🇨🇭 Global One SI - Prompt
✨🇨🇳 China-made medium-free holographic aerial display allows mid-air manipulation and real-time interaction. This is absolutely amazing!
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Holographic Car Window Projects Real-Time Driving Data — The Future Is Here
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OpenAI President Greg Brockman on their upcoming model called ‘Spud’.
"Two years worth of research that is coming to fruition in this model."
"Two years worth of research that is coming to fruition in this model."
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Chamath on #SpaceX 's future: "Every single dimension of the earthly economy now will get rebuilt in space. There'll be a FedEx of space. There'll be a MERS of space.
The amount of value that will be created on top of SpaceX's shoulders is vast."
The amount of value that will be created on top of SpaceX's shoulders is vast."
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There are many ways to collect high-quality data.
GenRobot seems to be closer to human-like methods.
It uses a wearable exoskeleton robotic hand: a person simply wears the Gen DAS Dex and can flexibly complete various tasks, while simultaneously capturing the entire human motion trajectory and converting it into high-quality data for use by the humanoid robot.
>23 degrees of freedom omnidirectional hand capture with millimeter-level precision
>Tactile and visual fusion
>Sub-millisecond head-hand synchronization
GenRobot seems to be closer to human-like methods.
It uses a wearable exoskeleton robotic hand: a person simply wears the Gen DAS Dex and can flexibly complete various tasks, while simultaneously capturing the entire human motion trajectory and converting it into high-quality data for use by the humanoid robot.
>23 degrees of freedom omnidirectional hand capture with millimeter-level precision
>Tactile and visual fusion
>Sub-millisecond head-hand synchronization
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 HORMUZ WHITELIST EXPANDS
Iran is selectively allowing oil flows through the Strait
Core access
🇨🇳 China
🇷🇺 Russia
🇮🇳 India
🇵🇰 Pakistan
🇮🇶 Iraq
Extended access
🇧🇩 Bangladesh
🇲🇾 Malaysia
🇹🇭 Thailand
Conditional / coordinating
🇮🇩 Indonesia
🇯🇵 Japan
🇵🇭 Philippines
WHY???
~20% of global oil passes here
Iran is filtering flows based on alignment
IMPACT:
Energy markets split into blocs.
Freight and insurance costs surge.
Oil now trades on geopolitics, not just supply.
This is controlled access to one of the world’s most important chokepoint.
Iran is selectively allowing oil flows through the Strait
Core access
🇨🇳 China
🇷🇺 Russia
🇮🇳 India
🇵🇰 Pakistan
🇮🇶 Iraq
Extended access
🇧🇩 Bangladesh
🇲🇾 Malaysia
🇹🇭 Thailand
Conditional / coordinating
🇮🇩 Indonesia
🇯🇵 Japan
🇵🇭 Philippines
WHY???
~20% of global oil passes here
Iran is filtering flows based on alignment
IMPACT:
Energy markets split into blocs.
Freight and insurance costs surge.
Oil now trades on geopolitics, not just supply.
This is controlled access to one of the world’s most important chokepoint.
🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 US F-15E Downed Over Iran An F-15E Strike Eagle on a routine mission over southwestern Iran was hit by a Russian-made surface-to-air missile. Traveling at Mach 2.8, the missile’s detonation near the rear caused catastrophic damage. Despite its power…
🇺🇸🇮🇷 HOW DOWNED U.S PILOTS IN IRAN STAYED HIDDEN AND CONNECTED
When the U.S. F-15E crew ejected over Iran, they weren't cut off, they simply switched to a device called CSEL.
Built by $BA Boeing, it’s a small, rugged unit attached to the pilot’s vest that survives ejection and immediately starts working.
Instead of talking over radio, it sends short encrypted bursts: location, status, and messages like “injured” or “enemy nearby” using frequency-hopping signals that look like background noise to enemy systems.
That’s the key: no voice, no easy signal to track, no triangulation.
It links to military satellites, feeding real-time data to rescue teams while letting the pilot stay silent and hidden.
