I keep wondering if Apple can actually survive the AI revolution.

The iPhone won because it became the center of our digital lives.

But as soon as real AI first devices arrive, the whole game changes.

Phones become less important.

Apps become less important.

The interface becomes the agent.

And I’m not sure Apple is ready for that shift.

I honestly think there’s maybe a 20% chance we actually make it to a post-labor, abundance society with post-aging tech.

Not because the tech won’t be possible.

Because humans are insanely good at fighting against their own best future.

Petty politics, religious dogma, tribal nonsense, fear of change.

We might literally build the doorway to paradise and then burn it down because the wrong team opened it first.

$DXY The 🇺🇸 Dollar has broken out right on schedule.

It's now beginning its epic run to 160+ which would suggest a global sovereign debt crisis and economic reset is coming.

Nebius $NBIS launches Nebius AI Cloud 3.6 "Aether" featuring an AI agent designed to automate core infrastructure operations safely.

The rollout introduces customer managed encryption keys, a native budgeting system, and storage clusters up to 100 petabytes.

$IREN $NBIS $MRVL $CRWV $HUT | Microsoft has completed construction on the first data center in Mount Pleasant, Wisconsin, which is now fully operational.

The facility anchors a $4.7 billion local infrastructure investment and houses the world’s most powerful AI supercomputer.

Scott Bessent officially admits the U.S. attacked Iran to strengthen the Dollar.

🚨 The 10 biggest miners on earth are worth $2.62 TRILLION.

And one metal is taking over the top of the list: copper.

Together these 10 companies pull in $1.107 trillion in revenue and $272 billion in EBITDA.

BHP leads at $235B, ahead of Rio Tinto ($172B) and Southern Copper ($162.3B).

Look closer at the metals and the story jumps out.

Copper is everywhere near the top.

Southern Copper, Freeport-McMoRan, and Grupo Mexico are all copper-first, plus the diversified giants.

This is the energy transition rewriting the mining hierarchy in real time.

Every EV, grid, and data center runs on copper.

The market is pricing that future now.

Gold still anchors the list too.

Newmont, Agnico Eagle, and Barrick hold 3/10 spots.

But the real shock is the YTD leader: China Tungsten, up +233.8%, as critical minerals go parabolic.

The whole group averaged +14.8% YTD at just 10.3x EV/EBITDA.

The companies racing Elon Musk to build AI are paying him more than 2 billion dollars a month to do it.

Anthropic pays SpaceX 1.25 billion dollars a month. Google pays 920 million. They are not buying rockets. They are renting compute, the scarce Nvidia chips that train frontier models, from a data center in Memphis called Colossus that Musk's rocket company now owns. SpaceX folded xAI into itself in February, and with it the 220,000 chips built to train Grok. Then it rented them to Grok's rivals. Anthropic took the entire first building. Google leased 110,000 more. The contracts signed so far run past 80 billion dollars.

SpaceX is no longer a rocket company that dabbles in AI. It is one of the largest AI compute landlords on Earth, and its biggest tenants are the rivals it is trying to beat.

Musk is not choosing between building AI on the ground and building it in space. He is using one to fund the other. The 80 billion in ground contracts is the cash engine. Starmind, the million-satellite constellation built to leave the ground behind, is what the cash builds.

So the rivals are financing his exit from the planet. Every dollar Anthropic and Google pay for compute in Memphis helps fund the orbital network designed to strand them on the surface. They are paying the toll on the road they are trying to win, and the toll is building Musk a road no one else can reach.

The piece works out who is really renting from whom.

🇺🇸 TRUMP: “America’s 250th year is set for an economic boom.”

Which AI lab actually survives the next 10 years?

OpenAI, Anthropic, xAI, Meta, or Google DeepMind?

The AI race feels unstoppable right now, but I doubt all of them make it to the end.

Compute costs are insane, talent wars are brutal, and distribution might matter more than benchmarks.

My bet is that at least one “obvious winner” today won’t exist in its current form by 2036.

Who survives?

🚨 BREAKING: Claude Code v2.1.190 introduces several string changes that hint at preparations for a Fable 5 return, with it being permanently included in subscriptions with weekly usage.

The string "You've used your Fable 5 usage for this week" has been added, and "purchased separately from your plan" has been removed

me: Claude Fable 5 could return very soon, keep calm and composed people

also me:

Delusional traders anytime the market experiences a crash

A fresh group of Polymarket wallets have been identified.

They already made over $24,200,000 in the first 10 days of 2026 World Cup.

Reminder

For the first time ever, 8 Codex AutoResearch agents brought a robot fleet to life, achieving end-to-end success on real-world tasks with NO HUMAN BRIDGE in between.

"NVIDIA's ENPIRE framework enables AI agents to analyze failures, rewrite code, retrain policies, read research papers, and launch new experiments autonomously."

"This system was powered by 8 Codex-based agents operating across a fleet of real robots."

"ENPIRE successfully learned challenging tasks including GPU installation, pin organization, zip-tie cutting, and Push-T manipulation."

"In one demonstration, robots learned to precisely insert a GPU into a motherboard with millimeter-level accuracy."

"The framework achieved up to 99% success rates through continuous self-improvement on real hardware."

"Researchers also discovered a new form of physical scaling, where larger robot fleets generate more real-world experience and accelerate learning."

"Instead of humans running the robotics research loop, AI agents can now perform much of the cycle themselves."

research.nvidia.com/labs/gear/enpire/

🚨 Fable 5 Is Back It will be released today

>References to Fable 5 being >purchased separately were removed.
>New messages about weekly usage limits appeared.
>New "included usage" strings were added.
>Fable 5 has reappeared in Amazon Bedrock

Are you ready today?

It takes one big win to cancel out all the losses.

Just one win.

Claude Fable 5 is back and GPT-5.6 is set to launch.

But do you know….

You can use now Codex in Claude Code 🤯

OpenAI has dropped a plugin that lets you run Codex directly inside Claude Code.

Code reviews, adversarial reviews, background tasks…one command to install:

/plugin install codex@openai-codex

github.com/openai/codex-plugin-cc

Someone built a small Model Switcher for Codex

Switch accounts, switch models, use custom providers, even use proxy support.

And yes, it’s fully open source.

github.com/hieunc229/CodexModelSwitcher

PNDbotics Adam is doing more than a box climb here.

Watch the hands before the legs.

The robot plants its upper body on the wooden platform shifts mass forward brings one knee onto the edge and then rebuilds balance before standing on top.

That sequence is the hard part. It forces the controller to manage contact torque and body posture across changing support points.

Adam is a 1.67 m humanoid platform in the 60 kg class with up to 43 degrees of freedom depending on the version. PNDbotics says its locomotion stack combines whole-body control model predictive control and reinforcement learning.

The visible overhead safety line makes this a controlled lab test. The value is still clear. Humanoids are moving from clean walking demos toward messy transitions where hands hips knees and feet work together.

That is the bridge between viral robot motion and useful factory mobility.

NVIDIA CEO right now: