Rickawsb

The current situation in Iran is likely just the beginning of chaos for the world, and not even the end of the beginning.
As for the recent correction in the US stock market, it is very likely already the end, or at least the start of the end.

Tianhe, Jeppesen, Flex—their performance over the past year-plus has surged significantly. Certainly, AI's major cycle has provided tailwinds, but Trump's tariffs have also played a substantial role. Without these tariffs, I don't need to tell you where AI-related EMS contract manufacturing would be now—you can probably guess.

Qatar's Ras Laffan natural gas facility, which supplies approximately 20% of global LNG, was attacked. US LNG companies must be thrilled.
The pricing logic for natural gas is shifting. The US controls marginal supply—once Qatar faces problems, the market naturally turns to the US.
US and Greek LNG shipowners capture pricing power and liquidity premiums, while importers like Europe, Japan, and China bear the cost increases.
This isn't about energy shortage—it's about pricing power shifting.
And the impact won't stop at energy itself; it will continue transmitting: LNG → electricity prices → com

In the report of the 18th National Congress, economic development was emphasized four times, while in the 19th it appeared once.
Conversely, the focus on people-centered development appeared once in the 18th report and four times in the 19th.
Can I interpret this as a shift from focusing on making money to focusing on people? 😂

I think Trump will still be tacoing with Iran this time.
But there's a problem: all the targets of taco have been beheaded.
So who should he taco with? 🤣

Trump and the mouthpiece of Silicon Valley, one of the financiers, Chamath, tweeted yesterday: Trump’s actions in Venezuela and Iran are aimed at preventing China from attacking Taiwan.
Elon Musk replied: The stage is already set.
The US is no longer pretending; will the East accept the challenge?
Occasionally, you’ll see “experts” on Twitter saying China can take Taiwan when the US is distracted.
Don’t just talk; there’s a market on Polymarket with a 1-to-10 payout. Place your bets directly and make big profits.

If a person's company in the future can leverage AI to become a $10 billion unicorn and create value equivalent to what 1,000 or 10,000 people could generate, then a future individual social movement might also use AI to produce social impact that previously required 1,000 or 10,000 people.
And open-source models can help users build weapons...
From this perspective, is China's biggest rebel arms dealer Liang Wenfeng?🤣

Today's Hot Take
The reason Hamei Lingerie was decapitated,
is because it failed to thoroughly implement our party's extremely far-sighted established policy directive of "going to the masses"🤣

The US strikes Iran, but the pain is felt in another country's heart.
The military operation in the Strait of Hormuz is for the long-term control of another strait.
It aims to weaken Iran and Venezuela, targeting that country's wartime oil supply and the de-dollarization of major commodities/trade hubs.

Looking at geopolitics now, it increasingly feels like watching the Super Bowl or the NBA.
Of course, it's happy when your favored party is in the lead, but in the AI era, the significance of geopolitics is roughly equivalent to a major sports event.
The foolish carbon-based countries are still fighting over tiny gains.
The genius silicon-based nations are already accelerating towards Dyson spheres.
In the upcoming multi-round supersonic technology economic tsunami, whether it's our party or your party,
it's highly likely that neither will survive beyond the first three rounds.

The essence of the AI era is "everyone managing a genius team."
Everyone's ChatGPT, Claude, is like a team of PhDs or even Nobel Prize-level experts.
Anyone can become the leader of NASA, Bell Labs, a major award-winning quantitative fund, or the Institute of Physics at the Chinese Academy of Sciences.
This has rarely happened in human history. It is a huge opportunity for individuals, but also a significant challenge to personal ability.

Based on a certain party's strict vigilance and defensive stance towards a cake shaped like a tank in a live streamer’s video
This time, Liu Meixian's father's life is so remarkable
To prevent some foreign forces from exploiting the issue
Producing Gu Liu to compare and influence stability and unity
Maybe it's better to reduce Gu Ailing's exposure
If necessary, should we simply boycott the Winter Olympics?😂🤣

Google today released Gemini 3.1 Pro. Just saw the test scores and feel this is aimed at dominating the leaderboard (model arms race continues, benefiting the semiconductor industry!)😂
The official positioning is very clear: designed specifically for complex tasks such as in-depth research, engineering challenges, long-chain reasoning, and agentic workflows.
Key highlights: 1M token context window (unchanged)
Multimodal support (text + images + video + audio + code)
Output up to 64k tokens
Performance comparison with current mainstream models (Claude Opus 4.6, GPT-5.2/5.3, etc.):
ARC-AGI-2 (t

The model is the application, and computing power is the model.
As AI approaches recursive self-iteration, the leading advantage may self-enhance, making it impossible for later entrants to catch up.
This is why the four major tech companies' capex this year is 600 billion.
This is why OpenAI's new round of funding is 100 billion.

OpenAI's acquisition of OpenClaw, to some extent, is a struggle for the agent scheduling layer, or in other words, the agent operating system (OS).
Models determine intelligence, OS determines existence.
Models can be replaced, but OS is very difficult to replace. This is a structural trend that has just been recognized by the mainstream.
Essentially, models are stateless. Each call is a new inference. Agent OS, on the other hand, is stateful. It stores memory, skills, identity, and execution history. These states accumulate over time, forming a true moat. Once the memories and workflows

Projects developed for agents will experience explosive growth, and the proportion of projects developed solely for humans will become increasingly lower. The cryptocurrency industry should (and inevitably will) seize this wave of opportunity.