AI Model Competition, Costs, and Moats

- perspective https://x.com/EricBalchunas/status/2016287855509680261

- 1m mau bitchat https://primal.net/e/nevent1qqswxnrd0gkawyz5s0r08sru88gdzxugv4nkgpv8z7v3zdfa8cahdagrgntay

- tether gold https://www.bloomberg.com/news/articles/2026-01-28/tether-is-shaking-up-the-gold-market-with-massive-metal-hoard

- sni dinner https://primal.net/e/nevent1qqstcm3mgphzvg2q8yaxqj4jl57u0j5644gmd394gd260836gmn482c5s8lju

- Nicaragua | Economic Control Sustains the Ortega-Murillo Regime

In an investigative series published by Confidencial, reporters identify economic control as one of the four central pillars sustaining the dictatorship of Daniel Ortega and Rosario Murillo. The regime increasingly relies on restrictive controls over civil society’s monetary flows to punish dissent. In 2023, the regime froze the bank accounts of institutions affiliated with the Catholic Church, which led a Nicaraguan seminary to cease operations. Since 2018, thousands of NGOs have been forced to close or had their assets seized for alleged financial violations. In Nicaragua, authoritarian financial control is a primary way to stifle civil society. FinancialFreedomReport.org

- cove android https://x.com/covewallet/status/2016172119751594243?s=46

- opensats year in review https://opensats.org/blog/2025-year-in-review

- Trump’s acting cyber chief uploaded sensitive files into a public version of ChatGPT https://www.politico.com/news/2026/01/27/cisa-madhu-gottumukkala-chatgpt-00749361

- tiktok us immediately starts data collection after acquisition https://primal.net/e/nevent1qqsw56zur9g00dq55xlsawjgyh7yd4syd34zdy8a7ek6aavkhnnq5zs8ed70a

3:59 - No dooming

12:14 - Perspective

16:29 - Dashboard & demand response

34:34 - 1M active bitchat

42:29 - Tether gold

51:29 - SNI Dinner

53:59 - HRF Story of the Week

55:34 - Cove Wallet

1:02:24 - OpenSats

1:05:39 - Boosts

1:10:29 - CISA GPT goof

1:15:24 - TikTok spying in new ways

1:17:04 - The Banter Section™

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