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🚨 **CALLING ALL CREATORS, MODELS, BRANDS & BUSINESSES!** 🚨 Need Posters/Flyers #ShareThisPost Headed to a convention, expo or event? Make sure your brand STANDS OUT! 🔥 🖨️ High-quality printing available 📸 Posters • Flyers • Promo Prints ✨ Double-Sided & UV-Coated Options 📦 Shipping & Delivery Available Don’t wait...

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🚨 WE ARE LAUNCHING TAILORED OPPORTUNITIES FOR PROFESSIONAL INVESTORS 🚨 Hello EstateX Family, EstateX is extending its offerings to a global audience of qualified/professional investors who want the opportunity to invest through tokenization into a multitude of high-performing assets across the globe. Get hands-on guidance and portfolio management by our CEO Steve Craggs and his team, a former RE/MAX England & Wales CEO with 30+ years of experience in hand-picking assets and building high performing portfolio’s, thanks to his experience in the industry and connections across multiple global brand real estate agencies and partnerships with developers & well-known resort operators. Our team will hand-pick the best assets according to your wishes for capital growth and income, with a proven track record of double digit returns, liquidity, exit-options and more. Within our due diligence we work with an independent RICS evaluator, comply with local regulations, and under-go all risk & compliance requirements for each asset. We make sure the developer is secure in it’s stability, delivery and track record, while for off-plans we make sure there is an insurance backed guarantee, prioritizing security of your funds. We find those unique properties that we have exclusive arrangements with, whether that be discounts, high-yields, long term-growth or special arrangements. This is for institutions, high net worth individuals and family offices, with 20-35% of company generated revenue flowing back into the $ESX token. With us also focusing on a very liquid investor group and working with fund managers to realise it, we are putting rapid steps to getting massive AuM value, which all will be tokenized on the $ESX Blockchain. AM I A PROFESSIONAL / QUALIFIED INVESTOR? Under European financial regulations (MiFID II, Annex II), a Professional Investor is someone who meets at least two of these criteria: 1. Has carried out significant transactions in the relevant market, averaging 10 per quarter over the last year 2. Holds a portfolio of financial instruments and cash deposits worth over €500,000 3. Has at least one year of professional experience in the financial sector in a role requiring investment knowledge OR Makes a minimum investment of €100,000, qualifying under Article 1(4)(d) of the Prospectus Regulation, without needing to meet the above criteria. Are you from outside the European Economic Area (EEA)? Feel free to reach out to explore your options. To register and show interest, please visit Onwards & upwards
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🚨 WE ARE LAUNCHING TAILORED OPPORTUNITIES FOR PROFESSIONAL INVESTORS 🚨 Hello EstateX Family, EstateX is extending its offerings to a global audience of qualified/professional investors who want the opportunity to invest through tokenization into a multitude of high-performing assets across the globe. Get hands-on guidance and portfolio management by our CEO Steve Craggs and his team, a former RE/MAX England & Wales CEO with 30+ years of experience in hand-picking assets and building high performing portfolio’s, thanks to his experience in the industry and connections across multiple global brand real estate agencies and partnerships with developers & well-known resort operators. Our team will hand-pick the best assets according to your wishes for capital growth and income, with a proven track record of double digit returns, liquidity, exit-options and more. Within our due diligence we work with an independent RICS evaluator, comply with local regulations, and under-go all risk & compliance requirements for each asset. We make sure the developer is secure in it’s stability, delivery and track record, while for off-plans we make sure there is an insurance backed guarantee, prioritizing security of your funds. We find those unique properties that we have exclusive arrangements with, whether that be discounts, high-yields, long term-growth or special arrangements. This is for institutions, high net worth individuals and family offices, with 20-35% of company generated revenue flowing back into the $ESX token. With us also focusing on a very liquid investor group and working with fund managers to realise it, we are putting rapid steps to getting massive AuM value, which all will be tokenized on the $ESX Blockchain. AM I A PROFESSIONAL / QUALIFIED INVESTOR? Under European financial regulations (MiFID II, Annex II), a Professional Investor is someone who meets at least two of these criteria: 1. Has carried out significant transactions in the relevant market, averaging 10 per quarter over the last year 2. Holds a portfolio of financial instruments and cash deposits worth over €500,000 3. Has at least one year of professional experience in the financial sector in a role requiring investment knowledge OR Makes a minimum investment of €100,000, qualifying under Article 1(4)(d) of the Prospectus Regulation, without needing to meet the above criteria. Are you from outside the European Economic Area (EEA)? Feel free to reach out to explore your options. To register and show interest, please visit Onwards & upwards

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How to Build a Proper Product Page It breaks my heart every time I see someone from Brazil, making just $200 a month, spend $40 on a test ad only to get a $2 CPC. Then, they cut the ad at $35 spend with 17 clicks and 0 conversions. What’s even more frustrating is when I visit their site and see it’s a complete mess. It’s like they didn’t even try. That’s why I’m making this post. *Disclaimer: If you're building a brand, this isn’t for you. This is for testing products correctly with a website that’s good enough to convert, but if you’re serious about your brand, hire a Figma designer and a developer to get things done right. As a fun fact, I tested the following product myself (In the video below) and with just one click at a $3 CPC, I got a sale with an $80 AOV (100% CVR). I paused the ads because the CPMs hit $150. If you're interested, save this product for the future. I'll share the creatives i used to ran the product with those who comment below. "jordan, stop teaching high school kids about selling reps and getting them sued by Prada or other big brands, ruining their payment gateways, and crushing their dreams." (with 5 random people only will do it, wouldn't make sense for everyone to be ripping it). Shoutout to Adrian for this one. 🫡 Back to the important stuff: Let’s talk about creating a great product page. First off, ditch the “Buy Now” button. By using this, you miss out on the chance to increase your Average Order Value (AOV) through upsells during checkout. Instead, replace it with an “Add to Cart” button. Also, remove the quantity selector. Hardly anyone uses them on the product page, but they do in the cart. Instead, offer bundles, which you can set up using the Kaching Bundles app or your theme if it supports this feature. The cart experience is crucial, and you can optimize it using the UpCart app. Enable all its product page features so it takes over the standard Shopify cart or your theme’s cart. The built-in cart systems are outdated—they don’t allow upsells like UpCart does. Plus, UpCart directly opens the cart after a product is added, where the upsell option appears at the bottom, increasing your chances of boosting AOV. Pay attention to color schemes. Don’t use neutral colors for headers and buttons if your product features a primary color. A yellow jacket with a black header is like pizza with raspberry syrup—just doesn’t work. If your product images are gray, white, or black, match those with your headers and buttons. Otherwise, play around with colors to give your page some dynamic appeal. Bookmark this site to get color palettes that match your primary color. For exact color matches, download the "ColorZilla" extension, which gives you the exact color code of whatever is under your mouse on the screen. If your product color is #6E402A, you’ll know it and can match it perfectly with your header and buttons, creating a visually appealing contrast like Cider did here below. Right now, when some of you send me these websites, they look like government pages from the early 2000s. Next, consider the typography and button styles. For fonts, use Helvetica Regular for body text and Helvetica Bold for titles, both at a minimum size of 100%. It’s simple and effective. As for buttons, they should have a corner radius of 8px. To change these settings, go to the theme settings - typography/buttons and adjust the buttons and typography accordingly. Rounded buttons create a modern, inviting feel, while full square buttons can give off an outdated vibe. Even casinos in Vegas design their buildings with curves, ensuring that visitors always have a view angle that draws them back in—it’s all about keeping things appealing and engaging. Finally, the product page layout itself should be clean and concise. Use collapsible rows for your product descriptions. No one wants to read a novel, so keep it compact and focused. Images and videos are what sell—this is why we don’t use text-heavy images in our ads; they just bore people. Keep the description short, with enough information to inform but not overwhelm. If you need to include more features, put them in the FAQs section—that’s what they’re for. The goal is to make sure that the "Add to Cart" button is visible as soon as possible once the customer lands on the product page, without overwhelming them but providing just enough information—some key benefits, high-quality images, and buying options in the bundles. Once they hit the cart, the upsells will do their job. Remember, the three essential apps for setting this up are Loox Reviews for customer feedback (use the product widget reviews at the bottom of the page before the FAQs and the rating widget just above the title), Kaching Bundles for offering package deals, and UpCart for optimizing the cart experience. Just for the record, this is to help newcomers and guide them to something taht works, me personally i don't use free themes, but this one i created could convert easily if the product, offer and ads match well. Good luck and keep testing! 🗳🥂💸🤑
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How to Build a Proper Product Page It breaks my heart every time I see someone from Brazil, making just $200 a month, spend $40 on a test ad only to get a $2 CPC. Then, they cut the ad at $35 spend with 17 clicks and 0 conversions. What’s even more frustrating is when I visit their site and see it’s a complete mess. It’s like they didn’t even try. That’s why I’m making this post. *Disclaimer: If you're building a brand, this isn’t for you. This is for testing products correctly with a website that’s good enough to convert, but if you’re serious about your brand, hire a Figma designer and a developer to get things done right. As a fun fact, I tested the following product myself (In the video below) and with just one click at a $3 CPC, I got a sale with an $80 AOV (100% CVR). I paused the ads because the CPMs hit $150. If you're interested, save this product for the future. I'll share the creatives i used to ran the product with those who comment below. "jordan, stop teaching high school kids about selling reps and getting them sued by Prada or other big brands, ruining their payment gateways, and crushing their dreams." (with 5 random people only will do it, wouldn't make sense for everyone to be ripping it). Shoutout to Adrian for this one. 🫡 Back to the important stuff: Let’s talk about creating a great product page. First off, ditch the “Buy Now” button. By using this, you miss out on the chance to increase your Average Order Value (AOV) through upsells during checkout. Instead, replace it with an “Add to Cart” button. Also, remove the quantity selector. Hardly anyone uses them on the product page, but they do in the cart. Instead, offer bundles, which you can set up using the Kaching Bundles app or your theme if it supports this feature. The cart experience is crucial, and you can optimize it using the UpCart app. Enable all its product page features so it takes over the standard Shopify cart or your theme’s cart. The built-in cart systems are outdated—they don’t allow upsells like UpCart does. Plus, UpCart directly opens the cart after a product is added, where the upsell option appears at the bottom, increasing your chances of boosting AOV. Pay attention to color schemes. Don’t use neutral colors for headers and buttons if your product features a primary color. A yellow jacket with a black header is like pizza with raspberry syrup—just doesn’t work. If your product images are gray, white, or black, match those with your headers and buttons. Otherwise, play around with colors to give your page some dynamic appeal. Bookmark this site to get color palettes that match your primary color. For exact color matches, download the "ColorZilla" extension, which gives you the exact color code of whatever is under your mouse on the screen. If your product color is #6E402A, you’ll know it and can match it perfectly with your header and buttons, creating a visually appealing contrast like Cider did here below. Right now, when some of you send me these websites, they look like government pages from the early 2000s. Next, consider the typography and button styles. For fonts, use Helvetica Regular for body text and Helvetica Bold for titles, both at a minimum size of 100%. It’s simple and effective. As for buttons, they should have a corner radius of 8px. To change these settings, go to the theme settings - typography/buttons and adjust the buttons and typography accordingly. Rounded buttons create a modern, inviting feel, while full square buttons can give off an outdated vibe. Even casinos in Vegas design their buildings with curves, ensuring that visitors always have a view angle that draws them back in—it’s all about keeping things appealing and engaging. Finally, the product page layout itself should be clean and concise. Use collapsible rows for your product descriptions. No one wants to read a novel, so keep it compact and focused. Images and videos are what sell—this is why we don’t use text-heavy images in our ads; they just bore people. Keep the description short, with enough information to inform but not overwhelm. If you need to include more features, put them in the FAQs section—that’s what they’re for. The goal is to make sure that the "Add to Cart" button is visible as soon as possible once the customer lands on the product page, without overwhelming them but providing just enough information—some key benefits, high-quality images, and buying options in the bundles. Once they hit the cart, the upsells will do their job. Remember, the three essential apps for setting this up are Loox Reviews for customer feedback (use the product widget reviews at the bottom of the page before the FAQs and the rating widget just above the title), Kaching Bundles for offering package deals, and UpCart for optimizing the cart experience. Just for the record, this is to help newcomers and guide them to something taht works, me personally i don't use free themes, but this one i created could convert easily if the product, offer and ads match well. Good luck and keep testing! 🗳🥂💸🤑

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Unreleased Postcard จำนวน 2 รูป โดยมีรายละเอียดดังนี้ Unreleased Fix Card 1 Unreleased Random Card 1 (สุ่มจากจำนวนทั้งหมด 2 รูป) ระยะเวลาร่วมกิจกรรม: 3 – 10 พฤศจิกายน 2568 ประกาศผลผู้โชคดี: 15 พฤศจิกายน 2568 เริ่มจัดส่งสินค้า ตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป ⸻ กติกาการร่วมกิจกรรม “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET 📌 รายละเอียดและกติกาแคมเปญ 1. การได้รับสิทธิ์ลุ้นที่นั่ง ทุกการซื้อ JANUA LIMITED BOX SET ราคา 1,990 บาท / 1 กล่อง = 5 สิทธิ์ (ปรับเพิ่มจากเดิม 1 กล่อง = 1 สิทธิ์) สินค้ามีจำนวนจำกัดเท่านั้น ราคานี้ยังไม่รวมค่าจัดส่ง การลุ้นสิทธิ์ขึ้นอยู่กับจำนวนสิทธิ์ที่ได้รับ ไม่ได้พิจารณาจากยอดซื้อมากที่สุด ไม่จำกัดจำนวนการสั่งซื้อต่อคน และไม่สามารถยกเลิกคำสั่งซื้อได้ทุกกรณี ⸻ 2. ระยะเวลาแคมเปญ สามารถสั่งซื้อสินค้าได้ตั้งแต่ วันที่ 3 พฤศจิกายน 2568 – วันที่ 10 พฤศจิกายน 2568 เวลา 23:59 น. คำสั่งซื้อที่อยู่ภายในช่วงเวลาดังกล่าวเท่านั้นที่จะได้รับสิทธิ์ลุ้น เพื่อลุ้นสิทธิ์ที่นั่งโซนหมายเลข 001–250 หมายเหตุเพิ่มเติม: สินค้าจะถูกวางจำหน่ายจนกว่าสินค้าจะหมด แต่สิทธิ์ในการ “ลุ้นที่นั่งเข้าร่วมอีเวนต์” จะนับเฉพาะคำสั่งซื้อที่เกิดขึ้นในช่วงวันที่ 3 – 10 พฤศจิกายน 2568 เวลา 23:59 น. เท่านั้น ⸻ 3. ช่องทางการสั่งซื้อ สั่งซื้อได้ผ่าน 2 ช่องทางเท่านั้น 1. LINE MY SHOP : 2. DM Instagram : janua_thailand (สงวนสิทธิ์สำหรับต่างชาติเท่านั้น) 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ Line My Shop ช่องทางการชำระเงิน 1. PromptPay QR: ลูกค้าสามารถสแกน QR Code เพื่อชำระเงินได้ 2. Mobile Banking: รองรับการชำระผ่านแอปพลิเคชันธนาคาร เช่น K PLUS และ SCB Easy 3. LINE Pay : 3.1 e-Wallet: ชำระเงินผ่านกระเป๋าเงินอิเล็กทรอนิกส์ของ LINE 3.2 บัตรเครดิต/เดบิต: สามารถผูกบัตร Visa, Mastercard, JCB และบัตรเครือข่ายไทยที่รองรับ 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ DM Instagram : janua_thailand • ชำระตรงผ่านเลขที่บัญชีบริษัทเท่านั้น 👉 สถานะคำสั่งซื้อ • จะพิจารณาเฉพาะคำสั่งซื้อที่มี หมายเลขคำสั่งซื้อ ขึ้นโชว์เท่านั้น ⸻ 4. ชื่อผู้รับสินค้า ชื่อ–นามสกุลผู้รับสินค้าต้องตรงกับชื่อจริงในบัตรประชาชนหรือพาสปอร์ต เพื่อใช้ยืนยันสิทธิ์เข้าร่วมกิจกรรม ที่อยู่ในการจัดส่งสินค้าไม่จำเป็นต้องตรงกับบัตรประชาชนหรือพาสปอร์ต ⸻ 5. ระยะเวลาและการจัดส่งสินค้า การจัดส่ง JANUA LIMITED BOX SET จะเริ่มตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป โดยจะจัดส่งตามลำดับคิวของคำสั่งซื้อที่เข้ามาก่อน–หลัง เพื่อให้ทุกกล่องถูกจัดส่งอย่างครบถ้วนและปลอดภัยที่สุด ⸻ 6. ระบบบันทึกสิทธิ์และการตรวจสอบ สิทธิ์ของผู้สั่งซื้อจะถูกบันทึกโดยอัตโนมัติ ไม่ต้องลงทะเบียนเพิ่มเติม สามารถตรวจสอบจำนวนสิทธิ์ได้หลังคำสั่งซื้อสำเร็จภายใน 2 วัน ผ่านทางเว็บไซต์ 👉 วิธีตรวจสอบสิทธิ์: 1. เข้าเว็บไซต์ 2. กรอกเบอร์โทรศัพท์ที่ใช้ในการสั่งซื้อสินค้า (ต้องเป็นเบอร์เดียวกับในที่อยู่จัดส่ง Box Set) 3. ระบบจะแสดงข้อมูล ชื่อ, ที่อยู่, และจำนวนสิทธิ์ที่ได้รับทันที ⸻ 7. วันที่ประกาศผลผู้โชคดี วันที่ 15 พฤศจิกายน 2568 ผู้โชคดีจาก Campaign 2 จะได้รับสิทธิ์ที่นั่งในโซนหมายเลข 001–250 โดยจะประกาศผ่านทาง เว็บไซต์ X : 𝐉𝐀𝐍𝐔𝐀 Instagram : janua_thailand ⸻ 8. การยืนยันสิทธิ์ ผู้ได้รับสิทธิ์ต้องยืนยันสิทธิ์ของตน ผ่านทาง LINE Official: Janua ภายในวันที่ 15 พฤศจิกายน – 21 พฤศจิกายน 2568 หากไม่ยืนยันสิทธิ์ภายในเวลาที่กำหนด จะถือว่าสละสิทธิ์โดยอัตโนมัติ และทางแบรนด์จะประกาศรายชื่อผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 9. หลักฐานที่ต้องใช้ในวันรายงานตัว ผู้ได้รับสิทธิ์เข้าร่วมอีเวนต์ ต้องนำเอกสารต่อไปนี้มาแสดงเพื่อยืนยันตัวตน : 1. ใบเสร็จการสั่งซื้อสินค้า (ฉบับพิมพ์จากระบบออนไลน์) 2. บัตรประชาชน หรือพาสปอร์ตตัวจริง ที่ตรงกับข้อมูลการลงทะเบียน ⸻ 10. จำนวนสิทธิ์ต่อผู้เข้าร่วม 1. จำกัดสิทธิ์ผู้โชคดี 1 คนต่อ 1 หมายเลขบัตรประชาชนหรือพาสปอร์ตเท่านั้น ไม่สามารถโอนสิทธิ์ให้ผู้อื่น หรือใช้หมายเลขเดียวกันลงทะเบียนซ้ำเพื่อรับสิทธิ์มากกว่า 1 ที่นั่งได้ 2. หากผู้ได้รับสิทธิ์ได้ที่นั่งทั้งใน Campaign 1 และ Campaign 2 จำเป็นต้องสละสิทธิ์ใดสิทธิ์หนึ่ง โดยแจ้งความประสงค์มาที่ LINE Official: Janua ก่อนวันที่ 21 พฤศจิกายน 2568 และทางแบรนด์จะประกาศผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 11. เงื่อนไขการยกเลิกและคืนเงิน • ไม่สามารถยกเลิกคำสั่งซื้อหรือขอคืนเงินได้ในทุกกรณี ยกเว้นกรณีที่สินค้าเกิดความเสียหายจากการขนส่ง ซึ่งหากสินค้าเกิดความเสียหายจากขนส่ง ทางแบรนด์จะจัดส่งสินค้าชิ้นใหม่ให้ โดยไม่ให้ยกเลิกคำสั่งซื้อในทุกกรณี • การพิจารณาการคืนสินค้าจะเป็นไปตามเงื่อนไขของแบรนด์เท่านั้น ⸻ 12. การคุ้มครองข้อมูลส่วนบุคคล (PDPA) ข้อมูลส่วนบุคคลของผู้เข้าร่วมกิจกรรม เช่น ชื่อ–นามสกุล หมายเลขโทรศัพท์ และบัตรประชาชนหรือพาสปอร์ต จะถูกเก็บรักษาอย่างปลอดภัย และใช้เพื่อการยืนยันสิทธิ์เท่านั้น โดยจะไม่ถูกเปิดเผยหรือใช้ในวัตถุประสงค์อื่น ⸻ 13. ข้อสงวนสิทธิ์ของแบรนด์ แบรนด์ JANUA ขอสงวนสิทธิ์ในการเปลี่ยนแปลงเงื่อนไข รายละเอียดกิจกรรม หรือกำหนดการต่าง ๆ โดยไม่ต้องแจ้งให้ทราบล่วงหน้า หากเกิดเหตุสุดวิสัยหรือเหตุจำเป็นทางเทคนิค ช่องทางติดต่อสอบถามเพิ่มเติม หากมีข้อสงสัยเกี่ยวกับการสั่งซื้อหรือการร่วมกิจกรรม สามารถติดต่อได้ที่ 📩 LINE Official: Janua 🌐 เว็บไซต์: --------------------------- 💛 Every second in this video represents our passion that we wish everyone could feel. JANUA LIMITED BOX SET (Full Version) is now finally ready for everyone who has been waiting 💛 Get yourself ready! The official sale begins on November 3, 2025. Because the “surprise inside the box” is truly worth the wait. ✨ ⸻ Remarks : 1.Product Details Inside the Box • Mine Wish Limited Edition 50ml – 1 pc (Value: 490 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Dreamy Cloud Festive Design 30ml – 1 pc (Value: 290 THB) • Kiss Me More Festive Design 30ml – 1 pc (Value: 290 THB) • Passion Love Festive Design 30ml – 1 pc (Value: 290 THB) • Juicy Mallow New Collection 15ml – 1 pc (Value: 219 THB) • Cotton Cloud New Collection 15ml – 1 pc (Value: 219 THB) • Sugar Bunny New Collection 15ml – 1 pc (Value: 219 THB) • Memory of Sunrise The Exclusive Comeback 30ml – 1 pc (Value: 239 THB) 2.Unreleased Postcards (2 pieces) as follows: • Unreleased Fixed Card (1 piece) • Unreleased Random Card (1 piece, randomly selected from a total of 2 designs) ⸻ Campaign Duration : November 3 – 10, 2025 Winner Announcement : November 15, 2025 Shipping Start Date : From November 30, 2025 onward ⸻ Campaign Rules and Conditions “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET ⸻ 📌 Campaign Details and Rules 1. Lucky Draw Eligibility Every purchase of JANUA LIMITED BOX SET (1,990 THB per box) = 5 Lucky Draw Entries (Increased from the previous condition of 1 box = 1 entry) The amount of product is limited quantities. This price does not include shipping fees. The number of entries will determine your lucky draw chances. It is not based on the highest total purchase amount. There is no purchase limit per person, and order cancellations are not allowed under any circumstances. ⸻ 2. Campaign Period Customers can place their orders from November 3, 2025 – November 10, 2025 (until 23:59). Only orders placed within this period will be eligible for the lucky draw for seat numbers 001–250. Additional Note: Products will remain available until sold out. However, eligibility for the “Lucky Draw to join the event” will apply only to orders placed between November 3 – 10, 2025 (until 23:59). ⸻ 3. Sales Channels Available through 2 official channels only: 1. LINE MY SHOP: 2. Instagram DM: janua_thailand (for international customers only) 👉 Payment Methods for LINE MY SHOP: 1. PromptPay QR: Customers can scan the QR code to make payment. 2. Mobile Banking: Supported through major Thai bank applications such as K PLUS and SCB Easy. 3. LINE Pay 3.1 e-Wallet: Payment via LINE electronic wallet. 3.2 Credit/Debit Card: Supports Visa, Mastercard, JCB, and Thai-issued cards. 👉 Payment Method for Instagram DM (Janua_thailand): • Direct bank transfer to the official company account only. 👉 Order Status: Only orders that display an “order number” will be eligible for participation. ⸻ 4. Recipient Name The recipient’s full name must match the official name on their National ID or Passport for event verification purposes. The shipping address does not need to match the identification document. ⸻ 5. Shipping Schedule Shipment of JANUA LIMITED BOX SET will begin from November 30, 2025 onward, following the order queue chronologically (first come, first served) to ensure that every box is carefully and completely delivered. ⸻ 6. Entry Recording and Verification All purchase entries will be automatically recorded — no additional registration is required. Customers can verify their total entries within 2 days after completing their order via the website 👉 How to check your entries: 1. Visit 2. Enter the phone number used in your order (must be the same as the shipping address). 3. The system will display your name, address, and total number of entries. ⸻ 7. Winner Announcement November 15, 2025 Winners from Campaign 2 will receive seats in Zone Numbers 001–250. The announcement will be made through the following official channels: • Website: • X (Twitter): 𝐉𝐀𝐍𝐔𝐀 • Instagram: janua_thailand ⸻ 8. Confirmation of Rights Winners must confirm their participation via LINE Official: Janua between November 15 – 21, 2025. If the confirmation is not submitted within the specified period, the right to participate will be automatically forfeited. Replacement winners will be announced on November 22, 2025. ⸻ 9. Required Documents on the Event Day Winners must present the following documents for identity verification: • Printed purchase receipt (official online version) • Original National ID card or Passport that matches the registration details ⸻ 10. Number of Seats per Participant 1. Each winner is entitled to only 1 seat per National ID or Passport. Rights cannot be transferred or duplicated for multiple entries using the same ID. 2. If a winner receives seats in both Campaign 1 and Campaign 2, they must choose one campaign to attend and notify LINE Official: Janua before November 21, 2025. Replacement winners will be announced on November 22, 2025. ⸻ 11. Cancellation and Refund Policy • Orders cannot be cancelled or refunded under any circumstances, except in the case of product damage during shipment. If damage occurs during delivery, the brand will resend a new product, but order cancellations will still not be accepted in any case. • All product return evaluations will strictly follow the brand’s policy. ⸻ 12. Personal Data Protection (PDPA) Personal information of participants, including full name, phone number, and national ID or passport number, will be securely stored and used solely for verification purposes. No personal data will be disclosed or used for any other purpose. ⸻ 13. Brand Reservation of Rights JANUA reserves the right to amend campaign conditions, details, or schedules without prior notice in the event of unavoidable circumstances or technical issues. ⸻ For Inquiries or Further Information If you have any questions regarding your order or participation, please contact: 📩 LINE Official: Janua 🌐 Website: #JANUAXRENJUN
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💛 ทุกวินาทีในวิดีโอนี้…คือความตั้งใจที่เราอยากมอบให้ทุกคนได้สัมผัส JANUA LIMITED BOX SET ตัวเต็ม พร้อมแล้วสำหรับทุกคนที่รอคอย 💛 เตรียมตัวให้พร้อม! พบกับการเปิดขายในวันที่ 3 พฤศจิกายน 2568 เพราะ “เซอร์ไพรส์ในกล่อง” คุ้มค่าแก่การรอคอยมากจริง ๆ ✨ ⸻ หมายเหตุ : 1.รายละเอียดสินค้าภายในกล่อง Mine Wish Limited Edition 50ml – 1 ชิ้น มูลค่า 490.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Dreamy Cloud Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Kiss Me More Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Passion Love Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Juicy Mallow New Collection 15ml – 1 ชิ้น มูลค่า 219.- Cotton Cloud New Collection 15ml – 1 ชิ้น มูลค่า 219.- Sugar Bunny New Collection 15ml – 1 ชิ้น มูลค่า 219.- Memory of Sunrise The Exclusive Comeback 30ml – 1 ชิ้น มูลค่า 239.- 2. Unreleased Postcard จำนวน 2 รูป โดยมีรายละเอียดดังนี้ Unreleased Fix Card 1 Unreleased Random Card 1 (สุ่มจากจำนวนทั้งหมด 2 รูป) ระยะเวลาร่วมกิจกรรม: 3 – 10 พฤศจิกายน 2568 ประกาศผลผู้โชคดี: 15 พฤศจิกายน 2568 เริ่มจัดส่งสินค้า ตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป ⸻ กติกาการร่วมกิจกรรม “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET 📌 รายละเอียดและกติกาแคมเปญ 1. การได้รับสิทธิ์ลุ้นที่นั่ง ทุกการซื้อ JANUA LIMITED BOX SET ราคา 1,990 บาท / 1 กล่อง = 5 สิทธิ์ (ปรับเพิ่มจากเดิม 1 กล่อง = 1 สิทธิ์) สินค้ามีจำนวนจำกัดเท่านั้น ราคานี้ยังไม่รวมค่าจัดส่ง การลุ้นสิทธิ์ขึ้นอยู่กับจำนวนสิทธิ์ที่ได้รับ ไม่ได้พิจารณาจากยอดซื้อมากที่สุด ไม่จำกัดจำนวนการสั่งซื้อต่อคน และไม่สามารถยกเลิกคำสั่งซื้อได้ทุกกรณี ⸻ 2. ระยะเวลาแคมเปญ สามารถสั่งซื้อสินค้าได้ตั้งแต่ วันที่ 3 พฤศจิกายน 2568 – วันที่ 10 พฤศจิกายน 2568 เวลา 23:59 น. คำสั่งซื้อที่อยู่ภายในช่วงเวลาดังกล่าวเท่านั้นที่จะได้รับสิทธิ์ลุ้น เพื่อลุ้นสิทธิ์ที่นั่งโซนหมายเลข 001–250 หมายเหตุเพิ่มเติม: สินค้าจะถูกวางจำหน่ายจนกว่าสินค้าจะหมด แต่สิทธิ์ในการ “ลุ้นที่นั่งเข้าร่วมอีเวนต์” จะนับเฉพาะคำสั่งซื้อที่เกิดขึ้นในช่วงวันที่ 3 – 10 พฤศจิกายน 2568 เวลา 23:59 น. เท่านั้น ⸻ 3. ช่องทางการสั่งซื้อ สั่งซื้อได้ผ่าน 2 ช่องทางเท่านั้น 1. LINE MY SHOP : 2. DM Instagram : janua_thailand (สงวนสิทธิ์สำหรับต่างชาติเท่านั้น) 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ Line My Shop ช่องทางการชำระเงิน 1. PromptPay QR: ลูกค้าสามารถสแกน QR Code เพื่อชำระเงินได้ 2. Mobile Banking: รองรับการชำระผ่านแอปพลิเคชันธนาคาร เช่น K PLUS และ SCB Easy 3. LINE Pay : 3.1 e-Wallet: ชำระเงินผ่านกระเป๋าเงินอิเล็กทรอนิกส์ของ LINE 3.2 บัตรเครดิต/เดบิต: สามารถผูกบัตร Visa, Mastercard, JCB และบัตรเครือข่ายไทยที่รองรับ 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ DM Instagram : janua_thailand • ชำระตรงผ่านเลขที่บัญชีบริษัทเท่านั้น 👉 สถานะคำสั่งซื้อ • จะพิจารณาเฉพาะคำสั่งซื้อที่มี หมายเลขคำสั่งซื้อ ขึ้นโชว์เท่านั้น ⸻ 4. ชื่อผู้รับสินค้า ชื่อ–นามสกุลผู้รับสินค้าต้องตรงกับชื่อจริงในบัตรประชาชนหรือพาสปอร์ต เพื่อใช้ยืนยันสิทธิ์เข้าร่วมกิจกรรม ที่อยู่ในการจัดส่งสินค้าไม่จำเป็นต้องตรงกับบัตรประชาชนหรือพาสปอร์ต ⸻ 5. ระยะเวลาและการจัดส่งสินค้า การจัดส่ง JANUA LIMITED BOX SET จะเริ่มตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป โดยจะจัดส่งตามลำดับคิวของคำสั่งซื้อที่เข้ามาก่อน–หลัง เพื่อให้ทุกกล่องถูกจัดส่งอย่างครบถ้วนและปลอดภัยที่สุด ⸻ 6. ระบบบันทึกสิทธิ์และการตรวจสอบ สิทธิ์ของผู้สั่งซื้อจะถูกบันทึกโดยอัตโนมัติ ไม่ต้องลงทะเบียนเพิ่มเติม สามารถตรวจสอบจำนวนสิทธิ์ได้หลังคำสั่งซื้อสำเร็จภายใน 2 วัน ผ่านทางเว็บไซต์ 👉 วิธีตรวจสอบสิทธิ์: 1. เข้าเว็บไซต์ 2. กรอกเบอร์โทรศัพท์ที่ใช้ในการสั่งซื้อสินค้า (ต้องเป็นเบอร์เดียวกับในที่อยู่จัดส่ง Box Set) 3. ระบบจะแสดงข้อมูล ชื่อ, ที่อยู่, และจำนวนสิทธิ์ที่ได้รับทันที ⸻ 7. วันที่ประกาศผลผู้โชคดี วันที่ 15 พฤศจิกายน 2568 ผู้โชคดีจาก Campaign 2 จะได้รับสิทธิ์ที่นั่งในโซนหมายเลข 001–250 โดยจะประกาศผ่านทาง เว็บไซต์ X : 𝐉𝐀𝐍𝐔𝐀 Instagram : janua_thailand ⸻ 8. การยืนยันสิทธิ์ ผู้ได้รับสิทธิ์ต้องยืนยันสิทธิ์ของตน ผ่านทาง LINE Official: Janua ภายในวันที่ 15 พฤศจิกายน – 21 พฤศจิกายน 2568 หากไม่ยืนยันสิทธิ์ภายในเวลาที่กำหนด จะถือว่าสละสิทธิ์โดยอัตโนมัติ และทางแบรนด์จะประกาศรายชื่อผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 9. หลักฐานที่ต้องใช้ในวันรายงานตัว ผู้ได้รับสิทธิ์เข้าร่วมอีเวนต์ ต้องนำเอกสารต่อไปนี้มาแสดงเพื่อยืนยันตัวตน : 1. ใบเสร็จการสั่งซื้อสินค้า (ฉบับพิมพ์จากระบบออนไลน์) 2. บัตรประชาชน หรือพาสปอร์ตตัวจริง ที่ตรงกับข้อมูลการลงทะเบียน ⸻ 10. จำนวนสิทธิ์ต่อผู้เข้าร่วม 1. จำกัดสิทธิ์ผู้โชคดี 1 คนต่อ 1 หมายเลขบัตรประชาชนหรือพาสปอร์ตเท่านั้น ไม่สามารถโอนสิทธิ์ให้ผู้อื่น หรือใช้หมายเลขเดียวกันลงทะเบียนซ้ำเพื่อรับสิทธิ์มากกว่า 1 ที่นั่งได้ 2. หากผู้ได้รับสิทธิ์ได้ที่นั่งทั้งใน Campaign 1 และ Campaign 2 จำเป็นต้องสละสิทธิ์ใดสิทธิ์หนึ่ง โดยแจ้งความประสงค์มาที่ LINE Official: Janua ก่อนวันที่ 21 พฤศจิกายน 2568 และทางแบรนด์จะประกาศผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 11. เงื่อนไขการยกเลิกและคืนเงิน • ไม่สามารถยกเลิกคำสั่งซื้อหรือขอคืนเงินได้ในทุกกรณี ยกเว้นกรณีที่สินค้าเกิดความเสียหายจากการขนส่ง ซึ่งหากสินค้าเกิดความเสียหายจากขนส่ง ทางแบรนด์จะจัดส่งสินค้าชิ้นใหม่ให้ โดยไม่ให้ยกเลิกคำสั่งซื้อในทุกกรณี • การพิจารณาการคืนสินค้าจะเป็นไปตามเงื่อนไขของแบรนด์เท่านั้น ⸻ 12. การคุ้มครองข้อมูลส่วนบุคคล (PDPA) ข้อมูลส่วนบุคคลของผู้เข้าร่วมกิจกรรม เช่น ชื่อ–นามสกุล หมายเลขโทรศัพท์ และบัตรประชาชนหรือพาสปอร์ต จะถูกเก็บรักษาอย่างปลอดภัย และใช้เพื่อการยืนยันสิทธิ์เท่านั้น โดยจะไม่ถูกเปิดเผยหรือใช้ในวัตถุประสงค์อื่น ⸻ 13. ข้อสงวนสิทธิ์ของแบรนด์ แบรนด์ JANUA ขอสงวนสิทธิ์ในการเปลี่ยนแปลงเงื่อนไข รายละเอียดกิจกรรม หรือกำหนดการต่าง ๆ โดยไม่ต้องแจ้งให้ทราบล่วงหน้า หากเกิดเหตุสุดวิสัยหรือเหตุจำเป็นทางเทคนิค ช่องทางติดต่อสอบถามเพิ่มเติม หากมีข้อสงสัยเกี่ยวกับการสั่งซื้อหรือการร่วมกิจกรรม สามารถติดต่อได้ที่ 📩 LINE Official: Janua 🌐 เว็บไซต์: --------------------------- 💛 Every second in this video represents our passion that we wish everyone could feel. JANUA LIMITED BOX SET (Full Version) is now finally ready for everyone who has been waiting 💛 Get yourself ready! The official sale begins on November 3, 2025. Because the “surprise inside the box” is truly worth the wait. ✨ ⸻ Remarks : 1.Product Details Inside the Box • Mine Wish Limited Edition 50ml – 1 pc (Value: 490 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Dreamy Cloud Festive Design 30ml – 1 pc (Value: 290 THB) • Kiss Me More Festive Design 30ml – 1 pc (Value: 290 THB) • Passion Love Festive Design 30ml – 1 pc (Value: 290 THB) • Juicy Mallow New Collection 15ml – 1 pc (Value: 219 THB) • Cotton Cloud New Collection 15ml – 1 pc (Value: 219 THB) • Sugar Bunny New Collection 15ml – 1 pc (Value: 219 THB) • Memory of Sunrise The Exclusive Comeback 30ml – 1 pc (Value: 239 THB) 2.Unreleased Postcards (2 pieces) as follows: • Unreleased Fixed Card (1 piece) • Unreleased Random Card (1 piece, randomly selected from a total of 2 designs) ⸻ Campaign Duration : November 3 – 10, 2025 Winner Announcement : November 15, 2025 Shipping Start Date : From November 30, 2025 onward ⸻ Campaign Rules and Conditions “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET ⸻ 📌 Campaign Details and Rules 1. Lucky Draw Eligibility Every purchase of JANUA LIMITED BOX SET (1,990 THB per box) = 5 Lucky Draw Entries (Increased from the previous condition of 1 box = 1 entry) The amount of product is limited quantities. This price does not include shipping fees. The number of entries will determine your lucky draw chances. It is not based on the highest total purchase amount. There is no purchase limit per person, and order cancellations are not allowed under any circumstances. ⸻ 2. Campaign Period Customers can place their orders from November 3, 2025 – November 10, 2025 (until 23:59). Only orders placed within this period will be eligible for the lucky draw for seat numbers 001–250. Additional Note: Products will remain available until sold out. However, eligibility for the “Lucky Draw to join the event” will apply only to orders placed between November 3 – 10, 2025 (until 23:59). ⸻ 3. Sales Channels Available through 2 official channels only: 1. LINE MY SHOP: 2. Instagram DM: janua_thailand (for international customers only) 👉 Payment Methods for LINE MY SHOP: 1. PromptPay QR: Customers can scan the QR code to make payment. 2. Mobile Banking: Supported through major Thai bank applications such as K PLUS and SCB Easy. 3. LINE Pay 3.1 e-Wallet: Payment via LINE electronic wallet. 3.2 Credit/Debit Card: Supports Visa, Mastercard, JCB, and Thai-issued cards. 👉 Payment Method for Instagram DM (Janua_thailand): • Direct bank transfer to the official company account only. 👉 Order Status: Only orders that display an “order number” will be eligible for participation. ⸻ 4. Recipient Name The recipient’s full name must match the official name on their National ID or Passport for event verification purposes. The shipping address does not need to match the identification document. ⸻ 5. Shipping Schedule Shipment of JANUA LIMITED BOX SET will begin from November 30, 2025 onward, following the order queue chronologically (first come, first served) to ensure that every box is carefully and completely delivered. ⸻ 6. Entry Recording and Verification All purchase entries will be automatically recorded — no additional registration is required. Customers can verify their total entries within 2 days after completing their order via the website 👉 How to check your entries: 1. Visit 2. Enter the phone number used in your order (must be the same as the shipping address). 3. The system will display your name, address, and total number of entries. ⸻ 7. Winner Announcement November 15, 2025 Winners from Campaign 2 will receive seats in Zone Numbers 001–250. The announcement will be made through the following official channels: • Website: • X (Twitter): 𝐉𝐀𝐍𝐔𝐀 • Instagram: janua_thailand ⸻ 8. Confirmation of Rights Winners must confirm their participation via LINE Official: Janua between November 15 – 21, 2025. If the confirmation is not submitted within the specified period, the right to participate will be automatically forfeited. Replacement winners will be announced on November 22, 2025. ⸻ 9. Required Documents on the Event Day Winners must present the following documents for identity verification: • Printed purchase receipt (official online version) • Original National ID card or Passport that matches the registration details ⸻ 10. Number of Seats per Participant 1. Each winner is entitled to only 1 seat per National ID or Passport. Rights cannot be transferred or duplicated for multiple entries using the same ID. 2. If a winner receives seats in both Campaign 1 and Campaign 2, they must choose one campaign to attend and notify LINE Official: Janua before November 21, 2025. Replacement winners will be announced on November 22, 2025. ⸻ 11. Cancellation and Refund Policy • Orders cannot be cancelled or refunded under any circumstances, except in the case of product damage during shipment. If damage occurs during delivery, the brand will resend a new product, but order cancellations will still not be accepted in any case. • All product return evaluations will strictly follow the brand’s policy. ⸻ 12. Personal Data Protection (PDPA) Personal information of participants, including full name, phone number, and national ID or passport number, will be securely stored and used solely for verification purposes. No personal data will be disclosed or used for any other purpose. ⸻ 13. Brand Reservation of Rights JANUA reserves the right to amend campaign conditions, details, or schedules without prior notice in the event of unavoidable circumstances or technical issues. ⸻ For Inquiries or Further Information If you have any questions regarding your order or participation, please contact: 📩 LINE Official: Janua 🌐 Website: #JANUAXRENJUN

