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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 Aufrufe • vor 1 Jahr •via X (Twitter)

10 Kommentare

Profilbild von 몽땅이
몽땅이vor 1 Jahr

비마이넥스트랑 럭키 한국어 버전 음원 언제나와요 저진짜 급해서그래요

Profilbild von 💙💙💙라브뜨💙💙💙
💙💙💙라브뜨💙💙💙vor 1 Jahr

🧡🧡🧡라이즈 사랑해🧡🧡🧡

Profilbild von 햇살antoni🪽
햇살antoni🪽vor 1 Jahr

라이즈사랑해🧡

Profilbild von 원빈중심주의_로
원빈중심주의_로vor 1 Jahr

라이즈 사랑해🧡🩵🩷

Profilbild von 용돌이 엄마
용돌이 엄마vor 1 Jahr

은서가 파도타기 영원히 함께 해줄게

Profilbild von dan-min 🥺🪽
dan-min 🥺🪽vor 1 Jahr

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

Profilbild von 롸이쥬오래보자🧡
롸이쥬오래보자🧡vor 1 Jahr

라브뜨🧡🧡🧡🧡

Profilbild von りなうぉん🦊ིྀ🎸ིྀ🎀🧡
りなうぉん🦊ིྀ🎸ིྀ🎀🧡vor 1 Jahr

販売ありがとうございます 購入するの楽しみです

Profilbild von 잘하고 있어💂🏻‍♂️
잘하고 있어💂🏻‍♂️vor 1 Jahr

멋지다ㅏㅏ🧡🧡 라브뜨👆🏻🪽🚀

Profilbild von 💞 MX7 ⋈💞 A.C.E 💞 RII7E 💞
💞 MX7 ⋈💞 A.C.E 💞 RII7E 💞vor 1 Jahr

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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2026 RIIZE CONCERT TOUR [RIIZING LOUD] IN MACAU BRIIZE! Please say hello to RIIZE~ Mark your calendar, Don’t forget to grab the concert tickets! ⏰演出日期Date:2026.02.07 (SAT) 7PM (實際演出時間以現場狀況為準 Actual performance time based on on-site situation) 📍演出地點Venue: GALAXY ARENA ▶Ticket Vender: GALAXY TICKETING: FANTOPIA : DAMAI APP : ▶BRIIZE MEMBERSHIP PRESALE: 2025. 11. 17 (MON) 12 PM – 7 PM (LOCAL TIME) ▶General Onsale: 2025. 11. 18 (TUE) 12 PM LOCAL TIME ~ ※TICKET PRICE : -VVIP STANDING L/R (*SOUND CHECK) MOP 1999 -VIP STANDING L/R MOP 1799 -PLATINUM SEATED MOP 1799 -CAT 1 SEATED MOP 1499 -CAT 2 SEATED MOP 1199 -CAT 3 SEATED MOP 999 -CAT 4 SEATED MOP 799 -RESTRICTED VIEW *視線受阻區可能無法觀賞完整舞台You may be unable to see the entire stage from the Restricted view seats. *站區票面有序號,請依票面序號排整隊入場。人身安全起見,孕婦及身高未滿140公分或未滿12歲孩童,請勿購買站區票券,主辦方將有權謝絕入場。 STANDING entry is with queue number. For safety reasons, pregnant women and children under 140 cm or 12 years old are not allowed to enter STANDING area. * 座位區皆為劃位座席,請依票面座位號入座。Each SEATED ticket is assigned a specific seat. *無論是會員預售還是公開發售,各位都記得要預先註冊成為各票務網站會員才可購票。Must complete ticketing website member registration before proceeding any ticket purchase. *登記會員並不保證成功購票。您的BRIIZE MEMBERSHIP會員編號即為您的預購碼(例: XX123456789) Registration does not guarantee you a ticket. Your BRIIZE MEMBERSHIP NUMBER will be your presale promo code *請於售票前預先確認各售票平台支援之付款方式及配送票券規則。 Please Pre-Check each ticketing system’s payment method and tickets delivery restrictions before proceeding your purchase. *會員預購每筆ID限購一張票券,公開售票每人每交易限購四張票券(含一張會員預購票券)。若經核對發現同一會員ID購票數超過一張,主辦單位有權取消該票券交易。*Purchase limit is 1 ticket for BRIIZE MEMBERSHIP per sale and 4 tickets per show per account for Public on sale (Including the 1 ticket from the presale). If more than 1 ticket is purchased with the same member ID after verification, the organizer has the right to cancel the ticket transaction. *座位票年齡限制: 只限3歲或以上;每張門票只供一人進場。入場時必需持有有效門票。Age limit for seated zone: 3 years or above. One person per ticket regardless of age. A valid ticket is required for admission #RIIZE #라이즈 #RISEandREALIZE #RIIZE_CONCERT #RIIZINGLOUD #iMeMACAU #iMeAsia #GALAXYARENA

iMe MACAU

14,724 Aufrufe • vor 9 Monaten

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 ⊙⊝⊜ 🇦🇺 ⟭⟬

188,925 Aufrufe • vor 3 Jahren

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

380,916 Aufrufe • vor 5 Monaten

🦕💬 • 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 Aufrufe • vor 2 Monaten

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

53,247 Aufrufe • vor 4 Monaten

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 Aufrufe • vor 1 Jahr

$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 Aufrufe • vor 2 Monaten

‘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

166,264 Aufrufe • vor 2 Jahren

PARTE DIARIO Viernes 28 de noviembre de 2025 Quote of the Day Puede que no tenga victorias notables, pero puedo sorprenderte con las derrotas a las que logré sobrevivir. Antón Chéjov Joke of the Day A man walks into the doctor's office wincing. He slowly raises his arm over his head and practically screams, "Doctor, it hurts terrible when I do this!" The doctor doesn't even look up from his magazine. "Then don't do that." CLAVES DEL DÍA • Ver Parte II del Contrapunto sobre "El futuro de la Reserva Federal: Warsh, Hassett y Waller ante el nuevo régimen monetario": • Bitcoin domina el Black Friday. Salta a $91,600 en mercados con poca liquidez fiat mientras VIX se desploma a 17.44; desacople del lateral marca protagonismo cripto en jornada con bajo volumen tradicional. • Petróleo encadena peor racha desde 2023. Brent cae 15% anual por expectativas de exceso global; reunión OPEC+ del domingo enfrenta crisis con precios en $63.50 y amenaza de colapso en 2026. • Witkoff expuesto por transcripciones filtradas. Llamadas revelan que enviado de Trump negociaba con Kremlin contra intereses ucranianos; entrenó a Putin sobre cómo socavar visita de Zelensky a Casa Blanca. • Yermak rechaza cesión territorial ucraniana. Jefe negociador afirma que Zelensky nunca firmará acuerdo cediendo tierra soberana a Rusia; Constitución prohíbe concesión sin violar ley y voluntad popular. • Argentina ajusta subsidios y avanza reforma laboral. Desde enero 7 millones de familias pierden ayuda energética; propuestas de Sturzenegger sobre flexibilización laboral generan tensión con CGT y rechazo sindical. MERCADOS En una jornada de Black Friday caracterizada por el bajo volumen en Wall Street, Bitcoin se roba el protagonismo con un fuerte movimiento alcista, mientras la volatilidad de las acciones se desploma. • Stocks: Cierre mixto en Asia: el Nikkei subió un +0.17% y el Hang Seng cayó un -0.34%. Europa (Stoxx 600) avanza ligero. Los futuros del S&P 500 suben +0.3%, anticipando una media rueda tranquila para las acciones tradicionales. • Bonos: Calma total. El rendimiento del Treasury US 10Y se mantiene estable en la zona del 3.99%, sin grandes oscilaciones tras el feriado. • USD: El DXY sigue pesado en 99.68, incapaz de recuperar el nivel de 100, lo que da aire a los activos de riesgo alternativos. • VIX: Se desploma a 17.44, confirmando la ausencia de miedo en el mercado de renta variable. • Oro y Plata: Sostenidos por el dólar débil. El Oro opera en $4,175 y la Plata en $52.45. • Bitcoin: La estrella del día. Despierta con furia en un mercado con poca liquidez fiat y salta a $91,600, desacoplándose del lateral de los últimos días. • Commodities: Rotación interna. Energía (Brent/WTI) y Agrícolas (Soja/Maíz/Trigo) operan al alza, recuperando terreno. En contraste, el Cobre muestra debilidad y retrocede a la zona de $10,950 por tonelada. • Embi Argentina: El riesgo país (JPSSGARG) sigue nominalmente en 654 pbs (cierre del miércoles). Hoy los bonos Globales tendrán pocas horas de operación para marcar precio real tras el feriado. PANORAMA GLOBAL •Petróleo en peor racha mensual desde 2023. Brent cae 15% en el año por expectativas de exceso global tras reinicio de capacidad OPEC+; reunión del domingo enfrenta crisis con precios en $63.50 el barril. • Carney presenta plan energético ambicioso en Canadá. Anuncia nuevo oleoducto, megaproyecto de captura de carbono y energía nuclear para centros de datos; oposición de BC e indígenas por impacto ambiental. • China advierte burbuja en robots humanoides. NDRC alerta sobre 150+ empresas con productos similares que amenazan investigación real; gobierno acelera mecanismos de entrada y salida para consolidar sector tecnológico emergente. • Crisis inmobiliaria china se reactiva con Vanke. Bonos basura de desarrolladores caen 5 centavos tras sorpresa; acciones de inmobiliarias retroceden 4.5% en seis sesiones consecutivas con tasas de recuperación sombrías para acreedores. • Oro rumbo a cuarto mes de ganancias consecutivas. Sube por expectativas de recorte de tasas Fed; operaciones en CME se detuvieron por fallo técnico en centro de datos; camino a mejor desempeño anual desde 1979. Foco 1: OPEC's Numbers Are an Exercise in Deception Javier Blas, Bloomberg Opinion Clave: OPEC necesita restaurar credibilidad sobre niveles de producción reales para recuperar control del mercado y evitar colapso de precios en 2026 con transparencia y cuotas realistas. • Los miembros de OPEC engañan sistemáticamente con reportes de producción; fuentes secundarias independientes también cuestionadas tras presión saudí para cambiar metodología mostrando que Riad bombeaba más de lo declarado. • El cartel no cuenta condensados ni líquidos del gas natural en cuotas, permitiendo a miembros eludir límites oficiales; producción extra-cuotas aumentará 200,000 barriles diarios en 2026 estresando mercado ya sobrecargado. • Mecanismo de "compensación" para violadores de cuotas se convirtió en parodia; países como Kazajistán, Irak y UAE incumplen límites y luego tampoco cumplen compensaciones prometidas, activando compensaciones adicionales ignoradas. • OPEC debería publicar datos precisos incluyendo todos los líquidos, establecer cuotas realistas para todos los miembros sin excepciones, y adelantar auditoría planeada para 2027 al primer trimestre 2026 para gestionar exceso. → Ver Economía Conversada – Tomo I, Cap. III (págs. 115-116): Sócrates y Glaucón examinan cómo los carteles coordinan para fijar precios y limitar producción, perjudicando consumidores al reducir competencia y mantener precios artificialmente altos. Foco 2: S&P 500's Tariff-Proof Profits Underpin 15% Return Potential Hugo Disant, Nowshad Ahmed y Kai Blatnicky, Bloomberg Clave: Analistas proyectan extensión del rally del S&P 500 con potencial de retorno del 15%; ganancias de megacaps muestran resiliencia notable frente a aranceles y configuran escenario positivo. • El potencial de retorno del S&P 500 alcanza 15.3% según precios objetivo agregados, con sectores tecnológicos ofreciendo mayor upside; consenso top-down proyecta ganancia del 6.6% para fin de 2026 con EPS creciendo 10.7%. • Estimaciones de EPS para 2025-2027 han sido sistemáticamente revisadas al alza durante segundo semestre; analistas proyectan crecimiento de 10% para 2025 y 13% para 2026-2027 tras divergencia temprana con caída de acciones. • Empresas del S&P 500 generan 30% de ingresos en el exterior beneficiándose de dólar débil; 40% de capitalización concentrada en Magnificent 7 impulsadas por boom de IA y construcción de data centers que sostienen momentum. • Cuarto trimestre históricamente fuerte para el S&P 500 con promedio de ganancia del 6% en últimos 15 años; hasta ahora solo sube 1.2% en Q4 sugiriendo potencial para rally de fin de año si inversores retornan post-Thanksgiving. → Ver Economía Conversada – Tomo III, Cap. XVII (pág. 247): Obstfeld y Kiyotaki analizan cómo las expectativas en mercados financieros se amplifican creando fluctuaciones importantes que dependen de equilibrios múltiples y anticipación de inversores. Foco 3: Breakevens Set to Rise as Inflation Outlook Heats Up Skylar Montgomery Koning, Bloomberg Markets Live Clave: Mercados subvaloran riesgo de inflación persistente en EEUU; breakevens cerca de mínimos anuales deberán subir por presiones estructurales, shocks de oferta y mayor incertidumbre macroeconómica. • Breakeven de un año cerca de 2.6% implica que mercado espera inflación promedio en ese nivel, pero CPI actual del 3% y trayectoria plana sugieren CPI 2026 en 2.9%; existe sesgo bajista en estimaciones que no refleja realidad. • Shocks actuales incluyen contracción de oferta laboral y aranceles con evidencia de precios al alza; inventarios acumulados por front-loading retrasarán impacto total hasta que se agoten existencias y empresas trasladen aumentos. • Breakeven de 30 años está 6 puntos base por debajo del promedio 2000-2020 del 2.26%, sugiriendo exceso de confianza en que Fed domará inflación y retornará al patrón pre-Covid sin mayores disrupciones estructurales. • Estados Unidos enfrentará probablemente presiones inflacionarias persistentes por desglobalización, gasto elevado, déficits fiscales grandes, cambio climático, envejecimiento poblacional y tensiones geopolíticas elevadas en próximos años. → Ver Economía Conversada – Tomo II, panel Summers-Krugman: debate sobre importancia de anclar expectativas inflacionarias mediante credibilidad del banco central para evitar que inflación se convierta en profecía autocumplida. FED & BANCOS CENTRALES • ECB mantiene sesgo dovish para 2026. Minutas de reunión sugieren que próximo movimiento probablemente será recorte si aumentan riesgos bajistas; efectos completos de aranceles estadounidenses aún no se sienten en economía europea. • Inflación eurozona estable antes de descenso sostenido. HICP noviembre permanece en 2.1% interanual; Bloomberg Economics prevé desaceleración sostenida desde diciembre por menores presiones externas, euro fuerte y riesgo de bienes chinos baratos. • España enfría inflación al 3.1% en noviembre. Descenso desde 3.2% anterior impulsado por menores costos energéticos; progreso más significativo hacia meta del 2% esperado para inicio de 2026 cuando alzas de impuestos energéticos salgan de comparación. • Tokio mantiene inflación y producción sorprende. Precios al consumidor avanzan 2.8% interanual; producción industrial sube 1.4% en octubre superando expectativas; BOJ en camino para considerar alza de tasas diciembre-enero. Foco 4: We Need to Shatter One Big Myth About the Weak Yen Daniel Moss y Gearoid Reidy, Bloomberg Opinion Clave: El yen permanece vulnerable a narrativas más que a fundamentos; fin de tasas negativas no garantizó fortalecimiento sostenido esperado a principios de 2024 por falta de despegue real de BOJ. • La idea de que fin de tasas negativas en marzo 2024 traería retorno masivo de dinero japonés del exterior resultó ilusoria; yen necesita que BOJ realmente emprenda despegue sostenido de tasas para cambiar trayectoria fundamental. • Ueda procedió cauterosamente con solo dos incrementos pequeños adicionales a 0.5%; especulación sobre nuevo alza persiste pero BOJ verbalmente retrocede al status quo dada contracción del PIB por aranceles estadounidenses. • Ministro de Finanzas Katayama intensificó advertencias sobre movimientos desordenados del FX; intervención rara vez revierte moneda de forma sostenible, declaraciones fuertes resultan peligrosas en mercado de $9.6 trillones diarios. • Administración Takaichi probablemente será más agresiva con intervención cambiaria pero simultáneamente evitará buscar fortalecimiento significativo; debilidad del yen vista como oportunidad dorada para aumentar inversión corporativa doméstica. → Ver Economía Conversada – Tomo III, entrevista con Dornbusch (págs. 145-146): modelo de overshooting explica cómo políticas monetarias provocan efectos drásticos en tipos de cambio a corto plazo antes que economía encuentre equilibrio. POLÍTICA & FISCAL • Trump anuncia recorte de impuesto a la renta en próximos años. Presidente afirma que EEUU reducirá sustancialmente o eliminará completamente impuesto a la renta en próximos años gracias a ingresos por aranceles, con parte retornando como "dividendo" a ciudadanos. • Trump exige "migración inversa" en EEUU. Presidente propone pausar permanentemente migración desde países del Tercer Mundo, revocar ciudadanías de migrantes naturalizados que "socaven tranquilidad doméstica" y eliminar beneficios federales para no ciudadanos. •Reeves eleva impuestos británicos £26 mil millones. Presupuesto británico busca equilibrar demandas de mercados de bonos y bancada laborista; carga tributaria alcanzará 38% del PIB, máximo desde inicio de registros post Segunda Guerra Mundial. • Presupuesto de Reeves sobrevive pero acumula problemas futuros. Canciller logró construir buffer fiscal de £22 mil millones y expandir bienestar; mayores alzas tributarias entrarán en efecto justo cuando Labour enfrente próximas elecciones generales. • Reino Unido intenta reparar relaciones con ricos. Presupuesto limita impuesto sucesorio para ex non-doms en £5 millones por década; expertos dudan que cambios sean suficientes para tentar retorno de muchos que ya abandonaron el país. COMERCIO INTERNACIONAL • China suspende importación de soja brasileña por contaminación. Detiene compras de cinco plantas brasileñas por problemas sanitarios; inspectores chinos encontraron granos de trigo tratados con pesticidas mezclados en embarques de Cargill, Louis Dreyfus, CHS y Tres Tentos. • China presiona a Malasia y Camboya por acuerdos con EEUU. Expresó "graves preocupaciones" por porciones de tratados comerciales que incluyen lenguaje alentando alineación con Washington en seguridad nacional, controles de exportación y sanciones. • Perspectivas de India enturbiadas por disputa comercial con EEUU. Economía envía señales contradictorias con PIB expandiéndose rápidamente e inflación en mínimo récord, pero rupia en mínimo histórico; acuerdo comercial con EEUU podría elevar sentimiento. GEOPOLÍTICA • China busca apoyo de Francia en disputa con Japón. Wang Yi pidió a Emmanuel Bonne que Beijing y París "apoyen firmemente mutuamente en asuntos que involucren intereses centrales"; envió carta a ONU acusando a Takaichi de violar ley internacional. • Taiwán ve posible victoria rara sobre Beijing en Honduras. Dos candidatos presidenciales favoritos prometen cortar lazos con Beijing y restablecerlos con Taipei; culpan a gobierno actual por caída de exportaciones tras cambio diplomático hacia China. • Putin dice no hay plan de paz final pero abierto a conversaciones. Afirma que propuestas de Trump para terminar guerra en Ucrania podrían ser base para acuerdos futuros; plan de 28 puntos reorganizado en cuatro partes por Ucrania y EEUU durante conversaciones en Ginebra. • Autoridades anticorrupción allanan casa de asistente clave de Zelensky. Búsqueda en apartamento de Andriy Yermak amenaza detraer esfuerzos diplomáticos para terminar invasión rusa; delegación estadounidense esperada en Kiev para conversaciones frescas este fin de semana. • Trump excluirá a Sudáfrica del G-20 en Miami 2026. Presidente afirma en redes sociales que no invitará a Sudáfrica a cumbre en Miami el próximo año; decisión pone a otros miembros del G-20 en dilema sobre asistir o solidarizarse. Foco 5: Ukraine Says It Won't Give Up Land to Russia Simon Shuster, The Atlantic Clave: Negociador jefe ucraniano afirma que Zelensky no firmará cesión de territorio soberano a Rusia mientras sea presidente; posición restringe severamente espacio disponible para acuerdo de paz. • Andriy Yermak declara que "ninguna persona sana firmaría documento para ceder territorio" y que Zelensky no lo hará mientras sea presidente; Constitución ucraniana prohíbe cesión territorial sin violar ley y voluntad popular. • Ucrania solo discutirá dónde trazar línea de contacto definiendo control actual de partes en guerra; posición ucraniana difícil de reconciliar con demandas rusas que incluyen regiones que Rusia no controla actualmente. • Negociadores lograron progreso en Ginebra despojando propuesta estadounidense de demandas rusas más onerosas sobre Ucrania; Yermak afirma que plan revisado "no contradice intereses ucranianos y considera líneas rojas" establecidas. • Escándalo de corrupción debilita posición de Zelensky ante pueblo ucraniano y aliados occidentales; investigación acusa a oficiales senior y ex socio comercial de Zelensky de extorsionar y lavar $100 millones en sobornos. Foco 6: Steve Witkoff Is a Credulous Amateur on Russia Marc Champion, Bloomberg Opinion Clave: Enviado de Trump negociaba con Kremlin para lograr objetivos mutuos a expensas de Ucrania y Europa, no actuaba como mediador genuino entre Rusia y Ucrania según revelan transcripciones filtradas. • Transcripciones filtradas de llamadas revelan que Witkoff entrenó al Kremlin sobre cómo socavar visita de Zelensky a Casa Blanca el 17 de octubre; sugirió que Putin llamara a Trump primero y halagara su trabajo en Gaza. • Putin siguió guion de Witkoff perfectamente; momentum hacia cambio de política estadounidense se esfumó tras la llamada; no hay indicación de que Witkoff ejecutara estrategia preagreada de administración o trabajara con ucranianos. • Plan de 28 puntos filtrado fue oportunidad para Kremlin de reafirmar objetivos máximos en papel informal que