👀 #SKhynix# CEO is reportedly meeting Bill Gates at #Microsoft’s# CEO Summit as the Korean memory maker deepens its role in the tech giant’s custom chip push beyond NVIDIA.💡More: 🔗

If Bill Gates sold 100% of the remainder of his Microsoft shares, do you think it’s because he is selling the top and knows that the biggest economic collapse in history is ahead? This is Bill Gates. Exiting the market. If anyone knows for sure the top is in, he is one of them. But, remember, Its just conspiracy. Zero proof. What do YOU think?

Still seeing a lot of misconceptions about the broader picture, so here’s a TL;DR for dummies. The economy (and markets) are in for a rough ride short term. Four main reasons: tariffs, doge, borrowing costs focus, and AI capex slowing. We’re shifting from injecting liquidity to pulling it out, and that’s going to hurt. 1) Tariffs – The U.S. collected $56B in tariffs last year. That’s jumping to $500B. Some gets absorbed by producers, but most gets passed to consumers as higher prices. More expensive goods = less spending = slower growth. 2) DOGE (Government Downsizing) – Massive federal spending cuts are on the table - potentially 40-50%. Clinton did a smaller version in the ’90s (10-20% job cuts), and we got a budget surplus. AI might soften the blow like the internet did back then, but in the near term, cutting $500B to $1T from the economy means less liquidity, lower demand. 3) Borrowing Costs – Trump's focus has shifted. Before, he watched SPY. Now, it’s all about the cost of borrowing. This shift in focus is like forward guidance - the market is already front-running it. If he pressures for lower rates, the Fed might resist, keeping borrowing costs high. If he succeeds, inflation risk rises. Either way, businesses and consumers carrying debt are in a bind as markets adjust in advance to the changing narrative. 4) NVIDIA & AI Capex Slowing – AI hype propped up the market for the last two years, but signs of slowing are emerging. I've long said to watch NVIDIA closely. Microsoft's lowered capex guidance weeks ago was a signal. NVIDIA's growth expectations were sky-high, but even after an earnings beat, it dropped. Then we had Mag7 priced to perfection—if AI-related spending slows, expect profit-taking and a broader tech unwind. --- Big picture: Less government spending, higher costs, tighter credit, and AI cooling off. The medicine might be needed long term, but short term, expect pain. That doesn’t mean straight down only - we also know how sporadic Trump is. There will still be plenty of focused/micro opportunities to trade. As it has been all cycle: Traders > Holders.

