Why China's "Thousand Model War" is a Risk to US National Security | BPH Ep 42 — Key Takeaways

The World You Knew Is Never Coming Back | TCAF 247

Morgan Stanley's cross-asset research shows AI adopters are expanding EBITDA 2x faster than non-adopters, with $2.9 trillion in global data center CapEx projected through 2028 — and the productivity gains have barely started.

Sonnet 5 Drops, Fable 5 Will Return & Fusion's First Plant Gets Licensed w/ Philip Johnston | #268

Robots self-assembling other robots will collapse unit costs to near-zero raw materials and energy, effectively making physical labor too cheap to meter — evaluate robotics infrastructure investments now before this threshold is crossed.

China Is Quietly Winning the AI Race

Evaluate Chinese open-weight models (DeepSeek, Qwen) for cost-sensitive inference workloads — they run 36x cheaper than GPT-4.5 and now power the majority of global developer traffic, but route API calls through China-based servers subject to state intelligence law.

Will the Fed Buy Stocks? | Animal Spirits 473

Forward PE ratios for tech stocks are below their 10-year average and falling, meaning bearish valuation arguments against the AI trade lack empirical support.