![\"Chinese](\"https:\/\/kewus.net\/yesterday\/wp-content\/uploads\/2026\/07\/Chinese-AI-model-usage-by-US-companies.jpeg\" "\\"Chinese")
<\/a><\/p>\nPaul Kedrosky:
\nChina [AI] Models Now More Than a Third of Enterprise Market<\/a><\/h2>\nChinese large language model usage among U.S. companies (on OpenRouter) has soared in the first half of 2026. After being in the low single digits through early 2025, token share rose through late 2025, then soared in 2026, and now stands at roughly 35\u201345%. Chinese models have become a mainstream routing choice for U.S. organizations, not a niche fallback.<\/p>\n
\n- Price\/performance is becoming decisive.\n
\n- Once quality is \u201cclose enough,\u201d the lowest-cost frontier-adjacent models take share quickly.\n<\/ul>\n
- Model nationality is less sticky than assumed.\n
\n- U.S. companies appear willing to route meaningful production traffic to Chinese models\n
- All it takes is a large price gap and narrowing model differences.\n<\/ul>\n<\/ul>\n
\n- Inference markets will commoditize fast.\n
\n- Token demand can migrate rapidly toward cheaper substitutes.\n<\/ul>\n<\/ul>\n
\n(Paul Kedrosky more…)<\/a><\/p>\n
\n\n![\"Nolan](\"https:\/\/kewus.net\/yesterday\/wp-content\/uploads\/2026\/07\/Nolan-Wells-via-NAACP-Instagram.webp\" "\\"Nolan")
<\/a><\/p>\n- \n
Ossiana Tepfenhart:
\nI Think Nolan Wells Was Lynched, Full Stop.<\/a><\/h2>\nReal talk, I don\u2019t blame people of color for being leery of befriending white people after reading about this.<\/em>
\n…<\/p>\nOh, and in breaking news, it appears that Nolan was filmed getting into an altercation with his \u201cfriends\u201d<\/a> on the boat trip, near the water where he was found dead.
\n…<\/p>\nSince Nolan\u2019s passing, his friends have been silent.<\/em>
\nHis friends have all deactivated their social media accounts and put their accounts on private. Social media users have been quick to point out several things:<\/p>\n\n- This is classic \u201ccircling the wagons\u201d behavior. …\n
- The boys didn\u2019t call the cops. His mother was the one to report him missing.\n
- His \u201cfriends\u201d had parents in positions of power.\n
- People already noticed that something is up. …\n<\/ul>\n
I\u2019ve looked it up, and there\u2019s a term for this: \u201csundown boat trips.\u201d<\/em>
\n(Ossiana Tepfenhart more…)<\/a><\/p>\nEdgar Sandoval @ NY Times<\/em>: ICE Officer Kills a Mexican Man in Houston<\/a><\/h2>\nDavid Edwards @ Crooks & Liars<\/em>: Trump ‘Preference’ For ‘White People’ Costs Him In Blistering Court Ruling<\/a><\/h2>\nMichael Fanone: The Insurrectionists on the Ballot<\/a><\/h2>\nAdam Johnson, candidate for Manatee County Commission in Florida, has a campaign logo. Most local candidates go with a star, a flag, an elephant or donkey, maybe an outline of the county. But Johnson went with a silhouette of himself carrying Nancy Pelosi\u2019s stolen lectern through the Capitol rotunda<\/a> \u2014 the photo that became one of the defining images of January 6th.<\/em><\/p>\n
\n- \n
Heather Cox Richardson: Letters from an American – July 7, 2026<\/a><\/h2>\nIn Ankara, T\u00fcrkiye, for a two-day summit of the countries in the North Atlantic Treaty Organization (NATO), President Donald J. Trump told reporters he was \u201cvery disappointed with NATO\u201d because it had not backed its war on Iran. …
\n…<\/p>\n
NATO is the most effective alliance in human history. It is also a defensive, not an offensive, alliance.
\n…<\/p>\n
In place of the powerful NATO alliance that has protected all nations\u2019 sovereignty, Trump appears to want the sort of world called for by Russia\u2019s president Vladimir Putin, in which great powers carve up the globe into spheres of influence.
