Nikos K

The AI capex spend is so insane that Google is raising equity from Berkshire Hathaway through a private placement to fund spend on infrastructure Berkshire is receiving $10B split across Class A and C shares at a roughly 6% discount to share price

🇺🇸🇮🇷Trump wants the deal and expects to finalize it soon, but is keen to strengthen several points that are important to him — particularly around Iran's nuclear material, two U.S. officials said 🇺🇸🇮🇷Trump's request has launched another round of back-and-forth between the parties that could last several days

🚨 BREAKING: Iran has reportedly been given a 24-hour deadline. After that, the world could potentially witness one of the largest and most devastating airstrike campaigns in recent history.

LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA. THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS. THAT MAY BE THE ONLY MOAT LEFT.

CEOs are quietly realizing the AI replacement plan has a problem. Two problems, actually. One: the token costs for running AI agents are now exceeding what they were paying the employees they fired. Two: when the tokens run out, the AI stops. Just stops. No continuity. No workaround. Just a spinning wheel where your workforce used to be. You fired humans to save money and bought a subscription that bills you into a corner. The employees you let go knew what to do when things broke. The AI just invoices you for the outage. And then there’s the permission problem nobody wants to talk about. To do its job, the AI agent needs access. Full access. Your systems, your patents, your contracts, your future plans. Everything you spent years building, handed over to a process that has no loyalty, no discretion, and no skin in the game. You didn’t hire a replacement. You gave a stranger with no soul the keys to everything you own. Enjoy.

Good entry point to short some bonds here after this epic squeeze since last Monday