We know what’s coming and we are prepared.
📉 🤖 OpenAI is 'falling apart in real time' — and the worst is yet to come
Veteran investors George Noble and Michael Burry warn on X that all the signs of an OpenAI implosion are already visible — and the trend is only gaining speed.
What do they mean?
😵 Struggling AI chatbot
♦️ Noble says OpenAI declared “Code Red” in December as Google’s Gemini surged ahead
♦️ ChatGPT traffic fell in November — the second month-over-month drop of 2025 — while Gemini jumped to 650 million users
♦️ Reports say OpenAI’s major 2025 training runs failed to outperform earlier models
♦️ GPT-5 flopped. Users demanded GPT-4o back — and OpenAI restored it within 24 hours
♦️ “The company that was supposed to build AGI can’t even keep its chatbot competitive,” the Wall Street veteran says
🤑 It’s all about money
🔴 OpenAI reportedly lost $12 billion in a single quarter
🔴 Deutsche Bank projects $143 billion in cumulative losses before profitability
🔴 The bank’s blunt verdict:
“No startup in history has ever operated with losses on anything approaching this scale”
🔴 Noble adds that “It’s going to cost 5x the energy and money to make their models 2x better”
😱 When it rains, it pours
Musk’s lawsuit against OpenAI boss Sam Altman and Microsoft heads to trial in 2026 — with up to $134 billion in damages over claims OpenAI betrayed its NGO mission for profit
💭 The AI bubble problem
Burry — a long-time critic of the AI bubble — warns it won’t end with OpenAI:
“The government will pull out all the stops to save the AI bubble to save the market to save the economy,” he says. “The problem is too big to save — by that very same definition.”
🇺🇸 #Oklahoma high school principal (Kirk Moore) seen charging at and disarming a school shooter.
The suspect, identified as 20-year-old Victor Hawkins, was a former student who said he wanted to shoot up the school “like the Columbine shooters did.” While taking down the shooter, Moore was shot in the leg. He is expected to recover.
When the Principal woke up that day, he never thought he would be tackling a gunman.
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💸 Reimagining Bretton Woods
How International Agreement Could Resolve Economic Imbalances
Connectivity Project by Philip Pilkington
The past few years have been ones in which global conflict has flared up in a manner that is more concerning than at any time since the end of the Second World War. Economists cannot offer solutions to all complex geopolitical problems, but they know that trade imbalances tend to vastly increase tensions between nations and make compromise on these non-economic topics more difficult.
Due to the politics and economic structure of the time, the bancor was shelved in 1944. But due to the changes in the global economic system caused by aggressive globalization, there is a strong case to be made that its time has come. Implementing the bancor solution to world trade could provide a new constructive economic vision for a world economy that currently feels chaotic and unmoored. It could provide the keystone to global governance in the 21st century.
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Palantir Just Took Over America’s Food Supply [VIDEO]
Palantir just signed a massive deal with the USDA to take control of America’s food supply data: the company "accelerating killchains" just got the keys to the farm. This is the technocratic takeover of food I've been warning about.
Substack: https://unshadowed.substack.com/p/palantir-just-took-over-americas
YouTube:
