You cannot build an AI data center without gas power.
Even renewable-first governments admit it now.
Global new gas power capacity jumped 31% in a year, to 1,047 GW in 2025:
🇺🇸 US: 252 GW in development, a third tied to data centers, 2024 gas restrictions abolished in 2025
🇨🇳 China: 153 GW in development
🇩🇪 Germany: passed a 9 GW gas bidding law in May, reversing years of gas reduction
🇯🇵 Japan: more long-term LNG procurement for AI and chip demand
🇻🇳 Vietnam: named LNG a core pillar of its 2030 power plan
🇰🇷 South Korea: Samsung's VC publicly requesting more LNG for new fabs
Renewables didn't replace gas and AI made gas necessary again.
Even renewable-first governments admit it now.
Global new gas power capacity jumped 31% in a year, to 1,047 GW in 2025:
🇺🇸 US: 252 GW in development, a third tied to data centers, 2024 gas restrictions abolished in 2025
🇨🇳 China: 153 GW in development
🇩🇪 Germany: passed a 9 GW gas bidding law in May, reversing years of gas reduction
🇯🇵 Japan: more long-term LNG procurement for AI and chip demand
🇻🇳 Vietnam: named LNG a core pillar of its 2030 power plan
🇰🇷 South Korea: Samsung's VC publicly requesting more LNG for new fabs
Renewables didn't replace gas and AI made gas necessary again.
“Claude code will kill software engineers”...
Absolutely not.
The best software engineers will earn 50-100x more than average developers...
Because their job is shifting from writing every line of code to leading teams of ai agents.
>Design the architecture
>Coordinate multiple agents
>Review their output
>Catch failures before production
>Turn generated code into reliable systems
The more agents you can control and manage effectively, the more valuable you become.
Ai makes the gap between average and exceptional engineers much bigger.
Absolutely not.
The best software engineers will earn 50-100x more than average developers...
Because their job is shifting from writing every line of code to leading teams of ai agents.
>Design the architecture
>Coordinate multiple agents
>Review their output
>Catch failures before production
>Turn generated code into reliable systems
The more agents you can control and manage effectively, the more valuable you become.
Ai makes the gap between average and exceptional engineers much bigger.
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When you spend 4 years studying hard for an IT degree only to become a nurse because AI took your job before graduation
🇨🇭 Global One SI - Prompt
Silicon valley: ai is the biggest money machine ever Meanwhile... Estimated cumulative ai spend vs revenue: 1. Amazon: $331b spent → $22b revenue 2. Google: $303b spent → $25b revenue 3. Meta: $238b spent → $3b revenue 4. Microsoft: $256b spent → $31b revenue…
The AI circular bet
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🌍 One map explains why geopolitics moves markets.
It shows each country’s number 1 export.
🔹Oil in the Middle East and Russia.
🔹Electronics and machinery in China.
🔹Capital goods, aerospace and telecom in the US.
🔹Cars and parts across Germany, Europe and Canada.
🔹Copper in Chile. Coal in Australia. Crops, minerals and energy across Africa and South America.
The point is simple: globalization is not evenly spread.
It depends on a few critical nodes: energy, factories, metals, logistics and high-value industrial tools.
Disrupt one of them with tariffs, sanctions, war, shipping delays or export controls and the shock does not stay local.
It becomes inflation, commodity volatility and a global repricing of risk.
The next winners will not just be countries with resources.
They will be the ones that control processing, logistics, technology and supply-chain redundancy.
It shows each country’s number 1 export.
🔹Oil in the Middle East and Russia.
🔹Electronics and machinery in China.
🔹Capital goods, aerospace and telecom in the US.
🔹Cars and parts across Germany, Europe and Canada.
🔹Copper in Chile. Coal in Australia. Crops, minerals and energy across Africa and South America.
The point is simple: globalization is not evenly spread.
It depends on a few critical nodes: energy, factories, metals, logistics and high-value industrial tools.
Disrupt one of them with tariffs, sanctions, war, shipping delays or export controls and the shock does not stay local.
It becomes inflation, commodity volatility and a global repricing of risk.
The next winners will not just be countries with resources.
They will be the ones that control processing, logistics, technology and supply-chain redundancy.
🇨🇭 Global One SI - Prompt
Claude Fable is insane for UI/UX design work. Inject this prompt into Claude Code, and you'll be able to ship Apple-style liquid glass design into ANY vibe-coded workflow: (works in apps, websites, dashboard & more)
How to build a self-evolving AI brain with Hermes agent x Obsidian
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A list of useful AI workflows to tackle this weekend (pick a couple):
• Hermes agent setup
• Second-brain via Claude Code x Obsidian
• TradingView MCP connection (for traders)
• Deep financial research via perplexity finance
• Personal OS dashboard w/ Fable 5
• Learn loop engineering (full article on this page)
• NotebookLM for research *any topic*
• Set up Claude Skills for your repetitive workflows
• Build Notion database as your central hub (then insert agents to manage it)
SO much to do in AI right now.
• Hermes agent setup
• Second-brain via Claude Code x Obsidian
• TradingView MCP connection (for traders)
• Deep financial research via perplexity finance
• Personal OS dashboard w/ Fable 5
• Learn loop engineering (full article on this page)
• NotebookLM for research *any topic*
• Set up Claude Skills for your repetitive workflows
• Build Notion database as your central hub (then insert agents to manage it)
SO much to do in AI right now.
✍1
🇨🇭 Global One SI - Prompt
How to build a self-evolving AI brain with Hermes agent x Obsidian
This Anthropic engineer ( #RLanceMartin ) recently shared his full guide on how to run /loops with Fable 5.
If you're new to loop engineering and want to run fully autonomous Fable workflows, take notes
If you're new to loop engineering and want to run fully autonomous Fable workflows, take notes
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🇨🇭 Global One SI - Prompt
GMKtec EVO-X3 launches July 6. 3rd-Gen Local AI Supercomputing Mini PC. AMD Ryzen AI Max+ 395 APU. 4TB stock storage. Native offline Qwen3 235B support. OCuLink eGPU expansion. GMKtec Claw AI Suite. The new EVO-X3 is getting ready for release. What eGPU…
If anyone is looking to build a multi-card rig for Local AI, current price ranges for working and new boards on Ebay show price stabilization. Deals can be found.
🔹 RTX-5090 (32GB) $3,599 - $5,199
🔹 RTX-4090 (24GB) $2,099 - $4,499
🔹 RTX-3090 (24GB) $1,100 - $2,000
🔹 RTX-5090 (32GB) $3,599 - $5,199
🔹 RTX-4090 (24GB) $2,099 - $4,499
🔹 RTX-3090 (24GB) $1,100 - $2,000
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🇨🇭 Global One SI - Prompt
How to build a self-evolving AI brain with Hermes agent x Obsidian
This is the prompt Yale and Univ of Chicago researchers used when asking LLMs for new research ideas.
Feed LLMs prior work, ask for ideas, then measure how repetitive the ideas get.
The surprising finding is that LLMs often treat research ideation as connecting what already exists, while humans use a wider set of problem-finding moves.
LLM-generated ideas reveal a bias toward safe bridge-and-combine proposals.
Feed LLMs prior work, ask for ideas, then measure how repetitive the ideas get.
The surprising finding is that LLMs often treat research ideation as connecting what already exists, while humans use a wider set of problem-finding moves.
LLM-generated ideas reveal a bias toward safe bridge-and-combine proposals.
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Compute is the new gold
Goldman sachs estimates $7.6t in ai infrastructure spending between 2026 and 2031.
Rhe breakdown:
1. compute...$5.1t...~67%
2. data centers...$2.15t...~28%
3. power...$358b...~5%
Annual ai capex could grow from $765b in 2026...
to $1.64t by 2031.
What does this mean?
Ai is becoming the largest infrastructure war in tech history.
Goldman sachs estimates $7.6t in ai infrastructure spending between 2026 and 2031.
Rhe breakdown:
1. compute...$5.1t...~67%
2. data centers...$2.15t...~28%
3. power...$358b...~5%
Annual ai capex could grow from $765b in 2026...
to $1.64t by 2031.
What does this mean?
Ai is becoming the largest infrastructure war in tech history.
Central banks just doubled their gold buying in a single month.
The World Gold Council reported net central bank gold purchases of 41 tonnes in May, more than double April's 19 tonnes.
Poland was the biggest buyer, adding 18 tonnes in May, bringing its 2026 total to 64 tonnes. Its reserves now stand at 614 tonnes.
China added 10 tonnes, its biggest monthly purchase since December 2024 and its 20th straight month of buying.
Total Chinese reserves now sit at 2,331 tonnes.
