🇨🇳China burns more electricity than the next 2 economies combined.
China consumes 8.9 trillion kWh a year, 2.2x 🇺🇸 the US at 4.1T
🇮🇳India is a distant 3rd at 1.5T, then 🇷🇺Russia at 1.0T.
Add up the US, India and Russia and you still trail China.
Electricity is the new hard ceiling on AI and industrial scale.
Compute, EVs, and data centers all cash out as kilowatt-hours, and China already has the biggest grid feeding them.
The AI race and the energy race are the same race.
Whoever can add terawatt-hours fastest sets the pace, and right now that's not the US.
France at 412.6B kWh, the most nuclear-heavy grid on the board.
Who closes the gap with China first, and on what fuel?
China consumes 8.9 trillion kWh a year, 2.2x 🇺🇸 the US at 4.1T
🇮🇳India is a distant 3rd at 1.5T, then 🇷🇺Russia at 1.0T.
Add up the US, India and Russia and you still trail China.
Electricity is the new hard ceiling on AI and industrial scale.
Compute, EVs, and data centers all cash out as kilowatt-hours, and China already has the biggest grid feeding them.
The AI race and the energy race are the same race.
Whoever can add terawatt-hours fastest sets the pace, and right now that's not the US.
France at 412.6B kWh, the most nuclear-heavy grid on the board.
Who closes the gap with China first, and on what fuel?
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📈 The S&P 500 added $5 trillion in 2026.
AI stocks added $6 trillion.
The math only works because everything else is shrinking.
AI names contributed +$6T, energy +$200B, and every other sector combined erased -$1T.
The index is up because 2 sectors are carrying a market that's otherwise down.
all the gains trace to 84 firms, plus 22 energy stocks.
AI-linked names are now 47% of total S&P 500 market cap, near a record and up from 27% in early 2023.
energy it's the only non-AI sector still adding value, which makes it the market's real diversification trade, not a sideshow.
When the AI bid pauses, the breadth question gets answered fast.
If 47% of the index is one theme, what's actually holding up the other 53%?
AI stocks added $6 trillion.
The math only works because everything else is shrinking.
AI names contributed +$6T, energy +$200B, and every other sector combined erased -$1T.
The index is up because 2 sectors are carrying a market that's otherwise down.
all the gains trace to 84 firms, plus 22 energy stocks.
AI-linked names are now 47% of total S&P 500 market cap, near a record and up from 27% in early 2023.
energy it's the only non-AI sector still adding value, which makes it the market's real diversification trade, not a sideshow.
When the AI bid pauses, the breadth question gets answered fast.
If 47% of the index is one theme, what's actually holding up the other 53%?
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When the new intern asks me to describe the manager who just left the company (I'm taking his job):
GPT 5.6 will beat Fable 5 where it actually matters: real world usage.
The big difference will be agents.
Planning, tool use, long context, recovering from mistakes, finishing messy tasks without constant babysitting.
That’s the stuff people will feel every day.
Benchmarks are nice.
Reliable agents are the real product.
The big difference will be agents.
Planning, tool use, long context, recovering from mistakes, finishing messy tasks without constant babysitting.
That’s the stuff people will feel every day.
Benchmarks are nice.
Reliable agents are the real product.
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If Elon Musk can expose how unprofitable LLMs are by suddenly announcing drastic cost cutting measures, then it destroys Sam Altman before he has a chance to IPO.
Thus completing the circle of revenge Elon has been planning for years.
Thus completing the circle of revenge Elon has been planning for years.
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🇨🇭 Global One SI - Prompt
Photo
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We've officially entered the endgame...
🇨🇭 Global One SI - Prompt
THE BOSS OF ALL BOSSES!!!😎🇺🇸🔥🔥🔥
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Iran’s negotiating team every time Trump hits post
🇨🇭 Global One SI - Prompt
Whoever controls energy and compute will be the new Rockefeller.
Controversial Opinion: If you replace all of your employees with AI then you no longer own your company...
Anthropic does.
Anthropic does.
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ANTHROPIC HAS GONE FROM $4 BILLION TO $965 BILLION IN JUST 3 YEARS
Here is every funding round in the company's history:
- 2021: Founded
- 2023: $4.1B valuation (early fundraising)
- March 2025: $61.5B valuation (Series E)
- September 2025: $183B valuation (Series F)
- February 2026: $380B valuation (Series G)
- May 2026: $965B valuation (Series H)
That is a 235x increase in valuation in roughly 3 years from 2023 to today.
