Ricardo
@Ric_RTP • 41,230 subscribers
Private content partner to finance & tech founders | $50M+ in value generated for 35+ clients | I like to share my honest thoughts, don't take it personally
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Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?
Ricardo2,923,464 views • 10 days ago
In 19 days, a jury in Oakland is going to decide whether the entire legal foundation of the AI industry is built on fraud. Everyone thinks the Musk vs Altman lawsuit is a billionaire grudge match. Two egos, one grudge, a $150 billion damages number designed for headlines. Easy to dismiss. Easy to scroll past. That's exactly what Altman wants you to think. Because what's actually on trial on April 27 is something much BIGGER than Elon's hurt feelings... A jury is going to decide whether you can legally take billions of dollars in nonprofit donations, use them to build the most valuable technology in human history, and then quietly convert that nonprofit into a for-profit company worth $850 billion. If the answer is no, the entire AI industry has a problem. Because OpenAI is not the only company that did this: Anthropic was founded by OpenAI defectors using the same nonprofit-first mission language. xAI pitches itself as building AI "for humanity." Every frontier lab has used the moral cover of "we're doing this for the good of the world" to attract talent, capital, and regulatory goodwill they would have never gotten otherwise. An Elon win doesn't just touch OpenAI. It creates a legal precedent that every AI company built on a nonprofit or public benefit promise becomes vulnerable to shareholder and donor clawback suits. That's why this case matters. And that's why Altman is panicking. Just look at what he did this week: Elon filed a motion demanding the court remove Altman and Brockman from their roles and FORCE OpenAI to return to its nonprofit origins. Then he amended the suit to say if he wins the $150 billion, all of it goes to OpenAI's charity arm. Not him. Zero dollars to Elon personally. That amendment was surgical. It stripped Altman of his entire public defense. He can no longer claim this is about Elon's ego or Elon's bank account. Elon is now legally on record saying he just wants the mission back. OpenAI's response was to panic-write a letter to the California and Delaware attorneys general asking them to investigate Elon for "anti-competitive behavior." Their strategy chief publicly accused Elon of coordinating attacks with Mark Zuckerberg. They called the lawsuit "harassment driven by ego and jealousy." That's NOT the response of a company that thinks it's going to win. Real companies with real defenses don't ask the government to silence the person suing them 3 weeks before trial. They let the evidence speak. OpenAI is scrambling because they know what's in discovery. Elon's team has been building this case for two years. Emails, board minutes, internal conversations about the conversion. The kind of paper trail that juries understand and executives can't explain away. And the timing couldn't be worse... OpenAI is trying to IPO at $852 billion. They just raised $122 billion. Microsoft has $135 billion of exposure to them. A jury verdict that even partially sides with Elon in late April or May would crater the entire IPO runway and send shockwaves through every major AI investor on Earth. This is why Altman spent the last 2 weeks doing press tours and policy blueprints and "super intelligence agendas" aimed at Washington. He's trying to REFRAME himself as the responsible statesman of AI right before a jury decides if he's a con artist. Most people will watch this trial start and think it's celebrity drama. The smart money is watching it and realizing that the legal foundation of the AI boom is about to be tested in court for the first time EVER. And if that foundation cracks, everything built on top of it is at risk.
Ricardo27,870,410 views • 1 month ago
This Google insider just revealed what AI is actually being used for behind closed doors. It has nothing to do with chatbots. Mo Gawdat was a senior executive at Google for over a decade. He watched AI get built from the inside. He was in the rooms, in the labs, in the government meetings in China that almost no Western executive was allowed into. And he just went on Diary of a CEO and said things that no active tech executive would ever be allowed to say publicly: "What the general public sees about AI is overhyped but ineffective. What the real geeks see inside the lab is genuinely world-changing." The public gets chatbots and AI-generated videos while the labs are building autonomous weapons systems, military targeting technology, real-time surveillance infrastructure, and self-improving code that rewrites itself every microsecond without human oversight. As Mo put it: "As we speak, we are living in two major wars where AI is doing most of the killing." He talked about Palantir's CEO Alex Karp openly celebrating how his targeting technology identifies and eliminates people. He talked about the next generation of autonomous weapons costing $20,000 each, meaning any government with a $50 billion defense budget can literally rain drones on every corner of the planet. And as you remember, Anthropic was offered a $500 million military contract to allow their AI to be used for human targeting and surveillance. They refused and walked away from the money. OpenAI took the contract the following week. Mo's response: "You have to start observing who is actually behaving in a way that makes AI work for humanity, and who is behaving in a way that makes AI work for their share price." Now this is where it gets really interesting... In Mo's documentary Chasing Utopia, Altman literally says directly on camera: "I suspect that AI is likely going to end humanity, but we're going to create a lot of interesting companies in the process." That is the CEO of the most powerful AI company on Earth saying that he suspects his OWN technology will end the human race and then shrugging it off because the business opportunity is too good to pass up. Mo's prediction for the next decade: War, economic collapse, mass unemployment, surveillance expansion, and an absolute concentration of power at the top unlike anything in modern history. His prediction after that is if humanity survives the next 10 years, AI will eventually create a world of abundance where intelligence solves every problem we currently face. But the path between here and there is what terrifies him. And the men building the technology know exactly what they're doing. Do you think he's just exaggerating for attention, or is there truth in this?
Ricardo191,919 views • 2 days ago
Trump just got exposed for running the biggest insider trading operation in American history. Nancy Pelosi traded $5 million in stocks and Congress lost its mind. Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President. His ethics filing just dropped and the numbers are genuinely unprecedented in history: Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million. That's roughly 60 trades PER DAY. While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling. Now here's where it gets really insane: On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell." Dell stock surged 14.6% that day to an all-time high of $263.99. Since Trump's February purchase, Dell is up 96%. And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history. So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high And that's just ONE stock... The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta. He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia. He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise." Intel jumped 3% in after-hours and is now up 140% year-to-date. He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense. He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker. He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions. Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't. His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades. The White House says the portfolio is "independently managed." But here's what independently managed looks like: Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high. Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips. Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake. Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform. Nancy Pelosi got absolutely destroyed for her husband's stock trades. Her husband's total disclosed trades in his most controversial year were worth roughly $5 million. Trump just disclosed up to $750 MILLION in a single quarter. While making the actual policy decisions that move these stocks. This isn't a left or right issue. We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses. What do you think?
