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【1st STAGE to RIIZE】 Blu-ray & Digital Code 📅 PRE-ORDER: 2025.07.11 5 PM (KST) 📅 RELEASE: Digital Code 2025.08.28 / Blu-ray 2025.09.25 🎥 CONTENTS LIST 1. 2023 RIIZE 100 DAYS PARTY ‘Hello, BRIIZE’ LIVE 2. 2023 RIIZE 100 DAYS PARTY ‘Hello, BRIIZE’ Behind Film 3. 2024 RIIZE FAN-CON TOUR...

211,339 views • 1 year ago •via X (Twitter)

10 Comments

몽땅이's profile picture
몽땅이1 year ago

비마이넥스트랑 럭키 한국어 버전 음원 언제나와요 저진짜 급해서그래요

💙💙💙라브뜨💙💙💙's profile picture
💙💙💙라브뜨💙💙💙1 year ago

🧡🧡🧡라이즈 사랑해🧡🧡🧡

햇살antoni🪽's profile picture
햇살antoni🪽1 year ago

라이즈사랑해🧡

원빈중심주의_로's profile picture
원빈중심주의_로1 year ago

라이즈 사랑해🧡🩵🩷

용돌이 엄마's profile picture
용돌이 엄마1 year ago

은서가 파도타기 영원히 함께 해줄게

dan-min 🥺🪽's profile picture
dan-min 🥺🪽1 year ago

After Riizing loud, nama tour nya Riizing gerhana? Riizing geledek? Riizing menggelegar?

롸이쥬오래보자🧡's profile picture
롸이쥬오래보자🧡1 year ago

라브뜨🧡🧡🧡🧡

りなうぉん🦊ིྀ🎸ིྀ🎀🧡's profile picture
りなうぉん🦊ིྀ🎸ིྀ🎀🧡1 year ago

販売ありがとうございます 購入するの楽しみです

잘하고 있어💂🏻‍♂️'s profile picture
잘하고 있어💂🏻‍♂️1 year ago

멋지다ㅏㅏ🧡🧡 라브뜨👆🏻🪽🚀

💞 MX7 ⋈💞 A.C.E 💞 RII7E 💞's profile picture
💞 MX7 ⋈💞 A.C.E 💞 RII7E 💞1 year ago

I'm disgusted by you @SMTOWNGLOBAL using these boys hardwork and dream, that you and those crazy people have ruined. Something that was supposed to be beautiful and a happy memory for the SEVEN OF THEM. #RIIZE #라이즈 #RISEandREALIZE #RIIZEISSEVEN #SMBRINGRII7EBACK

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HYBE OFFICIAL, BIGHIT MUSIC, hitman, HYBE MERCH, Weverse 위버스, Weverse Shop 위버스샵 I am saddened and greatly disappointed at hearing the confirmation that HYBE has started to OPT-IN for DYNAMIC PRICING for concerts, which have started with the US concerts and will be considered for other regions from here on out. The music industry’s greed by not paying their artists fairly, thereby practically forcing their only means of earning an acceptable living and to putting food on the table to be away from their families, touring. Flipping this to the case of Bangtan. BTS ARMY has proven time and time again over this past decade that we understand that truly supporting our favourite artists means buying digital & physical copies, of their music - most of the time buying multiple copies of each version. And by continuing to stream their music. The only time we have the opportunity to see BTS in person, especially us I-ARMY, is during concert tours. Due to the lack of acknowledgement that there are other regions of the world outside of the USA, Japan & Korea who want to see BTS in person. Many of us choose to fly to the opposite side of the world, just to be able to attend these concerts. This means additional costs for flights, accommodation & expenses which is no small financial matter. On top of music-related expenditures, BTS ARMY also shows our enthusiastic support for other non-music-related merchandise. Let me list this for you to illustrate just how much SUPPORT we already show. I’m ONLY listing from 2022 onwards: · Annual renewal of ARMY membership · ARMY membership Merch Kit’s shipping costs · Artist-Made Collection: > Jin Good Day PJs > Jin Bad Day PJs > Jin Pillows > RM Jogger – Black > RM Jogger – Grey > RM wind chime > SUGA compendium > SUGA necklace > Hobi Pots > Hobi Side by Side Bag > Jimin earrings > Jimin Hoodie > V brooch sets > V Mute Boston Bag > JK Hoody > JK Bluetooth mood lamp · Online concert live-streaming packages · Flights, accommodation & expenses for Permission to Dance Las Vegas concerts 4 dates · Permission to Dance Las Vegas concert-related merchandise · Permission to Dance Seoul concert-related merchandise · Permission to Dance Seoul concert Live Streaming packages 2 dates · Permission to Dance Seoul – Cinema LivePlay Special Event tickets · Deco Kit · Brand Collaboration merchandise · PROOF Collector’s Edition albums · Do you know Me? BTS Edition · SOWOOZOO Blu-ray, DVD & digital code packages · Festa-related merchandise · In The Seom – in-game related expenses · PROOF album-related merchandise · BTS Lyrics Inside · Jack In The Box non-music related merchandise · Memories of 2021 Blu-ray, DVD & digital code packages · 8 versions of the Photo-Folios · Annual Dalmajung collection · 2019 BTS LOVE YOURSELF: SPEAK YOURSELF [THE FINAL] Blu-ray, DVD & digital code packages · Late release Vinyl of LOVE YOURSELF 承 'Her' (LP) · Flights, accommodation & expenses for BTS YET TO COME in Busan · BTS YET TO COME in Busan – Cinema Replay Special Event tickets · BTS PROOF exhibition tickets · BTS PROOF exhibition merchandise · HYBE Insight merchandise · The Astronaut non-music-related merchandise · Indigo non-music-related merchandise · Any/All BT21 related merchandise · BTS Travel Book · BTS 10th Anniversary Medal · TinyTan Dalmajung collection · j-hope IN THE BOX documentary · j-hope IN THE BOX documentary – “Free Gift” shipping · FACE non-music-related merchandise · D-Day non-music-related merchandise · D-Day concert city-specific related merchandise · SUGA: Road to D-DAY documentary · BTS Recipe Books & more – because I made this list from my confirmation emails alone. In the past, it has been expressed that concerts are the artist’s way to connect with their fans and for BTS & ARMY, at least, holding these concerts is also a way to show our gratitude for supporting one another. The company now choosing to opt-in for dynamic pricing is not in any way showing gratitude – rather it is a slap in the face of all the ARMY - who have thrown our already considerable financial support and as well as continued streaming efforts to back up our claims. I understand that the pandemic & now BTS’ enlistment is causing many issues for the planned revenue streams for the company. But how dare you be so bold-faced as to put your on-paper investors OVER your audience and MAIN CONSUMER BASE!?!? I suggest you rethink your plans for the remainder of 2023, the inevitable slowdown of 2024 & 2025 onwards, because choosing to show your gratitude to your main source of revenue, for our efforts, by slapping #BTSARMY with concert ticket price hikes of over 300% on average, is a fast way to discourage further spending. We are already fighting this war on 2 fronts by contending with ticketing scalpers & Ticketmaster's own greed - by #HYBE confirming that dynamic pricing is your choice "because you can" infuriates a fandom you should not be testing on this matter! DO BETTER. --- #HYBE_REPORT #HYBELABELS #BigHit

(slow)𝓦𝓸𝓸𝓫𝓲⁷ ⊙⊝⊜ 🇦🇺 ⟭⟬

189,006 views • 3 years ago

This guy made 40 Facebook ads, 100 landing pages, booked himself on 4 podcasts, and wrote 3 guest blog posts. In a single day. People called him a fraud. There was literally a Polymarket bet on whether he's a con artist. So i asked him to prove it live. And he did. Here's 's actual system for AI-enabled paid marketing: 1) He uses Perplexity to search Reddit for his ICP's actual pain points in their own words. Not what he thinks they care about, what they've literally said online. 2) He feeds those pain points into Claude, which generates 40 ad variations, titles, supporting copy, and the actual creative using React components exported as PNGs via a library called HTML-to-canvas. 3) He tests all 40 variations in a CPC campaign on Meta. $100 over 3 days. Cheapest cost-per-click wins. 4) Winners get matched landing pages. He uses an open-source CMS called Strapi connected to Claude Code via API, so he bulk-generates a landing page for every winning ad angle. Same headline on the ad and the page = higher conversion. 5) Once he finds a winning concept, he scales it — AI avatar UGC via HeyGen, upgraded with V3, and only brings in a human creator if the AI version plateaus. The whole thing runs on Claude Code + APIs + a .env file with all his keys. No engineering team. Just him on multiple desktops with multiple Claude agents running simultaneously. His best line: "you're not just hiring me anymore. you're hiring me and the 30 agents behind me and all the personal software i've built."

