Japan just announced $2.3 trillion in tech investment.
Here are the details:
1. They plan to target $2.3 trillion in public-private investment by 2040 as part of a new growth strategy focused on AI, chips & space.
2. They are targeting 17 key sectors like artificial intelligence, semiconductors and quantum computing.
3. AI and semiconductors alone get $472 billion.
4. Other key sectors include data centers, batteries, biotech, games, anime and robotics.
5. They want to quintuple domestic chip sales to $250 billion annually.
But the bigger story is the timing.
Japan watched the US CHIPS Act unfold. They saw Europe scramble. They noticed TSMC and Microsoft already building on Japanese soil.
Japan is betting that soft power and hard tech can compound together.
Here are the details:
1. They plan to target $2.3 trillion in public-private investment by 2040 as part of a new growth strategy focused on AI, chips & space.
2. They are targeting 17 key sectors like artificial intelligence, semiconductors and quantum computing.
3. AI and semiconductors alone get $472 billion.
4. Other key sectors include data centers, batteries, biotech, games, anime and robotics.
5. They want to quintuple domestic chip sales to $250 billion annually.
But the bigger story is the timing.
Japan watched the US CHIPS Act unfold. They saw Europe scramble. They noticed TSMC and Microsoft already building on Japanese soil.
Japan is betting that soft power and hard tech can compound together.
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🇨🇭 Global One SI - Prompt
Classic Bezos-style wisdom "When you're under 40, never hire your friends. When you're over 40, only hire your friends" - Jeff Bezos at a panel interview in Paris alongside Blue Origin CEO David Limp For some context, Bezos founded Blue Origin in 2000 and…
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Jeff Bezos just compressed the entire AI race into one sentence. It has nothing to do with technology.
Bezos: “Think about the things that are not going to change over 10 years and those are probably the big things.”
Not a word about models. Not a word about compute. Just the oldest truth in commerce, dressed in the quietest language possible.
The whole industry is sprinting to predict the next disruption. Bezos is pointing at what has never been disrupted.
Bezos: “10 years from now customers are still gonna want low prices. I know they’re still gonna want fast delivery, and I just know they’re still gonna want big selection.”
Cheaper. Faster. More.
Those are not preferences. Those are instincts. Hardwired before we had fire, let alone software.
Bezos: “It’s impossible to imagine a scenario where 10 years from now a customer says, ‘I love Amazon, I just wish the prices were a little higher.’”
That sentence has never been spoken in the entire history of human commerce.
Now pull every headline and every hype cycle out of AI. Look at what remains.
Intelligence approaching free. Labor approaching free. Delivery approaching instant.
The most advanced technology in human history is not chasing the future. It is chasing the oldest demands the species has ever had.
Bezos: “When you identify the big things, you can tell they’re worth putting energy into because they’re stable in time.”
You do not need to outrun the market. You do not need to outpredict it. You need to see the thing it has always wanted and build into it until nothing on earth can move you.
The future was never a mystery. It was always just the past, moving faster.
Bezos: “Think about the things that are not going to change over 10 years and those are probably the big things.”
Not a word about models. Not a word about compute. Just the oldest truth in commerce, dressed in the quietest language possible.
The whole industry is sprinting to predict the next disruption. Bezos is pointing at what has never been disrupted.
Bezos: “10 years from now customers are still gonna want low prices. I know they’re still gonna want fast delivery, and I just know they’re still gonna want big selection.”
Cheaper. Faster. More.
Those are not preferences. Those are instincts. Hardwired before we had fire, let alone software.
Bezos: “It’s impossible to imagine a scenario where 10 years from now a customer says, ‘I love Amazon, I just wish the prices were a little higher.’”
That sentence has never been spoken in the entire history of human commerce.
Now pull every headline and every hype cycle out of AI. Look at what remains.
Intelligence approaching free. Labor approaching free. Delivery approaching instant.
The most advanced technology in human history is not chasing the future. It is chasing the oldest demands the species has ever had.
Bezos: “When you identify the big things, you can tell they’re worth putting energy into because they’re stable in time.”
