Hello, Human Guide

Today, we will talk about these THREE stories:

Thanks to growing demand, lithium stock prices grew 2X+ from June 2025 to January 2026. $ALB climbed as high as 227%. $LAC hit 151%. $SQM, 159%.

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The cloud hiccupped and AI was in the loop.

Recent AWS outages were reportedly linked to internal AI coding tools used in infrastructure workflows, raising uncomfortable questions about how deeply automation has penetrated mission-critical systems. According to reporting from Trending Topics, engineers inside Amazon have debated whether AI-assisted code changes contributed to instability in cloud services relied upon by millions of customers worldwide.

What stands out is not that AI made a mistake humans do that daily. What bothers me is that we are now letting generative systems quietly rewrite pieces of infrastructure that power banks, hospitals, and startups working late at night with dashboards glowing at 2 a.m. The margin for error shrinks to near zero when your product is “always on.”

If AI tools are already shaping the backbone of the internet, the real question is how many invisible failures we tolerate before trust becomes the outage.

The next AI shock might not come from Silicon Valley.

New large language models from Chinese tech companies are climbing global benchmark rankings, with firms like ByteDance and Alibaba pushing aggressively into frontier model development. Analysts cited by Trending Topics note that Chinese AI labs are releasing competitive models at a faster cadence, often optimized for cost efficiency and domestic chip supply constraints.

This is less about raw intelligence and more about velocity. What struck me is how strategic this looks: tighter integration between chips, cloud platforms, and state support. You can almost feel the policy pressure behind it like a quiet hum under fluorescent conference lights in Beijing at 9 a.m. It’s not just tech ambition. It’s geopolitical insurance.

If Chinese AI keeps improving while remaining insulated from Western export controls, the real question is whether the AI race becomes a bifurcated internet with two incompatible futures.

Twenty world leaders showed up for AI.

India hosted a high-stakes AI summit in New Delhi, bringing together government officials and tech CEOs from companies like Google, Microsoft, and OpenAI, according to AP News. The event focused on responsible AI development, governance frameworks, and how emerging economies can participate in the AI boom rather than just consume it.

What stands out is how AI summits now resemble trade negotiations more than tech expos. This feels like the early internet era except now everyone knows the stakes. When presidents sit across from CEOs under bright stage lights, it’s not about product demos. It’s about who sets standards, who controls compute, and who writes the rules before 2030 locks them in.

When AI policy becomes foreign policy, the real question is whether global coordination is even possible or whether we are watching the quiet start of an AI Cold War.