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CIA Director John Ratcliffe:
We deployed both human assets and exquisite technologies that no other intelligence service in the world possesses.
We deployed both human assets and exquisite technologies that no other intelligence service in the world possesses.
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Reporter: Deliberate attacks on civilian infrastructure are against the Geneva Conventions.
Trump: Who are you with?
Reporter: NYT.
Trump: You are failing.
Trump: Who are you with?
Reporter: NYT.
Trump: You are failing.
🇨🇭 Global One SI - Prompt
🇮🇱🇺🇸: Israel Poised to Strike Iran’s Energy Sites — Awaiting U.S. Approval Reports from WSJ say Israel is ready to hit Iran’s oil, gas, and power infrastructure, but operations are on hold pending the U.S. green light. If approved, this could cripple Iran’s…
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🇮🇷🚀🔥💣 "The video footage shows a fire at the South Pars petrochemical facility in southern Iran, which was bombed today by Israeli Air Force fighter jets…
🏭 This plant accounts for 85% of Iran's petrochemical exports."
🏭 This plant accounts for 85% of Iran's petrochemical exports."
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🇨🇭 Global One SI - Prompt
Photo
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🇮🇱🇮🇷 The IDF says it attacked dozens of Iranian aircraft and helicopters overnight across three airports in Tehran, as well as military infrastructure at the sites.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Trump just revealed the playbook
Venezuela worked out "incredibly"
100 million barrels are sitting in Houston.
Being refined right now.
"The relationship might be beyond long term"
Translation:
You don't need to invade a country to take its oil.
You just need the right deal.
Venezuela went from "rogue state" to "fantastic relationship" overnight.
Now read between the lines.
Trump has said publicly he wants Iran's oil.
And he just told you exactly how this ends not with occupation, but with a deal that lands Iranian barrels in US refineries.
Venezuela was the template.
Iran is next?
Venezuela worked out "incredibly"
100 million barrels are sitting in Houston.
Being refined right now.
"The relationship might be beyond long term"
Translation:
You don't need to invade a country to take its oil.
You just need the right deal.
Venezuela went from "rogue state" to "fantastic relationship" overnight.
Now read between the lines.
Trump has said publicly he wants Iran's oil.
And he just told you exactly how this ends not with occupation, but with a deal that lands Iranian barrels in US refineries.
Venezuela was the template.
Iran is next?
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Trump just told the world exactly what he wants.
The oil, all of it🛢️
"It's there for the taking. There's not a thing they can do about it."
Trump wants the oil.
The American people want to come home.
And that gap between what a president wants and what a democracy allows is exactly why Hormuz is still closed.
No clean exit No deal.
The market already knows what "take the oil" means.
It means the war doesn't end cleanly.
It means Hormuz stays closed longer.
It means the supply shock deepens.
Trump was more honest in that sentence than in any press conference.
He told you the endgame.
The question is whether he gets there.
The oil, all of it🛢️
"It's there for the taking. There's not a thing they can do about it."
Trump wants the oil.
The American people want to come home.
And that gap between what a president wants and what a democracy allows is exactly why Hormuz is still closed.
No clean exit No deal.
The market already knows what "take the oil" means.
It means the war doesn't end cleanly.
It means Hormuz stays closed longer.
It means the supply shock deepens.
Trump was more honest in that sentence than in any press conference.
He told you the endgame.
The question is whether he gets there.
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🚨 Do you understand what's happening right now..
Trump: "make a deal in 48 hours or we're blowing up the whole country".. made "expletive-filled threats" about Hormuz..
Iran's response.. a 10-clause counter-proposal:
> permanent end to ALL wars — Iran, Lebanon, Gaza
> toll rights on Hormuz
> every sanction lifted
> nuclear enrichment in writing
> reparations
> reconstruction aid
> security guarantees
the US wanted a 45-day pause.. Iran wants a new world order..
and while diplomats exchange paper through Pakistan.. the IRGC is ALREADY collecting informal tolls on ships passing through the strait..
Iran isn't waiting for a deal.. Iran is building the toll booth while negotiations happen..
the system worked for someone today.. and it wasn't the one making threats..
Trump: "make a deal in 48 hours or we're blowing up the whole country".. made "expletive-filled threats" about Hormuz..
Iran's response.. a 10-clause counter-proposal:
> permanent end to ALL wars — Iran, Lebanon, Gaza
> toll rights on Hormuz
> every sanction lifted
> nuclear enrichment in writing
> reparations
> reconstruction aid
> security guarantees
the US wanted a 45-day pause.. Iran wants a new world order..
and while diplomats exchange paper through Pakistan.. the IRGC is ALREADY collecting informal tolls on ships passing through the strait..
