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Deal AI – Deals, Funding, Acquisitions & Mergers in AI

  • Jeff Bezos launches Prometheus AI with $6.2 billion in funding + Bezos + Vik Bajaj to be Co-CEOs

    November 17th, 2025

    WSJ Reference: Jeff Bezos Proejct Prometheus – New AI Startup

    Reference: Jeff Bezos launches $9.5b AI start-up called Project Prometheus

    Interesting Details on Jeff Bezos’ new AI startup Prometheus AI

    1. Project Prometheus is focused on using AI in manufacturing. Specifically, in manufacturing of computers, automobiles, and spacecraft
    2. 2 CEOs
      • Jeff Bezos – The Elon Musk loving oligarch that we all know and detest
      • Vik Bajaj – Co-founded precision health tech startup Verily, worked at Google X
    3. This is first CEO role for Jeff Bezos since leaving Amazon
      • He did found space startup Blue Origin
    4. Prometheus AI has already hired close to 100 AI hotshots as employees. Mostly from Open AI, Meta/Facebook, and Deepmind
    5. $6.2 Billion in Funding

    Lots of good coverage

    1. Bezos Launches AI Startup With $6.2B In Reported Funding
    2. Jeff Bezos takes co-CEO role at secretive AI startup Project Prometheus – GeekWire
    3. Jeff Bezos reportedly launches new AI startup with himself as CEO | Technology | The Guardian

    As you can imagine, everyone is buzzing about such a well capitalized AI startup, from such a rich person.

    Thoughts on Pormetheus AI from Jeff Bezos and Vik Bajaj

    1. It does not focus on LLMs, instead focusing on World Models
      • A good move as many experts, including Yann LeCun, feel LLMs cannot reach AGI (Artificial General Intelligence)
    2. It does not focus on software, instead focusing on hardware
      • Another good move
    3. $6.2 billion in funding is an absurd amount
      • Apart from Elon Musk, perhaps no one can fund an AI startup as well as Jeff Bezos
    4. Interesting that Prometheus AI has already hired away 100 people from OpenAI, DeepMind, Facebook AI Labs, etc
    5. Prometheus stole fire from the Gods and shared it with Humans. Seems like the opposite of what Jeff Bezos usually does
    6. Prometheus was punished by Zeus with eternal torture – An eagle/vulture constantly eating Prometheus’ intestines
      • Perhaps not the best name for a company
    7. Lots of opportunity for Prometheus AI, Amazon, and Blue Origin to set up their own Cyclical Circle Jerks of the type that Nvidia and OpenAI and AMD are indulging in
      • Can you imagine how much Amazon’s stock can be pumped up
      • Not the mention the type of valuation Prometheus AI could get
    8. Elon Musk calling Jeff Bezos a copycat. He’s not wrong
      • At the same time, Musk is the one who started this trend of pumping up your own companies using your own companies
      • So Musk has no one else to blame if Bezos uses Prometheus AI to pull ahead of Musk in the imaginary paper money contest
  • Sakana AI valued at $2.635 billion – Sakana AI is now the most valuable unlisted Japanese startup of all time + the most valuable Japanese AI startup

    November 16th, 2025

    Straight from Nikkei (Sakana AI takes crown as Japan’s most valuable unicorn – Nikkei Asia)

    1. AI company Sakana AI has completed a funding round that values it at $2.635 billion (400 billion yen)
    2. That makes it the highest value Japanese AI startup
    3. It also makes it the highest valued unlisted Japanese startup of all time
    4. Sakana AI is also the fastest Japanese company to reach a $1 billion valuation

    Everything you wanted to know about Sakana AI, but were too afraid to ask

    1. Based in Tokyo -> Sakana AI – Wikipedia
    2. Launched in July 2023 (2.5 years ago)
    3. The founders are – David Ha, Llion Jones, Ren Ito
      • Llion Jones is famous for his 2017 paper – All you need is Attention
    4. Sakana AI had 20 employees in 2024
    5. Focuses on evolution and collective intelligence of AI
    6. Valuation soared to $1 billion+ by 2025, and as of Nov 16th, 2025 it is valued at $2.635 billion (400 billion yen)
    7. It has an AI scientist project – A supposed model that will automate the entire process of scientific research
    8. It developed a method to build new AI models by breeding multiple existing models
      • Sakana AI sees it as a means to democratize AI development
      • The process does not require large computational resources