Only when extraction is close does it switch modes, allowing helicopters or aircraft to lock onto the exact position.
In other words, even behind enemy lines, the pilot isn’t alone; they’re digitally tethered to the entire rescue network without giving away their position.
When the U.S. F-15E crew ejected over Iran, they weren't cut off, they simply switched to a device called CSEL.
Built by $BA Boeing, it’s a small, rugged unit attached to the pilot’s vest that survives ejection and immediately starts working.
Instead of talking over radio, it sends short encrypted bursts: location, status, and messages like “injured” or “enemy nearby” using frequency-hopping signals that look like background noise to enemy systems.
That’s the key: no voice, no easy signal to track, no triangulation.
It links to military satellites, feeding real-time data to rescue teams while letting the pilot stay silent and hidden.
Only when extraction is close does it switch modes, allowing helicopters or aircraft to lock onto the exact position.
In other words, even behind enemy lines, the pilot isn’t alone; they’re digitally tethered to the entire rescue network without giving away their position.
🇨🇭 Global One SI - Prompt
Photo
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Iranian Revolutionary Guard elements were harvested by Apache aerial fire. Every time a group of Iranian Revolutionary Guards tried to approach the American pilot,
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Top 20 Market Leading Industry Groups by 1-Month Relative Strength
$USO — Crude Oil
$EWZ — Brazilian Equities
$KRE — Regional Banks
$XBI — Biotech (Equal Weight)
$ILF — Latin America 40
$IBB — Biotech Megacap
$KBE — Large-Cap Banking
$UFO — Space Industry
$IGF — Global Infrastructure Assets
$ARGT — Argentinian Equities
$XTL — Telecom
$IAI — Broker-Dealers
$DRIV — EV & Autonomous Vehicles
$XPH — Pharmaceuticals (Equal Weight)
$XTN — Trucking
$PBJ — Food & Beverage
$SLX — Steel
$BOAT — Global Shipping
$XSD — Semiconductors (Equal Weight)
$IDGT — Digital Infrastructure & Data Centers
$USO — Crude Oil
$EWZ — Brazilian Equities
$KRE — Regional Banks
$XBI — Biotech (Equal Weight)
$ILF — Latin America 40
$IBB — Biotech Megacap
$KBE — Large-Cap Banking
$UFO — Space Industry
$IGF — Global Infrastructure Assets
$ARGT — Argentinian Equities
$XTL — Telecom
$IAI — Broker-Dealers
$DRIV — EV & Autonomous Vehicles
$XPH — Pharmaceuticals (Equal Weight)
$XTN — Trucking
$PBJ — Food & Beverage
$SLX — Steel
$BOAT — Global Shipping
$XSD — Semiconductors (Equal Weight)
$IDGT — Digital Infrastructure & Data Centers
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🇨🇭 Global One SI - Prompt
Chamath Palihapitiya just said the Tesla-SpaceX merger is 99.999% guaranteed to happen. SpaceX just filed for the biggest IPO in human history. The target valuation is over $2 trillion, larger than Meta, larger than Tesla, larger than Saudi Aramco's all…
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The entire tech sector is about to get a verdict.
Two companies are preparing to go public and most people think it is good news but Chamath Palihapitiya just explained why it is the opposite.
OpenAI is eyeing a $1 trillion valuation at its IPO while Anthropic is planning to raise over $60 billion at its own listing.
Both are targeting late 2026 and nobody in history has ever seen two companies like this come to market at the same time.
Here is what the mainstream narrative gets completely wrong.
These IPOs are not just about raising money but it shows something far more dangerous for the rest of the tech world.
Chamath's warning is simple.
When OpenAI, Anthropic, and SpaceX hit public markets, the money to buy them has to come from somewhere.
Investors will not print new money and they will rotate out of existing tech stocks to buy the new ones.
But that is only the first half of the problem.
The second half is worse.
These three companies are building AI that is designed to eat the exact business models that justify every major software company's premium valuation.
