SpaceX - Apollo Global to Buy and Lease GPU Pods and Equipment to Space Exploration Technologies - SEC Filing
72/100·B+Long+4
n
news18h agonews
🔥 $PROS Genesis Season is underway, with 1M $PROS in total rewards across 4 rounds
Round 1 wraps up in 3 days. Meanwhile, the community is coming together to talk MemeFi, onchain activity, and what’s happening across the ecosystem
Join @pharos_network × @ProsperTicker × @FaroSwap for a live X Space tomorrow! Bring your questions and join the conversation 🎙️
📅 Oct 27, 20:30 UTC+8
🔔 Set a reminder: https://x.com/i/spaces/1RJZzBdgvRXJB
35/100·CLong
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meme20h agomeme
#HSCLifeRules - Josh Du (@EphemeralTrade), Chief Investment Officer at @animocabrands, HSC Asset Management Singapore, October 8
There's a lot of excess capital on the sidelines, and no matter what happens, money has to go somewhere. Tokenization, in my mind, is essentially a competition for liquidity across all the venues in the world: TradFi, DeFi and crypto. Hyperliquid is a venue trying to capture liquidity from TradFi exchanges. And TradFi exchanges are going to have 24-hour trading too, and crypto as well
We're entering a world where every venue competes for liquidity, and they realize the best technology for that competition is blockchain. That driving force is going to bring a lot of liquidity into the space
#HSCSingapore
Retweeted by @animocabrands from @mpost_io
35/100·CLong+1
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news10/25news
Tony Xu of @DoorDash on getting rejected by investors, competing against rivals with thousands of times more capital, and how founders can tell conviction from delusion:
"I had over 100 rejections in a span of over 1,000 days where the company almost constantly ran out of money... I couldn't raise a dime, and we were running out of capital."
"Companies like Amazon or Uber were in the space who had way more capital than we had. Hundreds of times, maybe thousands of times of capital deployed versus the amount that we raised. So then the question becomes, well, how are you gonna win this cash-burning machine?"
"This is where you as the founder have to finely tune that line between delusion and knowing that you have something that others don't understand. What are the customers telling you?"
"We the founders did deliveries for almost virtually every day the first three years of the company's life... And so we had strong points of view on each side of our marketplace that could explain what was happening in the numbers."
"When you have one set of facts, which is your customers, you have another set of facts, what are called opinions and perceptions, you gotta trust the facts. That's ultimately what kept us going."
@t_xu w/ @speedrun GP @andrewchen
10/100·CNeutral+2
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news10/25news
We’re tokenizing the Korean won for the first time on Injective.
One of the world’s largest currencies is coming onchain to power a next-gen RWA ecosystem, and it lands in the same week that also brought a $INJ BuyBack worth up to $251,000 and private swaps across 37 chains.
Below is everything that moved on Injective this past week ⤵️
🟪 KRW1 brings won settlement to onchain RWAs on Injective, issued by @BDACSKorea as Korea’s first won backed stablecoin with reserves held at a major Korean bank.
🟪 The $INJ Community BuyBack went live with up to $251,000 in INJ set to be burned, plus bonus onchain stocks on @solana for participants coming up.
🟪 Launch tokens on Solana paired with $INJ through @runupdotfun, now live, and earn $INJ rewards by holding them.
🟪 Private swaps on Injective now go both ways with Nox Superswap from @TryNoxApp, which moves assets in from or out to 37 chains through NEAR Confidential Intents.
📊 Key Stats
🟪 More than 7.2 million $INJ has been burned to date, fueled each month by Injective revenue flowing into the Community BuyBack.
🟪 Injective's onchain revenue growth is accelerating, putting it ahead of many major blockchains in the space such as @dfinity and @SuiNetwork.
🟪 USDC supply on Injective is up 43% in the last month to $16.5M, and over $100M in stablecoin supply is set to migrate here soon as we become the canonical stablecoin standard for 20+ chains including @cosmos.
🌐 Ecosystem News
🟪 Our COO @mirza told @CNBC how 24/7 access and value retention can bring tokenized stocks onshore in the U.S.
🟪 @FinchTechAI, an AI-native marketplace with 35,000+ users and 10,000+ skills deployed, is now building on Injective to put AI agents on onchain financial rails.
🟪 Traders pushed $405 million through Injective native DEXs over the past 7 days, lifting cumulative volume to $84.3 billion.
🟪 The Injective Trench Treasury has sent all $INJ holder rewards earned from our $NINJACAT position on StonkFun to the @NinjaCatSF core contributors.
The won is coming onchain, and the second Injective Stockdrop kicks off this week. Keep your eyes peeled for brand new upcoming releases on $INJ
15/100·CNeutral+10
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meme10/25meme
🔥
Reply to @RVAClassic: This coming month marks my 1-year anniversary building in the @solana ecosystem.
In the last 12 months:
• 16+ hackathon wins and prize finishes
• 2,200+ accounts on @operatoruplift (now live on the @solanamobile Seeker dApp Store)
• 1,500+ RSVPs across founder events and hackathons hosted
Today, I am officially launching my personal portfolio and service studio: http://rvaclassic.xyz
To lock in my trip to @SolanaEvents Breakpoint and @hackerhouses London by Oct 26, I am opening up slots for:
1. Custom websites, launch videos, and GTM packages (starting at $100)
2. Brand sponsors for London content and ad space
3. 1 extra Breakpoint ticket I have available for sale
If you are heading to London or need a website and launch video that converts, DM me or book a call at http://rvaclassic.xyz
Quoted @RVAClassic: I JUST WON THREE @SuperteamEarn bounties, got ACCEPTED into the London @hackerhouses, AND SECURED my @Solana Breakpoint Creator Pass all in ONLY 24 HOURS 🤯
@SolanaEvents must really want me to go to BP26. 🇬🇧
I didn't take the traditional founder route and work for Google or go to Ivy League Universities. I went from homeless on the East Coast of the US to selling everything I owned. I moved to San Francisco, then to Malaysia, and then to Vietnam to go completely heads-down and all in. With barely any runway and an overheating 2019 Intel Mac, I built a full Solana protocol and shipped @OperatorUplift to the dApp Store.
