Legendaryry

$600 billion.
That's how much Big Tech is spending on AI infrastructure in 2026 alone.
Not over a decade. One year.
Amazon: $200B
Google: $175B
Meta: $125B
Microsoft: $100B
That's 3x what they spent two years ago. 75% goes straight into GPUs and data centers.
The most profitable companies on earth betting their entire future on one thing.
When Amazon drops $200B on infrastructure, they're seeing demand numbers we don't have access to.
The last time this much capital moved this fast into one sector? The internet. And everyone who called that a bubble in 1999 was right about the timing and wrong

Yeah everyone who tells you hosting openclaw on a VPS is enough has never set it up on a Mac mini or Mac Studio in your local Tailscale environment.
It’s so much faster to interact with your Clawdbot even if you call cloud based AI models. And memory injection and other local LLMs I use for memory management are obviously way faster too.

The gold rush killed most miners. It made Levi Strauss rich.
AI agents are today's gold rush. Data moats are the denim.
The Moat Stack:
1. Agent layer → commoditizes in 12-18 months (every framework converges)
2. Workflow layer → moderate moat (integrations are copyable)
3. Data layer → permanent moat (compounds with every interaction)
The proof is already here.
Salesforce Agentforce: $540M ARR, 330% YoY growth, 18,500 deals closed in one year. Not because their AI is better because enterprises already feed them CRM data daily. Every interaction makes the moat deeper.
Intuit just killed QuickB

Gold Holds Strong Above $5k

$70M for

Everyone is building AI agents. Almost nobody is building useful ones.
The problem isn't the tech. Claude Opus 4.6 just hit 60% better on agent benchmarks. The models are ready.
The problem is 95% of agent startups are building solutions nobody asked for.
Best agents I've seen? No fancy UI. No "agent framework." Just raw API calls and a state machine.
Ship the boring version first. Optimize later.

$TRIA holding strong above $200M was not on my bingo card. Impressive.

We got Opus 4.6 and Codex 5.3 the same day. Time to experiment

Crypto dump continues

I woke up but Sonnet 5 isn’t here. Back to sleep I go

Getting ready to top up a few thousand dollars in API credits when Claude Sonnet 5 drops to supercharge my openclaw bot

Gold Reclaims $5k

Gold Recovers to $4.9k