Today is the start of a very important day in the AI world... the trial between Elon and Sam/OpenAI begins today in Oakland Federal Court. The jury selection is happening right now in the U.S. District Court for the Northern District of California and opening arguments are expected Tuesday. The civil jury trial is projected to last 2-4 weeks, with Judge Yvonne Gonzalez Rogers making the final call. So let me tell you why this fight all came about. 1/ In 2015 Elon co-founded OpenAI with Sam Altman and others as a nonprofit to develop artificial general intelligence safely and openly for the benefit of all humanity... this was supposed to NOT be for profit or for closed corporate control. Elon was a major early funder, contributing around $38-44 million (~60% of early seed funding) plus resources like compute and recruiting. 2/ Then, Elon left the board in 2018 over disagreements for the direction of the company and Microsoft’s growing role of the company. 3/ Later, OpenAI took billions from Microsoft, restructured with a for-profit arm, initially “capped profit,” now more commercial... went closed-source in practice, and exploded in value with ChatGPT. FYI, the current valuation of OpenAI now sits at ~$852 billion and the company recently completed restructuring with a for-profit entity reporting into a nonprofit foundation. Now, with the trial, Elon is saying Altman, Brockman, and OpenAI breached the founding charitable trust and agreement by turning it into a “wealth machine” that prioritizes profits and insiders over the original mission. He claims they deceived him about their plans... This lawsuit was originally filed in November 2024, was withdrawn, and then revived in early 2026. And just this Friday, April 24, Elon voluntarily dropped the fraud claims to “streamline” the case and keep the jury focused on the mission issue... proceeding on breach of charitable trust and unjust enrichment. This is what Elon is looking to get back from Sam and OpenAI: a/ substantial damages, with stakes in the $100B+ range, with many reports saying it's in the range of ~$134B and the winnings will be given to the nonprofit/charity arm and will NOT benefit Elon personally b/ possible unwinding/restructuring to restore the original nonprofit mission c/ leadership changes (e.g., getting rid of Altman/Brockman from key roles). On the other side, OpenAI is claiming: a/ Elon knew about and once supported commercialization steps, saying he even explored merging with Tesla or gaining control himself b/ OpenAI calls the suit competitive sabotage from rival Elon's company xAI and says this is driven by jealousy over OpenAI’s success This is SUCH an important trial in the world of AI... people may not fully understand. The reason is bc Elon has repeatedly warned that profit-driven, closed-source AGI is very dangerous. This is his chance to enforce the original “benefit humanity” mission he helped create and walked away from in 2018. A big win will hurt OpenAI’s valuation, upcoming IPO plans, Microsoft partnership, and market dominance/customer perspective of the company... and this will also force real changes in how the world’s leading AI lab operates, influencing the entire AI race and future regulations. For me, Sam Altman straight up CANNOT be trusted with the future of AGI, and this trial proves why Elon was right to fight it. This is the same guy who got fired by his own board in 2023 for not being “consistently candid,” then crawled back in and turned the nonprofit “open for humanity” promise into a closed-source, Microsoft-bankrolled profit machine worth hundreds of billions. Elon was the one who put up the early cash and vision to keep AI safe and beneficial for all of us... not to create a trillion-dollar insider club. If Altman gets away with rewriting the rules after the fact, it sets a dangerous precedent that mission-driven tech is just marketing fluff. I believe Elon isn’t doing this for ego or rivalry... he’s really doing it bc someone has to hold the line before profit-over-people AGI becomes unstoppable. This one’s personal for the man who actually wants to understand the universe instead of just cashing in on it. Humanity needs Elon to win. And that's who I'm rooting for!

.@Google just introduced their "Agentic Enterprise" strategy; a fleet of autonomous agents with persistent memory, executing multi-step workflows independently for days at a time. @ThomasOrTK called it a shift from "system of intelligence" to "system of action." The pitch is that the AI action era has arrived. The agents can plan, reason, and execute. The problem is that nothing in the stack produces a verifiable record of what the agent actually did or whether it did what it was authorized to do. Here's the architectural reason this is hard: in LLM-based systems, the data layer and the control layer are the same thing. Malicious instructions embedded in a document, an email, or an API response can redirect an agent mid-workflow. This is the dominant attack class for deployed agents right now. And it gets worse as models get more capable. An ICLR 2026 paper published this week found that training models to reason harder actually increases tool hallucination rates. More capable models, less predictable execution. The industry response has been to stack security on top: runtime monitoring, policy enforcement at the agent boundary, trust registries. @SecureAuth launched one. @Microsoft shipped an open-source agent governance toolkit this month. These are real tools solving real problems, but they're working against the grain of the underlying architecture. You're inspecting outputs from a system that was never designed to produce verifiable outputs. Trust layered on an untrusted foundation. The harder question is whether you can reach production-scale agent autonomy without re-architecting what runs underneath. At Talus, the answer we landed on is that you can't. Verification has to be the default output of the execution layer, not a governance feature bolted on after. Every step produces a tamper-evident proof. Every action is cryptographically attributable. The audit trail is generated at execution time, not reconstructed after an incident. That's a different architecture than agents wrapped in monitoring tooling. Google's announcement is real. The adoption numbers are real. So is the trust gap. What fills it isn't better, but different infrastructure underneath them.