estadounidenses adoptarían como propio; Secretario Rubio admitió confusión sobre autoría del documento. • Fiasco ofrece oportunidad para que administración estadounidense se involucre en mediación genuina; cambios necesarios incluyen eliminar límite de 600,000 tropas, resolver tema territorial con garantías de seguridad creíbles y descartar reconocimiento de territorios ocupados. → Ver Economía Conversada – Tomo I, entrevista con Nash (pág. 127): Nash explica que información asimétrica combinada con incentivos para manipular información genera fallas en cooperación; errores de cálculo agravan conflictos diplomáticos. LATAM Bolivia • Bolivia necesita $2.3 mil millones para obligaciones gubernamentales 2025. Presidente Rodrigo Paz afirma que brecha será cubierta con préstamos multilaterales para salarios, gastos institucionales y actividades operacionales; país espera $3 mil millones en fondos extranjeros en 90 días. Brasil • Petrobras recorta plan quinquenal a $109 mil millones. Reducción del 2% para proteger flujo de caja en momento de precios petroleros internacionales bajos; 71.6% del plan dirigido a exploración y producción en campos pre-sal. • Vale aumenta pagos a accionistas por desempeño fuerte. Directorio aprueba dividendo especial de 3.58 reales por acción tras desempeño operacional fuerte y precios elevados del mineral de hierro; monto total de 15.3 mil millones de reales similar a ingreso neto del Q3. • Congreso brasileño anula vetos de Lula escalando batalla. Cámara baja y Senado votaron revocar bloqueo de secciones clave de ley que flexibiliza licencias ambientales; gobierno se prepara para derrotas adicionales que amenazan estrategia fiscal y presupuesto 2026. • Mercado laboral brasileño se enfría en octubre. Creación de empleo formal colapsa a 85,147 empleos en octubre desde 213,002 en septiembre; datos débiles cambian expectativas de política monetaria con recorte de tasas en enero visto casi asegurado. • Galipolo: nuevos datos no cambian dirección de política monetaria. Presidente del Banco Central afirma que política monetaria funciona pero muy lentamente; mantendrá tasas en nivel necesario por tiempo necesario para alcanzar meta de inflación. Chile • Candidato presidencial chileno prepara ventana estrecha para cambios. José Antonio Kast planificará cambios rápidos en primeros 90 días si gana segunda vuelta; estrategia incluye modificar regulaciones, reforzar seguridad fronteriza y renovar 200 barrios críticos nacionalmente. • Prestamistas se alinean para fundidor de cobre chileno Enami. Empresa recibió varias ofertas de financiamiento para fundidor y anunciará bancos estructuradores del acuerdo la próxima semana; analizando seis ofertas indicativas de compra de 17 empresas interesadas. • Congreso chileno aprueba presupuesto 2026 tras debate. Senado pasó presupuesto como ley tras aprobar informe de comité mixto por 27 votos a favor y 1 contra; estipendios para ex presidentes mantenidos y presupuesto de seguridad pública recibe impulso de 5 mil millones de pesos. Colombia • Crackdown de encuestadoras oscurece carrera presidencial colombiana. Nueva ley endurece criterios para encuestas públicas duplicando costos; solo dos firmas publicaron estudios este mes, dificultando entender por qué candidatos suben o bajan antes de elección 2026. México • Sheinbaum fuerza salida de Fiscal General mexicano. Alejandro Gertz Manero renuncia bajo presión por manejo de investigaciones de alto perfil; Senado aprobará próximo fiscal mediante concurso abierto con hasta 10 candidatos. Perú • Ex presidente peruano Castillo sentenciado a 11 años de prisión. Juez en Lima emitió fallo por conspirar para cometer rebelión fallida intentando disolver Congreso en diciembre 2022; se une a Vizcarra con sentencia esta semana, sumando cuatro ex presidentes encarcelados. Uruguay • Uruguay afirmado en BBB+ por S&P con perspectiva estable. Calificación de deuda en moneda extranjera e interna mantenida en BBB+; perspectiva permanece estable según agencia calificadora. • Uruguay consigue línea de crédito BID de $500 millones. Banco Interamericano de Desarrollo aprobó línea condicional para financiar transformación del sistema de transporte metropolitano de Montevideo con BRT eléctrico de alta capacidad beneficiando 1.3 millones de residentes. Venezuela • Lazos de Maduro con Turquía podrían facilitar posible exilio. Presidente venezolano encontró apoyo improbable de Erdogan; expertos sugieren que Maduro puede buscar Turquía como refugio seguro si decide huir de Caracas con garantías contra extradición a EEUU. DATOS DE EE.UU. 9:45 am – Chicago Business Barometer (PMI) Noviembre ARGENTINA Economía • Gobierno limita acceso a fondos money market para controlar tasas. Comisión de Valores anuncia que desde el lunes fondos deberán restringir porcentaje destinado a cauciones para controlar tasas; medida atribuida a pedido del Central para garantizar liquidez. • Expectativas de inflación caen a 29.7% anual. Encuesta de Universidad Torcuato Di Tella muestra descenso de 7.3 puntos porcentuales desde 37% en octubre; mediana cae de 30% a 23% reflejando menores expectativas inflacionarias a 12 meses. • Cambios en tarifas de luz y gas desde enero 2026. Siete millones de familias pierden subsidios al pasar a solo dos categorías: subsidiados y no subsidiados; usuarios N1 y 140,000 familias N3 perderán ayuda estatal con reducción de volúmenes de consumo. • Argentina elimina retenciones para Santa Cruz y Neuquén. Gobierno eliminará impuestos a exportaciones sobre petróleo convencional producido en ambas provincias; replica acuerdo anterior con Chubut mediante memorandos de entendimiento firmados en Buenos Aires. • Gobierno abrirá ofertas para cuatro hidroeléctricas viernes. Ofertas económicas se abrirán viernes 28 de noviembre a las 10 am; plantas son Alicura, Chocon, Cerros Colorados y Piedra del Aguila ubicadas en Río Negro y Neuquén. Mercados y Empresas • Mercuria y Vitol entre postores por refinería Raizen Argentina. Grupos energéticos están entre finalistas por refinería y cientos de estaciones de servicio en Argentina; acuerdo valdría más de $1 mil millones según personas familiarizadas con el asunto. Política • Milei cancela viaje a Washington para sorteo Mundial 2026. Presidente argentino canceló viaje planeado a Washington para participar en sorteo final de Copa Mundial 2026 programado para 5 de diciembre; Jefe de Gabinete Adorni no dio razones para cancelación. Foco: la jugada de Sturzenegger y los puntos que generan más tensión con la CGT Juan Manuel Barca, Clarín Clave: Ministro de Desregulación reflota puntos urticantes para sindicalismo incluyendo pérdida de poder en negociación colectiva; CGT rechaza fin de ultractividad, convenios por empresa, restricciones a huelga y reducción de indemnizaciones. • Gobierno avanza en tres frentes: Secretario Cordero coordina Consejo de Mayo, Ministro Caputo enfocado en medidas impositivas y plan de empleo, Ministro Sturzenegger con reciclado del DNU 70 y planteos más polémicos para central obrera. • Fin de ultractividad busca eliminar permanencia de convenios colectivos sin ratificación; punto espinoso para gremios ya que si no firman acuerdo se quedarían sin convenio, presionándolos a renovar sobre base de nueva legislación con posible pérdida de beneficios. • Convenios por empresa promueven preeminencia de negociación por empresa sobre convenio por actividad; implicaría distintos acuerdos salariales según tamaño y ubicación geográfica sin pisos mínimos, reduciendo poder de gremios aunque empresas grandes de UIA prefieren negociar con sindicato principal. • Extensión de jornada laboral habilita jornadas mayores a 8 horas respetando 12 horas de descanso entre jornadas; permitiría compensar mayor jornada de un día con menor de otro sin pagar extra, haciendo hora extra no voluntaria para trabajador. • Reducción de indemnizaciones busca abaratar costo de despidos promediando horas extra normales y mensuales; eliminan de base salarial comisiones y beneficios con tope de diez meses de sueldo sin considerar antigüedad total, rechazado por UIA y CGT. → Ver Economía Conversada – Tomo II, diálogo sobre impuestos al trabajo y cargas laborales: Sócrates analiza cómo cargas laborales elevadas encarecen contratación; ejemplos de Francia, Italia y Alemania muestran que exenciones fiscales mejoran empleo sin distorsionar mercado.