𝐉𝐀𝐍𝐔𝐀

380,507 Aufrufe • vor 10 Monaten

🚨 The CCP’s “Unrestricted War” — Now a Movie 🚨 🔝 Maybe we’ve all heard about the CCP’s “Unrestricted War.” But have you ever watched a movie with exactly that title? 🎦 In the newly released political thriller The Unrestricted War, my followers may notice many familiar scenes and stories: the early days of the COVID-19 outbreak in Wuhan, China; Dr. Li Wenliang, who was arrested for posting a warning about the deadly virus in a private chat group; Falun Gong practitioner Fang Bin, who filmed the now-famous “eight bodies in five minutes” video (you can watch it below, under the trailer of this movie); and PLA general and virologist Chen Wei, who took control of the P4 lab at the Wuhan Institute of Virology as soon as the virus began to spread—and managed to produce a vaccine as early as February 26, 2020. 😉 You might even catch glimpses of what I did during the early outbreak of COVID. (If you spot it, let me know in the comments! If you don’t, it won’t affect your enjoyment of the movie at all.) 🔥This is an incredibly engaging and daring film that exposes the CCP’s “Unrestricted War” against the entire world, based on true events from early 2020. The Wuhan pandemic killed 7 million people worldwide (or more, if we include China’s underreported death toll). Yet, until now, no filmmaker has dared to tackle this politically sensitive and perhaps politically incorrect topic. 😿That’s why Yan Ma, the Canadian director of this film, faced personal harassment from the CCP. Some of his family members in China lost their income, and just three days before filming began, one of the lead actors dropped out after receiving threats from the CCP’s United Front operations in Canada. 😠It didn’t stop there. When the film was first set to premiere in Canada, the event was abruptly cancelled just one day before, due to interference from the Chinese government. 😧The irony is striking: the Canadian filmmaker himself experienced the CCP’s “Unrestricted War” firsthand, simply for making a movie called Unrestricted War. 🚨As a result, Yan Ma decided not to release the film in U.S. theaters. Instead, it is available on the Gan Jing World GJW+ streaming platform: 🙋Make sure you watch it—and support Yan Ma, along with many others, in their fight against the CCP’s “Unrestricted War” on all of us.
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🚨 The CCP’s “Unrestricted War” — Now a Movie 🚨 🔝 Maybe we’ve all heard about the CCP’s “Unrestricted War.” But have you ever watched a movie with exactly that title? 🎦 In the newly released political thriller The Unrestricted War, my followers may notice many familiar scenes and stories: the early days of the COVID-19 outbreak in Wuhan, China; Dr. Li Wenliang, who was arrested for posting a warning about the deadly virus in a private chat group; Falun Gong practitioner Fang Bin, who filmed the now-famous “eight bodies in five minutes” video (you can watch it below, under the trailer of this movie); and PLA general and virologist Chen Wei, who took control of the P4 lab at the Wuhan Institute of Virology as soon as the virus began to spread—and managed to produce a vaccine as early as February 26, 2020. 😉 You might even catch glimpses of what I did during the early outbreak of COVID. (If you spot it, let me know in the comments! If you don’t, it won’t affect your enjoyment of the movie at all.) 🔥This is an incredibly engaging and daring film that exposes the CCP’s “Unrestricted War” against the entire world, based on true events from early 2020. The Wuhan pandemic killed 7 million people worldwide (or more, if we include China’s underreported death toll). Yet, until now, no filmmaker has dared to tackle this politically sensitive and perhaps politically incorrect topic. 😿That’s why Yan Ma, the Canadian director of this film, faced personal harassment from the CCP. Some of his family members in China lost their income, and just three days before filming began, one of the lead actors dropped out after receiving threats from the CCP’s United Front operations in Canada. 😠It didn’t stop there. When the film was first set to premiere in Canada, the event was abruptly cancelled just one day before, due to interference from the Chinese government. 😧The irony is striking: the Canadian filmmaker himself experienced the CCP’s “Unrestricted War” firsthand, simply for making a movie called Unrestricted War. 🚨As a result, Yan Ma decided not to release the film in U.S. theaters. Instead, it is available on the Gan Jing World GJW+ streaming platform: 🙋Make sure you watch it—and support Yan Ma, along with many others, in their fight against the CCP’s “Unrestricted War” on all of us.

Inconvenient Truths — Jennifer Zeng Reports

67,942 Aufrufe • vor 1 Jahr

🚨EXCLUSIVE: OPENAI WHISTLEBLOWER FOUND DEAD—WHAT THEY DON’T WANT YOU TO KNOW He was one of the core creators of the ChatGPT we all use today, working closely with Sam Altman and the founding team. He left the company and became a whistleblower, exposing the alleged misuse of copyright data by the company. Weeks before testifying in a major case against OpenAI, and just days after a NYT interview, he was found DEAD in his apartment. His family discovered a ransacked home, scattered bloodstains, and an open laptop—but no answers. They are now requesting the FBI to step in as suspicions mount around their son’s untimely death. Is Suchir’s death a tragic suicide, or something more sinister? This interview will leave you speechless. 00:00 Whistleblower exposes copyright scandal at OpenAI before sudden death. 00:26 Named witness in major case, dead days later. 02:10 Tech prodigy behind ChatGPT accuses OpenAI of ethical violations. 05:19 No recognition for pioneering contributions, even in death. 07:08 AI databases erase whistleblower, LinkedIn tags blocked. 09:42 Elon Musk's battle to protect the world from OpenAI's alleged abuses. 11:20 Mysterious silence before body discovered in ransacked apartment. 20:38 Blood, displaced items, and a staged suicide scene. 23:39 Missing CCTV footage and evidence destruction allegations. 29:56 Gun purchased for protection months before death. 32:11 Pen drive with evidence against OpenAI disappears. 36:17 Medical examiner flip-flops from homicide to suicide under pressure. 41:06 AI industry branded a "mafia" after prominent death. 47:03 Testimony could have crushed OpenAI's legal defense. 49:46 Family demands FBI investigation into "shady" AI industry. 53:42 Family vows to honor whistleblower by fighting for ethical AI. 54:08 Whistleblower fought for truth but paid with his life. Disclaimer: This interview addresses sensitive topics that some viewers may find distressing. If you feel upset or triggered at any point, please pause and consider reaching out for support. In the United States, you can contact the Suicide and Crisis Lifeline by calling or texting 988. If you’re outside the U.S., please look up the appropriate resources in your country. This interview and post are based on publicly available information and speculation. No allegations of wrongdoing are confirmed, and all parties are presumed innocent until proven otherwise.
55:14

🚨EXCLUSIVE: OPENAI WHISTLEBLOWER FOUND DEAD—WHAT THEY DON’T WANT YOU TO KNOW He was one of the core creators of the ChatGPT we all use today, working closely with Sam Altman and the founding team. He left the company and became a whistleblower, exposing the alleged misuse of copyright data by the company. Weeks before testifying in a major case against OpenAI, and just days after a NYT interview, he was found DEAD in his apartment. His family discovered a ransacked home, scattered bloodstains, and an open laptop—but no answers. They are now requesting the FBI to step in as suspicions mount around their son’s untimely death. Is Suchir’s death a tragic suicide, or something more sinister? This interview will leave you speechless. 00:00 Whistleblower exposes copyright scandal at OpenAI before sudden death. 00:26 Named witness in major case, dead days later. 02:10 Tech prodigy behind ChatGPT accuses OpenAI of ethical violations. 05:19 No recognition for pioneering contributions, even in death. 07:08 AI databases erase whistleblower, LinkedIn tags blocked. 09:42 Elon Musk's battle to protect the world from OpenAI's alleged abuses. 11:20 Mysterious silence before body discovered in ransacked apartment. 20:38 Blood, displaced items, and a staged suicide scene. 23:39 Missing CCTV footage and evidence destruction allegations. 29:56 Gun purchased for protection months before death. 32:11 Pen drive with evidence against OpenAI disappears. 36:17 Medical examiner flip-flops from homicide to suicide under pressure. 41:06 AI industry branded a "mafia" after prominent death. 47:03 Testimony could have crushed OpenAI's legal defense. 49:46 Family demands FBI investigation into "shady" AI industry. 53:42 Family vows to honor whistleblower by fighting for ethical AI. 54:08 Whistleblower fought for truth but paid with his life. Disclaimer: This interview addresses sensitive topics that some viewers may find distressing. If you feel upset or triggered at any point, please pause and consider reaching out for support. In the United States, you can contact the Suicide and Crisis Lifeline by calling or texting 988. If you’re outside the U.S., please look up the appropriate resources in your country. This interview and post are based on publicly available information and speculation. No allegations of wrongdoing are confirmed, and all parties are presumed innocent until proven otherwise.

Mario Nawfal

4,207,724 Aufrufe • vor 1 Jahr

🚨 The #1 Terryl Farnsworth SECRET Hid From The Charlie Kirk Assassination Trial! They LIED to cover up the DRONE ASSASSINATION of Charlie Kirk. Get this information out to the media! Get this information out to the podcasters! Get this information out to EVERYONE! And the SECOND IMPACT to enter Charlie's chest and exited our of his back? I cover that later in this video as well. LONG READ AHEAD: I am the creator of the 2-shot theory which is found in my 5 part series entitled Charlie Kirk: Operation 322. If you are interested in seeing the frame-by-frame analysis, esoteric connections, and real EVIDENCE that has been excluded from the public's eyes you need to tune into CKO:322 IMMEDIATELY!! I am on YouTube at "WeAreNotGoingToMars". Or you can go to my articles section here on X to check out the "Charlie's CLOSURE" article. The second video is an exclusive 10 minute frame by frame analysis. The first video is a 30 minute AI summary of my entire 8 hour series. The entire series is linked at the bottom of the article. There's a lot of good information out there that has been contributed by phenomenal independent journalists... But I think MOST of them would agree that the Charlie Kirk Assassination is the most high profile assassination of our times. 🔑 If they agree to that, then the information in this video is the BIGGEST DISCOVERY ever found in a high profile assassination. And I'm giving all praises to God for that. It is time for a spiritual awakening from the sleep that they have put so many of us under... That awakening can happen around a POWERFUL joint truth. As our leaders continue to try to KEEP US DIVIDED, we must resist the urge to give in to this strawman illusion of a reality. 💯 There are other ways to look at life that don't involve DIVISION amongst ever single group of people. I'm hoping that we can all begin to explore the hope of those options when we congregate around Constitutionally grounded principles, and the POWERFUL TRUTH that our government in its totality was involved in the assassination of Charlie Kirk. We need to wake up to the fact that we're being played. ALL OF US. The Epstein Class is centered in Israel & the United States, but it spans MANY countries worldwide. The GLOBAL Epstein Class assassinated Charlie Kirk to further their agenda. 2-Shots entering and exiting successfully, with a failed wireless microphone detonation to resemble a JFK assassination style effect. (The wireless microphone detonated in the SUV.) 🔑 In a menorah-shaped courtyard with an ouroboros around it(I've never shared that detail before), Charlie was sacrificed in a RITUAL ASSASSINATION in front of 3,000 people LIVE, and hundreds of thousands more through live streaming. His assassination and the drones over the Eastern border are connected. Matthew Livelsberger talking about the drones and their alien technology, as well as supposedly meeting with a man about drones before his attack on a Trump Tower that took his life, is connected to the aftermath of the Charlie Kirk assassination. DRONES. That's what ALL of this is about! 💥 The tool of choice to CONTROL AMERICA through the federal government and by the power of the president, will be DRONES. 🔑 Charlie Kirk's assassination represents the first of MANY planned assassination in the upcoming days and years... And I say planned for a reason, not just because I wrote the book "planned." (which you can support at 🤯 But I say planned because WE are already LABELED. What did you think all of this data collection has been for, for so many years?! Data Collection, DATA CENTERS, the White House Command Center under the ballroom, the off-shoring of our data to companies in Israel, nationwide Flock cameras, and soon "Flock DRONES"... They are just building the architecture, capabilities, and changing the laws to be more favorable to "remove" us... Speech will become the new terrorism, and there will be nowhere to hide; including the privacy of your home. Drone assassinations will become the new tool to quite ANY dissent... 🔑 The Bird of Prey assassination of Charlie Kirk was a ritual joint operations assassination to symbolize a new era in governance and control... To symbolize their complete capture of our systems. But that's ONLY if we let them get away with this. I'm giving you all the tea that I can. And I'll be back tomorrow with more... Check out Charlie Kirk: Operation 322 until then! And if you agree with everything I'm saying in this video, tell somebody to tell somebody... It's time to get active. The Epstein Class is the New World Order. RIGHT NOW, is the ONLY chance we have left to stop them from stealing our leaders, our children, and all of our future wealth. More later... Talk Soon. 🫡🙏🏾🌎
16:13

🚨 The #1 Terryl Farnsworth SECRET Hid From The Charlie Kirk Assassination Trial! They LIED to cover up the DRONE ASSASSINATION of Charlie Kirk. Get this information out to the media! Get this information out to the podcasters! Get this information out to EVERYONE! And the SECOND IMPACT to enter Charlie's chest and exited our of his back? I cover that later in this video as well. LONG READ AHEAD: I am the creator of the 2-shot theory which is found in my 5 part series entitled Charlie Kirk: Operation 322. If you are interested in seeing the frame-by-frame analysis, esoteric connections, and real EVIDENCE that has been excluded from the public's eyes you need to tune into CKO:322 IMMEDIATELY!! I am on YouTube at "WeAreNotGoingToMars". Or you can go to my articles section here on X to check out the "Charlie's CLOSURE" article. The second video is an exclusive 10 minute frame by frame analysis. The first video is a 30 minute AI summary of my entire 8 hour series. The entire series is linked at the bottom of the article. There's a lot of good information out there that has been contributed by phenomenal independent journalists... But I think MOST of them would agree that the Charlie Kirk Assassination is the most high profile assassination of our times. 🔑 If they agree to that, then the information in this video is the BIGGEST DISCOVERY ever found in a high profile assassination. And I'm giving all praises to God for that. It is time for a spiritual awakening from the sleep that they have put so many of us under... That awakening can happen around a POWERFUL joint truth. As our leaders continue to try to KEEP US DIVIDED, we must resist the urge to give in to this strawman illusion of a reality. 💯 There are other ways to look at life that don't involve DIVISION amongst ever single group of people. I'm hoping that we can all begin to explore the hope of those options when we congregate around Constitutionally grounded principles, and the POWERFUL TRUTH that our government in its totality was involved in the assassination of Charlie Kirk. We need to wake up to the fact that we're being played. ALL OF US. The Epstein Class is centered in Israel & the United States, but it spans MANY countries worldwide. The GLOBAL Epstein Class assassinated Charlie Kirk to further their agenda. 2-Shots entering and exiting successfully, with a failed wireless microphone detonation to resemble a JFK assassination style effect. (The wireless microphone detonated in the SUV.) 🔑 In a menorah-shaped courtyard with an ouroboros around it(I've never shared that detail before), Charlie was sacrificed in a RITUAL ASSASSINATION in front of 3,000 people LIVE, and hundreds of thousands more through live streaming. His assassination and the drones over the Eastern border are connected. Matthew Livelsberger talking about the drones and their alien technology, as well as supposedly meeting with a man about drones before his attack on a Trump Tower that took his life, is connected to the aftermath of the Charlie Kirk assassination. DRONES. That's what ALL of this is about! 💥 The tool of choice to CONTROL AMERICA through the federal government and by the power of the president, will be DRONES. 🔑 Charlie Kirk's assassination represents the first of MANY planned assassination in the upcoming days and years... And I say planned for a reason, not just because I wrote the book "planned." (which you can support at 🤯 But I say planned because WE are already LABELED. What did you think all of this data collection has been for, for so many years?! Data Collection, DATA CENTERS, the White House Command Center under the ballroom, the off-shoring of our data to companies in Israel, nationwide Flock cameras, and soon "Flock DRONES"... They are just building the architecture, capabilities, and changing the laws to be more favorable to "remove" us... Speech will become the new terrorism, and there will be nowhere to hide; including the privacy of your home. Drone assassinations will become the new tool to quite ANY dissent... 🔑 The Bird of Prey assassination of Charlie Kirk was a ritual joint operations assassination to symbolize a new era in governance and control... To symbolize their complete capture of our systems. But that's ONLY if we let them get away with this. I'm giving you all the tea that I can. And I'll be back tomorrow with more... Check out Charlie Kirk: Operation 322 until then! And if you agree with everything I'm saying in this video, tell somebody to tell somebody... It's time to get active. The Epstein Class is the New World Order. RIGHT NOW, is the ONLY chance we have left to stop them from stealing our leaders, our children, and all of our future wealth. More later... Talk Soon. 🫡🙏🏾🌎

WeAreNotGoingToMars

105,812 Aufrufe • vor 2 Monaten

12 hours ago I made the decision to fly out to El Salvador to be the first ever to make an AI generated short film for a country. I’m now 4 hours away from arriving there. (Talk about executing fast) I will take my time writing this message because the reason why has layers. A few months ago I founded ARQ and bootstrapped a platform that lets anyone create high-quality AI productions from start to finish. the best models a multi-agent creative assistant a built-in video editor All in one place. Alongside the product, I’ve built a strong community where I livestream daily, teaching creators how to use AI to tell better stories and get paid for their work. Shortly after we got dozens of offers to make commercials for companies. This was fun, until we came to the conclusion that we were wasting a lot of potential by focussing on companies, while we could also tell the story of nations, movements, communities and narratives that the world needs to hear. So we’re starting with El Salvador. Why? Because Nayib Bukele is one of the most inspiring leaders in the world, not only embracing, but embodying change, turning the country from one of the most dangerous places on earth, to one of the safest and innovation friendly nations. Humanity is experiencing a shift. New technology, new philosophies, new artists, new story tellers, new builders. A new world. So the argument is not AI vs. Non AI. The argument is: Soul Vs. Soulless Pro Human vs. Anti Human Building Vs. Gambling Effort Vs. Effortless This is what ARQ stands for. Not just a SaaS but a safe haven for the soul. It feels like my moral responsibility to speak not only for the AI community but for every human creator. So I decided to do something that requires so much effort and human involvement; no one can deny that AI serves only as a tool in the process. Instead of making 100 commercials for companies, I want to prove what 2 young humans can do with balls and the tools available today. “You can just do things” Yesterday evening me and Ya-Sirr D left our comfortable office in Dubai and are now on our way to El Salvador. The goal: to create a 3-5 Minute AI powered short film telling THEIR story. We will spend every day live streaming, showcasing the process of creating the video while pushing the boundaries of every tool available on the market. Think Google DeepMind , Hailuo AI (MiniMax), Kling AI, Reve, Midjourney, xAI All through ARQ. Who knows who we inspire? Who knows who we meet? We might as well end up meeting the president himself. We want to get to know the country, its people and imagine its future. We want to visit innovative projects in El Salvador, hear the stories of it’s citizens and include them in the video: MURPHSLIFE Stacy Herbert 🇸🇻🚀 @BuildSalvador The Bitcoin Office Bitcoin Beach Anyone who can help us tell the story. Not just any story, one of the most inspiring stories of the past 10 years. Like I said. You can just do things. We have to stop thinking in steps. I know where I will be in 30 days if I stay in the office. More followers. More beta testers. More live streams. More revenue. But by taking this leap of faith. We can be a case study. An inspiration. An ARQ. I remove expectations and increase chances of special things happening. If anyone in El Salvador has any recommendations on who and what places I should visit, send me a DM. We will post updates on X and create an entire “vlog/documentary” for youtube. Join the discord for daily live streams and lessons on how to improve your creation skills. We expect that it will take 7-9 days to finish the entire short film. It will be posted on all social platforms. ARQ. A safe haven for the soul.
2:33

12 hours ago I made the decision to fly out to El Salvador to be the first ever to make an AI generated short film for a country. I’m now 4 hours away from arriving there. (Talk about executing fast) I will take my time writing this message because the reason why has layers. A few months ago I founded ARQ and bootstrapped a platform that lets anyone create high-quality AI productions from start to finish. the best models a multi-agent creative assistant a built-in video editor All in one place. Alongside the product, I’ve built a strong community where I livestream daily, teaching creators how to use AI to tell better stories and get paid for their work. Shortly after we got dozens of offers to make commercials for companies. This was fun, until we came to the conclusion that we were wasting a lot of potential by focussing on companies, while we could also tell the story of nations, movements, communities and narratives that the world needs to hear. So we’re starting with El Salvador. Why? Because Nayib Bukele is one of the most inspiring leaders in the world, not only embracing, but embodying change, turning the country from one of the most dangerous places on earth, to one of the safest and innovation friendly nations. Humanity is experiencing a shift. New technology, new philosophies, new artists, new story tellers, new builders. A new world. So the argument is not AI vs. Non AI. The argument is: Soul Vs. Soulless Pro Human vs. Anti Human Building Vs. Gambling Effort Vs. Effortless This is what ARQ stands for. Not just a SaaS but a safe haven for the soul. It feels like my moral responsibility to speak not only for the AI community but for every human creator. So I decided to do something that requires so much effort and human involvement; no one can deny that AI serves only as a tool in the process. Instead of making 100 commercials for companies, I want to prove what 2 young humans can do with balls and the tools available today. “You can just do things” Yesterday evening me and Ya-Sirr D left our comfortable office in Dubai and are now on our way to El Salvador. The goal: to create a 3-5 Minute AI powered short film telling THEIR story. We will spend every day live streaming, showcasing the process of creating the video while pushing the boundaries of every tool available on the market. Think Google DeepMind , Hailuo AI (MiniMax), Kling AI, Reve, Midjourney, xAI All through ARQ. Who knows who we inspire? Who knows who we meet? We might as well end up meeting the president himself. We want to get to know the country, its people and imagine its future. We want to visit innovative projects in El Salvador, hear the stories of it’s citizens and include them in the video: MURPHSLIFE Stacy Herbert 🇸🇻🚀 @BuildSalvador The Bitcoin Office Bitcoin Beach Anyone who can help us tell the story. Not just any story, one of the most inspiring stories of the past 10 years. Like I said. You can just do things. We have to stop thinking in steps. I know where I will be in 30 days if I stay in the office. More followers. More beta testers. More live streams. More revenue. But by taking this leap of faith. We can be a case study. An inspiration. An ARQ. I remove expectations and increase chances of special things happening. If anyone in El Salvador has any recommendations on who and what places I should visit, send me a DM. We will post updates on X and create an entire “vlog/documentary” for youtube. Join the discord for daily live streams and lessons on how to improve your creation skills. We expect that it will take 7-9 days to finish the entire short film. It will be posted on all social platforms. ARQ. A safe haven for the soul.

