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Cadence 2025

Ross Mackay

13,676 subscribers

27,815 views • 7 months ago •via X (Twitter)

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Hock Tan, Broadcom Q4 2025, says the quiet part out loud. Custom silicon isn’t replacing GPUs. NVDA’s annual cadence + backward compatibility crush the ROI math. ‘Customer tooling’ is overhyped. Listen 👇 $avgo $nvda

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Ben Pouladian

88,403 views • 7 months ago

Watching ENDLESS WHITE PEOPLE "survivor" videos gets me eXtremely angry. Hope I leave you wondering, 'wow she must really be a ray' sis', or, possibly the flipside---- 'maybe she's right', White people WAKE UP. Either way WAKE UP. This isn't about political correctness, it's life and death serious. "We're not meant to 'DIE' like this" ~ is apropos for the moment, nothing Cadence with that thing was living. Cadence Prince was failed by everyone, her dreams of a family, children, and a life far-removed from criminals, ended with that one irrevocable huge mistake. Everyone knew what was happening, no one said a thing to her. 17-year-old Cadence Eileen Prince, butchered to death on May 18, 2025 by the filth pictured. RIP Cadence, there's nothing left to say.

Watching ENDLESS WHITE PEOPLE "survivor" videos gets me eXtremely angry. Hope I leave you wondering, 'wow she must really be a ray' sis', or, possibly the flipside---- 'maybe she's right', White people WAKE UP. Either way WAKE UP. This isn't about political correctness, it's life and death serious. "We're not meant to 'DIE' like this" ~ is apropos for the moment, nothing Cadence with that thing was living. Cadence Prince was failed by everyone, her dreams of a family, children, and a life far-removed from criminals, ended with that one irrevocable huge mistake. Everyone knew what was happening, no one said a thing to her. 17-year-old Cadence Eileen Prince, butchered to death on May 18, 2025 by the filth pictured. RIP Cadence, there's nothing left to say.

Dane

32,087 views • 1 year ago

🇫🇷 Etoile de Besseges 2025, Stage 1 📺 PAUL MAGNIER (🏆) • Time — 29 sec 💥 (video) • Distance — 216 m 📏 • Speed — Avg 26.8 Kph, Max 37.2 Kph 💨 • Power — Avg 833 W, Max 1,147 W ⚡️ • Cadence — Avg 88 rpm, Max 104 rpm 🔃

🇫🇷 Etoile de Besseges 2025, Stage 1 📺 PAUL MAGNIER (🏆) • Time — 29 sec 💥 (video) • Distance — 216 m 📏 • Speed — Avg 26.8 Kph, Max 37.2 Kph 💨 • Power — Avg 833 W, Max 1,147 W ⚡️ • Cadence — Avg 88 rpm, Max 104 rpm 🔃

ammattipyöräily

42,201 views • 1 year ago

E-2 making diamonds 💎💎💎 in the desert 🏜️ On September 15, 2025, our new engine unit completed its 6th test fire, a 202 sec full mission duty cycle with zero hardware issues. E-2 manufacturing and test cadence are accelerating.

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31,017 views • 10 months ago

Hypersonic test launch has been plagued for decades by high cost and low cadence, but our HASTE rocket is changing that. With multiple successful HASTE missions in 2025, we've brought the speed of commercial launch to hypersonic testing. Next HASTE launch NET late February. Mission info:

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Rocket Lab

90,465 views • 5 months ago

My videographer has a quiet cadence, capturing people naturally, whether in the chaos of protest or the calm of a concert. But during a public performance by Jenn Grant, one stranger confronts him aggressively asking why he is filming. Another hides his face behind a flag, steps in, and snaps, “F— off!” Public space belongs to all of us. 📸 Jun 1, 2025 #cdnpoli #Toronto #ProtestMania

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Caryma Sa'd - Lawyer + Political Satirist

19,764 views • 1 year ago

🇫🇷 Le jean français low-cost se heurte à la dure réalité économique 👖 Le Denim Center à Neuville-en-Ferrain n’a produit que 100 000 jeans en 2025. 📉 Loin des 400 000 pièces attendues, le site peine à monter en puissance. 🇫🇷 Porté par Kiabi et Jules, ce projet vise une relocalisation abordable et responsable. 💰 Avec un coûts de production élevés en France, phase de formation et montée en cadence très lente, les volumes sont insuffisants pour amortir les investissements. 🏭 Malgré un démarrage progressif, le Denim Center démontre une montée en cadence encourageante qui devraient permettre d’accélérer fortement la production en 2026. 💪 Le route vers la rentabilité est encore longue mais c'est en bonne voie ! 🤔 Suis-je trop optimiste ? Le made in France low-cost est-il vraiment possible face à la concurrence internationale ?