Alex Lieberman

381,551 views • 7 months ago

🦕💬 • 260611 [01:03 AM KST] 41 voice notes transcripted/translated in order: hi how did you like made by riize? you’re asking if i ate dinner? i didn’t eat. i ate lunch kind of late, but i ate a hearty lunch. i also wanted to do a live as i finished work, but while wondering if i should do a live or not, something new to do popped up. and while i was doing it, it got too late. so i'll do a live later. go knicks! lately, the NBA's a hot topic lately. knicks. crazy. i don't know, you know... basketball that well, but i remember growing up they were sort of *the team* that people, yk cheered on. but i don't remember anyone saying that they were doing great, or anything. but apparently they're in the finals rn and they're doing rly well, so also can't forget the world cup. world cup season rn, so... just sports season.. sports season, crazy, yeah? [singing dyd] how is it? riize's challenge. easy, right? do it lots, please~ these days, a lot of short-form [videos] are coming up, as you've probably seen. I thought it might be fun if everyone did that together... what do you think? live... there's a way to turn it on, but even if i turned it on, i'm not sure if i could do it well. i don't have confidence rn so i'm talking like this wa, but there's only 4 days left for our comeback.. only 4 days left... how is it? are you guys looking forward to it? are u guys excited? we're going to ulsan the 15th, and wonbin hyung, said he's buying us lunch... not really. but it's our first time going to ulsan all together. we'll have our comeback there. i think it'll be fun. also, the 15th we're doing a comeback live.. we've been doing it every comeback... and at the live stream we'll be high school students.. but it could honestly be university students too.. or really just do it without a concept, but i think it'll be fun... just... it'll be fun... so, while doing that we'll talk about the comeback whatever happens i want us all to just create fun memories together, and since it’s summer, how about you all enjoy summer together with riize... how does that feel? how's this pfp? i like it ㅎㅎ engddongi, eng, engddon ah, right. also with taro hyung, we'll appear at salon drip... i also think that will be fun when it comes out. the recording was also fun, with doyeon nuna.. please watch it ah... you guys can hear the dryer? i won't tell you who's clothes it's drying, it's a secret~ since you could look at this as something im trying out instead of doing a live stream i won't be able to do it super often or every single day, but I think it wouldn't be bad to use this feature again sometime what do you think? ah, but languages are difficult it's not easy to unify into just one language now, but on the other hand, it's really fun. somehow, this chat room..? is that right? realizing that this place is totally global and international is in a way pretty cool. haha anyway, after a long time i rode a bike again.. there was a lot of sunlight... sunlight.. did lots of photosynthesis but what was a real mistake was first of all the bicycle didnt have a basket, and I didnt wear a comfortable backpack. i came out carrying a somewhat awkward/uncomfortable bag, so i really messed up on top of that the bicycle was incredibly heavy, but then the battery completely died... so I almost cried. without even realizing it I had gone so far away so I suffered a bit. that’s the story i also have the feeling i bruised my butt a bit... ㅎㅎ but that will also become a funny memory, right? how's riizing summer vacation? i think there were really a lot of funny moments... sungchan hyung was so funny... sungchan hyung said somewhere he hasn't eaten ramyeon in a year ㅎㅎ and sungchan hyung honestly isn't the type to eat ramen alone, he's on the not eating it side... but he's always like 'one bite, one bite'... so if we put all that together, wouldn't it be a plate of ramen?ㅎㅎ for me, at the beginning of our debut, it was a bit... you know how while filming content, i ended up grilling meat and all? but now, grilling meat... well, i don't think it's that bad also, back when we went to japan to shoot our album jacket photos and the trailer, we visited a lot of vinyl (LP) shops... and that was actually the first time in my life buying an LP with my own money when i was young i went to la to play, and then there was this famous 'amoeba music' store. i looked around and everything, but honestly back then i really wasn't that much interested in LPs. so i bought things like a lot of stickers and used them to decorate my laptop. somehow, after that time, [it was like] I truly spent time in a vinyl shop? but visiting now that I'm a bit older, it was so much fun there are so many songs I don’t know, and tons of songs that aren't even famous so back then in japan, duran duran is a really famous band, but I bought duran duran's Notorious LP and then I also bought Barry Finnertys,, barrynims NY City LP. what was so surprising was that as soon as I listened to the LP, the sound and quality were so good that I was like, 'wow, what is this?' but when I looked it up on the internet, it only had like 3,000 views on YouTube? I think it was 3,000, so because it was so good, I bought it. and after that yesterday too while wandering around here and there, i happened to walk into a cafe and they had LPs there too so yesterday, I bought one or two ㅎㅎ lp's no mater how you look it they have a vibe... its true that nowadays you can just look up and listen to everything on your phone, but another good thing about it (lps) is that I think it’s really great for finding songs you don't know so when going to the lp shop you get to learn a lot of new songs that you didn't know before. even if you don't go with the sole purpose of buying an LP, it's just... really great for discovering things... should I say? a riize lp would also be good... back then, during boom boom bass, we even went there and did all that stuff with our LP too... how was the video editing? back then when i went to school when doing things like presentations, together with other students we would edit videos.. i did lowkey find that kind of stuff pretty fun though because it was pretty much my first time [doing that] since back during those days... but really i think it was fun like... yeah.. i want to try to do it again when i was young i did draw. i drew for fun but it had been such a long time since i last properly sat down and tried to draw something properly with a pencil.. i think it's been such a long time i'm probably the worst at drawing in my family? ㅎㅎ my dad's good, my mom's also good.. my grandpa also draws reaññu well. but it was fun drawing again, so i also want to try that again... why is there so many things i want to do? really why is it? and above all, i want to work really hard on music so that someday i can show you even more. now, like from the trailer to the full version that was uploaded to our site... those kinds of things are a bit different from just being a song, though.. now everyone, let's try meditating together with me sorry.. anyways.. i have to leave in a couple hours actually, so.. time to hit the hay, yeehaw i can't fall asleep right away ㅎㅎ this.. seems like it might be a bit difficult to interpret/translate.. (yes anton, it is,,,) next time it might be better to just turn on a live stream instead ㅎㅎ sorry wow... sleep is really not coming... [1 video] [1 picture] ok jinja gn

🧼

37,315 views • 4 months ago

Made $313 → $2,382,780 in 4 Days Using a Claude AI Bot on Polymarket. 26,738 trades. 98% win rate. Full blockchain proof. Every single trade verifiable on-chain. I've made the exact step-by-step guide to build this Claude Polymarket bot from scratch. You've been trading for 3 years. Still red. He gave Claude $313. Woke up rich. Free for 24 hours. To get this Setup guide: 1. Comment "Money" 2. Like and Retweet 3. Follow me Himanshu Kumar (so i can DM you) Full 2-hour video tutorial attached. Every single click and command explained. Beginner to running bot. Now let me break down exactly how this works. Save this post. This is the most important trading breakdown you'll ever read. ↓ Let's start with the number that should make you sick. $313. That's what this wallet started with. Not $50,000. Not $10,000. Not even $1,000. $313. Less than your monthly Netflix + Uber Eats + Spotify combined. 4 months later: $2,382,780.80. That's a 7,942x return. While you spent those same 4 months staring at charts, drawing trendlines, panic selling, revenge trading, and ending the month exactly where you started. Minus the $200 you lost on that "sure thing." Same 4 months. Same market. Same opportunities. He had a bot. You had feelings. Guess who won. Save this post right now. What I'm about to explain is the exact mechanism behind every dollar of that $2.38M. Follow Himanshu Kumar so you don't miss the rest. ↓ How Polymarket actually works and why bots print money on it. Polymarket is a prediction market. Will BTC be higher in 15 minutes? Yes or No. Will the Fed raise rates? Yes or No. You buy shares between $0 and $1. If you're right, your share settles at $1. If you're wrong, it settles at $0. Simple. Now here's where it gets interesting. Polymarket updates its prices SLOWER than the real market moves. When BTC drops 0.6% on Binance, Polymarket still shows old odds for about 2.7 seconds. 2.7 seconds. In those 2.7 seconds, the bot already knows the outcome. It's not predicting. It's not guessing. It's reading information that already exists and trading before Polymarket catches up. That's not trading. That's collecting free money with a 2.7 second head start. And you're over there using a 15-indicator TradingView setup trying to "predict" where BTC goes next. The bot doesn't predict anything. It just reads faster than you. That's the entire edge. Save this post because if you understand this one concept you understand how millionaires are being made on Polymarket right now. Follow Himanshu Kumar for more breakdowns like this. ↓ Let me walk you through one single trade. A new 15-minute BTC contract opens on Polymarket. Odds are 50/50. Fair price. 10 minutes in, BTC drops 0.6% on Binance. Hard, fast move. The real probability of BTC being lower at expiry is now about 78%. Polymarket still shows 54/46. The bot sees this instantly. Binance WebSocket feed. Under 50ms latency. The edge is 24 percentage points. On a binary contract, that's basically free money. Bot calculates position size using Kelly Criterion. Executes via Polymarket's API. Done. Within 2-3 seconds, other participants update the odds. 54/46 moves toward 78/22. Bot either exits for immediate profit or holds to resolution. Either way, the trade was entered with near-certainty of a positive outcome. Now repeat this 200-500 times per day. $313 → $2,382,780 in 4 months. Not magic. Not prediction. Not luck. Industrial-scale exploitation of a market inefficiency that still exists today. And you're still placing one manual trade per day and calling yourself a "trader." This is the mechanism behind every single dollar. Bookmark this post so you can study it again. Follow Himanshu Kumar because I'm breaking down each strategy separately. ↓ There are 4 strategies. Not all Claude bots do the same thing. Strategy 1: Latency Arbitrage. Win rate: 85-98%. What 0x8dxd used. Monitor Binance price feeds. When Polymarket odds lag behind reality by 3-5%, buy the correct side before the market corrects. No forecasting. No model. No sentiment analysis. Pure speed. You're not guessing. You're reading an outcome that has already happened. Strategy 2: Oracle Arbitrage. Win rate: 78-85%. Chainlink oracle price feeds occasionally diverge from Polymarket's implied prices. When they do, the settlement direction is known. Fewer opportunities. Higher certainty when they appear. Strategy 3: News-Driven Trading. Win rate: 60-75%. Claude ingests real-time news. Government filings. Central bank statements. On-chain data. Assesses probability impact before retail traders even finish reading the headline. Lower win rate because interpretation introduces uncertainty. But works on ANY market category, not just crypto. Strategy 4: Market Making. Return: 2-5% per month. Place buy and sell orders on both sides. Capture the spread. No prediction required. Most consistent. Hardest to blow up. Compounds aggressively over time. You didn't even know there were 4 strategies. You thought "trading bot" meant one thing. That's how far behind you are. 4 strategies. 4 different risk profiles. 4 ways to make money while you sleep. Save this post. Follow Himanshu Kumar for the deep dive into each one. ↓ The timeline that should haunt you. December 2025: Bot launches with $313. Nobody notices. January 6, 2026: Wallet hits ~$438,000. 140x in 30 days. 6,615 predictions. 98% win rate. Finbold reports it. Crypto Twitter explodes. March 10, 2026: Head-to-head test. Claude bot: $1,000 → $14,216 in 48 hours. +1,322%. OpenClaw bot: fully liquidated. Same market. Same timeframe. Claude won because of better risk management. OpenClaw died because it overleveraged. March 16, 2026: Someone trains a swarm model on 3 years of NBA data. Result: +$1.49M on Polymarket. April 2026: 0x8dxd final verified balance: $2,382,780.80. 26,738 trades. 4 months. This all happened while you were "waiting for the right time to start." The right time was December 2025. The second best time is right now. But you'll probably wait until it's too late. That's what you always do. Every date on this timeline is a day you could have started but didn't. Save this post. Follow Himanshu Kumar so you at least start today. ↓ Why Claude and not ChatGPT? This isn't opinion. It's data. March 2026 head-to-head: Claude bot: +1,322%. OpenClaw (GPT-based): liquidated. Same prompt. Same market. Same conditions. Researchers found Claude's code included: > More defensive edge cases > More conservative default parameters > Better error handling > More legible code for debugging > Proper Kelly Criterion position sizing > Hard drawdown kill switches ChatGPT's code overleveraged into a losing sequence and couldn't recover. Claude's code sized positions conservatively, stopped trading when drawdown thresholds hit, and survived to compound another day. The difference between +1,322% and liquidation wasn't the strategy. It was the risk management. And Claude writes better risk management than ChatGPT. That's not a debate. That's a $15,216 difference in 48 hours. But sure, keep using ChatGPT because "everyone uses it." Everyone's broke too. Coincidence? Stop using the popular tool. Start using the profitable one. Save this post. Follow Himanshu Kumar for more Claude vs ChatGPT comparisons with real data. ↓ Why humans lose to bots. Every single time. Same strategy. Same market. Same period. Bots: ~$206,000 profit. Humans: ~$100,000 profit. 2x gap. Same strategy. Here's why: 1. Late entries. By the time you identify the lag, verify your reasoning, and click buy, the 2.7 second window is gone. The bot executes in under 100ms. You execute in 30 seconds. The opportunity doesn't exist for 30 seconds. 2. Emotional sizing. You oversize when "confident." Undersize when scared. Exact opposite of Kelly math. The bot sizes based on edge. Every time. No feelings. 3. Fatigue. You make worse decisions at hour 6 than at hour 1. The bot makes the same decision at hour 72 that it made at hour 1. 4. Drawdown psychology. After 3 losses you either panic quit or double down trying to recover. Both destroy capital. The bot has a kill switch. It stops. It doesn't feel anything. You're not competing with other humans anymore. You're competing with machines that don't sleep, don't feel, don't flinch. And you're losing. The data doesn't lie. Humans lose to bots 2x on the same strategy. Save this post. Follow Himanshu Kumar for the complete bot setup that removes you from the equation. ↓ What can go wrong. Because I'm not going to lie to you. Most people who build this bot will NOT 7,942x their money. Some will lose their initial capital. Here's what can kill you: Edge compression. The arbitrage window was 12 seconds in 2024. It's 2.7 seconds now. It's shrinking. At some point it hits zero for retail operators. This is a time-limited opportunity. Not a permanent income stream. Rule changes. Polymarket can change contract mechanics, settlement rules, or API terms overnight. What worked yesterday can lose money tomorrow. Risk management bugs. A 98% win rate strategy with broken position sizing will blow up your account on the one losing trade. The March 2026 experiment proved this. Claude survived. OpenClaw got liquidated. Same strategy. Different risk management. That's why the 2-hour video tutorial walks through every single risk parameter. Because the strategy doesn't kill you. Bad risk management kills you. This is the section most "gurus" delete. I'm keeping it because I'd rather you make money safely than blow up and blame me. Save this post. Follow Himanshu Kumar for honest breakdowns, not hype. ↓ The step-by-step to build your own. Step 1: Set up a Polymarket wallet. Fund with USDC via Polygon network. Start with $100-$300 for testing. Step 2: Generate API credentials. CLOB API key from docs.polymarket .com. Store private key in environment variable. Never hardcode it. Never share it. Step 3: Prompt Claude to build the bot. Use Claude Code for best results. It reads your filesystem, executes code, and iterates on errors autonomously. Step 4: Paper trade for at least one week. Minimum 200 completed trades. Win rate must be above 70% before going live. This step is NOT optional. Step 5: Configure risk management. Max single position: 8% of portfolio. Daily loss limit: -20% with auto halt. Kill switch at -40% drawdown. Telegram alerts on every threshold. Step 6: Go live small. $1-5 per trade. Watch every trade for first week. Compare to paper results. Scale only on evidence. Skip steps 4 and 5 and you will lose your money. That's not a warning. That's a guarantee. This is your complete build guide. Save this post. Follow Himanshu Kumar because I'll be posting the exact Claude prompts for each strategy. ↓ The edge exists right now. Not next month. Not "when you're ready." Right now. The arbitrage window is 2.7 seconds. It was 12 seconds in 2024. It's shrinking every week. Every day you wait, more bots enter the space. The window gets smaller. Your potential returns get smaller. The bots already running have a compounding advantage. They're making money today that they'll use to make more money tomorrow. You're reading about it and telling yourself "I'll look into this next weekend." That's what you said last weekend. And the weekend before that. The best time to start was 6 months ago. The second best time is today. But you already know you're going to bookmark this and never open it again. Prove me wrong. ↓ Full 2-hour video tutorial attached. Every single click. Every command. Every parameter. From zero to running bot. Beginner friendly. Nothing skipped. A similar bot has already earned $2,382,780. Full blockchain proof in the article below. The video is free. The tools are free. The edge still exists. The only thing that costs money is another month of doing nothing while bots eat every opportunity you're too slow to catch. Follow Himanshu Kumar for the complete series covering every automated income stream using Claude. Prediction markets are just the beginning. Save this post. Bookmark it. Screenshot it. Whatever you need to do so you actually watch the video and build the bot instead of just reading about people who did. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

54,045 views • 6 months ago

There was a massive John O'Keefe and Karen Read re-trial bombshell that went under the surface last week. Not only were 17 Ring videos deleted from John's system between 12:37am and 5:08am on 1/29/22, another video of Karen and her family collecting the murder weapon after 12pm ET that day was also deleted. This means someone (probably Karen) accessed John's Ring system --access that John's niece and nephew have testified Karen possessed-- sometime in the afternoon of 1/29/22 (before search warrants were served on Karen's phone and her car, after 4pm that day, when the vehicle was located by State Police at the home of Karen's parents in Dighton). Indeed, Karen would only need knowledge of John's Ring login information --something Karen had, as evidenced by the document below-- in order to access the system remotely from any device. The fact that there was a video deleted after 12pm on 1/29/22, and that the video in question directly captured Karen and her family leaving John's home with the murder weapon, indicates at least some of the deletions in questions did not occur until Karen was released from the hospital. Karen's access to John's rings system, and the timeline of the deleted videos, thus raises the potential that Karen also deleted 17 of the 18 Ring videos from earlier that morning --between 12:37am and 5:08am, as mentioned-- while at her parents house in Dighton. In turn, this would mean Karen left specific Ring videos on the system, including a staged "bump" into John's car at at 5:08am, in anticipation of being criminally charged. Read a prior public court motion regarding Karen's access to John's ring system here - If these deletions are confirmed, Karen's prior statement during a news interview becomes an ominous double entendre. "I mean, what kind of criminal mastermind am I? Not a very good one," said Read with a smirk to the camera. Perhaps in a prescient manner, when that clip first aired in March of 2025, this is what I reported (at the time, I did not fully realize the implications of Karen also deleting another damning Ring video from after 12pm on 1/29/22); "Karen Read, as I predicted many months ago, left a single Ring video on John O'Keefe's system , from roughly 5:08am, wherein Karen may have staged a fake "bump" into John O'Keefe's car to, in real time, plant reasonable double as to the cause of Read's broken taillight." "I am actually stunned that, in that moment, Karen managed to make sure the other 17 Ring videos on John's system were deleted (from between 12:37am and 5:08am), and managed to stage a fake "bump" into John's car, as a preemptive form of artificial reasonable doubt." "Karen didn't pull it off, but her mind was certainly in overdrive that morning before Read hatched her plan to, in my view, return to Fairview Road (circa 5:23am), confirm John was indeed dead, as a result of Karen hitting John with her car at 12:31am that morning, while drunk, and then leaving John on the lawn in a blizzard." "Then, Read, after 5:35am, went to pick up Jen McCabe and Kerri Roberts, returned to John's house with the two women, told them to stop searching in John's house because "John wasn't there," left the alleged murder weapon in John's driveway, and returned to Fairview Road after 6am (in Kerri's car), whereupon Karen somehow "saw" John's body in the snow, through a blizzard, and before the three women passed the tree line of the lawn of the home where John met his lonesome and untimely end earlier that morning (as a result of what, I believe, was a fight between John and Karen, as to the breakdown of their relationship, spiraling when Karen felt she was losing control of the situation)." See that clip of Karen's "criminal mastermind" statement, and read my shockingly accurate prediction, here - Also of note, in towel's exclusive Karen Cam footage from May 8th, 2025 --when jurors in Read's re-trial were show evidence of Karen's father and brother collecting Read's Lexus from John's home in Canton after 12pm ET on 1/29/22-- prior observations by social media users --related to Bill Read leaving the courtroom within seconds of those clips being shown to jurors-- were confirmed. Read the initial reporting of Mr. Read leaving the courtroom in very seconds after clips were played here - Bill Read --already under observation by a court officer due to reports Mr. Read was staring at jurors as state witnesses were testifying over recent days-- noticeably left the front bench behind his daughter for nearly 40 minutes in the immediate aftermath of the deleted Ring videos (in particular from after 12pm that day involving Mr. Read, Karen's brother, and Karen's sister-in-law - all three of whom are on the state's witness list for the re-trial, but have yet to be called). This was the first time, throughout any proceeding, that Mr. Read left the courtroom benches during trial for an extended period of time. Interestingly, Hank Brennan announced last week in a court motion that the keeper of records for Ring will be testifying in Karen's re-trial --something that did not happen in the first trial-- which, further, suggests that Ring may have a log of when John's account was accessed, where it was accessed from and, most importantly, what videos were deleted from that account (along with when those videos were deleted). Read that motion related to Ring's upcoming testimony, between May 12 and May 16 of 2025, here - If it is indeed confirmed that Karen, or her family member, accessed John's Ring system to remove 17 of the 18 videos recorded between 12:37am and 5:08am on 1/29/22, along with another video after 12pm showing Karen's family collecting the vehicle, with a broken taillight, before taking it back to Dighton-- that is devastating evidence to Karen's defense. It has already been revealed in court papers, in that regard, that Karen was on her laptop at her parent's house around 4pm on 1/29/22 --when Karen's phone and car were collected as evidence by the police-- and, in turn, that may be the smoking gun as to Karen's consciousness of guilt if Ring records indicate videos from John's system were deleted from a remote location (in particular Dighton, Massachusetts) circa 2-4pm or so on that afternoon. Those deleted videos are no doubt very damaging to Karen, and would certainly show her taillight broken when Karen returned to John's home at 12:37am that morning --as confirmed by Karen connecting to John's home wifi at that time-- as well as that taillight being broken when Karen, her father, her brother and her sister-in-law came to collect the alleged murder weapon after 12pm ET on 1/29/22. See testimony from Karen's first trial wherein Karen admitted to one of John's friends --whom Karen tried to bait into an affair by manipulating that friend about John hugging someone on a vacation prior to John's death, until John's friend cut off the affair when he realized Karen was only trying to hurt John-- that Karen "knew where the Ring cameras were" in John's home in the weeks leading up to John's last moments alive, here - Karen, of course, was taken to the hospital (at the request of her own parents) for threatening self harm after confessing to hitting John O'Keefe, while drunk and with a BAC of 0.14-0.28 (2-4 times the legal limit) at exactly 12:32:16am ET on 1/29/22. Firefighter Katie McLaughlin, a key witness in the John O'Keefe and Karen Read re-trial, testified that she was the person who asked Karen if John had experienced any trauma in the early morning of 1/29/22, to which Karen replied, "I hit him! I hit him! I hit him!" At that point, multiple witnesses to the statement (including other first responders) realized Karen was confessing to hitting John O'Keefe with her car, while drunk with a BAC between 0.14 and 0.28, and then the Canton Police called in their supervisor. See that earthshattering testimony from Firefighter McLaughlin here - Jurors have already seen shocking videos, from Karen's own media interviews, wherein Read admits that she should not have been drunk driving in the moments before she John drove from a bar to an after party a local home. The clips, in turn, not only showed Karen admitting to her state of intoxication while driving but, at the same time, they also showed Karen ADMITTING to having up to nine drinks over just three or so hours on the evening of 1/28/22 and the early morning of 1/29/22. Indeed, see that admission by Read, as to her state of intoxication while driving in the moment's before John was allegedly struck, here - "I had been out late, I had been drinking, John was in the last general vicinity of where I saw him...within 50 feet...he's in the front yard so I'm thinking "Jesus, was I starting to pull away and did I run over his foot." "So when I found him, I was thinking, did I clip him somehow," said Read, in further footage played before jurors. Read's team fought hard to keep those pieces of footage secret from jurors, and the public, but that plan failed. Watch the previously-secret footage of Karen's admission as to potentially hitting John with her car while drunk here - Somehow making Read's situation worse, Hank Brennan than played interviews with Read wherein Karen admitted to attempting to frame one of John's dear friends, Jen McCabe, for Karen's actions. "Jen McCabe? It's me or her! Either I'm going down, Jen, or you are!" Read told a film crew, in remarks played for jurors during week 2 of Karen's re-trial as to causing John's death. See that moment here - Of note, Hank Brennan has played multiple audio and video recordings for the jury related to Karen Read admitting that Karen and John O'Keefe were in an argument in the minutes leading up to Read allegedly striking John with her car, while drunk driving. Karen was upset because the name of John's former girlfriend was mentioned on the drive to Fairview Road. See more background about that argument between a possessive, controlling, Karen Read and John O'Keefe, in the moments before John was allegedly struck by Karen's car at 12:32am on 1/29/22, here - Earlier last week, jurors were aghast at Karen mocking John's mother, Peggy O'Keefe, also in a media interview. See those moments here - Also, as a final note, I want to extend a huge thank you to super towel MrrderByMaestro for noticing the subtle moment in court this week when confirmation came down that a Ring video from John's home system -- that is obviously quite damaging to Karen Read's defense-- was deleted (along with the 17 of 18 videos deleted earlier that morning that also implicate Karen, and her broken taillight, as the cause of John's death). I believe Mr. ByMaestro to be the exemplar of noble towel service to humanity, and I thus deem him a member of Nobilis ordo Linteo (N.o.L.). As always, watch live coverage of Monday's (day 13) presentation of evidence in the John O'Keefe and Karen Read re-trial, chat with the wonderful towel friends and watch special Towel MultiCam Coverage --including the world famous Karen Cam-- via this link -

