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Anthropic's Mythos/Fable restrictions got lifted and nobody's talking about what this means for AMZN and GOOGL

Woke up to this headline and it's kinda flying under the radar: Trump just lifted the export restrictions on Anthropic's Mythos and Fable models. Everyone here's obsessed with Nvidia and the Microsoft/OpenAI trade, but nobody's talking about who else has billions riding on Anthropic: Amazon and Google. Less red tape, …

DOE Approves Final Safety Analysis for Oklo's Groves Reactor, Advancing the Project Toward Operational Authorization

Oklo announced that the U.S. Department of Energy (DOE) has approved the Documented Safety Analysis (DSA) for Oklo Isotopes’ Groves Isotope Test Reactor in Texas under DOE’s Reactor Pilot Program (RPP). The DSA is the facility’s final safety basis grounded on a detailed technical analysis of potential hazards, safety controls, …

What is Algorand's Post-Quantum philosophy?

I’m struggling with how to value semis when the earnings are real but probably not normal

I keep seeing the same argument around semiconductors: “it’s not a bubble because the earnings growth is real.” I don’t totally disagree with that. NVDA, AMD, MU, and the rest of the AI hardware chain are not random 2021 SPACs with no revenue. There is real demand here. Data centers …

Berkshire Hathaway now owns 10.32% of Marubeni Corp. and 10.83% of Mitsui & Co., LTD - disclosure filing with Japan FSA (in Japanese)

Marubeni: [https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100YO0N.pdf?sv=2020-08-04&st=2026-07-01T09%3A52%3A37Z&se=2031-07-01T15%3A00%3A00Z&sr=b&sp=rl&sig=m66kSbwZhaJPCeD8PiyBo9HrgoDtJqMFpuIammlWznk%3D](https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100YO0N.pdf?sv=2020-08-04&st=2026-07-01T09%3A52%3A37Z&se=2031-07-01T15%3A00%3A00Z&sr=b&sp=rl&sig=m66kSbwZhaJPCeD8PiyBo9HrgoDtJqMFpuIammlWznk%3D) Mitsui: [https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100YO1O.pdf?sv=2020-08-04&st=2026-07-01T09%3A52%3A28Z&se=2031-07-01T15%3A00%3A00Z&sr=b&sp=rl&sig=KRHDYQoqKugzN2cL9DclIW8sXlB0V1cdipSk4jVXSFg%3D](https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100YO1O.pdf?sv=2020-08-04&st=2026-07-01T09%3A52%3A28Z&se=2031-07-01T15%3A00%3A00Z&sr=b&sp=rl&sig=KRHDYQoqKugzN2cL9DclIW8sXlB0V1cdipSk4jVXSFg%3D) Berkshire Hathaway's ownership of Marubeni crossed the reporting threshold on June 25th, Mitsui on June 24th. After the disclosures last May for increases in ownership of Sumitomo and Mitsubishi, I expect that we'll see a future Berkshire Hathaway filing for Itochu Corporation.

When the Unbreakable Breaks: Scenarios Where Bitcoin Actually Becomes Useless.

**Everyone says Bitcoin is invincible.** But true conviction requires looking directly at the abyss. Quantum breakthroughs. Protocol zero-days. The Orwellian chokehold. I just mapped out the 6 existential tail risks that could actually send the network to zero. **Read the new deep dive on In Bitcoin We Trust. Are you …

What happened to platov.cc and what’s with platov.co now?

Bit of a noob question, but I used to swap through [platov.cc](http://platov.cc) and now I’m only seeing [platov.co](https://platov.co/) everywhere. The interface and branding look very similar, but the domain is different, which always makes me nervous with anything crypto‑related. Did they just move from .cc to .co and leave the …

What do you guys think about the theory of an AI-bubble?

I watched the diary of a CEO where Jeremy Grantham argued that we are experiencing an AI-bubble right now which will eventually burst. Looking at the graphs of 10 years for most of the tech companies right now I realized it kind of makes sense as they are experiencing the …

How can you actually tell if a swap agg is safe to use?

I’m trying to move my smaller trades away from CEXs to aggregators, but I’m struggling to vet their reliability. CEXs at least have audit histories and proof of reserves, whereas aggregators feel like a black box. I don't want to just blindly trust online reviews. \> For those who use …

Chainlink

Im thinking of going heavy on link, i see big future potential there. Despite all the adoptions the price is rilly low. What do you guys think? Should i buy cupnoodles already