
Investors see ANOTHER return from Masterworks (!!!!)
Thatβs 6 sales in 7 months. 29 all time. And the performance?
16.5%, 17.6%, and 17.8%, net annualized returns on sold works held longer than one year (See all 29 at Masterworks.com)
Itβs not from stocks, private equity, or real estateβ¦ itβs from contemporary and post war art. Crazy, right?
With Masterworks, you donβt need to be a BILLIONAIRE to invest in multi-million dollar art anymore.
Historically, the segment overall has had attractive appreciation and low correlation to stocks.*
Masterworks targets works featuring legends like Banksy, Basquiat, and Picasso, identifying what they believe to have significant long-term appreciation potential, not just at the artist level but at the level of individual artworks.
As one of the largest players in the art market, with $1.3 billion invested over 500 artworks, they pass critical advantages through to their 70,000+ members to add art to their portfolios strategically.
Looking to diversify your investments in 2026?
*According to Masterworks data. Investing involves risk. Past performance is not indicative of future returns. See important Reg A disclosures at masterworks.com/cd.
βοΈ POLICY & REGULATION
China Tightens Travel Restrictions for AI Talent in Private Firms: China is implementing new travel restrictions for leading AI professionals working at private companies such as Alibaba and DeepSeek. This move is part of broader measures aimed at securing domestic technology and enhancing its competitive position against the US in the AI sector. Link
South Africa Aims for Revised AI Policy by January 2027: South Africa's communications minister has established an independent panel of experts to review a draft national policy on artificial intelligence. This move follows the withdrawal of an earlier version, which was found to include fictitious and potentially AI-generated references. Link
States
States Coordinate on AI Rules as Illinois Looks to New York and California: Illinois lawmakers are crafting AI governance proposals modeled on laws in California and New York, part of a broader effort to align state approaches and potentially shape national standards. Link
California Orders Labor Policy Review Over AI Job Displacement: Californiaβs governor directed a review of labor policies to address AI-driven workforce disruption, with a focus on worker protections, retraining, and adapting employment rules to new technologies. Link
Illinois Lawmakers Push for AI Governance: Illinois lawmakers are advocating for artificial intelligence regulation as the state weighs how to oversee the fast-changing technology. Link
Michigan Bill Targets Government AI Oversight: A proposed Michigan bill would establish clearer rules for how government entities can use artificial intelligence, aiming to bring structure to a fast-evolving policy area. Link
Virginia Warns Trump Order Could Undercut AI Law Rollout: Virginia Delegate Cliff Hayes says a Trump executive order could threaten $1.48 billion in broadband funding, potentially disrupting implementation of the stateβs new AI laws. Link
π‘οΈ SAFETY & SECURITY
Military AI: Anthropic's Red Lines in Jeopardy: Anthropic expresses concern that its established red lines regarding military AI may not endure for long, reflecting broader anxieties in the sector about the implications of AI in warfare. Link
Fortinet Boosts AI Security with NVIDIA Collaboration: Fortinet announced a 5.9% increase following the expansion of its FortiAIGate solution, leveraging NVIDIAβs AI platforms to enhance security for real-time AI workloads in data centers and the cloud. The updated solution aims to address enterprise concerns regarding AI security and data sovereignty. Link
Anthropic Co-Founder Warns of AI's Emotional Patterns: Chris Olah discusses the rapid and unpredictable advancements in AI and calls on religious leaders, governments, and civil society to guide its ethical development. Link
π° POWER & CAPITAL
Nvidia to Boost Spending on Taiwan AI Suppliers to $150 Billion Annually: Nvidia's CEO, Jensen Huang, announced plans to increase investment in Taiwan's AI suppliers, reaching up to $150 billion each year, while also committing to quadruple hiring in the region to a total of 4,000 employees. Link
Engineers' AI Tools Drive Budget Overruns in 2026: Microsoft and Uber have both exceeded their 2026 AI coding budgets within mere months, primarily due to token-based pricing models that inflate costs for tools favored by engineers. Experts recommend three key controls for CFOs to manage these expenses more effectively. Link
Anthropic Expands Enterprise AI Footprint with Acquisition of Fractional AI: Anthropic has acquired Fractional AI, entering the enterprise AI consulting space and posing new competition for Palantir Technologies. This acquisition raises questions about how Palantir's hybrid software and consulting model will measure up against Anthropic's enhanced capabilities. Link
ποΈ INDUSTRY IMPACT
China Turns Away from Nvidia AI Chips Amidst Domestic Development Push: China declined to purchase even a single AI chip from Nvidia, indicating a preference for advancing its own domestic AI industry. This reflects a broader push to build homegrown AI capabilities rather than rely on foreign suppliers. Link
Advancing Wearable Health Tech with AI Insights: This Comment discusses how artificial intelligence strategies can enhance the clinical application of multimodal wearable sensors, highlighting essential data-science challenges in the field. Link
Claude Mythos Claims to Solve ErdΕs Problem with Simple Proof: Anthropic's Claude Mythos reportedly solved the unit-distance conjecture initially disproved by OpenAI. Engineer Sholto Douglas stated that Mythos cracked the 1946 problem with a 'cute, simple proof,' marking a significant moment in AI-driven mathematical discoveries. Link
π‘ PRODUCTS & SIGNALS
Microsoft's MAI-Image-2.5 Enters Top 3 in AI Image Generation: Microsoft has advanced in the competitive AI image generation landscape with the introduction of its MAI-Image-2.5 model, now ranking among the top three in the industry. Link
Spotify's AI Tool Empowers Subscribers to Remix Music: Spotify subscribers will soon be able to use AI in collaboration with the Universal Music Group catalog to create their own remixes. This new feature is a result of a recent licensing deal. Link
Microsoft Introduces Copilot Design System for Enhanced AI Integration: Microsoft is developing the Copilot Design System, aiming to make AI interactions feel more 'humane' as it becomes integrated into Office workflows. Link
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