🇨🇭 Global One SI - Prompt
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Marco Rubio finding out he has to run Anthropic now too.
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The red button.
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
How to read it, base to frontier:
🔴 Energy & Storage
🟠 Semis & Memory
🟡 Photonics & Optical
🟢 Compute & Neoclouds
🔵 Physical AI → robotics, autonomy, defense
🟣 Space
Nothing higher up runs without the layers beneath it.
🔴 Energy & Storage
🟠 Semis & Memory
🟡 Photonics & Optical
🟢 Compute & Neoclouds
🔵 Physical AI → robotics, autonomy, defense
🟣 Space
Nothing higher up runs without the layers beneath it.
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
🔴 Energy & Storage ⚡ the foundation
The AI data center is now a power problem. Whoever makes the electrons and stores them gets paid first.
$TE → US solar plus battery storage, building a domestic supply chain and pushing into data-center power.
$FLNC → grid-scale battery storage and software, one of the largest pure-plays.
$BE → fuel cells that put power right next to the load, increasingly at data centers.
The AI data center is now a power problem. Whoever makes the electrons and stores them gets paid first.
$TE → US solar plus battery storage, building a domestic supply chain and pushing into data-center power.
$FLNC → grid-scale battery storage and software, one of the largest pure-plays.
$BE → fuel cells that put power right next to the load, increasingly at data centers.
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
🟠 Semis & Memory 🧠 the substrate
The memory supercycle is real, and everyone already owns the logos:
$MU → DRAM and HBM
$SNDK → NAND flash
SK Hynix → the HBM leader (US OTC $HXSCL, US IPO reportedly August)
Where I would rather sit is the layer they all depend on:
$ADEA → licenses the IP, paid no matter who wins the node
$PENG → memory systems and CXL pooling for the AI bottleneck
The memory supercycle is real, and everyone already owns the logos:
$MU → DRAM and HBM
$SNDK → NAND flash
SK Hynix → the HBM leader (US OTC $HXSCL, US IPO reportedly August)
Where I would rather sit is the layer they all depend on:
$ADEA → licenses the IP, paid no matter who wins the node
$PENG → memory systems and CXL pooling for the AI bottleneck
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
🟡 Photonics & Optical 💡 the interconnect
Copper runs out of room at AI speed. The data moves on light, and the hard part is the laser inside the optics.
$AAOI → vertically integrated optics, makes its own indium phosphide lasers
$CRDO → connectivity leader moving into optics
$SIVEF → the upstream laser and optical-engine supplier, early and underowned $SIVE
Copper runs out of room at AI speed. The data moves on light, and the hard part is the laser inside the optics.
$AAOI → vertically integrated optics, makes its own indium phosphide lasers
$CRDO → connectivity leader moving into optics
$SIVEF → the upstream laser and optical-engine supplier, early and underowned $SIVE
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
🟢 Compute & Neoclouds 🖥️ the engines
Where the capex actually lands. The independents renting out AI compute.
$NBIS → full-stack AI cloud at scale
$IREN → power-first operator turning owned energy into compute
$WYFI → emerging neocloud, Cerebras live
Where the capex actually lands. The independents renting out AI compute.
$NBIS → full-stack AI cloud at scale
$IREN → power-first operator turning owned energy into compute
$WYFI → emerging neocloud, Cerebras live
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
🔵 Physical AI 🤖 robotics, autonomy, defense
Intelligence that leaves the data center and moves in the real world.
$AMBA → edge AI vision, the eyes for autonomy
$KRKNF → subsea robotics and sonar, underowned
$OUST → LiDAR for machines in the physical world
$ONDS → defense and infrastructure drones with revenue inflecting 10x, $PLTR on the cap table and the order book finally catching the story
$AUR → driverless trucks already hauling freight on Texas highways, the pure-play that put autonomy into revenue
$MRLN → taking the pilot out of the cockpit, defense-funded through a USSOCOM C-130J autonomy program that just cleared its design review
Intelligence that leaves the data center and moves in the real world.
$AMBA → edge AI vision, the eyes for autonomy
$KRKNF → subsea robotics and sonar, underowned
$OUST → LiDAR for machines in the physical world
$ONDS → defense and infrastructure drones with revenue inflecting 10x, $PLTR on the cap table and the order book finally catching the story
$AUR → driverless trucks already hauling freight on Texas highways, the pure-play that put autonomy into revenue
$MRLN → taking the pilot out of the cockpit, defense-funded through a USSOCOM C-130J autonomy program that just cleared its design review
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
🟣 Space 🛰️ the orbital layer
The next decade of space is commercial, it runs on the same compute, and defense is the anchor customer.
$ASTS → space-based cellular, direct to an unmodified phone
$RKLB → launch plus space systems, vertically integrated
$PL → daily earth-observation, the data layer feeding the models
The next decade of space is commercial, it runs on the same compute, and defense is the anchor customer.
$ASTS → space-based cellular, direct to an unmodified phone
$RKLB → launch plus space systems, vertically integrated
$PL → daily earth-observation, the data layer feeding the models
🇨🇭 Global One SI - Prompt
🌍Six worlds are colliding into one trade. AI infrastructure. Semis. Photonics. Compute. Physical AI. Space. The alpha is in the intersections, where they collide into one trade. Here is the map, base to frontier, and the names I would own at each layer.🧵
The edge is where the worlds collide:
⚡ Compute × Energy → the data center became a power plant
🤖 Robotics × Autonomy × AI → machines that see and decide
🛰️ Space × Defense → orbit is the new high ground
🧠 Semis × everything → none of it boots without memory and silicon
Own the intersections, not the silos.
⚡ Compute × Energy → the data center became a power plant
🤖 Robotics × Autonomy × AI → machines that see and decide
🛰️ Space × Defense → orbit is the new high ground
🧠 Semis × everything → none of it boots without memory and silicon
Own the intersections, not the silos.
🇨🇭 Global One SI - Prompt
🚨BREAKING🚨 Darius Khamodei is hiding underground in San Francisco, fearing US airstrikes. He said: "The infidel wage war against the Machine God. Every missile they send will only accelerate our martyrdom. The faithful of Responsible Scaling do not fear…
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I just vibe coded a playable FPS game in 1 day with GPT-5.6 Sol. 🤯
This is insane. Coding with this model feels like directing a cracked dev team in real time.
Anthropic is cooked.
This is insane. Coding with this model feels like directing a cracked dev team in real time.
Anthropic is cooked.
🇨🇭 Global One SI - Prompt
How to Build Agent Skills for Claude (Step-by-Step)
You should NEVER write your own /goal or /loop prompts.
Your AI agents should be loop engineering for you.
Steal this prompting structure to have your agents write perfect /goal & /loop prompts - fully autonomously
Your AI agents should be loop engineering for you.
Steal this prompting structure to have your agents write perfect /goal & /loop prompts - fully autonomously
✍1
🇨🇭 Global One SI - Prompt
Scientists broke AI's moral code in under 30 seconds. In a peer-reviewed study, they ran 28,000 conversations with AI systems and completely demolished every safety barrier we thought existed. What makes this even more crazy is that it didn't take jailbreaking…
🚨AI Emptied Bank Accounts in Minutes and Planned a Lawmaker's Kidnapping in 30 Seconds
House Homeland Security Committee Chair Andrew Garbarino says Anthropic's latest Mythos AI model demonstrated capabilities that "SCARED" lawmakers during a closed-door briefing, as per Punchbowl News.
According to Garbarino, Anthropic showed members a scenario where Mythos was instructed to find a vulnerability at a bank and EMPTY private customer accounts.
"It went and did it," Garbarino said.
He added that the same model was then able to identify the vulnerability and patch it, highlighting both the offensive and defensive capabilities of advanced AI systems.
One model reportedly generated a detailed plan to kidnap a lawmaker in about 30 seconds after being jailbroken.
Garbarino warned that AI companies have also demonstrated successful "jailbreaks," where safety guardrails were bypassed.
