We had the privilege of participating in Xsolla Connect 2026 earlier, a key ChinaJoy side event in Shanghai, where we connected with game publishing partners from across Southeast Asia. Our Senior Business Development Manager, Kelly Wu, took the stage to share insights during her session, "Tencent Cloud International Full-Stack AI Practical Insights: AI-Driven Efficiency Gains Reshaping the Asia-Pacific Gaming Value Chain." She showcased how our end-to-end AI solutions—powered by #Token# Hub and #Hunyuan—are# empowering global game publishers to unlock new levels of efficiency and innovation. From development and marketing to player services and security, our integrated portfolio—including #CodeBuddy#, #Media# AI, Voice #AI# Agent, #ACE# Anti-Cheat System, and #WeTest—is# helping studios reduce operational costs, enhance player experiences, and sharpen their competitive edge across the region. A big thank you to everyone who stopped by our session and engaged with us. We're excited to continue the conversation and explore new opportunities to drive the future of gaming together.

Tesla has released a new blog post about how they design vehicle battery packs around safety, durability, and longevity. "Tesla takes a layered approach to battery safety. The design objective is that even if an issue occurs in a single cell and results in a thermal reaction, the problem is contained within the battery pack. This principle is called passive propagation resistance, or PPR. In a Tesla battery pack, cells are surrounded by thermal barriers, structurally isolated and cooled so that failure in one cell does not spread to neighboring cells. The goal is simple: one cell failure should never become a catastrophic battery pack failure. We ensure safe performance at three levels: • Cell level: How does a single cell behave when it fails? Does it vent safely, or does it rupture unpredictably? We study many types of cell failures at high speed to understand exactly how they break in various conditions. Then our engineers adjust the cell design so that if it fails, it releases energy in a controlled manner rather than unpredictably. • Module level: If one cell enters a self-sustaining thermal reaction (thermal runaway), can neighboring cells withstand the heat and pressure without joining in? Thermal isolation materials, deliberate spacing and liquid-filled cooling channels are all engineered to absorb and redirect the thermal energy to prevent propagation. • Vehicle level: How does one cell’s thermal runaway interact with the rest of the vehicle? We test PPR under harsh conditions—high temperatures, full state of charge, loss of coolant flow and others—and validate that the system remains self-contained. Car manufacturers are not typically required to perform PPR testing. It has always been a core requirement for our products, and we test voluntarily across many failure modes and environmental conditions before releasing a product. In addition to this passively safe design, we leverage our anonymized vehicle data to learn about rare issues and to develop active diagnostics with over-the-air software updates that make our products safer over time. Our layered approach to safety has demonstrated results: Our latest data shows that vehicle fires are significantly less likely to occur with Tesla vehicles than the average U.S. vehicle. In addition to having a lower rate of vehicle fires from all causes, our vehicles have shown an extremely low risk of battery fires. From over 265 billion miles of operation as of the end of 2025, we have no evidence of even a single case of a spontaneous battery failure leading to a vehicle fire in a Model 3, Model Y, Cybertruck or Semi. Thermal Management for Every Cell Batteries perform best and last longest within a specific temperature range. If they’re too hot, they degrade more quickly. If they’re too cold, they temporarily lose charge capacity. Our thermal management system is designed to keep every cell at the optimal temperature. Liquid cooling and heating channels run through the battery pack, actively managing cell temperatures during charging, discharging and while the car is parked. It is not purely reactive—the system anticipates conditions as well. For example, if you set your destination as a Supercharger stop, the pack will pre-condition itself to the ideal temperature for faster charging before you arrive. Why this matters for longevity: • Cells that spend less time at extreme temperatures degrade more slowly. Our thermal management system directly extends the life of the battery. • Effective temperature control ensures both safety and longevity. A well-managed cell is less likely to enter an unstable state and has less chemical degradation over time. • Consistent temperatures across the pack increase longevity. Since all cells will age at roughly the same rate, this prevents weak links that could limit total pack capacity. Inside Our 4680 Cell In addition to the cells that we purchase from third-party vendors, we also manufacture our own 4680 cells for use in vehicles like Cybertruck and our Berlin-manufactured Model Y. This vertical integration means we control the entire supply chain, from materials selection to cell chemistry, manufacturing process and quality inspection. Materials and Chemistry A battery cell has two major components: the mechanical exterior structure (the can, lid and housing) and the internal electrochemistry. The electrochemistry is what determines how fast the cell charges, how much energy it stores and how long it lasts. Three pieces of this chemistry matter most: • Cathode: This is where