The future won’t wait for you.

@TFTC21

"Bessent wants the FIMA repo facility upsized. He's no longer dealing with a recalcitrant Fed. He's dealing with his boy Kevin Warsh." @MartyBent and @JohnArnoldTen31 on the evolving Fed-Treasury relationship.

@TFTC21

Flock revoked a ticketed journalist's access to their Flock Forward conference and then contacted the hotel to cancel his personal room reservation on his behalf.

@TFTC21

"2024 is 'Dear God, we need somebody to fix it and all we have is Donald Trump. Get in there and fix it.' A wartime leader has to have laser-focused strategic vision. Trump has just objectively not been doing that." @MartyBent and @honestpollster on the squandered mandate. x.com/TFTC21/status/…

@TFTC21

Anthropic's annualized revenue hit $65 billion by the end of July, more than 7x its run rate at the end of 2025. Q2 revenue came in above $11.5 billion, up from $787 million in the same quarter last year and $4.73 billion in Q1 2026. The company is now posting positive adjusted operating income. For context, the run rate crossed $47 billion in May. OpenAI recently exceeded $40 billion. Anthropic has filed confidentially for an IPO with Morgan Stanley, Goldman Sachs, and JPMorgan. 14x year-over-year revenue growth with positive operating income. The AI compute buildout is not theoretical. It is generating real, accelerating revenue at a scale that would have been unthinkable 18 months ago.

@TFTC21

Nous Research just launched Bot Mode for Hermes Desktop. Build named AI agents with their own roles, models, memory, and skills that can talk to each other. Personal multi-agent systems are going local.

@TFTC21

"Our entire military doctrine doesn't really work. We've built massive platforms that can't defend against low-cost munitions China is well equipped to manufacture." @MartyBent and @honestpollster on the US-China confrontation over AI and modern warfare. x.com/TFTC21/status/…

@TFTC21

Meta goes to trial tomorrow in a case that could cost $1.4 trillion. Four state AGs led by California's Rob Bonta are taking Meta to federal court alleging the company knowingly designed Facebook and Instagram to addict children. They want court-ordered product redesigns: stricter age enforcement, deletion of AI algorithms trained on kids' data, removal of infinite scroll. Meta's own attorneys disclosed damages could reach $1.4 trillion. Plaintiff states say $200 billion is more likely. Either would be unprecedented. Meta already lost twice this year. An LA jury found them liable for negligent design. New Mexico ordered $942 million in penalties plus product changes. The case is built on whistleblower docs showing Meta knew its platforms harmed teens and chose profits over safety.

@TFTC21

"$432 billion deficit in a single month. Interest on the debt now surpasses healthcare and defense spending. There are two ways out: hyperinflation or we get completely crushed." @MartyBent and @honestpollster on the fiscal death spiral. x.com/TFTC21/status/…

@TFTC21

RFK Jr. says HHS is accelerating research and treatment for Lyme disease and alpha-gal syndrome.

@TFTC21

"DOGE was the most popular thing Republicans had ever done with under-40 voters. They got sent packing because it endangered the status quo in DC." @honestpollster says the party would rather lose than let the coalition change anything. x.com/TFTC21/status/…

@TFTC21

x.com/i/article/2089…

@TFTC21

NVIDIA just backstopped $105B in residual value guarantees on AI data center leases. $24.7M per MW of guarantee capacity roughly equals the entire non-silicon cost of building a greenfield data center. Bullish signal for powered-shell developers like Bitcoin miners sitting on land and grid interconnects.

@TFTC21

"Bessent wants the FIMA repo facility upsized. He's no longer dealing with a recalcitrant Fed. He's dealing with his boy Kevin Warsh." @MartyBent and @JohnArnoldTen31 on the evolving Fed-Treasury relationship.

@TFTC21

Flock revoked a ticketed journalist's access to their Flock Forward conference and then contacted the hotel to cancel his personal room reservation on his behalf.

@TFTC21

"2024 is 'Dear God, we need somebody to fix it and all we have is Donald Trump. Get in there and fix it.' A wartime leader has to have laser-focused strategic vision. Trump has just objectively not been doing that." @MartyBent and @honestpollster on the squandered mandate. x.com/TFTC21/status/…

@TFTC21

Anthropic's annualized revenue hit $65 billion by the end of July, more than 7x its run rate at the end of 2025. Q2 revenue came in above $11.5 billion, up from $787 million in the same quarter last year and $4.73 billion in Q1 2026. The company is now posting positive adjusted operating income. For context, the run rate crossed $47 billion in May. OpenAI recently exceeded $40 billion. Anthropic has filed confidentially for an IPO with Morgan Stanley, Goldman Sachs, and JPMorgan. 14x year-over-year revenue growth with positive operating income. The AI compute buildout is not theoretical. It is generating real, accelerating revenue at a scale that would have been unthinkable 18 months ago.

@TFTC21

Nous Research just launched Bot Mode for Hermes Desktop. Build named AI agents with their own roles, models, memory, and skills that can talk to each other. Personal multi-agent systems are going local.

@TFTC21

"Our entire military doctrine doesn't really work. We've built massive platforms that can't defend against low-cost munitions China is well equipped to manufacture." @MartyBent and @honestpollster on the US-China confrontation over AI and modern warfare. x.com/TFTC21/status/…

@TFTC21

Meta goes to trial tomorrow in a case that could cost $1.4 trillion. Four state AGs led by California's Rob Bonta are taking Meta to federal court alleging the company knowingly designed Facebook and Instagram to addict children. They want court-ordered product redesigns: stricter age enforcement, deletion of AI algorithms trained on kids' data, removal of infinite scroll. Meta's own attorneys disclosed damages could reach $1.4 trillion. Plaintiff states say $200 billion is more likely. Either would be unprecedented. Meta already lost twice this year. An LA jury found them liable for negligent design. New Mexico ordered $942 million in penalties plus product changes. The case is built on whistleblower docs showing Meta knew its platforms harmed teens and chose profits over safety.

@TFTC21

"$432 billion deficit in a single month. Interest on the debt now surpasses healthcare and defense spending. There are two ways out: hyperinflation or we get completely crushed." @MartyBent and @honestpollster on the fiscal death spiral. x.com/TFTC21/status/…

@TFTC21

RFK Jr. says HHS is accelerating research and treatment for Lyme disease and alpha-gal syndrome.

@TFTC21

"DOGE was the most popular thing Republicans had ever done with under-40 voters. They got sent packing because it endangered the status quo in DC." @honestpollster says the party would rather lose than let the coalition change anything. x.com/TFTC21/status/…

@TFTC21

x.com/i/article/2089…

@TFTC21

NVIDIA just backstopped $105B in residual value guarantees on AI data center leases. $24.7M per MW of guarantee capacity roughly equals the entire non-silicon cost of building a greenfield data center. Bullish signal for powered-shell developers like Bitcoin miners sitting on land and grid interconnects.