opinions are strictly mine head of product @renzofinance
Sardegna
Joined August 2024
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what's smart contract risk when you're up against existential risk
BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT.
FULL SUMMARY OF ANTHROPIC'S S-1 FILING:
1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion
2. Anthropic says it does not expect to pay a dividend "in the foreseeable future"
3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute
4. Expects to spend up to $114.5 billion with Google through 2033
5. Revenue growth rate "may not be sustainable" and "may decrease"
6. May be required to seek additional financing "sooner than expected"
7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund"
8. S-1 includes warnings of AI's "catastrophic existential risks to humanity"
Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion.
The company is reportedly targeting an IPO in the week of November 16th.
Aleks retweeted
A message to all sane Republicans: He pardoned 1,600 violent criminals. You said nothing. He bulldozed the East Wing. You said nothing. He interfered with the release of the Epstein files. You said nothing. He took over the Kennedy Center and renamed it after himself. You said nothing. He accepted a $400 million airplane as a personal gift. You said nothing. He threatened Canada, Cuba, Denmark, Greenland, Venezuela, Colombia, and Brazil. You said nothing. He tariffed just about everyone but Russia, causing inflation and instability worldwide. You said nothing. He attacked a nation during mediated negotiations. You said nothing. His ill-conceived war killed 175 children on day one. You said nothing. He alienated and insulted our allies. You said nothing. His ICE Army terrorized and murdered U.S. citizens. You said nothing. He committed murder on the high seas. You said nothing. He co-opted the Justice Department and directed it to prosecute his political enemies. You said nothing. It's time to start talking!!!
It's long overdue!!!!
50%
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
Tokenized equity basis 🧘♂️
Tokenized equities are breaking records, and we are still early.
The total market cap of onchain tokenized stocks is now up to a record $3.5 billion.
That marks another +33% increase in this month and +860% growth year-over-year.
Growth has accelerated after the SEC's recent Innovation Exemption was announced.
This grants onchain platforms a 5-year "sandbox period" to legally trade tokenized versions of real US stocks.
As a result, Jupiter, the largest onchain platform which is leading the push into tokenized assets, has seen a +104% surge in tokenized equity trading volume this month.
The push toward tokenization is in full-swing.
Aleks retweeted
Renzo Basis is unique. It's not a pool and there's no receipt token.
A pool takes your deposit, mixes it with everyone else's and hands you a token. An operator takes asset control.
Renzo Basis opens the trade in your own Hyperliquid account. You own the trade, not a token.
boost it baby
Renzo Basis Boost is live and spots are filling up! Open your first position and earn a USDC bonus paid directly to your @HyperliquidX address.
Deposit now 👉 app.renzofinance.com
112 pomocy! prosze przyjechac i wygasic dron
🇵🇱🇺🇸
Nad jedną z najważniejszych instalacji wojskowych w Polsce, chroniącą element amerykańskiej tarczy przeciwrakietowej, pojawił się nieuprawniony dron. Jak ustalił Onet, zamiast jego neutralizacji lub zestrzelenia, wojsko uruchomiło procedury, w ramach których oficer dyżurna z jednostki zadzwoniła m.in. na numer alarmowy 112.
Źródło: @OnetWiadomosci
to all the farmers out there
Basis Boost is now live 🟢
Open a position on Renzo Basis and get a USDC bonus. Three tiers, all with their own rewards. $1K+ deposit minimum, 3 week hold required:
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Aleks retweeted
I am done with this shit. It is over. The state of engineering right now is horrible. It has been half a month since I started a new role at a big company. Nobody knows anything here. The specs, code, tests, PRDs, tickets, resolution of those tickets, reports, etc., everything is made by Claude Code. Nobody on my team likes this. They are being forced to ship as much as they can. I have heard multiple times from higher management that pushing code is not a bottleneck, so why are we slow? People are working 12 to 13 hours a day just to press enter. Nobody is reading anything. Humans in corporate are doing nothing on their own. Everyone, literally everyone, from an L1 to an L7 engineer here is doing the same thing. Talk to Claude. There is no sense of victory. Nobody is resolving bugs. In reality, nobody is thinking anymore. Everything is done by LLMs. It is so soul-sucking. I would not mind it, to be honest, if we were at least given the time to check out the code and see what is going where. But no, the goal is to just ship. No matter what happens.
a wise man!
One of the most asymmetrical bets for me in 2026 is going to be @RenzoAI after their recent rebrand
A big thesis will be shared next week which I'm excited about, stay tuned
ethereum:0x3b50805453023a91a8bf641e279401a0b23fa6f9
