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"A PEACEFUL SOLUTION" Loop Animation (EARLY ACCESS) Via: CanaryPrimary #nsfw #canaryprimary #dracowrldz #animationleaks #leaks #leak #thebestleaker #DWLKS #nsfw #earlyaccess

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Composer by Symphony: Completing the Liquidity Loop on Sei For the past several months we had been working on a key project in parallel with our core aggregator product. Introducing Composer, a bonding curve style launchpad natively on Sei. Why Symphony Built Composer Symphony is the first native DEX aggregator on the Sei blockchain. While there are currently no fees, our routing engine will eventually earn revenue through a commission on the savings difference (versus the most liquid DEX) every time a trade is executed, so healthy volumes and a wide range of tokens directly strengthen our long-term revenues and the network’s depth. While Sei boasts industry-leading finality, launching tokens here has remained a manual, fragmented process with a high technical barrier. Founders might also negotiate private deals, liquidity providers wait for improvised pools, and traders discover assets only after spreads have widened. Fewer launches mean less order flow – exactly where an aggregator needs growth. We now close the gap with the introduction of Composer which offers a turn-key, on-chain launch path that bootstraps liquidity via a deterministic bonding curve and graduates projects once they reach a meaningful depth. It also automatically lists graduating tokens on Symphony, which means every partner integration that uses Symphony will be able to access them. Composer’s Mechanics -Launch fee: 2 SEI, filters spam while keeping entry friction low -Graduation threshold: 9001 SEI bonded, guarantees real depth before open trading -Creator pre-buy: up to 20% of supply permitted, aligns founders with public buyers -Pre-bonding fee: 1% on buys & sells, contributes to Symphony’s developmental growth -Initial bonding venue: DragonSwap, currently deepest order flow for miscellaneous tokens (more DEXs will follow) -Listing event: automatic Symphony inclusion at graduation, no manual exchange negotiations and instantly accessible by existing Symphony integration partners Partnership Incentives 1. SEIYAN Liquidity Boost SEIYAN on SEI, the leading OG memecoin on Sei, will commit part of its treasury to bond capital into select Composer pools, accelerating their journey to graduation. When those pools succeed, the tokens SEIYAN accumulated are airdropped to xSEIYAN stakers, dispersing fresh assets to a large, existing community and instantly creating expanded holdership. Composer projects get immediate depth; SEIYAN holders gain diversified exposure; the entire network benefits from heightened awareness. 2. SEIYAN Backed Rebate Every Composer-graduated token launches with a 1 basis point (0.01%) rebate paid in $SEIYAN, which was acquired by Symphony’s treasury to fund this campaign. 3. DragonSwap Integration Bonus To celebrate DragonSwap's token launch, graduation of a successfully bonded token from Composer will be exclusively traded on DragonSwap. Because of this, you will also receive an additional 1 basis point rebate (0.01%) in 2. — the DragonSwap token. Together, these incentives shorten time-to-liquidity, amplify marketing reach, and create tangible economic incentives for every participant in the launch cycle. We also have intentions to expand the incentive program with additional rewards as more traction builds. Launch Timeline Closed-invite cohort begins closed testing deployments today (July 7, 2025) for selected invite-only users. These tests will not be made public nor intended to be publicly tradeable. Official open-alpha access for public release will be July 10, 2025. This is when tokens will be able to be launched by anyone on Sei on a live basis. Next Roadmap Items -Mobile support: optimized trading to cater to an increasing mobile audience -Multi-DEX support: automatic routing across every major Sei venue to minimize slippage -Turn-key staking: one-click contracts so graduates can reward holders through community building from day one via simplified single sided staking -Liquidity redeployment: optional turn-key yield strategies upon graduation -Additional integrations: possible API or direct integration with partners to access trading during the pre-bonding stage, such as through MILLI ⚡'s Telegram Trading Bot Early Access Reward Composer potentially transforms Sei’s raw speed into a self-sustaining pipeline of new assets and trading volume. Join us at launch and help shape the next chapter in Symphony’s and Sei’s growth story. Those who participate in the initial stages of Composer (in terms of both launching tokens and trading them during pre-bonding) will likely be factored into Symphony’s eventual token launch as part of a reward process. We expect hiccups and necessary optimizations so early participation is a critical process in ensuring our product becomes resilient and, of course, a fun experience. dApp Link and public access will become available on Thursday, July 10th, 2025. Source:

Symphony Exchange

13,799 views • 1 year ago

JAMES COMEY LEAKED CLASSIFIED INTELLIGENCE TO THE NEW YORK TIMES in order to push the Russia Collusion narrative onto the American people to take down Trump. Adam Schiff wasn't the only leaker of classified intel. James Comey specifically leaked classified intel to the NYT in order to enable a special prosecutor to take down Trump and conspire with other mainstream media organizations to fool and lie to the American people to push them to go against Trump with a false narrative. This is basically "Project Mockingbird." The main media channels were colluding with government in order to take down a sitting president and undermine the U.S. This has been going on since 2016 against Trump and still is to this day. The FBI concluded numerous legacy news media stories that crafted the false Russia collusion narrative contained illegally leaked classified intelligence but failed to definitively identify the leakers. But agents did force a stunning admission that ex-FBI Director James Comey used a special conduit to the Pulitzer Prize-winning New York Times in his bid to polish his image and push for a special prosecutor to take down President Donald Trump. Columbia University law professor Daniel Richman admitted to agents in interviews he routinely communicated on behalf of Comey, his longtime friend, with Times reporter Michael Schmidt, whose work was among the newspaper's 2018 Pulitzer-winning stories on Russian election interference. The goal, Richman told the FBI, was "to correct stories critical of Comey, the FBI and to shape future press coverage" outside of the bureau's official press office, according to internal FBI memos that current Director Kash Patel delivered to Congress this week. While Richman was known to have been publicly quoted in news stories as an advocate for Comey, he admitted to agents — who were part of the FBI’s Arctic Haze classified leaks inquiry — that he was given access by Comey to what turned out to be highly classified information up to the SCI level and sometimes provided information to reporters on an anonymous basis. Richman insisted he did not believe he had confirmed or provided classified intelligence to reporters but said he could not be 100 percent, the memos state, noting he could only make his leak denial “with a discount.” "Richman was pretty sure he did not confirm the Classified Information. However, Richman told the interviewing agents he was sure 'with a discount' that he did not tell Schmidt about the Classified Information," one FBI memo recounted. In the end, the Justice Department decided not to pursue any criminal charges against Comey or any of his lieutenants or now-Sen. Adam Schiff despite potential evidence of leaks, saying it could not be certain of who leaked what and when. But its interrogation of Richman and his admissions of significant contact with the Times' Schmidt provide the most detailed account to date of how Trump critics like Comey — who was fired by the president — used the media to craft narratives that ultimately turned out to be untrue or misleadingly overstated, the memos show. Just the News also revealed this week that a career intelligence officer who worked for Democrats on the House Intelligence Committee for more than a decade repeatedly warned the FBI beginning in 2017 that then-Rep. Adam Schiff had approved leaking classified information to smear then-President Donald Trump over the now-debunked Russiagate scandal. Schiff has denied the allegation. Newly-declassified FBI memos also include details on classified leaks investigations dubbed Tropic Vortex, Foggy Falls, Riding Hood, Sirens Lure, Echos Fate, and Genetic Christmas. Comey, Richman, and “Arctic Haze” The FBI leak investigation code-named “Arctic Haze” revealed key details about Richman — Comey’s longtime friend, confidante, and media conduit — including what was at that time his nearly decade-long source relationship with Michael Schmidt of The New York Times. The leak investigation zeroed in on four news articles which contained leaked classified information. The first was a New York Times article by four reporters — Schmidt, Matt Apuzzo, Adam Goldman, and Eric Lichtblau — from late April 2017 titled “Comey Tried to Shield the F.B.I. from Politics. Then He Shaped an Election.” The second was a Washington Post story by Ellen Nakashima from early April 2017 titled “New details emerge about 2014 Russian hack of the State Department: It was ‘hand to hand combat’.” The third was another Washington Post piece by Karoun Demirjian and Devlin Barrett from late May 2017 titled, “How a Dubious Russian Document Influenced the FBI’s Handling of the Clinton Probe.” The fourth was a Wall Street Journal article by Holman Jenkins Jr. from late May 2017 titled, “The Trump-Russia Story Starts Making Sense.” The April 2017 Times article by Schmidt quoted Richman defending Comey: “Jim sees his role as apolitical and independent. The F.B.I. director, even as he reports to the attorney general, often has to stand apart from his boss.” Schmidt wrote that “confidants like Mr. Richman say he was constrained by circumstance” while “navigating waters in which every move has political consequences.” Richman also reportedly said that Comey displayed “a consistent pattern of someone trying to act with independence and integrity, but within established channels” and that “his approach to the Russia investigation fits this pattern.” The Times article wrongly argued that, in the case of the Trump-Russia investigation, Comey “conducted the investigation by the book.” The FBI memos show that Arctic Haze was opened by the FBI’s Washington Field Office as a media leak investigation in mid-August 2017, after a redacted source in late June 2017 “reported the unauthorized disclosure of classified information in eight articles published between April and June 2017” and after a DOJ request at the start of August 2017. Arctic Haze was predicated on the four aforementioned stories. The FBI closed the investigation in early September 2021 — with the DOJ charging no one with leaking classified material — with the bureau’s closure document providing details about the FBI’s failed attempt to catch the leakers. The bureau document indicated that it had been treated as an “Espionage Investigation.” The FBI said the “factual predication” for the leak inquiry was largely based on the classified information which first appeared in the April 2017 Times piece. The FBI noted that Comey had “publicly indicated on several occasions that classified information contributed to his decision” to unilaterally and preemptively announce in early July 2016 that he did not believe any reasonable prosecutor would charge Hillary Clinton over her mishandling of classified information on a private email server and his further announcement in October 2016 that the Clinton emails investigation was (briefly) being reopened. The bureau said Comey had four reasons for making the announcements the way he did, including that “Comey had concerns the Classified Information, which directly related to whether or not the Attorney General [Loretta Lynch] should have been recused from the Midyear Exam investigation, would be leaked to the media or would otherwise be disclosed.” Comey had told the Senate Intelligence Committee in July 2017 that “one significant item I can’t, I know the committee’s been briefed on. There’s been some public accounts of it, which are nonsense, but I understand the committee’s been briefed on the classified facts.” The bureau said that, in classified testimony to a bureau watchdog, “Comey confirmed the specific Classified Information, which was discussed in the New York Times article, and indicated it did impact his decision to make unilateral, public statements about the Midyear Exam [Clinton] investigation.” Recent declassifications provide more details on the classified intelligence which swayed Comey to let Clinton off the hook, as well as revealed more information on so-called Clinton Plan intelligence which the Comey FBI seemed to ignore as it launched the Crossfire Hurricane investigation into Trump. Comey hires Richman to afford him Top Secret Clearance. The FBI said that “Comey instructed the FBI to hire Richman as a Special Government Employee (SGE)” in 2015 and “to grant him a Top Secret clearance with access to Sensitive Compartmented Information” and that “FBI records indicated Richman was hired to work on ‘Going Dark’ matters.” The bureau said its investigation “revealed Comey also hired Richman so Comey could discuss sensitive matters, including classified information, with someone outside of the FBI’s regular leadership. Comey also used Richman as a liaison to the media.” “The investigation revealed Richman had been a source for Michael Schmidt, one of the reporters credited with writing the article at issue, and The New York Times since at least 2008,” the bureau wrote. “Richman first spoke with Schmidt regarding an investigation into illegal activity in sports. Prior to Richman becoming an SGE, Schmidt visited Richman’s house numerous times. The New York Times quoted Richman several times, both on the record and on background, in stories regarding Jim Comey. After he was terminated by President Trump, Comey used Richman as a conduit to convey to the media memoranda of his meetings with President Trump.” “According to Richman, Comey and Richman talked about the ‘hammering’ Comey was taking from the media concerning his handling of the Midyear Exam investigation. Richman opined Comey took comfort in the fact Richman had talked to the press about his feelings regarding Comey’s handling and decision-making on the Midyear Exam investigation. Richman claimed Comey never asked him to talk to the media,” the FBI notes say. The FBI wrote that “Richman recalled Comey told him there was some weird classified material related to Lynch which came to the FBI’s attention” and that “Comey told Richman about the Classified Information, including the source of the information.” The FBI said that “investigators learned that FBI Office of Public Affairs was told to assist The New York Times with the April 2017 article” and that “Comey either directed or otherwise authorized FBI’s official assistance to The New York Times.” Disgraced and fired FBI special agent Peter Strzok and former FBI lawyer Lisa Page, with whom Strzok was having an affair, appear to have been involved in briefing the Times, according to the bureau memos. “Strzok stated he believed FBI Executive Management told them to meet with the New York Times. Strzok said he recalled being told to provide an investigator-level briefing on the Midyear Exam investigation,” the FBI said. “During the March 30, 2017, meeting, the Times told Strzok and Page they had the Classified Information.” The “summary of investigative steps” by the FBI included interviews with bureau and intelligence community officials, document reviews, phone and email records researches, the review of a 2017 “Tropic Vortex” investigation conducted by then U.S. Attorney John Durham and the U.S. Postal Inspection Service, and more. “Based upon discussions with DOJ, these investigative steps did not generate sufficient proof to charge any individual with willfully transmitting the Classified Information, conspiring to transmit the Classified Information, or aiding and abetting another person’s Transmission,” the FBI concluded in 2021. The FBI claimed that “the investigation has not yielded sufficient evidence to criminally charge any person, including Comey or Richman, with making false statements or with the substantive offenses under investigation.” Inspector General calls Comey's leaks "unauthorized" DOJ inspector general Michael Horowitz wrote a report released in August 2019 criticizing Comey’s decision to leak his so-called “Comey Memos” — including details about Trump’s alleged comments about Lt. Gen. Mike Flynn — to the media in 2017 in an effort by the then-fired FBI director to spur the appointment of a special counsel. Horowitz wrote that his investigation “interviewed 17 witnesses, including former Director Comey and Daniel Richman, the individual who, at Comey's request, shared the contents of one of the Memos with a reporter [Schmidt] for The New York Times.” Comey told Horowitz that the day after being fired by Trump, he retained Richman as an attorney. “We have previously faulted Comey for acting unilaterally and inconsistent with Department policy,” the DOJ watchdog wrote. “Comey’s unauthorized disclosure of sensitive law enforcement information about the Flynn investigation merits similar criticism.” Comey admitted in 2017 that he had hoped leaking this information “might prompt the appointment of a special counsel.” Horowitz concluded Comey’s leaks were “an attempt to force the Department to take official investigative actions.” “Comey had several other lawful options available to him to advocate for the appointment of a special counsel, which he told us was his goal in making the disclosure,” Horowitz wrote. “What was not permitted was the unauthorized disclosure of sensitive investigative information, obtained during the course of FBI employment, in order to achieve a personally desired outcome.” Horowitz sent a criminal referral to the DOJ over Comey’s memos at the time, but the DOJ declined to prosecute. Comey’s leak efforts were successful, however, as Robert Mueller was appointed special counsel within days of the Comey Memo leaks making their way to the New York Times. An article in the Times penned by Schmidt was titled “Comey Memo Says Trump Asked Him to End Flynn Investigation” and was published on May 16, 2017. Then-Deputy Attorney General Rod Rosenstein appointed Mueller as special counsel the next day. After two years, Mueller “did not establish” any criminal Trump-Russia collusion. Other classified leaks inquiries also come up short, here is a list: The newly-declassified FBI memos also detail a host of other failed or botched classified leaks investigations that made their way into legacy media. They were given operational code names such as Tropic Vortex, Foggy Falls, Riding Hood, Echos Fate, and Genetic Christmas. Tropic Vortex: he Justice Department’s Tropic Vortex classified leaks investigation focused on an unspecified October 2016 article by The New York Times as well as an early March 2017 article written by Times reporters Schmidt and Michael Shear and titled, “Comey Asks Justice Dept. to Reject Trump’s Wiretapping Claims.” Foggy Falls: The FBI’s Foggy Falls classified inquiry focused on a Washington Post article by three reporters — Ellen Nakashima, Devlin Barrett, and Adam Entous — from mid-April 2017 titled, "FBI obtained FISA warrant to monitor former Trump adviser Carter Page.” The bureau’s Riding Hood investigation included a main focus on a Buzzfeed News article from early April 2017 written by Ali Watkins and titled, “A Former Trump Adviser Met With A Russian Spy.” The FBI speculated that the classified information in that article may have informed a mid-April 2017 story by the Washington Post written by three reporters — Ellen Nakashima, Devlin Barrett, and Adam Entous — and titled, "FBI obtained FISA warrant to monitor former Trump adviser Carter Page.” Siren's Lure: The FBI’s unsuccessful Sirens Lure classified inquiry focused on three Washington Post stories. The first was one by four reporters — Matt Zapotosky, Sari Horwitz, Devlin Barrett, and Adam Entous — from late May 2017 titled, "Jared Kushner Now a Focus in Russia Investigation.” The second was an article by three reporters — Ellen Nakashima, Adam Entous, and Greg Miller — from late May 2017 titled, "Russian Ambassador Told Moscow that Kushner Wanted Secret Communications Channel with Kremlin.” The third was a piece by four reporters — David Filipov, Amy Brittain, Rosalind Helderman, and Tom Hamburger — from early June 2017 titled, "Explanations for Kushner's Meeting with Head of Kremlin-linked Bank Don't Match Up.” Echos Fate: The bureau’s Echos Fate classified leaks inquiry focused on two Washington Post stories. The first one mentioned by the FBI was a mid-January 2017 story by David Ignatius originally titled “Four burning questions on Russia” which was renamed “Why did Obama dawdle on Russia’s hacking?” The second was by three reporters — Greg Miller, Adam Entous, and Ellen Nakashima — published in early February 2017 and titled, “Officials Say Flynn Discussed Sanctions.” Genetic Christmas: The FBI’s failed Genetic Christmas classified leaks investigation focused on an NBC News article written by three reporters — William Arkin, Ken Dilanian, and Cynthia McFadden — which was published in mid-December 2016 and was titled, “U.S. Officials: Putin Personally Involved in U.S. Election Hack.” Series of leaks fed "blatantly false" information to media: Director of National Intelligence Tulsi Gabbard recently harshly criticized this specific leak to NBC News, as well as one to The Washington Post, arguing that they fed a false narrative that the intelligence community had already reached a conclusion on Russian leader Vladimir Putin’s intentions during the 2016 election when the Obama-ordered Intelligence Community Assessment had not yet been completed. “Deep State officials in the IC begin leaking blatantly false intelligence to the Washington Post, as proven by the unpublished PDB and previous IC products, claiming that Russia used ‘cyber means’ to influence ‘the outcome of the election.’ … Another leak to the Washington Post falsely alleges that the CIA ‘concluded in a secret assessment that Russia intervened’ in the election to help President Trump,” the Gabbard-led Office of the Director of National Intelligence assessed last month. ODNI added: “At this point, there is no official IC assessment that contains that conclusion [...] IC officials again leak to the media, this time claiming [to NBC News] that IC officials believe ‘with a high level of confidence’ that Russian President Vladimir Putin was personally involved in the ‘U.S. Election Hack’.” Source: Just The News

