RT Nick Szabo (@NickSzabo4)It's a very well-publicized increase in the OP_RETURN allowance that very publicly invites more non-financial data onto Bitcoin. Even though apps can already put data in other parts of Bitcoin, this increase sends a signal inviting more such data. Without adding safeguards to allow archival node operators to non-disruptively delete illegal content for which they will often be held criminally liable. ...

We've got a news alert on chat GPT parent open AI McKenzie Seagalos. What's going on. Hey there, Brian.So, OpenAI just made one of its biggest purchases yet, paying 1.1% billion in an all equity purchase for Stat Sig, according to a source close to the deal. Now, this is a software startup best known for AB testing and product experimentation with a customer list that includes Microsoft. Now, the deal stands out in an industry defined lately by aqua hires like Meta with Scale AI or Google with Windsurf wher ...

Company Overview - SentinelOne is set to report its Q2 2026 earnings on August 28, 2025, with expected revenues of $242 million, reflecting a 22% year-over-year growth, and a reduction in net losses to approximately $0.19 per share [2] - The company has a current market capitalization of $5.6 billion and reported revenues of $864 million over the last twelve months, alongside operational losses of $331 million and a net income loss of $427 million [3] Product and Market Position - SentinelOne's product portfolio is centered around its Singularity platform, which leverages AI-driven automation for real-time cyber threat management across endpoints and cloud workloads, distinguishing it from traditional vendors [2] - The company has seen a 24% year-over-year growth in Annualized Recurring Revenue (ARR), totaling $948.1 million, indicating strong customer retention and growth within existing accounts [2] Customer Metrics - The number of customers with an ARR of $100,000 or more increased by 22% to 1,459, showcasing stronger penetration into larger enterprises [2] Historical Performance Insights - Over the past five years, SentinelOne has recorded 15 earnings data points, with only 4 positive one-day returns, resulting in a 27% positive return rate, which drops to 18% when considering the last three years [8] - The median of the 4 positive returns stands at 8.5%, while the median of the 11 negative returns is -5.9% [8]

Turns out Chainlink isn't just about data. https://t.co/fVH6oBLFhi ...

🤔 IS THIS THE BEST AI LAYER-1? - Is @0G_labs' focus on compute, storage and data enough to help it dominate the massive cryptoAI sector...? Find out now 👇https://t.co/CwvfSyA9jl ...

Chainlink's Role in Institutional Smart Contracts - Chainlink addresses key challenges in institutional smart contract transactions, including trusted data, seamless connectivity, and compliance [1][2][3] - Chainlink provides secure, high-quality data for accurate asset pricing and transfer agents [1] - Chainlink facilitates cross-chain interoperability, enabling value and data movement across networks, including public-to-private blockchain connections [2] - Chainlink enables compliance through onchain identity proofs and matching them against regulatory policies [2] Visa's e-HKD+ Pilot Program (Phase 2) - Visa's report highlights Chainlink's solutions for next-generation smart contracts in collaboration with ANZ, China AMC, and Fidelity International [1] Chainlink's Infrastructure Platform - Chainlink supports multiple data sources, cross-chain interoperability, and compliance mechanisms through a single infrastructure platform [3] - Chainlink enables efficient development and secure, scalable, and compliance-ready onchain finance applications [3]

Summary of Tesla Inc Earnings Call Company Overview - **Company**: Tesla Inc - **Industry**: Automotive, specifically Electric Vehicles (EVs) - **Market Cap**: $1,170,279 million as of July 23, 2025 - **Stock Rating**: Overweight - **Price Target**: $410.00 Key Financial Highlights - **2Q Results**: Slight beat with Free Cash Flow (FCF) near break-even [1][2] - **Deliveries**: FY25 deliveries forecast lowered to 1.53 million, down 14.2% year-over-year [8] - **Revenue**: FY25 revenue forecast largely unchanged at $63.4 billion [8] - **Auto Gross Margin**: FY25 Auto Gross Margin (ex-ZEV credits) increased to 13.4% [8] - **Operating Margin**: FY25 GAAP Operating Margin decreased to 2.9% [8] - **EPS**: FY25 Non-GAAP diluted EPS decreased to $1.37 from $1.58 previously [8] - **Free Cash Flow**: FY25 forecasted at ~$1 billion, up from a previous burn of ~$250 million [8] Core Insights and Concerns - **Outlook Transparency**: Tesla's outlook lacks specific targets on revenues or margins, raising concerns about future performance [6] - **Robotaxi Progress**: Limited information on the current fleet size or performance, despite ambitious expansion targets [6] - **Optimus Production**: Production ramp for Optimus pushed slightly, with a target of 1 million units annually within 5 years [6] - **Market Headwinds**: Elon Musk indicated that the next few quarters may be 'rough' due to demand changes and regulatory environment [6] - **Consensus Direction**: Likely modestly lower, especially for FY26, with updated FY25 EPS 14% lower than prior forecasts [6] Changes to Estimates - **Deliveries**: FY26 deliveries forecast lowered to 1.85 million from 1.89 million [8] - **Revenue Adjustments**: FY26 revenues slightly lower due to lower deliveries [8] - **Operating Expenses**: Increased R&D and SG&A expenses impacting margins [8] - **Free Cash Flow**: FY26 forecast lowered to $2.4 billion from $5.3 billion [8] Valuation and Price Target Methodology - **Price Target Components**: - Core Tesla Auto business valued at $76/share - Network Services at $159/share - Tesla Mobility at $90/share - Energy at $68/share - Third-party supplier at $17/share [19][24] Investment Thesis - **Growth Potential**: Tesla's capabilities in physical AI, robotics, and energy storage present significant growth opportunities beyond traditional EV business [12][13] - **Market Position**: Tesla is well-positioned in data, robotics, and manufacturing, with a strong competitive edge [12][13] - **Risk Factors**: Potential risks include competition from traditional OEMs and execution risks related to factory ramps and market recognition of service opportunities [36] Additional Insights - **Analyst Sentiment**: The consensus rating distribution shows 44% Overweight, 37% Equal-weight, and 19% Underweight [27] - **Long-term Projections**: Forecasts suggest Tesla could sell 4.6 million units by 2030 with a 25% revenue CAGR [26] This summary encapsulates the key points from Tesla Inc's earnings call, highlighting financial performance, strategic insights, and market outlook.

Industry Disruption - The database technology industry has remained largely unchanged for 40 years [2] - The agentic era is expected to disrupt the entire database industry [3] AI and Database Creation - Agents are increasingly creating databases, with Neon reporting 80% of their databases created by agents [2] - Agent-created databases have seen significant growth, increasing from 30% last year to a projected 99% [2] Competitive Landscape - Lakebase aims to compete with major tech companies like Oracle, Microsoft, and Amazon in the database market [1]