Tesla Launches Live Virtual Power Plant Dashboard Across Four Regions

Leveraged single-stock funds are now being built around a specific Nvidia chip cycle, and daily 2x resets magnify losses as much as gains for anyone chasing the Blackwell trade.

GraniteShares filing for a 2x B200 ETF https://t.co/zLM4MrxjxZ

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Xiaomi now holds the open weights crown at 13 cents per benchmark task, which pressures every vendor charging more for the same intelligence.

MiMo-V2.6-Pro debuts as the top open weights model on the Artificial Analysis Intelligence Index (46). At $0.13 per Intelligence Index task, it lands on the Intelligence vs. Cost per Task Pareto frontier @Xiaomi has just released MiMo-V2.6-Pro, an open weights model with major https://t.co/W3BrQ7q4Lk

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xAI's Terminal-Bench score nearly doubling in one model generation is the kind of jump that decides which lab enterprises hand their coding budgets to.

Grok Build with Grok 4.7 (xhigh) scores 56 on the Artificial Analysis Coding Agent Index, up from 47 with Grok 4.6 (xhigh). It improves across all three components: DeepSWE v1.1 rises from 65% to 73%, Terminal-Bench 4.0 from 18% to 33%, and SWE-Atlas-QnA from 58% to 63%. These https://t.co/JYfH3Uyi82

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xAI just closed most of the gap with Anthropic on the benchmark that tracks real professional work, a 111 Elo jump in one model generation. Enterprise agent contracts are the prize here.

Grok 4.7 joins the frontier on agentic knowledge work tasks. On AA-Briefcase, which evaluates models on realistic professional work tasks, Grok 4.7 scores 1657 Elo, up 111 from Grok 4.6 (high) and placing it just behind Claude Opus 5 and Claude Fable 5.1. Grok 4.7's improvement https://t.co/lBhd9h9mE2

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A two-point gain is enough to put SpaceXAI in the top four and past GPT-5.6 on coding agents, a reminder that frontier model leadership now flips within weeks.

Grok 4.7 scores 46 on the Artificial Analysis Intelligence Index to bring SpaceXAI into the top 4 AI labs. Coding Agent Index performance has also improved, overtaking GPT-5.6 Sol Grok 4.7 scores +2 points over Grok 4.6 on the Intelligence Index, with strong performance on https://t.co/8p4KC6cgZy

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Starship goes from test article to revenue hardware in seven days, with operational Starlink V3 satellites as the payload. Every rival in heavy lift and satellite broadband is measured against that date.

In 7 days, the first Starship launch to orbit will be carrying Starlink V3 satellites intended for operational use https://t.co/bx24B1nz9x [Quoted @SpaceX]: Booster 21 moved to the pad at Starbase https://t.co/GwW45MAkZY

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The swap counterparties behind 2x single-stock ETFs are the hidden plumbing of the leveraged fund boom, and Jane Street pushing into Clear Street's turf means more capacity and tighter pricing for the funds traders use daily.

Jane Street is getting into the 2x single stock swap game.. right now Clear Street utterly dominates but Jane is making inroads. Nice look at who swap provider market share for 2x ETFs broken down by index vs single stock via @yiqinsh (who will be on ETF IQ today to discuss) https://t.co/ATONfRbQG0

Bloomberg's top ETF analyst says a filing for 30 MLB team ETFs landed within hours of the league's FutureSports index deal, meaning team win totals are about to become a tradable asset class.

New filing for Baseball ETFs, one for each MLB team. This morning MLB announced a deal with FutureSports to make perf indexes and the filing came immediatly after. To answer @Todd_Sohn's q $FISH is the best ticker. Cc @tomkeene which team should I short? [Quoted @Todd_Sohn]: Best ticker? @EricBalchunas @syouth1 @DaveNadig @MstarBenJohnson

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Chamath is drawing the line every AI holder should be checking: record model usage means little without owning the stack from silicon to apps, and ZAI trading at half its peak is the live example.

👀 I don’t know ZAI’s P&L so won’t comment on it but will state the obvious: Unless you vertically integrate and show a credible path to owning models, app, tokens, cloud, data centers and silicon the risk of being a hi volume, low profit company is abnormally high in this https://t.co/jJRkLW2uy2 [Quoted @__tinygrad__]: Despite record usage of the models, ZAI stock is down over 2x from its peak. The Chinese markets have a real understanding of the economic impact of AI, the US ones do not. It's very important that the US government doesn't bail any of this out. https://t.co/m5zEzxzmLr

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Chamath is naming the neoclouds he thinks get paid if open models take the top three spots, with Nebius and IREN leading his list. The data he is quoting shows open models at 78.4% of token volume on Vercel's AI Gateway.

Prediction: within 12 months, top three models will be open source. Economic winners will be the American clouds that serve them: Nebius Iren Baseten Together Fireworks https://t.co/IMXjkJxP37 [Quoted @rauchg]: Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z⁠.ai, their combined spend surpasses OpenAI (#2). https://t.co/vFMh3xEt83

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Chamath is betting the value in AI shifts from model owners to the inference clouds serving open weights, and he named four of them. The data he is quoting shows open models at 78.4% of token volume on Vercel's gateway.

Prediction: within 12 months, top three models will be open source. Economic winners will be the American clouds that serve them: Nebius Baseten Together Fireworks https://t.co/IMXjkJxP37 [Quoted @rauchg]: Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z⁠.ai, their combined spend surpasses OpenAI (#2). https://t.co/vFMh3xEt83

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