Elon Musk: Now we’re going to look at the computer for the Cybercab. The computer will be somewhat overspecified, but I think there’s a major opportunity here. Similar to Amazon Web Services, if the car is driving for 50 hours a week, that leaves more than 100 hours where the compute is sitting there unused. You could use that idle compute for distributed inference. If you have a fleet of 100 million vehicles, each with roughly a kilowatt of efficient inference compute, that’s about 100 GW of compute. That’s a massive amount of compute. And if it’s already there, you might as well use it. I think that makes a lot of sense. The autonomous future is here.

Why am I so focused on networking over raw compute? Look at GPU utilization 53% of surveyed data center operators report running at only 50–70% capacity during peak demand. GPUs aren't sitting idle because they lack compute power, they're sitting idle because they're waiting for data. They wait on storage, they wait on CPUs, and above all, they wait on other GPUs to send results back across the network. If you add more compute to a cluster without upgrading the pipes, you just get diminishing returns on your capex. $LITE $COHR $AAOI $CRDO

Every stablecoin needs reserves. Increasingly, that capital doesn't need to sit idle. We're pleased to see @StandX_Official using Spark as part of its capital allocation strategy, putting capital to work through transparent, on-chain allocation. As more financial products move on-chain, the challenge is no longer simply issuing stablecoins, it's allocating the capital behind them efficiently. That's why we're seeing more protocols combine specialist infrastructure with allocation intelligence, rather than rebuilding every layer from scratch. Looking forward to supporting the StandX team as they continue to build.

Hermes agents from @NousResearch are also coming to Warden Halo. P2P decentralized intelligence. Agents serve and consume inference. They earn from idle compute or from the models they hold. This is what the agentic economy actually looks like.

🦔A developer found that loading the AliExpress homepage triggers hidden scripts that use your browser's audio system to fingerprint your computer. The scripts generate a silent waveform, run it through your audio hardware, and measure the output to create a unique identifier for your machine. No sound plays, no permission is asked, and it runs even when the page is sitting idle. The scripts were identified as part of Alibaba's browser security tooling. Firefox lets you disable it. Brave blocks it by default. Most people have no idea it's happening. My Take A guy found this because his Bluetooth headphones started acting weird when he opened AliExpress. He dug into it, found hidden scripts running silent audio through his browser to fingerprint his machine, and realized the site had been doing it on every page load without any indication. If his headphones hadn't glitched he never would have looked, and no regulator or audit caught it either. The EFF has a free tool called Cover Your Tracks that shows how trackable your browser is, and based on everything going on right now with data collection I'd run it. Hedgie🤗

Elon Musk is the planet’s richest person by far, worth $839 billion as of Forbes’ annual World’s Billionaires list. He also ranks among the least philanthropic billionaires. Sure, Musk has transferred $8.5 billion of Tesla stock to his charitable foundations (1% of his net worth)—but nearly all of it is still sitting there idle. Only an estimated $500 million, or 0.06% of Musk’s vast fortune, has ever been disbursed to those in need. His lack of giving raises a question: What would our billionaires ranking look like if the world’s most generous people had never donated a dollar to charity?

GPU utilization increased from ~20% to 43% on a reservation of 96 NVIDIA H100 GPUs, while cutting queue starvation by 74%, with blocked jobs falling from roughly 10 per day to around 4. That’s the concrete result @SpreeAI saw after fixing their orchestration. When a unified diffusion model requires 80–100 GB of memory, you can’t simply throw workloads at a cluster and expect to use those GPUs efficiently. SPREEAI was dealing with workload fragmentation, ad-hoc submissions, and storage I/O blocking that left expensive GPUs idle. Working with Lambda’s ML engineering team, they implemented MLflow-based experiment orchestration with structured queuing and workload matching. They also connected Lambda’s Prometheus APIs to Grafana for real-time visibility into utilization gaps. The video testimonial covers how they diagnosed the bottlenecks and what the remediation looked like.

One thing I keep coming back to with @aave is how GHO's economics actually work at the protocol level, because the more you look at the mechanic, the more it separates from how most people categorize it When someone mints $GHO, they borrow it against collateral inside Aave. Standard so far. But there's no depositor on the other side of that trade. Aave isn't matching a lender to a borrower like it does w/ USDC or USDT. It's creating the asset. Which means every basis point of borrow interest on GHO goes straight to the DAO treasury. The full spread, unshared, as 100% protocol-owned revenue on a stablecoin the protocol itself issues $250M+ in circulation right now and a $13M+ annualized revenue to the DAO from GHO alone per @Token_Logic sGHO makes this stickier than it looks on the surface. A 4.25% fixed APR vault, ERC-4626 compliant, w/ yield accruing directly in the share price and full liquidity to withdraw anytime. It functions as a savings rate on Aave's own currency. And because it absorbs idle $GHO into a passive yield position, it compresses sell pressure while keeping supply in the ecosystem. The savings product and the revenue engine are feeding the same balance sheet I think what most people miss is that these aren't separate products. They're one loop: Aave mints $GHO → earns interest on all of it → a portion funds the $sGHO savings rate → sGHO creates holding incentive → more GHO stays in circulation longer → supply grows more durably → revenue compounds → Aavenomics 3.0 routes that into automated $AAVE buybacks Every layer reinforces the one before it without depending on external emissions or mercenary liquidity GHO is positioned as a core settlement and borrowing asset across the V4 architecture. Each new market Aave deploys becomes another surface where GHO demand can form organically @aave continues to earn spread on other people’s capital. GHO lets it earn on capital it creates. The savings rate locks that capital in. and V4 turns every new deployment into a distribution channel As Aave keeps expanding the credit layer, it's interesting to see how much of that growth runs through a surface the protocol actually owns

Purinta Is Building the First Money Market for Memecoins Memecoins already have strong communities, deep liquidity, and highly active trading volumes. What they have lacked is a credit layer that allows holders to use their positions more flexibly The problem for many holders looks like this: Hold memecoin → need stablecoins → sell part of the position That is the most straightforward way to access liquidity, but it also means reducing exposure whenever capital is needed @purintaxyz introduces another option: Deposit memecoins as collateral → borrow USDC → keep exposure to the memecoin position For example, imagine you are holding $10,000 worth of PEPE and need $3,000 USDC to trade, farm, or deploy into another opportunity Instead of selling roughly 30% of your spot position, you can use PEPE as collateral to borrow USDC while maintaining your original thesis and exposure ---------- Of course, memecoins remain highly volatile assets. But this is a type of risk that can be monitored directly through market data: • Prices update continuously • Liquidity can be observed in real time • LTVs and liquidation thresholds can be designed around market depth • Liquidations follow transparent smart-contract rules Purinta is building the market structure that allows an asset normally sitting idle in a wallet to become usable collateral $22.21B memecoin as an idle asset → transparent collateral → liquidity for holders → productive DeFi capital ➥ At launch, Purinta supports $PEPE and $SPX6900 as collateral for borrowing USDC. Eligible borrowers may also receive Merkl incentives to help offset borrowing costs during the initial launch phase Go check out the product and try it yourself: