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I just added a video on Instagram! Watch it here #Raving# with my #family#. Wait for it... · #chinesenewyear# #gongxifacai# #threeyears# #933deardj# #hohfamily#
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Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.
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Jensen Huang just told you you’re the slowest part of your own computer. And that he fixed it. For forty years, the entire architecture of personal computing depended on a single biological bottleneck. You had to click. You had to type. You had to translate every thought into the rigid language of the machine just to make it do anything. The computer was a passive terminal. It did nothing without explicit human permission. And buried inside that dependency was a word we never questioned. Personal. Your files. Your commands. Your keystrokes. That word meant total, uncontested human authority over a machine. Every interaction was permission-based. Every output was authored by you. That was the contract. Huang: “40 years later, Microsoft and NVIDIA are going to reinvent the PC. It took this long to completely reinvent how the PC is going to work.” He and Satya Nadella spent three years quietly dismantling that contract from the silicon up. No leaks. No breadcrumbs. Three years of silence before retiring the most important human-machine agreement in computing history. They didn’t build a faster processor. They assassinated the interface. The old PC was application-driven. You opened programs. Navigated file systems. Clicked through menus. We spent decades learning how to input. The machine finally learned how to listen. The new PC is agentic. It reasons. It anticipates. It generates. You don’t operate it. You deploy intent. And the moment that gap collapses, the biological intermediary isn’t the operator anymore. It’s the bottleneck. When a machine understands human context natively, the concept of a “user” ceases to exist. The PC was the last workspace where a human had complete control over a machine. No algorithm curating your attention. No feed ranking your reality. Just a blinking cursor and total authority. That space is being surrendered. Willingly. Enthusiastically. And marketed as progress. Because “personal” is about to mean its opposite. We spent forty years defining ourselves by how well we could operate the machine. Only to realize the machine was just waiting to operate itself.
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You train hard. You sleep okay. You eat clean. And your brain still isn’t as sharp as it was three years ago. You’ve felt it. The 2pm fog. The reread-the-same-line. The decision you’d have made in ten seconds at 25 that now takes an hour. It’s not age. It’s seven inputs you’re getting wrong by accident: sleep, glucose, attention, breath, movement, caffeine, light. I put the fix into a 30-day protocol. No supplements. No gadgets. Shoes and a notebook. I’d take a 20 percent edge on focus over another supplement any day. So I built it. That is the whole thing 👉
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Masayoshi Son has been right twice in a way that changed the world and he is making the same call again (Save this). Alibaba, $20 million in 2000 turned into $130 billion. ARM, bought for $32 billion in 2016 when the market thought it was a smartphone chip business, now the architecture underneath every major AI chip being built today. Now he is saying AI is 50 times bigger than the dot-com era and he is not concerned about corrections. He says if there is one, that is the best buying opportunity of the decade. When asked where the next trillion-dollar company comes from, he says it's in physical AI and in robotics. Masa has spent three years assembling every piece of the stack required to own this category. SoftBank holds 90% of ARM, the architecture inside every major AI chip deployed globally today, including Nvidia's Vera CPU, Amazon Graviton, Google Axion, and Microsoft Cobalt. Every robot running edge inference will almost certainly run on ARM. SoftBank completed a $40 billion investment into OpenAI in late 2025, making it the largest external backer of the company building the cognitive layer that physical robots will run on. In October 2025, SoftBank acquired ABB Robotics for $5.4 billion, one of the most mature industrial robot manufacturers in the world, deployed across thousands of factories globally. SoftBank then created Roze AI, consolidating its robotics investments with a target $100 billion IPO already in process with Goldman Sachs, JPMorgan, and Morgan Stanley as underwriters. The market is beginning to confirm the thesis. The humanoid robot market was roughly $3 billion in 2025 and Barclays projects it reaches $200 billion by 2035 at a 48% compound annual growth rate. SoftBank is the most complete expression of the physical AI thesis available in public markets today, ARM for the chip royalties, OpenAI for the cognitive layer, ABB for manufacturing, Roze AI for the robotics platform, and Stargate for the compute infrastructure underneath all of it. Son has not just identified the next wave and has built the stack to own it before the market agrees with him. Come join Milk Road Pro and get our full physical AI breakdown which names we're watching across the robotics stack and our full AI thesis. Link below
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Elon Musk: "Optimus will be the world's best surgeon within three years There will probably be more Optimus robots that are great surgeons than there are all surgeons on Earth"
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That dude who swatted GTA V voice actor Ned Luke just got sentenced to four years in prison. It started with a fake police report during Luke’s Thanksgiving 2023 GTA Online stream. The U.S. Department of Justice sent Luke an official victim notification letter confirming everything after the guy pleaded guilty. He’s also looking at three years of supervised release and a $200 special assessment. "Don't drop the soap in the shower douchebag… Won’t be swatting anyone anytime soon…" “they’re coming for the ones he ratted out as well.”
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Plans released for a $16 billion mile-long ship capable of carrying 80,000 people. The 'Freedom Ship' would be home to about 50,000 people, with space for 10,000 tourists and 20,000 crew members. "The Freedom Ship is envisioned as a permanently mobile city at sea designed for long-term residence rather than short-term travel," the company says. The ship would be about 8 times the size of the current largest ship in the world, the Royal Caribbean’s Icon of the Seas. The plans include a 15,000-seat stadium, schools, colleges, shops, clubs, a water park, a music hall, museums, parks, and more. The ship, which would run on nuclear, would be too large to dock and would remain in international waters. Freedom Cruise International says it would go around the world every two to three years. Insane.
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$0 to $12B in three years. Tokenized Treasuries aren't a proof of concept anymore. They're infrastructure. Wall Street didn't replace crypto. It joined it.
HoYoverse is reportedly planning to invest up to $14.6 billion in artificial intelligence over the next three years, one of the biggest AI investments ever announced by a gaming company. The company is building its own AI technology instead of relying mostly on third-party providers. Planned investments include: >Dedicated GPU clusters >Internal AI model training systems >AI application infrastructure >Production tools for game development and live-service operations The AI is expected to support: >NPC behavior and dialogue systems >Content generation workflows >Automation tools >Live-service management for ongoing games HoYoverse’s upcoming life-simulation game Petit Planet is expected to feature AI-powered NPC interactions.
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