Going to Solana Breakpoint could change my life even more, but because I am 100% bootstrapped, my London travel budget is exactly $0. If I do not get a sponsor by October 26th, I do not get to go and experience the amazing ecosystem and community opportunities. Simple as that.
I am looking for 1 ecosystem title sponsor. I don't do boring corporate recaps. I shoot raw, high converting native content and hustle on the floor. If you fund the flight and stay ($2.5k), you get:
🎟️ BONUS: 2x Breakpoint 2026 Passes for your team (exact $1,100 value).
🎒 The Ad Board: Your logo on my backpack, laptop, and shirts every day.
📱 Native Media: High energy TikToks shot live from your booth.
✍️ Deep Dives: Dedicated X threads breaking down your protocol.
If you want to back the mission at a lower tier:
🤝 Co-Sponsor ($1k): 1x Breakpoint pass for your team ($550 value), laptop branding, 1 native TikTok, and X recap shoutouts.
🎥 Content Partner ($500): 1 dedicated short form video and a dedicated X thank you.
🏠 Stay Supporter ($250): Logo on the sponsor site and an X thank you.
I put my full story, past content metrics, and the exact packages on my site:
🔗 http://breakpoint.rvaclassic.xyz
If you know a Solana protocol that needs extra tickets and boots on the ground, copy the link to this thread and send it to them. 👇🎯(Historical earnings: For fiscal 2026Q1 (period ended 2026-03-28), Intel reported basic and diluted EPS of -0.73 and net loss of USD 3.728 billion.
Consensus expectations: For the upcoming 2026Q3 event, consensus EPS is 0.3945 and consensus revenue is USD 16.447 billion.)
15/100·CNeutral+6
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meme10/24meme
How Sundar Pichai uses AI to run Google:
"I have agents running internally for me... There are all these chat groups: pre-training, mid-training, post-training data, etc. It could easily take me an hour a day to catch up on what's happened in the last 24 hours, but now I have agents running that summarize and bring that information to me. I can still go deeper, and I do so often.
Similarly, there are agents with telemetry into our compute usage, product areas, efficiency, and utilization, and they are giving me inputs and insights."
Quoted @alexeheath: Sundar Pichai on Gemini 4 and the AI compute crunch
Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI.
Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.
I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.
Timestamps:
00:00 Gemini Argon launch reception
01:49 Model access and safety
06:20 The AI model race
08:35 Agentic breakthroughs and 2027
11:34 Recursive self-improvement
15:41 DeepMind leadership changes
19:52 Google's AI compute investments
25:20 Is AI spending sustainable?
33:18 How Sundar uses AI agents
35:35 Gemini's personal agent plans
38:37 How AI agents change the web
43:52 Google's space data centers
47:38 Waymo's expansion strategy
50:26 Wing's drone delivery plans
51:36 AI safety and regulation
55:58 Google's quantum computing bet
YouTube: youtu.be/fJBSNEFdm8c
Spotify: open.spotify.com/episode/0cJBqm…
Substack: sources.news/p/sundar-picha…
Apple Podcasts: podcasts.apple.com/us/podcast/sun…
This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
35/100·CLong+5
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meme10/24meme
Bitcoin is Digital Capital, and I believe that the future global financial system will increasingly be built on top of the Bitcoin network. That is a big statement, but I think we are beginning to see the early stages of what could become one of the most significant transformations in the history of finance.
I am certainly not alone in that belief. Over recent years, we have seen a significant change in how some of the world's largest financial institutions approach Bitcoin. Companies such as Fidelity, JPMorgan, BlackRock and TD are increasingly engaging with Bitcoin, whether through research, investment products or the development of financial services. All four of these established global names released updates relating to Bitcoin this week. TD, through its TD Cowen research division, has been doing some excellent work in this space, producing detailed research into Bitcoin treasury companies and the emerging Digital Credit market. TD Cowen has also been providing research coverage of Smarter Web for some time, and I think the depth of analysis being undertaken by institutions of this calibre is particularly encouraging. These are organisations with enormous influence across global capital markets, and I think their growing involvement is another indication of how far Bitcoin has developed.
Before turning to some of the highlights from this week, I wanted to spend a little time explaining how I see the Bitcoin financial ecosystem developing and why I believe it is so relevant to the future of Smarter Web. You may have heard the phrases Digital Capital, Digital Equity, Digital Credit and Digital Money, concepts that Michael Saylor, Executive Chairman of Strategy, has spent considerable time explaining. I think they provide an excellent framework for understanding how an entirely new financial system could develop around Bitcoin, with different layers designed to serve different purposes and different types of investors.
The starting point is Bitcoin itself. I believe Bitcoin is the best form of capital ever created. It is Digital Capital. Bitcoin has a number of properties that make it fundamentally different from traditional forms of capital. Its supply is limited to 21 million coins, its issuance is programmed to reduce approximately every four years, and it operates on a decentralised global network that is not controlled by any single government, company or individual. It can be transferred around the world, divided into extremely small units and independently verified. I believe these characteristics, combined with increasing adoption and absolute scarcity, give Bitcoin the potential to become an increasingly important store of value and foundation for the global financial system.
The next layer is Digital Equity. Companies such as Strategy and Smarter Web have chosen to build substantial Bitcoin treasuries. In our case, this is SWC, our Ordinary Shares. Digital Equity is different from simply owning Bitcoin because a company can use capital markets, financing and disciplined capital allocation to increase the Bitcoin value attributable to each share over time, whilst as growing an operating business. If management executes well, this creates the potential for Digital Equity to outperform Bitcoin itself. It also introduces additional risks, including amplification, where movements in the Bitcoin price can have a greater percentage impact on the underlying value attributable to Ordinary Shareholders. This works in both directions, and Digital Equity is not a proxy for Bitcoin and can be considerably more volatile than Bitcoin.
