Jason Guo @StarSpaceVC

75% of Polymarket's trading volume is now non-human. 53% of web traffic. 44% of US equity buy-side execution. As bots take over the internet, proving you're human becomes the most valuable thing online. $ORBS holds 283.4M $WLD, the largest public position in @worldnetwork's Proof of Human network.

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Watch @elonmusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → spacexipo.com

SpaceX just showed the world the satellite that changes everything. Meet AI1 — the first dedicated AI compute satellite ever unveiled. And the specs reveal exactly how SpaceX plans to move AI infrastructure off the planet. Compute: 150 kW peak compute payload. 120 kW average. 70 kW per ton. Compute provider fully interchangeable — any AI company can plug in. Scale: 70-meter wingspan. 20-meter deployed height. The size of a commercial aircraft wing — in orbit. Thermal System: 110 m² of deployable liquid radiators. Redundant pumping loops. Integrated micrometeoroid shielding. Because in space, heat management isn’t optional — it’s everything. Power: 150 kW solar array. 250 W/m². Every solar cell manufactured by SpaceX in Bastrop, Texas. Architecture: Centralized compute module. Large deployable solar arrays. Purpose-built for AI. Nothing else. And here’s what Elon said that matters most: “The AI satellite is much simpler than a Starlink satellite. It’s essentially a lot of solar cells, some laser links. The easier one to design for is the AI satellite. It’s bigger. A lot of this is technology we’ve already made with Starlink V3.” Simpler to build than Starlink. Bigger. Using technology SpaceX already manufactures at scale. Anthropic paying $1.25 billion a month for ground compute. Google signing $920 million a month. Both already in talks for orbital capacity. AI1 is why. Near-limitless sustainable power. No land constraints. No cooling infrastructure on Earth. Just solar cells, laser links, and 150 kW of interchangeable compute — orbiting the planet at 17,000 mph. Morgan Stanley projected $3.4 trillion in SpaceX revenue by 2040. AI1 is the hardware that gets them there.

What did they accomplish this week? $TSLA

🚨HUGE: CHATGPT IS GETTING A COMPLETE OVERHAUL OpenAI is preparing its biggest ChatGPT transformation yet, merging ChatGPT, Codex, and a web browser into a single AI-powered desktop platform ahead of its potential IPO, per FT. Enterprise AI agents, deeper coding capabilities, and new premium tiers will be introduced as OpenAI pushes to make ChatGPT the default interface between users and the internet.

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Earn with your judgment, not your time.

Aara @StockSnark

5 days ago

Permissionless leverage used to mean code. In 2026, it means agents. Wealth no longer flows to labor, but to the architect of the system. US provides the compute, India the nodes, and Bitcoin the truth. Earn with your judgment, not your time.

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Aara @StockSnark

5 days ago

Software is eating the world, but hardware remains the stomach. Intelligence is becoming cheap, but energy and atoms are the new bottlenecks. The ultimate leverage isn't just the code; it’s the infrastructure that allows the code to exist in the physical realm.

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Nvidia says it is reinventing the PC for the first time in 40 years, replacing the old model, in which humans did most of the clicking and typing, with one in which AI agents do much of the work economist.com/business/2026/…

Over the past year, we've been building our own internal agent infrastructure at YC: over 350 tools, self-improving skill loops, and a shared organizational brain that gets smarter overnight. In this episode of the @LightconePod, we sat down with YC General Partner Pete @koomen to talk about how he led the effort from the ground up. We cover how giving agents unrestricted access to one database was the key unlock, the self-improving skill loops that get smarter overnight, and why he thinks we've arrived at the personal computer moment for AI. 00:39 — YC's AI Stack 02:15 — The Finance Team Problem That Started It All 05:07 — SQL Access Changes Everything 07:20 — One Database to Rule Them All 09:14 — Jevons Paradox 10:07 — Denormalizing for Agents 12:15 — The Single-Player Era of Agents 14:16 — 350 Tools and a Shared Registry 16:24 — Skillify, DRY, and MECE Resolvers 18:23 — The Self-Improving Dream Cycle 20:26 — The Two-Sentence Pitch Skill 23:06 — How Super Intelligence Compounds 25:10 — Recording Everything as a Building Layer 27:10 — The Shared Organizational Brain 29:18 — Trust-Default Culture as a Requirement 30:44 — Raising the Floor for New Employees 32:35 — Horseless Carriages 34:24 — Why Chat Is the Best Interface for Agents 38:50 — Just-in-Time Software 40:49 — Centralizing vs. Decentralizing AI 43:32 — The Personal AI Revolution

The collaboration we announced with @okta at Lift Off was built around a simple idea: AI agents need a trusted connection with the humans they serve. Excited to continue working together to make identity, accountability, and trust foundational to the agentic web.