Think about what that means, companies like Salesforce, ServiceNow, SAP, and every SaaS platform in existence trade at high multiples because the market believes their moats are durable.
Chamath is saying those moats are already being dug up from the inside.
The market right now prices tech companies as if the next ten to fifteen years belong to them and that repricing assumption is about to collide with reality.
Prediction markets currently put a 53% chance that OpenAI officially announces its IPO before January 2027.
Anthropic is reportedly targeting October 2026 specifically and the clock is already running.
When these companies go public, retail investors will rush in, institutions will reallocate and the old tech giants will feel the gravity shift in real time.
Most investors are preparing for the AI boom but very few are preparing for what the AI boom does to everything they already own.
Two companies are preparing to go public and most people think it is good news but Chamath Palihapitiya just explained why it is the opposite.
OpenAI is eyeing a $1 trillion valuation at its IPO while Anthropic is planning to raise over $60 billion at its own listing.
Both are targeting late 2026 and nobody in history has ever seen two companies like this come to market at the same time.
Here is what the mainstream narrative gets completely wrong.
These IPOs are not just about raising money but it shows something far more dangerous for the rest of the tech world.
Chamath's warning is simple.
When OpenAI, Anthropic, and SpaceX hit public markets, the money to buy them has to come from somewhere.
Investors will not print new money and they will rotate out of existing tech stocks to buy the new ones.
But that is only the first half of the problem.
The second half is worse.
These three companies are building AI that is designed to eat the exact business models that justify every major software company's premium valuation.
Think about what that means, companies like Salesforce, ServiceNow, SAP, and every SaaS platform in existence trade at high multiples because the market believes their moats are durable.
Chamath is saying those moats are already being dug up from the inside.
The market right now prices tech companies as if the next ten to fifteen years belong to them and that repricing assumption is about to collide with reality.
Prediction markets currently put a 53% chance that OpenAI officially announces its IPO before January 2027.
Anthropic is reportedly targeting October 2026 specifically and the clock is already running.
When these companies go public, retail investors will rush in, institutions will reallocate and the old tech giants will feel the gravity shift in real time.
Most investors are preparing for the AI boom but very few are preparing for what the AI boom does to everything they already own.
Defense stocks aren’t just going up. They’re being revalued.
This is not a normal cycle.
It’s a structural shift.
For years, defense was priced as:
• slow growth
• government dependent
• low multiple
That’s changing fast.
Today’s reality:
• real-time war demand
• autonomous systems scaling
• AI + drones redefining warfare
• private capital entering the sector
• ESG barriers breaking
This is no longer just “defense.”
This is defense tech.
And markets are starting to price it differently.
3 scenarios from here:
• normalization → multiples stabilize
• continued expansion → steady re-rating
• super cycle → structural valuation shift
The key shift:
From contractors → to technology platforms.
This is not a normal cycle.
It’s a structural shift.
For years, defense was priced as:
• slow growth
• government dependent
• low multiple
That’s changing fast.
Today’s reality:
• real-time war demand
• autonomous systems scaling
• AI + drones redefining warfare
• private capital entering the sector
• ESG barriers breaking
This is no longer just “defense.”
This is defense tech.
And markets are starting to price it differently.
3 scenarios from here:
• normalization → multiples stabilize
• continued expansion → steady re-rating
• super cycle → structural valuation shift
The key shift:
From contractors → to technology platforms.
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This is WILD!
China just ran a warehouse with zero human workers.
A fully operational facility processing 200,000 packages every single day and they are live, deployed, and scaling across China right now.
Each robot scans a barcode in milliseconds, calculates the optimal route from over 300 billion possible combinations, then drops the package into an underground chute.
The facility runs on a 2,000 square meter floor, the size of a large grocery store and it never stops.
When JD. com built its fully automated fulfillment center near Shanghai, it employed just four people and their only job was to maintain the robots.
Four people. 200,000 packages a day with 99.99% accuracy.
In the past, it took over 100 experienced workers to sort those same packages in the same time.
