The next enterprise AI adoption wave will shift from flat seat licensing to ROI-weighted token budgets, allocating compute to the projects and people with the highest demonstrable return.

vLLM is running on half a million GPUs at any given moment, reflecting its scale as open-source AI infrastructure.

Since Bitcoin peaked last October, cumulative ETF outflows hit $10.4B peak, with $9.3B (nearly 90%) concentrated in the final two-month stretch.

vLLM is currently running on half a million GPUs at any moment.

StarCloud's deployable radiator achieves 10x lower mass per watt of dissipation than the ISS radiator.

A VC firm has codified a rule to sell 20% of its position when doing so would return 0.5x DPI to LPs.

Consensus long-term expected nominal return for US equities is roughly 6%, versus 30-year Treasuries at roughly 5%, implying an equity risk premium of only 1%.

MiniMax M2.7 and Kimi K3 signal a shift in open-weight licensing toward usage-based restrictions, moving away from permissive Apache-style terms.

“I would say something like 70% chance that this goes horribly wrong like human extinction.”

“From Bitcoin's code perspective, it didn't bend the knee. The institutions bent the knee to bring Bitcoin into it.”

“Every good AI is good in the same way. Every rogue AI is rogue in its own way.”

“If we just talk specifically about 300 million ARR, most of that's like almost 70% are agencies.”

“We're spending half a trillion dollars more than we're taking in.”

“We were the fastest robot from zero to launch in three years and we've only spent about 15 million total.”