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Today’s Menu

• US hemorrhages AI talent as educational system fails to prepare next generation

• Strategy's Bitcoin buying frenzy inspires corporate imitators as $330 billion treasury shift looms

Markets

TODAY IN AI

US hemorrhages AI talent as educational system fails to prepare next generation

America's long-standing advantage in artificial intelligence is rapidly deteriorating, with new data revealing a shocking equilibrium between AI experts leaving the country and those entering—a dramatic shift from just years ago when hundreds more specialists were immigrating to the United States than departing. This talent exodus signals a fundamental weakening of America's technological leadership position at precisely the moment when global AI competition is intensifying.

The causes behind this reversal are multifaceted but increasingly clear. China has evolved into a formidable AI competitor, creating sufficient opportunities that many Chinese computer scientists no longer see compelling reasons to relocate. The Hoover Institute reports that approximately half of DeepSeek's employees completed their education within China rather than pursuing international degrees—a pattern repeating across emerging tech hubs in India, the UAE, and Saudi Arabia.

Responding to this crisis, over 250 CEOs have signed an open letter advocating mandatory AI and computer science education for all K-12 students. The coalition, organized by nonprofit CSforALL, argues that universal computer science education could generate "$660 billion in economic potential every year for everyday Americans" while boosting individual student wages by approximately 8%.

This educational initiative comes amid heated debate about the future of coding education in an era where AI increasingly automates programming tasks. GitHub CEO Thomas Dohmke remains convinced of coding education's value, arguing that "we will continue to need professional developers to fix big problems that the everyday person can't, more than ever."

The timing couldn't be more critical. As multiple nations aggressively invest in developing domestic AI expertise, America's traditional advantage—built through decades of attracting global talent—appears increasingly precarious. Without systematic educational reforms to develop homegrown talent, the United States risks permanent relegation in a technology widely considered the defining competitive advantage of the coming decades.

^{Today In Crypto}

Strategy's Bitcoin buying frenzy inspires corporate imitators as $330 billion treasury shift looms

Strategy (formerly MicroStrategy) continues its relentless Bitcoin accumulation, purchasing an additional 1,895 BTC for $180 million last week and bringing its total holdings to an astonishing 555,450 Bitcoin—representing over 2.6% of the cryptocurrency's total supply and worth more than $52 billion. This aggressive acquisition program shows no signs of slowing, with the company upgrading from its original "$21 billion 21/21 Plan" to a new "42/42 Plan" targeting $84 billion in capital (split evenly between equity and debt) to fund further Bitcoin purchases through 2027.

Despite reporting a Q1 paper loss of $5.9 billion under new accounting rules, Wall Street analysts remain bullish on Strategy's approach. Bernstein maintained an "Outperform" rating with a $600 price target, while Benchmark upgraded the company to "Buy" with a $650 target, describing Strategy's approach as "audacious."

More importantly, Strategy is no longer operating in isolation. Semler Scientific added 167 BTC last week for $16.2 million, bringing its holdings to 3,634 BTC worth approximately $340 million—funded primarily through stock sales. This copycat behavior reflects Bernstein's prediction that corporate Bitcoin allocations could reach a staggering $330 billion over the next five years as cash-rich corporations increasingly adopt Bitcoin treasury strategies.

Several factors are accelerating this corporate adoption trend: Trump's pro-cryptocurrency policy shift including discussions of a U.S. Strategic Bitcoin Reserve, the SEC's reversal of SAB 121 clearing regulatory obstacles for bank custody services, and improving regulatory frameworks across the UK, EU, and Asia.

This corporate accumulation is creating a new competitive dynamic in Bitcoin markets traditionally dominated by retail investors and specialized funds. With Strategy alone controlling 2.6% of Bitcoin's total supply and projecting substantial additional purchases, questions emerge about supply concentration and price impact as more corporations potentially allocate significant portions of their treasuries to cryptocurrency holdings.

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Thanks for reading!

Until next time,

Damon James