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Ox Alpha, an anonymous model nobody has claimed, has just taken the 1st place on the world’s busiest LLM marketplace. The story is not about China. It is about pricing power and about who ultimately earns a return on a trillion dollars of AI infrastructure.
Market, earnings and macro participation are widening at the same time.
Flash note
How the most celebrated fund in artificial intelligence sold its entire listed book to a competitor, and what the wreckage says about the rest of us.
AI investment is now the consensus explanation for a resilient 2026 US economy, and the scale remains striking.
Flash note following the FOMC meeting 29 July 2026
Andy Burnham was invited by King Charles III to form a government on Monday, July 20, becoming Britain's 59th Prime Minister...
June brings relief, while Warsh testifies to be tough on inflation
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