Turkey was the only major seller, offloading 3 tonnes in May, extending its 2026 net sales to 81 tonnes as it draws on reserves to defend the lira.
The 2026 Central Bank Gold Reserves Survey shows 89% of central banks expect global gold reserves to increase over the next 12 months.
A record 45% plan to increase their own holdings.
Gold gained +2% last week after four straight weekly declines but remains -25.4% below its peak.
The World Gold Council reported net central bank gold purchases of 41 tonnes in May, more than double April's 19 tonnes.
Poland was the biggest buyer, adding 18 tonnes in May, bringing its 2026 total to 64 tonnes. Its reserves now stand at 614 tonnes.
China added 10 tonnes, its biggest monthly purchase since December 2024 and its 20th straight month of buying.
Total Chinese reserves now sit at 2,331 tonnes.
Turkey was the only major seller, offloading 3 tonnes in May, extending its 2026 net sales to 81 tonnes as it draws on reserves to defend the lira.
The 2026 Central Bank Gold Reserves Survey shows 89% of central banks expect global gold reserves to increase over the next 12 months.
A record 45% plan to increase their own holdings.
Gold gained +2% last week after four straight weekly declines but remains -25.4% below its peak.
The fastest Physical AI growth may be inside labs, not factories.
IFR World Robotics 2025 shows medical robots had one of the sharpest jumps in 2024:
• Medical robots overall: 16,700 units sold
• Growth: +91% over 2023
• Surgery robots: +41%
• Rehabilitation and non-invasive therapy: +106%
• Diagnostics and medical laboratory analysis: +610%
That last number is the real signal.
Labs are controlled environments. The workflows are repetitive. The value is measurable. The need is rising because hospitals and medical labs face labor pressure and growing demand from aging populations.
This is Physical AI with fewer distractions than humanoid demos.
No factory floor hype.
No vague autonomy claim.
Just robots handling structured medical workflows where precision and throughput matter.
Source: IFR World Robotics 2025
IFR World Robotics 2025 shows medical robots had one of the sharpest jumps in 2024:
• Medical robots overall: 16,700 units sold
• Growth: +91% over 2023
• Surgery robots: +41%
• Rehabilitation and non-invasive therapy: +106%
• Diagnostics and medical laboratory analysis: +610%
That last number is the real signal.
Labs are controlled environments. The workflows are repetitive. The value is measurable. The need is rising because hospitals and medical labs face labor pressure and growing demand from aging populations.
This is Physical AI with fewer distractions than humanoid demos.
No factory floor hype.
No vague autonomy claim.
Just robots handling structured medical workflows where precision and throughput matter.
Source: IFR World Robotics 2025
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Stay delusional
Stay delusional
Stay delusional
You have to brainwash yourself into believing that the most unrealistic, insane, impossible goals are possible, and that you are destined for them
You have to get comfortable living in risk and doubt and uncertainty while everyone you know walks safe paths toward safe outcomes and guaranteed levels of success
Nothing great comes without risk
The pit of delusion must become home, where you stare up through darkness at dreams so massive you can only see them from far below
Destiny starts with delusion
There is no logic
There is no proof
There is no reason
To believe you are capable of this
But you believe it
And that deep, ingrained, inevitable belief is all you will ever truly need
Stay delusional
Stay delusional
You have to brainwash yourself into believing that the most unrealistic, insane, impossible goals are possible, and that you are destined for them
You have to get comfortable living in risk and doubt and uncertainty while everyone you know walks safe paths toward safe outcomes and guaranteed levels of success
Nothing great comes without risk
The pit of delusion must become home, where you stare up through darkness at dreams so massive you can only see them from far below
Destiny starts with delusion
There is no logic
There is no proof
There is no reason
To believe you are capable of this
But you believe it
And that deep, ingrained, inevitable belief is all you will ever truly need
✍1
🇨🇭 Global One SI - Prompt
We're all in the same boat with Mythos / Fable guys! Source: Trust me bro!
Rock bottom looks like total failure and for most people it is, but for ones who stop fighting it and let themselves actually dissolve, it's the only reliable portal to whatever comes next
Ego death through exhaustion is natural selection for consciousness
The ones who bounce back too quick just rebuilt the same prison, but the ones who stay dead long enough get resurrected as something else entirely
Ego death through exhaustion is natural selection for consciousness
The ones who bounce back too quick just rebuilt the same prison, but the ones who stay dead long enough get resurrected as something else entirely
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