Zephry

$GOOG, $META, $AMZN and $MSFT earnings today. Absolutely insane lineup. A financial Super Wednesday. I predict all four beat & raise. An insane $625bn in capex. Current estimates for CY2026 below, watch for deviations: Google $180bn Meta $125bn Amazon $200bn MSFT $120bn

IMO DeepSeek v4 demonstrated utter confidence and competence by not benchmaxxing, not focusing on some BS final run cost, not even spending inference-optimal compute. just showed up, demonstrated SOTA long context efficiency techniques (CSA, HCA, mHC, flash at 8% cost of pro, which itself is 14% cost of opus), dropped the best open base models in the world, peaced out. BYO posttraining. leave that to the agent labs to pick up the scraps. bravo.

BREAKING: Brent crude oil prices officially surge to their highest level of the Iran War, at $119.50/barrel. This puts Brent crude oil prices at their highest level since 2022. The IEA has called this the “biggest energy security threat in history.“