You do not need to outrun the market. You do not need to outpredict it. You need to see the thing it has always wanted and build into it until nothing on earth can move you.
The future was never a mystery. It was always just the past, moving faster.
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Elon Musk just laid out why the probability you’re living in base reality is mathematically indistinguishable from zero.
Not as philosophy.
As arithmetic.
Any civilization that survives long enough builds the computing power to simulate a reality as real as its own.
That simulated reality produces conscious beings with no mechanism to know they aren’t original.
Those beings build their own simulations. The chain never breaks.
One original reality. Billions of simulated ones stacked inside each other.
No floor. No ceiling. No edge you could ever reach to find out.
Now tell yourself you’re in the original.
Musk: “If you apply Darwin to simulation theory, then only the most interesting simulations will continue. Therefore, the most interesting outcome is the most likely, because it’s either that or annihilation.”
Natural selection doesn’t just govern biology.
It governs which realities survive.
Boring simulations get terminated. Stagnant timelines get deleted. The only realities that persist are the ones worth the compute.
Musk: “We could be an alien Netflix series. And that series is only going to get continued if our ratings are good.”
The rise of artificial intelligence. The race to Mars. A species merging with its own technology.
This isn’t chaos.
This is a civilization that can’t afford to be boring.
And the man building the AI, the rockets, and the robots might understand something the rest of the species hasn’t processed yet.
Innovation isn’t ambition.
It’s how you keep a simulation from getting cancelled.
Musk: “Really we have one goal: keep it interesting.”
The question was never whether any of this is real.
It’s how many layers deep you are.
And that number might not even be finite.
Not as philosophy.
As arithmetic.
Any civilization that survives long enough builds the computing power to simulate a reality as real as its own.
That simulated reality produces conscious beings with no mechanism to know they aren’t original.
Those beings build their own simulations. The chain never breaks.
One original reality. Billions of simulated ones stacked inside each other.
No floor. No ceiling. No edge you could ever reach to find out.
Now tell yourself you’re in the original.
Musk: “If you apply Darwin to simulation theory, then only the most interesting simulations will continue. Therefore, the most interesting outcome is the most likely, because it’s either that or annihilation.”
Natural selection doesn’t just govern biology.
It governs which realities survive.
Boring simulations get terminated. Stagnant timelines get deleted. The only realities that persist are the ones worth the compute.
Musk: “We could be an alien Netflix series. And that series is only going to get continued if our ratings are good.”
The rise of artificial intelligence. The race to Mars. A species merging with its own technology.
This isn’t chaos.
This is a civilization that can’t afford to be boring.
And the man building the AI, the rockets, and the robots might understand something the rest of the species hasn’t processed yet.
Innovation isn’t ambition.
It’s how you keep a simulation from getting cancelled.
Musk: “Really we have one goal: keep it interesting.”
The question was never whether any of this is real.
It’s how many layers deep you are.
And that number might not even be finite.
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Oracle Co-Founder and Chairman Larry Ellison explains why the leap from inferencing to reasoning is the most important evolution in AI:
Most people still think of AI as a prediction engine.
They're already behind.
Ellison draws a clear line between what AI used to do and what it does now, and the gap between the two is larger than most people appreciate.
"Not long ago, what we called reasoning was called inferencing. People would talk about — we got to train the model, and then we're using the model — and when the model was reasoning, we reduced that to just inferencing, a type of reasoning. That's no longer true."
Early AI models did one thing well: they inferred.
They took an input, matched it against patterns, and produced an output. Fast and useful, but fundamentally limited. The model wasn't thinking, it was retrieving.
That era is over.
"They reason like we reason. They do deductions. They do inference. They do calculations. They have strategy. They have rules. All the reasoning techniques that we use, they simulate and use."
This is a meaningful shift. Reasoning is a different cognitive process altogether.
One that works through a problem step by step, weighs options, applies strategy, and arrives at conclusions through logic rather than pattern recognition.
And this shift has real-world consequences for how AI gets deployed.
Ellison points out that not every AI application has the luxury of time to reason.
Autonomous vehicles and robots require local, on-device compute because a delayed decision in the physical world carries real consequences.
"You need a very very low latency response time," he explains. "That's why all the Tesla cars, all the Tesla robots have to have local compute in the car, local compute in the robot to make an immediate decision."
But for tasks where time is available, writing code, solving complex problems, working through multi-step challenges, the model can do something closer to what we do when we sit down to think hard about something.
"If you're writing code, I can tell you what code to write and you can take a moment to think about it and then give an answer."
Two categories. Two different demands. But both powered by the same underlying evolution, from systems that infer to systems that reason.
And the ceiling on that reasoning? Still being discovered.
"They think a lot faster than we do and solve problems a lot faster than we do. Or they solve really complicated problems that we can't solve at all."
Most people still think of AI as a prediction engine.
They're already behind.
Ellison draws a clear line between what AI used to do and what it does now, and the gap between the two is larger than most people appreciate.
"Not long ago, what we called reasoning was called inferencing. People would talk about — we got to train the model, and then we're using the model — and when the model was reasoning, we reduced that to just inferencing, a type of reasoning. That's no longer true."
Early AI models did one thing well: they inferred.
They took an input, matched it against patterns, and produced an output. Fast and useful, but fundamentally limited. The model wasn't thinking, it was retrieving.
That era is over.
"They reason like we reason. They do deductions. They do inference. They do calculations. They have strategy. They have rules. All the reasoning techniques that we use, they simulate and use."
This is a meaningful shift. Reasoning is a different cognitive process altogether.
One that works through a problem step by step, weighs options, applies strategy, and arrives at conclusions through logic rather than pattern recognition.
And this shift has real-world consequences for how AI gets deployed.
Ellison points out that not every AI application has the luxury of time to reason.
Autonomous vehicles and robots require local, on-device compute because a delayed decision in the physical world carries real consequences.
"You need a very very low latency response time," he explains. "That's why all the Tesla cars, all the Tesla robots have to have local compute in the car, local compute in the robot to make an immediate decision."
But for tasks where time is available, writing code, solving complex problems, working through multi-step challenges, the model can do something closer to what we do when we sit down to think hard about something.
"If you're writing code, I can tell you what code to write and you can take a moment to think about it and then give an answer."
Two categories. Two different demands. But both powered by the same underlying evolution, from systems that infer to systems that reason.
And the ceiling on that reasoning? Still being discovered.
"They think a lot faster than we do and solve problems a lot faster than we do. Or they solve really complicated problems that we can't solve at all."
✍1
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Jonathan Ross, Founder and CEO of AI chip company Groq, offers a contrarian view: AI won't destroy jobs, it will create a labour shortage.
He outlines three things that will happen because of AI:
First, massive deflationary pressure.
"This cup of coffee is going to cost less. Your housing is going to cost less. Everything is going to cost less."
He explains this will happen through robots farming coffee more efficiently and better supply chain management, meaning people will need less money.
Second, people will opt out of the economy.
"They're going to work fewer hours. They're going to work fewer days a week, and they're going to work fewer years. They're going to retire earlier because they're going to be able to support their lifestyle working less."
Third, entirely new jobs and industries will emerge.
Jonathan points to history as evidence:
"Think about 100 years ago. 98% of the workforce in the United States was in agriculture. When we were able to reduce that to 2%, we found things for those other 98% of the population to do."
He continues:
"The jobs that are going to exist 100 years from now, we can't even contemplate."
Software developers didn't exist a century ago. In another century, they won't exist either, "because everyone's going to be vibe coding."
The same applies to influencers, a career that would have been unthinkable 100 years ago but now earns people millions.
His conclusion: deflationary pressure, workforce opt-outs, and new industries we can't yet imagine will combine to create one outcome...
"We're not going to have enough people."
He outlines three things that will happen because of AI:
First, massive deflationary pressure.
"This cup of coffee is going to cost less. Your housing is going to cost less. Everything is going to cost less."
He explains this will happen through robots farming coffee more efficiently and better supply chain management, meaning people will need less money.
Second, people will opt out of the economy.
"They're going to work fewer hours. They're going to work fewer days a week, and they're going to work fewer years. They're going to retire earlier because they're going to be able to support their lifestyle working less."
