🇨🇭 Global One SI - Prompt
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…
The most valuable AI startup on earth just became impossible to sell.
Investors holding $600 million worth of OpenAI shares went looking for buyers but nobody showed up.
This is the same company that just closed a $122 billion funding round at an $852 billion valuation, the largest private fundraising round in Silicon Valley history and is now watching its secondary market go completely cold.
Meanwhile, the money has to go somewhere and it went to OpenAI's biggest rival.
Anthropic shares are now being bid at valuations approaching $600 billion on secondary marketplaces.
This company was worth $61.5 billion just ten months ago, a nearly 10x move in under a year.
Here is what makes this dangerous, OpenAI's share of the enterprise AI market has already collapsed from 50% in 2023 down to 25% today while Anthropic surpassed them.
The challenger is now the market leader in enterprise AI.
OpenAI is bleeding cash at a historic rate, projecting $22 billion in spending against $13 billion in revenue, a $9 billion loss this year alone, with losses accelerating from here.
Anthropic is expected to turn cash flow positive by 2028, two full years ahead of OpenAI.
IPO bankers and lawyers are now saying they expect Anthropic to go public before OpenAI does.
Public market investors prefer the company with the cleaner story, the enterprise focus, and the shorter road to profitability.
So what changed? Sam Altman built the most famous AI brand in the world but fame is not the same as a business model.
OpenAI's consumer subscription growth is stalling across major markets while Anthropic's revenue grew nearly sevenfold in the same period.
The AI race was never just about who had the best chatbot, it was about who could build a real company underneath the hype.
Right now, the market is voting and it is not voting for the name everyone knows.
Investors holding $600 million worth of OpenAI shares went looking for buyers but nobody showed up.
This is the same company that just closed a $122 billion funding round at an $852 billion valuation, the largest private fundraising round in Silicon Valley history and is now watching its secondary market go completely cold.
Meanwhile, the money has to go somewhere and it went to OpenAI's biggest rival.
Anthropic shares are now being bid at valuations approaching $600 billion on secondary marketplaces.
This company was worth $61.5 billion just ten months ago, a nearly 10x move in under a year.
Here is what makes this dangerous, OpenAI's share of the enterprise AI market has already collapsed from 50% in 2023 down to 25% today while Anthropic surpassed them.
The challenger is now the market leader in enterprise AI.
OpenAI is bleeding cash at a historic rate, projecting $22 billion in spending against $13 billion in revenue, a $9 billion loss this year alone, with losses accelerating from here.
Anthropic is expected to turn cash flow positive by 2028, two full years ahead of OpenAI.
IPO bankers and lawyers are now saying they expect Anthropic to go public before OpenAI does.
Public market investors prefer the company with the cleaner story, the enterprise focus, and the shorter road to profitability.
So what changed? Sam Altman built the most famous AI brand in the world but fame is not the same as a business model.
OpenAI's consumer subscription growth is stalling across major markets while Anthropic's revenue grew nearly sevenfold in the same period.
The AI race was never just about who had the best chatbot, it was about who could build a real company underneath the hype.
Right now, the market is voting and it is not voting for the name everyone knows.
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🇨🇭 Global One SI - Prompt
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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.
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.
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🇨🇭 Global One SI - Prompt
US just put NATO on notice "If you won't let us fly over your country to strike Iran why are we still basing troops there?" Connect the dots: 🇺🇸 US withdraws from Hormuz protection 🛢️ Oil sanction relief for Russia ✈️ Base access ultimatum to NATO allies…
🚨 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.
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.
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🇨🇭 Global One SI - Prompt
Custom stock screeners via TradingView API github.com/shner-elmo/TradingView-Screener
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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.
🇨🇭 Global One SI - Prompt
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
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
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🇨🇭 Global One SI - Prompt
🚨Artemis II crew is now boarding Orion and preparing system checks Just under 4 hours till launch 🚀
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🚨 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 🇺🇸🇺🇸
They are about to make HISTORY 🇺🇸🇺🇸
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🇨🇭 Global One SI - Prompt
🚨 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…
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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.
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.
🇨🇭 Global One SI - Prompt
LAUNCH! ARTEMIS II LAUNCHES on the first attempt!
