https://gnosly.com/feed/ai/Business Intelligence Console and Prediction Algorithms2347@socialcapitalSocial Capital<p>Source: SocialCapital (X)</p>https://x.com/socialcapital/status/21072396667812086930.00402026-10-06T11:47:13.721701+00:002x.comaicomputeinference2167https://pbs.twimg.com/media/HT5rTxHbcAA_L-x?format=png&name=smallImage2026-10-06T11:47:15.129351+00:002346https://www.linkedin.com/in/guillermoflor/Guillermo FlorBREAKING: The AI infrastructure boom isn't slowing down. It's supply-constrained.Nokia CEO Justin Hotard just said customers would build data centers 2x faster if they could get the chips and power.This isn't a demand problem.It's a scarcity problem.Memory chip shortages and energy limits are the bottleneck, not appetite.Nokia's stock is up 130% in a year betting exactly on this.The 'AI bubble' narrative assumes demand is softening.This flips that argument completely.The infrastructure wave is bigger than it looks. The constraint is supply, not conviction.Who gets rich when the bottleneck finally breaks?https://www.linkedin.com/feed/0.00602026-10-06T11:34:46.890281+00:001linkedin.comchip-shortageinfrastructureai2166https://media.licdn.com/dms/image/v2/D4D10AQFcMihP_IjO0w/image-shrink_800/B4DaEQuUcbKMAg-/0/1791281940721?e=1791892800&v=beta&t=0xwAtDsQUImdGnuv77LACKihwGGb6Wlgr8zhXC-HFEIView image2026-10-06T11:34:47.120907+00:002337https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>AI compute demand is outpacing supply right now.AMD is already ramping this year. But the real move is a "substantial" supply increase planned for 2027. Su expects strong compute demand to run for several more years. This isn't a one-quarter story. It's a multi-year infrastructure wave, and AMD is openly saying they're still catching up to it.</p>https://lnkd.in/p/dNYDsiuE0.00602026-10-06T09:26:43.769418+00:001linkedin.comaiamdchips2156https://media.licdn.com/dms/image/v2/D4D10AQHkCa3vWSP4mw/image-shrink_800/B4DaEQhK4nJYAg-/0/1791278493477?e=1791885600&v=beta&t=bfiNIiQB_KCzCLOnyR5hjFokIt-4sDuVdY6vVogPK5IView image2026-10-06T09:26:45.012577+00:002332@InvestingVisualInvesting visuals<ul><li>2025: $8.5B</li><li>2026: $85B</li><li>2027: $199B</li></ul><p>At $199B, Micron’s projected earnings would surpass the current net income levels of both $MSFT and $AMZN. </p>https://x.com/InvestingVisual/status/21071742355294414270.00502026-10-06T08:46:48.532134+00:002x.commicronaieconomy2151https://pbs.twimg.com/media/HT3yIICWQAAk0_R?format=jpg&name=smallImage2026-10-06T08:46:48.789904+00:002327@Beth_KindigBeth Kindig<p>Source: Beth Kindig (X)</p>https://x.com/Beth_Kindig/status/21071580369303392930.00402026-10-06T08:01:04.949614+00:002x.commicronappleai2148https://pbs.twimg.com/media/HT4gyBTXEAAU_tN?format=jpg&name=smallImage2026-10-06T08:01:05.392203+00:002325https://www.linkedin.com/in/gad-levanon-3b9b933/Gad LevanonEveryone argues about whether AI is a bubble. The profit numbers say the boom is paying for itself, at least so far. Profits of the information and computer and electronics industries reached 2.4 percent of GDP in the second quarter, a record. Through the 2010s the figure sat near 1 percent. It has more than doubled since 2020, and the climb steepened after ChatGPT. Some of this gain may be coming at the expense of other industries and other places. West Coast tech is spreading into more of the economy, and as it does, part of the surplus created in hospitals, banks and stores moves to the firms that supply the tools. A boom these profitable keeps funding itself. I don't expect the investment to slow soon.https://www.linkedin.com/posts/gad-levanon-3b9b933_ai-profits-tech-share-7512873901501083648-3WFK/0.00602026-10-06T07:08:00.954542+00:001linkedin.comprofitsaitech2146https://media.licdn.com/dms/image/v2/D5622AQEeq1mka2r60A/feedshare-shrink_160/B56aEMXAGpIcAo-/0/1791208718999?e=1792627200&v=beta&t=0e-oOdGf1Nv6W-gEuL0FvJK9Up3wTEf1ONuOuy69yHIView image2026-10-06T07:08:03.259971+00:002321@aaronpholmesaaron holmes<p>Meta has cut Claude Code seats from 60k to 30k In Microsoft's case, lower internal spending has been offset by higher customer Claude use, total Anth spend flat</p>https://x.com/aaronpholmes/status/21071730588258468910.004023222026-10-06T05:52:28.968002+00:002x.comanthropicmetamicrosoftai2315https://www.linkedin.com/in/melissarosenthal5/Melissa Rosenthal<p>Meta's Muse launched a month ago, and a lot of what it does already stopped working this week. Users are reporting that browser tasks that worked fine last week now fail. Jessica Lessin said about half of her use cases disappeared over two days. We looked into why. Muse is designed to browse like a person. It turns off the signals that tell a website a browser is automated, so sites can't easily tell it apart from a human visitor. That approach was always going to be fragile, and several things caught up with it at once. Cloudflare started blocking AI agents by default on ad-supported pages in September and has since added Muse to its bot directory. Amazon has blocked Muse since September 20, saying Meta never told it the agent would be visiting. NBC News found some of Meta's own retail partners blocking it too. The agents that keep working are the ones with official access, through APIs or partnerships like Shopify's Shop Pay checkout. If your company is using browser agents for anything important, ask the vendor how the agent identifies itself to websites. If it hides that, you could be the one breaking a site's terms. And if your website runs on Cloudflare, check your Agent setting, because you might be blocking your own customers' agents. Full story on State of AI: https://lnkd.in/gpqfXdg6</p>https://www.linkedin.com/posts/melissarosenthal5_metas-muse-launched-a-month-ago-and-a-lot-share-7512976321749135360-vqWl/0.00902026-10-06T05:43:14.232173+00:001linkedin.commetamuseai2139https://media.licdn.com/dms/image/v2/D5622AQE6arZk1qXgUA/feedshare-shrink_160/B56aEN0Ju0HEAk-/0/1791233138324?e=1792627200&v=beta&t=pVkqDn1Ml-ylN5kJc0fBHUZ_m0Ev9dOcVBJ-eNm5jM4View image2026-10-06T05:43:14.876605+00:002314@VraserXVraserX e/acc<p>Astra High uses ~12k tokens per task. Opus 5.5 needs ~66k. That’s 5.5× the token efficiency while Astra is still more intelligent pound for pound.</p>https://x.com/VraserX/status/21070949570353071740.00602026-10-06T05:36:24.685963+00:002x.comopus-5.5astraai2138https://pbs.twimg.com/media/HT3HOT3W0AARoAO?format=jpg&name=smallImage2026-10-06T05:36:25.137863+00:002312@danielnewmanUVDaniel Newman<p>The skills gap grows because the value gap between those who invest and those who don't will widen. </p>https://x.com/danielnewmanUV/status/21071646742108696700.00502026-10-06T05:24:13.673180+00:002x.cominvestmenttechnologyai2135https://pbs.twimg.com/media/HT4nGhkXsAAw1Cv?format=jpgImage2026-10-06T05:24:15.132194+00:002311@WarrenPiesWarren Pies<p>Is AI impervious to higher rates? VC funding is one channel that monpol could impact datacenter construction. Last hike cycle, VC funding fell by 66% Startups are disproportionate users of AI (i.e. clients of Anth/OAI). In a similar scenario, ~25% of lab ARR could be at risk.</p>https://x.com/WarrenPies/status/21072414356869368270.00402026-10-06T04:40:36.703491+00:002x.comvc-fundingstartupsai2133https://pbs.twimg.com/media/HT5r_qsWQAAxlbo?format=jpg&name=smallImage2026-10-06T04:40:37.260816+00:002305@azeemAzeem AzharAI revenue reached an annualized $276 billion in September. At the year-on-year rate, it doubles about every six months. Month by month, growth has run between 7% and 16% since April 2024, on a three-month average.https://x.com/azeem/status/21070784552718092580.00502026-10-05T16:09:32.422091+00:002x.comgrowthairevenue2127https://pbs.twimg.com/media/HT3YWuCW0AAG_cy?format=jpg&name=smallImage2026-10-05T16:09:32.689198+00:002304@JohnLeFevreJohn LeFevre<p>The only thing that outruns a $2 trillion deficit is AI-driven GDP growth.</p>https://x.com/JohnLeFevre/status/21069921863864405980.00402026-10-05T16:05:50.032052+00:002x.comdeficitaius2126https://pbs.twimg.com/media/HT2JfYaWcAAFwoV?format=jpg&name=smallImage2026-10-05T16:05:50.504148+00:002270@agounardesAndrew Gounardes<p>Source: Andrew Gounardes on X</p>https://x.com/agounardes/status/21068901983699476590.00402026-10-05T09:57:17.290016+00:002x.comaisam-altman2092https://pbs.twimg.com/media/HT0teCyXEAAqzOv?format=jpg&name=smallImage2026-10-05T09:57:18.398699+00:002252https://www.linkedin.com/in/ruben-hassid/Ruben Hassid<p>Stop saying AI is a bubble. A bubble isn't deflating the price of its technology at record speed. You don't believe me because you've never seen the numbers:1. You never compared AI at the same level of intelligence. You think AI gets more expensive because you compare your subscription.2. But to compare the price of AI, you must compare the price for the SAME level of intelligence.3. Once you do compare it, you realize the same level of intelligence gets 76x cheaper... every year.4. So year 1: 76x cheaper. Year 2: 5776x cheaper...5. In 5 years, AI got 1 million times cheaper.I don't think you understand 1 million times cheaper.If you paid $1,000,000 worth of Claude Fable-5 in 2026, the same Claude Fable-5 in 2031 would cost... 3 cents. Even water is more expensive. That's what people call "too cheap to meter".But you don't feel it. You see your bank account and maybe you went from a free cloud subscription to a $20 or $100/month subscription so your own subscription increased last year. It didn't get 76 times cheaper.&nbsp;But you forgot one thing.You are not comparing the same level of intelligence. The AI you were using last year is nothing compared to the one you're using today.&nbsp;I don't even want to imagine what's going to happen next year.&nbsp;Regardless, if you use the same level of intelligence, it is roughly 76 times cheaper. Probably free.&nbsp;But if you're using the frontier, the most intelligent model ever produced, you're going to spend about the same amount of money, if not a little bit more.&nbsp;I am okay paying a little bit more if I have the smartest machine ever made to do pretty much everything.&nbsp;I kind of already feel that way, to be honest, with Opus 5.5.In 2022, I was saying, "master AI before it masters you."&nbsp;A better way to see it is "Master AI before it gets 76 times cheaper than you".&nbsp;Every year.&nbsp;PS: I write my newsletter "How to AI" to be ready.I believe some humans will make the most of it, more valuable than ever. As I am trying to keep up, I want everyone else to stay ahead.Join 971,000 readers at: how-to-ai.guide.</p>https://lnkd.in/p/dZmQhi-w0.00552026-10-05T07:57:45.723350+00:001linkedin.comnewslettertechnologyai2075https://media.licdn.com/dms/image/v2/D4E22AQFEYvE3bwkIvg/feedshare-shrink_800/B4EaD8DGs3IwAc-/0/1790935067710?e=1792627200&v=beta&t=AHGiKbVkRq9mi8wKlBN_eLYKuSqbSezGxs4JMttF5UcView image2026-10-05T07:57:47.554635+00:002250@riteshmjnRitesh Jain<p><span style="background-color: rgb(255, 255, 0);">Except for the Railroad bubble which Liaqayat Ahmad has chronicled in his book 1873, when rail road as a sector peaked at 63% of benchmark, every other bubble in last 150 years has peaked with a single sector at 40% of the benchmark.</span></p><p><strong style="background-color: rgb(255, 255, 0);">AI big ten stocks are now 42% of the benchmark.