Anthropic, Blackstone, Goldman Sachs, and Hellman & Friedman just launched Ode, a $1.5 billion AI services firm that embeds engineers inside companies to build custom AI systems on top of their existing operations. Not a new model. Not a new chatbot. An implementation company. Walk into a business, map how it actually runs, and build the AI layer on top of it. The CEO says it's "pretty easy to imagine this as a trillion-dollar company someday." They currently have 100 engineers and demand already far outstrips supply. The private equity firms backing it will funnel their own portfolio companies as customers. Pay attention to what's happening in the background here. The biggest players in finance and AI just bet $1.5 billion that the real money in AI isn't in building models. It's in deploying them inside every business on the planet. That tells you where this industry is actually headed.

"China subsidized factories. We subsidized bank bailouts and $3 trillion to take Afghanistan from the Taliban and give it back to the Taliban." - Luke Gromen

"The Chinese said, 'We'll send you silk. We'll take some ceramics. But you don't make anything else we want. We'll take bullion.' History is repeating." Luke Gromen on China running the exact same playbook it ran against Britain in the 1760s.

"We took the inflationary hose off our front porch and stuffed it in through our own basement window." Luke Gromen on why US inflation got so bad when foreign central banks stopped buying treasuries.

"Gold can go to a million and nothing gets hurt." Luke Gromen argues gold is the only asset that can rebalance global trade without breaking the world.

Tucker Carlson: "No one's even arguing that Iran's nuclear program posed such a threat that we had to launch a full-scale war... This war is clearly contrary to what he promised and contrary to the idea that your leaders should put your interests before those of foreigners."