Third, entirely new jobs and industries will emerge.
Jonathan points to history as evidence:
"Think about 100 years ago. 98% of the workforce in the United States was in agriculture. When we were able to reduce that to 2%, we found things for those other 98% of the population to do."
He continues:
"The jobs that are going to exist 100 years from now, we can't even contemplate."
Software developers didn't exist a century ago. In another century, they won't exist either, "because everyone's going to be vibe coding."
The same applies to influencers, a career that would have been unthinkable 100 years ago but now earns people millions.
His conclusion: deflationary pressure, workforce opt-outs, and new industries we can't yet imagine will combine to create one outcome...
"We're not going to have enough people."
✍1
🇨🇭 Global One SI - Prompt
President Trump responds to reports that Iran is preparing to impose tolls on vessels transiting the Strait of Hormuz in 60 days. “There will be no tolls in the Hormuz Strait for 60 days during the cease fire period, and there will be no tolls after the 60…
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🚨Iran’s negotiating team arrived in Zurich, Switzerland
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"I love the smell of napalm in the morning "
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🇨🇭 Global One SI - Prompt
$KOSPI/USD H2 #Indicator #Signal #Trading #GlobalOneAI
55% of the KOSPI index is composed of two memory manufacturers: SK Hynix and Samsung.
Basically if the KOSPI falls, so do $MU, $SNDK, etc.
Basically if the KOSPI falls, so do $MU, $SNDK, etc.
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🇨🇭 Global One SI - Prompt
Traders trying to predict the market Trump & Iran
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🚢Vessels continued to enter and exit the strait of hormuz....even if Iran claiming it was closing it, traffic was seen moving
🇨🇭 Global One SI - Prompt
Traders trying to predict the market Trump & Iran
20 JUN 2026
#CopernicusEU #Sentinel2 🛰️📷
Kharg Island
The Post-MoU new order
Tankers are lining up to load oil.
Two oil tankers can be seen docked at Kharg Island Terminal, presumably loading crude oil, on Sentinel-2 satellite imagery, 20/06/2026.
In the waters east of the island around 20 tankers are lining up waiting to load oil.
🇮🇷-flagged "STREAM"
🇸🇹-flagged "IMPALAS"
#CopernicusEU #Sentinel2 🛰️📷
Kharg Island
The Post-MoU new order
Tankers are lining up to load oil.
Two oil tankers can be seen docked at Kharg Island Terminal, presumably loading crude oil, on Sentinel-2 satellite imagery, 20/06/2026.
In the waters east of the island around 20 tankers are lining up waiting to load oil.
🇮🇷-flagged "STREAM"
🇸🇹-flagged "IMPALAS"
👀1
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It’s only after we’ve lost everything, that we’re free to do anything.
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From 1957 to 2020, humanity launched roughly 60 to 120 rockets a year into orbit. For sixty years, the number barely moved.
The Space Race didn't break it. The Shuttle program didn't break it. The ISS didn't break it. Billions in government funding, Cold War urgency, national prestige. None of it pushed the curve past ~120 launches a year.
Then one company figured out how to land a booster and fly it again.
After 2020, the line goes vertical. 321 successful launches last year. A global record. And when you look at the chart, the entire spike is one color. SpaceX.
Russia, which dominated launch cadence for decades, has collapsed to a sliver. The rest of the US launch industry, the one that existed before SpaceX, hasn't grown at all. China is climbing, but from a small base.
Strip away SpaceX and the world is still on the plateau.
Sixty years of flat. Then reusability. Then vertical.
That's the thing about real inflection points. They don't look like gradual improvement. They look like someone broke the chart.
The rest of the industry didn't fall behind because they stopped trying.
They fell behind because the game changed and they were still building disposable rockets.
The Space Race didn't break it. The Shuttle program didn't break it. The ISS didn't break it. Billions in government funding, Cold War urgency, national prestige. None of it pushed the curve past ~120 launches a year.
Then one company figured out how to land a booster and fly it again.