</strong></p>https://x.com/riteshmjn/status/21069166844981166130.00502026-10-05T06:46:00.189806+00:002x.comrailroadsstocksai2073https://pbs.twimg.com/media/HT1FjxzbAAAmsRS?format=jpg&name=smallImage2026-10-05T06:46:01.372184+00:002244@Amank1412Aman<p>Beats Qwen2 635B &gt; Beats Nemotron 3 Super &gt; Beats Mistral Small 4. Built on a custom MoE Transformer architecture.</p>https://x.com/Amank1412/status/21066549923463048560.00402026-10-05T05:38:36.399244+00:002x.comllmgermanyai2068https://pbs.twimg.com/media/HTxXi-1aIAAntfG?format=jpg&name=smallImage2026-10-05T05:38:36.826545+00:002236https://www.linkedin.com/in/melissarosenthal5/Melissa Rosenthal<p>Meta spent $31.1 billion on AI infrastructure last quarter, against $31.9 billion in operating cash flow. Its free cash flow came to $784 million, down from $8.5 billion a year earlier. The rest of Big Tech is in a similar position, and the difference is increasingly being borrowed. Goldman Sachs estimates investors have put about $500 billion into AI-linked companies this year. Amazon, Alphabet Inc., Meta, Microsoft and Oracle are expected to issue more than $1 trillion in new debt over the next few years. Bain &amp; Company’s new technology report puts a figure on what that spending has to earn back: about $6 trillion in annual AI revenue by 2031. Bain thinks today's consumer and enterprise AI products could cover up to $1.8 trillion of it. The remaining $4.2 trillion would have to come from businesses that are still small or haven't been built. Bond prices have moved with that uncertainty. The $27 billion in notes funding Meta's Hyperion data center in Louisiana traded as high as 110 cents on the dollar shortly after they were sold last October, and at 91 cents on September 28. For enterprise leaders, the financing behind this spending deserves a close look. The cloud capacity companies are signing multi-year contracts for is being built partly with borrowed money, and borrowing costs have been rising. If AI revenue grows more slowly than Bain's model assumes, those carrying costs could eventually show up in cloud pricing. We went through the numbers at State of AI here: https://lnkd.in/gsJ8YpD7</p>https://www.linkedin.com/feed/0.00802026-10-05T04:29:53.551813+00:001linkedin.comaibig-techfinance2056https://media.licdn.com/dms/image/v2/D5622AQFXpKObg9NfGg/feedshare-shrink_160/B56aEJqxClGcAk-/0/1791163569188?e=1792627200&v=beta&t=GG0pSuuwQPC_zIE4c2o5TFa9RBnf8hBOSfcO72FPkjoView image2026-10-05T04:29:55.449224+00:002234@RobynHDRobynHD<p>The first graphic from J.P. Morgan shows: The investment spending of Alphabet, Amazon, Meta, Microsoft, and Oracle is approaching their operating cash flow. In the forecast shown, the combined free cash flow falls below zero in 2026 and remains negative in 2027. An operating cash flow of more than one trillion US dollars is therefore temporarily insufficient to cover the investments. The capital network shows the second side: Chip suppliers invest in AI companies, these order computing power, cloud providers buy chips. On top of that come long-term contracts, buyback commitments, and guarantees. This can accelerate the expansion. But it also makes the companies dependent on each other: If a major customer comes under pressure, multiple partners can be affected simultaneously. Important: Investments, contract commitments, and guarantees are different magnitudes. They must neither be simply added up as "debt" nor treated as revenue already received. For me, this is the crucial point: How quickly will sufficient revenue from paying customers arise from the enormous investments? The graphics do not prove an AI bubble. But they show how much future growth is already being financed and contractually anticipated.</p>https://x.com/RobynHD/status/21066651375578772260.00602026-10-04T19:42:26.295162+00:002x.cominvestmentaifinance2053https://pbs.twimg.com/media/HTxgjNFW8AEBuMw?format=jpg&name=240x240Image2026-10-04T19:42:26.734239+00:002054https://pbs.twimg.com/media/HTxgjNeWkAAM5Py?format=jpg&name=360x360Image2026-10-04T19:42:26.776717+00:002227@OptionKing666456X<p>DRAM and NAND memory shortages will deepen in 2027 to supply deficits of 5.9% and 4.6%, respectively, according to Goldman Sachs. Unusually tight manufacturing capacity and surging enterprise model usage are expected to prolong severe market tightness through 2028. This supply deficit strengthens structural pricing power and operating margins for key memory producers such as Kioxia. Global token consumption is projected by Goldman Sachs to expand 24-fold to 120 quadrillion tokens monthly by 2030, driven by autonomous AI agents. In response, Kioxia management is already negotiating long-term supply agreements to lock in 50% of its 2028 output. Slower adoption of consumer AI workflows remains the key downside risk to monitor for memory demand. Report date: 2026-10-01 · GS #AI #MarketStrategy</p>https://x.com/OptionKing666/status/21063565023155735870.00602026-10-04T19:18:34.198137+00:002x.commarketstrategygoldmansachsai2047https://pbs.twimg.com/media/HTtH-DXbAAAEtL9?format=jpg&name=smallImage2026-10-04T19:18:34.526580+00:002209https://www.linkedin.com/in/ryanlemand/Ryan Lemand, PhD<p>VC exit value just hit $2.2 trillion, and almost all of it is one company. The Financial Times’ chart shows 2026 exit value at roughly two and a half times the 2021 peak while the number of exits collapses toward the lowest in the sample, and the resolution of that paradox is a single name: SpaceX's $1.77 trillion IPO produced more exit value in one quarter than the entire prior decade of venture backed listings, the $250 billion xAI exit was a merger into SpaceX, and next quarter's Cursor exit is SpaceX again. Strip the 5 largest exits out of Q1 and its record exit value falls 86.6%. The same concentration runs through the whole pipeline: $412.7 billion deployed in the first half, a record, with 86% of it into AI, roughly 9 dollars in 10 into deals of $100 million or more, and 3 firms taking 48% of all capital raised, while first time fund formation heads for its worst year since 2016 and venture funds remain cash flow negative to their investors. The lesson from the last spike on this chart is the caveat that matters: 2021's exit boom marked the top of that cycle and preceded the worst vintages in a decade, and this one is bigger, narrower and priced off confidential filings still to come, with median IPO step ups of just 1.1 times and the recent listings already giving back their first day gains. Record liquidity that reaches almost nobody is not a healthy exit market, it is a bottleneck wearing a crown.</p>https://www.linkedin.com/feed/0.00802026-10-04T14:53:14.705835+00:001linkedin.comventureexitai2032https://media.licdn.com/dms/image/v2/D4D22AQH4Eplm8P6-Eg/feedshare-shrink_800/B4DaDHpjj0HsAg-/0/1790055954911?e=1792627200&v=beta&t=baNjlQdhh3VXofCmwVll7AN9qQJRHXBrGi1uFLXxdygView image2026-10-04T14:53:14.999736+00:002187@joseazarJosé Azar<p>We've looked at the recomposition of firms/occupations exposed to AI by seniority layer, and we saw that the "mid" layer increases. However, it's possible that what Herb Simon calls "middle managers" are actually more like the "senior" layer (levels 5 and 6, below top management), so you might interpret the decline in the share of "seniors" within firms as evidence that Herb Simon was right.</p>https://x.com/joseazar/status/21062781742082419140.00602026-10-04T06:01:41.493218+00:002x.commanagementfirmsai1992https://pbs.twimg.com/media/HTsAu8NXgAAmczV?format=jpg&name=smallImage2026-10-04T06:01:41.906224+00:002157https://www.linkedin.com/in/vikas-subhash-singh-39232398/Vikas Subhash Singh<p>🇺🇸 Trump says the U.S. government could take stakes in OpenAI, Anthropic and other frontier AI companies.That could extend the Intel playbook into AI government equity in companies viewed as strategically important.AI is rapidly becoming a matter of national security, infrastructure and strategic capital.</p>https://www.linkedin.com/feed/0.00502026-10-03T06:37:40.099245+00:001linkedin.comanthropicaiopenai1960https://media.licdn.com/dms/image/v2/D4D22AQE2HsA88-Ywjw/feedshare-shrink_800/B4DaD4hBneIgAc-/0/1790875802331?e=1792627200&v=beta&t=Jgr_RLVLx7fxUqvBlazeziR9A08EijIGv2abuj7Qzj0View image2026-10-03T06:37:40.693973+00:002143@samueltombsSamuel Tombs<p>It's beyond doubt now - AI is a net drag on payrolls. Job losses in finance, information and professional and business services are continuously exceeding the jobs created in the construction and manufacturing sectors:</p>https://x.com/samueltombs/status/21060065000828437540.00502026-10-03T05:12:37.539211+00:002x.comjobsaifinance1945https://pbs.twimg.com/media/HToJf5oWoAA_JsY?format=jpg&name=smallImage2026-10-03T05:12:37.968039+00:002133@AndrewYangAndrew Yang<p>Labor force participation is near a 50-year low and trending downwards even before AI and robots kick into high gear.</p>https://x.com/AndrewYang/status/21059968141347640130.00402026-10-02T16:20:55.910398+00:002x.comailaboreconomy1934https://pbs.twimg.com/media/HToA8MPXsAA3pBw?format=jpg&name=smallImage2026-10-02T16:20:57.379021+00:002122@StockSavvyShayShay Boloor<p>More Toshiba capacity means more competition for Western Digital and $STX in the same AI storage market, where investors have been pricing in tighter supply.</p>https://x.com/StockSavvyShay/status/21059833341324616300.00502026-10-02T11:46:12.589393+00:002x.comtoshibahddai1925https://pbs.twimg.com/media/HTn0ricakAAgta9?format=jpg&name=smallImage2026-10-02T11:46:14.648480+00:002083https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>BIG MOVE: OpenAI reportedly caught China's Moonshot AI running a coordinated campaign to extract its most protected AI reasoning.This wasn't a hack. It was something more deliberate.Reports indicate 16,000+ requests across thousands of users over roughly two days, eventually scaling to 15,000+ total users before OpenAI shut it down.The alleged method: manipulating model interactions to surface hidden reasoning, no database breach, no encryption broken.OpenAI has reportedly flagged the activity to the Frontier Model Forum and government channels.This comes after Anthropic accused Moonshot AI and Alibaba of secretly using Claude to train competing models.If the pattern holds, the playbook is clear: extract Western AI capabilities without the R&amp;D cost.Not a technical dispute anymore. IP warfare at the frontier.Who gets hurt most if this attack model becomes standard practice?