I must say, Anthropic CEO Dario Amodei is toying with the world with what could be considered 500 IQ plays. Mythos Fable was intented for exactly what has just happened. The US government is playing into his hand. Dario Amodei has been extremely vocal about the dangers of AI; often comparing it to Nuclear weapons. "You wouldn't want American companies to sell nukes to North Korea" The security focus on Mythos, including the effort of Project Glasswing, a sweeping cybersecurity initiative led by Anthropic that unites major technology and finance companies to secure critical software. and the limited release of Mythos Fable was an attempt to attract government oversight, underscoring faults and possible risks from bad actors; setting the precedent for nationalization of the AI Ecosystem. The upper echelon of Frontier models will be nationalized. The EU and adverseries will now have to train their own frontier models, which increases the demand for top of the line compute like $NVDA Vera Rubin and $AMD MI350X / MI355X. 1. You limit access to models -> artificially hightening demand for compute $NVDA / $AMD / $AVGO Beneficiaries: - Antropic / OpenAI / $GOOG / $META: Less short-term frontier competition - $NVDA / $AMD / $AVGO: Largest downstream companies (delivering end product) 2. You limit access to compute (tariffs export controls) -> artificially hightening demand, for foundry memory, in new configurations OR compute at extreme prices and limited rates. Beneficiaries: - $TSM / Samsung / $INTC: Only tier-1 fabs reside in Taiwan, Korea and the US - AI Specialized Clouds (Sovereign demand): $NBIS (Most pure, already developing sites for sovereign AI in UK, Israel and more) / $MSFT / $AMZN / $GOOG 3. The US government profits by taking stakes in critical AI companies accompanied by tariffs. 4. No one can harm the US, because they own what will be considered AGI, combined with a world-class geopolitical position (critical resources & geographical positioning). Beneficiaries: - US government US AI ecosystem You do not want to know what happens after point 4.

Nick Johnson highschool highlights.mp4

It’s already becoming clear the New Face (Wemby) has this in common with the Old Face (LeBron) … no clutch gene. Late missed game-winners, missed crucial free throws, killer turnovers. Disappeared in last night’s second half: 0 blocks, 0 defensive rebounds. 1-9 career late/close

If I’m proud of @TheTraeYoung for anything outside of b-ball it’s the chance to be in rooms & invest in companies pre IPO. To be a shareholder of @SpaceX years (2019) ago has added 2 the Young legacy. Let’s keep educating each other. @TheNBPA @NBA @Cyoung321

History will be made tonight if the Spurs win. Never in history has the road team won the first four games of any NBA Finals. Knicks should be concerned since Mike Brown still hasn’t found an answer for the three Slash Brothers. Ever since Mitch Johnson unleashed De’Aaron Fox, Dylan Harper, and Stephon Castle together late in Game 2 to help erase that big Knicks lead in the closing minutes, the Knicks have struggled to contain the constant downhill pressure. When one sits, the other two keep attacking. When all three share the floor, the defense is forced into impossible choices. Johnson has essentially thrown 107 combined minutes of Fox, Harper, and Castle at New York over the last two games, and the cumulative effect is obvious. The Knicks can complain about whistles all they want, but aggressive slashers tend to draw fouls when they’re constantly living in the paint. Duh! What’s most impressive is the versatility. Take away one and the other two attack. Help on the drive and someone else gets downhill. There isn’t an obvious adjustment. The formula we first identified as the key to unlocking this series has played out almost exactly as expected. Now the question is whether Mike Brown has a counter tonight 'cause finding one in 48 hours against this trio is a lot easier said than done. #PorVida #NBAFinals #GoSpursGo

Ebuka Okorie has been working out with 2x NBA Champ Mike Miller ahead of the draft, and it’s paying off. He goes 30/32 from 3PT here. Cleanest I’ve seen his shot look. Led the ACC in scoring had 8 games with 30 points (co-led the nation). Bucket.