• AI tools can compress large amounts of research and analysis work that previously required multi-person teams into a single analyst’s 24-hour output.
• Salesforce’s economic value may fall even if it remains a system of record because AI reduces the value of many features that justify current pricing.
• If BitGo trades down (e.g., below $1B), it could become an acquisition target for legacy financial institutions seeking crypto custody capabilities.

• FastRender can render real websites without a working JavaScript engine, but pages are somewhat slow to display in that mode.
• At peak stability, the system ran about 2,000 agents concurrently for roughly a week and produced thousands of commits per hour, totaling nearly 30,000 commits.
• Most commits did not produce merge conflicts despite many agents working on the same repository because the harness decomposed tasks to minimize overlapping code changes.

• Theia Vogel used ChatGPT to summarize books on state formation, and the summary suggested circumscription theory as a relevant lens.
• A token allocation model was changed from demand-based distribution to a fixed initial allocation per town.
• The quoted material is attributed to Theia Vogel and is labeled as 'Gas Town fan fiction'.

• Pendle identified OTC-style matchmaking as an important go-to-market strategy for Boros and reported roughly $200M+ open interest and $50M–$100M daily trading volume, facilitating large trades by matching counterparties to settle on Boros.
• Pendle plans to allocate 80% of relevant protocol revenue to buyback-and-distribute and 20% for expenses and ecosystem growth, consistent with its prior vePENDLE fee split.
• Pendle observed that boosted yield from vePENDLE has become less important because organic demand and trading activity now often drive pool APY without needing boosts.

• In 2024, the team aimed to solve IMO using Gemini as an end-to-end text-in/text-out model without relying on a separate AlphaProof system.
• DSI began as a retrieval project that reframed retrieval as predicting document identifiers directly, initially using T5 in a pre-LLM era.
• Frontier model work emphasis has shifted from architectures and pretraining toward RL for reasoning, with RL viewed as a main modern modeling tool.

• Metals have surged even as US 5-year breakevens lag, creating a key watch: whether inflation expectations catch up to metals or metals mean-revert toward breakevens.
• Bank of America's fund manager survey shows commodity allocations are the most overweight since the 2021–2022 inflation period.
• The market is experiencing extreme sector dispersion, with software being hit while metals surge and mega-cap tech remains lackluster.

• Pendle has identified OTC-style matchmaking as an important go-to-market strategy for Boros and reports roughly $200M+ open interest and $50M–$100M daily trading volume while facilitating large trades by matching counterparties to settle on Boros.
• Pendle V2 usage is becoming more institutional, with funds roughly in the $30M to $500M AUM range participating, and PT is described as more appealing to bigger funds while YT is more attractive to sophisticated retail/speculators.
• Pendle found that bribing and liquid locker dynamics caused over 50% of weekly emissions to flow to the bottom 10% of fee-generating pools, which it views as inefficient emissions usage.