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One hundred minutes doesn’t seem like a lot of time for the two largest economies - both of who are trying to rewire the economic order – to spend together hashing out a deal.

Sam Altman, Mel Brooks and Comic Timing The number that stuck in my head the other week while chewing on massive OpenAI mega-deal with AMD - or any of the other OpenAI + Insert Tech Giant Here deal – was an almost quaint $13 billion. Not the $78bn in AMD’s MI450 chips, or the warrants on 160 million AMD shares that OpenAI is getting in return (roughly 10% of the company). It isn’t even the 40% pop in share price for the chipmaker. If all goes according to hype, AMD’s stock

… and neither is the solution. The thing that has stuck with me the most about being in Benghazi in the aftermath of the 9/11 US mission attacks was watching the euphoria of society after ousting that ball of bad hair Muammar Gaddafi atomize into a civil war as the factions all hustled to get a piece of the action. Power vacuums are like that. That feeling returned last week and I wasn’t able to quite shake in the long 72 hours after the Israeli Defense Forces (IDF) announced

One quote explains Trump's shift on Ukraine

China doesn't need to bankrupt Nvidia, only to burst the perception of unlimited growth.

What is Putin testing with his NATO gamble in Poland?

... And why it may not do them any good. It’s hard to blame bad outcomes on bad cheerleading - but the defenders of Ukraine just may have...

Don't worry about a September market slump, its the noise around the markets that will sink the ship.

The operation has the CIA's prints all over it - especially getting blown in the first hour.