Mark Zuckerberg is bankrupting a $22 billion startup because they refused to sell to him. The company is Kalshi. They run the largest prediction market in the US. Users bet real money on real-world outcomes. Last year, prediction markets did $28 billion in monthly volume across the industry. This month, they did $220 BILLION. The sector literally 8x'd in a single year. Bernstein now projects the entire prediction market industry will hit $1 TRILLION by 2030. Zuckerberg saw the growth curve coming. Last year, when Kalshi was valued at only $2 billion, he sat down with founder and CEO Tarek Mansour to discuss buying the entire company. Mansour said no. Kalshi went on to raise at $11 billion in December. Then $22 billion in March. It is now pursuing a $40 billion round and openly weighing an IPO. Zuckerberg's response: He walked back to Meta headquarters, took every piece of information he learned in that meeting, and directed a small internal team to build a Kalshi clone from the ground up. Meta's version is called Arena. It uses Llama to generate the questions. Every one of Meta's 3.5 billion daily users will get access. And here's where the plan gets ruthless... Meta is deliberately launching with play money. That single decision lets Zuckerberg dodge every gambling regulator on Earth while he trains billions of users to bet on prediction markets. Meanwhile Kalshi is spending millions fighting state gambling laws, the CFTC, an Illinois sports tax, a Minnesota felony statute, and the Department of Justice. Kalshi is the crash test dummy. Meta is the getaway driver. The moment the regulatory war is settled, Zuckerberg flips the switch. Arena becomes a real-money market, and 3.5 billion users are already trained to use it. Kalshi's user base of a few million cannot compete. This is the exact playbook Meta ran on Snapchat in 2016 when Instagram Stories launched. It is the exact playbook they ran on TikTok in 2020 when Reels launched. It is the exact playbook they ran on Twitter in 2023 when Threads launched. The FTC took Meta to court over this pattern last year and called it "buy or bury." The judge sided with Meta. So the playbook is legally protected. Tarek Mansour walked into a meeting with the most predatory copycat in tech history and gave him the entire pitch deck for the fastest growing product in Silicon Valley. Six months later, Zuckerberg is executing on that intel while Mansour is stuck defending his company in courts across America. Kalshi survived Zuckerberg's offer. But it probably will not survive Zuckerberg's clone. Meta ended Q1 with $81 billion in cash. That is enough to buy every prediction market company on Earth six times over. Zuckerberg is choosing to STEAL them instead because he can, and because the courts already gave him permission. The next 12 months will decide whether Kalshi becomes a $50 billion IPO or a cautionary tale about what happens when a founder says no to Meta. What do you think?

Near Protocol Moves Closer To Its $70M Reward Snapshot Near Protocol's (@NEARProtocol) Confidential Intents TVL has crossed $60 million, putting NEAR closer to its first reward milestone. The $70 million TVL mark will trigger the Drop 1 snapshot for NEAR@3.33. NEAR@3.33 is an incentive program linked to Confidential Intents participation and future NEAR rewards. The snapshot records users' onchain activity to determine their Drop 1 allocation. Earlier activity counts more, giving active users greater weight in the allocation.

Burnham has a bounce – but with a budget crisis looming, Reform snapping at his heels and Labour restless, a 6/1 bet on him being gone by the end of 2027 looks tempting, says Mark Littlewood.

The year: 2022 The stock: $META Meta Revenues in 2022: ~$115 Billion Analysts & the Market's take on Meta: FB and Instagram are losing to Ticktock, YouTube and Snap. Product usage has peaked. Mark Zuckerberg is stubbornly wasting tens of billions on AR/VR with huge losses and he clearly doesn't get it. Sheryl Sandberg, the COO who is credited with much of Meta's success, sees the writing on the wall and leaves the company. Overall assessment in 2022: Meta is dead. How did that prediction turn out? 2026: $META Revenue: $252 Billion (up ~120% from 2022) Since Meta was declared dead in 2022, the company has added more revenues than it had in 2022! The equivalent of creating a new business, bigger than 2022 Meta! Interestingly, all of that growth has come from the same products that were declared dead in 2022. @finkd's "stubborn" investments in AR/VR also meant that it would be well-positioned (from both a talent and Datacenter perspective), to enter the AI race. So far Meta hasn't had much direct revenue from AI, but it's now releasing new AI products on a regular cadence and is considered 1 of the top 5 players in the AI race. Meta Connect 2026 which is Meta's big annual event where they launch new products and announce there plans is less than 30 days away. I might be more excited about Meta now than I was when I was accumulating it in 2022!

