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Stop Being All Tech: Why Your Watchlist Needs Financials and Industrials

Trump is reportedly considering banning Chinese open weight AI models in the US, and my take is that the argument it is unsafe to run CCP open weight is fake news, since open weight can be downloaded to your own hard drive and built on locally. It is a head-scratcher that China is embracing open source at all given its history against open code, Bitcoin, and free speech. A clip from Jacob Robinson's podcast with free speech lawyer Preston Brin covers the First Amendment angle, where a future open source model rivaling Fable or Mythos could become a fight over publication as an expressive act…

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