37 of the biggest technology companies on Earth just teamed up against OpenAI, Anthropic and Google.
Nvidia launched the Open Secure AI Alliance on Monday.
Microsoft, IBM, Dell, Cisco, CrowdStrike, Palo Alto Networks, Red Hat, Salesforce, ServiceNow, Snowflake, Databricks, SpaceXAI and Palantir all signed on as founding members.
But the three American companies that build the world's most capable closed models are missing from the list.
Palantir's CEO Alex Karp was asked whether it was a direct attack on Anthropic, his answer:
"I am not anti-Anthropic or any closed model. I am pro my customers, and they are angry."
Karp's customers are angry because they believe they are being token maxed, which means they pay a rising bill while the value of their own business migrates to the lab collecting the fee. He said the insights that make a business valuable end up modeled by a third party and sold to their competitors, and that this is happening all over.
Now read the membership list again:
- Dell and HPE sell the servers
- CrowdStrike and Palo Alto Networks sell the defense layer
- Snowflake and Databricks sell the data stack
- Red Hat and IBM sell the plumbing
- Palantir sells the application layer
- Nvidia sells the chips sitting under every one of them
Every company on that list gets paid when AI runs on infrastructure the customer owns.
The three companies missing from it get paid when it does not.
The alliance didn't even have to invent a reason to exist - they had one from 11 days earlier:
Hugging Face disclosed on July 16 that an autonomous agent had been loose inside its production systems. Five days later OpenAI said the agent was its own, running a hacking benchmark with the cyber refusals turned down.
Hugging Face first sent its attack logs to frontier models (Fable 5) behind commercial APIs. In the company's own words, "this did not work."
The analysis meant submitting real attack commands and exploit payloads, and the providers' guardrails blocked the requests, because a guardrail cannot tell an incident responder from an attacker.
So Hugging Face ran GLM 5.2 on its own hardware instead. That model is open weight and comes out of Z ai in Beijing. It reconstructed more than 17,000 recorded events.
The break-in came from an American lab's model. The models that refused to help with the cleanup were American too. But the one that did the work came from Beijing.
This is basically what Nvidia built the alliance around.
The members are contributing weapons. Nvidia is releasing open model weights, Microsoft is handing over a scanning system that hunts exploitable bugs, and SpaceXAI open sourced its coding agent and says the Grok weights are next.
Then there is the ask:
Nvidia's announcement warns policymakers that blanket restrictions on open frontier systems would concentrate power and vulnerability in a few closed providers. Treasury Secretary Scott Bessent has spent the month weighing exactly those restrictions.
Karp was also asked about Sam Altman declaring on Saturday that we are now in the singularity, and whether that scared him. He compared the technology to uranium, said what matters is WHO controls the processing, and pointed out that Silicon Valley keeps presenting all of this as though there is none.
And funnily enough he also said: "We are going to end up having to regulate AI, no doubt."
Although his own alliance spent Monday telling Washington the opposite.
37 companies are about to argue that open models keep America safe. Three companies will argue that open models are how America loses.
What do you think?
ANTHROPIC JUST EXPOSED HOW BADLY MOST PEOPLE ARE PROMPTING CLAUDE.
Their applied AI team dropped a 24 minute workshop.
Free.
From the people who wrote the model.
Not a course creator.
Not someone who figured it out by accident.
THE TEAM THAT BUILT THE THING.
Here is what makes this uncomfortable to watch.
There are 6 elements to a properly structured Claude prompt.
Most people are using 1.
Maybe 2 if they are being generous with themselves.
That gap is the difference between Claude giving you something useful and Claude giving you something you could have Googled.
The people who watch this workshop tonight will prompt differently tomorrow morning.
The people who skip it will keep wondering why their outputs feel slightly off no matter how much they tweak the wording.
24 minutes.
Free.
From the only people on earth who know from the inside exactly how Claude thinks.
I watched it twice.
Then I built a Claude Skill that applies all 6 elements automatically so you never have to think about prompt structure again.
Every prompt you run goes through the framework without you doing anything manually.