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Alex Xplore

40,320 views • 29 days ago

Millions of views. Tens of dollars. On Founder Mode, Kajabi CEO breaks down why creators burn out—and how to flip it. → 2025 is a reckoning → Don’t chase virality. Build systems. → Content market fit is the new MVP → Ownership > algorithm Not every creator is a CEO. But every great one will be. CHAPTERS 00:00 – Why “Creator CEO” is the Future of the Creator Economy 06:51 – Building for Everyday People and Customer Obsession at Kajabi 12:55 – Content Market Fit and Monetizing Beyond Virality 17:36 – Using AI to Scale Without Losing the Human Touch 25:07 – Leadership Cadence and Work-Life Integration as a Post-Founder CEO

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Kevin Henrikson

10,488 views • 11 months ago

James Cameron says an opportunity with AI is to make more blockbuster films by cutting “in half” the cost of computer-generated graphics. For him, cost-saving isn’t about “laying off VFX staff” but about “doubling their speed to completion on a given shot.” With AI integrated into VFX workflows, Cameron told Meta’s CTO Andrew Bosworth in April 2025 that the “cadence [can be] faster and your throughput cycle is faster and artists get to move on and do other cool things.” Cameron joined the board of Stability AI to learn new generative AI tools and figure out how Hollywood can adopt the technology (he obviosuly previously pioneered VFX with The Abyss, Terminator, Avatar and Titanic).

Bearly AI

1,162,583 views • 8 months ago

Just 8 days after the final stack of Superheavy-B16. B17's common dome section has been moved to the front of MB1 for stacking operations. As expected, the pace of vehicle assembly will have to increase dramatically in order to keep up with SpaceX's goals for Starship Launch Cadence in 2025. We are rapidly approaching Flight 7, and Booster 17 is the Flight 10 Booster. Assuming SpaceX plans to carry out 20 to 25 launches in 2025, this booster will need to be fully stacked, cryo tested, integrated with its 33 raptor engines, static fire tested, and receive final launch outfitting 8 to 10 weeks from today. To date, the record holder for fastest assembly to launch time is B13 which took 41 weeks from initial stacking to launch. This means the assembly and test campaign for B17 needs to be at least 4 times faster than the previous best (assuming there are no re-flights's of boosters within the next 4 launches). If every booster from here on has one re-flight before B17's inaugural launch, then the assembly to launch process only needs to be around 2 times faster than the current best. I should note that B14 is expected to be the new record holder. If it launches on Jan 10 it will have been just under 40 weeks. Another important detail is that from what we can tell, this a Version 1 Booster. This means that we should expect a minimum of 4 more launches before Pad B is operational. One thing is for sure 2025 is going to be WILD!!! Shoutout to The Ringwatchers discord server for helping me gather the required data on such short notice. Make sure to follow them if you haven't already.

Just 8 days after the final stack of Superheavy-B16. B17's common dome section has been moved to the front of MB1 for stacking operations. As expected, the pace of vehicle assembly will have to increase dramatically in order to keep up with SpaceX's goals for Starship Launch Cadence in 2025. We are rapidly approaching Flight 7, and Booster 17 is the Flight 10 Booster. Assuming SpaceX plans to carry out 20 to 25 launches in 2025, this booster will need to be fully stacked, cryo tested, integrated with its 33 raptor engines, static fire tested, and receive final launch outfitting 8 to 10 weeks from today. To date, the record holder for fastest assembly to launch time is B13 which took 41 weeks from initial stacking to launch. This means the assembly and test campaign for B17 needs to be at least 4 times faster than the previous best (assuming there are no re-flights's of boosters within the next 4 launches). If every booster from here on has one re-flight before B17's inaugural launch, then the assembly to launch process only needs to be around 2 times faster than the current best. I should note that B14 is expected to be the new record holder. If it launches on Jan 10 it will have been just under 40 weeks. Another important detail is that from what we can tell, this a Version 1 Booster. This means that we should expect a minimum of 4 more launches before Pad B is operational. One thing is for sure 2025 is going to be WILD!!! Shoutout to The Ringwatchers discord server for helping me gather the required data on such short notice. Make sure to follow them if you haven't already.

Zack Golden

57,369 views • 1 year ago

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

Milk Road AI

93,861 views • 18 days ago

✅ First #C295 Search and Rescue aircraft for Spain just delivered! The aircraft, assembled at the Airbus Final Assembly Line in San Pablo, Seville, Spain, will perform its ferry flight in the coming days to join the Ejército del Aire y del Espacio 46th Wing at Gando Air Base in Gran Canaria. As the natural replacement for the fleet of CN-235 VIGMA aircraft, the C295 SAR provides a major leap in range and tactical capabilities. The platform stands out for its high versatility in both maritime and overland operations. It is fully optimized to conduct national and international search and rescue missions, as well as maritime security operations, and the prevention of illicit trafficking. Airbus will also deliver two additional maritime surveillance C295 aircraft this year out of a total order of eight, alongside the first two C295 aircraft in transport configuration from the Spanish Ministry of Defence’s 2025 order. The delivery of the first C295 in Maritime Patrol Aircraft (MPA) configuration for Spain, the most complex mission variant of the C295 to date, is planned for 2028. To satisfy this growing global demand, Airbus is executing a production ramp up at its Final Assembly Line (FAL) in Seville, boosting its cadence from 10 to 13 C295 aircraft per year. The C295 remains the undisputed leader in its segment, holding an 85% world market share with 335 orders across 39 countries.

