Segments
The Reality Gap Goes Structural — Stanford mirage reasoning, Hungary fabricated election, Anthropic RSP v3 gutting, Safety Ceiling inversion and collapse, Pentagon standoff legal resolutionThe Landlord's Bet — Nvidia GTC + Groq acquisition, Musk's Terafab, SpaceX orbital data centers, Bezos satellite + manufacturing fund, ARM CPU redesign, Evans' OpenAI moat analysis, model commoditization, architecture schism (LeCun/Karpathy/Altman confession)The Coding Economy Paradox — Claude Code $2.5B + Cursor $2B + Codex $1B, Stripe 1,300 PRs/week, Notion abandoning Cursor overnight, harness revelation (source leak + Raschka), zero switching costs, agents without leashes, toxicskills 13.4% vulnerability rate, cognitive saturation, task-unbundling (Smith)The Compounding Trajectory — Where March Leads — War as infrastructure risk (Iran drone on AWS, Hormuz, oil at $112), deflationary trap (Tooze), Human Ledger updates, framework scorecard, predictions
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