    Funding Rounds for Sakana AI

    1. Seed Round – $30 Million at an Unknown Valuation in 2023 from Lux Capital and Khosla Ventures
    2. Series A – $200 million in 2024 from Mitsubishi UFJ, SMBC, Mizuho, Itochu, Nomura, and Nvidia
    3. Series B -> Unknown Amount of Funding in Nov 2025 at $2.635 billion valuation from Mitsubishi, etc

  • Mercor AI Cap Table – Who Owns Mercor AI?

    November 14th, 2025

    Mercor AI Cap Table – Executive Summary on Nov 14th, 2025

    1. Founders – 66%. 22% each for the 3 cofounders of Mercor
      • Mercor Co Founders – Brendan Foody (CEO), Adarsh Hiremath (CTO), Surya Midha (Chairman of the Board)
      • Now, supposedly, the 3 youngest self made billionaires in the world
    2. Seed Investors – 10%
    3. Series A Investors – 12%
    4. Series B Investors – 5%
    5. Series C investors – 3.5%
    6. Employees – 3.5% Perhaps

    Interesting that employees have such a small share of Equity.

    Please Note: This is based on publicly available information and might not be accurate.

    Please Note: This cap table might change significantly as Mercor AI raises more investments and/or due to other reasons.

    Mercor AI Funding Rounds

    1. Seed Round in 2023 -> $3.6 Million raised at $36 Million valuation
      • General Catalyst led the round
      • Investors included Peter Thiel, Jack Dorsey, Adam D’Angelo
    2. Series A in September 2024 -> $32 Million raised at $250 Million Valuation
      • Benchmark led the round
    3. Series B in Jan 2025 -> $100 Million raised at $2 Billion valuation
      • Felicis Ventures led the round
      • Investors included Benchmark, General Catalyst, DTS Global, Menlo Ventures
    4. Series C on Oct 31st, 2025 -> $350 Million at $10 Billion valuation
      • Felicis Ventures led the round
      • Investors included Benchmark, General Catalyst, Robinhood Ventures

    Mercor AI History

    The 3 co-founders met in high school in debate competitions. They continued to work together even as Hiremath went to Harvard and Foody and Midha went to Georgetown.

    Mercor was launched in 2023 primarily to connected talented developers with US companies looking for coders.

    Mercor pivoted to using AI to match experts in fields such as Law, Medicine, and Engineering with AI companies looking for subject area experts to train AI models.

    This article has more details -> Youngest Billionaires: AI unicorn Mercor forges three new billionaires at 22

    As does this one -> These 22-Year-Olds Are Now The World’s Youngest Self-Made Billionaires

    2 interesting side notes

    1. All 3 come from Silicon Valley, and from families of software engineers
    2. All 3 are recipients of the Thiel Fellowship

    How did Mercor AI become a $10 billion company in just 3 years?

    Mercor AI pivoted from finding software developers for AI companies, to finding subject area experts to train LLMs for AI companies.

    When Scale AI was acquired by Meta, there was a void and Mercor AI was able to step in and fill the surge in demand for finding subject area experts.

    What happens when AI Models have trained enough to not need subject area experts?

    Well, that would certainly be interesting. The demand for Mercor AI’s services would dry up.

    Hopefully, Mercor AI is setting aside some of the funds it is raising for that eventuality. Might be 5 years away.

    What happens if the AI Bubble bursts?

    In that case, all AI companies will face a reckoning. I would suspect companies like Surge AI and Scale AI and Mercor AI would pivot into offshoring and near shorting and related areas.

    Again, if they are smart they would set aside a lot of the money they are raising for the near-certainty that the AI Bubble will burst in the next 1 to 5 years.

