Jerry Cee @changjer

The funniest part about this is that the Vatican is one of only 14 countries globally to have no diplomatic relations with China. Also pretty telling that Pope Leo merely saying he wishes AI would serve the common good sounds like "Chinese communism" to Thiel, which says a lot about him (and also about China, but in a good way).

Clash Report @clashreport

13 hours ago

Peter Thiel accused Pope Leo XIV of "working for the Chinese Communists," arguing that the pope's call for stronger international AI regulation would mainly slow U.S. AI development while China continued advancing. Speaking at the Aspen Ideas Festival, Thiel said the Vatican's

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I'm hearing discussions between people who should know this detail - but don't appear to. There are multiple reasons why Kevin Guskiewicz is still around: (1) MSU leaders are trying to keep him, and (2) 🔽

David Harns @DavidHarns

6 days ago

For those wondering when Kevin Guskiewicz might officially leave MSU: his contract allows him to voluntarily terminate his employment upon six months' notice. The Board of Trustees can accelerate that date, but unless it does, he could remain president for several more months.

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Palantir getting kicked out of Italy too, after Spain, Germany, UK, Switzerland, the Netherlands, Denmark & France. Powerful tidal forces are pulling Europe away from the US tech stack, and that is fantastic news for investors.

Clash Report @clashreport

a day ago

Italy Quietly Distances Itself From Palantir, Halts Expansion of Government Contracts ▪️A biometric anti-terror proposal for police rejected ▪️Minor open-source Defense contract remains active ▪️EU skepticism grows over data sovereignty clashreport.com/world/articles…

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Alibaba will ban the use of Claude Code in office environments from July 10 due to security risks involving the implantation of #backdoors in the LLM developed by US' Anthropic, according to insiders. The Chinese tech giant recommends employees use its agentic coding platform Qoder as an alternative. @AlibabaGroup @claudeai @AnthropicAI @qoder_ai_ide

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It's really rather ironical that it's now US tech companies actively building the Great Firewall.

Whale Insider @WhaleInsider

18 hours ago

JUST IN: Anthropic moves to close loopholes that allow Chinese access to Claude - FT​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​.

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Drake and SGA pulled up to Portugal vs. Croatia's World Cup game in Toronto 🦉⚡️

Team 🇨🇦 got some good humbling from 🇦🇺. It ended 86:100, but the Aussies already led by 30 and were in complete control throughout. Beautiful team basketball from 🇦🇺 vs. 1-on-1 from 🇨🇦 all game. That's how you win!

Time flies 🥺

Ronaldo is absolutely LOVING the crowd outside Portugal's hotel in Toronto (via IG/rubendias, saraaxc_)

Day three for me at the FIBA U17 World Cup. Phenomenal setup in Istanbul. Australia dismantled Canada on both ends in the first of four quarterfinals. Really rough look for the Canadians. Luke Paul every bit as good as advertised, with a great supporting cast around him.

Every single Portuguese person in the city on St Clair right now

Portugal manager Roberto Martinez spoke very highly of Toronto, saying “it’s a shame” that there are no more games being played in the city. 🇨🇦 #FIFAWorldCup

