The Americans aren’t going to let Mark Carney control the narrative so he can keep his grip on power anymore. This is refreshing. Finally they are saying out loud what we knew he was up to the whole time.

This is a huge societal illness not enough people talk about. Men and women are supposed to work together and collaborate, not point fingers and "blame" each other for problems that in the vast majority of cases aren't even real (charts related)

The Trump administration filed a brief supporting OpenAI against the New York Times. The Department of Justice told the court that the United States has a strong interest in 'rejecting any argument that training LLMs on copyrighted texts violates copyright law,' including on national-security grounds. The filing also says training is 'extraordinarily transformative', thus is fair use, and does not violate copyright law.

You have to be a systems level thinker. Zoom in and zoom out. What are the LOs thinking? How many boomer PMs knew what a “Claude” was a month ago? How many have even thought about a world in ten years where software moats are gone? How about in five? CFOs are going to aggressively fire people. They are going to push their remaining engineers to aggressively use AI tools. They will aggressively acquire “AI native” startups. They will aggressively ramp their compute budgets and blow up near term gross margins. At a system level that re-enforces the narrative even tho every cfo is acting rationally. The easy money shorting SaaS has been made. Vol goes up from here. But as a group the road forward is pain and more pain with brief moments of respite 🫡

He said Iran. The method and consequences is not Iran-only , it’s a veiled message to China as well Bessent : we know the BVI trust companies, we know the $100 million houses, we are going to close all that down. Stolen assets go to the victims. After 47 years it is over. With us or against us. That is the same wrapper Chinese political families have used for twenty years. Panama Papers put relatives of eight Politburo Standing Committee members in BVI and Cook Islands companies , including Xi’s brother-in-law, Deng Jiagui. Wen Jiabao’s family was documented at $2.7 billion. ODNI’s 2025 unclassified report still had Xi’s siblings, nieces and nephews north of $1 billion, mostly not in his name. Congress has now ordered a public 2026 follow-up: addresses, proxies, overseas real estate, the full Politburo. The official pile is parked the same way. The “China” line in TIC is $633 billion. Belgium (Euroclear), Luxembourg, the UK and Canada hold the rest of the custody. Russia already taught everyone what happens to reserves in those rooms. Bessent will not say “Beijing” on this clip. In another interview he called China a partner on Hormuz and said he will not blow up the global financial system. Yet Different targets, same map. Family trusts and trophy houses are the thing he just described, in public, as findable and freezable. The Chinese leaders. They already know which islands he meant. And yes folks will say that this is the path to losing reserve status . BRIICS and all that . I’m not sure that is ever going to happen . Sure a split of the worlds financial system but choosing the Chinese side isn’t a no brainer for many countries except Russia and Iran Folks are choosing sides it’s still hard to choose against the biggest consumption economy .

Today, we’re bringing ChatGPT closer to the systems, information, and workflows healthcare teams already rely on. ♥️ We’re introducing a new EHR integration to connect supported Epic environments to ChatGPT and a plugin connecting to nine additional industry data sources.

A Chinese court has frozen up to 2.14 billion yuan ($300 million) of assets held by Dutch chipmaker Nexperia and its equipment arm, in a case brought by the firm's Chinese owner, electronics group Wingtech Technology .