Alberto Ades 🇮🇱 🇺🇦 🇦🇷

20,110 Aufrufe • vor 8 Monaten

The “I never wanted any of this to be public or content” Lie, A Timeline I never wanted any of this to come out. Except I actually mean that. It’s embarrassing, it’s trashy, and it’s the opposite of how I want to present myself publicly. I stayed silent for months while lie after lie was spun about me behind the scenes because I didn’t want to air private, messy moments from a relationship I genuinely cared about. I stayed silent out of fear, because I was told no one would believe me because he would be blindly believed on his large platform. In one of our very last conversations before I blocked him everywhere mid-October, he threatened to do a show on me, contact my employer, and “turn me into the next Lindsey”. Why? Because I didn’t want to continue apologizing to him for the 300th time about venting to someone I thought was a friend. I stayed silent because of these threats. But after Wednesday, after Chelsea posted the private video Aidan gave her, (the same one he threatened me with directly back on 10/2), and after the gaslighting, I don’t have a choice anymore. So here is the timeline. Here are the receipts. Here is what actually happened. September-October 2025- I Stayed Silent Through Months of Smear Campaigns For months, several creators repeated the same false narrative that “Aidan never said a bad word about Meredith.” Jess. Glarer. Auntie Deb. Kim. Ray from Dallas. Others. Meanwhile, Aidan was: • Badmouthing me privately and encouraging others to do so publicly, • Texting Joe “Flipperhead” entire paragraphs trashing me, • Aidan knew Joe would leak them (and even bragged on a stream that he did exactly that so he’d leak them), • Sending Jess Machado after me for months on her large platform, • Directing people behind the scenes to paint me as a villain. • Sending random people who supported me DMs to change their mind (yes Aidan, not everyone is fooled by your bullshit and they came right to me). I ignored all of it. I said nothing. I stayed silent through daily lies because I didn’t want to call more attention to it or face Aidan’s wrath. November 2025 -The Rumors About “March 4” and Joe Flipperhead Flips to Team Aidan Aidan texted Joe his entire made-up version weeks ago. Joe circulated those texts on purpose. Joe threatened me with posting a video montage of mine and Aidan’s private texts. Joe is a pussy so he eventually had Kristy post it for him. Creators discussed it publicly without me ever responding. I STILL didn’t defend myself. November 26-27, 2025- Ratchet Chelsea: The Full 48 Hour Meltdown 11/26/25— The Unprovoked Attack & The March 4 Video On Tuesday night, Chelsea came out of nowhere and launched herself straight at me, accusing me of all kinds of conspiracies from harassment to the horrific crime of sending a friend request, which is explained in vivid detail in the below post (she’s since gone somewhat viral, love this for her!) She spent the next 24 hours thoroughly embarrassing herself and the moment anyone challenged her story even slightly, she did what she always does: she imploded. Her accusations spiraled into her posting the March 4 video. On 11/26/25 at 11:08 PM, Chelsea posted the first clip–a blanket, context-less snippet of me drunk saying something I immediately apologized for the next morning. At 11:50 PM, I responded because at that point, I had no choice. 11/27/25— The 9-Minute Backpedal Then on Thanksgiving, Aidan tried to save face by posting that he “didn’t want the video to be public.” And like clockwork, nine minutes later, Chelsea came charging into the comments like a Temu-sponsored bat out of hell, scrambling to apologize, trying to rewrite reality so it looked like he didn’t send her to do it. It was panicked, sloppy damage control. An amateur quality cover-up attempt that only made it more obvious how coordinated this all was. She wasn’t apologizing because she grew a conscience. She was apologizing because she got caught doing exactly what she’d been primed to do. I wonder if Aidan called her “you should’ve waited at least 20 minutes, dumbass!!!”. Not too bright that Chelsea. I can only imagine the regrets he must have for utilizing someone with the IQ of a pencil to do his dirty work. The Coordination Between Aidan & Chelsea Is Obvious Chelsea had virtually NO followers Wednesday morning. Aidan was one of the first. We’re supposed to believe someone with 150k followers just stumbled on an account that starts posting HIS private messages and HIS private videos? Kk. Aidan commented on her posts that same day, clearly encouraging it, continuing to this day, all while pretending he's not directing it. Kk. She confirmed in my DMs back on 11/6 that she and Aidan were aligned. And she literally wrote at 4:04 AM that she had “proof,” videos & screenshots she would release if I didn’t “stop calling” her, calls she still hasn’t produced a single shred of proof of. Then yesterday within 9 minutes of his post, she writes: “Sorry for going rogue, Aidan, I hope you don’t hate my guts.” Going rogue? From WHAT? Who gave you the material in the first place? The coordination is obvious to anyone with functioning brain cells. The “I never wanted this public” lie Aidan’s post yesterday claimed he “never wanted this to be public.” He’s been threatening me for months behind the scenes to post the infamous video. To do a show on me. To send things to others to weaponize against me. If this were true, why did he instruct Chelsea to post it? Why did he share it with Jess Machado to threaten me with for the last month? Why did he share it with Joe Flipperhead, and God knows who else? If he didn’t want it public, he wouldn’t have shared it with anyone, let alone the girl I caught him cheating with. The timeline is clear– Chelsea posted a video at 11:08 pm on Thanksgiving Eve, I responded at 11:50 out of self defense. He leaked first. He escalated first. He weaponized it first. Trying to rewrite that now is gaslighting, pure and simple. The “Meredith accused him of abuse” narrative is FALSE My actions tell the truth: • I never went to police. • I never filed anything. • I never told anyone he hit me. • I never repeated it. • I apologized the next day. • We stayed together for FOUR more months after that night. • He called me 100+ times some days, even indicating he’d end his life if we broke up. If he believed I was “dangerous,” his actions would have said that. They didn’t. The only reason this is public now is because HE leaked it. Actions > drunk slurred words said because a camera was shoved in my face when I asked him repeatedly to stop filming and to leave. The Wilbur Theatre Rumors—Let’s get petty for a second. This is another topic I’m cringing at discussing but we can thank Aidan for since he shared our sexual messages with Joe Flipperhead. And since some people (Auntie Deb, sweetie, this means you) insist on pushing their Dollar Store fan-fiction about the Wilbur Theatre night, let’s actually walk through what happened, using facts instead of whatever drug-induced hallucinations you’ve been spinning this week. The rumor goes like this- I was “mad at Aidan because we didn’t hook up,” and to “prove” it, they trot out a cherry-picked text where I said I wanted to hook up, he didn’t answer, and the next morning I said I was drunk and sorry. And somehow this has been spun into me being desperate, obsessed, or pining like a background character in a teenage soap opera. Adorable. Wrong, but adorable. Here’s the real plot twist-Aidan and I had already been together literally two days earlier, and shocker-that was initiated by him, not me. I didn’t just “show up at the Wilbur”. He invited me to come to the after party at Encore knowing I had a wedding earlier in the night. I wanted to see my friends there who I actually met to go with. This wasn’t a surprise, it was planned ahead of time. The “I was drunk, sorry” message wasn’t heartbreak. It wasn’t longing. It was me politely tapping the brakes because I didn’t even want to entertain whatever bad path it could lead us back down. And then? He texted me asking about my brother’s wedding, how I am, etc. I ignored him for a full week. Until I had no choice but to speak to him about MereNeill. That silence, from me, is what triggered his latest meltdown. Not mine. His. So no, Auntie Deb, your version isn’t “a different perspective.” It’s just wrong. Like wildly, hilariously, not-even-in-the-ballpark wrong. But sure, keep spinning fanfic if it makes your livestreams feel more exciting. I realize it’s probably been awhile since you’ve had any action since you’ve let yourself go so badly, so you live vicariously through others. Recap For MONTHS I ignored: • the texts he sent Joe to leak • the smear campaign • the creators parroting lies • the behind-the-scenes messages • the insinuations I hacked him and even shared revenge porn • the constant coordinated attacks • the threats of “turning me into the next Lindsey” • his warning that everyone would believe him because of his platform • the threats to contact my employer I didn’t clap back, didn’t retaliate, didn’t respond. But Wednesday, when Chelsea dumped the video he gave her, the same video she threatened weeks ago to drop, AND he posted pretending he didn’t want this all out? That was the line. They chose the nuclear option. And last night's gaslighting grift was just the icing on the cake. Now I’m responding with facts in pure self-defense. Conclusion/Message for Temu Storm This entire mess could have stayed private. I wanted it to stay private. But when someone leaks your private moments, lies about your intentions, weaponizes your past, and coordinates an online attack, you either let the false narrative stand or you defend yourself. I’m choosing to defend myself with receipts, not gossip. With timelines, not “he said.” With evidence, not weaponized drunk clips. And then there’s Aidan’s favorite delusion. The claim that I was ‘working with Karen behind the scenes’ or ‘conspiring with her to get him in trouble for the recording.’ That could not be further from the truth. I didn’t even know he had recorded her until after she already knew about it herself. I wasn’t working with her, plotting with her, or communicating with her about it. She and I have always been friendly, but we didn’t even discuss the recording until it started leaking and Joe Flipperhead went feral on Twitter. Meanwhile, Aidan spent weeks screaming at me, accusing me of being some kind of secret double agent, like he was trying to create the betrayal he was terrified of. Almost a self-fulfilling prophecy. And here’s the reality: in the last few weeks, after he’s gone fully scorched earth on me, I have talked to her, and I support her 100%. The things he’s done to her over the past couple years, and the way he twisted it all for his followers, is the exact same manipulation I lived through. I’m not going into her details because that’s her story to tell… but let’s just say I have a feeling you’ll be hearing it sooner rather than later. The lie that Aidan never wanted this to be public is just laughable at this point. Who are we kidding? He's been foaming at the mouth for months to make this content where he can play the victim, as usual. And since this week has apparently become “Let’s All Fixate on Meredith Week,” let me address the content-creator sideshow, too. Some of you are strangers, while some I actually considered my friends. It’s shocking but not shocking how quickly you all flip a switch and follow your captain’s orders. Ray from Dallas spent his Sunday foaming at the mouth in a hostile little video about me, all bark, no substance. I saw it. I’m not intimidated. Mostly, I’m embarrassed for you. Then there’s Will, who’s gone on multiple streams calling me “crazy” and pretending he’s scared of me, despite me being nothing but nice to him. Why? Because he thinks I was the first one to tell Karen he heard the recording, which he absolutely did (unless Aidan is lying about who he played it for, but we know he’s actually telling the truth on this for once). She was informed of it the very next day, which is why she called you and you know this. This was two full days before I was even aware of a call at all. Will, for someone with your track record, maybe sit the “women are dangerous” narrative out. You’re not fooling anyone. I’m staring at 15 pages of police reports and no, it’s not all “things you’ve owned up for in the past”. You know this. Again, I’d take a very large seat here. And my personal favorite-Auntie Deb, who decided to spice up his Spaces on Thanksgiving by accusing me of distributing revenge p*rn with zero evidence, zero screenshots, zero anything. Accusing me of killing a turtle yesterday. A completely fabricated felony tossed around like it’s gossip hour at the bingo hall. Considering your own professional history, James, I’d hope you of all people would understand how catastrophic false accusations can be, but apparently not. I wonder if you’ll have that same enthusiasm when the topic is you. TBD. I’ll wait for that retraction about revenge p*rn, animal abuse, etc. Ball’s in your court hun. And of course, there’s Jessica Machado, who’s been grinding this axe for months like it’s her full-time personality. Hos long did you cry when Chelsea beat you to the punch with that video? Don’t worry hun, there’s more but she didn’t post it because it’s not great for your fairytale. Since you reported my last post, I'll leave the rest up for your imagination. You’ve been so obsessed with me for so long that you can’t even keep your own narratives straight anymore. I love this so much for you. Let me be crystal clear–I am done being all of your punching bag. You love to spin this narrative that I’m this dangerous person. You’d think you’d lay off from constantly f*cking with me if you truly believed that. I would genuinely love for this nonsense to stop. But that requires ALL of you to stop manufacturing drama, stop lying, and stop weaponizing made-up crimes for clicks. And if they want to keep going? I’ve got plenty of content for many seasons to come.

