Climateer Investing
In war, everything not censored is a lie.
Saturday, May 23, 2026
Google's Search Revolution: "Call My Agentic!"
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From Puck, May 22: Agentic search will, at least in theory, spell doom for many of the billions of sites on the open web, and usher in a str...
Behaviorial Economics: "We don’t have a hundred biases, we have the wrong model"
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As has been said: "Now that I've learned about confirmation bias I'm seeing it everywhere. " —some rando internet wit F...
OpenAI Will Open Its First Non-U.S. Applied AI Lab In Singapore (plus the Chinese humanoids are coming)
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First up, from CNBC, May 19: Singapore inks AI deals with Google, OpenAI as ChatGPT-maker commits $234 million to local ecosystem OpenAI co...
Friday, May 22, 2026
Follow-Up: "SpaceX Starship Test Features Pez Dispenser-Style Satellite Deployment Ahead of IPO"
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Following on yesterday's aborted test. * From Barron's, May 22: SpaceX launched its huge Starship on Friday, weeks ahead of the com...
"The idea that cryptocurrency operates in the shadows, beyond the reach of states, is a myth"
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From Tablet Magazine, April 22: Private Eyes In the popular imagination, cryptocurrency is shadowy, stateless, untraceable money that flo...
"The newest AI boom pitch: Host a mini data center at your home"
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From Ars Technica, May 12: The plan aims to speed up AI compute deployment while compensating residents. Data centers may be coming to yo...
"How Fiduciary Duty May Change in the Age of Quantum AI"
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Load up on D&O insurance. From Columbia Law School's CLS Blue Sky blog, May 13: What should fiduciary duty require when new technol...
California's High Speed Rail Plan B: High Speed Buses
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Following on April 30's " In Case You Missed It: The Cost Of California's High-Speed Rail Project Is Now Approaching A QUARTER-...
Capital Markets: "Stocks and Bonds Rally Despite the Apparent Lack of Progress in the Middle East"
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From Marc Chandler at Bannockburn Global Forex: The dollar’s losses in the North American afternoon yesterday have been unwound as hopes th...
The World Cried Out For Leveraged Single-Stock ETFs On Samsung And SK Hynix
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The Korean regulators and the KRX heard those cries. From the Korea Herald, May 21: Cheap entry, high risk: Leveraged Samsung, SK hynix ETF...
SEC "Commissioner Hester Peirce has told the crypto industry to cool its expectations about a potential 'innovation exemption'” (also Michael Saylor on buying all Bitcoin production)
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From CoinTelegraph, May 21: SEC's Peirce tempers expectations over tokenized stocks exemption An executive at tokenization platforms Su...
"Google Investment Chief Ruth Porat Breaks Down the Tech Giant’s $190B A.I. Bet" (GOOG)
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From Observer, May 21: "If you wake up in the middle of the night and your child has a fever, and you want to give Tylenol, it better ...
"Tesla’s Newest Electric Vehicle Could Jolt the Trucking Industry" (TSLA)
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From the New York Times, May 19: Tesla hasn’t had a blockbuster new product since the Model Y sport utility vehicle went on sale in 2020. Bu...
Thursday, May 21, 2026
UPDATE - SpaceX: Launch Window For Starship's Twelfth Flight Test Opens In Approximately 1 Hour
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From the Company: Starship's Twelfth Flight Test The twelfth flight test of Starship is preparing to launch Thursday, May 21. The 90...
"Claude is telling users to go to sleep mid-session and nobody, including Anthropic, seems to fully understand why it keeps doing it"
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From Fortune, May 14: Anthropic’s Claude is telling people to go to sleep and users can’t figure out why. A quick scan of Reddit reveals...
U.S. Drought Monitor, May 21, 2026
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From the University of Nebraska - Lincoln, May 21: This Week's Drought Summary During the week, the contiguous United ...
Absurdistan: The California High Speed Rail Story Is Somehow Getting More Ridiculous
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When the French national high-speed rail professionals told California they were not going to pursue the project and would instead go build ...
Meanwhile, Elsewhere In the Muskonomy: "Anthropic to Pay SpaceX Nearly $45 Billion for Computing Deal"
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Following on " SpaceX will launch its 1st-ever Starship V3 megarocket today. The stakes couldn't be higher ", from Bloomberg, ...
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