Anduril’s tower product has scaled to deployments across 35 bases worldwide.
Achieving 24/7 global liquidity and settlement across banks will require stablecoins.
Anduril’s ability to provide cheap drones to Ukraine is constrained by bans on Chinese components and by U.S. requirements for approved navigation, warheads, and anti-tamper features that raise costs and limit modification.
Newsletter Monetization And Access Gating
A copy of the December newsletter is provided as a preview of the sponsors-only newsletter.
The January newsletter includes updates on the kakapo breeding season, new sandbox options, the idea that web browsers are the 'hello world' of coding agent swarms, Sam Altman addressing the Jevons paradox for software engineering, and model releases plus miscellaneous extras.
Paying $10 per month provides access to the newsletter one month ahead of the free copy.
Real Assets And Trend Following As Regime-Robust Diversifiers
Gold had an approximately 10% intraday up-then-down move on January 29.
U.S. stocks ended the prior year at very high valuations, including an S&P 500 CAPE around 40.
The narrator argued that investors often only start paying attention to foreign outperformance after the S&P 500 is flat or down (not merely lagging while rising).
Cross Asset Deleveraging Metals Unwind Drivers
The hosts present the gold price action as a lesson that getting overlevered at highs can be fatal and that maintaining solvency matters even when trades are deeply profitable.
The hosts state Hyperliquid real-world-asset volumes are rising sharply, with silver and gold products trading hundreds of millions and more than $1B combined, driven by HIP3.
The hosts describe re-entering a prior range after a breakout attempt as a bearish pattern because breakout buyers may panic-sell, increasing odds of breaking the range lows.
Institutional-Process-Embedding-Of-Quantum-Risk
Franklin Templeton incorporates quantum risk as a component of a higher discount rate applied to digital assets, alongside smart contract and regulatory risks.
A major positive inflection point for crypto is an accelerating intersection of traditional finance and on-chain (DeFi) markets.
Institutions will monitor both progress on community-aligned upgrade paths and the pace of quantum breakthroughs to judge whether the risk is becoming more or less acute.
Reverse Engineering Boundaries And Tooling Workflow
The target binary is a DirectX 8.1 Visual Studio 2003 (VC++ 7.1 SP1) build that relies on grim.dll (Grim2D) whose interface is an 84-method vtable exposed via GRIM__GetInterface.
Crimsonland’s release lineage includes a 2002 freeware prototype series, a 2003 shareware v1.8–v1.9 line, and a GOG “classic” build v1.9.93 from Feb 2011 that became a bonus alongside the 2014 remaster.
Crimsonland assets are stored in custom PAQ archives with magic 'paq\0' and entries consisting of filename, size, and payload, using Windows-style backslash paths.
Geographic Expansion And Operational Scaling In The Us
Legora went from zero US headcount at the start of the year to 50 people, is opening a Manhattan office targeted to reach 150 people, and plans three additional US offices this year.
Max disputes that Harvey is the default first name in legal AI anymore and disputes the narrative that Harvey 'won the US' while Legora 'won Europe'.
After raising $10M from Benchmark and then $25M from Redpoint about a month later, Max told the board Legora would not sell the product for the next six months; the pause was used to rebuild infrastructure for reliability/scalability, with a claim that by Oct 1, 2024 it could onboard 1,000 lawyers per day comfortably, and that continuing to sell without fixing scalability/reliability would have caused churn.