Continues to surprise me that we don’t see more deliberate competition on LLM personality, especially given how many users have strong preferences for particular models (eg Opus 4.6) that are more important to them than differences in raw capability.

Continue to believe that $CRCL is underappreciated. The network effects in stablecoins are around the asset and they are incredibly difficult to displace. Many will try, very few if any will succeed.

Rollup continues to dominate on YT. We are now growing at the fastest rate we've ever seen since we started 6 years ago and it seems to only be accelerating from our latest metrics. Incredible sign for our industry tbh

Luna continues to be my favorite model in the market Tolerable price point (I'd still love to see this much cheaper), great capabilities, acceptable speed. Its a good balance across all aspects given whats available today.

$FSLR Continues Patent Lawsuits Against Solar Rivals First Solar plans to withdraw its ITC complaint and resume patent lawsuits against $CSIQ, Jinko Solar, $TE, and Trina Solar in US courts First Solar holds TOPCon patents but manufactures CdTe thin-film solar cells, giving it little incentive to settle through cross-licensing Patent litigation, combined with US tariffs, is making it harder for foreign TOPCon manufacturers to enter the US market Some manufacturers are turning to alternative technologies to avoid the dispute, including PERC and heterojunction (HJT) solar cells