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频道帖子
🔎LandSpace Lands Zhuque-3 Booster
On its second flight, Zhuque-3 sent Hongqing Technology’s Honghu 03 satellite to orbit, then returned its first stage to landing legs on land. The first attempt ended in “anomalous combustion” near the pad.
It was China’s first recovery of an orbital rocket booster to landing legs, and the first landing by a private Chinese company. The 66-metre rocket runs on oxygen and methane, with a reusable booster and disposable upper stage.
China had recorded only 1 earlier landing, by CASC’s Long March 10B, which lowered its stage into a ship-deck net. Falcon 9 first landed in 2015.
📊@tech
| 2 | 🤖 OpenAI Cuts GPT-5.6 Agent Costs
GPT-5.6 Luna scored 84.04% on BrowseComp, nearly matching GPT-5.5 at 84.36%. Its run cost $1.33 instead of $33.27, making the gap hard to ignore.
For agent work, OpenAI recommends Luna and Terra for data extraction and document search. GPT-5.6 Sol on low reasoning also beat GPT-5.5 on high reasoning in one agent test.
The bigger gain comes from the agent setup. GPT-5.6 can preserve reasoning between steps and compact long histories. On ARC-AGI-3, that lifted Sol from 13.3% to 38.3% while using about 6 times fewer output tokens. The model itself was unchanged.
📊@tech | 67 |
| 3 | “We all sit in the shade of trees that were planted by others. So it’s obligatory, I think, to plant a few trees ourselves, if we’ve had good luck.”
Warren Buffett
✔️ @venture | 71 |
| 4 | 🧬 Moderna’s Personalized Cancer Vaccine
In a Phase 3 trial, Moderna’s personalized mRNA vaccine intismeran, combined with Merck’s Keytruda, extended recurrence-free and distant metastasis-free survival in high-risk melanoma patients after surgery. Moderna shares surged.
The vaccine targets each tumor’s neoantigens. It is the first successful late-stage trial for an individualized mRNA cancer therapy.
✔️ @venture | 69 |
| 5 | Google went public 22 years ago today at a $23B valuation.
It is up 18,161% since.
✔️ @venture | 59 |
| 6 | Rich is about how much you make.
Wealthy is about how much you keep and own.
✔️ @venture | 62 |
| 7 | ! | 225 |
| 8 | 💰 Looking for passive crypto income?
🚀 Discover platforms paying up to 9% daily
Real updates. Real withdrawals.
👇 Join FREE
https://t.me/+UMZYT_kz_oM0Y2M5 | 53 |
| 9 | 💸 Strategy sold Bitcoin to reduce its financing costs
Strategy sold 1,638 BTC last week, about 0.19% of its holdings. The move sparked concerns that the company was abandoning its long-term Bitcoin strategy, but the numbers tell a different story.
The company says its cost of capital is 10.8%, while its STRC preferred stock is currently yielding around 13.4%. Instead of holding Bitcoin, Strategy used part of the proceeds to repurchase STRC below par, reducing future dividend obligations. The rest went toward preferred dividends and strengthening the cash reserve backing those securities.
At the same time, Strategy issued 3 million new common shares, raising $290.6 million, with $250 million added to its reserve.
The key point is that Strategy is optimizing its capital structure, not exiting Bitcoin. The company still holds 842,138 BTC, has paid preferred dividends for 18 consecutive months, and Michael Saylor says it remains a net buyer over the long term.
One number stands out: Strategy generated $122.4 million in quarterly software revenue, while annual preferred dividends and interest are approaching $1.76 billion. The balance sheet is becoming just as important as the Bitcoin holdings themselves.
✔️ @venture | 238 |
| 10 | ❕ Goldman warns up to $185B of forced selling could hit global stocks
Goldman Sachs says systematic funds could sell up to $185 billion of global equities over the next month if markets keep falling.
These funds, known as CTAs (Commodity Trading Advisors), don't react to news or earnings. They follow price signals. When key levels break, their models automatically reduce exposure.
Goldman's base case points to $7.5 billion of selling next week, including $4.5 billion from the S&P 500. A deeper decline could push that to $31.5 billion, with a worst-case estimate of $185 billion over one month.
According to Goldman, the recent weakness in tech stocks is being driven more by systematic positioning than by deteriorating fundamentals.
If the selling continues, algorithms could become the market's biggest sellers.
✔️ @venture | 144 |
| 11 | 🎸 Arduino Robot Plays Your Guitar via Wi-Fi
A Reddit user named MegCell built a robot that attaches to almost any guitar in about 3 minutes and plays it via smartphone control. It uses an Arduino to operate servos that press strings and strum, all housed in a complex 3D-printed frame around the guitar body and neck.
The robot reads MusicXML files sent over Wi-Fi, so it can theoretically play any song with a digital score. The creator plans to release 3D models and firmware for a true DIY version and improve the playing technique and noise from the servos.
