Nick Shirley Went To Cuba... He Almost Didn't Make It Home

Anthropic's Marketing FUD Playbook Returns With Call To Pause AI Frontier Development Anthropic has elevated fear-based marketing to an art form. The company routinely warns the public, lawmakers, and corporate America about looming AI doom scenarios - then conveniently positions itself, its products, safety frameworks, and policy prescriptions as humanity’s best defense. This strategy is hardly new. Fear, Uncertainty, and Doubt (FUD) works because we're wired to be risk-averse. Nothing grabs attention faster than a well-crafted existential threat. In its latest iteration, Anthropic’s message is that AI models are advancing so...

Key Events This Week: PPI, Industrial Production, Q1 Earnings, Iran War When it comes to the week ahead, clearly the Iran conflict will be the main focus, but there are a few other things to look out on the calendar. First, the Q1 earnings season will start to kick off, with this week’s releases including several US financials. DB's equity strategists have a full preview, and they argue that the bottom up-analyst consensus for S&P 500 earnings growth accelerating into the mid-teens (16%) is justified by a favorable macro environment (full...

Most Ships Transit Strait Of Hormuz Since War Started Led By Iranian, China-Linked Tankers Yesterday we pointed out that contrary to conventional wisdom of a full Gulf blockade, more ships are now transiting the Strait of Hormuz... Strait ship traffic starting to move (chart GS) pic.twitter.com/VJ0M9ET3yi — zerohedge (@zerohedge) March 10, 2026 Another bulk carrier signaling ‘China Owner&Crew’ u-turned away from the strait following the incident, underscoring the heightened security risks. As we reported previously, widespread electronic warfare tactics, including spoofing and signal jamming, have made real-time monitoring of traffic increasingly difficult. With several vessels opting...