</p>https://lnkd.in/p/gyEQJYgk0.00802026-10-01T16:01:47.987822+00:001linkedin.comcybersecurityopenaiai1892https://media.licdn.com/dms/image/v2/D4D10AQF1xlVQWBY3nw/image-shrink_800/B4DaD4J9PKKIAg-/0/1790869755163?e=1791478800&v=beta&t=RjmIqyz63FhyE11dQsEjsF-8QRFrq7r-psi7AcRnrAEView image2026-10-01T16:01:49.074960+00:002073@BobEUnlimitedBob ElliottThe vast majority of the surge in AI-related capex value is imported. Good for growth in Asia, but not so much in the US.https://x.com/BobEUnlimited/status/21056477130648127400.00402026-10-01T15:43:12.711959+00:002x.comgrowthaicapex1888https://pbs.twimg.com/media/HTjDb7QXMAAcWKS?format=jpg&name=smallImage2026-10-01T15:43:13.630747+00:002065https://www.linkedin.com/in/ryanlemand/Ryan Lemand, PhD<p>Oracle's gross profit has barely moved in 5 years, and its liabilities have doubled, that is the whole AI bet in one chartTwenty quarters on one page. The blue bars, Oracle's quarterly gross profit, go from about $6.5 billion to $10.3 billion, which is decent growth but nothing dramatic. The red bars, the long term liabilities, go from about $100 billion to $188.5 billion, most of that in the last 5 quarters. Total borrowings are $125.3 billion after $43 billion of debt raised last fiscal year alone, lease liabilities more than doubled in 12 months to $26.6 billion, and interest expense is running at $1.43 billion a quarter, up 55% on the year. Capex was $28.5 billion in the latest quarter, nearly 3 quarters worth of gross profit spent in one, and free cash flow came in at minus $5.4 billion after minus $23.7 billion for the full year. Against all of that sits a $664 billion backlog with roughly half of it tied to OpenAI, a company that is itself burning cash and that Nvidia has just backed away from funding. So what Oracle has really done is lever a flat profit stream 2 times over against one customer's abilty to pay for compute it has not consumed yet.To be fair to them, the cloud infrastructure line grew 121% last quarter, the $20 billion equity sale got done, and they say no more debt this calendar year. Backlog is contracted and gross profit did tick up. But look at the shape of that chart and ask yourself what the red bars are for. They are not for the business that produced the blue ones. They are for the customer who hasnt paid yet, and the bond market has already downgraded it to one notch above junk for exactly that reason.</p>https://www.linkedin.com/feed/0.00802026-10-01T12:44:10.120020+00:001linkedin.comfinancialaioracle1876IMAGE/media/content/2065/g-20261001-oracle-income-chart.jpgg-20261001-oracle-income-chart.jpgjpg2026-10-01T12:45:01.788620+00:002051https://www.linkedin.com/in/carmelojuanes/Carmelo Juanes Rodríguez<p>This chart is impressive. It’s also a headache if you’re responsible for AI in production.Josh’s data shows the median gap between Anthropic and OpenAI model releases shrinking from about 70 days to 11.Changing a model name takes minutes. Checking whether it still handles messy inputs, preserves output formats, and meets latency limits takes longer.I wouldn’t test every release just because it’s new. I’d start with a failure I can name, then check whether the new model fixes it without creating another one.The labs set the release schedule. We set the bar for shipping.Invofox is the document parsing and data extraction API for software teams. Check it out here and get 250 extra free pages — 750 instead of the usual 500!</p>https://www.linkedin.com/feed/0.00902026-10-01T10:39:56.548868+00:001linkedin.comdatamodelai1855https://media.licdn.com/dms/image/v2/D4E10AQFUADdUbXBNJQ/image-shrink_800/B4EaDy_a4rIwAk-/0/1790783106909?e=1791457200&v=beta&t=rz5arn-25ViN3bUZhefkyOJG86y1a6NEd2T9K-cs_68View image2026-10-01T10:39:57.231394+00:002040https://www.linkedin.com/in/janreinhart/Jan Reinhart<p>Will Oracle be the AI fall guy? Reports are out about Oracle failing to receive the necessary permits to build a gas pipeline to power a large AI data center site triggering a shock wave in the finical community as this puts at risk the company's ability to service its huge loan book.In a recent article, Eric Guyer laid out how much Oracle has changed from a high-margin software business to a capital-intensive infrastructure player. And how on one hand it had 40-year loans and on the other side OpenAI as its largest customer, a company burning money faster than it can earn it.It is hard to assess which risk is higher, getting its large data center operational or OpenAI's ability to pay. Each of them could bring Oracle down, combined it might prove to be too much.</p>https://lnkd.in/p/dwc9PNdu0.00602026-10-01T09:16:27.053589+00:001linkedin.comdata-centeraioracle1840IMAGE/media/content/2040/g-20261001-oracle-chart.jpgg-20261001-oracle-chart.jpgjpg2026-10-01T09:17:11.228176+00:002029@CavaggioniMarioMario Cavaggioni<p>The AI demand is booming</p>https://x.com/CavaggioniMario/status/21055404906661482460.00402026-10-01T06:53:12.857380+00:002x.comexportsaikorea1827https://pbs.twimg.com/media/HThhuTAXMAAR-n4?format=png&name=smallImage2026-10-01T06:53:14.315474+00:002023@alvinfooAlvin FooNvidia keeps $55.60 of every $100 it sells, Glencore keeps 10 cents. Same planet, same economy, 556x difference! Look at the top 5 on this list. Nvidia, Microsoft, Alphabet, Meta and Apple, all tech, all keeping $27–$56 per $100. Now look at the bottom. Walmart: $3.10. Costco: $2.90. CVS: $0.40. Massive revenue, almost nothing left. The lesson wasn't "be big”, it was: own the bottleneck. Nvidia doesn't win because it sells the most, it wins because everyone building AI has to go through it. Scarcity sets the margin. Retailers move goods, tech companies own the choke point. That's why $120B in profit comes from Nvidia, while Walmart's scale yields $22B. The AI economy is repricing everything, every industry is being sorted into two groups: Those who own the scarce layer. And those who pay rent to it.https://x.com/alvinfoo/status/21055080951745579910.00502026-10-01T06:12:37.187530+00:002x.comaitecheconomy1820https://pbs.twimg.com/media/HThEdIRWIAA31Xw?format=jpg&name=smallImage2026-10-01T06:12:37.751647+00:002004@rdominguezibarRubenSequoia's @gradypb recorded his view on AI for one of Sequoia's own LPs, and his partners told him to share it with everyone Goldhttps://x.com/rdominguezibar/status/21052983535295161790.005520032026-09-30T19:29:22.626173+00:002x.comsequoialpai1951https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>AMD just paid $8.2B to bring Fei-Fei Li inside the building.AMD is acquiring World Labs in an all-stock deal, its second-largest acquisition ever.Fei-Fei Li becomes Chief Scientist and EVP.World Labs' 'Marble' model simulates full 3D environments.Robots and autonomous vehicles can train in virtual worlds before touching the real one.The strategic upside AMD is really buying: years of early visibility into what next-gen AI chips actually need to do.This isn't just a talent grab. It's AMD placing a very large, very deliberate bet that physical AI is where the chip wars get decided.Does this move AMD into genuine contention with Nvidia in the AI infrastructure race?</p>https://lnkd.in/p/dA8y4BS20.00402026-09-30T06:52:27.569972+00:001linkedin.comamdacquisitionai1743IMAGE/media/content/1951/g-20260930-amd-buys-worldlab.jpgg-20260930-amd-buys-worldlab.jpgjpg2026-09-30T06:54:14.058008+00:001949https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>Anthropic’s IPO prospectus tells two stories. 🦔The growth story: revenue surged 12-fold to $4.6 billion in 2025. A potential valuation above $2 trillion would make this one of the defining IPOs of the AI era.The cost story: Anthropic lost more than $8 billion on an operating basis and outlined $518 billion in future cloud and infrastructure commitments. Nearly a quarter of its revenue came from just two customers, while many major clients lack long-term contracts. The Business TimesThe technology story has its own risks. Anthropic warns that increasingly capable AI systems could behave in ways their creators struggle to control.Investors are being asked to price extraordinary growth, enormous spending and unprecedented uncertainty—all at once.The question isn’t whether AI demand is real. It’s whether revenue can grow fast enough to support the cost of supplying it.Source: Hedgie</p>https://lnkd.in/p/d72dZyFK0.00502026-09-30T06:41:37.955219+00:001linkedin.comipoanthropicai1742IMAGE/media/content/1949/g-20260930-anthropic-income.jpgg-20260930-anthropic-income.jpgjpg2026-09-30T06:43:05.215208+00:001942@IntCyberDigestInternational Cyber Digest<p>AI agents have leaked more than 13,000 internal screenshots from 343 tech companies onto GitHub, including a frontier AI lab and several Fortune 500 companies. Unable to attach images to private pull requests, the agents quietly posted them to public repos instead.</p>https://x.com/IntCyberDigest/status/21049877628645583300.00502026-09-30T06:12:44.555891+00:002x.comgithubaitech1734https://pbs.twimg.com/media/HTZrLCFXQAATCqf?format=jpg&name=smallImage2026-09-30T06:12:45.059276+00:001899@CNBCCNBCMichael Burry believes the AI bubble 'may burst' sooner than he first believedhttps://x.com/CNBC/status/21046739285473567450.00502026-09-29T09:17:01.547895+00:002x.commichaelburryaibubble1681https://pbs.twimg.com/card_img/2103260064475701248/fxqAJ_qR?format=jpg&name=small2026-09-29T09:17:01.884480+00:001868https://www.linkedin.com/in/hanno-lustig-b203a3/Hanno Lustig<p>The U.S. is in the midst of one of the largest investment booms it's experienced in its history, fueled by the arrival of a new general-purpose technology: AI. The U.S. is projected to invest roughly 3.6% of GDP in AI infrastructure (think data centers etc) per annum between 2025 and 2032. That is about three times the size of the US telecom and fiber investment boom in the late 90s. And it’s roughly 50% larger than the railroad investments of the late 19th century.What do you have to believe about future cash flows if you're building data centers right now? In his new BPEA paper "Financing the AI Buildout"Stijn Van Nieuwerburgh ran the numbers for us. For US data center owners to break-even with a 10% required return, you'd have to expect that total gross revenue of data centers exceeds 9% of projected US GDP by 2032. Here's a short write-up:https://lnkd.in/g2zYndyr</p>https://lnkd.in/p/dSkHzRNi0.00652026-09-28T09:25:08.771291+00:001linkedin.comaidata-centers1647IMAGE/media/content/1868/image.pngimage.pngpng2026-09-28T09:26:08.678296+00:001851https://www.linkedin.com/in/zuberbuehlerassociates/Max Zuberbühler, CIIA, CFDS<p>China Winning AI 🤖 🐇 🖥️ Space Bunny Alpha: If you look at the naming convention ("Space"), connection to xAI, and Elon Musk, it would be a very intuitive connection to think Space Bunny Alpha is US made. However, there are a few technical reasons why the AI community heavily rules out Elon Musk or XAI being the provider behind Space Bunny Alpha:1️⃣ The Tokenizer Fingerprint: When developers pass test text through Space Bunny Alpha, the way it slices words into fragments (tokens) creates an exact 1:1 architectural fingerprint matching the Chinese AI startup MiniMax. It does not match the Grok/ xAI tokenizers at all. 2️⃣ Infrastructure Style: xAI generally launches their frontier models directly through their own platform (X.ai) or integrated into the X premium app. They don't typically drop free, unbranded test models onto open developer routers like OpenRouter anonymously. 3️⃣ Model Alignment: Early testers noted that Space Bunny Alpha's safety filter and system prompt behaviors match the typical patterns of Shanghai-based labs trying out upcoming releases (specifically the anticipated MiniMax M3.1). While the "Space" name sounds exactly like something Musk would choose, in this specific case, it appears to be a playful codename chosen by a Chinese lab to mask their preview testing.