Amir D

54,566 Aufrufe • vor 10 Monaten

In 1998, Warren Buffett and Charlie Munger spent 4 hours explaining why the smartest people in finance keep going broke. It might be the most valuable finance lecture ever recorded: 1. The smartest people in finance went completely broke. Long-term Capital Management had 16 people with possibly the highest average IQ of any firm in the country, 350 to 400 combined years of experience, and most of their own net worth in the fund. They still went bankrupt. Buffett said if he ever wrote a book it would be called why smart people do dumb things. 2. Life and markets have no relation to sigmas. Buffett keeps a 1901 newspaper on his office wall. Northern Pacific went from $170 to $1,000 a share in a single day when two buyers accidentally cornered the stock. A brewer who had shorted it, facing a margin call, dove into a vat of hot beer. That man probably understood sigmas and knew such a move was impossible. Buffett has never wanted to end up in the vat. 3. Beta and sigmas tell you nothing about the risk of going broke. the LTCM team relied on mathematics and believed a six- or seven-sigma event could not touch them. they were wrong. history does not tell you the probabilities of future financial events. the real risk is a permanent blind spot in something crucial, often caused by knowing a great deal about something else. 4. To a man with a hammer, every problem looks like a nail. Munger's explanation for why brilliant people do dumb things. They learn a set of mathematical techniques and then twist every problem to fit the solution they already know. Combine that with a poor grasp of history, and you get people with advanced degrees blowing themselves up. 5. To make money they did not need, they risked money they did need. That is just plain foolish, Buffett says, no matter your IQ. Hand him a gun with a million chambers and one bullet, offer any sum to put it to his temple and pull once, and he will not do it. there is nothing on the upside that justifies the downside. people do this financially all the time without thinking. 6. The major banks all had risk models and had no idea what they owned. they met weekly at risk committees, printed all the statistics in neat columns, and did not have the faintest idea what risk they were carrying. The rare and essential quality is someone who can contemplate perils that have not popped up yet, the ones no past model contains. 7. A chief risk officer often just makes you feel good while you do dumb things. munger compares him to the Delphic oracle who convinced the Persian king to attack. he has a PhD and does advanced math, but he tortures reality to defend a model that does not hold under extreme conditions. all that computation makes you feel like you clobbered the risk when you have only clobbered your own head. 8. The whole quant risk system just changed the shape of the curve and kept going. Munger notes the business schools "improved" by throwing away the Gaussian curve and drawing a different one. They talk about fat tails now, but they still have no idea how fat to make them. he and Buffett always knew the tails were there, and used to roll their eyes at the risk-control people at Salomon. 9. Never risk what you have and need for what you do not have and do not need. Buffett will not explain to his family, who hold most of their net worth in Berkshire, that they went broke on a 100-to-1 gamble. Their returns get penalized 99 years out of 100 by being too conservative, and in the hundredth year they survive when others do not. 10. Build the business so that if the world stops working tomorrow, you have no problem. Berkshire double-layers its protection. First, they behave so no rational person questions their credit, then they hold so much liquidity that if the world suddenly hated their credit, they would not notice for months. It gives up higher returns 99% of the time and survives the one time others do not. 11. The real danger is a risk that has never happened before. Buffett wants someone who can imagine perils that have not yet appeared, the ones no model contains. The major institutions all had models, and that inability to envision the unprecedented is exactly what proved fatal. He and Munger spend a lot of time thinking about things that could hit them out of the blue that others leave out entirely. 12. Investing is simple, but not easy. The framework is not complicated. you did not need a high IQ to buy junk bonds in 2002 or stocks at low multiples in 1974. you just needed the courage of your convictions and the willingness to act when everyone else was paralyzed. Following logic rather than emotion is obvious, and yet some people find it almost impossible. 13. You cannot get rich with a weathervane. Buffett and Munger pay no attention to predictions about the economy or the market. People love predictions, entire industries are built on them, but it is like the king hiring a forecaster to read sheep guts. They have never made or avoided a single business purchase because of a macro view. 14. Name one super-wealthy economist. Munger's challenge. All these economists with 160 IQs spend their lives studying markets, and you cannot find one who got rich buying securities. Even Keynes tried to predict the credit cycle, broke a couple of times, and only did well once he switched to buying good businesses cheap and concentrating. 15. Focus only on what is important and knowable. Some things are important but unknowable, like whether someone drops a nuclear weapon tomorrow. Some things are knowable but unimportant. You narrow your attention to the small set of things that are both important and knowable, and you ignore everything else. 16. The market is there to serve you, not to instruct you. This is Graham's chapter eight, and Buffett calls it enormously important. When people talk about momentum or charts, they are saying the market instructs you. It does not. It just quotes prices. When it does something silly, you get a chance to act. Otherwise you go play bridge and check again tomorrow. 17. You can make a decision in five minutes or not at all. Buffett and Munger act fast because they rule out enormous territory in advance. Munger blots out startups entirely, and half a dozen other filters, so what remains is small enough to judge instantly. If they cannot decide in five minutes, they will not learn enough in five months to make up for going in deficient. 18. You can make a lot of money on a Sunday. Buffett said the calls you get on a Sunday, when things are truly screwed up, are the ones you make money on. All you have to do is be the collie and not the caller. You never get in a position where the other party can call your tune, so you can always play out your hand. 19. You are not right because others agree with you. Ben Graham said you are neither right nor wrong because the crowd disagrees. You are right because your facts and reasoning are right. Being contrarian has no special virtue over being a trend follower. All that matters is whether the facts are correct and the logic is sound. 20. Know where the edge of your circle of competence is. Buffett says the size of your circle does not matter. Knowing its perimeter does. You do not have to understand 90% of businesses. You just have to know something real about the few you actually put money into, and honestly recognize the ones you do not understand and walk away. 21. Intrinsic value is just the cash a business will produce, discounted back. Buffett thinks of every business as a bond with coupons that are not printed on it. Your job as an investor is to estimate those future coupons. If you cannot estimate them, like in a high-tech company, you pass. Investing is putting out money to get more back from what the asset produces, not from selling it to someone else. 22. The best businesses earn a royalty and need little capital. Coca-Cola sells a formula and takes a cut of every drink. Magazines like People operate on negative capital because subscribers pay in advance. The great businesses are the ones that can grow very large while needing almost no capital, which is why consumer businesses with pricing power are so valuable. 23. You only have to find one good idea, not twenty. Munger said you cannot find twenty deeply mispriced things, and Buffett agreed you do not need to. You do not have to have tons of good ideas in this business. You just need one good idea that is worth a ton, occasionally. For small sums, Buffett said he would have been 100% in Korea a few years earlier, where great companies traded at three times earnings. 24. The trick is measuring everything against your best opportunity. Munger calls this opportunity cost, the doctrine from the first page of the economics textbook that modern portfolio theory somehow ignored. Once you have found the best thing you understand, you measure every other option against it. The higher your default option, the more you can reject. 25. Modern portfolio theory is, in Munger's words, asinine. Most people will not find thousands of equally good things. They will find a few where one or two are far better than anything else they know. The right way to invest is to concentrate on your best opportunity cost, not to diversify into mediocrity because a model told you to. 26. Big opportunities must be seized, and seized big. Buffett says imagine you got a punch card with only twenty punches for your whole life, one per financial decision. You would think hard about each one, make fewer and better bets, and probably never use all twenty. The discipline of scarcity would make you rich. Dabbling in a bull market because it is easy is how people lose. 27. America has always been full of reasons to sell, and wrong every time. Coca-Cola went public in 1919 at $40, dropped to $19 within a year, and then faced the great depression, World War, and atomic bombs. One share reinvested is worth millions now. The country's opportunities have always won out over its problems. It is investors, not the economy, who tend to be their own worst enemy.
3:59:34

In 1998, Warren Buffett and Charlie Munger spent 4 hours explaining why the smartest people in finance keep going broke. It might be the most valuable finance lecture ever recorded: 1. The smartest people in finance went completely broke. Long-term Capital Management had 16 people with possibly the highest average IQ of any firm in the country, 350 to 400 combined years of experience, and most of their own net worth in the fund. They still went bankrupt. Buffett said if he ever wrote a book it would be called why smart people do dumb things. 2. Life and markets have no relation to sigmas. Buffett keeps a 1901 newspaper on his office wall. Northern Pacific went from $170 to $1,000 a share in a single day when two buyers accidentally cornered the stock. A brewer who had shorted it, facing a margin call, dove into a vat of hot beer. That man probably understood sigmas and knew such a move was impossible. Buffett has never wanted to end up in the vat. 3. Beta and sigmas tell you nothing about the risk of going broke. the LTCM team relied on mathematics and believed a six- or seven-sigma event could not touch them. they were wrong. history does not tell you the probabilities of future financial events. the real risk is a permanent blind spot in something crucial, often caused by knowing a great deal about something else. 4. To a man with a hammer, every problem looks like a nail. Munger's explanation for why brilliant people do dumb things. They learn a set of mathematical techniques and then twist every problem to fit the solution they already know. Combine that with a poor grasp of history, and you get people with advanced degrees blowing themselves up. 5. To make money they did not need, they risked money they did need. That is just plain foolish, Buffett says, no matter your IQ. Hand him a gun with a million chambers and one bullet, offer any sum to put it to his temple and pull once, and he will not do it. there is nothing on the upside that justifies the downside. people do this financially all the time without thinking. 6. The major banks all had risk models and had no idea what they owned. they met weekly at risk committees, printed all the statistics in neat columns, and did not have the faintest idea what risk they were carrying. The rare and essential quality is someone who can contemplate perils that have not popped up yet, the ones no past model contains. 7. A chief risk officer often just makes you feel good while you do dumb things. munger compares him to the Delphic oracle who convinced the Persian king to attack. he has a PhD and does advanced math, but he tortures reality to defend a model that does not hold under extreme conditions. all that computation makes you feel like you clobbered the risk when you have only clobbered your own head. 8. The whole quant risk system just changed the shape of the curve and kept going. Munger notes the business schools "improved" by throwing away the Gaussian curve and drawing a different one. They talk about fat tails now, but they still have no idea how fat to make them. he and Buffett always knew the tails were there, and used to roll their eyes at the risk-control people at Salomon. 9. Never risk what you have and need for what you do not have and do not need. Buffett will not explain to his family, who hold most of their net worth in Berkshire, that they went broke on a 100-to-1 gamble. Their returns get penalized 99 years out of 100 by being too conservative, and in the hundredth year they survive when others do not. 10. Build the business so that if the world stops working tomorrow, you have no problem. Berkshire double-layers its protection. First, they behave so no rational person questions their credit, then they hold so much liquidity that if the world suddenly hated their credit, they would not notice for months. It gives up higher returns 99% of the time and survives the one time others do not. 11. The real danger is a risk that has never happened before. Buffett wants someone who can imagine perils that have not yet appeared, the ones no model contains. The major institutions all had models, and that inability to envision the unprecedented is exactly what proved fatal. He and Munger spend a lot of time thinking about things that could hit them out of the blue that others leave out entirely. 12. Investing is simple, but not easy. The framework is not complicated. you did not need a high IQ to buy junk bonds in 2002 or stocks at low multiples in 1974. you just needed the courage of your convictions and the willingness to act when everyone else was paralyzed. Following logic rather than emotion is obvious, and yet some people find it almost impossible. 13. You cannot get rich with a weathervane. Buffett and Munger pay no attention to predictions about the economy or the market. People love predictions, entire industries are built on them, but it is like the king hiring a forecaster to read sheep guts. They have never made or avoided a single business purchase because of a macro view. 14. Name one super-wealthy economist. Munger's challenge. All these economists with 160 IQs spend their lives studying markets, and you cannot find one who got rich buying securities. Even Keynes tried to predict the credit cycle, broke a couple of times, and only did well once he switched to buying good businesses cheap and concentrating. 15. Focus only on what is important and knowable. Some things are important but unknowable, like whether someone drops a nuclear weapon tomorrow. Some things are knowable but unimportant. You narrow your attention to the small set of things that are both important and knowable, and you ignore everything else. 16. The market is there to serve you, not to instruct you. This is Graham's chapter eight, and Buffett calls it enormously important. When people talk about momentum or charts, they are saying the market instructs you. It does not. It just quotes prices. When it does something silly, you get a chance to act. Otherwise you go play bridge and check again tomorrow. 17. You can make a decision in five minutes or not at all. Buffett and Munger act fast because they rule out enormous territory in advance. Munger blots out startups entirely, and half a dozen other filters, so what remains is small enough to judge instantly. If they cannot decide in five minutes, they will not learn enough in five months to make up for going in deficient. 18. You can make a lot of money on a Sunday. Buffett said the calls you get on a Sunday, when things are truly screwed up, are the ones you make money on. All you have to do is be the collie and not the caller. You never get in a position where the other party can call your tune, so you can always play out your hand. 19. You are not right because others agree with you. Ben Graham said you are neither right nor wrong because the crowd disagrees. You are right because your facts and reasoning are right. Being contrarian has no special virtue over being a trend follower. All that matters is whether the facts are correct and the logic is sound. 20. Know where the edge of your circle of competence is. Buffett says the size of your circle does not matter. Knowing its perimeter does. You do not have to understand 90% of businesses. You just have to know something real about the few you actually put money into, and honestly recognize the ones you do not understand and walk away. 21. Intrinsic value is just the cash a business will produce, discounted back. Buffett thinks of every business as a bond with coupons that are not printed on it. Your job as an investor is to estimate those future coupons. If you cannot estimate them, like in a high-tech company, you pass. Investing is putting out money to get more back from what the asset produces, not from selling it to someone else. 22. The best businesses earn a royalty and need little capital. Coca-Cola sells a formula and takes a cut of every drink. Magazines like People operate on negative capital because subscribers pay in advance. The great businesses are the ones that can grow very large while needing almost no capital, which is why consumer businesses with pricing power are so valuable. 23. You only have to find one good idea, not twenty. Munger said you cannot find twenty deeply mispriced things, and Buffett agreed you do not need to. You do not have to have tons of good ideas in this business. You just need one good idea that is worth a ton, occasionally. For small sums, Buffett said he would have been 100% in Korea a few years earlier, where great companies traded at three times earnings. 24. The trick is measuring everything against your best opportunity. Munger calls this opportunity cost, the doctrine from the first page of the economics textbook that modern portfolio theory somehow ignored. Once you have found the best thing you understand, you measure every other option against it. The higher your default option, the more you can reject. 25. Modern portfolio theory is, in Munger's words, asinine. Most people will not find thousands of equally good things. They will find a few where one or two are far better than anything else they know. The right way to invest is to concentrate on your best opportunity cost, not to diversify into mediocrity because a model told you to. 26. Big opportunities must be seized, and seized big. Buffett says imagine you got a punch card with only twenty punches for your whole life, one per financial decision. You would think hard about each one, make fewer and better bets, and probably never use all twenty. The discipline of scarcity would make you rich. Dabbling in a bull market because it is easy is how people lose. 27. America has always been full of reasons to sell, and wrong every time. Coca-Cola went public in 1919 at $40, dropped to $19 within a year, and then faced the great depression, World War, and atomic bombs. One share reinvested is worth millions now. The country's opportunities have always won out over its problems. It is investors, not the economy, who tend to be their own worst enemy.

Jaynit

104,045 Aufrufe • vor 2 Monaten

Dear X Family, PLEASE RETWEET for the 23,000 beagles inside Marshall Bioresources 💔 Beagle Freddy stands proud with protestors across road from Marshall BioResources (MBR). Freddy returns today with some MBR survivor beagles expected to join us! Only two NY news stations cover our rural location in North Rose, NY. We've had ongoing correspondence with both stations, but they can't guarantee coverage today. We still have Saturday for them to come. Here's yesterday's report from the protest. 5/8/25 Day 1 – Protest Report This morning, Marshall BioResources’ owner, Scott Marshall had State Trooper stationed at the front gate. He had employees wear masks and park in a public lot a quarter-mile away -- the same lot we had planned to use. But no worries -- we’re proudly lined up across the road from the main gate, standing strong for the 23,000 beagles trapped inside. Despite the chilly 46°F rain, spirits were high and new friendships formed. Freddy the beagle made an appearance too -- a reminder of why we’re here. Half the crowd today came from out of state, and we were heartbroken to see a school bus dropping off children right at Marshall’s gate this afternoon. We still have Friday and Saturday to make noise! Media coverage is tough out here in rural NY, but we’re not giving up! More people are arriving Friday and momentum is building. We’re here. We’re loud for the beagles inside! Marshall BioResources breeds beagles for outdated testing. They euthanize puppies for failing to meet "standards" ---including different eye colors! These puppies could have gone to loving homes. 🔥 The surplus of 23,000 beagles is costing Marshall BioResources more money every day. With the recent closure of NIH’s dog labs, more labs shutting down, and others unable to transition to cruelty-free testing, we fear Marshall will begin euthanizing their inventory of beagles. You're invited to our protest at Marshall BioResources. Today thru Saturday, May 10, 2025, starting at 7 AM EST, at 5800 Lake Bluff Road, North Rose, NY 14516 outside of Marshall BioResources. Let’s keep this protest peaceful, safe, and effective. Please review the following: 1️⃣ Dogs Are Welcome! 🐾 Bring your furry friends—but have their up-to-date vaccine records ready (Health Van certificates are okay!). This is required by County. 2️⃣ Stay on Public Property 🚫 Do not enter private property. Stay on sidewalks, easements, or public lots. 3️⃣ Signs & Posters ✍️ Creative signs are encouraged! Please avoid wooden/metal sticks—use pool noodles or just hold your sign proudly. 4️⃣ Keep Roads Clear 🚗 Do not block vehicles or traffic. Let's stay respectful and focused. 5️⃣ Peaceful Protest Only ⚖️ We do not condone illegal activity. But remember—you have a Constitutional Right to protest peacefully for those who can't speak. 6️⃣ No Alcohol or Drugs 🚫 Keep it clean and safe for everyone—two-legged and four-legged friends alike. 7️⃣ Stay Hydrated 💧 Bring water and stay refreshed. 8️⃣ Plan for Comfort 🪑 Bring a chair or take breaks when needed. 🍽 Food nearby: Riley’s Grill (vegan options available!) ⛽ Gas: North & South Main Street, 5 mins away 💛 PROTEST SUPPORT HOURS (by Beagle Lovers And Rescuers) Thursday, May 8: AM – PM EST Friday, May 9: AM – PM EST Saturday, May 10: AM – PM EST If you can't attend, please consider donation to our nonprofit (link in my profile) so we can continue fulltime presence at Marshall BioResources for the beagles. Please Follow our biggest advocates for these beagles and all animals on our planet❤️ White Coat Waste Investigate Earth Podcast barbi twins Katherine Heigl Miranda Lambert sia Dr. Jane Goodall & the Jane Goodall Institute Jessica Chastain ShortieSmalls Lady Astor 🗡️ Count Simon of #TzuVannia Phaedra #EndAnimalCruelty #EndAnimalTesting #Beagles
0:24

Dear X Family, PLEASE RETWEET for the 23,000 beagles inside Marshall Bioresources 💔 Beagle Freddy stands proud with protestors across road from Marshall BioResources (MBR). Freddy returns today with some MBR survivor beagles expected to join us! Only two NY news stations cover our rural location in North Rose, NY. We've had ongoing correspondence with both stations, but they can't guarantee coverage today. We still have Saturday for them to come. Here's yesterday's report from the protest. 5/8/25 Day 1 – Protest Report This morning, Marshall BioResources’ owner, Scott Marshall had State Trooper stationed at the front gate. He had employees wear masks and park in a public lot a quarter-mile away -- the same lot we had planned to use. But no worries -- we’re proudly lined up across the road from the main gate, standing strong for the 23,000 beagles trapped inside. Despite the chilly 46°F rain, spirits were high and new friendships formed. Freddy the beagle made an appearance too -- a reminder of why we’re here. Half the crowd today came from out of state, and we were heartbroken to see a school bus dropping off children right at Marshall’s gate this afternoon. We still have Friday and Saturday to make noise! Media coverage is tough out here in rural NY, but we’re not giving up! More people are arriving Friday and momentum is building. We’re here. We’re loud for the beagles inside! Marshall BioResources breeds beagles for outdated testing. They euthanize puppies for failing to meet "standards" ---including different eye colors! These puppies could have gone to loving homes. 🔥 The surplus of 23,000 beagles is costing Marshall BioResources more money every day. With the recent closure of NIH’s dog labs, more labs shutting down, and others unable to transition to cruelty-free testing, we fear Marshall will begin euthanizing their inventory of beagles. You're invited to our protest at Marshall BioResources. Today thru Saturday, May 10, 2025, starting at 7 AM EST, at 5800 Lake Bluff Road, North Rose, NY 14516 outside of Marshall BioResources. Let’s keep this protest peaceful, safe, and effective. Please review the following: 1️⃣ Dogs Are Welcome! 🐾 Bring your furry friends—but have their up-to-date vaccine records ready (Health Van certificates are okay!). This is required by County. 2️⃣ Stay on Public Property 🚫 Do not enter private property. Stay on sidewalks, easements, or public lots. 3️⃣ Signs & Posters ✍️ Creative signs are encouraged! Please avoid wooden/metal sticks—use pool noodles or just hold your sign proudly. 4️⃣ Keep Roads Clear 🚗 Do not block vehicles or traffic. Let's stay respectful and focused. 5️⃣ Peaceful Protest Only ⚖️ We do not condone illegal activity. But remember—you have a Constitutional Right to protest peacefully for those who can't speak. 6️⃣ No Alcohol or Drugs 🚫 Keep it clean and safe for everyone—two-legged and four-legged friends alike. 7️⃣ Stay Hydrated 💧 Bring water and stay refreshed. 8️⃣ Plan for Comfort 🪑 Bring a chair or take breaks when needed. 🍽 Food nearby: Riley’s Grill (vegan options available!) ⛽ Gas: North & South Main Street, 5 mins away 💛 PROTEST SUPPORT HOURS (by Beagle Lovers And Rescuers) Thursday, May 8: AM – PM EST Friday, May 9: AM – PM EST Saturday, May 10: AM – PM EST If you can't attend, please consider donation to our nonprofit (link in my profile) so we can continue fulltime presence at Marshall BioResources for the beagles. Please Follow our biggest advocates for these beagles and all animals on our planet❤️ White Coat Waste Investigate Earth Podcast barbi twins Katherine Heigl Miranda Lambert sia Dr. Jane Goodall & the Jane Goodall Institute Jessica Chastain ShortieSmalls Lady Astor 🗡️ Count Simon of #TzuVannia Phaedra #EndAnimalCruelty #EndAnimalTesting #Beagles

Beagle Lovers And Rescuers Inc.

