Threads Cast

🧵 Your go-to source for distilled wisdom! Threading Podcasts, one thread at a time. Podcast takeaways, knowledge nuggets, and thought-provoking discussions.

[Threads Cast @Threads_Cast]

@Rounacc That's great... I used to wait for this day, when one of the guys who Ashneer embarrassed by his cockiness comes up successfully... Congrats..

[Manifest_Lord @Manifest_Lord]

Dr gabor maté spent 30 years asking why some people cannot stop giving.

He found the same wound in every single one. It had nothing to do with kindness or generosity.

Medicine never asked the question.

His patients finally had an answer.
(Read once till the end)

[Sanatan Dharma @_SanatanDharma]

"India didn’t just invent zero…
it built the LOGIC behind computing".
🧵#Thread A deep dive into Chandas Shastra.👇

[Brivael Le Pogam @brivael]

Elon Musk avait dit un truc qui m'avait marqué sur l'allocation de ressources. En substance : passé un certain niveau de richesse, l'argent n'est plus de la consommation, c'est de l'allocation de capital.

Cette phrase change tout.

L'économie, dans le fond, c'est juste un problème d'allocation. Tu as des ressources finies et des usages infinis. Qui décide où va quoi ?

Imagine une cour de récré. 100 enfants, des paquets de cartes Pokémon distribués au hasard. Tu laisses faire. Très vite, un ordre émerge. Les bons joueurs accumulent les cartes rares, les collectionneurs trient, les négociateurs trouvent des deals. Personne n'a planifié. Et pourtant chaque carte finit dans les mains de celui qui en tire le plus de valeur. Le système maximise le bonheur total de la cour. C'est ça, la main invisible.

Maintenant fais entrer la maîtresse. Elle trouve ça injuste. Léo a 50 cartes, Tom en a 3. Elle confisque, redistribue, impose l'égalité. Trois effets immédiats. Les bons joueurs arrêtent de jouer, à quoi bon. Les mauvais n'ont plus de raison de progresser, ils auront leur part. Les échanges s'effondrent. La cour est égale, et morte. Elle a maximisé l'égalité, elle a détruit le bonheur.

Le problème de la maîtresse, c'est qu'elle ne peut pas avoir l'information que la cour avait collectivement. C'est le problème du calcul économique de Mises, formulé en 1920. L'URSS a essayé de le résoudre pendant 70 ans avec le Gosplan. Résultat : pénuries, queues, effondrement. Pas parce que les Soviétiques étaient bêtes, parce que le problème est mathématiquement insoluble en mode centralisé.

Quand Musk a 200 milliards, il ne les consomme pas, il les alloue. SpaceX, Starlink, Neuralink, xAI. Chaque dollar est un pari sur le futur. Et lui a un track record. PayPal, Tesla, SpaceX. Il a démontré qu'il sait identifier des problèmes immenses et y allouer des ressources avec un rendement spectaculaire.

L'État aussi a un track record. Hôpitaux qui s'effondrent, éducation qui décline, dette qui explose, services publics qui se dégradent malgré des budgets en hausse constante. Le marché identifie les bons allocateurs, la politique identifie les bons communicants.

Le profit n'est pas une finalité, c'est un signal. Il dit : tu as alloué des ressources rares vers un usage que les gens valorisent suffisamment pour payer. Plus le profit est gros, plus la création de valeur est grande. Quand Starlink est rentable, ça veut dire que des millions de gens dans des zones rurales ont enfin internet. Quand un ministère est en déficit, ça veut dire qu'il consomme plus qu'il ne produit. L'un crée, l'autre détruit, et on appelle ça redistribution.

Dans nos sociétés il y a deux catégories d'acteurs. Les entrepreneurs et les bureaucrates. L'entrepreneur prend un risque personnel pour identifier un problème, mobiliser des ressources, créer une solution. S'il se trompe il perd. S'il a raison, ses clients gagnent, ses employés gagnent, ses fournisseurs gagnent, l'État collecte des impôts. Il est la cellule de base du progrès humain.

Le bureaucrate ne prend aucun risque personnel. Son salaire est garanti. Au mieux il maintient une rente existante. Au pire il la détruit par excès de réglementation, mauvaise allocation forcée, incitations perverses qui découragent ceux qui produisent. Mais dans aucun cas il ne crée.

Regarde les 50 dernières années. iPhone, internet civil, SpaceX, Tesla, Google, Amazon, Stripe, mRNA, ChatGPT. Toutes des inventions privées, portées par des entrepreneurs, financées par du capital risque. Pas un seul ministère n'a inventé quoi que ce soit qui ait changé ta vie au quotidien.

La France est devenue le laboratoire mondial de la dérive bureaucratique. 57% du PIB en dépenses publiques, record absolu. Une administration tentaculaire, une fiscalité qui pénalise la création de richesse. Résultat : décrochage face aux États-Unis, à l'Allemagne, à la Suisse. Fuite des cerveaux. Désindustrialisation. Dette qui explose.

Et le pire c'est que la mauvaise allocation s'auto-renforce. Plus l'État prélève, moins les entrepreneurs créent. Moins ils créent, moins il y a de base fiscale. Plus l'État s'endette et taxe. Boucle de rétroaction négative parfaite. La maîtresse pense qu'elle aide, et chaque année la cour produit moins.

Dans nos sociétés, ce sont les entrepreneurs, toujours, qui font avancer la civilisation. Les bureaucrates au mieux maintiennent une rente, au pire la détruisent. Aucune société n'a jamais progressé en taxant ses créateurs pour subventionner ses gestionnaires.

La question n'est jamais qui a combien. C'est qui alloue le mieux la prochaine unité de ressource pour maximiser le futur de l'humanité. La réponse depuis 200 ans n'a jamais changé. Ce ne sont pas les fonctionnaires.

[Threads Cast @Threads_Cast]

To all those trying to find
Your own pivot…

[Jaynit @jaynitx]

Jeff Bezos spent 3 hours on a physics problem with his roommate.

They got nowhere.

So they went to the smartest guy at Princeton.

He looked at the problem and said one word: "Cosine."

That was the exact moment Bezos decided not to become a physicist.

Here's the full story:

Bezos wanted to be a theoretical physicist. That was the plan.

He went to Princeton. He was a really good student. A+ on almost everything.

He was in the honors physics track. Started with 100 students. By quantum mechanics, it was down to 30.

Junior year. Quantum mechanics. He's also taking computer science and electrical engineering classes on the side.

Then he hits a partial differential equation he can't solve.

"It's really, really hard."

He studies with his roommate Joe. Also really good at math.

Three hours. Got nowhere.

They look up at each other across the table at the same moment and say the same name: "Yosanta."

Yosanta was the smartest guy at Princeton.

He was Sri Lankan. His name was three lines long in the facebook (which was an actual paper book at that time).

"I guess in Sri Lanka when you do something good for the King they give you an extra syllable on your name. So he had a super long last name. The most humble, wonderful guy."

They go to Yosanta's room. Show him the problem.

He stares at it for a while.

Then he says: "Cosine."

Bezos: "What do you mean?"

"That's the answer."

"That's the answer?"

"Yeah. Let me show you."

He brings them into his room. Sits them down. Writes out three pages of detailed algebra. Everything crosses out.

The answer is cosine.

Bezos asks: "Yosanta, did you just do that in your head?"

"No. That would be impossible."

"Three years ago I solved a very similar problem. I was able to map this problem onto that problem. And then it was immediately obvious that the answer was cosine."

Bezos on that moment:

"That was an important moment for me. Because that was the very moment when I realized I was never going to be a great theoretical physicist."

He didn't quit because he was bad. He was in the top 30 at Princeton.

He quit because he saw what great actually looked like.

Great wasn't grinding for 3 hours. Great was pattern-matching to a problem you solved 3 years ago and seeing the answer instantly.

He couldn't do that. Yosanta could.

So he pivoted. Computer science. Business. Amazon.

Built a $2.5+ trillion company instead.

The rest is history.

[Threads Cast @Threads_Cast]

We’ve been waiting long for this development… Finally Stage of 2 Dr Bhabha’s plan and execution arrives…

[CA Vivek Khatri @CaVivekkhatri]

🚨Last night, India switched on a reactor.

Here are 9 numbers nobody is talking about:

→ 72 years: Time since Homi Bhabha conceived this plan
→ 22 years: Time to actually build it
→ ₹7,700 crore: Final cost (started at ₹3,492 crore)
→ 500 MW: Power it will generate
→ 2nd: India's global rank only Russia had this before
→ 25%: India's share of world's thorium reserves
→ 400 years: How long those reserves can power India
→ 200+: Indian companies that built it. Zero foreign designs.
→ 3: Countries that tried and quit - USA, Germany, UK

🧵 A thread that will blow your mind:

[Threads Cast @Threads_Cast]

Similar to the Stoic Wisdom of Imagine the Worst… But Much more powerful with sportsmen context… Prokatalepsis…

[Deep Psychology @DeepPsycho_HQ]

The Olympics banned this technique because it removed the Fear of Failure.

> Long before the modern Olympics,
Greek athletes followed rules that would sound extreme today.

They didn’t only train their bodies.
They trained who they were.

Because to the Greeks,
fear of failure
was the real enemy of performance.

Not weak muscles.
Not missing talent.
Fear.

So they practiced a method
called prokatalēpsis a mental ritual so powerful
it was later banned for giving an “unfair advantage.”

> Athletes described it as:

“the moment the future stopped being threatening.”

Here’s how it worked.

The night before competition,
the athlete did something unusual:

He imagined losing.
Fully.
Clearly.
Painfully.
Without excuses.

Not to discourage himself.
Not to spiral.

But to drain fear of its power.

Because the Greeks believed
you can’t be afraid of
what you’ve already accepted.

Then came the second step the part that made the ritual famous:

After visualizing defeat,
the athlete stood alone in silence
and repeated one sentence
until his body felt it was true:

“What remains after fear
is my true form.”

They believed this revealed
the identity beneath ego,
expectations,
and imagined judgment.

And something strange happened:

Athletes slept deeper,
moved more freely,
and competed with a calm
that felt almost untouchable.

> Modern psychology later confirmed it:

When you vividly face
the worst outcome
and survive it mentally,
your brain reduces the fear response tied to it.

Today it’s called
“exposure reconsolidation.”

The Greeks called it:

“returning to yourself
before the world interferes.”

Try it next time
fear tightens your chest.

Accept the loss
for sixty seconds.
Then say the line.

You may feel
something very old
stirring awake inside you.

[Threads Cast @Threads_Cast]

Wonderful Post - Touching on How Excess Carbs and Fats cause the fall of Empires… (Just like Man)

[Ritesh Jain @riteshmjn]

The Fat Empire

By Vikas Sehgal
How states keep their promises—and quietly destroy their value

Lard and meat

A close friend of mine—Dr PM—once told me, with complete confidence, that his pension was the one thing he never worried about. Years in the NHS, defined benefits, government-backed. “Whatever happens,” he said, “this is secure.” Another friend, Dr SP, agreed. It is a comforting belief—that once the state makes a promise, it will always keep it.

States do keep their promises. Just not in the way people expect.

The number remains. The value changes.

And that is where this story begins.

In 1998, after my internship, I visited Topkapı Palace. I expected history—tiles, swords, the theatre of empire. What stayed with me was a kitchen. An industrial organism. Massive cauldrons. Chimneys like factory stacks. Ledgers tracking sheep, butter, rice—everything counted, everything recorded. It felt like trivia. It wasn’t.

Under Suleiman the Magnificent, this kitchen fed a court that moved. Armies marched. Territories expanded. The state was lean in purpose, even if vast in scale. Calories in translated into conquest out. The system was aligned. The menu was narrow. Honey was sparingly used. Victory justified excess. Celebration followed conquest.

Then something changed.

More sheep. More butter. Richer meals. More honey.

But no expansion.

Defeats replaced victories. Borders came under pressure. It looked like prosperity. It wasn’t. It was the moment the state turned inward.

The kitchen expanded. The frontier did not.

More calories, less conquest.

Every empire expands outward before it turns inward.

By 1683, after Vienna, expansion slowed but appetite accelerated. Taxation rose—less predictable, more extractive, filtered through layers that took their share. The army grew, but weakened, until it had to be reset in 1826. The system inverted.

Tax no longer fed expansion.
Tax fed bureaucracy.
Bureaucracy fed consumption.

Excess was no longer a reward. It was the system.

The frontier stopped moving.

Consumption always follows conquest—and then replaces it.

Those kitchen ledgers were not about food. They recorded the loss of nimbleness. Fat is stored excess. It is inertia. A lean organism reacts. A fat one absorbs. Empires follow the same law.

More butter, more friction.
More resources, less purpose.
Not poorer—just heavier.

That kitchen stayed with me. Today, it reads less like history and more like warning.

In the United Kingdom, the same inversion is visible. Over sixty years, welfare and bureaucracy rose from ~30% to ~50% of spending. Military pensions rose ~150%. Real defence fell ~65%.

The state did not stop taxing. It changed what taxation sustains.

More spending, less power.
More state, less strength.

The result is familiar. A navy that struggles to project force. More admirals than ships. A military maintained, not sharpened. Resources absorbed before they become power.

In the United States, the pattern is less advanced—but identical. Rising commitments. Expanding internal consumption. Power without cost.

Different empires. Same drift.

The Ottomans did not fall because they ran out of resources. They fell because resources stopped reaching the edge.

Not poorer. Not weaker overnight.

Just heavier.

And once an empire becomes too heavy to move, decline is no longer a risk. It is a trajectory.

Once spending stops creating power, it starts consuming it.

In a democracy, the state becomes a machine to convert public money into political power. Spend today. Win today. Leave the bill to someone else.

The UK and US now operate within this logic.

In the US, interest, Social Security, defence, and Medicare already absorb almost all federal tax income. The state borrows to function. Priorities are no longer chosen—the system chooses them.

Soon, interest, Medicare, and Social Security alone will exceed total tax revenue.

Then what?

The UK’s NHS occupies the same sacred space. Valuable. Necessary. Unsustainable at current trajectory. As Jean-Claude Juncker put it: we all know what to do—we just don’t know how to get elected after doing it.

So what next?

A system that cannot sustain itself, will not.

The US spends ~$7 trillion, earns ~$5 trillion, and runs a ~40% deficit relative to revenue. Social Security, Medicare, and interest consume ~75% of spending—and grow faster than revenue.

Project forward.

By 2030: ~$9 trillion spending, ~$6 trillion revenue.

The gap is no longer policy. It is design.

Interest approaches $1.4 trillion. Social Security crosses $2 trillion. Healthcare follows. The three exceed what the state earns.

Borrowing is no longer a choice. It is the system.

And this holds—until the bond market refuses to fund it cheaply.

If US 10-year yields move toward 5% and UK yields move higher, the system tightens instantly.

Interest stops being a line item. It becomes the system.

It compounds. It cannot be cut. It cannot be voted away.

At the same time, defence spending rises—stacked on top of existing commitments.

More defence. More interest. Same welfare.

More promises, less capacity.

This is where systems break—not from lack of resources, but from the cost of funding them.

The UK breaks first.

Not because it is worst—but because it has the least room.

No reserve currency. Weak growth. Stretched base.

Higher yields → higher interest → weaker currency → imported inflation → shrinking fiscal space.

Then reality overrides politics.

The triple lock breaks.
Pensions remain nominally intact—but lose real value.
Welfare compresses.
Services shrink.
The pound weakens.

The promise survives.

The value does not.

For people inside the system—like Dr PM and Dr SP—the shock is personal. A lifetime in institutions like the NHS builds belief in security. But nominal stability masks real erosion.

A pension can remain unchanged—and still collapse.

Some will realise, too late, that the life they planned is no longer affordable where they are. That recovery may require leaving—not by choice, but by arithmetic.

The US does not break the same way.

It has time. Scale. Reserve currency.

But it does not escape.

Adjustment comes through inflation, repression, and dilution. The system continues—but with less control.

More money, less control.

India still appears lean—but the same ingredients are present. Infrastructure grows. Defence holds. But interest is high. Welfare expands.

If the dollar weakens and India still runs deficits, the rupee is tested—not against strength, but relative weakness.

At ~94 today:

Disciplined path → 105–110
Undisciplined path → 110–120+

Not because the dollar is strong.

Because the rupee is weaker.

India can still choose.

But only once.

The arithmetic is simple. Welfare, healthcare, and interest grow ~2x revenue.

This is not a forecast.

It is a direction.

What looks stable is often the final stage of imbalance.

Currencies, like empires, do not collapse suddenly. They are diluted—slowly, quietly—until value itself becomes uncertain.

Deficits are not the problem—if they fund expansion.

This is not expansion.

This is consumption.

The kitchen grows. The frontier disappears.

The kitchen is still full. The frontier is gone.

