"It takes a termite visionary like [Jean-Pierre] Gorin to reroute us out of crisis, pulling the lever so that the train tracks lead us into a different place..." @cvalladares0896 writes on the filmmaker and professor’s summer visit to New York City.

A Model Y driver started experiencing a medical emergency with chest pain mid-drive & called his son. His son then remotely rerouted the car – which had FSD Supervised enabled – to the nearest hospital & let them know the vehicle was en route. ER staff were standing by on arrival. Doctors later confirmed the quick reroute likely saved his life.

Introducing the ChatGPT Futures Class of 2026—26 honorees from the first graduating class to have had ChatGPT throughout all four years of university, who used AI to: - Map 1.5M previously unknown objects in space - Detect disaster survivors through walls and debris - Make 100M+ galaxy images searchable - Preserve endangered languages - Build infrastructure to reroute 5M+ pounds of unsold inventory from landfills

Elon explains why autonomy is one of the most important technologies Tesla is building The goal isn’t just to make driving easier......It’s to help save lives Imagine suffering a seizure, a heart attack or suddenly losing consciousness at highway speed.....you could die In that moment, having a car capable of staying under control and getting you out of danger matters far more than any luxury feature Tesla already has safeguards for driver non-response With FSD engaged, if the driver repeatedly fails to respond to attention warnings, the car can activate its hazard lights and bring itself to a stop And we’ve already seen how powerful this can become in a real medical emergency A Model Y driver suffered severe chest pain while driving with FSD engaged His son remotely changed the car’s destination to the nearest hospital, and FSD continued navigating him there Doctors later said being able to reroute the car likely helped save his life That is the bigger promise of autonomy If you suddenly become unable to drive, the car can still remain under control and help get you somewhere safe A medical emergency doesn’t have to become a second emergency on the road The most important thing a car can do is help keep people alive

What ends a 2,200 mile streak? Well, for two months FSD has been doing my local driving. Just day to day errands, work, my dad’s day activity, family stuff, etc. Today that ended when the truck’s chosen lane ended… putting it into a turn only lane. The truck wanted to go straight… but it was definitely stuck in a double left turn only situation. I thought it would just make the turn and then reroute down around another road… then continue on its original path. FSD is usually smart like that. But as it was turning left it put on its blinker to go right… making it look like it was going to merge over to the right, get back into the straight lane (in the middle of the intersection) and run the red light in order to do so. And even kind of against the remainder of other oncoming left turning traffic. At exactly the moment I decided to take over, the left turn signal went on… milliseconds before I took over. Do you think the truck corrected itself at the last second? And I actually didn’t need to intervene? I’ve watched the video and this might be true but it sure seemed like it was about to go to the right and straight ahead. So I didn’t chance it. So, I identified it as a critical intervention on the menu. I said a few months ago, I thought the strength of the streak feature was that when a person broke their streak, it REALLY meant the person needed to break it. Giving Tesla and TeslaAi really good signal in the noise. An excellent piece of data. So I hope this error makes its way to @Tesla_AI and FSD can learn from it. This is the first time in 2,200 miles I’ve needed to intervene. Which is freaking amazing!! But let’s just reroute next time you get in the wrong lane. I’m cool with just a slight detour. Thanks to Tesla for the 2,200 miles of FSD, now I’m starting over again with a 50 mile streak! 🙂