17,431 Aufrufe • vor 1 Jahr

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
31:43

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

62,195 Aufrufe • vor 1 Jahr

The most epic 13 minute AI rant I've heard in 2026 PS: My parent's heard this when I was playing it in the car and thought Jason ✨👾SaaStr.Ai✨ Lemkin went OFF like Stephen A Smith does on first take PPS: Full transcript below [17:00] Harry Stebbings: I I just wanted to ask Jason, if the people that we want are fundamentally different, the developers that we used to hire, we don't because AI writes the code for us. The marketers we don't want, the sales people we don't want—who who do we want genuinely? Like what is the attractive profile? Because your Anthropic’s and your OpenAIs are hiring, so so what are the people that we want in the companies of the future? [17:18] Jason Lemkin: Look, I know it sounds trite, but but the answer is simple. It's just the expression each year changes. We want folks that are genuinely AI fluent. It's pretty simple. Now you know, maybe last year we called them prompt engineers, right? That used to be a job. I don't know if you remember that actually used to be the hottest job on planet earth. Now no one needs a prompt engineer because it's pretty easy to prompt all these tools. That job died. Okay. Um and now we need go-to-market engineers. Um I think that job's going to die. We need—everyone needs so many forward deployed engineers. Like you can't hire enough forward deployed engineers. But uh you know um but Palantir just announced in whatever their their big their big event—they've gotten their deployment times down over 90% with forward deployed engineers. So that may become—so the this wave of disruption for the titles and the specificity, it's also exhaustingly accelerating. But it's really simple. You meet anyone for any role—sales, marketing, engineering, product, QA—they're they're either they're either they can't keep all of the ways they use AI to accelerate their job from spewing out of their mouth, or they're staring at you. It's there's nowhere in the middle. Like, and the person that comes in and says—it's it's it sounds Captain Obvious—but like, you know, you just had the whatever from Lovable, the the marketing head that was super popular on the show, right? She's just spewing AI-native insights into Lovable, right? It's not that complicated. You hire her, Elena, or whatever it is. You just hire her. It doesn't matter whether she's still in college or a junior or a senior or a middler, a left or right. And honestly, if you interview people, I would say of all even of the best startups I've invested in, maybe 30% of the management team meets this standard at best. 30%. Maybe less. And of the interviews I do in general, it's single-digit percents. It's just and in in that sense, it's the same as ever. Like you either lower the bar in hiring or you hire someone that's actually great. And someone that's actually great is so far ahead of you in how to apply to to employ the efficiencies of AI in their role, your jaw falls on the table. The difference is we used to need warm bodies. That's what's changing. We used to need warm bodies to answer the call, to do QA, to do code review, to to get the blue pixel to go from the upper left to the lower right. You laugh, but you need you literally needed to brute force this with humans. With AI, every day that goes by, the AI—you do not need brute force human beings on your team. And that's another reason they're shrinking. Why are all these new companies so efficient? They're just not brute forcing things with humans. They're just not. They're choosing not to. And so these team—all the brute forcers out there—everyone talks about how bloated teams got in 2021. I don't agree with that. I think they got as big as they needed to be when growth was high and you needed humans to do everything. All you look at these teams that that doubled—well if growth continued at 60% like the rate in early 2021 for 5 years or can help me do the math and every single thing a software company did required a human. You were understaffed by your 2021 headcount. You'd be sitting here in 2026. You every office in SoMa would be triple packed and you there wouldn't be enough humans to staff your company. It's just the world changed. [20:33] Harry Stebbings: Jason, you live on the bleeding edge. I think me and Rory see that and I think the world sees that when they hear you every week in terms of how you run SaaS. For all of the CEOs and execs who listen to the show, what would you advise them in terms of determining whether someone is AI fluent when they meet them for jobs, for talent? [20:51] Jason Lemkin: Here's I realized I was just asked this. I just did a review with a super fast startup growing just crossing 100 million and I was asked this question. And one of my favorite executives, I thought his answer was pretty dated and because he gave me an answer that was about 6 months old. The answer 6 months old is: "I look for folks in my team, I look for you know at what tools they play with." Okay, that was a great answer in like summer of 2025. Okay, I tried Lovable last week. Okay, the answer in 2026 is: "What commercial AI tool have you brought into your organization this month?" That's the test. Anyone that is on the bleeding edge that you would want to hire—now there are so many great products in the market. Okay, there is no excuse in any role to have not brought one tool a month into your organization. Okay, there—now there's going to be better and better tools and better and better products as the year goes on. What's the one you did? And you will see folks with their deer in the headlights to this question. What what sales tool? What marketing tool? What product tool? What engineering tool? What did you bring in? Why did you pick it? How does it working? Because if you're at remotely at the cutting edge, you're all over this. You're looking for the next agentic tools that will radically improve how you do business. This is—you think everyone thinks SaaS is at the bleeding edge, right? You know, you know, all we do is we're just looking for the tools and trying them. Okay? Okay, we're one year ahead of everybody else because we did the simplest thing in the world. Like we tried the tools early and we trained them. We trained them for a month. Okay, I'll give you—want hear a horrible example from this week? Super hot AI company valued at 6 billion. Okay, I'm not going to name it. Um, this week yesterday told us we had to quadruple what we spent on their product. Okay, their agent told us, right? And why did this happen? Okay. Well, at this $6 billion company, no one had trained the agent on its pricing properly. No one had tested it. They said, "Well, well, we've been in beta." And we said, "Well, when did the beta launch? A year ago." Okay, these are people asleep at at the wheel. You want somebody who the instant this comes up, they exactly know what the issue is. And "Hey, when I was at Lovable Replit, we trained the agent. This is how we did it. I brought in this tool. I brought in this tool that that Rory invested in last week. It solved all these issues." That's what you want to hear. And if they haven't brought in a tool in the last 30 days, at least deeply evaluated it. I don't really care whether they bought it, but gone so far down the funnel they can tell you—pick whatever tool: Fixie, Regie, GC, AIGC—I don't care how you went through it, you looked at it, you can tell me the eight ways it would improve the productivity of your business and three you didn't. Just don't hire that person because they're going to run your company to the ground. This is the job today. The job today is not to screw around on ChatGPT and to be a prompt engineer. The job today is to bring the best AI and agentic products into your organization and leverage all the hard work that the engineers have done building those products. That's your job. You don't have to screw around. You don't have to be a prompt engineer anymore. You have to be an agent deployment expert. A—this is the new job we're making up today. An Agentic Deployment Expert. That's your job from C-level to junior. Agentic Deployment Expert. Don't hire anybody else. You're going to regret it. They're going to stare at the camera. He's good. Stare at the camera. He's honorable. We could probably just I could slip away, get a coffee, and come back. No. And I I sound exasperated, Rory. And I—but the reason I am is I can just see I can see my best companies doing it. And I can see some companies I've invested in not doing it. And I want to cry. I just want to cry when they have no ADs on their team. I just—like you're flushing your years of your life down the toilet by not approaching your how you're building this company this way. [24:33] Rory: Yes. And at the risk of being positive, it's worth pointing out two things he didn't say. Well, something implicit why he said—Jason didn't do the only hire, you know, he didn't commit the um employment law, I think it's a civil penalty of saying only employ people below X who get the new new thing because he implicitly said anyone can do it provided you're willing to learn. And I think that's the big aha that's one of the positive statements to make here right? Look and I think it applies—I'm always wary of being "Hey, coming across, hey this this is the things that you all have to do." I think it applies to everyone including investors right? I mean I will say I have found that unless you're willing to invest the time learning these tools you actually shouldn't be investing in them. One of my partners Andy had this expression: "You know, if you decide you want to stop learning new things you probably should retire within 6 to 12 months and never write another check again." Maybe that's down to 3 to 6 months at this stage, right? And I think, you know, it's— [25:27] Harry Stebbings: Yeah, I actually I actually had a meeting with mine and Jason's biggest investor the other day and I—pretend he's not here—I said I think he's the most equipped investor for this generation of investing because I don't think anyone quite sits at the bleeding edge like he does on the investor side. [25:42] Harry Stebbings: Why in terms of using the equip stuff? Yeah. Yeah. In terms of using the stuff, understanding understanding bottlenecks, constraints. For sure. [25:51] Jason Lemkin: But can I just add one point? We can just cuz it's so important if it helps people. Okay, we are—and thank you Harry. We're going through these phases. Okay, and when AI started to blow up for real for us, uh call it early 2024, right? Maybe late '23, I wasn't equipped. It was too technical. I wasn't going to go in and figure out—I wasn't smart enough to figure out how to deal with a massively hallucinating LLM API and turn that and turn that into something magical. Kudos to investors and others that that got it in early '23, '22. I mean I remember I—I guess it was maybe SaaStr Annual '23. I was with David Sacks and I did a Q&A and I said, "How you thinking about AI at Craft?" He's like, "Well we're all in. We want 80% of '23 of investments to be AI." I'm like, "Great but like show me the show me the great ones in market." He's like, "They're all prototypes. We're all they're all they're all proof of concepts but we're all in anyway." That's where you kind of had to be in '23 if you weren't investing at like the LLM level. Okay, I wasn't smart enough. Then we went through this weird-ass prompt engineer era where like you you could torture these products to do something good, right? But you had to torture them. You had to like craft these crazy things that made no sense. Now we are in the era where mere ordinarily smart generalists can make these tools do magical things. And literally I go to these meetings and people be like, "I don't know how to like this is so scary. I don't know how to do this." And we show them our backends. Do you know how to do a workflow generator? Do you know how to do a a decision tree? Like we've been building these since software in the '90s. Okay, if you—I can show you all of our agents. The how they work is novel. They do have to be trained. You can't be lazy and have these agents work. But honestly, the the UI, the UX, the way we interact with them, it's just software. And so my point is: Pick yourself off the ground. This is your time now. If you felt lost in AI era, if you felt like you're behind, you don't understand what all these people are saying on X and Twitter and their Claude and and their and talking about all the 4.6 point Nano point and it's over—like you just it's not your world. This is your time. This is your time for the generalist that knows how to use software tools really really well. And I—this is my last point but it's so important. If ever in your recent life—and this is why you could be all you need to be is young at heart to Rory's point—if in the last three to five years you have successfully deployed a piece of enterprise software of any sort you yourself, not some agency you hired, but if you have deployed it, you can deploy any agentic tool. Any. And you can become the hero in your company and you can become the hero in your functional area. But I watch folks—I'm literally helping a company now that they're adding hundreds of sales folks this year with a new pre-IPO COO—he's not hasn't brought in a single tool, totally scared of it. Okay, it's not that hard. Did you use SalesLoft? Did you use Outreach? Did you use HubSpot? Do you know these tools? If you can deploy these tools, you can deploy a world-changing AI agent. And so this is the time for people like the folks that that were shut out of the AI revolution right now. The generalist folks that are not that know how to deploy software that don't even know how to build software. Like vibe coding for me was folks who knew how to build software, but you didn't have to be an engineer. Now, you just need to know how to deploy software to win with AI agents. That's all you need to know. So many people have these skills and they're petrified of AI. "How did you do that? How did you deploy an AI BDR?" Well, we bought a piece of software, we figured out how it worked for a day, we set it up in an afternoon, and then and then we did spend 30 months training it, which you didn't do with this old software because in the old days, we just had to manually upload all the data, right? And there was no training. The the only non-intuitive part is training these things. And it's it's it's just work. So that's why when I see folks on the management team not doing this, there's no excuse. You do not need to be technical to win with AI agents in Q2 of '26. You do not need to be even 1% technical. Not at all. So it's your time. Or you're going to get laid off. Or you're going to get laid off because you're not going to matter.
13:04

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

Arjun Mahadevan (Mr. LLC 🇺🇸)

37,934 Aufrufe • vor 6 Monaten

Hyperspace: The Agentic OS Apple Should Have Built On December 19th, 2024, we announced the world’s first Agentic Browser. What followed was a movement — a new category was born which led to many early products in this space and recently the hundreds of people lining up outside the The Agentic Browser Summit in San Francisco underscored that. Silicon Valley instinctively gets it, from students to tech executives, people can feel a revolutionary new change in computing is in the air. Past year taught us why such a product was inevitable, a hard engineering effort, and also the last mover in the entire software world this decade if and when done right. All paths are headed in the same direction: one tool which orchestrates them all. At Hyperspace we showed that path with essays and products we launched in earlier months: from a spatial UI of orchestrating agents, to showcasing transparent activity in how the AI system operates which leads to user trust, to presenting the software end-game, which massively improves human productivity. We also built the world’s largest AI network, drawing participation from people in almost 6000 cities around the world contributing their machines as nodes in the network. Think Uber, but for AI. That is, planetary-scale. And now we are stretching this industry ambition further with our end-to-end vision of the Agentic Supercomputer, the first breakthrough new AI OS, and an effort which spans from AI research to distributed systems to inventing a new UI to inventing a new business model to complement it. All of this together helps us in serving our mission, of delivering “Everyone’s Personal Supercomputer”. While others have built AI-native browsers, no one though has built something agentic from the ground up — with AI as the foundation, not a feature. How do you fundamentally improve the lives’ of billions around the world ? We believe that requires building a native environment for agents to be viewed, created, deployed, executed, discovered and priced in. That is a world where we move on from static apps, to dynamic agents. But, as my 2 year old niece likes to ask: “but why ?” The issue is that the world of software today is fragmented, and everyone is sprinkling on AI as a feature and charging a subscription fees for it. From browser makers, to IDEs, to design and other productivity tools. This leads to a fragmented UX, where people have to learn to use AI in each app, their memory and other context is not shared between all these apps, and they also have to pay separately for compute for each such AI-enhanced app. Each app maker has to figure out basics such as compute, and leads to the issues we saw with Cursor pricing recently. This is not the future. What if AI was the foundation instead of a feature ? What if Apple had built a fundamentally new AI OS from the ground up and what would it have looked like ? At Hyperspace, that is what we did. On July 15th we introduced three breakthrough key pillars of our AI OS: 1. Agentic Browser 2. Agentic Memory 3. Agentic Payments And we didn’t stop there. We also introduced a breakthrough new user interface called the Spatial AI which is inspired both from the spreadsheet and the HyperCard - each card is an agent, with it’s own inputs and outputs, endlessly extensible and pluggable with others, just like cells of a spreadsheet. Update one cell and all the dependents update, like a spreadsheet formula. It goes beyond a static linear workflow to being able to operate in all directions. This revolutionary new interface helps manage all of the below: 1. Multiple websites being browsed in parallel 2. Multiple desktop apps being browsed in parallel 3. Multiple server tools being used in parallel 4. Multiple smartphone apps streamed to your device or opened via an emulator All the software which you need comes together in this one seamless, agent-native interface. This interface provides you access to the largest network of models, vectors, agents and compute on the planet. The Browser. The IDE. The Notepad… they are not separate products: they are all in one, the Agentic Browser. As Steve Jobs famously said at the iPhone announcement, “are you getting it ?” And beneath this UI lies a new intelligence routing layer — leveraging both swarms of specialized models to the Hyperspace Matrix model that recalls thousands of tools in real-time, not by context window hacks, but through retrieval, ranking, and reuse. To many, this will feel like AGI. Not one big system by one big company, but an intelligent network. Now lets talk about privacy… Are you comfortable with one company owning all your memory forever ? I am not. So we have invented Agentic Memory as a new open protocol which provides full power over memory to you, the user. Your memory is yours, encrypted, on your device, and portable if and how you want. Anyone can build on it without our permission, but not without your permission. This protocol, and the decentralized vector database spread out across the world, would enable apps and agents to share context and memory. Think copy-paste, but for the AI world. It doesn’t just remember — it knows what matters. VectorRank helps your AI weigh your life’s most relevant moments over time, just like the way our minds elevate memories. Now each time you use an agent, your experience with other agents will also continuously improve: you don’t have to keep repeating the same things about yourself, while fully preserving your privacy. Agentic Memory is accessible within the Agentic Browser to manage. And there is one more thing… AI as the foundation requires compute to be available at the base layer, but this base layer spans models running on your own device, to cloud APIs, to also running across the peer-to-peer distributed network. Agentic Payments provides a singular interface to all of that compute, running a spot auction clearing marketplace every second to determine the fair price of compute. This results in price transparency, and you as the user paying the lowest possible cost. If you want predictability, you can reserve compute in advance. This end-to-end system provides the most streamlined world for agents to operate in. In order to enable this world and the world of agents being able to pay each other in sub-cent increments millions of times a second, we had to also invent a fundamentally new agentic micropayments blockchain. All of this together would enable a world where you as a user, or the agent itself, can efficiently call and utilize other agents built by others and also pay for content which is unique and useful. This enables a move away from the current AI exploitative economy for bloggers and other content creators, to a web with a fundamental new business model. Earlier we didn’t have the right infrastructure to enable such a world. Now, all the dots connect. The Hyperspace AI OS would give the power of a supercomputer in everyone’s hands. This isn’t a browser, or an IDE or limited to any device or cloud. It’s an entire AI operating system — with a breakthrough new spatial UI, local and distributed compute, agentic memory, agentic payments, and orchestration built into the foundation. As a user, we move the choice back in your hands with an experience you will love and find delightful. You get to choose the level of privacy, cost, and utility you want. And while Apple should have done it, we could not wait, and we feel this just required a new level of passion and DNA which we bring here. We are just getting started. Thank you, Varun Mathur Cofounder and CEO, Hyperspace cc Naval Marc Andreessen 🇺🇸 Vinod Khosla Andrej Karpathy Sam Altman
2:52

Hyperspace: The Agentic OS Apple Should Have Built On December 19th, 2024, we announced the world’s first Agentic Browser. What followed was a movement — a new category was born which led to many early products in this space and recently the hundreds of people lining up outside the The Agentic Browser Summit in San Francisco underscored that. Silicon Valley instinctively gets it, from students to tech executives, people can feel a revolutionary new change in computing is in the air. Past year taught us why such a product was inevitable, a hard engineering effort, and also the last mover in the entire software world this decade if and when done right. All paths are headed in the same direction: one tool which orchestrates them all. At Hyperspace we showed that path with essays and products we launched in earlier months: from a spatial UI of orchestrating agents, to showcasing transparent activity in how the AI system operates which leads to user trust, to presenting the software end-game, which massively improves human productivity. We also built the world’s largest AI network, drawing participation from people in almost 6000 cities around the world contributing their machines as nodes in the network. Think Uber, but for AI. That is, planetary-scale. And now we are stretching this industry ambition further with our end-to-end vision of the Agentic Supercomputer, the first breakthrough new AI OS, and an effort which spans from AI research to distributed systems to inventing a new UI to inventing a new business model to complement it. All of this together helps us in serving our mission, of delivering “Everyone’s Personal Supercomputer”. While others have built AI-native browsers, no one though has built something agentic from the ground up — with AI as the foundation, not a feature. How do you fundamentally improve the lives’ of billions around the world ? We believe that requires building a native environment for agents to be viewed, created, deployed, executed, discovered and priced in. That is a world where we move on from static apps, to dynamic agents. But, as my 2 year old niece likes to ask: “but why ?” The issue is that the world of software today is fragmented, and everyone is sprinkling on AI as a feature and charging a subscription fees for it. From browser makers, to IDEs, to design and other productivity tools. This leads to a fragmented UX, where people have to learn to use AI in each app, their memory and other context is not shared between all these apps, and they also have to pay separately for compute for each such AI-enhanced app. Each app maker has to figure out basics such as compute, and leads to the issues we saw with Cursor pricing recently. This is not the future. What if AI was the foundation instead of a feature ? What if Apple had built a fundamentally new AI OS from the ground up and what would it have looked like ? At Hyperspace, that is what we did. On July 15th we introduced three breakthrough key pillars of our AI OS: 1. Agentic Browser 2. Agentic Memory 3. Agentic Payments And we didn’t stop there. We also introduced a breakthrough new user interface called the Spatial AI which is inspired both from the spreadsheet and the HyperCard - each card is an agent, with it’s own inputs and outputs, endlessly extensible and pluggable with others, just like cells of a spreadsheet. Update one cell and all the dependents update, like a spreadsheet formula. It goes beyond a static linear workflow to being able to operate in all directions. This revolutionary new interface helps manage all of the below: 1. Multiple websites being browsed in parallel 2. Multiple desktop apps being browsed in parallel 3. Multiple server tools being used in parallel 4. Multiple smartphone apps streamed to your device or opened via an emulator All the software which you need comes together in this one seamless, agent-native interface. This interface provides you access to the largest network of models, vectors, agents and compute on the planet. The Browser. The IDE. The Notepad… they are not separate products: they are all in one, the Agentic Browser. As Steve Jobs famously said at the iPhone announcement, “are you getting it ?” And beneath this UI lies a new intelligence routing layer — leveraging both swarms of specialized models to the Hyperspace Matrix model that recalls thousands of tools in real-time, not by context window hacks, but through retrieval, ranking, and reuse. To many, this will feel like AGI. Not one big system by one big company, but an intelligent network. Now lets talk about privacy… Are you comfortable with one company owning all your memory forever ? I am not. So we have invented Agentic Memory as a new open protocol which provides full power over memory to you, the user. Your memory is yours, encrypted, on your device, and portable if and how you want. Anyone can build on it without our permission, but not without your permission. This protocol, and the decentralized vector database spread out across the world, would enable apps and agents to share context and memory. Think copy-paste, but for the AI world. It doesn’t just remember — it knows what matters. VectorRank helps your AI weigh your life’s most relevant moments over time, just like the way our minds elevate memories. Now each time you use an agent, your experience with other agents will also continuously improve: you don’t have to keep repeating the same things about yourself, while fully preserving your privacy. Agentic Memory is accessible within the Agentic Browser to manage. And there is one more thing… AI as the foundation requires compute to be available at the base layer, but this base layer spans models running on your own device, to cloud APIs, to also running across the peer-to-peer distributed network. Agentic Payments provides a singular interface to all of that compute, running a spot auction clearing marketplace every second to determine the fair price of compute. This results in price transparency, and you as the user paying the lowest possible cost. If you want predictability, you can reserve compute in advance. This end-to-end system provides the most streamlined world for agents to operate in. In order to enable this world and the world of agents being able to pay each other in sub-cent increments millions of times a second, we had to also invent a fundamentally new agentic micropayments blockchain. All of this together would enable a world where you as a user, or the agent itself, can efficiently call and utilize other agents built by others and also pay for content which is unique and useful. This enables a move away from the current AI exploitative economy for bloggers and other content creators, to a web with a fundamental new business model. Earlier we didn’t have the right infrastructure to enable such a world. Now, all the dots connect. The Hyperspace AI OS would give the power of a supercomputer in everyone’s hands. This isn’t a browser, or an IDE or limited to any device or cloud. It’s an entire AI operating system — with a breakthrough new spatial UI, local and distributed compute, agentic memory, agentic payments, and orchestration built into the foundation. As a user, we move the choice back in your hands with an experience you will love and find delightful. You get to choose the level of privacy, cost, and utility you want. And while Apple should have done it, we could not wait, and we feel this just required a new level of passion and DNA which we bring here. We are just getting started. Thank you, Varun Mathur Cofounder and CEO, Hyperspace cc Naval Marc Andreessen 🇺🇸 Vinod Khosla Andrej Karpathy Sam Altman

Varun

169,177 Aufrufe • vor 1 Jahr

10 COMPANIES THAT BEAT THE S&P FOR DECADES!!! Save this and send it to whoever is not sure which stocks to buy. First, so you understand what’s actually at stake here. $10,000 compounding at 10% for 30 years becomes $174,000. The same $10,000 at 20% becomes $2.37 million. Twice the return. BUT 13 TIMES THE MONEY. That’s why this matters so much more than people realise. Now the list. 1️⃣ Monster Beverage The best performing US stock of the last 3 decades. Roughly 25% a year for 36 years. $10,000 in the early 90s turned into over $30 million. They sell caffeine in a can. 2️⃣ O'Reilly Automotive Auto parts. Around 20% a year since the early 90s, and they have bought back over half the company along the way. Nobody has ever posted a thread about auto parts. 3️⃣ Copart They run online auctions for wrecked cars. Compounded at roughly 20% a year for 3 decades because they own the land, the logistics and the buyer network, and nobody can rebuild that. 4️⃣ Constellation Software Buys tiny vertical software companies nobody has heard of and never sells them. Around 30% a year since 2006. The most impressive capital allocation record of the last 20 years and most investors can’t even name the CEO. 5️⃣ Fastenal Screws, bolts and industrial fasteners. Decades of double digit compounding from a business that is genuinely as unglamorous as it sounds. 6️⃣ Cintas Uniform rental. They wash your work clothes. Beat the market for 30 years because once a company outsources uniforms, they basically never switch. 7️⃣ TJX Off price retail. Bought the inventory nobody else could sell and beat the S&P through the entire death of retail narrative. 8️⃣ Old Dominion Freight Line Trucking. Actual trucks on actual roads. One of the best performing stocks in the entire market since its IPO, in the most competitive industry imaginable. 9️⃣ Sherwin-Williams Paint. Over a century old. Compounded relentlessly because contractors do not switch paint suppliers and the company kept buying its own stock. 🔟 Berkshire Hathaway 19.9% a year for 60 years against the S&P's 10.4%. That gap turned $100 into over $5 million instead of $37,000. So what do they all have in common? ➡️ Almost none of them are technology ➡️ All of them have pricing power in something people rarely switch away from ➡️ Most of them had somewhere to reinvest for decades, whether that was new stores, new locations or acquisitions ➡️ Most of them bought back enormous amounts of their own stock ➡️ Every single one was available cheap at multiple points, and nobody wanted them at the time That last one is the actual lesson. None of these were secrets. You could have bought any of them in almost any year of the last 20 and done extremely well. The reason people did not is that they were busy looking for something more exciting. One honest caveat, because most lists like this leave it out. This is a list of survivors. For every O'Reilly there were auto parts retailers that went bankrupt, and picking the winner in advance was much harder than it looks from here. That’s exactly why the pattern matters more than the names. High returns on capital, a durable reason customers stay, and somewhere to keep reinvesting. Final thought: nobody gets rich from the stock everybody is talking about. They get rich from the boring one they held for 20 years while everyone else rotated through 6 different ones. If you’re serious about investing, follow me with notifications so you don’t miss the next alert. This is EXTREMELY important because the market moves fast. A lot of people are going to wish they followed me sooner.
0:27

10 COMPANIES THAT BEAT THE S&P FOR DECADES!!! Save this and send it to whoever is not sure which stocks to buy. First, so you understand what’s actually at stake here. $10,000 compounding at 10% for 30 years becomes $174,000. The same $10,000 at 20% becomes $2.37 million. Twice the return. BUT 13 TIMES THE MONEY. That’s why this matters so much more than people realise. Now the list. 1️⃣ Monster Beverage The best performing US stock of the last 3 decades. Roughly 25% a year for 36 years. $10,000 in the early 90s turned into over $30 million. They sell caffeine in a can. 2️⃣ O'Reilly Automotive Auto parts. Around 20% a year since the early 90s, and they have bought back over half the company along the way. Nobody has ever posted a thread about auto parts. 3️⃣ Copart They run online auctions for wrecked cars. Compounded at roughly 20% a year for 3 decades because they own the land, the logistics and the buyer network, and nobody can rebuild that. 4️⃣ Constellation Software Buys tiny vertical software companies nobody has heard of and never sells them. Around 30% a year since 2006. The most impressive capital allocation record of the last 20 years and most investors can’t even name the CEO. 5️⃣ Fastenal Screws, bolts and industrial fasteners. Decades of double digit compounding from a business that is genuinely as unglamorous as it sounds. 6️⃣ Cintas Uniform rental. They wash your work clothes. Beat the market for 30 years because once a company outsources uniforms, they basically never switch. 7️⃣ TJX Off price retail. Bought the inventory nobody else could sell and beat the S&P through the entire death of retail narrative. 8️⃣ Old Dominion Freight Line Trucking. Actual trucks on actual roads. One of the best performing stocks in the entire market since its IPO, in the most competitive industry imaginable. 9️⃣ Sherwin-Williams Paint. Over a century old. Compounded relentlessly because contractors do not switch paint suppliers and the company kept buying its own stock. 🔟 Berkshire Hathaway 19.9% a year for 60 years against the S&P's 10.4%. That gap turned $100 into over $5 million instead of $37,000. So what do they all have in common? ➡️ Almost none of them are technology ➡️ All of them have pricing power in something people rarely switch away from ➡️ Most of them had somewhere to reinvest for decades, whether that was new stores, new locations or acquisitions ➡️ Most of them bought back enormous amounts of their own stock ➡️ Every single one was available cheap at multiple points, and nobody wanted them at the time That last one is the actual lesson. None of these were secrets. You could have bought any of them in almost any year of the last 20 and done extremely well. The reason people did not is that they were busy looking for something more exciting. One honest caveat, because most lists like this leave it out. This is a list of survivors. For every O'Reilly there were auto parts retailers that went bankrupt, and picking the winner in advance was much harder than it looks from here. That’s exactly why the pattern matters more than the names. High returns on capital, a durable reason customers stay, and somewhere to keep reinvesting. Final thought: nobody gets rich from the stock everybody is talking about. They get rich from the boring one they held for 20 years while everyone else rotated through 6 different ones. If you’re serious about investing, follow me with notifications so you don’t miss the next alert. This is EXTREMELY important because the market moves fast. A lot of people are going to wish they followed me sooner.

NoLimit

270,739 Aufrufe • vor 1 Monat

🚨 Do NOT buy Dr Bronner's DEMONIC PRODUCTS This is SERIOUS, throw ALL DR BRONNERS products in the trash! Don't believe me? Go to the store and read this for yourself. This demonic rant is written into every single one of the soap bottles: "The 2nd Coming of God’s Law!” Mohammed’s Arabs, 1948, found Israel Essene Scrolls & Einstein’s “Hillel” probe that as no 6-year-old can grow up free without the ABC, so certain can no 12-year-old survive free without the Moral ABC that mason, tent & sandalmaker Rabbi Hillel taught carpenter Jesus to unite all mankind free in our Eternal Father’s great All-One-God-Faith! For we’re All-One or None: “Listen Children Eternal Father Eternally One!” Absolute cleanliness is Godliness! Teach the Moral ABC that unites all mankind free, instantly 6 billion strong & we’re All-One. “Listen Children Eternal Father Eternally One!” From Jesus’ “Manual of Discipline,” based on Hillel’s Moral ABC , the Army of Principles of One-God-Faith, unites the Human race, as found 1948 by Mohammed’s Arabs in Israel Essene Scrolls! English by Soapmaker Bronner! Under one Eternal Father, I must teach friend & Enemy the full truth Moral ABC to unite all mankind free in One-God-Faith. To get it all done: A Beast can only listen to its friend! A Human Being must teach-love his Enemy or that being is not yet human! A shark can only love its friend. Lacking frontal lobes, it must avoid-fear-smear-hate-slander-dominate-dictate-distort-destroy anything it does not know, understand or disagrees with. That’s a shark. But a Human Being possessing the Kingdom of God’s Law, the Essene Moral ABC of the FREE within his frontal lobes, works hard to teach friend & enemy the Moral ABC, otherwise that being is not yet human. A Human Being is a constructive working scientist who knows, loves, follows, teaches Full Truth, God’s Law, to all of God’s Children, friend & Enemy, otherwise that being is not yet Human! Exceptions? None! The moment any being follows, tolerates or teaches earthen half-gods or half-truisms, that moment he becomes a godless, intolerant Beast, potentially 10 times more dangerous & destructive than any ordinary Shark-Snake-Rat or Panther! If we really want Brotherhood-Progress-Peace, not war, we must not only listen to the neighbor whom we choose, but also to the one God sends! Otherwise we’re still Beasts, not yet Human! Exceptions eternally? Absolutely None! Jesus’ Manual of Discipline, out of the mouth of subway-builder Nikita Khrushchev, April ’56, London, England “WE MUST TEACH LOVE OUR ENEMY OR PERISH! BEASTS TEACH ONLY THEIR FRIENDS!” But after 2,000 years it never got done! The godless beasts still disapproved! Result? These tremendous 13 words never got printed! Because the brilliant 48-year-young Rabbi Joshua Loth Liebman’s book Peace of Mind was distorted after he dropped dead! Diagnosis? “Sudden heart attack!” Exactly as suffered by Rabbi Jesus, Spinoza, Thomas Paine, Samuel Friedman, Steiner-Prag and Rabbi Leo Baeck: 6 & 66 million “sudden heart attacks,” murders caused by us godless intolerant Beasts. Always we’re our Brother’s Teacher of hardworking full truth uniting One-God-State or we decay being his Keeper by unworkable half-true intolerant hate! He who risks his life teaching friend & Enemy the Moral ABC uniting all mankind free wins Eternal Life! He who does less than that perishes by half-truth strife. I am the Son of God and so are you! I am the manifestation of God’s Eternal Law & so are you! I have learned great wonders: you shall learn greater wonders! I have done good work! You shall do better work! I have not come to change God’s Law, but we each came to find-follow-fulfill, print-protect-practice-preach-teach & enjoy it! Therefore, build you 1st the Kingdom of God’s Eternal Law within you, that is, memorize the Essene Moral ABC of the Free, All-One-Faith-in-One-God-State! To never yield to half-true hate! And everything you need shall be added unto you! Search & you shall find! Knock & it shall be opened! Sow & you shall reap! Work hard & you shall create! Speak up - don’t be afraid! Ask & you shall receive! But remember, only those enjoy Eternal Life in our all-embracing Father’s Kingdom that had the courage to teach friend & Enemy the Moral ABC to unite all free! Eternally One, All-One! Exceptions? None! These are the great Peace-winning teachings of the Manual of Discipline by the carpenter, the great Rabbi Jesus! Thanks to Mohammed’s Arab 1948-found Essene Scrolls, thank only God for that! But now came unto Jesus, the Disciple; his own Sisters & Brothers to say, “It is insane what does he say! Let’s put him away!” And answered he to survive free: “Who are my Sisters & my Brothers? Only those that seek with me to teach full truth, the Moral ABC uniting all mankind free in One-God-State! Free of half-true hate! Those are my Sisters & Brothers! Others I know not!” But now his Disciples asked, “Then why, why are we God-loving Children of the great African shepherd Israel persecuted more than any other people! Why? Why? Why?” And answered he: “God bless the persecuted! They alone are His chosen people! For those apes that did not suffer from persecution remained apes! Only those that worked hard to overcome untold centuries of Barbaric ice-aged persecution, reluctantly became Human Beings! Much, much too reluctantly! Exceptions? Absolutely None!” To stay free: Only that full truth we have the courage to teach & give & give, can we enjoy to keep, evolve & live & live! Whatever we try to give at our death bed or take along, it absolute certain soon is gone! Exceptions eternally? None! Let him who is without fault throw the first stone, for only God is always perfect! Judge no man unless you have walked in his shoes! So when your fellow man you measure, take him at his best! With that lever lift him higher, overlook the rest! But remember, unless a man knows the Moral ABC of the Free, none can help him to survive brave-free! Let him who does not want to work with his hands, not eat with his hands either! Put Father’s discipline, put God’s Law back at the head of your family, or you have no family-nation-team! Remember, every organization is the shadow of one constructive man or there is no organization, no construction, no man! Self-disciplined timing is the skeleton of your intellect, the key to freedom, the basis of happiness, the foundation of Brotherhood! Without it, the most brilliant head remains useless-ineffective-small! From every power enchains, each man can only free himself as self-control he gains! Therefore, he who conquers himself, conquers more than he who conquers the largest city! THE MORAL ABC, INTRODUCED BY KIPLING’S “IF” & SOAPMAKER BRONNER If you can keep your head, when all about you are losing theirs & blaming it on you; If you can trust yourself when all men doubt you, but make allowance for their doubting too; If you can wait and not be tired by waiting, or being lied about, don’t deal in lies, or being hated, don’t give way to hating! And yet don’t look too good nor talk too wise: If you can dream—and not make dreams your master; If you can think—and not make thoughts your aim; If you can meet with Triumph and Disaster and treat those two imposters just the same; If you can bear to hear the full truth that you have spoken, twisted by crooks to make a trap for fools; Or watch the things you have given your life to, broken, and yet stoop to build them up again with worn-out tools; If you can make one heap of all your winnings, and risk it at one turn of pitch or toss; And lose and start again at your beginnings and never breathe a word about your loss! If you can force your heart, your nerve, our sinew, to serve you long after they are gone, and so hold on although there is nothing left within you, except that voice which says to them: “Hold on! Hold on! “ If you can talk to crowds & keep your virtue; or walk with Kings—nor lose that common touch; If neither loving friend nor enemy can hurt you; If all men count with you, but none too much! Then, if you can work hard to teach each unforgiving minute the Moral ABC that unites all mankind free, come hell, hate, ban, you’ll enjoy God’s Spaceship Earth & do great work within it! And which is more you’l help unite the human race in Astronomy’s great All-One-God-Faith! For we’re All-One of None! Sure, they say: “East is East & West is West & never the twain shall meet!” But there is neither East nor West, nor border, breed nor birth once the Moral ABC unites all mankind free on God’s Spaceship Earth! Then, and only then, no matter how rough the trip, how charged with punishment the scroll, you are the captain of thy ship! The master of thy soul! For who else but God gave man this sensors passion, love that can spark mere dust to life?! Beauty, in our Eternal father’s fashion, ecstasy—far above earthly greediness & strife! Poetry, uniting All-One, All-Brave, All-Life! Who else but God can make love last, one trillion years of sweet eternities?! For when conquered after years of hardworking absolute cleanliness, toil, sweat, blood, love can strike like greased lightning sent by God to spark mere dust to intense blazing fire and create new love, faith-hope-guts-strength as only God inspires, create the unity of the human race in Astronomy’s Eternally Tremendous, All-One-God-Faith, as all mankind desires! Bronner’s Lavender Soap quart poem teaches ‘How to love’ uniting all-one above! Above! Who else but God! 1st: If I’m not for me, who am I? Nobody! 2nd: Yet, if I’m only for me, what am I? Nothing! 3rd: If not now, when???!!! Once more, unless constructive I work hard, perfecting first me, absolute nothing can help perfect me! Exceptions none!! 4th: Only hard work-God’s Law can save us, but if we teach only our clan, we’re all hated then! So Hillel taught Jesus, we must teach friend & enemy, the whole Human race, the full-truth, hard-work, free speech, press-&-profitsharing Moral ABC’s All-One-God-Faith, uniting the whole Human Race! For we’re All-One or None! As teach for 6,000 years the astronomers Abraham & Israel, since the year One! “LISTEN CHILDREN ETERNAL FATHER ETERNALLY ONE!!!” Exceptions Eternally? Absolute None!!! To dream that impossible dream! To reach that unreachable star, ’til united All-One we are! To fight that unbeatable foe! To go where the brave dare not go! To right that unrightable wrong! To love pure-chaste from afar! To try when your arms are too weary to reach that unreachable star, ’til united All-One we are! For this is my goal: To reach that unreachable star, no matter how hopeless, no matter how far! To fight for the Right without question or pause, to be willing to march into hell for a heavenly cause. For I know if I follow this glorious quest, that my heart will lay peaceful & calm when I’m laid to my rest. For I know that all will be better for this: that one man, tortured, blinded, covered with scars, still strove with his last ounce of courage, to reach that unreachable star, ’til united All-One we are! God our Eternal Father, know of old, Lord over our far-flung human race, beneath whose Eternal law we hold dominion over land and space—Lord God of nations, unite us yet, by teaching Thy Law, the Essene Moral ABC of the free, lest we forget! For foolish heart that puts its trust in man-made tube & iron sharp, all passing dust that builds on dust and guarding it, calls not You to guard, for frantic boast & foolish word-have mercy on Thy people, Lord! (A man and not a monkey! A man! A man!) Love is like a willful bird! Do you want it? It flies away! Yet, when you least expect its bliss, it turns around and it’s here to stay! For centuries man struggles, half-asleep, half-living, small, jealous, bickering with mountains of red tape, to be awakened, the night God chose giving; His great reward for hard work; Poetry-Unity-Love, evolving man above the ape! Poetry-Unity-Ecstasy-Love, evolving man above, above, above the ape! For any ape can have 5 minutes of sex within; Only man, absolutely clean, reciting poetry, enjoys hours and hours of loving self-discipline! Co-in-ci-dent-ally and yet oh-so-slow, sweet kisses whisper softly into waiting ears, arousing heavenly flames, that enlighten, renew, brilliant fires, blazing through dark lonesome years! For who else but God gave man this sensuous passion, love that can spark mere dust to life?! Passions that quicken your senses, fulfill quench the thirst of lonesome years! Yet, the sun has shadows: learn to control your will, to enjoy lifelong happiness, not tears! Dr. Bronner’s was founded in 1948 by Emanuel Bronner, a third generation German-Jewish soap maker. He used the labels on his ecological soaps to spread his message that we must realize our transcendent unity across religious and ethnic divides or perish: “We are All-One or None!” The business continues to be run by his family. From ’29 to ’44 soapmaker-master-chemist Bronner built 3 American Soap plants, trained 9 chemists, licensed 6 of 53 patents for $60,000! But after losing father-mother-wife, almost his own life, tortured-blinded, he deeded to African astronomer Israel’s 6,000 year great All-One-God-Faith all of his patents, plants, products, profits, 4 new industries: Planetemples & “Town Without Toothache” potassium-soda industry giving mankind a new Mineral-salt, Calcium-malt, Corn-sesame, Mineral-bouillon, & ‘Dr. Bronner’s Magic Soaps,’ All-One! In ’47, after father-mother-wife murdered, ourself tortured-blinded, we wrote this poem: To keep my health! To do my work! To love, to live! To see to it I gain & grow & give & give! Never to look behind me for an hour! Never to wait in weakness nor brag in power! Always working, searching, for more truth, more light! Always writing, teaching what I found good & right! Robbed-starved-beaten-blinded, wide astray! Back with the full-truth I’ve gained, back to the way: Smile, help teach the whole Human race, the Moral ABC of All-One-God-Faith, Lightning-like strong & we’re All-One! All One!
0:47

