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BUILDER HUSTLE
AI · TECH · STARTUPS
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In This Issue
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🍎 Apple Reclaims the World's Most Valuable Company Title
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🔐 MetaMask Stops a North Korean Supply Chain Threat
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🧠 Kimi K3 Launches With 2.8T Parameters and 1M Context
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🏗️ Meta May Lease $10B in AI Compute to Anthropic
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🍎 APPLE · MARKETS · $4.88 TRILLION
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Apple Has Overtaken Nvidia to Become the World's Most Valuable Company.
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Apple has reclaimed the title of the world's most valuable publicly traded company, reaching a market capitalization of about 4.88 trillion dollars. Nvidia, which led for much of the AI boom, slipped 3.5% to roughly 4.86 trillion dollars. It is Apple's first time back at the top since April 2025, as investors reassess the broader AI trade and Apple continues to benefit from its hardware ecosystem, services business, and AI plans.
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📌 The lead is extremely close, with only about 20 billion dollars separating Apple and Nvidia.
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⚡ This is less a rejection of AI than a sign that the market is broadening beyond chipmakers.
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Read the Apple and Nvidia market update →
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🔐 CONSENSYS · METAMASK · SUPPLY CHAIN SECURITY
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MetaMask Let a Suspected North Korean Developer Into Its Core Codebase, Then Caught It in Time.
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Consensys, the company behind MetaMask, says it discovered that a contractor working under the alias Tyler Knapp was linked to North Korea after the person contributed to MetaMask's code for roughly a month. The company immediately terminated access, paused relevant releases, alerted law enforcement, and launched a comprehensive investigation. Consensys says the review found no theft of assets or data, no malicious code deployed, and no impact on user security.
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📌 The incident shows why contractor vetting and code review are critical parts of crypto security.
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⚡ No customer funds or user data were reportedly compromised, but the access itself was a serious near miss.
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Read the Consensys investigation report →
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🧠 MOONSHOT AI · KIMI K3 · FRONTIER MODEL
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Kimi K3 Packs 2.8 Trillion Parameters Into a Model Built for Long-Horizon Agents.
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Moonshot AI launched Kimi K3, a new 2.8 trillion-parameter model with native multimodal support and a 1 million token context window. The Chinese company says K3 uses Kimi Delta Attention and Attention Residuals, designed to make long-context and agentic workloads more efficient. Hosted access is available through Kimi's products and API now, with full model weights expected by July 27.
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📌 A 1 million token context window makes the model relevant for huge repositories, document sets, and multi-step agent work.
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⚡ Open weights could make K3 a major new option for researchers and teams that want control over their stack.
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🏗️ META + ANTHROPIC · AI COMPUTE · REPORTED TALKS
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Meta Could Lease Up to $10 Billion of AI Compute to Anthropic.
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Meta and Anthropic are reportedly in discussions for a potential AI-compute lease worth up to 10 billion dollars over two years. Under the proposed arrangement, Meta would provide data-center capacity to Anthropic, adding a major external compute source for the maker of Claude. The talks are early and neither company has publicly confirmed an agreement, so the terms could change or the deal may not happen at all.
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📌 Even leading AI labs are increasingly treating compute capacity as a strategic resource to lease from outside providers.
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⚡ If signed, Meta would become infrastructure supplier to a major competitor in the AI model market.
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Read about the Meta and Anthropic talks →
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Stay sharp,
Builder Hustle
