正在加载视频...

视频加载失败

🎙️ CloudCast Ep 03 w/ Swissy just dropped 🔥 Dom’s DFINITY Foundation | $ICP 2.0 roadmap is BULLISH as hell Caffeine → Utopia → Convo → Cloud Engines → Mission 70 ☕🌐⛓️🤯 From Swiss R&D lab → full-blown tech venture... ICP isn’t fighting Amazon Web Services — it’s about...

14,937 次观看 • 7 个月前 •via X (Twitter)

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

INTERNET COMPUTER'S CLOUD ENGINES REPRESENT AN INFLECTION POINT... Founder of Internet Computer (DFINITY Foundation), Dominic Williams (dom | icp), while celebrating the protocol's five-year journey, provided a detailed preview of “Cloud Engines." Cloud Engines is the sovereign frontier cloud technology that the network will soon provide via opencloud(.)org. He stated that Cloud Engines will enable anyone to spin up their own tamperproof sovereign cloud by selecting and configuring nodes within the mathematically secure Internet Computer network. The founder emphasized that the technology is built specifically for the AI era, enabling AI agents to create and update online applications and services without the need for security teams or sysadmins. Additionally, software hosted on Cloud Engines is immune to infrastructure hacks, guaranteed to run as long as sufficient nodes remain operational, and protected by orthogonal persistence in the Motoko language, which automatically detects and prevents “lossy” AI-generated updates. He added that users will soon be able to develop and deploy apps directly from AI platforms such as Claude or Perplexity, with seamless integration through caffeine, while maintaining full tech sovereignty. Cloud Engines allow owners to choose node operators and locations, mix Big Tech instances (Amazon Web Services, Microsoft Azure, Google), add sovereign AI nodes, and scale capacity instantly without downtime or vendor lock-in. In summary, Cloud Engines is an inflection point in the Internet Computer’s history.