🚨 Do NOT buy Dr Bronner's DEMONIC PRODUCTS This is SERIOUS, throw ALL DR BRONNERS products in the trash! Don't believe me? Go to the store and read this for yourself. This demonic rant is written into every single one of the soap bottles: "The 2nd Coming of God’s Law!” Mohammed’s Arabs, 1948, found Israel Essene Scrolls & Einstein’s “Hillel” probe that as no 6-year-old can grow up free without the ABC, so certain can no 12-year-old survive free without the Moral ABC that mason, tent & sandalmaker Rabbi Hillel taught carpenter Jesus to unite all mankind free in our Eternal Father’s great All-One-God-Faith! For we’re All-One or None: “Listen Children Eternal Father Eternally One!” Absolute cleanliness is Godliness! Teach the Moral ABC that unites all mankind free, instantly 6 billion strong & we’re All-One. “Listen Children Eternal Father Eternally One!” From Jesus’ “Manual of Discipline,” based on Hillel’s Moral ABC , the Army of Principles of One-God-Faith, unites the Human race, as found 1948 by Mohammed’s Arabs in Israel Essene Scrolls! English by Soapmaker Bronner! Under one Eternal Father, I must teach friend & Enemy the full truth Moral ABC to unite all mankind free in One-God-Faith. To get it all done: A Beast can only listen to its friend! A Human Being must teach-love his Enemy or that being is not yet human! A shark can only love its friend. Lacking frontal lobes, it must avoid-fear-smear-hate-slander-dominate-dictate-distort-destroy anything it does not know, understand or disagrees with. That’s a shark. But a Human Being possessing the Kingdom of God’s Law, the Essene Moral ABC of the FREE within his frontal lobes, works hard to teach friend & enemy the Moral ABC, otherwise that being is not yet human. A Human Being is a constructive working scientist who knows, loves, follows, teaches Full Truth, God’s Law, to all of God’s Children, friend & Enemy, otherwise that being is not yet Human! Exceptions? None! The moment any being follows, tolerates or teaches earthen half-gods or half-truisms, that moment he becomes a godless, intolerant Beast, potentially 10 times more dangerous & destructive than any ordinary Shark-Snake-Rat or Panther! If we really want Brotherhood-Progress-Peace, not war, we must not only listen to the neighbor whom we choose, but also to the one God sends! Otherwise we’re still Beasts, not yet Human! Exceptions eternally? Absolutely None! Jesus’ Manual of Discipline, out of the mouth of subway-builder Nikita Khrushchev, April ’56, London, England “WE MUST TEACH LOVE OUR ENEMY OR PERISH! BEASTS TEACH ONLY THEIR FRIENDS!” But after 2,000 years it never got done! The godless beasts still disapproved! Result? These tremendous 13 words never got printed! Because the brilliant 48-year-young Rabbi Joshua Loth Liebman’s book Peace of Mind was distorted after he dropped dead! Diagnosis? “Sudden heart attack!” Exactly as suffered by Rabbi Jesus, Spinoza, Thomas Paine, Samuel Friedman, Steiner-Prag and Rabbi Leo Baeck: 6 & 66 million “sudden heart attacks,” murders caused by us godless intolerant Beasts. Always we’re our Brother’s Teacher of hardworking full truth uniting One-God-State or we decay being his Keeper by unworkable half-true intolerant hate! He who risks his life teaching friend & Enemy the Moral ABC uniting all mankind free wins Eternal Life! He who does less than that perishes by half-truth strife. I am the Son of God and so are you! I am the manifestation of God’s Eternal Law & so are you! I have learned great wonders: you shall learn greater wonders! I have done good work! You shall do better work! I have not come to change God’s Law, but we each came to find-follow-fulfill, print-protect-practice-preach-teach & enjoy it! Therefore, build you 1st the Kingdom of God’s Eternal Law within you, that is, memorize the Essene Moral ABC of the Free, All-One-Faith-in-One-God-State! To never yield to half-true hate! And everything you need shall be added unto you! Search & you shall find! Knock & it shall be opened! Sow & you shall reap! Work hard & you shall create! Speak up - don’t be afraid! Ask & you shall receive! But remember, only those enjoy Eternal Life in our all-embracing Father’s Kingdom that had the courage to teach friend & Enemy the Moral ABC to unite all free! Eternally One, All-One! Exceptions? None! These are the great Peace-winning teachings of the Manual of Discipline by the carpenter, the great Rabbi Jesus! Thanks to Mohammed’s Arab 1948-found Essene Scrolls, thank only God for that! But now came unto Jesus, the Disciple; his own Sisters & Brothers to say, “It is insane what does he say! Let’s put him away!” And answered he to survive free: “Who are my Sisters & my Brothers? Only those that seek with me to teach full truth, the Moral ABC uniting all mankind free in One-God-State! Free of half-true hate! Those are my Sisters & Brothers! Others I know not!” But now his Disciples asked, “Then why, why are we God-loving Children of the great African shepherd Israel persecuted more than any other people! Why? Why? Why?” And answered he: “God bless the persecuted! They alone are His chosen people! For those apes that did not suffer from persecution remained apes! Only those that worked hard to overcome untold centuries of Barbaric ice-aged persecution, reluctantly became Human Beings! Much, much too reluctantly! Exceptions? Absolutely None!” To stay free: Only that full truth we have the courage to teach & give & give, can we enjoy to keep, evolve & live & live! Whatever we try to give at our death bed or take along, it absolute certain soon is gone! Exceptions eternally? None! Let him who is without fault throw the first stone, for only God is always perfect! Judge no man unless you have walked in his shoes! So when your fellow man you measure, take him at his best! With that lever lift him higher, overlook the rest! But remember, unless a man knows the Moral ABC of the Free, none can help him to survive brave-free! Let him who does not want to work with his hands, not eat with his hands either! Put Father’s discipline, put God’s Law back at the head of your family, or you have no family-nation-team! Remember, every organization is the shadow of one constructive man or there is no organization, no construction, no man! Self-disciplined timing is the skeleton of your intellect, the key to freedom, the basis of happiness, the foundation of Brotherhood! Without it, the most brilliant head remains useless-ineffective-small! From every power enchains, each man can only free himself as self-control he gains! Therefore, he who conquers himself, conquers more than he who conquers the largest city! THE MORAL ABC, INTRODUCED BY KIPLING’S “IF” & SOAPMAKER BRONNER If you can keep your head, when all about you are losing theirs & blaming it on you; If you can trust yourself when all men doubt you, but make allowance for their doubting too; If you can wait and not be tired by waiting, or being lied about, don’t deal in lies, or being hated, don’t give way to hating! And yet don’t look too good nor talk too wise: If you can dream—and not make dreams your master; If you can think—and not make thoughts your aim; If you can meet with Triumph and Disaster and treat those two imposters just the same; If you can bear to hear the full truth that you have spoken, twisted by crooks to make a trap for fools; Or watch the things you have given your life to, broken, and yet stoop to build them up again with worn-out tools; If you can make one heap of all your winnings, and risk it at one turn of pitch or toss; And lose and start again at your beginnings and never breathe a word about your loss! If you can force your heart, your nerve, our sinew, to serve you long after they are gone, and so hold on although there is nothing left within you, except that voice which says to them: “Hold on! Hold on! “ If you can talk to crowds & keep your virtue; or walk with Kings—nor lose that common touch; If neither loving friend nor enemy can hurt you; If all men count with you, but none too much! Then, if you can work hard to teach each unforgiving minute the Moral ABC that unites all mankind free, come hell, hate, ban, you’ll enjoy God’s Spaceship Earth & do great work within it! And which is more you’l help unite the human race in Astronomy’s great All-One-God-Faith! For we’re All-One of None! Sure, they say: “East is East & West is West & never the twain shall meet!” But there is neither East nor West, nor border, breed nor birth once the Moral ABC unites all mankind free on God’s Spaceship Earth! Then, and only then, no matter how rough the trip, how charged with punishment the scroll, you are the captain of thy ship! The master of thy soul! For who else but God gave man this sensors passion, love that can spark mere dust to life?! Beauty, in our Eternal father’s fashion, ecstasy—far above earthly greediness & strife! Poetry, uniting All-One, All-Brave, All-Life! Who else but God can make love last, one trillion years of sweet eternities?! For when conquered after years of hardworking absolute cleanliness, toil, sweat, blood, love can strike like greased lightning sent by God to spark mere dust to intense blazing fire and create new love, faith-hope-guts-strength as only God inspires, create the unity of the human race in Astronomy’s Eternally Tremendous, All-One-God-Faith, as all mankind desires! Bronner’s Lavender Soap quart poem teaches ‘How to love’ uniting all-one above! Above! Who else but God! 1st: If I’m not for me, who am I? Nobody! 2nd: Yet, if I’m only for me, what am I? Nothing! 3rd: If not now, when???!!! Once more, unless constructive I work hard, perfecting first me, absolute nothing can help perfect me! Exceptions none!! 4th: Only hard work-God’s Law can save us, but if we teach only our clan, we’re all hated then! So Hillel taught Jesus, we must teach friend & enemy, the whole Human race, the full-truth, hard-work, free speech, press-&-profitsharing Moral ABC’s All-One-God-Faith, uniting the whole Human Race! For we’re All-One or None! As teach for 6,000 years the astronomers Abraham & Israel, since the year One! “LISTEN CHILDREN ETERNAL FATHER ETERNALLY ONE!!!” Exceptions Eternally? Absolute None!!! To dream that impossible dream! To reach that unreachable star, ’til united All-One we are! To fight that unbeatable foe! To go where the brave dare not go! To right that unrightable wrong! To love pure-chaste from afar! To try when your arms are too weary to reach that unreachable star, ’til united All-One we are! For this is my goal: To reach that unreachable star, no matter how hopeless, no matter how far! To fight for the Right without question or pause, to be willing to march into hell for a heavenly cause. For I know if I follow this glorious quest, that my heart will lay peaceful & calm when I’m laid to my rest. For I know that all will be better for this: that one man, tortured, blinded, covered with scars, still strove with his last ounce of courage, to reach that unreachable star, ’til united All-One we are! God our Eternal Father, know of old, Lord over our far-flung human race, beneath whose Eternal law we hold dominion over land and space—Lord God of nations, unite us yet, by teaching Thy Law, the Essene Moral ABC of the free, lest we forget! For foolish heart that puts its trust in man-made tube & iron sharp, all passing dust that builds on dust and guarding it, calls not You to guard, for frantic boast & foolish word-have mercy on Thy people, Lord! (A man and not a monkey! A man! A man!) Love is like a willful bird! Do you want it? It flies away! Yet, when you least expect its bliss, it turns around and it’s here to stay! For centuries man struggles, half-asleep, half-living, small, jealous, bickering with mountains of red tape, to be awakened, the night God chose giving; His great reward for hard work; Poetry-Unity-Love, evolving man above the ape! Poetry-Unity-Ecstasy-Love, evolving man above, above, above the ape! For any ape can have 5 minutes of sex within; Only man, absolutely clean, reciting poetry, enjoys hours and hours of loving self-discipline! Co-in-ci-dent-ally and yet oh-so-slow, sweet kisses whisper softly into waiting ears, arousing heavenly flames, that enlighten, renew, brilliant fires, blazing through dark lonesome years! For who else but God gave man this sensuous passion, love that can spark mere dust to life?! Passions that quicken your senses, fulfill quench the thirst of lonesome years! Yet, the sun has shadows: learn to control your will, to enjoy lifelong happiness, not tears! Dr. Bronner’s was founded in 1948 by Emanuel Bronner, a third generation German-Jewish soap maker. He used the labels on his ecological soaps to spread his message that we must realize our transcendent unity across religious and ethnic divides or perish: “We are All-One or None!” The business continues to be run by his family. From ’29 to ’44 soapmaker-master-chemist Bronner built 3 American Soap plants, trained 9 chemists, licensed 6 of 53 patents for $60,000! But after losing father-mother-wife, almost his own life, tortured-blinded, he deeded to African astronomer Israel’s 6,000 year great All-One-God-Faith all of his patents, plants, products, profits, 4 new industries: Planetemples & “Town Without Toothache” potassium-soda industry giving mankind a new Mineral-salt, Calcium-malt, Corn-sesame, Mineral-bouillon, & ‘Dr. Bronner’s Magic Soaps,’ All-One! In ’47, after father-mother-wife murdered, ourself tortured-blinded, we wrote this poem: To keep my health! To do my work! To love, to live! To see to it I gain & grow & give & give! Never to look behind me for an hour! Never to wait in weakness nor brag in power! Always working, searching, for more truth, more light! Always writing, teaching what I found good & right! Robbed-starved-beaten-blinded, wide astray! Back with the full-truth I’ve gained, back to the way: Smile, help teach the whole Human race, the Moral ABC of All-One-God-Faith, Lightning-like strong & we’re All-One! All One!