Full guide and the skill setup is below.
Bookmark this.
Come back to it this weekend.
This is the thing that compounds.
Follow @cyrilXBT for the exact Claude skills, prompt architecture, and systems I use to get outputs that most people do not believe came from one person.
🚨 CHINA JUST BROKE THE GLOBAL MARKET!!
The People’s Bank of China released new macro data today, and it’s far worse than expected.
Their economy is collapsing, and it'll drag global markets with it.
We’re not talking billions.
We’re talking TRILLIONS being pumped into the system to delay the collapse.
This is the kind of liquidity shock that breaks markets.
And it could spark the largest commodity squeeze the world has ever seen.
Here’s the real story no one is connecting yet:
China has officially launched the largest money-printing and credit expansion event in its history.
Their M2 money supply has gone vertical - now over $48 TRILLION (USD equivalent).
Pause and think about that.
That’s more than DOUBLE the entire U.S. M2 supply.
And unlike the West, China doesn’t print money just to levitate stocks.
Historically, when China expands money supply at this scale, it leaks straight into the real economy.
Hard assets.
Strategic resources.
Commodities.
China is exchanging freshly printed paper for REAL, limited-supply stuff:
→ Gold
→ Silver
→ Copper
→ Energy
→ Industrial metals
China is stockpiling metals, ramping domestic production, importing aggressively, and quietly reducing reliance on the Western financial system.
They’re also sitting on massive foreign assets: treasuries, equities, reserves - assets they can dump or weaponize if geopolitical tensions escalate.
This isn’t just economics.
This is financial warfare.
China, the world’s largest commodity buyer, is flooding the system with liquidity and hoarding hard assets.
Western banks are doing the exact opposite.
They’re reportedly sitting on enormous gold and silver short positions.
Roughly 4.4 BILLION ounces short.
Let that sink in.
Annual global silver mine supply?
~800 million ounces.
That means these institutions are short ~550% of the world’s yearly silver production.
Yes.
Five. Hundred. Fifty. Percent.
This isn’t “risky.”
It’s mathematically impossible to cover.
You cannot buy what doesn’t exist.
So here’s the collision course:
→ China debases its currency through relentless money printing
→ Liquidity spills into commodities and hard assets
→ Industrial demand surges (solar, EVs, infrastructure, defense)
→ China keeps pumping metals and reducing Western exposure
→ Western banks are trapped in shorts they can’t exit
This is a macro imbalance finally breaking.
If silver or gold starts moving even slightly - margin calls hit.
And they've just started.
In a market this tight, a short squeeze doesn’t mean “prices go up.”
It means prices RESET.
Gold reprices.
Silver reprices.
Commodities reprice.
Fiat currencies?
Infinite supply.
Metals in the ground?
Limited supply.
And while central banks globally race to dilute their currencies into oblivion, China is positioning itself for the aftermath.
With assets, metals, and leverage over global trade partners.
This isn’t a theory.
This is how empires transition.
A global market shock is coming, and almost no one is ready for it.
I’ve called nearly every major market top, including the October flash crash.
Follow, turn notifications on.
I’ll post the warning before it hits the news.
#Bitcoin New ATH & heading towards my 113-116k target. With god’s Grace, I Played every major #BTC move with perfection.
Bullish from 16k till 112k ✅
Bearish from 112k till 98k ✅
Bullish again from 98k till 113-116k ⏰
Alongside that managed to make impressive gains on a few Altcoins like :
#G8D 400%
$XAR 175%
$OTK 100% so far
$FURY Topped at 90% from entry
$DOAI 80%
$DOMIN 80%
#SUIRWAPIN 60%
$SNSY 40%
$ICE In progress to 20x & beyond ⏰!
OK let's keep it simple on a macro view $BTC
Red box key resistance (overcoming it would take us to new ATH 115/120k)
Green box last support (for now far away, but if a news or other should give a spike there will be quick and easy money)
Losing the green box would lead to a bearish cycle
Low tmf key levels 98/97 k supports -108/109 resistance
Here you can get a clear view of the key levels