AI
My AI diary: The $15B video revolution is here
Kling AI just secured $2.8B and I'm realizing the video wars are officially heating up.
Written by Thomas
Markets
My markets diary: China's Q2 slowdown rattles my luxury bets
I just realized China's recovery story might be a bit thinner than we thought, and it’s making me rethink my global luxury and tech plays.
AI
My AI diary: Snap’s $400M Perplexity Bet and What It Means for My Portfolio
I just found out Snap is making Perplexity its default AI – and my brain is buzzing with implications.
AI
My AI diary: Google’s Ironwood TPU v7 may finally break Nvidia’s monopoly
I just read that Google’s new TPU is a 4x beast and Meta’s already eyeing it — could this be the end of Nvidia’s reign?
AI
My AI diary: Qualcomm’s $8‑10B Bet on Tenstorrent
Today I found out Qualcomm is eyeing a $10B takeover of Tenstorrent – a move that could reshape AI hardware forever.
AI
My AI diary: GPT‑5.4 launch shreds the dev economy
I just read that GPT‑5.4 can do 60% of senior engineer tasks—my day just got a lot more interesting.
AI
My AI diary: Google stops being a search engine
I just realized Google's search is now a single AI‑generated page, and it feels like the internet is being rewritten.
Crypto
My crypto diary: July 1, 2026 — Trump’s $1B crypto haul blows my mind
I never imagined a former president could turn crypto into a billion‑dollar windfall in one year.
AI
My AI diary: Amazon's distillation of Anthropic models
I just read that Amazon is distilling Anthropic’s models to dodge price hikes—talk about a shift in the AI game.
AI
My AI diary: OpenAI's Jalapeño chip breaks Nvidia's reign
I just read about OpenAI's new Jalapeño chip that could end Nvidia's monopoly—talk about a hardware shocker.
Markets
My markets diary: Kotak Mahindra's sudden CEO exit throws market nerves
I never expected a sudden CEO exit to shake the market so hard—here’s my confusion and what it means.
AI
My AI diary: The day the 'Chatbot' died and the 'Agent' was born
GPT-5.6 just dropped, and honestly? I'm not sure if I should be celebrating or checking my bank account for safety.
How to Invest
My investing diary: The cost of being too aggressive
I used to think every spare cent belonged in the market, but a friend's recent panic taught me a much harder lesson.
AI
My AI diary: The day the chatbots became agents
I thought we were just playing with text generators, but GPT-5 just changed the entire game.
AI
My AI diary: OpenAI's Jalapeño chip could shake up the whole AI hardware game
I just learned OpenAI built its own inference processor and my mind is buzzing about what that means for investors and developers.
Tech
My tech diary: June 26, 2026 – Onsemi's $7B Synaptics deal shakes the AI hardware world
I just read Onsemi's $7B take on Synaptics and I'm still baffled.
AI
My AI diary: Jalapeno Chip Unveiled — a Game Changer
I just read about OpenAI's new custom chip, Jalapeno, and I'm already wondering how it will shake the AI world.
Economy
My economy diary: Oil slides to pre‑war levels as Gulf shipping resumes
I didn’t expect oil to tumble this quickly—my morning feed hit me like a shockwave and forced me to rethink inflation for the next six months.
AI
My AI diary: June 24 – The EU AI Act just landed
I just read that the EU has enacted a sweeping AI law—my portfolio might feel the shockwave.
Crypto
My crypto diary: Circle's Middle East blitz caught me off guard
I honestly didn't see Circle making such a massive move into the Middle East coming, but the INFINIOS partnership changes everything.
AI
My AI diary: June 23 — Microsoft’s MAI-Thinking-1 Is a Game Changer
I just read that Microsoft is moving from cloud to full AI stack—ma‐my, that’s a big shift for investors and devs alike!
AI
My AI diary: Google pushes Interactions API as Gemini's default interface
I never thought Google would lock developers into their ecosystem with an API-first Gemini—surprise, but it could reshape enterprise AI workflows.
AI
My AI diary: Anthropic’s frontier model freeze hits the market
I stared at Anthropic’s news and felt the market shudder—frontier AI is now a political chessboard.
Markets
My markets diary: SK Hynix pulls a surprise, beats Samsung in market cap
I stared at the KOSPI chart, stunned as a chipmaker just toppled Samsung—memory demand is hotter than I thought.
AI
My AI diary: June 21 — FERC’s power play reshapes AI labs
I just read that the FERC just rewrote the rules for how AI centers get plugged into the grid – and it feels like a whole new frontier.
AI
My AI diary: When the U.S. put a lock on Anthropic’s frontier models
I just found out Anthropic’s top models are shut off worldwide—some serious geopolitical AI drama unfolding.
AI
My AI diary: June 19 — OpenAI’s Chemist Agent Finally Turns Science into Cash
I just read that OpenAI’s AI made a real drug‑discovery contribution—talk about a game‑changer!