✅ First #C295 Search and Rescue aircraft for Spain just delivered! The aircraft, assembled at the Airbus Final Assembly Line in San Pablo, Seville, Spain, will perform its ferry flight in the coming days to join the Ejército del Aire y del Espacio 46th Wing at Gando Air Base in Gran Canaria. As the natural replacement for the fleet of CN-235 VIGMA aircraft, the C295 SAR provides a major leap in range and tactical capabilities. The platform stands out for its high versatility in both maritime and overland operations. It is fully optimized to conduct national and international search and rescue missions, as well as maritime security operations, and the prevention of illicit trafficking. Airbus will also deliver two additional maritime surveillance C295 aircraft this year out of a total order of eight, alongside the first two C295 aircraft in transport configuration from the Spanish Ministry of Defence’s 2025 order. The delivery of the first C295 in Maritime Patrol Aircraft (MPA) configuration for Spain, the most complex mission variant of the C295 to date, is planned for 2028. To satisfy this growing global demand, Airbus is executing a production ramp up at its Final Assembly Line (FAL) in Seville, boosting its cadence from 10 to 13 C295 aircraft per year. The C295 remains the undisputed leader in its segment, holding an 85% world market share with 335 orders across 39 countries.

Airbus Defence

32,035 views • 1 month ago

🔍 𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝘀𝘁𝗶𝗹𝗹 𝗮𝘀𝗸𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗙𝘂𝗹𝗹 𝗦𝘁𝗮𝗰𝗸 𝗔𝗩 𝗿𝗲𝗮𝗹𝗹𝘆 𝗺𝗲𝗮𝗻𝘀, 𝗤-𝗦𝗬𝗦 𝗷𝘂𝘀𝘁 𝗴𝗮𝘃𝗲 𝗺𝗲 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗱𝗼𝘄𝗻𝗹𝗼𝗮𝗱—𝗮𝗻𝗱 𝗶𝘁 𝗴𝗼𝗲𝘀 𝗱𝗲𝗲𝗽𝗲𝗿 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝘁𝗵𝗶𝗻𝗸. At InfoComm 2025, I sat down with Jason Moss and Christopher Jaynes from Q-SYS, part of QSC, to prove beyond a doubt that this is not "marketecture," but a robust, future-ready architecture. This wasn’t just a talk track. It was a deep dive into what makes their Full Stack AV platform more than a slogan. In this new 𝘿𝙞𝙧𝙚𝙘𝙩 𝙛𝙧𝙤𝙢 𝙩𝙝𝙚 𝙀𝙭𝙥𝙤 episode, we explore: 🔹 𝗪𝗵𝘆 𝗙𝘂𝗹𝗹 𝗦𝘁𝗮𝗰𝗸 𝗔𝗩 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗻𝗼𝘄 – and how Q-SYS is helping customers like Zillow and Indiana University use real-time data, intelligent control, and platform flexibility to scale smarter 🔹 𝗪𝗵𝗮𝘁’𝘀 𝗶𝗻𝘀𝗶𝗱𝗲 𝘁𝗵𝗲 𝘀𝘁𝗮𝗰𝗸 – from multimodal I/O and on-prem compute to a cognitive cloud built for insight and automation 🔹 𝗛𝗼𝘄 𝗤-𝗦𝗬𝗦 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘃𝟭𝟬 𝗳𝗹𝗶𝗽𝘀 𝘁𝗵𝗲 𝘀𝘄𝗶𝘁𝗰𝗵 – bringing software-driven capabilities, re-architected release cycles, and tighter integration across systems like Zoom, Microsoft Teams, and AV-over-IP What I like about this rearchitecture is that it moves Q-SYS to a software-driven release cycle rather than a hardware-centric one, allowing them to bring new and exciting features to market sooner and with a regular cadence that customers can anticipate and plan for. 🎥 Watch the full video now and see what Full Stack AV looks like in action: #InfoComm2025 #DirectFromTheExpo #QSYS #FullStackAV #AVTech #HybridWork Holly Halenbeck Patrick Heyn Nathan Makaryk

