RB—The need for such colossal amounts of capital investment has also led to increasing levels of financial “innovation”, such as with Coreweave which buys much of its capacity from new specialist data centre companies such as Core Scientific which is building data centres explicitly for Coreweave; raising capital on the basis of its deals with Coreweave. With Corweave raising capital on the basis of its contracts with AI service providers and other hyper-scalers. With many of the AI hyper-scalers and chip providers such as Nvidia investing, and engaging in usage contracts with the AI service providers and even hyper-scalers such as Coreweave. OpenAI has revealed that Microsoft is responsible for both a significant part of its funding and provides a significant amount of its computing resources. This is a new version of the “vendor financing” so infamously practised by Cisco during the dot com bubble. Much of this “financing” does not even include real revenues, but rather barter deals that involve little or no exchange of cash. Such as an AI provider giving a financial stake in the company to a hyper-scaler in return or an agreed amount of computing power, counted as revenue on the hyper-scaler financial reports.

PCR—s I finished writing the article below, Iran decided to take matters out of the hands of Trump and Netanyahu. The decision was a consequence of Netanyahu’s order to the American-provided Israeli Air Force to commence the bombing of civilian residential areas of Beirut, Lebanon, and warning the residents to flee their soon to be ruined homes. The Israeli invasion of southern Lebanon has again been halted by the Hezbollah militia, the third time the Israeli Army has been stopped by a mere militia. Frustrated at Israel’s impotence on the ground, Netanyahu decided to take it out on citizens in Lebanon’s capital further north distant from the battlefield where the Hezbollah militia stopped the Israeli attack. Thanks to Washington, Israel makes up for its inability to perform on the ground with its American Air Force, which its opponents of choice do not have.

PS—Jun 1, 2026 #Geopolitics #Petrodollar #GlobalEconomy
Are we weeks away from a global power shift? In this explosive interview, insider Zulfiqar Ali, geopolitical analyst Pepe Escobar, and former CIA officer Larry Johnson reveal the shocking truth about Iran’s nuclear timeline, the hidden Russian alliance, and the looming “economic tsunami” that will crash the US Petrodollar. Discover why global superpowers are abandoning the United States and how the upcoming resource shortages in oil, gas, and helium will reshape the world economy and the AI revolution

PG—What if one of the most basic comforts in your life, a bed, is actually one of the newest luxuries in human history? In this episode we dive into the brutal, bizarre, and shockingly recent history of sleep, from ancient mattresses and medieval rope beds to Victorian London’s terrifying “two penny hangover” and coffin beds. This is a dark journey through poverty, labor, survival, and the forgotten people who helped shape the modern world.

MW—We do know that Iran has downed multiple drones in recent days, and what we don’t know may be even more concerning—tracking of manned air platforms, the ones that deliver stand off munitions. Presumably at least some of Iran’s seemingly enhanced capabilities are also due to Russo-Chinese support. This makes complete sense. And even the Israelis recognize that Iran holds the real high cards.