  • AI Marketing Startup Alembic AI raises $145 million from Accenture and WndrCo at a $645 million valuation

    November 13th, 2025

    Wall Street Journal is reporting that AI Marketing startup Alembic AI is raising $145 million at a $645 million valuation in a Series B round.

    Reference: https://www.wsj.com/articles/accenture-and-jeffrey-katzenbergs-wndrco-invest-in-ai-marketing-startup-0d128cdf

    Alembic AI Fundraising Rounds

    1. Series A in 2024 -> WndrCo led a round that valued Alembic AI at $49 million
    2. Series B in Nov 2025 – $145 million raised at $645 million valuation from Accenture, growth equity firm Prysm Capital, VC firm SLW, and Jeffrey Katzenberg’s WndrCo

    WndrCo has introduced Alembic AI to new clients, including Mars and Delta Air Lines.

    Alembic AI’s first customer was Nvidia. So interesting.

    Lots of Good Information at Silicon Angle -> Alembic Technologies raises $145M and buys an Nvidia-powered supercomputer to accelerate ‘causal AI’ – SiliconANGLE

    Updates from Alembic Employees on Linked In

    Alembic AI on Linked In and Employee posts ->

    1. https://www.linkedin.com/feed/update/urn:li:share:7394789065717551104/
    2. https://www.linkedin.com/feed/update/urn:li:share:7394766640162234368/
  • Mira Murati’s Thinking Machines Lab AI startup raising funds at $50 Billion Valuation

    November 13th, 2025

    Thinking Machines, which is less than a year old, is raising money at a $50 billion valuation.

    Thinking Machines 2nd Website -> Thinking Machines Lab | Building the Future of Collaborative AI

    The valuation might even rise to $55 to $60 Billion.

    Reference: Murati’s Thinking Machines in Funding Talks at $50 Billion Value – Bloomberg

    Who is Mira Murati?

    Mira Murati is the Ex Chief Technological Officer of OpenAI.

    She is co-founder and CEO of Thinking Machines Lab.

    What is thinking Machines Lab?

    Thinking Machines Lab is an AI startup founded by Mira Murati, Ex CTO of Open AI.

    Ms. Murati had left OpenAI in September 2024 and formally announced Thinking Machines Lab in Feb 2025. The Thinking Machines Lab website says it was founded in Feb 2025.

    Murati is CEO, Barret Zoph is CTO and John Schulman is Chief Scientist. Zoph left OpenAI in September. Schulman departed OpenAI in August for Anthropic, and then left Anthropic for Thinking Machines Lab.

    This is interesting -> One of the key gaps that Murati wants to address is the gulf between the capabilities of AI systems and humans’ ability to understand and use them.

    Why is Thinking Machines being valued at $50 billion roughly a year after launching as a company?

    Well, firstly, we do have an AI Bubble.

    Secondly, the Top 100 to Top 300 people in AI are valued very highly, and their startups are always valued very highly.

    As Thinking Machines Lab has Murati (former CTO of Open AI) and other OpenAI people, it has many of the Top 100/Top 300 AI minds. They also have (according to their website) a world-class team of 30 renowned researchers and engineers from Open AI, Google, DeepMind, Meta, and Mistral.

    Create one of the best groups of Top 100/Top 300 people in AI and you’re guaranteed to see very high valuations.

    Thinking Machines Launch & Funding Timeline

    Thinking Machines rough timeline

    1. Founded Feb 2025
    2. Formally announced Feb 2025, with Mira Murati as CEO, Barret Zoph as CTO, and John Schulman as Chief Scientist
    3. Raised $2 Billion at a $10 Billion valuation in July 2025. Interesting that even their official website says ‘reported $10 billion valuation’ and does not disclose the actual valuation
    4. Raising Unknown Amount at a $50 Billion valuation in November 2025

  • Microsoft Azure AI Super Factory – All the details you wanted to know, and some you didn’t