The old M can’t come to the phone right now

45,160 Aufrufe • vor 8 Monaten

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 🇺🇸)

37,685 Aufrufe • vor 4 Monaten

THE TRUTH ABOUT OCTOBER 7TH: Reports confirm that Netanyahu, the Mossad and the IDF deliberately allowed the October 7th attack by Hamas to take place. They knew one year in advance of the attack and did nothing to stop it. They deliberately stood down during the attack allowing many more innocent Israelis to be slaughtered in order to get domestic and international support for war in Gaza and Iran. HOW DID OCTOBER 7TH HAPPEN? On October 7th, Hamas was able to carry out its shocking terror attack against Israel, despite Israel’s intelligence, military and security apparatus commonly considered the best in the world. Israeli Prime Minister Benjamin Netanyahu himself tweeted and quickly deleted a statement denying any foreknowledge of the October 7th attack. “Under no circumstances and at no stage was Prime Minister Netanyahu warned of war intentions on the part of Hamas" the tweet said, before it was promptly deleted. Why did Netanyahu’s team delete that tweet? Because in fact he did have intelligence that there would be an attack by Hamas and tried to hide this from the world. Foreign security services, Israeli security services and the Israeli public all knew that Hamas was planning a violent, cross-border incursion where they would attempt to over-run and attack the kibbutz communities in southern Israel and take prisoners back to Gaza. And they also knew when. But it happened anyway. Why? Ten days before the attack, and then again three days before the attack, Egypt intelligence officials passed “repeated warnings” to the highest levels of Israel’s government. In one of these warnings, Egypts premiere intelligence minister General Abbas Kamel personally called Netanyahu and warned that Hamas was about to do “something unusual, a terrible operation.” Unnamed Egyptian officials told YNET News that they were shocked by Netanyahu’s “indifference to the news.” But Israel didn’t have to trust or believe Egypt, because actually, most of the warnings of the October 7th attack came from Israeli civilians and the Israeli military itself. The civilians and soldiers who brought these emergency warnings to the military were ignored and in some cases, strangely enough, threatened with legal action. In 2022, the IDF, through confidential sources, or spies, in Gaza, actually obtained the detailed Hamas Al Aqsa Flood attack plans. Codenamed “Jericho Wall” by Israel, the excursion plan called for a barrage of rockets to begin the attack and for gunmen to pour into Israel en masse via para-gliders, on motorcycles and on foot and take hostages back into Gaza, all of which happened on October 7th. Hamas followed the blueprint that Israel already had with shocking precision. So Israel had the attack blueprints, but were they taken seriously by the IDF? Yes, the plans were diligently studied. A presentation on the planned attack was given to senior officers in the IDF’S Gaza division. The presentation concluded with this sentence: “This invasion constitutes the gravest threat that IDF forces are facing in the defense of Israel” So in response to this, did Israel’s security establishment beef up and enhance their surveillance of Hamas militants on the other side of the border? No, stunningly, they actually did the exact opposite. They decided to entirely stop monitoring Hamas’s handheld radio traffic. Because they saw it “as a waste of effort” even though during that same time in 2022, Israelis living in the kibbutz communities near the Gaza border, most of whom have some type of military training due to Israel’s mandatory IDF service laws, were, according to Israeli media, picking up clear evidence that Hamas was “practicing the breaching of the fence and conquering kibbutzim and seizing hostages and destroying everything in their path.” Then, In April 2023, 6 months before the attack, again according to Israeli media, the IDF “restricted the ability” of Israelis living near the border “to monitor Hamas’ wireless traffic.” In September 2023, less than a month before the attack, the head of the IDF’s “Devil’s Advocate” intelligence unit, which challenges prevailing narratives within Israel’s military, twice alerted senior decision-makers in both the army and political spheres about Hamas’ plans for a large-scale cross-border military operation. He reiterated these warnings in person at Intelligence Branch strategic assessment sessions on September 26th and 27th. Just days before the attack. So it was clear to everyone that Hamas wasn’t only planning to do something horrible, but it was also clear what that horrible and evil thing was. According to a female IDF soldier who spoke to Israel’s channel 12 news program, she was constantly trying to warn her superiors about the gravity of Hamas training exercises. She was threatened with legal action. “We were told that if we continue to harass on this issue, you will stand trial.” So, Egypt knew, the Israeli military knew, and the Israeli civilians knew. Yet, two days before October 7th, the Israeli military took two entire commando brigades, or around 100 soldiers, away from the the soon to be breached locations of the Gaza border and sent them to the other side of the country, to the West Bank village of Huwara despite no Hamas presence being in Huwara and despite there being giant Israeli dance parties taking place right along the same border fence where violent, escalating and obvious Hamas drills of breaching and kidnapping were taking place. According to Israeli media reports, Lt. Col. Sahar Fogel, an operations officer at the IDF’s Gaza Division, opposed the approval of the Nova Party based on the last minute nature of its event application and the intensifying Hamas drills at the border and because if something were to happen, more soldiers were on holiday. It was the Jewish holiday of Sukkot. The Lt. Col. explained his opposition to the party’s approval to his superiors. He was instructed to allow the event. Israeli Newspaper Haaretz reported that other Gaza division officers privately “told of irregular conduct and pressure surrounding the approval of the party.” In February 2024, Elkana Federman, the head of security for the Nova festival gave an interview to Israel’s Channel 14 where he made a statement that hasn’t been reported on by any American media. “I had a guard at the festival who had served in the Re’im Division [near Gaza border], and a week before the festival he sent me a voice message, basically warning me, saying, ‘Elkana, something is going to happen over Sukkot. I just wanted to let you know, there are a lot of warnings, I passed the voice message on to local IDF officials and they told me everything was all right.” The Hamas attacks were violent and brutal. They have been likened to tragic events such as September 11th and the Holocaust, so it comes as a surprise that Benjamin Netanyahu and members of his Likud party have at times described the attacks as somewhat of a political gift. Nissim Vaturi, a member of Netanyahu’s Likud party in the Knesset, referred to the attack as sort of gift from God because they are being used to justify the current ongoing war, stating: “We were meant to fight this war against Hamas, as is happening now, and luckily for us it came from the heavens.” Israeli Prime Minister Benjamin Netanyahu explained that Israel didn’t have domestic or international support to invade or destroy Gaza. He said the October 7th Hamas attack solved both of those problems for him, stating “We couldn’t get the domestic consensus to make a definitive solution to the problem of Hamas. That is, no one would agree across the Israeli public to go in and basically destroy Hamas, go throughout Gaza and destroy Hamas. We didn’t have the international consensus either; nobody would understand why we are doing it. Both conditions were created because of the Hamas attack on Israel on October 7th.” Did the Israeli military, the Israeli intelligence community, and the political leadership of Israel allow this ghastly attack to happen to justify wiping out the population of Gaza? The evidence proves, yes. WHERE WAS THE IDF? During the October 7th attacks what did the Israeli military do? For hours they did nothing, it was a deliberate military stand down order. It's important to remember that Israel is just slightly bigger than the size of the state of New Jersey. But for some reason, once the Hamas attacks began, the time it took the Israeli army and rescue teams to arrive, fight and rescue Israelis at the different kibbutz communities and sites being attacked took anywhere from 4 hours to more than 20 hours. The New York Times has reported: “Thousands of soldiers were less than 40 minutes from the towns that were under attack.” A video that Israeli media obtained from an army helicopter, corroborated by Israeli survivors, prove that there were more than 500 Israeli soldiers directly outside of the Kibbutz entrance, fully armed, with Humvees and tanks but it took 10 hours for those soldiers to show up. Avital, a survivor of the Be’eri attack, described to Haaretz: “500 soldiers stood outside, with equipment and vehicles. I remember yelling at them, ‘We’re being slaughtered, come in, save us and no one said anything.” So why did it take so long for help to arrive? Haaretz reported: “At 7 A.M., the party organizers called Lt. Col. Elad Zandani, the man tasked with approving the festival and told him that terrorists were shooting the partygoers. He suggested that they fend for themselves. The first IDF forces arrived at the party scene at 3 P.M., that’s an 8 hour response time for one of the most efficient, capable and well militarized security forces in the world operating in a country the size of New Jersey with their Gaza division only a few miles away. And what makes this even more strange? Around 4 hours into the Hamas assault, at 10:46AM, Israel was already launching operations and bombing targets inside of Gaza. So, if Israel could begin an offensive attack into Gaza within 4 hours, why did it take more than 6 hours and in most cases more than 10 hours and even 20 hours in some cases to mobilize inside of their own country to stop the ongoing attack and to defend the lives of their own people? The New York Times quoted Ben Zion, an Israeli military reservist who spoke to Israeli media. He said his unit voluntarily left central Israel in a convoy at 1:30PM, they got together and left for the south on their own. He expected to see the roads packed with soldiers and equipment and armored vehicles heading south. “The roads were empty!” he recalled in an interview. Roughly seven hours into the fighting, he turned to the reservist next to him and asked: “Where’s the IDF?” The brutal and deadly Hamas terrorist attack of October 7th is so central to justifying Israel’s ongoing war in Gaza that Israel is actually outlawing questioning the October 7th government narrative. Israelis who spread information counter to the October 7th government narrative, which the Israeli Knesset calls “falsehoods and propaganda” could face up to 5 years in prison. Between the abundance of concrete evidence that suggests Israeli military allowed October 7th to happen by ignoring dozens of reliable and specific warnings, threatening soldiers with legal actions who tried to warn their military superiors and taking troops away from the area of the Gaza border that was attacked and now evidence that suggests there was some type of military stand down order in place on October 7th, it is important to ask, what was October 7th and what kind of war is the United States supporting? WHAT IS THE HANNIBAL DIRECTIVE? Images and videos of burnt cars, blacked and charred bodies and incinerated homes in southern Israel were plastered on every phone screen and television after the October 7th Hamas attack. The images and videos were used by the Israeli government to justify the military’s heavy handed tactics in their ongoing war against Hamas, But were all the images and videos actually the result of the Hamas attack? Innocent Israeli civilians were brutally killed by Hamas on October 7th, but there is evidence that proves the IDF killed their own Israeli citizens in what is known as the Hannibal Directive. To understand what the Israeli military did to their own civilians on October 7th, you have to understand the political aspirations of Hamas and what the goal of taking hostages is, it is political leverage. There are over 10,000 Palestinians in Israeli jails. 