This brings us to Digital Credit, something that has become particularly relevant to Smarter Web following the recent launch of MORE Preferred Shares on the Main Market of the London Stock Exchange. Digital Credit is designed for a different type of investor, one who may be more interested in regular income and lower price volatility than the potential capital appreciation associated with Digital Equity. In our case, MORE has a cumulative variable-rate preferential dividend, currently set at 12% per annum (based on a £100 reference price) and payable weekly. It is supported by the same business and Bitcoin treasury as SWC but has different rights and a more senior position within our capital structure. The objective is to provide investors with an attractive income whilst giving Smarter Web access to another source of capital that can support our continued growth. Of course, lower volatility is an objective rather than a guarantee, and investors need to understand the different risks associated with each equity.
It was interesting to see TD Cowen launch its new Digital Credit Weekly research framework this week. The report looks at how different Bitcoin-backed credit instruments can be compared, including their dividend yields, position within a company's capital structure, Bitcoin asset coverage and ability to support ongoing payment obligations. Importantly, MORE is included alongside Digital Credit securities issued by Strategy and Strive, bringing Smarter Web into a comparative framework covering some of the leading companies developing this market. TD Cowen introduces two measures, BTC Rating and BTC Fixed Charge Coverage, designed to help investors better understand the Bitcoin backing these instruments and the obligations associated with them. I think this is an important development because, as Digital Credit becomes more established, investors will increasingly need consistent ways to evaluate and compare the different opportunities available. It is encouraging to see this level of independent institutional research emerging around the sector and particularly pleasing to see MORE included at such an early stage in its development.
The next concept is Digital Money, and this is where I think the potential scale of the opportunity becomes particularly interesting. Digital Money takes the concept of Digital Credit a stage further, combining income-generating Digital Credit instruments with cash or highly liquid cash equivalents to create products designed to maintain a relatively stable value whilst also generating income. The objective is to combine some of the characteristics people expect from money, including stability, liquidity and ease of transfer, with the potential to earn a return. These products could eventually exist as digital tokens, funds or accounts, allowing value to move more efficiently through the financial system. Importantly, Digital Money would not necessarily involve spending Bitcoin itself. Instead, it could use financial instruments ultimately supported by Bitcoin-backed capital structures to create something designed for everyday financial use. There are significant considerations around regulation, liquidity and risk management, and maintaining a stable value is not guaranteed, but I believe the opportunity could be enormous.
There are other concepts within this developing ecosystem, including Digital Yield, which generally involves seeking higher returns through additional financial structuring and risk. However, I think the main areas I have described demonstrate how different financial structures can be built around Bitcoin to meet different objectives. Bitcoin provides the underlying Digital Capital. Digital Equity gives investors exposure to companies seeking to accumulate and compound Bitcoin value. Digital Credit provides income-focused investment structures and an additional source of capital for those companies. Digital Money could then combine that income-generating capability with the stability and liquidity required for much wider use across the financial system.
What I find particularly exciting is that Smarter Web is already participating in the development of this ecosystem. We have built the UK's largest public company Bitcoin treasury, established SWC as our Digital Equity and recently launched MORE as our Digital Credit. We are still at a very early stage, particularly in the UK, but I believe the opportunity to continue developing these different forms of capital is significant. My ambition is to build a company that can grow, continue accumulating Bitcoin, grow the net Bitcoin value attributable to each fully diluted Ordinary Share and access different pools of capital in a way that strengthens the business over the long term. MORE is an important part of that strategy, and I believe we have only just begun to explore what it could become.
When I think about how this might develop, I often compare it with the internet and, more recently, artificial intelligence. Today, very few people would question the importance of the internet to the global economy, and we are increasingly seeing how AI is changing the way we live and work. Both technologies have created enormous opportunities, but there were periods when their long-term significance was not widely understood. I believe we could be living through a similar period with Bitcoin, as it develops from something many people still regard simply as an investment asset, or others see as a medium of exchange, into a foundation upon which an increasingly sophisticated financial system can be built.
Of course, none of this is guaranteed, and everyone has different financial circumstances, investment objectives and attitudes towards risk. I do not claim to know exactly how quickly this will develop or what the financial system will look like, with certainty, in ten or twenty years. However, I believe the direction of travel is becoming increasingly clear, and that Bitcoin has the potential to become considerably more important to the global financial system than it is today. In my view, it is worth taking the time to understand what is happening and considering what it could mean for your own future. Because if Bitcoin does become the foundation of a new global financial system, the implications will be extraordinary, and I think there is a very good chance that it will catch on.
For clarity, Smarter Web is an operating business with a Bitcoin treasury, not a regulated financial services firm. However, through SWC and MORE, we now have two distinct equities that I believe position us within this emerging financial ecosystem. Some of the concepts I have discussed, particularly around Digital Money, will require the involvement of regulated financial institutions and the development of products that comply with the different regulatory frameworks around the world. Our focus is on building a stronger operating business, growing our Bitcoin treasury and developing a capital structure that I believe can play an increasingly important role as this ecosystem evolves.
Turning to the week itself, on Monday Alex and Will launched some changes to the web design packages offered by our operating businesses. I have written many times about the importance of having operating businesses alongside our Bitcoin treasury, and this is another example of the work taking place across that side of Smarter Web. If you own a business or are responsible for online marketing, I encourage you to look at the web design services we offer. I think you might be surprised by the pricing, particularly when you consider the quality of the service and the peace of mind that comes from working with an established team. Our operating businesses serve more than 500 client websites, and I am keen to see us continue growing that number.
On Tuesday, we published our first weekly MORE dividend announcement, confirming the dividend and the important dates for shareholders. The dividend for the week ending Friday 23 October is £0.2301 per Preferred Share, based on the current annual Preferred Dividend Rate of 12%. The ex-dividend date is Thursday 22 October, the record date is Friday 23 October and the payment date is Monday 9 November. We intend to make this a regular Tuesday announcement so that MORE investors have clear visibility of the dates that matter to them. I think consistent communication is particularly important when introducing a new type of equity to the UK market, and we want to make it as straightforward as possible for investors to understand how MORE works.
Towards the end of Tuesday, I also recorded an X Spaces with Gary and the UK BTC Spotlight team. I really enjoyed the conversation. I have been fortunate enough to appear on quite a few podcasts and Spaces over the past 18 months, but relatively few have been hosted by UK-based Bitcoin communities. I always enjoy the opportunity to speak with people who are helping to grow awareness and understanding of Bitcoin in the UK. There is an enormous amount of education still to be done, particularly around Bitcoin treasury companies and the development of Digital Credit, and I think these conversations play an important role in reaching a wider audience.
On Wednesday, Tim Kotzman hosted the first Digital Credit Digital Conference, which I was pleased to speak at. It was another great opportunity to talk about MORE, why we have developed it and why I believe Digital Credit could become such an important part of the future of Smarter Web. There is a great deal of work to do in helping investors understand how preferred equity fits alongside traditional ordinary equity and Bitcoin treasury strategies. Building awareness, educating investors and demonstrating consistent execution will all be important if we are to develop MORE into the significant source of capital I believe it has the potential to become.
On Thursday, we published our latest ATM update, covering activity across both our Ordinary Shares and Preferred Shares facilities. We raised approximately £592,679 in gross proceeds. Our Ordinary Share price has not demonstrated as much strength as I would have liked, and that naturally affects the opportunities available to us through the ATM. However, I think our ATM partner has done a good job balancing the opportunity to raise some capital at what we consider a reasonable mNAV against the importance of not issuing too much equity at a valuation that is lower than I would ideally like. We want to maintain the flexibility to acquire more Bitcoin, but we also need to remain disciplined about the price at which we issue Ordinary Shares. Raising capital is not the objective in itself. Raising and allocating capital in a way that increases value for existing shareholders is what matters.
We also saw a small number of MORE Preferred Shares sold through the Preferred Shares ATM Facility at £100 per share. This is obviously a very small amount of activity at this stage, but I am pleased to see the facility beginning to operate. As is normal with a newly listed equity, it can take time for a market to develop, for liquidity to improve and for investors to become comfortable with the structure. My hope is that MORE will establish itself as an equity that trades around its £100 reference amount, although that is certainly not something we can guarantee. We need to continue developing awareness, attracting investors and demonstrating that we can manage the structure responsibly. I remain incredibly excited about what MORE could become, but I also recognise that building a successful market takes time.
Friday saw the third announcement of the week with a Bitcoin purchase for 20 Bitcoin taking to our treasury to 2,850 Bitcoin in total. This is an increase in our holdings of 3.75% in the last two weeks and a Bitcoin Yield of 2.41% quarter-to-date. We believe there is significant opportunity ahead this quarter to continue growing our Bitcoin treasury in an accretive and disciplined manner.
Finally, please do not forget that we will be hosting the UK Bitcoin Treasuries Conference again in May 2027. I thought this year's event was a great success, bringing together people from across the Bitcoin treasury industry, capital markets and the wider Bitcoin community. We want next year's event to be even better, and I am looking forward to welcoming everyone back. You can find details on our website, along with photos and videos from this year's conference. Early bird ticket prices increase at the end of October, so if you are interested in joining us next year, I would encourage you to visit our website and secure your ticket before the price increases.
As always, thank you to our shareholders and everyone who continues to support Smarter Web. We have made significant progress in developing our capital structure over recent months, but I believe there is an enormous amount more we can achieve. Our focus remains on strengthening our operating businesses, growing our Bitcoin treasury and building a company that can continue creating value for shareholders over the long term. There is plenty of work ahead of us, and I am looking forward to it.
LSE: #SWC #MORE | OTCQB: $TSWCF | FRA: $3M8
Retweeted by @saylor from @asjwebley
35/100·CLong+8
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meme10/24meme
What I did today working at @SkyMavisHQ.
Games Publishing: Two new teams (calls lined up for next week ) and one finalising their @Ronin_Network launch strategy. I've chatted to 15+ builders this week, and it continues to be one of the highlights of my day.
AI Workflows: Synced with @jaatster on a new AI content workflow. We're going to combine his workflow with mine to see if we can push even more output in new formats. Jaatsters AI empowered growth arc has been incredible to support, if you're passionate about using AI to it's fullest potential I'd recommend dropping him a follow.
RGP-1 is LIVE: If you want to help shape the network, you should be actively thinking about how you'd propose using the treasury, I value everyone who has already given feedback so far!
@AxieInfinity Mass Content Experiment: Final adjustments for week 2, applying the learnings from week 1. The focus is tailored content per platform (community feedback + data) testing new formats and doubling down on what's working.
Ronin Waypoint Sunsetting: More social amplification, plus yet another round of targeted messaging (push notification + email) to the users affected.
Ronin Indie Dev Showcase Ep2: Started reviewing the episode to see how we can apply more content leverage to support the games (and devs)...The video edits are in progress (a team member is cooking up some content.)
I'm trying to balance insights into my work day without oversharing, somethings should be executed first then talked about after.
Watch this space.
Retweeted by @Jihoz_Axie from @JaseTheWizard
35/100·CLong
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news10/24news
Look for the uncontested space, not the crowded one. Blue ocean / weekend thinking.
10/100·CNeutral
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📣 Horizen update 📣
TLDR: Horizen is changing. The Horizen L3 is winding down over the next two weeks.
Users should bridge their assets to Base at their soonest possible convenience, including unstaking and withdrawing any funds from ZEN staking on the Horizen chain. A new ZEN staking program will commence on Base soon.
Step-by-step migration guide: blog.horizen.io/changes-for-ho…
While L3 wind-down has quietly been in preliminary planning phases as part of ongoing roadmap development, migration is being accelerated due to upcoming Base network upgrades that will break compatibility with existing Base L3 chains on the OP (Optimism) stack.
Why this change? As the Horizen L3 on Base has been operational on mainnet for nearly one year, the most compelling projects being built on Horizen today use privacy technologies like zero-knowledge proofs and TEEs that do not require the operation of dedicated block space as an L3 blockchain settling to Base.
With the emergence of Vela as a TEE-based confidential execution environment for private onchain finance – Base will now be utilized as the primary chain for the Horizen ecosystem.