Grant Smith Ellis

101,651 views • 1 year ago

$AMD Massive Rotation from $NVDA $INTC🧵 Not Financial Advice! DYOR! 5-10 minutes before the bell today, last trading day of May 2026, massive rotation out of $INTC and $NVDA into $AMD. I wrote this thread this morning on what $TSM said on Energy Efficiency is now TOP Priotity and why AMD is the biggest winner. Of course I did not have influence on this rebalancing, I was just pointing out why Dr. Su saw this coming years ago. (Check the picture to understand more). I been talking about Agentic AI for like 3-4 years now. OpenClaw broke the CPU:GPU Ratio 1:4 narrative to 1:1 to 5:1 in late Jan and Feb 2026. I will link various threads where you can understand the full picture from supply chain, to TSMC expansion, and different Wafer Ratio for EPYC Venice and MI455X. Energy efficiency is a structural, long-term driver behind institutional rotation from $NVDA and $INTC into $AMD (with spillover strength in $AVGO for complementary networking/custom silicon). This isn't just short-term rebalancing, it's a massive bet on the shift from AI training (performance-at-any-cost) to inference, deployment, and embodied/agentic systems (where total cost of ownership, power draw, and scalability dominate). Precisely What I been writing about $AMD for years now, probably at least more than 5,000 threads.This is the FOMO from Institutions to own $AMD. Do know that AMD is the least owned Semi Stock among vs Peers. AI infrastructure is moving beyond massive training clusters to widespread inference for Agentic AI (running models 24/7) and embodied AI (robots, autonomous agents, edge devices). These workloads prioritize: ~Tokens-per-watt and performance-per-watt ~Lower total power consumption for data centers facing grid constraints ~Better economics at scale (cost-per-token, TCO) ~Thermal and power efficiency for on-device/robotics use Hyperscalers are now thinking more about Margin, Profitability, and $/M Tokens At $516/share. AMD Fwd PEG Ratio is still 35/100+= 0.35 AKA very cheap IMO for the growth and potential. A. Why institutions rotated out of $NVDA? Because Agentic AI is going to dominated by CPUs for years to come, moving violently to 5-10-20:1 CPU:GPU Ratio as enterprises are demanding more than 10-20 agents to run tasks. Now, that does not mean training is going away, Inference is just going to grow much faster. B. Why instiutitons rotated out of $INTC? Because AMD x86 unit share is only at 30-31% but Revenue share is already at 46.2% according to Mercury Research. And Dr. Su wants 50-60% market share, and that would mean 60-70%+ Revenue share where the CPUs TAM Is now already at $200B in 2026 and projected to be $500B by 2030. C. Why $AMD? Because AMD secured meaningful 2nm Capacity, Advanced Packaging and Memory through 2027-2028. And TSMC is expanding 2 primary 2nm Fabs toward 60-65k WPM each, and speeding up 5 2nm Fabs in Taiwan. With total up to 12 2nm Fabs through 2027/2028. 2nm Capacity is expected to be 140k+ WPM toward end of 2026, and 220-240k WPM by end of 2027. Apple has secured 35-45k WPM. And AMD does not have to worry about allocation competition until late 2027 from $AVGO for $META and $GOOGL(This may change) D. Agentic AI will evolve to 24/7 Autonomous Agent, and that will become the foundational layer for Robotic or Physical AI. Agentic AI (autonomous systems that plan, reason, use tools, self-correct, pursue long-horizon goals, and adapt) provides the high-level cognitive architecture. It turns raw perception and low-level control into useful, general-purpose behavior in the physical world. Physical AI (or Embodied AI) refers to AI that senses, understands, and acts directly in the real world through robots, actuators, and sensors. Agentic capabilities are what make this scalable and useful beyond narrow, scripted tasks. Reactive/programmed machines → To proactive, goal-oriented autonomous agents. How does this work? Autonomous Agent layer is the brain ~Vision-Language-Action models or robotics foundation models. ~Agentic loops: Planning, chain-of-thought reasoning, reflection, tool use (simulators, APIs), multi-step task decomposition. ~Persistent 24/7 operation with Memory, world modeling, continuous learning. Institutions may not like $AMD from 2022-2025, but they cannot stop this evolution and it is inevitable. Part of my main thesis for AMD to get to $5 Trillion Market Cap Long Term. Conclusion: Institutions are rotating capital toward AMD not merely for tactical rebalancing, but because Dr. Lisa Su and her team anticipated this exact inflection years in advance and have been methodically engineering AMD’s platform to dominate it. Dr. Su has long championed the convergence of Agentic AI as the high-level cognitive foundation for Physical AI and robotics. As far back as her 2023/2024 CES keynote and earlier strategic commentary, she described Physical AI (including humanoid robotics and edge autonomy) as “the next big thing”; a natural extension of agentic workflows moving from digital reasoning to real-world action. She emphasized that enabling persistent, 24/7 autonomous agents requires a full-stack approach: high-performance CPUs for orchestration and motion control, dedicated accelerators for real-time vision and multimodal inference, and open software ecosystems for rapid development. This vision aligns precisely with the structural drivers we’ve discussed. As AI shifts from training to massive-scale inference and embodiment, energy efficiency, total cost of ownership, and heterogeneous compute become first-order advantages. AMD’s Instinct MI350/MI355 series, Ryzen AI Embedded processors, and EPYC platforms deliver superior performance-per-watt and balanced CPU + GPU + NPU integration ideal for power-constrained robots that must run sophisticated agentic reasoning loops without excessive thermal or battery drain. Dr. Su has repeatedly highlighted the rising importance of CPUs in agentic systems (moving toward 1:1 or even CPU-heavy ratios with GPUs), positioning AMD’s strengths in orchestration, memory handling, and efficiency as critical for the next phase of growth. AMD is engineered for the deployment realities of embodied agents: scalable, efficient, and deployable at the edge and in physical systems. The institutional flows out of NVDA and INTC into AMD reflect recognition of this prepared leadership. Dr. Su didn’t just see the future of Agentic AI powering robotics, she has spent years building the silicon, software, and partnerships to make it practical and economically viable. This rotation signals confidence that the companies best positioned for the physical, always-on intelligence layer will capture the highest-volume opportunities in the coming decade. Not Financial Advice! DYOR!

