SPAGHETTI (feat. j-hope of BTS) Release 🔗 Official MV: ▶멜론: ▶지니: ▶YouTube Music: ▶Spotify: #EAT_IT_UP_SPAGHETTI# #jhope# #제이홉# @le_sserafim

UPDATE ON GERALD AND THE CROW SITUATION: Things have escalated. I repeat. THINGS HAVE FUCKING ESCALATED. For those of you just joining us, yesterday I accidentally entered into diplomatic relations with a gang of crows after Gerald stole my good spoon. Well. This morning I walked outside and Gerald was waiting for me. Alone. Standing directly in the middle of my driveway. No screaming. No hopping around. Just staring at me like a tiny feathered loan shark who had come to collect. I said, “Morning, Gerald.” He tilted his head. I gave him a walnut. He did not eat it. Instead, this motherfucker picked it up, walked three steps to the left, PUT IT DOWN, and stared at me again. Message received. The offering was insufficient. So I went back inside and got more walnuts. When I returned… THERE WERE NINE CROWS. Nine. Yesterday there were seven. Gerald is fucking recruiting. And they were arranged in a SEMICIRCLE. This isn’t a bird friendship anymore. I’m funding organized crime. I distributed the walnuts because apparently I pay protection money now. Everything seemed fine until one of the smaller crows tried taking two. Gerald immediately screamed at him. The little one dropped the second walnut. I have accidentally created an economy. Gerald controls distribution. There’s a hierarchy. There are consequences. I’m pretty sure I witnessed a disciplinary hearing before breakfast. Then Gerald flew away. I thought we were done. WE WERE NOT DONE. Twenty minutes later I looked outside and there was something sitting where Gerald had been standing. A bottle cap. A shiny rock. And… MY FUCKING SPOON. HE RETURNED THE SPOON. Ladies and gentlemen. I believe we have successfully negotiated a trade agreement. Unfortunately, there is now a crow sitting on my mailbox. So I still cannot get my fucking mail. I tried approaching. He puffed up. I backed away. That mailbox belongs to the organization now. At this point I’m just a tenant. Anyway, Gerald has officially been promoted to General Gerald, Commander of the Driveway, First of His Name, Keeper of the Good Spoon, Lord of the Power Line, Collector of Walnuts, and Regional Manager of Whatever The Fuck Is Happening Here. I’ll keep everyone updated. But if I suddenly stop posting… Gerald found out I told you.

Vercel CEO @rauchg predicts the future of the economy: AI agents buying products, creating ungodly amounts of software, and reshaping the IPO market. "Fleets of agents automating our work is a massive one. More software, just vast, ungodly amounts of software being created." "People come to me as like, we’ve never seen anything like this. There’s no comparable today in the IPO market. The math doesn’t math. And I actually think we’re still in day one of this new normal." "The other big bet is agentic commerce, the agentic web. The new protocols that are gonna take over, MCP, super bullish. Markdown, the internet that the agents can consume. CLIs. Whatever is good for the agents, they’re gonna eat it all up." "I’ll even make another prediction. We’re marketing to humans right now, but most of our growth is coming because the agents are coming. They’re buying domain names. They’re buying from the Marketplace." "If I were to summarize my predictions, the future of the economy is agents." @vercel

Y’all think $TSLA is 1/ overvalued or 2/ undervalued? To me, it’s still undervalued… I believe the majority of Tesla’s long-term value will come from Cybercab and the Robotaxi network, and we’re still early in seeing what that business can become. The part I keep coming back to is what each vehicle could earn over its lifetime. A Cybercab in Tesla’s fleet can bring in $ money every time someone takes a ride, day after day, for years. If Tesla can keep those vehicles busy and get the costs low enough, the profit from those rides could eventually be worth far more than the profit from selling the car. We’re already seeing the first steps too. Tesla started Cybercab rides in Austin on September 3. By the end of Q3, its Robotaxi fleet had reached nearly 2 million cumulative unsupervised miles, 8x the total at the end of Q2. That’s real progress. Tesla also builds the vehicles, develops the driving software and operates its own charging network. I think having those pieces together gives it a strong foundation to build on as the service grows. Tesla still has to expand safely, get the approvals it needs and make $ money after paying for the vehicles, charging, cleaning, insurance and maintenance, etc. Revenue only gets you so far if the costs eat it all up… That’s why I’m looking years ahead of a lot of people. I want to see how many people use the service, how often each car is working and how much profit the fleet can produce as it grows. My view is that today’s valuation still extremely underestimates what that part of the business could eventually earn. And also when they allow Tesla owner fleets to be on the Robotaxi network… that’s checkmate. As more people experience it in their own cities and Tesla shows what it can earn from those rides, I believe it’ll become obvious to the world why I see $TSLA as undervalued today. Just from Robotaxis, wait until Optimus arrives… either way, just my 2 cents.