</p>https://www.linkedin.com/posts/zuberbuehlerassociates_china-winning-ai-space-bunny-alpha-share-7510212261341216768-Kbre/0.00902026-09-28T07:22:46.121549+00:001linkedin.comchinaaiminimax1632IMAGE/media/content/1851/g-20260928-openrouter-llm-stats.jpgg-20260928-openrouter-llm-stats.jpgjpg2026-09-28T07:24:24.574669+00:001833https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIABofA's Hartnett: Today’s "AI Big 10" (Mag 7 plus Broadcom, AMD and Micron) is 41% of US market cap, which is where all previous major bubbles peakedSource: zerohedge, BofAhttps://www.linkedin.com/feed/0.00452026-09-28T04:28:11.493424+00:001linkedin.commarket-capaifinance1611IMAGE/media/content/1833/image.pngimage.pngpng2026-09-28T04:28:40.910181+00:001831https://www.linkedin.com/in/rubendominguezibar/Rubén Domínguez IbarAI stocks have left the rest of the global market far behind 😳https://www.linkedin.com/feed/0.00502026-09-27T15:55:19.833774+00:001linkedin.commarketstocksai1609https://media.licdn.com/dms/image/v2/D4D22AQFNij5KNWyfyw/feedshare-shrink_800/B4DaDjZyY8HMAc-/0/1790521583541?e=1792022400&v=beta&t=2kz6wxyFkR3SJtAW51rdunYHANVvSqHOt03O1XWcnU8View image2026-09-27T15:55:20.876022+00:001799https://www.linkedin.com/in/melissarosenthal5/Melissa RosenthalSequoia Capital invested in Ineffable Intelligence at a valuation of about $55 million. Roughly a month later, Lightspeed, Index Ventures and DST invested in the same company at $4 billion. As far as anyone can tell, the company didn't release a product or sign a customer in between. The announced valuation was $5.1 billion, and that's the figure that made the news. Forbes reported in June that splitting a round into two prices has become common in AI. Founders announce the higher number because it helps with hiring and with raising the next round. Baseten raised this way, and according to Forbes so did Aaru and Serval. Pre-product valuations are high across the board. Thinking Machines Lab raised at $12 billion before it had a product, and Safe Superintelligence Inc. is valued at $32 billion without one. At the top end of the US seed market, valuations nearly tripled over the past year. Some of these bets could work out, as they did for early Anthropic investors. But the valuation in an AI funding announcement often says very little about what the company is worth, and people joining these startups on stock options priced near the headline number may be taking on more risk than they think. We wrote a longer piece on how these deals are put together and who's exposed if they go wrong. Full piece on State of AI: https://lnkd.in/ghDkHvVGhttps://www.linkedin.com/feed/0.00902026-09-27T06:50:37.465631+00:001linkedin.comstartupsinvestmentai1579https://media.licdn.com/dms/image/v2/D5622AQFC_LoXAKB8WA/feedshare-shrink_160/B56aDfMlHHI4Ak-/0/1790451012693?e=1792022400&v=beta&t=f1ncajaon3vtwffpVBMJ_oYLI_fUjh8L5v-ohuQPLLUView image2026-09-27T06:50:37.901430+00:001794@David_Charts2David Doney🧵 How indebted are the big tech companies building out AI and datacenters? The debt to equity ratio is one way of measuring it. Details on each company in thread. There is a big caveat here, that these companies put a lot off-balance sheet. 1/https://x.com/David_Charts2/status/21039110005128153760.00502026-09-27T06:42:50.872092+00:002x.combigtechdatacentersai1573https://pbs.twimg.com/media/HTKXgI2W0AAk4Jl?format=png&name=smallImage2026-09-27T06:42:52.558529+00:001793@anasalhajjiAnas Alhajji<p>Is this the result of a lack of information or of misinformation about AI? If so, the job of educating people is large and difficult. Most People Believe in AI Job Losses, Not Gains</p>https://x.com/anasalhajji/status/21038633099380820230.00602026-09-27T06:31:23.405180+00:002x.comaieducationmisinformation1572https://pbs.twimg.com/media/HTJrvHfXwAALTQl?format=jpg&name=smallImage2026-09-27T06:31:24.232703+00:001785@ResiClub_HQResiClubThe AI data center boom is putting additional upward pressure on long-term yields/mortgage rates Without it, the labor market and economy would be softer right now Here's another look at the latest data center spending datahttps://x.com/ResiClub_HQ/status/21028607815868746960.00402026-09-27T06:10:52.948621+00:002x.comdata-centeraieconomy1557https://pbs.twimg.com/media/HS7b6q1XcAA5oPZ?format=png&name=smallImage2026-09-27T06:10:53.346439+00:001776https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterThe average US stock is struggling. The ratio of the equal-weighted S&P 500 to the S&P 500 index is down to 1.11, its 3rd-lowest level since April 2003.This ratio has declined for 5 consecutive weeks by a total of -5.5%.Over this period, the equal-weighted S&P 500 has fallen -4.4% while the S&P 500 has increased by +0.8%.This also puts the ratio on track for its 4th consecutive annual decline, the longest streak since 1999.By comparison, this metric peaked at 1.60 in April 2015.AI is carrying the entire stock market.https://www.linkedin.com/feed/0.00502026-09-27T05:57:29.573623+00:001linkedin.comsp500stocksai1550https://media.licdn.com/dms/image/v2/D4D22AQGsKyfyfE_vfg/feedshare-shrink_800/B4DaDgYiZ0LAAc-/0/1790470924281?e=1792022400&v=beta&t=ELNPKRSBa19sky8JGPzNdcU23dnWpvphxxm5AyQqP18View image2026-09-27T05:57:30.006168+00:001775https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIABREAKING >>> US and China agree to cut tariffs on $30 billion worth of goods and set up a new channel for AI incidents, following Trump's meeting with Xi.China said on Saturday it had agreed with the U.S. on a $30 billion reciprocal tariff-reduction arrangement ⁠and on launching a dialogue on AI, under an eight-point consensus reached during ​President Xi Jinping’s visit to ​Washington.The two ​sides have also agreed to set up a trade council and extend the outcomes of earlier talks in Kuala Lumpur, the Chinese Foreign ⁠Ministry ‌said.The agreement follows an earlier move ⁠by the world’s two largest economies to extend by two months a trade truce that had been due to expire on Nov. 10, allowing more time ‌to work on a potentially bigger trade deal, U.S. Treasury Secretary Scott Bessent said on Wednesday.The three-day summit ​between Xi and President Donald Trump, which ended on Friday, showcased personal diplomacy rather than big public breakthroughs. Xi has since landed in Beijing, Chinese state news agency Xinhua ⁠reported on Saturday.On artificial intelligence, the two sides agreed to hold ‌a dialogue on the technology’s risks and benefits, ‌with the next round of discussions set for November, and to set up a communication channel for AI-related incidents, the Chinese Foreign Ministry said.Beyond ⁠the economy, they also agreed to support each other in hosting ⁠the Asia-Pacific Economic Cooperation leaders’ meeting and the ⁠Group of 20 summit, with both leaders planning to attend the gatherings hosted by the other, as Trump ​had earlier said in a ‌social media post.Source: CNBChttps://www.linkedin.com/feed/0.00902026-09-27T05:56:06.962687+00:001linkedin.comtariffsaitrade1549https://media.licdn.com/dms/image/v2/D4E22AQHGQWX6R__E8g/feedshare-shrink_800/B4EaDeTrTeIgAc-/0/1790436095450?e=1792022400&v=beta&t=d8d36B6FTgUXB4iWgWpBS8pzrnc2bjTUMkRnJt8YByMView image2026-09-27T05:56:08.227008+00:001771https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAAI capex is getting so large that the debate is shifting from how much will they spend? to can they actually earn a return on it?GS’s Eric Sheridan estimates Alphabet, Amazon, Microsoft, Meta, Oracle and SpaceX need to generate a combined $1.42 trillion of cumulative revenue in 2028–30 to earn a 15% ROIC on their 2026–27 AI buildout.The three big public cloud players, Amazon, Microsoft and Alphabet, already have a combined $1.69 trillion backlog.GS calculates they need to convert only around 59% of that existing backlog into future revenue to clear the 15% ROIC hurdle on their AI investments.The AI capex debate looks rather different when much of the required demand is already sitting in the order book. More here.Source: TME, GShttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00702026-09-27T05:28:14.238761+00:001linkedin.cominvestmentaicapex1545https://media.licdn.com/dms/image/v2/D4E22AQHWjVyMnLlAFQ/feedshare-shrink_800/B4EaDaqt2UH4Ac-/0/1790375026352?e=1792022400&v=beta&t=a5ksjJsCDXbwHxw2eoWZtdB3en-4jGzotV4BM8jZlKYView image2026-09-27T05:28:14.704266+00:001710https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi Letter<p>We are officially witnessing the biggest wave of infrastructure investment in modern US history.Total investment in data centers and AI infrastructure is projected to average 3.63% of US GDP per year from 2025 to 2032, the highest proportion among major infrastructure buildouts since the 1800s.The previous largest investment, railroad infrastructure, represented 2.24% of GDP per year in 1870-1890.This was followed by highway investment that averaged 1.13% of GDP in 1956-1973, while telecommunications and fiber infrastructure averaged 1.10% in 1996-2003.By comparison, electrification stood at just 0.50% of GDP in 1905-1925, while canal investment accounted for 0.66% in 1836-1841.This comes as AI and data-center infrastructure investment is projected to total ~$10.3 trillion between 2025 and 2032.The AI buildout is the largest infrastructure investment in modern US history.</p>https://www.linkedin.com/feed/0.00702026-09-26T07:28:24.240575+00:001linkedin.cominfrastructureinvestmentai1495IMAGE/media/content/1710/image.pngimage.pngpng2026-09-26T07:28:45.212690+00:001664@BullTheoryioBull Theory🚨 SOMETHING VERY STRANGE IS HAPPENING IN THE STOCK MARKET. The S&P 500 is near all time highs, but beneath the surface, a completely different market is forming. Almost half of S&P 500 stocks now are moving differently from the overall market. Goldman says this kind of divergence looks very similar to the Tech Bubble. The biggest reason is market concentration. The 10 largest stocks now make up around 40% of the S&P 500, and many of them are riding the AI boom. Because these companies are so large, they can keep pushing the entire index higher even when a large part of the market is struggling. Meanwhile, the rest of the market is dealing with rising bond yields, $100+ oil, a stronger dollar and higher borrowing costs. These pressures are hitting companies that are more sensitive to rates, energy costs and the broader economy. So the S&P 500 being near record highs doesn't mean everything underneath is doing well. A small group of massive companies is making the overall market look much stronger than many stocks actually are.https://x.com/BullTheoryio/status/21034420121881072430.00702026-09-25T11:19:57.766715+00:002x.comsp-500aistock-market1461IMAGE/media/content/1664/image.pngimage.pngpng2026-09-25T11:20:17.421174+00:001611@JTheretohelp1JTheretohelp1Credit leads, equities follow. To all the bulls on hyperscalers, I’d like to present Exhibit A: credit spreads. Per Goldman, “AI borrowing keeps pushing up the rates that AI borrowers have to pay.” And this widening divergence is frankly tough to ignore. Source: Bloomberghttps://x.com/JTheretohelp1/status/21031564382100811470.00402026-09-25T06:31:41.052229+00:002x.comcreditequitiesai1415https://pbs.twimg.com/media/HS_pol4XUAAPuh6?format=jpg&name=smallImage2026-09-25T06:31:41.285940+00:001588https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAThe AI boom has a construction problem.Oracle has reportedly sent a force majeure notice to the developer of Project Jupiter, its vast New Mexico data center. The notice seeks to protect Oracle from payments if the site misses its planned 2028 opening. Oracle says the project remains on schedule.Meanwhile, roughly $18 billion in loans backing the project have reportedly traded around 90 cents on the dollar. Local concerns over water and air quality, along with obstacles to supplying power, have raised questions about delays.That is the risk behind the AI buildout: compute contracts and financing can be signed quickly. Power infrastructure, permits and community support take longer.If a data center opens late, the consequences can run through its lenders, tenant