🔍 𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝘀𝘁𝗶𝗹𝗹 𝗮𝘀𝗸𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗙𝘂𝗹𝗹 𝗦𝘁𝗮𝗰𝗸 𝗔𝗩 𝗿𝗲𝗮𝗹𝗹𝘆 𝗺𝗲𝗮𝗻𝘀, 𝗤-𝗦𝗬𝗦 𝗷𝘂𝘀𝘁 𝗴𝗮𝘃𝗲 𝗺𝗲 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗱𝗼𝘄𝗻𝗹𝗼𝗮𝗱—𝗮𝗻𝗱 𝗶𝘁 𝗴𝗼𝗲𝘀 𝗱𝗲𝗲𝗽𝗲𝗿 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝘁𝗵𝗶𝗻𝗸. At InfoComm 2025, I sat down with Jason Moss and Christopher Jaynes from Q-SYS, part of QSC, to prove beyond a doubt that this is not "marketecture," but a robust, future-ready architecture. This wasn’t just a talk track. It was a deep dive into what makes their Full Stack AV platform more than a slogan. In this new 𝘿𝙞𝙧𝙚𝙘𝙩 𝙛𝙧𝙤𝙢 𝙩𝙝𝙚 𝙀𝙭𝙥𝙤 episode, we explore: 🔹 𝗪𝗵𝘆 𝗙𝘂𝗹𝗹 𝗦𝘁𝗮𝗰𝗸 𝗔𝗩 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗻𝗼𝘄 – and how Q-SYS is helping customers like Zillow and Indiana University use real-time data, intelligent control, and platform flexibility to scale smarter 🔹 𝗪𝗵𝗮𝘁’𝘀 𝗶𝗻𝘀𝗶𝗱𝗲 𝘁𝗵𝗲 𝘀𝘁𝗮𝗰𝗸 – from multimodal I/O and on-prem compute to a cognitive cloud built for insight and automation 🔹 𝗛𝗼𝘄 𝗤-𝗦𝗬𝗦 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘃𝟭𝟬 𝗳𝗹𝗶𝗽𝘀 𝘁𝗵𝗲 𝘀𝘄𝗶𝘁𝗰𝗵 – bringing software-driven capabilities, re-architected release cycles, and tighter integration across systems like Zoom, Microsoft Teams, and AV-over-IP What I like about this rearchitecture is that it moves Q-SYS to a software-driven release cycle rather than a hardware-centric one, allowing them to bring new and exciting features to market sooner and with a regular cadence that customers can anticipate and plan for. 🎥 Watch the full video now and see what Full Stack AV looks like in action: #InfoComm2025 #DirectFromTheExpo #QSYS #FullStackAV #AVTech #HybridWork Holly Halenbeck Patrick Heyn Nathan Makaryk

Craig Durr

12,809 views • 1 year ago

Lucas has a good interview with Matt Stone, who said he gave up on new TV shows because streaming economics “distort the art”. Stone’s view helps explain 30-70% viewership drop-off for Netflix shows between S1 and S2. Streaming shows are created at volume and not every episode can maintains the quality bar. This causes problem because one of the key metrics for streamers is “completion rate” (% of people who finish a show they started). Low completion rates lead to shows getting cancelled. This is why so many with devoted fan bases get scrapped after 1 or 2 seasons. Viewers enter shows not knowing how many seasons they will get. When execs decide to renew, it often takes 2-3 years between new seasons. Even when a show gets multiple seasons, the median viewer then bounces after a bad episode…which then lowers completion rate…which leads to eventual cancellation…which conditions viewer to expect streaming shows to all eventually crap the bed and/or leave narrative arcs hanging (if they get cancelled). Stone did watch a few streaming show but always caught a dud episode and “it feels like your wasting my time, it’s a betrayal.” Add in Netflix’s binge mode style — without the traditional weekly audience can talk about the show cadence — and it’s hard for viewers to truly invest their attention. Also, shows that do get a 2nd season have the marketing energy split with the conveyor belt of brand new shows Netflix is always cranking out. “The butter and bread equation has gotten screwed up in the 2010s,” Stone says. “There’s this much butter in the world but we’re going to make [a lot more] bread. There’s just not that much good stuff out there.” *** Full interview here from 2025:

