I think its a very different approach than ANT one corner: AI IS GOING TO CAUSE A DEPRESSION AND EAT 50% OF ALL JOBS REGULATION NOW satya: humans are going to be in the process... I call it SOAR Loops.. he is saying its mission critical which I agree with Is it in MSFT interest? of course... he is CEO... the rubber meets the road in what they roll out. I think they/MSFT have missed in an epic manner so far (but I agree with his article thesis) ... lets see what they do, or if they are too late

Right now, the cheapest value stocks are: > Samsung > SK Hynix > Kioxia > Micron > SanDisk Right now, the highest growth stocks are: > Samsung > SK Hynix > Kioxia > Micron > SanDisk Don’t overthink this. Be smart and do this:

The Fable 5 ban made one thing clear: the intelligence layer now has a fast policy gate that hardware never had. Hardware bottlenecks (HBM, power, advanced packaging) take years to shit but today it moved in hours. One export directive on a closed llm = global cutoff - frontier capability just became contingent on jurisdiction and politics (in a way it wasn’t 48 h earlier) - clean segmentation at scale is messy. this exposes a few layers: 1. hosted frontier model itself is no longer a neutral, always-on input. It sits behind a geopolitical choke that can be pulled for “safety” reasons with broad mkt collateral 2. the inference layer underneath becomes strategic. Who serves the model, how it’s routed, quantized, finetuned, guiardrailed, post-trained, and where the data boundary sits now carries real sovereignty weight. 3.Orchestration and redundancy stop being nice to have architecture and start looking like basic operational hygiene once any single frontier llm can be turned down faster than you can figure out alternatives 4. Europe’s demand-side sovereignty moves (Chips Act 2.0 CADA) were already tilting this way. The ban just gave them a crisp, recent case study of the exact risk they’ve been pricing in. It most likely reduces timelines on building parallel capacity and preferring alternatives in critical sectors On the inference side this opens real space Specialized providers that can run open weights, customized finetuned and post-trained models at scale with strong sovereignty guarantees just got more relevant. -> Not because frontier models disappeared, but because the economics and risk profile of depending on them exclusively shifted now You can keep frontier hosted models for the narrow slice of work where they still deliver decisive quality on long horizon or high-stakes reasoning. But for volume, regulated workloads, domain-specific agents, or anything where you need predictable updates, data residency, or protection from foreign policy moves, running customized open models on controllable infrastructure becomes the cleaner default. This is where players like @nebiustf sit in an interesting spot. Access to sovereign EU compute strong inference stack ability to host and serve fine-tuned or post-trained open models gives a credible path to reduce single jurisdiction dependency without giving up performance on the workloads that matter most. Some deeper angles worth tracking - Token economics get more layered. Frontier APIs stay expensive per token for a reason. Open fine-tuned models on sovereign or managed inference can be dramatically cheaper at volume once you control the serving stack and quantization. The gap matters more when you’re already hedging policy risk. - Agent reliability becomes an orchestration problem, not just a model problem. If the frontier tap is sometimes restricted or degraded, you need clean fallback paths and routing logic that preserve output quality where it counts. That creates demand for more sophisticated inference engineering, not just bigger context windows. - US labs face a subtle structural pressure. The more visible the revocation risk becomes, the stronger the incentive for non-US actors to invest in parallel inference capacity and customized models. - and over time this can slow winner-take-most dynamics at the frontier even if raw capability btween llms gaps remain. Power and grid constraints don’t disappear. What of they just get pulled in slightly more directions as people build hedging capacity? Parallel sovereign or hybrid inference clusters still compete for the same scarce electrons and networking obv The real constraint that just got sharper is this designing systems that assume any single centralized frontier hosted model can become less reliable or more expensive to access on policy grounds, not just tech ones. The ban didn’t invent that assumption but defo made it ignoring it look like incomplete engineering.

someone please tell me if I’m retarded but the Anthropic news is the most bullish thing that has ever happened

As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models. Here’s what this means for you: Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error. On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models. We know this is a disruption to your workflows; we appreciate your patience and support.

This data is not what people think it is.

Token prices down 6 days in a row: longest streak since January. "Adoption is becoming less about what frontier models can do and more about the price... the recent drop in the token index may reflect some of this shift toward cheaper models"- Citadel

Some observations…. Generally ‘logical’ price action. 1) AI stuff people want to own is up, 2) The Meh 7 has a supply / space problem short term, 3) ‘other’ stocks have a CPI / Warsh problem (the former may help de-risk the latter). Some vol control selling today, as well. A couple days of digestion is normal. And ‘bend but don’t break’ is a bullish signal.