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Welcome to our weekly roundup, where we discuss the top news stories in business, technology, and politics. Last week, Ken Griffin, CEO of Citadel, one of the largest hedge funds in America, essentially said that AI is currently in a “bubble.” Over the past few weeks, as we noted last time about CoreWeave and several other non- cloud services, they have found themselves in trouble due to their financial structure, incentive system, and the peculiarities of their business models.
We have seen a significant pullback in the market, especially in technology stocks , over the past week and a half to two weeks. This also affects the yield on Treasury bonds, where many investors have started to invest their assets, as it has averaged around 5% in the last month. So, Treasury bonds are the so- called risk-free rate, that is, the interest rate that the US government pays to investors willing to lend it their money.
Of course, given the volatility we have seen recently, it is only logical that investors would seek to move money to a safer environment. We have already briefly mentioned this, but did not go into detail. In the last week, Anthropic has released its S-1 filings for an IPO in mid-November, which we talked about a few months ago.
Perhaps just a month ago we predicted this would happen in 2026. So we predicted these terms quite accurately. I have to say that perhaps the biggest mistake we made was that despite operating income of 4 billion, their cash flow remains negative. I suspect that most of these AI companies will remain in this state for some time to come.
We see that Meta has raised additional funding to develop artificial intelligence, and Mark Zuckerberg has issued new shares. He asked the board of directors to issue new shares to capitalize or further boost AI development. This is very interesting. You see, he essentially put everything on the line, trying to seize the moment, as he probably should have done.
On the political front, it was announced that elections would be held in Israel at the end of this month . Prime Minister Netanyahu will most likely not be re-elected due to his age. But I think there is also a deeper problem: the Israeli people do not want to continue on the path of war that they have been on for most of Netanyahu's premiership.
So, last week there was an interview with Netanyahu, which initially seemed to honor him and his legacy, so to speak, but the questions quickly turned to , when will this all end? Have we won our war ? And it could be symbolic, like David , where their singing was reminiscent of King David. Note that earlier their songs were also symbolically associated with King David.
However, the response they received from the leader was very devastating, very bleak. He essentially said that there would be no end to this. He believes that Israel will forever be at war until the end of the world. And this is an eschatology that is very frightening to observe in Western leaders, especially when it comes to support, endurance, and capitalization on wars.
So we must be careful about whose side we take, what we believe in, and what we love and support. How can we support people who continue to fight each other? How do we really get them out of this belief? And, of course, our military- industrial complex , like our capitalist system, does not want these two things to stop.
So this is a pretty serious warning about what lies ahead . And, of course, the scriptures, the books, the history—all of it already mentioned what was to happen. So, unfortunately, I think that's the inevitable conclusion of what's to come. But more interesting news: artificial intelligence found a bug in PHP, which powers 70% of the world's websites.
So, many governments shut down their websites for a few hours while they fixed the bug. But it's really cool to see "white hacking" in the cybersecurity field. And, of course, there are people who try to take advantage of this. It seems that Cloudflare mentioned that over a million people tried to exploit this vulnerability to hack various sites in the first hour.
So this is definitely something to be careful with once it appears, and that's why governments have shut down their sites. But, in my opinion, this is just the tip of the iceberg of what awaits us with AI models in finding cybersecurity gaps, and simply code that can be cracked. I think a lot will be discovered over the next year or two, and continuous improvement in cybersecurity and IT will be needed.
I'm actually calm about this because it made me realize: to some extent, AI is only capable of what we are capable of. So we created it. It's all about us. So, I'm going to turn on this video. You can listen for a bit . It's not very interesting, but it shows how far speech has come . I don't know. I'm fine.
I'm fine. I...I'm not an announcer. You're beating me up. We need to prepare everything. I have to put away all my things myself without any help. Then I have to adjust everything so I don't get tired, but I can handle it. Yes, you can do it. How are you, Alla family? What can I do, Alla? I had a boy, man.
In October. Class. Congratulations. What is his name? We call him Darius Johnson. Darius Johnson, I like that name. Yes, my daughter says she likes that name too. And finally, perhaps the worst headline of the week—this is Microsoft trying to buy out old employees. So to me, this suggests that companies at the forefront of technology and large corporations will set the trends for the future.
So here's an example of what I think the future holds for businesses. I'll stop there. Thank you for watching. If you liked the video, do me a favor: like and subscribe. And if you want to see similar content, you can click on the card here. And thanks for watching.
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