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[🟢5️⃣] #CGM485thGEN_Candidates# #Stam_CGMG5C# CGM48 5th Generation Candidates ส่งกำลังใจให้ Candidates ที่คุณประทับใจด้วยการกด Love (♥️) ใน "Facebook Clip" ได้ตั้งแต่วันนี้ ตั้งแต่วันนี้ - 27 JAN (12:00 น.) 2026 #CGM485thGEN_Audition# #CGM48#
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NEW: @solana'S @toly INVITES @HyperliquidX'S @chameleon_jeff TO USE SOLANA PERP EXCHANGE @PhoenixTrade - SAYS "MY DREAM IS THAT SOLANA HAS SO MUCH CAPACITY AND SO GOOD AT CENSORSHIP RESISTANCE THAT JEFF’S TAM AND REVENUE GOES UP IF HYPERLIQUID RUNS AS A SOLANA SMART CONTRACT"
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JUST IN: Elon Musk says SpaceX's TAM is "vastly higher" than $28.5 trillion.
Some thoughts on NVIDIA and Wall Street’s $500 billion financing guarantee: - This should help prevent GPU sales from taking a hit as hyperscalers face tighter cash flows and may no longer be able to pay for GPUs entirely upfront. - It should accelerate the expansion of the GPU market’s TAM, and I do not view it as circular financing. - Calling this circular financing is like criticizing the introduction of auto financing by saying that car companies are effectively buying their own cars. - Another interesting point to watch is that Wall Street is increasingly starting to view GPUs as recoverable collateral.
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NEW EP: Inside @NEARProtocol 10+ Years Building Toward the Agent Economy with Illia Polosukhin (@ilblackdragon) From pioneering the transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin connects the full arc in this inaugural episode of “Inside NEAR,” a new quarterly series on The Rollup. Illia breaks down NEAR’s early architectural bets that are now paying off, why privacy had to be a base-layer choice, and how it all culminates in NEAR becoming AI money: the unit of account for inference, compute, and every agent-to-agent transaction settling onchain. With $20 billion+ in Intents volume and a path to deflation, the thesis is simple: NEAR’s TAM isn't crypto, it's all of commerce. Timestamps: 00:00 Intro 01:38 State Of NEAR Quarterly 04:32 The Transformer's Origin Story 06:51 NEAR Started As AI 11:40 Post-Quantum Crypto Coming Soon 13:48 Root Of Trust Solved 19:36 Target Market All Commerce 20:41 AI Frontend Blockchain Backend 22:44 Confidential Intents TVL Rising 28:51 Fee Switch Turned On 34:04 NEAR Is AI Money 36:30 One Line Changes Reality Full episode links below.
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