\n…<\/p>\n
Less than six weeks after The Atlantic<\/em> published Kagan\u2019s article, Trump attacked Iran in strikes he appeared to think would mirror the strikes against Venezuela, enabling him to replace Iran\u2019s leadership with men willing to work with the U.S. and perhaps enabling the U.S. to take a stake in Iran\u2019s oil production.<\/p>\nInstead, Iran seized control of the Strait of Hormuz in the aftermath of the strikes, choking off about 27% of the world\u2019s globally traded oil and about a third of the world\u2019s seaborne fertilizer. Rather than a quick strike, Trump\u2019s war on Iran is now stretching into its fifth month, and attempts to end it, even on terms worse than when it began, are faltering.<\/p>\n
Tonight, at 5:15, as NATO leaders met in T\u00fcrkiye, U.S. Central Command announced that U.S. forces had launched \u201ca series of powerful strikes against Iran to impose heavy costs for targeting and attacking commercial shipping crewed by innocent civilians in an international waterway.\u201d It said the strikes were a \u201cresponse to Iranian attacks on three commercial vessels that were transiting the Strait of Hormuz. Iran\u2019s demonstrated aggression was unwarranted, dangerous, and a clear violation of the ceasefire.\u201d<\/p>\n
It later said it had hit more than 80 targets.
\n(Heather Cox Richardson more…)<\/a><\/p>\nJennifer Rubin: \u2018Freedom of navigation\u2019<\/a><\/h2>\nAnyone outside White House vortex of spin and lies knew the die was cast as soon as Iran demonstrated its ability to seize the Strait of Hormuz and hold the world\u2019s energy markets hostage. With that, the vaunted principle of \u201cfreedom of navigation<\/a>\u201d that the United States has stood behind not only in the Middle East but around the world was shattered. And, as we are now witnessing, a crack in a fundamental pillar of U.S. power has dire consequences for the U.S.\u2019s stature in the world and the rules-based system that has largely preserved peace and ensured prosperity for the Free World.<\/p>\n
![\"National](\"https:\/\/kewus.net\/yesterday\/wp-content\/uploads\/2026\/07\/National-Mall.webp\" "\\"National")
<\/a><\/p>\n- \n
Mitch Jackson:
\nThe Birthday Heist: How Trump’s Freedom 250 Took the Money and Lost the Crowd<\/a><\/h2>\nThey built a shell company inside a beloved charity, sold access to the President, and rerouted other people’s donations. Confusion was the business model and clarity is the antidote.<\/em>
\n(Mitch Jackson more…)<\/a><\/p>\nTyler Walicek @ truthout<\/em>: Report From House Dems: Trump Used 250th Planning to Hide Corruption<\/a><\/h2>\n
![\"Platner](\"https:\/\/kewus.net\/yesterday\/wp-content\/uploads\/2026\/07\/Platner-during-a-June-TV-appearance.avif\" "\\"Platner")
<\/a><\/p>\n- \n
Marisa Kabas:
\nWe didn\u2019t need a rape accusation to know Graham Platner was unfit<\/a><\/h2>\nRebecca Solnit: Pod Save Patriarchy (or Whatever That Sorry Platner Spectacle Was)<\/a><\/h2>\nElad Nehorai: Platner Didn’t Have To Happen<\/a><\/h2>\nHe wasn’t inevitable. He wasn’t organic. He was the result of a recruitment effort rooted in the very biases that have allowed him to stay in the race this long.<\/em><\/p>\n
\n- \n
Jess Piper: I hope we recognize the qualified people who think they can\u2019t run versus those who shouldn\u2019t<\/a><\/h2>\n
\n- \n
Michele Hornish: Investing in people and places pays off<\/a><\/h2>\n
\n- \n
Samantha Cole @ 404 Media<\/em>: Cops Say Waymo Snitched on Teens for Allegedly Drinking and Shooting a Toy Gun<\/a><\/h2>\nThe San Mateo Police Department posted on Facebook: \u201cParents do you know where your teens are? Waymo does!”<\/em>
\n
\n![\"Screenshot](\"https:\/\/kewus.net\/yesterday\/wp-content\/uploads\/2026\/07\/Screenshot-via-San-Mateo-Police-Department-on-Facebook.png\" "\\"Screenshot")