Iran isn't waiting for a deal.. Iran is building the toll booth while negotiations happen..
the system worked for someone today.. and it wasn't the one making threats..
✍1
🇨🇭 Global One SI - Prompt
Reporter: Deliberate attacks on civilian infrastructure are against the Geneva Conventions. Trump: Who are you with? Reporter: NYT. Trump: You are failing.
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Trump says Iranian civilians want him to bomb their infrastructure.
Q: Why would Iranians want you to blow up their infrastructure, to cut off their power?
"They would be willing to suffer that in order to have freedoms. 'Please keep bombing.'"
Q: Why would Iranians want you to blow up their infrastructure, to cut off their power?
"They would be willing to suffer that in order to have freedoms. 'Please keep bombing.'"
🚨 US DATA CENTER BUILDOUT HITTING A MAJOR BOTTLENECK
Nearly half of planned US data centers are now being delayed or cancelled due to power shortages.
Companies like Amazon, Oracle, Meta, Google and OpenAI have committed over $600B to AI infrastructure this year.
Critical electrical components like transformers, switchgear and batteries can’t keep up with demand.
Even with increased imports from China, plus sourcing from Canada, Mexico and South Korea, supply is still falling short.
Nearly half of planned US data centers are now being delayed or cancelled due to power shortages.
Companies like Amazon, Oracle, Meta, Google and OpenAI have committed over $600B to AI infrastructure this year.
Critical electrical components like transformers, switchgear and batteries can’t keep up with demand.
Even with increased imports from China, plus sourcing from Canada, Mexico and South Korea, supply is still falling short.
👀1
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Trump on NATO:
It all began with Greenland. We want Greenland, and they don’t want to give it to us, and I said, “Bye-bye!”
It all began with Greenland. We want Greenland, and they don’t want to give it to us, and I said, “Bye-bye!”
🇨🇭 Global One SI - Prompt
Anthropic just bought Coefficient Bio for about $400M. Signals where frontier AI companies think the next serious money is. Coefficient Bio reportedly built tools for drug discovery, research planning, and regulatory strategy, so Anthropic is buying workflow…
AI companies are piling into biotech because biology is one of the few markets where better prediction can directly compound into enormous economic value.
The economics alone explain the urgency: Deloitte estimates the average cost to take an asset from discovery to launch at about $2.23 billion in 2024, which means even modest gains in hit-finding, trial design, or regulatory workflow are worth real money.
Biology also fits the machinery of modern AI unusually well, because it is built from sequences, structures, images, papers, assays, and clinical records that can be encoded, searched, and modeled at scale.
AlphaFold made that tangible by expanding structural knowledge from a scarce experimental resource into a database covering roughly 200 million proteins, which is exactly the kind of information compression investors notice.
Then the capital followed: Isomorphic Labs raised $600 million, Nvidia invested in Recursion, Sanofi partnered with OpenAI and Formation Bio, and Lilly just expanded its Insilico collaboration to a deal worth up to $2.75 billion.
Biotech is not attractive because language models can write elegant summaries of papers, but because biology offers something most AI markets do not: expensive decisions, abundant data, and hard external feedback from the lab, the clinic, and the regulator.
That feedback loop is why this vertical matters so much.
A chatbot can sound right and still be useless, but a drug model eventually faces binding data, toxicity data, trial outcomes, and approval standards, which makes biotech a brutal but credible test of whether AI can become an industrial tool.
The caution is that progress will be slower than the money suggests, because even strong models do not erase wet-lab bottlenecks or clinical uncertainty.
---
Biology is a brutal filter for AI hype, because the world pushes back. A model can summarize a pathway beautifully and still fail to predict what a cell will actually do.
Healthcare and biotech punish shallow intelligence more than most software markets do, since the gap between correlation and causation is expensive, regulated, and sometimes dangerous.
That is precisely why AI companies keep investing: if they can survive biology’s reality check, they are no longer selling intelligence as performance, but as production.
So a deal like this (Anthropic's $400mn acquisition of stealth-mode AI biotech startup Coefficient Bio), is less about adding another vertical and more about buying access to a proving ground where language models must be tied to real workflows, domain expertise, and empirical feedback.
The economics alone explain the urgency: Deloitte estimates the average cost to take an asset from discovery to launch at about $2.23 billion in 2024, which means even modest gains in hit-finding, trial design, or regulatory workflow are worth real money.
Biology also fits the machinery of modern AI unusually well, because it is built from sequences, structures, images, papers, assays, and clinical records that can be encoded, searched, and modeled at scale.
