Today, SpaceX received approval from Grimes County, Texas for huge tax breaks for the company's Terafab project. The tax abatement would give SpaceX a full exemption on property taxes tied to the project. County leaders have framed the Terafab proposal as a potentially transformative moment for Grimes County. Judge Joe Fauth called it a “generational change." Grimes County commissioners voted 4-1 to grant the company a tax increment reinvestment zone and tax breaks for the $55 billion project east of College Station. More info:

Today on MCG: @yrschrade |Co-Founder + CEO @Arcium | $ARX (Not Live Yet) Arcium is the confidential computing network built on @solana that lets any blockchain or AI application add encrypted privacy Highlights from our conversation include: 01:48 - Yannik's background 03:12 - The privacy thesis 08:02 - The shift from "privacy = hide data" to "privacy = compute over data without seeing it" 09:04 - The big pivot 15:58 - Web 2 enterprise customers already using Arcium for confidential AI 16:59 - The acquisition 21:04 - Why $ARX will be required for the network 22:30 - Multi-trillion $ TAM 24:33 - US regulators in favor of privacy 37:32 - Mainnet Alpha metrics 40:37 - Revenue breakdown 43:08 - TGE confirmed coupled with mainnet launch

Today I learned that the application in this link 👇 Has more whores and cuckolds than on Twitter, they stay up all night and have sex in front of the camera for free 🥵👆

Today, we’re launching Reve 2.0, the best 4K image model in the world. We invented a new way to generate and edit any image using precise layouts. For the first time, it’s possible to create images you can touch.

Today we gave Julius $1,000 on Robinhood to manage a portfolio. We are going to be checking in daily for portfolio rebalancing and new picks. Its first pick: $AMD. This is not financial advice.

Today, we are launching the first portfolio-margin lending protocol in DeFi. With Zodial, you can take on new positions, such as looping Solana against Bitcoin or Nvidia against Tesla, all within one portfolio on @solana.

Today, we're going after one of AI's most important unsolved problems. Introducing: Walrus Memory. 🦭 A portable memory layer that lets your AI agents carry context across every app you run them in. No more starting from zero. No more being locked into one platform. Portable, verifiable, and fully under your control. Take your agent's memory anywhere:

Today, we’re excited to introduce Miso One, the most emotive voice model in the world. Miso One is an 8-billion-parameter text-to-speech model for highly expressive speech generation. It emotes like a human and responds faster than a human, with just 110 milliseconds of latency. We’ve open-sourced the model weights, with API access coming soon. Hear how Miso One sounds in the thread below.

Today we’re introducing Gemma 4 12B — our latest open model that brings advanced agentic reasoning, vision and audio directly to your laptop. It delivers performance nearing our larger Gemma models with a much smaller total memory footprint, while being small enough to run locally with just 16GB of VRAM. It’s open and accessible for everyone to use under a permissive Apache 2.0 license. This is all made possible by our new, unified architecture that removes separate multimodal encoders. Here’s how we did it 🧵