The price of fun is rising. Bank of America says "funflation" is back: hobby spending rose 7.9% from a year earlier. But the number of purchases grew just 3.4%. That means people are paying more for the same hobbies, from arts and crafts to hiking, skiing and scuba gear.

Ibiza, Spain 🇪🇸 Here we go again.. more blocking of sky and sun around the world!! They want us all to stay in one place.. why bother traveling anywhere when you're going to suffer the same chemical fumigation?

Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames: 1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability. 2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment. I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.

The hard-right presidential candidate Abelardo De La Espriella @ABDELAESPRIELLA has overtaken the far-left candidate Iván Capeda according to @polynarket, which now has him at 44% to win the Colombian election. The independent candidate is known for his hardline “mano dura” (iron fist) security policies and admiration for leaders like Nayib Bukele and Javier Milei. Inspired by Bukele, he’s campaigning on crushing crime by building mega-prisons and introducing harsh punishments. The maximum-security mega-prisons (modeled on El Salvador’s CECOT) would be guarded by military reservists and veterans. He also promises to implement a crackdown against the numerous communist terror groups in the country, vowing no peace processes with armed groups, favoring only surrenders or military action. He wants to eradicate the narco-terrorists with aerial fumigation of coca crops and military bombings of narco-terrorist camps in the jungle. He says that he would introduce a radical state reduction with up to 40% by eliminating hundreds of thousands of public positions, slashing taxes and deregulating the economy, following in the footsteps of Javier Milei. Espriella wants to shift Colombia’s foreign policy shifts by taking strong measures against the far-left regime in Venezuela while strengthening ties with the U.S. and the West. He considers the current president Gustavo Petro an “ex-terrorist” and “social-communist demon.” The first round of the election will take place on May 31st @ABDELAESPRIELLA