Mfs paying $26K for a rotating car platform to... avoid doing a three-point turn in their driveway 26 thousand dollars to skip a 20-second maneuver Pretty sure nobody in this industry is doing outbound The guy manufacturing this thing is probably selling it through word of mouth and a shitty website There is zero structured acquisition between him and the owners of $10M+ villas whose driveways are too narrow for their Brabus That's what an untapped niche looks like A market where there's capital, demand, and ZERO digital or commercial sophistication The ultra-premium home automation installer doing $100K+ systems in luxury villas The custom wine cellar builder doing $80-150K installations with climate control, lighting, humidity management, custom racking The guy building private golf simulators for residences at $50-250K a pop Safe room manufacturers doing $150-500K installations in UHNW residences with ballistic doors, satellite comms, autonomous ventilation, secure storage High-end landscapers building $500K-2M gardens for private estates, reshaping entire plots of land with natural pools, century-old trees transplanted at $50K each, invisible irrigation systems Nobody is doing structured origination for any of them The pattern is always the same A product or service with a massive ticket size A UHNW or HNW client base And very low commercial sophistication Most people will scroll past this video on TikTok and think "wtf rich people are insane" But the mf who's thinking about printing cash sees this video and thinks "who makes this, how do they sell it, and how do I plug into their pipeline" Every video of rich people spending money on insane shit is free market research An infinity pool at $400K A home cinema at $300K A private car elevator at $150K Each of these products has manufacturers behind it Each manufacturer in these niches is running a business with zero structured acquisition Which means each business is a potential mandate While you're fighting to sell cold email to SaaS companies at $50/month with 45 competitors on every deal, there's a guy in a workshop in Lombardy building custom furniture at $200K per order who has NEVER received a single prospecting email in his lifeshow more

Two posts in one day calling for the end... of John Cleese. One says he has allied himself with the darkest forces in Britain and has become the caricature he once mocked. The other, from a Muslim outlet, argues plainly that he should be de-platformed by respectable institutions. De-platformed. Respectable institutions. Say those words slowly and try to hear how they would have landed in 1972. The man co-wrote a film so blasphemous the BBC would not touch it, that was banned outright in Norway and by councils across England, and that two bishops went on television to denounce while he sat there and let them. Life of Brian survived the actual Church of England. It is now being reviewed by a newsletter. And the accusation is that he has become the caricature he once mocked, which is a remarkable sentence to write about a man whose entire body of work was aimed at exactly this. The Ministry of Silly Walks was a joke about a government department funding nonsense with a straight face. Now we have men in offices deciding which comedians remain permissible, and doing it with no jokes at all. At least the Ministry had the decency to be funny. Let me be fair, because I am always fair, and because being fair is what makes the rest of this land. Criticism is not censorship. Both of those men have every right to say Cleese is wrong, tasteless, or past it. That is speech. Nobody owes an 86 year old comedian applause. But there is a hard line between you are wrong and you should not be permitted to speak, and one of those posts crossed it in the headline. The first is an argument. The second is an eviction notice. And notice what the eviction is actually for. He said things about a religion. Not about a person. A religion, which is a set of ideas, and ideas do not have rights. People do. In England you can still say anything you like about the Church of England, and Cleese made a career of it, and nobody drafted a newsletter about respectable institutions. Here is what is wrong with Britain, and I say it with real affection because I am going there next month. A country that gave the world Magna Carta, the common law, and the funniest people who have ever lived has developed the habit of asking whether a joke is allowed. That question has an answer over here. John, if it gets any worse, come to America. Say every single thing you think. Say the wrong ones. Say the ones that would end you at home. Nobody will de-platform you and nobody will send a constable. Bring the silly walk. We have room. 🦋show more

All of those people who constantly cry about “cancel... culture” are at it again cancelling a company called Liberty Safe. This comes after they spent months trying to cancel Bud Light. These people will say, “but we are justified,” and they are not. That’s not how this works though. People boycott and “cancel” companies and people when they feel there is a justification to do it. It doesn’t mean that it has to be justified in your mind, but it is in theirs. It’s just so hypocritical to me when people attack others for canceling companies but they go ahead and do the exact same thing themselves. For those who aren't familiar with this story, the Liberty Safe company gave a passcode to the FBI so that they could access a suspected criminal's safe. There was a search warrant issued on the criminal's home where the safe was located. What do you think? Do you support cancel culture? Do you only support it when it’s in your best interest, or do you support it no matter who it is?show more

Two girls, arms overhead all day, plastering a ceiling... in perfect sync and it makes them around $12,000 a month between them, mostly from filming it. Anyone who's done overhead work knows it's the worst position in the trade — arms up, neck back, shoulders burning inside ten minutes. Most people tap out. These two do it for hours, side by side, matching each other's pace like they share a brain. That's the thing you can't look away from: not just that it's two women on a ceiling, but that they're in rhythm doing the part everyone else dreads. Here's why the pair matters more than people think. A solo worker is a clip you watch once. Two people moving in sync — no talking, just anticipating each other — is a relationship, and relationships are what turn a viewer into a follower. You're not watching a task get done. You're watching a partnership work, and that pulls people back for the next one. The money runs three ways off one phone. Their calendar stays booked because homeowners watch the finish and hire them at full rate, zero ad spend — the video sells the work. Tool and material brands pay $3 - 5k a post to get their gear in genuinely skilled hands. And views, often 5-10 million a clip, stack payouts on a phone one of them wedges on a bucket. Neither of them edits. They film the shift, hand it to AI, it grabs the tightest synced stretch, cuts it to the beat, captions, schedules. They're onto the next room before it posts. The reframe for anyone doing hard work: the part of your job that's physically brutal — the part you assume nobody wants to see — is exactly what people respect watching. Struggle that looks effortless is magnetic. Doing it in sync with someone else doubles it. Do you work with someone you're so in sync with you barely need words? Drop it below — I'm breaking the best ones down next.show more

Elon Musk is building a data center that no... grid has to power and no county has to approve. Musk: “Think of it as a rack of compute in space.” Orbital hardware has always been custom. Each satellite is its own program, its own team, its own decade. SpaceX’s AI1 satellites are copies of each other. Each is built around a single Nvidia NVL72, the same rack-scale architecture running the largest data centers on the ground, redesigned to fly. Space stops being a program and becomes an inventory. Designing for orbit made the rack simpler and cheaper than the ground version, so SpaceX plans to run the space design in terrestrial data centers too. Racks alone have never made a data center. A thousand of them in a building with no network between them is a thousand computers. The interconnect is what turns them into one machine. Training a frontier model means moving enormous volumes of data between processors without pause, and the whole system runs at the speed of its slowest link. That is why the fabric between chips is fought over as hard as the chips themselves. Musk: “And then you can connect these racks of compute to either each other by the laser links, or directly to the Starlink constellation.” Light moves through glass at about two thirds of its speed in a vacuum, and fiber optic cable is glass. Every backbone route and undersea cable on Earth pays that tax. A laser between two satellites pays nothing. Over long distances, an orbital link arrives sooner than the same run in fiber. Orbit was supposed to be a trade, unlimited power in exchange for a worse network. The network is faster. The compute plugs into a delivery layer that is already finished. Thousands of satellites are up there right now carrying laser links, terminating at ground stations and dishes across most of the planet. The last mile was built years before the thing it delivers existed. Anyone else attempting this needs the rocket, the satellite bus, the solar manufacturing, the laser mesh, the ground network, and a supply line to a chipmaker. SpaceX had five of them before the project had a name. None of it was built for this. Starlink existed to sell internet subscriptions. The lasers existed so those subscriptions would work over open ocean. Starship existed for Mars. Nobody planned this. It assembled itself out of problems solved for other reasons. That is what twenty years of hard engineering leaves behind. Every previous expansion of human capability ran on a resource sitting inside somebody’s borders. Coal, oil, water, land. Sunlight in orbit belongs to nobody and never runs out. Compute still has an address. A building in Virginia, a substation, a county that had to approve it, a grid connection someone waited four years for. He is describing a version that only has an altitude.show more

Unpopular opinion about El Salvador. A TON of workers... here are lazy as hell and i do hope this message reaches many Salvadoreños in the United States. You leave the job site, little will get done and yes tools and materials will disappear. I said it. If you’re going to build a home, start a business, or just hire a few helping hands for that side project, get ready to fire fast. Put in systems of checks and balances, hire solid management, use cameras, and lock up materials. If you have the time or money you or someone you really trust must manage the project on SITE. I’ve hired thousands of people throughout the last few 6 years while personally living in 9 Latin countries and El Salvador has been one of the hardest to work in. El Salvador also happens to be my favorite country at the moment with my favorite people. It’s beautiful, small, has a Chuck E cheese for my daughter but most important, it’s safe for my family. So why is it so damn hard to work with people here? I think it’s because of the civil war. This is going to sound crazy coming from a president of a non profit but free money destroys people. It enables them. It ruins their will to work ultimately creating a lazy and slothful person Over 2.5 million people from El Salvador live in the United States. MANY of them send money every 2 weeks to their aunts, uncles, brothers and sisters, nieces and nephews to “help” them. This has turned into dependency. It has created a cycle of entitlement rather than self-sufficiency. “Why would I work for 10 hours in the sun when I can tell my aunt that I need money for medicine?” There are kids here with no desire to self educate, no desire to work, because they’re sucking the tit of their families in the United States or Canada. 2 of my hardest workers who show up early, never miss a day are these two men in this video. No arms, and an elderly who just wants to work. Their speed compared to a young healthy man is slow in comparison but their will and desire to work is unwavering. They’re inspiring. They are happy at work. They don’t complain. They’re not rich working for me but they are ok. I believe they are hard workers because they were never a part of a welfare system given to them from family in the states. I also believe that the civil war has created a massive divide between the wealthy and the poor. Maybe this already existed but chatting with enough people you can put 2 and 2 together. The socioeconomic divides between the wealthy and the poor. Certain families growing incredibly rich over the suffering of the lower class. People have lost trust, they’ve lost hope. Their views on money and rich people are shaped by past experiences of being taken advantage of. People are sick and tired of making $75 per pay period in the farms of El Salvador. I know that’s a whole other discussion. How do we fix this? I don’t know but I know my mission with casa conejo is to inspire others to work their asses off and to get paid by the sweat of their brows. I want to create a micro economy that allows the poor of the poor to grow! To break the cycle of poverty. To shatter the idea of “we can’t make it in El Salvador” We can and we will by working our asses off and getting paid what we deserve. Once we’re open a percentage of profits will go towards these workers. The rest back into our projects of building schools, running our women’s shelters, feeding the elderly. Let’s do thisshow more

🚨BREAKING: Another ICE agent has been caught on video... illegally pointing a firearm at a U.S. citizen, in Lemonwood, California. In the video, an unmarked ICE vehicle is stopped in the middle of the road… no vehicles are in front of it, and nothing is preventing them from driving forward. Instead of continuing to drive down the road, the ICE agent is blocking a pickup truck from turning, while pointing a gun, out their window, directly at the driver of that truck. The truck backs up, but the agent still keeps the firearm pointed at the driver. Only AFTER people begin honking their horns does the agent lower their weapon, and drive away. The law states that pointing a firearm at someone is considered a serious threat of deadly force. It is only justified when an officer has an objectively reasonable belief that they are facing an immediate threat of death, or serious bodily harm. It is not legally allowed to be used to control traffic, and it is not legally allowed to be used as intimidation. And that’s exactly why this video should be alarming to you. The agent is not boxed in… nothing is preventing them from driving down the street. Meanwhile, the agent is the one preventing the truck from continuing its turn. And they are doing so while pointing a gun at the driver. So, the question becomes… What immediate threat justified the ICE agent to stop their car, and point a firearm at a U.S. citizen? Because we are seeing a growing pattern, of publicly documented incidents, where ICE agents point firearms at legal observers, journalists, and bystanders during enforcement encounters… when they are not facing an immediate threat of death. That is not how public safety works. Pointing a firearm at someone is one of the most serious things an officer can do, because it instantly escalates an encounter into a potential deadly force situation. And that is exactly why the law is supposed to restrict it. Every unnecessary drawn gun increases the risk of a wrong judgment, and a fatal mistake. And when there is no accountability, for when that line gets crossed, drawing a gun because the normal for every situation. And when it becomes normal, more people’s lives are put in danger.show more

wait what?? Seedance 2.0 went crazy with this prompt... 🦾 This is real early 2000s home video footage shot on a VHS camcorder at a crowded public swimming pool. The video has the typical grain, color, and soft quality of consumer video from that era. The camera is very shaky and handheld, filming from the side of the pool. On the diving board there is a very fat man wearing a homemade jetpack made out of what looks like metal tubes and bottles strapped to his back. A group of people around the pool are cheering and laughing, hyping him up. The guy runs and jumps off the diving board, then activates the jetpack mid-air. He manages to fly a few meters forward over the pool, but the jetpack starts struggling under his weight. He slowly loses height and ends up crashing into the water with a big splash. Right after he falls in, another fat guy with a mullet haircut jumps into the pool holding a can of beer. He swims over to the guy with the jetpack, who is still half-floating with the device on, and hands him the beer. The jetpack guy takes it and starts drinking while still in the water. Everyone around the pool goes crazy cheering and laughing at the whole scene. The camera movement is extremely shaky and reactive the entire time, with constant motion, motion blur during the jump and the crash, and the typical imperfections of someone filming with an old camcorder in a crowded place. There are several fast, unplanned cuts as the person filming tries to follow the chaos. Natural sound only: people cheering and laughing, the sound of the jetpack, the big splash when he crashes, and general pool ambience recorded with the camcorder microphone. The result must feel like authentic raw early 2000s home video of someone casually filming an absolutely ridiculous moment at a public swimming pool. Now is your turn! Tweak it and share it 🫡show more

I made over 2.5 million dollars this past week... betting sports. Yes, it sounds easy. Yes, it sounds simple. But the truth is, this is the result of years of obsession, discipline, and grinding at my craft. I spent four straight years playing poker 18 hours a day. That was my entire life. Wake up, play poker, think about poker, sleep, repeat. That level of focus is how I became one of the top players in the world and made over 10 million dollars playing poker. Poker built my foundation. Discipline, risk management, emotional control, and the ability to perform under real pressure. But the reality is, there are no billionaires in poker. There are billionaires in sports betting. So I went all in on sports betting and walked away from poker completely. I took everything I learned and built this the right way. I hired the best analysts and handicappers in the world, people I met through poker, and brought them together under one operation. Because of the platform I’ve built, these guys make more money working with me than they ever could on their own. That is how I’m able to operate at an extraordinary level and consistently win at a very high rate. Winning 2.5 million dollars in a week is incredible, and I’m grateful, but I’m not satisfied. I’m constantly sharpening my edge and building something bigger. My vision is to turn this into a nine figure a year business. I truly believe I’m on the path to becoming a billionaire one day. I think back to being a kid, dreaming of being a professional gambler, having a gambling themed bar mitzvah, and looking up to my father, one of the best poker players in the world. This path has been inside me for a long time. Today, my entire life revolves around becoming the best sports bettor possible. I wake up thinking about it, go to sleep thinking about it, and live it every single day. Grateful for the journey. Let’s keep going.show more

