So I see that my compatriot Americas remains blissfully distracted by Bread and Circuses. You’d think that after some 2,000 years the lesson would have been learned.

But hey, there’s still a cage match upcoming at the White House.

My wife amazes me. She headlined a massive yoga event last night. Brought out her unique style. The crowd of +200 went WILD.

For context.

So on the topic of Fable 5, what happens to all the in-house Chinese engineers working that essentially built the Anthropic and OpenAI models?

Logic based on the government directive would mean none of those individuals would be permitted to any further work.

This never gets old.

Have a great weekend all.

Such steak differences. Here we have China’s approach to a nationwide AI roll out and then you have OpenAI preparing for a massive IPO and all other American groups tapping capital markets left right and center.

https://www.msn.com/en-us/money/companies/china-prepares-295-billion-plan-to-fund-nationwide-ai-buildout-bloomberg-news-reports/ar-AA25bgKh?ocid=finance-verthp-feeds

For those of you interested in the whole DRAM and NAND flask industries, this article below is a fantastic overview of the play being made by China’s two primary competitors.

And here is my favorite quote from the article.

“Despite such progress, analysts generally believe the immediate threat to Korean companies remains limited.”

Cannot tell you how many times I’ve heard others make a similar statement (different industries) only to get their heads handed to them two years later.

https://www.koreatimes.co.kr/business/companies/20260606/chinese-memory-firms-edge-closer-to-challenging-koreas-chip-giants

“Remember remember the fifth of November.”

Bitcoin caps a dismal week as price wallows 50% below its all-time high https://www.cnbc.com/2026/06/05/bitcoin-dismal-week-price-below-all-time-high-crypto-investors.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard