Don't Nod is reportedly facing serious financial problems. According to journalist Gautoz, an audit report warns that the studio could run out of cash by November if it doesn’t secure new funding. The report also claims that Tencent is not willing to provide more money or increase its investment. Don't Nod’s own financial reports already showed that the company was under pressure and would need additional funding to continue operating in the long term. The studio is best known for games like Life Is Strange, Vampyr, Jusant, Banishers: Ghosts of New Eden, and Lost Records: Bloom & Rage.

strange that @Pumpfun trades at 4.7x revenue while @LaunchOnSF trades at 0.8x. over the last 30 days stonkfun generated 78% of @Raydium own protocol revenue, $961k vs $1.23m, with a market cap 23x smaller, while running on raydium. fees are running ~$30k/day. that's $11m annualized against a $9.1m market cap. 0.83x. > $stonk: 0.83x revenue > $pump: 4.7x (10.2x on fdv) > $ray: 13.9x at pumpfun multiple, $stonk is a $52m token, 5.7x from here. ~$17.7k/day of forced buying, $6.4m a year against a $9.1m cap. a 71% annualized buyback yield. if pumpfun spent 100% of its revenue on buybacks, it would yield ~21%.

Strange find (still looking into Anthropics new "academy"): Anthropic's own new Claude Academy still teaches you to pick a "Use style" preset, a feature that has since been folded into Skills. Strangely they are teaching outdated features. (doublechecked with claude).

STRANGE TIMES Frontier labs - our models are too dangerous, we will pause Open source - our models have caught up to closed source I don’t quite get it… how do these frontier models survive? Isn’t slow death inevitable 🤷‍♀️