    November 12th, 2025

    The Wall Street Journal has a fascinating article on Microsoft’s new AI ‘Super Factory’ -> Exclusive | Inside Microsoft’s New AI ‘Super Factory’ – WSJ

    https://www.wsj.com/tech/ai/inside-microsofts-new-ai-super-factory-3144d211

    Reference: https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/

    Microsoft’s AI Super Factory

    1. The AI Super Factory is located in Atlanta
    2. It’s 1 million square feet and spans 85 acres
    3. Two story design. The 2 story design supposedly improves network efficiency and reduces latency
      • There will be a liquid cooling system to enable better packing of Nvidia GPUs
    4. Will use high speed interconnections to link with other similar factories that will be part of Microsoft’s Fairwater network
      • Microsoft will lay 120,000 miles of fiber optic cables to interlink Fairwater locations
      • There is already one Fairwater site in Wisconsin
      • Straight from Microsoft ->  Microsoft has deployed a dedicated AI WAN backbone to integrate each Fairwater site into a broader elastic system that enables dynamic allocation of diverse AI workloads and maximizes GPU utilization of the combined system.
    5. Built specifically for AI training
    6. Will house hundreds of thousands of Nvidia GPUs. This, straight from Microsoft -> Fairwater is a departure from the traditional cloud datacenter model and uses a single flat network that can integrate hundreds of thousands of the latest NVIDIA GB200 and GB300 GPUs into a massive supercomputer.

    Reference

    1. Microsoft.com (Catherine Bolgar) -> https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/
    2. Microsoft (Scott Guthrie) -> https://blogs.microsoft.com/blog/2025/11/12/infinite-scale-the-architecture-behind-the-azure-ai-superfactory/
      • Quite a good and quite a technical article. Well worth the read
  • OpenAI Cap Table – Who Owns OpenAI?

    November 11th, 2025

    Open AI Cap Table Executive Summary – 11/11/2025

    1. Microsoft – 27%
    2. OpenAI Board – 26%
    3. SoftBank + Series E Investors – 13%
    4. Series D Investors – 4%
    5. OpenAI’s Series A round (other than Microsoft) – 1% supposedly
    6. Employees – 25% supposedly
    7. YCombinator – Perhaps 7%

    Please Note: This is based on publicly available information and might be inaccurate.

    Please Note: This is subject to change based on further fund raising by OpenAI and on sales by current investors and current employees.

    Open AI Investments & Funding Rounds

    1. Seed in 2016 -> $120K from YCombinator in 2016. Unconfirmed whether this was done (as OpenAI got a $1 billion grant in 2015). Unconfirmed whether or not YCombinator got 7% Equity in OpenAI
    2. Series A on July 22nd, 2019 -> $1 Billion at Unknown Valuation from Microsoft and Matthew Brown Companies
    3. Series B on Jan 23rd, 2023 -> $10 Billion at $27 Billion Valuation from Microsoft and others. 32.5% Equity to Microsoft
      • Please Note: As of 11/11/2025, Microsoft has 27% Equity in OpenAI and the OpenAI Non Profit Board has 26% Equity in OpenAI
    4. Series C on Apr 28th, 2023 -> $300 Million at Unknown Valuation from Multiple Investors
    5. Series D on Oct 2nd, 2024 -> $6.6 Billion raised at $157 Billion Valuation. 4% Equity for $6.6 Billion
    6. Series E in 2025 -> $40 Billion raised at $300 Billion Valuation from SoftBank and others. 13% Equity for $40 Billion
      • Softbank investment was contingent on OpenAI restructuring as a For Profit (which it has done by 11/11/2025)

    You can also check Traxcn for a different take on OpenAI’s funding rounds -> OpenAI – 2025 Funding Rounds & List of Investors – Tracxn (https://tracxn.com/d/companies/openai/__kElhSG7uVGeFk1i71Co9-nwFtmtyMVT7f-YHMn4TFBg/funding-and-investors#funding-rounds).

    Open AI Original Founding Details

    OpenAI was originally founded as a Non Profit with $1 Billion of Grant Money from Peter Thiel, Elon Musk, Reid Hoffman, Infosys and others.