For context: Anthropic now has a $47 billion annual revenue run rate. It had $1 billion in run rate revenue at the start of 2025.
The company has filed confidentially for an IPO at a $965 billion valuation. It would be the second largest company to ever go public behind SpaceX.
Here is every funding round in the company's history:
- 2021: Founded
- 2023: $4.1B valuation (early fundraising)
- March 2025: $61.5B valuation (Series E)
- September 2025: $183B valuation (Series F)
- February 2026: $380B valuation (Series G)
- May 2026: $965B valuation (Series H)
That is a 235x increase in valuation in roughly 3 years from 2023 to today.
For context: Anthropic now has a $47 billion annual revenue run rate. It had $1 billion in run rate revenue at the start of 2025.
The company has filed confidentially for an IPO at a $965 billion valuation. It would be the second largest company to ever go public behind SpaceX.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨The Iranian delegation just walked out of the Switzerland talks.
The oil market should be paying closer attention than it is.
New footage shows the Iranian team leaving the venue in protest over Trump's threats, and VP JD Vance moving straight into talks with Pakistani PM Shehbaz Sharif right after the exit.
A walkout isn't a pause.
It's a signal that the diplomatic track is fragile.
On Monday I said this peace wasn't stable, and the price action keeps proving it.
As long as the negotiating table stays empty, the risk premium has room to build, and I think crude grinds higher this week.
The oil market should be paying closer attention than it is.
New footage shows the Iranian team leaving the venue in protest over Trump's threats, and VP JD Vance moving straight into talks with Pakistani PM Shehbaz Sharif right after the exit.
A walkout isn't a pause.
It's a signal that the diplomatic track is fragile.
On Monday I said this peace wasn't stable, and the price action keeps proving it.
As long as the negotiating table stays empty, the risk premium has room to build, and I think crude grinds higher this week.
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The real war isn’t political. It’s theological.
Xueqin Jiang: “You have to replace God with another God. You can’t just not have God.”
Money has been the operating system of human civilization for centuries. Not a tool. A deity.
Every structure of power exists to serve the people who control the ledger.
Jiang: “Finance wants to maintain money as the God, and the tech sector wants to promote AI as the God.”
You cannot dismantle a ruling class by attacking their capital. You have to replace their god.
Jiang: “Most people see it as a struggle between the left and the right, but if you go deeper, it becomes one of globalist versus nationalist. And then if you go deeper, it’s also a conflict between finance versus the tech sector.”
Left versus right. The culture wars. The populist uprising. Surface tremors above a fault line most people will never see.
Finance built civilization on scarcity. AI is about to make intelligence infinite. One of those systems survives.
Jiang: “The tech sector is trying to replace finance, but finance is like, ‘screw you, I’ve been in power for like hundreds of years, I’m not going to go away peacefully.’”
No god abdicates willingly. But every time humanity replaced a dying god, we expanded. The printing press broke the Church’s monopoly on knowledge. Democracy broke the monarchy’s monopoly on power.
The god of scarcity does not survive the age of abundance. This is not a collapse. It is the destruction of a prison.
Everything you thought was politics was a succession crisis between gods.
Xueqin Jiang: “You have to replace God with another God. You can’t just not have God.”
Money has been the operating system of human civilization for centuries. Not a tool. A deity.
Every structure of power exists to serve the people who control the ledger.
Jiang: “Finance wants to maintain money as the God, and the tech sector wants to promote AI as the God.”
You cannot dismantle a ruling class by attacking their capital. You have to replace their god.
Jiang: “Most people see it as a struggle between the left and the right, but if you go deeper, it becomes one of globalist versus nationalist. And then if you go deeper, it’s also a conflict between finance versus the tech sector.”
Left versus right. The culture wars. The populist uprising. Surface tremors above a fault line most people will never see.
Finance built civilization on scarcity. AI is about to make intelligence infinite. One of those systems survives.
Jiang: “The tech sector is trying to replace finance, but finance is like, ‘screw you, I’ve been in power for like hundreds of years, I’m not going to go away peacefully.’”
No god abdicates willingly. But every time humanity replaced a dying god, we expanded. The printing press broke the Church’s monopoly on knowledge. Democracy broke the monarchy’s monopoly on power.
The god of scarcity does not survive the age of abundance. This is not a collapse. It is the destruction of a prison.
Everything you thought was politics was a succession crisis between gods.
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