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When you realize the hardest skill in trading is waiting.
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▪️Market expectations (Fed rate):
- Raise of the rate in September 2026.
▪️Reuters:
- Kevin Warsh emphasized the fight against inflation and practically abandoned traditional signals about the Fed's future monetary policy.
- 9 out of 19 Fed members now allow at least one rate hike before the end of the year.
▪️Financial Times:
- Kevin Warsh refused to publish his own rate forecast in the "dot plot".
- The new Fed chairman is deliberately reducing the volume of forecasts and market signals.
- His style is compared to the era of Alan Greenspan: fewer promises, more uncertainty.
▪️JPMorgan:
- The "dot plot" showed an increase in the number of Fed members expecting a higher rate in 2026-2027.
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Universal Capital Ownership can be built inside the current system.
No revolution required.
Create a national citizen wealth fund.
Every citizen gets a personal account at birth. You can’t sell the core ownership stake, so rich people can’t just buy everyone out. You only receive dividends.
Then fund it from the places where AI creates massive new wealth.
They own a tiny piece of the
Would you support this, or does it sound too unrealistic?
No revolution required.
Create a national citizen wealth fund.
Every citizen gets a personal account at birth. You can’t sell the core ownership stake, so rich people can’t just buy everyone out. You only receive dividends.
Then fund it from the places where AI creates massive new wealth.
They own a tiny piece of the
Would you support this, or does it sound too unrealistic?
The OpenAI thing I’m weirdly most excited about is the automated AI researcher intern.
If this really ships this fall, it could be one of those quiet products that ends up changing everything.
An AI that can read papers, test ideas, write code, run experiments, compare results, and help researchers move faster.
Scientific progress is already too slow for how much is on the line.
If AI starts compounding research itself, that’s where things get insane fast.
If this really ships this fall, it could be one of those quiet products that ends up changing everything.
An AI that can read papers, test ideas, write code, run experiments, compare results, and help researchers move faster.
Scientific progress is already too slow for how much is on the line.
If AI starts compounding research itself, that’s where things get insane fast.
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Trump brags new AF1 'luxury not seen even outside a plane'
That bed looks perfect for all-night posting
That bed looks perfect for all-night posting
HERE IS THE FULL SPACEX $SPCX SHARE UNLOCK TIMELINE
Right now only 4.9% of shares are in the free float.
Here is how that changes over the next 14 months:
Early unlock window (Jul - Dec 2026):
Aug 8: 11.8%
Aug 20: 15.2%
Sep 9: 17.7%
Sep 24: 20.1%
Oct 9: 22.6%
Oct 24: 25.1%
Nov: 27.6% → 37.5%
Dec 8: 40.0%
On Day 366, June 12, 2027: Elon's 46.1% stake becomes eligible ... The free float jumps from 50.8% to 96.9% in a single day.
By September 2027 the float reaches 100%.
Right now only 4.9% of shares are in the free float.
Here is how that changes over the next 14 months:
Early unlock window (Jul - Dec 2026):
Aug 8: 11.8%
Aug 20: 15.2%
Sep 9: 17.7%
Sep 24: 20.1%
Oct 9: 22.6%
Oct 24: 25.1%
Nov: 27.6% → 37.5%
Dec 8: 40.0%
On Day 366, June 12, 2027: Elon's 46.1% stake becomes eligible ... The free float jumps from 50.8% to 96.9% in a single day.
By September 2027 the float reaches 100%.
Humanoid Robot Makers. June 2026.
Full details from the image table.
‣ FIGURE
➤ HQ: US
➤ Valuation: $39B private
➤ Flagship robot: Figure 03
➤ AI brain: Helix VLA in house
➤ Traction: Production near 1 robot every 90 minutes. Target 100k units. Pilots with BMW and UPS.
‣ TESLA
➤ HQ: US
➤ Funding context: Part of Tesla. Around $20B 2026 capex
➤ Flagship robot: Optimus
➤ AI brain: In house vision and FSD derived
➤ Traction: Output planned from mid 2026. Target 1M units per year. Target price under $20k. No working deployment listed yet.
‣ NEURA ROBOTICS
➤ HQ: Germany
➤ Valuation: Around $5B to $7B private
➤ Flagship robot: 4NE 1
➤ AI brain: NEURAverse and AURA in house
➤ Traction: Target of 5M robots by 2030. Around €1B in orders booked.
‣ UNITREE
➤ HQ: China
➤ Valuation: Around $6.2B. IPO expected June 2026
➤ Flagship robots: R1. G1. H1
➤ AI brain: UnifoLM in house
➤ Traction: Profitable since 2020. G1 starts around $16k.
‣ AGIBOT ZHIYUAN
➤ HQ: China
➤ Valuation: Around $5B to $6.4B. HK IPO expected 2026
➤ Flagship robots: A2. A3. Lingxi X2
➤ AI brain: GO 1 in house
➤ Traction: Number 1 humanoid shipper in 2025 with 5168 units. Target above 10k units by 2026.