3,000 of whom haven’t been to trial or charged with a crime. When militant groups manage to capture Israeli civilians or soldiers it gives them leverage to force a prisoner swap and get some of their people out of Israeli prison. For example, in 1986, Hamas managed to kidnap 3 Israeli soldiers and bring them to Gaza. They demanded 1,150 Palestinian prisoners in return for these soldiers. After this, the military drafted a secret field order to prevent future kidnappings. It was called the "Hannibal Directive." The directive gets its name from the Carthaginian general who chose to poison himself rather than allow himself to be captured alive by the romans. In 2003, strangely enough on October 7th 2003, three Israeli soldiers were taken hostage and brought into Lebanon. Following the activation of the Hannibal Directive, IDF attack helicopters fired indiscriminately on 26 vehicles thus ensuring the death of their own soldiers and therefore robbing Lebanese militants of the ability to demand Israel make concessions. The Last known application of the Hannibal Directive was in 2014. In Rafah. Hamas fighters managed to capture an Israeli soldier, Lt. Hadar Goldin. Instead of allowing the lieutenant to be used as leverage by Hamas, the military killed him. Dropping bombs, missiles and shells on the area he was being held, killing the soldier and also over 100 Palestinian civilians. The scale of the Hannibal Directive on October 7th was entirely different from those of the past. A retired Israeli air force general, Nof Erez, described it during a podcast with Haaretz, an Israeli newspaper saying “The Hannibal Directive was apparently applied at a certain stage, because at the moment they understand there is a kidnapping, they immediately say, ‘Guys, this is Hannibal.’ But the Hannibal we trained for all of the last twenty years, is for a vehicle we know at what point of the fence it enters, on what side it drives, and maybe even on which road it drives. This was a Mass Hannibal.” We know the Hannibal Directive means to kill your own, so what does “mass Hannibal” mean? A large mainstream Israeli media outlet reported: “In the week after Black Shabbat, October 7th, soldiers of elite units, at the initiative of the Southern Command, checked about 70 vehicles that remained in the area between the Otaf settlements and the Gaza Strip. These are vehicles that did not reach Gaza, because on the way they were shot by a combat helicopter, an anti-tank missile or a tank, and at least in some cases everyone in the vehicle was killed.” 70 vehicles and in some cases, everyone in the vehicle was killed. These are Israelis killed by Israel. Again, only reported on in the Israeli media. Tuval Escapa, is a member of the security team for Kibbutz Be’eri. He set up a hotline so kibbutz residents could communicate with the Israeli army. He told Haaretz that “the commanders in the field made difficult decisions, including shelling houses on their occupants” in order to eliminate would-be hostages as well the terrorists. They shelled entire houses. Do we hear this in the American mainstream media? That the Israeli military targeted and destroyed over 70 cars with hellfire missiles that were filled with Israelis and that they decimated entire Israeli homes with tank shells? A report in Haaretz on October 20th notes that the Israeli military also carried out an airstrike on their own military base, the Erez crossing. That base was filled with Israeli Civil Administration officers and soldiers at the time. An Israeli woman named Yasmin Porat gave an interview with Israel Radio that the military “undoubtedly” killed numerous Israeli hostages during gun battles with Hamas militants. IDF General Barak Hiram, prevented hundreds of troops from entering Kibbutz Be’eri for hours on October 7th, when he finally allowed the IDF to go in, he ordered tanks to fire on multiple homes. The tank shells killed at least 12 Israeli hostages and 3 children. Recently the UN published an investigation confirming several of these facts, namely, that the IDF had in fact activated the Hannibal Directive on October 7th stating “The Commission is aware of allegations that Israeli Special Forces used the “Hannibal Directive” to prevent the capture of Israeli civilians and their transfer to Gaza, even at the cost of killing them" The Commission documented one statement by an ISF tank crew, confirming that the crew had applied the Hannibal Directive. The Israeli military, Israeli civilians and the United Nations all admit to the IDF purposely killing their own on October 7th. How many? It’s hard to know the exact number, but the imagery of charred bodies and incinerated cars and homes are still being used to this day to manufacture consent and support for Israel’s ongoing assault of the Gaza Strip, where more than 47,000 Palestinians have been killed including 15,000 innocent children. ISRAEL'S FINANCIAL SUPPORT FOR HAMAS: Israel and Netanyahu helped funnel over $1 Billion dollars to Hamas in order to keep Palestine from being recognized as a State. It was Netanyahu and Israel who helped create Hamas thinking that they could control them and would be able to use Hamas as an excuse for their continued military operations and occupation in Gaza. ISRAEL'S SECRET NUCLEAR WEAPONS: The front lines of the war between Israel and Hamas are expanding and moving beyond Gaza. Yemen’s Houthis intensified their involvement, going from simply attacking Israeli bound cargo ships to now navigating an armed drone over 1,200 miles, evading Israel’s Iron Dome defense system and managed to strike inside Tel Aviv causing a massive explosions. In addition to their ongoing war in Gaza, Israel has attacked or been attacked by Iraq, Lebanon, Syria and Iran. Meanwhile, the U.S. continues to promise Israel unconditional and limitless support. But has anyone even asked if this support is LEGAL? According to the 1976 Symington and Glenn Amendments of the Armed Foreign Assistance Act, which is now a part of the Arms Export Control Act, the United States cannot give foreign aid, whether that’s economic or military, to any nuclear armed state that is not a signatory to the Non-Proliferation Treaty, or the NPT, but the United States gives billions of dollars every year to Israel and according to all international arms organizations, Israel has anywhere from 90 to 400 nuclear warheads and Israel has not signed the NPT. So how does this legally happen? The United States and Israel simply pretend Israel does not have nuclear weapons, literally, that’s what’s done. It is called “Nuclear Ambiguity.” This nuclear ambiguity, which allows Israel to continue to receive billions from the U.S. and also operate and maintain their nuclear arsenal with absolutely no international oversight and zero regulation, is maintained and preserved through the threat of force. Due to a previously Top Secret gag order, all U.S. government agency employees and contractors are forbidden from discussing Israel’s nuclear weapons program. Even insinuating or mentioning information that’s already in the public domain is forbidden for all federal employees and contractors. It sounds hard to believe but let’s give an example: James Doyle used to work at Los Alamos National Laboratory as a nuclear security specialist. He violated this gag order. Doyle wrote an academic article arguing that Nuclear weapons do not do a good job at deterring countries from attacking one another, he wrote: “Nuclear weapons did not deter Egypt and Syria from attacking Israel in 1973, Argentina from attacking British territory in 1982 or Iraq from attacking Israel during the 1991 Gulf War.” A clear reference to Israel’s nuclear weapons. Doyle’s security clearance was promptly withdrawn, his home was raided, his computers were seized and he was fired from the Department of Energy. So apparently that’s how it works. In 2018, The New Yorker published a stunning report in which they discuss another way Israel’s nuclear ambiguity is enforced: secret presidential letters. According to former U.S. officials and former Israeli officials, every recent US administration since Clinton in 1993 has performed the same ritual as it came into office. They all agreed to undermine U.S. law by signing secret letters, brought to them by hand by their Israeli counterparts stipulating that they’ll never acknowledge what everyone knows: that Israel indeed has nuclear weapons. The National Archives is currently refusing to release the letters, arguing that even confirming their existence would violate the secrecy pact. So there’s a gag order that stops all federal employees and contractors from simply acknowledging Israel’s nuclear weapons and U.S. presidents sign secret letters promising not to acknowledge or pressure Israel to do anything relating to their proliferation status. That means asking questions like these are entirely off limits enforced by the threat of government violence or law fare. But all of this information leads to a series of questions: Where does Israel dispose of the toxic waste its program generates? Are Israel’s nuclear weapons ever used to coerce the U.S. into making adverse policy decisions? How about our allies? Besides apartheid South Africa, has Israel offered any of its nuclear weapons for sale to other foreign countries? To U.S. adversaries? Has Israel mounted nuclear weapons onto its German supplied Dolphin class submarines? Or their American supplied F-35 jets? No questions are allowed and what is the cost, the dollar amount, for Americans, of this “nuclear ambiguity” policy? To be exact, almost $240 billion dollars of military and economic aid has gone from the U.S. taxpayer since the passing of the Symington and Glenn Amendments. That’s far more than the United States spent rebuilding Europe under the Marshall Plan. And none of that quarter of a trillion dollars should have been allowed under U.S. law. That’s the price of keeping Israel’s secret. A quarter trillion and yet where is the International Atomic Energy Agency and international nuclear inspectors? The same ones who monitor every other nuclear armed country in the world? DOES ISRAEL PERSECUTE CHRISTIANS? Before the war, Israel’s Christian minority were already being targeted with dispossession and violence. In Jerusalem’s Old City, narrow streets line the ancient neighborhood and Jewish Israeli civilians spitting on and attacking Christian clergy members is commonplace in Israel. Evidence of this shows a video from a few days before October 7th of Christians in the Old City of Jerusalem carrying a cross while a group of Orthodox Jewish Israelis many of them children walk by and spit at the Christians. It’s become mainstream to believe Christians don’t belong in Israel and only Jewish people do. A few years ago, the mission, the Virgin Mary’s place of death, was attacked and vandalized by Israelis. The graffiti on the ancient walls read “Death to heretical Christians, the enemies of Israel,” and “May his name and memory be obliterated,” in reference to Jesus. According to Haaretz, at a Jewish school, the leader of an anti-assimilation group Bentzi Gopstien told students that it’s quote “mitzvah” or a “good deed” to burn and destroy Christian churches. Should Americans, especially Christian Americans be allowing billions of their tax dollars to be used to ethnically cleanse, attack and bomb Holy sites and Christian civilians? What has happened since Israel has launched its war against Hamas? Israel has displaced 2.4 million Palestinians in Gaza, 80% of the buildings and homes have been reduced to rubble, at least 45,000 Palestinians have been killed with 50% being women and children. In America, we’re told we should prioritize sending billions of U.S. taxpayer dollars to Israel over dealing with our own issues here at home because Israel needs to be able defend itself. Well, it seems like what initially appeared as a defensive war, is appearing more like an offensive war with the expansionist goal of the permanent military occupation of the Gaza Strip. Did the Israeli military, the Israeli intelligence community, and the political leadership of Israel allow this terrible attack to happen to justify wiping out the population of Gaza, a genocide justified by an attack that Israel could have stopped had they wanted to.

