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 Strangely they are teaching outdated features.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 🤷‍♀️