wʜen ᴛʜe ʟocus oꜰ conᴛroʟ ɪs ɪn ᴛʜe sᴛaᴛe?* View quoted note →

I hope you are wrong, but I fear you are right. It was always unrealistic to think that the two evil cousins, fascism and communism, would not seek to bend Bitcoin to serve their agendas. *ɪ ᴅon'ᴛ warn oꜰ ᴛʜe ɪmmɪnenᴛ ꜰaᴛe oꜰ ʙɪᴛcoɪn ᴛo ʙecome an ɪnsᴛrumenᴛ oꜰ usɢ naᴛɪonaʟ securɪᴛʏ ᴘoʟɪcʏ ꜰor noᴛʜɪnɢ* View quoted note →

*Authoritarian interests ... control the government ... the technical competence comes from corporations* View quoted note →

*The pressure to choose—for China or for the U.S.—is real. But equally real is Thailand’s strategic instinct not to have to choose. Instead of submitting to one side, Thailand refines the game of controlled ambiguity: dialogue with Beijing, exercises with Washington, trade with both—and commitments to neither. This art of balance is no accident but the result of decades of experience, cultural self-assertion, and political resilience. It reflects a deep historical consciousness: Thailand was never a colony—and it won’t become one in the new century, neither politically nor economically. But neutrality is no guarantee. In a world where great powers decouple, alliances crumble, and economic blocs harden, the position of mediators becomes more precarious. History offers little comfort: neutrals often find themselves crushed not despite their refusal to choose, but because of it. Sweden’s neutrality collapsed when security imperatives overrode centuries of tradition. Switzerland’s banking secrecy crumbled under coordinated pressure. Thailand’s economic dependencies may prove even less defensible than these historical precedents. Those who claim the middle must remain vigilant, active, and flexible—or become a playing piece rather than a gamemaker.* Thailand Shows the West Has Already Lost Southeast Asia | Geopolitical Monitor

Geopolitical Monitor

Thailand Shows the West Has Already Lost Southeast Asia

Thailand represents the microcosm of a global shift: a tectonic revolution in Southeast Asia's center. Anyone seeking to understand why the We...

*Continuously pour into your mental, physical, and spiritual health. Not only will you receive massive benefits, but you will inspire the people around you to do the same, and your circle will level up as a whole because of it* View quoted note →

*Lightning enables people with no wealth to save the ability to EARN Bitcoin in a disinter-mediated way.*

Stacker News

When will Bitcoin finally become "mainstream"? \ stacker news

Because it isn't today, not at all. President Trump wants to declare the US the "crypto capital" of the world but it is nowhere near that - the act...

*The Bitcoin whitepaper isn’t written like a hero story — it’s written like a system designed to survive its authors. No identity. No authority. No trust required. Just verification, incentives, and time. If Bitcoin depended on who wrote it, it would’ve died the moment that person disappeared.* View quoted note →

*Companies want to move fast on AI, yet the very autonomy that makes AI agents valuable also makes them dangerous. An agent that can independently execute workflows, process customer data, and make decisions without human intervention can also make mistakes at machine speed — or worse, be manipulated by bad actors. This is where enterprise AI platforms differentiate themselves from the consumer AI tools that dominate headlines. According to Hinchcliffe, building a production-grade agentic AI system requires hundreds of specialized engineers working on governance, security, testing, and orchestration — infrastructure that most companies cannot afford to build themselves.* While everyone talks about an AI bubble, Salesforce quietly added 6,000 enterprise customers in 3 months | VentureBeat https://share.google/WhFdBQw3QCbIvXMt5

*Private Dominance: While the media focuses on a "Strategic Reserve," the real power lies in the fact that Americans and US companies own ~40% of the total Bitcoin supply. The GDP Multiplier: As the Dollar Wrecking Ball liquidates foreign moochers, Bitcoin and US stables act as exit ramps. Because the US dominates Bitcoin supply, a pump in Bitcoin price acts as a massive injection of equity into the American balance sheet—effectively raising GDP and fixing the debt-to-equity ratio without needing a taxpayer bailout. The game theory has won; the US is irretractably incentivized to pump the corn.*

Stacker News

The Sovereign Pivot: From a Rules-Based to a Math-Based Order \ stacker news

Semi-slop warning, I ran Gemini over my takes from recent ~econ threads and related articles to articulate how it all comes together. The global fi...

* Nobody is always right. * Nobody is always wrong. * Nobody is perfectly good. * Nobody is perfectly evil. * Things are constantly influx. * The world is full of surprises, and the occasional miracle. View quoted note →

*Not everyone will be awakened by Bitcoin’s ideological and social justice narratives, but they will eventually be impacted by its systemic and economic implications which will attribute to the former.* View quoted note →

*One reason the rulers and bankers can get away with it is because of short memories. Others include the overall ignorance of how the fiat/government and crony capitalism systems work. The other is that the blowhards just make it into a personality thing. Trump blames Biden, Biden blames Trump. The masses get focused on the players and not the game. The masses are like fans of pro-wrestling that believe it's all real.*

Stacker News

US has been in a economic depression since 2007 \ stacker news

Got around to watching the Jim Rickards talk that @SimpleStacker posted last week: https://stacker.news/items/1330619 https://www.youtube.com/watch...

*A deniable, proxy-operated capability is designed to stay below the threshold of public confirmation. The test is not proof. The test is best fit. The theory matches the posture, the incentives, the geography, the technology, and the pattern of foreign military cooperation that Venezuela has already established with Iran, Russia, and China. The administration appears to have concluded that it cannot tolerate a hostile, foreign-enabled maritime denial capability taking root near U.S. approaches. If that assessment is correct, the willingness to use military force to remove it will only grow. Venezuela and autonomous underwater vehicles may be to the second Cold War what Cuba and ballistic missiles were to the first.* View quoted note →

*Something crossed a red line. The previous threats were concerning but manageable. Drones with a 1,000-kilometer range can complicate regional operations. Anti-ship missiles on Su-30s create risk for naval vessels operating close to Venezuelan waters. But none of these capabilities threaten to cripple the U.S. economy or paralyze military logistics. A viable maritime denial threat does. UUVs operating in the Florida Straits and near the Panama Canal would put at risk the commercial arteries that carry half of American trade and the sea lanes that sustain military power projection. That is the kind of threat that changes posture overnight.* View quoted note →