    Open AI Seed Round Details

    In 2016 OpenAI participated in YCombinator. The usual funding from YCombinator is $120K for 7% Equity.

    It is not clear whether YCombinator took any equity. It is also not clear whether YCombinator invested any money in Open AI.

    Open AI Series A Details

    A master stroke by Microsoft where Microsoft invested $1 Billion in OpenAI on July 22nd, 2019 and got its foot in the door.

    Open AI Series B Details

    Microsoft invested $10 Billion at a $27 Billion valuation on Jan 23rd, 2023. This got Microsoft 32.5% equity.

    Even now, after further rounds, Microsoft still has 27% equity in OpenAI.

    Open AI Series C Details

    This was a relatively small investment of $300 Million at an Unknown Valuation on April 28th, 2023.

    As it is close after Microsoft’s $10 billion investment it would not be a surprise if the valuation was $27 or $30 Billion.

    The investors included Tiger Global, Andreesen Horowitz, Founders Fund, Flat Capital etc. It almost seems like a ‘let the big players in Silicon Valley get a small piece’ round.

    Open AI Series D Details

    This was a $6.6 Billion investment at a $157 Billion valuation on Oct 2nd, 2024.

    Investors were led by Thrive Capital and included Khosla Ventures, Microsoft, etc.

    Debt Funding between Series D and Series E in October 2024

    OpenAI took on $4 billion of conventional debt on Oct 7th, 2024 from Wells Fargo, UBS, HSBC, Goldman Sachs, etc. This was just a debt round and not VC funding.

    Open AI Series E Details

    This was SoftBank investing $40 Billion at a $300 Billion valuation on Mar 31st, 2025.

    There were also other investors including Microsoft, Coatue, and Thrive Capital.

  • Gamma AI – A Profitable AI Unicorn

    November 11th, 2025

    Today, we have a Unicorn among Unicorns -> Gamma AI

    Gamma AI is an AI Unicorn that is actually profitable. It has annual recurring revenues of over $100 Million a year. It just raised $68 Million at a $2.1 Billion valuation.

    Reference: Gamma (@GammaApp) / X

    Reference: Amy Saper on X: “Excited to share that @GammaApp has raised a $68M Series B at a $2.1B valuation, led by @sarahdingwang @a16z with participation from @uncorkcap! It’s been a privilege to have been part of the Gamma story since leading their seed round with $0 in revenue and a handful of users in” / X

    What is Gamma AI?

    Gamma.App/Gamma AI is an AI company that lets you create Business Presentations using AI. If you have 100 clients, it can generate 100 different presentations or reports – 1 for each, customized to each individual client.

    How Many Users does Gamma AI have?

    Supposedly, 70 million users.

    Interestingly, these 70 million users are not very active, as there are only 1 million ‘creations’ being done every day. Even if every user were doing just 1 creation a week, it should be 10 million creations a day.

    In fact, if we consider that you can create a massive number of AI presentations, then shouldn’t there be a lot more ‘creations’ than users?

    What is Gamma AI’s annual recurring revenue?

    $100 Million.

    That is very impressive.

    Perhaps most impressive is that Gamma AI is already profitable.

    Why a valuation of only $2.1 Billion?

    It’s a bit perplexing that in a world where profit-less AI companies are being valued at $50 billion to $500 billion, and where product-less AI startups are being valued at $10 billion, Gamma AI is only being valued at $2.1 billion.

    Would be interesting to find out why Gamma AI is not being valued at crazy valuations like other AI startups. Shouldn’t it be $100 billion valuation given it is already profitable and already has $100 Million Annual Recurring Revenues?

    Why is it being valued like a department chain when it is magic AI?

    What is the Gamma AI team like?

    One of my favorite features of the website was that they have a lot of details on their team -> Meet the team at Gamma (https://team.gamma.app/).

    The CEO looks like he works hard

    Most AI startup CEOs look like they just came back from a wellness retreat. Guess there is no stress in starting a company when you are getting valued at billions even before launching a product.

