Deal getting there.. Crude low 90's, equities higher, what else / DeepSeek 75% cheaper for ever / Uber COO on Ai spending
- sc0172
- 2 days ago
- 3 min read
Iran war updates: Tehran’s negotiators in Qatar; Israel pounds Lebanon, Crude : While we await for the deal, I think we can already highlight a few oil lessons: 1) Although we don’t yet understand how, China can reduce oil imports massively (>5m b/d cut) 2) Saudi/UAE bypass pipelines work 3) OECD nations can release their SPR at flow rates of >2.5m b/d
Markets : global equities slightly off Monday highs, bits of tensions in ME, but they are higher broadly speaking, Crude well under 100 mark-low 90's, yields slightly softer, FX pretty boring and quiet, DeepSeek is now up to 50x CHEAPER than OpenAI and Anthropic for AI tokens - DeepSeek’s latest permanent 75% price cut pushed some inference costs down to fractions of a cent per million tokens. >>> SPX call buying is frankly in absolute euphoria levels.., reaching pretty crazy levels never ever seen before, not even close, Uber's COO says it's getting harder to justify the money spent on AI tokenmaxxing
Pretty insane: the U.S. just tried to literally re-colonize part of the Philippines (Thread)
Beijing’s economic walls are visibly cracking as citizens trigger the largest financial exodus in modern history
BREAKING:
Saudi Arabia Just SLAMMED Trump’s Big Middle East Dream! & Saudi wants Independent Palestinian state.
Trump : “Every Middle East country MUST join the Abraham Accords as part of the Iran peace deal! It’ll be HISTORIC!”
Saudi Arabia has OFFICIALLY rejected Trump’s demand… Saudi: “We REJECT that. No normalization with Israel unless there’s an irreversible pathway to an independent Palestinian state.” Saudi just reminded everyone: Palestine is still the ultimate red line
Bull Theory on X: "THIS IS INSANE 🚨 DeepSeek is now up to 50x CHEAPER than OpenAI and Anthropic for AI tokens. DeepSeek’s latest permanent 75% price cut pushed some inference costs down to fractions of a cent per million tokens. AI companies charge based on input tokens, output tokens, cached https://t.co/HW0Tnd36hG" / X
Arnaud Bertrand on X: "This is pretty insane: the U.S. just tried to literally re-colonize part of the Philippines. They did so under the so-called "Pax Silica" initiative, the brainchild of - surprise, surprise - an ex-Palantir guy named Jacob Helberg who now runs U.S. economic "diplomacy" from the https://t.co/RRIT5nvgpO" / X
UnveiledChina on X: "Beijing’s economic walls are visibly cracking as citizens trigger the largest financial exodus in modern history. A staggering $1.04 trillion in hot money bled out of the country over the past year alone. This massive, unprecedented flight of capital marks the highest level of https://t.co/wKYEWE6L74" / X
Must be good reasons the state let it happens... since they KNOW absolutely everything
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