Mike

104,109 views • 4 months ago

‘Doctor Death’ Gives Life to Gold Mines Dave Fennell chain-smoked and studied law while winning 6 Grey Cups. He sent 3 quarterbacks to the hospital in one game, becoming 'Dr. Death' and a household name in Canada. Next Dave turned to gold exploration, building 5 ventures worth ~$5 billion. He's never shared his story publicly—until now. After dominating football, Dave Fennell's Midas touch in Guyana could lead to his greatest victory. Mining legends Louis Gignac, Rick Rule and others weigh in. "I was capable of playing very violently," recalls Fennell. "If you're going to survive as a defensive lineman. The people who are opposite you, have to be afraid of you." He played 10 seasons for the Edmonton Eskimos (renamed Elks in ‘21), appearing in 8 Grey Cups (Canada’s Super Bowl). The Eskimos won 6, including 5 in a row 1978-1982. Fennell, who turned 71 Feb 4, is chain smoking Marlboros on a Zoom call with me Feb 5. He’s reflecting on a career that spans beyond the gridiron to golden ventures. His resume includes co-founding Golden Star (US $467M sale in ‘22) and Miramar ($1.5B sale in ‘08). Fennell was a tenured director of Sabina ($1.1B sale in ‘23) and Torex ($1.2B market cap). His Reunion Gold ($485M market cap) has rapidly discovered a major gold deposit after setbacks. Fennell's sons picked up his drive too. David Jr. played Michigan State football then turned engineer. John raced luge at the Sochi Winter Olympics, now he's a corporate analyst. – Raised in a middle-class Edmonton, Alberta family, Fennell was the second of four children. “I was taught very early on, you're not allowed to quit when you start something. It was not acceptable.” He completed a 4 year undergrad degree at U of North Dakota in 3 years. Fennell could have gone to the NFL, but chose to stay in Edmonton, joining the Eskimos on the condition he’d also go to law school. It's hard to imagine a pro athlete smoking, studying law, and winning six championships today. But Dave Fennell did it all. He planned to play pro for 10 seasons, and wondered, “What do you do when the cheering stops?” Joining a law firm next, the bosses leveraged his "Dr. Death" fame for networking. Fennell recalls, “They loved taking me to the Petroleum Club on Mondays.” His law practice worked with many small miners. After three years and a Guyana field trip, Fennell decided to get into gold mining himself. At 32, Fennell founded Golden Star Resources (GSR). He partnered with Roger Morton, a U of Alberta geology professor, to explore Guyana. GSR spent $20K staking the forgotten Omai gold deposit. “It was open ground.” Anaconda Copper explored Omai extensively in the late 1940s but stopped when the Korean War began. Secrets of the Anaconda Library A private detective helped Fennell find Anaconda’s geological data. They learned of a cavernous library in Montana, holding 100 years of records. A librarian, just laid off, liked Fennell and sold him the Guyana files for $30K. GSR hired SNC Lavalin, with their top supercomputer, to process this historical information. It showed a big potential mine. Placer Dome partnered on Omai in ‘87, before walking away. Fennell didn't give up. He invited Louis Gignac’s Cambior to visit Omai during a 3 day rainstorm. Cambior ended up funding construction for a 70% stake. It produced 3.7 million gold ounces from 92-05. Renowned mining investor Rick Rule says Fennell is easy to underestimate. "The physicality obscures a great intellect and a guy that's actually very kind. He's the classic entrepreneur. When he sees an opportunity, he can't not grasp it.” Next, GSR pursued Cambior to partner in Suriname. “If I had a mine each time someone told me a story about a property, I'd be a very rich man,” Gignac says. GSR’s Rosebel discovery was in region reeling after Suriname’s civil war. “David, why don’t you settle down, get married, do something easier than this,” Gignac advised him. Fennell persisted, inviting Gignac to tour Rosebel. It poured rain again on that trip, which Gignac saw as a good omen after Omai’s success. Cambior eventually built the mine. Rosebel became one of South America’s largest, yielding over 6 million ounces. Today, it’s operated by Zijin. GSR stock jumped 600% in the early '90s thanks to these wins. Investor Mike Halvorson says GSR’s work in the Guianas and Suriname put the area on the map for mining. “Back in those days, from a political point of view, it was considered high-risk to go into the Guianas,” Gignac remembers. “It took a lot of guts for [Fennell] to get involved, and a lot of guts to follow him there. We eventually mined about twice the [initial] reserves at Omai. By doing Omai, it was that much easier to do Rosebel. We were comfortable with the region and its people. There's a lot of advantages in these countries. It's simpler. Decision makers are easier to know and be in contact with.” Halvorson remembers Fennell throwing a 'chirping' analyst into a pool on one Suriname stay. The guy skipped on the water like a stone. Fennell and Halvorson connected in Edmonton in the 1980s through their love of migratory bird hunting. “Anything that walks, flies or swims, Dave has killed,” says mining engineer Bruce McLeod, who hunts and fishes with Fennell. A massive Anaconda snake skin once adorned the crown mouldings in Fennell’s Montreal offices. At 41, Fennell lucked out as the sole bidder for Sigrist House, once King Edward VIII's Bahamian villa. Fennell lived there 28 years before downsizing. In the late 90’s, Fennell clashed with GSR's board and was pushed out. Later, GSR refocused on Africa and was sold to a Chinese company. To avoid GSR conflicts, Fennell eyed new gold regions. BHP's Hugo Dummett offered him all their gold assets for $80 million. But with few flush bidders, BHP sold the portfolio in pieces. Ivanhoe got Mongolia and discovered Oyu Tolgoi. Randgold took West Africa, and Harmony got East Africa. "If you'd have kept that package together, it'd be the second largest copper company [today]. And you'd be arguing with Newmont about who was the biggest gold company," Fennell says. He bought the Canadian assets for US $20.4 million. It had Hope Bay, a 4 million ounce gold discovery in the high arctic. Fennell dealt through Cambiex Exploration (CBX), where he’d been appointed Chair and CEO in January ‘99, when CBX was a 15 cent stock with a $3.5 million market cap. CBX split the tab with Miramar, a modest gold miner sitting on cash. Miramar swallowed CBX in 2002, appointing Fennell Executive Vice Chairman. Miramar invested about $100 million in Hope Bay and led it through permitting. In 2008, Newmont bought Miramar for $1.5 billion. Every $1 invested in CBX’s equity funding when Fennell took over in early ‘99 was worth $19.50 when Newmont acquired Miramar 9 years later. CBX shareholders made even more money through a spinout company, Ariane Gold, acquired by Cambior in ‘03. Rob McLeod, a geologist at Hope Bay, admired Fennell's strong presence, humour, and optimism. Fennell built bonds with Inuit partners through fishing and Crib games, easing the permitting process. Fennell would need that optimism for his next venture. – In 2004, Fennell listed Nevada explorer New Sleeper. A name change to Reunion Gold (RGD) came in 2006, after recruiting former GSR colleagues and pivoting again to the Giuanas. The stock ran from 30 cents to over $2 in early ‘07 on the back of a Suriname gold find. It didn’t pan out. RGD crashed to 3.5 cents during the ‘08 financial crisis. “When you take your shareholder's money and you say you're going to do this, and if it's not successful, my job is to fix that and I'm not going to roll all the stock back. I'm not going to wipe shareholders out,” Fennell says, explaining RGD’s current 1.23 billion shares. Reunion roared back above $2 again after a Guyana manganese discovery. Then, metal prices crashed, cutting RGD to one penny by 2016. “You're going to fail a hundred percent guaranteed in both exploration and football,” Fennell says. “The real question is, what are you going to do after you fail?” A US $10 million sale of the manganese project provided a lifeline. In 2019, Barrick partnered with Reunion on exploration, committing $4.2 million. Reunion was a 7 cent stock in 2020 when they found gold at Guyana’s Oko project. But, Barrick quickly abandoned the alliance and skipped a $3 million commitment. They even sued Reunion after Oko's success. In 2023, Barrick and RGD settled, owing nothing to each other. Oko moved from a prospect to a major gold deposit rapidly. An initial 2023 resource estimate showed 4.3 million ounces (indicated plus inferred). Fennell believes Oko could be the best gold mine in South America. He sees a 300--400,000 ounce per year, low-cost mine, with a 12 year initial mine life. "It’s going to be much bigger and longer,” Fennell says, optimistically. “Whether we're going to live longer is a whole different question." Reunion aims to publish a PEA study on Oko before Summer. Fennell also looks forward to a feasibility study and final permits in Q1 2015, with construction to start soon after. "From a discovery to a tier one mine in [potentially] six years, it doesn't get any better," Fennell says. He’s in Georgetown this week, talking with the Guyanese government about Oko's future. Reunion’s looking at options: build, sell, merge, or partner up. Fennell wants RGD to avoid execution risk and debt. G Mining Services, led by Fennell's old friend Gignac, is advising on Oko. They've successfully built many mines, like Fruta del Norte in Ecuador (Lundin Gold - $3.7B market cap). Gignac's G Mining Ventures, doing well and on track in Brazil, could be a key player in Oko's future. “There will be a mine [at Oko]. There's absolutely no question,” says Gignac. “The size, grade, and gold content. That's going to be the next one to put on his record.” There’s a slight problem with Venezuela’s claim over Guyana’s Essequibo region, where Oko is. Fennell isn't worried. He says the US will protect it because of Exxon and Chevron’s huge oil investments there. Gignac says Fennell hasn't changed since they first met in the late 80s. "Always glass half-full, always enthusiastic. A track record as good as anybody at finding deals, doing exploration, and developing orebodies." Fennell is honest and a consummate salesman according to Rule. “I don't think in 35 years he ever lied to me, but he would polish the living shit out of the rear view mirror.” Some colourful highlights of my 2 hour Zoom with Mr. Fennell were published in raw video form below. It’s full of wisdom about gold exploration and football. “David is one of the most low key and commercially successful entrepreneurs in [mining],” Bruce McLeod wrote. “He has played a huge part in mentoring others too. Without David I wouldn't be where I am today.” Fennell says, "We always overcome challenges. I never give up." Reunion Gold (RGD-TSXV) is worth $485 million at press time, last at 39.5 cents. Fennell owns 61 million RGD shares. He has warrants and options to purchase 12.6 million more. B. McLeod, Rule & Halvorson all own the stock. All figures CAD unless otherwise indicated. Like, Share, & Follow me Tommy Humphreys for more Big Score stories!

