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5yr old Cooper would likely be alive today if humans weren’t allowed to drive! 90% of all crashes are caused by human error. @NHTSAgov It’s unacceptable 35k people will lose their lives in auto-related accidents this year on US roads. Create ADS FMVSS rules now! Preventable deaths are not accidents.
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Coldcard: “The bug lived in public for 5yrs, even third party researchers didn't find it. We believe if took the lastest LLM models to find it.” Public record: “The flaw was pointed at, in May of 2025, by a person, with no frontier model, who traced it to the library by name and was told the company would already know if something were wrong. It was found again after disclosure by people pointing ordinary code-analysis tools at a public repository. What took five years was not the finding. It was the looking.”
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Massive jump in real yields today... 5yr breakeven was unch at 2.25%
Create your own girlfriend no rules no filter 👉
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Small and large speculators with both hands and both feet long the Nasdaq $QQQ. 5yr high on positioning while $NVDA has a failed breakout
$IREN genuinely curious what deal economics look like with Anthropic. Assuming this is a 5YR+ deal which @Agrippa_Inv suggests could anchor 50MW of GB300 capacity at Childress. FYI in August, Anthropic signed a 6YR $44.6B deal with Nscale for 460MW of Rubin compute at its Monarch campus. That works out to $16.2MM/MW/YR in annualized contract value. Granted, Nscale's deal covers substantially more capacity on newer-generation silicon, and the contract structures may differ, so it's not apples-to-apples with $IREN. And if you're thinking about the ~$30MM/MW/YR headline from Anthropic's deal in May with $SPCX, that is a highly unusual arrangement. 1/ Near-immediate scale deployment Anthropic contracted 325K GPUs across Colossus I & II, with capacity ramping in May–June 2026. They're paying a premium for compute available almost immediately. 2/ Short-term commitment, long-term optionality 6 month minimum commitment, with either party able to terminate on 90 days notice after the initial 3 months. Otherwise, the agreement can run through May 2029 at $1.25B/month. Either party can walk away though, so hard to quantify how that flexibility factors into pricing.
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Of course bond vigilantes want more. Warsh is captured hiking into the lowest core PCE in 5yrs… Predictable market response. Let’s see what happens tmrw… could flip
🚨 Shea Charles to undergo medical on Monday ahead of completing transfer from Southampton to Fulham on 5yr contract. Deal for 22yo #SaintsFC# holding midfielder £26m & could reach £30m if #FFC# performance milestones met @TheAthleticFC after @FabrizioRomano
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