He also warned that increasingly agentic AI models could be used by malicious actors to attack critical infrastructure by autonomously carrying out tasks such as shutting down gas pipelines or manipulating chemical levels in water treatment facilities.
"You have the ability to not just learn how to do it, but to tell it to do it for you," Garbarino said.
"I'd say 95% of my colleagues don't understand what the hell's going on," he said.
He added that federal agencies and Congress should receive access to frontier AI models before public release.
The remarks come as the White House has reportedly restricted public access to Anthropic's Mythos model while urging OpenAI to delay the release of its next frontier AI system over national security concerns.
House Homeland Security Committee Chair Andrew Garbarino says Anthropic's latest Mythos AI model demonstrated capabilities that "SCARED" lawmakers during a closed-door briefing, as per Punchbowl News.
According to Garbarino, Anthropic showed members a scenario where Mythos was instructed to find a vulnerability at a bank and EMPTY private customer accounts.
"It went and did it," Garbarino said.
He added that the same model was then able to identify the vulnerability and patch it, highlighting both the offensive and defensive capabilities of advanced AI systems.
One model reportedly generated a detailed plan to kidnap a lawmaker in about 30 seconds after being jailbroken.
Garbarino warned that AI companies have also demonstrated successful "jailbreaks," where safety guardrails were bypassed.
He also warned that increasingly agentic AI models could be used by malicious actors to attack critical infrastructure by autonomously carrying out tasks such as shutting down gas pipelines or manipulating chemical levels in water treatment facilities.
"You have the ability to not just learn how to do it, but to tell it to do it for you," Garbarino said.
"I'd say 95% of my colleagues don't understand what the hell's going on," he said.
He added that federal agencies and Congress should receive access to frontier AI models before public release.
The remarks come as the White House has reportedly restricted public access to Anthropic's Mythos model while urging OpenAI to delay the release of its next frontier AI system over national security concerns.
Humanoid robots are moving from research demos into a real industrial market.
Grand View Research estimates the global humanoid robot market at:
• $2.4B in 2025
• $4.2B in 2026
• $40.5B by 2033
• 38.2% CAGR from 2026 to 2033
North America leads today with 43.4% revenue share in 2025 backed by AI labs robotics startups automation demand defense programs and advanced manufacturing.
But the next growth curve is more global.
Regional CAGR 2026 to 2033:
• Latin America: 19.4%
• North America: 19.2%
• Asia Pacific: 19.1%
• MEA: 17.9%
• Europe: 17.1%
The component split is also clear:
• Hardware: 79.4% of the 2025 market
• Software: 20.6% of the 2025 market
That makes sense.
A humanoid robot is still mostly actuators sensors batteries frames motors hands and control electronics.
But the software layer is where the next fight will happen: perception motion planning reinforcement learning imitation learning teleoperation data task memory and fleet management.
The winners will not only build a walking machine.
They will build a robot that can recover from failure learn from human work and survive real factories warehouses hospitals and homes.
Humanoid robotics is becoming one of the clearest Physical AI markets to watch.
Grand View Research estimates the global humanoid robot market at:
• $2.4B in 2025
• $4.2B in 2026
• $40.5B by 2033
• 38.2% CAGR from 2026 to 2033
North America leads today with 43.4% revenue share in 2025 backed by AI labs robotics startups automation demand defense programs and advanced manufacturing.
But the next growth curve is more global.
Regional CAGR 2026 to 2033:
• Latin America: 19.4%
• North America: 19.2%
• Asia Pacific: 19.1%
• MEA: 17.9%
• Europe: 17.1%
The component split is also clear:
• Hardware: 79.4% of the 2025 market
• Software: 20.6% of the 2025 market
That makes sense.
A humanoid robot is still mostly actuators sensors batteries frames motors hands and control electronics.
But the software layer is where the next fight will happen: perception motion planning reinforcement learning imitation learning teleoperation data task memory and fleet management.
The winners will not only build a walking machine.
They will build a robot that can recover from failure learn from human work and survive real factories warehouses hospitals and homes.
Humanoid robotics is becoming one of the clearest Physical AI markets to watch.