Applications currently in development by independent teams in the Horizen ecosystem will also make this transition. Additionally, we expect the pace of project development to increase in future quarters due to reduced architectural complexities with respect to bridging and cross-chain token mechanics.
As part of this wind-down and migration, ZEN staking on the Horizen L3 will come to an orderly but immediate conclusion. Expect more information in the coming days about ZEN staking on Base.
Horizen chain wind-down and migration will occur over approximately the next two weeks as Base upgrades to its Denim release, with breaking changes to OP-stack chains settling to Base. Please migrate all funds before November 4, 13:00 UTC.
ACTION REQUIRED: Move your assets off the Horizen L3 by November 4, 13:00 UTC
The Horizen L3 is shutting down.
Bridging from the L3 to Base closes at 13:00 UTC on Tuesday, November 4. If you hold ZEN, ETH or other assets on the L3, please move them to Base before that date and time.
What happens if I miss the date to bridge to Base?
Any ZEN or ETH still on the Horizen L3 after the bridge closes will be returned to you on Base by the Horizen DAO after funds are made recoverable. This process is expected to take several weeks. Withdrawing now is the fastest path to returning your assets to Base.
WHAT TO DO
1. If you are staking ZEN: Go to staking.horizen.io. Withdraw your stake first, then claim your rewards. Staking rewards on the L3 end on October 25; there is nothing to wait for.
2. Bridge your ZEN and USDC.e to Base: stargate.finance
3. Bridge your ETH to Base: Withdraw your ETH via the native bridge at bridge.horizen.io. Start this before November 4; the transaction will be finalized for you and completed on Base in approximately two weeks.
USDC.e is operated by Stargate, not Horizen, and is not covered by the DAO return; you must bridge USDC.e out before November 4.
If you need ETH on Horizen for gas to bridge out other assets, bridge a very small amount of ETH from Base to the Horizen L3 using the native bridge at bridge.horizen.io.
L3 gas costs a fraction of a cent, so bridge the minimum the bridge allows and no more; ETH left on the L3 below 0.001 ETH after network wind-down will not be returned.
If you are using a Safe multi-sig or any other vault or smart contract wallet on the L3 and are unable to withdraw assets before Nov 4, contact [email protected] to open coordination for a return of funds.
Bridging ZEN from Base to the Horizen L3 is already disabled. ETH deposits remain open only for users to bridge ETH to Horizen for gas to withdraw other assets.
IF YOU MISS THE DEADLINE
At 13:00 UTC on November 4, a snapshot of every balance and every staking position on the L3 will be taken. The Horizen DAO will recover funds and subsequently send each holder their ZEN, including unclaimed staking rewards, to the same address on Base, after a one-week public review of the snapshot. ETH balances above 0.001 ETH are returned the same way. The anticipated timeframe for return of funds is second half of November. If your Horizen L3 wallet address is a smart contract wallet that does not similarly exist on Base, please contact us at [email protected] before Nov 4 to open coordination for a return of funds.
WHY IS THIS HAPPENING SO QUICKLY?
Earlier this week, Base scheduled its “Denim” upgrade, which moves Base to 200-millisecond blocks, for November 5. OP Stack chains that settle to Base, including the Horizen L3, cannot follow that change: about 40 minutes after activation the L3 can no longer include user transactions, permanently. We identified this, confirmed it on the Base Sepolia testnet where Denim is already live, and our infrastructure provider has confirmed there is no fix. We set the bridging cutoff one day earlier than hard shutdown so that the snapshot is clean and nothing is in flight when the chain stops.
STAKING WILL CONTINUE ON BASE
We expect to redeploy ZEN staking on Base in the coming days. The program remains funded per ZenIP-42408, so staking will resume where ZEN already lives natively, on Base. Details will follow in separate posts to come. Unstaking your ZEN from the L3 today will position you for the start of staking on Base.
WHAT COMES NEXT
Base will become the home chain for the Horizen ecosystem. ZEN already lives on Base natively, and the work ahead – including a compliant privacy pool with staked ZEN-powered nodes and Vela for confidential compute – does not require its own blockspace. A proposed three-year roadmap will be presented to the Horizen DAO Special Council and the larger community for input and governance before execution.
KEY DATES (UTC)
Completed: Bridging ZEN from Base to the Horizen L3 is disabled
Now: Users begin to bridge all assets from Horizen to Base
Nov 4, 13:00: Horizen L3 to Base bridging closes; snapshot taken
Nov 5, 18:00: Base Denim activates; the L3 stops processing transactions
Nov 7 (approximated): snapshot published for review
Nov 15 (approximated) onward: DAO distributes remaining balances on Base
HAVE QUESTIONS?
Horizen Discord: horizen.io/invite/discord
SECURITY REMINDER
Trust Only Official Sources
Website: horizen.io
Discord: horizen.io/invite/discord
Telegram Community Group: t.me/horizencommuni…
X / Twitter: x.com/horizenglobal
Never Trust Unsolicited Help
Get help from the official team when you need support.
Horizen team will never DM you first.
We will never ask for private keys or seed phrases.
We will never ask you to send your funds to us.
If you need help, use our official Discord ticketing system.
72/100·B+Short+7
m
meme10/23meme
AI demand is a barbell, with the labs on one end and enterprise cost-cutting on the other. Amazon CEO Andy Jassy says the biggest market sits in the middle, and inference is still "an order of magnitude too expensive" to reach it.
"On one end of the barbell are the AI labs who are consuming gobs and gobs of compute, unlike anything I've seen. And then a few runaway apps, ChatGPT, Claude Code, things like that."
"On the other end of the barbell are enterprises who are largely using AI for cost avoidance and productivity, so automating customer service or fraud or business process automation."
"In the middle of the barbell are the current production workloads of enterprises, many of which are using AWS and using inference today, but I would say the overwhelming majority of which still aren't in any pervasive way."
"And that I think is gonna be the largest absolute segment of AI usage."
"The cost of inference has come down quite a bit in the last few years, but it's still an order of magnitude too expensive, in my opinion, for it to be used as pervasively as possible."