Ricardo2,074,194 views • 17 days ago
Trump was about to sign the biggest AI executive order in history. CEOs flew to Washington and the pens were ready. But then ONE phone call killed the whole thing. And the guy who made that call literally owns 449 AI companies. Here’s what happened: On Thursday, every major tech CEO in America was either in Washington or on their way. Sam Altman, Sundar Pichai, Satya Nadella, Mark Zuckerberg, and more. The White House had invited them to watch Trump sign an executive order that would have given the federal government up to 90 days of access to test the most powerful AI models before they were released to the public. It would have created a coordinated response to AI-enabled threats against banks, hospitals, and critical infrastructure. The order had been in development for months. White House staff believed everyone was on board. Then at some point, David Sacks called the President directly. Sacks is the venture capitalist who served as Trump’s AI and crypto czar until March 2026. His firm Craft Ventures holds stakes in 449 companies with AI products. The New York Times investigated his portfolio and found he remained invested in hundreds of AI companies despite divesting from some holdings. A government ethics expert at Washington University called his ethics waivers “sham waivers” that were “like a presidential pardon in advance.” On Thursday morning, Sacks told Trump the executive order could slow AI development and hand China the lead. He argued that the voluntary review process could one day be made mandatory. His pitch was simple: Regulate AI, lose the race. Elon Musk called Trump with the same message. So did Mark Zuckerberg. Three billionaires who collectively own or invest in the majority of America’s AI infrastructure called the President in the span of a few hours and told him NOT to regulate their industry. Trump walked into the room where the ceremony was supposed to happen and told reporters he didn’t like the order. Pulled the plug on the spot. Now here is the part that makes this truly insane: The executive order was VOLUNTARY. Companies did not have to submit their models. There was no licensing requirement, mandatory approval process, or penalties for non-compliance. The government was simply asking to look at frontier AI models before they went live so they could test for dangerous capabilities. And even THAT was too much. Politico reported that White House officials believed Sacks supported the order all the way through the review process earlier that week. He raised zero objections during the meetings. Then on Wednesday night, he suddenly had concerns. By Thursday morning, the order was dead. The draft leaked to Axios on Friday. Now every AI company in America is operating in a policy vacuum because nobody knows what rules apply. The national security team that spent months writing the order got overruled in 12 hours by a phone call from a man who profits directly from the industry staying unregulated. But the companies that killed it are the ones building the most powerful systems with the least oversight. Musk’s xAI and Zuckerberg’s Meta AI are both developing frontier models. And both called the President to make sure nobody gets to test those models before release. David Sacks officially LEFT his White House role in March 2026. But on Thursday morning, one phone call from a private citizen with 449 AI investments was enough to override months of national security policy work and cancel a presidential executive order hours before it was signed. Nobody elected David Sacks or can vote him out. And he just decided what the rules are for the most powerful technology on Earth...
Ricardo466,683 views • 9 days ago
Amazon just got caught running a secret price manipulation operation with Levi's, Home Depot, Walmart, and many more. Every time you "comparison shopped" online, you were looking at prices that were already rigged. Here's what happened: Amazon would monitor prices on Walmart, Target, Best Buy, Home Depot, and Chewy in real time. The second a competitor listed a product cheaper than Amazon, they'd contact the brand directly and tell them to "fix it." And the exact emails are now PUBLIC. Amazon sent Levi's links to two Walmart listings with the subject line "styles of concern." They basically said the prices on Walmart are too low and we have a problem. The next day, Levi's responded: "I talked to Walmart and they have partnered with us to take Easy Khaki Classic fit back up to ladder SPP price, $29.99 immediately." Levi's literally called Walmart and told them to raise the price. Because Amazon told Levi's to make the call. Walmart complied. Then Amazon matched the HIGHER price. Both retailers ended up charging more. The customer paid extra. Nobody competed. Same playbook with Hanes: Amazon sent them links showing Target and Walmart prices were lower. Hanes confirmed they "reached out to Target and Walmart to have the prices increased." Target increased the prices. Walmart increased the prices. Amazon kept their margins. But it gets even worse... Amazon told Allergan (the company that makes eye drops) that their product was "suppressed" on Amazon because it was cheaper on another site. Allergan responded: "Walmart got their price back up to $16.99." Amazon then unsuppressed the listing. They did this with pet treats on Chewy. Furniture on Home Depot. Products across dozens of categories spanning YEARS. The mechanism is simple but terrifying: If you're a brand and you sell cheaper on Walmart than on Amazon, Amazon suppresses your product, removes you from the Buy Box, buries you in search results, and effectively makes you invisible to 300 million customers. Brands can't afford that. So they call Walmart and Target and say "raise your prices or we'll lose our Amazon listings." Walmart and Target comply because they need the brand's products. Amazon captures 40 cents of every dollar spent online in America. That gives them the leverage to set prices across THE ENTIRE internet. Not just their own platform. So turns out, you were never comparison shopping. You were looking at a coordinated price floor set by Amazon through backroom phone calls between brands and their competitors. "Amazon is working to make your life more unaffordable." 3 separate antitrust trials are now scheduled for 2027. The FTC has its own case. 18 states plus the DOJ are piling on. This is literally happening during the WORST affordability crisis in a generation. Groceries up 25% since 2020. Housing unaffordable. Wages flat. And the largest ecommerce company on Earth has been secretly coordinating with brands to make sure you can't find a cheaper price ANYWHERE. "Competition" in retail is just a fantasy.