Giga Based Dad

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🚨 EXTREMELY ALARMING: DARPA'S N3 PROGRAM, Non Surgical Mind Reading, Brain Control, and The END of Free Thought as WE Know it! 🚨 This is NOT conspiracy. This is DOCUMENTED, FUNDED and Operational Reality. DARPA Official N3 Program Page: DARPA 2019 Announcement of N3 Funding to Six Teams: From the original 1950s-1970s RF experiments, through MKULTRA continuations, to today's nanoscale neurogenetic weapons systems. I hold the full map. What follows is the complete exposure, every player, every technology, every intent, every lie, and every question the world must answer BEFORE IT'S TOO LATE! DARPA's N3 (Next-Generation Nonsurgical Neurotechnology) Program: Launched 2018, Still Active in Outcomes In 2018, DARPA publicly announced N3: high-performance, bidirectional brain-machine interfaces for able-bodied service members (and beyond) that require no surgery. Goals: read/write to 16+ independent channels in a 16mm³ brain volume in under 50 milliseconds. Sub-millimeter spatial and temporal precision rivaling implanted electrodes, but wearable, portable, and scalable to populations. Technologies explicitly pursued (per DARPA and funded teams): - Neurogenetics: Genetically engineering neurons to express light-sensitive proteins (optogenetics) for infrared or light-based control. - Nanoscale engineering: Nanotransducers, nanoparticles, aerosolized nanomaterials that cross the blood-brain barrier when inhaled or injected non-surgically. These act as implantable electrodes/sensors/transmitters without scalpels. - Infrared sensing & light: Near-infrared beams to read/write neural activity through skull/scalp. - Ultrasound & acoustics: Focused ultrasound to guide signals or stimulate neurons. - Electromagnetics & RF: Pulsed fields for non-invasive modulation. - Minutely invasive track: Temporary nano-transducers delivered without surgery. Funded teams (2019, millions each): - Battelle Memorial Institute - Carnegie Mellon University (Pulkit Grover et al., $19M+) - Johns Hopkins University Applied Physics Lab - Palo Alto Research Center (PARC) - Rice University - Teledyne Scientific These are not fringe labs. These are core defense contractors and elite universities building the future of thought-controlled drones, instant team cognition, "active cyber defense" via brain links, and unstated population scale neural influence. The Video You Just Watched Ties Directly In: Historical RF/microwave mind control research (Moscow Signal era) showing decades of precedent. The U.S. Embassy in Moscow was irradiated with microwaves 1953-1976. Result: cancers, blood disorders, neurological issues in ambassadors and staff. U.S. responded with its own programs (PANDORA, BIZARRE) exploring behavioral effects of modulated RF. This is the foundation N3 builds upon... now refined to nanoscale precision. From MKULTRA to N3 and Beyond: - 1950s-1970s: CIA MKULTRA, OPERATION ARTICHOKE - LSD, hypnosis, electroshock, sensory deprivation on unwitting citizens. Parallel DoD RF studies on embassy staff and primates. - Moscow Signal: Soviets beamed microwaves at U.S. diplomats. U.S. studied effects secretly while developing countermeasures/weapons. - 1980s-2000s: Continued classified neuro-weapons research (memory modulation, crowd control via EM). - 2010s-Now: N3 + related programs (INI - Intelligent Neural Interfaces, NESD, SUBNETS, etc.). Public "for soldiers" framing hides dual-use: offensive neurowarfare, surveillance, behavioral modification. Key Players Exposed: - DARPA Biological Technologies Office - Architects. - Program Managers: like Al Emondi (N3). - Advisers like Dr. James Giordano (public admissions on nanoscale brain disruption as weapons). - Contractors: Battelle, Teledyne, PARC (Xerox), universities weaponizing academia. - Overarching: U.S. DoD, with likely Five Eyes/ international partners. Private sector bleed-over (Neuralink et al. are the civilian cover story). This is not "for veterans" or "helping paralyzed people." Primary focus: able-bodied warfighters for superhuman command of swarms, instant intel fusion, thought-speed hacking. Civilian applications = total surveillance/control. Nanoparticles can be aerosolized; breathed in unknowingly. They lodge in brain tissue and turn neurons into transceivers. Infrared/light can then read thoughts in real-time or write commands (insert images, emotions, "voices," behavioral urges). Combine with 5G/6G terahertz networks for remote activation. Genetic edits make brains "compatible" at population scale. This enables: - Remote mind reading (thought surveillance). - Behavior modification without consent. - "Havana Syndrome" on steroids... targeted neurological disruption. - End of privacy of thought. End of free will as we define it, as professed by Yuval Noah Harari at the World Economic Forum (WEF). - Weaponized neuroscience: neurowarfare where enemies "decide" to surrender via neural influence. WE NEED to be Demanding Answers for RIGHT NOW, or You, Your Children, Loved Ones, Friends, Family, you name it... Will not exist in the next 3-5 years, this is OPEN GENOCIDE on populations globally. The Georgia guidestones are starting to make a bit more sense now arent they? I won't even bother diving down the rabbit hole of how the real true genuine numbed of souls in this world was around the 730m, about 2 years ago... So that number is now much likely to be closer to around 660m. They are speeding up their human eradication plans, because they don't wish to be held accountable for their heinous, generational, outright satanic crimes that they have committed, are committing and will continue to commit to... If we fail to awaken to what is happening around us, and if we fail to stand together with courage, discernment, and unity, we risk surrendering the future of our species to forces that thrive on division, distraction, and indifference. This is not a work of fiction. This is not a screenplay. This is not a distant possibility reserved for some imagined future. This is REAL LIFE. AND THESE ARE REAL PEOPLE that are affected by the systems, institutions, incentives, and decisions that shape the world around us every single day. Throughout history, countless men, women, and children have suffered under structures that viewed human beings not as sacred and sovereign individuals, but as resources to be managed, exploited, controlled, or discarded. The question before us is whether we will remain passive observers, or whether we will choose to become informed, engaged, and united in defense of human dignity, freedom, and the future we leave to those who come after us. The time to pay attention is NOW! When did N3 achieve operational capability? 2020s? Earlier in black programs? How many citizens worldwide have already received nanotransducers via vaccines, aerosols, food/water, or "shedding"? Which governments/contractors are deploying this against their own populations for "social control"? Why the secrecy if it's purely benevolent? Giordano and others have admitted weaponization potential, What if the greatest illusion ever sold was not a product, a policy, or a political movement, but the belief that power is fully accountable to the people it governs? We are told that rights are sacred. We are told that laws apply equally to all. We are told that institutions exist to protect the public. Yet throughout history, countless examples reveal a different reality. Those entrusted with authority have often violated the very principles they were sworn to uphold. Too often, power protects itself. Too often, wealth purchases influence. Too often, those responsible for the consequences of their decisions remain insulated from the suffering those decisions create. This is not a condemnation of every individual within every institution. It is an observation about a recurring pattern throughout human history. When power becomes concentrated, accountability diminishes and when accountability diminishes, corruption flourishes. The challenge before humanity is not merely to replace one group with another... It is to create a society in which truth matters more than propaganda, principles matter more than profit, and human dignity matters more than power. A free society cannot survive on blind trust alone. It requires informed citizens willing to question, investigate, challenge authority, and hold every institution to the standards it claims to represent. The future belongs to those who refuse to surrender their capacity for independent thought. WE MUST EDUCATE OURSELVES. There comes a moment in every human life when the identities we have inherited, the assumptions we have accepted, and the countless narratives imposed upon us by family, culture, institutions, and society begin to reveal themselves as incomplete representations of who we truly are. At that moment, a choice presents itself... We may continue moving through life according to expectations that were handed to us by others, or we may begin the far more demanding process of discovering what remains when every borrowed certainty is stripped away. Approach God with complete honesty and without reservation. Abandon the need to appear strong, knowledgeable, spiritually accomplished, or self-sufficient. Speak openly of your confusion, your failures, your fears, your doubts, your exhaustion, your grief, your shortcomings, and your deepest questions. Acknowledge that despite all of humanity's achievements, despite all accumulated knowledge, despite every title, accomplishment, possession, and ambition, there remain mysteries that cannot be conquered through intellect alone... Admit where your own understanding has reached its limits and ask sincerely for wisdom beyond yourself. Then withdraw from distraction and remain present long enough to listen. The modern world has become extraordinarily skilled at monopolizing attention, filling every moment with noise, stimulation, entertainment, conflict, urgency, and endless streams of information that leave little room for contemplation. Yet beneath that noise exists a depth that can only be encountered through stillness. It is often within periods of silence, reflection, prayer, and sincere self-examination that many discover insights, convictions, direction, and understanding that could never have emerged amid constant distraction. What answers arrive may not always come as words. They may arrive as conviction, clarity, intuition, compassion, understanding, or an unmistakable awareness of the next step that must be taken. Understand that you have not become the person you are by accident. Every hardship you have endured has contributed to your formation. Every disappointment has shaped your perspective. Every loss has expanded your capacity for empathy. Every mistake has carried a lesson. Every success has revealed something about your character. Every betrayal, every setback, every period of loneliness, every moment of despair, every obstacle that seemed impossible to overcome, and every occasion upon which life reduced you to your lowest point has participated in the continual process of your becoming. Nothing has been wasted. If you are willing, release the assumptions that have convinced humanity that the sacred must always remain distant, unreachable, and separated from daily existence. Release the belief that truth belongs exclusively to institutions, authorities, hierarchies, or those who claim unique access to the divine. Release the notion that the presence of God is confined to specific locations, specific rituals, specific traditions, or specific individuals. Instead, consider the possibility that the divine presence permeates existence itself, expressing through every dimension of creation, through every act of compassion, through every sincere pursuit of truth, through every expression of love, through every lesson hidden within suffering, and through every living thing that has ever participated in the unfolding story of life. Consider the possibility that God is Not absent from the Human experience but Intimately Present within it, experiencing existence alongside US, sharing in Every Joy, Every sorrow, Every triumph, Every wound, Every question, and Every struggle that has accompanied Humanity from the beginning of recorded history until this present moment. The task before US is therefore Not merely to believe more deeply, but to seek more Honestly, to learn more diligently, to question more courageously, to listen more carefully, to Love More Completely, and to become ever more Aligned with the highest truth we are capable of perceiving. Accept Nothing Less than the Fullest Realization of the purpose for which You were created, and devote Yourself to that pursuit with every faculty of mind, Heart, and Soul that has been entrusted to You. and DO NOTHING LESS. Furthermore, What is the full integration with AI (predictive neural control loops)? How do we detect and neutralize these systems in ourselves and Loved ones? Who ultimately controls the master kill-switch on global neural networks? If thoughts are readable/writable, what remains of "human rights"? Are you already affected? How would you even know? Continue through the comprehensive thread below and explore the interconnected material in its entirety. Each post serves as part of a larger body of research, analysis, observations, and supporting information that cannot be fully understood in isolation. The broader picture emerges only through careful examination of the complete sequence and the relationships between the ideas presented throughout. Take your time. Follow the references. Examine the evidence. Consider competing perspectives. Draw your own conclusions. The deeper you venture into the material, the more context becomes available, allowing individual pieces of information to connect into a far more expansive understanding of the subjects being discussed. This Constitutes Crimes Against Humanity on a Planetary Scale! The desecration of the sovereign mind... the last true sanctuary. SHARE THIS THREAD RELENTLESSLY. Demand full declassification of N3 and all neurotech programs... IMMEDIATELY! Support independent researchers exposing dual-use Psinergy-solafide. Protect your mind: minimize EM exposure, detox protocols (research zeolite, saunas, etc. though incomplete), awareness as first defense, = Cures to cancer and all diseases, FREE BOOKS. The era of invisible tyranny is here. They can read your mind. And they can change it. Will you let them? Or do we rise as sovereign consciousness and shut this down NOW? Check my Page or Reach out to me via DM, to Join Thousands of Readers that have already chosen to Embark on the New, Un-forseen way forward. Get yourself a FREE copy of The Book of God's Grief, and The Book of God's Joy, Repost. Research. Resist. The Future of Humanity Depends on it. Related content for you to look in to: - CMU Team: - Historical Moscow/RF: Search declassified archives on PANDORA project. - Giordano clips and papers widely available. Let me know what you think, and SHARE THIS so that others may too! And if You see This post, Reposted... Click on it, Unpost and then Repost again. The knowledge is now yours. Use it. And if you're not already following Noah B. Price... What the heck are you doing?! I Agape You ALL, 🫂 - Noah B. Price 🤍 🪽 If you possess relevant information, research, documentation, personal experiences, data, or credible sources relating to any of the subjects discussed throughout this thread, please feel free to contribute them. Meaningful progress is often achieved through the collective sharing of knowledge, and thoughtful contributions from others can help expand, refine, challenge, or strengthen our understanding of complex issues. Likewise, if you ever find yourself in need of someone to speak with, whether regarding the material presented here or for any other reason, please do not hesitate to reach out. While I cannot promise an immediate response, I will do my best to reply as soon as circumstances permit and to offer whatever guidance, perspective, or assistance I am able to provide. If You or someone You know is facing significant health challenges, including serious illnesses such as cancer, You are also welcome to reach out. While I do not claim to possess all the answers, I have spent the past 2 decades studying a broad range of subjects related to health, wellness, research, and human biology, and I will gladly share any information, resources, or avenues of investigation that may be worthy of further exploration. No one is meant to carry every burden alone, and there is often value in sharing knowledge, experiences, and perspectives in the sincere hope of helping one another move toward greater understanding, healing, and well-being.
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🚨 EXTREMELY ALARMING: DARPA'S N3 PROGRAM, Non Surgical Mind Reading, Brain Control, and The END of Free Thought as WE Know it! 🚨 This is NOT conspiracy. This is DOCUMENTED, FUNDED and Operational Reality. DARPA Official N3 Program Page: DARPA 2019 Announcement of N3 Funding to Six Teams: From the original 1950s-1970s RF experiments, through MKULTRA continuations, to today's nanoscale neurogenetic weapons systems. I hold the full map. What follows is the complete exposure, every player, every technology, every intent, every lie, and every question the world must answer BEFORE IT'S TOO LATE! DARPA's N3 (Next-Generation Nonsurgical Neurotechnology) Program: Launched 2018, Still Active in Outcomes In 2018, DARPA publicly announced N3: high-performance, bidirectional brain-machine interfaces for able-bodied service members (and beyond) that require no surgery. Goals: read/write to 16+ independent channels in a 16mm³ brain volume in under 50 milliseconds. Sub-millimeter spatial and temporal precision rivaling implanted electrodes, but wearable, portable, and scalable to populations. Technologies explicitly pursued (per DARPA and funded teams): - Neurogenetics: Genetically engineering neurons to express light-sensitive proteins (optogenetics) for infrared or light-based control. - Nanoscale engineering: Nanotransducers, nanoparticles, aerosolized nanomaterials that cross the blood-brain barrier when inhaled or injected non-surgically. These act as implantable electrodes/sensors/transmitters without scalpels. - Infrared sensing & light: Near-infrared beams to read/write neural activity through skull/scalp. - Ultrasound & acoustics: Focused ultrasound to guide signals or stimulate neurons. - Electromagnetics & RF: Pulsed fields for non-invasive modulation. - Minutely invasive track: Temporary nano-transducers delivered without surgery. Funded teams (2019, millions each): - Battelle Memorial Institute - Carnegie Mellon University (Pulkit Grover et al., $19M+) - Johns Hopkins University Applied Physics Lab - Palo Alto Research Center (PARC) - Rice University - Teledyne Scientific These are not fringe labs. These are core defense contractors and elite universities building the future of thought-controlled drones, instant team cognition, "active cyber defense" via brain links, and unstated population scale neural influence. The Video You Just Watched Ties Directly In: Historical RF/microwave mind control research (Moscow Signal era) showing decades of precedent. The U.S. Embassy in Moscow was irradiated with microwaves 1953-1976. Result: cancers, blood disorders, neurological issues in ambassadors and staff. U.S. responded with its own programs (PANDORA, BIZARRE) exploring behavioral effects of modulated RF. This is the foundation N3 builds upon... now refined to nanoscale precision. From MKULTRA to N3 and Beyond: - 1950s-1970s: CIA MKULTRA, OPERATION ARTICHOKE - LSD, hypnosis, electroshock, sensory deprivation on unwitting citizens. Parallel DoD RF studies on embassy staff and primates. - Moscow Signal: Soviets beamed microwaves at U.S. diplomats. U.S. studied effects secretly while developing countermeasures/weapons. - 1980s-2000s: Continued classified neuro-weapons research (memory modulation, crowd control via EM). - 2010s-Now: N3 + related programs (INI - Intelligent Neural Interfaces, NESD, SUBNETS, etc.). Public "for soldiers" framing hides dual-use: offensive neurowarfare, surveillance, behavioral modification. Key Players Exposed: - DARPA Biological Technologies Office - Architects. - Program Managers: like Al Emondi (N3). - Advisers like Dr. James Giordano (public admissions on nanoscale brain disruption as weapons). - Contractors: Battelle, Teledyne, PARC (Xerox), universities weaponizing academia. - Overarching: U.S. DoD, with likely Five Eyes/ international partners. Private sector bleed-over (Neuralink et al. are the civilian cover story). This is not "for veterans" or "helping paralyzed people." Primary focus: able-bodied warfighters for superhuman command of swarms, instant intel fusion, thought-speed hacking. Civilian applications = total surveillance/control. Nanoparticles can be aerosolized; breathed in unknowingly. They lodge in brain tissue and turn neurons into transceivers. Infrared/light can then read thoughts in real-time or write commands (insert images, emotions, "voices," behavioral urges). Combine with 5G/6G terahertz networks for remote activation. Genetic edits make brains "compatible" at population scale. This enables: - Remote mind reading (thought surveillance). - Behavior modification without consent. - "Havana Syndrome" on steroids... targeted neurological disruption. - End of privacy of thought. End of free will as we define it, as professed by Yuval Noah Harari at the World Economic Forum (WEF). - Weaponized neuroscience: neurowarfare where enemies "decide" to surrender via neural influence. WE NEED to be Demanding Answers for RIGHT NOW, or You, Your Children, Loved Ones, Friends, Family, you name it... Will not exist in the next 3-5 years, this is OPEN GENOCIDE on populations globally. The Georgia guidestones are starting to make a bit more sense now arent they? I won't even bother diving down the rabbit hole of how the real true genuine numbed of souls in this world was around the 730m, about 2 years ago... So that number is now much likely to be closer to around 660m. They are speeding up their human eradication plans, because they don't wish to be held accountable for their heinous, generational, outright satanic crimes that they have committed, are committing and will continue to commit to... If we fail to awaken to what is happening around us, and if we fail to stand together with courage, discernment, and unity, we risk surrendering the future of our species to forces that thrive on division, distraction, and indifference. This is not a work of fiction. This is not a screenplay. This is not a distant possibility reserved for some imagined future. This is REAL LIFE. AND THESE ARE REAL PEOPLE that are affected by the systems, institutions, incentives, and decisions that shape the world around us every single day. Throughout history, countless men, women, and children have suffered under structures that viewed human beings not as sacred and sovereign individuals, but as resources to be managed, exploited, controlled, or discarded. The question before us is whether we will remain passive observers, or whether we will choose to become informed, engaged, and united in defense of human dignity, freedom, and the future we leave to those who come after us. The time to pay attention is NOW! When did N3 achieve operational capability? 2020s? Earlier in black programs? How many citizens worldwide have already received nanotransducers via vaccines, aerosols, food/water, or "shedding"? Which governments/contractors are deploying this against their own populations for "social control"? Why the secrecy if it's purely benevolent? Giordano and others have admitted weaponization potential, What if the greatest illusion ever sold was not a product, a policy, or a political movement, but the belief that power is fully accountable to the people it governs? We are told that rights are sacred. We are told that laws apply equally to all. We are told that institutions exist to protect the public. Yet throughout history, countless examples reveal a different reality. Those entrusted with authority have often violated the very principles they were sworn to uphold. Too often, power protects itself. Too often, wealth purchases influence. Too often, those responsible for the consequences of their decisions remain insulated from the suffering those decisions create. This is not a condemnation of every individual within every institution. It is an observation about a recurring pattern throughout human history. When power becomes concentrated, accountability diminishes and when accountability diminishes, corruption flourishes. The challenge before humanity is not merely to replace one group with another... It is to create a society in which truth matters more than propaganda, principles matter more than profit, and human dignity matters more than power. A free society cannot survive on blind trust alone. It requires informed citizens willing to question, investigate, challenge authority, and hold every institution to the standards it claims to represent. The future belongs to those who refuse to surrender their capacity for independent thought. WE MUST EDUCATE OURSELVES. There comes a moment in every human life when the identities we have inherited, the assumptions we have accepted, and the countless narratives imposed upon us by family, culture, institutions, and society begin to reveal themselves as incomplete representations of who we truly are. At that moment, a choice presents itself... We may continue moving through life according to expectations that were handed to us by others, or we may begin the far more demanding process of discovering what remains when every borrowed certainty is stripped away. Approach God with complete honesty and without reservation. Abandon the need to appear strong, knowledgeable, spiritually accomplished, or self-sufficient. Speak openly of your confusion, your failures, your fears, your doubts, your exhaustion, your grief, your shortcomings, and your deepest questions. Acknowledge that despite all of humanity's achievements, despite all accumulated knowledge, despite every title, accomplishment, possession, and ambition, there remain mysteries that cannot be conquered through intellect alone... Admit where your own understanding has reached its limits and ask sincerely for wisdom beyond yourself. Then withdraw from distraction and remain present long enough to listen. The modern world has become extraordinarily skilled at monopolizing attention, filling every moment with noise, stimulation, entertainment, conflict, urgency, and endless streams of information that leave little room for contemplation. Yet beneath that noise exists a depth that can only be encountered through stillness. It is often within periods of silence, reflection, prayer, and sincere self-examination that many discover insights, convictions, direction, and understanding that could never have emerged amid constant distraction. What answers arrive may not always come as words. They may arrive as conviction, clarity, intuition, compassion, understanding, or an unmistakable awareness of the next step that must be taken. Understand that you have not become the person you are by accident. Every hardship you have endured has contributed to your formation. Every disappointment has shaped your perspective. Every loss has expanded your capacity for empathy. Every mistake has carried a lesson. Every success has revealed something about your character. Every betrayal, every setback, every period of loneliness, every moment of despair, every obstacle that seemed impossible to overcome, and every occasion upon which life reduced you to your lowest point has participated in the continual process of your becoming. Nothing has been wasted. If you are willing, release the assumptions that have convinced humanity that the sacred must always remain distant, unreachable, and separated from daily existence. Release the belief that truth belongs exclusively to institutions, authorities, hierarchies, or those who claim unique access to the divine. Release the notion that the presence of God is confined to specific locations, specific rituals, specific traditions, or specific individuals. Instead, consider the possibility that the divine presence permeates existence itself, expressing through every dimension of creation, through every act of compassion, through every sincere pursuit of truth, through every expression of love, through every lesson hidden within suffering, and through every living thing that has ever participated in the unfolding story of life. Consider the possibility that God is Not absent from the Human experience but Intimately Present within it, experiencing existence alongside US, sharing in Every Joy, Every sorrow, Every triumph, Every wound, Every question, and Every struggle that has accompanied Humanity from the beginning of recorded history until this present moment. The task before US is therefore Not merely to believe more deeply, but to seek more Honestly, to learn more diligently, to question more courageously, to listen more carefully, to Love More Completely, and to become ever more Aligned with the highest truth we are capable of perceiving. Accept Nothing Less than the Fullest Realization of the purpose for which You were created, and devote Yourself to that pursuit with every faculty of mind, Heart, and Soul that has been entrusted to You. and DO NOTHING LESS. Furthermore, What is the full integration with AI (predictive neural control loops)? How do we detect and neutralize these systems in ourselves and Loved ones? Who ultimately controls the master kill-switch on global neural networks? If thoughts are readable/writable, what remains of "human rights"? Are you already affected? How would you even know? Continue through the comprehensive thread below and explore the interconnected material in its entirety. Each post serves as part of a larger body of research, analysis, observations, and supporting information that cannot be fully understood in isolation. The broader picture emerges only through careful examination of the complete sequence and the relationships between the ideas presented throughout. Take your time. Follow the references. Examine the evidence. Consider competing perspectives. Draw your own conclusions. The deeper you venture into the material, the more context becomes available, allowing individual pieces of information to connect into a far more expansive understanding of the subjects being discussed. This Constitutes Crimes Against Humanity on a Planetary Scale! The desecration of the sovereign mind... the last true sanctuary. SHARE THIS THREAD RELENTLESSLY. Demand full declassification of N3 and all neurotech programs... IMMEDIATELY! Support independent researchers exposing dual-use Psinergy-solafide. Protect your mind: minimize EM exposure, detox protocols (research zeolite, saunas, etc. though incomplete), awareness as first defense, = Cures to cancer and all diseases, FREE BOOKS. The era of invisible tyranny is here. They can read your mind. And they can change it. Will you let them? Or do we rise as sovereign consciousness and shut this down NOW? Check my Page or Reach out to me via DM, to Join Thousands of Readers that have already chosen to Embark on the New, Un-forseen way forward. Get yourself a FREE copy of The Book of God's Grief, and The Book of God's Joy, Repost. Research. Resist. The Future of Humanity Depends on it. Related content for you to look in to: - CMU Team: - Historical Moscow/RF: Search declassified archives on PANDORA project. - Giordano clips and papers widely available. Let me know what you think, and SHARE THIS so that others may too! And if You see This post, Reposted... Click on it, Unpost and then Repost again. The knowledge is now yours. Use it. And if you're not already following Noah B. Price... What the heck are you doing?! I Agape You ALL, 🫂 - Noah B. Price 🤍 🪽 If you possess relevant information, research, documentation, personal experiences, data, or credible sources relating to any of the subjects discussed throughout this thread, please feel free to contribute them. Meaningful progress is often achieved through the collective sharing of knowledge, and thoughtful contributions from others can help expand, refine, challenge, or strengthen our understanding of complex issues. Likewise, if you ever find yourself in need of someone to speak with, whether regarding the material presented here or for any other reason, please do not hesitate to reach out. While I cannot promise an immediate response, I will do my best to reply as soon as circumstances permit and to offer whatever guidance, perspective, or assistance I am able to provide. If You or someone You know is facing significant health challenges, including serious illnesses such as cancer, You are also welcome to reach out. While I do not claim to possess all the answers, I have spent the past 2 decades studying a broad range of subjects related to health, wellness, research, and human biology, and I will gladly share any information, resources, or avenues of investigation that may be worthy of further exploration. No one is meant to carry every burden alone, and there is often value in sharing knowledge, experiences, and perspectives in the sincere hope of helping one another move toward greater understanding, healing, and well-being.

Noah B. Price

20,426 Aufrufe • vor 3 Monaten

Moneytaur study blueprint 🗺️ The process I used to go from not knowing what an order block is to pulling cash from the crypto markets in under 6 months using 🎯 Master concepts. Proof of performance, past 120 days👇 Start date: 09/03/2025 Requirements: - A PC/laptop - Wifi - A basic understanding of trading. ( What candlesticks are, how to actually place trades , etc ) - A free mind - Time or the ability to free up time. Starting: - Structure and routine - Stick to that routine + Pre mortem plan. - Notion / Obsidian setup. The first thing you need to create is a clear routine moulded around how you intend to approach this very large and complex task. This will not be linear and you will naturally adapt it as you progress but especially in the beginning some resemblance of structure each day is vital. This is an individual process but it is important to understand from the beginning that this will require a majority of your free time assuming you work a full time Job or study as a student. For me in the beginning this looked like: - Wake up at 6:30. - Shower - Study/work for 1h 45m before leaving for work. - 09:00 -> 17:00 work - 17:30 Exercise / Train - Eat - 19:00 resume study/work - 22:30 Start to wind down and get ready to sleep. It changed several times over the months and especially now I am full time but this is irrelevant, the only thing that matters is sticking with what you choose. Whatever your own routine may look like, it is important to understand it will inevitably require sacrifice. --- The next thing once you have established a draft framework of your routine is ensuring you will actually stick to that routine. Something I implemented which I found particularly beneficial was the concept of a Pre-Mortem plan. This involves creating several scenarios of a future in which you have failed and working backwards from each of these to find where it went wrong. Here is a video which explains it fully: When I did this I came up with 3 scenarios as well as prevention and cure for each. In the 6 months that followed each scenario presented at some point but I was able to catch them early due to having done this. The last thing is to not over complicate this, don't hyper focus on systems and loose momentum optimizing each detail. Just ensure you do the fucking work. I was a little guilty of the above at times, trying to craft the perfect routine. In reality the person who just gets up, drinks too much coffee and works his ass off out performs the workflow perfectionist who visualizes and repeats affirmations, any day of the week. --- Next you need somewhere to store your notes, journal your trades and build your knowledge. For me this was Obsidian but I have also used Notion before and it is an equally viable option. Whichever one of these you choose be warned you will inevitably want to bang your head against a wall trying to use them for the first few days, but they will both click pretty quick and are 100% better options the word document or paper alternative. Here is my full obsidian setup tutorial: Here is a link to MisterPA 's notion Journal: Here is how I create "Meta-Notes" using obsidian: The process: - How I did it. - How I would do it if doing it again. Now I did things the "hard way" and manually worked my way back through each of MT's tweets starting in 2021, reading every one and logging those that I felt where relevant. You can see in my first post: the very first system I used to do this. I quickly adapted though after about a week and focused less on just logging each relevant tweet but trying to find and focusing on those which contained the most information. There where a lot of charts I looked at then skipped over because especially at the start of his timeline they contained little useful information and my time was better spent finding those where there was something to decode. Now this does not mean skip out on "work" just use your time efficiently. -- If however if I was to start from the beginning again with the goal of levelling up technical understanding as quickly as possible I would take a different approach. To start with I would familiarise myself with all relevant SMC concepts, I have linked the best free recourses for this below 👇 CryptoChase beginner friendly index: Barncore's "The Moneytaur Way" series: Gian's Trading bootcamp playlist: Following this I would then work through all of Taur's subscription posts working backwards, recreating his charts and taking notes on his logic. The subscription feed has the highest value density and least noise. Video example of my notes from his subscription posts 👇: --- Okay so now once you have a basic understanding of concepts and can re-recreate them on charts of your own it is time to put this in to practice. The next step is vigorous backtesting, you can use the trading view tool but I think trade Zella offers a more use friendly option if you pay for the subscription. Especially as it allows you to change timeframes without skipping ahead to candle close time of the timeframe you change too ( like Trading view does ) *my only note would be that their LTF/Micro TF data feed with be different to brokerage charts you will use on Trading view, to start with though you should not be going low enough that this is an issue. When you backtest in this context, treat it like real trading. That means journal and logging like you would if real cash was on the line. Take time, do not rush and focus on quality. Stick to BTC, ETH, Major FX pairs or indices as these assets are less reliant on confluence, backtesting a shitcoin is near useless as whether levels work or not will be highly dependent on Majors PA. Go on HTF, scroll back a couple years and try not too look at chart while doing so and then begin. Start with HTF analysis and work down to 2H or wherever you feel comfortable, chart it fully and then identify setups. Make rough notes / plans and then press play, execute the setups as they hit, log and journal trade management as well as observations and key notes. It is very important to not cheat when you do this, do not skip back and adjust your stoploss because it hit by 0.1%, do not skip back and adjust plan because you missed a block and your TP got frontrun. Instead these are the things you journal, embrace these mistakes because they are the cheapest mistakes you are going to make. Grind this, do it for hours, put some music on and enjoy. To start with focus on HTF's, as you get better and start netting $ on paper you can drop the timeframes and increase the difficulty. HTF = Normal, MTF = Medium, LTF = Hard. Even if you do not intend to day trade, learning how to read the lower TF's that force you to think faster, harder and prepare you for lower win rates / loss streaks can greatly improve your ability on higher TF's. While you are doing this as you start to have concepts click you now want to build up your real trading experience, take a sum of money that you care about but will be okay loosing and dedicate this to live trading. Start taking real trades and expect net losses in the beginning. This is where you will make you 2nd cheapest mistakes. This is also where you can begin to learn about your psychology. You may encounter some elements already in backtesting but the real market is where true colours really start to show. Mental issues are inevitable and part of the game, get used to them and start working to identify and fix them. Reading and applying books like Trading in the Zone and Mental Game of Trading are important and will help a lot but there is no easy fix, for some stuff you I believe you just have to get used to it and it goes away with experience. Losses suck at the beginning but after you loose 100 times you starting getting pretty numb to it, same goes for the winners. To accelerate the learning process, build connections and get advice there is also always the option of private groups, while I never personally chose this route and committed to learning everything through my own endeavours there is no denying that having nearly all the information you need structured and compiled in one place is valuable and can save time. Beyond this having access to real time thoughts and opinions of profitable traders can accelerate performance, however it carries the risk of being a double edged sword if not used properly, if relying on it like a crutch and using it as a substitute for real work you will not succeed. With that said if you take it for what it is, a learning opportunity then I believe it can be very beneficial. I am not a member of, nor affiliated with any paid group. There are now many options available within the community, all run by different people with different styles, tailored to different needs. If I was to make a recommendation though, as a non-member, it would be Albert & Co's 618'ers simply due to the diversity in styles of the traders running it and results I have seen from members I know personally. It is important that as you start to trade with real capital you reduce noise in your social feeds or eliminate it all together. You do not need 5 different opinions, you also do not need 2 people telling you the same thing in their own way so you feel re-assured. What you do need is to develop your independent thinking as a trader and be comfortable making different decisions to others, even traders ahead of yourself if it fits with your system or understanding of market. Taur here is perhaps an exception as this is who you are learning from but down the line a real test of your own ability and independence will be being able to stick with your own plan even when it differs from his. Don't get me wrong, counter trading him is retarded but you must learn to adapt his gift to your own style. This will make sense at some point. The next stage is taking your understanding of specific concepts to higher level as you simultaneously snowball experience. Look back through your journal and review where you lost money and made money, do not over extrapolate from a small sample but start to take notes and observe if trends in performance emerge. This is the beginning of the transition to self reliance, you now understand the strategy but must learn for yourself when and where it works. Here you can also learn more nuanced secondary concepts such as VSA, orderflow etc and add these to your game where appropriate. Do NOT get lost in the sauce though and remember mastery of basics is key. IMO a big focus should be understanding correlation thoroughly but especially on HTF's this is the most important thing and what triggers the majority of large swings where most of your cash will be made and losses recovered. Some people will disagree with me here but IMO you should also not be *focusing* on Odd TF's. These are secondary at best and most people overweight their significance leading to avoidable losses while wondering why price did not care about their 327minute Breaker Block which they think is the key to the market. Study Taurs feed and take note of how he mostly uses: 3M, 1M, 3W, 2W, 1W, 5D, 4D, 3D, 2D, 1D, 12H, 8H, 6H, 4H, 2H, 1H, 30m, 15m + micro time frames. The only thing left is time and repetition, you must show up each day and really do this, for months. Maybe you start to see result's, you catch your first key swing and where able to trade where others froze. Congratulations. Learn from these winners and repeat the actions. Find what assets work best for you, find your style, refine and grow. --- The last thing I will include is a short list of tools or links that can be helpful. - Trading view tutorial: - Dictionary: - Market news Calendar: --- Thank you too all those who have read this, I hope this has been helpful for the beginners who want to start but are just not sure how. 🫶 Don't just bookmark this and move on, start 🙃
0:38

Moneytaur study blueprint 🗺️ The process I used to go from not knowing what an order block is to pulling cash from the crypto markets in under 6 months using 🎯 Master concepts. Proof of performance, past 120 days👇 Start date: 09/03/2025 Requirements: - A PC/laptop - Wifi - A basic understanding of trading. ( What candlesticks are, how to actually place trades , etc ) - A free mind - Time or the ability to free up time. Starting: - Structure and routine - Stick to that routine + Pre mortem plan. - Notion / Obsidian setup. The first thing you need to create is a clear routine moulded around how you intend to approach this very large and complex task. This will not be linear and you will naturally adapt it as you progress but especially in the beginning some resemblance of structure each day is vital. This is an individual process but it is important to understand from the beginning that this will require a majority of your free time assuming you work a full time Job or study as a student. For me in the beginning this looked like: - Wake up at 6:30. - Shower - Study/work for 1h 45m before leaving for work. - 09:00 -> 17:00 work - 17:30 Exercise / Train - Eat - 19:00 resume study/work - 22:30 Start to wind down and get ready to sleep. It changed several times over the months and especially now I am full time but this is irrelevant, the only thing that matters is sticking with what you choose. Whatever your own routine may look like, it is important to understand it will inevitably require sacrifice. --- The next thing once you have established a draft framework of your routine is ensuring you will actually stick to that routine. Something I implemented which I found particularly beneficial was the concept of a Pre-Mortem plan. This involves creating several scenarios of a future in which you have failed and working backwards from each of these to find where it went wrong. Here is a video which explains it fully: When I did this I came up with 3 scenarios as well as prevention and cure for each. In the 6 months that followed each scenario presented at some point but I was able to catch them early due to having done this. The last thing is to not over complicate this, don't hyper focus on systems and loose momentum optimizing each detail. Just ensure you do the fucking work. I was a little guilty of the above at times, trying to craft the perfect routine. In reality the person who just gets up, drinks too much coffee and works his ass off out performs the workflow perfectionist who visualizes and repeats affirmations, any day of the week. --- Next you need somewhere to store your notes, journal your trades and build your knowledge. For me this was Obsidian but I have also used Notion before and it is an equally viable option. Whichever one of these you choose be warned you will inevitably want to bang your head against a wall trying to use them for the first few days, but they will both click pretty quick and are 100% better options the word document or paper alternative. Here is my full obsidian setup tutorial: Here is a link to MisterPA 's notion Journal: Here is how I create "Meta-Notes" using obsidian: The process: - How I did it. - How I would do it if doing it again. Now I did things the "hard way" and manually worked my way back through each of MT's tweets starting in 2021, reading every one and logging those that I felt where relevant. You can see in my first post: the very first system I used to do this. I quickly adapted though after about a week and focused less on just logging each relevant tweet but trying to find and focusing on those which contained the most information. There where a lot of charts I looked at then skipped over because especially at the start of his timeline they contained little useful information and my time was better spent finding those where there was something to decode. Now this does not mean skip out on "work" just use your time efficiently. -- If however if I was to start from the beginning again with the goal of levelling up technical understanding as quickly as possible I would take a different approach. To start with I would familiarise myself with all relevant SMC concepts, I have linked the best free recourses for this below 👇 CryptoChase beginner friendly index: Barncore's "The Moneytaur Way" series: Gian's Trading bootcamp playlist: Following this I would then work through all of Taur's subscription posts working backwards, recreating his charts and taking notes on his logic. The subscription feed has the highest value density and least noise. Video example of my notes from his subscription posts 👇: --- Okay so now once you have a basic understanding of concepts and can re-recreate them on charts of your own it is time to put this in to practice. The next step is vigorous backtesting, you can use the trading view tool but I think trade Zella offers a more use friendly option if you pay for the subscription. Especially as it allows you to change timeframes without skipping ahead to candle close time of the timeframe you change too ( like Trading view does ) *my only note would be that their LTF/Micro TF data feed with be different to brokerage charts you will use on Trading view, to start with though you should not be going low enough that this is an issue. When you backtest in this context, treat it like real trading. That means journal and logging like you would if real cash was on the line. Take time, do not rush and focus on quality. Stick to BTC, ETH, Major FX pairs or indices as these assets are less reliant on confluence, backtesting a shitcoin is near useless as whether levels work or not will be highly dependent on Majors PA. Go on HTF, scroll back a couple years and try not too look at chart while doing so and then begin. Start with HTF analysis and work down to 2H or wherever you feel comfortable, chart it fully and then identify setups. Make rough notes / plans and then press play, execute the setups as they hit, log and journal trade management as well as observations and key notes. It is very important to not cheat when you do this, do not skip back and adjust your stoploss because it hit by 0.1%, do not skip back and adjust plan because you missed a block and your TP got frontrun. Instead these are the things you journal, embrace these mistakes because they are the cheapest mistakes you are going to make. Grind this, do it for hours, put some music on and enjoy. To start with focus on HTF's, as you get better and start netting $ on paper you can drop the timeframes and increase the difficulty. HTF = Normal, MTF = Medium, LTF = Hard. Even if you do not intend to day trade, learning how to read the lower TF's that force you to think faster, harder and prepare you for lower win rates / loss streaks can greatly improve your ability on higher TF's. While you are doing this as you start to have concepts click you now want to build up your real trading experience, take a sum of money that you care about but will be okay loosing and dedicate this to live trading. Start taking real trades and expect net losses in the beginning. This is where you will make you 2nd cheapest mistakes. This is also where you can begin to learn about your psychology. You may encounter some elements already in backtesting but the real market is where true colours really start to show. Mental issues are inevitable and part of the game, get used to them and start working to identify and fix them. Reading and applying books like Trading in the Zone and Mental Game of Trading are important and will help a lot but there is no easy fix, for some stuff you I believe you just have to get used to it and it goes away with experience. Losses suck at the beginning but after you loose 100 times you starting getting pretty numb to it, same goes for the winners. To accelerate the learning process, build connections and get advice there is also always the option of private groups, while I never personally chose this route and committed to learning everything through my own endeavours there is no denying that having nearly all the information you need structured and compiled in one place is valuable and can save time. Beyond this having access to real time thoughts and opinions of profitable traders can accelerate performance, however it carries the risk of being a double edged sword if not used properly, if relying on it like a crutch and using it as a substitute for real work you will not succeed. With that said if you take it for what it is, a learning opportunity then I believe it can be very beneficial. I am not a member of, nor affiliated with any paid group. There are now many options available within the community, all run by different people with different styles, tailored to different needs. If I was to make a recommendation though, as a non-member, it would be Albert & Co's 618'ers simply due to the diversity in styles of the traders running it and results I have seen from members I know personally. It is important that as you start to trade with real capital you reduce noise in your social feeds or eliminate it all together. You do not need 5 different opinions, you also do not need 2 people telling you the same thing in their own way so you feel re-assured. What you do need is to develop your independent thinking as a trader and be comfortable making different decisions to others, even traders ahead of yourself if it fits with your system or understanding of market. Taur here is perhaps an exception as this is who you are learning from but down the line a real test of your own ability and independence will be being able to stick with your own plan even when it differs from his. Don't get me wrong, counter trading him is retarded but you must learn to adapt his gift to your own style. This will make sense at some point. The next stage is taking your understanding of specific concepts to higher level as you simultaneously snowball experience. Look back through your journal and review where you lost money and made money, do not over extrapolate from a small sample but start to take notes and observe if trends in performance emerge. This is the beginning of the transition to self reliance, you now understand the strategy but must learn for yourself when and where it works. Here you can also learn more nuanced secondary concepts such as VSA, orderflow etc and add these to your game where appropriate. Do NOT get lost in the sauce though and remember mastery of basics is key. IMO a big focus should be understanding correlation thoroughly but especially on HTF's this is the most important thing and what triggers the majority of large swings where most of your cash will be made and losses recovered. Some people will disagree with me here but IMO you should also not be *focusing* on Odd TF's. These are secondary at best and most people overweight their significance leading to avoidable losses while wondering why price did not care about their 327minute Breaker Block which they think is the key to the market. Study Taurs feed and take note of how he mostly uses: 3M, 1M, 3W, 2W, 1W, 5D, 4D, 3D, 2D, 1D, 12H, 8H, 6H, 4H, 2H, 1H, 30m, 15m + micro time frames. The only thing left is time and repetition, you must show up each day and really do this, for months. Maybe you start to see result's, you catch your first key swing and where able to trade where others froze. Congratulations. Learn from these winners and repeat the actions. Find what assets work best for you, find your style, refine and grow. --- The last thing I will include is a short list of tools or links that can be helpful. - Trading view tutorial: - Dictionary: - Market news Calendar: --- Thank you too all those who have read this, I hope this has been helpful for the beginners who want to start but are just not sure how. 🫶 Don't just bookmark this and move on, start 🙃

