Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis

The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC printing historic earnings right after the trade got away, a $960K Jensen jacket, the case that pump is p