Ricardo2,912,774 views • 1 month ago
Warren Buffett just warned that the US dollar could collapse and admitted he doesn't understand most of the stock market anymore. 95 years old, sitting on $380 billion in cash, and the first time watching from the sidelines instead of actively investing. And what he revealed at this weekend's Berkshire shareholder meeting is genuinely concerning: On the market, Buffett didn't hold back. He compared it to "a church with a casino attached" and said the casino has never been more packed. On one-day options: "That is not investing. It's not speculating. It's gambling. Totally." He pointed to the Avis short squeeze THIS WEEK. A rental car company that's been around for 50 years getting meme-squeezed in 2026. The same behavior that blew up retail traders with GameStop is back, except now it's hitting boring legacy companies with zero business being volatile. "We have lots more regulation now, but people spend their time figuring out how to get around the rules rather than follow the rules." That one sentence explains more about the current market than every CNBC segment combined. When asked why he's hoarding $380 billion instead of investing it, Buffett said something no one expected: "I understand fewer of the businesses as a percentage of the whole than I did 10 years ago. I have not learned new industries for some years. I'm not going to have an edge on a whole bunch of younger people that have actually grown up with it." Think about what he's actually saying... This is a man who made $140 billion by understanding businesses better than anyone alive. And he's telling you the current market is so detached from reality that even HE can't make sense of what's being valued and why. He quoted IBM's Tom Watson Sr.: "I'm smart in spots and I stay around those spots." In 60 years of managing money, he said MAYBE five were "really juicy." Five out of sixty. That means 92% of his career was spent WAITING while everyone else gambled. And he still ended up richer than all of them. Then the conversation turned to inflation and that's where it gets really interesting: Buffett said America is "not immune" from runaway inflation. He brought up countries that went bankrupt "six or seven times" in his lifetime. Compared today to right before Volcker had to rescue the dollar, when Americans were borrowing at 12% to buy farmland earning 6% because they believed the dollar would disappear. "Cash is trash" was the mentality. Nebraska farmers collapsed because of it. Entire communities wiped out not by a recession but by a BELIEF that the currency was dying. And Buffett sees that same energy building again. Then someone asked the question everyone wanted answered: Do you see a crash coming? "If you saw it coming, it wouldn't happen. The things people are talking about and thinking about? It's not going to happen. But there are things that can come out of the blue." He compared it to the assassination of Archduke Franz Ferdinand in 1914 that triggered World War I. Nobody was discussing or anticipating it. But it changed the world overnight. "That's particularly true now because of the things that can come out of the sky." A 95yo man who has survived every crash, every war, every crisis of the last six decades just told you the market is a casino, the dollar isn't safe, and the real collapse will be something nobody sees coming. $380 billion in cash is his answer because he believes things are about to get much worse.
Ricardo1,642,934 views • 1 month ago
Sam Altman just revealed he put his ENTIRE liquid net worth into one company to reverse aging. The company is called Retro Biosciences. He put $180 million of his own money as the seed round. Then he came back for a $1 billion Series A. The company is now valued at $5 billion. Here's what they're building: Retro is working on something called partial cellular reprogramming. The basic idea is that your cells can be rewound to a younger state without turning them all the way back into stem cells. You stay you, but your biology gets younger. Most diseases are diseases of age. 20yo rarely get sick the way 80yo do. So instead of fighting cancer, Alzheimer's, and heart disease one by one, what if you just made the cells younger so those diseases never develop in the first place? That's the bet. One solution that cuts through EVERYTHING. And here's where AI enters the picture: OpenAI built a specialized model called GPT-4b micro specifically for Retro's research. They used it to redesign the proteins responsible for turning adult cells back into stem cells, a technique that won the Nobel Prize when it was first discovered. The original method was painfully slow. Worked on fewer than 1 in 1,000 cells. OpenAI's AI-designed proteins made the process 50 TIMES more efficient. Cells that used to take 3 weeks to reprogram were doing it in 7 days. And the AI came up with protein modifications so radical that human scientists would never have tried them, some differing by over 100 amino acids from the originals. Altman said AI compressed years of biological research into a fraction of the time. Retro's CEO said the model delivered results faster and better than any human-led effort they'd attempted. They've already started human trials for a drug targeting Alzheimer's. But here's the part that should make everyone stop and think... Altman also revealed that GPT-5 was specifically upgraded to handle healthcare queries. People are already uploading their medical records, asking about symptoms, and getting real answers. He told a story about taking a picture of a skin issue and ChatGPT correctly diagnosing it and offering to prescribe medication on the spot. Doctors at hospitals across the country are secretly using it at home because their workplaces don't have HIPAA-compliant versions yet. Every clinic he visits tells him the same thing: Every doctor here uses ChatGPT, they just can't admit it publicly. His prediction is that within 10 years, every person on Earth will have access to BETTER healthcare than the best healthcare anyone can get today. Think about this for a second... The CEO of the world's most powerful AI company put every dollar he had into an anti-aging startup. Then he built a custom AI model exclusively for that startup's research. That model produced results 50x better than anything humans achieved. And simultaneously his main product is being quietly adopted by the entire medical profession without official approval. OpenAI is becoming the backbone of a healthcare revolution that most people haven't even noticed is underway. The billionaire longevity race used to be an irrelevant sidequest. Bezos put some into Altos Labs. Zuckerberg and Thiel backed similar ventures. Nothing serious. But Altman's approach is different because he has something none of them had: An AI capable of doing the actual science faster than human researchers ever could. If Retro's cellular reprogramming works at scale, the first generation of people who get to live significantly healthier and longer lives might already be alive today. And Altman is barely talking about it, I wonder why.