Trung Phan

173,404 views • 27 days ago

🚨 BREAKING CAIR UPDATE: GRAB THE POPCORN! THE GRANDDADDY OF CAIR RETURNS — SAME SCRIPT, SAME PANIC, SAME DONATION PITCH Cue the somber music. Cue the trembling voice. Cue the emergency fundraiser. Right on schedule, Nihad Awad, CAIR’s longtime executive director and what many critics describe as the organization’s chief propagandist, emerged with yet another rehearsed outrage video... This time, reacting to Texas finally drawing a line against CAIR and the Muslim Brotherhood’s political operations. If you’ve seen one of these videos, you’ve seen them all. According to Awad, everything is suddenly “dangerous,” “unconstitutional,” and “hysterical.” And, as always, the solution is the same: send money immediately. “Today, something dangerous is happening…” “This is an unprecedented attack…” “We are being silenced…” “DONATE TODAY…” Same script. Same cadence. Same panic. Awad claims Governor Greg Abbott is persecuting Muslims, silencing democracy, and attacking civil rights, while deliberately sidestepping the fact that Texas did not act emotionally or rhetorically. Texas acted legally. On November 18, 2025, Abbott issued a signed proclamation designating the Muslim Brotherhood as a Foreign Terrorist Organization and CAIR as both a Foreign Terrorist Organization and a Transnational Criminal Organization under Texas Penal Code §71.01(e) and Texas Property Code §§5.251–5.259. The proclamation cites FBI findings, federal court rulings, and documented criminal convictions involving CAIR officials and affiliates, triggering state-level prohibitions on property ownership, organizational activity, and material support. That is the part Awad never mentions. Instead, he pivots - again - to the familiar routine: victimhood, hysteria, Gaza rhetoric, lawsuits, and donations. And here’s what clearly has him rattled. Just two months ago, RAIR exposed Awad openly laying out CAIR’s long-term political project from the pulpit—not as speculation, but as strategy. A 25-year pipeline designed to manufacture power: 🔺 tens of thousands of journalists 🔺 tens of thousands of filmmakers 🔺 tens of thousands of lawyers and policy operatives 🔺 tens of thousands of candidates and officeholders ...all now reinforced by CAIR’s own Super PAC. This isn’t advocacy, it’s infrastructure. This isn’t “civil rights.” It’s a political machine, built through tax-exempt entities and aimed squarely at media, law, government, and culture. That’s why the tone is shrill. That’s why the donation pitch is front and center. That’s why the outrage sounds so rehearsed. Because for the first time, states are no longer pretending this isn’t happening. So yes - watch the video. Study the performance. Note how quickly “civil rights” turns into a fundraising pitch. But understand this: America isn’t afraid anymore. America isn’t confused anymore. And America is no longer buying the script. 🎬 The curtain is up - and the audience has stopped clapping on command. 🚨 TO FRIENDS AND PATRIOTS ACROSS THE COUNTRY - TAKE ACTION THIS MONDAY Call your governors. Call your attorneys general. Call your state legislators. Demand they follow the lead of Texas and Florida!

🚨 BREAKING CAIR UPDATE: GRAB THE POPCORN! THE GRANDDADDY OF CAIR RETURNS — SAME SCRIPT, SAME PANIC, SAME DONATION PITCH Cue the somber music. Cue the trembling voice. Cue the emergency fundraiser. Right on schedule, Nihad Awad, CAIR’s longtime executive director and what many critics describe as the organization’s chief propagandist, emerged with yet another rehearsed outrage video... This time, reacting to Texas finally drawing a line against CAIR and the Muslim Brotherhood’s political operations. If you’ve seen one of these videos, you’ve seen them all. According to Awad, everything is suddenly “dangerous,” “unconstitutional,” and “hysterical.” And, as always, the solution is the same: send money immediately. “Today, something dangerous is happening…” “This is an unprecedented attack…” “We are being silenced…” “DONATE TODAY…” Same script. Same cadence. Same panic. Awad claims Governor Greg Abbott is persecuting Muslims, silencing democracy, and attacking civil rights, while deliberately sidestepping the fact that Texas did not act emotionally or rhetorically. Texas acted legally. On November 18, 2025, Abbott issued a signed proclamation designating the Muslim Brotherhood as a Foreign Terrorist Organization and CAIR as both a Foreign Terrorist Organization and a Transnational Criminal Organization under Texas Penal Code §71.01(e) and Texas Property Code §§5.251–5.259. The proclamation cites FBI findings, federal court rulings, and documented criminal convictions involving CAIR officials and affiliates, triggering state-level prohibitions on property ownership, organizational activity, and material support. That is the part Awad never mentions. Instead, he pivots - again - to the familiar routine: victimhood, hysteria, Gaza rhetoric, lawsuits, and donations. And here’s what clearly has him rattled. Just two months ago, RAIR exposed Awad openly laying out CAIR’s long-term political project from the pulpit—not as speculation, but as strategy. A 25-year pipeline designed to manufacture power: 🔺 tens of thousands of journalists 🔺 tens of thousands of filmmakers 🔺 tens of thousands of lawyers and policy operatives 🔺 tens of thousands of candidates and officeholders ...all now reinforced by CAIR’s own Super PAC. This isn’t advocacy, it’s infrastructure. This isn’t “civil rights.” It’s a political machine, built through tax-exempt entities and aimed squarely at media, law, government, and culture. That’s why the tone is shrill. That’s why the donation pitch is front and center. That’s why the outrage sounds so rehearsed. Because for the first time, states are no longer pretending this isn’t happening. So yes - watch the video. Study the performance. Note how quickly “civil rights” turns into a fundraising pitch. But understand this: America isn’t afraid anymore. America isn’t confused anymore. And America is no longer buying the script. 🎬 The curtain is up - and the audience has stopped clapping on command. 🚨 TO FRIENDS AND PATRIOTS ACROSS THE COUNTRY - TAKE ACTION THIS MONDAY Call your governors. Call your attorneys general. Call your state legislators. Demand they follow the lead of Texas and Florida!

