🚨 THIS IS CRAZY! FORMER DNC INSIDER SAYS LIBERAL DONORS WON'T DONATE TO WHITES 🚨 @Evanwch: "If you're not a woman of color, don't bother" 📞 "This is WHITE PEOPLE hating WHITE PEOPLE… it's INSANE" 🤯

We’re hiring like crazy at @tenex_labs. Launched 15 months ago and on track to end the year at Series C size. Few key roles: 1) DevRel: If you work in DevRel and want to join a hypergrowth applied AI company transforming fortune 500s & incubating ai products, shoot me a DM. 2) Long form writer: you’d own our newsletter, longform site content, applied AI playbooks, research reports, etc. shoot me a DM if you think you’re a good fit.

Today a crazy quantum story just got wilder. On March 31, the Google Quantum AI team published a landmark result on Shor's algorithm for elliptic curve cryptography. Technically, the paper was a bombshell: a dramatic 10x improvement over the state-of-the-art. As a stunt and wakeup call to the blockchain space, those optimisations were illustrated on secp256k1, the elliptic curve underlying Bitcoin and Ethereum signatures. But perhaps the most striking part of the paper was sociological, not technical. Instead of following standard academic process, the optimisations were kept secret, hidden behind a zero-knowledge (ZK) proof. Google's accompanying blog post mentions they "engaged with the U.S. government". The ZK proof demonstrates the existence of algorithmic improvements without leaking details. Academic censorship with ZK, a historic first! As a co-author of the Google paper I witnessed some of the context surrounding this censorship. To be honest, multiple aspects of that context don't sit well with me. As much as I believe the general public ought to know more, I am limited in my ability to whistleblow. Though let me be clear about one thing: the Google team's professionalism has been absolutely exemplary, and they deserve nothing but praise. Censorship has a way of backfiring. The Streisand effect, where an attempt to bury something only draws more attention to it, is exactly what's unfolding today. First, Google's key optimisation has been rediscovered by the French. And in a thrilling turn of events, a collaborative Shor-at-home challenge just launched. The initiative, available at ecdsa[.]fail, breached a new Shor world record in a matter of hours. Let's start with the rediscovery. Just two months after Google's paper, French quantum expert André Schrottenloher cracks the main secret optimisation. His paper, titled "Optimized Point Addition Circuits for Elliptic Curve Discrete Logarithms", landed on the arXiv today. Big congrats to André, who beat several other nerdsnipped experts to it. In a blog post also published today, Craig Gidney, the world expert on Shor optimisations, revealed that he'd been sitting on this very optimisation for a whole year under censorship pressure. Interestingly, André missed a handful of minor optimisations, both from Google's original publication and from improvements found since. It's plausible there's still plenty of juice left to squeeze out of Shor, and this is exactly what the ecdsa[.]fail challenge is about. The verifier program developed for the ZK proof does double duty, automatically filtering for valid submissions. Dozens of compounding small and micro improvements are rolling in. As of the time of writing there's an 8.4% improvement to Google's circuit, as measured by the product of logical qubit count and Toffoli gate count. Nice! The nerdsnipping ran deeper than anyone expected. Over the last few weeks it became clear it extended well beyond André and other quantum experts. Behind the scenes, a small army of amateurs quietly got to work. Inspired by Karpathy-style autoresearch, they turned AI on Shor. Ironically, the verifier program for the ZK proof makes an ideal reward function for AIs. The barrier to entry for this modern style of research is refreshingly low, with several non-experts, even a teenager, finding nice optimisations. Get in touch if you'd like to join a Telegram group with fellow autoresearchers :) Part 2: neutral atoms and qday The story doesn't end with Google. On the same day Google went public, a stealthy startup called Oratomic published its own Shor paper in a coordinated release. It made a splash, ultimately becoming the most upvoted paper on scirate[.]com, a website ranking arXiv papers. Oratomic's claim was wild. By building on Google's logical optimisations and applying custom physical optimisations for neutral atoms, they claimed just 10K physical qubits were sufficient to run Shor's algorithm on secp256k1. That number is mind-bogglingly low. Knowing essentially nothing about neutral atoms when Oratomic's paper landed, I was