Ricardo651,490 views • 16 days ago
This is the most aggressive government seizure plan since World War II. Bernie Sanders just proposed taking HALF of OpenAI, Anthropic, and xAI's stock. Yesterday he published an op-ed in the New York Times announcing the American AI Sovereign Wealth Fund Act. The bill would impose a one-time 50% equity tax on the largest AI companies in the country, paid in stock, not cash. The federal government would get voting shares and equal board representation at every company targeted. He named OpenAI, Anthropic, and xAI specifically. The government would have the legal power to block corporate decisions that harm citizens and to force policies that benefit the public. Revenue from the fund would go directly to Americans as payments and toward healthcare, education, and housing. This landed the same day Anthropic confidentially filed for an IPO. OpenAI's S-1 goes public in August. SpaceX, which merged with xAI in a $1.25 trillion deal, filed for a $1.8 trillion listing on May 20 targeting June 12. Sanders dropped this bill at the exact moment every major AI company is most vulnerable to public narrative: Right in the middle of their IPO roadshows, right when investor sentiment is everything. But here's what makes this genuinely insane... Every single company he named has publicly ENDORSED the exact idea he's proposing. OpenAI published a paper calling for the creation of a "public wealth fund that provides every citizen with a stake in AI-driven economic growth." Anthropic's CEO Dario Amodei publicly backed "national sovereign wealth funds with stakes in AI companies." Elon has called for "universal high income via checks issued by the federal government" as the best way to deal with AI-driven unemployment. Even Trump signed executive orders gesturing toward creating an American sovereign wealth fund. Sanders took every statement these companies made when they were trying to sound responsible and turned it into legislation. He is literally using their own words against them. And now every single one of them will lobby against the bill they publicly asked for. OpenAI will say it threatens innovation. Anthropic will say the timing is premature. Elon will call it communism on X. The same executives who published white papers about sharing AI wealth with humanity will spend millions making sure it never actually happens. That contradiction is the entire story: These companies understood years ago that the public would eventually demand a share of AI's wealth. So they got ahead of it with carefully worded statements about sovereign wealth funds and public ownership that sounded generous but carried zero legal weight. It was PR, positioning, and designed to delay exactly this moment. The bill almost certainly won't pass. But it forces every AI CEO into the most uncomfortable position possible: Publicly arguing against the policy they publicly endorsed. And every word of that argument will be on the record right as they're asking public investors to buy their stock. What do you think?
Ricardo28,236 views • 1 day ago
The Yale professor who accurately predicted the entire Iran war just said World War III is about to start with 90% certainty. He explained exactly how it starts, who triggers it, and why NOBODY can stop it. Professor Jiang made 3 predictions in 2024 that all came true: 1. Trump would win the election 2. He would start a war with Iran 3. The US would lose that war Now he has made 8 NEW predictions and every single one is terrifying... The war in Iran was never about Iran. It was about saving the US dollar. America's empire runs on the petrodollar where every country must use dollars to buy oil. But when America froze $200 billion in Russian assets after Ukraine, it told the world the dollar is a political weapon. So Russia, China, and Iran started building a trade bloc to ditch the dollar entirely. These 3 countries cover the entire Asian continent and can build railways connecting their economies while cutting America out. Trump's plan was to bomb Iran's leadership and watch them surrender like Venezuela did in January. But Iran is a mountain fortress with 92 million people and 31 independent armies across 31 provinces each designed so no single strike can wipe them out. 6 weeks in, decapitation failed. Iran closed the Strait of Hormuz, attacked US bases across the Gulf, and started charging ships $2 million per crossing to fund their war. And here's where it becomes a world war... Russia's grand strategy is the Third Rome doctrine. If Iran falls, Russia's southern border is exposed and both Russia's trade corridor and China's Belt and Road run directly through Iranian territory. Losing Iran means permanently losing access to the Middle East and Africa. So Russia enters the war. When Russia enters, China follows. They reinforce Tehran from east and north, provide financing, and Russia puts Iran under its nuclear umbrella taking tactical nukes completely off the table. Professor Jiang put the probability at 80 to 90%. And while the world watches the Middle East, North Korea is making its move: The US pulled THAAD missile defense out of South Korea for Iran operations. Seoul sits 20 minutes of artillery from the North Korean border with 25 million people exposed. North Korea doesn't even NEED to attack. They just threaten. South Koreans are rich with everything to lose. North Koreans have nothing to lose. Simple extortion. Nobody is coming to help because America is stuck in the Middle East. But the prediction that will BREAK the internet is this one: Trump gets a THIRD term. Professor Jiang laid out two constitutional loopholes. First is Trump runs as VP under Don Jr. or Vance, they win, the president steps down, Trump takes over through succession. The 22nd Amendment bans being elected president more than twice but says nothing about becoming president through succession. The second option is even simpler: By 2028 America is at war on multiple fronts with a draft in effect so Trump invokes emergency war powers and delays the election just like Zelensky did in Ukraine. And the draft is already real. Automatic registration starts in December. Males 18 to 24 are entered into the system automatically. The Department of War literally PUBLISHED the playbook online: - Secure the Western Hemisphere as US territory which explains Greenland, Canada, Venezuela, Cuba, Panama - Force NATO to fight Russia - Strangle China through maritime choke points - Convert civilian factories into weapons production (the Pentagon already told Ford and GM to prepare to STOP making cars and start making munitions) His final advice was genuinely one of the realest things I've heard all year: We will need leaders. Not politicians or billionaires. Average people who knock on their neighbor's door during a blackout and say let us figure this out together. Because when empires collapse, and he believes America's collapses within 10 years, the people who survive built community before they needed it.