Amy Mek

70,168 views • 7 months ago

🚨 DEBRIEFING: THE GREAT REPRICING A View From The Couch Receipts Only. No Hopium. No Guesswork. Everyone keeps asking “when does the system break?” Here’s the truth: It already did. Now they’re repricing the world around the wreckage. And the evidence is everywhere if you stop looking at isolated events and look at the pattern. 📌 1. When governments start seizing the rails, not the criminals 👉That’s repricing. ♦️FinCEN just hit Paxful for laundering the entire underground economy. ♦️Europol wiped out a €700M crypto network. ♦️Thailand froze $318M in assets tied to scam hubs. ♦️NZ & UK seized billions from the “Goddess of Wealth.” ♦️US regulators quietly relaxed leverage rules to buy time. 👉This is not enforcement. This is triage. 📌 2. When central banks start circling their gold like prey animals 🔸Italy trying to grab €300B from its central bank vault? 👉That is NOT normal behavior. Neither is: 🔸Russia tightening gold export flows. 🔸China absorbing record tonnage. 🔸BRICS building commodity-settlement rails. 🔸The West rewriting accounting rules in the dark. 🔸Gold is the tell. It always has been. 👉When gold moves, the system is repricing. 📌 3. When banks start failing quietly instead of loudly Look around: 👉Julius Baer loss provision 👉Credit Suisse charges resurfacing 👉Luxembourg investigations 👉Mexico ex-governor laundering arrest 👉BVI corruption 👉Margin rules being rewritten at 2AM 💥Why is everything collapsing in slow motion this time? Because they’re engineering the landing. Not trying to stop it. 📌 4. When cartels, traffickers, and dark money networks fall in PERFECT cadence 2021–2025: 🔹Sinaloa leadership taken down 🔹Tren de Aragua nodes disrupted 🔹Mongols MC raids 🔹Human smuggling orgs sanctioned under EO 13581 🔹INTERPOL Neptune VII (20 nations, 57 terror links) 🔹DEA seizing record narcotics in the same quarters as weather “events” 👉This is not random law enforcement. This is infrastructure removal ahead of a reset. You cannot reprice a global system while the old liquidity networks still exist. And they don’t anymore. 📌 5. When assets around the world suddenly become… irrelevant 💥Ports explode. 💥Supply chains rerouted. 💥Tunnels destroyed. 💥Biolabs neutralized. 💥Shipping lanes militarized. 💥Cobalt, lithium, and mineral rights quietly change hands. 💥Amazon builds the largest distribution grid in human history. Why? Because when the financial system reprices, everything physical gets revalued overnight. 👉The world is being rebuilt before the public ever realizes the old one died. 📌 6. When silver breaks $60 and nobody celebrates That’s the final tell. 💥When a monetary metal rips through a multi-decade psychological barrier and the media pretends it didn’t happen? 👉They’re hiding the repricing as long as possible. 📌 7. When every major storm, disaster, and mobilization aligns with arrests From fires to floods to hurricanes to earthquakes — the same shadow moves follow: National Guard call-ups FEMA deployments Telecom shutdowns Mass arrests NGO seizures Financial raids Nature doesn’t coordinate. Operations do. And every operation ends in the same place: Asset seizure → liquidity capture → revaluation. ⭐ So what IS “The Great Repricing”? It’s not a crash. It’s not a boom. It’s not a transition. It is the moment when the system stops pretending the old numbers still mean anything. Debt → repriced Commodities → repriced Banks → repriced Currencies → repriced Gold → repriced Labor → repriced Energy → repriced Real assets → repriced Digital assets → repriced Sovereignty → repriced The truth? It already started. Nothing can stop it. And the timeline is accelerating. Because the collapse already happened. We are just watching the accounting catch up. The Couch Astute Actual M. Nave

🚨 DEBRIEFING: THE GREAT REPRICING A View From The Couch Receipts Only. No Hopium. No Guesswork. Everyone keeps asking “when does the system break?” Here’s the truth: It already did. Now they’re repricing the world around the wreckage. And the evidence is everywhere if you stop looking at isolated events and look at the pattern. 📌 1. When governments start seizing the rails, not the criminals 👉That’s repricing. ♦️FinCEN just hit Paxful for laundering the entire underground economy. ♦️Europol wiped out a €700M crypto network. ♦️Thailand froze $318M in assets tied to scam hubs. ♦️NZ & UK seized billions from the “Goddess of Wealth.” ♦️US regulators quietly relaxed leverage rules to buy time. 👉This is not enforcement. This is triage. 📌 2. When central banks start circling their gold like prey animals 🔸Italy trying to grab €300B from its central bank vault? 👉That is NOT normal behavior. Neither is: 🔸Russia tightening gold export flows. 🔸China absorbing record tonnage. 🔸BRICS building commodity-settlement rails. 🔸The West rewriting accounting rules in the dark. 🔸Gold is the tell. It always has been. 👉When gold moves, the system is repricing. 📌 3. When banks start failing quietly instead of loudly Look around: 👉Julius Baer loss provision 👉Credit Suisse charges resurfacing 👉Luxembourg investigations 👉Mexico ex-governor laundering arrest 👉BVI corruption 👉Margin rules being rewritten at 2AM 💥Why is everything collapsing in slow motion this time? Because they’re engineering the landing. Not trying to stop it. 📌 4. When cartels, traffickers, and dark money networks fall in PERFECT cadence 2021–2025: 🔹Sinaloa leadership taken down 🔹Tren de Aragua nodes disrupted 🔹Mongols MC raids 🔹Human smuggling orgs sanctioned under EO 13581 🔹INTERPOL Neptune VII (20 nations, 57 terror links) 🔹DEA seizing record narcotics in the same quarters as weather “events” 👉This is not random law enforcement. This is infrastructure removal ahead of a reset. You cannot reprice a global system while the old liquidity networks still exist. And they don’t anymore. 📌 5. When assets around the world suddenly become… irrelevant 💥Ports explode. 💥Supply chains rerouted. 💥Tunnels destroyed. 💥Biolabs neutralized. 💥Shipping lanes militarized. 💥Cobalt, lithium, and mineral rights quietly change hands. 💥Amazon builds the largest distribution grid in human history. Why? Because when the financial system reprices, everything physical gets revalued overnight. 👉The world is being rebuilt before the public ever realizes the old one died. 📌 6. When silver breaks $60 and nobody celebrates That’s the final tell. 💥When a monetary metal rips through a multi-decade psychological barrier and the media pretends it didn’t happen? 👉They’re hiding the repricing as long as possible. 📌 7. When every major storm, disaster, and mobilization aligns with arrests From fires to floods to hurricanes to earthquakes — the same shadow moves follow: National Guard call-ups FEMA deployments Telecom shutdowns Mass arrests NGO seizures Financial raids Nature doesn’t coordinate. Operations do. And every operation ends in the same place: Asset seizure → liquidity capture → revaluation. ⭐ So what IS “The Great Repricing”? It’s not a crash. It’s not a boom. It’s not a transition. It is the moment when the system stops pretending the old numbers still mean anything. Debt → repriced Commodities → repriced Banks → repriced Currencies → repriced Gold → repriced Labor → repriced Energy → repriced Real assets → repriced Digital assets → repriced Sovereignty → repriced The truth? It already started. Nothing can stop it. And the timeline is accelerating. Because the collapse already happened. We are just watching the accounting catch up. The Couch Astute Actual M. Nave

TheDebriefing17

78,077 views • 7 months ago

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...