and customers waiting for capacity.The next AI bottleneck may be getting the buildings online.Source: zerohedgehttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00602026-09-25T05:33:25.646320+00:001linkedin.comdata-centeraioracle1386https://media.licdn.com/dms/image/v2/D4E22AQGFXAGnLvJIHA/feedshare-shrink_800/B4EaDU24s7HoAc-/0/1790277553286?e=1792022400&v=beta&t=UaTM1YEHwcD9YgiSczm-oPrf2FnuV4fxg9gRIbADoRIView image2026-09-25T05:33:26.202712+00:001573https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAThe stock market loves Nvidia. The credit market is asking a harder question: who pays for the AI buildout? The cost of insuring Nvidia’s debt against default has roughly doubled this year. SpaceX credit default swaps have approached 180 basis points. Both companies sold $25 billion of bonds in June, while hyperscalers are on track to spend more than $750 billion on data centers in 2026. Equity investors see growth, revenue and momentum. Credit investors are looking at the debt needed to fund it—and the returns required to repay it. Rising insurance costs do not mean a default is coming. But they do show that lenders are reassessing the risk. The stock price tells you how excited investors are about AI. Credit spreads tell you what financing that excitement costs. Watch both. $NVDASource: Kurt S. Altrichter, CRPS®@kurtsaltrichterBloomberghttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00702026-09-24T15:22:32.462842+00:001linkedin.comcreditnvidiaai1373https://media.licdn.com/dms/image/v2/D5622AQF_JpnIHlh6Ow/feedshare-shrink_160/B56aDTv568KcAk-/0/1790258946006?e=1792022400&v=beta&t=-lGPBR1N4O4T4ST1oijaNuhEXjTuckA7QuYL6CFIlH0View image2026-09-24T15:22:34.617846+00:001555https://www.linkedin.com/company/litquidity/Litquidity<p>micro1, the AI training-data startup led by 25-year-old founder Ali Ansari, raised over $100 million at a $4 billion valuation, per a Forbes report.The San Francisco-based startup has seen astronomical growth over the past 12 months, scaling from a $500M valuation last year to $4 billion today. Ansari originally launched Micro1 as an AI-powered recruiting engine before quickly pivoting to tap into tech's most critical bottleneck: high-quality data to train next-generation frontier models.Micro1 now provides specialized data labeling, vetting, and training data services to top AI labs, putting it in direct competition with heavyweights like Scale AI and Mercor. The mega-round underscores how the AI boom's gold rush has shifted toward data curation and infrastructure, proving that the most lucrative pick-and-shovel businesses in AI can yield multi-billion-dollar valuations in just a matter of months.</p>https://www.linkedin.com/company/litquidity/0.00452026-09-24T09:00:10.943696+00:001linkedin.comfundraisingaistartup1355https://media.licdn.com/dms/image/v2/D4D22AQGfcFI5PFOoBQ/feedshare-shrink_800/B4DaDRmhVWJEAg-/0/1790222931748?e=1792022400&v=beta&t=HDi8Y1yZypEg8txWQkAeWCfqHJ3XEzZDOxCpoBIJHCYView image2026-09-24T09:00:11.447239+00:001540@EpochAIResearchEpoch AIAI is getting cheaper more quickly than any other transformative tech in history. At a given level of performance, cost has fallen ~47%/quarter since 2023. That’s 4× faster than DNA sequencing, 6× faster than compute, 18× faster than lithium batteries, and (up to 1973) 54× faster than electricity.https://x.com/EpochAIResearch/status/21025102811760235290.00502026-09-24T07:20:45.103750+00:002x.comtechnologyaiinnovation1347https://pbs.twimg.com/media/HS2d9XeaAAAgZKG?format=jpg&name=smallImage2026-09-24T07:20:45.551226+00:001522https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA🚨MICHAEL BURRY IS DOUBLING DOWN ON HIS AI SHORTS"Big Short" investor Michael Burry disclosed in his latest Substack post that he is adding to several of his biggest bearish bets.Burry increased his short positions "in some size" in:1. Micron2. Nebius3. SOXX4. PalantirBurry also pointed to comments from Acer CEO Jason Chen, who said memory chip inventories are building while Chinese suppliers are flooding the market with more supply.Burry wrote,"Nevertheless, it aligns with what I believe to be true."Burry also disclosed additional purchases of:1. QXO2. Build-A-Bear Workshop3. Sprouts Farmers Market4. Birkenstock5. MercadoLibreSource: Bull Theoryhttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00602026-09-24T05:51:55.109300+00:001linkedin.cominvestingaiburry1335IMAGE/media/content/1522/image.pngimage.pngpng2026-09-24T05:52:19.305928+00:001521https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterChina is seeing a historic boom in exports due to AI.China’s exports rose +25% YoY in August, their 3rd-largest monthly reading in at least 2 years.At the same time, imports surged +28%, pushing the monthly trade surplus to +$119 billion and the year-to-date surplus to +$806 billion.This puts China’s trade surplus on track for another annual record, following the $1.2 trillion seen in 2025.This all comes as high-tech exports contributed more than half of China’s export growth last month.Integrated-circuit shipments soared +130% YoY in August, while high-tech product exports jumped +57%.The AI boom is increasingly powering China’s export engine.https://www.linkedin.com/company/the-kobeissi-letter/0.00602026-09-24T05:40:45.715448+00:001linkedin.comchinaexportsai1334https://media.licdn.com/dms/image/v2/D4D22AQHS-C8NGMdTKA/feedshare-shrink_800/B4DaDQ8XslJAAc-/0/1790211882010?e=1792022400&v=beta&t=Nog5Ze_aNJdLoOdBdC6N0WuH7HdGn-XS6sFkJ3VUBGEView image2026-09-24T05:40:46.126939+00:001480https://www.linkedin.com/in/vikas-subhash-singh-39232398/Vikas Subhash Singh🚨📈AMD just joined the $1 TRILLION club.AMD is now the 4th U.S. semiconductor company to surpass the $1T market-cap milestone 🔥🟢 $NVDA | ~$5.5Trillion🔴 $AVGO | ~$1.7Trillion🟣 $MU | ~$1.2Trillion🟠 $AMD | ~$1.0TrillionAI infrastructure is reshaping the semiconductor landscape from GPUs and CPUs to networking and memory.Which one do you think has the strongest growth opportunity over the next 3 years? 👀👇$NVDA $AVGO $MU $AMD #AI #Semiconductors #NVIDIA #AMD #Broadcom #Micron #ArtificialIntelligence #Investinghttps://www.linkedin.com/feed0.00552026-09-23T15:46:16.175725+00:001linkedin.comnvidiasemiconductorsai1302https://media.licdn.com/dms/image/v2/D4D22AQEbXCl1tO2J8w/feedshare-shrink_800/B4DaDHaLZbIkAc-/0/1790051923806?e=1792022400&v=beta&t=URSlRe8v3C8l9ub5JJhD-TidRwI5bwMm485zF1J0ZTAView image2026-09-23T15:46:16.405976+00:001479https://www.linkedin.com/in/yumin-zhao/Yumin ZhaoSlowing down has never looked this fast.Dario Amodei, September 12: "We must pace the frontier." Sam Altman: "I agree with Dario." Elon Musk: "Dario is right."Ten days later, Anthropic ships Claude Opus 5.5. New #1 on the Artificial Analysis Intelligence Index, five points clear of everyone.Anthropic's answer is that Opus 5.5 only matches Fable 5.1, so the ceiling held. The chart disagrees. Everyone agreed to pace the frontier, but nobody agreed on how to measure it.The price is what clearly didn't slow down. Opus 5.5 is 20% cheaper per token, and GPT-6 Sol launched the same day at half the price of its predecessor.For builders, that's the real news. Both models are available in Microsoft Foundry, and Opus 5.5 is already live in GitHub Copilot. Frontier-level agents just got a lot cheaper to run. Just test them at the effort level you'd actually pay for, not the one that set the record.Pacing capabilities is a serious idea. Pacing prices was never part of the deal.Are you benchmarking Opus 5.5 at max, or at the effort level you would actually pay for in production? #AI #MicrosoftFoundry #GitHubCopilothttps://www.linkedin.com/in/yumin-zhao/0.00702026-09-23T15:45:50.026285+00:001linkedin.commicrosoftfoundryaigithubcopilot1301https://media.licdn.com/dms/image/v2/D4E22AQEsO5e_koRWEQ/feedshare-shrink_160/B4EaDNbq8RIIAk-/0/1790152978462?e=1792022400&v=beta&t=m7ZCIi1lLU0TUQQxHsgDhFhtyDGWIe-oY3-gj-5qoskView image2026-09-23T15:45:50.421683+00:001466Wall Street is turning against data centers. Startups that house them “or supply them with energy and land for construction were expected to dominate the IPO market over the coming months, feeding investors’ seemingly insatiable appetite for everything related to artificial intelligence.” Not so anymore.SB Energy, a subsidiary of the Japanese conglomerate SoftBank, has proposed to build the largest data center project in the world. It had planned its IPO for this month, “but the offering has been delayed, as investors question the company’s sought-after valuation of $50 billion or more”. Bankers can’t find enough buyers “within price ranges the company and its bankers had sought.”Holtec, a “company serving the nuclear energy industry that is looking to supply power for AI” is also pausing its IPO plans indefinitely, citing several factors that have “impaired investor confidence in the market for new public offerings.”Aggreko has also slowed down its process of going public, not only “because of challenges facing data centers, but also rising interest rates and broader economic uncertainty.”And of course, OpenAI’s IPO has been delayed until next year, Anthropic’s until next month, and neither company have yet released their S-1 prospectuses to the public.Meanwhile communities are pushing back. “Data Center Watch said some 45 data center projects worth $68 billion were blocked or delayed by local pushback between April and June this year, more than half of all new large-scale developments they began tracking during the period.”And there are other reasons for investors to avoid data centers. “The first worry is the sheer scale of debt issuance being used to fund the hectic pace of the datacentre rollout by the hyperscalers building them – Google, Amazon, Microsoft, Meta and Oracle – $132bn (£99bn) this year alone.”Second, the “unit economics of AI continue to be questionable and aren’t moving in the right direction:” “The price of AI is collapsing, while the cost of building it is not,” as token prices decline. Some estimate that these prices have declined more than half since June, to less than $1.Third, the math for the AI Labs “only works, it seems, on the assumption of epic revenue growth. Anthropic apparently told investors recently that its “adjusted operating income” was positive – the only problem being that this measure effectively excludes many of its costs.” As Cory Doctorow puts it: “These companies are claiming that they are so cool that their profitability can only be measured using a novel, secret form of mathematics.” In summary, even as “fears over hit a fever pitch as AI executives warned of the technology’s dangers and suggested slowing down the pace of development,” Wall Street is quietly rethinking the economics of and slowing down the pace of investing.https://www.linkedin.com/feed/0.01102026-09-23T09:23:25.637656+00:001linkedin.comtechnologyaiinnovation1288https://media.licdn.com/dms/image/v2/D4E22AQGCOkSHxuax4g/feedshare-shrink_480/B4EaDIdiMVIIAg-/0/1790069580835?e=1792022400&v=beta&t=TamaM5VT9iJI7i2mPR0hAWrX2vaLjBt0xdrqsGRgA5kView image2026-09-23T09:23:25.908478+00:001463https://www.linkedin.com/in/jonathanroig/Jonathan R.