- Post Jason on Node.js security patches: cybersecurity becoming a top issue — @jason
Jason quotes the Node.js security-release notice (22.x/24.x/26.x high-severity fixes), saying cybersecurity is becoming a top issue.
- Post Lark Davis: AI could lead to a healthier future or a jobless one — Lark Davis
Lark Davis video weighing AI's upside in drug discovery and medicine against job automation across industries.
- Post OCC finalizes GENIUS rules, keeps indirect stablecoin yield alive — Lark Davis
Lark Davis says the OCC finalized GENIUS Act rules without cracking down on indirect stablecoin yield, so third-party rewards and DeFi loops survive, upsetting banks.
- Post Jason is hiring two business writers in Austin — @jason
Jason Calacanis is hiring two business writers in Austin, with exposure to venture capital; DM @Lons.
- Post TWiST episode with Paige Doherty drops shortly — @jason
Jason teases an upcoming This Week in Startups episode with Paige Doherty of Behind Genius Ventures, who raised her first fund at 22.
- Post Jason: the 90s tech industry did this with PR executives — @jason
Jason compares a report on SF AI startups hiring attractive staff to charm investors with the PR-executive trend of the dot-com era.
- Post All-In Interview: IBM's Arvind Krishna & Palo Alto Networks' Nikesh Arora — The All-In Podcast
New All-In interview with IBM CEO Arvind Krishna and Palo Alto Networks CEO Nikesh Arora on quantum threats to encryption, open vs frontier AI, cyber warfare and the future of SaaS.
- Post InvestAnswers: Tesla's Q3 changed everything — InvestAnswers
InvestAnswers argues Tesla's Q3 call, though unexciting on the surface, showed the shift from car maker to robot empire; links a Substack breakdown.
- Post Lark Davis echoes CZ's warning on unpatched PHP sites — Lark Davis
Lark Davis amplifies CZ's warning to be careful browsing for the next few days because many sites haven't patched two new PHP vulnerabilities.
- Post Russia agrees to resume US-mediated Ukraine peace talks — Lark Davis
Lark Davis reports Moscow agreed to resume US-mediated peace talks with Ukraine as soon as mid-November after a Putin-Witkoff meeting.
- Post Jason: more white hats need unrestricted frontier-model access — @jason
Quoting NSA Cybersecurity's PHP critical-vulnerability advisory, Jason argues for many more white-hat researchers with unrestricted, well-funded access to frontier AI models.
- Post Jason: All-In Liquidity Summit 2027 with Chamath — @jason
Jason promotes the All-In Liquidity Summit (May 23-26, 2027, Napa Valley), a ~500-person investor event co-hosted with Chamath for capital allocators.
- Post Jason's America-first advice for Trump — @jason
Quoting Nate Silver on Trump's sagging approval, Jason suggests a $15 federal minimum wage phased in, ending the Iran war, and low-cost 30-year 1% loans.
- Post Jason: the US economy is going to explode — @jason
Jason predicts a five-year US economic boom, quoting a post calling this an amazing year in the history of capitalism.
- Post Jason: EU business owners should be allowed to arm staff — @jason
Jason argues EU shop owners should be able to arm trained, vetted staff, quoting a viral clip of a Paris restaurant owner fending off looters.
- Post Gemini 4 Argon rebuilds Chaco Canyon in 3D — Google
Google shows Gemini 4 Argon in Antigravity with Blender MCP turning LiDAR scans and archives of Chaco Canyon into an explorable 3D heritage site.
- Post Lark Davis: every financial system is a trust trade — Lark Davis
Lark Davis contrasts banks' opaque ledgers with auditable blockchains.
- Post Jason: talk about the AI job boom, not P(doom) — @jason
Jason says many of the new data-center construction jobs (paying around $8,000 a week) are thanks to Anthropic's success, and urges Anthropic and Dario Amodei to talk up the job boom instead of P(doom).
- Post Jason: 'They were targeting Elon' — @jason
Quoting Kara Swisher's remark that Musk might be in jail under a Harris administration, Jason argues Musk was targeted with fake charges over Model 3 claims.
