What is London?

Wayve plans supervised robotaxi trials in London, Tokyo, and 10 other cities on Uber, starting in 2025.

“Be deployed this year in supervised robo-taxi trials starting in London, Tokyo, and 10 other cities on Uber.”

Uber robo-taxi pilots are scheduled for London before end of 2026, marking a key geographic expansion milestone for AV deployment.

“We will have pilots for example in London before the end of the year.”

Baidu's RT6 self-driving platform is being deployed in London via a Lyft partnership, with cars already in transit and commercialization expected in 2027.

“In London we're partners with by Do. By Do has a very highly regarded self driving platform and we're just in the early days of rolling it out there. It's called an art six car. This is sort of behind the scenes stuff and it literally just rolling off boats right now and it'll be commercialized next year.”

Gold prices in USD terms are driven by Chinese yuan devaluation: when China expands domestic liquidity while holding the yuan/dollar rate stable, gold in dollars skyrockets, making the Shanghai Gold Exchange the marginal pricer worldwide.

“Now, if you assume and we're assuming this that they can maintain the level of the yuan US dollar cross, then that means that gold prices in US dollar terms are going to skyrocket as well.”

The US-UK trade deal contains a clause giving Washington a veto-like say over ownership of British steel plants, explicitly targeting Chinese ownership, a template worth watching for future US trade agreements.

“If you take a look at the trade deal between Washington London there's also such a clause saying that if you want to escape steel export t tariff and you know we have a say in who will own your steel plant targeting China again.”

Shanghai Gold Exchange: Howell identifies it as the new marginal pricer of gold globally, having eclipsed COMEX and London, making it a critical venue to monitor for gold price discovery.

“China and the Shanghai gold exchange is now the marginal pricer of gold worldwide eclipsing comx and London.”

If AMOC fails, London's projected annual temperature range widens to between minus 20C and plus 35C.

“The temperature range for London if the AMO fails is estimated to be between minus 20° C and plus 35.”

The DeepMind acquisition brought roughly one billion dollars per year of American R&D spending into London for approximately a decade.

“This was a cunning British trick to get a billion dollars of American R&D money into London per year for the next decade.”

Researcher departures from Google DeepMind's London office may signal not just talent loss but a structural shift in the center of gravity for AI pre-training moving from London to Mountain View.

“One thing I noticed with the big departures lately is that most of them are long-time Londoners leaving Google DeepMind. This would be consistent with laments I've heard about the center of gravity for pre-training slowly but surely shifting to Mountain View.”

Starlink LEO satellites may offer lower latency London-New York than undersea cables, positioning them as the next edge to be exploited in high-frequency trading.

“I think the next upcoming one perhaps it's already there is Starlink because if you have low earth orbit satellites, potentially, you can get a message from London to New York faster than you can through the underwater cable.”