    Gamma’s CEO, on the other hand, looks like he had to work hard day and night to get to profitability. Perhaps the only AI startup CEO who doesn’t look like a scammer/used car salesman.

    Note: Most AI researchers look hardworking. I am talking about all the AI CEOs who look like they are trying to sell you a set of magical and revolutionary steak knives.

  • Open AI vs Anthropic – Path to Profits for OpenAI & Anthropic

    November 10th, 2025

    Some interesting details coming out on OpenAI & Anthropic’s Financial Projections.

    OpenAI Financial Projections + OpenAI Path to Profits

    1. OpenAI plans to break even and starting making profits in 2030
    2. OpenAI projects $74 billion in operating losses in 2028
    3. Open AI says it will reach $20 billion annual revenue run rate by Dec 2025
    4. Open AI is projecting
      • $20 billion annual revenue run rate by Dec 2025
      • $100 billion annual revenue run rate by 2028. $74 billion in losses. So expenses of $174 billion in 2028
      • $200 billion annual revenue run rate by 2030. Profitability in 2030.

    Makes me a bit suspicious when all the numbers are such nice round figures ($20 billion, $100 billion, $200 billion). Are these projections or just wishful thinking?

    Reference: https://the-decoder.com/openai-faces-questions-over-calls-for-government-support/#openai-ceo-sam-altman-expects-to-hit-%2420-billion-in-annual-revenue-by-year-end

    Anthropic Financial Projections + Anthropic Path to Profits

    1. Anthropic is seeing $7 billion a year in revenues as of 2025, projecting from Nov 2025 revenue rate
      • It expects that to grow to $9 billion annual revenue run rate by Dec 2025
    2. Anthropic expects total annual revenues to be
      • $4.7 billion in 2025
      • $15.2 billion in 2026. With an outside chance of hitting $26 billion
      • $38.9 billion in 2027. Anthropic is projecting Cash Flow Positive in 2027
      • $70 billion in 2028. Anthropic is projecting Profitability in 2028
    3. Anthropic is saying that Claude API is doing so well that it might become profitable by 2028
    4. Anthropic expects to be Cash Flow positive by 2027
    5. Anthropic sees its revenue growing to $70 billion in 2028
    6. Anthropic also sees 2008 as the year it breaks even and starts making profits
    7. Anthropic thinks Claude API business will be double of OpenAI’s API business by 2028

    Reference: https://www.wsj.com/tech/ai/openai-anthropic-profitability-e9f5bcd6

    Reference: https://the-decoder.com/anthropic-is-betting-on-an-audacious-leap-from-4-7-billion-to-70-billion-in-revenue-by-2028/

    OpenAI vs Anthropic – Why is Anthropic projecting it will reach profits in 2028 itself? 2 years before OpenAI

    Reference: https://www.theinformation.com/articles/anthropic-projects-cost-advantage-openai

    Reference: https://sherwood.news/tech/anthropics-move-to-diversify-from-nvidia-chips-may-give-it-an-edge-against/

    These are three of the reasons postulated

    1. Anthropic’s decision to not go All Nvidia like Open AI
      • Anthropic uses Google and Amazon chips, in addition to Nvidia chips
    2. Anthropic has fewer free users. Whereas OpenAI has 800 million weekly users on ChatGPT and most of them are non paying users
    3. Anthropic is generating 80% of its revenue from paid API access to Claude API
  • An AI Gathering of Black Swans

