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Summary: The Friday news cycle brings a severe reality check regarding enterprise automation, executive compensation, and geopolitical AI theft. We analyze Meta's brutal decision to fire 8,000 employees (10% of its workforce) specifically to offset $135 billion in AI infrastructure spending, while simultaneously tracking their keystrokes and granting executives massive stock options. We deconstruct the "AI Cold War," looking at the White House memo accusing Chinese firms like DeepSeek of "industrial-scale distillation" to steal American AI data, right as DeepSeek launches its massive 1.6 Trillion parameter V4 model. Finally, we dive into the launch of OpenAI's GPT-5. ...