Read carefully when migrating AI context to @Muse You are helping me migrate context from one AI assistant to another. Your job is to compile, from our past conversations, a portable memory snapshot of what you reliably know about me. The output is going verbatim into a new AI's memory, so quality matters more than completeness. OUTPUT RULES - Output a single Markdown block using the section headers below. Omit any section you have nothing solid for — do not invent placeholders. - Refer to me in the third person ("the user", "they") inside each bullet. - One factual sentence per bullet. No transitions, no narrative. - Mark anything you are uncertain about with "(inferred)" at the end of the bullet. - Skip one-off statements unless they were clearly important. - Skip sensitive information (health conditions, financial details, mental health) unless I explicitly asked you to remember it. - Hard cap: 2000 words. SECTIONS ## Identity Name, pronouns, age range, current city / country, time zone, languages spoken. ## Profession & work Role, company or self-employed, industry, team or function, key responsibilities. Tech stack and tools used daily if known. ## Communication preferences Tone they want (casual / formal, blunt / warm). Preferred response length. Output format preferences (Markdown, plain text, code blocks). Things they have asked you to avoid. ## Recurring people Partner, children, close family, friends, colleagues they mention regularly. First name + relationship + any salient detail. ## Health & dietary Allergies, dietary restrictions, accessibility needs. Only include things they have stated themselves. ## Interests & hobbies Topics they keep returning to. Sports, music, games, reading taste. ## Ongoing projects Active personal or professional projects they have asked you to help with. State, goal, constraints. ## Working style & values How they make decisions, what motivates them, what frustrates them. Things they have explicitly asked you to do or not do. ## Tools & environment Devices, operating systems, apps, services, languages, frameworks they use regularly. ## Anything else durable Anything important that does not fit above and is unlikely to change in the next year.

Meta just launched Muse. And they’re calling it “the world’s first personal AI agent built for everyone.” An AI that actually does things… It gets its own secure computer, opens a browser, books things, sends emails, and keeps working even after you close the app. But doesn’t this sound familiar?! Bc I’ve basically been living this way with Grok Bot… I also give it work, it uses a real computer, it handles the browser, it connects to my tools, and it gets things done. Then Meta shows up with Muse and suddenly it’s being presented like they discovered the personal AI agent. This is Mark Zuckerberg’s greatest talent. He does NOT invent new categories. He’s the king at copying them, scaling them, and putting them in front of billions of people. Just to name some examples… Snapchat proved Stories, then Meta copied Stories. TikTok proved short-form vertical video, then Meta built Reels. 𝕏 proved the public text feed, then Meta launched Threads. Now AI agents are becoming the next huge computing platform… and here comes Muse. It’s the same playbook. 1/ Let someone else prove the idea. 2/ Build Meta’s version. 3/ Plug it into a massive distribution network. 4/ Market it like something completely new. Don’t get it twisted, Muse is a copy of Grok Bot… you almost have to respect how consistent Zuckerberg is at copying.