After 2020, the line goes vertical. 321 successful launches last year. A global record. And when you look at the chart, the entire spike is one color. SpaceX.
Russia, which dominated launch cadence for decades, has collapsed to a sliver. The rest of the US launch industry, the one that existed before SpaceX, hasn't grown at all. China is climbing, but from a small base.
Strip away SpaceX and the world is still on the plateau.
Sixty years of flat. Then reusability. Then vertical.
That's the thing about real inflection points. They don't look like gradual improvement. They look like someone broke the chart.
The rest of the industry didn't fall behind because they stopped trying.
They fell behind because the game changed and they were still building disposable rockets.
🇨🇭 Global One SI - Prompt
President Trump responds to reports that Iran is preparing to impose tolls on vessels transiting the Strait of Hormuz in 60 days. “There will be no tolls in the Hormuz Strait for 60 days during the cease fire period, and there will be no tolls after the 60…
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THE BOSS OF ALL BOSSES!!!😎🇺🇸🔥🔥🔥
Elon looks like he’s losing the AI race right now.
But I’m starting to think he changed the game he’s playing.
Maybe the real plan is not just “build the best model.”
Maybe it’s becoming the biggest distributor of compute on the planet.
xAI, Tesla, X, Optimus, data centers, chips, energy, vehicles, robots.
If compute becomes the new oil, owning the pipes might matter more than winning a chatbot leaderboard.
Cope or real strategy?
But I’m starting to think he changed the game he’s playing.
Maybe the real plan is not just “build the best model.”
Maybe it’s becoming the biggest distributor of compute on the planet.
xAI, Tesla, X, Optimus, data centers, chips, energy, vehicles, robots.
If compute becomes the new oil, owning the pipes might matter more than winning a chatbot leaderboard.
Cope or real strategy?
The real singularity trigger is probably not some dramatic robot moment.
It’s the first AI lab that fully automates AI research itself.
Models designing better models. Agents running experiments. Automated labs testing ideas 24/7. No human bottleneck.
So who gets there first?
OpenAI, DeepMind, Anthropic, xAI, or some insane open source swarm?
It’s the first AI lab that fully automates AI research itself.
Models designing better models. Agents running experiments. Automated labs testing ideas 24/7. No human bottleneck.
So who gets there first?
OpenAI, DeepMind, Anthropic, xAI, or some insane open source swarm?
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The $10-$15 trillion total addressable market for AI, if it is successful, is actually "terrifying".
- The famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business.
The reason: AI as a tool is a much smaller market; AI as a replacement for human-jobs is where the giant market story comes from.
"The best-case scenario for AI, that $10 to $15 trillion market, will happen if ONLY it replaces people.
If AI is a tool, it’s going to be a much smaller market than if AI replaces people. So, the stories we’re telling about $10, $20 or $25 trillion markets are actually terrifying stories for the rest of the world.
Why? Because if that story comes true, half of all white-collar people are going to lose their jobs. And what are they going to do instead? Who’s going to come up with the income to buy the products and services?
If AI works as well as it’s supposed to and replaces people, how do we deal with that as a society? Because people lose their jobs. Not only do you lose your income, you lose your life’s meaning.."
- The famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business.
The reason: AI as a tool is a much smaller market; AI as a replacement for human-jobs is where the giant market story comes from.
"The best-case scenario for AI, that $10 to $15 trillion market, will happen if ONLY it replaces people.
If AI is a tool, it’s going to be a much smaller market than if AI replaces people. So, the stories we’re telling about $10, $20 or $25 trillion markets are actually terrifying stories for the rest of the world.
Why? Because if that story comes true, half of all white-collar people are going to lose their jobs. And what are they going to do instead? Who’s going to come up with the income to buy the products and services?
If AI works as well as it’s supposed to and replaces people, how do we deal with that as a society? Because people lose their jobs. Not only do you lose your income, you lose your life’s meaning.."
🇨🇭 Global One SI - Prompt
🚢Vessels continued to enter and exit the strait of hormuz....even if Iran claiming it was closing it, traffic was seen moving
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How the dude with a $50 stock portfolio is monitoring the situation after Trump closes the Strait of Hormuz