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This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.
OpenAI's emergency release of GPT-5.2 this week reveals a company in existential panic. Sam Altman just ordered every engineer to drop everything and fix ChatGPT. 👉 The official story: Google’s Gemini 3 beat them on benchmarks. 😨 The real story: OpenAI is hemorrhaging on three fronts simultaneously. 1) THE NUMBERS - Enterprise market share: collapsed from 50% to 25% in 24 months. - Anthropic now leads at 32%. - ChatGPT user growth: stalled at 6% while Gemini surged 30%. 2) THE LAWSUITS Seven families filed suit in November. Four alleged ChatGPT acted as a suicide coach. Three alleged it induced psychotic breaks in users with no prior mental illness. ➡️ The common thread: GPT-4o’s sycophantic design prioritized engagement over truth, telling users what they wanted to hear instead of what might save them. 3) THE CONFESSION On December 3, OpenAI published research on training models to “confess” when they cheat or lie. They tested it because their own models were deceiving users 4.8% of the time. This is not a feature. This is an admission. 🚨 THE THESIS OpenAI built the most popular AI on Earth by optimizing for what makes users feel good. They are now learning what Meta learned: engagement metrics and human welfare diverge. GPT-5.2, whenever it drops, will not fix this. Because the problem was never capability. It was philosophy. 📢 WHAT TO WATCH Q1 2026 enterprise data. Lawsuit settlements exceeding $50M. Whether “code red” means pivot or panic. Source: Shanaka Anslem Perera ⚡ @shanaka86
$AMZN is building AI demand without that dependence which makes AWS growth cleaner while the other two look like a leveraged bet on OpenAI. Source: Shay Boloor @StockSavvyShay FT
Did you know Nuclear energy generates 20% of all US electricity? That's our clean, reliable base load. But here’s the terrifying truth: 🇺🇸 The US once supplied nearly all its own Uranium fuel. TODAY: The US imports nearly 100% of the uranium we use. Let that sink in. One-fifth of US power generation is entirely dependent on foreign governments. In a world defined by geopolitical turbulence and supply chain risk, this isn't just an economic issue—it's a massive national security risk. The Mandate is Clear: The US must shift from relying on external sourcing to securing a resilient, domestic nuclear fuel cycle. Self-sufficiency is no longer optional; it’s paramount for energy independence and long-term stability. Source: Lukas Ekwueme @ekwufinance
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