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「OpenAI delays」— MS Tom Wigg

「Not a good inference design. Lowe expectations.」— BenBajarin

「try 5.6 - it's "claude-level" on visuals and diagrams - almost feels distilled」— garthbench

「Terra matches GPT 5.5 at half the price」— mweinbach

「SUPER MICRO $SMCI OFFICE REPORTEDLY RAIDED IN TAIWAN CHIP SMUGGLING PROBE」— faststocknewss

「SUPER MICRO $SMCI OFFICE RAIDED AS TAIWAN EXPANDS CHIP SMUGGLING PROBE」— wallstengine

「but a good sign of intelligence」— boneGPT

「we are on an exponential」— emollick

「claude was distilled chatgpt」— tensecorrection

「yeah if we go by the moral "china never thinks/take risks only steals" definition of "distillation" rather tha」— tensecorrection

「$AVAV and $NKE are both heavily beaten-down names, so those are the interesting ones.」— wallstengine

「Revenue $642M vs Est. $559M」— StockSavvyShay

「More economists are forecasting Fed rate hikes than cuts for the first time since 2023」— financialjuice

「If unemployment drops below 4% or inflation stays elevated, rate hikes could return」— DeItaone

「Mega-bullish commentary from Elon on the "insane" supply/demand in memory」— compound248

「Elon telling you to get fucking long semicap」— PythiaR

「Running Doubao reportedly costs more than operating all of Bilibili.」— poezhao0605

「Doubao's total daily user time is less than one-eighth of Bilibili's.」— poezhao0605

「BofA ORCL US Equity Cumulative Net Flow and Price (USD) (24 Months) shows cumulative net flow turning sharply 」— BofA Brian Fenske

「BofA ORCL US Equity Cumulative Net Flow and Price (USD) (24 Months) shows price dropping from a peak near 320 」— BofA Brian Fenske

「We modestly reduce our near-term Waymo estimates for vehicles, rides, and miles, while leaving our out-year tr」— JPM

「Waymo vehicles growing to ~50,000 by YE30 (76% CAGR)」— JPM

「opus actually does p good at long horizon / broad context reasoning a little better imo」— lyc_aon

「opus is better at frontend」— nisten

「with Fable 5, we’ve likely already entered an era where simple distillation won’t be enough」— Daaamn

「I don’t think we will ever regain access to Fable 5 in the way we once had it.」— kimmonismus

「government restrictions on Mythos and GPT-5.6 are a direct response to the growing threat of frontier model di」— mreiffy

「if Mythos is a danger and so powerful why do they need a human to do rule of law work」— Orwelian84

「interesting that for non-Engineering, this chart inflects exactly on Codex app release」— menhguin

「switching to a different model makes a dramatic difference for the best. Codex just did a huge refactor in 10 」— pastaraspberry

「But now, with a single swipe of the pen, export controls have shown us the way. No one reasonably thinks this 」— levie

「In practice it means that models at higher capability levels will have to be thoroughly vetted and tested by t」— levie

「Had to nudge it down another notch on the LO axis as they are increasingly frustrated by any lack of demonstra」— JPM

「Uber expands the list of criminal convictions that disqualify US drivers and expands the background-check time」— Techmeme

「Alibaba sentiment has turned recently given macro concerns and cloud competition from Bytedance and telecom op」— BofA Brian Fenske

「Alibaba executed the largest known distillation attack on Claude to date, generating 28.8 million exchanges」— PeterBerezinBCA

「If we theoretically never release Fable 5 and GPT 5.6 then yes, Chinese models will be meaningfully slowed dow」— gfodor

「the good chinese models are suspiciously american-shaped ;)」— tensecorrection

「US President Trump's administration asked OpenAI to restrict the launch of its next model, GPT-5.6, to only a 」— zerohedge

「我觉得特朗普政府宁愿要求sk/三星扩产也不会允许苹果采购长鑫的存储」— Illidan72169952

「ETA for wider launch is the 2nd week of July」

「월말·월초를 지나고 난 뒤, 이격도 측면에서도 7월 상순 이후쯤 단기 과열 부담이 완화될 수 있습니다.」

「US citizens are going to be able to access ... Fable by the end of July」

「传感器与感知 → $OUST」(OUST)

「FP4 still needs datacenter VRAM; no 4090/5090 loads it.」(NVDA)

「$SOXL 반도체 3배 레버리지 ETF」(SOXL)

「Iran: Strait of Hormuz shipping will be governed by the terms of the war-end memorandum with Oman」(Iran)

「功率电子 → $NVTS」(NVTS)

「all models above Opus will be reserved for our Top 50 enterprise customers with Government approval.」(Anthropic)

「Weekend reading suggestions for new commodity investors that don’t yet know they are commodity investors. Stud」(DRAM industry)

「Apple +0.5%」(Apple)

「All "bottleneck" companies now realize they can pull a "memory" and aggressively hike prices (capacitors are u」(hyperscalers)

「Blue jeans came from Levi Strauss of Bavaria」(Levi Strauss)

「피지컬 ai - $TSLA」(TSLA)

「German Foreign Minister: We support the implementation of the agreement between Israel and Lebanon」(德国外长)

「people who know that we are on an exponential and those whose mental model is that we are at a sort of steady 」(AI模型)

「Each time i look at some open pretrain codebase, and i look under the hood, it ends up being a fork of megatro」(open pretrain codebase)

「I'm reiterating my bullish view on AMZN, GOOGL, and ORCL」(AMZN)

「BofA 正在开展对 Big Tech 盈利和 CAPEX 的买方预期调查，涵盖 GOOGL, META, MSFT, AMZN, AAPL, ORCL, CRWV, NBIS」(BofA)

「Japan PM Takaichi to visit India from July 1-3th - India Foreign Ministry」(Japan PM Takaichi)

「Apple simultaneously also does not continue to do well in AI on a relative basis」(Apple)

「ALL of the "mythos-level" models that cost billions to develop are not publicly available: - Claude Mythos 5」(Claude Mythos 5)

「2025 年：約 27 億美元」(AI 電源半導體)