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United States vs China: AI Models, Compute, Quantum and Electricity
Developments in the last three months (July to October 2026) and a comparative assessment of frontier AI models, compute, quantum computing and the electricity behind them.
The United States still leads in frontier model capability, total AI compute and quantum error correction, while China has narrowed the gaps in model performance, open-weight adoption and domestic chip volumes, and holds a structural advantage in power for data centres. Shayne Heffernan sets out the developments from July to October 2026 across models, compute, quantum and electricity, and how fast China is catching up.
Can you trust AI? Can you trust humans? More often than we like to admit, the answer is no. AI inherits its failures from the human records it is trained on. Sheikh Mohammed bin Rashid wrote this month that the currency the UAE is betting on is trust. This piece sets out what a trust layer has to do, shows the method on three public knowledge graphs, and lays out the post-quantum work KXCO has published so that an institution can check the claim rather than take it.
- How Can You Trust AI When You Cannot Trust Humans?
- KXCO AI Ontology at 3 Months: What It Called and What Comes Next
- Thoughts on Thinking: Physics, Biology and Thought
- What the Round Table Is Predicting in Biotech Markets
- SpaceX: The Road to 10 Gigawatts
- Thoughts on Thinking: Take an Art Break
Shayne Heffernan
How Can You Trust AI When You Cannot Trust Humans?
Can you trust AI? Can you trust humans? More often than we like to admit, the answer is no. AI inherits its failures from the human records it is trained on. Sheikh Mohammed bin Rashid wrote this month that the currency the UAE is betting on is trust. This piece sets out what a trust layer has to do, shows the method on three public knowledge graphs, and lays out the post-quantum work KXCO has published so that an institution can check the claim rather than take it.
Stocks
KXCO AI Ontology at 3 Months: What It Called and What Comes Next
On 19 July 2026 the Round Table's AI room published its first Analyst Outlook. To the 16 October 2026 close its 13 names rose 2.6% on an equal weight against 2.1% for QQQ, per StockAnalysis closes, and the six it opened with 35% or more of upside rose 8.6%. This piece lists the six names up more than 5%, the ten names I rate as opportunities now, the month's results in AI and quantum computing, and the official data showing that four in five firms have not yet started using AI.
FX
Earnings, the Economic Calendar and Trading Strategies: September 8 to 12, 2026
A four-session week decides more than a print. Oracle reports after the close on Thursday 10 September, PPI lands that morning and CPI on Friday, with the ECB in between and the FOMC eight days out. Oracle is the last hyperscaler of the cycle and the widest value gap on the KXCO Ontology Live Analyst Outlook layer: a $457bn market value under a $638bn contracted backlog. Here is the calendar, the graph behind it, the levels and the book.
Biotech
Week Ahead on Wall Street: CPI, Banks and Oil
September CPI lands on Wednesday after a Fed hike and a 10-year yield at its highest since 2002. JPMorgan, Goldman and Citi open bank earnings on Tuesday, ASML and TSMC report midweek, and Saudi pipeline attacks kept Brent at $104.72 on 9 October 2026, per CNBC. The KXCO AI Sector Ontology still shows contracted demand. This week ahead sets out the calendar, the three facts that would change the call, and why dips in the AI leaders remain buying opportunities.
Quantum
How Can You Trust AI When You Cannot Trust Humans?
Can you trust AI? Can you trust humans? More often than we like to admit, the answer is no. AI inherits its failures from the human records it is trained on. Sheikh Mohammed bin Rashid wrote this month that the currency the UAE is betting on is trust. This piece sets out what a trust layer has to do, shows the method on three public knowledge graphs, and lays out the post-quantum work KXCO has published so that an institution can check the claim rather than take it.
AI
How Can You Trust AI When You Cannot Trust Humans?
Can you trust AI? Can you trust humans? More often than we like to admit, the answer is no. AI inherits its failures from the human records it is trained on. Sheikh Mohammed bin Rashid wrote this month that the currency the UAE is betting on is trust. This piece sets out what a trust layer has to do, shows the method on three public knowledge graphs, and lays out the post-quantum work KXCO has published so that an institution can check the claim rather than take it.
Blockchain
KXCO's New Names, Explained
Sentinel became Portcullis, Treasury became Sovereign and Meridian became Guildhall when KXCO brought its products into one family of seven, the House, on 9 October 2026. This guide explains what each name means and where it comes from, maps every former name to the product or module it became, shows how the seven connect, and lists what did not change: the addresses redirect, the packages and the chain keep their names.
KXCO
How Can You Trust AI When You Cannot Trust Humans?
Can you trust AI? Can you trust humans? More often than we like to admit, the answer is no. AI inherits its failures from the human records it is trained on. Sheikh Mohammed bin Rashid wrote this month that the currency the UAE is betting on is trust. This piece sets out what a trust layer has to do, shows the method on three public knowledge graphs, and lays out the post-quantum work KXCO has published so that an institution can check the claim rather than take it.
Longevity
Thoughts on Thinking: Physics, Biology and Thought
Thinking is not a faculty that sits on top of the body. It is the electrochemical activity of neurons, organised into rhythms whose frequencies are set by the time constants of channels, synapses and loops. Diet, light, noise, natural settings and 40 Hz drive can shift the balance, and an MIT study of essay writing found the weakest EEG connectivity in the group using a language model. The tools and the biology work on one resource: the capacity of a named person to form and defend a judgment.
Travel
How to Retire and Grow Your Own Food
A full guide to retiring onto land that feeds you. USDA puts Ozark pasture at $3,500 an acre. Eurostat puts Latvian arable at 4,825 euro a hectare, though Bulgaria and Romania bar non-EU buyers outright. Thailand will not sell a foreigner an acre at any price. Inside: what the build really costs, which crops pay the bills, how many eggs a hen gives, how to can without killing anyone, a 36 month startup sequence, and how to check every number here.
