This media is not supported in your browser
VIEW IN TELEGRAM
So this is how Claude Code's $20 pro plan is like 🤣😂
🚨 TARRIF WARS ARE BACK AGAIN.
The US is about to tax every finished product containing steel or aluminum on its full price, not just the metal inside it.
The US imported over $49 billion worth of steel and aluminum in 2024. A 25% tariff applied to the full value of those imports would generate over $12 billion in potential tariff revenue annually for the US government.
The US runs a combined trade deficit of over $31 billion in steel and aluminum annually. These tariffs are directly aimed at closing that gap.
The headline rate drops from 50% to 25%, but because it now applies to the entire product value instead of just the metal content, the actual tariff burden for many goods goes up. The presidential proclamation could come as soon as this week.
Canada, the EU, Mexico and South Korea are the most exposed.
The US is about to tax every finished product containing steel or aluminum on its full price, not just the metal inside it.
The US imported over $49 billion worth of steel and aluminum in 2024. A 25% tariff applied to the full value of those imports would generate over $12 billion in potential tariff revenue annually for the US government.
The US runs a combined trade deficit of over $31 billion in steel and aluminum annually. These tariffs are directly aimed at closing that gap.
The headline rate drops from 50% to 25%, but because it now applies to the entire product value instead of just the metal content, the actual tariff burden for many goods goes up. The presidential proclamation could come as soon as this week.
Canada, the EU, Mexico and South Korea are the most exposed.
👀1
IRAN just added $1.5 TRILLION to us market in just 90 minutes.
SPX is up 1.92%, adding about $1.2 trillion to its market cap.
Nasdaq is up 2.48%, adding roughly $800 Billion.
Dow Jones is up 1.87%, adding around $400 Billion.
Russell 2000 is up 2.64%, adding about $100 Billion.
US markets has completely erased today's losses after Iran confirmed it is working with Oman on a protocol to allow ships through the Strait of Hormuz without any extra condition.
SPX is up 1.92%, adding about $1.2 trillion to its market cap.
Nasdaq is up 2.48%, adding roughly $800 Billion.
Dow Jones is up 1.87%, adding around $400 Billion.
Russell 2000 is up 2.64%, adding about $100 Billion.
US markets has completely erased today's losses after Iran confirmed it is working with Oman on a protocol to allow ships through the Strait of Hormuz without any extra condition.
Iran and Oman are jointly drafting a protocol to regulate ship traffic through the Strait of Hormuz.
Iran's Deputy Foreign Minister confirmed the protocol is not intended as a restriction but as a mechanism to facilitate safe transit, with formal negotiations with Oman beginning once the draft is finalized internally.
This directly contradicts the widely circulated rumor that Iran would demand yuan or crypto payments as a condition of passage through the strait.
Iran's Deputy Foreign Minister confirmed the protocol is not intended as a restriction but as a mechanism to facilitate safe transit, with formal negotiations with Oman beginning once the draft is finalized internally.
This directly contradicts the widely circulated rumor that Iran would demand yuan or crypto payments as a condition of passage through the strait.
👀1
🇨🇭 Global One SI - Prompt
I fired all my employees and replaced them with AI assistants 😊
This is WILD.
A man built a near billion dollar company from his living room.
He started with just $20,000, a laptop, and a handful of AI tools, no investors, no team, no office.
Matthew Gallagher is a 41 year old based in Los Angeles who used AI to build his software, write his website and ads, generate videos, and handle every customer interaction.
His company, Medvi, prescribes GLP-1 weight-loss drugs online and scaled from 300 customers in month one to 1,300 in month two, reaching $401 million in sales in its first year.
He then hired his first and only employee, his younger brother Elliot.
That is the entire company, two brothers and a network of AI agents, now on pace for $1.8 billion in revenue this year.
Now here is what this actually means.
The entire economy was built on one assumption that growing revenue required growing headcount but Gallagher just proved that assumption is dead.
Every role he replaced with AI, engineer, designer, copywriter, customer support agent, data analyst, those were real jobs people counted on.
The health care angle makes this more alarming.
Medvi is not selling merchandise, it is prescribing powerful drugs to real patients at massive scale, with two people and software running the show.
Regulators are nowhere near ready for what this looks like and the scariest part is that this is only the beginning.
A man built a near billion dollar company from his living room.
He started with just $20,000, a laptop, and a handful of AI tools, no investors, no team, no office.
Matthew Gallagher is a 41 year old based in Los Angeles who used AI to build his software, write his website and ads, generate videos, and handle every customer interaction.
His company, Medvi, prescribes GLP-1 weight-loss drugs online and scaled from 300 customers in month one to 1,300 in month two, reaching $401 million in sales in its first year.
He then hired his first and only employee, his younger brother Elliot.
That is the entire company, two brothers and a network of AI agents, now on pace for $1.8 billion in revenue this year.
Now here is what this actually means.
The entire economy was built on one assumption that growing revenue required growing headcount but Gallagher just proved that assumption is dead.
Every role he replaced with AI, engineer, designer, copywriter, customer support agent, data analyst, those were real jobs people counted on.
The health care angle makes this more alarming.