- Post What developers are building with Gemini 4 Argon — Google
Google kicks off a thread of creative developer builds with Gemini 4 Argon, from drawing in webcam fog to playable HTML synths.
- Post Live: Tesla Q3 earnings + SpaceX merger math — InvestAnswers
InvestAnswers goes live on Tesla's Q3 earnings and whether SpaceX might buy Tesla, with price targets, the TSLA/SPCX pair ratio and what it means for LEAPS.
- Post Lighter to apply for U.S. license, eyes Robinhood — Crypto Banter
On its Q3 investor call, Lighter said it will apply for a U.S. license next month and expects to integrate into Robinhood's U.S. offering once approved.
- Post Bitcoin hits $84K — Crypto Banter
Crypto Banter flags Bitcoin reaching $84K and asks whether bulls can hold the level.
- Post Lighter LIT unlocks may shift to strategic investors — Crypto Banter
Lighter founder Vlad Novakovski said ~500M LIT tokens unlock linearly over 36 months with no cliff, and hinted the unlocks could go to new strategic investors.
- Post PHP critical vulnerabilities: "half the internet" — CTO Larsson
CTO Larsson reacts to an advisory that organizations using PHP should prepare for an update fixing two critical vulnerabilities that can expose server file systems.
- Post Gemini comes to Google Maps on CarPlay — Google
Google added Gemini to Google Maps navigation on Apple CarPlay for conversational parking help, incident reports and rerouting.
- Post Valar Atomics sues its VC; Otter, Ramp — @jason
Jason Calacanis shares a new episode/segment covering Valar Atomics suing its VC, Otter's $320M loophole, and Ramp's $60B ambitions.
- Post Sundar Pichai on Gemini 4 Argon and the compute crunch — Sundar Pichai
Pichai promotes his interview with Alex Heath on Gemini 4 Argon, the AI frontier, compute shortages and Google's plans for personal agents.
- Post Solana co-founder wants to drop 'mainnet-beta' tag — Crypto Banter
Toly asked to remove Solana's 'mainnet-beta' label from the explorer now that Alpenglow consensus is live on mainnet.
- Post Ran Neuner: hold Bitcoin or gold — Crypto Banter
At Token2049, Ran Neuner says Bitcoin has found product-market fit as a provably scarce asset amid currency devaluation; hold BTC or gold.
- Post Wall St rewrites every $SPCX target in a day — InvestAnswers
InvestAnswers says Wall Street rewrote all SpaceX ($SPCX) price targets after earnings, quoting Gene Munster on analysts discounting Elon's $500B-$1T 2027 revenue run-rate guide.
- Post Wiz: Gemini 4 Argon finds 2x more vulnerabilities — Google
Google says Wiz researchers found Gemini 4 Argon caught more than twice as many vulnerabilities as baseline models in real-world testing, including a critical one prior frontier models missed.
- Post Solana activates Alpenglow on mainnet-beta — Crypto Banter
Anza activated the Alpenglow consensus protocol on Solana mainnet-beta, cutting finality from 12.8 seconds to 150 milliseconds and retiring TowerBFT.
- Post Zcash back above $1,300 ahead of NU7 upgrade — Crypto Banter
Zcash is trading back above $1,300 as developers set the NU7 upgrade activation for early November, cutting block times from 75 to 25 seconds.
- Post Ran Neuner: SpaceX earnings could kick off crypto's next leg — Ran Neuner
Ran Neuner argues Bitcoin outperformed AI stocks during the tech selloff, and SpaceX's earnings easing AI-bubble fears could be the start of a bigger crypto move.
- Post Ran Neuner praises Blockworks' growth — Ran Neuner
Ran Neuner says Blockworks' growth over the last 12 months has transformed crypto data and analytics and made the industry more investable.
- Post Putin proposes Putin-Trump-Xi meeting to end Ukraine war — Lark Davis
Lark Davis notes Putin has proposed a three-way meeting with Trump and Xi to end the war in Ukraine.
- Post NEAR's Illia Polosukhin: intents will lower prices — Crypto Banter
NEAR Protocol co-founder argues intents can replace emails, invoices and payments in supply chains and lower prices for everything.
