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Munich, AI and The Year of the Fire Horse.
Blain’s Morning Porridge Feb 17th, 2026: Munich, AI and The Year of the Fire Horse.
“We must build our hard power, for that is the currency of the age.”
The future will be set not just by the defence and deterrence discussions last weekend in Munich, but by how global markets react to competition. New Chinese AI drops from DeepSeek and Qwen may challenge US hyperscalers and challenge expectations of global demand and markets.
Happy Chinese Lunar New Year. Good luck and good fortune to all readers of the Porridge in The Year of the Fire Horse.
History tells us things can get fruity in Fire…
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