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根据美国贸易代表贾米森·格里尔(Jamieson Greer)在CBC与Rosemary Barton约25分钟的专访,他给出的谈判破裂原因如下。 格里尔的核心说法:美方没有在最后时刻加码,是加方回来后提出了额外要求。 时间线 双方在8月18日(周二)深夜已达成初步协议,美方认为这是给任何国家最优惠的条件,并主动多给几天时间把协议落实成文字。勒布朗(Dominic LeBlanc)回渥太华与总理卡尼和各省省长商量后,再回来时提出了“额外看法、额外要求”,美方认为这些要求“太多、无法接受”。 美方当时给出的条件(格里尔反复强调这是“全球最优”) 汽车关税: 从25%降到15%,还有可能进一步降到7%。 铝: 从50%降到25%。 钢铁: 大部分从50%降到25%(配合关税配额)。 美方认为这些已经足够,本可以作为未来进一步合作的跳板。 格里尔逐条反驳加方说法 中重型卡车被排除 格里尔说他几周来一直明确:汽车/皮卡(Section 232)和中重型卡车是两套不同措施,经济和运作方式都不同。加方在后期想把“汽车”范围扩大到所有卡车,属于加方扩大要价,不是美方临时改条件。 限制加拿大与其他国家签贸易协定(主权问题) 格里尔否认有“美国审查或决定加拿大未来贸易协定”的条款。讨论的是双方一起保护“北美堡垒”(Fortress North America,这是加方自己用的词),即如果美方给加拿大优惠关税,加拿大也要提高对第三方(尤其是中国等)的壁垒,防止第三国货物借道加拿大进入美国。他说没有“加拿大必须……”这种强制性文字。 法语/文化保护(流媒体法语内容可见性) 格里尔称这绝不是红线。美方承认法语对魁北克和部分地区的重要性,并表示愿意灵活处理。美方更在意的是加拿大对流媒体公司征收的税(要求拿出收入的5%资助竞争对手)。加拿大媒体把它说成美方死磕的大问题,格里尔说完全不是事实。 格里尔认为真正卡住的是“执行细节”(implementation) 加方对协议如何落地有顾虑,美方愿意把语言可见性等问题先放一边、软化措辞,但加方仍不满意。随后加方发布声明暂停谈判,并继续推进报复措施。 目前格里尔表示“没有开放沟通渠道”,他和勒布朗暂时没有联系。美方认为是加拿大主动走开,并选择了更多报复。 以上是格里尔在CBC专访中的完整立场。
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A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The U.S. reportedly offered Iran a deal to halt the siege and lift sanctions in exchange for reopening the Strait of Hormuz and ending proxy attacks, according to Al Arabiya. Axios also reports that Rubio told several foreign counterparts the U.S. does not plan new strikes on Iran for now, with pressure shifting toward the naval blockade and new sanctions campaign instead. Crude Oil fell 4% and the 10-year treasury bond fell from 4.72% to 4.62%. 2. Global physical gold-backed ETFs $GLD attracted $6.4B of inflows last week, their largest weekly intake since January and the 3rd-largest weekly inflow on record. North America led with $4.4B, followed by Europe at $1.7B and Asia at $300M. This marked the 7th straight week of inflows, with global gold ETFs pulling in $16.4B over that stretch. Total AUM in global gold ETFs rose by $33B last week to $615B, the highest level since the second week of May. 3. Intuit $INTU reported Q4’26 revenue of $4.4B, beating estimates of $4.27B and up 14% YoY. Adjusted EPS came in at $4.03 versus $3.58 expected. Global Business Solutions revenue rose 14% YoY to $3.4B, the Online Ecosystem grew 17% YoY to $2.6B, Consumer revenue increased 14% YoY to $930M, and Credit Karma revenue rose 16% YoY to $743M. For FY27, Intuit guided revenue to $23.3B–$23.5B versus $23.72B expected, while adjusted EPS guidance of $22.88–$23.12 came in well below the $27.32 estimate. The company also raised its dividend 15% YoY to $1.38/share, bought back $5.5B of stock, and has $7.9B remaining on its authorization. Management said its strategy is to win as an AI-driven expert platform while staying disciplined on investments and scaling its big bets. 4. President Trump said the U.S. Navy has removed and/or detonated all mines from international waters in the Strait of Hormuz. He said Iran has been notified that any ship or boat placing new mines will be “immediately and systematically destroyed.” Trump added that Space Force is monitoring every square inch of the Strait, along with Pickaxe Mountain and the three previously destroyed nuclear sites, and said a “Zero Tolerance” policy on mine placement is now in full effect. 5. Canada is responding to U.S. tariffs with new tariffs of its own. The country is raising steel tariffs to 50% from 25%, while roughly 700 products will face new tariff rates of 15%, 25%, and 50%. The measures are set to take effect on September 8, marking another escalation in the U.S.–Canada trade dispute. 6. Anthropic is expected to tell IPO investors its total addressable market exceeds $30T, topping SpaceX’s $28.5T estimate, according to WSJ. The figure represents the potential value of work Anthropic believes AI models could eventually perform, not a direct revenue forecast. Anthropic generated $11.6B in Q2 revenue and could seek to raise as much as $100B at roughly a $2T valuation. IPO documents are expected within weeks, potentially setting up a September or early October listing. 7. OpenAI’s data-center head Chris Malone left the company last week, according to WSJ. Malone joined in March 2025 shortly after Stargate was announced and played a key role overseeing OpenAI’s massive data-center buildout. He previously led data-center strategy at Meta and earlier worked on data-center technology at Google. The departure comes just weeks after OpenAI also replaced its chief revenue officer, adding another senior leadership change as the company races to scale infrastructure, revenue, and compute capacity. 