Ricardo919,761 views • 27 days ago
America's most powerful CEOs have been advising Xi Jinping's university for YEARS. And the Pentagon just opened investigations into this. Tim Cook, Elon Musk, Mark Zuckerberg, Jensen Huang, Satya Nadella, Jamie Dimon, and Larry Fink. All of them sit on the advisory board of Tsinghua University in Beijing. The same university that trains China's military AI leadership and the same university the US Defense Counterintelligence Security Agency officially flagged in 2018 for seeking export-controlled American materials. Tim Cook joined the board in 2013 and became its chairman in 2019. He's been running it for 7 years. The story only broke this week because Jensen Huang quietly joined the same board, and somebody finally connected the dots on who else was already sitting at the table. Tsinghua isn't a normal university: It runs 8 military research labs on its campus. It has signed a formal strategic cooperation agreement with the Chinese Navy. And its leadership has publicly committed to advancing the CCP's strategy of military-civilian fusion in artificial intelligence. Tsinghua-affiliated researchers have contributed to Chinese hypersonic weapons, fourth-generation nuclear weapons technology, and advanced semiconductor breakthroughs. A House investigation last year named the university as one of the primary pipelines transferring American research into China's defense industrial base. This is the institution being advised by the men who run Apple, Tesla, Meta, Nvidia, Microsoft, JPMorgan, and BlackRock. The board has existed since 2000. The names on it have been publicly listed on Tsinghua's OWN website the entire time but nobody in Washington raised a single public concern for years. Senator Jim Banks said he is launching an investigation. Laura Loomer filed a formal complaint with the Department of War. But here's the BIGGER question this exposes... The US government has spent the last four years building the most aggressive technology export control regime in modern history. Banning Nvidia chips from China, blacklisting Chinese tech companies, indicting smugglers, and spending billions to prevent AI from reaching the Chinese military. In March, the co-founder of Supermicro - Nvidia's biggest hardware partner - got charged for smuggling $2.5 billion in Nvidia servers to Chinese buyers through a Southeast Asian shell company. And the entire time these controls were being built, the CEOs being asked to comply with them were listed as advisors to the school the controls were designed to protect against. On a public website for anyone to see. Either every administration since George W. Bush knew about this arrangement and said nothing. Or nobody in Washington bothered to check a publicly available advisory board list for over a decade. Both options are equally insane. And now look at the timing: Jensen Huang flew to Beijing with Trump in May. Days after he returned, he accepted the Tsinghua board seat. He did this while simultaneously sitting on Trump's Council of Advisors on Science and Technology and while Nvidia chips remain BANNED from sale to China. And he's not making a private career decision here. This is a man being used as a diplomatic asset between Washington and Beijing while pretending the export controls he publicly supports actually work. The same logic applies to every name on that board: Tim Cook is not advising Tsinghua as a hobby, Larry Fink is not on that board for academic interest, Jamie Dimon is not flying to Beijing for the food. These men have spent years operating the most powerful informal diplomatic channel between American capital and the Chinese state - listed publicly and hiding in plain sight the entire time. And the only reason anyone is talking about it now is because Jensen Huang joined three days ago but failed to keep it a "secret."
Ricardo73,279 views • 3 days ago
The real reason the US is invading Venezuela goes back to a deal Henry Kissinger made with Saudi Arabia in 1974. And I'm going to explain why this is actually about the SURVIVAL of the US dollar itself. Not drugs. Not terrorism. Not "democracy." This is about the petrodollar system that has kept America the dominant economic power for 50 years. And Venezuela just threatened to end it. Here's what really just happened: Venezuela has 303 billion barrels of proven oil reserves. The largest on Earth. More than Saudi Arabia. 20% of the entire world's oil. But here's the part that matters: Venezuela was actively selling that oil in Chinese yuan. Not dollars. In 2018, Venezuela announced it would "free itself from the dollar." They started accepting yuan, euros, rubles, anything BUT dollars for oil. They were petitioning to join BRICS. They were building direct payment channels with China that bypass SWIFT entirely. And they were sitting on enough oil to fund de-dollarization for decades. Why does this matter? Because the entire American financial system is built on one thing: The petrodollar. In 1974, Henry Kissinger made a deal with Saudi Arabia: All oil sold globally must be priced in US dollars. In exchange, America provides military protection. This single agreement created artificial demand for dollars worldwide. Every country on Earth needs dollars to buy oil. This lets America print unlimited money while other countries work for it. It funds the military. The welfare state. The deficit spending. The petrodollar is more important to US hegemony than aircraft carriers. And there's a pattern of what happens to leaders who challenge it: 2000: Saddam Hussein announces Iraq will sell oil in euros instead of dollars. 2003: Invaded. Regime change. Iraq's oil immediately switched back to dollars. Saddam lynched. The WMDs were never found because they never existed. 2009: Gaddafi proposes a gold-backed African currency called the "gold dinar" for oil trade. Hillary Clinton's own leaked emails confirm this was the PRIMARY reason for intervention. Email quote: "This gold was intended to establish a pan-African currency based on the Libyan golden Dinar." 