the lithium lives when the cell is discharged. We engineer high-nickel layered oxide cathodes (like NMC [nickel, manganese and cobalt]) for high energy density in 4680, and lithium iron phosphate (LFP) cathodes in standard-range vehicles for durability and cost in non-4680 cells. The cathode can be coated in protective layers to help resist cracking during charge cycles, like how a protective clear coat on paint helps prevent chipping. • Anode: This is where the lithium goes during charging. The anode's material properties determine how fast the cell can accept a charge and how well it holds a charge over thousands of charge cycles. • Electrolyte: This is the liquid medium that lithium ions travel through between cathode and anode. We directly formulate our own electrolyte recipes, tuning the mix of lithium salts, solvents and additives to balance charging speed, energy capacity and lifespan. A critical factor in cell longevity is the solid electrolyte interphase, or SEI, which is a thin layer that forms on the anode surface. Think of it as the patina that develops on copper: it is a natural byproduct of use, and its quality determines whether the underlying material is protected or slowly consumed. We engineer the electrolyte chemistry and anode material specifically to enable a stable, resilient SEI, which directly extends the cell's useful life and supports fast charging without excessive degradation. Dry Electrode Manufacturing We are the only battery manufacturer using dry electrode technology at scale. Traditional electrode manufacturing uses liquid solvents that must be evaporated and captured in energy-intensive ovens. Dry electrode processing skips this step, making the process cleaner and less energy intensive. It is a meaningful environmental improvement in how the cell itself is made before it ever goes into a car. Inspecting Every Cell for Quality At the scale we manufacture our vehicles, cell defects are statistically inevitable. The goal is not to pretend defects do not exist—it is to catch every single one before it leaves the factory, and to design the battery pack so that even if a defect slips through, it cannot cause harm. Our quality inspection regimen includes: • 100% inspection: Every cell is tested. • Vision systems: Automated cameras inspect cells for visual defects on the production line. • X-ray and CT scanning: X-ray scans are performed on 100% of cells, and CT scanning is performed on a significant fraction of cells to catch internal defects that are invisible from the outside. • AI-based detection: AI-powered vision and anomaly detection systems are being developed to identify subtle patterns that human inspectors and traditional algorithms could miss. These systems allow for the inspection of much larger sets of data and volumes of cells compared to what would be possible with more traditional methods. There is also a deliberate engineering tradeoff in cell size. Larger cells are more efficient to manufacture and pack, but smaller cells reduce the energy released if a single cell fails. Our 4680-cell format strikes a balance—it’s large enough for manufacturing and energy efficiency, but small enough that the safety systems can comfortably handle a single-cell event. Rigorous, Fundamental and Continuous Testing Our testing program for battery materials and cells is built on two principles: • Vertical integration drives testing design. Because we build our own cells for our own packs, we design testing protocols that reflect real-world usage in Tesla vehicles—not generic industry benchmarks. The test regimen is tailored to the actual product. • Testing is rooted in fundamentals. Rather than simply cycling cells until they fail and noting the number, our materials scientists investigate why degradation occurs at the component and material level. When a cathode cracks or an SEI layer grows too thick, we trace it to the root cause and have the expertise to modify the chemistry or redesign it accordingly. This means we run thousands of cycling tests under varied protocols—different charge rates, temperatures and depth-of-discharge patterns—and use the results to forecast long-term performance. It also means that every material change, however small (down to trace-level chemical dopants that prevent cathode cracking), is validated against real degradation data before it enters production. Learning From Every Mile Driven We have a unique advantage that no other startup or traditional automaker can easily replicate: vehicle data telemetry from millions of vehicles on the road. Every Tesla vehicle transmits anonymized, real-time data on battery health, temperature, charge cycles and performance. This data feeds directly back into engineering. When a rare cell anomaly occurs in the field, we can study exactly what happened, correlate it with manufacturing data and refine our designs and quality checks. This closed loop between the road and the factory is one of the most significant advantages we have in battery development. Our batteries last because they are engineered to—from the molecular composition of the electrolyte to the structural design of the pack and the software that manages temperature in real time. They are safe because safety is not an afterthought—it is the foundation the entire system is built on, validated layer by layer, cell by cell, and tested against scenarios that go beyond what regulation demands. We also offer a Battery and Drive Unit Warranty on all new Tesla vehicles for 8 years or 100,000 miles (minimum based on vehicle) with a minimum of 70% battery capacity retention over the warranty period."

