A reminder that the explosion in prices happening right now is still the optimistic, things-resolved-quickly pricing. December oil futures are only up to $74.

Dec 26 WTI is now 44% cheaper than April 26 WTI.
That's 66% annualized carry, highest ever.
That's it, that is the tweet.

Kim BENNI

Twitter

Boris Cherny, head of the Anthropic Claude Code, announced that starting in April 2026 [...]
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