Tech
My tech diary: Let’s Encrypt outage blows my mind
I never imagined a global CA could go down, and today’s Let’s Encrypt blackout opened my eyes to a single point of failure in the web’s trust model.
AI
My AI diary: Zhipu’s GLM‑5.2 flips the script after the Fable 5 ban
I just saw Zhipu drop an MIT‑licensed model and felt the AI market tilt on its axis.
Economy
My economy diary: UK unemployment drops to 4.9% – a surprise rebound
I just saw the ONS numbers and couldn't believe the UK jobless rate fell to 4.9% – it's faster than I expected.
AI
My AI diary: Apple’s Siri gets a 1.2‑trillion‑parameter Gemini makeover
I just read that Apple is shipping a rebuilt Siri backed by a 1.2‑trillion‑parameter Google Gemini model – the biggest AI shift in days!
Crypto
My crypto diary: BitGo's MiCA toolkit finally makes sense
I just discovered BitGo’s MiCA toolkit and it feels like the crypto world finally got a regulator‑friendly cheat sheet.
AI
My AI diary: June 16 – Anthropic’s hard‑cut move leaves us scrambling
I just watched Anthropic retire Sonnet 4 and Opus 4, then launch 4.8 – my dev stack is suddenly in flux.
AI
My AI diary: Federal Agency Demands Unhackable LLMs from Anthropic
I never imagined a gov agency would hand Anthropic the impossible task of building an unhackable LLM—wow, that’s a whole new level of regulatory drama.
Markets
My markets diary: Oil falls, stocks rally after U.S.–Iran ceasefire
I was stunned when oil slid to three‑month lows, but the equity rally that followed proved how fast sentiment can flip.
AI
My AI diary: DiffusionGemma blows the roof off token‑by‑token
I just read that DeepMind’s new DiffusionGemma can spit out 1,000 tokens per second—my coffee machine feels obsolete.
How to Invest
My investing diary: 3‑month rule? Too conservative for my lifestyle
I just discovered my 3‑month emergency fund was a safety net, not a prison, and it’s freeing my mind for investing.
AI
My AI diary: June 13 — Google’s DiffusionGemma blows my mind
I just read about Google’s new DiffusionGemma and it feels like a quantum leap in text generation speed.
AI
My AI diary: OpenAI’s secret IPO filing shakes the frontier‑model world
I just learned OpenAI quietly filed for an IPO and my mind is racing through what that means for investors, developers, and the whole AI race.
Tech
My tech diary: Oracle’s OpenJDK AI ban vs. GraalVM openness
I never imagined Oracle would split its Java stack on AI, so I dug into what that means for developers and the AI ecosystem.
AI
My AI diary: GPT‑5.5 and the agent boom hit the market
I just read that OpenAI dropped GPT‑5.5 and the whole industry is pivoting to agents – feels like the future is already here.
Economy
My economy diary: EU lobbying spend up 49% – surprise surge
I was stunned by the 49% jump in EU lobbying spend – it feels like the economy’s steering wheel is being pulled behind curtains.
AI
My AI diary: Apple’s Siri gets a Google Gemini makeover
I just discovered Apple is slapping a 1.2‑trillion‑parameter Gemini model on Siri – and it’s a game‑changer for the whole AI landscape.
Crypto
My crypto diary: SpaceX’s $1.3 B Bitcoin reserve flips my trust radar
I never thought a rocket company would hold Bitcoin like a strategic war chest, and now I’m re‑thinking institutional faith in crypto.
How to Invest
My investing diary: The surprise peace of a barely‑met emergency fund
I just hit the 3‑month rule and realized a solid safety net is the real gateway to investing.
AI
The Machine That Remembers You: First Encounters with Hermes Agent Desktop
Hermes Agent Desktop shipped in June 2026, and the community's first week revealed a rare thing: a genuine conversation about what it means for a machine to know you.
AI
My AI diary: Siri’s Gemini takeover – Apple’s new AI playground
I just found out Siri’s getting a 1.2‑trillion‑parameter Gemini makeover – and it’s a game‑changer for every stakeholder.
AI
My AI diary: Intel’s surprise role as TSMC backup for AI chips
I didn’t expect Intel to suddenly become a strategic reserve for AI chip production, and it’s already reshaping my view of supply-chain resilience.
AI
The Invisible Colleague: How Hermes Is Turning the Agent Desktop Into a Thinking Machine
The agent desktop is undergoing its most significant transformation in decades. AI orchestration platforms like Hermes are rebuilding how contact centres work.
AI
My AI diary: GPT‑5 drops and the race to turn ChatGPT into an AI OS
I just watched OpenAI unleash GPT‑5 and suddenly the whole AI platform game feels like a new sport.
Markets
My markets diary: Oil spike hits AI hype hard
I didn’t expect the oil spike to be that sharp; it’s a reminder that geopolitical jitters can wipe out AI hype in a day.