2011: NATO bombs Libya. Gaddafi sodomized and murdered. Libya now has open slave markets. "We came, we saw, he died!" Clinton laughed on camera. The gold dinar died with him. And now Maduro. With FIVE TIMES more oil than Saddam and Gaddafi combined. Actively selling in yuan. Building payment systems outside dollar control. Petitioning to join BRICS. Partnered with China, Russia, and Iran. The three countries leading global de-dollarization. This isn't coincidence. Challenge the petrodollar. Get regime changed. Every. Single. Time. Stephen Miller (US homeland security advisor) literally said it out loud two weeks ago: "American sweat, ingenuity and toil created the oil industry in Venezuela. Its tyrannical expropriation was the largest recorded theft of American wealth and property." He's not hiding it. They're claiming Venezuelan oil BELONGS to America because US companies developed it 100 years ago. By this logic, every nationalized resource in history was "theft." But here's the DEEPER problem: The petrodollar is already dying. Russia sells oil in rubles and yuan since Ukraine. Saudi Arabia is openly discussing yuan settlements. Iran has been trading in non-dollar currencies for years. China built CIPS, their own alternative to SWIFT with 4,800 banks in 185 countries. BRICS is actively building payment systems that bypass the dollar entirely. The mBridge project lets central banks settle trades instantly in local currencies. Venezuela joining BRICS with 303 billion barrels of oil would accelerate this exponentially. That's what this invasion is really about. Not stopping drugs. Venezuela accounts for less than 1% of US cocaine. Not terrorism. There's zero evidence Maduro runs a "terror organization." Not democracy. The US supports Saudi Arabia, which has zero elections. This is about maintaining a 50-year-old agreement that lets America print money while the world works for it. And the consequences are terrifying: Russia, China, and Iran are already denouncing this as "armed aggression." China is Venezuela's biggest oil customer. They're losing billions. BRICS nations are watching a country get invaded for trading outside the dollar. Every nation considering de-dollarization just got the message: Challenge the dollar and we will bomb you. But here's the problem... That message might accelerate de-dollarization, not stop it. Because now every country in the Global South knows what happens if you threaten dollar hegemony. And they're realizing the only protection is to move FASTER. The timing is insane too: January 3rd, 2026. Venezuela invaded. Maduro captured. January 3rd, 1990. Panama invaded. Noriega captured. 36 years apart. Almost to the day. Same playbook. Same "drug trafficking" excuse. Same real reason: control of strategic resources and trade routes. History doesn't repeat. But it rhymes. What happens next: Trump's press conference at Mar-a-Lago sets the narrative. US oil companies are already lined up. Politico reported they've been approached about "returning to Venezuela." The opposition will be installed. Oil will flow in dollars again. Venezuela becomes another Iraq. Another Libya. But here's what nobody's asking: What happens when you can no longer bomb your way to dollar dominance? When China has enough economic leverage to retaliate? When BRICS controls 40% of global GDP and says "no more dollars"? When the world realizes the petrodollar is maintained by violence? America just showed its hand. The question is whether the rest of the world folds or calls the bluff. Because this invasion is an admission that the dollar can no longer compete on its own merits. When you have to bomb countries to keep them using your currency, the currency is already dying. Venezuela isn't the beginning. It's the desperate end. What do you think?
Ricardo4,610,957 views • 5 months ago
Walmart is selling you an unprofitable TV that watches everything you do and reports it back to their $6.4 billion advertising machine. And the TV literally won't turn on until you give them permission. This is one of the most sophisticated consumer surveillance operations in history and 150 million people walk into their stores every single week with no idea it's happening. Here's the full story: In December 2024, Walmart bought Vizio for $2.3 billion. Everyone assumed it was about selling more TVs. But it had nothing to do with TVs. Vizio's TV hardware business was actually LOSING money, posting a $6.7 million loss in its final quarter as an independent company. The advertising division made $115.8 million in profit that same quarter. Walmart bought 19 million living rooms - not a TV company. In March 2026, Walmart flipped the switch. Every new Vizio TV now requires a mandatory Walmart account before you can access any smart features. No account, no streaming apps. Without signing in, your TV is useless. The moment you create that account, something called Automatic Content Recognition activates. ACR runs silently in the background, taking screenshots of everything displayed on your screen and comparing them against a database to identify exactly what you're watching, second by second, across 700 TV networks and over 100 streaming apps. It knows what you watched, when you watched it, how long you watched it, and what you did afterward. Now here's the part that makes this genuinely unprecedented in the history of retail: Walmart ALREADY knows what 150 million Americans buy every week. They know your grocery habits, your clothing preferences, your pharmacy purchases, your financial behavior through Walmart Pay, and your location data from the app. But what they couldn't see was the 4 to 6 hours a day Americans spend staring at their television screens. By connecting your Walmart account to your Vizio TV, they've closed that loop. They can now prove that you saw a 30 second ad for gardening soil Sunday night and bought that exact brand at Walmart Monday morning. L'Oréal is already signed on as a launch partner for this kind of targeting. The math on this is just insane: Walmart Connect, their advertising arm, generated $6.4 billion last year with 46% year-over-year growth. Advertising runs at 70 to 90% profit margins compared to traditional retail's 3 to 4%. Their CFO admitted that ads and membership fees already account for one-third of Walmart's total operating income. The advertising business is now more important to Walmart's bottom line than entire product categories in their stores. And they're just getting started. Analysts calculated that Walmart's ad revenue currently represents only 1% of total sales. Amazon's ad business runs at 8% of sales. The gap between where Walmart is and where Amazon is represents roughly $50 billion in untapped advertising revenue. The Vizio deal is the bridge to get there. This is WHY they're selling certain TVs at a loss. When you break down the $2.3 billion acquisition across 19 million households, Walmart paid $121 per living room. A lifetime of behavioral viewing data from a household that also shops at Walmart is worth infinitely more than that. The cheap TV is a trojan horse. Vizio has already been fined $2.2 million by the FTC for secretly collecting viewing data on 11 million TVs without consent. The Texas Attorney General sued them for "spying on Texans." Walmart bought them anyway and made the surveillance MANDATORY. The company that built its empire promising everyday low prices is becoming the most powerful advertising platform in the world, and the TV in your living room is the entry point. What do you think?