That entire category of human labor is gone.
China is not doing this at one warehouse, they installed 295,000 industrial robots in a single year more than 54% of every robot installed on Earth.
The United States installed 34,200.
China now operates over 2 million industrial robots total. while the rest of the world combined cannot match that number.
By 2023, China's robot density had already hit 470 robots per 10,000 manufacturing workers while America's was roughly 295.
China flipped from lagging behind the US in automation to surpassing it in less than a decade.
China just ran a warehouse with zero human workers.
A fully operational facility processing 200,000 packages every single day and they are live, deployed, and scaling across China right now.
Each robot scans a barcode in milliseconds, calculates the optimal route from over 300 billion possible combinations, then drops the package into an underground chute.
The facility runs on a 2,000 square meter floor, the size of a large grocery store and it never stops.
When JD. com built its fully automated fulfillment center near Shanghai, it employed just four people and their only job was to maintain the robots.
Four people. 200,000 packages a day with 99.99% accuracy.
In the past, it took over 100 experienced workers to sort those same packages in the same time.
That entire category of human labor is gone.
China is not doing this at one warehouse, they installed 295,000 industrial robots in a single year more than 54% of every robot installed on Earth.
The United States installed 34,200.
China now operates over 2 million industrial robots total. while the rest of the world combined cannot match that number.
By 2023, China's robot density had already hit 470 robots per 10,000 manufacturing workers while America's was roughly 295.
China flipped from lagging behind the US in automation to surpassing it in less than a decade.
McKinsey’s latest data argues that AI infrastructure is creating value faster than most businesses are yet capturing it.
AI foundation industries added about $11 trillion in market value on roughly $500 billion of incremental revenue.
In McKinsey’s definition, the “AI foundation” consists of three arenas: semiconductors, cloud services, and AI software and services.
A surge in market cap is not the same thing as a surge in realized business output, and the chart makes that visible: valuation has sprinted ahead, while revenue has moved up more steadily.
Means investors are pricing in a future where today’s infrastructure spending becomes the base layer for many later businesses, much as earlier digital platforms became the rails for commerce, advertising, and media.
The second wave is just as important. Digitization is still producing more immediate revenue growth across large markets, especially where attention, payments, and commerce keep moving online. AI is landing on top of that system, not replacing it.
Do not confuse excitement at the model layer with durable advantage at the profit layer. In technology shifts like this, value often pools first around constraints, then diffuses outward as tools mature and competition rises.
Right now the constraint is compute, capital, and the ability to deploy both at scale. The open question is whether downstream AI products will eventually earn returns large enough to justify the extraordinary spending now underway.
AI foundation industries added about $11 trillion in market value on roughly $500 billion of incremental revenue.
In McKinsey’s definition, the “AI foundation” consists of three arenas: semiconductors, cloud services, and AI software and services.
A surge in market cap is not the same thing as a surge in realized business output, and the chart makes that visible: valuation has sprinted ahead, while revenue has moved up more steadily.
Means investors are pricing in a future where today’s infrastructure spending becomes the base layer for many later businesses, much as earlier digital platforms became the rails for commerce, advertising, and media.
The second wave is just as important. Digitization is still producing more immediate revenue growth across large markets, especially where attention, payments, and commerce keep moving online. AI is landing on top of that system, not replacing it.
Do not confuse excitement at the model layer with durable advantage at the profit layer. In technology shifts like this, value often pools first around constraints, then diffuses outward as tools mature and competition rises.
Right now the constraint is compute, capital, and the ability to deploy both at scale. The open question is whether downstream AI products will eventually earn returns large enough to justify the extraordinary spending now underway.
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Elon Musk: Batteries could let the US get 2x more energy from the same grid setup, by storing power.
“The peak power output of the US is ~1.1 TW. But the average is 0.5 TW.
So charge the batteries at night, and discharge during day.”
“The peak power output of the US is ~1.1 TW. But the average is 0.5 TW.
So charge the batteries at night, and discharge during day.”