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🚨 NOW: Artemis II crew just went SUPERSONIC, traveling faster than the speed of sound on a mission to and around the moon
🇨🇭 Global One SI - Prompt
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🚨 IT'S OFFICIAL: Artemis II has made a successful launch and the crew is headed to the MOON
LFG! 🇺🇸
LFG! 🇺🇸
🇨🇭 Global One SI - Prompt
In a few hours, four astronauts will leave Earth's orbit for the first time since 1972. Artemis II isn't just a space mission. It's a $93 billion procurement pipeline. The companies building this ecosystem are already public: $RKLB - Builds satellite…
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What will the Artemis-2 astronauts do during the entire 10-day mission?
Day by day overview:
Day 1. Launch.
Launch on the SLS rocket, stage separation, orbital insertion. Maneuvers around the spent stage, initial system checks, change from spacesuits to everyday clothing.
Day 2. Beginning the journey to the Moon:
Simulator exercises, then the main maneuver—translunar injection (TLI), which places Orion on a trajectory to fly around the Moon and return to Earth.
Day 3. Preparation
Rehearsals for lunar observations in zero gravity, corrective maneuver, emergency procedures training (e.g., CPR).
Day 4. Course correction
Second minor maneuver, communication with Mission Control, media sessions, photography of Earth and the Moon at the midpoint.
Day 5. Lunar Entry
For the first time since 1972, humans will be in cislunar space. Spacesuit tests: rapid pressurization, life support systems checks. Another course correction.
Day 6. Lunar Flyby
The main day: The Orion spacecraft will fly at an altitude of 6,400–9,650 km above the lunar surface.
This distance is approximately 15–24 times greater than the orbital altitude of the ISS. Plus, the Moon itself is smaller. Visually, the Moon will look like a basketball at arm's length to the astronauts. There will be only three hours for observations during closest approach. The astronauts will take photographs and record geological data. Depending on the launch time, the Artemis 2 crew could break the record for the longest distance from Earth.
Day 7. Lunar Exit
Data transfer to scientists, psychological and physical debriefings. Symbolic call with the ISS crew. First maneuver of the return trajectory.
Day 8. Demonstrations
Radiation protection training (using water and thermal protection as barriers). Testing the Orion attitude control systems in various modes.
Day 9. Preparing for reentry
The last full day of the flight. Technological demonstrations, course corrections, fitting of compression suits to help the body adapt to weightlessness.
Day 10. Return
Final maneuver, atmospheric reentry, during which the temperature will reach 1650°C. Parachute deployment, splashdown in the Pacific Ocean off San Francisco. Crew pickup by US Navy ships.
Day by day overview:
Day 1. Launch.
Launch on the SLS rocket, stage separation, orbital insertion. Maneuvers around the spent stage, initial system checks, change from spacesuits to everyday clothing.
Day 2. Beginning the journey to the Moon:
Simulator exercises, then the main maneuver—translunar injection (TLI), which places Orion on a trajectory to fly around the Moon and return to Earth.
Day 3. Preparation
Rehearsals for lunar observations in zero gravity, corrective maneuver, emergency procedures training (e.g., CPR).
Day 4. Course correction
Second minor maneuver, communication with Mission Control, media sessions, photography of Earth and the Moon at the midpoint.
Day 5. Lunar Entry
For the first time since 1972, humans will be in cislunar space. Spacesuit tests: rapid pressurization, life support systems checks. Another course correction.
Day 6. Lunar Flyby
The main day: The Orion spacecraft will fly at an altitude of 6,400–9,650 km above the lunar surface.
This distance is approximately 15–24 times greater than the orbital altitude of the ISS. Plus, the Moon itself is smaller. Visually, the Moon will look like a basketball at arm's length to the astronauts. There will be only three hours for observations during closest approach. The astronauts will take photographs and record geological data. Depending on the launch time, the Artemis 2 crew could break the record for the longest distance from Earth.
Day 7. Lunar Exit
Data transfer to scientists, psychological and physical debriefings. Symbolic call with the ISS crew. First maneuver of the return trajectory.
