SOMEONE VIBE CODED A RACING GAME WITH FORZA LEVEL GRAPHICS THAT RUNS ENTIRELY IN YOUR BROWSER he wanted to see if he could make something that looks like forza horizon or need for speed, but runs in a browser tab and doesnt need a fancy gpu, because he doesnt even have one so he just started experimenting with claude and kept pushing > he grabbed 3d models for the cars, guardrails and streetlights off sites like sketchfab, then had claude compress them to cut the computational load > textures and skies came from polyhaven, also compressed and optimized so it stays light > physics run on rapier, so the car actually handles instead of just sliding around > he started on sonnet, then switched to opus 4.8 once the project got complex enough > and he built the whole thing on the 20 dollar claude pro plan a year ago this was a full studio with a render pipeline and a team. now its one guy, a browser, and claude

SpaceX 15-Year Investment @elonmusk My evaluation of a long-term bullish investment for SpaceX based on a 15-year investment horizon. The evaluation assumes SpaceX evolves beyond aerospace into a global infrastructure platform spanning communications, defense, transportation, AI infrastructure, and the emerging space economy. Key Value Drivers - Starlink broadband growth
- Direct-to-cell mobile connectivity
- Government and defense contracts
- Starship and launch-cost reduction
- Orbital infrastructure
- Lunar and Mars logistics
- Future industries enabled by low-cost access to space An extremely important development is the impact of large AI infrastructure contracts on the valuation of SpaceX. A key component of the bullish investment thesis is that the market may be underestimating the value of recurring AI compute revenue when compared with traditional launch and satellite communications businesses. Google AI Infrastructure Contract Recent reports indicate that Google entered into a computing capacity agreement with SpaceX valued at approximately $920 million per month. If maintained over the reported contract period, the agreement represents nearly $30 billion of contracted revenue. Anthropic Contract In addition to Google, reports indicate that Anthropic entered into a compute-capacity agreement valued at approximately $1.25 billion per month. Together, the Google and Anthropic contracts imply annualized revenue of approximately $26 billion. Why This Matters Many investors continue to value SpaceX primarily as a launch company and satellite communications provider. However, these AI-related contracts suggest the emergence of a third major business segment: AI infrastructure and compute services. Potential Strategic Position If SpaceX successfully integrates launch services, Starlink communications, AI infrastructure, and future orbital computing capabilities, the company could evolve into a hybrid of a cloud infrastructure provider, global telecommunications company, defense contractor, and transportation platform. Investment Implications Recurring infrastructure revenue generally receives higher valuation multiples than project-based revenue streams. Consequently, sustained growth in AI infrastructure revenue could materially alter the market’s perception of SpaceX and support valuation frameworks significantly above those used for traditional aerospace companies. Bull Case SpaceX becomes the dominant communications and transportation infrastructure provider for Earth and near-Earth economic activity. Starlink achieves global scale, Starship reaches full operational capability, and multiple new industries emerge around orbital infrastructure. Base Case SpaceX remains the global leader in launch services and satellite communications while generating strong growth from Starlink and defense-related revenue streams. Bear Case Growth continues but at a slower pace due to regulatory, competitive, technical, or capital allocation challenges. Comparison with Historic Winners Historically, Amazon, NVIDIA, Apple, Microsoft, and Tesla created extraordinary shareholder wealth by becoming platform companies rather than remaining confined to their original industries. The bullish SpaceX thesis assumes a similar transition. Key Risks The principal risks include execution risk, regulatory risk, geopolitical factors, competition, slower-than-expected adoption of space-based industries, and the possibility that SpaceX enables large industries without capturing most of the resulting value. Conclusion The bullish investment thesis is that SpaceX is transitioning from a launch and communications company into a foundational infrastructure platform serving communications, AI, defense, and future space-based industries. If successful, this transition could support valuation outcomes substantially above conventional aerospace benchmarks A bet on technological progress, and the emergence of a large space-based economy

