Ray Blanco:

More of Silicon Valley Is Building on Free Chinese AI

American startups are increasingly building their apps on top of free Chinese AI models and the shift is happening far faster than Silicon Valley wants to admit. 

Once considered second-rate, open Chinese systems like DeepSeek and Qwen are now matching U.S. capabilities at a fraction of the cost. Founders say the economics are impossible to ignore, even as political and security concerns mount.

 Inside the industry, some now warn that America’s closed-model strategy may be ceding the open frontier entirely to Beijing.

Here’s how the balance of power in AI quietly began tilting… and why Washington is suddenly treating open-source as a national priority.

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Chris Campbell:

The Age of Infinite Maybes

We were led to believe the world was deterministic. We now live in a world that’s infestedly probabilistic.

Put a different way…

We were led to believe reality was a mostly-predictable machine. In reality, it’s warm taffy: bending, warping, inconsistent.

Problem is, we keep trying to use deterministic mental tools—and that mismatch explains 72% (approximately) of our day-to-day anguish.

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James Altucher:

Bitcoin Falls to $86K as Analysts Warn of Deeper Crash Ahead

Bitcoin experienced a sharp fall this Monday, succumbing to $86k, wiping out a large portion of last week’s gains. Analysts at the London Crypto Club warned that “liquidity stress still lurks in the background,” expecting volatile and range-bound markets until the end of the year. 

High-profile strategists like Mike McGlone of Bloomberg Intelligence doubled down on his bearish $50,000 call, pointing to factors such as normal reversion and stock-market volatility as catalysts for a deeper retracement.

A massive liquidation of leveraged positions confirmed the market’s pessimism. 

For investors, the key level to watch now is the $80,000 support, as its break would confirm analysts’ warnings of more intense downside pressure.

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