I know it takes time to understand the sincerity of my commitment to make amends I take full responsibility for what’s mine but I don’t want to put my fans in the middle of it My fans are everything to me Looking forward to the next shows See you at the top of the globe 🌏

Rain returns tonight into Monday, with the steadiest showers overnight. Widespread heavy rain isn't expected, though a few heavier downpours are possible. Dry & seasonable Tuesday-Wednesday, with the next shower chance Thursday.

$NVDA just showed why Groq 3 LPX could become a major piece of the agentic AI stack. Groq 3 LPX hit ~3,431 tokens/sec at 100K context versus ~870 for the next result showing why Nvidia is splitting heavy context processing onto Rubin and latency-sensitive token generation onto LPX. Nvidia clearly redesigning inference around how agents actually work letting it own more of the stack as agentic AI scales.

A cool new initiative: NFL veteran Bud Dupree is co-founding the Next Play Showcase, a new platform designed to provide college football players with verified evaluation and exposure opportunities. Sports Academy will serve as the strategic operating partner for the inaugural event in January 2027 in Melissa, Texas.

The hard part passes. The experience stays. After 6–7 challenging months, our founder reflects on what we learned, what we value, and why we’ll remember it when the next challenge shows up. And most importantly, thank you for the patience.

The BRICS development bank disclosed $35.88 million in overdue capital at the end of 2025. Its voting rules make that small payment gap potentially much more consequential for the member that owed it. The disclosures point to Egypt, although the arrears footnote does not name the country. The amount equals 15% of Egypt’s subscribed paid-in capital. Under the bank’s charter, an unpaid contribution prevents a member from exercising the corresponding fraction of its own voting power while the debt remains overdue. If the member was Egypt, the formula would restrict 15% of its votes. The accounts do not establish how voting rights were administered. The payment update matters. The next report showed $23.88 million still overdue on 31 March 2026, then recorded a subsequent receipt of exactly that amount. The later receipt matches the outstanding balance. These records do not establish a current unpaid contribution.

A few weeks ago at Sibos I spent a lot of time with banks. Every conversation came back to the same three things. Stablecoins, tokenization, and 24/7. I sat down with Mastercard's leadership at Sibos, including their heads of stablecoins and commercial BD. Their fastest-growing business is virtual cards, and AI agents are a big reason why. Their view was that stablecoins come next. Mastercard and BVNK launched the Mastercard Global Money Platform. A day later, Coinbase and Marqeta expanded their partnership. Two of the biggest pipes in payments, in the same week. Total stablecoin supply is $305.2B. A year ago it was $304.3B. Basically flat. But usage hasn't been flat. Standard Chartered says onchain stablecoin volume is running near $10 trillion a month, with velocity roughly doubling. So the dollars that are already onchain are moving a lot more. The card rails are how the next batch shows up. At Sibos the honest answer I kept getting was that banks are tokenizing because they have to go 24/7. The execs want it, the clients want it, and tokenized deposits are the fastest route. Vibhu from Solana pointed out that Crypto trading volume "falls off a cliff after the market closes," even for assets that trade around the clock. A lot of that liquidity only shows up during TradFi hours. His guess is that once TradFi goes 24/7, total crypto volume does 3-5x. When the big balance sheets stop clocking out, onchain markets stop going quiet on weekends. Drake Evans from Agora put it simply on the show. Bots don't care about the user interface or onboarding. "They care about the price." He thinks competition gets pushed "away from marketing, user experience, everything else towards economics." That's why cards and stablecoins fit together so well right now. Cards are how agents pay today. Stablecoins are built for machine-to-machine and pay-per-use. And the revenue is real Hyperliquid has averaged about $2.05M in revenue a day over the last 90 days. Card networks are wiring in stablecoins. Banks are racing to 24/7. Agents are choosing whatever's cheapest. The venues already running nonstop are printing.

I’m off to Chongqing, China! 🇨🇳 From a very young age I was fortunate enough to have magazine subscriptions to Car & Driver, Road & Track, & Motor Trend. When they would come in the mail it would be the absolute highlight of my day to read them all immediately cover to cover, over & over again till the next issues showed up. From Lamborghini to Tesla Model S & everything in between I was hooked. I never thought in a million years I’d be so lucky to be like the journalists I admired & get to experience a press review trip first hand myself. That dream comes true though this week where I will get to drive the ONVO L60 from @NIOGlobal. This all couldn’t be possible without the immense support from each & every one of you! It has been a wild ride these past 9 months & I can’t thank you all enough. A special thank you is in order to @wholemars as well. Omar I really appreciate all you’ve done for me. If it wasn’t for the CES media ticket you went out of your way to get me I wouldn’t truly be here today on this plane. @scotsrule08 will be joining me this week behind the camera killing it as always, so be on the look out for more great videos of the dynamic duo. Appreciate you coming Spencer & helping out.

👨‍🌾 Will the next NFP report show positive job growth? Resolves YES only if the next BLS Employment Situation release shows a strictly positive month-over-month change in seasonally adjusted nonfarm payrolls. Later revisions don't count, only the headline print at release. Status: New Proposal.