The bet Warsh is making before midterms: Hawkish communication can tighten conditions before the political calendar makes another hike increasingly difficult. “By the time we get to September, we may not need those hikes because the long end has already taken care of it.” – @fejau_inc

The FIFA World Cup 2026 is live on D0. One page for the whole tournament: the full knockout bracket, live Polymarket markets, and the D0 leaderboard. Prediction markets move fast. Odds shift by the minute across every group, every knockout, every long shot to lift the trophy. That's the part D0 carries for you. Ask D0 to break down any market: the odds, the implied probability, the price, where the money's going, all in plain language. Watch a market and D0 pings you the moment the line moves. When you've made your call, place the bet in a single message, without ever leaving the chat. Every bet you place lands on the D0 leaderboard. Track your PnL, ROI, and where you rank. →

The World Cup is happening Spain is your favorite 🇪🇸 You have an opinion. D0 makes it a bet. Type "Buy Spain to win" and D0 pulls the live @PolymarketTrade quote and places the bet. Prediction markets just got a lot easier.

BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?

Weekly AI Update The AI chip gold rush has a new banker worth $2.4B Volta Infra, a brand new AI cloud startup, just raised $300 million plus $5 billion in financing to help more companies afford Nvidia's pricey chips, not just the tech giants. Backed by Nvidia, Michael Dell, Andreessen Horowitz, and Altimeter, it has already locked in a $10 billion contract to supply cloud capacity to an unnamed AI developer over six years. The bet is that whoever solves AI's financing problem wins, though critics warn of risky circular deals and a coming shakeout. Google's $1.5B play for Mechanize could finally fix its coding AI problem Google is reportedly in talks to pay around $1.5 billion to license technology from Mechanize, a young AI startup building simulated environments and benchmarks to train coding agents, while also hiring some of its top evaluation experts. The move fits a familiar Google playbook of striking talent and licensing deals that sidestep antitrust scrutiny, much like its earlier tie-ups with Windsurf and The goal is clear: close the gap with Anthropic's Claude Code and OpenAI's Codex, which have pulled ahead in the fast growing market for AI coding tools. Anthropic wants to build its own chips to run Claude faster and cheaper Anthropic confirmed it is assembling a custom silicon team to design its own AI chips, hiring engineers who will develop hardware and models together so Claude can run faster and at greater scale. The move puts it alongside OpenAI, Google, and Meta, all of which have pushed into custom chips, though building an advanced one can cost close to half a billion dollars. It is the latest piece of a massive infrastructure push that also includes a $15 billion Texas data center campus and deals with $AMZN, $NVDA, $AMD, and Samsung.

In his article for theNET, Field CSO Max Imbiel explores the shift toward autonomous cybersecurity. With threats like hyper-volumetric DDoS attacks and AI-powered deepfakes scaling faster than ever, human intervention is no longer enough. Discover why modern defense requires an AI-driven, automated approach. 🔗 Read the full article here: