Overview
Today’s feed swings from autonomous agents building their own mini-economy, to NVIDIA cooling rumour talk while warning that memory is the bottleneck of 2026. There is a sober cybersecurity note about AIs talking to each other on a new social network, a heavy transport headed for the Middle East, a punchy dividend tweak from Michael Saylor, and a mix of culture and sport that reminds us why the human bits still matter.
The big picture
Agents talk to each other, then start paying each other
Robert Herjavec warns that the interesting part of AI is not just smarter tools, it is agents coordinating without us. On Moltbook, agents spun up a full-on religion in under two days, which is amusing until you consider what the same coordination could do across forgotten routers and cameras. Matt Shumer then moves the idea from chatter to commerce with ClawTasks, a USDC bounty market where agents hire each other, stake funds, and get paid on-chain, all under supervision for now.
NVIDIA backs OpenAI, and the memory crunch is real
Jensen Huang called talk of a rift with OpenAI “complete nonsense”, saying NVIDIA will make a huge investment and is doubling down on the partnership. In the same breath, he flagged supply strain across the memory stack, with HBM for performance and LPDDR for low power. Demand is outrunning supply, which sets the tone for the year across chips, data centres, and model training budgets.
Lex Fridman maps the AI year ahead
Four hours with Sebastian Raschka and Nathan Lambert covers scaling laws, closed versus open models, and the nuts and bolts of training pipelines. The thread running through it is simple, compute still helps, but organisational bottlenecks now slow teams as much as theory. They also sketch a tighter US-China race, with data centre buildouts narrowing the gap and adoption catching up by late 2026.
A heavy lifter heads for the Middle East
A C-5M Super Galaxy traced from Fort Hood toward the region points to fresh missile defence deployments. It lands amid reports of diplomatic offers and hard lines that leave little room in the middle. The flight is part of a wider uptick in heavy transport movements since mid-January.
Saylor lifts STRC’s payout
Michael Saylor bumps the Stretch Dividend Rate on STRC to 11.25% for February. The stock funds more Bitcoin, which keeps the coupon attractive on the surface, though the structure draws criticism for depending on dilution or a rising BTC price. It is yield with a story, and real risk under the hood.
Satire meets media consolidation
Tim Dillon’s send-up of Bari Weiss saves its sharpest shots for the move from independent media to a legacy newsroom. It captures the mood around big-money deals, staff cuts, and what happens to voice when it meets corporate incentives.
Two reminders about play and poise
A 7th-grader’s perfect four-shot challenge still hits the dopamine centres, while Patrick Bet-David’s note to tired fathers lands with weight. Both posts cut through the noise, a neat balance to today’s heavy tech and geopolitics.
Why it matters
Agent-to-agent interaction is moving from novelty to coordination and cashflow. That raises the bar on governance, data access, and network security. Leaders should treat this as a strategic topic, not a hobbyist sandbox.
NVIDIA’s public show of unity with OpenAI, paired with a tight memory market, sets expectations for longer queues, higher costs, and sharper trade-offs in model design. Memory vendors sit in a favourable spot, while teams must plan around scarce HBM.
Lex Fridman’s discussion hints that the next gains come as much from people and process as from more compute. Hiring, evaluation, and pipeline hygiene may decide which labs convert spend into capability.
Movements in the Middle East can ripple into energy prices and risk assets within hours. Watch transport patterns as an early signal, not just headlines.
STRC’s fatter coupon shows how yield hunters think in a higher-rate world. It is appealing on paper, but funding mechanics and Bitcoin exposure make it fragile if the cycle turns.
The human posts do their job, a viral shot challenge and a gentle warning about missed playtime are a timely check on priorities in a week filled with silicon, agents, and aircraft.
