Tod's Dashboard Feeds
Macro markets · 60+ unread · last 90 days
Lark Davis@LarkDavis·
AI could transform humanity in two very different ways. It may accelerate drug discovery, improve medical research, and help tackle diseases, but the same technology could automate jobs across entire industries. Are we heading toward a healthier future, a jobless future, or
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Lark Davis@LarkDavis·
Banks are scared. The OCC finalized the GENIUS rules and dropped the crackdown on indirect stablecoin yield, meaning your third-party rewards, exchange kickbacks, and DeFi loops aren’t dead. Issuers can still pass the bag to you through partners. ABA is crying about "deposit
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@jason@Jason·
Hiring two business writers in Austin; you’ll learn a lot about VC as well DM @Lons
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The All-In Podcast@theallinpod·
All-In Interview : IBM CEO, Arvind Krishna & Palo Alto Networks CEO, Nikesh Arora -- Quantum Computing's Threat to Encryption -- Open Weight vs. Frontier AI Models -- AI and Cyber Warfare -- Vertical Integration and the Return of the Conglomerate -- The Future of SaaS
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InvestAnswers@InvestAnswers·
Tesla's Q3 Changed Everything, yes the call may not have sounded the most exciting but here's all the hidden alpha 👇
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Lark Davis@LarkDavis·
🚨CZ says to be extra careful when visiting websites in the next few days, because some of them are not up to date with security patches. That is good advice and TBH something we should be doing on a daily basis. End-users are actually one of the easiest targets.
CZ@cz_binance
Call me paranoid, but be extra careful visiting ANY web site in the next few days, as some web admins are not always up-to-date with security patches. Two vulnerabilities (CVE-2026-109618 and CVE-2026-109619) reported for PHP, the web programming language, affecting servers
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Lark Davis@LarkDavis·
Moscow has agreed to resume US-mediated peace talks with Ukraine as soon as mid-November, following a meeting between Vladimir Putin and US envoy Steve Witkoff in St. Petersburg. The Kremlin says the technical discussions will focus on postwar security arrangements, following
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@jason@Jason·
This is our most amazing event — so excited to collab with @chamath on it! If you’re a capital allocator it’s a must attend We only have room for ~500, so please don’t wait… it will be sold out shortly
allinliquidity.comLiquidity Summit 2027 | Presented by All-In | Napa Valley
The All-In Podcast@theallinpod
At Liquidity Summit, the dining experiences are part of the program... Apply today: allinliquidity.com
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@jason@Jason·
President Trump can turn his ratings and save his legacy if he takes my America-first advice: 1. Raise federal minimum wage to $15 — $1 a year for 7 years. 2. End the war in Iran / don’t start any more wars 🤦 3. Start a movement to provide low cost, 30 year 1% interest
Nate Silver@NateSilver538
Trump approval starting to look like a dead ringer for Bush's second term.
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@jason@Jason·
Agreed! The Golden Age of American Exceptionalism is back! Our economy is going to explode over the next five years — and that wealth will accrue to every American 🇺🇸 We are going to lap every other economy on the planet — AGAIN! LETS NOT FUCK IT UP PEOPLE! ACCELERATE!!
Amazing year in the history of capitalism, generally.
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Google@Google·
Step inside 1,000-year-old ruins: see how Gemini 4 Argon turns fragmented archaeological records into an explorable 3D digital heritage site. We dropped raw LiDAR scans and archives of Chaco Canyon into @Antigravity, using Argon and Blender MCP to build it in 3D 🏛️
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Lark Davis@LarkDavis·
Every financial system is a trust trade. Banks ask you to trust a ledger you can't see. Blockchains ask you to trust one you can. Neither is perfect. The difference is who gets to audit it.
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@jason@Jason·
Let me explain reality… if you have but sixty seconds: They were targeting Elon They were targeting him with fake charges because the socialist-industrial complex is terrified that he would expose their long grift. They came after him for the Model 3 and Elon’s claims
alx@alx
Kara Swisher says Elon Musk might be in jail right now if Kamala Harris was in office and “he knows what’s coming” if Democrats take back power.