intrigued and decided to learn more about the tech. I fell straight down the rabbit hole and spent a couple hundred hours on the topic. I got a little obsessed and watched every YouTube video I could find and spoke to a bunch of experts. My conclusion? The tech is real, very real. Even Google recently decided to start a neutral atom lab, a notable pivot from their sole focus on superconducting qubits. If you care about qday, i.e. the day a quantum computer will break the first piece of cryptography in production, neutral atoms demand your attention. I shared some of my learnings on Shor and neutral atoms in a 30min talk at the ZKProof cryptography conference. You can find it on YouTube by searching "zkproof neutral atom". Here's an interesting observation about this duo of breakthrough papers: neither Google nor Oratomic say a word about what their results mean for qday. No timelines. Zero. Nada. That is especially baffling given that the whole point of whitehat quantum cryptanalysis is to inform qday estimations and help the general public make good decisions. So let me attempt to partially fill the silence, similarly to what Scott Aaronson did in his April 29 post. Given everything I know, including scary non-public information, I now put the odds of qday by 2032 at 50%. 10% by 2030. Anecdotally, the US government has its own date: 2035. Originating at the NSA and later adopted by NIST, it's when branches of the US government will be disallowed from using quantum-vulnerable cryptography. In plain language: with hindsight, that date is a joke and should be discounted entirely. I don't see how NIST avoids being forced to pull it forward by years. Part 3: post-quantum cryptography There are good reasons to sound the alarm today, but please do not panic. Rushing carelessly towards immature post-quantum cryptography is a recipe for disaster. IMO a good target date for migration is 2029, roughly 3.5 years out. 2029 happens to be the date selected by Google, Cloudflare, and the Ethereum Foundation. These days most of my time goes to safely migrating Ethereum towards post-quantum cryptography as part of the broader lean Ethereum effort. There's a lot to do. We need to rip out and replace BLS signatures at the consensus layer, KZG commitments at the data layer, and ECDSA signatures at the execution layer. The plan to get there is compelling, and is based on hash-based cryptography. Within the Ethereum Foundation we've developed a Swiss army knife called leanVM (github[.]com/leanEthereum/leanVM) powered by the magic of hash-based SNARKs. Thanks to truly exceptional work by Emile, Thomas, and others, its performance is derisked. Regarding security, leanVM is a jewel, a minimal zkVM crafted for end-to-end formal verification and maximum security. Want to help? There are two $1M initiatives. First, the Proximity Prize (proximityprize[.]org). Solve a long-standing mathematical conjecture in coding theory, improve hash-based SNARKs, and go home a millionaire. Second, the Poseidon Initiative (poseidon-initiative[.]info), offers $1M for breaking Poseidon, the SNARK-friendly hash function.

Kai Cenat’s Streamer University students gained a combined 9,691,057 followers. Here are the top 50 streamers by followers gained. 1 - Suburbbaby +565,900 2 - Lacy +445,100 3 - Wardrobe +370,400 4 - Haskell +336,300 5 - Marlon +310,700 6 - JasonTheWeen +309,900 7 - PlaqueBoyMax +308,000 8 - Kanel Joseph +296,400 9 - Bilzo +287,700 10 - StableRonaldo +287,400 11 - Madi2hottyy +256,100 12 - Reem +186,900 13 - Silky +171,400 14 - Skai Jackson +159,500 15 - Jordyn Lucas +148,200 16 - NotQuiteLikeDuB +144,200 17 - Braeden +143,000 18 - RunikTV +139,600 19 - Queen Naija +137,200 20 - DreamDoll +128,800 21 - MyaNicoleLive +121,200 22 - Aishah Sofey +120,500 23 - Benjychavez +116,100 24 - Gio +104,900 25 - JShock +104,400 26 - thatsdaveontv +104,300 27 - FindJeremiah (former Love Island cast) +95,000 28 - Regtoofunny +94,400 29 - E11ysa +92,200 30 - Tatum Bittick +91,500 31 - TheyCallMeLeii +89,200 32 - Lanializa +84,100 33 - Yugi2x +82,200 34 - therealmiyalive +77,600 35 - Tiana Musarra +72,600 36 - LuhLiv1 +66,600 37 - Suki Mellow +64,300 38 - JadaMalayTV +62,100 39 - Damii +58,300 40 - Clarence NYC +55,700 41 - Sierra Sprague +55,600 42 - Juicy Jacob +55,000 43 - therealnialovee +52,600 44 - Yaboyywill +51,700 45 - AmberrTyson +50,600 46 - Pudgie16 +50,500 47 - McqueenLive +48,700 48 - Shazdelicious +46,700 49 - Chris Gone Crazy +44,500 50 - Iwantacinnamonroll +42,500

