The future won’t wait for you.

@TFTC21

A Homeland Security agent in St. Paul sent YouTube a subpoena on April 3 for the accounts of six news outlets and journalists, including Don Lemon, Georgia Fort and Megyn Kelly. A Google spokesperson says Google did not comply.

@TFTC21

US water use per year: Data centers: ~17 billion gallons Golf courses: ~500 billion gallons Farm irrigation: ~27 trillion gallons

@TFTC21

Claroc says 35,578 of 37,571 live apps built with SpaceXSI's Grok Build opened for anyone on the internet, no sign-in. That includes 24 built by SpaceXSI and X staff. How did anyone find them? • Every published app gets its own web address, with a random string as the "secret" • Passive DNS services log those hostnames, so the links can be found there • The 24 staff apps held a confidential sales onboarding plan, a territory map covering 594 accounts and advertising proposals • Claroc says the publish screen in its paid account preselected "Anyone with the link" • Claroc says ChatGPT's builder kept new apps on "Only me" until it changed the setting • SpaceXSI pulled its 24 apps after Ars Technica asked A Cursor representative told Ars that apps are private by default and nothing goes public unless the creator chooses to share it. Claroc says its tests show otherwise. Shared chats from Claude, ChatGPT and Gemini keep the secret in the URL path, so DNS never sees it. If the company's own sales plans ended up in the same open pile as everyone else's, what chance does a regular user have?

@TFTC21

If other index providers follow MSCI, JPMorgan's November 2025 estimate puts the forced selling in Strategy stock at $8.8 billion in total, not the $2.8 billion from MSCI alone. MSCI's final list is due today, and any removal takes effect after the close on November 30.

@TFTC21

Trump still wants the US government to buy bitcoin, says Patrick Witt, the former White House crypto adviser. The catch is that the Strategic Bitcoin Reserve was set up by executive order, funded mainly by forfeited coins, and that order doesn't allow open-market buying.

@TFTC21

Deutsche Bank's digital asset custody service has launched, Reuters reports, starting with bitcoin, ether and the stablecoins USDC, EURC and EURAU. It's for institutions and corporate clients only, no retail. Germany comes first, Asia is planned for 2027.

@TFTC21

JPMorgan analysts estimated in 2025 that if MSCI removes Strategy from its indexes, passive funds would have to sell about $2.8 billion of MSTR stock. It's the shares that get dumped, not the bitcoin. Strategy would not be forced to sell a single one.

@TFTC21

Anthropic told IPO investors its Mythos model got Claude running on AMD GPUs in 3 days with "basically no human intervention." Bringing up a new chip used to take "dozens of engineers months of work." Claude ported or wrote "almost 100% of the kernels."

@TFTC21

A federal appeals court just called the DOJ's secret LinkedIn order for journalists' data "substantially overbroad." Fewer than 5% of their articles appear tied to the leak, so why ask for everything? • The order covered 18 months of the journalists' communications metadata • They published nearly 1,000 articles in that window • The metadata would identify every user, and so every confidential source, they corresponded with on LinkedIn about those stories • LinkedIn was barred from telling affected users for at least a year, which the court said poses an "obvious" risk to the journalists' First Amendment interests • The panel was unanimous, with Judge J. Harvie Wilkinson III writing, and faulted the district judge for giving "blanket approval to the government's broad request" It is not a clean win. The court rejected LinkedIn's request to quash the order and sent it back so the district court can narrow it, so some version of the order survives. A platform that holds your messages can be ordered to hand over who you talked to, and be gagged from telling you. Worth remembering the next time a company says it takes your privacy seriously.

@TFTC21

Bitcoin Core disclosed three bugs today, all fixed in releases that shipped over a year ago. The worst, rated High, could leave a mining node unable to build blocks after a reorg until it was restarted. Still running anything older than 29.2 or 30.0? Be aware.

@TFTC21

Analysts expected a ¥129 billion profit from SoftBank. It lost ¥1.12 trillion, roughly $7 billion, its first net loss in almost two years. So where did the money go, and who else is exposed? • A writedown of about $3.7 billion (roughly ¥600 billion) tied to power equipment for its US AI data centers, including the 8-gigawatt Ohio project, with nonrefundable advance payments to equipment makers part of it • The value of its Intel holding fell and financing costs rose • Shares dropped as much as 11% in Tokyo, to a low of ¥3,465 • GE Vernova and Bloom Energy shares fell Tuesday on the news • The same quarter a year earlier was a profit of about $16 billion Bloomberg reports the CFO, Yoshimitsu Goto, says there are no plans to downsize the Ohio project, but SoftBank is doing a "thorough reassessment" that includes its procurement strategy. Nonrefundable deposits are a bet that the buildout goes exactly to plan, and SoftBank just paid to find out it doesn't always. The dip in GE Vernova and Bloom Energy shows the market is watching demand for this equipment. With financing costs rising too, we should all be watching how this AI spending is being funded.

@TFTC21

"But the timing of the release of this is just obviously like very, very notable, like right after midterms." @JohnArnoldTen31 on why the Jensen Huang spy story timing is no coincidence.

