Narratives shift overnight. Charts update every second. Headlines change markets in minutes. Wallets move before most people notice. @HeySorinAI surfaces the signal among the noise. Try it now with the link in our bio.

Narratives are harder to fact-check than individual claims and AI is making them easier to spread. Stanford HAI Student Affinity Groups members are exploring what it takes to combat disinformation beyond fact-checking:

narrative violation: crypto native founders are building the compute frontier neoclouds @CoreWeave @CrusoeAI @Hut8Corp @TeraWulfInc @togethercompute token markets @OpenRouter @PrimeIntellect @hyperbolic_labs agent / harness @NousResearch @AskVenice more to come 🫶

Narrative follows price. Expect Wall St narrative on the AI bottleneck trade to change. New narrative: peak earnings are in. You were warned. TSMC delivered record Q1 2026 results: revenue up ~40%, profit up ~58%, margins above 50%, driven by AI/HPC demand. Yet the stock reaction was Muted. Reflecting stretched valuation and geopolitical risk, and a growing consensus that earnings growth is near its peak, so no one should be surprised the market didn’t reward the beat.

Narrative violation: "The type safety we gave up hasn’t been noticeable in any concrete way yet, especially considering our test coverage has never been better." But exactly what we see with Rails and LLMs. They're a beautiful and effective combination.

Narrative of the Week: Everyone Wants a Stablecoin 🔹Tether and the Government of Georgia launch GEL₮, an official sovereign stablecoin. 🔹Fintech firm SoFi launches SoFiUSD, with tokenized deposits planned next. 🔹Falcon Finance and Anchorage Digital Bank launch fUSD, a GENIUS-compliant stablecoin with a 3% target yield via Ceffu. Every company and government seek to issue their own stablecoin to keep up with the global adoption of stablecoins as 24/7 global payment rails. 3/6

Narrative violation: Open model use in Factory has more than 3x’d in the last month relative to closed models. By both total consumption and event count. Will be interesting to see what open vs closed token-share looks like at EOY

the narrative around tech is already fucked, and these mf are baiting everyone with « stop hiring humans » congrats for your successful viral ad, and fuck you, from the deepest of my heart.