Ryan Watson

For the people who will bitch about this: This is a joint effort of Canada with our European countries to support Ukraine. We do this to avoid a bigger, more expensive war. If Ukraine loses to Russia, Russia will target neighbouring countries next - NATO countries. Those countries will call in NATO and Canada will be pulled into an expensive war that will also require us to send troops. We are saving Canadian lives by sending equipment and money instead. If this bothers you, sign up for the military and be ready to deploy to fight Russia.

François-Philippe Champagne on defence spending: "We're going to build at home with Canadian workers, Canadian products -- gone are the days where we're just buying from the shelf abroad."

Carney should be talking about the only deal that matters: a hard North American economic and security package. That means tariffs, CUSMA, autos, steel, aluminum, energy, critical minerals, pipelines, agriculture, border security, defence procurement, Arctic security, and guaranteed supply chains. Canada has leverage, but only if we use it. We have oil, gas, potash, uranium, critical minerals, food, ports, rail, manufacturing, and strategic geography. That is not nothing. The problem is Carney keeps acting like the deal is in Europe, when Canada’s real economic spine runs through North America. So the serious deal is simple: Canada gives the U.S. reliable energy, resources, defence cooperation, and secure supply chains. In return, Canada demands tariff relief, market access, investment certainty, and respect inside CUSMA. That is what a prime minister should be doing. Not posing for globalist group photos while Mexico eats our lunch.

Clear footage showing two Iranian missiles hitting a U.S. military ship near Jask Island. Iran had warned Washington to not break the order. The ship has since retreated but Iran has also hit a UAE ship. According to CNN, the Israel-USA contingent will attack Iran in 24 hours.

🇪🇺🇨🇦 Canada is at the European Political Community Summit because, according to Kaja Kallas, VP of the European Commission: "Europe is not just about geography, it's also about the values and principles we share." No wonder Europeans hate EU bureaucrats

NEW: 🇨🇦🇪🇺Canadian PM Mark Carney says the new international order will be build by Europe and Canada “It’s my strong personal view that the international order will be rebuilt — but it will be rebuilt out of Europe.”

Is America's plan actually to take control of all the choke points on the ocean in order to gain total control of global economy? Of this is the case, will it hurt America in the end? What's your thoughts?

Lightspeed paid $430M for Upserve in 2020. Sold it last week for up to $81M. The US hospitality POS market is owned by Toast and Square. Both built full payments and hardware integration from day one. Upserve was a SaaS layer trying to compete with that. No software layer wins against a vertically integrated payments stack. Refocusing on retail North America and hospitality Europe is the right call. Took five years and a $349M writedown to get there.

🇮🇷🇺🇸🇰🇼 Iran COOKED America’s military footprint in the Middle East. Tehran hammered at least 16 U.S. bases across 8 countries, that’s the MAJORITY of U.S. entire presence in the region. Once-bustling spots like Camp Buring in Kuwait went from karaoke nights to ghost-town rubble. They wrecked $500M E-3 Sentry planes, destroyed almost every giant radome, smashed key radars, and even hit Qatar’s massive Al Udeid war room twice. The“impregnable fortresses” are now sitting ducks. Oof. Source: CNN

The problem is that those companies paying over $1m annually are soon going to be able to get the same level of service from an open source model for a few thousand annually, or else their more nimble competitors will. The economics are still broken, even underneath this revenue.

China just made Silicon Valley's entire AI industry look like a scam. The US government spent 3 years trying to stop China from building competitive AI. But this backfired HORRIBLY. Here's what happened: Yesterday, a Chinese startup called DeepSeek released a new AI model called V4. It matches the performance of OpenAI and Anthropic's best models. At 1/7th the price. And for the first time ever, it was built on Chinese chips. NOT American ones. That last part is the one that terrifies the west. For context: Since 2022, the US has banned the export of advanced AI chips to China. The entire strategy was built on the assumption that if China can't access Nvidia's best hardware, they can't build frontier AI. But DeepSeek just proved that assumption wrong. Their V4 model was trained and runs on Huawei's Ascend chips. Huawei spent months working directly with DeepSeek to make sure V4 runs across their entire line of AI processors. Jensen Huang even predicted this on a recent podcast: "The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation." That day was yesterday. And the numbers are crazy: DeepSeek V4 costs $3.48 per million output tokens. OpenAI's latest model GPT-5.5 costs $30. Anthropic's Claude charges $25. Same ballpark performance. 7x cheaper. Uber's CTO just admitted they burned through their ENTIRE 2026 AI budget in 4 months using Anthropic's tools. If Uber had used DeepSeek instead, that same budget would have lasted 7 YEARS. 4 months vs 7 years. Same work getting done. But the pricing isn't even the big thing here. The real story is what DeepSeek did with their technical report: They published the benchmarks where they LOSE. Every AI company cherry-picks the tests where their model wins. DeepSeek ran the full comparison against GPT-5.4 and Google's Gemini, found they trail frontier models by 3 to 6 months, and printed it anyway. They literally don't care because the price gap makes the performance gap irrelevant for 90% of use cases. So the US export controls didn't slow China down. They ACCELERATED China's independence. Because Chinese developers were FORCED to train models with limited resources, they had to figure out how to make AI radically more efficient. That constraint became their competitive advantage. Every generation of DeepSeek has gotten dramatically cheaper to train. V4 continues the trend. Meanwhile US companies are going the OPPOSITE direction: OpenAI's GPT-5.5 Pro costs $180 per million output tokens. That's 51x more expensive than DeepSeek V4 for comparable work. The Commerce Secretary confirmed this week that ZERO Nvidia advanced chip shipments have actually gone through to China despite being approved in January. So China built frontier AI anyway. Without American chips. At a fraction of the cost. And the market response tells you everything: Chinese chipmaker SMIC surged 10%. Huahong Semiconductor jumped 15%. DeepSeek's Chinese AI competitors Zhipu AI and MiniMax dropped 9% because V4 is destroying them too. DeepSeek is making Silicon Valley's pricing model look like a scam. US tech companies spent $650 billion on AI infrastructure this year. DeepSeek just showed the world you can match their output for pennies. The export controls were supposed to be America's ace card. Instead they taught China how to win without American chips, at American prices nobody can compete with. Jensen Huang was right. This is a horrible outcome. But it's the outcome America built for itself.