Independent thinking for complex markets and current events
Your $200 AI app secretly throws money at everyone else before reaching OpenAI. Unless you as a user are miraculously comfortable paying $1k for the AI app The only thing propping up AI is VC funding No VC funding:The AI application layer is unprofitableThe LLM layer is unprofitableThe compute layer is unprofitableThe GPu layer is …
The only thing these companies will be mining in a year is Chapter 11 paperwork. WSJ Small companies are pouring billions into bitcoin and lesser-known cryptocurrencies — raising big questions about risk, regulation, and what could go wrong if the market turns. — First Squawk (@FirstSquawk) July 26, 2025 We have eclipsed peak insanity. In …
By Tsvetana Paraskova Battery makers in America have started to feel the pinch from China’s ban of exports of the critical mineral antimony, to the point of seeing the shortage as a national emergency. Last summer, China, which supplies more than half of the world’s antimony product, introduced export restrictions of the critical mineral. In December …
Pesticide giants are copying big pharma’s playbook and seek immunity from lawsuits in Florida. • HB 129 in Florida is giving pesticide companies the same liability shield vaccine makers got decades ago. • HB 129 grants immunity to pesticide makers by restricting products liability actions under the Florida Pesticide Law unless certain unobtainable conditions are …
Facebook ban Starting on January 19, 2025 Facebook’s internal policy makers decided that Linux is malware and labelled groups associated with Linux as being “cybersecurity threats”. Any posts mentioning DistroWatch and multiple groups associated with Linux and Linux discussions have either been shut down or had many of their posts removed.[/color=red] We’ve been hearing all …
Nvidia NVDA 2.43% looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial-intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end. The stock climbed 2.8% to $105.70 in Monday morning trading. On Friday, it had dropped …
And above is just the public debt. No bueno pic.twitter.com/4ZMzHEeLi7 — Global Markets Investor (@GlobalMktObserv) April 23, 2024
via Matthew Piepenburg It’s almost comical to watch policy makers of all stripes and country codes caught in a corner yet pretending we don’t notice. Children In Charge I’m reminded of the kid with his hand in the cookie jar while pretending his parents can’t see him—denying his guilt despite the crumbs falling from his …
By Matthew Piepenburg In this brief yet substantive conversation with Charlotte McLeod of Investing News Network, VON GREYERZ partner, Matthew Piepenburg, bluntly answers the financial questions and concerns which political figures and central bankers have a vested interest in mis-representing. Toward that end, he highlights the recessionary facts which are currently being ignored by an S&P rising …
GLENN: Dateline Washington. The Commerce Department is halting exports of most US-made firearms for 90 days, and reviewing its support of the country’s biggest gun trade show to ensure such backing does not undermine US policy interests. Steps that could slow two decades of growth of gun sales abroad. We go to Stu of Steve …
Israel’s conflict with Hamas, Russia’s invasion of Ukraine and the rise of China have brought a boom for weapons makers and a chance for Washington to build closer military ties to other countries.20 hours ago Israel’s conflict with Hamas, Russia’s invasion of Ukraine and the rise of China have brought a boom for weapons makers …
