1. Global liquidity is flattening
-> stonks down
2. Hyperscales are slowing capex
-> stonks down
3. Iran war likely to resume after world cup
-> oil up means china/usa tighten to reduce energy use
-> tigher liquidity
-> stonks down
4. Also beautiful TA on QQQ to send it into goblin town start August/End July
5. Average korean bro is 10x leveraged his house on memory stonks
6. More hawkish fed
7. Rumors are Trump cabal sold everything
i've not yet gotten the funding required to reach all of my objectives in the time that i had hoped. my resources are dwindling. i would prefer to maintain a more research-oriented trajectory but the reality is that unless im able to attract the investments then i need to do GTM.
🦔AI companies are bulk-buying rare books, scanning them through high-speed machines that cut the spines off, and shredding the originals. A service called ISBNdb facilitates orders of up to a million books and keeps buyers anonymous. Pre-2022 books are premium because they're free of AI-generated text. A federal judge ruled the practice is fair use because eliminating the original means only one copy exists at a time. Anthropic hired the former head of Google Books partnerships to obtain "all the books in the world."
My Take
This got to me. A bookseller told 404 Media that rare books with almost no surviving copies are being fed into this pipeline. Books that survived wars, fires, and centuries of handling are being shredded so an AI can learn to write a better marketing email.
ISBNdb's website literally says "'AI company destroys two million books' is not a headline that generates sympathy," and they still built an entire business around making it happen quietly. They offer NDAs as a feature. They coach clients to call it "digital preservation."
I've covered AI companies scraping the internet, torrenting libraries, and stealing music. This is worse because it's irreversible. You can re-upload a website. You can reprint a bestseller. You can't replace the last three copies of an 18th-century botanical text once someone shreds them for training data. And the judge said it's legal. So it's going to accelerate.
"We shred rare books and offer NDAs so nobody finds out" is a legitimate business model in 2026. What a timeline.
Hedgie��