🇨🇭 Global One SI - Prompt
Pure game theory - #Bitcoin made your capital exitable. A Passport Portfolio makes you exitable. Once citizens can leave - governments forced to reform to compete for you, your capital and talent. Making it happen, one second passport at a time 😎
You Made $1,000,000.
Here’s What’s Left After Taxes
🇦🇪 United Arab Emirates -$1,000,000
🇵🇦 Panama - $1,000,000
🇵🇾 Paraguay - $1,000,000
🇨🇷 Costa Rica - $1,000,000
🇭🇰 Hong Kong - $840,000
🇸🇬 Singapore - $790,000
🇨🇭 Switzerland - $650,000
🇺🇸 United States - $620,000
🇳🇿 New Zealand - $610,000
🇦🇺 Australia - $560,000
🇬🇧 United Kingdom - $555,000
🇨🇦 Canada - $530,000
🇩🇪 Germany - $520,000
🇫🇷 France - $460,000
🇩🇰 Denmark - $441,000
Here’s What’s Left After Taxes
🇦🇪 United Arab Emirates -$1,000,000
🇵🇦 Panama - $1,000,000
🇵🇾 Paraguay - $1,000,000
🇨🇷 Costa Rica - $1,000,000
🇭🇰 Hong Kong - $840,000
🇸🇬 Singapore - $790,000
🇨🇭 Switzerland - $650,000
🇺🇸 United States - $620,000
🇳🇿 New Zealand - $610,000
🇦🇺 Australia - $560,000
🇬🇧 United Kingdom - $555,000
🇨🇦 Canada - $530,000
🇩🇪 Germany - $520,000
🇫🇷 France - $460,000
🇩🇰 Denmark - $441,000
Okay, GPT-5.6 is officially here and this is not just another benchmark flex.
This feels like OpenAI moving from “chatbot company” to full AI work platform.
What dropped:
• GPT-5.6 Sol
The new flagship model. OpenAI says it is stronger across coding, knowledge work, cybersecurity, science, design, and long agentic workflows.
• Terra and Luna
This is the underrated part. The smaller models apparently punch way above their price class, which matters a lot if AI is actually going to become abundant and cheap instead of just insanely powerful for people with enterprise budgets.
• Ultra mode
This is the spicy bit. GPT-5.6 can coordinate multiple agents in parallel for harder tasks. Not just “think longer”, but split the work, run different paths, compare, synthesize, and move faster.
• Better coding and tool use
OpenAI is basically saying GPT-5.6 is better at real work inside real codebases, terminal workflows, debugging, reviewing, and using tools without wasting a million tokens on every step.
• Design finally matters
The model can inspect what it creates, refine the UI, catch visual issues, and produce more polished artifacts. This is huge because most AI-generated frontend still has that cursed “technically works but spiritually dead” vibe.
• Knowledge work is becoming end-to-end
Docs, slides, spreadsheets, reports, messy files, workplace context, all turned into actual usable output. Not “here’s a draft, good luck”, but closer to “here’s the thing you can send.”
• ChatGPT Work, Codex, API
This is why it feels bigger than a model release. GPT-5.6 is landing across the actual work surface: chat, coding, agents, documents, and developer workflows.
My take:
The real story is not just that Sol is powerful.
The real story is that OpenAI is clearly building the AI operating layer for work.
Model + agents + tools + files + coding + design + workplace context.
That is the SuperApp direction.
And yeah, I’m extremely seated.
This feels like OpenAI moving from “chatbot company” to full AI work platform.
What dropped:
• GPT-5.6 Sol
The new flagship model. OpenAI says it is stronger across coding, knowledge work, cybersecurity, science, design, and long agentic workflows.
• Terra and Luna
This is the underrated part. The smaller models apparently punch way above their price class, which matters a lot if AI is actually going to become abundant and cheap instead of just insanely powerful for people with enterprise budgets.
• Ultra mode
This is the spicy bit. GPT-5.6 can coordinate multiple agents in parallel for harder tasks. Not just “think longer”, but split the work, run different paths, compare, synthesize, and move faster.
• Better coding and tool use
OpenAI is basically saying GPT-5.6 is better at real work inside real codebases, terminal workflows, debugging, reviewing, and using tools without wasting a million tokens on every step.
• Design finally matters
The model can inspect what it creates, refine the UI, catch visual issues, and produce more polished artifacts. This is huge because most AI-generated frontend still has that cursed “technically works but spiritually dead” vibe.
• Knowledge work is becoming end-to-end
Docs, slides, spreadsheets, reports, messy files, workplace context, all turned into actual usable output. Not “here’s a draft, good luck”, but closer to “here’s the thing you can send.”
• ChatGPT Work, Codex, API
This is why it feels bigger than a model release. GPT-5.6 is landing across the actual work surface: chat, coding, agents, documents, and developer workflows.
My take:
The real story is not just that Sol is powerful.
The real story is that OpenAI is clearly building the AI operating layer for work.
Model + agents + tools + files + coding + design + workplace context.
That is the SuperApp direction.
And yeah, I’m extremely seated.
👀1
🚨 MICHAEL BURRY SAYS BIG TECH IS MANIPULATING AI PROFITS.
Burry says Companies choose how many years they depreciate their AI chips over, and that choice directly changes how much profit they report.
Two companies can use the exact same chip and book completely different numbers depending on the useful life they pick.
He points to Amazon and Meta as the clearest example.
In early 2025, Amazon shortened the useful life of some of its servers from 6 years to 5 years, which added $677 million in extra expense over 9 months.
In that same period, Meta did the opposite, stretching useful life to 5.5 years, which cut its depreciation hit by $2.9 billion. Same hardware, same industry, opposite accounting decisions, and both are completely legal.
Here's how the major players have shifted their numbers over time:
- Meta: 3 years in 2020, now 5.5 years in 2025
- Google: 3 years in 2020, now 6 years
- Microsoft: 3 years in 2020, now 6 years
- Amazon: 4 years in 2020, now 5 years, after briefly dropping to 5 from 6
Burry's point is that depreciation isn't really measuring how long a chip physically works.
It's a lever companies can pull to smooth or boost reported profits. Even the people building this hardware admit the pace of change is the real problem.
Nvidia's own CEO said once Blackwell ships in volume, "you couldn't give Hoppers away." Microsoft's CEO has said he didn't want to get stuck depreciating one chip generation over too many years.
At the same time, the physical buildout is still extremely early. As of July 1, only about 100,000 of Nvidia's newest Grace Blackwell GPUs were actually deployed and running, out of an announced pipeline of 1.66 million.
That's roughly 94% of announced capacity not yet installed.
Rental prices for older chips are climbing anyway. A100 prices rose 6.3% in June alone, and H100 prices just posted their seventh straight monthly increase, despite being 2020 and 2022 hardware.
Nvidia's own cash conversion cycle has stretched to 113 days, up sharply from a low of 58.9 days a few years ago.
This is the manipulation Burry is pointing to.
Two companies with the same chips can report opposite profit swings worth billions, not because the hardware changed, but because they picked a different number on a form.
Strong demand and rising rental prices don't change that.
The profits being reported across this entire industry rest partly on assumptions each company sets for itself.
Burry says Companies choose how many years they depreciate their AI chips over, and that choice directly changes how much profit they report.
Two companies can use the exact same chip and book completely different numbers depending on the useful life they pick.
He points to Amazon and Meta as the clearest example.
In early 2025, Amazon shortened the useful life of some of its servers from 6 years to 5 years, which added $677 million in extra expense over 9 months.
In that same period, Meta did the opposite, stretching useful life to 5.5 years, which cut its depreciation hit by $2.9 billion. Same hardware, same industry, opposite accounting decisions, and both are completely legal.
Here's how the major players have shifted their numbers over time:
- Meta: 3 years in 2020, now 5.5 years in 2025
- Google: 3 years in 2020, now 6 years
- Microsoft: 3 years in 2020, now 6 years
- Amazon: 4 years in 2020, now 5 years, after briefly dropping to 5 from 6
Burry's point is that depreciation isn't really measuring how long a chip physically works.
It's a lever companies can pull to smooth or boost reported profits. Even the people building this hardware admit the pace of change is the real problem.
Nvidia's own CEO said once Blackwell ships in volume, "you couldn't give Hoppers away." Microsoft's CEO has said he didn't want to get stuck depreciating one chip generation over too many years.
At the same time, the physical buildout is still extremely early. As of July 1, only about 100,000 of Nvidia's newest Grace Blackwell GPUs were actually deployed and running, out of an announced pipeline of 1.66 million.