8. ClickHouse has surpassed $350M in annual recurring revenue, up 40% since May, as AI agents drive demand for database and observability infrastructure. OpenAI’s usage has reportedly grown roughly 10x over the past year to more than 30 petabytes of data per day, or around 30T events daily. OpenAI has also shifted parts of its log-management workload from Datadog to ClickHouse over the past year. ClickHouse was valued at $15B in January and says gross margins currently range from 50%–70%. Earlier this year, the company acquired Langfuse to expand deeper into monitoring AI applications and agents. Nebius $NBIS owned a 28% stake in ClickHouse as of May 2025, though that stake has likely been diluted by subsequent fundraising. 9. JPMorgan reiterated its Overweight rating on SpaceX $SPCX with a $240 price target, saying the company’s AI ambitions are coming into sharper focus and that it is increasingly positive on Grok. The firm highlighted SpaceX’s completed acquisition of Cursor on 8/14 as an important step in building enterprise AI capabilities. Cursor brings roughly $4B of ARR as of June 2026, with about 75% coming from businesses, which JPMorgan says should help streamline go-to-market and provide valuable model-training data. The firm also said Cursor data is already showing up in Grok’s supplemental training, with tangible improvements in recent model performance. 10. OpenAI says its new Broadcom-built Jalapeno AI chip outperformed Nvidia $NVDA GB300 in both throughput per watt and response latency during internal testing, according to Bloomberg. The chip is built specifically for inference, not training, and runs at roughly 700 watts. OpenAI plans to begin deploying Jalapeno for its models later this year, saying the performance gap widened on larger workloads, including Moonshot’s Kimi model, and that the chip has also performed well on unreleased OpenAI models. The key caveat is that Jalapeno was tested against GB300, not Nvidia’s newer Vera Rubin generation. OpenAI says a second-generation chip is already nearing tape-out, while work on a third generation has begun. 11. The top 10 most active options today by contracts traded were $NVDA with 1.8M contracts, $TSLA with 1.8M contracts, $AAPL with 636K contracts, $SPCX with 548K contracts, $INTC with 540K contracts, $AMZN with 498K contracts, $MU with 483K contracts, $AMD with 403K contracts, $PLTR with 361K contracts, and $SOFI with 359K contracts. 12. Raymond James raised its Nvidia $NVDA price target to $352 from $330 and reiterated a Strong Buy rating. The firm says Nvidia’s CPU opportunity is becoming more important, especially for agentic AI workloads, even though CPUs are only about 3% of sales today. Raymond James expects CPU revenue to reach roughly 5% of total revenue by CY28 and believes Nvidia could potentially become the world leader in CPU revenue within several years. The firm also argued the stock remains inexpensive, trading at less than 15x CY27 GAAP earnings, below the S&P 500 at 18.6x, despite sales and net income growth still expected to exceed 20% in CY28. Its new $352 target is based on a 22x multiple on CY28 estimates, which Raymond James views as conservative given Nvidia’s leadership, CUDA moat, GPU performance, free cash flow, and history of trading at much higher multiples. WALL STREET IS THE GREATEST SHOW ON EARTH.
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Big announcement! The first wave of WDMS Global 2026 keynote speakers is here! ❗️ These industry leaders will take the stage at Rosewood Hong Kong to share insights on Hydro-Cooled at Scale: From Design Choices to Uptime: 🎤 Mr. Gaio Doria — BD of North America Region, BITMAIN 🎤 Mr. Afreed Shamsu — Founder & CEO, Ciphertech 🎤 Ms. Arsin Saiyed — Co-Founder, Ciphertech 🎤 Mr. Patrick Lussier — VP Technology & General Manager, Projet BTU 🎤 Mr. Sergio Brasil — CEO, Renova Energia 🎤 Mr. Kristian Csepcsar — CMO, Braiins More speakers to be announced. ✨ 📅 August 27-28 | 📍Rosewood Hong Kong — meet the industry's pioneers face to face. 🎫 Get your pass: [ #Bitmain# #ANTMINER# #WDMS# #WDMS2026# #KeynoteSpeaker# #HongKong#
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[EPISODE] BTS WORLD TOUR 'ARIRANG' IN NORTH AMERICA Part 1 Sketch ( #BTS# #방탄소년단# #BTS_WORLDTOUR_ARIRANG# #BTS_WORLDTOUR_ARIRANG_NA#
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Legally migrating to North America or Western Europe can easily cost 5 to 6 figures if you're a law-abiding, productive entrepreneur. And you don't get any free stuff. Or... you can just show up on a boat or run over a land border, and get more free stuff than citizens do.