📊@technco | 112 |
| 12 | 🤖 Italian Startup Builds Robot with Sensor Skin
Italian startup Generative Bionics created the robot Gene.01 covered in sensor skin that tracks touch, temperature, proximity, and force. This lets it detect humans before contact and adjust movements.
Gene.01 learns by physical guidance instead of video. Holding its hand and moving it teaches the robot the right grip strength, solving a key challenge in humanoid robotics.
The robot is based on research from the Italian Institute of Technology published in Nature Machine Intelligence. It took six months to build Gene.01 from concept to a working humanoid.
Gene.01 is a platform for specialized robots with customizable AI, outer shells, and interchangeable limbs for different tasks.
📊@technco | 112 |
| 13 | Ⓜ️ Meta AI joins Threads private chats
Threads added a private chat with Meta AI, letting users send posts, photos, or videos for one-on-one discussion. This feature was already on Facebook, Instagram, and WhatsApp before arriving on Threads.
In five countries, Meta AI also posts publicly in Threads feeds under @meta.ai. Users cannot block these posts, only mute them. The AI’s presence in feeds is permanent, unlike the optional private chats.
📊@motekico | 117 |
| 14 | Google bought YouTube for $1.65 billion.
Today, YouTube generates $1.65 billion of revenue every 13 days.
✔️ @venture | 214 |
| 15 | 🛁 Reformation is pitching its $1 billion IPO from a bubble bath
Most companies use charts and financial forecasts to sell their IPO. Reformation took a different approach. Its executives explained the business in a video featuring a model relaxing in a bubble bath with a glass of champagne, a direct reference to The Big Short. The company calls its business case "sexy math."
Behind the marketing, the numbers are solid. Reformation is targeting a valuation of up to $1 billion, generated more than $500 million in revenue last year, and says nearly 70% of its direct-to-consumer sales come from returning customers.
About 80% of its products sell at full price, while its AI-powered Retail X stores generate an average order value 8.5% higher than traditional locations.
⠀
The IPO story isn't just about fashion. It's about proving that loyal customers, pricing power, and technology can justify a premium valuation even as profits come under pressure.
✔️ @venture | 200 |
| 16 | ❓ Why retail investors keep underperforming
Retail portfolios are down around 12.7% this year as many investors crowded into the same high-growth stocks. When those trades reversed, losses spread across entire portfolios.
The biggest mistake wasn't picking the wrong stock. It was poor risk management. Large positions, no exit plan, and portfolios concentrated in a handful of names amplified the drawdown.
⠀
Simple rules can make a big difference: limit position sizes, rebalance regularly, keep cash for market selloffs, and compare your returns against the S&P 500 instead of chasing the next hot trade.
⠀
Long-term performance is often driven more by risk management than stock picking.
✔️ @venture | 166 |
| 17 | 🕸 Final Trailer for Spider-Man: New Day
The final trailer for Spider-Man: New Day is out ahead of its July 31 premiere.
The film stars Tom Holland, Zendaya, Sadie Sink, Jacob Batalon, John Bernthal as Punisher, and Mark.
📊@motekico | 182 |
| 18 | ❕ Big Tech Drives Record $182 Billion Bond Issuance in 2026
Amazon, Alphabet, Nvidia, Meta, Oracle, and SpaceX have issued a record $182 billion in investment-grade bonds this year, a 1,300% jump from $13 billion last year.
These six firms now account for nearly 15% of total US corporate bond issuance year-to-date and over 50% of this year's market growth.
A record 7 bond deals of $25 billion+ have occurred, matching the total from 2019 to last year. Six are from these Big Tech firms, one from Salesforce.
✔️ @venture | 280 |
| 19 | ⚡️ AI Discovers Two New Superconductors
A team at Aalto University used machine learning to identify two previously unknown superconductors, confirmed later in lab tests at Rice University. This marks a shift from decades of manual trial and error that found about 7,000 superconductors so far.
Superconductors conduct electricity without resistance or heat loss, enabling powerful magnets for MRI machines and maglev trains. The challenge remains their need for extreme cooling, limiting practical use.
The AI approach scans billions of material candidates, speeding up discovery. The goal is to find a superconductor that works at room temperature by 2033, which would revolutionize energy and computing.
📊@tech | 230 |
| 20 | 🔽 SpaceX lost most IPO gains within days. Shares peaked at $225, valuing the company near $3 trillion, then fell to $150 before recovering to $162. At its peak, SpaceX surpassed Microsoft and Amazon in valuation despite lower revenue and profitability.
Comparison:
• Microsoft: $318B revenue, $125B profit
• Amazon: $743B revenue, $91B profit
• SpaceX: $19B revenue, -$9B profit
Only 5% of SpaceX shares are publicly traded; this float sets the valuation for the 95% held by Musk, employees, and investors. The xAI acquisition also raised debt and integration concerns.
IPOs often follow a pattern: excitement first, fundamentals later.
✔️ @technco | 241 |
