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Top market, investing, and business insights from the past few weeks.
Here's a recap of the past few weeks' top market, investing, and business insights—from insiders and experts outside the mainstream—featuring Offbeat Alpha’s most-opened newsletter and most-viewed content.
The AI fear feels real—but what if it’s just good PR for control?
The next $26T wave is approaching.
THIS stock is a gas toll empire.
The quiet middle is starting to win BIG.
And more. Let’s get to it!
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Top Insights of the Past Few Weeks
1. 🤔 AI Panic Is the Point
You’ve heard the stories. AI will take your job. Then it’ll build weapons. Maybe even kill us all. Heavy stuff. It’s everywhere. It’s not just fear. It’s a strategy…
Let’s follow the story behind the story… Dario Amodei, CEO of Anthropic, says AI could wipe out 10–20% of jobs in the next few years. Mostly entry-level white-collar work—tech, law, finance, customer service. But look closer, and these headlines tend to pop up right before fundraising or regulation pushes. Coincidence?
There seems to be a pattern here…
A group called Effective Altruism (EA) is pumping $1.6B into AI safety panic. Their biggest backer? Dustin Moskovitz—Facebook co-founder. His org, Open Philanthropy, funds dozens of so-called “independent” AI watchdogs. But they’re not so independent. Same people. Same goals. Same playbook.
And it all ties back to Anthropic… Luke Muehlhauser, Open Philanthropy's senior program officer for AI governance and policy, serves on Anthropic's board.
Here’s their playbook… Regulate the industry. Then control who gets to build in it. They call it global compute governance. Translation? Control over:
Who gets access to chips
Who can build data centers
Who gets AI licenses
What values get coded into the models
The critics call it what it is: regulatory capture.
Because if you help write the rules… You stay in the game. Everyone else gets locked out.
Another twist… After pushing AI regulation in Washington, key Biden staffers now work at—surprise—Anthropic. They wrote the rules. Now they’re cashing in on them.
Bottom line… The real risk isn’t AI turning evil. It’s power being concentrated in the hands of a few people using fear to take control. What we need:
Open competition
Clear rules
Sunlight on the people writing them
Because when power and code mix behind closed doors… It’s not the machines we should be worried about. It’s the humans running them.
2. 🌊 Nothing Stops THIS $26 Trillion Wave
Marc Andreessen just made his boldest bet yet… on humanoid robots.
He says they’ll be bigger than the internet. A $26T industry.
With billions of robots doing real-world work—cleaning homes, building cars, helping doctors.
AI is getting a body… it’s stepping out of the browser and into the real world. Literally. Andreessen calls this “embodied AI.” But the U.S. must move—fast. Marc’s warning? If America doesn’t build these robots first, China will.
China’s already pouring billions into AI + robotics. Their “Made in China 2025” plan is no joke. It includes building millions of robots and controlling the global robot supply chain.
The fear? If the U.S. doesn’t act, we’ll be buying our robots—and our future—from someone else. Marc’s push is simple… Build “alien dreadnought” factories—fully automated production lines. Not old-school assembly. High-tech. Scalable. American-made.
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4. ⛽️ A Gas Toll Empire
Most energy companies gamble on oil prices. Cheniere (NYSE: LNG) doesn’t. They don’t drill. They don’t speculate. They ship liquefied natural gas (LNG) across oceans — and get paid like clockwork…
Cheniere runs the biggest LNG export terminals in the U.S. Think toll roads for gas. Every molecule that passes through? They clip the ticket.
And the best part? 90% of sales are locked in with long-term contracts — 15 to 20 years — with giants like BASF and Equinor. That means steady cash, even if prices swing.
LNG demand is soaring — up 26.8% a year through 2033. Asia and Europe can’t build fast enough. And 20% of U.S. exports? Cheniere handles them.
Big things are coming… Corpus Christi Stage 3 goes live soon… Sabine Pass expansion is next… That’s 30M+ tonnes of extra capacity.
$5.4B revenue (up 28%)
$1.9B EBITDA
$1.3B in free cash flow
$350M in buybacks
$0.50 dividend
Yes, there’s $27B in debt. But they’re managing it — paying it down and refinancing.
Risks…
Global supply glut
EPA regulation
Two megaprojects at once (Corpus Christi Stage 3 and Sabine Pass expansion)
Debt always needs watching
Top 3 Charts of the Past Few Weeks
1. 😳 Hybrid Sales Hit New Highs
1 in 8 cars sold in the U.S. is now a hybrid. That’s more than full-electric cars, which are losing steam. Toyota’s bet on hybrids is paying off.
EV hype is cooling. Only 7.1% of new cars are fully electric. Hybrids are quietly winning — they’re cheaper, simpler, and fit how most people actually drive.
Gas cars still dominate in the U.S.—78% of all sales. Tesla is losing steam, with Q1 sales down 13% to 336,681 cars. Meanwhile, Toyota stays on top, selling 10.8M cars last year. Just 1% were fully electric, 40% were hybrids.
2. 💰 e.I.f. Sales Are Still Brushing Up, But Slowing Down
e.l.f. Beauty is buying Hailey Bieber’s skincare brand rhode for $1B. rhode doubled its customers and made $212M in sales over the past year.
e.l.f.’s sales growth is slowing (up only 4%), so it’s betting on rhode’s popularity—especially with Gen Z—to bring fresh energy and boost future growth.
3. 😳 YouTube Deleted 220 Million Videos in 7 Years
YouTube changed the rules—quietly. Since late 2024, certain videos get more leeway. Especially if they cover hot-button topics like elections or gender.
Before, the algorithm took down anything that crossed the line. Now? Videos can break the rules—just a little—if YouTube says they’re “in the public interest.”
Since 2018, they’ve deleted 220M videos. Mostly flagged by AI, not humans. This new policy shifts the balance. More freedom of speech? Maybe. Either way, it affects what shows up in your feed. And what doesn’t.
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