There is no best model. There's a lot of noise about models right now. Who is training them, who owns them, where legal intelligence should live. One question actually matters: what produces the best outcome for the legal task in front of you? That's how we decide things at @WeareLegora. We optimize for the end-to-end outcome on a legal task. The model is one layer of that system, not the system. Models are uneven and the frontier changes almost weekly. One model plans a long job well, another runs deep analysis across thousands of documents. Some have to be told exactly what to do, and some are fine with a vague brief. They all break in different ways. So our lawyers write evals and we test them with the Legora BAR, our benchmark for agentic reasoning. Every model takes every test, and the model that wins gets the work. We post-train when we know it buys our customers better performance on a specialized task. Training is a tool we reach for when it helps, nothing more than that. The intelligence that compounds sits in the orchestration layer. Precedents, review standards, client requirements. That knowledge has to stay editable, auditable and portable. In our system, a changed review standard is an edit that takes effect the same day, with no new model training required. No lawyer should have to worry about which model did the work, any more than they think about which chip is in their laptop. They should only care about the quality of the work. That's what we are focused on. If you want the engineering version of this argument rather than the CEO version, our CPO, Bryan Tsao, and CTO, @jacsebl, take it apart in the video below.

posting articles is fun. so far, tons of outreach for: - access to the AI Cloud TCO model (which includes our Neocloud Dashboard, below) for pricing data, site maps, company financials, input costs, and more - providers getting in for ClusterMAX 3.1, including some big GB300 deployments that we missed testing - customers with some crazy stories about reliability, security, and performance - investors going down the list to find the next big Neocloud that can address this mid-market need for managed clusters for the Neolabs - access to sample SLAs, and intros to insurance providers who are backing these rental contracts - participation in PostTrainingX, where we test managed RL infrastructure services and RLaaS/FDE work (or as they call it, forward deployed researchers - participation in SandboX (and to review initial results) where we benchmark CPU/memory setups for agentic coding environments - participation in EndpointX (and to review initial results) where we test managed inference endpoints - security research and a ton of good applications to join the team. please reach out!

$BTC If we observe the 2022 bottom, most of the time bottoms form with 1 major impulse candle, like what we have seen. In terms of retests, we usually don't see the "ideal retest". After BTC broke from 16K to 25K, it retested 19K, aligning with the 0.618. If we apply the same principle to this impulsive candle up, then any push down is likely to be shallow, with the 73-70K region potentially serving as the local range bottom before pushing through 80K. Before that, I expect some sort of range to form, accumulating late longs and building liquidity. We may even see another sweep above 79.5K before the final flush into the low 70s, followed by expansion. You usually don't see an instant retrace of these trend shifting impulsive candles because it defeats the objective. The market needs to build long liquidity first before the final sweep and expansion. So before we test any of these lower regions, I think we can expect more range based movement to accumulate liquidity.

Setbacks happen in this business. What matters is how we respond. NASA is deploying experts to help determine root cause, support recovery efforts, and keep critical lunar systems moving forward. We are putting extreme focus on the lander to ensure timelines for the Artemis III orbital test mission remain on schedule. At NASA, we remain laser focused on our mission to return astronauts to the lunar surface before 2028. We test, we learn, we improve and we will never stop until the objective is achieved.

$NVDA CEO on AI labs: “If they say the alternative, which is: There is no way to contain our experiments, there’s just no way; when we test our A.I. models, it will get out, and it will damage the world — then I think the answer is that we have to shut the labs down. Because the cost to humanity, the damage is too great.”

Pretty much every week, a new AI model drops. (Speaking of: Lovable now builds with Fable 5.1) We test each new model, tune it, and decide how it’s routed to ensure your builds have the best outcome. Our job is to keep up, your job is to keep building. Read more about our model philosophy:

A monthly signal just fired on Bitcoin that has printed five times since 2012. Every single time, the next candle rose to the first target zone above. 🧵 👉 Full $BTC map: The crowd is bored because the first week of October chopped everyone up. BUT: History says that's the script: the real October move loads in the back half, and November, behind it, carries the strongest median of the year. (wait for itttttt) > Sep 30: monthly close reclaims the midband, 5-for-5 signal fires > Oct 3: jobs print +29K vs 90K expected, the rate-hike trade dies > Oct 5: market prices 81.5% no-change, BTC presses the wall three times Either the wall at $87K breaks this week and the signal gets its free ride, or we test the line one more time first. I know which way I'm leaning - the full map is in today's letter. Just read the commentary every few days, and you’ll know what’s what! Thank you, everyone. Have a good day!

Hermes can absolutely be S-tier. But only if you ask: S-tier for WHAT? 🪽 If the job is pure coding, compare coding specialists. If it’s deep research, compare research systems. But if you want an agent that can: → keep working on your PC/server → use tools and browse → run scheduled jobs → handle multi-step workflows → stay available beyond one chat session Hermes starts looking very different. That’s why one giant AI-agent tier list misses the point. Hermes isn’t trying to win every category. It gets interesting when you want a real operator, not just a single-purpose assistant. Pick the job first. Then pick the agent. For persistent agent work, Hermes belongs near the top of the conversation. Which category should we test Hermes against next?