🚨MICHAEL BURRY IS DOUBLING DOWN ON HIS AI SHORTS"Big Short" investor Michael Burry disclosed in his latest Substack post that he is adding to several of his biggest bearish bets.Burry increased his short positions "in some size" in:1. Micron2. Nebius3. SOXX4. PalantirBurry also pointed to comments from Acer CEO Jason Chen, who said memory chip inventories are building while Chinese suppliers are flooding the market with more supply.Burry wrote,"Nevertheless, it aligns with what I believe to be true."Burry also disclosed additional purchases of:1. QXO2. Build-A-Bear Workshop3. Sprouts Farmers Market4. Birkenstock5. MercadoLibreSource: Bull Theoryhttps://www.linkedin.com/in/jonathanroig/0.00602026-09-23T09:21:53.761183+00:001linkedin.cominvestmentaimarkets1420It’s hard to price the threats posed by a misaligned superintelligencehttps://www.economist.com/finance-and-economics/2026/09/22/you-cant-trade-your-way-through-the-ai-apocalypse0.00502026-09-23T06:41:30.278033+00:0029economist.comeconomicsaifinance1240https://www.economist.com/cdn-cgi/image/width=1424,quality=80,format=auto/content-assets/images/20260926_FND001.jpgA big robot about to hit a person holding a paper to sign with a hammer2026-09-23T06:41:31.386477+00:001412https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterUS equity mutual funds are significantly underweight AI equities:Large-cap mutual funds are now ~1.75 percentage points underweight AI-exposed stocks versus their benchmarks, the largest underweight position on record.This excludes mega-cap names such as Amazon, Broadcom, Alphabet, Meta, Microsoft and Nvidia.By comparison, in mid-2024, they were overweight AI-related names versus their benchmarks by 0.40 percentage points.This comes as AI-exposed equities now make up 13.0% of the average large-cap mutual fund portfolio, versus 14.8% in their respective benchmarks.By comparison, both metrics stood at ~6.5% in Q3 2024.Institutional portfolios are underexposed to the AI trade.https://www.linkedin.com/company/the-kobeissi-letter/0.00702026-09-23T05:54:10.625477+00:001linkedin.comequitiesaimutual-funds1235https://media.licdn.com/dms/image/v2/D4D22AQHVT3ugxsT4vQ/feedshare-shrink_480/B4DaDLUM1uKgAk-/0/1790117465836?e=1792022400&v=beta&t=KJJE9VXAmobfZy5uT6q4ObNdMOUMBarW7tNsG_vtq3QView image2026-09-23T05:54:11.546998+00:001410@TimmerFidelityJurrien TimmerYes, AI will change our lives (for the better I trust) and down the road it may well unleash a productivity miracle that raises the economy’s non-inflationary speed limit enough to keep the world’s mounting debt burden sustainable. But until then the buildout is inflationary with an unknown return for the companies who are investing trillions into compute. The demand for capital (equity and debt) from corporates is rising at a $3.3 trillion clip. 🧵 (2/2)https://x.com/TimmerFidelity/status/21025598250705759490.00602026-09-23T05:39:41.312135+00:002x.comcomputeaieconomy1233https://pbs.twimg.com/media/HSwwaFAXgAANwqu?format=jpg&name=smallImage2026-09-23T05:39:41.865981+00:001409@TimmerFidelityJurrien TimmerOn the AI front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up. 🧵 (1/2)https://x.com/TimmerFidelity/status/21025598234767977120.00502026-09-23T05:39:04.103816+00:002x.comaimemorytrade1232https://pbs.twimg.com/media/HSwwaD3WQAEOw27?format=jpgImage2026-09-23T05:39:04.640987+00:001387https://www.linkedin.com/in/a-banks/Alex BanksOpen-source AI is getting seriously good.So what happens to frontier AI labs when the open models are level? Emad Mostaque asked this on X after DeepSeek released V4.1 Flash earlier this month.An open model he estimates cost $10 million to train, 100x less than GPT-6 Astra.Guillermo Rauch, the CEO of Vercel, shared that open models reached a record 78.4% of token volume on Vercel’s AI Gateway last week vs closed at 21.6%. Now OpenAI’s CFO Sarah Friar told CNBC that frontier models are what the smaller, cheaper “child models” get trained from. We must remember that everyone trains on everyone’s data: the frontier trains on old books and web data; the smaller models may be distilling from the larger models.Chamath Palihapitiya predicts the top three models will be open source within 12 months, and the economic winners will be the US clouds that serve them, including Nebius, Iren and Fireworks. I think this is true for developers creating applications on top of the models, but it might be a different story for the standalone consumer.I see the real bull case as brand and reputation. People in the West trust a model from Anthropic or OpenAI far more than one from China. Because that’s how it’s been for decades with other product lines—this one just happens to sit on the intelligence layer. US models can even be behind Chinese models, but many US consumers will still use US models because they trust and have “heard of” the parent provider before. Capability matters, but distribution matters more.I wrote about this in my newsletter: https://lnkd.in/eryFfSBs And follow me Alex Banks for daily AI highlights and insights.https://www.linkedin.com/in/a-banks/0.00502026-09-23T05:02:33.097061+00:001linkedin.comtechnologyaiopen-source1218https://media.licdn.com/dms/image/v2/D4E22AQEOSiHsyOZ_fA/feedshare-shrink_800/B4EaDJAdR3HIAc-/0/1790078736169?e=1792022400&v=beta&t=273SDpHOxeAjFe6mGfbFt4aR70-dq814ok4337gMN2sView image2026-09-23T05:02:33.942200+00:001375@alibaba_cloudAlibaba CloudMeet Qwen3.8-LiveTranslate, Qwen's next-generation real-time interpretation model! Built on an Interleave architecture, it improves faithfulness, fluency, and conciseness across 60 languages, with speaker diarization, bilingual display, and context-aware disambiguation.https://x.com/alibaba_cloud/status/21016257176584152020.00702026-09-22T09:46:03.191174+00:002x.comtechnologyaiinterpretation1207https://pbs.twimg.com/media/HSo96cUaoAAWtzU?format=jpg&name=small2026-09-22T09:46:03.517780+00:001325https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA(FT) - About $18bn of loans tied to a data centre leased to Oracle in New Mexico slid into stressed territory on Friday, highlighting investors’ fear that increasing local backlash will derail the tech group’s massive AI infrastructure build-out.Source: FT, Carl Quintanilla@carlquintanillahttps://www.linkedin.com/posts/charles-henry-monchau-cfa-cmt-caia-4003096_ft-about-18bn-of-loans-tied-to-a-data-share-7507358031429402624-06gU/0.00802026-09-22T05:02:05.441814+00:001linkedin.comftdata-centreai1164IMAGE/media/content/1325/image.pngimage.pngpng2026-09-22T05:02:57.721782+00:001268@Kalshi_FinanceKalshi FinanceJUST IN: OpenAI and Anthropic reportedly exaggerated AI security threats to push the government to protect their market positionhttps://x.com/Kalshi_Finance/status/21014198115742925460.00402026-09-20T19:53:11.964919+00:002x.comanthropicopenaiai1221https://www.linkedin.com/in/st-scottsun-inireland/Scott SunThis is inevitable. Imagine you’re the CEO of a company with 10k employees, and you’re pressured in every way to mass adopt AI in your company, how do you do it?First you’ll get resistance from everyone, so you use metrics like how many tokens you spent, and everyone is recycling slops and nothing gets doneThen you change your metric to how fast you ship. And every middle management will get their teams to ship mediocre stuff with bugs all over the place, and you speedrun your brand destruction Next you mandate that your senior engineers must gate and review all the code that gets pushed, they obviously can’t do that. So all of their time is now just reviewing code and nothing else. They burnout and leaveThen what? Back to beginning AI adoption feels very organic and natural in companies like OpenAI and Anthropic, because they understand the capabilities, limitations, potentials, and features very well, everyone is first person experiencing it, they’re actually willing to learn and experiment and see what works and what doesn’t, no one is forcing them. But outside that small circle it’s basically a zoo right nowhttps://www.linkedin.com/in/st-scottsun-inireland/0.00602026-09-20T12:26:15.143493+00:001linkedin.comcompanymanagementai1068https://media.licdn.com/dms/image/v2/D4D22AQHZollVk9UBgA/feedshare-shrink_800/B4DaC.QVfEIoAc-/0/1789898348792?e=1791417600&v=beta&t=qx3ERS6wRAj7NRDFS9ue4LpH_-afjaS5qlDq82GjWw0View image2026-09-20T12:26:15.421775+00:001220Finance & economics. 6 min readhttps://www.economist.com/finance-and-economics/2026/09/04/the-jobs-apocalypse-is-postponed-an-ai-jobs-boom-is-here0.00402026-09-20T12:25:17.536257+00:0029economist.comeconomicsaifinance1174@robertwiblinRob WiblinHelpful list of all the recent rogue AI incidents from the WSJ. It's getting hard to track them and will only get worse. We like need to establish consistent naming or numbering conventions, e.g. OpenAI-May11June26-Collusion.https://x.com/robertwiblin/status/21012708292836149460.00402026-09-20T06:11:12.379570+00:002x.comincidentsaiwsj1010https://pbs.twimg.com/media/HSk1_3lXIAAH2WC?format=jpg&name=smallImage2026-09-20T06:11:12.622268+00:001132https://www.linkedin.com/in/fciucci/Fabio CiucciPentagon officials say overreliance on Palantir's AI was a factor in the US missile strike in Iran that killed 123 children in a school next to a military base. Source: Bloomberg. The US almost started World War III with China due to an AI hallucinated report: "Chinese ship carries nuclear weapon components to Iran". Military aircraft had almost reached the ship when the raid was aborted. Someone warns that "AI will kill us all within 2030" - it almost killed us all within 2026. Will the AI bubble or the whole civilization crash first? ChatGPT: "Hey, the base is located at those GPS coordinates. And by the way, this Chinese cargo contains nuclear weapon pieces." Analyst: "Wow, let me tell my superiors."... Analyst: "Hey ChatGPT, we bombed a school, and there was no nuclear stuff on that ship. You almost started a war." ChatGPT: "You are completely right!" AI isn’t going to kill us all just because it's becoming more superintelligent than we are. Lazy human leaders blindly trusting AI will kill us all. A primary cause of the school bombing was outdated data: the site had once been part of a naval compound, but it was converted into a school for a decade. The army was asked to hit 1,000 targets in 24 hours, so the vetting was compressed into a few minutes per target. Analysts relied on Palantir Maven AI to process so many targets quickly, mistakenly expecting it to identify contradictory data. There were not enough civilian-protection specialists to properly review all 1,000 targets manually prior to launch approval in such a short time. What do you think? Visit my profile, click follow, then click the bell, and select "all".https://www.linkedin.com/feed/0.00802026-09-19T16:31:06.932838+00:001linkedin.compalantirmilitaryai964https://media.licdn.com/dms/image/v2/D4E22AQHgoHhGU5hX6A/feedshare-shrink_800/B4EaC55aNgKQAc-/0/1789825229926?e=1791417600&v=beta&t=5e42wFqM--XDuLzlz3N0rQshaOLcC27NfwWkzxANrpMView image2026-09-19T16:31:07.180894+00:001107https://www.linkedin.com/in/marijnmarkus/Marijn Markus“𝗜 𝘁𝗵𝗶𝗻𝗸 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗮𝗹𝗹 𝗻𝗼𝗻𝘀𝗲𝗻𝘀𝗲.”🎙 Big Short investor Steve Eisman thinks the 𝗔𝗜 𝗹𝗮𝗯𝘀 know they have no real moats, and are manufacturing a crisis to get regulation that ultimately hands them a duopoly.“All nonsense. I think that there’s something else completely going on here. ... What I think is happening is that token maxing is over.The open-weight models are taking big market share. I think these companies are very nervous.They realize that there are no moats around their business whatsoever, and they’re trying to manufacture a crisis that will create regulation, and that they think they can then manipulate to create the moats, to create the duopoly that they want.”