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CNBC: early morning -- Becky Quick not on. Replacement looks like she got unexpected early morning call to fill in for Becky.
AI: lots of talk around OpenAI and Anthropic right now on CNBC. Anthropic looking better than OpenAI right now. Anthropic really focused, but long term OpenAI might offer customers / clients more opportunities.
Locator: 51504DEERE.
Current:
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From Barron's Yesterday
Now, back to Deere.
Locator: 51503B.
WTI: $84.57.
New wells reporting:
RBN Energy: pending.
Locator: 51502AI.
Query:
Yesterday on a business show someone mentioned three levels of AI. we're in the inference stage; next is the physical stage (robots); and then I seem to recall -- could be wrong -- there was a third stage --- a stage after physical AI?
Reply:
Followup:
What Moderna did today with its skin cancer RNA vaccine was quite remarkable, but I'm not sure if it would qualify for Sciences AI, but that's the kind of thing we'll being more of.
Reply:
Locator: 51501DEERE.
Mideast. Before we get to Deere, this note. It appears that much more oil is getting out of the strait than we are being told. The US Navy is solving some problems The New York Times won't mention because it destroys the narrative.
Someday, we might talk about DOD, senior service schools, asymmetrical warfare and ask how did the US military screw it up so badly? Hegseth is probably asking the same question and rightly relieving a few general officers and flag officers from active duty. The guys that planned the current operation have been leading the military for the last two decades.
Further, in case you missed it. Three weeks ago, CENTCOM offered Trump three options, Plan A, Plan B, and Plan C. Surprisingly, Trump took Plan D.
Tehran Airlines won't be flying into Reagan International Airport anytime soon, apparently. Seriously, this puts a lot of pressure on Turkey.
Waffle House and the heat:
Now, back to Deere.