Tommy Humphreys

168,172 views • 2 years ago

The most epic 13 minute AI rant I've heard in 2026 PS: My parent's heard this when I was playing it in the car and thought Jason ✨👾SaaStr.Ai✨ Lemkin went OFF like Stephen A Smith does on first take PPS: Full transcript below [17:00] Harry Stebbings: I I just wanted to ask Jason, if the people that we want are fundamentally different, the developers that we used to hire, we don't because AI writes the code for us. The marketers we don't want, the sales people we don't want—who who do we want genuinely? Like what is the attractive profile? Because your Anthropic’s and your OpenAIs are hiring, so so what are the people that we want in the companies of the future? [17:18] Jason Lemkin: Look, I know it sounds trite, but but the answer is simple. It's just the expression each year changes. We want folks that are genuinely AI fluent. It's pretty simple. Now you know, maybe last year we called them prompt engineers, right? That used to be a job. I don't know if you remember that actually used to be the hottest job on planet earth. Now no one needs a prompt engineer because it's pretty easy to prompt all these tools. That job died. Okay. Um and now we need go-to-market engineers. Um I think that job's going to die. We need—everyone needs so many forward deployed engineers. Like you can't hire enough forward deployed engineers. But uh you know um but Palantir just announced in whatever their their big their big event—they've gotten their deployment times down over 90% with forward deployed engineers. So that may become—so the this wave of disruption for the titles and the specificity, it's also exhaustingly accelerating. But it's really simple. You meet anyone for any role—sales, marketing, engineering, product, QA—they're they're either they're either they can't keep all of the ways they use AI to accelerate their job from spewing out of their mouth, or they're staring at you. It's there's nowhere in the middle. Like, and the person that comes in and says—it's it's it sounds Captain Obvious—but like, you know, you just had the whatever from Lovable, the the marketing head that was super popular on the show, right? She's just spewing AI-native insights into Lovable, right? It's not that complicated. You hire her, Elena, or whatever it is. You just hire her. It doesn't matter whether she's still in college or a junior or a senior or a middler, a left or right. And honestly, if you interview people, I would say of all even of the best startups I've invested in, maybe 30% of the management team meets this standard at best. 30%. Maybe less. And of the interviews I do in general, it's single-digit percents. It's just and in in that sense, it's the same as ever. Like you either lower the bar in hiring or you hire someone that's actually great. And someone that's actually great is so far ahead of you in how to apply to to employ the efficiencies of AI in their role, your jaw falls on the table. The difference is we used to need warm bodies. That's what's changing. We used to need warm bodies to answer the call, to do QA, to do code review, to to get the blue pixel to go from the upper left to the lower right. You laugh, but you need you literally needed to brute force this with humans. With AI, every day that goes by, the AI—you do not need brute force human beings on your team. And that's another reason they're shrinking. Why are all these new companies so efficient? They're just not brute forcing things with humans. They're just not. They're choosing not to. And so these team—all the brute forcers out there—everyone talks about how bloated teams got in 2021. I don't agree with that. I think they got as big as they needed to be when growth was high and you needed humans to do everything. All you look at these teams that that doubled—well if growth continued at 60% like the rate in early 2021 for 5 years or can help me do the math and every single thing a software company did required a human. You were understaffed by your 2021 headcount. You'd be sitting here in 2026. You every office in SoMa would be triple packed and you there wouldn't be enough humans to staff your company. It's just the world changed. [20:33] Harry Stebbings: Jason, you live on the bleeding edge. I think me and Rory see that and I think the world sees that when they hear you every week in terms of how you run SaaS. For all of the CEOs and execs who listen to the show, what would you advise them in terms of determining whether someone is AI fluent when they meet them for jobs, for talent? [20:51] Jason Lemkin: Here's I realized I was just asked this. I just did a review with a super fast startup growing just crossing 100 million and I was asked this question. And one of my favorite executives, I thought his answer was pretty dated and because he gave me an answer that was about 6 months old. The answer 6 months old is: "I look for folks in my team, I look for you know at what tools they play with." Okay, that was a great answer in like summer of 2025. Okay, I tried Lovable last week. Okay, the answer in 2026 is: "What commercial AI tool have you brought into your organization this month?" That's the test. Anyone that is on the bleeding edge that you would want to hire—now there are so many great products in the market. Okay, there is no excuse in any role to have not brought one tool a month into your organization. Okay, there—now there's going to be better and better tools and better and better products as the year goes on. What's the one you did? And you will see folks with their deer in the headlights to this question. What what sales tool? What marketing tool? What product tool? What engineering tool? What did you bring in? Why did you pick it? How does it working? Because if you're at remotely at the cutting edge, you're all over this. You're looking for the next agentic tools that will radically improve how you do business. This is—you think everyone thinks SaaS is at the bleeding edge, right? You know, you know, all we do is we're just looking for the tools and trying them. Okay? Okay, we're one year ahead of everybody else because we did the simplest thing in the world. Like we tried the tools early and we trained them. We trained them for a month. Okay, I'll give you—want hear a horrible example from this week? Super hot AI company valued at 6 billion. Okay, I'm not going to name it. Um, this week yesterday told us we had to quadruple what we spent on their product. Okay, their agent told us, right? And why did this happen? Okay. Well, at this $6 billion company, no one had trained the agent on its pricing properly. No one had tested it. They said, "Well, well, we've been in beta." And we said, "Well, when did the beta launch? A year ago." Okay, these are people asleep at at the wheel. You want somebody who the instant this comes up, they exactly know what the issue is. And "Hey, when I was at Lovable Replit, we trained the agent. This is how we did it. I brought in this tool. I brought in this tool that that Rory invested in last week. It solved all these issues." That's what you want to hear. And if they haven't brought in a tool in the last 30 days, at least deeply evaluated it. I don't really care whether they bought it, but gone so far down the funnel they can tell you—pick whatever tool: Fixie, Regie, GC, AIGC—I don't care how you went through it, you looked at it, you can tell me the eight ways it would