@TFTC21

A Homeland Security agent in St. Paul sent YouTube a subpoena on April 3 for the accounts of six news outlets and journalists, including Don Lemon, Georgia Fort and Megyn Kelly. A Google spokesperson says Google did not comply.

@TFTC21

US water use per year: Data centers: ~17 billion gallons Golf courses: ~500 billion gallons Farm irrigation: ~27 trillion gallons

@TFTC21

Claroc says 35,578 of 37,571 live apps built with SpaceXSI's Grok Build opened for anyone on the internet, no sign-in. That includes 24 built by SpaceXSI and X staff. How did anyone find them? • Every published app gets its own web address, with a random string as the "secret" • Passive DNS services log those hostnames, so the links can be found there • The 24 staff apps held a confidential sales onboarding plan, a territory map covering 594 accounts and advertising proposals • Claroc says the publish screen in its paid account preselected "Anyone with the link" • Claroc says ChatGPT's builder kept new apps on "Only me" until it changed the setting • SpaceXSI pulled its 24 apps after Ars Technica asked A Cursor representative told Ars that apps are private by default and nothing goes public unless the creator chooses to share it. Claroc says its tests show otherwise. Shared chats from Claude, ChatGPT and Gemini keep the secret in the URL path, so DNS never sees it. If the company's own sales plans ended up in the same open pile as everyone else's, what chance does a regular user have?

@TFTC21

If other index providers follow MSCI, JPMorgan's November 2025 estimate puts the forced selling in Strategy stock at $8.8 billion in total, not the $2.8 billion from MSCI alone. MSCI's final list is due today, and any removal takes effect after the close on November 30.

@TFTC21

Trump still wants the US government to buy bitcoin, says Patrick Witt, the former White House crypto adviser. The catch is that the Strategic Bitcoin Reserve was set up by executive order, funded mainly by forfeited coins, and that order doesn't allow open-market buying.

@TFTC21

Deutsche Bank's digital asset custody service has launched, Reuters reports, starting with bitcoin, ether and the stablecoins USDC, EURC and EURAU. It's for institutions and corporate clients only, no retail. Germany comes first, Asia is planned for 2027.

@TFTC21

JPMorgan analysts estimated in 2025 that if MSCI removes Strategy from its indexes, passive funds would have to sell about $2.8 billion of MSTR stock. It's the shares that get dumped, not the bitcoin. Strategy would not be forced to sell a single one.

@TFTC21

Anthropic told IPO investors its Mythos model got Claude running on AMD GPUs in 3 days with "basically no human intervention." Bringing up a new chip used to take "dozens of engineers months of work." Claude ported or wrote "almost 100% of the kernels."

@TFTC21

A federal appeals court just called the DOJ's secret LinkedIn order for journalists' data "substantially overbroad." Fewer than 5% of their articles appear tied to the leak, so why ask for everything? • The order covered 18 months of the journalists' communications metadata • They published nearly 1,000 articles in that window • The metadata would identify every user, and so every confidential source, they corresponded with on LinkedIn about those stories • LinkedIn was barred from telling affected users for at least a year, which the court said poses an "obvious" risk to the journalists' First Amendment interests • The panel was unanimous, with Judge J. Harvie Wilkinson III writing, and faulted the district judge for giving "blanket approval to the government's broad request" It is not a clean win. The court rejected LinkedIn's request to quash the order and sent it back so the district court can narrow it, so some version of the order survives. A platform that holds your messages can be ordered to hand over who you talked to, and be gagged from telling you. Worth remembering the next time a company says it takes your privacy seriously.

@TFTC21

Bitcoin Core disclosed three bugs today, all fixed in releases that shipped over a year ago. The worst, rated High, could leave a mining node unable to build blocks after a reorg until it was restarted. Still running anything older than 29.2 or 30.0? Be aware.

@TFTC21

Analysts expected a ¥129 billion profit from SoftBank. It lost ¥1.12 trillion, roughly $7 billion, its first net loss in almost two years. So where did the money go, and who else is exposed? • A writedown of about $3.7 billion (roughly ¥600 billion) tied to power equipment for its US AI data centers, including the 8-gigawatt Ohio project, with nonrefundable advance payments to equipment makers part of it • The value of its Intel holding fell and financing costs rose • Shares dropped as much as 11% in Tokyo, to a low of ¥3,465 • GE Vernova and Bloom Energy shares fell Tuesday on the news • The same quarter a year earlier was a profit of about $16 billion Bloomberg reports the CFO, Yoshimitsu Goto, says there are no plans to downsize the Ohio project, but SoftBank is doing a "thorough reassessment" that includes its procurement strategy. Nonrefundable deposits are a bet that the buildout goes exactly to plan, and SoftBank just paid to find out it doesn't always. The dip in GE Vernova and Bloom Energy shows the market is watching demand for this equipment. With financing costs rising too, we should all be watching how this AI spending is being funded.

@TFTC21

"But the timing of the release of this is just obviously like very, very notable, like right after midterms." @JohnArnoldTen31 on why the Jensen Huang spy story timing is no coincidence.