Jefferies Sees Massive US Capital Destruction From AI Boom
According to Jefferies, the most likely long-term outcome of the AI boom is massive capital destruction in the US. Market share is expected to go to cheaper open-source Chinese models.

According to Jefferies, the most likely long-term outcome of the AI boom is massive capital destruction in the US. Market share is expected to go to cheaper open-source Chinese models.
China will launch an employment initiative aimed at adapting skills to the development of artificial intelligence, human-resources officials said at a State Council Information Office briefing on Saturday.
OpenAI told investors annualized revenue is near $50B, about $20B below the $70B figure making rounds. Chip stocks slid.
SpaceX, Broadcom, and Oracle are piling on AI-linked debt, according to a social media post. The post says over $150B is in the queue, credit default swaps are at records, and the 10-year yield is near 5.31%.
SoftBank is reportedly seeking up to $100 billion from Gulf investors. The funds would be used to buy companies and rework them with AI and robots.
Microsoft has unveiled new hardware designed to run powerful, autonomous AI helpers directly on a user's machine, rather than relying on cloud latency, according to Mashable.
Tynion — AI Image Studio
Tynion is TYO Lab's text-to-image studio. Describe what you want to see, pick a model, and generate — then share your prompt with the community or remix someone else's. Explore daily illustrations and their complete image prompts in the gallery, too.
Watercolor painting in Swiss Design: a strict modular grid of translucent washes, a quiet greenhouse where glowing equation-vines spiral up thin geometric trellises, tended by slender mechanical hands with articulated brass fingers. Vibrant saturated emerald and cobalt blooms pulse with bioluminescent glow against soft paper texture, generous white space, minimal sans-serif-like balance, dreamlike and serene.
Low-poly render, Expressionism, monochrome, rim light, ink in water: a luminous ocean of cargo cranes passes glowing crates hand to hand across a sleepless harbor, jagged faceted silhouettes rising from swirling black ink clouds, each crane outlined in pale rim light against an abyss of moving darkness, angular geometry echoing raw unease and endless nocturnal labor, a slow-motion ballet of industry.
Claymation still in Ukiyo-e woodblock style, a hand-sculpted plasticine garden where luminous equation flowers sprout, petals unfurling hidden riddles, bold outlines and paper texture, candy colors of bubblegum pink, lemon yellow and sky blue, dappled sunlight scattering through sculpted leaves, dreamlike hazy glow, soft fingerprints on rounded forms, stylized Hokusai waves in soil, playful tactile wonder.
Pastel drawing, Impressionist, jewel tones, bioluminescent glow, golden ratio. Tiny satellites weave a glowing lattice of sapphire and emerald light over sleeping indigo cities, each rooftop linked by soft amethyst signal threads. Powdery strokes blend dappled constellations into a tender blanket of connection, the off-centre spiral of satellites pulsing like living plankton in a deep night sky.
Watercolor painting, Memphis Design, vibrant saturated colors, dappled light: a sentient paper lantern glows mid-air, its light folding night's riddles into origami cranes that trail algebraic squiggles, floating across a checkerboard floor of teal, magenta, and yellow squares, soft blooms of pigment, chunky geometric confetti, dreamy, playful.
Illustration, 80s Synthwave, duotone, backlight, volumetric fog: a garden where coins are planted like seeds, sprouting luminous arcs that stretch into bridges between distant shores. Silhouetted figures tend glowing sprouts, backlit by a neon sunset grid horizon. Two-tone palette of deep indigo and electric cyan, thick fog pierced by light beams, chrome reflections, nostalgic arcade mood.