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Gunners, the North America tour is here! Which show are you comin' out to? Jul 23, Raleigh, NC Jul 26, Saratoga Springs, NY Jul 29, Tinley Park, IL Aug 1, Hershey, PA Aug 5, Toronto, ON Aug 8, Shakopee, MN Aug 12, East Rutherford, NJ Aug 16, St. Louis, MO Aug 19, Kansas City, MO Aug 22, Las Vegas, NV Aug 26, Edmonton, AB Aug 29, Vancouver, BC Sep 2, San Diego, CA Sep 5, Pasadena, CA Sep 9, Arlington, TX Sep 12, Ridgedale, MO Sep 16, San Antonio, TX Sep 19, Atlanta, GA
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Q2 Shareholder Update → Highlights – Cybercab began production at Gigafactory Texas – Tesla Semi remains on track for volume production this year at our new factory in Nevada – Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase) – Megafactory Texas is nearing completion (start of production planned for this year) – More customers are now opting to subscribe to FSD at the time of vehicle purchase! – Robotaxi rollout continued in the US. Now live in 7 major metros – Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation. We’ve never been more optimistic about the future. Automotive – Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania – We launched the Model YL in the US in July and have seen a positive response from customers Energy generation and storage – Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production – On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas – Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit Robotics – Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon – The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development – Additionally, we continued site development at Gigafactory Texas with building construction now in full swing AI Training Compute – More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026 – Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year Battery – Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products – Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y Other Supporting Infrastructure – Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year AI Software – Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness AI Inference Compute – Making progress on construction & equipment procurement for our semiconductor fab in Austin Automotive and Other Software – Rolled out Summer Release: Self-Driving stats are now available in the mobile app Grok can make phone calls, search & play music, and adjust climate controls, among other things Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule Robotaxi – Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet – Began offering employee rides in Cybercabs on our GFTX campus in July – Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training – Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July FSD Supervised – Record net new subscriptions in Q2 – Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions – Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July
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The world’s game. One unforgettable summer. We’re proud to be the Official Crypto Exchange Supporter of the @FIFAWorldCup 2026™ in North America & Europe. Thanks for coming along for the ride. ⚽️
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Driving My Tesla from the Arctic Ocean to Tierra de Fuego in the Dead of Winter… I am proud to announce that on July 16th, I became the first SOLO person in history to drive the FULL length of the Americas with an Electric Vehicle! Total Duration: 747 Days Countries: 15 Longest Wait Time to Charge: 3 days (Peru) Fastest Charge: 35 Minutes (Chile) Distance driven - 46,961km (29,350mi) Windshield broken: 0 Flat tires: 0 (OMG) - No Spare Ran out of Range: 1 (Chile - Atacama Desert) Total energy consumed: 8,444 kWh Ave Energy Consumption: 179.8 Wh/km (286Wh/mi) Bribes Paid: 1 - $100 USD Robbed: 0 Fines: 0 Breakdowns: 0 Dogs Adopted Me: 100+ Funny Police Searches : 2 The Pan-American Highway is the world’s longest highway, almost spanning the full length of North and South America. Before today, no one had yet driven from the tippy top of North America (Tuktoyaktuk) into the Darien Gap to the southern tip in South America (Ushuaia) in an electric vehicle solo - unsupported. My Model X, Beluga, was converted into the ultimate stealth overlanding rig, with a full kitchen, running water, Starlink and 300 watts of solar panels on the hood, which allowed us to roam across some of the best most remote places on Earth with confidence. The real challenges here…border crossings, cartels, and corrupt cops, yet I embraced it all. Charging on the other hand, was quite a puzzle sometimes, being a foreigner and having very little information to go on. I discovered how far along the electric movement is and where the short comings lie…and I can say with confidence that Tesla Supercharging is the best and most reliable infrastructure out there… I wanted to showcase that anyone with a dream can make it happen, without needing all the answers. Thank you to all the kind strangers that helped along the way, and the countless dogs that adopted us and kept guard at night! The irony..Ushuaia currently doesn’t have any power…so this message is coming from Space, Powered by my Custom Solar Panels! @Tesla
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Elon Musk has a relatively low survival threshold and can live on the bare minimum. He once tried living on $1 a day, and for him, it was an important psychological and philosophical experiment. “My threshold for existing is pretty low. I mean, I figured I could be in some dainty apartment with my computer and be okay and not starve. In fact, when I first came to North America, and just to sort of see what it takes to live, I'd try to live on $1 a day, which I was able to do. I went more for the hot dogs. Hot dogs and oranges. But you do get really tired of hot dogs and oranges after a while. And you can also like, you know, pasta and green pepper and a big thing of sauce, and that can go pretty far too. So I was like, oh, okay, you know, if I can live for a dollar a day, then at least from a food cost standpoint, well, it's pretty easy to earn like $30 in a month, you know?”
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