BSCN

12,138 次观看 • 2 个月前

Dear ICP community, the Internet Computer has now been running strong for 5 years 👏👏👏 Here is a celebratory preview of ICP "cloud engines," the sovereign frontier cloud technology the network shall soon provide from Main points: — Cloud engines enable anyone to spin up their own sovereign frontier cloud. The technology involves an extraordinary inventive step, in which cloud is created from a mathematically secure network of nodes. The nodes run as part of the Internet Computer network ( but are selected and configured by the cloud engine's owner. — The frontier cloud provided by engines is strongly focused on enabling AI agents to build and update online applications and services for us. The world is changing fast, and nearly all new online apps and services are already being built with the help of AI, and thus cloud engines target the future of cloud. — Software hosted on cloud engines is tamperproof, which means that it is immune to infrastructure hacks, because it runs inside a mathematically secure network protocol, rather than on computers directly. This means that AI agents, and those building with them, don't need to have a security team in the loop, or to trust someone else's security team. This is crucial, because in the future, non technical people will demand the freedom to build with full automation — where they just need to issue instructions to AI about what to build, and don't need to worry about anything or anyone else. Of course, apps and services running on engines are also vastly safer from the new breed of hacker being enabled by frontier AI. (The cloud engines themselves are also "tamperproof." Even if a hacker gains physical access to some portion of a cloud engine's nodes, and can make arbitrary changes, the computations and data of the hosted apps and services cannot be corrupted or interrupted so long as the network's fault bounds aren't exceeded. The recent hack of Vercel, a major cloud platform, which gave hackers access to the apps it hosted, provides additional perspective on the importance of this advantage.) — Software hosted on cloud engines is guaranteed to run, so long as a sufficient number of the engine's nodes are running. This means that AI can build applications and services without the need to have a human systems admin team constantly tinkering with the underlying platform to keep it running, which is again crucial, because in the future, non technical people will expect the freedom to use AI to build without the support of others. — New frontier programming language technology, in the form of the Motoko language developed by Caffeine Labs, leverages seminal "orthogonal persistence" technology that unifies program logic and data to deliver further unlocks for AI (Motoko is the first computer language being developed that targets agents that are writing software rather than humans engineers per se). Nowadays, AI can build and update production apps at a prodigious rate, even at the speed of conversation. But it can also make mistakes, and there's a risk that an update it creates might be "lossy" in the sense it causes some transformed data to be lost. Again, in this new world, it's both undesirable and impractical for everyone to have to have a systems admin team on-hand to detect lossy updates and roll them back, but Motoko provides a solution: it can detect new software updates are lossy before they are applied, reducing potentially catastrophic errors by AI to harmless coding retries. — Software hosted on cloud engines is "serverless" but unlike traditional serverless software, directly it directly incorporates data through "orthogonal persistence." Another key purpose is simplify backend software logic and fuel the modeling power of AI by increasing abstraction (sorry for the technical language!!!). Put simply, this enables AI to produce more sophisticated backends, faster, and at dramatically lower costs, as measured by the number AI API tokens consumed during coding. (Tip for the technical: orthogonal persistence is a new paradigm where "the program is the database," and data lives inside program variables, which is possible because it's as if hosted software runs forever in persistent memory). — An expanding database of skills at shall make it possible to develop and directly deploy apps and services to your cloud engines directly from Claude Code, Perplexity, Codex and other AI platforms. Further, your account on can be connected, so that new apps and updates created through conversation automatically appear hosted from your cloud engine. In the future, R&D is going to be very seamless. You converse with AI, and your secure and unstoppable apps or services are created or updated. Cloud engines are designed to directly support this "self-writing cloud" future where we can work hands-free. — Tech sovereignty is becoming a huge issue worldwide, with governments and corporations seeking to create sovereign tech stacks owing to geopolitical tensions. Increasingly, people are realizing that tech provided by foreign nations can come with hidden backdoors and kills switches, from the base platform, right up through hosted apps and services. ICP technology is open source, and those building on ICP using AI own their own source code. When you have the source code, you can verify that there are no backdoors, and when you own the source code thanks to AI, you can update it at will, freeing you from vendor lock-in. But cloud engines take sovereignty much further... — You create a cloud engine by selecting the nodes that will be combined. You can choose the class of nodes used, and their number, but more importantly, you can choose who operates the nodes, and where they are located. Almost any configuration is possible, because the Internet Computer scales the security privileges afforded to hosted software within the network according to configuration (software hosted on cloud engines can directly interoperate with software on other engines and traditional subnets, but base restrictions are applied according to security rules). A cloud engine can be created within a region such as Europe, to comply with regs such as GDPR, or completely within a sovereign state like Switzerland or Pakistan. But cloud engines go further still... — Sovereignty is also about freedom from vendor lock-in. Cloud engines are essentially ICP (Internet Computer Protocol) network