JUST IN: GEOTHERMAL ENERGY COMPANY FERVO $FRVO JUST POPPED 37% ON ITS IPO DEBUT 🇺🇸 The order book was oversubscribed 15 times. The full picture, per Bloomberg: The deal: - IPO price: $27 (above the marketed $25-26 range, which had already been raised) - Open price: $36 (+33%) - Total raised: $1.89 billion (upsized) - Order book: ~15x oversubscribed - Bookrunners: JPMorgan, Bank of America, RBC, and Barclays The valuation: - Market cap: $10.2 billion at the open - 2025 revenue: $138,000 - 2025 net loss: -$70.5 million - Contracted PPA backlog: $7.2 billion (potential) The business: - Houston-based developer of enhanced geothermal energy - Uses horizontal drilling and multi-stage hydraulic fracturing (applies fracking techniques to geothermal) - First commercial station expected to deliver power by the end of 2026 - Cape Station project in Beaver County, Utah: 500 MW capacity, one of the world's largest geothermal projects - First startup to commercialize an enhanced geothermal system The backers and customers: - Backers include Bill Gates' Breakthrough Energy Ventures and Devon Energy $DVN - Power purchase agreements with Southern California Edison, Alphabet's Google $GOOGL, and Shell $SHEL - Alphabet participated in a $462 million round in December CEO Tim Latimer to Bloomberg: "There's just a laser focus of investors right now on what are we going to do to solve the power demand imbalance we're seeing in the country right now."

🎬 Looking back at Horizon Hackathon · Japan 🇯🇵 Builders brought fresh ideas and real projects to life across AI × DeFi, pushing new possibilities on HSK Chain. 👏 Thank you to all the teams who joined Horizon Japan and shared what they built. More hackathons and opportunities are coming. Stay tuned: 👉 #HSKChain# #HorizonHackathon# #AI# #DeFi#

Sony is using AI to streamline game development at its first-party studios. Horizon Zero Dawn Remastered employed PlayStation’s new AI-powered animation tool, Mockingbird. This system rapidly generates 3D facial animations from performance capture data, significantly reducing the time required for what was previously a lengthy manual process. According to SIE President Hideaki Nishino, teams at Naughty Dog and San Diego Studio have also adopted Mockingbird for their projects. A separate AI tool was used in the remaster to create highly detailed hair models. Sony describes these tools as a way to automate repetitive tasks and improve productivity

We're introducing GLM-5.2, our latest flagship model for long-horizon tasks. It marks a substantial leap in long-horizon task capability over its predecessor GLM-5.1 and, for the first time, delivers that capability on a solid 1M-token context. GLM-5.2's new capabilities include: Solid 1M Context: A solid 1M-token context that stably sustains long-horizon work Advanced Coding with Flexible Effort: Stronger coding capabilities with multiple thinking effort levels to balance performance and latency Improved Architecture: We propose IndexShare, which reuses the same indexer across every four sparse attention layers, reducing per-token FLOPs by 2.9× at a 1M context length. We also improve GLM-5.2’s MTP layer for speculative decoding, increasing the acceptance length by up to 20% Pure Open: An MIT open-source license — no regional limits, technical access without borders Supporting long-horizon tasks starts with making long context engineering-usable: the model must maintain quality across long, messy coding-agent trajectories, not just accept more tokens. A 1M context is easy to claim, but much harder to keep reliable under real engineering pressure. To this end, we substantially expanded 1M-context training for coding-agent scenarios, covering large-scale implementation, automated research, performance optimization, and complex debugging. The result is a long-context system that is not only wide in scope, but solid in execution: a practical substrate for sustained engineering work. This capability is reflected in GLM-5.2's performance on three long-horizon coding benchmarks. FrontierSWE measures whether an agent can complete open-ended technical projects at the scale of hours to tens of hours, spanning systems optimization, large-scale code construction, and applied ML research. On this benchmark, GLM-5.2 trails Opus 4.8 by only 1%, while edging out GPT-5.5 by 1% and Opus 4.7 by 11%. On PostTrainBench, where each agent is given an H100 GPU and evaluated by how much it can improve small models through post-training, GLM-5.2 outperforms both Opus 4.7 and GPT-5.5, ranking second only to Opus 4.8. On SWE-Marathon, an ultra-long-horizon software engineering benchmark covering tasks such as building compilers, optimizing kernels, and developing production-grade services, GLM-5.2 still has room to grow, trailing Opus 4.8 by 13% while remaining second only to the Opus series. Across all three benchmarks, GLM-5.2 is the highest-ranked open-source model, showing that its 1M context has translated into practical long-horizon delivery capability.