6 months ago: “We’re going through a cognitive version of the Copernican revolution” 2 weeks ago: “LLMs are still just guessing the next word to say. It’s not really grounded in any deep understanding of the real world.” maybe not a contradiction, but definitely a tone shift.

6.1% fixed on Pfizer. Here's how. The questions we got today, answered. "Where does the yield come from?" The pool sells pPFE, Pfizer with its dividends stripped out, for 0.927 of a share. It's a full share again on 31 Dec 2027. A 7.3% discount over 15 months is 6.1% a year, locked the second you buy. "Why not just stake stables?" Staking pays you to lend dollars. This pays you to hold a stock you wanted anyway. If you'd own Pfizer either way, this is Pfizer plus a rate you know in advance. "What's the catch?" Your money follows Pfizer's price. That's the one variable. The rate doesn't move, even if Pfizer cuts the dividend. "Can I get out?" Any day. Sell it back on Uniswap, the pool takes its usual 0.3% swap fee, no lockup, no maturity to wait for. "Can I go bigger?" On the S&P version, yes. Post pSPY on Morpho, borrow USDG at 0.79%, buy more pSPY. That's the loop. Thin spread on SPY and you're levered to the index, so size it like you mean it.

6 OpenAI employees left in 2021 to build Anthropic. 5 years later, six of them just debuted on the Forbes 400 with an estimated net worth of $15.5 billion each. Daniela Amodei, Dario Amodei, Tom Brown, Jack Clark, Jared Kaplan and Sam McCandlish are now worth ∼$93B combined. Forbes estimates each owns around 1.6% of Anthropic, which was valued at $965 billion in May.