configurations, and this means the underlying compute nodes they combine can be swapped out without interrupting their hosted apps and services. This is a big deal. In addition, cloud engines now support nodes that are instances running on Big Tech's clouds, in addition to nodes that are dedicated specialized hardware, as per the Gen I and Gen II nodes that dominate the Internet Computer today. For example, it is possible to have an engine running across different AWS data centers, say, and then reconfigure the engine to run across a mixture of AWS, Google, Azure and Hetzner for even more resilience, without the users of hosted apps and services noticing a thing. That's true freedom. — Sovereign AI is becoming increasingly important too, and cloud engines allow special "AI nodes" to be added to them, so that hosted software can perform inference on hardware provisioned by the owner from a location the owner has selected. Even though the AI nodes are only accessible within the cloud engine, they can still benefit from the forthcoming Internet Intelligence Gateway (IG), which will make it possible to validate inference performed on key frontier open weights LLMs, even when the inference is performed on completely independent AI clouds. When the results of inference are received, this technology can verify that neither the prompt+context (input) nor the inference result (output) have been modified, and that the results were produced by the precise LLM expected. This ensures that AI clouds don't cheat by running inference on cheaper models than are being paid for, and bad actors aren't modifying the inputs or outputs to surreptitiously insert advertising into results, say, or change facts, or insert malware when code is being generated. What's super cool about this technology is the cost of the verification is scalable. A very valuable additional security can be achieved with only 1-2% of extra cost. — Scaling apps and services when they hit capacity limits is another thorny problem that cloud engines help the world address. Engines make scaling possible without rewriting or reconfiguring software. The query workload capacity of hosted software can be horizontally scaled simply by adding new nodes to an engine, and nodes can also be added in geographical proximity to demand. Meanwhile, update workload capacity can first be scaled-up by swapping an engine's nodes out for the next class up, and then when no larger class of node is available, horizontally scaled-out by "splitting" the engine into two, which doubles available capacity. (Technical tip: horizontally scaling update capacity by splitting engines requires multi-canister architectures). — For those who have been following how Caffeine builds apps that can efficiently store large numbers of files, I should mention that apps built on cloud engines will also support the new ICP Blob Storage cloud network (since cloud engines currently have up to about 3 TB of memory, which apps storing large amounts of files can easily exceed). We are also working on allowing blob storage nodes to be added to cloud engines, to enable sovereign mass blob storage within an engine, similarly to how AI nodes can be added currently. — Lastly, but certainly not least, I should mention that cloud engines are multi-blockchain capable, and ready for digital assets, thanks to the clever math at their core. For example, an e-commerce service built on a cloud engine can securely accept and custody stablecoin payments, or a multi-chain DEX could be hosted. Further, engines can support software autonomy (software orchestrated and controlled by other autonomous software, in a decentralized way) and can themselves be orchestrated by SNS technology, and thus run autonomously too. Today, though, the focus is on *mainstream* cloud. This year, the cloud industry will generate approximately one trillion dollars in revenue. That number is already huge, but is expected to grow to two trillion dollars by 2030. After years of continuous development, which have seen more than $500m spent on R&D, the Internet Computer network is now tacking directly toward this mainstream cloud market with cloud engine technology. In their first version, cloud engines are not meant to be a cloud panacea. For example, currently they are not ideal for working with big data. You should use something like DataBricks for that. Cloud engines are carefully targeted at enabling AI to produce traditional online applications and services, including SaaS, in a safer and more productive way, which represents a new market segment with tremendous potential. Of course, DFINITY will continue to work relentlessly to push forward ICP's capabilities, so expect further developments. It's worth mentioning that this cloud segment isn't just about creating new apps and services using AI, it's also about replacing legacy systems and apps built on super expensive SaaS services. Caffeine Labs is working to produce technology (Caffeine Snorkel) that can study an enterprise's legacy systems and app built on SaaS, create replacement systems and apps, and migrate the data, while supporting key stakeholders through the process over email and chat, with full automation. Thus the legacy systems and SaaS markets shall also be addressed by cloud engines. Zooming out, and reasoning in a more metaphysical way, we believe, as we always have, that there is room for a new kind of cloud created by mathematical networks, that provides seminal advances in the fields of security and resilience, as well as true sovereignty and freedom from lock-in. That this same technology, with the help of additional technologies like orthogonal persistence and Motoko, enables AI to build for us without the need for so much oversight, and to create more backend sophistication while consuming fewer AI API tokens, enables ICP to bring game-changing advances to the world. Cloud engines will work synergistically with the Intelligence Gateway, which will enable apps and services running on engines to seamlessly leverage AI, wherever that AI is running, while providing verifiability at extremely low cost for open weights frontier models. We believe that cloud engines represent an inflection point in the storied history of the Internet Computer project, and I'm very proud to be sharing the details with you on the network's fifth birthday 💪 I'll be back with more news soon!!

