Episode #167: 23 September 2025

Malta recognizes a Palestinian state, and the White House signals an H-1B fee exemption for doctors. AI and chips dominate market talk as Nvidia proposes a $100B tie-up with OpenAI while Oracle touts a $300B compute pact, inviting antitrust and circular-spend questions. China moves to halt new steel capacity, and Tesla builds its first 500 kW Supercharger site in California. In wearables, Oura seeks nearly $900 million at a valuation above $10 billion after brisk ring sales. Crypto swings as Bitcoin sees the year’s biggest liquidations, Ethereum falls 11 percent, and Japan’s Metaplanet expands its BTC holdings. The episode also covers Buffett’s exit from BYD, Alibaba’s new Qwen image editor in open source, and migration trends behind more than 250,000 Britons in the UAE. On the ground, a major typhoon bears down on Shenzhen, stranding teams and testing logistics. It closes on investor psychology with a note on Larry Page’s reported willingness to risk everything to win the AI race, a snapshot of how ambition, policy, and capital are steering tech and markets.