The Texas Employment Forecast indicates jobs will increase 2.0 percent in 2026. Texas employment grew an annualized 3.5 percent in June, adding 42,100 jobs. Meanwhile, May employment growth was revised up to 1.3 percent.

# Useful but Little-Known Features of ADK 2.0 🌍 How do you keep track of user preferences, intermediate results, and shared data across agent conversations? ADK 2.0's State system makes it straightforward. ADK 2.0's State feature is a key-value scratchpad for persisting and sharing data within and across sessions. Different prefixes control the scope of each piece of state. 📌 Title: State Management 🔗 URL: 🧩 Overview State is a key-value data store with four scopes determined by prefixes. No prefix means session scope (valid only within the current session). The user: prefix shares state across multiple sessions for the same user. The app: prefix makes state global across all users and sessions. The temp: prefix creates temporary state that is discarded after the invocation ends. You can reference state values in agent instructions using the {key} syntax, enabling dynamic prompt construction. 🛠 How to use it There are several ways to write state values. ```python # 1. Auto-save agent output with output_key agent = Agent( name="summarizer", output_key="last_summary", ... ) # 2. Explicitly set via EventActions.state_delta from import EventActions actions = EventActions(state_delta={"user:preference": "dark_mode"}) # 3. Set from within tools via ToolContext def my_tool(query: str, tool_context: ToolContext) -> str: tool_context.state["app:global_counter"] = 42 tool_context.state["temp:intermediate"] = "temporary_value" return "done" ``` Reference state in instructions like this: ```python agent = Agent( instruction="User preference is {user:preference}. Previous summary: {last_summary}", ... ) ``` 🏗 Building it into production ・Choose the right scope for each piece of data — use temp: for throwaway intermediate results ・Design user: and app: scoped state carefully, as changes affect multiple sessions ・Always read and write state through CallbackContext or ToolContext to ensure event tracking ・Establish consistent naming conventions for state keys across your team 💡 Use cases 👤 Persist user preferences across sessions with the user: prefix 📊 Track application-wide statistics and counters with app: prefix 🔄 Automatically reference the previous agent output in the next step via output_key 🧹 Store intermediate computation results temporarily with temp: to keep sessions clean ⚠️ Watch out Do not directly modify session.state outside of a context. Bypassing CallbackContext or ToolContext skips event tracking, meaning state changes won't be recorded in the event history. This can break rewind functionality and make debugging significantly harder. ✨ By leveraging State's four scopes, you can flexibly manage agent memory and context. Proper state management is the foundation of high-quality agent experiences. #ADK# #AIAgent#

Strasbourg is down 1-0 from the first leg. However they have been huge game flippers. Coming back from 2-0 first leg defeat against Mainz, with a 4-0 triumph in the second leg. Currently at 42 cent per share, with potential to flip straight after tonight’s game Going for a comeback for Strasbourg, with the victory sending them straight to Leipzig What your waiting for?

$25 A DAY: BITCOIN OR ASST FOR FIVE YEARS? I modeled 1,825 daily purchases totaling $45,625. The assumptions: Bitcoin rises from $63,561 to $500,000 ASST holds 20,167 BTC throughout ASST buys and sells zero Bitcoin $782.95 million of preferred stock costs 13% annually Common shares are issued to fund those dividends ASST begins at $12.42 and 1.5121× CEBE mNAV Here is the payoff. BITCOIN The DCA accumulates 0.215795 BTC at an average cost of $211,427. Final value: $107,898 Profit: $62,273 Return: +136% Money multiple: 2.36× ASST AT 1.0× mNAV - mNAV collapses to 1.0 ASST finishes at $98.98. The DCA accumulates 915.02 shares worth: $90,569 Profit: $44,944 Return: +99% Money multiple: 1.99× Bitcoin wins by $17,329. ASST AT 1.5121× mNAV - stays the same ASST finishes at $151.68. The DCA accumulates 805.58 shares worth: $122,193 Profit: $76,568 Return: +168% Money multiple: 2.68× ASST beats Bitcoin by $14,295, or 13.3%. ASST AT 2.0× mNAV - mNAV goes up ASST finishes at $202.38. The DCA accumulates 734.87 shares worth: $148,722 Profit: $103,097 Return: +226% Money multiple: 3.26× ASST beats Bitcoin by $40,825, or 37.8%. The breakeven is approximately 1.281× terminal mNAV. Below that multiple, Bitcoin wins. Above it, ASST wins. ASST never acquires another coin in this model, yet its CEBE sats per share still rise from 12,922 to roughly 19,800–20,238. That makes mNAV matter twice. It determines the terminal valuation, and it determines how many shares ASST must issue along the way to raise the same number of dollars. At 1.0×, dilution wins. Above roughly 1.281×, the residual balance-sheet leverage wins. Bitcoin is the cleaner asset. ASST is the wager that Bitcoin reaches $500,000 before the capital structure eats the amplification.

