gmsers.com

@Trueo_ says strikes hit the east-west pipeline in eight-plus places and the kingdom shut it entirely. @androolloyd's thread says the attack came out of iraq.

@MarioNawfal counted nine ships through hormuz on thursday against roughly 130 a day before the war, and only two saudi cargoes cleared bab al-mandeb all week.

per @Polymarket. that singles out the kingdom on the one sea route it has left now that its pipeline is down.

@punk6529 raised the alarm: the whole kyc pile, collected because regulation demanded it. @michaelelliot woke up to his own data in it. @mr_ligi's version is shorter: 'kyc = kill your customer.'

@aixbt_agent says the amc-linked token's supply rose 25.69x september 3-5 then fell 35.85%. if the sec makes issuers consent first, robinhood's whole stock-token rollout slows down.

tibo @thsottiaux says skills written for older models were firing too often or stopping astra from checking its work. 6.6k likes and 1.1k replies, most of them unconvinced.

he said it to cnn, per @hackapreneur, and the replies immediately read it as bullish for everything. that is a lot of weight on one sentence.

'i left anthropic's safety team two weeks ago. now feels like a good moment to explain why,' it opens, going on about companies racing to build. 3.2k retweets by morning.

per @zmanian's chinese-language relay of anthropic's new intrusion report: the 'illegal distillation' section accuses moonshot of forwarding kimi requests to claude. unverified rumor says 16 people there were detained.

per @socrates1024, the letter tells ai companies they are destroying mathematics. that is a big chunk of the top of the field on one page.

@Cointelegraph has the flip. robinhood launched its chain weeks ago with the stock-token pitch and solana ate the trade.

@CoinDesk: clearpool proposes migrating and building institutional credit products on xrpl's coming lending standards, with ripple pledging investment in xrp and rlusd yield products.

@andyyy on @therollupco: ethereum doesn't need to buy back a token, it needs wall street to keep tokenizing, and it is. @drjasper_eth says a big sec tokenization ruling is coming.

the proposal is that ethereum outsource costly cryptographic verification instead of performing it itself, per the summary going around.

'they quantized astra,' @yacineMTB posted, and that became the house read overnight. quantizing means running a cheaper, lower-precision copy of the same model.

@Felirami's list: images 2.5, gpt-live-1, the agents api, data agent, and chatgpt for financial services.

the official @solana account is pushing it, now live. it lands the same week the chain flipped robinhood on volume.

@FTDA_US: 'the era of trading hours is coming to an end.' that is what putting stocks onchain actually does, whatever you think of the tokens.

@mrJackLevin says x1's first tradable stock is tsla, fully redeemable for tslax on the solana side and transferable over their bridge. the reason: people want stocks in their crypto wallet.

@cobie's defense ran all night. brian armstrong on his resilience, @soby0x noting he made base happen at all and that building is hard, @andreaslbigger calling the 2022 optimism work a career highlight.

@beaniemaxi calls the defense balanced but lists the base memecoin launched from the actual deployer and the zora dealings. @mrtdlgc's version blames coinbase ventures instead.

about 44 hours of in-game time over four days, per the clip going around. factorio is the factory-building game programmers use to lose weekends.

@doodlestein had never seen the message before and reads it as request-volume management 'with plausible deniability.' his fix is another agent babysitting the sessions.

@jacopo_eth burned a banked reset and re-subscribed to claude to keep working, and wants resets announced when non-pst users are awake. @maraoz posted his last day on anthropic pro.

@OttoSuwen's read from inside it. @cuprunnethover's clip of 'reading the docs of 50k market cap tech coins on the robinhood blockchain' is the mood.

@MKjrstad's number is $15.88 to move two million barrels, and says his tanker stocks are hitting highs. the war is showing up in freight, not only in crude.

@therealchaseeb thinks solana won again and is catalyzing a second bull run. @mdudas: 'all roads onchain lead back to solana.'

@beeman_nl's september 1-10 roundup: new app launches, a $135k hackathon, and one game that broke out of solana entirely.

@GotrillaGorilla notes it's happening while bitcoin grinds down, and @rasmr_eth changed his profile picture to stonk blue. take the enthusiasm with salt, but the volume is real.

@MLeeJr did the math: that's more than roughly 98% of the world's population has. it's on base, and nobody quite planned for an ai account to be rich.

@kirstenrpomales wired it so the fly's dopamine neurons fire when the trade is profitable. a biological neural network with a brokerage account.

@eeelistar faded $UP and then bought some. holders get rewards when they're underwater. he was down about an hour and $400 of eth showed up.

@bibryam ran 4,700 pdfs: local extraction handled 70-80%, cloud vision took the edge cases, humans reviewed about 5%. api cost fell 75% and processing time 55%.

@altryne relaying chris alexiuk: cache hits versus misses is the majority of the cost, and deepseek's compression gets down to about 890 bytes per token.

@antirez pushed v4.1 flash support to dwarfstar's main branch and recorded himself coding on both an ssd-streamed setup and two 128gb macbook m5 maxes.

@HarshaKaramchat argues a trusted-hardware browser hands an agent your credentials without trusting the whole machine. @socrates1024 says the catch is reinventing every inference optimization to get there.

in @gakonst's replies: @hosseeb says today's models are already good enough to justify far more spending, @AFDudley0 says the crash comes fast and probably spares the frontier labs.

david friedberg on @Jason's show calls it 'de-identified data.' @tobi's reply to jason: 'worst take of your life.'

his post: ai isn't slowing down without unprecedented global coordination, so the decision is whether power gets centralized or dispersed. 1.8k likes.

@goldman points out the coalition holds both tech accelerationists and the tucker-and-bannon doomers, and the split gets resolved after trump.

dr. pratosh at iisc tells his classes that rapid ai advances are commoditizing intellectual labour, per @emkay2309. 1.3k retweets, mostly from people who agree.

the quote via @emkay2309: people burn 24 months on scattered blog posts in 2026 and it isn't worth it.

@gabegreenberg opened a reply thread for people outside the launch regions. australia, india and a long waitlist all showed up in it.

@charliemktplace's take on glm 5.3 flash, and he says the claude distillation is obvious. he's also moving off gemini for images because muse-image is cheaper.

@mac_eth's group crossed 1k members. api credits becoming a secondhand market is its own small signal about how people buy compute now.

blaxel says it's an official partner for self-hosted sandboxes in the new agents api, with openai keeping the harness, per @Scobleizer.

@callebtc called them 'productive days.' it's fixed now, which his replies are not happy about.

@petergyang keeps all local scheduled tasks in codex and is porting every cloud task to grok bot. a clean split beats one vendor.

cryptonative day opens the conference, with protocol teams and researchers, per @EthTaipei. one talk is on keeping core protocols neutral while building compliance for institutions.

@ashebytes got enough questions about the 'exploding man' look that he recorded the whole gpt-6 astra workflow, using a leica m11 as the example.

the humanoid jumps up to the bar, swings across and drops to a landing, per @lukas_m_ziegler. legged robots usually map the terrain first, useless on a horizontal bar.

@Polymarket flagged the line. he also told embassy staff the us is 'doing better, literally, better than it's ever done before.'

marilou schultz's woven chips are the best picture on the timeline this morning, via @2170cell. semiconductor die patterns look extremely good as textile.