What I Read This Week…

$3T+ in federal debt is set to mature soon, China’s “AI Tigers” are gaining traction by open-sourcing top models with government support, and seven people are now using Neuralink's Telepathy device

Watch All-In E233 Read our Deep Dive: A Primer on the Magnificent 7 (Part 4 - Apple) Read our Deep Dive: A Primer on Cryptocurrencies Come join the Besties and Me at the All-In Summit in September Caught My Eye… Between July and September, the U.S. Treasury will refinance over $3 trillion in maturing federal debt, part of a broader $11 trillion wave coming due over the next 12 months. This rollover is the result of years of short-term borrowing at low rates, much of which now matures just as interest rates remain elevated. Refinancing this debt at today’s yields, which are higher than…

related reading

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• Open-source Kimi K3 model is no reason for China panicsubstack.com
• A History of the Future, 2025-2040 — LessWronglesswrong.com
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• What I Read This Week…chamath.substack.com
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