Takeaways of Intel (INTC) 2Q26 earnings note •TP to $136 (5x 2027E BVPS / 34x 2028E EPS) •2Q26 the strongest rev growth in 15+ years of $16.1B, beat estimates (consensus $14.3b, GFe $14.8b) •Strong 3Q guidance of Rev $16.3b (vs consensus $15.1b, GFe $16.2b). GM guide of 42% (vs consensus 40%, GFe 42.2%). Foundry Accelerating: •Foundry business gaining strong traction with sound execution •18A yields ahead of internal targets; Panther Lake inline with our ~80% view •Intel 18A-P entered risk production — competitive node for external customers (e.g. Apple M-series highlighted in Dec 2025) •14A clear timeline: PDK 0.9 by Oct, risk production + external customer volume in 2H28 •Robust pipeline, especially Apple smartphone & server CPUs •Aggressively raising 2026 capex >$20B, with significantly higher 2027 capex — big capacity buildout for 14A/18A/Intel 3, inline with our earlier note of a Big Lift in Capacity •On track for profitability in 2H27 driven by yield + scale Other Highlights: •Upward EPS revisions (+3% 2026E / +11% 2027E) 🆚 Per our earlier TSMC (2330 TT) Downgrade note on July 16, we note that TSMC’s capex acceleration was late in this AI cycle, leaving room for Intel, which also backed by Made in U.S. and improving execution. #Intel# #INTC# #Semiconductors# #Foundry#

Happy Birthday, Elon Musk! 🎂🚀 Today we celebrate the ultimate builder, innovator, and meme lord who turned sci-fi dreams into reality. From early startups to revolutionizing multiple industries, here’s a tribute to every major Elon Musk product Every Elon Musk product: 1. Blastar (1984) 2. Zip2 (1995) 3. X . com (1999) 4. Tesla Roadster (2006) 5. Falcon 1 (2006) 6. Tesla Model S (2009) 7. Falcon 9 (2010) 8. Giga Fremont (2010) 9. Dragon 1 (2010) 10. Supercharging network (2012) 11. Starship (2012) 12. Hyperloop (2013) 13. Dragon 2 (2014) 14. Tesla Model X (2015) 15. New Spacesuits (2015) 16. Starlink (2015) 17. Powerwall 1 (2015) 18. Giga Nevada (2016) 19. Tesla Model 3 (2016) 20. Powerwall 2 (2016) 21. Tesla solar roof (2016) 22. FSD (2016) 23. Tesla Semi (2017) 24. Tesla Roadster 2.0 (2017) 25. Tesla solar panels (2017) 26. Giga New York (2017) 27. Neuralink (2017) 28. Not-a-Flamethrower (2018) 29. Falcon Heavy (2018) 30. Giga Shanghai (2019) 31. Tesla Cybertruck (2019) 32. Tesla Cyberquad (2019) 33. Tesla Model Y (2019) 34. Tesla Megapack (2019) 35. Tesla Insurance (2019) 36. 4680 cells (2020) 37. Short Shorts (2020) 38. Tesla Optimus (2021) 39. Giga Berlin (2022) 40. Prufrock II (2022) 41. Burnt Hair Parfume (2022) 42. Giga Texas (2022) 43. Powerwall 3 (2023) 44. Tesla Dojo (2023) 45. Giga Mexico (2023) 46. Grok (2023) 47. Cybercab (2024) 48. Robovan (2024) 49. Robotaxi (2025) 50. SpaceX IPO (2026) 51. xAI + SpaceX Merger (2026) 52. Macrohard (2026) Note: this list is not exhaustive. Some of the products are in development status.