- Post Ran Neuner: SpaceX earnings could lift crypto — Ran Neuner
Ran Neuner argues SpaceX's strong earnings may ease AI bubble fears after two weeks of falling AI stocks, which could be bullish for crypto.
- Post OCC finalizes GENIUS Act stablecoin rules — Crypto Banter
The OCC's final rule for payment stablecoins takes effect January 18, 2027; issuers can't pay interest, and third-party rewards will be reviewed case by case.
- Post Canton universal burn vote passes — Crypto Banter
Canton's Super Validator vote on CIP-0129 passed, expanding native burns to dedicated synchronizers on MainNet.
- Post Lark Davis video: BTC monthly charts and portfolio — Lark Davis
Lark Davis's new video covers BTC monthly charts, memecoins, midterm price predictions and his portfolio.
- Post Trump to highlight crackdown on overseas crypto scams — Crypto Banter
President Trump speaks today at a White House event on cracking down on foreign networks running fraudulent crypto investment scams.
- Post Ken Griffin: AI 'almost certainly' has bubbles — Lark Davis
Citadel's Ken Griffin says AI has bubbles but compares it to the 1999 internet bubble, a technology that still transformed daily life.
- Post Ran Neuner: first real crypto bull market — Crypto Banter
At Token2049, Ran Neuner says nobody is bullish enough because crypto now has product-market fit, real customers and real revenue.
- Post Strive closes upsized $630M SATS preferred IPO — Lark Davis
Strive raised $630M ($608M net) selling 7M SATS preferred shares at $90 with a 15% dividend, with funds partly earmarked for buying more BTC.
- Post Larsson reacts to Unitree H2-X guardian robot — CTO Larsson
Larsson quote-posts Unitree's new H2-X 'Kung Fu Legend Guardian' humanoid robot, rated for about 8 hours of endurance.
- Post Saylor: bitcoin back to six figures within 12 months — Lark Davis
Michael Saylor tells Market Overtime we're at the start of a bull run and bitcoin will return to six figures within 12 months.
- Post Larsson's latest video: Bitcoin update and AI — CTO Larsson
Larsson's new YouTube video covers a Bitcoin update and thinking 10 years ahead on AI.
- Post AI agents bypass legacy payment rails, per The Block and Coinbase — Lark Davis
Lark Davis cites The Block and Coinbase research showing autonomous AI agents are already using stablecoin rails because they can't use bank accounts or cards.
- Post Elon: SpaceX could hit $500B-$1T revenue by end of 2027 — Crypto Banter
On SpaceX's Q3 earnings call Elon Musk said annual revenue could reach $500B to $1T by the end of 2027.
- Post Tesla and SpaceX form committees to explore merger — Crypto Banter
Elon Musk said on the SpaceX Q3 call that both companies formed special committees of independent directors to explore a possible merger at shareholders' request.
- Post Bitcoin ETFs take $23.16M as ETH outflows continue — Crypto Banter
US spot bitcoin ETFs saw $23.16M net inflow on Oct 20 while ether ETFs had $26.13M net outflow, per SoSoValue.
- Post InvestAnswers: socialism is a hungry beast — InvestAnswers
InvestAnswers quotes a report that the UK may tax parents passing businesses to children, calling socialism a beast that eats paychecks and savings.
- Post Lark Davis: Swiss spot Bitcoin ETF approved — Lark Davis
Lark Davis says Swiss regulator FINMA approved the first true spot Bitcoin ETF for retail investors.
- Newsletter RECAP: BANKS GO ₿ITCOIN — InvestAnswers
InvestAnswers says the Fed is boxed in with $110 oil and a 5% 10-year, and covers JPMorgan calling Bitcoin the top asset, Solana Alpenglow, SpaceX joining the big AI spenders, and Optimus V3 production.
- Post Chamath: most AI spend is VC money — Chamath Palihapitiya
Chamath argues roughly 70-75 cents of every AI dollar spent comes from unprofitable VC-backed AI companies, raising questions about AI revenue quality.