K5 Global

ELON MUSK GAVE A MASSIVE WARNING ABOUT CHATGPT AND GEMINI: “MY CONCERN IS THAT THEY ARE NOT MAXIMALLY TRUTH-SEEKING. THEY ARE PANDERING TO POLITICAL CORRECTNESS. WITH XAI, OUR GOAL IS TO BE AS TRUTH-SEEKING AS POSSIBLE, EVEN IF IT’S UNPOPULAR. THAT’S IMPORTANT.”

Healthcare can't deploy Claude. Legal can't deploy GPT. Defense can't use Gemini. Their data cannot be seen by a third party. SERV's privacy stack solves this: TEE-backed inference, end-to-end encryption. No provider sees the raw input. Enterprise AI is finally possible.

聊一个我觉得挺重要的更新： @Backpack 上线了 Backpack 证券，某种意义上它已经不再只是个加密交易所，而是变成了一家合规券商。 简单说一下我的理解👇 一般来说一个项目发完币，从撸毛角度就算结束了，所以 BP 我已经很久没讲。 但这次值得单独拿出来说。 📌最关键的点是一句话：Backpack 证券支持从 IBKR、嘉信等主流券商转入持仓，也支持把持仓转出到其他券商。 如果你交易过美股就懂，支持转股 = 你拿到的是真实的股票持仓，而不是映射。 这一点直接把它和其他平台区分开了。 我们以前在 Solana 上老听链上纳斯达克叙事，但前提是你的股票得真实、得 1:1 对应，

RT @SolanaLegend: It's time for a @Backpack Townhall See you on Friday. 🎒

RT @Backpack: Are your tokenized stocks giving you the real thing? On/off-ramp securities between traditional brokers and @solana. Soon.…

elon's on a generational run right now, google just agreed to pay spaceX ~$1 billion per MONTH for 3 years -> google accesses 110,000 gpus, cpus and memory in order to scale Gemini thats another $30 billion+ revenue booked on spaceX's balance sheet bringing the total to $85 billion across anthrop

RT @moonpay: Introducing the MoonAgents Desktop App 💻 download the free app 🤖 connect your ChatGPT or Claude account 💸 give your AI Agen…

RT @FTDA_US: Franklin Templeton and MoonPay Partner to Expand Institutional Access to Tokenized Money Market Funds : https://t.co/q0hzYT6NJX

As LLMs become commoditized, the real value shifts entirely to the input. Models like GPT, Claude, Grok and Gemini are powerful, but they are only as good as the context you provide. https://t.co/XD2sXckrPC

My contribution to VC discourse is that their power is severely overrated, most are just a thin wrapper layer to the real power in the world (the LPs). It is up to you, the founder, to conjure the alchemy that turns labor and capital into value. (You might only realize this when you witness them