🚨🇺🇸 BREAKING: The Pentagon cut access to decades of classified documents, including the one where its own generals warned the Iran war is unsustainable -Records tied to the Secretary of Defense Orders Book were removed from the secret-level SIPRNet portal, three people familiar told the Post, and it's unclear whether they remain accessible anywhere else -The move came after Sunday's reporting that top commanders had formally non-concurred with prolonging large-scale operations against Iran -Those officers: Gen. Alexus Grynkewich of European Command, Gen. Francis Donovan of Southern Command, Adm. Samuel Paparo of Pacific Command, and Adm. Daryl Caudle, the Chief of Naval Operations -Air Force chief Gen. Kenneth Wilsbach and acting Army chief Gen. Christopher LaNeve concurred with extended deployments but flagged significant risk -The book lists the location and availability of every warship, unit and weapons system, and commanders use it to reroute aircraft and munitions between theaters on short notice -Sean Parnell did not dispute the removal, said the department does not discuss handling protocols, and called non-concurs standard -It follows polygraphs for personnel, subpoenas to journalists, and a search of a Post reporter's home A former defense official who reviewed the book routinely says restricting it will slow urgent planning at the moment the war demands it most, with interceptors beyond critical in Europe and more than 30 ships pulled from the Pacific. Net effect: the commanders who warned this can't go on were the ones running those theaters, and now the warning is being made impossible to find. Source: The Washington Post / Writer: Daniel

Data centers, networking, security, sensors. Where AI money actually went this week. This week's biggest rounds on Industry News with @sophiadew: • @CrusoeAI raised more than $3B at a ~$30B valuation, off the back of a reported five-year, ~$13B cloud contract with Jane Street • @fluidstack quietly raised $1.5B above an $18B valuation, up from $7.5B earlier this year, and is building the facilities where @AnthropicAI's 1M Google TPUs will run • @gimletlabs raised a $300M Series B at $3B, five months after its $80M Series A, for a "multi silicon cloud" it says makes AI workloads 5-10x faster at the same power footprint • @wonderful_ai raised $550M at $5B, more than double its March price, plus a reported $170M secondary for employees and early investors - 650 people, 35+ markets, 100+ enterprise customers, roughly 70x its estimated revenue run rate • Upwind is closing ~$300M at ~$3.8B, up from $1.5B in January, for runtime cloud security that shows which vulnerabilities an attacker can actually reach - priced off Google's $32B Wiz deal • @iPronics raised $125M with @nvidia joining, building optical switches that reroute a data center network around failed chips and shrink the gear about 20x • Lyte raised $165M at $1.6B for the perception stack robots use to read depth, motion and distance, already shipping into logistics, manufacturing and inspection