dom | icp

266,920 次观看 • 2 个月前

🚨 THEY’RE NOT JUST WATCHING YOU THEY’RE INSIDE YOUR MIND RIGHT NOW MK ULTRA 2.0 is LIVE. 🚨 Amazon, X, Facebook, all social media's, ANOTHER PURPOSE FOR THE DATA CENTERS! Google's CIA-built cloud isn’t storing your photos… It’s mapping your thoughts, syncing your brainwaves, and turning humanity into remote-controlled puppets. This isn’t sci-fi. This is the silent war they never told you about. Watch this explosive video exposing: - Whistleblower Bryan Kofron revealing Security Industry Specialists’ role in targeting citizens. - DARPA brain implants & neural interfaces. - Patents that prove they can read, write, and hijack your brain activity. - How Amazon Web Services + CIA tech = Electronic Brain Link for mass control. Reply and Tag 5 Friends! Let’s break the matrix! If your thoughts can be read and influenced through your phone/cloud… how many of your “decisions” |are actually yours? Why is Amazon (CIA contractor) pushing Neural tech while everyone’s addicted to Alexa and Prime? Have you felt random mood swings, brain fog, or “forgotten” thoughts lately? Could it be more than stress? Who benefits from a population that’s anxious, divided, and easily triggered? Follow the patents. What’s your first step to reclaim your mind? (No fluoride, ground yourself, detox, awareness?) DROP a like if you’re not their puppet anymore. RT + Comment your #1 question Below. The algorithm can’t hide this forever. Share this with 5 people who still think it’s “just a conspiracy.” The Great Awakening isn’t coming... it’s HERE. Let me know what you think, and SHARE THIS so that others may too! And check out the thread below 👇