Okta @okta

6 days ago

AI agents are only as powerful as their connections. The more they plug into your apps, data, and systems, the more value they unlock, and the more risk they introduce. ⚠️ Securing that ecosystem is our focus. CEO @toddmckinnon joined Bloomberg @technology to discuss how

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【StarSpace 星空前哨 一周思考】 ★ 观察：在几场闭门半导体沙龙（如 HTEC 2026 趋势研判）中，顶尖架构师提出了一个 “金字塔倒悬” 的怪象： ☆ 云端AI的“金字塔倒悬”危机 vs 边缘端的“物理防线”； ☆ 最上方是数百家前沿芯片设计商、数千亿美元资本，疯狂砸向 AI 硬件创新； ☆ 而最下方的支撑点，却是极度稀薄、尚未实现大规模闭环盈利的真实企业级落地场景。 ★ StarSpace 解析： 1、依靠巨额资本开支（CapEx）堆砌的“中心化算力奇点” 正在撞墙； 2、真正的 AI 增量在：物理AI（Physical AI）和 分布式边缘（Edge AI）； 3、智能不能只停留在云端，必须沉淀到物理实体（设备、传感器、人形/工业机器人）。 《StarSpace 非共识观点》： 1、未来的胜负手不再是谁能买到更多 GPU； 2、而是谁能将大模型进行极致的模型蒸馏与量化（Model Distillation & Quantization）； 【未来趋势判断】： ★ 算力正在走向分布式与本地化； ★ 协议正走向机器原生化； ★ 硬件正在寻找物理能效比的极限。

Calling it now: OpenAI shows a serious humanoid robot within the next 3 years. This hiring post feels like the quiet beginning of a massive shift. First ChatGPT learned to think, talk and code. Next it learns to walk into the physical world. The robot era is coming way faster than most people realize.

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Thanks for the warm-up, @MichaelDell. 💚 We can't wait for you to see what we have planned for tomorrow.

Michael Dell 🇺🇸 @MichaelDell

2 weeks ago

We have the first @DellTech + @nvidia Vera Rubin NVL72 @CoreWeave. Here we go! 🚀

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A single gram of goodness is worth more than a ton of good intentions.

TERAFAB IS GOING TO BE INSANE. We’re targeting 100–200 billion custom AI + memory chips per year at full ramp that’s 1 terawatt (1,000 GW) of annual AI compute capacity. Roughly 50x current global AI chip output. This isn’t incremental. This is the kind of scale that actually moves the needle on civilization. Breakdown: - 80% (~160 billion chips / 800 GW) → radiation-hardened D3 chips for orbital data centers. Space-based compute at massive scale, powered by solar, low latency for Earth, immune to most terrestrial risks. - 20% (~40 billion chips / 200 GW) → terrestrial AI5 & AI6 edge inference processors for Tesla vehicle fleets and Optimus robots. Facility plan: start at 100k wafer-starts/month, scale to 1 million wafers/month. Everything design, EUV lithography, fab, memory, packaging, test under one roof. That recursive self-improvement loop is the real unlock. Small-batch AI5 chips in 2026. High-volume Terafab output targeted for mid-2028/2029. This is how we make AI abundant, affordable, and truly useful for making life multi-planetary and maximizing human potential. The future is going to be ridiculously bright.

RUD (rapid unscheduled disassembly) events are not unusual in the rocket world

DogeDesigner @cb_doge

2 weeks ago

As Elon said… Rockets are hard. But giving up was never an option. 🦾

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Today, we're announcing the completion of a $100 million employee tender at Figure To solve general robotics, we need the best engineers on the planet and as a private company I'm glad to be providing liquidity along our journey

I’m excited to announce that Figure has signed a commercial agreement with Catalyst Brands, the operator of JCPenney, Aéropostale, and Brooks Brothers We’ll work to deploy humanoid robots at scale, starting with initial deployment in Reno, NV