Overview
Sixteen posts set today’s pace. The thread moves from explainable knowledge systems and orbital data centres to housing maths, chips, and community events.
Highlights
SciencePedia aims past Wikipedia: @godofprompt covers a new arXiv project that builds articles from verified long chains of reasoning, not just conclusions. The promise is lower hallucination and clearer derivations across 200k entries.
Google’s space TPUs: @AskPerplexity recaps Project Suncatcher. Solar-fed satellites at 650 km run AI workloads, with prototypes targeted for 2027. The near term is hardware validation and links, not full training at scale.
Qwen multi-angle image edits: @victormustar shares a free demo that spins single images into consistent views. Early use cases point to product shots, characters, and motion tests.
LLM token prices keep falling: @rohanpaul_ai highlights a chart showing the steepest drops at the top end. Cheaper tokens unlock ideas that were uneconomic a year ago.
US housing affordability: @unusual_whales cites Zillow’s view that even a 0% mortgage does not fix costs in several coastal cities. Taxes, insurance, and upkeep are the hard floor.
Tesla AI5 claims: @BrianRoemmele lists targets for Tesla’s in-house chip. Headline claims include big speed and cost wins, with production eyed for 2026.
Budget Mac in the works: @markgurman reports Apple is preparing a sub-$1k Mac for 2026 to court Chromebook and entry Windows users, likely an education push.
Counterpoint backs Musk pay: @Tesla says Morgan Stanley’s Counterpoint Global will vote for the performance plan, citing long-term alignment.
AI deal satire: @zerohedge pokes fun at megadeals after OpenAI’s cloud arrangements, raising questions about scale, revenue, and real-world value.
Parallel planning for code: @ericzakariasson shows Cursor 2.0 composing four plans in parallel, merging the best and shipping to the cloud. Ensemble by default for dev work.
GLP-1 price talk: @cremieuxrecueil points to White House negotiations that could place starter GLP-1s at 149 dollars per month for Medicare. Public health impact could be large.
Writing as a signal is breaking: @emollick warns that AI removes effort as a marker. Organisations need new proofs of diligence and thought.
Stripe’s valuation arc: @johncoogan notes Stripe has added roughly 70 billion dollars since 2020 despite a dip in 2023. Optimism with execution still compounds.
AGI as an energy problem: @Yuchenj_UW frames Suncatcher as an energy answer first. Orbit solves sunlight and siting, reliability remains the hurdle.
Anthropic’s enterprise run-rate: @ai_for_success claims Anthropic’s B2B revenue is outpacing OpenAI’s this year, with bullish mid-term projections on API demand.
Cafe Cursor city demand: @benln lists top cities for pop-ups. The community push spans Amsterdam to Seoul.
Why it matters
Knowledge is shifting from summaries to derivations. Compute is chasing the Sun. Prices are collapsing at the model layer while fixed costs block housing. Chips, policy, and community show where actual momentum sits.