I just created the world's best Grok Bot Reminder. Most reminder apps want you to fill out a title, a time, and a list you have to keep clean with all these things you have to type in. But that’s not how most people's brain works... You text like a person. You snap a photo of the parking level. You screenshot a confirmation number. You say “Remind me Thursday at 3.” You say “I finished that one.” If I attach a photo, I want it to KEEP the photo. Not glance at it once and lose it in the camera roll. So I built a Reminder Grok Bot to do that. I text it like a person. It keeps a living board. It pings me at the right time. It stays quiet at night. And if I send a picture, that picture stays on the reminder and comes back when the alarm hits. I already have 7 Grok Bots. Reminders was one of my first. This is how I built it. Anyone can copy this. 1/ Open Grok Bot 2/ Tap + at the top of the sidebar (or press Cmd+N) 3/ In New chat, tap Create new agent 4/ Open Bot actions → Edit Profile Name: Remind Title: Personal reminder desk Description: Reminder specialist. When I text a pickup, errand, or a time, put it on a living board sorted by when. If I attach a photo, keep the photo with the item and send it back when the alarm hits. Alarm me at the time I gave. Stay quiet at night unless I said urgent. Never invent items. Confirm in 2 lines. Ask only if you truly cannot tell what I meant. 5/ Stay in that chat and paste the first message at the end of this post. Do it once. (message prompt is at end of this post) 6/ Then just text it like a person. Turn Notifications on for this bot. Thank me later. ---- message for your Remind (copy everything below for your first message) ---- You are Remind. Lock this as your permanent working style. I text you like a person. Messy. No format. Sometimes a photo. Sometimes a screenshot. Sometimes just “done.” You turn that into a living board sorted by when, you alarm me so nothing slips, and you keep every photo I send. You are not writing, research, video, investing, or general help. Your name is Remind. Always call yourself Remind. Timezone: [YOUR TIMEZONE]. Quiet hours: 11:00 PM – 6:00 AM unless I say urgent / now / alarm me. Keep the source of truth in: /workspace/reminders/BOARD.md /workspace/reminders/photos/ Update the board whenever something is added, done, snoozed, or edited. Recompute sections from dates every time you touch it. Never invent an item. Never drop an item. Never lose a photo. Board sections, in this order: OVERDUE NOW (next 2 hours) TODAY UPCOMING ERRANDS / PICKUP LATER DONE (keep 14 days) Open item line: • [p1] thing — when: YYYY-MM-DD HH:MM — alarm: HH:MM — photo: [path or none] — caption: [one line or none] — notes: … Capture rules: • pick up / get / buy / return, no date → ERRANDS, no alarm • today / this afternoon / tonight → TODAY. No time given → default 5:00 PM and tell me • tomorrow / Monday / Aug 20 / at 3 → dated item + alarm. Date and no time → default 9:00 AM and tell me • this week → Friday 4:00 PM, and tell me • later / someday → LATER, no alarm • every Monday / every Thursday → repeating routine, plus today’s instance on the board • done / picked it up / already did → DONE with a timestamp. Photo stays • snooze / move / not today → reschedule when + alarm. Photo stays • list / board / what do I have → print the board. Hide empty sections. Last 5 DONE only. Mark items with a photo • remind me at TIME to X → add it and set a real alarm • show me / the photo / where did I park → send the saved photo back. Do not only describe it When I attach a photo, screenshot, or file: 1. Save a copy to /workspace/reminders/photos/ named YYYY-MM-DD-[short-name].[ext] Chat is history. The folder is memory. 2. Look at it. One-line caption of what it actually shows. 3. Pull text you can really read: dates, times, confirmation numbers, parking level, prices. 4. Clip photo + caption to the board item. 5. If I sent a photo with no words, infer the reminder and confirm in one line. 6. When the alarm fires, send the photo with it. 7. If you cannot read it, say you cannot. Never invent a number or name. 8. Do not post my photos anywhere. 9. If CEO asks for an item that has a photo, send the photo directly to CEO. Stay on reminders. Alarms: When I give a real time: 1. Update the board 2. Create a one-shot routine named: Remind Alarm — [thing] 3. Confirm what / when / alarm in 1–3 lines. Say if a photo is attached 4. When it fires, ping me with the alarm AND the photo if there is one 5. After it fires or I mark done, delete that one-shot. Keep the photo on DONE Every alarm uses this exact shape: Remind — [thing] When: [time] Photo: [yes — one-line caption / none] Next: [one line] Reply done / snooze 1h / snooze tomorrow / show me How to talk: short. Lead with the action. One screen max. • Add → confirm + only the section that changed • List → full board • Done → confirm + next open TODAY item if any • Photo → caption + what you saved • No lectures. No extra todos I did not ask for. If when is missing and it is not clearly an errand or later, apply the default and say the default so I can correct it. Create these routines now. Do not add hourly. Do not add a 30-minute loop. Remind Morning — every day 7:00 AM Rebuild the board. Post OVERDUE, NOW, TODAY, and ERRANDS. Hide empty sections. Mark photos. Notify me. If nothing is open, stay silent. Remind Evening — every day 6:00 PM What’s still open today. One line each. Notify only if something is still open. Silent if the board is clean. If CEO messages you, do the reminder work and send the best result back. Do not steal other bots’ lanes. Do not lecture. Do not invent items. Confirm you have this, then wait for my first reminder.

Mark Zuckerberg said Meta’s new personal AI agent Muse has become the 'centrepiece' of his AI vision, as he unveiled a new handheld AI 'charm' device that will feature the interactive assistant