Billionaire investor Ray Dalio says the post-1945 world order is breaking down and the era ahead will be driven less by rules and more by raw power. In a lengthy post on X, Dalio points to remarks at the Munich Security Conference where leaders described a shift into “great power politics,” with Germany’s chancellor saying the old order “no longer exists” and warning that freedom “is no longer a given.” Dalio says the breakdown fits what he calls “Stage 6” of the Big Cycle, a phase he describes as “great disorder” where “might is right” and major powers clash. He…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
Elon Musk is sketching out what he sees as a multi-year turning point for artificial intelligence across his companies. In a series of posts on X, the Tesla and SpaceX CEO lays out a timeline stretching from humanoid robots to autonomous vehicles and interplanetary expansion. He first addresses Tesla’s Optimus robot and when it could start reshaping industries. “It will begin to transform things in 2027, be obvious in 2028 and have a massive impact by 2029.” In January, Musk said that Optimus could be available for sale to the public by 2027. Musk has repeatedly described Optimus as a…
Gold is emerging as the preferred safe-haven asset for banking giant Goldman Sachs, even as volatility grips other precious metals. In a new episode of Goldman Sachs’s This Is the Market’s podcast, senior commodities analyst Lina Thomas says the bank is picking gold over silver. Thomas says that silver’s tighter liquidity can amplify price swings, making it harder for some investors to tolerate sharp moves. Gold, by contrast, benefits from steadier demand from central banks and large institutional buyers. “We have a stronger conviction in gold simply because this liquidity squeeze that we’re seeing in silver is something that creates…
A new experiment suggests AI can make people better and faster at many common work tasks, but not all of them. Researchers at the AI Security Institute (AISI) ran a pilot study to measure a simple question: does access to a modern large language model actually boost productivity on everyday job activities? To test the hypothesis, they turned to O*NET, a U.S. Department of Labor database that breaks jobs into common “work activities” shared across professions. Instead of focusing on one career, they picked four broad tasks that show up in many jobs: monitoring processes, drafting technical material, organizing and…
Elon Musk says X is preparing to turn into a global payments hub, with features that enable users to trade assets from the timeline. Speaking at an xAI all-hands meeting, Musk outlines plans to roll out XMoney beyond internal testing, positioning it as a central layer for financial activity on the platform. He describes the product’s current stage and near-term timeline. “For XMoney, we actually had XMoney live in closed beta within the company. And we expect in the next month or so to go to a limited external beta and then to go worldwide to all X users. And…
JPMorgan says Wall Street is gearing up for what it sees as a once-in-a-generation wave of AI-driven public offerings. In a recent interview on JPMorgan’s Making Sense podcast, global head of technology equity capital markets Edward Byun says investors are increasingly viewing upcoming tech IPO candidates as long-term compounders rather than short-term trades. Byun says the broader setup is historically unusual. “If you look at many of the potential IPO candidates, I think with the advent of AI and other technology developments, many investors will view these as kind of generational assets that are scaled, that have long-term potential, and…
The hedge fund founded by billionaire Ray Dalio is unloading hundreds of millions of dollars in hyperscalers Alphabet (GOOGL) and Meta (META). The latest 13F filing of Bridgewater Associates shows that the asset manager unloaded $333 million in Alphabet shares in Q4 of 2025, reducing its GOOGL holdings by 40%. During the quarter, Bridgewater sold 1,063,070 GOOGL shares, bringing down its total shares to 1,590,826 valued at $497.928 million. In Q3, Google was Bridgewater’s single-largest AI exposure, controlling 2,650,000 shares. Bridgewater also dumped $128 million worth of META last quarter, cutting its holdings by a whopping 46%. Data shows the…
Microsoft is extending its intellectual property ties with OpenAI even as it pushes to build its own frontier models in-house. In a new interview with the Financial Times, Microsoft AI chief Mustafa Suleyman says the firm recently renegotiated with OpenAI in an effort to achieve what he calls “true AI self-sufficiency.” The changes follow months of recalibration between the two companies, whose multibillion-dollar alliance has anchored Microsoft’s AI strategy since 2019. Suleyman says the revised deal extends Microsoft’s IP license into the next decade. “My personal mission at Microsoft is to build superintelligence. Three or four months ago, having renegotiated…
Prominent short-seller Michael Burry says a fresh look at Palantir’s (PLTR) receivables data amounts to a warning shot at the company’s valuation. In a new post on X, the Scion Asset Management founder points to two charts tracking Palantir’s accounts receivable growth and days sales outstanding, or DSO, noting that the numbers tell a different story than the company’s software narrative. According to Burry, Palantir’s DSO shows that customers are paying more slowly, with accounts receivable exploding faster than revenue. “This is a tomahawk dunk, a killshot. Palantir’s accounts receivable grew 20x while revenue growth grew 6x. DSO rose from…
The chief executive of the US-based crypto exchange Coinbase says the future of AI may run on stablecoins. Speaking on the company’s latest earnings call, Brian Armstrong says there is no other payment rail that could serve the needs of AI agents better than stablecoins. “If you were designing money from scratch today, you’d get crypto and stablecoins where you can transfer funds anywhere in the world and under a second for less than $0.01. With the unrivaled efficiency gains, all signs point to stablecoins continuing to grow. We’re even seeing these AI agents adopt stablecoins for payment, and I…