After reflection, this new narrative by Palantir is probably much more consequential than people may assume. Palantir is basically being the canary in the coal mine announcing the death of two major assumptions propping up the US economy right now: 1) that AI labs will be able to extract significant economic rent - as opposed to AI models being mere commodities 2) that other countries can accept structural dependency on US technology and services without pushing back on sovereignty concerns Why are Palantir specifically starting to be vocal about this? First off, major middle-powers, even US “allies”, are one by one showing them the door. In June, France announced that the DGSI - its domestic intelligence agency, which had relied on Palantir since the 2015 Paris attacks - would replace it with French firm ChapsVision, with Prime Minister Lecornu explaining (theguardian.com/world/2026/jun…) that France “cannot accept new strategic dependencies in the digital sphere” and shouldn't depend on the goodwill of companies “capable of turning off the tap.” Germany moved even earlier: its domestic intelligence service, the BfV, also selected ChapsVision over Palantir (politico.eu/article/german…), and the German military has said it will no longer use Palantir at all. Then, just this week, Spain instructed state-controlled companies - including strategic firms like Telefónica, Indra and Navantia - to avoid signing any new contracts with Palantir (aa.com.tr/en/europe/spai…). Even in the UK, Washington's most loyal vassal, the NHS's £330 million data contract with Palantir is under review following parliamentary pressure (reuters.com/business/healt…), and London Mayor Sadiq Khan blocked a proposed £50 million Palantir contract with the Metropolitan Police. Palantir making a lot of noise around them caring about sovereignty makes a lot of sense: it's damage control since they keep being told they're a sovereignty risk. I doubt it will work - because it's true: they are a sovereignty risk - but the fact that they feel the need to be vocal around this tells you where the wind is blowing: they're not shaping the narrative, they're reacting to one they're losing. What they're saying against closed-source AI (basically a broadside attack on OpenAI and Anthropic), is again highly self-serving. Palantir's sudden love of open-weight AI models conveniently coincides with them launching 2 days before a partnership with Nvidia to sell exactly that: open models models (NVIDIA's Nemotron) in sovereign environments. So it's essentially a product launch. It doesn't make what they're saying wrong: it is factual that the value proposition of closed-source AI labs looks increasingly unsustainable. I mean: you're paying 10X the price of Chinese open-source AI models for something that's not really better (or just marginally) and on top of that you have zero control over your data, or the models themselves. When Palantir says that "the architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha," they're right. I'd add that this also means you shouldn't trust Palantir either with that "tribal knowledge"... they obviously left this part out 😉 When you take a step back, these two things have major implications on many other US companies. SpaceX - which just went public at the largest IPO valuation in history - is one clear example as I describe in my latest article on the new space race with China (arnaudbertrand.substack.com/p/musk-built-a…). If countries like France concluded with Palantir that they couldn't depend on a company “capable of turning off the tap” when it’s merely analyzing their data, what should they conclude about a company that aims to literally control their entire connectivity - at one man's whim, from space? What percentage of SpaceX's crazy market cap is based on the assumption that foreign governments will not do to Starlink what they're currently doing to Palantir? And SpaceX - or Palantir - aren't alone: a significant proportion of the top US tech giants, who rose in a world where no one questioned American technological hegemony, now face an environment that's much less conducive to the kind of lock-in their business models - and valuations - depend on. When you pair this with the fact that it increasingly looks like the US made a wrong bet with closed-source AI - an extremely expensive wrong bet - the picture that emerges is of a country that bet its economic future on two things - proprietary AI and captive allies - and is losing both at the same time. And to compound the problem, it doesn't help that the official narrative of the US government - via the voice of Jacob Helberg, the Under-Secretary of State (x.com/UnderSecE/stat…) - is to be vocally opposed to "AI Sovereignty": essentially telling everyone "you know what, your worst fears are real, our tech companies are really out to undermine your sovereignty." Read Helberg's post (the one I linked) and put yourself in the shoes of - say - a European or Asian leader and ask yourself how you'd react to being told that building your own AI capabilities is "marching in perfect formation into the past," that your pursuit of sovereignty is really just "synchronized mediocrity," and that your only path to the future runs through American technology. If it was me in a position of power, I'd read this as a massive wakeup call: when another country's official position is that your sovereignty is a problem, history says you're about to need it. So yes, it looks like - unexpectedly - Palantir, of all companies, is being quite the canary in the big tech mine. Yes they obviously do this for self-serving and cynical purpose, and yes they're of course also very much part of the problem and not the solution. But it doesn't make them wrong: sometimes it takes a vulture to tell you something is dying.

Palantir @PalantirTech

3 days ago

Our thoughts on the importance of AI sovereignty. 1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their

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Ronaldo & Modrić — 41 & 40 — locked in an embrace. One last World Cup duel, a lifetime of mutual respect.

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I am pleased to introduce the Chinese Invisible Cities Index (CICI) - some Friday fun. 😏 These aren't the smallest or poorest cities. These are the cities with the least aura vs. their population. They make you say: "wait, I've never heard of it and it has HOW many people?"🧵

And that’s with them manipulating the data.

The Kobeissi Letter @KobeissiLetter

a day ago

BREAKING: The US economy adds 57,000 jobs in June, well below expectations of 114,000. The unemployment rate fell to 4.2%, below expectations of 4.3%. May's jobs number was also revised down by -43,000 jobs. The labor market remains in a volatile situation.

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@AngelicaOung It means all those groups that have run confected scare campaigns about Xizang, Xinjiang etc actively financing & promoting separatism, funded by the usual crowd. Why should a country put up with this kind of interference?

Just did a really cool interview with Kawhi and Kyle Lowry, about how they got here and everything this title means, and here’s what happened before we even started rolling. Special.

What a fricking scumbag this guy is. OPEN AI is already begging for a bailout before it even IPO’ed. Sam Altman is pure slime. Let the free markets decide who the winners are in AI. The great 2008 bailout of our financial system has destroyed capitalism in America.

Bull Theory @BullTheoryio

2 days ago

BREAKING: OpenAI has reportedly proposed giving a 5% equity stake to the U.S. government, according to the Financial Times. At OpenAI's current $852 billion valuation, a 5% stake would be worth $42.6 billion. CEO Sam Altman has reportedly pitched the idea directly to President

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2027 Early NBA Draft Big Board