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Crypto markets saw their seventh-largest liquidation event on record, with $3.5B in leveraged positions wiped out over 24 hours. Despite the forced liquidations, the total crypto market cap added roughly $280B in the same period as $BTC Bitcoin crossed $72K and $ETH Ethereum moved above $2,300. The rally came alongside renewed optimism around the CLARITY Act and broader tokenization legislation. 2. Treasury Secretary Bessent said the U.S. Treasury will assess bond market conditions and take further action if needed, while focusing on fundamentals and keeping the market in equilibrium. He said U.S. yields do not reflect underlying fundamentals and that liquidity in the 30-year is “particularly poor,” while also arguing that rates had “nothing to do” with the buyback decision. Bessent reiterated that the U.S. continues to have a strong dollar policy, said 2026 tariff income should be similar to 2025, and added there is a “very good chance” the U.S. has already seen peak deficit. On Iran, he said the U.S. is pursuing “maximum pressure,” with coordinated economic isolation and action against countries doing business with Tehran, while adding that China and others want the Strait of Hormuz reopened. 3. Anthropic is reportedly adding Citigroup to its IPO bank lineup, joining Morgan Stanley, Goldman Sachs, and JPMorgan among the lead banks working on the listing. The company is considering filing as soon as the end of August, with more banks expected to join the deal. Anthropic is expected to debut ahead of OpenAI and is also expanding a pre-IPO credit facility beyond its roughly $10B target. If Anthropic tries to raise more than SpaceX, it could become the largest IPO ever, underscoring how intense investor demand has become for frontier AI companies. 4. Deutsche Bank reiterated its Buy rating and $200 price target on Palantir $PLTR, saying the company continues to stand out in turning AI demand into measurable customer value while combining strong growth with profitability. The firm said Palantir’s Bootcamp reinforced its view that Ontology, AIP, and sovereign AI capabilities create durable differentiation as enterprises move AI into production. Deutsche Bank highlighted AIP Evolve as a key product for optimizing AI workflows across quality, cost, latency, and control, with the ability to test frontier, open-weight, and proprietary models, reroute workloads, rewrite prompts, or replace unnecessary model calls with deterministic code. The firm said this creates “model liquidity,” while AutoTune helps customers fine-tune models using governed workflow feedback, keeping proprietary knowledge inside their own environment and addressing major barriers to scaled enterprise AI. 5. Amazon $AMZN plans to invest more than $2B across Latin America from 2027–2030 through Prime Video, focused on original content and live sports. The company expects to more than double its Originals across 5 major markets, while also expanding NBA coverage and third-party streaming access. The push shows Amazon continuing to use Prime Video as both a content platform and a broader ecosystem driver across international markets. 6. Supermicro $SMCI said an independent investigation found no evidence that current senior management knew about the alleged export-diversion scheme involving two former employees and a contractor. The review also found no direct sales of restricted products to known restricted parties and no related issues with previously issued financial statements. Supermicro said it has terminated employees for policy violations, added new export-compliance measures, and continues to cooperate with government investigations. 7. Walmart $WMT fell 8% and posted its worst day since May 2022 after reporting its slowest U.S. comparable-sales growth in more than 6 years. Q2’27 revenue came in at $187.9B versus $186.7B expected, up 5.9% YoY, while adjusted EPS was $0.81 versus $0.74 expected. Net income reached $6.5B, above estimates of $5.91B, and global eCommerce sales grew 23%. But U.S. comps rose just 2.6%, missing the 3.7% estimate, while Q3 adjusted EPS guidance of $0.62–$0.64 came in below the $0.68 expected. Management said consumers remained stretched, especially by higher gas prices, while lower pharmacy pricing also weighed on sales. 8. SpaceX $SPCX and AST SpaceMobile $ASTS are reportedly interested in acquiring 800 MHz spectrum licenses valued around $6B. The licenses cover nearly the entire U.S. population and could support direct-to-device satellite voice services. Preliminary bids are due in early September, with the FCC aiming to complete the process by November 5. 9. The top 10 most active options today by contracts traded were $NVDA with 2.1M contracts, $TSLA with 1.7M contracts, $SPCX with 1.1M contracts, $AAPL with 1.0M contracts, $MSTR with 746K contracts, $INTC with 739K contracts, $MU with 679K contracts, $MRNA with 629K contracts, $WMT with 627K contracts, and $AMZN with 614K contracts. 10. The median value of U.S. consumers’ stock market investments has climbed to a record $350K, including holdings in individual stocks, mutual funds, 401(k)s, and IRAs, as per Schwab. That figure has more than doubled over the last two years and is up $150K, or 75%, since January alone. Before 2024, the median value had never meaningfully surpassed $150K. 11. Micron $MU is committing $10B over the next decade to build Micron Research Labs, a new long-term U.S. research hub based in Boise focused on advanced memory, compute architectures, chip packaging, and next-generation semiconductor manufacturing. The company expects to break ground in 2027, with the flagship facility designed to house hundreds of researchers. The investment is separate from the more than $250B Micron has already planned for U.S. manufacturing and R&D. 12. Broadcom $AVGO is reportedly seeking more than $60B in financing tied to its latest AI deal, with the full package potentially reaching nearly $100B. The structure could include $60B–$70B of senior secured debt plus roughly $30B of junior debt, while Broadcom is also discussing guaranteeing part of the senior-secured tranche. Apollo and Blackstone are in talks to participate, with the debt potentially issued through a special-purpose vehicle. The financing would help Anthropic and other AI companies secure Broadcom chips and infrastructure, and could be rolled out in stages rather than all at once. WALL STREET IS THE GREATEST SHOW ON EARTH.