The Week in 5
1. Alphabet holds $94.1 billion in SpaceX equity — $80B of it under short-term sale classification. Two of the most valuable private bets (SpaceX + Waymo) on the same balance sheet.
2. Poolin — once a top-3 global Bitcoin mining pool — filed for Chapter 11, owing 11,700 users $164M. Texas mining assets sold for $52M. The crypto leverage unwind claims another giant.
3. TSMC raised 2026 capex to $60B–$64B (+15%). Texas Instruments beat Q2: $5.46B revenue, +23% YoY. The chip sector is telling two stories — TSMC bets on AI, Poolin can't afford the post-halving math.
4. South Korean groups poured $10.2 billion into the US in Q1 — up 100%+ YoY. Flush with AI cash, Korean companies are making their biggest American investment push in years.
5. AMD signed a $5B compute-and-equity pact with Anthropic — the first AMD equity check into a foundation-model lab. The AI compute buildout expanded beyond Nvidia's monopoly.
Product Update
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Play: willsee.cc/games/last-signal/
One Observation
Three stories this week told the same thing from different angles: Poolin's bankruptcy ($164M owed), TSMC's capex raise ($64B), and AMD's Anthropic pact ($5B). The AI infrastructure boom isn't just creating winners — it's accelerating the sorting. Poolin couldn't afford the post-halving math. TSMC can afford to bet $64 billion. AMD is spending $5B to break Nvidia's monopoly. This isn't a cycle. It's a structural shift — and the gap between the funded and the unfunded is widening every quarter.
Content is for informational and analytical purposes only — not investment, financial, or legal advice.