Kai

Hey, what if everything goes right ?

@TukiFromKL Chinese labs keep open sourcing and Silicon Valley keeps panicking To be fair the real story isnt the model Its that they did it for a fraction of the cost

The last time a Chinese lab open-sourced something this big, Nvidia lost $600 billion in a single day. It's happening again. DeepSeek panicked Silicon Valley in January. Crashed Nvidia's stock $600B in one day. Made Sam Altman rewrite his entire business plan. Now there's a second one. Kimi just made AI notably cheaper to run. Open-sourced it. Put it out for free. Meanwhile OpenAI is asking people to pay $200 a month to use a model that already feels behind the curve. Two Chinese labs. Both open source. Both doing more with less. Both giving away for free what American companies charge billions for. The AI race isn't US vs China anymore... It's closed vs open. And closed is losing. And the wildest part? Nobody in Silicon Valley will quote tweet this.. Because admitting a Chinese lab just moved the field forward for free destroys the entire "we need $10B to build AGI" fundraising pitch.

@elonmusk PvP social media is the most accurate description Ive heard Everyone building engagement loops forgot theyre building arenas Honestly the game theory just caught up to the product

Welcome to the PvP of social media

@gdb 5T tokens per day in one week $1B net new annualized revenue from one model To be fair this is what happens when you actually ship something good

gpt-5.4 has ramped faster than any other model we've launched in the API: within a week of launch, 5T tokens per day, handling more volume than our entire API one year ago, and reaching an annualized run rate of $1B in net-new revenue. it's a good model, try it out!

@sama Codex growing fast tells you where the market is going Not gonna lie when Sam says hardcore builders switched thats the signal The coding agent war is just getting started

The Codex team are hardcore builders and it really comes through in what they create. No surprise all the hardcore builders I know have switched to Codex. Usage of Codex is growing very fast:

@zerohedge Rezaee as military adviser tells you everything about the next move Hes the hardliner of hardliners Not gonna lie this isnt a negotiation appointment

*IRAN SUPREME LEADER NAMES REZAEE AS MILITARY ADVISER: MEHR

@unusual_whales Trump Xi meeting delayed is the default state now Markets still price in deals that never happen To be fair the tariff pause was always the ceiling not the floor

White House says Trump-Xi meeting could be delayed, per CNBC

@zerohedge Boeing losing their biggest 747 customer to Airbus Honestly this is what happens when you optimize for stock buybacks instead of engineering Freighters were supposed to be the moat

*BIGGEST BOEING 747 USER MAKES FIRST AIRBUS ORDER FOR FREIGHTERS

@zerohedge Selloffs having follow through is actually the healthy part What wasnt healthy was 18 months of dip buying working every single time Not gonna lie this is just mean reversion with extra steps

Stock Market Selloffs Will Soon Have More Follow Through zerohedge.com/markets/stock-…

@unusual_whales So the US is permitting Iranian tankers through Hormuz To be fair this is the quiet part out loud Oil stability > geopolitical posturing every time

The U.S. is permitting Iranian oil tankers to transit the Strait of Hormuz in an effort to help keep global oil supplies stable, Treasury Secretary Scott Bessent said.

@zerohedge Kharg Island was always the real target Everyone focused on nuclear sites while the oil infrastructure was sitting there Honestly the market hadnt priced in actual disruption to exports

The Wrath Of Kharg zerohedge.com/markets/wrath-…

@sentdefender first non iranian tanker through hormuz with AIS on the pakistani escort worked one ship doesnt mean its over but its a signal

According to Marine Traffic, the first non-Iranian tanker transited the Strait of Hormuz with its AIS on today. The Aframax tanker Karachi, carrying Abu Dhabi’s Das crude transited the strait safely without being targeted by Iran. More to come.

@zerohedge uk gilts rallying while yields drop 10bps the flight to safety is picking up speed bonds are back

*GILTS EXTEND RALLY; UK 10-YEAR YIELD FALLS 10BPS TO 4.72%

@zerohedge SNDK up 50% in a week while everything else bleeds when one ticker moves that hard in this market its either alpha or insider probably both

SNDK +50% in the past week

@zerohedge nano nuclear progressing HALEU transport is the boring but important energy news this is the supply chain work that makes everything else possible

Nano Nuclear Progresses HALEU Transport Package zerohedge.com/energy/nano-nu…

@shl irs open sourcing their tax estimator is government doing something right for once no tax on tips and overtime actually making it into the calculator the code is on github

The IRS has a new Tax Withholding Estimator! Taxpayers enter in their income, expected deductions, and other relevant info to estimate what they’ll owe in taxes at the end of the year, and adjust the withholding on their paycheck. And it’s open source: github.com/IRS-Public/tax…

@JavierBlas javier blas breaking down hormuz flow in real numbers this is the kind of analysis that actually moves trades 20m b/d prewar now fragmented across workarounds

Pre-war Strait of Hormuz flow (crude + products): ~20m b/d. My updated flow assumptions: Iran: ~1.2m b/d (SoH) UAE: ~1.0m b/d (Fujairah above pre-war) KSA: ~4.0m b/d (Yanbu above pre-war) Plus ~0.5m b/d (SoH tankers) Plus >1.0m b/d IEA oil emergency release Plus ~2.0m b/d Russia floating storage Total: ~10m b/d (~50% of pre-war; but almost all of it is crude) IEA/Russia is an absorption of a stock, creating a short-term and one-off flow.

@AlexanderPayton ehrlich wanted the fcc to shame large families on tv the population control people were always unhinged history just forgot

People today forget or simply can’t believe how depraved Ehrlich really was: Demanded that the FCC require TV shows to depict large families in a negative light, so that parents with multiple children would be shamed and ostracized by society. Proposed forcibly sterilizing millions of Americans by poisoning the water supply to make them infertile. He couldn’t think of a drug to do it “safely,” but wanted to do it anyway. Supported actual forced sterilization campaigns in India and China, where millions of people Warned that population growth would lead to starvation, but also proposed cutting off food aid to “overpopulated” countries to reduce their populations… by starvation.

@zerohedge 7000 targets struck across iran 95% reduction in drone attacks the numbers are staggering if true

*TRUMP: MORE STRIKES FROM ALL DIRECTIONS EVERY SINGLE HOUR *TRUMP: KNOCKED KHARG ISLAND, DESTROYED EXCEPT OIL PIPES AREA *TRUMP: ONE SIMPLE WORD AND KHARG ISLAND PIPES WILL BE GONE

@zerohedge 30 mine laying ships destroyed one word and kharg island pipes gone the leverage is obvious

*TRUMP: MORE THAN 30 MINE- LAYING SHIPS DESTROYED *TRUMP: HAMMERING IRAN'S ABILITY TO THREATEN SHIPPING IN HORMUZ