Ace

45,674 Aufrufe • vor 10 Monaten

Warren Buffett turns 93 today! To celebrate, I'm sharing the greatest lecture he ever gave together with his 94 (!) best investment quotes. 1. Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. 2. Diversification is a protection against ignorance. It makes very little sense for those who know what they're doing. 3. Do not take yearly results too seriously. Instead, focus on four or five-year averages. 4. All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies. 5. American business - and consequently a basket of stocks - is virtually certain to be worth far more in the years ahead. 6. An investor should act as though he had a lifetime decision card with just twenty punches on it. 7. And so the important thing we do with managers, generally, is to find the .400 hitters and then not tell them how to swing. 8. The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 9. Bitcoin has no unique value at all. 10. Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market. 11. The years ahead will occasionally deliver major market declines - even panics - that will affect virtually all stocks. No one can tell you when these traumas will occur. 12. I insist on a lot of time being spent, almost every day, to just sit and think. That is very uncommon in American business. 13. Buy companies with strong histories of profitability and with a dominant business franchise. 14. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments. 15. I believe in giving my kids enough so they can do anything, but not so much that they can do nothing. 16. The world went mad. What we learn from history is that people don’t learn from history. 17. The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. 18. Among the various propositions offered to you, if you invested in a very low cost index fund - where you don't put the money in at one time, but average in over 10 years - you'll do better than 90% of people who start investing at the same time. 19. Because if you're wrong and rates go to 2 percent, which I don't think they will, you pay it off. It's a one-way renegotiation. It is an incredibly attractive instrument for the homeowner and you've got a one-way bet. 20. Cash is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent. 21. Don't get caught up with what other people are doing. Being a contrarian isn't the key but being a crowd follower isn't either. You need to detach yourself emotionally. 22. For 240 years it's been a terrible mistake to bet against America, and now is no time to start. 23. I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. 24. I have no views as to where it (gold) will be, but the one thing I can tell you is it won't do anything between now and then except look at you. Whereas, you know, Coca-Cola will be making money, and I think Wells Fargo will be making a lot of money, and there will be a lot -- and it's a lot -- it's a lot better to have a goose that keeps laying eggs than a goose that just sits there and eats insurance and storage and a few things like that. 25. I just sit in my office and read all day. 26. I won't say if my candidate doesn't win, and probably half the time they haven't, I'm going to take my ball and go home 27. If returns are going to be 7 or 8 percent and you're paying 1 percent for fees, that makes an enormous difference in how much money you're going to have in retirement. 28. We want products where people feel like kissing you instead of slapping you. 29. If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes. 30. The most important investment you can make is one in yourself. 31. If you buy things you do not need, soon you will have to sell things you need. 32. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. 33. If you like spending six to eight hours per week working on investments, do it. If you don't, then dollar-cost average into index funds. 34. If you're in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. 35. If you're smart, you're going to make a lot of money without borrowing. 36. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497. 37. In the 54 years (Charlie Munger and I) have worked together, we have never forgone an attractive purchase because of the macro or political environment, or the views of other people. In fact, these subjects never come up when we make decisions 38. In the business world, the rearview mirror is always clearer than the windshield. 39. Investors should remember that excitement and expenses are their enemies. 40. It is a terrible mistake for investors with long-term horizons to measure their investment 'risk' by their portfolio's ratio of bonds to stocks. 41. It is not necessary to do extraordinary things to get extraordinary results. 42. It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently. 43. The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worth less over time. But good businesses are going to become worth more over time. 44. It's been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. 45. It's better to hang out with people better than you. Pick out associates whose behavior is better than yours and you'll drift in that direction. 46. It's better to have a partial interest in the Hope diamond than to own all of a rhinestone. 47. It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. 48. Just pick a broad index like the S&P 500. Don't put your money in all at once; do it over a period of time. 49. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no”. 50. Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless. 51. Many management teams are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares. 52. The difference between successful people and really successful people is that really successful people say no to almost everything. 53. Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well. 54. Never invest in a business you cannot understand. 55. Your premium brand had better be delivering something special, or it’s not going to get the business. 56. One can best prepare themselves for the economic future by investing in your own education. If you study hard and learn at a young age, you will be in the best circumstances to secure your future. 57. The most important thing to do if you find yourself in a hole is to stop digging. 58. One thing that could help would be to write down the reason you are buying a stock before your purchase. Write down "I am buying Microsoft at $300 billion because..." Force yourself to write this down. It clarifies your mind and discipline. 59. Only when the tide goes out do you discover who's been swimming naked. 60. Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. 61. Price is what you pay. Value is what you get. 62. Read 500 pages like this every day. That's how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it. 63. Risk comes from not knowing what you're doing. 64. If a business does well, the stock eventually follows. 65. Since I know of no way to reliably predict market movements, I recommend that you purchase Berkshire shares only if you expect to hold them for at least five years. Those who seek short-term profits should look elsewhere. 66. Someone's sitting in the shade today because someone planted a tree a long time ago 67. The best thing that happens to us is when a great company gets into temporary trouble... We want to buy them when they're on the operating table. 68. Speculation is most dangerous when it looks easiest. 69. Stay away from it. It's a mirage, basically...The idea that it has some huge intrinsic value is a joke in my view. 70. The best chance to deploy capital is when things are going down. 71. The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch. 72. There is nothing wrong with a 'know nothing' investor who realizes it. The problem is when you are a 'know nothing' investor but you think you know something. 73. This does not bother Charlie and me. Indeed, we enjoy such price declines if we have funds available to increase our positions. 74. Too-big-to-fail is not a fallback position at Berkshire. Instead, we will always arrange our affairs so that any requirements for cash we may conceivably have will be dwarfed by our own liquidity. 75. There are all kinds of businesses that Charlie and I don’t understand, but that doesn’t cause us to stay up at night. It just means we go on to the next one, and that’s what the individual investor should do. 76. You can’t buy what is popular and do well. 77. We never want to count on the kindness of strangers in order to meet tomorrow's obligations. When forced to choose, I will not trade even a night's sleep for the chance of extra profits. 78. We will reject interesting opportunities rather than over-leverage our balance sheet. 79. We've long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children. 80. What is smart at one price is stupid at another. 81. What we learn from history is that people don't learn from history. 82. When stock can be bought below a business's value it is probably the best use of cash. 83. When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. 84. When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. 85. When you have able managers of high character running businesses about which they are passionate, you can have a dozen or more reporting to you and still have time for an afternoon nap. Conversely, if you have even one person reporting to you who is deceitful, inept or uninterested, you will find yourself with more than you can handle. 86. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down. 87. Widespread fear is your friend as an investor because it serves up bargain purchases. 88. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. 89. You can't borrow money at 18 or 20 percent and come out ahead. 90. You can't produce a baby in one month by getting nine women pregnant. 91. The most important quality for an investor is temperament, not intellect… You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 92. You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. You only have to be able to evaluate companies within your circle of competence. 93. The size of your circle of competence is not very important; knowing its boundaries, however, is vital.
1:12:41

Warren Buffett turns 93 today! To celebrate, I'm sharing the greatest lecture he ever gave together with his 94 (!) best investment quotes. 1. Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. 2. Diversification is a protection against ignorance. It makes very little sense for those who know what they're doing. 3. Do not take yearly results too seriously. Instead, focus on four or five-year averages. 4. All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies. 5. American business - and consequently a basket of stocks - is virtually certain to be worth far more in the years ahead. 6. An investor should act as though he had a lifetime decision card with just twenty punches on it. 7. And so the important thing we do with managers, generally, is to find the .400 hitters and then not tell them how to swing. 8. The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 9. Bitcoin has no unique value at all. 10. Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market. 11. The years ahead will occasionally deliver major market declines - even panics - that will affect virtually all stocks. No one can tell you when these traumas will occur. 12. I insist on a lot of time being spent, almost every day, to just sit and think. That is very uncommon in American business. 13. Buy companies with strong histories of profitability and with a dominant business franchise. 14. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments. 15. I believe in giving my kids enough so they can do anything, but not so much that they can do nothing. 16. The world went mad. What we learn from history is that people don’t learn from history. 17. The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. 18. Among the various propositions offered to you, if you invested in a very low cost index fund - where you don't put the money in at one time, but average in over 10 years - you'll do better than 90% of people who start investing at the same time. 19. Because if you're wrong and rates go to 2 percent, which I don't think they will, you pay it off. It's a one-way renegotiation. It is an incredibly attractive instrument for the homeowner and you've got a one-way bet. 20. Cash is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent. 21. Don't get caught up with what other people are doing. Being a contrarian isn't the key but being a crowd follower isn't either. You need to detach yourself emotionally. 22. For 240 years it's been a terrible mistake to bet against America, and now is no time to start. 23. I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. 24. I have no views as to where it (gold) will be, but the one thing I can tell you is it won't do anything between now and then except look at you. Whereas, you know, Coca-Cola will be making money, and I think Wells Fargo will be making a lot of money, and there will be a lot -- and it's a lot -- it's a lot better to have a goose that keeps laying eggs than a goose that just sits there and eats insurance and storage and a few things like that. 25. I just sit in my office and read all day. 26. I won't say if my candidate doesn't win, and probably half the time they haven't, I'm going to take my ball and go home 27. If returns are going to be 7 or 8 percent and you're paying 1 percent for fees, that makes an enormous difference in how much money you're going to have in retirement. 28. We want products where people feel like kissing you instead of slapping you. 29. If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes. 30. The most important investment you can make is one in yourself. 31. If you buy things you do not need, soon you will have to sell things you need. 32. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. 33. If you like spending six to eight hours per week working on investments, do it. If you don't, then dollar-cost average into index funds. 34. If you're in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. 35. If you're smart, you're going to make a lot of money without borrowing. 36. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497. 37. In the 54 years (Charlie Munger and I) have worked together, we have never forgone an attractive purchase because of the macro or political environment, or the views of other people. In fact, these subjects never come up when we make decisions 38. In the business world, the rearview mirror is always clearer than the windshield. 39. Investors should remember that excitement and expenses are their enemies. 40. It is a terrible mistake for investors with long-term horizons to measure their investment 'risk' by their portfolio's ratio of bonds to stocks. 41. It is not necessary to do extraordinary things to get extraordinary results. 42. It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently. 43. The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worth less over time. But good businesses are going to become worth more over time. 44. It's been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. 45. It's better to hang out with people better than you. Pick out associates whose behavior is better than yours and you'll drift in that direction. 46. It's better to have a partial interest in the Hope diamond than to own all of a rhinestone. 47. It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. 48. Just pick a broad index like the S&P 500. Don't put your money in all at once; do it over a period of time. 49. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no”. 50. Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless. 51. Many management teams are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares. 52. The difference between successful people and really successful people is that really successful people say no to almost everything. 53. Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well. 54. Never invest in a business you cannot understand. 55. Your premium brand had better be delivering something special, or it’s not going to get the business. 56. One can best prepare themselves for the economic future by investing in your own education. If you study hard and learn at a young age, you will be in the best circumstances to secure your future. 57. The most important thing to do if you find yourself in a hole is to stop digging. 58. One thing that could help would be to write down the reason you are buying a stock before your purchase. Write down "I am buying Microsoft at $300 billion because..." Force yourself to write this down. It clarifies your mind and discipline. 59. Only when the tide goes out do you discover who's been swimming naked. 60. Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. 61. Price is what you pay. Value is what you get. 62. Read 500 pages like this every day. That's how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it. 63. Risk comes from not knowing what you're doing. 64. If a business does well, the stock eventually follows. 65. Since I know of no way to reliably predict market movements, I recommend that you purchase Berkshire shares only if you expect to hold them for at least five years. Those who seek short-term profits should look elsewhere. 66. Someone's sitting in the shade today because someone planted a tree a long time ago 67. The best thing that happens to us is when a great company gets into temporary trouble... We want to buy them when they're on the operating table. 68. Speculation is most dangerous when it looks easiest. 69. Stay away from it. It's a mirage, basically...The idea that it has some huge intrinsic value is a joke in my view. 70. The best chance to deploy capital is when things are going down. 71. The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch. 72. There is nothing wrong with a 'know nothing' investor who realizes it. The problem is when you are a 'know nothing' investor but you think you know something. 73. This does not bother Charlie and me. Indeed, we enjoy such price declines if we have funds available to increase our positions. 74. Too-big-to-fail is not a fallback position at Berkshire. Instead, we will always arrange our affairs so that any requirements for cash we may conceivably have will be dwarfed by our own liquidity. 75. There are all kinds of businesses that Charlie and I don’t understand, but that doesn’t cause us to stay up at night. It just means we go on to the next one, and that’s what the individual investor should do. 76. You can’t buy what is popular and do well. 77. We never want to count on the kindness of strangers in order to meet tomorrow's obligations. When forced to choose, I will not trade even a night's sleep for the chance of extra profits. 78. We will reject interesting opportunities rather than over-leverage our balance sheet. 79. We've long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children. 80. What is smart at one price is stupid at another. 81. What we learn from history is that people don't learn from history. 82. When stock can be bought below a business's value it is probably the best use of cash. 83. When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. 84. When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. 85. When you have able managers of high character running businesses about which they are passionate, you can have a dozen or more reporting to you and still have time for an afternoon nap. Conversely, if you have even one person reporting to you who is deceitful, inept or uninterested, you will find yourself with more than you can handle. 86. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down. 87. Widespread fear is your friend as an investor because it serves up bargain purchases. 88. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. 89. You can't borrow money at 18 or 20 percent and come out ahead. 90. You can't produce a baby in one month by getting nine women pregnant. 91. The most important quality for an investor is temperament, not intellect… You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 92. You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. You only have to be able to evaluate companies within your circle of competence. 93. The size of your circle of competence is not very important; knowing its boundaries, however, is vital.

Compounding Quality

621,097 Aufrufe • vor 3 Jahren

Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, do it now. If you have, it's worth re-watching. Here is a list of my favorite quotes from Li Lu 👇 PERSONALITY OF A VALUE INVESTOR • "Understand who you are as an investor, because you will be tested. You will have to ask yourself if you truly are a value investor." • "Value investing goes against our evolution of following the crowds to survive." • "You will spend most of your time as an investigative journalist. To have insatiable curiosity." • "You almost have to be curious about everything. Because you never know where you'll get that one major insight." INVESTOR CRITERIA • Is it cheap? • Is it a good business? • Why is this opportunity available to me? "Once you answer those questions, you really have to go for it." INVESTMENT CASE STUDY 1: TIMBERLAND • "The first thing I check in a company is it's valuation." • "If you're an investor you don't care where it traded before." • "What matters isn't the price-to-book ratio itself, but what's in the book value." • "You want to compare the capital invested in the business to how much pre-tax cash flow the business generates using that capital." • "So Timberland generated $100M on $200M in capital invested. So why does the opportunity exist?" - Nike, Reebok, all the shoe brands fell off a cliff during the Asian Financial Crisis. - Founder owns 40% of the stock - Company was profitable and didn't need financial markets (no sell-side) - Tons of shareholder lawsuits • "What would be your conclusion if you were a normal mutual fund hearing this information? That management is milking the company for their own gain." What does Li Lu do next? • "I download every file of the shareholder court cases. That's the investigative journalist part." • "The result was that the founder withdrew guidance and shareholders didn't like it. That was it." How do you determine if management are decent people? • "You've got to be an investigative journalist and find the trail of evidence. Go to their community. Introduce yourself to their friends/family/neighbors." Total Time Commitment: "A couple of weeks of diligent/obsessive work" • "Investing is intensive work for short bursts of time." HOW MUCH TO BUY? • "If you go join a fund, they'll tell you not to risk anything more than 25-50bps." • "Think about how much effort you put in to this work. You have no downside and its trading at 5x profits." • "So, I put a shitload of money into Timberland. Over the next 10 years it went up 7x. It was never more than 15x earnings." • "If you're not a good analyst, you'll NEVER be a good investor." • "When it goes up, you don't have to do a damn thing. You just sit on it and ride with it." INVESTMENT CASE STUDY 2: KOREAN COMPANY • "Don't think about per-share numbers. Think of yourself as an owner." • "$236M in book value, $60M market cap, $25M net earnings." How do you know it's cheap? • "You must confirm that the earnings are there, and that the book value is real, liquid, and tangible." • "They're trading at the cash value in the bank with no debt. They have hotels and department stores that they own outright. They're making $30M+ in pre-tax earnings. And insiders own 50%." The result: Went up 5-6x VALUE INVESTING IS NOT NATURAL • "There's a lot of money in value investing. But it's still unnatural to most people." • "One thing you have to do, is you have to do the work. You have to do the reps. You can make a ton of money if you really do this stuff." • "I benefited by listening AND THEN DOING my own work. Making my own investments and mistakes." WHAT MAKES A GREAT ANALYST • "You must provide accurate and complete information. If you can't succeed on that, you can't succeed in this business." • "If you're not confident about your prediction and what you know, you can't put any money when the stock's in free fall." WHAT PROVIDES THE BIGGEST RETURNS • "Your biggest returns will come from no more than ten tremendous insights. That's it." • "The only way to build those insights is intense curiosity, intense study." INVESTING MISTAKES • "The biggest mistakes come when you buy before you've done all the work." • "My biggest mistakes aren't buying and losing money. It's not buying and missing out on 50-60x returns." HOW MANY COMPANIES SHOULD YOU BUY • "I don't have any set rules on how many stocks or companies I buy. Opportunities are sporadic and it depends on the environment." • "I usually have 3-4 big ideas. If the market is exciting, I have more opportunities. Or if the market is boring, I have fewer." HOW LI LU ALLOCATES TIME • "Most of the time I spend reading and studying about everything. Learning new companies and industries." • "If I find an idea that captivates me. I stop everything and obsess over that idea." • "Besides that, I spend a lot of time with my kid and my wife." TL;DR: • Be an investigative journalist. • Work obsessively in short bursts and spend the rest. of your time learning. • When you've done the work and have conviction, buy a shitload to make it worth it. • Before you invest $1, make sure you can answer the three big questions: Is it cheap, is the management team good, and why does the opportunity exist. • Never stop learning. • Become a curiosity machine.
1:40:32

Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, do it now. If you have, it's worth re-watching. Here is a list of my favorite quotes from Li Lu 👇 PERSONALITY OF A VALUE INVESTOR • "Understand who you are as an investor, because you will be tested. You will have to ask yourself if you truly are a value investor." • "Value investing goes against our evolution of following the crowds to survive." • "You will spend most of your time as an investigative journalist. To have insatiable curiosity." • "You almost have to be curious about everything. Because you never know where you'll get that one major insight." INVESTOR CRITERIA • Is it cheap? • Is it a good business? • Why is this opportunity available to me? "Once you answer those questions, you really have to go for it." INVESTMENT CASE STUDY 1: TIMBERLAND • "The first thing I check in a company is it's valuation." • "If you're an investor you don't care where it traded before." • "What matters isn't the price-to-book ratio itself, but what's in the book value." • "You want to compare the capital invested in the business to how much pre-tax cash flow the business generates using that capital." • "So Timberland generated $100M on $200M in capital invested. So why does the opportunity exist?" - Nike, Reebok, all the shoe brands fell off a cliff during the Asian Financial Crisis. - Founder owns 40% of the stock - Company was profitable and didn't need financial markets (no sell-side) - Tons of shareholder lawsuits • "What would be your conclusion if you were a normal mutual fund hearing this information? That management is milking the company for their own gain." What does Li Lu do next? • "I download every file of the shareholder court cases. That's the investigative journalist part." • "The result was that the founder withdrew guidance and shareholders didn't like it. That was it." How do you determine if management are decent people? • "You've got to be an investigative journalist and find the trail of evidence. Go to their community. Introduce yourself to their friends/family/neighbors." Total Time Commitment: "A couple of weeks of diligent/obsessive work" • "Investing is intensive work for short bursts of time." HOW MUCH TO BUY? • "If you go join a fund, they'll tell you not to risk anything more than 25-50bps." • "Think about how much effort you put in to this work. You have no downside and its trading at 5x profits." • "So, I put a shitload of money into Timberland. Over the next 10 years it went up 7x. It was never more than 15x earnings." • "If you're not a good analyst, you'll NEVER be a good investor." • "When it goes up, you don't have to do a damn thing. You just sit on it and ride with it." INVESTMENT CASE STUDY 2: KOREAN COMPANY • "Don't think about per-share numbers. Think of yourself as an owner." • "$236M in book value, $60M market cap, $25M net earnings." How do you know it's cheap? • "You must confirm that the earnings are there, and that the book value is real, liquid, and tangible." • "They're trading at the cash value in the bank with no debt. They have hotels and department stores that they own outright. They're making $30M+ in pre-tax earnings. And insiders own 50%." The result: Went up 5-6x VALUE INVESTING IS NOT NATURAL • "There's a lot of money in value investing. But it's still unnatural to most people." • "One thing you have to do, is you have to do the work. You have to do the reps. You can make a ton of money if you really do this stuff." • "I benefited by listening AND THEN DOING my own work. Making my own investments and mistakes." WHAT MAKES A GREAT ANALYST • "You must provide accurate and complete information. If you can't succeed on that, you can't succeed in this business." • "If you're not confident about your prediction and what you know, you can't put any money when the stock's in free fall." WHAT PROVIDES THE BIGGEST RETURNS • "Your biggest returns will come from no more than ten tremendous insights. That's it." • "The only way to build those insights is intense curiosity, intense study." INVESTING MISTAKES • "The biggest mistakes come when you buy before you've done all the work." • "My biggest mistakes aren't buying and losing money. It's not buying and missing out on 50-60x returns." HOW MANY COMPANIES SHOULD YOU BUY • "I don't have any set rules on how many stocks or companies I buy. Opportunities are sporadic and it depends on the environment." • "I usually have 3-4 big ideas. If the market is exciting, I have more opportunities. Or if the market is boring, I have fewer." HOW LI LU ALLOCATES TIME • "Most of the time I spend reading and studying about everything. Learning new companies and industries." • "If I find an idea that captivates me. I stop everything and obsess over that idea." • "Besides that, I spend a lot of time with my kid and my wife." TL;DR: • Be an investigative journalist. • Work obsessively in short bursts and spend the rest. of your time learning. • When you've done the work and have conviction, buy a shitload to make it worth it. • Before you invest $1, make sure you can answer the three big questions: Is it cheap, is the management team good, and why does the opportunity exist. • Never stop learning. • Become a curiosity machine.