An overlooked dimension in Syria’s analysis is personal and... emotional for the rebels: the longing for home and family reunification. In this multilayered event, the uprising of the displaced is clear. Since the offensive began, Syrian timelines are filled with videos of families reuniting, tears, collapses, and overwhelming emotions. Many of the fighters I have seen in videos are from displaced communities, separated from their homes and families for over a decade and fighting to go back to their towns. In this video, a rebel leader from Hama, prepping fighters from Homs to fight for their city: “Like I was happy to meet my family today (voice shaking), each of you will see your mother.” This motivation is a real one: “everyone of you will see his mother...” This is by no means the full picture or the only motivation. It's only a single aspect of it, but it’s a crucial one that deserves to be highlighted on its own to build the complex big picture of what's happening. I added another video from a list I'm compiling of videos of people reuniting with their families or places.show more

Since v14, FSD has this weird obsession with moving... from the inner lane to the outer lane during a left turn. For me, it happens on every two-lane left turn. And it does it in a very jerky, dangerous way — even if it means cutting in front of another car, FSD will still insist on doing it. Is this because FSD is more afraid of hitting the curb at the corner than of getting rear-ended by someone else? This really feels like a serious bug to me. I’m not sure whether it’s because the model is overfitted to avoid curbs during turns, or because it was trained to always end up in the rightmost lane after a left turn. I honestly don’t know, but I really hope this gets fixed soon.show more

Unfortunately, true to their usual ways, Russians decided not... to figure out what is actually happening in Kyiv, but instead started shouting from every platform that these are protests against corruption, that this is a struggle against Zelensky. “Shock! Zelensky’s regime is about to collapse!” and other insane nonsense. Perhaps it would do Russians good to broadcast on their TV channels the very chant that is being heard at the protests against Zelensky: “We need a Russian-slayer.” In other words, “we need to kill Russians.” Fedorov is about corruption. Fedorov is about kickbacks on drones. From the very beginning of coming to power, Fedorov, like a madman, started making money from fundraising, from drone purchases, making money from kickbacks, making money from bribes for promoting “his own people.” In the end, Fedorov’s best friend, a man by the last name of Konotopskyi, lives in Dubai, and his companies manufacture drones that are now being promoted as much as possible by the Ministry of Defense. Naturally, purchases of these drones are made from Konotopskyi’s manufacturers using money provided by the West. The kickbacks are enormous. The profits are 50 to 100 million dollars a month. Naturally, when that kind of money is at stake, every possible method is brought into play to stir up the protests. On Zelensky’s side, this is simply an attempt to redirect the flow of money, to channel millions of dollars toward people in his own circle. This is simply a battle over money, a battle between complete bastards. Fedorov is a thief and a bastard who made Sternenko - a murderer and a thief - his adviser, and who helped turn Sternenko from a marginal thief into a millionaire. How foolish and superficial must those Russians be who keep shouting that Zelensky is getting rid of a technocrat? A technocrat for what? So that he can kill you more effectively? So that he can blow up your oil refineries more effectively? The funniest part of this whole situation is how Russians and their opinion leaders—the very people who now fill my entire social media feed - are presenting it. You people are genuinely ridiculous😂😂😂show more

Syria - Deirezzor, Al Bukamal For observers wondering why... the Islamic State seems to gain more popularity across Syria - it is worthwhile to take a look at what is happening in Syria outside of the narratives pushed by STG media and its supporters. This the central market in Al Bukamal where the residents are fighting each other over the rights to sell their goods at the market. The economic collapse of Syria under the Syrian Government is causing a significant tensions among residents of Syria; here they translated into literal brawls over the rights to sell goods at the market to secure their livelihoods. The Islamic state is exploiting these circumstances; promising the residents a secured livelihood under Islamic laws. An escape from the crisis - when hunger strikes and the crisis unfolds, people will go with the alternatives offered. This isn’t an isolated incident - such brawls have been reported from all major cities and areas across Syria; it’s simply not reported in the media.show more