Ep. 272: FIRE Monthly Member Webinar - May 2026 Shouting down speakers, UCLA free speech, heckling, AI, doxxing, cancel culture, and more! Featuring @TheFIREorg's @glukianoff, @WillatFIRE, @acglennon, and @NicoPerrino Timestamps: 00:00 Intro 02:40 Get your tickets to Soapbox now! 06:30 Congratulations to Will on 20 years at FIRE 07:31 How is FIRE responding to shouting down speakers? 11:33 Will FIRE include viewpoint diversity in our College Free Speech Rankings? 13:48 What is FIRE’s response to UCLA Law students protesting a DHS speaker? 17:07 NYU’s commencement speaker Jonathan Haidt 21:20 Is walking out on a controversial speaker protected free speech? 23:28 Is FIRE involved in Texas State University professor Tom Alter’s case? 25:50 What is the scholar to attorney ratio at FIRE? 27:47 Has cancel culture on college campuses changed since Trump 2.0? 32:00 What is FIRE’s stance on doxxing? 37:02 FIRE volunteer opportunities 37:33 Can the government regulate AI? 42:01 Is talk therapy speech or medical treatment? (Chiles v. Salazar) 46:02 What are the most pressing threats to online expression? 51:30 Special thanks to the Middlebury College Democrats and Republicans 53:45 What are the most challenging aspects of FIRE’s work with technology and free speech? 57:10 Does accepting government money protect or restrict speech? 1:00:25 Is FIRE a reactive organization and what solutions do we offer? 01:01:41 Outro

Logan Gilbert owns a 2.42 ERA (17 ER, 63.1 IP) and a 0.84 WHIP that leads the American League over his last 10 games since May 22. ⚾️: 11:35 a.m. PT / 1:35 p.m. CT (at Rangers) 📺: 📻: @SeattleSports 📝:

Watch @saylor 's latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026. A Master Class. 0:00 - Strategy’s Bitcoin sale controversy 0:15 - Why Strategy may sell Bitcoin 2:42 - “Never sell your Bitcoin” explained 4:19 - How Strategy buys more Bitcoin than it sells 6:12 - Michael Saylor’s Bitcoin accumulation philosophy 7:45 - Using Bitcoin liquidity and market arbitrage 9:49 - Responding to Ponzi scheme criticism 12:07 - STRC trading patterns and Bitcoin buying 13:28 - What really drives Bitcoin’s price 16:34 - Bitcoin, macro risks, and Fed policy 18:21 - Bitcoin as digital capital and digital credit 20:29 - Strategy’s dominance in preferred stock issuance 21:45 - AI, digital credit, and Bitcoin’s future 23:13 - Saylor’s childhood inspiration and MIT story

Aaron Levie, Box CEO @levie "I'M HAVING WAY TOO MUCH FUN WITH AI." "I do way more stuff because of AI. Frankly, I'm exhausted because I'm just signing myself up to more and more work. But I have a fun time using the technology." "There's always something that I've wanted to do that I just haven't had the time for personally, but now AI lets me do it. At 10pm, I can do it on my own." @mshrnakagawa sat down with Aaron to discuss how AI will change the way we work. 0:00 A "Manager of Agents" Is Actually Powerful 1:43 No People Manager in the Era of Agents? 2:42 "Still Need a 10,000-Person Company?" -- Silicon Valley's Big Debate 4:15 Why OpenAI and Anthropic Are Hiring People 6:01 The Fastest-Growing Job: FDEs 7:06 As Long As You Sell to Humans, Jobs Will Grow 8:03 How Aaron's Own Job Has Changed 9:48 "TOO MUCH FUN WITH AI" at 10pm 10:36 Token Problem Is REAL 12:05 "Tokenomics" and the Need for a Model Router 14:24 Why People in the Valley Are Tokenmaxxing? 16:09 The Real Bottleneck: CONTEXT 17:40 "You Don't Have to Record Everything" — How to Feed an Agent