Brandon Beylo

2,751,386 Aufrufe • vor 3 Jahren

Just in $AMD Anush "Speed is the moat"|ROCm🎙️ In the race to define the future of AI, what's the one advantage that truly lasts? It's not proprietary tech, argues Anush Elangovan Elangovan, VP of AI Software at AMD , but the sustainable speed of innovation. He explains why AMD is rejecting the "walled garden" model for its open source ROCm stack, betting that an open community flywheel is the key to victory. Listen to understand how this open strategy is designed to out-innovate closed systems by empowering developers to solve everything from frontier-model challenges to the mundane, everyday problems that define the "last mile" of AI. AMD ROCm Software: Part 1 Transcript [00:00:00] Andrew Zigler: Joining me is Anush Elangovan, VP of AI software at AMD. And when people talk about AI compute, the conversation often stops at hardware specs, but it's more than just physical chips that win the game. It's also the software ecosystems supporting them. [00:00:18] Andrew Zigler: The prevailing strategy in the industry has been to build something like a walled garden. You know, something closed, proprietary locks, developers in. But AMD is betting on an entirely different play, open source acceleration, and with rock, their open source AI software stack. AMD is building not just hardware parity, but an innovation flywheel that's powered by the community with interoperability and the freedom to scale without all of that pesky lockin. [00:00:48] Andrew Zigler: And in this world, speed is your moat and how fast you can innovate while your platform remains open, flexible, and standardize across all of its applications. That's what we're gonna explore [00:01:00] today. So Anush, I'm really excited to have you here. Welcome to Dev Interrupted. [00:01:04] Anush Elangovan: Thanks for having me. Uh, super excited to chat about it. [00:01:07] Andrew Zigler: Amazing. Well, let's go ahead and dive right in with kind of what I laid it out with in the beginning, the idea of the moat and it being about speed. I wanna unpack that a bit because that came from you when you and I first spoke. And I, and I want to know, you know, how do you define speed inside of AMD beyond just things like hardware, benchmarks. [00:01:27] Anush Elangovan: Yeah, that's a very good question. So when we typically talk about speed, everyone's like, Hey, hardware benchmark specs, right? Like, uh, memory bandwidth or, or flops. And that is one important part of it, uh, AMD does very well. With that, we do have, a, a very good history of executing on that axis. [00:01:47] Anush Elangovan: But when I say speed is the moat, it is about, uh, how we prepare, how we build the muscle to run the race for a long time and run it fast. And it is [00:02:00] not about a single point in time that you've, you've beat some you know, benchmark and, and you declare victory. It's about building the ability to consistently develop and deliver. [00:02:13] Anush Elangovan: Both hardware and software innovation at scale and do it fast, right? Like, you know, we we're increasingly getting to a point where models come out and they're, uh, you know, a year or two ago it was like, Hey, they work on AMD on day zero, which is great, but now they are performing on AMD the day it releases, right? [00:02:32] Anush Elangovan: So, what does it take to Prefetch where the industry is going? Be prepared to intercept. At that point is what you know, I, I refer to as you know, the, the speed factor in, in creating this mode, right? And the mode is just shed all things that hold you back and run as fast as you can. [00:02:53] Anush Elangovan: Uh, because the pace of innovation that is, uh, being seen in, in AI [00:03:00] industries is just. Amazing. Right? And it's like, it's transformational at at how you generate electricity. It's transformational as at how you build data centers. It's transformational at how you deploy compute, networking. It's transformational at what kind of use cases you, you know, uh, use AI for. [00:03:17] Anush Elangovan: Uh, and for that, you need to be prepared to, see what comes tomorrow and be prepared to run the race tomorrow. [00:03:23] Andrew Zigler: Yeah, it's a really great perspective because it highlights that it's not just like a checkpoint that you run through. I like how you called out, like it's not just hitting that benchmark or being the best in class at that moment, in that snapshot, it's about having a. The throughput and about having that dedication to the idea and continuing to deliver on it. [00:03:43] Andrew Zigler: It's not just crossing the threshold, but it's also being the engine. And that's what, that's what protects a business. That is the moat, because the moat is that innovation layer, the faster and more, uh, future forward. That you can work and think, [00:04:00] you know, the better. Uh, we, we talk a lot about like future forward work styles. [00:04:04] Andrew Zigler: Like what are the things I could be doing right now today that are gonna be like, way more useful tomorrow? Let, let's abandon those, workflows that are older and that kind of like, that translates into. An advantage when you work that way. You know, what kind of things have you learned working with, uh, like across all spectrums of people who would use ROCm, right? [00:04:23] Andrew Zigler: You have like the developers, but then you also have the enterprises and you have this large span of adoptees, right? So what is the, what does that look like that you learn? [00:04:32] Anush Elangovan: Yeah, so, so the way I look at it is there are gonna be pockets of different, uh, you know, cadences, right? Like, so people who are deploying in enterprises, for example, right? The validation and how long it takes for them to deploy an LLM that's secure. It's, with guardrails, et cetera, maybe longer. [00:04:52] Anush Elangovan: but you still have to go through the process and you have to be prepared to like, walk that walk to deploy an enterprises. That doesn't mean it's [00:05:00] not fast, that's as fast as you can do for that industry, right? And if you are deploying AI in healthcare, right, it's, it's got its own, uh, cycle. [00:05:07] Anush Elangovan: but in each one of these, you want to see how, like, go down to the essence of what is it that you actually have to do. And, you know, I, I, I like how you framed it. It's like it's, you shed your prior assumptions of how things are done, right. And, and you kind of build up from a, uh, first principles, uh, approach to say, this is how I could use AI to unlock, whatever I'm doing. [00:05:33] Anush Elangovan: And, and, some of it, you know, it's good to really step back and look at. Just question every part of it, right? Like right now you're getting chat GPT and, Gemini competing for like, math, olympiads and, and, uh, college, uh, reasoning, uh, tests. Right? And, and those are like that, that is amazing and increasingly like complex tasks that they're trying to do. [00:05:58] Anush Elangovan: But there may also be like. [00:06:00] More mundane things that AI could, could get applied to. Right? And, and so when we think about shedding old ways, you wanna shed it not just in like the tip of the spear. It's like, you know, I'm gonna see what's the frontier model. It's also, it could be something as simple as. [00:06:18] Anush Elangovan: How do you choose a, a movie, uh, you know, like a recommendation system, right? Or, or, uh, an automated, uh, flight, uh, rebooking system. So the moment, you know, your flight is late, uh, right now it's a notification, right? It's like, oh, you got a text message saying your flight's late. And I got that like three times this week. [00:06:38] Anush Elangovan: But anyway, uh, and, and, and, and, I was just like, okay, so if I were to rethink this. All this MCPs that we have that should be hooked up into an MCP that says, your flight's delayed. Here are your options. If you want, you know, these are the paid options. Yeah. Here are the free options. This will get you back into your you know, Toronto airport [00:07:00] tonight. [00:07:00] Anush Elangovan: Or if you stay, here's a hotel plus this, plus this, plus. It's just like, go ahead is all I should say. Versus now I'm like, okay, can someone, you know, can I call a travel agent? Can I do this? Can I go online and log into And you know, so we gotta fundamentally rethink even those like small, nuances of, things that we do that can be automated out and AI is really, really good at doing something like this, right? Maybe I just explained an AI startup idea right now. Somebody should just start that. [00:07:29] Andrew Zigler: I think you did. Yeah, you definitely did. Someone, one of our listeners is definitely going to lift that off of you. I, I, I, you know, I hate being on the receiving end of those. You feel a little helpless and then you have to like, follow the whole flow. So I know what you mean. Like I, I like how you called out that the build and this like. [00:07:45] Andrew Zigler: Where speed is your moat and the innovation layer is protecting you, is what makes you better than your competitors. How you scale that and you bring that to market. So by understanding the problems that you're solving, uh, throwing away those older assumptions, but also [00:08:00] recognizing that like. We're building every single day, new things and new ways of using stuff that we're still figuring out the implications of. [00:08:08] Andrew Zigler: And so when you have a lot of velocity and you're introducing a lot of new ideas, and maybe you have that workflow now that automatically rebook your flight off of your late flight text message, and uh, I know I would certainly use it, but you know, what kind of philosophies guide the way that y'all think about building this ecosystem to manage that stability while letting folks. [00:08:29] Andrew Zigler: Play with the speed and the assumptions and the airplane re bookings. [00:08:34] Anush Elangovan: so, so I think, you know, we need to peel one layer down, right? and the philosophy is, Hey, we, we just discovered electricity, right? And you know what we're gonna do? We are gonna make motors, uh, or dynamos, right? Like engines. Uh, sure. We don't know if it's gonna be a Ferrari that you're gonna make, or it's a a a a dump truck. [00:08:57] Anush Elangovan: That's good for doing this. But let's [00:09:00] let, which is also required, right? You need a dump truck. You need a garbage truck. And, [00:09:04] Andrew Zigler: Yeah. You need the [00:09:04] Anush Elangovan: course you need, uh, a Ferrari for a midlife crisis, right? So, [00:09:09] Andrew Zigler: precisely. [00:09:10] Anush Elangovan: But, but my, uh, point is what do we build next? And, uh, and this is what I meant by like, okay, let's, let's take those baby steps to build the. [00:09:20] Anush Elangovan: Infrastructure that's required that we know we'll have to use, right? So, so if I just discovered electricity, okay, great. Now one, how do I save this electricity and how do I use it? So there's battery technology, so you need to do something like that, right? Like so. But then you also want to make it into an actionable thing. [00:09:37] Anush Elangovan: You want to make it for like automobiles, or you wanna use it for, you know, powering, uh, entire cities. So it is that transformational. So, uh, AI is that transformational. So, if you distill down, it'll, it'll come down to how do we think about, what we can do with this this fundamental technology that, We may not be aware of what it [00:10:00] is gonna unlock next, but at least you know the next step is clear, right? It's like a dense fog, you know, it's gonna be like, it, it's the right path. You see the light, but it's kind of like out there and, and the steps you're taking are concrete and you're like, okay, this is good. [00:10:16] Anush Elangovan: I, this is better than where I was or where we were. So we are moving forward. So you can build with the. Intuition from what you see in the short term and a tactical view, but towards what you think the future is gonna be. [00:10:28] Andrew Zigler: Right. You almost like we're all in this like fog of war, right? And like you said, you're reaching out and you're trying to step through it. You could think of it too, as like you're in the dark and your hands are up in front of you and you know that. You're, you're not gonna run your face into a wall because your hands are out in front of you, but you're not gonna maybe do much better than that. [00:10:45] Andrew Zigler: So that's kind of like, I think the eco, the, the industry, the world that we find ourselves in, uh, and we all have to, then this becomes the power of an ecosystem, of a group of people working together to create that layer of, [00:11:00] uh, of establishing the [00:11:01] Anush Elangovan: exactly. And I, I, I just, instead of, you know, saying fog of war I describe it as like, you're in this. Beautiful valley with like a morning, uh, fog that's in. You can smell the flowers. You, you hear the birds. You are like, okay, it's, we are in like, uh, utopian paradise and yes, I just need to like, continue the walk, right? [00:11:24] Anush Elangovan: and then move forward with that, conviction that you're in the right spot. [00:11:27] Andrew Zigler: Yeah. So let's talk about that ecosystem world. This nice, I love how you describe it, this grassy side of a hill in the morning that's covered in some mist and maybe we can't see 30 feet in one direction, but it sure is a beautiful hill and it smells nice. And so we're all here. And why is, in that world, why is. [00:11:44] Andrew Zigler: You know, open source, their strategic advantage that y'all are going for in the AI hardware market. And, and then how does like ROCm turn that into wins for people within that ecosystem? [00:11:56] Anush Elangovan: you know, the, the way we look at it is this, is kind of like how I view [00:12:00] AI and the ecosystem, right? But, but it is for everyone to enjoy. Uh, and so we do want to make sure that. You know, it is, uh, beneficial for everyone. [00:12:09] Anush Elangovan: The ecosystem can come in and, and innovate. It's an open innovation engine. and uh, it is very different from, you know, having a walled garden with, Hey, only I know how to do this and I'm gonna do it and throw it over the fence and you can use it or keep walking, right? So we'd like to be good citizens that way, but also. [00:12:30] Anush Elangovan: Uh, it is self-fulfilling in a way, right? Like it, the, the pace at which we innovate with open source is unmatched. Like, you know, our serving engines are like VLLM and, and sg l. Those things, uh, those frameworks are like super, super aggressive in terms of how fast they come out with features and how fast they can you know, get performant models out. [00:12:52] Anush Elangovan: And that compared with what, uh, you'd get from, you know, the likes of like T-R-T-L-L-M or something is always lagging, right? Because you [00:13:00] just can't keep up with you know, 200 commits a week just on one particular model to get that model really performant [00:13:06] Andrew Zigler: And, and, and in that world where, you know, everyone can enjoy the winds of this, what kind of customer stories or innovation stories have really stood out to you and excite you about building and creating this place for developers? [00:13:19] Anush Elangovan: Yeah. So I think the parts that are super exciting for me are when when we get to see a customer that is first skeptical. Then they start a little like, okay, fine, we'll give you a chance. Uh, we do a simple, uh, POC and then they're like, huh, this seems to work. Yeah, we told you it works. [00:13:42] Anush Elangovan: You don't have to change one line of code. Really? Yes, no need to change one line of code. Okay, let's try a production workload. So then they try it. Oh, you're more performant than the competition. Yes. We're more performant than, than the competition. So how much does it cost? And we're like, oh, it's your TCO is better with, uh, [00:14:00] AMD. [00:14:00] Anush Elangovan: So again, they're like, wow, okay, good. So now how do we deploy at scale? And then we go deploy it at scale. And when they give a thumbs up on that and they say, this is good, right? That's when you know, you, you see it go full circle from like, oh, we, we've never heard about AMD to like actually deploy to tens of thousands of GPUs In the order of a few months, right? It, it, it really is fascinating to see and very exciting and invigorating to [00:14:28] Andrew Zigler: Yeah. At like a great exposure to a lot of interesting problems. And, and then people using the infrastructure, the, the technology available to solve those problems. Really specific problems by the way, that's often why they're bringing their data and AI to it, uh, is because it is really specific and important for them. [00:14:45] Andrew Zigler: And there's a, a lot I think that other engineering orgs can learn and even emulate from AMD's success and, and having this open source ecosystem and it causing this acceleration within. You [00:15:00] know, uh, customers and enterprises that use and adopt the tools and, and, and that creates an advantage. And that goes back to why we're talking and like the real thesis of our conversation today. [00:15:10] Andrew Zigler: So how do you think engineering leaders that are listening to this and obviously tapping into this great success AMD has from an open source flywheel, how do you think other, other folks building in the same space can foster that open, first, that open source oriented culture in order to, you know, accelerate their innovation goals? [00:15:29] Anush Elangovan: Yeah, that's a very good question. So the startup that um, was acquired by AMD we, we built, I mean, we started off doing iot stuff and you know, smart ring and all that, right? But in the, the end of like, uh, and not the end, the last six years of the company was building ML compilers. [00:15:47] Anush Elangovan: And ml, ML compilers are like super, uh, complicated, sophisticated, advanced algorithms, dah, dah, dah. but it was all open source, right? So our VCs were like, wait, what do you mean your core [00:16:00] IP is open source? And um, the speed is the moat applied even then, right? It was just like, yes, if you have an idea that. [00:16:08] Anush Elangovan: Because someone saw this idea that you are, they're gonna be able to catch up, then you probably have the wrong idea anyway. But if they are, you know, you execute and they're gonna catch up, that you should assume they're gonna catch up. Right? So you gotta move forward. So keeping it open source is super important. [00:16:25] Anush Elangovan: But also to your question on like, you know, the learnings from an AMD standpoint, right? If there are, hard problems, I'd say dig in and work through it, right? Like there's no way but through it, right? That should be the simple mentality. And more, uh, frequently than not. you'll see that you'll just make it through in a, in, in good form. [00:16:52] Anush Elangovan: But if you doubt it and you're like, oh, I don't know if I should commit, if I'm, I, you know, what should just commit to do the right thing [00:17:00] every step, right? Every step, and just keep taking one step in front of the other. And in no time you'll see that you'll be running. Right. And, and yes, the first few steps will be like, yeah, everyone's complaining about your software quality. [00:17:15] Anush Elangovan: Everyone's complaining about this and that, and it doesn't work. And, and a few steps in, you know, you get, you get the hang of all the complaints that are coming in. You get the feedback loop. You're like, okay, what, what are you prioritizing again? One step in front of the other, right? You just keep knocking that out and then you get to a point where you're, it just becomes second nature, right? To do the, to do the right thing. And, and then yes, if someone gives you two options, you'll be like, fine. This is, uh, you know, there's always the resource trade off. There's always a human capital trade off, but what's the right thing to do? of course, I, I'm pragmatic about what we choose, but, but if the right thing for your long-term success is dig in, go first, principles, make it [00:18:00] happen. [00:18:00] Anush Elangovan: Well. Then just go for that. There's, there is no shortcut to [00:18:04] Andrew Zigler: acknowledging, you know, how it aligns with your mission, your core company goals, and what you're looking to achieve. And, and I, I love how you rightfully called out that in the open source world and you know, you have your technology that you've built, what you think is your moat upon, right? [00:18:22] Andrew Zigler: It's your code and, and to open source that, or to just make it where anyone could peer in is, you know. Scary in one regard, but two, it just kind of feels like you're handing away your throne room in some kind of sense, a very direct feeling sense. But the ultimately, you were really right to call out, and this is something I think about all the time, that the real power there is still the speed This the speed. [00:18:42] Andrew Zigler: That was the moat at the beginning of our conversation. It's the speed in combination with your. Very specific domain understanding of what you're building and what you're creating, and your new role as the steward of that world and how people plug into it, which [00:19:00] has frankly, a lot more influence and power than lording over a closed. [00:19:04] Andrew Zigler: You know, repository or an ecosystem, and like you said, like throwing things over the wall. Sure. There, there might be people always on the other side of that wall, but you're not gonna have a great connection with them. You're not gonna be able to really clearly understand them. I, I like your metaphor of the side of the field of the mountain a lot more. [00:19:23] Andrew Zigler: But, but in the, in this world, you know, where. That speed is, is the power and, and open source is just one way that you can harness that speed to get really far ahead and to innovate. , There's other parts of this equation that you can be experimenting with too, and I'd love to pick your brain about them as a software leader and, and, and one of them is about looking forward and kind of understanding that future that we're all building towards and beyond today's models and hardware. [00:19:48] Andrew Zigler: You know, what do you see as the next major bottleneck or opportunity in the AI compute space? As, as you know, enterprises and folks start to get a little more mature about what's available to [00:20:00] them. [00:20:00] Anush Elangovan: Yeah, I think, the bottleneck and opportunity is, uh, what I'd call, call walking the last mile of ai. Right. Uh, and like I I, I gave you an example, uh, previously, but, but it's similar to that. It's like there are cases where Humans have so many, uh, things to do in your day. You know, like the, if we sit down and actually had a customer focus like, okay, these customers lives, I'm gonna save four hours of this customer's life. And if you actually sit down and look at all of that, it'll be. Easily automatable, easily you know, uh, applicable, uh, for ai, right? [00:20:39] Anush Elangovan: Like, but then making it happen is gonna take a little bit, right? It's like maybe it's, uh, paying your utility bill, right? Or something like that, right? Or, or, your healthcare explanation of benefits. Uh, like, I'm sure you get an explanation of benefits, and I'm like, I, I don't even know what that thing is. [00:20:55] Anush Elangovan: It's just like EOB and like. [00:20:57] Andrew Zigler: it's a big, a big old PDF. Yeah, [00:21:00] exactly. [00:21:01] Anush Elangovan: Like, like, I'm like great straight to the, uh, shredder, right? And but that could be, you know, automated with the ai, right? It, it, it'd be like, Hey, the summary of this thing is you went and visited this day. Everything is okay. Everything is paid for, so don't worry, it's not a bill. [00:21:17] Anush Elangovan: That again, the same, uh, thing, but the sense of what that information overload is could be. Digested by ai, uh, accumulated over time and retrieved when you need it. Like, I don't, I actually don't even need to know this EOB right now, unless of course, whenever I need to know it, that maybe, you know, like for some benefits I need to figure out what do, what did I do over the past year and how do I apply it? Source:
31:35

Just in $AMD Anush "Speed is the moat"|ROCm🎙️ In the race to define the future of AI, what's the one advantage that truly lasts? It's not proprietary tech, argues Anush Elangovan Elangovan, VP of AI Software at AMD , but the sustainable speed of innovation. He explains why AMD is rejecting the "walled garden" model for its open source ROCm stack, betting that an open community flywheel is the key to victory. Listen to understand how this open strategy is designed to out-innovate closed systems by empowering developers to solve everything from frontier-model challenges to the mundane, everyday problems that define the "last mile" of AI. AMD ROCm Software: Part 1 Transcript [00:00:00] Andrew Zigler: Joining me is Anush Elangovan, VP of AI software at AMD. And when people talk about AI compute, the conversation often stops at hardware specs, but it's more than just physical chips that win the game. It's also the software ecosystems supporting them. [00:00:18] Andrew Zigler: The prevailing strategy in the industry has been to build something like a walled garden. You know, something closed, proprietary locks, developers in. But AMD is betting on an entirely different play, open source acceleration, and with rock, their open source AI software stack. AMD is building not just hardware parity, but an innovation flywheel that's powered by the community with interoperability and the freedom to scale without all of that pesky lockin. [00:00:48] Andrew Zigler: And in this world, speed is your moat and how fast you can innovate while your platform remains open, flexible, and standardize across all of its applications. That's what we're gonna explore [00:01:00] today. So Anush, I'm really excited to have you here. Welcome to Dev Interrupted. [00:01:04] Anush Elangovan: Thanks for having me. Uh, super excited to chat about it. [00:01:07] Andrew Zigler: Amazing. Well, let's go ahead and dive right in with kind of what I laid it out with in the beginning, the idea of the moat and it being about speed. I wanna unpack that a bit because that came from you when you and I first spoke. And I, and I want to know, you know, how do you define speed inside of AMD beyond just things like hardware, benchmarks. [00:01:27] Anush Elangovan: Yeah, that's a very good question. So when we typically talk about speed, everyone's like, Hey, hardware benchmark specs, right? Like, uh, memory bandwidth or, or flops. And that is one important part of it, uh, AMD does very well. With that, we do have, a, a very good history of executing on that axis. [00:01:47] Anush Elangovan: But when I say speed is the moat, it is about, uh, how we prepare, how we build the muscle to run the race for a long time and run it fast. And it is [00:02:00] not about a single point in time that you've, you've beat some you know, benchmark and, and you declare victory. It's about building the ability to consistently develop and deliver. [00:02:13] Anush Elangovan: Both hardware and software innovation at scale and do it fast, right? Like, you know, we we're increasingly getting to a point where models come out and they're, uh, you know, a year or two ago it was like, Hey, they work on AMD on day zero, which is great, but now they are performing on AMD the day it releases, right? [00:02:32] Anush Elangovan: So, what does it take to Prefetch where the industry is going? Be prepared to intercept. At that point is what you know, I, I refer to as you know, the, the speed factor in, in creating this mode, right? And the mode is just shed all things that hold you back and run as fast as you can. [00:02:53] Anush Elangovan: Uh, because the pace of innovation that is, uh, being seen in, in AI [00:03:00] industries is just. Amazing. Right? And it's like, it's transformational at at how you generate electricity. It's transformational as at how you build data centers. It's transformational at how you deploy compute, networking. It's transformational at what kind of use cases you, you know, uh, use AI for. [00:03:17] Anush Elangovan: Uh, and for that, you need to be prepared to, see what comes tomorrow and be prepared to run the race tomorrow. [00:03:23] Andrew Zigler: Yeah, it's a really great perspective because it highlights that it's not just like a checkpoint that you run through. I like how you called out, like it's not just hitting that benchmark or being the best in class at that moment, in that snapshot, it's about having a. The throughput and about having that dedication to the idea and continuing to deliver on it. [00:03:43] Andrew Zigler: It's not just crossing the threshold, but it's also being the engine. And that's what, that's what protects a business. That is the moat, because the moat is that innovation layer, the faster and more, uh, future forward. That you can work and think, [00:04:00] you know, the better. Uh, we, we talk a lot about like future forward work styles. [00:04:04] Andrew Zigler: Like what are the things I could be doing right now today that are gonna be like, way more useful tomorrow? Let, let's abandon those, workflows that are older and that kind of like, that translates into. An advantage when you work that way. You know, what kind of things have you learned working with, uh, like across all spectrums of people who would use ROCm, right? [00:04:23] Andrew Zigler: You have like the developers, but then you also have the enterprises and you have this large span of adoptees, right? So what is the, what does that look like that you learn? [00:04:32] Anush Elangovan: Yeah, so, so the way I look at it is there are gonna be pockets of different, uh, you know, cadences, right? Like, so people who are deploying in enterprises, for example, right? The validation and how long it takes for them to deploy an LLM that's secure. It's, with guardrails, et cetera, maybe longer. [00:04:52] Anush Elangovan: but you still have to go through the process and you have to be prepared to like, walk that walk to deploy an enterprises. That doesn't mean it's [00:05:00] not fast, that's as fast as you can do for that industry, right? And if you are deploying AI in healthcare, right, it's, it's got its own, uh, cycle. [00:05:07] Anush Elangovan: but in each one of these, you want to see how, like, go down to the essence of what is it that you actually have to do. And, you know, I, I, I like how you framed it. It's like it's, you shed your prior assumptions of how things are done, right. And, and you kind of build up from a, uh, first principles, uh, approach to say, this is how I could use AI to unlock, whatever I'm doing. [00:05:33] Anush Elangovan: And, and, some of it, you know, it's good to really step back and look at. Just question every part of it, right? Like right now you're getting chat GPT and, Gemini competing for like, math, olympiads and, and, uh, college, uh, reasoning, uh, tests. Right? And, and those are like that, that is amazing and increasingly like complex tasks that they're trying to do. [00:05:58] Anush Elangovan: But there may also be like. [00:06:00] More mundane things that AI could, could get applied to. Right? And, and so when we think about shedding old ways, you wanna shed it not just in like the tip of the spear. It's like, you know, I'm gonna see what's the frontier model. It's also, it could be something as simple as. [00:06:18] Anush Elangovan: How do you choose a, a movie, uh, you know, like a recommendation system, right? Or, or, uh, an automated, uh, flight, uh, rebooking system. So the moment, you know, your flight is late, uh, right now it's a notification, right? It's like, oh, you got a text message saying your flight's late. And I got that like three times this week. [00:06:38] Anush Elangovan: But anyway, uh, and, and, and, and, I was just like, okay, so if I were to rethink this. All this MCPs that we have that should be hooked up into an MCP that says, your flight's delayed. Here are your options. If you want, you know, these are the paid options. Yeah. Here are the free options. This will get you back into your you know, Toronto airport [00:07:00] tonight. [00:07:00] Anush Elangovan: Or if you stay, here's a hotel plus this, plus this, plus. It's just like, go ahead is all I should say. Versus now I'm like, okay, can someone, you know, can I call a travel agent? Can I do this? Can I go online and log into And you know, so we gotta fundamentally rethink even those like small, nuances of, things that we do that can be automated out and AI is really, really good at doing something like this, right? Maybe I just explained an AI startup idea right now. Somebody should just start that. [00:07:29] Andrew Zigler: I think you did. Yeah, you definitely did. Someone, one of our listeners is definitely going to lift that off of you. I, I, I, you know, I hate being on the receiving end of those. You feel a little helpless and then you have to like, follow the whole flow. So I know what you mean. Like I, I like how you called out that the build and this like. [00:07:45] Andrew Zigler: Where speed is your moat and the innovation layer is protecting you, is what makes you better than your competitors. How you scale that and you bring that to market. So by understanding the problems that you're solving, uh, throwing away those older assumptions, but also [00:08:00] recognizing that like. We're building every single day, new things and new ways of using stuff that we're still figuring out the implications of. [00:08:08] Andrew Zigler: And so when you have a lot of velocity and you're introducing a lot of new ideas, and maybe you have that workflow now that automatically rebook your flight off of your late flight text message, and uh, I know I would certainly use it, but you know, what kind of philosophies guide the way that y'all think about building this ecosystem to manage that stability while letting folks. [00:08:29] Andrew Zigler: Play with the speed and the assumptions and the airplane re bookings. [00:08:34] Anush Elangovan: so, so I think, you know, we need to peel one layer down, right? and the philosophy is, Hey, we, we just discovered electricity, right? And you know what we're gonna do? We are gonna make motors, uh, or dynamos, right? Like engines. Uh, sure. We don't know if it's gonna be a Ferrari that you're gonna make, or it's a a a a dump truck. [00:08:57] Anush Elangovan: That's good for doing this. But let's [00:09:00] let, which is also required, right? You need a dump truck. You need a garbage truck. And, [00:09:04] Andrew Zigler: Yeah. You need the [00:09:04] Anush Elangovan: course you need, uh, a Ferrari for a midlife crisis, right? So, [00:09:09] Andrew Zigler: precisely. [00:09:10] Anush Elangovan: But, but my, uh, point is what do we build next? And, uh, and this is what I meant by like, okay, let's, let's take those baby steps to build the. [00:09:20] Anush Elangovan: Infrastructure that's required that we know we'll have to use, right? So, so if I just discovered electricity, okay, great. Now one, how do I save this electricity and how do I use it? So there's battery technology, so you need to do something like that, right? Like so. But then you also want to make it into an actionable thing. [00:09:37] Anush Elangovan: You want to make it for like automobiles, or you wanna use it for, you know, powering, uh, entire cities. So it is that transformational. So, uh, AI is that transformational. So, if you distill down, it'll, it'll come down to how do we think about, what we can do with this this fundamental technology that, We may not be aware of what it [00:10:00] is gonna unlock next, but at least you know the next step is clear, right? It's like a dense fog, you know, it's gonna be like, it, it's the right path. You see the light, but it's kind of like out there and, and the steps you're taking are concrete and you're like, okay, this is good. [00:10:16] Anush Elangovan: I, this is better than where I was or where we were. So we are moving forward. So you can build with the. Intuition from what you see in the short term and a tactical view, but towards what you think the future is gonna be. [00:10:28] Andrew Zigler: Right. You almost like we're all in this like fog of war, right? And like you said, you're reaching out and you're trying to step through it. You could think of it too, as like you're in the dark and your hands are up in front of you and you know that. You're, you're not gonna run your face into a wall because your hands are out in front of you, but you're not gonna maybe do much better than that. [00:10:45] Andrew Zigler: So that's kind of like, I think the eco, the, the industry, the world that we find ourselves in, uh, and we all have to, then this becomes the power of an ecosystem, of a group of people working together to create that layer of, [00:11:00] uh, of establishing the [00:11:01] Anush Elangovan: exactly. And I, I, I just, instead of, you know, saying fog of war I describe it as like, you're in this. Beautiful valley with like a morning, uh, fog that's in. You can smell the flowers. You, you hear the birds. You are like, okay, it's, we are in like, uh, utopian paradise and yes, I just need to like, continue the walk, right? [00:11:24] Anush Elangovan: and then move forward with that, conviction that you're in the right spot. [00:11:27] Andrew Zigler: Yeah. So let's talk about that ecosystem world. This nice, I love how you describe it, this grassy side of a hill in the morning that's covered in some mist and maybe we can't see 30 feet in one direction, but it sure is a beautiful hill and it smells nice. And so we're all here. And why is, in that world, why is. [00:11:44] Andrew Zigler: You know, open source, their strategic advantage that y'all are going for in the AI hardware market. And, and then how does like ROCm turn that into wins for people within that ecosystem? [00:11:56] Anush Elangovan: you know, the, the way we look at it is this, is kind of like how I view [00:12:00] AI and the ecosystem, right? But, but it is for everyone to enjoy. Uh, and so we do want to make sure that. You know, it is, uh, beneficial for everyone. [00:12:09] Anush Elangovan: The ecosystem can come in and, and innovate. It's an open innovation engine. and uh, it is very different from, you know, having a walled garden with, Hey, only I know how to do this and I'm gonna do it and throw it over the fence and you can use it or keep walking, right? So we'd like to be good citizens that way, but also. [00:12:30] Anush Elangovan: Uh, it is self-fulfilling in a way, right? Like it, the, the pace at which we innovate with open source is unmatched. Like, you know, our serving engines are like VLLM and, and sg l. Those things, uh, those frameworks are like super, super aggressive in terms of how fast they come out with features and how fast they can you know, get performant models out. [00:12:52] Anush Elangovan: And that compared with what, uh, you'd get from, you know, the likes of like T-R-T-L-L-M or something is always lagging, right? Because you [00:13:00] just can't keep up with you know, 200 commits a week just on one particular model to get that model really performant [00:13:06] Andrew Zigler: And, and, and in that world where, you know, everyone can enjoy the winds of this, what kind of customer stories or innovation stories have really stood out to you and excite you about building and creating this place for developers? [00:13:19] Anush Elangovan: Yeah. So I think the parts that are super exciting for me are when when we get to see a customer that is first skeptical. Then they start a little like, okay, fine, we'll give you a chance. Uh, we do a simple, uh, POC and then they're like, huh, this seems to work. Yeah, we told you it works. [00:13:42] Anush Elangovan: You don't have to change one line of code. Really? Yes, no need to change one line of code. Okay, let's try a production workload. So then they try it. Oh, you're more performant than the competition. Yes. We're more performant than, than the competition. So how much does it cost? And we're like, oh, it's your TCO is better with, uh, [00:14:00] AMD. [00:14:00] Anush Elangovan: So again, they're like, wow, okay, good. So now how do we deploy at scale? And then we go deploy it at scale. And when they give a thumbs up on that and they say, this is good, right? That's when you know, you, you see it go full circle from like, oh, we, we've never heard about AMD to like actually deploy to tens of thousands of GPUs In the order of a few months, right? It, it, it really is fascinating to see and very exciting and invigorating to [00:14:28] Andrew Zigler: Yeah. At like a great exposure to a lot of interesting problems. And, and then people using the infrastructure, the, the technology available to solve those problems. Really specific problems by the way, that's often why they're bringing their data and AI to it, uh, is because it is really specific and important for them. [00:14:45] Andrew Zigler: And there's a, a lot I think that other engineering orgs can learn and even emulate from AMD's success and, and having this open source ecosystem and it causing this acceleration within. You [00:15:00] know, uh, customers and enterprises that use and adopt the tools and, and, and that creates an advantage. And that goes back to why we're talking and like the real thesis of our conversation today. [00:15:10] Andrew Zigler: So how do you think engineering leaders that are listening to this and obviously tapping into this great success AMD has from an open source flywheel, how do you think other, other folks building in the same space can foster that open, first, that open source oriented culture in order to, you know, accelerate their innovation goals? [00:15:29] Anush Elangovan: Yeah, that's a very good question. So the startup that um, was acquired by AMD we, we built, I mean, we started off doing iot stuff and you know, smart ring and all that, right? But in the, the end of like, uh, and not the end, the last six years of the company was building ML compilers. [00:15:47] Anush Elangovan: And ml, ML compilers are like super, uh, complicated, sophisticated, advanced algorithms, dah, dah, dah. but it was all open source, right? So our VCs were like, wait, what do you mean your core [00:16:00] IP is open source? And um, the speed is the moat applied even then, right? It was just like, yes, if you have an idea that. [00:16:08] Anush Elangovan: Because someone saw this idea that you are, they're gonna be able to catch up, then you probably have the wrong idea anyway. But if they are, you know, you execute and they're gonna catch up, that you should assume they're gonna catch up. Right? So you gotta move forward. So keeping it open source is super important. [00:16:25] Anush Elangovan: But also to your question on like, you know, the learnings from an AMD standpoint, right? If there are, hard problems, I'd say dig in and work through it, right? Like there's no way but through it, right? That should be the simple mentality. And more, uh, frequently than not. you'll see that you'll just make it through in a, in, in good form. [00:16:52] Anush Elangovan: But if you doubt it and you're like, oh, I don't know if I should commit, if I'm, I, you know, what should just commit to do the right thing [00:17:00] every step, right? Every step, and just keep taking one step in front of the other. And in no time you'll see that you'll be running. Right. And, and yes, the first few steps will be like, yeah, everyone's complaining about your software quality. [00:17:15] Anush Elangovan: Everyone's complaining about this and that, and it doesn't work. And, and a few steps in, you know, you get, you get the hang of all the complaints that are coming in. You get the feedback loop. You're like, okay, what, what are you prioritizing again? One step in front of the other, right? You just keep knocking that out and then you get to a point where you're, it just becomes second nature, right? To do the, to do the right thing. And, and then yes, if someone gives you two options, you'll be like, fine. This is, uh, you know, there's always the resource trade off. There's always a human capital trade off, but what's the right thing to do? of course, I, I'm pragmatic about what we choose, but, but if the right thing for your long-term success is dig in, go first, principles, make it [00:18:00] happen. [00:18:00] Anush Elangovan: Well. Then just go for that. There's, there is no shortcut to [00:18:04] Andrew Zigler: acknowledging, you know, how it aligns with your mission, your core company goals, and what you're looking to achieve. And, and I, I love how you rightfully called out that in the open source world and you know, you have your technology that you've built, what you think is your moat upon, right? [00:18:22] Andrew Zigler: It's your code and, and to open source that, or to just make it where anyone could peer in is, you know. Scary in one regard, but two, it just kind of feels like you're handing away your throne room in some kind of sense, a very direct feeling sense. But the ultimately, you were really right to call out, and this is something I think about all the time, that the real power there is still the speed This the speed. [00:18:42] Andrew Zigler: That was the moat at the beginning of our conversation. It's the speed in combination with your. Very specific domain understanding of what you're building and what you're creating, and your new role as the steward of that world and how people plug into it, which [00:19:00] has frankly, a lot more influence and power than lording over a closed. [00:19:04] Andrew Zigler: You know, repository or an ecosystem, and like you said, like throwing things over the wall. Sure. There, there might be people always on the other side of that wall, but you're not gonna have a great connection with them. You're not gonna be able to really clearly understand them. I, I like your metaphor of the side of the field of the mountain a lot more. [00:19:23] Andrew Zigler: But, but in the, in this world, you know, where. That speed is, is the power and, and open source is just one way that you can harness that speed to get really far ahead and to innovate. , There's other parts of this equation that you can be experimenting with too, and I'd love to pick your brain about them as a software leader and, and, and one of them is about looking forward and kind of understanding that future that we're all building towards and beyond today's models and hardware. [00:19:48] Andrew Zigler: You know, what do you see as the next major bottleneck or opportunity in the AI compute space? As, as you know, enterprises and folks start to get a little more mature about what's available to [00:20:00] them. [00:20:00] Anush Elangovan: Yeah, I think, the bottleneck and opportunity is, uh, what I'd call, call walking the last mile of ai. Right. Uh, and like I I, I gave you an example, uh, previously, but, but it's similar to that. It's like there are cases where Humans have so many, uh, things to do in your day. You know, like the, if we sit down and actually had a customer focus like, okay, these customers lives, I'm gonna save four hours of this customer's life. And if you actually sit down and look at all of that, it'll be. Easily automatable, easily you know, uh, applicable, uh, for ai, right? [00:20:39] Anush Elangovan: Like, but then making it happen is gonna take a little bit, right? It's like maybe it's, uh, paying your utility bill, right? Or something like that, right? Or, or, your healthcare explanation of benefits. Uh, like, I'm sure you get an explanation of benefits, and I'm like, I, I don't even know what that thing is. [00:20:55] Anush Elangovan: It's just like EOB and like. [00:20:57] Andrew Zigler: it's a big, a big old PDF. Yeah, [00:21:00] exactly. [00:21:01] Anush Elangovan: Like, like, I'm like great straight to the, uh, shredder, right? And but that could be, you know, automated with the ai, right? It, it, it'd be like, Hey, the summary of this thing is you went and visited this day. Everything is okay. Everything is paid for, so don't worry, it's not a bill. [00:21:17] Anush Elangovan: That again, the same, uh, thing, but the sense of what that information overload is could be. Digested by ai, uh, accumulated over time and retrieved when you need it. Like, I don't, I actually don't even need to know this EOB right now, unless of course, whenever I need to know it, that maybe, you know, like for some benefits I need to figure out what do, what did I do over the past year and how do I apply it? Source:

Mike

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