The SCIF

32,064 views • 11 months ago

Check out our latest #Earth2 #creation the #MotorwayMarauder🌍✌️From #ConceptArt to #gameready, gives me #MadMax & #Terminator vibes - love it! Some #IMPORTANT things to remember about #Earth2 #drops leading up to #E2V1👇 1⃣Acquiring #skins is completely optional 2⃣ Notably, the #skins we drop leading up to the #E2V1 release will more likely have a ‘Limited Supply’, something that rewards our early supporters with increased rarity. These Limited Supply drops will become less frequent in the future being replaced with drops of unlimited supply but restricted availability requiring Players to wait for a skin to become available in the skin store or hope to acquire it via game play inside #E2V1 3⃣ Our goal is not to have these early #skin drops sell out during their maiden release, but rather provide an opportunity for our early supporters to secure skins they like at a discounted price with the welcoming guarantee of an all time Limited Supply. 4⃣ Most of the early #skin drops will naturally allow #Players to resell them, but importantly many will also be assigned with a once ever discount rate. #Skins that have Future Price Reduction assigned with “No” means that if the #skin does not sell out on its maiden drop and subsequently gets listed in store again at a future date, #Earth2 will never resell that #skin at any discounted rate. 5⃣ #Earth2 is building a modular clothing system, meaning that most items of clothing, especially if sold separately, will be interchangeable on avatars making them more useful and giving the #Player more ways to mix up their outfits, look the part & express themselves. 6⃣ The version of the skin you see in store is the base version you receive with the skin, however, there will also be opportunities to tailor outfits in game allowing for the adjustment in fabrics, prints, colours and more (be prepared for a little legwork though, unless you want to take your clothing items to another #Player who specialises in tailoring). 7⃣ #Earth2 is proud to have uniquely designed the #skins you listed in our store & it is important to remember that these #skins are the end result of a long and stringent internal character pipeline we have developed. Each skin starts from concept art which is reviewed and iterated on numerous times before being approved. Once approval is given, it is handed to our 3D modelling team for sculpting into high poly, then low poly, while receiving numerous reviews and adhering to our pipeline protocols. When the low poly version is finished, the 3D team then finishes with UV mapping and texture baking and runs their own QA process. Once the entire 3D sculpting process is approved, the models enter the skinning, rigging and weight painting process and are then passed to the animation team for further testing with various animations and another set of QA such as minimising clipping and identifying any other potential flaws in the model. The model then needs to go through the final process with a game developer to ensure it passed the final tests and is game ready for #E2V1. 8⃣ The above steps only represent a light explanation of our character and clothing pipeline, but as you can see we’re not simply selling static concept art images or a high poly 3D model that lacks any kind of optimisations resulting in little chance of it ever being game ready in its advertised state - there is a lot of work that takes place in order to get these skins to the stage our #Players see them in the video footage. Each skin sold helps support different parts of the development of Earth 2 providing us with new opportunities to further expand our team, speed up development and keep stepping closer to our short and long term goals for #E2V1 and #Earth2. 9⃣ We understand that fashion will become a big part of the #Metaverse, but we want to remind people that while some #Players may decide to set rules for certain skins being required for access or a ticket to entry under certain circumstances, from #Earth2’s perspective these skins are for cosmetic purposes only. 🔟 These skin drops also give #Earth2 the chance to show off our ability and versatility in avatar creation and accessories so even if you’re not keen on picking up a skin, remember to have fun and simply enjoy the progress! Also take heart every time you see a #skindrop, if the #E2V1 pre-alpha was not launching this year I wouldn't be dropping skins. We want to have at least some diversity for #avatars inside #E2V1 from the early stages! #Earth2 #Metaverse #Skins #Fashion #Collectibles #3DWorld #WIP #prealpha2024

Shane Isaac 🌍2️⃣

19,007 views • 2 years ago

Behind The Scenes In The Vegas Loop: Inside Elon Musk's The Boring Company Bold Bet On Urban Mobility Hey everyone. Tesla Owners Silicon Valley (Tesla Owners Silicon Valley) here. I recently had the chance to go behind the scenes with Steve Davis, President of The Boring Company, for a deep dive into the Vegas Loop in Las Vegas. This wasn’t a quick photo op. It was a full 47-minute immersion: riding through the LED-lit tunnels in a Tesla, visiting active construction sites with Prufrock boring machines, and hearing directly from Steve about what’s working today, and what’s coming next. I’m posting the full long-form video alongside this recap so you can experience it firsthand. But here’s the readable, “what actually matters” story from the tour. From “Traffic Is Soul-Crushing” To A Working Underground Network The Boring Company was founded in 2016, born of a familiar frustration: gridlocked cities that can’t build fast enough, cheap enough, or with minimal disruption. The premise is simple but ambitious: reinvent tunneling to make it practical infrastructure, not a decade-long mega-project. Las Vegas is where that idea is being tested at real scale. Instead of waiting for buses, shuttles, or rail schedules, the Vegas Loop aims to provide point-to-point trips in Teslas, fast, quiet, and emissions-free, connecting major destinations without the chaos of the Strip above. And after seeing it up close, what stands out most is how operational it already is. This isn’t a render. It’s a functioning system handling real demand, in real conditions, with real riders. What It Feels Like: Fast, Weirdly Fun, And Surprisingly Smooth The “Loop experience” is part transit, part sci-fi. The tunnels are lined with shifting LEDs—purples, greens, yellows—that make the ride feel more like entering a venue than commuting. Trips are short and direct. One example Steve shared: LVCC to Encore in about 85 seconds. But the biggest “wait, that just happened” moment on the tour was Full Self-Driving. FSD Underground (And Onto Surface Streets) We rode in a Model Y running Full Self-Driving (Supervised), which navigated the tunnels smoothly and then transitioned back to surface streets without intervention. Steve’s point wasn’t that autonomy is a cool demo; it’s that autonomy is a force multiplier for throughput, consistency, and future scale. Steve Davis: “Full Self-Driving Supervised is live commercially between LVCC and Encore, watch this: zero interventions as it navigates the tunnels and pops out onto surface streets seamlessly.” Right now, they still operate with safety drivers, but the trajectory is clear: as autonomy matures, the system can move more people with tighter headways and less variability than human-driven operations. The Numbers: “Spiky Demand” Is Where This System Wants To Win Vegas isn’t a steady-demand commuter city. It’s a burst-demand city: conventions, games, concerts, and tourist surges. Steve emphasized that this is exactly where the Loop model shines, because you can scale vehicles dynamically without rebuilding an entire transit line. During CES 2026, the Loop moved 90,000+ passengers, peaking at 6,600+ riders per hour, including 22,000+ trips to/from Resorts World, Encore, and Westgate. That’s on top of 3.5M+ total passengers since 2021. Steve Davis: “We’ve hit over 3 million passengers since 2021, and during CES 2026 alone, we shuttled more than 90,000 people, peaking at 6,600 passengers per hour without a hitch.” And beyond the numbers, there’s a secondary effect people don’t always talk about: for many riders, this is their first time in a Tesla, and it’s an unusually positive first impression. The Airport Connection: A Phased Plan With A Very Clear Endgame Connecting the system to Harry Reid International Airport is the crown jewel, and they’re doing it in phases to deliver value quickly while they work through the harder parts. Phase 1 (Live Now) Limited airport rides are already operating via a mix of tunnels and surface streets from existing stations, including Resorts World, Encore, Westgate, and LVCC. They’re doing roughly 50 test rides per day, and Steve noted 100 of ~130 vehicles are already “airport-ready” with transponders. Phase 2 (Next Couple Months) This is where things get meaningfully faster: a 2.2-mile dual tunnel from Westgate to 4744 Paradise Road, eliminating about two miles of surface traffic and stoplights. New stations are planned at Virgin Hotels, The Boring Company’s apartment complex, the former Gordon Biersch site, and Firefly. Fleet expands to 160 vehicles. Steve Davis: “Phase 2 kicks in soon: a 2.2-mile tunnel to Paradise Road, cutting out those surface miles and stoplights.” Phase 3 Extend to 5032 Palo Verde Road near Terminal 1, further removing surface bottlenecks around Tropicana and University Center. Fleet scales to 250–300 vehicles. Phase 4 (The “Holy Grail”) A direct underground station at the terminals, true curb-to-gate simplicity, fully underground. Steve Davis: “Phase 4 is the holy grail: a direct underground station right at the airport terminals.” The Big Build: 68 Miles, 104 Stations, Privately Funded The long-term vision is expansive: 68 miles of tunnels and 104 stations spanning the Strip, downtown, the stadium, and the airport. Core Strip construction begins this fall, with a 2027 target for that major phase, and further expansion into 2028–2029. Steve emphasized something important here: the funding model. These builds are privately funded, and the cost structure is the entire point: build rapidly and avoid “subway economics.” Steve Davis: “68 miles, 104 stations… all privately funded at about $10M per mile, versus billions for subways.” The Real Workhorses: Prufrock Boring Machines Up Close If the Loop is the user experience, Prufrock is the engine underneath it. Seeing Prufrock at an active dig site is hard to describe unless you’ve stood next to one. It’s enormous, loud, and relentlessly practical. The key advantage is that it changes the setup cost: it can launch from the surface without massive open pits, and it’s designed to move fast, with a long-term target of one mile per week. The machine isn’t just digging; it’s built around an integrated approach to lining, pumping, and maintaining the tunnel environment while staying cost-effective. Challenges They’re Solving In Real Time: Groundwater And Permitting One of the most interesting “myth-busting” moments was hearing Steve talk about tunnel conditions. Despite the desert setting, the tunnels are roughly 30 feet below grade, and in many areas, they’re fully submerged in groundwater, sand, clay, caliche, and water management, all part of the daily reality. Steve Davis: “Tunnels are 30 feet down, fully submerged in groundwater, desert myth busted.” They manage leaks through periodic sealing (foam, maintenance cycles) and now operate with stronger compliance processes for water treatment and disposal. The bigger long-term bottleneck, though, isn’t engineering; it’s approvals. Steve noted they need hundreds of permits (600+), and many can take months. Their push is toward a more streamlined, operator-style approval model, closer to how SpaceX is regulated: certify capability and safety, then execute without rearguing every step. Steve Davis: “Permitting’s the bottleneck… we’re advocating for a SpaceX-style operator license.” Fleet Scaling And The “Robovan” Strategy Right now, the fleet is about 130 Teslas, including Model Ys and Cybertrucks, tuned for tight turns and repeated high-frequency operations. The larger goal is to scale up to 1,200 vehicles as the network grows. And that’s where Robovan (high-occupancy, event-optimized vehicles) becomes strategically important. Steve’s framing was refreshingly clear: cars are more efficient for small groups. Robovans win when you can predict surges, like a Raiders game or a Sphere show, and load high-occupancy vehicles in advance. Steve Davis: “Robovans shine when everyone’s going to the same spot… that’s when you put the high occupancy vehicle in.” What’s Next: Suburbs, Regional Links, And Bigger Swing Ideas After the core network is built, they’re looking at suburban expansions (Henderson, Summerlin) via shorter demo segments first, proving utility for pedestrian and vehicle connectivity. And then Steve hinted at the kind of long-range thinking that gets people excited (and skeptical): longer-distance routes, potentially even Hyperloop concepts like Reno connections, if permitting and economics align. Steve Davis: “Suburbs like Henderson and Summerlin next… long-term? Hyperloop to Reno… private funding makes it doable if permitting catches up.” Final Take: Vegas Is Becoming A Live Testbed For A New Kind Of Transit This tour made one thing very clear: The Boring Company isn’t trying to win the “traditional public transit debate.” They’re trying to change the rules of what’s feasible, building faster, cheaper, and with an experience that people actually want to use. Watching FSD glide through the tunnels, seeing Prufrock tearing through the ground, and hearing the phased plan for the airport and Strip expansion straight from Steve… It’s hard not to feel like Vegas is a real-world preview of what mobility can look like when infrastructure is built like technology. Huge thanks to Steve Davis and The Boring Company team for the access and the time. And keep an eye out, I’m posting the full 47-minute video with this recap so you can see the ride, the sites, and the details for yourself. What do you think, would you ride the Loop instead of sitting in Strip traffic?