Medvi is not selling merchandise, it is prescribing powerful drugs to real patients at massive scale, with two people and software running the show.
Regulators are nowhere near ready for what this looks like and the scariest part is that this is only the beginning.
✍1💯1
🇨🇭 Global One SI - Prompt
The dagger⚔️ The gun🔫 The phone📱 The chip🤖 NVIDIA is worth 2.5x Saudi aramco The market thinks chips beat barrels🛢️ Tech owns the global top 10 and Oil looks like yesterday's game. But every Nvidia GPU runs on minerals China controls at 90%. Every…
🇹🇼TSMC makes 90% of the world's most advanced chips
Its fabs run on energy that flows through the Strait of Hormuz
🇮🇷Iran just made that everyone's AI problem
This is the story the tech press hasn't fully connected yet and it changes the strategic geography of the AI race.
Executives across Taiwan's electronics supply chain are warning of simultaneous price spikes and shortages hitting:
→ Lasers for optical transceivers and datacenter networking gear
→ High-layer printed circuit boards
→ Specialty chemicals, packaging materials, and semiconductor inputs
→ Freight and insurance costs even for firms with zero direct Gulf exposure
2 forces are colliding:
1. The Iran war and Hormuz disruption are driving energy and shipping costs through Asia's manufacturing base.
2. The AI boom is consuming components and materials faster than capacity can respond.
Together, they are hard wiring a cost shock into the supply chain that built the modern technology economy.
⚠️ And there is no escape.
Asia's tech complex is not just exposed to Hormuz through energy.
It is exposed through materials (Helium, Sulphur, Bromine) Critical chemicals that move through the Gulf system and feed directly into chip fabrication.
When the strait tightens, the fab feels it.
Data center power costs run at roughly 50% of operating expenditure.
When LNG and diesel spike like now, AI training and inference economics break.
Enough to shift margins, delay capex, and redirect investment.
🇺🇸 The United States has domestic natural gas not exposed to Hormuz in the same structural way.
The hyperscalers (Microsoft, Google, Amazon, Meta) are sitting on AI capex programmes measured in hundreds of billions, with the balance sheets and pricing power to absorb cost shocks.
TSMC, Samsung Semiconductor, and SK hynix are not going anywhere in the near term.
It is about direction of travel.
Every month Hormuz stays disrupted, Asia's cost base ratchets higher energy, materials, freight, lead times while the US and allied ecosystems accumulate relative advantage in the 2 things that define the next decade:
secure energy and AI infrastructure.
The Iran war didn't start as a tech story
It has become one.
Its fabs run on energy that flows through the Strait of Hormuz
🇮🇷Iran just made that everyone's AI problem
This is the story the tech press hasn't fully connected yet and it changes the strategic geography of the AI race.
Executives across Taiwan's electronics supply chain are warning of simultaneous price spikes and shortages hitting:
→ Lasers for optical transceivers and datacenter networking gear
→ High-layer printed circuit boards
→ Specialty chemicals, packaging materials, and semiconductor inputs
→ Freight and insurance costs even for firms with zero direct Gulf exposure
2 forces are colliding:
1. The Iran war and Hormuz disruption are driving energy and shipping costs through Asia's manufacturing base.
2. The AI boom is consuming components and materials faster than capacity can respond.
Together, they are hard wiring a cost shock into the supply chain that built the modern technology economy.
⚠️ And there is no escape.
Asia's tech complex is not just exposed to Hormuz through energy.
It is exposed through materials (Helium, Sulphur, Bromine) Critical chemicals that move through the Gulf system and feed directly into chip fabrication.
When the strait tightens, the fab feels it.
Data center power costs run at roughly 50% of operating expenditure.
When LNG and diesel spike like now, AI training and inference economics break.
Enough to shift margins, delay capex, and redirect investment.
🇺🇸 The United States has domestic natural gas not exposed to Hormuz in the same structural way.
The hyperscalers (Microsoft, Google, Amazon, Meta) are sitting on AI capex programmes measured in hundreds of billions, with the balance sheets and pricing power to absorb cost shocks.
TSMC, Samsung Semiconductor, and SK hynix are not going anywhere in the near term.
It is about direction of travel.
Every month Hormuz stays disrupted, Asia's cost base ratchets higher energy, materials, freight, lead times while the US and allied ecosystems accumulate relative advantage in the 2 things that define the next decade:
secure energy and AI infrastructure.
The Iran war didn't start as a tech story
It has become one.
✍1
This media is not supported in your browser
VIEW IN TELEGRAM
Europe this summer 🤣
🇨🇭 Global One SI - Prompt
Video
This media is not supported in your browser
VIEW IN TELEGRAM
Phoenix is a donut-shaped space capsule made by Germany’s Atmos Space Cargo.
It has an inflatable heat shield and can carry payloads back from space to Earth.
The capsule completed one orbit aboard a SpaceX Falcon 9 and safely splashed down near Brazil on April 23, 2025.
atmos-space-cargo.com
It has an inflatable heat shield and can carry payloads back from space to Earth.
The capsule completed one orbit aboard a SpaceX Falcon 9 and safely splashed down near Brazil on April 23, 2025.
atmos-space-cargo.com