"If you're asking enterprises to rewrite their applications that use CPU today with AI accelerators... the amount of incremental benefit they have to get is a much higher bar to want to rewrite those apps. But if you can take the cost of inference down, that bar is much lower, and all applications are gonna be better and smarter and more capable."
@ajassy
Quoted @a16z: Five years into his run as CEO, Andy Jassy has nearly tripled the size of AWS, grown Amazon's revenue by about 80%, and expects to spend $220 billion this year to win AI. Amazon's AI business hit a $25 billion run rate in three years, growing several hundred times faster than early AWS.
Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the decisions behind that run, from rebuilding Amazon's fulfillment network after the pandemic to the AWS origin story.
They also cover why data centers became a political fight, Amazon's custom chips, its stakes in Anthropic and OpenAI, why inference needs to get 10x cheaper, AI's most underrated risk, and why every company will have to reinvent its products from scratch, plus Jassy's advice for anyone who's 18 today.
0:47 How Amazon has changed since 2021
1:51 How the pandemic reshaped retail
3:30 Why AI supercharged AWS's growth
5:20 When leadership principles clash
9:36 $60M vs. $25B: early AWS vs. early AI
13:20 How the AI CapEx cash cycle works
15:44 Why the US must build data centers
20:55 The labs-to-enterprise AI barbell
23:12 Demand vs. longtime AWS customers
28:11 Annapurna, Graviton, and Trainium
33:55 Backing Anthropic and OpenAI
37:15 Why AI means smaller teams
42:13 AI's underrated risk: security
46:29 Why Amazon rewired Alexa's brain
53:07 What Jassy tells his kids about AI
56:36 Betting on AI, robotics, and space
YouTube: https://t.co/zE8sSmmO6N
@ajassy @Amazon @bhorowitz @eriktorenberg
72/100·B+Long+7
m
meme10/23meme
Sundar Pichai's explanation for Demis Hassabis stepping back from running DeepMind and Jeff Dean leaving Google:
"You're seeing natural evolutions as people spend their time doing things for a while... I feel proud to have worked together with Jeff for a long time. Obviously, he was seminal in his contributions here, and we're excited to see what he does with Discovery Loop.
I would say you're going through a moment in the industry where frontier model development is an all-consuming thing. We've had broad AI research, AGI research, and so on, but frontier model development is all-consuming. It's moving, picking up pace, and it's a very scaled operation, all the way from data and compute to the algorithmic work you do, to managing the teams and your model agents. I think it's become an important job in its entirety.
Demis has obviously been thinking about this moment for a long time. He's particularly interested in both how you go through this frontier moment safely and how you apply it to solve other problems. The work he did with AlphaFold and what we are doing now with Isomorphic are examples of how you can apply AGI to solve other problems... I think he wants to spend more of his time on those things"
Quoted @alexeheath: Sundar Pichai on Gemini 4 and the AI compute crunch
Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI.
Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.
I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.
Timestamps:
00:00 Gemini Argon launch reception
01:49 Model access and safety
06:20 The AI model race
08:35 Agentic breakthroughs and 2027
11:34 Recursive self-improvement
15:41 DeepMind leadership changes
19:52 Google's AI compute investments
25:20 Is AI spending sustainable?
33:18 How Sundar uses AI agents
35:35 Gemini's personal agent plans
38:37 How AI agents change the web
43:52 Google's space data centers
47:38 Waymo's expansion strategy
50:26 Wing's drone delivery plans
51:36 AI safety and regulation
55:58 Google's quantum computing bet
YouTube: youtu.be/fJBSNEFdm8c
Spotify: open.spotify.com/episode/0cJBqm…
Substack: sources.news/p/sundar-picha…
Apple Podcasts: podcasts.apple.com/us/podcast/sun…
This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
25/100·CNeutral+6
m
meme10/23meme
Amazon CEO Andy Jassy on what AI means for the future of organizations: smaller teams, new jobs, and the ability to invent "much more expansively and much more quickly."
"I started at the company 29 years ago. I started as an assistant product manager, and I was the product manager for, I don't know, five products."
"When companies get successful and they get bigger... everybody becomes more specialized, and everybody accepts that that's the way you have to do business if you're building something big and successful, and it's not."
"And it's definitely not when you look at what's happening with AI."
"I think what it means for the future of organizations is, number one, we're gonna have fewer humans doing the work that they're doing today... You're not gonna have no people, but you're not gonna have as many humans as we've all thrown at scale as businesses have gotten bigger."
"There are gonna be different jobs and new jobs, some of which we know about, some of which we don't know about, that will arise as AI and robotics and space develop."
"I think you're gonna have smaller teams that have people who can work cross-functionally. They don't only own one sliver because the models are gonna be able to get them 80% of the way there... I think that every team will start at a much more advanced stage than we have in the past."
@ajassy
Quoted @a16z: Five years into his run as CEO, Andy Jassy has nearly tripled the size of AWS, grown Amazon's revenue by about 80%, and expects to spend $220 billion this year to win AI. Amazon's AI business hit a $25 billion run rate in three years, growing several hundred times faster than early AWS.
Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the decisions behind that run, from rebuilding Amazon's fulfillment network after the pandemic to the AWS origin story.
They also cover why data centers became a political fight, Amazon's custom chips, its stakes in Anthropic and OpenAI, why inference needs to get 10x cheaper, AI's most underrated risk, and why every company will have to reinvent its products from scratch, plus Jassy's advice for anyone who's 18 today.
0:47 How Amazon has changed since 2021
1:51 How the pandemic reshaped retail
3:30 Why AI supercharged AWS's growth
5:20 When leadership principles clash
9:36 $60M vs. $25B: early AWS vs. early AI
13:20 How the AI CapEx cash cycle works
15:44 Why the US must build data centers
20:55 The labs-to-enterprise AI barbell
23:12 Demand vs. longtime AWS customers
28:11 Annapurna, Graviton, and Trainium
33:55 Backing Anthropic and OpenAI
37:15 Why AI means smaller teams
42:13 AI's underrated risk: security
46:29 Why Amazon rewired Alexa's brain
53:07 What Jassy tells his kids about AI
56:36 Betting on AI, robotics, and space
YouTube: https://t.co/zE8sSmmO6N
@ajassy @Amazon @bhorowitz @eriktorenberg
25/100·CNeutral+4
t
twitter10/23meme
Another one
I just won $150 in @WalrusProtocol Session 8.
