MORE Q4 2025 US ECONOMIC DATA AND COMMENTARY.

3 Responses to MORE Q4 2025 US ECONOMIC DATA AND COMMENTARY.

1. Comrade K says:

   February 14, 2026 at 6:31 pm

   “The DeepSeek 2.0 moment continues, with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models.

   This further calls into question:

   1) AI CapEx spending w/ RoI that is lagging (if it exists at all)

   2) How much hardware and power will ultimately be needed if we can do the same or similar with a lot less

   3) Why Western AI labs aren’t doing more collaborative research? This is upending the GenAI narrative. We’re no longer in the era of winning through scale. It’s about density of intelligence per parameter.”

   Reply
2. Comrade K says:

   February 14, 2026 at 6:41 pm

   US Treasury Secretary Scott Bessent:

   “What we [have done] at Treasury is created a dollar shortage in the country,” adding that the strategy came to a “grand culmination in December, when one of the largest banks in Iran went under … the Iranian currency went into freefall, inflation exploded, and hence, we have seen the Iranian people out on the street.”

   Reply
   • ucanbpolitical says:

     February 14, 2026 at 7:24 pm

     Yes, as I said the Chinese should have sheltered Iran. They have over $4 trillion in foreign assets, a swap of tens of billions would have sufficed.

     Reply