The cast of the ‘Family Guy’ spin-off series ‘STEWIE’ has been revealed. • Stewie - Stewie, voiced by Seth MacFarlane • Skunk - the 100 year-old class turtle, voiced by Aaron Lee • Bean - Stewie’s classmate who says barely any words because he was dropped on his head, voiced by Seth MacFarlane • BJ - Stewie’s new classmate and son of Bruce, a neighbor of the Griffins, voiced by Mike Henry • Royal - one of Stewie’s new friends that hates his crazy adventures, voiced by Kenan Thompson • Morgan - Stewie’s teacher, who parties more than teaching the kids, voiced by Vanessa Bayer • Wanda - Stewie’s intellectual soulmate and object of affection, voiced by Melissa O’Neill • Caroline - A wannabe influencer and Stewie’s formidable classroom nemesis, voiced by Jessica Lowe

DEI is dead and corporations are desperately trying to unpick the millions of dollars they spaffed up the wall on it. A recent video of a dysgenic bog monster emptying a litter bin all over the pavement in New York so that she could steal the bin (hey, who wouldn't want a public waste bin in their living room?) went viral when it was revealed that the woman doing this was a senior DEI executive at JP Morgan Chase. Ironically DEI training often laments the fact that the oppressive, systemically racist white establishment places black people in the areas that have high amounts of litter. This woman's actions suggest another explanation; it's not the geographic location that's creating the litter around the black people's feet. She was immediately fired by the bank, and no wonder. During the crazy BLM years, corporations almost completely excluded white people from hiring. Bloomberg reports that the S&P 500 added over 300,000 jobs and 94% of them went to people of colour. This suggests they weren't hiring based on meritocracy. Temporarily ticking a box on a DEI form has left them lumbered with legions of poor-performing, entitled employees. And all the DEI executives, such as this woman, do nothing useful for a business. They actively harm it by getting in the way, meddling, and forcing a business to make decisions based on communist ideology rather than what's profitable. No wonder JP Morgan jumped at the opportunity to fire her.

🚨 THIS IS NOT NORMAL SpaceX, OpenAI, and Anthropic are preparing to go public. All at once. To absorb these giants, the market will need to find $200 BILLION in fresh liquidity. This is a brutal stress test for global investors. To buy into these IPOs, big funds need a lot of cash. They will ruthlessly cut overextended tech. First in line: NVIDIA, Microsoft, and Google. But these companies hold up the entire S&P 500. If they start to fall, the index will follow. We saw this before during the COVID bubble. Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices. When the Fed hiked rates and liquidity dried up, these stocks crashed 80%. The AI and tech sectors are already running on fumes. Add a $200B drain, and you get a systemic flush. Get positioned before this massive rotation begins. As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.

Things My Patients Taught Me — 5 of 20 He was struck by lightning — and woke up a different man. The part that still gives me chills: he didn't want the old one back. The human body is not built to survive 300 million volts. Lightning can stop a heart in an instant, cook organs, and blow out through the soles of the feet. Survival is rare. Full recovery is rarer still. So when the call came in — mid-twenties male, struck on a mountain trail, still had a pulse — I braced for the worst. They wheeled Daniel in with the fern-like burns that only lightning leaves, branching across his chest like red frost. A park ranger, caught in an open stretch when the storm rolled through. His heart was in chaos. He was unconscious, responding only to pain. For two days he hovered in that unreachable place between living and dying, and all we could do was hold the line and wait. And then, against every odd on the board, he woke up. Fully. Clear-eyed. No lasting damage any scan could find. But something had changed. "I can't explain it," he told me a few days later. "I feel different. Like I'm seeing everything for the first time. Colors are brighter. Food tastes more intense. And I feel this... connection. To everything. Like the boundary between me and the world got thinner." He looked at me carefully. "Does that sound crazy?" "Not crazy," I said. "The brain goes through enormous electrical change during a strike. These effects are usually temporary." He held my gaze. And he said something I've never forgotten. "What if I don't want it to be temporary?" He started sketching — something he swore he'd never done in his life. His bedside table filled up with drawings: the view from his window, the hands of the nurses, his own face half-covered in the lightning's mark. The day before discharge, he asked me to sit