AlphaFold made that tangible by expanding structural knowledge from a scarce experimental resource into a database covering roughly 200 million proteins, which is exactly the kind of information compression investors notice.
Then the capital followed: Isomorphic Labs raised $600 million, Nvidia invested in Recursion, Sanofi partnered with OpenAI and Formation Bio, and Lilly just expanded its Insilico collaboration to a deal worth up to $2.75 billion.
Biotech is not attractive because language models can write elegant summaries of papers, but because biology offers something most AI markets do not: expensive decisions, abundant data, and hard external feedback from the lab, the clinic, and the regulator.
That feedback loop is why this vertical matters so much.
A chatbot can sound right and still be useless, but a drug model eventually faces binding data, toxicity data, trial outcomes, and approval standards, which makes biotech a brutal but credible test of whether AI can become an industrial tool.
The caution is that progress will be slower than the money suggests, because even strong models do not erase wet-lab bottlenecks or clinical uncertainty.
---
Biology is a brutal filter for AI hype, because the world pushes back. A model can summarize a pathway beautifully and still fail to predict what a cell will actually do.
Healthcare and biotech punish shallow intelligence more than most software markets do, since the gap between correlation and causation is expensive, regulated, and sometimes dangerous.
That is precisely why AI companies keep investing: if they can survive biology’s reality check, they are no longer selling intelligence as performance, but as production.
So a deal like this (Anthropic's $400mn acquisition of stealth-mode AI biotech startup Coefficient Bio), is less about adding another vertical and more about buying access to a proving ground where language models must be tied to real workflows, domain expertise, and empirical feedback.
✍1
H100 GPU rental prices just surged 40% in 6 months.
From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026.
Here’s what that means in plain English:
The companies that ALREADY SECURED power, land, and grid connections for AI compute are sitting on scarce infrastructure.
$IREN. $NBIS. $CIFR.
The four largest hyperscalers plan to spend $700 billion on AI infrastructure in 2026.
That’s not a forecast. That’s disclosed capital.
GPU prices going up is the neocloud business model working exactly as designed.
Short contracts. Rising rates. Locked-in capacity.
Still holding all three.
From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026.
Here’s what that means in plain English:
The companies that ALREADY SECURED power, land, and grid connections for AI compute are sitting on scarce infrastructure.
$IREN. $NBIS. $CIFR.
The four largest hyperscalers plan to spend $700 billion on AI infrastructure in 2026.
That’s not a forecast. That’s disclosed capital.
GPU prices going up is the neocloud business model working exactly as designed.
Short contracts. Rising rates. Locked-in capacity.
Still holding all three.
✍1
🇨🇭 Global One SI - Prompt
$META is preparing to launch its first AI models developed under Alexandr Wang. The company also plans to eventually release open-source versions of those models.
$META Meta is about to release its first AI model built under a man who was paid $14.3 billion to fix the company's biggest failure.
The failure was Llama 4 and Meta spent years telling the world that open-source AI was the future.
Zuckerberg said it repeatedly on earnings calls, in interviews, in blog posts then the model dropped and almost nobody cared.
Chinese AI companies took Meta's open-source code, used it to train their own models, and made Meta look slow in its own race.
So Zuckerberg blew up the entire strategy and he paid $14.3 billion for a 49% stake in Scale AI and brought its 28-year-old founder, Alexandr Wang, in as Chief AI Officer to rebuild from scratch.
Wang is now leading a lab inside Meta working on two models simultaneously, one for text, one for images and video.
The text model is codenamed Avocado and it was supposed to launch in March but it didn't.
Internal tests showed it performing worse than Google's Gemini 3 and the release got pushed to May, minimum.
Now comes today's news.
According to Axios, Meta is preparing to release the first model built under Wang, very soon.
And there is a new wrinkle, the company plans to eventually open-source versions of it, but not at launch.
This matters more than it sounds because Meta built its entire developer reputation on open source.
Llama was free for everyone, researchers built on it, startups ran on it but that is over now.
The biggest models in the new family will stay proprietary.
That is the hybrid strategy Wang is steering, some models closed, some eventually released, but only after Meta captures whatever advantage it can first.
Meta knows it cannot beat OpenAI or Anthropic head to head right now so it is not trying to.
Instead it is betting on specific consumer use cases, its platforms have more than 3 billion users and hoping that scale compensates for where the model falls short.
The company has committed between $115 billion and $135 billion in capital expenditure this year alone, chasing a future it is not yet sure it can reach.
If Avocado launches and impresses, it validates the entire bet, the $14.3 billion, the layoffs, the cultural overhaul, the open-source reversal.
If it doesn't, Meta will have spent more money than most countries' GDP to produce a model that still trails Google and OpenAI, with no open-source goodwill left to fall back on.
The failure was Llama 4 and Meta spent years telling the world that open-source AI was the future.
Zuckerberg said it repeatedly on earnings calls, in interviews, in blog posts then the model dropped and almost nobody cared.
Chinese AI companies took Meta's open-source code, used it to train their own models, and made Meta look slow in its own race.
So Zuckerberg blew up the entire strategy and he paid $14.3 billion for a 49% stake in Scale AI and brought its 28-year-old founder, Alexandr Wang, in as Chief AI Officer to rebuild from scratch.
Wang is now leading a lab inside Meta working on two models simultaneously, one for text, one for images and video.
The text model is codenamed Avocado and it was supposed to launch in March but it didn't.
Internal tests showed it performing worse than Google's Gemini 3 and the release got pushed to May, minimum.
Now comes today's news.
According to Axios, Meta is preparing to release the first model built under Wang, very soon.
And there is a new wrinkle, the company plans to eventually open-source versions of it, but not at launch.
This matters more than it sounds because Meta built its entire developer reputation on open source.
Llama was free for everyone, researchers built on it, startups ran on it but that is over now.
The biggest models in the new family will stay proprietary.
That is the hybrid strategy Wang is steering, some models closed, some eventually released, but only after Meta captures whatever advantage it can first.
Meta knows it cannot beat OpenAI or Anthropic head to head right now so it is not trying to.
Instead it is betting on specific consumer use cases, its platforms have more than 3 billion users and hoping that scale compensates for where the model falls short.
The company has committed between $115 billion and $135 billion in capital expenditure this year alone, chasing a future it is not yet sure it can reach.
If Avocado launches and impresses, it validates the entire bet, the $14.3 billion, the layoffs, the cultural overhaul, the open-source reversal.
If it doesn't, Meta will have spent more money than most countries' GDP to produce a model that still trails Google and OpenAI, with no open-source goodwill left to fall back on.
✍1
🇨🇭 Global One SI - Prompt
H100 GPU rental prices just surged 40% in 6 months. From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026. Here’s what that means in plain English: The companies that ALREADY…
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🚨 "We’re building one of the world’s largest AI cloud platforms."
$IREN 2026: 4.5GW
$NBIS 2030 Target: 5GW
The potential is beyond imagination for those who read the big picture. 👇
"The next cloud wave on the ground behaves more like an industrial buildout, where the scarce input is not GPU or code or even money, but (1) synchronized access to land, (2) substations, (3) transformers, (4) transmission capacity, and (5) utility approvals."
The gap between those who started earlier and those who followed the trend is staggering.
$IREN 2026: 4.5GW
$NBIS 2030 Target: 5GW
The potential is beyond imagination for those who read the big picture. 👇
"The next cloud wave on the ground behaves more like an industrial buildout, where the scarce input is not GPU or code or even money, but (1) synchronized access to land, (2) substations, (3) transformers, (4) transmission capacity, and (5) utility approvals."
The gap between those who started earlier and those who followed the trend is staggering.
🇨🇭 Global One SI - Prompt
🚨 "We’re building one of the world’s largest AI cloud platforms." $IREN 2026: 4.5GW $NBIS 2030 Target: 5GW The potential is beyond imagination for those who read the big picture. 👇 "The next cloud wave on the ground behaves more like an industrial buildout…
$IREN is expected this month to announce energizing one of the largest data centers on the planet: SW1 (1.4GW).
Based on the CEO and CCO most recent interviews, the deadline is unchanged.
Based on the CEO and CCO most recent interviews, the deadline is unchanged.
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🇨🇭 Global One SI - Prompt
🇺🇸 President Trump just said the entire country of Iran can be TAKEN OUT TOMORROW night. This could be a major escalation.
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“The entire country can be taken out in one night, and that night might be tomorrow night.” 🤣
-Donald Trump
-Donald Trump
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🇮🇷 MEANWHILE…
Iranian’s IRGC FM Araghchi:
“We do not want a ceasefire, not because of the war.”
“This time, this battle must be completed so that our enemies never even think of repeating these attacks and incursions again.”
“And I believe they have learned a good lesson so far.”
“Take this battle to the furthest extent necessary.”
What ‘lesson’ do you think he’s learned?
Iranian’s IRGC FM Araghchi:
“We do not want a ceasefire, not because of the war.”
“This time, this battle must be completed so that our enemies never even think of repeating these attacks and incursions again.”
“And I believe they have learned a good lesson so far.”
“Take this battle to the furthest extent necessary.”
What ‘lesson’ do you think he’s learned?