No chance this will persuade Germans: 1. They're more worried about US domination than French domination, as the US is both more powerful and in a more bullying mood. 2. In exchange for money, compute and staff Germany could require joint custody of weights and legal guarantees on model access. Not 100% solid but much better than the US, which is explicitly indicating they'll cut off access. 3. Even setting that aside, having 3 possible model suppliers (the US, France and probably China) puts you in a stronger negotiating position. 4. Germany has more leverage to bring to bear against France (in non-AI domains) than against the US. 5. In this situation middle powers will be motivated to stick together for pragmatic reasons - France would naturally prefer to be the leader of a non-US AI bloc rather than go it alone, as they lack the resources to compete individually. This line of argument may sound good to Americans. It won't sound good to others. The question is whether any grouping of middle powers have the will and capability to pull off a near-frontier fast-follower model, even if they try. It's a heavy lift but not out of the question, especially if the US prompts an exodus of non-national staff who opt to return home and lead the effort themselves. Or things reach the point that Germany is deploying a meaningful share of its €1 trillion defence expansion to this kind of thing.

📊MARKETS BET FED WILL HIKE AGAIN Investor expectations for a Fed rate hike are rising. Bank of America’s June fund manager survey shows 40% expect at least one hike in the next 12 months, up from 16% in May. Rate-cut hopes fell sharply, with only 28% expecting cuts versus 50% last month. Prediction markets also show growing odds of a Fed hike before 2027. kalshi.com/markets/kxfedhike…

Hay alegaciones serias de corrupción contra Domenech pero a menos que los federales acusen, es altamente improbable que la Justicia de Puerto Rici haga algo. Ojalá me equivoque

Pour sauver sa peau, la Fédération tunisienne de football 🇹🇳 a tenté le tout pour le tout en contactant Hervé Renard comme l'a annoncé M6 Et mon petit doigt me dit que ça pourrait se conclure demain... Ce serait une mission commando un peu comme ce que la Fédération ivoirienne lui avait proposé après le limogeage de Gasset lors de la CAN 2023 (sauf qu'il n'avait pu se libérer de son engagement avec l'équipe de France féminine)