‣ UBTECH
➤ HQ: China
➤ Valuation: Around $7B public. HKEX 9880
➤ Flagship robot: Walker S2
➤ AI brain: Co Agent and BrainNet in house
➤ Traction: Around $112M in orders. Target of 5k units per year by 2026. Customers include BYD and Foxconn.
‣ APPTRONIK
➤ HQ: US
➤ Valuation: Around $5B private
➤ Flagship robot: Apollo
➤ AI brain: Google DeepMind Gemini Robotics partner
➤ Traction: Pilots with Mercedes Benz and GXO. New robot expected in 2026.
‣ GALBOT
➤ HQ: China
➤ Valuation: More than $2.9B private
➤ Flagship robot: Wheeled humanoid
➤ AI brain: In house
➤ Traction: Thousands ordered. Customers include CATL. Bosch. Toyota. SAIC.
‣ AGILITY ROBOTICS
➤ HQ: US
➤ Valuation: Around $2.1B private
➤ Flagship robot: Digit
➤ AI brain: In house
➤ Traction: Around 100 deployed. Customers include Amazon. GXO. Spanx. RaaS around $30 per hour.
‣ 1X
➤ HQ: US with Norwegian roots
➤ Funding: Around $820M confirmed. $10B target unverified
➤ Flagship robot: NEO
➤ AI brain: Redwood VLA and world model in house
➤ Traction: Home robot. Price around $20k or $499 per month. EQT target up to 10k units.
‣ SUNDAY
➤ HQ: US
➤ Valuation: $1.15B private
➤ Flagship robot: Home robot
➤ AI brain: ACT 1 model in house
➤ Traction: Human demo trained. 50 home beta planned for late 2026.
‣ BOSTON DYNAMICS
➤ HQ: US. Hyundai owned
➤ Funding context: Part of Hyundai Electric
➤ Flagship robot: Atlas
➤ AI brain: In house with Toyota Research
➤ Traction: Atlas planned for Hyundai factories in 2026. Around 30k units per year planned.
Full details from the image table.
‣ FIGURE
➤ HQ: US
➤ Valuation: $39B private
➤ Flagship robot: Figure 03
➤ AI brain: Helix VLA in house
➤ Traction: Production near 1 robot every 90 minutes. Target 100k units. Pilots with BMW and UPS.
‣ TESLA
➤ HQ: US
➤ Funding context: Part of Tesla. Around $20B 2026 capex
➤ Flagship robot: Optimus
➤ AI brain: In house vision and FSD derived
➤ Traction: Output planned from mid 2026. Target 1M units per year. Target price under $20k. No working deployment listed yet.
‣ NEURA ROBOTICS
➤ HQ: Germany
➤ Valuation: Around $5B to $7B private
➤ Flagship robot: 4NE 1
➤ AI brain: NEURAverse and AURA in house
➤ Traction: Target of 5M robots by 2030. Around €1B in orders booked.
‣ UNITREE
➤ HQ: China
➤ Valuation: Around $6.2B. IPO expected June 2026
➤ Flagship robots: R1. G1. H1
➤ AI brain: UnifoLM in house
➤ Traction: Profitable since 2020. G1 starts around $16k.
‣ AGIBOT ZHIYUAN
➤ HQ: China
➤ Valuation: Around $5B to $6.4B. HK IPO expected 2026
➤ Flagship robots: A2. A3. Lingxi X2
➤ AI brain: GO 1 in house
➤ Traction: Number 1 humanoid shipper in 2025 with 5168 units. Target above 10k units by 2026.
‣ UBTECH
➤ HQ: China
➤ Valuation: Around $7B public. HKEX 9880
➤ Flagship robot: Walker S2
➤ AI brain: Co Agent and BrainNet in house
➤ Traction: Around $112M in orders. Target of 5k units per year by 2026. Customers include BYD and Foxconn.
‣ APPTRONIK
➤ HQ: US
➤ Valuation: Around $5B private
➤ Flagship robot: Apollo
➤ AI brain: Google DeepMind Gemini Robotics partner
➤ Traction: Pilots with Mercedes Benz and GXO. New robot expected in 2026.
‣ GALBOT
➤ HQ: China
➤ Valuation: More than $2.9B private
➤ Flagship robot: Wheeled humanoid
➤ AI brain: In house
➤ Traction: Thousands ordered. Customers include CATL. Bosch. Toyota. SAIC.
‣ AGILITY ROBOTICS
➤ HQ: US
➤ Valuation: Around $2.1B private
➤ Flagship robot: Digit
➤ AI brain: In house
➤ Traction: Around 100 deployed. Customers include Amazon. GXO. Spanx. RaaS around $30 per hour.
‣ 1X
➤ HQ: US with Norwegian roots
➤ Funding: Around $820M confirmed. $10B target unverified
➤ Flagship robot: NEO
➤ AI brain: Redwood VLA and world model in house
➤ Traction: Home robot. Price around $20k or $499 per month. EQT target up to 10k units.
‣ SUNDAY
➤ HQ: US
➤ Valuation: $1.15B private
➤ Flagship robot: Home robot
➤ AI brain: ACT 1 model in house
➤ Traction: Human demo trained. 50 home beta planned for late 2026.
‣ BOSTON DYNAMICS
➤ HQ: US. Hyundai owned
➤ Funding context: Part of Hyundai Electric
➤ Flagship robot: Atlas
➤ AI brain: In house with Toyota Research
➤ Traction: Atlas planned for Hyundai factories in 2026. Around 30k units per year planned.
🇨🇭 Global One SI - Prompt
/goal and /loop is the most powerful way to use Claude Code. You can run Opus 4.8 for hours with minimal manual intervention. Use /goal for quick tasks. Use /loop for long, complex sessions. Here's exactly how (cheatsheet)
GLM-5.2 - The Complete Guide.
Everything you need to know: how to set it up, how to prompt, tips, and more.
Everything you need to know: how to set it up, how to prompt, tips, and more.
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🇨🇭 Global One SI - Prompt
Universal Capital Ownership can be built inside the current system. No revolution required. Create a national citizen wealth fund. Every citizen gets a personal account at birth. You can’t sell the core ownership stake, so rich people can’t just buy everyone…
My proposal for the transition to a post labor economy:
Don’t wait until millions are displaced and then panic with welfare patches.
Create an Automation Swap.
Any company that replaces large amounts of human labor with AI or robots gets tax breaks, faster permits, cheaper energy, and access to public compute.
But in return, it must give a small equity share or revenue share into a citizen wealth fund.
That fund pays out basic capital dividends and funds universal services like healthcare, housing credits, food staples, transport, education, and personal AI agents.
At the same time, working hours shrink by default.
First 4 days.
Then 3.
Then 2.
The goal is not to “save every job.”
That’s nostalgia cosplay.
The goal is to make sure automation buys people freedom instead of turning everyone into renters in a machine owned by five companies.
Let AI take the labor.
Let humans keep the upside.
Would you support this kind of deal?
Don’t wait until millions are displaced and then panic with welfare patches.
Create an Automation Swap.
Any company that replaces large amounts of human labor with AI or robots gets tax breaks, faster permits, cheaper energy, and access to public compute.
But in return, it must give a small equity share or revenue share into a citizen wealth fund.
That fund pays out basic capital dividends and funds universal services like healthcare, housing credits, food staples, transport, education, and personal AI agents.
At the same time, working hours shrink by default.
First 4 days.
Then 3.
Then 2.
The goal is not to “save every job.”
That’s nostalgia cosplay.
The goal is to make sure automation buys people freedom instead of turning everyone into renters in a machine owned by five companies.
Let AI take the labor.
Let humans keep the upside.
Would you support this kind of deal?
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🇨🇳 🇺🇸 China may not have won the frontier AI race yet but it is clearly winning the usage, cost, and adoption battles.
📈 On OpenRouter, weekly usage of Chinese AI models has surged since the start of 2026 to the point where it now far exceeds US models on the platform. OpenRouter does not represent the entire AI market, nor the revenues of OpenAI, Anthropic, Google, or Microsoft, but it is a strong signal of developer/API usage meaning an actual form of demand.
➡️ Chinese models do not need to be the best in the world across every benchmark to become dangerous. They mainly need to be good enough, much cheaper, easy to integrate and capable of addressing the majority of use cases. For many companies, the priority isn't necessarily to access the most powerful model but to use a reliable, fast, affordable and scalable one.
⚠️ However, more tokens do not necessarily mean more revenue but this clearly shows that competitive pressure is rising. If Chinese models continue to gain usage, they could put pressure on pricing, margins, and the premium attached to closed US models. For me, the narrative that American models will capture everything is becoming too simplistic.
The next phase of AI will obviously be a monetization battle.
📈 On OpenRouter, weekly usage of Chinese AI models has surged since the start of 2026 to the point where it now far exceeds US models on the platform. OpenRouter does not represent the entire AI market, nor the revenues of OpenAI, Anthropic, Google, or Microsoft, but it is a strong signal of developer/API usage meaning an actual form of demand.
➡️ Chinese models do not need to be the best in the world across every benchmark to become dangerous. They mainly need to be good enough, much cheaper, easy to integrate and capable of addressing the majority of use cases. For many companies, the priority isn't necessarily to access the most powerful model but to use a reliable, fast, affordable and scalable one.
⚠️ However, more tokens do not necessarily mean more revenue but this clearly shows that competitive pressure is rising. If Chinese models continue to gain usage, they could put pressure on pricing, margins, and the premium attached to closed US models. For me, the narrative that American models will capture everything is becoming too simplistic.
The next phase of AI will obviously be a monetization battle.
🇨🇭 Global One SI - Prompt
🚨BREAKING: TRUMP ON ANTHROPIC REPORTER: Do you view Anthropic and to a degree its CEO, Dario Amodei, as a threat to national security? TRUMP: "Well, not now, but a week ago, maybe. I was with him yesterday, he made a speech... seemed like a nice guy, smart…
FABLE 5 might soon be out of custody?
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“Success requires massive action.”
- Jim Rohn.
- Jim Rohn.
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