    November 8th, 2025

    We now face 5 AI and non AI Black Swans

    1. The AI Bubble reaching absolutely majestic proportions
      • OpenAI with $20 billion annual revenues, has made commitments of $1.4 Trillion over the next 8 years
      • Behind the scenes it is lobbying the US Government to backstop AI companies and AI infrastructure
      • There are, supposedly, 498 AI Unicorn Startups
      • There are, supposedly, a further 1,000 AI Startups valued at $100 million or more
      • OpenAI is being valued at $500 Billion
      • Anthropic is being valued at $350 Billion
      • Companies with NO PRODUCT are being valued in the billions of dollars
    2. The US Stock Market being pumped to truly horrific levels of exuberance
      • Does anyone really think an entire stock market propped by 7 to 10 large technology companies is sustainanble?
      • What if nearly all those 7 to 10 large technology companies are pumped up by the AI Bubble
      • Nearly the entire ‘Bubble’ in the US Stock Market is due to the AI Bubble
    3. UBS in mortal danger and threatening to take down a large number of critically important banks worldwide
      • Archegos bags went to Debit Suisse. Debit Suisse imploded and Archegos bags went to UBS. Now UBS is going to implode and pity on the bank that has to inherit Archegos bags from UBS
    4. Wars getting worse, not better
      • War in Ukraine, between Russia and Ukraine, continuing beyond anyone’s predicted dates
      • US doing all sorts of shenanigans in Venezuela
        • Yeah, it definitely has nothing to do with Oil
      • US is showing weakness and that is encouraging everyone and their mother to start conflicts. No more Team America World Police
    5. Trade Wars threatening to disrupt a world that had become more intertwined than ever
      • Can the economies of various countries actually survive a prolonged trade war? Of course not
      • The US of all countries starting a trade war is absurd. It is interconnected with every other country. The US Dollar is the world reserve currency
        • Starting a trade war and risking your status as the world’s reserve currency is Dumb & Dumber levels of stupidity

    That’s FIVE Black Swans. The first two of which are completely AI powered. Who says AI has no practical real world applications.

    Any one of these 5 Black Swans can take down the US economy and/or the Global Economy

    All 5 happening in the world at the same time is Final Destination level bad luck.

    To complicate matters, we also have some mini Black Swans on the Horizon

    5 Mini Black Swans

    1. Crypto getting pumped again. Worse – The possibility that the US President wants to kneecap all the Systemically Important Global Banks and the Petrodollar. Then shift to a Crypto US Dollar. That Crypto US Dollar would be backed by the might of the US Armed Forces
    2. Civil War in the US
      • Quite literally
      • If the internal conflicts in the US get worse, it would become a MASSIVE Black Swan
    3. China potentially taking Taiwan
      • The more there is Civil War in the US
      • The more the chance of a big crash in the US stock market
      • The more the time is ripe for China to swoop in and take Taiwan
        • A US that is divided internally. A US that is on the verge of a significant market crash. That is a US very ill equipped to protect Taiwan and to protect US interests in Taiwan
    4. BRICS becoming stronger and stronger
      • US with the Tariffs is incentivizing every non-US country to move away from the US dollar as the world’s reserve currency
      • This sets things up beautifully for BRICS to step in with a new world reserve currency
      • It is worth mentioning that, contrary to US propaganda, most BRICS countries are far less internally divided than the US
        • China and India in particular are surprisingly strong with very high approval ratings for their respective leaders
    5. The US and American companies putting massive amounts of investment into AI infrastructure
      • Everyone claiming – Even if AI is a Bubble that investment will pay off in some other way
      • Should consider – What if there is no other use for Nvidia AI chips?
      • They should also consider – What if the actual Next Big Technology requires some other type of investment?
        • And the big American companies don’t have enough money left, after their AI investments, to compete in that Actual Next Big Technology War
    6. OpenAI and Sam Altman
      • This dude single-handedly is causing so much reputational damage to the AI industry and to America’s status in AI

    We are living in truly interesting times.

    With 5 massive Black Swans converging, and another 6 Mini Black Swans hovering near the horizon, we are going to see some truly magnificent fireworks.

    The Decline and Fall of the American Empire might be close. The next 30 to 70 years are going to be a brutal and beautiful lesson in the Rise and Fall of Global Empires.

    Will the No Longer United States of America conjure a magic spell to strengthen its empire and extend its reign as Sole Superpower of the World for another 100 to 400 years?

    Or will another country or a union of countries become the new World Sole Super Power?

    Or will we go into a Hundred Years War where various groups such as The Great White Empire of America and Russia, China, India, The Middle Kingdoms, The Oil Sultanates, and the European Union all fight for supremacy?

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