PoliQuant

Congress is writing the rules for AI. Someone has to read the fine print. I score Big Tech legislation for investors, founders, and the tech-obsessed.

[PoliQuant @ThePoliQuant]

Introducing PoliQuant.

I track Big Tech legislation, follow the lobbying dollars, and score the risk, so you don't have to dig through 400-page bills yourself.

Founders, investors, and the tech-obsessed, this one's for you. Follow along.

[PoliQuant @ThePoliQuant]

@KobeissiLetter The real question is how much is this is actually a result of AI and when does the Government decide if there’s a legislative answer to any of this.

[PoliQuant @ThePoliQuant]

@Polymarket Two trillion dollar companies fighting over the silver medal while Nvidia watches this from the penthouse like it’s a parking lot scuffle is kind of a fascinating concept.

[PoliQuant @ThePoliQuant]

@BullTheoryio Pull out the winners and any index looks flat. That is just math, not a warning.

The part that that worry’s me the most is ten companies are now 41% of the S&P 500.

[PoliQuant @ThePoliQuant]

A June Claude 5 would reset the board. It would mean Anthropic skipped another 4.x and jumped a full version the same month it filed to go public, daring OpenAI and Google to answer mid-IPO season.

[Polymarket @Polymarket]

JUST IN: Claude 5 now projected to be released by the end of the month.

68% chance.

[PoliQuant @ThePoliQuant]

@unusual_whales Note what this study actually was. Not a trial, but an AI-era mining of 111,000 health records for a signal. Drug repurposing is becoming a data race, and whoever reads the EHRs fastest finds the next billion-dollar indication first.

[PoliQuant @ThePoliQuant]

@Mr_Derivatives July’s 13-1 is the cleanest line on that board and the one most likely to get run over this week.

[PoliQuant @ThePoliQuant]

Apple’s big AI comeback is the Siri it promised in 2024, finally shipping in 2026, powered by Google’s Gemini for a reported $1B a year. The most valuable company on earth is renting its intelligence.

[PoliQuant @ThePoliQuant]

@InTheAssembly The tell wasn’t the partnership, it was the template. Same $2B convertible NVDA ran on Synopsys, Coherent, Lumentum, and Nebius. When the customer starts buying the supplier, the supplier’s the trade.

[PoliQuant @ThePoliQuant]

@Polymarket A young space company going public by SPAC right as the SpaceX IPO eats all the attention. A reverse merger is basically the side door to the public market, the one that skips the questions a real IPO makes you answer first.

[PoliQuant @ThePoliQuant]

@Mr_Derivatives The 459% year is real. So is the GAAP net loss and negative free cash flow Intel posted last quarter. I’m keeping an eye on the turnaround everyone’s toasting because that doesn’t typically show up in the financials until 2027.

[PoliQuant @ThePoliQuant]

@jimcramer My reluctance was never about Eli Lilly, it’s about paying today for a market everyone’s already penciled in through 2035. Great companies and great entry points rarely show up to the same party.

[PoliQuant @ThePoliQuant]

@BullTheoryio The only concerning part is that retail FOMO will absolutely chase this higher.

[PoliQuant @ThePoliQuant]

Alphabet pulls in north of $30B in profit every quarter and is still raising the better part of a year’s worth of it to fund AI. When companies this rich start borrowing like startups, the capex isn’t a bet anymore, it’s the price of staying in the game.

[Evan @StockMKTNewz]

JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE

And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in.

Here's the full breakdown:

THE DEAL:
- $30B in underwritten public offerings
- $40B through an at-the-market stock program starting Q3 2026
- $10B private placement to Berkshire Hathaway

THE BERKSHIRE PIECE:
- $5B in Class A Common Stock at $351.81 per share
- $5B in Class C Capital Stock at $348.20 per share
- Berkshire has been building this position since Q3 2025

THE PURPOSE:
- Scale AI compute infrastructure to meet "unprecedented customer demand"
- Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations
- Remaining proceeds go directly to AI infrastructure buildout

[PoliQuant @ThePoliQuant]

@Polymarket Smart hedge by Google. No one should be 100% reliant on a single supplier in the AI arms race. I still believe the real winner is whoever delivers the most compute at the lowest cost per token.

[PoliQuant @ThePoliQuant]

@t_blom @paulg The biggest problem about self driving is that it’s hard to ever want to go back.

[PoliQuant @ThePoliQuant]

@unusual_whales The last time small businesses were this reluctant to hire, nobody had heard of Zoom fatigue. Funny how the “soft landing” keeps getting softer for the people without a CFO.

[PoliQuant @ThePoliQuant]

@unusual_whales What’s more interesting is that some of the most secure jobs in the AI economy will be the ones building it. Keep an eye on electricians and plumbers.

[PoliQuant @ThePoliQuant]

The same week Anthropic filed to go public at a $1T valuation, it asked every other lab to consider slowing down.

The company with the lead wants the option to freeze the race?

[Cointelegraph @Cointelegraph]

🚨 LATEST: Claude maker Anthropic is calling for a global pause in AI development, warning that models are approaching the ability to self-improve without human intervention.

[PoliQuant @ThePoliQuant]

Big Tech will spend more on AI infrastructure this year than the entire Apollo program cost, twice over, adjusted for inflation.

Apollo took a decade and a nation. This took four earnings calls.

[PoliQuant @ThePoliQuant]

@unusual_whales The same week Anthropic filed to go public at a $1T valuation, it asked every other lab to consider slowing down. So, the company with the lead wants the option to freeze the race?