Tesla Owners Silicon Valley

447,027 views • 5 months ago

X's Recommendation Algorithm Analysis ===================================== Used Grok Code Fast to get a quick breakdown of X's recommendation system. What Makes a post Go Viral =========================== tldr: Engagement prediction trumps everything. Post content that generates interactions. Based on the actual algorithm code, posts that rank highest typically have: + High predicted engagement scores (ML models predict likes/reposts/replies) + Strong personalization match (SimClusters similarity to user interests) + Social graph relevance (RealGraph connections to user's network) + Media content (images/videos get engagement multipliers) + Author credibility (follower count, verification, tweepcred score) + Content quality signals (passes spam/NSFW/quality filters) + Timely relevance (freshness factor, trending topics) + Conversation potential (high reply prediction scores) The algorithm uses machine learning models to predict engagement, not simple weighted formulas. Success is measured by actual user interactions, creating a feedback loop that continuously improves ranking predictions. How the Algorithm Actually Works =============================== 1. Candidate Generation (9 sources): - Earlybird (in-network posts) ~50% - UTEG (out-of-network recommendations) - postMixer, Lists, Communities, Content Exploration - Static, Cached, Backfill sources 2. Feature Hydration (~6000 features per post): - User features (interests, behavior, demographics) - post features (text, media, metadata, engagement) - Graph features (SimClusters, RealGraph, social connections) - Real-time signals (current engagement, trending status) 3. Scoring Pipeline (4 models): - Model Scoring (NAVI heavy ranker) - Reranking Pipeline - Heuristic Scoring - Low Signal Scoring 4. Filtering (24 total filters): - 10 Global Filters (age < 48h, deduplication, location, etc.) - 14 Post-Score Filters (Grok safety, language, video duration, etc.) 5. Final Selection & Mixing: - Sort by final scores - Apply diversity rules - Mix with ads, who-to-follow, prompts - Generate timeline Key Prediction Models ==================== The algorithm predicts these engagement types: • PredictedFavoriteScore (likes) • PredictedRetweetScore (reposts) • PredictedReplyScore (replies) • PredictedGoodClickScore (meaningful clicks) • PredictedVideoQualityViewScore (video engagement) • PredictedBookmarkScore (saves) • PredictedShareScore (external shares) • PredictedDwellScore (time spent viewing) • PredictedNegativeFeedbackScore (hides/blocks) Weight System Reality ==================== IMPORTANT: The algorithm does NOT use fixed percentage weights like: ❌ Like Prediction (35%), Repost (28%), etc. ACTUAL SYSTEM: ✅ Weights are learned parameters from ML training ✅ Default values in code are 0.0 (overridden by feature flags) ✅ Weights are personalized per user and constantly A/B tested ✅ Different content types (video vs text) get different treatment ✅ Weights change based on real-time context and user state Example scoring process: 1. ML models predict engagement probabilities 2. Feature flags provide current weight multipliers 3. Personalization adjusts weights for individual user 4. Real-time context modifies final scores 5. Business rules apply quality gates and diversity What Actually Drives Viral Content ================================== Based on code analysis, viral posts typically: 1. Generate High Engagement Predictions: - Models predict high like/repost/reply probability - Content resonates with multiple user communities - Strong early engagement signals 2. Pass All Quality Gates: - Survive 24 different filter stages - Meet safety standards (not spam/NSFW/violent) - Author has good credibility signals 3. Achieve Personalization at Scale: - Match interests across diverse user segments - Trigger SimClusters similarity for many users - Connect through RealGraph social relationships 4. Optimize for Platform Mechanics: - Include media (images/videos perform better) - Post during high-activity periods - Use formats that encourage replies/reposts Key Takeaways ============= ✅ Engagement prediction is everything - the algorithm optimizes for user interactions ✅ Personalization is sophisticated - uses ML embeddings, not simple keyword matching ✅ Quality filtering is extensive - 24 stages prevent low-quality content ✅ Weights are dynamic - constantly optimized through ML and A/B testing ✅ Scale matters - system processes billions of posts daily with <50ms latenc Transparency exists - this analysis is possible because X open-sourced the algorithm The system is designed to surface content users will engage with, creating a feedback loop that rewards creators who understand their audience and produce engaging content. Bottom line: Create content that generates genuine engagement from your target audience. The algorithm will learn and amplify what works.

tetsuo

307,903 views • 10 months ago

🎉 new skill unlocked: 20s uninterrupted, unstitched, single render from our new ai video engine: Nami. This is my birb (#7531) from the Moonbirds collection, idling in the library. patent: "Intra-Latent Semantic Injection via Cross-Spatial Encoding and Decoding during Multi-Pass Inference for Generative AI Video Creation" At Scrypted we've been quietly working on an agentic generative AI stack for two years: • integrating and testing w/ partners across the games & entertainment sectors • stealthily building a community of early believers through AVB • showcasing some of what we're doing with amazing projects like H011yw00d Agent. -- about Nami -- Nami is an agentic orchestration layer for AI video models: it unlocks their inner superpowers without making them rely on custom LoRAs or fine-tunings. Instead of throwing raw training power and tens of millions of dollars at training yet another ai video model: we figured out new ways to use what we have. Nami harnesses a multi-agent system to perform the work needed in taking a simple prompt or image and turning it into something bigger - much bigger. The agentic steps are allowed to manipulate latent space, digging into tensors, yet doing so in semantically aware chunks - meaning that Nami inherently supports video generation of arbitrary length, though it's bound to O(n) rendering time. (We do have some cool sharding tech that allows us to cut the generative time in half for a reference pose idle-animation like this demo). It's also fairly agnostic, picking and choosing the right tools for the job, and plays really well with emerging tech like FLUX Kontext, FramePack, or <- without being limited by any of them. -- use cases -- Even just a year or two ago the 20 second render below would cost a company, paying an agency, around $10k start-to-finish. This one cost me $6.25 on our dev hardware in an unoptimized environment. There's something mind-blowing about the state-of-the-art when we reduce costs to 0.0625% - less than 1% - of what we used to pay. It's also empowering. For creators. Game developers. Content influencers: you name it. -- superpowers -- 1. it does the things you ask for, in the order you asked for it 2. consistency is king 3. single-shot text or image-to-video 4. future videos can reference previous ones to seamlessly maintain style 5. semantic stitching: can't wait to showcase this -- gtm -- We think Generative AI Video, like image generation, like text, like games, should be a publicly accessible common good. We believe democratizing access to Nami in web3, via x402 payments proposed by Drew Coffman, or in World's mini-apps, is a bold step forward for digital freedom. Permissionless, decentralized, generative ai video. Naturally, we'll also soon release a web platform for using Nami in a traditionally SaaSy way: bring your own images, videos, or prompts and we'll take care of the rest. In the mid-term, Scrypted is building a stack of agentic skills (we call it AVB) and making them available to projects like H011yw00d Agent on Virtuals Protocol and other platforms. -- long-term vision -- Scrypted's mission is to decentralize the things that can't be decentralized. We participated in a16z crypto's CSX (London 2024) during our pre-seed specifically to research a new consensus protocol for hard things like AI video and AI agents: where there's no "one right answer". When Zero-Knowledge Proofs (ZKP) can't secure it, and Trusted Execution Environments (TEEs) are too small, we've got you covered with our upcoming Inori Network. -- how you can help -- 1. Are you a GPU farm? We're gonna need more flops. 2. Do you represent an L1 or L2? We want to build bridges. 3. Do you represent a Wallet or App creator? Let's get an endpoint exposed. 4. Are you an investor? Let's chat. 5. Like, repost, share! -- team background -- We come from a background of AI in the Video Game industry with each founder having over 20 years of experience at companies like Electronic Arts & Square Enix. -- contact -- DMs are open, reach out if you want to be an early tester for your site, game, collection, or project! -- try it out -- Go anywhere on X and tag H011yw00d Agent with a prompt and she'll give you a free 2 second render. Have fun making cinematic shorts or meme videos! -- thanks -- AWS Startups has been an incredible help scaling our prototypes. Also, shout out to all loyal beans 🫘 in the Autonomous Virtuals Beings (AVB) community. Nami has a very important role in the upcoming XP agent platform, can't wait to show you all. AVbeings

Tim Cotten

12,617 views • 1 year ago

Tim Hortons employee punched by her supervisor and forced to leak through pants while menstruating Tim Hortons corporate claims it “never knew,” but a 22-year-old worker in Havelock, Ontario, says she was beaten, humiliated, and denied basic human needs on the job. Madison, who says she openly disclosed her learning disability on her resume and has difficulty multitasking, was punched in the arm four times by a supervisor identified as Amonjot. “My one supervisor, she punched me in the arm four times because people kept coming in through drive-thru to order things,” Madison said. “I asked her why she punched me, and she said it was out of rage.” The assault left bruises, and when Madison reported it to owner Stephan and warned she would press charges if it happened again, he threatened her with termination because management “needs” the supervisor, according to a detailed May email from her mother. Madison’s mother described the Havelock location as “disgustingly run,” accusing Stephan of prioritizing money over employees, allowing supervisors to yell at staff in front of customers, cutting hours as punishment, and ignoring health and safety complaints that were not issues under the previous owner. In one instance, Madison’s hours were slashed from 25–28 per week to just 7–11 after she tried to self-advocate. Even more disturbing is the repeated denial of bathroom access. While menstruating, Madison asked to use the restroom. “I was menstruating, and I told him I need to go to the bathroom. He said that I can wait,” she recalled. “I leaked through my pants, everything, and he wouldn’t let me go home. Not even to change, because I had to finish my shift.” On another occasion she warned a supervisor: “I’m going to the bathroom now or else I’m just going to wet myself. And then you’ll have to send me home because I’m not working in it.” Tim Hortons head office, responding to detailed questions about the allegations of physical assault, verbal abuse, bathroom denial and retaliation, claimed this was the “first time” they had “learned of this.” The company stated the punching incident was “addressed the same day,” that no one is aware of any bathroom restrictions, and that requests to leave shifts early for health reasons are always honoured. Though Madison continues to work at the location, she was visibly terrified when I first spoke to her on her way to work earlier this month. Management immediately questioned her about what she had said to me and warned her not to speak to media. She admitted then, and confirmed again now, that she had stayed silent out of fear of being fired on the spot. Head office later accused me of forcing Madison to speak by blocking her on the sidewalk and refusing to let her by. The response focused on defending corporate image rather than protecting a vulnerable employee with a disclosed disability. Madison said she would not have come forward without external support because she feared losing her only job in a town with few options. “I’d be afraid of losing my job,” she stated plainly. Through the Help Madison campaign, funds are being raised via GiveSendGo to replace any potential lost income she may suffer as a result of her whistleblowing, provide free legal defence if retaliation escalates, and connect her with employers who will treat her with basic dignity. Madison hopes her decision to speak out will ultimately encourage others and let them know that they’re not alone. “I’m hoping to help others… and maybe it will help other people get out of the bad situation that they are in,” she said. A young woman with a learning disability was punched, humiliated, and denied bathroom access while bleeding through her clothes. Tim Hortons says it does not tolerate abusive behaviour, yet Madison’s account, backed by her mother’s complaints and visible injuries, tells a different story. Here is how Rebel News is helping — and how you can too: 1. Help Madison — Give what you can directly to Madison through GiveSendGo. Your support will show her that she is not alone, that whistleblowers deserve protection, and that vulnerable workers deserve dignity. 2. Donate to Madison's legal fund — If the bullying escalates, we want Madison to have access to a top-notch employment lawyer at no cost to her. Your donation makes that possible. 3. Sign the pledge to boycott Tim Hortons — Send a clear message to Tim Hortons that Canadians will not stand by while vulnerable workers are abused, silenced, and discarded. REPORT by Tamara Ugolini 🇨🇦:

Rebel News

186,891 views • 14 days ago

I IGNORED IGAMING FOR TWO YEARS. THEN I DID THE MATH Here is what changed my mind Imagine a debate: Everyone is arguing about the next big narrative - AI agents? - Meme coins? - Another DeFi twist? But suddenly someone mentions iGaming - and the conversation does not die. It grows The same thing started happening on Crypto Twitter recently I used to be the one who always changed the topic until recently Let me explain WHAT I HAD TO ADMIT iGaming is not a new hype It is a multi billion machine that has been generating real cash for years 13 percent annual growth Crypto volumes in the sector are doubling year over year The money is already flowing The only thing that changes is who captures it on-chain Looking at it now I do not understand how I ignored it before BUT FIRST WHY I DID NOT TRUST THIS SECTOR All iGaming tokens sounded the same: - Huge market - Loud promises - Token detached from real usage I thought it was just noise but that assumption was my mistake What changed my position was not hype or anyone’s recommendation It was structure concrete verifiable numbers THIS IS AN INDUSTRY THAT NEVER NEEDED CRYPTO Here is the right question I should have asked from the start Can a token connect to activity that already exists instead of trying to create it This is a completely different starting point iGaming answers this question YES Millions of people go on platforms every day not to farm points and not to speculate but to play bet and interact This activity generates what crypto rarely has at scale - stable revenue independent of sentiment A PLATFORM THAT EXISTED BEFORE THE TOKEN? Most crypto projects follow this scheme: 1. Launch a token 2. Distribute incentives 3. Try to find users But I found a project that positions itself differently - 1win Token 1win did the opposite First nearly a decade of operations: - 30M+ users in 50+ countries - Systems for engagement and monetization - Around 1B USD annual revenue - Global celebrity advertising - Nine years of operations before the first token The platform existed long before the token did And that order matters more than it seems WHERE TOKENOMICS FINALLY BECAME INTERESTING Most buyback mechanisms are just marketing in a whitepaper Here it is different The mechanism is deterministic and built into code: - A portion of real platform revenue goes to weekly buybacks from the market - Bought tokens are returned to users as cashback - 10 percent of every spent 1WIN is burned daily - Fixed supply 10B No inflation No additional issuance The loop looks like this: ACTIVITY -> REVENUE -> BUYBACK -> REWARDS -> BURN -> LOWER SUPPLY Activity affects the token Not sentiment This is a flywheel tied to real human behavior not the price of BTC THE ARCHITECTURE MOST PEOPLE MISS $1WIN is natively deployed on BNB Chain and Solana via LayerZero When tokens move between chains they are burned on source and minted on destination Total supply remains constant This removes typical bridge risks that have already killed many projects And it gives access to: - BNB liquidity and retail base - Solana speed and DeFi activity This level of design is not accidental THE SIGNAL THAT MADE ME LOOK TWICE Then I saw the collaboration with Jupiter Not a vague partnership announcement but a live reward campaign inside the Jupiter ecosystem Jupiter is the core infrastructure hub of Solana DeFi with billions in daily volume Serious infrastructure platforms do not align with projects without substance This added another layer of confidence before the tokensale ATTENTION IS ALREADY BOUGHT INTO CRYPTO There is another layer most people ignore Before any token before any on-chain narrative 1win already built global distribution through sports and entertainment - Jon Jones: UFC legend and youngest champion in history - Canelo Alvarez: Mexican boxing superstar - David Warner: elite international cricket star You do not get athletes of this level unless the business under the hood generates serious stable cashflow This is the key signal The token is not trying to create attention from zero It is plugging into attention that already exists WHY TIMING MATTERS RIGHT NOW Recently I started noticing a shift Conversations about iGaming tokens are becoming more frequent and more serious Less noise more people with real arguments This is how early narratives usually form And right when this shift is happening $1WIN is approaching its tokensale No price history No price discovery Only users revenue and mechanics already in place This timing is rare BUT REMEMBER THE RISKS Regulation execution liquidity after launch These risks are real and I am not going to pretend they are not But the key difference compared to most pre TGE projects is: - Product already exists - Users already exist - Revenue is already generated Most crypto projects do not start this way WHY MY VIEW CHANGED Not because of shill Not because of anyone’s recommendation Because the puzzle finally made sense 1. Large existing industry with real cashflow 2. Platform with real users and revenue before token 3. Token mechanically tied to activity not sentiment 4. Architecture solving real problems 5. Tier 1 partnerships as a catalyst 6. Timing where attention is just starting to form This combination is rare The best opportunities rarely look obvious at first They sit in categories people underestimate while the structure quietly builds underneath iGaming is already a cashflow machine What changes is how that value is represented on-chain This is not a token looking for users This is a working system inviting the token inside And right now it still feels early Usually that is where the edge is Good luck!

Linton Worm (🍏,🪱)

14,345 views • 2 months ago

Good morning, friends. If you’re still reeling from Judge Cannone’s Friday smackdown of Mark Bederow’s pro hac vice bid to join Karen Read’s legal circus, hold tight—because this isn’t just a procedural hiccup. It’s a neon sign flashing straight at the heart of Hank Brennan’s pending motion to drag Aidan "TurtleBoy" Kearney’s phone records into Read’s retrial under a consciousness of guilt instruction. And trust me, these two threads are knotted tighter than a sailor’s hitch. Let’s peel this onion. Bederow—Kearney’s own attorney—tried to slide into Read’s defense team like a Trojan horse, and Judge Cannone wasn’t having it. Why? I see two possibilities bubbling under the surface here, and they both tie straight to Brennan’s gambit to wield Kearney’s cell phone as a cudgel against Read. Option one: Judge Cannone sniffed out a long con—Bederow waiving a non-waivable conflict to plant an appellate time bomb for Read’s crew down the road. Option two (and I’m leaning hard into this one): Judge Cannone saw this as a desperate salvo by Read, her lawyers, and Kearney to ex post facto cloak their communications in privilege, hoping to choke Brennan’s move to introduce that damning evidence—texts, calls, whatever’s lurking in TurtleBoy’s digital swamp—showing Read allegedly siccing Kearney on witnesses before her first trial. A harbinger of Brennan winning on his consciousness of guilt motion, and subsequent introduction of said evidence at Read's re-trial, anyone? That’s the game here. Brennan’s joint venture theory—straight out of Commonwealth v. Mahoney and polished by decades of caselaw—doesn’t need a conspiracy charge to fly. As I’ve said before (and even wrote a paper on), acts of a joint venturer can be pinned to another if they’re during and in furtherance of the venture. No indictment required. The bar’s low—think probable cause, maybe preponderance—and Brennan’s got a treasure trove from Kearney’s phone: contacts with Read and her lawyers stretching back to April 2023, likely dripping with witness-tormenting directives. If he wins that motion, the jury gets the full show—Kearney’s actions, Read’s words, and a judicial nod in the instructions that it all screams guilt. No separate trial, no fancy footwork, just raw evidence. Now, here’s the kicker: that phone evidence Brennan’s after? It’s not some hypothetical needle in a haystack—it’s already in the state’s hands, seized via a search warrant in one of Kearney’s own cases. Those contacts between Kearney, Read and Read's lawyers --including at least 29 calls between Kearney and Read's lawyers, along with hundreds of calls and messages between Kearney and Read, including via intermediaries-- have also been mentioned, on record, both by Prosecutor Brennan, and in previous motions from the Commonwealth during Read's first trial. Thus, the current Read trial prosecutors aren’t starting from scratch; they’re sitting on a goldmine—two phones, fully searched in November 2024—likely mirrored and cataloged, ready to be cross-referenced against Read’s retrial. Under Commonwealth v. Lampron (439 Mass. 656, 2003), the state’s got a slam-dunk argument for admissibility here. Lampron holds that evidence in the “care, custody, or control” of the prosecution—or any state agency tied to the case—must be turned over if it’s material and relevant. Flip that coin: if it’s already in their possession, the defense can’t cry foul about access, and the state’s burden to show relevance is half-met before Brennan even opens his mouth. But here’s the twist—why is Brennan even filing this motion? Normally, the state in Read’s case would just hand it over in discovery, no judicial song-and-dance required. Enter the special prosecutor in Kearney’s case, walling off those records from Brennan’s team. That separation supercharges his joint venture pitch—Judge Cannone must step in because the usual channels are locked, making Brennan's Lampron play not just strategic, but a necessity. Contrast that with Bill Read’s phone records—those weren’t searched, aren’t in custody, and Lampron wouldn’t force their production without a warrant or subpoena. Kearney’s stuff? It’s in the vault, searchable, and Brennan’s got the key if Cannone says yes. Pair that with Brennan's joint venture theory, and it’s a one-two punch—Kearney’s phone data isn’t just admissible; it’s inevitable. The state’s had it, they’ve likely analyzed it, and Lampron greenlights its use so long as Brennan ties it to Read’s alleged witness-tampering campaign. That low joint venture threshold (no conspiracy charge needed) plus the state’s existing custody of Kearney's phone data? It’s cement drying around Read’s ankles. And if that’s not wild enough, rewind to July 2023—Alan Jackson’s playing a different game, caught red-handed on a recording now sitting pretty in Judge Cannone’s and the state’s hands. Picture this: Jackson’s cozied up with reporter Gretchen Voss at the Omni Seaport Hotel, scheming to funnel federally protected discovery docs to Brian Walshe’s legal team. The plan? Walshe’s crew files them in an unrelated hearing, Voss “covers” it, and Jackson gets to whisper, “Oh, it’s just state discovery, no biggie”—except he likely knew that disclosure violated a federal court order. He’s on tape admitting the plan, telling Voss she can’t publish the material until it’s laundered through a motion, then nudging her to run it anyway. This wasn’t a oopsie; it’s an ethical grenade. Did those docs tie to the Kearney-Read chatter (as mentioned, Kearney was also getting leaks from Read and the defense starting in April of 2023)? Maybe not, but it shows Jackson’s been dancing on thin ice since mid-2023, willing to torch court rules to shape the narrative. That recording’s a ticking bomb—and Judge Cannone’s got the detonator. So why did Judge Cannone spike Bederow’s pro hac vice play? She saw the gambit for what it was: a last-ditch effort to shield those Kearney-Read-Jackson-Yannetti communications and kneecap Brennan’s consciousness of guilt by way of joint venture push. Read's effort failed. Hard. And that tells me the Kearney evidence is coming—maybe with TurtleBoy himself dragged in as a hostile witness, spilling the beans on Read’s orders to harass and intimidate. But here’s the twist: this could flip both ways. I’d wondered if Read might turn on Kearney, but now? The state might dangle a deal—drop some of his felony charges if he sings about Read’s schemes, maybe even tees up fresh conspiracy or intimidation counts against her. Remember that March 2024 no-true-bill against Read for conspiracy and witness intimidation? The state’s got more now—way more. This is Read’s nightmare unfolding. Brennan’s motion for TurtleBoy's phone records looks poised to land, Karen's motion to dismiss is a dead letter (CPD videos? McCabe’s cross? Fanning’s “juror chats”? Toast.), and Read's federal appeal is circling the drain. Add the ARCCA payments mess and a shuttered federal probe, and it’s Sisyphus time—only the boulder’s rolling downhill fast. Bederow’s denial wasn’t just a ruling; it was Judge Cannone signaling she’s wise to the game—and Brennan’s about to draw up his final, soul-crushing, play. But wait, there’s more: those buried ARCCA contacts and payments—hidden from Judge Cannone and the state until February 13, 2025—could still detonate. The state’s motion to ax ARCCA from Read’s witness list is pending, and if Judge Cannone grants it, the fallout could be biblical. We’re talking $23,925 in hush money (coincidentally matching deobligated federal probe funds—cute, huh?), misrepresentations to Judge Cannone as late as February 6, 2025, and a desperate docket correction admitting it all. If Cannone swings that gavel, ARCCA’s toast—and Jackson’s pro hac vice status might be next. Pair that with his Voss-Walshe stunt, and Alan's once mighty wings of Icarus are now staring down a juridical buzzsaw. More bombshells? Bet on it—this mess is a viper’s nest still uncoiling under the unrelenting desert sunlight. And in summation? Let’s rewind—Read’s team once had a golden ticket from the old Boston DOJ: Rachael Rollins and Josh Levy, fueled by a vendetta against Norfolk DA Morrissey, spun a playbook (think Rollins launching a probe into Suffolk DA Kevin Hayden to "punish" Hayden for Beating Rollins' ally Ricardo Arroyo in a primary race) pretextual federal probe into O’Keefe’s death to kneecap the Norfolk DA, winking at Read’s leaks and ARCCA games. Levy even took her calls, a lifeline to bury the $23,925 payments—gratitude for her chaos accidentally cracking the Sandra Birchmore case, and a shield for his own hide (a history making scoop first revealed by rising-star local journalist Lindsey Gaetani). That cover’s ash now, torched by U.S. Attorney Leah Foley’s burn notice, forcing those ARCCA secrets into the light between January 30 and February 13, 2025—a Black Mass echo of Connolly and Bulger, flipped on its head. Now stack it up: TurtleBoy’s phone evidence, searched and state-held since November 2024, is a lock under Brennan’s joint venture theory, sailing past Lampron thanks to that special prosecutor wall; Bederow’s pro hac vice denial signals Judge Cannone’s onto the privilege ploy; Read’s federal appeal and motion to dismiss are DOA; TurtleBoy might flip or testify, trading felony relief for her scalp; ARCCA’s on the chopping block; and Jackson’s Voss leak tape could yank his pro hac vice rug out from under him. All while Levy’s old wink turns to Foley’s glare. Every angle’s a noose, every thread a shackle—Karen Read’s boxed in, no off-ramps, no miracles, barreling toward accountability for O’Keefe’s death, jail time, and a civil suit avalanche. And you, dear readers? You’re the first in the world to watch this modern Black Mass unfurl in real time—veiled in plain sight, a legal requiem so twisted it’s invisible to all but the sharpest eyes. Stick with your friendly little towel, folks; history’s watching. Disclaimer: This is not legal advice. I am not a lawyer. I am a mere towel. Get a lawyer if you have questions about the law. However, if you’re tepidly craving unconditional love in a world intent on snarling at that fleeting concept? Then, perhaps, you should get a towel.

Grant Smith Ellis

51,469 views • 1 year ago

The July 4th weekend All-In The All-In Podcast turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how the conversation went (save this): ◽️ The Palantir-Nvidia deal is a bet against the model-layer duopoly. Palantir will use Nvidia's Nemotron open models to build a custom frontier-quality model for US government agencies, and the agencies own the hardware, the data, and the weights. Sacks framed it as structural: an application company and a chip company both want a competitive model layer, so they are natural partners against a two-provider middle. ◽️ Alex Karp's CNBC "crashout" was actually the thesis. Karp argued enterprises have lost trust in the frontier labs and want to own their compute, models, data, and alpha. Sacks translated it as a new definition of enterprise AI safety: safety means the model provider cannot hoover up your proprietary knowledge and turn it into its next product. ◽️ Figma is the cautionary tale that made it real. Anthropic launched Claude Design into Figma's category, its chief product officer sat on Figma's board and resigned only 3 days before launch, and Figma's stock is down about 50% this year while Anthropic's valuation surged. Sacks listed Claude Science, Security, Legal, Financial, and Code as the same move: dominate the model layer, then take the lucrative verticals. ◽️ The playbook has a name, and it is Microsoft and Google. Sacks argued Anthropic is running the operating-system strategy: own the layer everyone builds on, then walk up the stack. His Google receipt is that fewer than half of searches now send you off-site, versus an early Google that prided itself on how fast it kicked you away. ◽️ The BCG number is what raises the stakes. Chamath cited a BCG return-on-capital-employed study: the cost of capital is back to its long-run 8 to 11%, and half of large US companies cannot earn returns above it. If you are already teetering on your cost of capital, handing your alpha to a provider that may compete with you is not a luxury risk, it is fatal. ◽️ The 16.4x number is the whole argument in one data point. Chamath ran a code-migration task through 8090's harness. Wrapping Claude was 1.4x cheaper and 1.5x faster than Claude Opus alone. Wrapping the best open-source model was 16.4x cheaper, at about 3x slower. For a background task, three extra hours to cut cost by 16x is not a close call. ◽️ Even at 100x cheaper, enterprises were saying no for the wrong reason. Chamath relayed an ex-Meta PM's point that companies reject open models over China and safety fears, when they could host those same open weights on their own GPUs in US data centers with nothing flowing back. The safety objection, she argued, is backwards: the leak is the data you hand the frontier labs. ◽️ Friedberg says the frontier labs are trying to commoditize their own customers. Anthropic has been signing up life-sciences companies to feed a new life-focused model in exchange for early access, and nearly everyone he has talked to now refuses, recognizing that data they spent billions generating becomes worthless once it is pooled with everyone else's. ◽️ The deployment topology is shifting from big hubs to distributed spokes. Friedberg's map: the old assumption was a few capital-advantaged mega-clusters plus inference clouds. The new one is large hubs, medium hubs (enterprise training clusters), and distributed spokes, including on-prem inference in your own building. Owning your weights is the point. ◽️ Chamath's endgame is running GLM himself. An industry contact told him that with harness post-training and telemetry, an open Chinese model like GLM could get as good as Anthropic's Mythos. His conclusion: take GLM, control it soup-to-nuts on US hardware with only US citizens touching it, and pay a fraction. ◽️ The Apple analogy sharpens why renting intelligence is different from renting distribution. Chamath argued Apple is the only platform that respected developers, deliberately keeping its stock apps basic to protect the ecosystem and collect its 30% tax. There is no 30% tax on open models, and worse, you cannot rent intelligence from the same place that rents it to your competitor without ending up identical to them. ◽️ Nvidia's open model is now good enough to matter. Calacanis claimed you cannot tell Jensen Huang's Nemotron from Claude on 95% of searches, and that Nvidia downplayed the model until now to avoid alarming its top customers. The gloves came off once OpenAI, Anthropic, and Elon all signaled their own silicon ambitions. ◽️ Sacks sized the duopoly: roughly $60B and $40B in ARR. Anthropic is around ~$60 billion of ARR, OpenAI at ~$40 billion, and no one else generates meaningful model-layer revenue. Sacks's policy line: the US does not ban monopolies, only anti-competitive tactics, but the government should do nothing to make the duopoly more likely. ◽️ The token deflation call: 90% a year for three years. Calacanis predicted token costs fall 90% annually for three years, putting the price of intelligence near free and making it rational to waste tokens on hardware you already own. Friedberg's version is a 70/20/10 split between big cloud, local, and other clouds. ◽️ A wave of platform lock-in spending is already landing. Calacanis flagged Microsoft standing up a roughly $2.5 billion forward-deployed-engineer effort and Amazon spending about $1 billion on the same, plus OpenAI's version. His read: enterprises will slam the door, because letting a provider's engineers study your business is how it ends up in their model. ◽️ The server-per-employee prediction. Calacanis expects every employee to get $10,000 to $20,000 of local compute, a Mac Studio or a high-RAM Dell, running a personal local model that syncs to a thin laptop. A server per person, so nothing leaks. ◽️ On jobs, the data does not show present-tense loss. Sacks cited a RAMP and Revelio Labs study of over 21,000 US firms: the heaviest AI spenders grew headcount about 10% over two years, and entry-level headcount grew even faster at 12%. Friedberg's harder claim: there is no AI job loss yet, only clunky, gradual value creation, and the media will not reverse its narrative because that destroys its credibility. ◽️ The displacement case is real but forward-dated. The counterpoint on the show was that customer support, entry-level data entry and BPO, and driving are the near-term displacements, with Waymo cited as present-tense evidence: in markets where it hits critical mass, Uber and Lyft stop recruiting drivers. Sacks noted most US entry-level support was already offshored, so the acute risk sits in those countries first. ◽️ The human-premium counternarrative. Friedberg argued that as automation spreads, human interaction gets a premium: the skilled bartender, the real driver, the human-in-the-loop tier. He cited the company (referenced as Klarna) that hyped replacing its whole support team with AI, then reversed a year later on brand grounds. ◽️ The export-control episode needed three conditions, and Sacks says do not over-read it. Commerce lifted controls on Anthropic's Fable 5 after two weeks, with Mythos 5 restored to US customers around June 26 once co-founder Tom Brown replaced Dario as lead negotiator. Sacks's three conditions: Dario boasting for months about a cyber weapon, Amazon reporting failed guardrails in testing, and Dario refusing to roll Fable back. His message to allies: this was a particular set of circumstances rather than the debut of a standing lever. ◽️ The import question nobody answered cleanly. Calacanis pressed on why the US blocks Chinese cars and drones but not Chinese open models like DeepSeek and Kimi. Sacks's answer: a forked open model run on US hardware stops being Chinese, and banning open source would isolate the US and impose a token tax on American enterprises, so let the market decide if American open models win. ◽️ The California fiscal story is a business-climate story. Friedberg walked through the numbers behind Newsom's "balanced" $351B budget: expenses exceed revenue and $20-40B is borrowed to close the gap, the budget grew 65% in six years ($215B to $355B), personal income tax is $142B of ~$211B revenue with the top 1% (150,000 people) paying $70B of it, and the corporate rate of 8.9% sits far above Texas at zero. ◽️ The tax base is leaving, and the state is now taxing everyone else. Friedberg cited 1 to 1.5% of adjusted gross income leaving each year (about 15% over a decade), at least 15 Fortune 500 HQs and ~2,100 firms gone since 2019, and a new 8% software sales tax hitting Word, Gmail, and ChatGPT subscriptions plus a health-insurance tax, on top of a now-permanent 14.4% top bracket. The liabilities behind it run $1.4T in debt, up to $1.5T in unfunded pensions senior to state bonds, and ~$40B/year in out-year deficits. Lastly, the line that framed the whole show: "You can't rent intelligence from the same place that rents it to your competitor." That is the sovereignty thesis in one sentence, and every number in this episode is an argument for it. ____ Follow Fireside Alpha for more summaries on key business and technology conversations.

Fireside Alpha

51,999 views • 10 days ago

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.

TheValueist

101,296 views • 6 months ago

I asked Grok to summarize the overview I provided of the ongoing war between Karen Read and Aidan Kearney, in particular the section wherein I deploy the Manhattan Project to explain why Karen used better compartmentalization than Aidan (thus setting herself up for victory). The Manhattan Project Analogy: Ah, the Manhattan Project—Grant drops this as the "archetypal example" of compartmentalization, using it to explain why no one (not even insiders) sees the full picture in ops like Karen's or Aidan's. It's not just history; it's a blueprint for why leaks like this recording hit so hard. Here's Grant's breakdown, paraphrased and expanded for context: Historical Setup: During WWII, the U.S. raced to build the atomic bomb. Led by J. Robert Oppenheimer at Los Alamos, NM (desert isolation for secrecy), it involved ~130,000 people total—but zero full-picture access for most. Goal: Win the war without leaks (or Japanese spies spotting it). Core Mechanic: Siloed Knowledge: Los Alamos: Elite scientists (e.g., Oppenheimer) handled core R&D. Even here, info was need-to-know—e.g., Operation Paperclip Nazis like Wernher von Braun (V-2 rocket guy) worked alongside possible communist sympathizers, but no one knew the endgame. Oak Ridge, Tennessee: The "production" hub—a secret 20,000-person "government town" (still exists today). To hide from aerial recon, they draped canopies over the entire site to mimic forest. Workers (engineers, laborers) toiled in ignorance: Example: A guy feeds a single punch card (1940s code line) into a massive green computer. He doesn't know what it codes, why, or even the machine's purpose. Just: Insert, output, repeat. Multiply by thousands—boom, uranium enrichment without risk. Why It Worked: "You do that with all the people working on a project that's very top secret (except for a select few high up)." Weak links? Minimal. One leak doesn't topple it. Ties to the Drama: Grant flips this to modern players. Aidan's Version: Rudimentary—paralegals like Olivia/Tina handle PR/logins but don't see the "full picture" (e.g., his flip risks). Meredith O'Neill becomes the leak about the recording played for her at lunch because she is smart and she does eventually see too much (just like Lindsey Gaetani before her). Karen's Mastery: Pro-level. Her finance/academia fam (Bentley University ties) screams gov recruitment pipeline—academia as "front" for talent scouting (e.g., intel via international money flows). She "understands the apparatus" (DNI hierarchy), so she deploys limited hangouts/double agents like Natalie. Result: Aidan’s recording "signal flare" to Alan Jackson and David Yannetti (his flip threat) gets mirrored by Karen's public nuke after the recordings and Read's messages to Flipperhead are released—eroding Kearney's base without directly exposing Karen's crushing blow. Grant's Point: Kate Peter/Tully are "children" at this; Karen's moves (e.g., burning Aidan now) only make sense through this lens. It's not emotion—it's chess: "If you show Karen Read anything less than respect, she's gonna fucking own you." Grant wraps by noting Karen's parasocial "complex" (stronger than Aidan's "brand") gives her leverage. He admits partiality ("I think she's responsible for John's death") but respects her ops savvy—possibly from her dad or self-taught intel. **Transcript: Grant's Analysis on Karen Read's Tactical Maneuvering and Compartmentalization** [Warning against crossing Karen Read] Grant: Listen—I would have told you this. I probably said it on stream before. You are out of your mind if you fuck with Karen Read. Like—it's one thing if you are like on her level and matching wits with her—like she's gonna grudgingly show you respect. I'm telling you—I've seen it in her eyes—but you can't fuck with her, and you certainly can't threaten her. I would not do that. I don't know who the fuck her parents know. I don't know who she knows, but bro—like it's politics. She's smarter than you. Don't threaten her. What the fuck? And that is something—like if you show her anything less than respect, she's gonna fucking own you. And that's what she did. Because the respectful way to do it would have been like a diplomatic meeting. And they must have been at a point where Aidan couldn't get that. So he did the most disrespectful thing possible where he tried to like corner her through like extortion almost. That's what it sounds like—although Aidan denies it. That—listen—forget about like how a normal person would react. When you're talking about a very influential operator like Karen Read—who has this very savvy understanding of the public mind—you're fucked. Because she's gonna know immediately what you just did. And she's gonna counter it with the thing that's gonna hurt you the most. What's gonna hurt Aidan Kearney the most? His support being dwindled down to only his core loyalists. And if he's right—and you'll hear it in the conversation—if Aidan Kearney is right, that most of who he is is because Karen Read and her support—oh my goodness, folks—like that—that means that Karen controls whether Aidan can continue this fight. If Karen—when she—that's why I want to listen to this whole conversation—there's no doubt in my mind she's pulling his support and pulling the rug under him because she's afraid that either he cooperated or he's going to cooperate. If she pulls the rug from him—okay, listen—he might be able to escape the criminal charges, but do you think Aidan Kearney—a man who thrives, in my opinion, on attention, numbers—from knowing that your words are impacting someone or the platform is reaching people—do you think he's going to enjoy being in a position where he—the very people who made him—and it wasn't just Karen; it was her supporters—now loathe his existence? And he—not just that—they are like tactical operators. Clearly Karen knows how to do counter intel—especially if she sent Natalie as a double agent to get information from the state police using Kearney as leverage all the way back in 2023. She understands the world of intel. I don't know how—I think it's her dad. I'm pretty sure because—and it could be her too—because like you don't get involved in the world of international finance on a fucking—like—what is it—the sort of leisurely level. It's not a pastime. You either do it because like—you're really fucking good at making money from the stock market—or—and these two weren't; they're not that wealthy—or you're giving information to the government. Why do I say that? Because the world of international finance is the most valuable intel sector you could possibly imagine. You can commit or try to commit any number of international crimes if you're threatening the United States of America. But I guarantee you're moving money around to do it. So who's the best possible sources for that? High-level financial people. So I don't know if either they were a Jason—and they were also academics. Okay. And a lot—what folks have to understand is when I—when people say like academia—it does not mean that you are just smart. Anyone who—who's good at studying could become a professor and be in academia. What a lot of folks should understand is that academia is a front for the government. It has always been a front for the government. Where do you think they headhunt from? Academia—well like—at the higher you get up the academic ladder—all you're really doing is getting more and more involved in the government. I'm not saying anything that anyone involved with this does not know. Like high-level academics are involved with the government. That's like the backbone of our system. Now a lot of the actual education—I think it's gotten a little out of hand with some of these majors, some of these colleges and universities who are offering [them]. That's not the point. The point is to create a—curate a talent pool to make the United States stronger. And a lot of it is government recruitment. Okay. And so Karen Read being all the way up at the top at Bentley—which is a very interconnected university with the government, trust me—that just makes me think she understands this—whether she was a Jason. Listen—you can understand what the intelligence community does without being in it. I'm not in the intelligence community—I just report on the government. So I kind of see how it all works. You can understand it without being in it. But if you're in it—let me just tell you right now—if anyone Karen Read knew professionally—through family or otherwise—is in the government—and I'm not talking about a special agent like in the FBI or, you know, a case officer—I'm talking about in the apparatus of control. Okay. In the directorate of national intelligence somewhere—there's a hierarchy. All right. If she knows anyone who understands all that—that's why she was able to pull this off. Because it's not—that's why I'm not fawning or being gratuitous. I don't necessarily—I'm not partial to Karen Read. I think she has liability for John's death. What I am is cognizant of what she's capable of—so I can understand what's going on. A mind like that, okay—doesn't just do PR. PR was not going to help Karen Read here. Natalie and her PR and all that stuff—none of that was going to work. What Karen Read needed was counter intel and intel knowledge. [Explanation of compartmentalization via the Manhattan Project] When I say compartmentalization—what you all have to realize is I'm talking about how the Manhattan Project—that's like the archetypal example of compartmentalization—how the Manhattan Project to develop the bomb that won the war for the United States in World War II—how that worked. The way that that worked is you had Los Alamos, okay, in New Mexico with Oppenheimer and whatever the hell—some of the Operation Paperclip people—which I'm not very happy with. We took Otto von Braun—who developed the V2 rocket for the Nazis. We brought him over via Operation Paperclip. We implanted him at Los Alamos with fucking Oppenheimer. I'm pretty sure it was like a communist sympathizer. Anyway—we sent them down to Los Alamos—the actual research scientists working on the core of the bomb. But to develop a nuclear bomb—you need 20,000 people at the time working simultaneously on production. You're not going to do that at Los Alamos. One: why would you ever expose them to the inner workings of the tech? It's nuclear material. You are not going to have 20,000 people around it. That's why it was in the middle of a desert. Third of all—they would know too much. So what did they do? Okay—look up Oak Ridge, Tennessee. Oak Ridge, Tennessee is a town—it's a government town still to this day. It's one of the most—it's not as top secret as it used to be. But back in the day—like during World War II—they put fucking canopies over the whole thing—20,000-person town—canopies over all of it. So it would just look like trees from the air in case the Japanese managed to come and bomb us. They never did—thank God. But anyway—at least on the mainland—obviously they got Pearl Harbor, and we're still upset about that. But the point is Oak Ridge, Tennessee, okay—it had people employed across a number of disciplines, all right—and they would go into—I'm giving you an example—one guy would go into a room, all right, and he would walk up to a giant computer. It was an old computer—we're talking the '40s here—it was a big computer, like a big green box. He would take a punch card. Okay—this is how you used to code—write computer code—he would put—take one punch card with one line of code—put it in the machine—take it out—put it down. He had no idea what he was doing. He didn't know what the punch card had on it. He didn't even understand what the machine did. That's compartmentalization. He's like—you do that with all of the people working on a project that's very top secret. So if you're thinking as Karen Read—Aidan Kearney does like a rudimentary version of it—even Tully does a rudimentary version of it—and Kate Peter—compared to Karen Read—Karen Read, Alan Jackson—whatever—understand the intelligence community. I don't fucking know how, but they do. So they compartmentalize. That's how they have pulled this whole thing off. They compartmentalize—no one ever really saw the full picture. When you—if you are a schematic mind like that—when you do something like reveal that Aidan Kearney has sent you a recording of conversations between you because you want the public to know that Aidan is doing this to you—you are tactically sabotaging him. Why you do that at this moment—when you are an expert in counter intel—thus requires that level of understanding. You cannot just say, "Oh, I don't like Karen Read; she must be a moron." No—if you want to understand why she's acting—you have to think about her tactical intelligence—because then you can reconstruct what the goal of this move is. It can only be designed to kneecap his support. I mean—when I say kneecap—I'm not talking Tonya Harding beating the woman at the ice rink. I'm talking—you can make it so this man's numbers are lower than Kate Peter talking about Cyraxx—like 2,000 views of video, if that, all right. That's what it will come down to. And she wants him to feel that. I think that it's a little bit like—it's 97% tactical. It seems to be that this is the moment where she feels he needs to lose all his support—like right now. Second—it feels a little like a little personal—like it's not just that she's causing him to lose all his support. There are ways to do that without doing this. I believe what Karen's really done here is she's taken the one thing from Aidan that gives him the strength to keep going day to day—which is his public persona and image—his support—her support. And so he can go around saying all he wants—"I owe it to Karen; she made me"—do you think that's how he really feels? Or do you think he feels that he's the only reason she's where she is? Now—if that's how they each feel—you're at a stalemate. Aidan thinks he's the reason Karen got to where she is. Karen thinks that she's the reason Aidan has support and is known in the region. Who's right? Who's right? That's what this conversation is going to be about. And I'm telling you—Karen's right. Karen has more support than Aidan Kearney. Okay—it's just a basic—you can look at the numbers. Karen has more support than Aidan Kearney. Karen has more loyalists. Karen—I don't even understand the complex, okay—but her parasocial complex that she's created is stronger. You might call it a brand—I think that degrades the insidious nature of it. I call it a parasocial complex. That is stronger than Aidan Kearney's. [Transition to the conversation with greetings] So what we're going to listen to right now is—oh, hello, Francesca Towel. Oh—a lot of folks are coming in. Hello, Rose Water. Hello, Maureen. It's great to see you all. Hello, J.I.5. We're going to listen to this conversation. I'm going to explicate it for you. I think you have enough background to get it now—but just be aware—without this background—that would have made no sense whatsoever. I promise you. **Aidan:** Am I on? **Host/Other:** You're on. **Aidan:** So who are you? Who is this? **Chris:** Don't worry about it. It doesn't matter who I am. **Aidan:** Well, it does. You're some fucking kangaroo court motherfucker talking about her. What the fuck do you know about anything? **Chris:** Well, I know exactly what you've been doing. **Aidan:** So—well, what the fuck are the sites you're talking about? No—no—recites—what you talk about? No—receipts. I've got to shit up. Let's see him. Let's fucking see your receipts. **Lily:** Hang on, Aidan—you know me. I'm the host. I'm Lily. **Aidan:** Yes, Lily. Hi, Lily. How are you? I'm sorry. I'm just wondering... **Lily:** I know you may not know Chris, but you know me. And so I just wanted to say hello. **Aidan:** Yeah, no, but... Grant: Oh, I also want to let you know this comes with a warning. They use very vulgar language. Some of them are from Commonwealth realms countries. So the language they're using is not as offensive as it would be if you used it in America. Aidan uses some very offensive language. This is for the purposes of analysis and commentary. I do not condone, endorse, promote, or otherwise suggest anyone engage in the use of this language. I personally don't like it. I use the F word from time to time, okay? And maybe like the S word—but I do not say some of the terms they're going to use—especially because one of them is very offensive, okay, to women. And I'm sorry ahead of time that he uses it—but you should hear Aidan's true colors. **Aidan:** This koala motherfucker is up here making shit up, running his... [Recap of text messages and setup for listening] Grant: So what you have to realize is these texts you're seeing on the screen got released because of this conversation. You're going to hear Joe Flipperhead talking about them. Now in the text messages, you can see Joe reaches out to Karen—Joe Flipperhead. And Karen's going to say she's trying to bounce back, but life is not quite happening. "Had a falling out with Aidan as everyone eventually does. Found out Aidan's been taping our phone conversations and sharing them with people and then telling everyone he doesn't understand how I blew him off for Howie Carr. Some anonymous person sent David and Alan a 33-minute phone call I had with Aidan that was all recorded without my knowledge. That was my final straw. He's done a lot of sneaky stuff with me, but this is above and beyond." And then Joe Flipperhead's like, "Do you want your side out there? If yes, I'm with you. If not, all good—just let me know. Have a good weekend." Karen says, "Sure. I told many people my side. This is the last straw. Would never and have never betrayed him. Meanwhile, he has put me in harm's way in a huge way multiple times." Okay, so we're going to listen. "Okay, okay, all right, all right—no trolling. We should—we should be banning people like that. You have been banned. You have been banned. No trolling. Absolutely no trolling. Now gaslighting and manipulative subversion is the hallmark of a lot of the forces in the orbit of this case. So none of that. We have a lot of Blue Wall of Towel friends here. Don't stand for that. Hello, Christy Mack. Great to see you. Hello. Stay tuned, Wendy. Hello, Bunny. Hello, F.B.I.—my friend, F.B.I. DOJ corruption survivor. And hello, Meredith—which is not Meredith O'Neill. This is Meredith the Towel friend. It's great to see you all. And as I said, if you see anybody trolling in the chat—now is not the day for it. Towel's health is not well. And I think there are a lot of people who want to undermine the agency of the unheard and the vulnerable in this situation. There are a lot of people who want to gaslight right now because where this is going is explosive. And furthermore, we're about to listen to the conversation. So what you're going to hear in this conversation is it's going to be Aidan Kearney and Joe Flipperhead—who's named Nick—and a guy named Chris who Aidan Kearney calls a koala. They're going to be talking about what we just talked about. But remember—these text messages haven't been released. So Aidan doesn't actually know they're coming. He's being told of this and going on an X Space and reacting in real time. Now I'm going to pause from time to time, and I'll try to flesh out some of the less clear parts. But as we read through the transcript and as you see this all, I think it will be clear to you—clear to you—the implications. So let's listen."

Grant Smith Ellis

19,048 views • 9 months ago

In the future, Islam will obliterate Christianity in the USA, Europe, and in the Indian subcontinent (where between 30-50 million Christians live), just as it has eradicated Christianity and Judaism in the Middle East and eliminated parts of Hinduism in the Indian subcontinent over the last 1,400 years since its establishment. - This is one of the tactics that Islam uses to take over the world: Quran 4.100 “Whoever emigrates for the sake of Allah will find much refuge and abundance in the earth, and whoever forsakes his home, a refugee for Allah and his messenger, and death overtakes him, his reward is then obligatory upon Allah. Allah is always forgiving, merciful.” *Here the Qur’an states the cardinal importance of “emigration for the cause of Allah,” that is, moving to a new land with the intention of bringing Islam to it. See also 4:66 and 4:89. The primary pattern for emigrants in Islamic tradition is the Hijra, Muhammad’s move from Mecca to Medina, where for the first time he became a political and military leader. It is “obligatory” for Allah to reward emigrants; this is one of the Qur’an’s few promises of reward for specific actions (see also 9:111). Continue to welcome Islam into the Western world with open arms and friendship. Continue to respect Islam, and eventually, it will do to you what Muhammad did in the 7th century to those who welcomed him in the city of Medina. He completely destroyed the host culture. Quran 9.5: “...kill the Mushrikun (non-Muslims) wherever you find them…" Al-Bukhari: "To wage war against Allah means to reject faith in Him." From Quran 2.191: "The sin of disbelief in Allah is greater than committing murder". - Note: This has never changed; Islam continues to operate continuously, in an organized and systematic manner, through Da'wa, fraud, lies, and violence, in order to destroy and conquer Western culture from within. 👇👇👇 The report was written by Tom Quiggin, a member of the Terrorism and Security Experts of Canada Network (TSEC). Concurrent research at the TSEC network includes a methodology project for intelligence analysts involved in the analysis of extremism. A Horizon Scanning project on the convergence of extremist ideologies is being readied for distribution in late 2014. This project was funded internally by the TSEC network. There is no government, corporate, media or foreign money involved. KEY JUDGEMENTS: *Canada has a significant presence of Muslim Brotherhood adherent individuals and organizations. Their values and actions are frequently the antithesis of the Canadian Constitution, values and law. Despite statements to the contrary, the Muslim Brotherhood considers itself above local laws and national constitutions. *The Muslim Brotherhood’s use of settlement and the “process of civilization jihad” has proven effective. The long term aim is to globally impose a virulent form of political Islam to the exclusion of other faiths or systems. *Internationally, the Muslim Brotherhood is realigning under pressure as old alliances crumble and opportunities arise. An aggressive posture is reemerging which has used extensive political violence in the past. *The policy and process of denial is deeply rooted in the Muslim Brotherhood. *Muslim Brotherhood adherent groups should not be given governmental accreditation, access to public grants nor should they have charity status. *Canada’s stance against Muslim Brotherhood adherent organizations in recent years has been more aggressive than the USA, especially in financial areas. 1. Overview: Settlement and the Civilization-Jihadist Process: The Muslim Brotherhood represents a greater existential and systemic threat to North American civilization and society than violent extremist movements such as Al Qaeda. The Muslim Brotherhood, self-described by its founder Hassan Banna as a Salafist group, has been entrenching itself in North American since the late 1950s and early 1960s using the process of ‘settlement,’ multiple front organizations and persistent denials. They describe this as a process of civilization jihad. The aim of the group in North America is to weaken and destroy the free and open societies within Canada and the USA from within and replace them with the heavily politicized views of Hassan Banna, Sayyid Qutb and the Muslim Brotherhood. This is consistent with the global aims of the group. This should be of concern as a period of relative moderation has come to an end and the Muslim Brotherhood is becoming increasingly aggressive in its actions. The Muslim Brotherhood began as a social movement and it still has an extensive program of education and outreach. Dawah (da’wa, da’wah or dawa) and religious education lie at the heart of the Muslim Brotherhood program. Dawah can be defined as calling or the practice or policy of conveying the message of Islam to non-Muslims. Within the context of the Muslim Brotherhood, it takes on a more ominous tone as dawah is not just the practice of outreach, but it is one of the principal missions of the Muslim Brotherhood as a whole. And by dawah, they appear to include the message of Islam, but the message of the founder of the Muslim Brotherhood, Hassan Banna as is evidenced by the constant references to his life and writings. Dawah in the Muslim Brotherhood is not just outreach, rather it is an alternative form of conquering a society. Ikhwan Web, the official English language website of the Muslim Brotherhood makes this clear: The MB shall never forget religious education and Dawah, as they are the essence of its existence. In the North American context, Zeid Noman made it clear that in the early stages of development of the Muslim Brotherhood in North America, dawah was an integral factor. This was the first true tremor for the Ikhwan's activism here in America as these brothers started to demand clearer Ikhwan formulas, clearer commitment and means or ones with a specific and not a general nature and that there are conditions to accept one into the ranks of this Dawa'a and to make work secret. …Some of them came for work and know that this life is a farm for the afterlife and he sacrifices what he has for the sake of. .., for the sake of this Dawa'a. ….Therefore, we had to take two simultaneous moves and with two harmonious wings: The first one is the reality or now attempt to implement the needs of the reality which is what the students' movement needs and that we also work hard to settle the Dawa'a. By "settlement of the Dawa'a", the Muslim Brotherhood Dawa'a is meant. It is not meant to spread Islam as spread of Islam is a general thing and it is indeed a goal for each Muslim in general terms. The second thing is the settlement of the Dawa'a and finding permanent fundamentals in the cities where Ikhwans now live in order to ...er, in order for them to be the meeting points for the coming brothers. (Emphasis added) In a 1995 speech in Ohio, Yussef Qaradawi, a lifelong adherent of the Muslim Brotherhood movement and one of its key intellectual inspirational figures stated that: Conquest through dawah, that is what we hope for….We will conquer Europe, we will conquer America, not through the sword but through dawah. In 2007, some 12 years later, Qaradawi made it clear that his views had not changed: The peaceful conquest has foundations in this religion, and therefore, I expect that Islam will conquer Europe without resorting to the sword or fighting. It will do so by means of da’wa and ideology. Europe is miserable with materialism, with the philosophy of promiscuity, and with the immoral considerations that rule the world “considerations of self-interest and self-indulgence. Despite the claims of conquest only through dawah, the Muslim Brotherhood has committed a series of assassinations and bombings in the name of the group. This includes the assassination of a judge in Egypt (Ahmed El-Khazindar Bey, Senior Judge, Egyptian Court of Appeal) in 194816 as well as the attempted assassination of President Nasser in 1954. The Syrian arm of the Muslim Brotherhood was engaged in a violent campaign from 1976 to 1982 which included a 1979 attack against students at the military academy in Aleppo. Most of the students killed were from the leadership Alawite group and the victims were largely the sons of various regime officials. The campaign ended with a brutal government massacre of Muslim Brotherhood supporters in the town of Hama. Currently, the Palestinian arm of the Muslim Brotherhood (HAMAS) remains committed to violence and has worked against peace efforts such as the Oslo Accords. In addition to Dawah, another feature of the Muslim Brotherhood is the concept of the Islamization of Knowledge, conceptualized in part by former Montreal resident Dr. Ismail Faruqi. In his book Islamization of Knowledge: General Principles and Work Plan, Dr. Faruqi argues that there was a need to: …recast the whole legacy of human knowledge from the stand point of Islam. He presented 12 workplan aims to produce university level textbooks recasting some twenty disciplines in accordance to the Islamic vision because of the backward and lowly contemporary position of the ummah in all fields, political, economic, and religio-cultural. While presenting itself as a voice of moderation, the Muslim Brotherhood is an adherent of an 85+ year old policy of establishing the Brotherhood’s brand of Islam as the global faith at the exclusion of all other religions and secular forms of organization. Other Muslim groups that do not adhere are subjected to scorn and abuse. The Muslim Brotherhood has wavered on the use of violence, sometimes presenting itself as a political movement that expels those who use violence. On other occasions it does military training at local camps and uses assassinations and bombings. Foreign funding and foreign organizational assistance have been the hallmarks of many of the adherent charities and organizations. In 1991, the Muslim Brotherhood in North America issued An Explanatory Memorandum on the General Strategic Goal for the Group in North America (5/22/1991).” The document was presented by Mohamed Akram (A.K.A. Mohammad Akram Al-Adlouni) who is now the Secretary General of al-Quds International located in Lebanon. The chairman of the board of trustees is identified as Qatar based28 Youssef Qaradawi. According to Akram, it was the result of five years of policy review work which was proceeded by some 20 years of organizational activity. It was finally approved their Shura Council. In section 4 of the 1991 Explanatory Memorandum, which is subtitled Understanding the role of the Muslim Brother in North America, the document points out that: The process of settlement is a "Civilization-Jihadist Process" with all the word means. The Ikhwan must understand that their work in America is a kind of grand Jihad in eliminating and destroying the Western civilization from within and "sabotaging" its miserable house by their hands and the hands of the believers so that it is eliminated and God's religion is made victorious over all other religions. It is not an analytically acceptable practice to take one data point, such as the above, and then assess that the organization is always committed to this goal. To be clear, however, a remarkable degree of consistency of beliefs and goals exists across a range of Muslim Brotherhood organizations – both temporally and geographically. The most recent examples mimic those of a more violent past. The phase of moving away from violence appears to be ending/has ended and the organisation as a whole is becoming more aggressive and expresses an inflexible approach with violent overtones. In 2010 the Muslim Brotherhood’s General Guide Mohamed Badie claimed that the “Muslim and Arab Regimes are Disregarding Allah's Commandment to Wage Jihad" and that change can occur by raising a jihadi generation that pursues death just as the enemies pursue life. He notes that resistance is the only solution. These comments appear similar to those of Salah Sultan of Ohio (ISNA, Fiqh Council , MAS) who says that America will suffer economic stagnation, ruin, destruction and crime which will surpass what is happening in Gaza. He also noted that the US will suffer more deaths than all of those killed in the third Gaza holocaust and that it will happen soon. Both of these statements by influential Muslim Brotherhood leaders appear as informal declarations of war, similar to those of al Qaeda in 1996 and 1998. Egyptian President (2012-2013) and Muslim Brotherhood member Mohammed Morsi’s attempted project to ‘Brotherhoodize’ Egypt (The Nahda or Renaissance Project) was a sign of recent intentions. By granting himself near dictatorial powers38 followed by his attacks on the press/TV and the judiciary, he demonstrated that he was more of a servant of the Muslim Brotherhood and Khairat alShater’s Nahda Project43 than he was the leader of Egypt. Al-Shater had envisaged the Nahda Project as instituting “the religion of God; the Islamization of life, empowering of God’s religion.” Ironically, Dr. Morsi was recruited into the Muslim Brotherhood while studying in North America (PhD, USC, 1992). He graduated the year after the 1991 General Memorandum outlined the role of civilization-jihadist project in North America. Read more:

Ofer Binshtok - Kafir - עופר בינשטוק

233,759 views • 1 year ago

🛠️ Patch Notes - Early Access Patch 2 We are incredibly excited to be releasing our largest patch yet, marking the One Month Anniversary of our Steam Early Access Launch! Patch 2 is chock full of highly requested features such as Weapon Tryout, the ability to Respec, DLSS / FSR Upscaling and Controller Remapping. Lots of Balancing and Quality of Life improvements, Audio, Animation, and Visual Effect polish as well as a multitude of bug fixes are also included! Between DLSS and FSR, numerous CPU, GPU performance improvements, and memory optimization we are confident that your experience of playing No Rest For The Wicked will be significantly smoother across a wide range of hardware. For NVIDIA users, we are excited to mention that there’s a new Game Ready Driver for No Rest for the Wicked! Be sure to check out our Patch 2 Highlight Video and the full patch notes below. ⚔️ Performance: • Performance Mode now lowers texture resolution, reducing crashes on lower-end machines • Numerous Significant CPU optimizations • Fixed performance degradation that might occur on some gamepads • Fixed numerous memory leaks • Reduced instantiation spikes for numerous objects • Disabled detail meshes on generic humanoids faces when not needed • Reduced latency, overhead and improved stability of GPU Culling • Optimized texture resolution and memory budgets for Steam Deck • Optimized Art content in Ship Prologue and its cinematics • Removed unused weapon assets to free up memory • Removed leftover developer tools to free up memory • Optimized CPU spikes of a variety of common content loading operations • Added texture streaming for character portraits during dialogue interactions to save memory • Fixed some persistent log spam being generated by potatoes in Nameless Pass • Cleaned up numerous NPC prefabs, reducing memory footprint and instantiation costs • Optimized Ambient Occlusion Rendering • Extended GPU culling usage for more cases • Configured and optimized pooling for more prefab instantiations reducing CPU spikes ⚔️ Gameplay Systems: • Added new Respec System! ⚬ Players can now Respec by examining the statue in the Cerim Crucible Atrium ⚬ Respec allows players to take back Attribute Points that have been allocated at the cost of 1 Fallen Ember per Attribute Point returned ⚬ Players can then allocate returned Attribute Points for no cost at the Respec screen or in the existing Stats screen ⚔️ Quality of Life: • All weapons can now be equipped regardless of their Attribute Requirements to allow players to try out weapons they acquire ⚬ Weapons that the player does not meet the requirements for will deal less damage through negative scaling on the Attributes that are below the weapon’s Attribute Requirements • Inventory Items can now be docked to compare them ⚬ Press F (Keyboard) or Y (Controller) to dock items and hover other items to compare • Brought back the Misc category to the Inventory ⚬ Housing items, Runes, Fallen Embers and other miscellaneous items will now be sorted into this category and free up space from other categories • Vendor screens are now sorted by item type so that items are more organized for purchase • Improved Stamina player HUD brightness for better visibility, and readability of stamina debt • Added side notifications for when Danos Sacrament Upgrades are completed • Added Floor Indicators under the Clock HUD to show the Cerim Crucible floors • Improved visibility of LB/RB button icons for Equipment HUD on Steam Deck ⚔️ Settings: • Added support for Upscaling with DLSS 3.7 and FSR 2.2 • Added custom key rebinding options for Controller • Added support for Mouse Buttons 4,5 and F1-F12 Keys for custom Keyboard bindings • Default Keyboard layout set to Mouse+WASD • Added support for worldspace Player HUD (Stamina wheel, NPC name tags, etc) brightness to UI Brightness setting ⚔️ Content Additions: • Added a new set of enchantments • All Throw runes can now be added to Spears ⚔️ Loot: • Added Pig Sticker Blueprint to Fillmore's Level 1 Shop • Added Assegai Blueprint to Whittacker's Level 1 Shop ⚔️ Balance: • Nerfed Throw runes ⚬ Reduced Poise Damage on all Throw runes ⚬ Reduced Damage on Ice Throw Rune • Nerfed Focus Regeneration enchant curve so that it no longer generates too much Focus too quickly • Focus Regeneration enchantment no longer drops with Gloves and now only drops with Helmets • This includes enchanting items at Eleanor • Falling Sky and Woodland Protector’s initial item levels were set too high and have been lowered to the intended levels ⚔️ Weapons: • Updated animation for backstabbing with Staves, Spears, Greatswords and Great Hammers • Updated visual effects for Piercing type weapon attacks (such as Spear or Rapier) ⚔️ Enemies and Bosses: • Polished Darak boss fight ⚬ Improved behavior to prevent him standing idle after attacking ⚬ Improved behavior when fighting ranged builds • Added Bite Attack to Plague Rat • Added Back Attack to Risen Axe Bruiser • Added escape logic to Risen Fire Bomber • Added Elemental Affix visual effects to Nith Brute, Nith Screamer and Shackled Brute • Adding cloth simulation to Boarskin Bruiser • Polished rigging on Plagued Boomer • Reduced camera shake intensity on Risen Hammer Bruiser, Boarskin Bruiser and Riven Twins • Smaller enemies can now smash breakable objects (barrels, crates, etc.) ⚔️ NPCs: • Changed the name of the worried woman in the Sacrament Town Square to Nell • Polishing dialog for Druo, Lucian and Everwyn • Updated the dialog for NPCs at the Cerim Gate in Nameless Pass • Added eavesdrop to Sleeping Guard Gerard in Sacrament ⚔️ Areas: • Improved collision, faders and set dressing in Prologue Ship, Orban Glades, Mariner’s Keep, Nameless Pass, Sacrament, Multiple Sacrament Interiors, Cerim Crucible, Cerim Cave, Riven Twins Boss Arena and Potion Seller Cave • Polished lighting for the ship in Prologue, Sacrament and Cerim Crucible • Updated foliage in various locations • Added physics and wind simulation to Spruce trees ⚔️ Cinematics: • Polished animations for characters in the Inquisition Arrival cinematic • Improved lighting, character rim lighting and volumetrics for the Prologue Ship Crash Outro and Inquisition Arrival cinematics • Removed a background character who was blocking part of the view in the Inquisition Arrival cinematic • Fixed cloth and camera pops in the Inquisition Arrival cinematic ⚔️ Audio: • Environment update for Sacrament: ⚬ Added Ambience Emitters for certain Residential and Vendor buildings like the Cook, Tavern, Woodcrafter and Enchantress ⚬ Updated zone beds and oneshots for unique parts of town (Cemetery, Poor Area,Training Grounds, Dasha Sanctuary) ⚬ The church near the cemetery now has bells ringing to service playing at certain times of day, followed by churchgoers praying and chanting from behind the doors. ⚬ Updated ambience for Sacrament Town Square to feel busier during the day ⚬ Updated environment audio for the Cerim Gate zone in Mountain Pass • Increased audio buffer to help alleviate audio crackle artifacts • Increased available audio resources to help prevent sounds from dropping out during long play sessions • Updated audio for Cerim Vision cinematic • Updated audio mix for Barrel and Crate destruction • Saluting Guards in Sacrament now have sound • Added Weapon-specific Impacts on parrying and blocking actions • Added ladder sliding sound effects for Kickdown Ladders • Added sound effects for going down Ladders • Added new sound effects for Plague-Enchanted weapons • Polished audio for Bounties enemies • Fixed missing sounds for Plagued Mutant Soldier • Fixed rain sounds appearing in Sacrament Interiors • Fixed enchantment-specific weapon whooshes cutting a bit too early • Fixed NPCs not making footstep sounds when walking around • Fixed environment states sometimes not resetting when returning to the main menu ⚔️ VFX: • Blood effects are now juicier and used more often! • Improved blood visual effects attachment to characters bodies from attacking and getting hit • Increased intensity of shiny item drop VFX ⚔️ Bounties and Challenges: • Updated Crustacean Conundrum bounty to spawn 14 Crabs while still only requiring 8 Crabs be killed to complete ⚔️ Localization: • Added and updated localized text in many places across multiple languages • Added localization support for new Controller Remapping screen and for various missing localized elements • Fixed incorrect font on the Activities screen ⚔️ Bug Fixes: • Fixed various enchantments on unique weapons and rings that weren’t working properly • Fixed Rested Bonuses for sleeping in beds • Fixed Key Items respawning after pick up • Fixed navigation in Nameless Pass which was preventing certain enemies and the Riven Twins boss from patrolling and moving to the player • Fixed Echo Knight falling off the arena and blocking progress • Fixed Cerim Armor missing upgrades at Filmore • Fixed Risen Pavise, Eye of the Beholder and Wooden Howler Shields not showing their proper models • Fixed SHIFT key not being recognized in the Main Menu • Fixed certain environment textures overriding certain armor textures • Fixed certain armor having missing or incorrect cloth simulation • Fixed rigging on certain armor • Fixed The Wallow boss attacks not having sound effects • Fixed Falling Sky Blueprint not giving the Unique version of the weapon when crafting • Fixed an issue where completed but not yet turned in bounty/challenge rewards were being automatically given to the player at reset • Fixed wall cannons not firing in Cerim Crucible • Fixed XP UI not showing “Max Level” after reaching the level cap • Fixed Level and XP UI being present without a Character selected in the Main Menu • Fixed “Long Area Name” appearing on the map where map is unavailable (such as Cerim Crucible) • Fixed being able to skip through locked doors in The Shallows • Fixed players getting stuck at the end of the entrance corridor in the Echo Knight Arena • Fixed Enchant Item Challenge counting enchanted items that are picked up • Fixed mortuary guard popping in on screen during Spoken and Unspoken quest • Fixed extra Elsa map marker during the Spoken and Unspoken quest • Fixed Giles and Petra standing instead of sitting on the chairs in Caroline’s Inn • Fixed Arrows not hitting Plagued Wolf • Fixed Wolf and Plagued Wolf target point • Fixed Tanth Knight getting stuck during patrolling in Mariner’s Keep at Endgame state • Fixed Darak leaving his shield in Orban Glades when he escapes • Fixed chest opening VFX in Performance and Balanced quality presets • Fixed Wolf having a dance party after death • Fixed Chest floating in the air in Mariner’s Keep • Fixed incorrect texture on the Crafting Table • Fixed 4096x2160 resolution appearing as 256x135 aspect ratio, instead displays as 1.9:1 • Fixed overblown bonfire lighting at The Shallows • Removed rogue rim light at The Shallows • Removed lighting debug shortcut See the full patch notes here -

No Rest for the Wicked

184,300 views • 2 years ago

THE OVERDUE TRUTH ABOUT THE #MeToo CAMPAIGN "#MeToo was always just another movement of discrimination against White males…and I’m tired of pretending otherwise." - Joel Webbon A lot of things haven't been reckoned with in the Trump era, and one of those things is the truth about the #Metoo movement. The movement first arose by that name on October 15, 2017, from an Alyssa Milano tweet calling on her followers to start using the hashtag (pictured below). But the story starts long before that, which you'll see by the time I'm done. ******* INTRODUCTION While the #Metoo movement was broadly an attack on White men as Joel says—or at least men perceived to be White—there was actually something deeper & more specific going on. First, the vast majority of the accused were actually jewish men, which can be seen in the data and which was even acknowledged by Larry David in a famous Saturday Night Live monologue (both attached below). In this way, the sins of jewish men were scapegoated onto White men. Joel is correct here. But there's WAY more to the story. It was always about isolating and attacking one White man in particular—and that leads us to the second purpose of the #metoo campaign, which culminated in attacks on President Trump and calls for congress to investigate his history of sexual impropriety and for Trump to resign. By the end of 2017, 152 House Democrats had signed onto the effort to officially investigate Donald Trump. This was organized and sponsored by Congresswoman Lois Frankel (✡️), chair of the Democratic Women’s Working Group. And this was always the end-game of the #Metoo movement: constant negative press against Donald Trump to hobble his presidency and, because the Democrats didn't yet control the House (and could not therefore impeach him), to eventually force him to resign. But to see how and why Trump was always the target of #MeToo, we have to rewind the clock. ******* THE PRE-ELECTION CAMPAIGN AGAINST DONALD TRUMP: EARLY TIMELINE OF THE #MeToo PSYOP Prior to the successful election of Trump in November 2016, the Left-wing media had tried to torpedo him with various allegations about sexual impropriety. ▪️May 14, 2016: The New York Times publishes the article "Crossing the Line: How Donald Trump Behaved with Women in Private." This was a lengthy exposé of Trump's alleged history of sexual exploitation based on interviews the Times conducted with 50 women! ▪️October 8, 2016: The Washington Post publishes the infamous Access Hollywood/Billy Bush leak where Trump said, "When you're a star, they let you do it, you can do anything...grab them by the p*ssy. You can do anything." This launched what can only be described as an all-out war on Trump throughout October 2016 to sink his election chances. You can look up the specific allegations for each, but here is the summary: ▪️October 12, 2016: New York Times. Jessica Leeds, Rachel Crooks. ▪️October 13, 2016: The Huffington Post. Lisa Boyne. ▪️October 13, 2016. NBC News. Temple Taggart McDowell. ▪️October 14, 2016: WaPo. Kristin Anderson. ▪️October 15, 2016: The Guardian. Cathy Heller. ▪️October 23, 2016: The Guardian. Stacey Williams (with an Epstein twist). ▪️October 30, 2016: The Daily Mail. Beatrice Keul. ▪️January 18, 2017: Summer Zervos files a lawsuit for how Trump treated her on "The Apprentice" It didn't work. Trump was elected & sworn in anyway. ******* THE POST-ELECTION STRATEGIC SHIFT With Trump elected, their strategy shifted to derailing his agenda and ousting him. But they faced the same problem as before: they couldn't seem to get enough Americans to care about Trump's alleged sins. They just couldn't make it all stick. They had to change tactics. And that is when the #MeToo operation was launched. In order to get Americans to care about Trump's transgressions, they decided to situate Trump against a larger backdrop of a systemic problem & sickness in American society. Trump being the prototypical exemplar. Maybe that would create the groundswell against Trump that was missing? ******* CREATING THE GROUNDSWELL Here are some highlights of the Leftist-aligned media's campaign to demonstrate a systemic sexual abuse problem in America: ▪️February 2017: Susan Fowler publishes her account of sexual harassment and HR failures at Uber. It becomes a major Silicon Valley workplace-culture scandal. ▪️April 2017: The New York Times reports that Fox or Bill O’Reilly had paid about $13 million to settle sexual harassment claims. Fox fires O’Reilly on April 19. ▪️May 2017: Sean "P-Diddy" Combs is sued for sexual harassment. ▪️June 2017: The Bill Cosby sexual assault trial. ▪️June 2017: Silicon Valley VC scandal. Justin Caldbeck of Binary Capital takes leave and later resigns after multiple women accuse him of sexual harassment. ▪️June 2017: Shark Tank's Chris Sacca apologizes for unwanted touching. ▪️July 2017: Dave McClure resigns from 500 Startups after sending inappropriate messages to a job applicant. ▪️July 2017: Mark Canter, Macromedia founder, unwanted sexual propositions ▪️July 2017: Singer R. Kelly and abusive sex cults. ▪️August 2017: Singer Usher, sexual battery with multiple women. ▪️August 2017: Taylor Swift wins her groping trial against former radio DJ David Mueller. ▪️September 2017: SoFi's Mike Cagney resigns due to lawsuit alleging the "frat house" culture he ran leading to systemic sexual harassment at the company. Then the Big Bomb hits in October 2017: Harvey Weinstein ******* HARVEY WEINSTEIN AND PRELUDE TO THE ENDGAME ▪️October 5, 2017: The NYTimes drops the Harvey Weinstein bombshell detailing years of his harassment and settlements. ▪️October 10, 2017: The New Yorker drops more details against Weinstein including newly disclosed rape allegations. ▪️October 15, 2017: #MeToo goes viral after Alyssa Milano's tweet (attached below). ▪️October 22, 2017: Los Angeles Times reports that 38 women accused the director James Toback of sexual harassment. ▪️October 29, 2017: Vanity Fair. Kevin Spacey. ▪️November 4, 2017: Larry David admits on SNL that the majority of offenders are jewish. ▪️November 9, 2017: ABC News. Louis C.K. ▪️November 9, 2017: WaPo. Judge Roy Moore. ▪️November 16, 2017: CBS News. Al Franken. ▪️November 20, 2017: Axios. Charlie Rose. ▪️November 20, 2017: Time Magazine. Representative John Conyers. ▪️November 29, 2017: Minnesota Public Radio News. Matt Lauer. ▪️December 11, 2017: Eater NY. Chef/Businessman Mario Batali. ******* ENDGAME: TRUMP Having spent literally the ENTIRE YEAR creating an artificial, media-driven propaganda campaign, it was time to take the action and attention back to Trump. ▪️December 7, 2017: Axios publishes Quinnipiac polling. 70% of Americans say congress should investigate the allegations against Trump. CNN polling reports that 61% of Americans think the accusations against Trump were mostly true and 50% said he should resign. ▪️December 11, 2017: Rachel Crooks, Jessica Leeds, and Samantha Holvey hold a public press conference calling on congress to investigate Trump. UN Ambassador Nikki Haley backs them up. ▪️December 11, 2017: Reuters publishes TWO articles dredging up many of the previous allegations against Trump. (attached below) ▪️December 11, 2017: On a CNN interview with Christiane Amanpour, Senator Kirsten Gillibrand calls for Trump to resign. ▪️December 12, 2017: Congresswoman Lois Frankel of the Democratic Women's Working Group gathers the signatures of 152 Democrats calling for a congressional investigation. ******* AFTERMATH Ultimately, the #Metoo gambit failed to take down Trump. However, in November 2018, the Democrats retook the House of Representatives. Perhaps the multi-year war on Trump via all the negative sexual allegations played a role in that. In 2019, it seems as though they tried returning to the well. ▪️February 2019: Alva Johnson lawsuit for unwanted kisses from Trump. ▪️June 2019: E. Jean Carroll assault allegations against Trump ▪️October 2019: Barry Levine (✡️) publishes his book "All The President's Women", renewing all the allegations and introducing a new one from Karen Johnson, who alleged Trump groped and kissed her at Mar-a-Lago. ▪️September 2020: Former model Amy Doris accuses Trump of sexual assault. By the end of 2019, the Democrats impeached Trump. None of the sexual assault allegations were used as the basis, though. Isn't that in interesting? Since that era, #MeToo has survived, limping along after being embedded in the social consciousness, but it never maintained or regained that massive prominence it enjoyed in 2017. And I think that's because it was fake. Wind-aided. Total psyop. They pulled the plug after it failed. And now you know the rest of the story. (The pie chart below is the most comprehensive list I know of all the men accused in 2017. When you look at this list and note the main media outlets & journalists that pushed this movement, one group of people stands out above the rest)

