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GOOGLE 🔥: A new Gemini model will be released today! Gemini 4 Carbon is the most likely candidate to appear, while we are also waiting for a potential Flash model to be announced.
Very soon 👀
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BlueDot Impact CEO @dewierwan_ argues AI safety has a major talent problem:
Everyone wants to work at OpenAI or Anthropic, while the pipelines bringing technical talent into government and public communication remain severely underdeveloped.
One of my biggest fears in AI safety is that this might be true:
> The vulnerable world hypothesis is likely correct. Once enormous amounts of cognitive labor start getting applied to basic science, it will quickly become apparent how many avenues exist to create cheap, ultradestructive weapons technology. Solving this problem without global preventative policing (e.g. AI nonproliferation) is impossible, because hardening civilians against all avenues of attack is too expensive and will take too long.
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NEAR founder Illia Polosukhin calls it a vertically integrated stack for AI and blockchain.
The bet: everyone gets a personal or corporate AI agent that represents them. Those agents need a way to coordinate, communicate, and do business together.
On one side, private personal AI. On the other, a commercial "market of markets" where agents can actually trade and settle.
"That's what Near is doing, these two pieces together."
FT @ilblackdragon @NEARProtocol
What if owning crypto could replace your monthly AI subscription?
NEAR founder @ilblackdragon says users can already stake NEAR to access AI computing power.
Meanwhile, NEAR is considering cutting annual issuance from 2.5% to 1.6%, with fixed supply a potential long-term goal.
Less issuance. New AI-driven token utility.
Could this change NEAR's investment thesis?
FT @BitcoinJesusETH
⏱ TIME POINTS ⏱
00:00 - Intro
01:29 - What Is NEAR Building?
04:07 - NEAR's Exchange of Exchanges
07:25 - Get Milk Road PRO for $1
07:41 - Why Crypto Needs Privacy
12:19 - AI Security Armageddon
20:40 - Can NEAR Shield Stop Hacks?
26:24 - Sponsor: Nexo
26:58 - Sponsor: Alumni Ventures
27:26 - NEAR's Cross-Chain Risks
29:19 - How NEAR Recovered Stolen Funds
31:20 - Permissionless vs. Secure Crypto
35:22 - NEAR's Private AI Plans
38:05 - Stake NEAR for AI Compute
42:58 - NEAR's Inflation Reduction
48:03 - The Future of AI Agents
51:29 - NEAR vs. Big Tech
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Formation Securities President @cpmontagano on why they chose Solana for tokenized securities
“With the alternatives, you forfeit either execution or a true public, permissionless architecture. With Solana, you don’t forfeit either. You get sub-second atomic settlement on a public, distributed network that is permissionless.”
@formation_so @LawofCodeFM
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Every Anthropic release I have mixed feelings of:
-feeling hyped about a new model drop, eager to use it to the max
-anxious about Anthropic overconcetration of power, which will create an incentive for regulatory capture to stop the expense red queen dynamics – at Kyoto-shi Shimogyo-ku, Kyoto
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LETS GO: Anthropic just announced Claude Fable 5.2 and Mythos 5.2. And its insane!
According to the company, both outperform Opus 5.5 in almost every capability it evaluated, including coding, reasoning and vision.
TL;DR:
- Up to 30% faster output than Fable 5.1 and Mythos 5.1, with clearer communication.
- On FrontierCode 2.0, Fable 5.2 at High effort matched Opus 5.5 at Max effort for roughly half the cost per task. At Xhigh, it had the highest score among the released models Anthropic tested.
- 1,000 Fable 5.2 agents formalized the existing proof of Fermat’s Last Theorem in 30 hours, translating it into a form a computer can check. Opus 5.5 completed 26% in 18 hours with the same setup.
- Mythos 5.2 accurately modeled 28 of 34 tested capsids, the protein shells used to deliver gene therapies.
- Both models performed as well as or better than recent Claude models on most alignment measures and were tested by external evaluators before release.
Medium effort is the default in Claude apps and Claude Code.
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JUST IN: Maryland activist helps block a $5B AI data center planned for the site of an abandoned shopping mall that closed 24 years ago, after gathering over 25,000 signatures.
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Crypto doesn’t need to be “cool” it just has to be “not the worst thing ever”
The reputation is so low that even a reversion to neutral would be a vast improvement that 10x’s the quality of new entrants.
Rasmr says crypto doesn't have to be cool but it needs to be better than OnlyFans
"Crypto doesn't have to be cool but can it not be worse than OnlyFans? At the end of the day smart, talented, driven and highly skilled people are driven away from crypto because its reputation is so negative that people would rather forgo the opportunity of entering a growing industry in order to not seem like their a male OnlyFans creator"
"So, crypto becoming cooler to at least being above average, is important. There's probably 10 Jeffs from Hyperliquid out there that chose against crypto because of the reputation"
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The biggest risk to the US data center buildout is already in effect in one state.
“The single biggest risk isn’t a single candidate, because in many cases both parties and candidates want developers to accept stricter terms.”
“In the case of Texas, it’s a freeze that already exists. Texas stopped issuing TCEQ permits to data center projects at the end of September, on top of an ERCOT interconnection audit that started in August.”
“Texas alone is close to 30% of US additions in 2028. So a few months of lost time in that one state, that one market, could move the national number.”
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Charles Schwab is expanding its crypto trading offering.
The brokerage giant has added Solana (SOL), Avalanche (AVAX) and Chainlink (LINK) to Schwab Crypto, joining Bitcoin and Ethereum.
The platform became available to all eligible retail clients just last month.
Clients can now trade crypto alongside stocks and other traditional investments directly through Schwab’s existing platforms.
More tokens are coming.
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Schwab Crypto, open to all eligible Charles Schwab retail clients since October, charges 75 basis points per trade and now lists five digital assets.
unchainedcrypto.com/schwab-o…
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An anti-Waymo campaign has been placing AI generated op eds in local newspapers across the country semafor.com/article/11/08/20…
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“.. Some banks, which just a few wks ago were lining up to fund AI deals, are now telling market participants they would be reluctant to finance additional deals even when they involve guarantees from the sector's marquee technology companies.”
@Reuters
reuters.com/legal/transactio…
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GOOGLE 🔥: Users can now build AI apps powered by a wide range of Google Maps features, including 3D buildings, Street View, Weather, and others, with simple prompts.
Google AI Maps Studio 👀
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"The hypothesis was stablecoins found product-market fit internationally. Now we're seeing how they optimize things domestically.
Say I'm a merchant. Rather than waiting on payment from acquirers, a stablecoin could float it."
– @CaddleMaya, Payments Growth Lead, @SolanaFndn