Surmount

26,794 views • 4 months ago

I paid Alex & Leila Hormozi $5,000 for their 2-day scaling workshop. Why? To grow my business from $6 million to $12 million in 2025. These 12 lessons from the event will help me get there: 1. The fastest-moving entrepreneurs are obsessive resource allocators. Similar to investors, they seek the best risk-adjusted returns with the resources they have. The main resources of the business are: • Time (of the team) • Attention (of the team) • And capital (of the business) So resource allocation is: • Aligning attention on the most important thing • Properly allocating everyone’s time to achieve that thing the fastest • Strategically investing capital to accelerate the outcome or increase its likelihood of achievement 2. $3m to $10m in EBITDA is where the majority of the value in a business is created. $3m in EBITDA likely gets a 1x multiple, so $3m of enterprise value. The process of going to $10m (when done well), not only 3.3x’s the EBITDA, but can take the multiple from 1 to 4 -> which is a 13.2x return. The EV goes from $3m to $40m, and that is the stage we are in right now as a business. 3. LTV:CAC are two metrics you must have staring at you and constantly audited. LTV = lifetime value of the customer CAC = customer acquisition cost The scope of calculating those is beyond this write-up, but basically you want this metric to be ~8:1 or higher when aggressively scaling a service-based business. On top of that, these are the only two metrics that you can “improve” in your business → either making customers worth more or reducing the cost to acquire them. You should be able to tie every project on your list directly to the improvement of one of these metrics. 4. We need a single dashboard with the most important metrics in the business. The quality of the dashboard is: • How many people use it on a daily basis • And how clearly they can connect their performance to the performance of the main numbers on the dashboard. We have data thrown about across Airtable, Google Sheets, and various Slack channels. Now, it’s time to unite them such that we can make even better decisions as a team. 5. Leveling up in business is transitioning from selling to people to selling to employees. In the beginning, you are the one creating all of the value. Over time, you will replace yourself out of certain functions that are customer-facing (if you are approaching business correctly). However, your job then becomes selling to your employees to spark their highest performance and retain them. 6. Brand is the best way to improve LTV and reduce CAC at the same time. It makes it cheaper to acquire customers since you have fixed media expenses (just labor) but unlimited upside in the number of eyeballs you can reach. It increases LTV because the continued content you create makes customers likely to keep purchasing because they associate the good content with the purchase they made, whether it’s free content or not. 7. Every single thing in your business is trainable, you just lack the skill of training. Seeing their presentations, their handshakes, the way they repeat the question back to the audience, it was so clear that Alex & Leila did this first, then obsessively role-played and drilled each person on their performance until it was indistinguishable from theirs. 8. The people doing it at the highest level of an obsessive, intentional standard. It was so evident the way these employees conducted themselves that they: • Loved working there • Loved the culture of high performance • And had been trained with extreme repetition and attention to detail 9. Past $3-5m in revenue, anything “new” starts with “who” not “how.” I made the mistake last year of trying to “bootstrap” our cold ads initiative (while continuing to run the rest of the business & sales team). I spent roughly ~200 hours on this throughout the year, which took time away from both my content and the management of the sales team. But for whatever reason, I thought I “had” to be the one who got it off the ground, then handed it off to a new hire or media buyer. But I had the sequence flipped. I should have spent the first 50 hours finding a world-class director of paid marketing, someone with far more experience than me building out a cold traffic acquisition system. Heck, I could have even spent 200 hours on it and ended up with a far greater return than I ended up with. 10. Excellence is a remarkably high number of extremely small details done well. Throughout the workshop, I paid close attention to the event operations, taking notes on how to run a great in-person event in case we wanted to do so in the future. Several things stood out that were clearly “iterations” from prior events, all based around eliminating the small, annoying parts of attending any kind of seminar. • High-quality food • Greeters at the door • Clear bathroom signs • A barista for fresh coffee • WiFi signs posted everywhere • Constant 15-minute breaks every 90 minutes The list goes on and on. 11. Any change you make in a business you should expect a 20% “decrease” in performance to start. That makes the hurdle rate to doing “new” at least 20% for it to be worth it, and arguably 40%. This happens because the switching cost leads to an immediate drop just from having to retrain the team. Change a meeting cadence, change a sales script, change an onboarding flow, all of these are going to come with a switching cost the team must overcome. Therefore, the highest risk-adjusted return is always to just do more or better or whatever you’re already doing, rather than add something new. 12. The ultimate size of the business is the sum of the intelligence of its people. Alex laid out this golden nugget during one of his talks and I found it interesting for a few reasons. First, because of his definition of intelligence = speed of learning, that means the ultimate size of the company is how quickly everyone can learn things. And so said another way, the ultimate size of the company is correlated to the speed of its iterations. The second reason I found this interesting is because you can create a culture of iteration through constant, rapid feedback on every behavior. And when I say constant, I mean constant. You could tell they’ve built this culture by the way their presenters all presented the exact same way as Alex and Leila. Aaand that’s it! I go deeper into all these lessons in this video, check it out: Timestamps 00:37 The Fastest Moving Entrepreneurs Are Obsessive Resource Allocators 04:09 $3m To $10m EBITDA Is Where The Majority Of The Value In A Business Is Created 07:00 LTV:CAC Are Two Metrics You Must Have Staring At You 10:04 You Need A Single Dashboard With The Most Important Metrics In The Business 12:03 Leveling Up In Business Is Transitioning To Selling To People To Selling To Employees 14:10 Brand Is The Best Way To Improve LTV And Reduce CAC At The Same Time 16:02 Every Single Thing In Your Business Is Trainable, You Just Lack The Skill Of Training 18:54 The People Doing It At The Highest Level Have An Obsessive, Intentional Standard 20:04 Past $3-5m In Revenue, Anything "New" Starts With "Who" Not "How" 23:33 Excellence Is A Remarkably High Number Of Extremely Small Details Done Well 26:23 Any Change You Make In A Business You Should Expect A 20% "Decrease" In Performance To Start 28:07 The Ultimate Size Of The Business Is The Sum Of The Intelligence Of It's People

Dickie Bush 🚢

62,036 views • 1 year ago