Interesting tidbit (to me): Assuming that Space Exploration Technologies Corp. (ticker: $SPCX) and Tesla, Inc. ($TSLA) merge within the next year or so (just a gut feeling; no inside knowledge on my part), then the combined entity will be (by far) the largest Bitcoin Treasury Company by market cap. And, as of today's holdings, the fifth largest Bitcoin Treasury Company by #bitcoin# on balance sheet. SPCX: 18,712 (bitcoin on balance sheet) TSLA: 11,509 Combined entity total: 30,221 bitcoin Shout-out to @elonmusk for the foresight. 🤝

Lovable chose Supabase. Kimi chose TiDB. Both are AI companies, but they are not building the same kind of company. One helps humans generate apps. The other is building an AI system that needs scale. That is why the database choice matters. It shapes what kind of company you can become in the AI era. A great article from @llama_venture

Less than a week to the Alibaba Cloud x TiDB AI Innovation Night - and seats are filling up fast! From agentic AI and AI-ready data infrastructure to real-world deployment strategies and measurable ROI, hear how enterprises are turning AI ambition into business impact. Connect with industry leaders and peers over an evening of conversations, networking, dinner, drinks, and a few surprise elements along the way. Register now: Lumen #AlibabaCloudSG# #AlibabaCloudPartner# #AlibabaCloud# #AI# #DigitalTransformation# #LLM# #Qwen# #Wan# #ContentCreation# #DigitalUpskilling# #CloudComputing# #AInnovation# #TiDB# #LingYang# #AgenticAI# #GenAI#

Our latest #OnInvesting# podcast episode has dropped, on which I share tidbits of lessons learned from my 40 years on Wall Street, @CollinMartinCS and I chat about rising yields, and I sit down with the always-insightful Ivy Zelman to talk about all things housing

Calling it a night. Hope my Cybercab launch event coverage was at least somewhat helpful. Tried to capture what I could and get as much info out as possible with limited wifi/connection. There's probably a few other tidbits of info that I'll think of in the coming days. I agree the presentation should have been live-streamed, but it became clear that this event was mainly a celebration for employees who worked on this thing (there were 250 of them there). I probably spoke to 40 of them today. They're super excited. I recorded and posted the full presentation on 𝕏 if you want to check it out. Tesla called it the Cybercab launch event, and that's what they did. They launched Unsupervised Cybercabs with no steering wheels on their Robotaxi network, with general public rides starting on Friday. It's the start of a new era. What I will say is, when the Model Y Robotaxis launched in June of 2025, they had 11 of those for just 25 of us invitees. Today, there were over 150 non-employee invitees (including plus ones) and Cybercab wait times were often better than the June 2025 launch wait times, despite the much higher service demand and a 10x larger service area than what we had in June 2025. Gonna be doing Cybercab rides all day tomorrow, so stay tuned for more videos!