Monday, August 31, 2026

"Study A.I. Consciousness? The Bots Would Like a Word With You."

›
From the New York Times, August 31:  Given access to email, A.I. agents have started reaching out to the philosophers and researchers explor...

"GE Vernova stock drops. Is SpaceX coming for them too?" (GEV; SPCX; ELON)

›
From Al Root at Barron's, August 31: GE Vernova stock might be facing a new threat: Elon Musk. His rocket and AI company, SpaceX, might...

Senator Rand Paul Has Added Some Content At The Fauci Reading Room: Bill Gates, The CIA etc.

›
First up, the less interesting (for our purposes) Gates material: Bill Gates Had a Q Clearance and a Private Edito...

Torsten Slok At Apollo: "The risks are rising that long rates six months from now could be a lot lower than where they are today."

›
Credit is the largest asset class that Apollo manages , they know this stuff. From Apollo Global Management, August 29 (bolding in original)...

Fed Head Warsh At Jackson Hole: Analysts React

›
From CNBC, August 30: Jackson Hole analyst roundup: Warsh’s speech sends hike chances higher, may put Fed `at odds’ with Treasury   Deutsche...

South China Sea: "Vietnam Demands ‘Immediate Cessation’ to Construction Activities in Paracel Islands"

›
From The Diplomat, August 31: The request follows reports of extensive Chinese construction activities on Antelope Reef and a nearby islet. ...

Capital Markets: "The Dollar Consolidates Warsh-Inspired Gains"

›
From Marc Chandler at Bannockburn Global Forex: The US dollar is consolidating its pre-weekend surge spurred by the hawkish commentary that ...

Andreessen Horowitz Has Raised $1.1 Billion For "The Machine Age Fund"

›
 From Ben Horowitz et al. at a16z, August 28: We’ve raised $1.1B for a16z’s newest fund: the Machine Age Fund . It’s time to open the throt...
Sunday, August 30, 2026

"SpaceX starts in-house turbine blade manufacturing to boost gas-powered generator output for Elon's AI data centers — new manufacturing strategy cuts generator delays by 18 months"

›
"Hey gang, let's make some turbines!"  There are very few organizations that could bring together the engineering and the manu...

"Late Victorian Holocausts: El Niño Famines and the Making of the Third World"

›
From the New York Times archive, an extended excerpt from the book by Mike Davis used as the introduction to the review by Nobel Laureate (e...

"Apollo chief economist says ‘China Shock 2.0 is here’ as new wave of Chinese technology floods global markets—and it’s bad news for American companies"

›
不战而屈人之兵，善之善者也 "To subdue the enemy's troops without fighting is the highest of the high" —The most famous statement by Sun Tz...
Saturday, August 29, 2026

"Blue-Collar Jobs Are the New Flashpoint in Data-Center Fight"

›
These are very good, very high paying ($80K to $240K per year plus gold-plated pension/medical/vacation time etc. benefits) jobs and the tra...