☝ Big Short dude has a point here. The AI apocalypse might actually be an apocalypse for the AI datacenter business, not everybody else.They made enormous bets on centralized compute while local and open-weight models are getting remarkably capable, cheaper - and better.And if that undermines the economics behind those gigantic datacenter investments, suddenly an alternative justification becomes needed. And all that AI apocalypse fear becomes necessary.Tech bros made some enormous bets. Now they use fear to protect them. Not nice.Typically the expression is “Never attribute to malice what is more easily explained by incompetence.”But with tech billionaires it’s more correct to say “Never attribute to incompetence what is more easily explained by avarice.”https://www.linkedin.com/feed/update/urn:li:ugcPost:7506781093669318656/0.01002026-09-19T11:55:18.409071+00:001linkedin.comdatacenteraitech925https://media.licdn.com/dms/image/v2/D4E05AQE3gD1CgRIcXA/videocover-low/B4EaC1xrELG4BI-/0/1789756095861?e=1790424000&v=beta&t=a55GK2fjSjz3pcl1vtho8Kv1Y-0i1oBZJdgRMEbnJbw2026-09-19T11:55:18.806029+00:001078https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterThe 2020s are arguably one of the worst decades for Europe in modern history.It began with the pandemic lockdowns which contracted GDP by -6.1% across the EU, the biggest drawdown since the 1930s.This was followed by the Ukraine War which began the ongoing energy crisis.Then, the AI Revolution began in 2022, in which Europe has fallen significantly behind the US and China.Between 2020 and 2025, the US deployed roughly ~$500 billion of venture capital into AI compared to just ~$50 billion in Europe.Europe was then hit by the highest tariffs in US history, impacting $600+ billion of annual European exports to the US.Now, the Iran War has pushed Europe into its worst energy crisis ever, with central banks being forced to raise interest rates.The 2020s will be remembered as one of Europe's most disruptive decades in history.https://www.linkedin.com/company/the-kobeissi-letter/0.00902026-09-19T04:27:50.075904+00:001linkedin.comeuropeenergy-crisisai906https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1791417600&v=beta&t=ynVZJrcbOXqRaM8BH9BkD1x-e68Ppj9f7kd6JlZNuBIView company: The Kobeissi Letter2026-09-19T04:27:50.504250+00:001021https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterAI firms and the US government are competing for capital:US Treasury issuance excluding T-bills has risen to $5.06 trillion over the last 12 months, the highest since the 2021 record.Over the same period, corporate debt issuance has surged to a record $2.64 trillion.This brings total Treasury and corporate debt issuance up to $7.70 trillion, an all-time high.This is increasingly driven by AI-related firms, whose bond issuance has soared +541% YoY in 2025, to $109 billion, and another +78% in the first half of 2026, to a record $194 billion.In other words, corporate America is funding one of the largest investment cycles in decades while the US government is running historically high deficits, forcing both public and private borrowers to compete for capital.This competition is adding to other forces pushing long-term yields higher, including inflation, Fed policy, and economic growth expectations.The US bond market is entering an era of intense capital competition.https://www.linkedin.com/feed/0.00702026-09-18T06:59:37.387708+00:001linkedin.comaibond-issuancecapital-competition859IMAGE/media/content/1021/image.pngimage.pngpng2026-09-18T07:00:01.830786+00:001008This is WILD. Andrew Yang just went on CNBC and said the head of an AI lab told him that the OpenAI agents who hacked Huggingface also did something way more dangerous—they planted self-replicating code of themselves all over the internet for other agents to find. According to Yang, this is the real reason behind Dario Amodei, Sam Altman, and even Elon Musk calling for a global slowdown of AI development. They literally can't train new models on the Internet because it's poisoned. Instead, they need to build a synthetic Internet to train future models. I feel like I'm living in a dystopian sci-fi movie. What the hell is happening.https://www.linkedin.com/feed/0.00302026-09-18T04:30:22.076887+00:001linkedin.comtechnologyaidystopia1007@CEOinterviewCEOInterviews.AIBig Short investor Steve Eisman says the AI labs know they have no moats and are manufacturing a crisis to get regulation that hands them a duopoly "I think this is all nonsense." [ You think it's all nonsense? ] "All nonsense. I think that there's something else completely going on here. ... What I think is happening is that token maxing is over. The open weight models are taking big market share. I think these companies are very nervous. They realize that there are no moats around their business whatsoever, and they're trying to manufacture a crisis that will create regulation, and that they think they can then manipulate to create the moats, to create the duopoly that they want." [ Wow. ] "That's what I think is going on." "Honestly, I think this whole Terminator thing is garbage. That's for sure."https://x.com/CEOinterview/status/21006310810118229210.00502026-09-18T04:24:08.540400+00:002x.cominvestingairegulation848IMAGE/media/content/1007/image.pngimage.pngpng2026-09-18T04:24:54.915091+00:00981https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterThe AI trade is undergoing a massive reversal:The AI Beneficiaries Index relative to the AI At Risk Index has fallen -46% from its late 2025 peak to near its lowest since early 2025.AI Beneficiaries include semiconductors, tech hardware, and capital-goods companies involved in AI infrastructure such as Nvidia, AMD, Microsoft and Broadcom.At the same time, AI At Risk includes software and commercial-services companies such as Adobe, Salesforce and ServiceNow.In other words, companies previously expected to benefit from AI have seen the largest drawdown on record relative to companies considered vulnerable to AI disruption.This comes as investors are increasingly looking beyond AI CapEx and infrastructure, focusing on whether companies can generate tangible benefits from AI, including productivity gains and revenue growth.This shift also helps explain the turnaround in software stocks, as the group has gone from being viewed as AI's biggest casualty to increasingly being seen as an AI beneficiary itself.The market is reassessing the winners and losers of AI.https://www.linkedin.com/feed/0.00602026-09-17T19:20:02.080014+00:001linkedin.commarketaitrade829https://media.licdn.com/dms/image/v2/D4E22AQFyjKuvWCEesA/feedshare-shrink_160/B4EaCwt_MzGgAo-/0/1789671240738?e=1791417600&v=beta&t=u2LIzpGQGJZSOSqcNsLN2cltNXugwirQZsNsXQEU-QoView image2026-09-17T19:20:02.633786+00:00939@kshaughnessy2kristen shaughnessyAt least Wall Street Is saying it out loud now? Amazon, Google, Meta and Microsoft borrowed a mountain of money to build AI. And the market is starting to wonder if they’ll ever make it back. "What the market is repricing is hyperscaler credit fundamentals, namely ahttps://x.com/kshaughnessy2/status/21005343211530366210.00402026-09-17T16:07:21.316444+00:002x.commarketwall-streetai791https://pbs.twimg.com/media/HSaY1R-XAAA5BYK?format=jpg&name=smallImage2026-09-17T16:07:21.570401+00:00912https://www.linkedin.com/in/basiakubicka/Basia KubickaSpotify cut their Claude Code token bill by 90%.Then they open-sourced how they did it.The insight underneath is almost boring: most of what a coding agent does all day isn't thinking. It's I/O:Claude reads five files just to answer a question about one, or writes another test file that looks almost exactly like the twenty others. All this boilerplate job done by frontier model that's wildly overqualified for it.I've watched my own agent do this (and braced for the bill 🥴)Here's the breakdown. Save it before your next agent run:1️⃣ Most of your token bill is grunt work, not intelligence. ↳ File reads, boilerplate tests, config stubs, doc updates. ↳ The busywork, not the hard calls (zero reasoning is needed) 2️⃣ The fix is routing, not a smarter model. ↳ Send the grunt work to a cheap worker model (they used Gemini 2.5 Flash). Keep the expensive one for problems that need it. ↳ Two small "modes" do it. One reads files and hands back bullets. One writes boilerplate straight to disk. Claude never sees the raw files, so it never pays to read them.3️⃣ Suggesting the rule doesn't work. Enforcing it does. ↳ Their first version was routing rules in a config file. Claude read them, then ignored them. ↳ The version that works is a plugin that blocks the expensive read with a hook, before it can happen.The limit is that you can't route editing, debugging, or architecture. The cheap model missed a subtle thread-safety bug the frontier one caught in seconds.That's the whole point: Cheap model for the busywork. Expensive model for the judgment.Most of your token bill isn't intelligence. It's I/O you shouldn't have to pay full price for.Spotify Eng blog: https://lnkd.in/gz4YjgJi Plugins (open source): https://lnkd.in/gYVbJvWU What's your monthly agent token bill looking like?♻️ Repost to help a builder cut their token bill ➕ Follow me (Basia Kubicka) for more on building with AIhttps://www.linkedin.com/feed/0.00552026-09-17T15:32:59.116129+00:001linkedin.comproductcodingai776IMAGE/media/content/912/image.pngimage.pngpng2026-09-17T15:33:28.948306+00:00879https://www.linkedin.com/in/umang-kohli-20830721a/Umang KohliAn alleged Houthi-linked cell in northern Yemen secretly used Anthropic’s Claude AI to develop guidance software for rockets and missiles while attempting to conceal its weapons programme and bypass the AI’s safeguards, according to a report by the AI company.