Dr PM and Dr SP will still receive their pensions. The numbers will still arrive, on time, every month. But one day, they will look at what those numbers can buy—and realise something has changed.

Not suddenly. Not dramatically.

Just enough.

And by then, it may be too late to treat. The arteries are clogged. The patient stands—but no longer moves. And even the doctors may find the only option left is not to cure, but to leave—to catch a flight out in search of a place where value still holds.

Empires don’t die when they run out of blood—they die when lard replaces it.

(Vikas is @PineTreeMacro Investor)

[JJ Englert @JJEnglert]

How to set up Claude Cowork so it actually works like an AI chief of staff (not just another chatbot):

1. Most people open Cowork, type a message, and get generic output. It's not a Claude problem. It's a setup problem. Cowork needs context before it can help you. Who you are. How you work. What you're building. Your team. Your priorities. Give it that, and every session feels like picking up a conversation with an executive assistant.

2. The setup has three layers:

a) Global instructions (who you are, how you work, what Claude should never do).

b) Connectors (Slack, Gmail, Google Calendar, Notion)

c) And a folder structure on your computer that acts as Claude's long-term memory. That combination is what takes it from generic to personalized.

3. Skills are the real leverage. A skill is a markdown file that tells Claude exactly how to do one thing well. Write my newsletter. Coach me on a decision. Review a case study. Each skill lives in its own folder with context, examples, and a definition of what success looks like.

4. We built a CEO coach skill in the video below. Gave it business context, leadership style, company goals. Then tested it with a real decision: should we increase our newsletter from once to twice a week? It came back with trade-offs, second-order consequences, and risk assessment.

5. Then we built a multi-agent advisory board. Five subagents, each with a defined persona:

a) the operator
b) the skeptic
c) the customer advocate
d) the finance partner
e) the legal/risk advisor.

You feed it a decision. Each agent evaluates independently. The main agent synthesizes the feedback. It's like having a board meeting on demand.

6. Third skill: a thought leadership content pipeline. Topic scoring, idea capture, distribution cadence, tone calibration. All built from your actual expertise and audience. Designed so an executive can go from idea to published post without starting from scratch every time.

7. The workspace map is what ties it all together. It's a top-level file that shows Claude how to navigate your entire setup. Which folders exist, what skills live where, how to invoke them. Without it, Claude has to search for everything. With it, Claude goes straight to what it needs.

8. Everything you build is portable. The folder structure works in Cowork, Claude Code, and Codex. Push it to a private GitHub repo and you can access it from your phone through Claude Code, or use Claude Dispatch.

9. The pattern is repeatable. Pick a task you do often. Create a folder. Build a skill. Add examples of what success looks like, and what a bad output looks like. Test it. Workshop it. Move on to the next one. Each skill is like onboarding a new employee who never forgets and never needs to be re-trained.

The people who invest in this setup now are the ones who will have a 10x advantage when these tools get even better. And they're getting better fast.

I sat down with @alexlieberman on Human In The Loop and we built all three of these live from scratch. Full breakdown in the video below..

I tried to explain this as clear as possible for my non-developer crowd.

Send it to someone who should be using Cowork but isn't yet. Or bookmark it to level up when you're ready.

Watch 👇🏼

[StockMarket.News @_Investinq]

One of the world's most powerful banks built an index to predict exactly when Trump breaks under pressure and it just hit the highest level ever recorded.

Deutsche Bank calls it the Pressure Index and it tracks Trump's approval ratings, inflation expectations, the S&P 500 and Treasury yields, all in a single number.

The idea came from a pattern Wall Street noticed throughout 2025, every time markets dropped and approval ratings fell, the White House reversed its most aggressive policies.

Traders gave the pattern a name, TACO aka Trump Always Chickens Out.

But the pattern held every single time, tariff threats collapsed under market pressure, and the White House retreated. TACO proved correct, over and over again.

Now the Pressure Index is at a record high sitting higher than it did on Liberation Day, when global markets cratered after Trump's sweeping tariff announcement.

Oil has surged past $100 a barrel, gas is approaching $4 a gallon nationwide, and markets are now pricing in a Federal Reserve rate hike something traders weren't even considering a month ago.

The 2-year Treasury yield just posted its biggest monthly surge since the Fed's most aggressive tightening cycle in 40 years.

The S&P 500 has fallen more than 5% from its January record high. That is the exact threshold analysts have identified as Trump's historical breaking point.

Every prior spike in the Pressure Index ended with a White House reversal and the chart makes that pattern impossible to ignore.

[Eminent_minds @minds_eminent]

This is how a child loses trust in their parents;

- Asks a genuine question. Gets dismissed.
- Shares excitement about something. Gets mocked.
- Comes home with a problem. Gets lectured instead of heard.
- Cries. Gets told to stop being dramatic.
- Fails at something. Gets compared to someone else.
- Achieves something. Parents barely look up.
- Tries to talk. Parent is on the phone.
- Learns that home is not a safe place to be honest.
- Starts hiding things.
- No quality time. Only correction.
- No "I'm proud of you" without a condition attached.
- No listening without an agenda.
- No apology when the parent is wrong.
- No curiosity about who the child actually is.
- Child raises themselves emotionally.
- Grows up. Moves away as fast as possible.
- Calls home out of obligation, not love.
- Becomes a stranger who shares blood.

And the parent wonders why their child never opens up.

To raise a child who actually trusts you, do this;

- Put the phone down and look them in the eyes when they talk.
- Ask questions about their world without judging the answers.
- Apologize when you're wrong. They're watching everything.
- Celebrate who they are, not just what they achieve.
- Make home the safest place they know.
- Listen to understand, not to respond.
- Show up to the small moments. Those are the big ones.
- Tell them you love them without them having to earn it.
- Be the person they run to, not from.

NON-NEGOTIABLE.

[Dustin @r0ck3t23]

Jensen Huang just gutted the AI job panic with one profession.

Radiology.

The field AI was supposed to kill first.

Jensen Huang: “Computer vision was superhuman in 2019. And yet, the number of radiologists grew.”

Not competitive. Not close. Superhuman.

Every forecast said radiologists were finished.

Every forecast was wrong.

Not slightly wrong. Directionally wrong.

There are now fewer radiologists than the world needs. A global shortage. In the exact specialty AI was supposed to erase.

Why?

Because the task was never the job.

Huang: “The purpose of your job and the tasks and the tools that you use to do your job are related. Not the same.”

Reading a scan is a task.

Diagnosing disease is a purpose.

AI handled the task. The purpose didn’t shrink. It compounded.

Faster reads meant more patients seen. More patients seen meant more disease caught. More disease caught meant more demand for the people who decide what to do about it.

The tool did not kill the job. It fed it.

Then the fear did what the technology never could.

Huang: “The alarmist warning went too far and it scared people from doing this profession that is so important to society. It did harm.”

People heard radiologists were finished and walked away from the field.

Medicine bled talent it could not afford to lose.

Not because the work vanished. Because the panic said it would.

The prediction was wrong. The damage was real.

Huang: “The number of software engineers at Nvidia is going to grow, not decline.”

Not hold steady. Grow.

The company building the infrastructure that automates code is hiring more of the people who write it.

Huang: “I wanted my software engineers to solve problems. I didn’t care how many lines of code they wrote.”

Nobody ever hired an engineer to type. They hired them to think.

When the machine handles syntax, the engineer does not become obsolete. The bottleneck just moves upstream. To architecture. To edge cases. To the kind of reasoning no model handles alone.

The world was never short on unsolved problems.

It was short on people free to chase them.

That is the part the fear narrative misses every single time.

340,000 women once worked as telephone switchboard operators.

That job is gone. Nobody mourns it.

What replaced it created millions of roles that nobody in 1920 had the vocabulary to describe.

The losses are always visible. The gains are always invisible until they arrive.

That pattern has survived every technological shift in history.

It is surviving this one.

The people forecasting mass displacement are making the same mistake as the people who forecasted the end of radiology.

They can see the task being automated.

They cannot see the purpose expanding underneath it.

That blindness is not just wrong.

It is expensive.

Every person scared out of a career that AI will actually make more valuable is a cost the economy absorbs for nothing.

Not because of the technology.

Because of the story told about it.

[Milk Road AI @MilkRoadAI]

Morgan Stanley just mapped the most DANGEROUS money loop in history (Save this).

Here is what the chart actually shows.

One company sits at the center of over a trillion dollars in circular deals.

That company is OpenAI.

Microsoft gave OpenAI $13 billion and in return, OpenAI promised to spend $250 billion buying Microsoft's cloud services.

Now add Oracle. OpenAI signed a $300 billion cloud deal with them.

Oracle takes that money and buys Nvidia chips to build the data centers.

The cash goes straight back into the same circle.

Now add Nvidia, Nvidia invested $100 billion into OpenAI.

OpenAI takes that money and buys Nvidia chips.

Nvidia funded its own customer.

Now add CoreWeave and Nvidia owns 7% of CoreWeave.

Nvidia also committed $6.3 billion to use CoreWeave's cloud.

CoreWeave then invested $350 million into OpenAI and expanded its contracts with OpenAI to $22.4 billion.

Every player is funding the next player in the chain.

Amazon is the newest entrant, they committed $50 billion to OpenAI.

OpenAI agreed to spend $100 billion on Amazon Web Services over the next eight years.

Amazon gave OpenAI money and OpenAI hands it back.

Morgan Stanley calls this "capital inner circulation."

The money does not come from customers or real revenue, it travels between the same giant firms in a closed ecosystem.

But here is the danger, OpenAI's annual revenue today is roughly $13 billion.

Its total infrastructure spending commitments are over $1.4 trillion which they have already cut in half.

The new funds raised only cover some of what OpenAI has already promised to spend.

The other depends on future revenue that does not yet exist.

Morgan Stanley warned that AI capital spending is now on track to exceed 50% of all large-cap capital expenditures, surpassing the intensity of the dot-com bubble.

The risk is systemic.

Morgan Stanley warned these deals use off-balance-sheet guarantees, warrants, and revenue-share arrangements that hide the true leverage from investors.

You cannot see the full exposure on any single company's books.

If OpenAI cannot generate the revenue needed to honor these commitments, Microsoft, Amazon, Oracle, and Nvidia all take hits simultaneously.

These are not small companies and their combined market cap runs into the tens of trillions.

[Vikas verma @Vikasverma39341]

How can you grow to become 1000× better than who you are today?

[Rimsha Bhardwaj @heyrimsha]

🚨BREAKING: A 19-year-old MIT dropout just built a prompting system that beats every AI benchmark.

No PhD. No lab access. No corporate budget.

Your prompts are failing silently 3 out of 10 times and this is why.

Here's the exact method he open-sourced and the 8 prompts that fixed everything:

[Ray Myers @TheRayMyers]

10 High-Growth Stocks to Hold Till 2040

1/ Ondas

$ONDS is developing an autonomous military infrastructure platform that combines AI-driven drones and robotics with advanced wireless networks.

Furthermore, $ONDS is also actively expanding through M&A, consolidating the fragmented military drone and robotics industries.

In the context of the Iran War, the demand for its capabilities has become especially clear.

The company is moving beyond the technology validation stage and shifting into the rapid execution and deployment phase.

It is securing new contracts for its drones and robotic systems almost every week.

2025 revenues are up 605% Y/Y, whilst 2026 guidance was increased to $375M, up from $180M Consensus estimate.

Following recent capital raises, $ONDS now holds $1.5 billion in cash, providing a significant liquidity advantage over competitors.

Overall, the company is strongly positioned to emerge as a leading military contractor in the era of drones and AI over the next decade.

[The Shift Journal @TheShiftJournal]

You can’t achieve anything worthwhile without ‘Discipline’

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A wondeful perspective of looking at the past and the upcoming future.

[Balu Gorade @BaluGorade]

We are a $4T economy.

$1T was built by steel, cement, aluminium, jute, textile companies.

$1T to $4T was driven by banks, pharma, IT.

$4T to $8T will be built by semis, AI, defence, niche pharma.

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[Sweep @0xSweep]

In 2008 every stock on Earth was crashing

Hedge funds shorted Volkswagen expecting it to follow the rest of the market down

Then Porsche quietly revealed they had been secretly accumulating 74% of VW through options and nobody saw it coming

The free float was just 6% but short interest was 12%

There literally weren’t enough shares on the planet for short sellers to cover their positions

In a single week Volkswagen went from an ordinary automaker to the most valuable company on Earth passing ExxonMobil at over $370 billion

Short sellers lost over $30 billion and some funds were completely destroyed overnight

The greatest short squeeze in history didn’t happen during a boom

It happened during the worst financial crash in 80 years