Day 8. Demonstrations
Radiation protection training (using water and thermal protection as barriers). Testing the Orion attitude control systems in various modes.
Day 9. Preparing for reentry
The last full day of the flight. Technological demonstrations, course corrections, fitting of compression suits to help the body adapt to weightlessness.
Day 10. Return
Final maneuver, atmospheric reentry, during which the temperature will reach 1650°C. Parachute deployment, splashdown in the Pacific Ocean off San Francisco. Crew pickup by US Navy ships.
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The world spent $12 billion exploring for minerals last year💰
🥇 Gold $6.2B (50%)
🥈 Copper $3.3B (26%)
⚡ Lithium $595M (spending collapsing)
☢️ Uranium $362M
🔩 Nickel $332M (also collapsing)
China keeps quietly locking up processing capacity for every metal on this list.
You don't need to find the mine.
You just need to own the refinery.
Beijing understood this 20 years ago.
🥇 Gold $6.2B (50%)
🥈 Copper $3.3B (26%)
⚡ Lithium $595M (spending collapsing)
☢️ Uranium $362M
🔩 Nickel $332M (also collapsing)
China keeps quietly locking up processing capacity for every metal on this list.
You don't need to find the mine.
You just need to own the refinery.
Beijing understood this 20 years ago.
🇨🇭 Global One SI - Prompt
$AMZN/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$GSAT: Amazon in talks to buy Globalstar.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Trump just floated taking Iran's oil
Then walked it back in the same sentence.
That's negotiating.
Read between the lines:
🛢️ "We could just take Iran's oil" the threat
🕊️ "People want to win and come home" the exit ramp
💰 "We have a lot of oil" the leverage
This is Trump telling Iran exactly what's on the table.
Full occupation and seizure of oil fields.
Or a deal.
Iran sits on the 4th largest oil reserves on the planet.
If the US took them that's a generational energy play.
Which is exactly why the market is listening very carefully to every word.
Then walked it back in the same sentence.
That's negotiating.
Read between the lines:
🛢️ "We could just take Iran's oil" the threat
🕊️ "People want to win and come home" the exit ramp
💰 "We have a lot of oil" the leverage
This is Trump telling Iran exactly what's on the table.
Full occupation and seizure of oil fields.
Or a deal.
Iran sits on the 4th largest oil reserves on the planet.
If the US took them that's a generational energy play.
Which is exactly why the market is listening very carefully to every word.
✍1
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When you realize it was never just a meme
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Trump's number is wrong.
The strategy behind it is genius.
China doesn't get 90% of its oil from Hormuz.
The real number is closer to 50-55%.
For reference maybe he was thinking about Iran that's selling 90% of it's oil to China.
But here's why the exaggeration doesn't matter.
The strategic move is real
Think about what Trump is actually doing
If China has to guard Hormuz:
→ Chinese naval assets move to the Middle East
→ The Taiwan Strait gets less covered
→ Beijing has to choose between its oil supply and its Taiwan ambitions
→ China either lets Iran lose a key protector or gets pulled into the conflict
It's a forced choice.
Guard your oil or guard your future.
You can't do both.
Trump isn't giving Hormuz to China.
He's handing Beijing a problem that drains its military focus, its diplomatic capital and its budget.
And the 90% number? Doesn't need to be accurate.
It just needs to make China feel responsible.
The strategy behind it is genius.
China doesn't get 90% of its oil from Hormuz.
The real number is closer to 50-55%.
For reference maybe he was thinking about Iran that's selling 90% of it's oil to China.
But here's why the exaggeration doesn't matter.
The strategic move is real
Think about what Trump is actually doing
If China has to guard Hormuz:
→ Chinese naval assets move to the Middle East
→ The Taiwan Strait gets less covered
→ Beijing has to choose between its oil supply and its Taiwan ambitions
→ China either lets Iran lose a key protector or gets pulled into the conflict
It's a forced choice.
Guard your oil or guard your future.
You can't do both.
Trump isn't giving Hormuz to China.
He's handing Beijing a problem that drains its military focus, its diplomatic capital and its budget.
And the 90% number? Doesn't need to be accurate.
It just needs to make China feel responsible.
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