Truth Justice ™

603,047 Aufrufe • vor 1 Jahr

The “I never wanted any of this to be public or content” Myth I never wanted any of this to come out. Except I actually mean that. It’s embarrassing, it’s trashy, and it’s the opposite of how I want to present myself publicly. I stayed silent for months while lie after lie was spun about me behind the scenes because I didn’t want to air private, messy moments from a relationship I genuinely cared about. I stayed silent out of fear, because I was told no one would believe me because he would be blindly believed on his large platform. In one of our very last conversations before I blocked him everywhere mid-October, he threatened to do a show on me, contact my employer, and “turn me into the next Lindsey”. Why? Because I didn’t want to continue apologizing to him for the 300th time about venting to someone I thought was a friend. I stayed silent because of these threats. But after Wednesday, after Chelsea posted the private video Aidan gave her, (the same one he threatened me with directly back on 10/2), and after the gaslighting posts yesterday, I don’t have a choice anymore. So here is the timeline. Here are the receipts. Here is what actually happened. September-October 2025- I Stayed Silent Through Months of Smear Campaigns For months, several creators repeated the same false narrative that “Aidan never said a bad word about Meredith.” Jess. Glarer. Auntie Deb. Kim. Ray from Dallas. Others. Meanwhile, Aidan was: • Badmouthing me privately and encouraging others to do so publicly, • Texting Joe “Flipperhead” entire paragraphs trashing me, • Aidan knew Joe would leak them (and even bragged on a stream that he did exactly that so he’d leak them), • Sending Jess Machado after me for months on her large platform, • Directing people behind the scenes to paint me as a villain. • Sending random people who supported me DMs to change their mind (yes Aidan, not everyone is fooled by your bullshit and they came right to me). I ignored all of it. I said nothing. I stayed silent through daily lies because I didn’t want to call more attention to it or face Aidan’s wrath. November 2025 -The Rumors About “March 4”, Joe Flipperhead Flips to Team Aidan Aidan texted Joe his entire made-up version weeks ago. Joe circulated those texts on purpose. Joe threatened me with posting a video montage of mine and Aidan’s private texts. Joe is a pussy so he eventually had Kristy post it for him. Creators discussed it publicly without me ever responding. I STILL didn’t defend myself. November 26-27, 2025- Ratchet Chelsea: The Full 48 Hour Meltdown 11/26/25- The Unprovoked Attack & The March 4 Video On Tuesday night, Chelsea came out of nowhere and launched herself straight at me, accusing me of all kinds of conspiracies from harassment to the horrific crime of sending a friend request, which is explained in vivid detail in the below post (she’s since gone somewhat viral, love this for her!) She spent the next 24 hours thoroughly embarrassing herself and the moment anyone challenged her story even slightly, she did what she always does: she imploded. Her accusations spiraled into her posting the March 4 video. On 11/26/25 at 11:08 PM, Chelsea posted the first clip–a blanket, context-less snippet of me drunk saying something I immediately apologized for the next morning. At 11:50 PM, I responded because at that point, I had no choice. 11/27/25-The Gaslighting & 9-Minute Backpedal Then yesterday, Aidan tried to save face by posting that he “didn’t want the video to be public.” And like clockwork, nine minutes later, Chelsea came charging into the comments like a Temu-sponsored bat out of hell, scrambling to apologize, trying to rewrite reality so it looked like he didn’t send her to do it. It was panicked, sloppy damage control. An amateur quality cover-up attempt that only made it more obvious how coordinated this all was. She wasn’t apologizing because she grew a conscience. She was apologizing because she got caught doing exactly what she’d been primed to do. I wonder if Aidan called her “you should’ve waited at least 20 minutes, dumbass!!!”. Not too bright that Chelsea. I can only imagine the regrets he must have for utilizing someone with the IQ of a pencil to do his dirty work. The Coordination Between Aidan & Chelsea Is Obvious Chelsea had virtually NO followers Wednesday morning. Aidan was one of the first. We’re supposed to believe someone with 150k followers just stumbled on an account that starts posting HIS private messages and HIS private videos? Kk. Aidan commented on her posts that same day, clearly encouraging it. She confirmed in my DMs back on 11/6 that she and Aidan were aligned. And she literally wrote at 4:04 AM that she had “proof,” videos & screenshots she would release if I didn’t “stop calling” her, calls she still hasn’t produced a single shred of proof of. Then yesterday within 9 minutes of his post, she writes: “Sorry for going rogue, Aidan, I hope you don’t hate my guts.” Going rogue? From WHAT? Who gave you the material in the first place? The coordination is obvious to anyone with functioning brain cells. The “I never wanted this public” lie Aidan’s post yesterday claimed he “never wanted this to be public.” If this were true, why did he instruct Chelsea to post it? Why did he share it with Jess Machado to threaten me with for the last month? Why did he share it with Joe Flipperhead, and God knows who else? If he didn’t want it public, he wouldn’t have shared it with anyone, let alone the girl I caught him cheating with. The timeline is clear– Chelsea posted a video at 11:08 pm on Thanksgiving Eve, I responded at 11:50 out of self defense. He leaked first. He escalated first. He weaponized it first. Trying to rewrite that now is gaslighting, pure and simple. He's been lighting matches behind the scenes for months, praying for this to go public. The “Meredith accused him of abuse” narrative is FALSE My actions tell the truth: • I never went to police. • I never filed anything. • I never told anyone he hit me. • I never repeated it. • I apologized the next day. • We stayed together for FOUR more months after that night. • He called me 100+ times some days, even indicating he’d end his life if we broke up. If he believed I was “dangerous,” his actions would have said that. They didn’t. The only reason this is public now is because HE leaked it. Actions > drunk slurred words said because a camera was shoved in my face when I asked him repeatedly to stop filming and to leave. The Wilbur Theatre Rumors—Let’s get petty for a second. This is another topic I’m cringing at discussing but we can thank Aidan for since he shared our sexual messages with Joe Flipperhead. And since some people (Auntie Deb, sweetie, this means you) insist on pushing their Dollar Store fan-fiction about the Wilbur Theatre night, let’s actually walk through what happened, using facts instead of whatever drug-induced hallucinations you’ve been spinning this week. The rumor goes like this- I was “mad at Aidan because we didn’t hook up,” and to “prove” it, they trot out a cherry-picked text where I said I wanted to hook up, he didn’t answer, and the next morning I said I was drunk and sorry. And somehow this has been spun into me being desperate, obsessed, or pining like a background character in a teenage soap opera. Adorable. Wrong, but adorable. Here’s the real plot twist-Aidan and I had already been together literally two days earlier, and shocker-that was initiated by him, not me. I didn’t just “show up at the Wilbur”. He invited me to come to the after party at Encore knowing I had a wedding earlier in the night. I wanted to see my friends there who I actually met to go with. This wasn’t a surprise, it was planned ahead of time. The “I was drunk, sorry” message wasn’t heartbreak. It wasn’t longing. It was me politely tapping the brakes because I didn’t even want to entertain whatever bad path it could lead us back down. And then? He texted me asking about my brother’s wedding, how I am, etc. I ignored him for a full week. Until I had no choice but to speak to him about MereNeill. That silence, from me, is what triggered his latest meltdown. Not mine. His. So no, Auntie Deb, your version isn’t “a different perspective.” It’s just wrong. Like wildly, hilariously, not-even-in-the-ballpark wrong. But sure, keep spinning fanfic if it makes your livestreams feel more exciting. I realize it’s probably been awhile since you’ve had any action since you’ve let yourself go so badly, so you live vicariously through others. Recap For MONTHS I ignored: • the texts he sent Joe to leak • the smear campaign • the creators parroting lies • the behind-the-scenes messages • the insinuations I hacked him and even shared revenge porn • the constant coordinated attacks • the threats of “turning me into the next Lindsey” • his warning that everyone would believe him because of his platform • the threats to contact my employer I didn’t clap back, didn’t retaliate, didn’t respond. But Wednesday, when Chelsea dumped the video he gave her, the same video she threatened weeks ago to drop, AND he posted pretending he didn’t want this all out? That was the line. They chose the nuclear option. Now I’m responding with facts in pure self-defense. Conclusion/Message for Temu Storm This entire mess could have stayed private. I wanted it to stay private. But when someone leaks your private moments, lies about your intentions, weaponizes your past, and coordinates an online attack, you either let the false narrative stand or you defend yourself. I’m choosing to defend myself with receipts, not gossip. With timelines, not “he said.” With evidence, not weaponized drunk clips. And then there’s Aidan’s favorite delusion. The claim that I was ‘working with Karen behind the scenes’ or ‘conspiring with her to get him in trouble for the recording.’ That could not be further from the truth. I didn’t even know he had recorded her until after she already knew about it herself. I wasn’t working with her, plotting with her, or communicating with her about it. She and I have always been friendly, but we didn’t even discuss the recording until it started leaking and Joe Flipperhead went feral on Twitter. Meanwhile, Aidan spent weeks screaming at me, accusing me of being some kind of secret double agent, like he was trying to create the betrayal he was terrified of. Almost a self-fulfilling prophecy. And here’s the reality: in the last few weeks, after he’s gone fully scorched earth on me, I have talked to her, and I support her 100%. The things he’s done to her over the past couple years, and the way he twisted it all for his followers, is the exact same manipulation I lived through. I’m not going into her details because that’s her story to tell… but let’s just say I have a feeling you’ll be hearing it sooner rather than later. And since this week has apparently become “Let’s All Fixate on Meredith Week,” let me address the content-creator sideshow, too. Some of you are strangers, while some I actually considered my friends. It’s shocking but not shocking how quickly you all flip a switch and follow your captain’s orders. Ray from Dallas spent his Sunday foaming at the mouth in a hostile little video about me, all bark, no substance. I saw it. I’m not intimidated. Mostly, I’m embarrassed for you. And your family(ies) will feel the same when your ass is doxxed next week. Can’t wait to tAkE tHaT WaLk with you! Then there’s Will, who’s gone on multiple streams calling me “crazy” and pretending he’s scared of me, despite me being nothing but nice to him. Why? Because he thinks I was the first one to tell Karen he heard the recording, which he absolutely did (unless Aidan is lying about who he played it for, but we know he’s actually telling the truth on this for once). She was informed of it the very next day, which is why she called you and you know this. This was two full days before I was even aware of a call at all. Will, for someone with your track record, maybe sit the “women are dangerous” narrative out. You’re not fooling anyone. I’m staring at 15 pages of police reports and no, it’s not all “things you’ve owned up for in the past”. You know this. Again, I’d take a very large seat here. And then my personal favorite-ex-fake friend Auntie Deb, who decided to spice up his Spaces on Thanksgiving by accusing me of distributing revenge porn with zero evidence, zero screenshots, zero anything. A completely fabricated felony tossed around like it’s gossip hour at the bingo hall. Considering your own professional history, James, I’d hope you of all people would understand how catastrophic false accusations can be, but apparently not. It would be a shame if I were to share the real reason around your separation at the middle school and how you wanted to bring Turtlenoy into it. This is all based on the several witnesses I’ve spoken to. See how that works? You announce things as fact based on something someone told you. I wonder if you’ll have that same enthusiasm when the topic is you. TBD. I’ll wait for that retraction about revenge porn. Ball’s in your court hun. And of course, there’s Jessica Machado, who’s been grinding this axe for months like it’s her full-time personality. Hos long did you cry when Chelsea beat you to the punch with that video? Don’t worry hun, there’s more but she didn’t post it because it’s not great for your fairytale. If you thought the fall-out of Kate’s video was bad, Jessica…stay tuned. I may have been momentarily distracted dealing with the chaos from Temu Chelsea, but there’s an army of your victims out there that are eager and ready for your downfall. The false claim that I shared “revenge porn,” the conspiracy theories, the wild accusations you present as fact, all of it. The 10+ streams you’ve now defamed me on. You’ve been so obsessed with me for so long that you can’t even keep your own narratives straight anymore. I love this so much for you. Let me be crystal clear–I am done being all of your punching bag. You love to spin this narrative that I’m this dangerous person. You’d think you’d lay off from constantly f*cking with me if you truly believed that. I would genuinely love for this nonsense to stop. But that requires ALL of you to stop manufacturing drama, stop lying, and stop weaponizing made-up crimes for clicks. And if they want to keep going? I’ve got plenty of content for many seasons to come.

Meredith O

16,962 Aufrufe • vor 8 Monaten