I'm not a MultiversX $EGLD maximalist. There are many... other chains that I like and resonate with for different reasons, like $XNO, $XMR, $SUI $ALGO, $XRD, $DASH, $ADA, $AVAX, $BCH, $NEAR etc. However, I believe Multiversˣ has the biggest asymmetry at this point. And for that, I mean, not only looking at egold from an investment perspective (which is also true, with massive growth potential, in my opinion), but also (and much more) from an ecosystem perspective. The ecosystem is still small and super welcoming to active contributors. Starting to contribute now, or building something within the ecosystem now, offers a huge asymmetric reward for the long run if MultiversX grows as much as I think it could. This, of course, is also a sort of bet and has its risks, but the risk-reward ratio is positive from my assessment and this is precisely what I'm doing. Anyone building a reputation, a brand, a business, or simply a network around MvX, now, is positioning for the future. This is the most valuable asymmetry in my opinion. Even bigger than simply buying EGLD, which I also believe will be very rewarding soon, but anyways. Build something. Whatever that is. Start now. What's your opinion about what I said here?show more

As I sit here in DC this week, we... are closer to something I was not sure I would ever see. I have been working in this industry since 2015. For most of those years, the defining feature of crypto in Washington was not policy. It was the absence of it. A gray zone where serious people built serious things under a constant cloud, never quite sure which rules applied or whether the ground would move beneath them. This week the CLARITY Act sits on the Senate calendar. A federal framework for digital asset market structure, the thing this industry has wanted for the better part of a decade, is closer than it has ever been. It is not law yet, and there are real hurdles left. But the distance between where we stood a few years ago and where we are sitting today is hard to put into words. I keep thinking about the work that got us here. Over the past year I watched Chainlink move from outside these conversations to inside them. Sergey at the White House for the signing of the GENIUS Act. The Department of Commerce putting government economic data onchain. Meetings with the SEC that became real interpretive guidance. Conversations with the lawmakers now writing the rules. None of that happens by accident. It happens because people keep showing up, year after year, and make the case in rooms where it is not yet obvious. And there is something fitting in it. The entire premise of what we build is verification. Making truth provable. Removing the question of what is real. The work here in DC is the same thing in a different form. Trading a decade of ambiguity for something the industry has never actually had. We are not at the finish line. But sitting here, it is hard not to feel the weight of it. The gray zone is ending. What comes next is something this industry has never had. Clarity.show more

This guy built a visual scanner that reads 468... points on his face and 42 points on his hands from a regular webcam and turns them into a cloud of thousands of particles right between his palms. Inside, MediaPipe and TouchDesigner are linked: the first captures hands and face from the webcam with high accuracy, the second turns those coordinates into a live plane and feeds it into a POP system that instantly generates a swarm of particles in the shape of a head. No studio, no render farmer, no VR headset. Just a laptop, a webcam, and 1 TouchDesigner session. And traditional VJ studios keep teams of 5 people on a setup with lighting, custom hardware, and commercial plugins, while his expenses are only a TouchDesigner subscription and a regular USB camera. One laptop runs MediaPipe and TouchDesigner simultaneously, holds the camera stream at 60 FPS without drops, and in parallel processes 468 face points + 21 points on each hand. The camera captures frame after frame, MediaPipe in real time sends TouchDesigner the finger coordinates and face geometry, and the POP operator inside the engine translates those numbers into thousands of particle points with colors from bright pink to gold. This setup immediately defines the role of the tool and the limits of its autonomy. It knows where the fingertips are at every moment of the frame. It knows how to read the face geometry at any angle to the camera. It knows how to draw a swarm of particles between them with the right color and contour. → MediaPipe pulls 468 points from the face and 21 points from each hand, 60 times per second → TouchDesigner receives those coordinates, builds a virtual rectangle between the fingertips, and feeds it into the POP system → POP generates thousands of particle points in the shape of a head, coloring them in a gradient from bright pink to gold → The HUD layer adds green corners and a blue neon frame, styling the image like an AR interface → All layers assemble into 1 real-time frame that projects back onto the video in the camera window → The final image is recorded to a file or broadcast to a projector for a live installation And only when the guy spreads his hands wider does the plane between the palms stretch; brings them together, it narrows. Otherwise the system runs on its own. And when he moves from his home room to a concert hall, the same laptop with the same webcam launches the same TouchDesigner session in just 5 minutes, without reconfiguration, without a new team, and without a single line of new code. In his work setup there is no studio of his own and no team for assembly. On the desk sits a laptop with a webcam, on top run MediaPipe and TouchDesigner with POP operators, and the same setup through a USB camera moves to any concert without a new configuration. Out of everything I have seen this year, this is the cleanest Creative Coding setup on 1 laptop: 0 render farms, 0 studio lighting, and between them 3 libraries, thousands of particle points, and 1 webcam.show more

