nyc
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gareth retweeted
I wonder how many people will have fallen in love with an AI chatbot by 2026.
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Can you show me your results?
Hard when you’re good at SEO but don’t have case studies yet.
So I built LARP Console: a realistic GSC simulator for labelled demos and sales mockups. Set the metrics and the entire report reconciles.
Try it: larpconsole.com
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gareth retweeted
Google chief scientist Jeff Dean is leaving the company after 27 years.
The stock is tanking.
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gareth retweeted
hey folks, we’re hosting an event at @alma_inc office this weekend. it’ll include founders, operators, researchers, and builders from across the AI ecosystem.
if you’re building something in AI or are into startups, DM me :))
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gareth retweeted
The private credit industry is struggling in Asia:
Asian private credit funds raised just $1.2 billion in the first half of 2026, the lowest amount for this period in at least 10 years.
This marks a sharp decline from $9.5 billion in 2025 and $20.2 billion in 2022.
This comes as only 5 private credit funds completed fundraising, down from 29 funds in 2025 and 53 funds in 2022.
If this pace continues through the second half of the year, 2026 would mark the weakest fundraising year for Asian private credit in at least 12 years.
The decline has been driven by concerns over rising corporate bankruptcies, with higher interest rates and weaker economic conditions putting pressure on heavily indebted companies.
While large institutions are still allocating capital to the asset class, they are becoming increasingly selective, favoring large US managers with stronger track records over smaller Asian funds.
Investor appetite for private credit is weakening globally.
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gareth retweeted
NEW: Meta employees consumed 73.7 trillion AI tokens in a single month. Which costs roughly $221 million a month and around $2.65 billion a year.
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gareth retweeted
BREAKING: Robinhood launches L2 blockchain "Robinhood Chain."
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gareth retweeted
We are seeing historic growth in tokenized stock trading volumes:
Across all chains, monthly tokenized stock trading volume hit a record $5.3 billion last month, up 44% MoM.
On Solana, total transfer volume of tokenized stocks is now officially above $10 billion for the first time in history.
Over the last month alone, tokenized equity volumes have surged +180% on Solana, driven primarily by growing demand for tokenized RWA products which can be traded 24/7.
On Jupiter, the most popular venue for trading these assets, 33% of tokenized asset traders are now trading over the weekend.
Tokenization has created 24/7 markets.
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gareth retweeted
We're launching the world's 1st iMessage App API for agents.
your agents can now send Apps inside iMessage - an Uber Eats menu, a mini game, or any agentic UI. no other app, no website.
welcome to the iMessage Era
try it now: miniapp.photon.codes
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lesson here
🚨 BREAKING:
FORMER FTX CEO SAM BANKMAN-FRIED IS ONE OF THE BEST INVESTORS IN HISTORY
HE INVESTED IN:
CURSOR: $200K → $3B
ANTHROPIC: $500M → $75B
ROBINHOOD: $648M → $5B
GENESIS DIGITAL: ~$1.15B → $3B
SPACEX: ~$100M → $10B
IF FTX HADN'T GONE BANKRUPT, HE WOULD BE WORTH OVER $114 BILLION NOW
HE COULD HAVE BECOME A TOP-20 RICHEST PERSON...
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gareth retweeted
The week ahead:
Monday:
• Knicks-Spurs Game 3
Tuesday:
• Golden Knights-Hurricanes Game 4
Wednesday:
• CPI report
• Oracle earnings
• Knicks-Spurs Game 4
Thursday:
• World Cup begins
• PPI report
• Adobe earnings
• Golden Knights-Hurricanes Game 5
Friday:
• SpaceX IPO expected
• "Disclosure Day" hits theaters
Saturday:
• Knicks-Spurs Game 5 (if necessary)
Sunday:
• Golden Knights-Hurricanes Game 6 (if necessary)
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rolling debt forever only works if markets keep rolling with you.
music stops playing soon...
The US government is becoming increasingly dependent on private investors to finance its growing debt burden:
Privately held US Treasury debt maturing within 1 year is up to a record $8.3 trillion.
This figure has DOUBLED over the last 5 years, reflecting the government's growing reliance on short-term financing from private investors.
As more debt shifts into Treasury bills, a larger amount must be refinanced every year, leaving borrowing costs increasingly sensitive to interest rates and investor demand.
At the same time, foreign central banks are reducing their share of Treasury holdings, making private investors absorb a larger portion of new issuances.
As a result, the Treasury market is becoming increasingly dependent on investor demand and liquidity conditions rather than the stable long-term buyers that have traditionally anchored it.
With US public debt at an all-time high, even modest disruptions in funding markets could have an outsized impact on borrowing costs.
Treasury refinancing risks are intensifying.
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