with him. "Everyone keeps saying how lucky I am to be back to normal," he said. "But what if normal wasn't enough? What if getting struck was actually a gift?" I chose my words carefully. "Medicine sorts experiences into traumatic or beneficial based on outcomes. But what it means? That's yours to decide. Only you can say what this event means for your life." He nodded slowly. "The odds of surviving a direct strike are almost nothing. What are the odds I got this second chance for no reason at all?" A year later, a letter arrived. He'd left his old job. Trained as an art therapist, working with trauma survivors. He'd held his first gallery show — drawings inspired by the very burns that had nearly killed him. And on the one-year anniversary of the strike, he'd hiked back up to the exact spot. Not to tempt fate — he checked the forecast obsessively, he promised — but out of gratitude. To close the circle. Standing there on the mountain, he wrote, I realized something I wanted to share with you. Some patients recover from their wounds. Others are transformed by them. Both are forms of healing. He'd enclosed a drawing. A mountaintop, the sky split between storm cloud and breaking sunlight. In the foreground, a tiny human figure, arms flung wide — not in fear, but in embrace of the whole vast thing. Beneath it he'd written: The lightning taught me that boundaries are illusions — between life and death, between self and world, between what breaks us and what makes us. That drawing has hung framed in my office ever since. Daniel taught me that trauma can be both a wound and a window. That my job, sometimes, is not to explain away a patient's transformation, but simply to make room for it — to hand back the authority to say what their own suffering means. He wrote one more line in his exhibition catalog that I keep beside the drawing: Maybe we're all struck by lightning in different ways — sudden flashes that change us forever. The only question is whether we recognize the strike when it comes.

Stock Ratings [June 7th]: On current AI sector crash. Explanations below. Strong Buy: $GOOGL $MU $SNDK SK Hynix Buy: $AMZN $AEHR $AAOI $CIEN $COHR $CRDO $DELL $FN $FORM $GLW $JBL $LITE $MDB $MRVL $MSFT $NBIS $NOW $NVDA $RDDT $RKLB $SIVE Hold: $ARM $ASML $AVGO $AXTI $BE $META $MTSI $PLTR $SOFI Avoid: $CBRS $CRWV $ETH $HIMS $IBIT / $BTC $IREN $MELI $SNAP $TSLA $SPCX (SpaceX) IPO --- Thoughts: Strong Buy: GOOGL - $85B raise is dilutive but they actually have ROI on their capex. Tbh, they'll probably always be a Strong Buy for me. Just the cleanest AI ROI among all the megacaps. MU / SNDK / SK Hynix - If you're not bullish on memory, then idk for you. Buy: AMZN - Mainly for AWS reacceleration + Trainium. But some tension comparing AWS growth (+17%) vs Azure (+31%). Feel like custom silicon + distribution combo is durable even if growth rate lags a bit. AEHR - H2 ramp in WLBI/PLBI systems coming, anchored by "significant" follow-on Sonoma order from lead hyperscale customer. Just need to wait a bit esp. for rev to inflect. But AI ASIC burb in is mandatory as device power goes up. AAOI - Q3 capacity ramp (via facility expansion in Texas) toward 650k+ 800G/1.6T units/mth. Capacity coming online is the catalyst imo along w/ already known laser bottleneck + Made in US premiums. CIEN - Just a high quality biz that got pounded last week (-22%). Beat + raise earnings, but stock dropping this much is an overreaction. CEO even said demand is "structural, multi year and AI-driven" shown by AI-driven DCI being their fastest growing part of the order book as new long-haul routes get built for latency and bandwidth. COHR - upcoming CPO ramp (Nvidia spectrum-x) will speed things up, these prices will look cheap when we look back imo. CRDO - Personally bought a ton last week post-earnings drop. Like Ciena, v. high quality compounding hold through the whole AI supercycle. Crazy high margins. Obviously compete w/ Marvell/Broadcom on SerDes, but also need to factor in the 1.6T switch replacement cycle into late 2026. DELL - Trump effect. I've learnt my lesson and will listen to him next time. FN - v. low drama way to ride transceiver demand + iPronics sipho line for cpo. New datacom wins also extending into next FY, although some Nvidia conc. risks. Put them in Buy just to be generous as was unsure tbh. FORM - Important for HBM, adv packaging and CPO for higher yields. Foundry test intensity only set to increase w/ production. GLW - Lead glass core substrates which are an advanced packaging bottleneck. LTP w/ Nvidia to expand US optical manufacturing for AI infra too. JBL - Stock has done nothing for a month, but earnings coming up could be a nice catalyst for a