Good morning & happy Tuesday! Today, we're diving into Block's Buzz, the open-source AI agent workspace Dorsey just released after cutting 4,000 employees (how it actually works, why calling it a Slack killer misses the ultimate goal, what Block's internal numbers say about running a company on AI agents + the Full AI OS to Run a Startup with Claude & How to Build and Agentic OS with Claude Fable 5 inside), and Moonshot AI's Kimi K3, the first open-weight model in the 3-trillion-parameter class, already running on consumer GPUs (why the architecture matters more than the parameter count, what the license tells you about Moonshot's strategy, & how this changes the rent-vs-own economics for anyone building on frontier AI + the Ultimate Guide to Kimi K3, and DeepSeek's AI Playbook that erased $589B of Nvidia's value inside). So let's jump straight into the finovative stuff '' The news '' In April, Jack Dorsey and Sequoia's Roelof Botha published a 3,000-word essay arguing that...
learn more