Noah B. Price

11,783 次观看 • 1 个月前

A video-text summary of my argument that we now live in the age of TECHNOFEUDALISM (in 16', 2000 words): Wherever we turn, we witness the triumph of capital. Capital has prevailed everywhere: in warehouses, factories, offices, universities, public hospitals, the media – in space but also in the microcosm of genetic engineering. So, how do I dare claim that capitalism has been killed? By whom? The deliciously ironic answer is that capitalism was killed by its own hand… by capital! If I am right, the issue is not what AI will do to us in the future but what has already happened: Capital became so dominant that it mutated into a variant so toxic that, like a stupid virus, it killed off its host, capitalism, replacing it with something far, far worse. This new mutant capital, that killed capitalism, lives in the proverbial cloud – so, let us call it cloud capital. What is cloud capital? What makes it so different? Cloud capital, of course, does not really live up in the cloud. It lives down on Earth, comprising networked machines, server farms, cell towers, software, AI-driven algorithms – and of course it lives on our oceans’ floors where untold miles of optic fibre cables rest. Unlike traditional capital, from fishing rods to the steam-engines of the Industrial Revolution to today’s modern industrial robots that are produced means of production, cloud capital does not produce anything – it comprises machines manufactured so as to modify human behaviour. That’s what Amazon’s Alexa or Google’s Assistant or Apple’s Siri is: It is a produced means of behavioural modification. It is a machine, a piece of capital, which we train to train us to train it to determine that which we want. And, once we want it, the same networked machine sells it to us, directly, bypassing markets. As if that were not enough, the same machinery succeeds in making us sustain the enormous behavioural modification machine network to which it belongs with our free voluntary labour. We are sustaining it as we post reviews, rate products, upload videos, rants, photos - we help reproduce cloud capital without getting a penny for our labour. In essence, it has turned us into its cloud serfs! Meanwhile, in the factories and the warehouses, where waged proletarians work under increasingly precarious conditions, the same algorithms that modify our behaviour and sell products to us directly – those algorithms are deployed, usually by digital devices tied to the workers’ wrists, to make proletarians, workers in the warehouses, in the factories work faster, to direct and to monitor them in real time. I started by saying that wherever we turn, we stumble on the triumph of capital. But it is cloud capital that is the real winner. It is amazing how it performs, at once, five roles that used to be beyond capital’s capacities: Cloud capital grabs our attention. It manufactures our desires. It sells to us, directly, outside any traditional markets, that which is going to satiate the desires it made us have. It drives proletarian labour inside the workplaces. And it elicits massive free labour from us, its cloud-serfs. Is it surprising that the owners of this cloud capital – let’s call them cloudalists – have a hitherto undreamt power to extract? To extract gargantuan surplus value from proletarians; untold quantities of free labour from almost everyone; and mind-numbing cloud rents from vassal capitalists – from sellers? Is it a wonder that they are vastly more powerful than Henry Ford or Rupert Murdoch could ever be? “Hang on”, I hear you say. “Is Jeff Bezos really different to Henry Ford? Aren’t they all a species of monopoly capitalists? Monopolists?” No, is not a monopolistic capitalist enterprise. The moment you enter you have exited capitalism altogether! Sure enough, the place is teaming with buyers and sellers. So, yes, it is an enormous trading platform but, no, a market it certainly is not! One man called Jeff owns everything. But he is much, much more than a mere monopolist. Jeff doesn’t own the factories that produce the stuff sold on his platform by traditional capitalists who have to use it to ply their trade. What he does own is more important: Jeff owns the algorithm that decides which products you see and which you don’t – the very algorithm that you have trained to know you perfectly so that it matches youwith a seller, whom it also knows perfectly well, with a view to maximising the probability that every such match, transaction, will generate, for Jeff, the highest rent that Jeff can charge the seller for what you buy: up to 40% of what you pay is pocketed by Jeff, the cloudalist! The mind rebels at the enormity but also the radical novelty of this kind of exploitation: The same algorithm that we help train in real time to know us inside out - that same algorithm both modifies our preferences and administers the selection and delivery of commodities that will satisfy these preferences. If you and I were to type “electric bicycles” or “binoculars” while in you and I would get totally different recommendations. In a traditional market or shopping mall it would be as if you and I were walking next to each other, our eyes trained in the same direction, the same shop window, but we were to see different things depending on what Jeff’s algorithm wants each one of us to see. Everyone navigating around – except Jeff Bezos of course – everyone in is wandering around in algorithmically constructed isolation as if in a Panopticon where, unable to see each other, we only see Jeff’s all-seeing algorithm or, more accurately, only what his algorithm allows us to see with a view to maximising his cloud rent – which is, of course, today’s version of the ground rent that the feudal lords used to extract from their vassals and their peasants. This is not capitalism. Ladies and gentlemen, welcome to technofeudalism! How did cloud capital kill capitalism? How did it rise up? Who paid for it? Capitalism, lest we forget, had two pillars: markets and profit. Of course, markets and profit remain ubiquitous. Nevertheless, cloud capital has evicted both markets and profit from the centre of our socioeconomic system, pushing them out to its margins, and replacing them: Markets, the medium of capitalism, have been replaced by cloud fiefs – digital