There could be a $4.2 trillion gap between what AI firms spend and what they need to earn, according to a new analysis by @BainCapital.

It dovetails with Torsten Slok's latest, which looks at the gap between tech operating cash flows and that of their potential customers.
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NEW: Trump warms to Jay Clayton as AI czar https://t.co/bEtqloKHXK
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Excited to announce our $110M raise to scale our stablecoin-native banking platform for global enterprises across 35 countries (10 new countries!) 🚀🦁

Our stablecoin business crossed $1.5B annualized volume in just 8 months, driven by exponential enterprise demand. Since https://t.co/RKrLgTmRKM
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As the company looks for new ways to commercialise its technology and tackle a threat from rivals, the AI assistants called Dots are designed to work towards users’ goals around the clock. https://t.co/McWTwiRWsL https://t.co/OqFHzGjI9p
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The punishing selloff in bonds is driving Treasury yields to ever more eye-catching milestones, with the 30-year bond yield reaching a 24-year high https://t.co/CGJHlyuTs8
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🇺🇸BREAKING: Trump has said artificial intelligence has now been OFFICIALLY renamed "super intelligence."

"We've changed the name officially today... SI, instead of AI," he said.

He made the announcement after a White House lunch with tech leaders including Elon Musk, Jensen https://t.co/tIRPySR5mi
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Excellent talk by @btconlyscott at the @BTCtreasuries conference in New York explaining how his firm are disrupting the recruitment industry using bitcoin.

Worth a watch if you are in the BTCTC space https://t.co/HMMZDL9Z35
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When I say none of us own enough hard assets, remember this:

Latin America does.

Yet the entire region accounts for just 1% of the global equity market in this comparison.

The setup for a significant reallocation of global capital is incredibly compelling. https://t.co/afFS0JhQa3
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muse meet dots, dots meet muse

https://t.co/AyjjrM8VOz
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President Donald Trump on Tuesday met with the executives of a number of tech companies to discuss AI. Some of the companies in attendance were:

- Palantir
- OpenAI
- Microsoft
- Amazon
- AMD
- Anthropic
- Broadcom
- Meta
- Nvidia
- X
- Tesla
- SpaceX
- Alphabet
- Micron
- https://t.co/nDZig5YzwI
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Traders expecting back-to-back Fed rate hikes may have gotten ahead of the game https://t.co/PmtLvQQ1HX
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GPT-6.1 Sol is live in Zapier ☄️ https://t.co/ijZXFwrTY0
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OpenAI is building out the pieces of an alternative to the traditional app store model, turning ChatGPT into a place where software can be discovered and used by people and AI agents alike.
https://t.co/4RYlxJfl2m
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We have signed a definitive agreement to acquire @ListenLabs, an AI-powered customer research and human simulation platform. 🚀

Upon close, Listen Labs will expand Salesforce’s intelligent customer and user understanding capabilities — helping companies understand what customers
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These 2 wide-moat stocks look attractive after their recent pullbacks. Here's why: https://t.co/ysdFCWihRm
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Someone Finally Jailbroke the PS5—Just After Sony Said Players Don’t Own Their Games
https://t.co/28iQ7cDkyP
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The pain trade in the debt-space is wholly real-rates.
The latest bout is very unsurprisingly US-centered, with the widening well visible in the federal as much as in HY-debt space.
It's a chicken game, where lofty equity vals mask soaring debt levels as federal debt soars. https://t.co/f6wTwqHTFK https://t.co/FYNLcj7E9W
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Trump government ads draw artist protest, regulatory complaints https://t.co/FboxYiyvay
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Using AI, people can increasingly fake having all the answers, but it’s harder to fake thinking itself. Here’s why it’s so valuable not to give up all human intellectual agency, explains @JohnNosta https://t.co/VAM0ihinws
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