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Google@Google·
From drawing in webcam “fog" to playing HTML synths, the builds with Gemini 4 Argon are incredibly creative. Here’s what developers are spinning up 🧵↓
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InvestAnswers@InvestAnswers·
Tesla Q3 Earnings call - does it matter? Is SpaceX about to buy Tesla? The math and probabilities and price targets • My targets • TSLA/SPCX pair ratio • 50% hurdle & what happens to LEAPS Buckle in!
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Crypto Banter@crypto_banter·
🚨LIGHTER TO APPLY FOR U.S. LICENSE NEXT MONTH, EYES ROBINHOOD U.S. INTEGRATION! On the Q3 Investor Update call, Vlad said Lighter plans to apply for a U.S. license next month. Once approved, the company expects to integrate into Robinhood’s U.S. offering, expanding access
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Crypto Banter@crypto_banter·
Bitcoin Just Reached $84K! Can Bulls Hold the Line?
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Crypto Banter@crypto_banter·
VLAD HINTS AT SHIFTING LIT UNLOCKS TO NEW STRATEGIC INVESTORS! During Lighter’s Q3 Investor Update call, founder Vlad Novakovski addressed the upcoming unlocks. No cliff. Linear release of ~500M over 36 months starting late...
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Google@Google·
Gemini is now available in @GoogleMaps navigation on CarPlay. Find the best place to park, report a traffic incident, or change your route with just a quick conversation. Tap the Gemini icon in Google Maps CarPlay during your next drive to try it out
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@jason@Jason·
Valar Atomics Sues Their VC, Otter’s $320M Loophole & Ramp’s $60B Moonshot
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Sundar Pichai@sundarpichai·
Great to sit down with @alexeheath to talk about Argon, the frontier, and our plans for personal agents! t.co/rWhlWu3qXU
Sundar Pichai on Gemini 4 and the AI compute crunch Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI. Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together. I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google. Timestamps: 00:00 Gemini Argon launch reception 01:49 Model access and safety 06:20 The AI model race 08:35 Agentic breakthroughs and 2027 11:34 Recursive self-improvement 15:41 DeepMind leadership changes 19:52 Google's AI compute investments 25:20 Is AI spending sustainable? 33:18 How Sundar uses AI agents 35:35 Gemini's personal agent plans 38:37 How AI agents change the web 43:52 Google's space data centers 47:38 Waymo's expansion strategy 50:26 Wing's drone delivery plans 51:36 AI safety and regulation 55:58 Google's quantum computing bet YouTube: https://t.co/1Cc25LitmB Spotify: https://t.co/XnD4pEEsh8 Substack: https://t.co/0SrnNGKqlm Apple Podcasts: https://t.co/8UKvyXTlFF This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
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Crypto Banter@crypto_banter·
🚨SOLANA CO-FOUNDER CALLS TO DROP THE LONGSTANDING BETA TAG! @toly just asked to remove the “beta” label from the Solana explorer, right after Alpenglow went live on mainnet. Solana has carried the “mainnet-beta” designation since its 2020 launch. With the new consensus t.co/kmV82J7OTz
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Crypto Banter@crypto_banter·
🚨YOU MUST HOLD BITCOIN OR GOLD! @cryptomanran at @token2049 says Bitcoin found its product-market fit as the provably scarce asset in a world where every country is devaluing its currency. Even if you ignore the altcoin case, you need $BTC or gold in your portfolio. Watch the t.co/nfvbkcdRDI
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InvestAnswers@InvestAnswers·
Comical. Wall St rewrote every $SPCX target in a single day. We've been tracking the compute breadcrumbs for months. That's our edge. @munster_gene nails it:
Gene Munster@munster_gene
SPCX should be up 30% today. Here’s a great example of how Wall Street discounts what Elon says. Bottom line, analysts cut the low end of his guide in half. Last night he said they’ll exit 2027 with $500B-$1T in revenue run rate.