<\/a>
\n<\/center>
\n(Samantha Cole @ 404 Media<\/em> more…)<\/a><\/p>\n
\n- \n
The Shovel<\/em>: USA Through to Final Eight After FIFA Agrees To Overturn Loss To Belgium<\/a><\/h2>\nPeter Rutzler @ Times of London<\/em>: Belgium do the \u2018Trump dance\u2019 as American dream dies on home soil<\/a><\/h2>\nHans Christensen: Overturn This<\/a><\/h2>\nMary Geddry: Sometimes Karma Wears Cleats<\/a><\/h2>\nWill Sommer @ Bulwark<\/em>: MAGA Loves Trump\u2019s World Cup Meddling\u2014Until We Lose<\/a><\/h2>\nFelipe @ Borowitz Report<\/em>: How To Fix Soccer by Donald Trump<\/a><\/h2>\n
\n- \n
Christina Pagel: Last week in the US: Trump’s $2 billion year, birthright citizenship saga, and attacks on American history<\/a><\/h2>\n
\n
- \n
- Once quality is \u201cclose enough,\u201d the lowest-cost frontier-adjacent models take share quickly.\n<\/ul>\n
- Model nationality is less sticky than assumed.\n
- \n
- U.S. companies appear willing to route meaningful production traffic to Chinese models\n
- All it takes is a large price gap and narrowing model differences.\n<\/ul>\n<\/ul>\n
- \n
- Inference markets will commoditize fast.\n
- \n
- Token demand can migrate rapidly toward cheaper substitutes.\n<\/ul>\n<\/ul>\n
\n(Paul Kedrosky more…)<\/a><\/p>\n
\n- \n
- \n
Ossiana Tepfenhart:
\nI Think Nolan Wells Was Lynched, Full Stop.<\/a><\/h2>\nReal talk, I don\u2019t blame people of color for being leery of befriending white people after reading about this.<\/em>
\n…<\/p>\nOh, and in breaking news, it appears that Nolan was filmed getting into an altercation with his \u201cfriends\u201d<\/a> on the boat trip, near the water where he was found dead.
\n…<\/p>\nSince Nolan\u2019s passing, his friends have been silent.<\/em>
\nHis friends have all deactivated their social media accounts and put their accounts on private. Social media users have been quick to point out several things:<\/p>\n- \n
- This is classic \u201ccircling the wagons\u201d behavior. …\n
- The boys didn\u2019t call the cops. His mother was the one to report him missing.\n
- His \u201cfriends\u201d had parents in positions of power.\n
- People already noticed that something is up. …\n<\/ul>\n
I\u2019ve looked it up, and there\u2019s a term for this: \u201csundown boat trips.\u201d<\/em>
\n(Ossiana Tepfenhart more…)<\/a><\/p>\nEdgar Sandoval @ NY Times<\/em>: ICE Officer Kills a Mexican Man in Houston<\/a><\/h2>\n
David Edwards @ Crooks & Liars<\/em>: Trump ‘Preference’ For ‘White People’ Costs Him In Blistering Court Ruling<\/a><\/h2>\n
Michael Fanone: The Insurrectionists on the Ballot<\/a><\/h2>\n
Adam Johnson, candidate for Manatee County Commission in Florida, has a campaign logo. Most local candidates go with a star, a flag, an elephant or donkey, maybe an outline of the county. But Johnson went with a silhouette of himself carrying Nancy Pelosi\u2019s stolen lectern through the Capitol rotunda<\/a> \u2014 the photo that became one of the defining images of January 6th.<\/em><\/p>\n
\n- \n
Heather Cox Richardson: Letters from an American – July 7, 2026<\/a><\/h2>\n
In Ankara, T\u00fcrkiye, for a two-day summit of the countries in the North Atlantic Treaty Organization (NATO), President Donald J. Trump told reporters he was \u201cvery disappointed with NATO\u201d because it had not backed its war on Iran. …
\n…<\/p>\nNATO is the most effective alliance in human history. It is also a defensive, not an offensive, alliance.
\n…<\/p>\nIn place of the powerful NATO alliance that has protected all nations\u2019 sovereignty, Trump appears to want the sort of world called for by Russia\u2019s president Vladimir Putin, in which great powers carve up the globe into spheres of influence.