Still sitting with it. Grateful as hell.
Thank you to the Walrus team for running this, for building memory that actually lives outside one chat window, and for picking Anchor. Means a lot.
Most chatbots forget you the second the conversation ends.
You tell them your goals, the excuses you always make, what actually works for you. Next time you open the chat? Blank slate. “How can I help you today?”
I got tired of that. So I built Anchor a Telegram bot that holds you to your word and actually remembers you.
Here’s how it works in real life:
You make a promise.
“I’ll send my CV to 2 companies by 6pm today.”
Anchor stores it as encrypted memory on Walrus, in a space that belongs to you. Not just the promise,your habits, what distracts you, what helps you, when you focus best.
Then it checks in on *you*.
At 7pm it messages first: “Did you do it?”
One tap: ✅ Did it · 🟡 Partly · ❌ Didn’t · 📅 Move it
Then it asks what helped or what got in the way.
Over a few days it starts spotting your patterns.
“You always skip when you stay up late on your phone.”
“You actually go when your friend comes with you.”
And it uses those truths the next time you try to plan.
Same AI. One version remembers you. One doesn’t.
Without memory:
“What’s your deadline?”
With Walrus Memory:
“Great job getting that clock build submitted this morning. Since you focus best in the morning, let’s lock in a concrete plan.”
You’re always in control:
/memory — everything it knows about you
/why — which memories shaped the last reply
/compare — answer with memory vs without
/forget — make it drop something
Built with Gemini + Walrus Memory for Session 8.
Free. No sign-up. No wallet needed.
There’s one thing you’ve been putting off.
You already know what it is.
Open Telegram. Tell Anchor.
https://t.co/Maf6F53iFA
It will remember.
And it will check on you.
Live stats: https://t.co/W4aJ6rHcdH
Thank you again, @WalrusProtocol
This one felt real.
Retweeted by @WalrusProtocol from @RaphElevator
15/100·CNeutral+6
n
news10/23news
RWA Tokenization in 2026: Tokenized Stocks Drive the Next Phase
Real-world asset (RWA) tokenization puts traditional financial assets onto blockchain rails. This enables ownership records and settlement to happen onchain.
Distributing these assets on a blockchain naturally speeds up settlement and cuts down on fees. The built-in transparency also takes a lot of the headache out of routine audits and reconciliation.
What matters most is composability. In the traditional financial system, moving assets requires passing through a maze of various custodians and settlement systems. But in an onchain ecosystem, everything is interconnected and assets can flow with barely any friction. Asset owners can leverage a single shared network to hold, trade, or borrow against their assets.
Tokenization does more than recreate traditional assets in a new format. It creates a potential bridge between traditional finance and onchain markets.
That proposition has translated into rapid growth. Excluding stablecoins, total onchain RWA value rose from $10.2 billion at the start of 2025 to a peak of $39.3 billion in September 2026, nearly quadrupling in less than two years.
However, this growth has been uneven across RWA categories. Government debt remains the biggest chunk of the market, with private credit picking up steam.
Stock Tokenization
More recently, tokenized stocks have emerged as one of the fastest-growing segments. Their onchain value rose from $678 million at the start of 2026 to $3.15 billion by September, representing more than fourfold growth in less than nine months.
This suggests that tokenization is expanding beyond yield-bearing assets into higher-risk, market-sensitive assets.
The more striking change is in distribution. The number of tokenized stock holders reached 3.77 million by September. Tokenized public equities now make up about 82% of all RWA holders.
The gap between stocks’ share of onchain value and their disproportionately large holder base suggests that tokenized equities are reaching a much broader set of retail participants.
This distribution shift has coincided with crypto-native platforms pushing deeper into equities. By leveraging their existing distribution channels toward crypto-native audiences, these platforms can place their new products in front of users who already hold high-risk digital assets and are accustomed to trading through crypto apps.
That reach has started to extend onshore. In September, the SEC introduced a temporary five-year "Innovation Exemption" that allows qualifying venues to facilitate trading of tokenized US-listed stocks without being treated as exchanges under the Exchange Act. This clears the path for tokenized equities trading inside the same regulatory perimeter as their traditional counterparts.
Binance's Tokenization Stack
Binance launched bStocks on June 11, 2026. bStocks are tokenized securities backed 1:1 by underlying U.S. shares held with a regulated custodian. They represent an interest in the underlying securities rather than direct ownership of the shares.
Despite entering the market in June, bStocks have already scaled quickly. By September, their onchain value had reached $772 million, equivalent to roughly a quarter of the total onchain value for tokenized stocks. With those numbers, bStocks parked itself right behind Ondo ($881 million) and comfortably eclipsed Kraken's xStocks ($574 million).
Trading activity has been even larger than the outstanding value suggests. bStocks has generated about $35.8 billion in cumulative trading volume, with roughly 70% of it taking place onchain.
On September 21, Binance expanded bStocks collateral eligibility to all eligible margin accounts, thereby letting users utilize tokenized equities as collateral, further boosting its utility. This is complemented by Binance’s equity perpetuals, allowing users to run equity basis trading strategies on the same venue.
Beyond bStocks, Binance also gives eligible users indirect exposure to private companies or related assets before a public listing through its Pre-Access campaigns.
Taken together, Binance's approach is less about a single product for tokenization than about building multiple distribution paths around the same asset class.
How Crypto Platforms Could Expand Tokenized Stock Adoption
What separates Binance from the other issuers is not a single product but the size of the funnel behind it. Binance can reach an audience that already trades, already holds digital assets, and already trusts the platform's custody, then augments that base with tokenized stocks and similar products.
An established platform moves the needle on tokenization much faster than traditional, ground-up distribution. From the main exchange, tokenized assets can easily flow into DeFi users through Binance Wallet and BNB Chain, which eliminates the need to construct new distribution channels.
bStocks managed to close the user adoption gap in just three months despite entering the tokenization space late. As the volume of tokenized assets keeps rising, bStocks is perfectly set up to absorb that new demand by leveraging Binance’s built-in distribution network.