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Google@Google·
Researchers at @wiz_io put Gemini 4 Argon to the test against complex cyber threats. In real-world testing, it found more than two times more vulnerabilities than baseline models — catching a critical risk that previous frontier models missed.
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Crypto Banter@crypto_banter·
🚨SOLANA JUST GOT 85X FASTER WITH ALPENGLOW LIVE! @anza_xyz activated Alpenglow on Solana mainnet-beta. The new consensus protocol cuts finality from 12.8 seconds down to 150 milliseconds. Legacy TowerBFT is retired. The genesis block formed at slot 459,653,000 with 654
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Crypto Banter@crypto_banter·
🚨ZCASH RECLAIMS $1,300 AHEAD OF MAJOR UPGRADE! zcash:native is trading back above $1,300. The move comes as developers finalized the activation height for the NU7 upgrade, targeting early November. The upgrade cuts block times from 75 seconds to 25 seconds, making
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Ran Neuner@cryptomanran·
🚨 This could just be the start for Crypto! Bitcoin was already outperforming major AI stocks while the tech sector was getting hammered. Now, SpaceX earnings have given markets a reason to rethink the AI bubble fears. If crypto was THIS strong under pressure, imagine what
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Ran Neuner@cryptomanran·
I must say that the growth trajectory of @Blockworks in the last 12 months is going to be studied! They have literally transformed the data and analytics game to make the entire industry more investible. I've know @JasonYanowitz since the early days when we we both started
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Lark Davis@LarkDavis·
Putin proposed that he, Trump, and Xi meet to end the war in Ukraine. Will it happen? Who knows. But hopefully, peace finally comes. t.co/dTsf6pzjVP
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Crypto Banter@crypto_banter·
🚨INTENTS WILL LOWER PRICES FOR EVERYTHING! @ilblackdragon of @NEARProtocol on Risk Takers with @alessandrorisk uses the example of chemicals going from Vietnam to South Korea for phone production. Right now it’s emails, invoices, and payments. With Intents you just say you t.co/ct4DNn2MkR
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Ran Neuner@cryptomanran·
SpaceX's earnings report might have just done something huge for crypto! After nearly two weeks of AI stocks getting hammered, SpaceX just delivered earnings that could change EVERYTHING. The AI bubble fears that have been weighing on markets may have just met their biggest t.co/VGDJ4X1AET
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Crypto Banter@crypto_banter·
🚨OCC FINALIZES GENIUS ACT RULES! The OCC released its final rule for payment stablecoins under the GENIUS Act. It takes effect January 18, 2027. Issuers cannot pay interest on stablecoins. Third-party rewards programs will be reviewed case by case after the OCC dropped a t.co/wvMrZGvbxl
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Crypto Banter@crypto_banter·
🚨CANTON’S UNIVERSAL BURN VOTE PASSED, MORE CC TO BE BURNED! The Super Validator vote on CIP-0129 has passed, per Digital Asset co-founder @YuvalRooz. Implementation is next. It expands canton-network:native burns to dedicated synchronizers on MainNet, which previously paid t.co/oi4pwGJh9G
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Lark Davis@LarkDavis·
BTC Monthly Charts, Memecoin F*ckery, Mid Term Price Predictions, & My Portfolio t.co/1K22qYpg7M
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Crypto Banter@crypto_banter·
🚨TRUMP TO HIGHLIGHT CRACKDOWN ON OVERSEAS CRYPTO SCAMS! President Trump is set to speak at a White House event today on efforts to crack down on foreign criminal networks that lure Americans into fraudulent crypto investments. The event will highlight seizures of fake crypto t.co/p2K4JfHvhz
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Lark Davis@LarkDavis·
“Almost certainly bubbles” in AI, says Citadel’s Ken Griffin. But he points to 1999: the internet was the great bubble, and it’s more a part of daily life today than ever. He just wishes he’d kept his Amazon stock. He’s right. Every great transformation has its bubble moment, t.co/eTlKNwbqP7