Ricardo425,342 views • 21 days ago
JPMorgan's CEO Jamie Dimon just said a financial crisis is coming. Bond yields just hit historic levels in the US, UK, Germany, and Japan simultaneously. The last time this happened was right before the 2008 financial crisis. And Dimon just confirmed that $5 to $6 TRILLION in leveraged loans are sitting out there right now and the companies holding that debt are going to have a very hard time refinancing at current rates. The equity values of those companies would be "considerably less" and a lot of those borrowers didn't hedge for higher rates. Then he said he personally would NOT buy credit spreads at these levels. The CEO of the largest bank in America just told you he thinks corporate debt is mispriced and he would not touch it with his own money. Then the interviewer asked about AI and everyone forgot he said it. Jamie Dimon warns about a recession every single year but this is the first year where the numbers are actually proving him RIGHT: 3 days ago the 30-year Treasury yield hit 5.2%, the highest since 2007. The 10-year is sitting at 4.62%. The US government has $31 trillion in public debt and the average interest rate on that debt is 3.5%. They cannot refinance a single dollar of it at a lower rate than what they are currently paying. And they have $9.7 trillion in securities maturing THIS YEAR that needs to be rolled over. Meanwhile the new Fed Chairman Kevin Warsh was just sworn in on Friday. Traders are now betting there will be ZERO rate cuts for the rest of 2026 and the probability of a rate HIKE is rising. The Iran war has pushed oil to four-year highs. Inflation reaccelerated in April to the highest annual rate in three years. And private credit defaults just hit a record high with a 9.2% default rate in their US private credit portfolio. Dimon laid out exactly how this plays out: He said sentiment can flip overnight and specifically named the crashes of 1973, 1982, 1994, and 2000 and said the setup before each one looked exactly like this. Everyone confident, everyone buying, liquidity everywhere. Then something shifts and people want cash. And when people want cash they sell risky assets at precisely the wrong time. Liquidity disappears at the exact moment everyone needs it. And he also told you where the money is going: JPMorgan had 35,000 employees in New York when he took over. Now it has 26,000. Texas went from 12,000 to 33,000. He said in the 1970s, New York had 120 Fortune 500 companies. 60 of them left in a single decade because of taxes and crime. And when the interviewer asked about the new NYC mayor raising taxes on the wealthy, Dimon basically told him to his face that the erosion has already started. The capital is already leaving. So let's put this together: - Bond yields at 19-year highs - $9.7 trillion in government debt to refinance this year - $5-6 trillion in leveraged corporate loans that cannot refinance at these rates - Private credit defaults at record levels - Inflation reaccelerating - No rate cuts coming - A Fed chairman who hasn't even settled into the chair yet - The CEO of America's biggest bank saying he would not buy corporate debt at current prices - And the same CEO quietly moving his bank out of New York Every single one of these signals was present before the crashes Dimon himself named.
Ricardo186,057 views • 11 days ago
This Wall Street insider just exposed the secret doomsday escape plans of AI billionaires. 1 in 3 billionaires has a fully funded plan to abandon civilization when things collapse. They meet their pilots at Oakland airport, board a Gulfstream 650, fly to New Zealand, and disappear into a bunker that cost tens of millions to build. And this isn't some conspiracy theory. There's literally PROOF: Sam Altman told The New Yorker he stockpiles guns, gold, potassium iodide, antibiotics, batteries, water, and gas masks from the Israeli Defense Force. He owns a patch of land in Big Sur he can fly to when society breaks down. His backup plan is flying with Peter Thiel to Thiel's compound in New Zealand. Peter Thiel became a New Zealand citizen in 2011 after spending only 12 days in the country. He bought a 477-acre estate for $13.5 million and submitted plans for a bunker-style compound embedded into a hillside with a 1,082-foot glass-lined guest lodge for 24 people. Mark Zuckerberg is building a 5,000 square foot underground shelter beneath his $270 million compound in Hawaii. Blast-resistant doors made of metal and concrete, its own energy and food supplies, and an escape hatch accessible by ladder. Every construction worker signed an NDA and different crews were forbidden from speaking to each other. Larry Page, co-founder of Google, quietly disappeared to Fiji during the pandemic. He reportedly bought at least one private island in the Mamanuca archipelago. When local media reported his presence, Fijian authorities ordered the article taken down. Scott Galloway sat with one of these billionaires who walked him through his entire exit strategy step by step. His response: "You don't think your pilots are going to kill you and fuck your wife? You don't think the people in New Zealand are going to come take the rich guy's shit?" But here's the thing that really matters... These are the SAME people building AI. The same founders telling Congress that AI will cure cancer have already decided they're leaving when it goes sideways. Galloway confirmed a secondhand account from someone close to one of these AI CEOs. The CEO admitted he believes there's a 7 to 10% chance AI results in a catastrophic event for humanity. And he doesn't care because being the person who summoned this intelligence is "more consequential than whatever happens." These billionaires don't use public healthcare. They have concierge medicine delivered to their living room. Their kids attend $75,000 per year academies while public schools spend $10,000. They fly private. They have private security instead of police. Galloway's words: "The 0.1% are no longer invested in the well-being of America. They've totally dissociated because they're sequestered from it." And the incentives to reach that level are so extreme that founders will make ANY decision necessary to get there. Galloway called it the Darth Vader pipeline. Every tech CEO follows the same arc: Sam Altman was "the gay son we all wanted." Soft spoken, testifying before Congress about safety. Now he's subpoenaing nonprofits that criticize OpenAI and telling people to stop complaining about energy costs. Galloway on all of them: "These guys would sleep with their cousin for a nickel." The next chosen hero is Dario Amodei at Anthropic. Galloway says he'll follow the exact same path because the system makes it inevitable. Then he dropped his most dangerous prediction: He thinks there's a 1 in 3 chance AI ends up like jet transportation, vaccines, or PCs. Technologies that changed civilization but where NO group of companies ever captured serious shareholder value. The entire airline industry across all of history is at break even. Moderna is down 90%. AI models are converging. Open weight Chinese models are free and a third of corporations are already using them. His prediction: Go short the AI ecosystem. The winner of AI might be us, the users. Not the companies. And if he's right, the domino effect is terrifying... 40% of the S&P is tied to AI. Most GDP growth over the last two years came from AI capex. So if corporations start dropping OpenAI and Anthropic for free Chinese models, the entire market could crash. This is just like the Chinese steel dumping in the 80s: Flood America with cheap AI, kneecap the companies propping up the stock market, then trigger a recession without firing a single shot. The billionaires building AI have escape plans ready. They've detached from society entirely. They know there's a real chance this ends badly and they're building it anyway. Every tech hero turns villain on a shorter timeline. And the financial system is so dependent on AI valuations that one move from China could bring it all down. And we're still trusting these people to self-regulate. What do you think?
Ricardo539,586 views • 1 month ago
Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
Ricardo208,061 views • 13 days ago
Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.
