Market Cheering 👏

Go Artemis II

Me and my homies at the gas station when Trump said the war with Iran is over

2 years ago Claude was a research project.

Now:

> $1B in a single quarter
> 19M users.
> $350B valuation.
> $41.5B in funding.
> And now it's trading your 5 min BTC on Polymarket

Chinese AI labs got caught stealing its capabilities.

"What a time to be alive" is an understatement.

Shenzhen just switched on China’s first 10,000-card AI cluster built with Huawei Ascend chips, marking a serious jump in China’s effort to build its own large-scale AI infrastructure.

This new phase delivers 11,000 petaflops, and with Shenzhen’s earlier 3,000-petaflop phase, the site now reaches 14,000 petaflops, which shows demand is no longer theoretical.

A 92% booking rate says local AI labs, robotics firms, and universities already need far more compute than the market can easily supply.

The technical catch is chip efficiency, because reports say Ascend 910C runs at about 60% of an Nvidia H100, so China is using scale, system design, and software compatibility work to close a hardware gap rather than pretending it does not exist.

The new steam age.

This is actually becoming true.

It's possible to do so much more on your own now.

$XYZ Block's Business lead, Owen Jennings:

The link between company headcount and output broke in early December, after AI agents quickly became capable of working inside large, complex codebases.

1 engineer + 1 designer with AI, now move 10–100× faster.

Chamath exposed the biggest accounting illusion in Silicon Valley history.

The two most powerful AI companies on earth are reporting revenue in completely different ways and almost nobody in the media has bothered to check the math.

OpenAI says it has $25 billion in annual revenue while Anthropic says $19 billion.

Every headline screams that Anthropic is closing the gap at breathtaking speed but those two numbers are not measuring the same thing.

OpenAI counts only the money it actually keeps, when Microsoft resells its AI through Azure, OpenAI deducts Microsoft's cut before reporting a single dollar as revenue.

Anthropic does the opposite, when Amazon Web Services resells Claude, Anthropic books the full gross amount including the portion it immediately hands back to Amazon.

Bank of America analysts estimated Anthropic could owe hyperscale cloud partners as much as $6.6 billion in revenue sharing in 2026 alone.

That money flows in and flows straight back out the door but anthropic still counts it as revenue.

Strip that out, and the competitive gap between these two companies looks nothing like the headlines.

Here is what the actual businesses look like underneath.

OpenAI is a consumer company, roughly 75% of its revenue comes from people paying monthly for ChatGPT.

Anthropic is almost entirely enterprise API, embedded inside tools like GitHub Copilot and Cursor.

These are structurally different businesses on different growth curves with different margin profiles.

Both businesses are genuinely historic.

Anthropic grew from $1 billion to $14 billion in annual revenue in roughly twelve months while OpenAI crossed $20 billion in ARR and is adding roughly $1 billion in new API revenue every single month.

But the next time a headline tells you one is overtaking the other, remember what Chamath just said.

The scoreboard is broken and when the IPO filings land, the whole race gets run again with real numbers.

Since this video, OpenAI slashed its spending commitment from $1.4 trillion to $600 billion and dropped plans for its mega Stargate data center.

Now $600 million in OpenAI shares are sitting on the secondary market with zero buyers.

Sam Altman said "I'll find you a buyer." Someone should remind him.

🚨 it just got worse.

HERE IS EVERYTHING THAT IS ABOUT TO CHANGE.

Secretary of State Rubio announced NATO countries are refusing to allow the US to use their bases. His response: "Why are we in NATO?"

This is the beginning of the end of the most important military alliance in modern history.

WHAT THE US DOES FOR NATO:

FUNDING: $850 billion+ defense budget, massive portion backstopping NATO.
TROOPS: 100,000 permanently stationed in Europe. Germany alone hosts 35,000.
NUCLEAR UMBRELLA: Every NATO country covered. That's why Germany, Italy, Belgium don't need their own nukes.
TECHNOLOGY: F-35, Patriot, HIMARS, the most advanced systems on earth.
INTELLIGENCE: NSA, CIA, NRO satellites. Several European terror attacks prevented by US intel.
BASES: Ramstein, Aviano, Rota, Moron. The US built this infrastructure.

NOW HERE'S WHAT HAPPENED:

The US needed NATO bases for Iran operations. NATO said no.

Countries that have been sheltered under the American nuclear umbrella since 1949. Countries whose economies grew wealthy because they didn't pay for defense. Those countries just said: sorry, can't help.

WHAT HAPPENS IF THE US PULLS BACK:

🚨 GERMANY: Gutted militarily for decades. Without US troops and nukes, exposed to Russia immediately.
🚨 POLAND AND BALTICS: Border Russia directly. Without Article 5, they're staring down the same gun that pointed at Ukraine.
🚨 ITALY, SPAIN, BELGIUM: Essentially defenseless. Years of underinvestment. Shells of militaries.
🚨 RUSSIA: Fractured NATO is Putin's single biggest strategic victory without firing a shot.
🚨 CHINA: Watching closely. Preoccupied Western alliance is exactly the environment China needs to move on Taiwan.
🚨 NUCLEAR PROLIFERATION: Without US umbrella, Germany, Japan, South Korea face enormous pressure to develop their own nukes.

The contradiction is brutal:

NATO countries needed America for 80 years. America delivered every single time. The one time America needed something back, a few runways and logistics support, the answer was no.

The US is finally calling them what they are.

This is the crack. And once it opens, it does not close.

Claude controlling #tradingview live — switching symbols, writing Pine Script, batch scanning futures, replay trading, drawing levels. All from the terminal. Still rough edges but the vision is clear.

TradingView MCP Bridge

Personal AI assistant for your TradingView Desktop charts. Connects Claude Code to your locally running TradingView app via Chrome DevTools Protocol for AI-assisted chart analysis, Pine Script development, and workflow automation.

github.com/tradesdontlie/tradingview-mcp

🚨 IT'S OFFICIAL: The hatch has CLOSED and the crew is fully loaded for Artemis II launch to the moon, strapped to their seats

They are about to make HISTORY 🇺🇸🇺🇸

Trump just said it.
He was testing NATO.
And they failed.
"I was really asking because I wanted to see what they'd do."
Think about what that means.
Greenland? A test.
Overflight rights for Iran? A test.
Base access demands? A test.
Europe failed every single one.

The stress test revealed exactly what he suspected:
Allies who won't act when it matters aren't allies.

The energy crisis, the oil price, the Hormuz chaos
All of it traces back to this moment.
Strategic weakness has a cost.

LAUNCH! ARTEMIS II LAUNCHES on the first attempt!

🚨 NOW: Artemis II crew just went SUPERSONIC, traveling faster than the speed of sound on a mission to and around the moon