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Crypto Banter@crypto_banter·
🚨THIS IS THE FIRST REAL BULL MARKET IN CRYPTO! @cryptomanran at @token2049 says he doesn’t think anybody is bullish enough. This isn’t hot air metrics or token releases, for the first time crypto has product-market fit, real use cases, real customers, real revenue, and AI agent t.co/9zWMBLiH1m
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Lark Davis@LarkDavis·
Strive just closed an upsized $630M IPO for its $SATS preferred stock ($608M net). - 7M shares sold at $90 (15% dividend on $100 par) - Zero debt on the balance sheet - Funds tagged for general corporate purposes, including buying more $BTC At ~$82.5K/BTC, deploying the full t.co/X3VdnnWaYq
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Lark Davis@LarkDavis·
Saylor: We're at the beginning of a bull run... we are moving back to six-figures. In an interview with Market Overtime, the Strategy Chariman says we are definitely going back to six-figure bitcoin in the next 12 months. LFG!🚀 (clip: Schwab Network) t.co/cFhIwukAkl
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CTO Larsson@ctoLarsson·
Did you watch the latest video? 👉 Bitcoin Update 👉 AI, and thinking 10 years ahead Full video on YT t.co/xbYAV1B3py
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Lark Davis@LarkDavis·
AI agents can’t open bank accounts, sign up for monthly SaaS subscriptions, or swipe a credit card to pay for a $0.001 API call. According to new research from The Block & Coinbase (The Always-On Dollar, Oct 2026), autonomous agents are already bypassing legacy rails entirely t.co/dafBchLYHu
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Crypto Banter@crypto_banter·
🚨ELON MUSK SAYS SPACEX COULD DO $500B TO $1 TRILLION A YEAR BY END OF 2027! @elonmusk said on SpaceX’s Q3 earnings call that the company’s annual revenue could hit somewhere between $500 billion and $1 trillion by the end of 2027. The projection came right after SpaceX t.co/1OOTGcUbL9
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Crypto Banter@crypto_banter·
🚨TESLA AND SPACEX FORM COMMITTEES TO EXPLORE MERGER! @elonmusk said on SpaceX’s third-quarter earnings call that both companies have formed special committees of independent directors to explore a possible merger at the request of shareholders. Musk, CEO of both firms, said he t.co/xspV9qZjko
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Crypto Banter@crypto_banter·
🚨BITCOIN ETFS TAKE $23.16M AS ETH OUTFLOWS CONTINUE! U.S. spot bitcoin:native ETFs recorded a $23.16 million net inflow on October 20, according to SoSoValue data. ethereum:native ETFs saw a $26.13 million net outflow the same day. t.co/RCydPGImei
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Lark Davis@LarkDavis·
Bitcoin ETFs coming to Switzerland. FINMA just greenlit the first true spot $BTC ETF for retail, waiving standard diversification rules because the liquidity is simply too deep. First the US, now Swiss normies get 1-click access. More TradFi capital being orange pilled.
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InvestAnswersNewsletter·
RECAP: BANKS GO ₿ITCOIN
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.
Read ↗
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Chamath Palihapitiya@chamath·
1% of companies represent 90% of AI spending. Of that 90%, 80% of this spend are from unprofitable VC backed companies. So, roughly, $0.70-75 of every dollar of AI spending right now comes from AI companies spending VC investment dollars. As a result, the revenue quality in...
The Kobeissi Letter@KobeissiLetter
BREAKING: Citadel founder Ken Griffin says AI is "almost certainly" a bubble, noting that companies are struggling to turn AI spending into productivity gains. However, Griffin says he is bullish on AI's long-term potential.
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@jason@Jason·
Attorneys: #Pollgate might not be criminal, but it’s certainly actionable on a civil level level yes? Like this candidate could sue for some type of intentional fraud and damages? t.co/as2Nb3kH8c
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InvestAnswers@InvestAnswers·
One earnings report and the whole AI trade wakes up overnight. $SPCX didn't just report. It reignited the market. Is the AI trade back? 🔥
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