Why Having a Satellite Network is So Important In... 2023, the Russians were about to close a deal with a certain North Korean MLRS, but the deal fell through exactly because the North Koreans, +20 years ago, had revolted against Russian opposition to their nuclear program and switched from GLONASS to BeiDou. Only few years ago, the NK returned to Glonass and started converting their equipment to work with dual GNSS guidance. But why did the deal sour? Because the Chinese did not authorize the use of their satellites in the Ukraine conflict. The same problem occurred with the Belarusian POLONEZ MLRS, which uses missiles based on Chinese technology. Today, Iran has switched from GPS to BeiDou, aiming for greater resistance to jammers and integration with Chinese systems. This shows that a missile program is much more than the missiles themselves. It is necessary to have one's own constellation, even if it is strictly military and regionalized, with resources for monitoring and target acquisition, in addition to the ability to deal with jammers and spoofers. When I mentioned Iran and BeiDou, it is the beginning and serves as a gateway that enables integration with Chinese networks, provided the Chinese decide to allow it. However, it is essentially a massive gateway, with numerous smaller, more specialized sub-channels operating underneath. For targeting moving objects, Iran would need to receive data from the Guowang or Yaogan networks. In the last six months, the Chinese could have provided partial integration. At this stage, since the Iranians are conducting their ISR primarily with drones, I believe the Chinese are not sharing data from the LEO satellites in those networks. Iran also has its own satellites, but the Chinese network is far more mature and likely equipped with a wide array of integration and data-sharing tools. While the Chinese are providing intelligence to Iran, I believe they are prudent in doing so to preserve the relationships they have built with other Arab states. At this moment, I believe that the sharing of intelligence from satellites isn’t in real time. For a country like Iran, it is crucial to have GNSS independence with its own program. The same applies to other medium-sized countries, which need at least an LEO constellation capable of providing the minimum ISR, and this is linked to security, but also a series of other factors. I'll give a practical example here. Drones usually lose link with 50% of their range in the Amazon due to weather conditions. With an LEO constellation, this would not occur. Today, to have independence, a constellation project is necessary.show more

Jeff Bezos just told you exactly how to price... AI. Nobody listened. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Three words that reprice the entire technology sector. The iPhone was a vertical. One product. One new market. Electricity was a horizontal. One substrate that rewired every market on Earth. Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid. Right now, thousands of companies are trying to sell AI as a product. A feature. A tool. A subscription tier. Every single one of them will be priced to zero. You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it. For a century, entire industries survived on one thing. Complexity. The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete. A horizontal layer does not navigate the maze. It dissolves the walls. Electricity did not compete with the candle industry. It erased the need for one. The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds. Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay. The internet repriced distribution. AI is repricing cognition itself. When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates. This is not a disruption. Disruptions replace products. This replaces the ground you are standing on.show more