improve the productivity of your business and three you didn't. Just don't hire that person because they're going to run your company to the ground. This is the job today. The job today is not to screw around on ChatGPT and to be a prompt engineer. The job today is to bring the best AI and agentic products into your organization and leverage all the hard work that the engineers have done building those products. That's your job. You don't have to screw around. You don't have to be a prompt engineer anymore. You have to be an agent deployment expert. A—this is the new job we're making up today. An Agentic Deployment Expert. That's your job from C-level to junior. Agentic Deployment Expert. Don't hire anybody else. You're going to regret it. They're going to stare at the camera. He's good. Stare at the camera. He's honorable. We could probably just I could slip away, get a coffee, and come back. No. And I I sound exasperated, Rory. And I—but the reason I am is I can just see I can see my best companies doing it. And I can see some companies I've invested in not doing it. And I want to cry. I just want to cry when they have no ADs on their team. I just—like you're flushing your years of your life down the toilet by not approaching your how you're building this company this way. [24:33] Rory: Yes. And at the risk of being positive, it's worth pointing out two things he didn't say. Well, something implicit why he said—Jason didn't do the only hire, you know, he didn't commit the um employment law, I think it's a civil penalty of saying only employ people below X who get the new new thing because he implicitly said anyone can do it provided you're willing to learn. And I think that's the big aha that's one of the positive statements to make here right? Look and I think it applies—I'm always wary of being "Hey, coming across, hey this this is the things that you all have to do." I think it applies to everyone including investors right? I mean I will say I have found that unless you're willing to invest the time learning these tools you actually shouldn't be investing in them. One of my partners Andy had this expression: "You know, if you decide you want to stop learning new things you probably should retire within 6 to 12 months and never write another check again." Maybe that's down to 3 to 6 months at this stage, right? And I think, you know, it's— [25:27] Harry Stebbings: Yeah, I actually I actually had a meeting with mine and Jason's biggest investor the other day and I—pretend he's not here—I said I think he's the most equipped investor for this generation of investing because I don't think anyone quite sits at the bleeding edge like he does on the investor side. [25:42] Harry Stebbings: Why in terms of using the equip stuff? Yeah. Yeah. In terms of using the stuff, understanding understanding bottlenecks, constraints. For sure. [25:51] Jason Lemkin: But can I just add one point? We can just cuz it's so important if it helps people. Okay, we are—and thank you Harry. We're going through these phases. Okay, and when AI started to blow up for real for us, uh call it early 2024, right? Maybe late '23, I wasn't equipped. It was too technical. I wasn't going to go in and figure out—I wasn't smart enough to figure out how to deal with a massively hallucinating LLM API and turn that and turn that into something magical. Kudos to investors and others that that got it in early '23, '22. I mean I remember I—I guess it was maybe SaaStr Annual '23. I was with David Sacks and I did a Q&A and I said, "How you thinking about AI at Craft?" He's like, "Well we're all in. We want 80% of '23 of investments to be AI." I'm like, "Great but like show me the show me the great ones in market." He's like, "They're all prototypes. We're all they're all they're all proof of concepts but we're all in anyway." That's where you kind of had to be in '23 if you weren't investing at like the LLM level. Okay, I wasn't smart enough. Then we went through this weird-ass prompt engineer era where like you you could torture these products to do something good, right? But you had to torture them. You had to like craft these crazy things that made no sense. Now we are in the era where mere ordinarily smart generalists can make these tools do magical things. And literally I go to these meetings and people be like, "I don't know how to like this is so scary. I don't know how to do this." And we show them our backends. Do you know how to do a workflow generator? Do you know how to do a a decision tree? Like we've been building these since software in the '90s. Okay, if you—I can show you all of our agents. The how they work is novel. They do have to be trained. You can't be lazy and have these agents work. But honestly, the the UI, the UX, the way we interact with them, it's just software. And so my point is: Pick yourself off the ground. This is your time now. If you felt lost in AI era, if you felt like you're behind, you don't understand what all these people are saying on X and Twitter and their Claude and and their and talking about all the 4.6 point Nano point and it's over—like you just it's not your world. This is your time. This is your time for the generalist that knows how to use software tools really really well. And I—this is my last point but it's so important. If ever in your recent life—and this is why you could be all you need to be is young at heart to Rory's point—if in the last three to five years you have successfully deployed a piece of enterprise software of any sort you yourself, not some agency you hired, but if you have deployed it, you can deploy any agentic tool. Any. And you can become the hero in your company and you can become the hero in your functional area. But I watch folks—I'm literally helping a company now that they're adding hundreds of sales folks this year with a new pre-IPO COO—he's not hasn't brought in a single tool, totally scared of it. Okay, it's not that hard. Did you use SalesLoft? Did you use Outreach? Did you use HubSpot? Do you know these tools? If you can deploy these tools, you can deploy a world-changing AI agent. And so this is the time for people like the folks that that were shut out of the AI revolution right now. The generalist folks that are not that know how to deploy software that don't even know how to build software. Like vibe coding for me was folks who knew how to build software, but you didn't have to be an engineer. Now, you just need to know how to deploy software to win with AI agents. That's all you need to know. So many people have these skills and they're petrified of AI. "How did you do that? How did you deploy an AI BDR?" Well, we bought a piece of software, we figured out how it worked for a day, we set it up in an afternoon, and then and then we did spend 30 months training it, which you didn't do with this old software because in the old days, we just had to manually upload all the data, right? And there was no training. The the only non-intuitive part is training these things. And it's it's it's just work. So that's why when I see folks on the management team not doing this, there's no excuse. You do not need to be technical to win with AI agents in Q2 of '26. You do not need to be even 1% technical. Not at all. So it's your time. Or you're going to get laid off. Or you're going to get laid off because you're not going to matter.

Arjun Mahadevan (Mr. LLC 🇺🇸)

38,045 views • 6 months ago