push higher from their DC infra segment growing + outpacing drag from legacy mobility/ev exposure / margin mix. LITE - CPO ramp + Nvidia qualification like Coherent. MDB - AI is not replacing them. Imo they win vs. bolt on vector stores since their architecture is so simple. MRVL - going to $1T according to Jensen. Underlying business is solid though esp. w/ Celestial acquisition for photonics. SPY inclusion last week too is a big positive. MSFT - Current valuations are a joke tbh, markets probs punishing some margin compression. Rev +18%, Azure +40%, AI run rate +123%. So, v. clear enterprise monetisation path. Will be buying next week in retirement account. NBIS - Best neocloud by far. They're a $100B biz vs. ~$57B currently. Jensen: "Nebius will take care of you." NOW - AI is not replacing them. No enterprise CEO/CTO is dumb enough to offboard them at this point. NVDA - Same as Microsoft. Been buying this whole time, but am now even more confused at current cheap valuations. RDDT - AI is not replacing them. Cash printer. ARPUs improving also in legacy segments like international. RKLB - #2# in commercial launch after SpaceX + their IPO should re-rate the entire space comp set where RKLB is the main liquid proxy. Unbelievable earnings also, just executing so well rn. SIVE - everyone on X knows at this point? Hold: ARM - current valuation prices in flawless execution imo. But their IP is growing in DC CPUs e.g. Nvidia grace, AWS Graviton etc. ASML - Elon said yesterday: "ASML should be treasured and supported. It is arguably the greatest company in Europe." - I agree. Also Terafab fireside chat next week High-NA EUV is the next leg, locking in the roadmap through the decade. Could also be a "Buy" for more risk averse people. AVGO - CEO didn't raise >$100B FY27 target + flagged that Google will multi-source. Current AI mix is also diluting margins slightly. Just needed a pullback before the thesis starts working again. AXTI - InP substrate bottleneck, crucial for AI buildout rn. Could also buy rn, just a slow dca since they've run up a ton already + raise completed ($632M) to 2x InP capacity. BE - SOFC winner imo (Ceres 2nd). Don't think it's a buy just yet due to some valuation vs. profitability gaps. META - hold based on capital allocation mainly. Market seems wary of the ROI on their AI capex hence the continuous dips. Also potential raise to fund capex like Google too - once that digests, I'll personally look to buy. MTSI - Big fan of their investment into $IQE since it de-risks operations a lot, but just think COHR/LITE are better options for 800G/1.6T transition. PLTR - Relatively poor Risk:Reward at current multiples. SOFI - rate sensitivity. Loan book + credit performance carry macro risk which caps conviction rn. Some positives though w/ young + growing member base. Would need to look at credit trends + Fed path in June FOMC to re-assess. Avoid: CBRS - avoid at current prices. Would want it to come down closer to ~$40B mc before I look to dca. Would love to hold since they own genuinely unique tech. CRWV / IREN - Financing for both is a mess...debt/dilution. Nebius are just a better multi yr neocloud. HIMS - Forced out of higher margin GLP1s into lower margin braded GLPs from Novo/Lilly. Feel like their moat was to do w/ regulatory arbitrage on compounding. With that gone, it's a customer acquisition + churn biz buying branded drugs at lower margin. IBIT / BTC - Macro setup is hostile. Higher rates for longer (10Y ~4.54%, 30Y >5%) raise opportunity cost. Pure liquidity/risk appetite instrument + both are tight rn. ETH - same as bitcoin. MELI - personally a little confused - either a hold/avoid. Seeing some margin compression via their credit book growing faster than revenues. Talks of margin recovery next year, at which point the stock could re-rate. SNAP - Absolute worst social media app + CEO is a weirdo. Platform keeps losing share to Meta/Tiktok. TSLA - Huge competition from other EV makers shown by production > deliveries volumes. Humanoids will be their next key growth driver, just a little while away. SPCX (SpaceX) IPO: I never personally participate in IPOs + SpaceX specifically is way too overvalued for me. Will be going long eventually though. Rough ballpark would be ~$1.5T if it gets there post IPO. --- Just for very high level notes at current stock prices (NFA). I'm personally staying long despite the current macro backdrop, mainly in AI supercycle names e.g. memory, semis etc. But then you also have great companies at depressed prices, mainly in SaaS which I'm DCA'ing currently. I don't hold positions in all of these names. This is just a subset that overlaps my "Close Tracking" list + X's favourite names.