💧What happend to Walrus? For anyone who hasn’t caught up with what’s been happening at Walrus, I intervewed @kimblgn at Sui Basecamp 2026 in Singapore. 1️⃣Move to AI First, they’ve shifted their focus to becoming a data layer for AI and brought Kimberly Logan onto the Walrus Product Team to help drive that vision. 2️⃣Google Cloud Collaboration Second, they’re working with Google Cloud to serve as an Arbiter, providing proof for the data AI leaves behind. Walrus will be there to help us get work done with AI we can trust. 3️⃣ Walrus Memory Third, Walrus Memory lets you switch between models and pick up right where you left off. You can bring the background and context of your work with AI across different models while keeping your privacy intact. 4️⃣ Walrus for all AI Agents Fourth, this is infrastructure that every AI needs. Starting with Google Cloud, Walrus could eventually have a role to play for every AI agent. As for the growth that could follow... I’ll leave that to your imagination. It was an great to get an early look at Walrus’s new direction and progress at Sui Basecamp. If I’d been a little faster with the video editing, this interview could have been alpha! A bit of a missed opportunity there.(Historical earnings: For fiscal 2026FY (period ended 2026-09-03), Micron reported basic EPS of 75.38, diluted EPS of 74.33, net income of USD 84.969 billion, and revenue of USD 133.188 billion. Consensus expectations: For the upcoming 2026Q4 event on 2026-09-30, consensus EPS is 32.5625; revenue estimate is unavailable.)