\n…<\/p>\nLess than six weeks after The Atlantic<\/em> published Kagan\u2019s article, Trump attacked Iran in strikes he appeared to think would mirror the strikes against Venezuela, enabling him to replace Iran\u2019s leadership with men willing to work with the U.S. and perhaps enabling the U.S. to take a stake in Iran\u2019s oil production.<\/p>\n
Instead, Iran seized control of the Strait of Hormuz in the aftermath of the strikes, choking off about 27% of the world\u2019s globally traded oil and about a third of the world\u2019s seaborne fertilizer. Rather than a quick strike, Trump\u2019s war on Iran is now stretching into its fifth month, and attempts to end it, even on terms worse than when it began, are faltering.<\/p>\n
Tonight, at 5:15, as NATO leaders met in T\u00fcrkiye, U.S. Central Command announced that U.S. forces had launched \u201ca series of powerful strikes against Iran to impose heavy costs for targeting and attacking commercial shipping crewed by innocent civilians in an international waterway.\u201d It said the strikes were a \u201cresponse to Iranian attacks on three commercial vessels that were transiting the Strait of Hormuz. Iran\u2019s demonstrated aggression was unwarranted, dangerous, and a clear violation of the ceasefire.\u201d<\/p>\n
It later said it had hit more than 80 targets.
\n(Heather Cox Richardson more…)<\/a><\/p>\nJennifer Rubin: \u2018Freedom of navigation\u2019<\/a><\/h2>\n
Anyone outside White House vortex of spin and lies knew the die was cast as soon as Iran demonstrated its ability to seize the Strait of Hormuz and hold the world\u2019s energy markets hostage. With that, the vaunted principle of \u201cfreedom of navigation<\/a>\u201d that the United States has stood behind not only in the Middle East but around the world was shattered. And, as we are now witnessing, a crack in a fundamental pillar of U.S. power has dire consequences for the U.S.\u2019s stature in the world and the rules-based system that has largely preserved peace and ensured prosperity for the Free World.<\/p>\n
<\/a><\/p>\n- \n
Mitch Jackson:
\nThe Birthday Heist: How Trump’s Freedom 250 Took the Money and Lost the Crowd<\/a><\/h2>\nThey built a shell company inside a beloved charity, sold access to the President, and rerouted other people’s donations. Confusion was the business model and clarity is the antidote.<\/em>
\n(Mitch Jackson more…)<\/a><\/p>\nTyler Walicek @ truthout<\/em>: Report From House Dems: Trump Used 250th Planning to Hide Corruption<\/a><\/h2>\n
<\/a><\/p>\n- \n
Marisa Kabas:
\nWe didn\u2019t need a rape accusation to know Graham Platner was unfit<\/a><\/h2>\nRebecca Solnit: Pod Save Patriarchy (or Whatever That Sorry Platner Spectacle Was)<\/a><\/h2>\n
Elad Nehorai: Platner Didn’t Have To Happen<\/a><\/h2>\n
He wasn’t inevitable. He wasn’t organic. He was the result of a recruitment effort rooted in the very biases that have allowed him to stay in the race this long.<\/em><\/p>\n
\n- \n
Jess Piper: I hope we recognize the qualified people who think they can\u2019t run versus those who shouldn\u2019t<\/a><\/h2>\n
\n- \n
Michele Hornish: Investing in people and places pays off<\/a><\/h2>\n
\n- \n
Samantha Cole @ 404 Media<\/em>: Cops Say Waymo Snitched on Teens for Allegedly Drinking and Shooting a Toy Gun<\/a><\/h2>\n
The San Mateo Police Department posted on Facebook: \u201cParents do you know where your teens are? Waymo does!”<\/em>
\n
\n<\/a>
\n<\/center>
\n(Samantha Cole @ 404 Media<\/em> more…)<\/a><\/p>\n
\n- \n
The Shovel<\/em>: USA Through to Final Eight After FIFA Agrees To Overturn Loss To Belgium<\/a><\/h2>\n
Peter Rutzler @ Times of London<\/em>: Belgium do the \u2018Trump dance\u2019 as American dream dies on home soil<\/a><\/h2>\n
Hans Christensen: Overturn This<\/a><\/h2>\n
Mary Geddry: Sometimes Karma Wears Cleats<\/a><\/h2>\n
Will Sommer @ Bulwark<\/em>: MAGA Loves Trump\u2019s World Cup Meddling\u2014Until We Lose<\/a><\/h2>\n
Felipe @ Borowitz Report<\/em>: How To Fix Soccer by Donald Trump<\/a><\/h2>\n
\n- \n
Christina Pagel: Last week in the US: Trump’s $2 billion year, birthright citizenship saga, and attacks on American history<\/a><\/h2>\n
\n - \n
<\/a><\/p>\n - \n
- Token demand can migrate rapidly toward cheaper substitutes.\n<\/ul>\n<\/ul>\n
- Inference markets will commoditize fast.\n