That's roughly 94% of announced capacity not yet installed.
Rental prices for older chips are climbing anyway. A100 prices rose 6.3% in June alone, and H100 prices just posted their seventh straight monthly increase, despite being 2020 and 2022 hardware.
Nvidia's own cash conversion cycle has stretched to 113 days, up sharply from a low of 58.9 days a few years ago.
This is the manipulation Burry is pointing to.
Two companies with the same chips can report opposite profit swings worth billions, not because the hardware changed, but because they picked a different number on a form.
Strong demand and rising rental prices don't change that.
The profits being reported across this entire industry rest partly on assumptions each company sets for itself.
GPT 5.6 Sol just hit CursorBench.
The economics are brutal for Anthropic.
Fable 5 Max: 70.5% at $17.32 per task. 103,525 tokens.
GPT 5.6 Sol Max: 67.2% at $5.22 per task. 28,320 tokens.
95% of the performance. A third of the cost. 73% fewer tokens.
Fable 5 kept the crown on raw score. It lost on everything that shows up on your invoice.
And remember: GPT 5.6 comes with limits you can actually live with.
The frontier is not an intelligence war anymore.
It is a value war.
The economics are brutal for Anthropic.
Fable 5 Max: 70.5% at $17.32 per task. 103,525 tokens.
GPT 5.6 Sol Max: 67.2% at $5.22 per task. 28,320 tokens.
95% of the performance. A third of the cost. 73% fewer tokens.
Fable 5 kept the crown on raw score. It lost on everything that shows up on your invoice.
And remember: GPT 5.6 comes with limits you can actually live with.
The frontier is not an intelligence war anymore.
It is a value war.
ChatGPT Work is why white-collar work is cooked.
Not because every office job disappears tomorrow.
Because the core loop of office work is now being absorbed:
read the docs, understand the context, write the report, build the slides, answer the email, check the spreadsheet, coordinate the next step.
That is the job for a lot of people.
And now it is becoming a feature.
Not because every office job disappears tomorrow.
Because the core loop of office work is now being absorbed:
read the docs, understand the context, write the report, build the slides, answer the email, check the spreadsheet, coordinate the next step.
That is the job for a lot of people.
And now it is becoming a feature.
🇨🇭 Global One SI - Prompt
Photo
SK Hynix $SKHY is picking the perfect time to go public (July 10) on U.S. exchanges.
If they're following the typical pattern, this bounce will be the complacency stage of the memory cycle now that the parabolic has been broken.
If they're following the typical pattern, this bounce will be the complacency stage of the memory cycle now that the parabolic has been broken.
🇨🇭 Global One SI - Prompt
$META/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$META What do you think?
🇨🇭 Global One SI - Prompt
We've never seen a semiconductor bubble like this before in history. Did the $SOX bubble just pop?
S&P 500 stocks above the 150 day moving average is back at the top of the 2024 resistance trendline.
Does it hang out here until September or is this a sign of a coming flash crash?
Does it hang out here until September or is this a sign of a coming flash crash?
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🇨🇭 Global One SI - Prompt
We've never seen a semiconductor bubble like this before in history. Did the $SOX bubble just pop?
Russell 2000 stocks above the 200 day moving average is back at the top of the range.
This is a weekly chart.
This is a weekly chart.
👀1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Ships are avoiding the main Omani corridor entirely following the latest US-Iran escalation
🇨🇭 Global One SI - Prompt
How to turn Hermes into your Google Workspace assistant (step by step).👇 Connect Hermes to: - Gmail - Google Calendar - Google Drive - Google Notes - Google Sheets - Google Meet
OpenAI just launched ChatGPT Work - their direct competitor to Claude Cowork.
It's called ChatGPT Work, and it's seriously powerful.
Full computer use, connect to MCPs, and automate entire workflows.
This prompting template will help you build your first automation with it
It's called ChatGPT Work, and it's seriously powerful.
Full computer use, connect to MCPs, and automate entire workflows.
This prompting template will help you build your first automation with it
✍1
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The type of performance sales rep acts before making a family of 4 suffering from financial for the rest of their lives
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How dudes feel calling themselves the new generation of investors after using Robinhood for the first time (they bought a cat memecoin with $50)