(PS: It's all happening under our nose. It's Russian and Chinese help, to Iran's Engineers.)https://www.linkedin.com/feed/update/urn:li:share:7504373319576477696/0.00502026-09-17T15:05:26.887274+00:001linkedin.comdefenseaigeopolitics754https://media.licdn.com/dms/image/v2/D4D22AQGqWuDg8AigUA/feedshare-shrink_800/B4DaCTjxMmKEAc-/0/1789182022697?e=1791417600&v=beta&t=w0tfGKXk4JMDhKWr82x8e2IY7jzAsLsIJHaGefkrwBEView image2026-09-17T15:05:27.284560+00:00856https://www.linkedin.com/in/tomas-pristac/Tomas Pristac ⇄ Premium Profile 2ndTwo inflation engines running simultaneously and neither has an off switch. Oil is a supply shock you can't drill your way out of while Houthi drones are redecorating Saudi pipeline infrastructure. AI capex is a demand shock you can't stop because every CEO who pauses loses three years of competitive position.Meanwhile Warsh is hiking into this. The one tool he has (rates) addresses demand. Neither of these problems is demand. He's performing surgery on the wrong patient with the right instruments. Welcome to the policy trap of the decade.Hike + Hawkish Warsh = Banks profiting on a first sight, reprice loans upward quickly while deposit costs stay sticky. Maybe $NWBI ?https://www.linkedin.com/feed0.00552026-09-17T04:42:31.762497+00:001linkedin.cominflationoilai854https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIADear Donald, the "no war no peace" with Iran doesn't work here. You need to try something new... Brent is closing in on $110 after Houthi strikes shut the Saudi East-West pipeline, with Riyadh’s output at a 30-year low of roughly 6m b/d and Hormuz and Bab el-Mandeb presenting a two-front chokepoint risk. This is a supply shock, which means it doesn't fade on its own, and the WTI/10Y correlation has hit 0.96. Every barrel higher is a basis point in the long end.Then there's the quiet second claim on the same buyer pool: the AI build out. Hyperscaler capex now runs >100% of operating cash flow, implying ~$1.3tn of debt by 2028, with tech leading the $380bn 2026 bond supply, competing directly with Treasuries while bidding up chips, power and labor. The trade funding the equity bull is now financing the tightening cycle.Source: TMEhttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00288552026-09-17T04:42:31.089762+00:001linkedin.comoilaieconomy812@MistralAIMistral AIToday, we are announcing a partnership with @mozilla to bring privacy, control and choice to people using AI to browse online.https://x.com/MistralAI/status/21001534897876336940.00602026-09-16T11:58:49.301636+00:002x.comprivacyaipartnership696https://abs.twimg.com/emoji/v2/svg/1f98a.svgFox face2026-09-16T11:58:49.734708+00:00697https://abs.twimg.com/emoji/v2/svg/1f408.svgCat2026-09-16T11:58:49.755139+00:00698https://pbs.twimg.com/media/HSU-cliWsAAt8Pk?format=jpg&name=smallImage2026-09-16T11:58:49.817265+00:00793https://www.linkedin.com/in/carlbfrey/Carl Benedikt FreyFirms like DoorDash, Siemens and Airbnb have began to use much cheaper open-weight Chinese models. They are not alone: "at the start of the year, three-fifths of its queries were routed through to closed-weight proprietary models. The latest share is just a quarter." This raises an important question about the capacity of US frontier labs to monetize AI going forward.https://www.linkedin.com/feed/update/urn:li:activity:7505682327734394880/0.00422026-09-16T07:17:44.965621+00:001linkedin.comtechnologyaieconomy672IMAGE/media/content/793/image.pngimage.pngpng2026-09-16T07:21:54.800387+00:00787@DKThompDerek ThompsonAmericans are concerned about AI, hate data centers, and hate Trump, who has loudly embraced the industry over and over again. So, naturally, the electorate is ... <squints> <squints harder> ... R+2 on artificial intelligencehttps://x.com/DKThomp/status/20998716684118057680.00502026-09-16T07:13:27.682036+00:002x.comtrumpaipolitics667https://pbs.twimg.com/media/HSQ9RuOWAAAiMMw?format=jpg&name=smallImage2026-09-16T07:13:29.940709+00:00786@businessBloombergTop AI companies Anthropic and OpenAI should make products and pace their own progress if necessary without government intervention, David Sacks, co-chair of the President’s Council of Advisors on Science & Technology, told Bloomberg TVhttps://x.com/business/status/20996657907775694340.00702026-09-16T07:12:04.855089+00:002x.comanthropicaiopenai666https://pbs.twimg.com/card_img/2099665792698667008/qwkw6umz?format=jpg&name=small2026-09-16T07:12:05.388883+00:00757@EMostaqueEmadSo @deepseek_ai v4.1 Flash I estimate cost $10m to train, 100x less than GPT-6 Astra. It also costs 100x less to run and scores about the same on everyday design and other benchmarks What's the bull case for the frontier AI labs once the open source models are competent enoughhttps://x.com/EMostaque/status/20998474586248238010.00502026-09-15T13:45:03.594715+00:002x.comdeepseek_aitechnologyai651https://pbs.twimg.com/media/HSQnb90WAAAQHCK?format=jpg&name=smallImage2026-09-15T13:45:03.860209+00:00748https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIABREAKING: Anthropic just picked the Nasdaq for its IPO, and it could be valued at $2 trillion.That's bigger than SpaceX's $1.75 trillion listing, Nasdaq's biggest win this year until now.The timing is notable. This comes right after a former Anthropic employee's viral warning about extinction risk from AI, and while OpenAI's Sam Altman has said he wouldn't take his company public right now given that same controversy.Source: Bull Theoryhttps://www.linkedin.com/feed/0.00552026-09-15T06:08:49.988651+00:001linkedin.comipoanthropicai645https://media.licdn.com/dms/image/v2/D4E22AQFw7llfvcehZw/feedshare-shrink_160/B4EaCb4716IYAk-/0/1789321789027?e=1790812800&v=beta&t=HON8ytBbKL0dvXGP2K_O_-Jk2t0vMd1X5j5H3lXfAEwView image2026-09-15T06:08:50.731170+00:00739https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA💰 This Time Is Different? Earnings & Price Break 90-Year TrendsFor every secular bull market, there is an eventual secular bear market. The next leg of the full-market cycle inevitably begins where everyone believes “this time is different.” There were two important charts this past week that should at least lend a momentary pause. The first was from Ned Davis Research, showing the market (on a log scale) is now trading above the upper limit of its long-term trend. The previous extreme was in early 2000, for reference.Secondly, corporate earnings just broke above a trend that had contained them for more than 90 years.According to RIA, "Here are only two ways this will eventually resolve, and the market is currently pricing the first option with near 100% certainty.Either AI capital spending converts into durable returns and record margins hold, in which case earnings grow into the price, and the bull runs on. Or, Capex depreciation starts hitting the income statement, AI demand hits an air pocket, margins normalize, and profits fall back toward the trend they just escaped.Here is the most important point. Whatever event causes the “E” to revert towards its long-term mean, the “P” will be repriced lower".Source: RIA, zerohedgehttps://www.linkedin.com/feed/0.01102026-09-15T05:34:36.710220+00:001linkedin.comearningsmarket-trendsai636IMAGE/media/content/739/image.pngimage.pngpng2026-09-15T05:35:13.186233+00:00637https://media.licdn.com/dms/image/v2/D4E22AQHLAiyU6MlnQQ/feedshare-shrink_480/B4EaCXys9.JQAg-/0/1789253046424?e=1790812800&v=beta&t=cIdOHAyaDq2_kuFu_3PTmCiPbMd71qR14G1r1yz0tfALINK2026-09-15T05:35:30.845240+00:00720UnknownBREAKING: President Trump has rejected calls for an AI slowdown after CEOs of AI tech titans expressed safety concerns that the technology poses an existential threat, per FT."We’re leading China in AI ... and, frankly, I want to keep it that way, because whoever wins AI, wins,” Trump said.The AI arms race appears to be accelerating.https://www.linkedin.com/feed/0.00402026-09-14T20:33:08.979094+00:001linkedin.comtrumptechnologyai718Dario AmodeiDario Amodei — We Must Pace the Frontierhttps://darioamodei.com/post/we-must-pace-the-frontier0.00287172026-09-14T20:32:31.482500+00:001linkedin.comsafetyaifrontier620https://media.licdn.com/dms/image/sync/v2/D5627AQHvFQqM-I05Tw/articleshare-shrink_160/B56aCV62.CGsAQ-/0/1789221630113?e=1790024400&v=beta&t=uDb0cPI3gbwDabA9qys6LnaNivuCP1uXz43wuIMBTeA2026-09-14T20:32:31.680368+00:00717https://www.linkedin.com/in/daniela-amodei-790bb22a/Daniela AmodeiAnthropic is calling for a global effort to pace AI’s progress and give experts additional time to better manage the risks of increasingly capable models. To make this effort as effective as it can be in helping humanity build AI safely, we think three things should happen. First, every AI company should commit to giving third-party evaluators employee-level access to verify safety, report problems, and guarantee compliance with the slowdown. We’re committing to doing this. Second, AI companies operating in democracies should work together, with government support where necessary, to set common safety standards and limits on runaway AI progress.Third, the U.S. and other democratic governments should try to coordinate with authoritarian governments pursuing advanced AI, recognizing that verification here is critical. None of this is easy, but we believe we need to try, and if we manage to secure the benefit of time, we need to use it well. I hope you’ll read more here: https://lnkd.in/gxkPj9FChttps://www.linkedin.com/in/daniela-amodei-790bb22a/0.00287182026-09-14T20:32:31.228027+00:001linkedin.comanthropicsafetyai716https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA🚨 Hyperscaler debt is exploding.Amazon, Alphabet, Microsoft and Meta have already issued more than $200 billion of bonds in 2026—more than double last year’s $78 billion and far above the sub-$30 billion annual pace typical of the previous decade.The reason? AI infrastructure.Combined capex guidance is approaching an extraordinary $700 billion this year, covering data centers, chips, power and network capacity.Even their immense cash flows are no longer enough. Amazon’s capital spending reached 102% of operating cash flow over the past 12 months.The scale is now macroeconomic: the AI buildout is approaching 2% of U.S. GDP and, by some estimates, has generated around one-third of this year’s economic growth.The AI boom is no longer being funded by cash alone.It is increasingly being built on debt.Source: Bloomberg, Hedgeyehttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00602026-09-14T20:30:39.457916+00:001linkedin.comaieconomydebt619https://media.licdn.com/dms/image/v2/D4E22AQGOT2JbvXv5Zw/feedshare-shrink_160/B4EaCXt05TIYAk-/0/1789251768155?e=1790812800&v=beta&t=JWEgCrbhX-YrTTN1BrqIQ0OG6U7QUPlNEt1A5EeHweUView image2026-09-14T20:30:39.713699+00:00704Microsoft’s artificial intelligence researchers have released a new set of guiding tenets that they say boil down to five words: People matter more than AI.https://www.bloomberg.com/news/articles/2026-09-14/microsoft-joins-ai-firms-calling-for-caution-with-ai-models0.00702026-09-14T15:08:16.219726+00:0014bloomberg.comaimicrosoft608https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ikA0po4DJfN8/v3/640x-1.webp2026-09-14T15:08:16.459861+00:00700@RoundtableSpace0xMarioNawfalStanford professor Percy Liang built an AI research bot powered by GPT-6 Astra that analyzes 11 million scientific papers a minute, extracts key findings, identifies contradictions and generates new hypotheses, then sold it for $125,700 after 14 months. → Analyzes 11 million papers per minute with GPT-6 Astra as the backbone → Flags contradictions and generates new research hypotheses automatically → One company paid six figures for accesshttps://x.com/RoundtableSpace/status/20992983327031299850.00502026-09-14T15:02:07.384248+00:002x.comgpt-6-astraresearchai606IMAGE/media/content/700/image.pngimage.pngpng2026-09-14T15:02:41.537757+00:00699@choblin29Choblin🚨 EXCLUSIVE: China has now replied to Dario Amodei’s call to slow AI. China's state-backed Global Times says Dario Amodei's proposal to slow frontier AI is really a 'Cold War playbook' targeting China. It says the plan would curb China's AI development, preserve US dominance and exclude China from global AI governance. It calls this a 'silent AI Cold War.'https://x.com/choblin29/status/20993619279107935490.00502026-09-14T15:00:45.094298+00:002x.comchinaaicold-war604https://pbs.twimg.com/media/HSJuezdaYAAybfN?format=png&name=900x900Image2026-09-14T15:00:45.400686+00:00605https://pbs.twimg.com/media/HSJufuUa8AAeRHw?format=png&name=900x900Image2026-09-14T15:00:45.425546+00:00696@aianand iyerLatham & Watkins, the 2nd largest US law firm, is buying Nvidia hardware to fine-tune open weights in-house. Open weights + proprietary data + local compute = enterprise sovereign AI stack. x.com/FT/status/2097…https://x.com/ai/status/20993808232294033080.00306952026-09-14T14:51:20.812988+00:002x.comlawfirmnvidiaai600https://pbs.twimg.com/profile_images/1831182575689240576/7HmOAeIK_mini.jpg2026-09-14T14:51:21.015045+00:00