Schmosby

Geopolitics and Investing

[Gary Marcus @GaryMarcus]

Wild!

Just by saying this out loud Microsoft has hurt the potential IPOs of both OpenAI and Anthropic.

[First Squawk @FirstSquawk]

MICROSOFT REPORTEDLY HELD DISCUSSIONS TO LEASE CLOUD COMPUTING CAPACITY FROM ORACLE, IN A DEAL THAT COULD HAVE BEEN WORTH MORE THAN $3 BILLION, AS DEMAND FOR AI AND CLOUD INFRASTRUCTURE CONTINUES TO SURGE.

THE NEGOTIATIONS WERE ULTIMATELY ABANDONED AFTER MICROSOFT RAISED SECURITY AND COMPLIANCE CONCERNS REGARDING ORACLE'S CLOUD INFRASTRUCTURE, ACCORDING TO PEOPLE FAMILIAR WITH THE MATTER. THE SETBACK HIGHLIGHTS THE INCREASING IMPORTANCE OF SECURITY STANDARDS IN LARGE-SCALE AI AND CLOUD PARTNERSHIPS.

[╬Rickbrick75╬ @Rickbrick75]

Ukrainians to Israelis as Trump capitulates to their mutual eternal foe;

[First Squawk @FirstSquawk]

ACCORDING TO UNITED AGAINST NUCLEAR IRAN, AN NGO, AN IRANIAN SUPERTANKER CARRYING CRUDE OIL DEPARTED THE PORT OF CHABAHAR, CROSSED THE US BLOCKADE, AND WAS HEADING OUT OF THE GULF OF OMAN ON TUESDAY WITH ITS LOCATION TRACKER OPERATIONAL, THE FIRST TIME SINCE THE US BLOCKADE BEGAN IN APRIL. - WSJ

[OSINTtechnical @Osinttechnical]

The U.S. will allow Iran to immediately begin selling oil and fuel under the peace agreement - WSJ

The MoU includes an immediate sanctions waiver on Iranian oil and covers necessary services including banking, transportation and insurance needed to facilitate the sales.

[Schmosby @te67198_ted]

@calvinfroedge All oil moves from very very high prices usually collapse totally once it starts rolling

[Jay in Kyiv @JayinKyiv]

The brief but massive influx of oil cash into Putin's war machine is finally coming to an end, as Middle East hostilities calm, price on Urals grade oil has collapsed, already near pre-war level.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices drop below $79/barrel and hit the lowest level since March 10th.

[Maria Drutska 🇺🇦 @maria_drutska]

Another sign of Putin's loss of influence: Lukashenko apologized to Zelenskyy for comments threatening Ukraine.

Luka admitted Belarus is highly vulnerable and Belarusians don't want war, and said he poses no military threat to Ukraine.

Luka sees which way the wind is blowing.

[Gergely Orosz @GergelyOrosz]

So apparently after Meta leadership:

- Force reassigned some of the best devs on teams to AI data labelling fulltime

- Laid off another 10%

- Started to record every dev’s screen in the US 24/7

They now realized that it has, indeed started to destroy their eng culture. And are now trying to walk back.

All of the above was unprompted, not forced by anything external or even business reasons (Meta recorded record revenue, record profits)

The biggest self-inflicted eng culture destruction I’ve seen in a matter of weeks

[NZ ☄️ @CodeByNZ]

Anthropic: “If we’re going down, everybody’s coming with us.”

[Anton Gerashchenko @Gerashchenko_en]

"How do you even keep your mental health together?"

"I don't. I lost it a long time ago. Ever since three of my closest friends and my boyfriend were killed. I was the one who recovered his body from the evacuation point."

Ukrainian Defender "Kit" ("Cat") from the Magura Brigade joined the military at the age of 24. Over four years of service, she has fought in some of the war's hottest sectors, including the defense of Donetsk region, the counteroffensive in Zaporizhzhia region, and the Kursk operation.

Kit's boyfriend died defending Ukraine in Donetsk region while carrying out a combat mission.

"One evening, he brought me the wounded and the fallen from the positions, and the very next evening, he was the one being recovered..."

Today, Kit is defending the Sumy region.

📹: Hromadske Radio

[First Squawk @FirstSquawk]

Volkswagen to cut 19,000 jobs by year-end, CEO says

Volkswagen plans to reduce its workforce by 19,000 employees by the end of the year, according to the company’s CEO, as the automaker continues efforts to improve efficiency and lower costs amid industry challenges.

[Amir Efrati @amir]

new: Meta is doing a 180, trying to be vanguard of token-minimizing.

2 months ago Meta epitomized tokenmaxxing, on track to spend billions a year on claude etc.

[Engblom @Engbl0m]

Börsen har dubblats sedan jag började investera

Ni som säger ”det är gambling etc”
Hållkäften och ta ett extra jobb då.

Jag knegade 200h+ lager varje månad i över ett år och stoppade undan 20k i månaden och jag bodde INTE hemma.

Skärp er & bit ihop.

[First Squawk @FirstSquawk]

IRAN CONFIRMS US IRAN DEAL

#BREAKING

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

British police have arrested a 19 year old Norwegian assassin who was recruited by Iran to carry out a murder of key figures in the UK he was found with two guns and a large amount of ammunition in a hotel in Huddersfield after travelling from Sweden.

Insane story…

[david D. @secretsqrl123]

you may want to book mark this. the stupid has hit a new high.

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

SPACEX VALUATION: $1.75T
WALMART VALUATION: $1.05T

SPACEX REVENUE: $18.7B
WALMART REVENUE: $681B

But it is not a bubble, right?

[zerohedge @zerohedge]

and there it is:

ORACLE SAYS IN FY 2027 IT EXPECTS TO RAISE APPROXIMATELY $40BN THROUGH A COMBINATION OF DEBT AND EQUITY FINANCING