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OpenAI’s $852B Shock, AI Job Collapse & Artemis Moon Mission | Ricker and Bon #426

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A $122 billion funding round just valued OpenAI at $852 billion, with $2 billion in monthly revenue and nearly 1 billion weekly users, marking the moment AI stopped being a startup category and became global infrastructure.Five weeks into an Iran-linked oil disruption, the Strait of Hormuz remains constrained, crude markets are tightening, and companies like Amazon are already passing through a 3.5% fuel surcharge, while equities continue to hover near highs.Inside the enterprise, 2026 is shaping up as the year AI gets audited. Experimentation budgets are being replaced with ROI mandates, and vendors that cannot prove real productivity gains are already on the chopping block.At the same time, new research suggests quantum machines may be closer than expected to breaking modern encryption, forcing governments and corporations to accelerate post-quantum migration years ahead of schedule.And in a sign of what AI is enabling at the edge, a single founder in Los Angeles has built a company approaching a $1.8 billi