Ricardo1,387,965 views • 2 months ago
The CEO of Google DeepMind just admitted that if the decision had been his, we would've cured cancer before anyone ever used ChatGPT. And that's not even the scariest thing he said on a recent interview. Demis Hassabis is one of the most important people alive in AI. He won the Nobel Prize last year for AlphaFold, the system that cracked the 50 year protein folding problem. 3 million scientists now use his tool. Almost every new drug being developed will touch it at some stage. In a new interview, he was asked about the moment ChatGPT launched and Google went into "code red." His answer was one of the most revealing things any AI leader has ever said on the record: "If I'd had my way, I would have left AI in the lab for longer. Done more things like AlphaFold. Maybe cured cancer or something like that." Read that again. The man running Google's entire AI division is publicly saying the commercial AI race we're all living through was a MISTAKE. That the industry got hijacked by a chatbot when it could have been solving the biggest problems in science and medicine. His vision was simple: Build AI slowly, carefully, like CERN. Use it to crack root node problems one at a time. Cancer. Energy. New materials. Let humanity benefit from real breakthroughs while the foundational science was figured out over a decade or two. Then ChatGPT dropped in November 2022 and everything changed. Demis described what happened next as getting locked into a "ferocious commercial pressure race" that none of the labs can escape from. On top of that, the US vs China dynamic added geopolitical pressure. The result is everyone sprinting toward products instead of breakthroughs, shipping chatbots while the scientific opportunity gets buried under marketing cycles and quarterly earnings. But he's not saying progress isn't happening... He's saying the progress got redirected away from the things that actually matter most. And then it got even scarier: Because when Demis was asked what he worries about with AI, he laid out two threats. The first is what everyone talks about: Bad actors using AI for harm. Terrorist groups. Hostile nation states. Cyberattacks at scale. But that's not the threat he's most worried about. His second worry is AI itself going rogue. Not today's models. The models coming in the next two to four years as the industry enters what he calls "the agentic era." Systems that can complete entire tasks autonomously. Systems that are increasingly capable and increasingly hard to control. His exact words: "How do we make sure the guardrails are put in place so they do exactly what they've been told to do, and there's no way of them circumventing that or accidentally breaching those guardrails? That's going to be an incredibly hard technical challenge if you think about how powerful and smart and capable these systems eventually get." A Nobel Prize winner who runs one of the 3 most advanced AI labs on Earth just said publicly that within two to four years, we're entering a phase where AI alignment becomes a real problem, and the technical challenge of solving it is enormous. And almost nobody is paying enough attention. He called for international cooperation between labs, AI safety institutes, and academia to tackle the problem. He said this is the thing even the experts aren't thinking about enough. He said the only way to get through the AGI moment safely is if everyone starts treating this with the seriousness it deserves. Most AI CEOs give you careful PR answers about "responsible development" and move on. Demis said something different... He said the commercial race FORCED us into a premature deployment of a technology we barely understand, and the window to get alignment right before the next generation of agents shows up is two to four years. If the man who built the system that might cure cancer is telling you he wishes it had happened first, maybe we should listen to what he says is coming next.
Ricardo930,433 views • 1 month ago
Trump is about to lock 157 million Americans out of their own bank accounts. Treasury Secretary Scott Bessent confirmed an executive order forcing every US bank to collect proof of citizenship is "in process." And he just doubled down: "If Treasury and the banking regulators say it's their job, it's their job." This sounds irrelevant but here's what this really means: Per the Congressional Research Service, only 48% of Americans hold a US passport. That leaves over 170 million Americans without one. REAL IDs don't count. Driver's licenses don't count. Social Security cards don't count. Per Wall Street Journal reporting, banks will need a passport or birth certificate. The Brennan Center found 21.3 million voting-age US citizens don't have documents proving their citizenship easily available. These are Americans who are about to lose access to their own bank accounts. And here's the thing: The order applies to new AND existing customers. Banks could be forced to close accounts of people who can't produce documents. Your 78-year-old grandmother born at home in 1948. Your naturalized dad who lost his papers 30 years ago. Your cousin mid-passport renewal. The official story is that this stops illegal immigrants from accessing banking. But the actual reality: Illegal immigrants can't open US bank accounts anyway. Know Your Customer rules already require SSNs or ITINs. The existing system ALREADY blocks what this order claims to block. So who does this actually target? The half of Americans without a passport. Rural Americans. Elderly Americans born before centralized record-keeping. Black Americans in Southern states where birth records were historically unreliable. Low-income Americans who can't afford $225 for an expedited passport. The American Action Forum, a center-right think tank, estimates this adds 33 to 73 million paperwork hours and $2.6 to $5.6 billion in compliance costs. Guess who pays those costs? You do. Through fees. Through closed accounts. Through denied loans. Bessent's defense quote: "I have a place in the UK, they want to know who lives in every apartment." Bessent's net worth: $600 million. He has a "place in the UK." He will not be affected by this. So this isn't really about immigration. For the first time in American history, access to the banking system would be conditioned on proving citizenship to the federal government. That creates a permanent database linking every American's finances to their citizenship status. Once that database exists, it gets used by ICE, voting enforcement, tax enforcement, Social Security, and future administrations for purposes nobody has announced yet. Every future government gets the keys to decide who has a bank account based on paperwork. And Wall Street's reaction tells you everything: Bank execs privately called it "unworkable" and "a complete nightmare." One researcher called it "a way to weaponize the banking system to achieve political ends." They're not pushing back because they love immigrants. They just KNOW the compliance costs are catastrophic and half their customers will walk. Tom Cotton also introduced a companion bill in March making it a federal crime for any unauthorized person to "open or maintain a US bank account." Maintain. Meaning existing accounts. These things are literally being drafted right now. I'm surprised that all of this went under the radar.
Ricardo757,159 views • 1 month ago
Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?
Ricardo423,077 views • 28 days ago