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First Light
The full-spectrum morning briefing — from chip fabs to island nations
A technical operator and strategist scanning every layer of the stack — from silicon to sovereignty
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Recent briefings below
Recent Briefings
The Federal Reserve quietly dismantling its blockade on crypto banks might normally headline the week, but China's open-weight AI sector is moving too fast to ignore. Following Kimi K3's market-shakin…
Today on First Light: Anthropic walks back its Fable 5 API restrictions as Moonshot's Kimi K3 enters the open-weight market, and the US-Iran conflict escalates into indiscriminate tanker mining in the…
A 2.8-trillion-parameter open-weights model from Moonshot AI resets the cost-capability frontier today, arriving alongside BitGo's OCC-regulated custody for the Marshall Islands' tokenized sovereign b…
The geopolitical architecture constraining the US-Iran conflict collapsed completely today as American strikes hit Tehran and Iran formally declared an existential war. Domestically, the CLARITY Act's…
The formal end of the US-Iran ceasefire and the return of a US naval blockade pushed oil past $85 today. In the same 24 hours, ASML lifted its 2026 forecast to €45B, New York enacted a first-in-the-na…
First Light — TSMC's blockbuster earnings and ASML's China revenue freefall arrived on the same day US-Iran military exchanges entered their third consecutive night, oil jumped 9%, and Trump announced…
Two regulatory pivots define this cycle: the SEC abruptly categorizing five major digital assets as commodities, and a Senate breakthrough on stablecoin yields. On the physical front, tanker traffic t…
Today on First Light: OpenAI's safety restructuring coincides with a newly documented cyber jailbreak in its flagship model, while 35-40% of projected AI data center capacity faces delays from transfo…
The semiconductor industry is raising the stakes on AI infrastructure this week, with SK Hynix pulling in $26.5B on the Nasdaq and Micron committing $250B domestically to front-run a projected 2027 me…
OpenAI is aggressively compressing the frontier release cycle this week, pushing its new GPT-5.6 models and ChatGPT Work agent out the door just days after clearing government review. Across the finan…