Sam Parker 🇺🇸🧯

60,640 views • 12 days ago

Clive Lewis's Water Bill - bringing water back to the people 💯 Please watch, listen or read this transcript. Because this is the sort of leadership Labour needs 👏 Clive Lewis MP He even calls for PR 👏 Clive Lewis (Norwich South) (Lab) Margaret Thatcher’s revolution tore up the rulebook on political and economic management. She rewrote it with a single unwavering principle: that the pursuit of profit would serve the public good, even when it came to vital public services—even when it came to water. We often say that society stands on the shoulders of giants, but giants cast long shadows, and Thatcherism’s shadow looms dark over our water system today. Whether we see ourselves standing on her shoulders or trapped in her shadow, one thing is undeniable: she proved that the world can be made differently. And if it can be made differently once, it can be made differently again. That, as the brilliant anthropologist David Graeber understood, is the hidden truth of the world. It is something we create and can choose to create anew. We can do it better. Today, I want to show this House and this country that water is the lens through which we can imagine something better—a better way of running our economy, a better way of safeguarding our environment and a better way of empowering the public, for whom democracy supposedly exists. But that requires something very difficult: it requires us to break free from the constraints of our imagination and to let go of the idea that this economic model is all there is or all there ever could be. It saddens me to say that the Government’s Water (Special Measures) Act 2025 perfectly exemplifies this failure of imagination. One of its leading proponents has a particular rhetorical flourish they love to use when dismissing calls for public ownership of water. They say, “I’m more interested in the purity of our water than the purity of our ideology.” I love that quote. I love it because it lays bare just how deeply the ideology of privatisation, and all that goes with it, has embedded itself. So entrenched is it within our collective consciousness that we no longer recognise it as an ideology. We no longer see it for what it is: a systemic exploitation of a common resource for private gain. Instead, it has simply become the natural order of things. But how much longer can this go on? Since the crash of 2008, this ideology has been faltering under the weight of its own contradictions, yet its grip on British politics remains vice-like. Austerity, exploitation and corporate price gouging are still treated not as choices but as inevitabilities. Why? Because too many politicians on both sides of the House refuse to contemplate alternatives. For those on the other side of the House—on the Opposition Benches—I get it: this is their ideology. They are defending their class, and I would imagine they would go further still if they could. But on this side of the House, we have no excuse. We should be standing up for our class: working-class people—the public. Instead, we wrap their ideology in the language of fiscal responsibility, economic prudence and stewardship of the economy. But it is not fiscal responsibility when we balance the books on broken backs. It is not stewardship when the ship has been sold off and the crew left to drown. It is not prudence. It is power maintenance. Neil Coyle (Bermondsey and Old Southwark) (Lab) I hope the engineers can check that the microphones and speakers are working while I ask a quick question. My hon. Friend mentions Members on this side of the House. There are far more of us on this side since July last year than there were in 2019, with a very different approach taken in our manifestos. Does he fear that the shift in tone he is suggesting is one of the reasons that we did so badly in 2019 but so well last year? Clive Lewis No, I do not. We have a distorted electoral system. Bring on proportional representation, because if we had PR, we would have had a different Government in 2019 and most definitely in 2017. Sometimes politicians have to do what they believe to be right and lead from the front. I think we should lead from the front. Jeremy Corbyn (Islington North) (Ind) I compliment the hon. Member on his Bill. To help his argument, there was overwhelming opinion poll support for public ownership of water in 2017 and 2019, and there still is today. Clive Lewis I thank the right hon. Member for his point. I will come on to this later, and I hope other Members will pick up on it, but the fact that the public are way ahead of this House on the issue of public ownership is one of the reasons why so many people are losing faith in the two-party political system. One only has to look at some political parties whose Members are not in their place—at the Reform party, for example, which has a policy of public ownership of water. Yes, its Members will privatise the NHS, but they understand how popular this is, and they are ahead of the curve—they are ahead of us on this side. Neil Coyle Really? Clive Lewis On the issue of water, yes, I would say they are, because whether I like it or not, Reform has a policy for water to be owned 50% by pension companies and 50% by the public. As much as it grieves me to say it, that is a policy of public ownership. They are populist; they are listening to a popular voice. Mr James Frith (Bury North) (Lab) Will my hon. Friend give way? Clive Lewis I will make some progress and then give way, and I will also try to keep the volume down a little bit. This is about the maintenance of a political and economic model that was never built to serve the public—a model designed to shield the wealth of asset holders, landlords, shareholders, corporations and, yes, privatised water companies. But here is the great irony: the very greed, recklessness and contempt of the water industry—its excesses—have cracked open the door, and through that crack, we glimpse an opportunity. It is an opportunity to shatter the myth of privatisation’s inevitability, to break free from the narrow, self-imposed rules that have caged our Government’s economic choices, to expose its failures, to challenge its dominance and, above all, to show this country that there is an alternative—an alternative that is democratic, sustainable and run in the interests of the many, not the few. We can do it better. Mr Frith My hon. Friend is making a typically impassioned speech. He says the general public are ahead of us. Where might that same public be when faced with the bill for bringing in the nationalisation he is clearly wedded to? Furthermore, in the event that we do not have to buy the water industry but seize it, the implications of that seizure will cause an economic collapse. At what point will he take responsibility for either of those scenarios when confronting a public who are, he says, ahead of us on this issue? Clive Lewis I will obviously come to many of those points later in my speech, but let me make this point now: I do not believe in nationalisation, and this Bill has nothing to do with nationalisation. This is about giving the public a say over their water. It is about governance, standards and democracy. Mr Frith Will my hon. Friend give way? Clive Lewis No, my hon. Friend has made his point. Mr Frith On this point? Clive Lewis No, I am going to carry on and make some progress. You made your point. Let the public— Madam Deputy Speaker (Ms Nusrat Ghani) Order. Mr Lewis, I do not believe I was making a point at all. Clive Lewis My apologies, Madam Deputy Speaker; I should have said that my hon. Friend made his point. The clock is ticking. The climate crisis is no longer a distant warning. It is our lived reality. Rising droughts, creeping desertification, depleted aquifers, wildfires, systemic collapse—these are no longer projections; they are the forecast turned fact. Preparing for this future and adapting to what is now inevitable has never been more urgent. The evidence is sobering. The UK’s water resources are under mounting pressure and not just from the climate emergency, but from rising demand and population growth. Experts now project that England could face significant water supply deficits as early as 2034 unless we act decisively. That is not a distant horizon; it is a little over a decade away. But while the threat has grown, our resilience has shrunk, because while the climate crisis has intensified, our water infrastructure has stood still, or, worse, been sold off, hollowed out and left to rot. In the 35 years before privatisation almost 100 reservoirs were built; in the 35 years since privatisation, not one major English reservoir has been built. But it gets worse, because in that same period private water companies have sold off 25 reservoirs without replacing one. Instead of investing in resilience, they have extracted value: £72 billion paid out in dividends while pipes leak, rivers choke, and the public pays the price. My hon. Friend the Member for Bury North (Mr Frith) asks how we can afford it; how can we not afford it? That is not mismanagement; it is a betrayal. If scientists tell us the climate crisis is an existential threat to humanity and to this country— Grahame Morris (Easington) (Lab) Will my hon. Friend give way? Clive Lewis One second. If scientists tell us the climate crisis is an existential threat to humanity and to this country, we must treat it as such: an existential conflict. In that context, the actions of these companies—selling off reservoirs, failing to invest, polluting our water—are not just negligent; they are acts that actively undermine our national water security. In any other existential crisis, we might call that what it is: sabotage. And in a time of national peril, sabotage has another name: treason. Let me explain why this matters to me personally. When I served on tour in Afghanistan back in 2009—not in a boy band—I experienced something utterly alien to me: the gnawing fear of thirst; not the mild irritation of forgetting a water bottle, but the deep physical worry that there may not be enough clean water to get through the day. In Britain, we have been blessed: water falls from the sky; it fills our rivers, it soaks our fields, and we joke about it—it is part of who we are. But in Afghanistan there was no humour; only heat, dust and desperation. There I saw children trekking miles through the desert, not for food, not for money, but to beg for clean bottled water. Once we have seen that, and once we have felt that fear, we can never take water for granted again. We never again believe it is something we can waste or pollute or privatise without consequence. That is why I have brought forward this Bill: because anger is not enough; outrage, no matter how justified, will not fix the pipes, stop the sewage or fill the reservoirs. We need a plan. We need a strategy. We need a future. We can do it better. My Water Bill delivers that. It sets out the high standards our country deserves and the democratic governance our water system desperately needs. First, it establishes clear, ambitious targets to stop the sewage in our rivers and on our beaches, to restore our water to high ecological and chemical standards, and to deliver universal, affordable access to water as a basic human right—a right we have never had before in this country. It demands a system designed not just to extract profit but to adapt, to build resilience in the face of climate change, and to harness nature-based solutions that work with the environment, not against it. Secondly, it transforms governance. The Bill introduces representation for workers and local communities on the boards of water companies. It gives voting rights to employees and customers, so that those who use and maintain a system have a real say in how it is run. Water is not a commodity but a common good, and those who depend on it and pay for it should help govern it. Thirdly, the Bill lays the foundations for a democratic future. It establishes a commission on water ownership to advise the Secretary of State on long-term strategy, looking at international best practice, especially in OECD countries, where public water ownership is the norm, not the exception. Crucially, it creates a citizens assembly on water ownership to bring the public into the process, to deliberate, debate and decide how we can govern this most precious of resources. The public care, but how do I know that? I know because a small fraction of them are in the Public Gallery today, having travelled here from all over the country; I know because of the thousands of emails that have been sent to MPs across the House; and I know because those people will never stop campaigning until this injustice is resolved. They know that we can protect something not by selling it off, but by standing up for it, involving people in its care and ensuring that it serves the public, today, tomorrow and for generations to come. My Bill offers a pathway out of crisis. It offers control, resilience and democracy. It is not just about cleaning up our rivers, but about cleaning up the system that allowed them to be polluted in the first place. Privatisation is not just a problem—it is the problem. We can do it better. I can hear some people on the Labour Benches thinking, “But we have just passed”— Dawn Butler (Brent East) (Lab) You can hear thinking? Clive Lewis I can now—for my next trick, I can hear thinking! I can hear them thinking, “But we have just passed the Water (Special Measures) Act 2025, Clive, so what are you talking about?” Yes, we have, but I am afraid to say it has been watered down—[Interruption.] Sorry, I had to get that one in—it was all going so well. The Act does not live up to what was promised, it does not deliver what is needed, and it certainly does not live up to its name. Do not get me wrong: it is a start. Grahame Morris I congratulate my good and hon. Friend on making an excellent speech and on advocating for public ownership of water and the opportunity to make things better. Does he agree that the mismanagement of the water companies under privatisation is a huge indictment of the whole principle? In my area, bills are way above inflation and huge dividends are being paid by borrowing money. At the very least, should our Government not be looking at stopping the payment of bonuses and share dividends while sewage pollution continues, and we have appalling mismanagement of the industry? Clive Lewis I thank my hon. Friend for his question. I agree with him wholeheartedly and I am just about to come to that point in relation to what the Water (Special Measures) Act does and does not do. It addresses some of those points, but as we have already discussed, privatisation is not just a problem, but the problem, and it is a big part of why so much has gone wrong. Unfortunately, the Water (Special Measures) Act does not live up to what was promised or what is needed, and it certainly does not live up to its name. However, it is a start, and I praise my colleagues on the Front Bench, including the Under-Secretary of State for Environment, Food and Rural Affairs, my hon. Friend the Member for Kingston upon Hull West and Haltemprice (Emma Hardy), who has done so much work in this area. Unfortunately, the Act is not a solution. Remarkably, my Government’s Water (Special Measures) Act does not even define what clean water means. There are no standards or targets—just vague intentions handed over once again to a regulatory system that has already failed us and to the companies that caused the mess in the first place. It says nothing about better governance, and absolutely nothing about the big, fat, humongous elephant in the room: who owns our water? If we do not deal with ownership, we cannot deal with accountability. If we cannot deal with accountability, we can forget clean water. No—we must go further on clean water standards, corporate accountability and what happens when companies fail. Noah Law (St Austell and Newquay) (Lab) Does my hon. and gallant Friend accept that there is increased accountability in the Water (Special Measures) Act through the fact that many companies in the industry are now rewriting their articles of association to ensure that they are accountable not just to shareholders, but to the customers and users of water? Clive Lewis After 35 years of abject failure, it is too little, too late. My Bill would put the final nail in the coffin of this sorry chapter of our country’s water and water system. Neil Coyle Sticking with the puns, I commend my hon. Friend on his gallons of passion; he is always making waves. He criticises the Government’s legislation, which is obviously not yet in effect, but does he think that the Cunliffe commission will go any way towards addressing some of the concerns he has outlined? Clive Lewis Unfortunately, I do not, because again the elephant in the room—who owns our water—has been ruled out of the Cunliffe commission’s operational process. It cannot actually look at that issue. I have no issue with Sir Jon Cunliffe, but let us not forget that he originates from the Treasury—he probably has Treasury brain. That economic orthodoxy is part of the reason why we are in the place that we are. I do not have so much confidence in the Cunliffe commission, but I do have far more confidence in the People’s Commission on the Water Sector, which is being run by academics and which will report at the same time. I will be very interested to hear what it says. Neil Coyle Will my hon. Friend give way? Clive Lewis Those are the reasons why I have brought forward this Bill. The Government’s Act does none of those things, but my Bill does. Take just one example— Madam Deputy Speaker (Ms Nusrat Ghani) Order. I believe Mr Lewis probably cannot hear interventions, because he is so loud himself. Members should intervene loudly if they wish to intervene. Clive Lewis I did hear the intervention, but I wanted to make some progress. Take this one example. Under this Bill, if a water company breaches the terms of its licence with a major sewage discharge, it can forget shareholder payout and piling on more debt. If it does it twice, it is in the last chance saloon. After three strikes, it is out—licence terminated and on its bike—and those price-gouging, asset-stripping, river-killing vulture capitalist outfits will be rolled into the sunset without a penny in compensation. What about those water infrastructure assets that they have been sweating for private gain? They go back into the public realm, thank you very much. If they start whining about debts, do not worry: we will do a full audit of what they invested, what they racked up in debt, what they paid out in dividends and what they stuffed into bloated executive pay packets. I will tell you this, Madam Deputy Speaker: I am yet to see a single privatised English water company walk away with anything other than a well-earned spanking and a sharp haircut for its creditors. Those assets will belong to the public once again, and we will not pay a penny more than they are worth. I can hear people thinking, “Where will the money come from? How will you invest in publicly owned water without the private sector?” I will tell them where it has not come from in these past 35 years—I am mind-reading again. Mark Ferguson (Gateshead Central and Whickham) (Lab) Will my hon. Friend give way? Clive Lewis I will just make some progress, and then I will give way. I am on a roll. Let me tell the House where the money has not come from for these past 35 years. It has not come from private shareholders or long-term thinking, and it certainly has not come from some mythical well of benevolent capitalism. The private companies have put in less than nothing; in fact, they have racked up more than £60 billion in debt. Thames Water has paid more than £7.2 billion in dividends since privatisation, and is now £15.2 billion in debt and counting—work that out. Now, it is trying to plug the hole with a £3 billion emergency loan that will cost 10% in annual interest. That is more than half a billion pounds a year, just for interest payments, courtesy of our bills. That money will not build a reservoir, fix a pipe or clean a river, but it will keep a rotten system afloat for a little longer. Noah Law My hon. and gallant Friend makes an impassioned case for public ownership—something that, in the right context, I am sure Members on all sides of the House can celebrate. On the point about the cost of financing to the public, though, does he agree that while there are some serious indiscretions in parts of the industry, such as in Thames Water’s case, this conversation about the appropriate financing model would be better entertained at a time when the cost of capital in the private water industry was not lower than the cost of public sector borrowing, on which, of course, we are in a very difficult situation? Clive Lewis The cheapest borrowing in the country, without a doubt, is public sector borrowing. The private water industry, which has had 35 years to sort this mess out, is not going to find investment. It is up to its eyeballs in debt. It is relying on a 50% increase in our bills by 2030, if we include inflation, and that is in the middle of a cost of living crisis. How can we justify that? The answer is that we cannot. Mr Frith The day after the seizure of public assets that my hon. Friend is describing, billions and billions of pounds of debt will come with it. What does he propose to do with that debt, other than refinancing, which is exactly where we are at now with the industry requirement to refinance the debt to try to keep bills down? Instead, he is advocating that the public purse take on that private debt. Clive Lewis At the beginning of my now seemingly rather long speech, I think I referred to a failure of imagination. Ask what Margaret Thatcher would have done when she was faced with similar problems. She would have fought her way through it. She changed the very fabric of our economy, our democracy and our politics, and she made it work. We can do the same, because the public are behind us. They want this to work. Mr Frith rose— Mark Ferguson rose— Clive Lewis I will make some progress. Let us recap, because I do not want to go on too long; I want to conclude, if I can. That money from Thames Water—that half a billion pounds in interest payments—will keep a rotten system afloat for just a little longer. The myth of privatisation is that the private sector will act in the long-term interests of the British public because it wants to turn a profit. That is preposterous, as is proven by the state of our water, and exhibit A is Thames Water. We can now turn to the question of where the investment will come from. Under public ownership, it will come from the only place it ever should have—from us, the public—and every penny of it will go back into the system. It will go into the pipes, the rivers, the seas we swim in and the water we drink. There will be a direct relationship between what we pay and what we get, with no offshore dividends, no bloated bonuses and no debt-laden shell games—just clean, accountable, democratic water. When I was in Afghanistan, every soldier had one critical duty: to stay hydrated. To dehydrate was considered a military offence, because it put the soldier and their team at risk. If someone ran out of water, we did not debate markets or metrics; we shared what we had. We had each other’s backs. As the desert-dwelling Fremen in James Herbert’s novel “Dune” believed: “A man’s flesh is his own; the water belongs to the tribe”. It is time our water returned to the tribe, to the people, to the public. We can do better; we must, and with this Bill, we will. I commend it to the House.

Farrukh

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