Theologos Sosonis

[Charlie Bilello @charliebilello]

63.

As in 63 consecutive months with US inflation above the Fed's 2% target.

The Fed lost all credibility when it comes to fighting inflation.

Video: https://t.co/UgEZ2SrBSt

[Jeffrey A Tucker @jeffreytucker]

I've been puzzled as to why AI has been met with such resounding public opposition. Theory: it's not the same as other technological advances that make manual operations easier or offer a new means of deploying resources to achieve human ends. AI seems to target what it means to be human: thinking, knowing, creating, judging. The perception is that fighting AI means fighting for our dignity as a unique species.

[Theologos Sosonis @sosonis]

This is crazy. Broadcom designs AI TPUs for Google and will now finance Athropic's purchase of the same chips through private credit vehicles.
@QTRResearch, @DavidBCollum, @DowdEdward, @chrismartenson

[zerohedge @zerohedge]

Broadcom is backstopping a massive $36 billion private credit SPV with Apollo and Blackstone which will help Anthropic buy Google chips made by Broadcom, even as Google is renting compute from SpaceX while Morgan Stanley, which is arranging the deal, lends money to investors

[Ian Miller @ianmSC]

He’s dating Kim Kardashian, who has an estimated net worth of nearly $2 billion. He's worth nearly $500 million and lives in Monaco to avoid paying taxes in the UK.

Remarkable lack of self-awareness.

[The Tennis Letter @TheTennisLetter]

Zverev d. Cobolli 6-1 4-6 6-4 6-7(5) 6-1

Finally.

SASCHA WINS HIS FIRST GRAND SLAM TITLE.

He becomes the first German man to win Roland Garros since Henner Henkel in 1937.

88 years.

✅25th career title
✅35th win of 2026

Monumental moment for German tennis.

🇩🇪

[The Tennis Letter @TheTennisLetter]

Zverev with some INCREDIBLE defense against Cobolli at Roland Garros

🤯🤯🤯

[Theologos Sosonis @sosonis]

Another 70 billion?
This is an unfathomable looting of European tax payers. And nobody can stop this "groovy train".

[Martin Sonneborn @MartinSonneborn]

Weiteres Update der geupdateten Updates
Noch bevor die 90 Milliarden in der Ukraine komplett verpulvert sind, will die NATO 70 Mrd. Geld nachschießen. Da die NATO nicht über eigene Mittel verfügt, wird das also Ihres sein...

PS: Wenn die Ukraine im Schnellverfahren Voll-, Halb oder Sonstwasmitglied in der EU geworden ist, wie Merz & vonderLeyen das anstreben, wird es all diese Finanzbewegungen auch geben, nur ohne dass sie in der Zeitung stehen... ZwinkerSmiley!

[Theologos Sosonis @sosonis]

@farzyness This is corrupt corporatism. This interview marked most probably the top of this bubble. And before there's a "black Monday", government steps in (with tax payers' money) to bail them out.
https://t.co/azUlhUcMHt

[Heisenberg @Mr_Derivatives]

They really did do it… lol

[Theologos Sosonis @sosonis]

@MyLordBebo @threadreaderapp unroll please

[Edward Dowd @DowdEdward]

Wow…this is a tell people. There is no path to profitability.

They need to socialize losses.

[Arnaud Bertrand @RnaudBertrand]

There you go: the FT confirms that not only is the NSA using Anthropic's AI "for offensive cyber operations" against "nations such as China or Iran" but Anthropic is actively helping them in that effort.

As per the article, Anthropic "installed about half a dozen staff within the NSA as so-called forward-deployed engineers to guide the use of the technology and customise models for specific applications."

It confirms two things. First: the United States is the most aggressive state actor in cyberspace, by far. It offensively infiltrates other nations' networks, and is now supercharging that capability with AI. Heck that is literally one of the core mission statements of the NSA, one of the largest security agencies of the US government.

Second, that Anthropic's carefully cultivated image as the ethical, safety-first AI company that "partners with the church" is a fiction. In reality, it is the most deeply embedded AI company in the US security state. Instead of building guardrails, they're literally weaponizing their own AI inside the NSA.

Src: https://t.co/sWmXvPSUy4

[Theologos Sosonis @sosonis]

there's currently about 2 GW of BTM capacity online today. By the end of the year, it will likely be 3 GW—equivalent to three nuclear power plants. By the end of 2027, it could be as high as 13 GW—more than the power demand of NY city.

[Michael Thomas @curious_founder]

Meta is building dozens of massive tents at campuses across the US, sticking billions of dollars of chips inside, and powering them with off-grid turbines.

The AI race has officially entered its Mad Max phase.

Over the last month, I reviewed hundreds of documents and satellite images for Cleanview's latest report on behind-the-meter data centers. Meta's data center strategy, which is very visible from space, was one of the weirder approaches I came across.

Mark Zuckerberg recently ditched the data center designs that Meta had perfected over the last decade and told his team to stick tens of thousands of chips in tents outside their data center in New Albany, Ohio. Each of these chips costs about $60,000. Zuckerberg plans to stick billions of dollars worth of them in the tents.

The strategy has helped cut the time to build compute in half. The first five buildings at Meta’s New Albany, Ohio data center took between two and three years to build. Meta started building five ~125,000 square foot tents between April and June of 2026, according to city permits. Satellite images show the structures have all been built.

To power those "rapid deployment structures", as they are officially named, Meta signed a 10-year deal with Williams to build a pair of 200 MW off-grid power plants. Those power plants began construction about a year ago and are nearly complete.

Meta is using the same strategy to build a data center in Tennessee, bringing the total count of tent data centers to three.

Strategies like this are part of the reason behind-the-meter data center capacity is growing so quickly.

In Cleanview's report, I found that there's currently about 2 GW of BTM capacity online today. By the end of the year, it will likely be 3 GW—equivalent to three nuclear power plants. By the end of 2027, it could be as high as 13 GW—more than the power demand of NYC.

I've been talking to a lot of reporters about this research. When I told one reporter about these tents and other companies powering their data centers with jet engines, he said, "It's like a scene out of the movie Mad Max."

[Dave Collum @DavidBCollum]

This is the most sober and sobering analysis of AI investing that I have seen. The cannibalizing the passive flows in idices has been buzzing in my head for weeks now...

https://t.co/DNHnWSUUsr

[Om Patel @om_patel5]

THIS GUY LIVES UNDER SFO'S TAKEOFF PATH SO HE BUILT A CEILING PROJECTOR THAT TRACKS EVERY PLANE FLYING OVER HIS HOUSE IN REAL TIME

he uses a cheap $30 radio receiver to pick up the signals that planes broadcast while flying.

then projects them onto his ceiling in real time

when a jet flies over his house you hear it outside and at the exact same moment a plane glides across his ceiling labeled with the airline, aircraft type, and destination

pure black background so the projector's rectangle disappears and only the aircraft are visible

but he didn't stop at planes

it also draws the real sky behind them. sun, moon, bright stars, constellations, and live satellites including the ISS. all at their true positions for his exact location and time in real time

so he's lying in bed watching the actual night sky projected onto his ceiling with real planes crossing through it as they take off from SFO

there is a huge market for every man alive that runs outside to see the helicopter

vibe coded the whole thing himself with a cheap radio, a projector, and some clever software

[Glenn Diesen @Glenn_Diesen]

Today is the opening of the St. Petersburg International Economic Forum (SPIEF), which was met with a Ukrainian drone attack. Everyone knows the Baltic States participate in these attacks, thus the line between proxy war and direct war has been crossed. This will end in disaster.

[Theologos Sosonis @sosonis]

@RyLiberty Nope, the Fox baby boomers will vote en masse in the primary and will keep him in his seat. People deserve what they get if they don't go to vote in primaries.

[Justine Moore @venturetwins]

Me using Claude Opus 4.8 to rename a file

[Theologos Sosonis @sosonis]

@LeonPalaiodimos @PanTsa77 Apple savings account (απλός καταθετικός, υπό την GS), 3.5% επιτόκιο.
Wealthfront, Betterment, interactive brokers, Robinhood, δίνουν πάνω από 3% σε καταθετικούς λογαριασμούς. Οι κανονικές τράπεζες δίνουν χαμηλά επιτόκια γενικά αλλά κάνουν προσφορές κατά καιρούς.