35/100·CLong+10
n
news10/23news
Intel CTO explains why Intel is helping Elon Musk build Terafab, and what a new fab needs besides tools
DWARKESH: “I think it’ll be interesting to discuss the partnership you guys have with Elon on Terafab. What’s going on there?”
PUSHKAR RANADE (CTO): “Well, I think Elon’s publicly talked about his desire to build a fab.”
[Musk clip spliced in]: “We either build the Terafab or we don’t have the chips. And we need the chips, so we’re going to build the Terafab.”
RANADE: “Sort of the same thinking. I think he’s seeing just an enormous increase in demand for silicon, for compute and for memory. And I think he came to the conclusion that his own businesses are going to require a lot of silicon. And so he thought maybe he should just do it all on his own. Unlike building a car, for example, this is such an intricate and complicated process. We thought we could work together to help accelerate his bringing up his fab.”
DWARKESH: “But because of the bottleneck at the tool level, it seems like the net amount of silicon in the world won’t increase. It’s just that maybe if somebody were to start a new fab, they would get access to guaranteed supply in a way that they wouldn’t have if they’re working with another person’s foundry.”
RANADE: “It’s actually not just tools. I mean, a fab does require a lot of power, a lot of water, a lot of consumables. There’s many other input variables as well.”
DWARKESH: “But those can be scaled in the way that tools cannot.”
RANADE: “Yea. Some more than others, but yes. In one sense, yes, we need a lot more equipment. But it is true, we also need a lot more just raw fab space, raw clean room capacity.”
72/100·B+Long+10
m
meme10/23meme
MiniMax M3.1 Flash (aka Space Bunny) from @MiniMax_AI is live on Modular Cloud, day zero.
M3.1 Flash is best in cowork automation among open models, with SOTA-level coding and engineering performance. It can ship a fix in a real codebase, then update Jira and Slack afterwards.
We worked with the MiniMax team ahead of launch, so M3.1 Flash is already serving production traffic on Modular Cloud. Evaluating it for your stack? Try it now: https://t.co/rNflcO5Qoq
Retweeted by @MiniMax_AI from @Modular
35/100·CLong+1
m
meme10/23meme
MiniMax M3.1 Flash weights are now public. 428B parameters total, 23B activated per token.
Agentic performance: A generational leap in agentic tasks, coding, and cybersecurity — 76.2 on BankerToolBench, 73.7% on DeepSWE v1.1, 61.7 on OSWorld V2, 29.6 on Agents' Last Exam, and 82.2 on CyberGym.
Efficient by design: MiniMax Sparse Attention and DSpark speculative decoding improve inference efficiency.
Hugging Face:
huggingface.co/MiniMaxAI/Mini… ModelScope: modelscope.cn/models/MiniMax…
API: platform.minimax.io
M Plan: minimax.io/m-planMiniMax
MCode for desktop: agent.minimax.io/download
Quoted @MiniMax_AI: MiniMax M3.1 Flash: Space Performance + Bunny Speed
🚀🐰 Yes, Space Bunny - which has topped global leaderboards with 200T+ tokens - was an earlier version of M3.1 Flash.
💰Redefining the performance economics of agentic AI. M3.1 Flash achieves frontier-level intelligence across key tasks such as Cowork (Automation-Bench: 62%; ALE: 30%), Coding (DeepSWE: 74%) and Visual Reasoning (BabyVision: 91%), at 1/3 the cost of M3 and 3x the speed.
API pricing (flat rate): $0.15 / $0.60 per 1M input/output tokens, with cache reads at $0.015 / 1M tokens.
Model weights will arrive on Oct 23.
API: platform.minimax.io
M Plan: minimax.io/m-plan
MiniMax Code for desktop: agent.minimax.io/download
72/100·B+Long
m
meme10/22meme
I asked Google CEO Pichai what happened to the missing Gemini 3.5 Pro model that never shipped.
He gave me an interesting window into the hard decisions big labs have to make in model development:
"While training the 3.5 series, we had Flash and Pro, which we were working on. An area we internalized through the middle of this year was that there were gaps in agentic capabilities, particularly around coding...
We wanted to definitely hill climb there, and the team felt the fastest way to do so was using Flash. It's a smaller model and more efficient, so you can really get a lot more iterative loops there. That's what led to 3.5, 3.6, 3.7, and 3.8 Flash.
By the time we got that done, we had a chance to apply it to Pro, but Argon pre-training was done."
Quoted @alexeheath: Sundar Pichai on Gemini 4 and the AI compute crunch
Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI.
Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.
I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.
Timestamps:
00:00 Gemini Argon launch reception
01:49 Model access and safety
06:20 The AI model race
08:35 Agentic breakthroughs and 2027
11:34 Recursive self-improvement
15:41 DeepMind leadership changes
19:52 Google's AI compute investments
25:20 Is AI spending sustainable?
33:18 How Sundar uses AI agents
35:35 Gemini's personal agent plans
38:37 How AI agents change the web
43:52 Google's space data centers
47:38 Waymo's expansion strategy
50:26 Wing's drone delivery plans
51:36 AI safety and regulation
55:58 Google's quantum computing bet
YouTube: youtu.be/fJBSNEFdm8c
Spotify: open.spotify.com/episode/0cJBqm…
Substack: sources.news/p/sundar-picha…
Apple Podcasts: podcasts.apple.com/us/podcast/sun…
This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.(Historical earnings: For fiscal 2026Q2 (period ended 2026-03-28), Apple reported basic EPS of 4.87, diluted EPS of 4.85, and net income of USD 71.675 billion, compared with basic EPS of 4.06, diluted EPS of 4.05, and net income of USD 61.110 billion in the prior-year period. In 2026Q1 (period ended 2025-12-27), basic EPS were 2.85, diluted EPS 2.84, and net income USD 42.097 billion.
Consensus expectations: For the upcoming 2026Q4 report, consensus expects EPS of 2 and revenue of USD 115.331 billion.)