trading platforms like or Alibaba which, as we saw, look like, but are not, markets. And Profit? The fuel of capitalism? Well, that has been replaced by its feudal predecessor: rent. But, specifically, a new form of rent, a cloud rent that must be paid for access to those cloud fiefs or digital platforms. But how did cloud capital emerge?It began life in the late 1990s when the original Internet, which was a Commons – it functioned as a capitalism-free-zone – that original Internet, Internet 1.0 if you want, was privatised by the emergent Big Tech. Who paid for the trillions it cost to manufacture and to accumulate cloud capital so quickly in the hands of so very few cloudalists? The startling answer is: The G7 countries’ central banks, mostly! How did that happen? Well, by accident, or – to be more precise – by… crisis! After the financial sector collapse of 2008, our central bankers printed up to $35 trillion to bail out the bankers at a time when the governments were subjecting our peoples to harsh austerity. Capitalists were clever enough to foresee that the many would be too impecunious to buy their stuff. So, instead of investing, they took the central bank money to the stock exchange and the bond markets, where they bought shares, bonds – along with yachts, art, bitcoin, NFTs any ‘asset’ they could lay their hands on. The only capitalists who actually invested in capital were Big Tech owners. For example, 9 out of every 10 dollars that went into creating Facebook came from these central bank monies! That’s how cloud capital was financed and how the cloudalists became our new ruling class. As a result, real power today resides not with the owners of machinery, buildings, railway and phone networks, industrial robots. These old-fashioned, terrestrial capitalists continue to extract surplus value from waged labour, but they are no longer in charge, as they used to be. They have become vassals in relation to the owners of cloud capital, of the cloudalists. As for the rest of us, we have returned to our former status as serfs, contributing to the wealth and power of the new ruling class with our unpaid labour — in addition to the waged labour we perform, when we get the chance to do it. But surely, someone will say, this is still capitalism, isn’t it? So, you are still unconvinced? I know, it is hard to part with the term, with the word, capitalism. It is not just liberals who think of capitalism like fish think of the water they swim in – as natural. Socialists too need to feel that our purpose in life, the reason we landed on this Earth, is to overthrow capitalism. The news that I bring that capital beat us to it, and now we have something worse in capitalism’s place, that news is hard to accept. Indeed, it is mostly my fellow-travelling leftist friends who try to dissuade me – to convince me that, yes, cloud capital may be important but “this is still capitalism mate”. Let’s call it rentier capitalism or monopoly capitalism, they suggest. But that simply will not do! Cloud rent is not like ground rent, because it requires massive investment in new tech. And it is not monopoly rent either, because Bezos and Zuckerberg, instead of monopolising markets to sell their manufactures (like Ford and Eddison did), Bezos and Zuckerberg have replaced markets and have no interest in manufacturing anything (unlike Henry Ford and Thomas Eddison). How about surveillance capitalism? Again, no, it won’t do. Cloudalists do not simply use algorithms to brain wash us on behalf of advertisers in an otherwise capitalist setting. No, cloud capital reproduces itself through our free-labour, it directly exploits waged labour, and it squeezes cloud rents from vassal capitalists in trading platforms that are not markets. This is not capitalism folks! Any kind of capitalism. But what about the observation that technofeudalism is parasitic on the capitalist sector within it? Yes, it is true. Were the conventional capitalists to die out, cloudalists would perish, unable to skim off cloud rents from the manufacturers. So what? After capitalism overthrew feudalism, capitalists were also parasitic on landowners, in the sense that, without private land producing food, capitalism would wither. Similarly, now: While the traditional capitalist sector feeds technofeudalism, it is cloud capital and cloud rent that dominate. Does it matter whether we call it technofeudalism or some form of capitalism? At this point, it is important to recall Marx’s maxim that the point is not to interpret but to change the world. So, does it matter if this is still capitalism or whether we call it technofeudalism? I think it does. Recognising that our world has become technofeudal helps us grasp the enormity of what it will take to organise the victims of exorbitant power, the exploited who, now, include not only waged labourers but also the hordes of cloud serfs who are reproducing the very cloud capital that keeps them in a state of deepening precarity. The concept of technofeudalism drives home the point that organising auto-workers and nurses, while still essential, is insufficient. It elucidates what it will take to organise the movements against the fossil fuel cartel when our means of communication are run on cloud capital primed to poison public opinion. It explains how the shift to electric cars caused German deindustrialisation, as profits due to precision mechanical engineering are being replaced by rents extracted by owners of the cloud capital keeping tabs on the drivers’ routes and in-cabin habits. Elon Musk’s decision to buy Twitter suddenly makes a lot more sense. Twitter for Musk is an interface between his mechanical capital stock at Tesla and SpaceX and cloud capital. The New Cold War between the USA and China, especially after the war in Ukraine, is explained as the repercussion of an underlying clash between two technofeudalisms, one whose cloud rents are denominated in dollars the other in yuan. Isn’t it mindboggling? It took mind-bending scientific breakthroughs, fantastical neural networks, and imagination-defying AI programs to accomplish what? To create a world where, while privatisation and private equity asset-strip all physical wealth around us, cloud capital goes about the business of asset-stripping our brains. To own our minds individually, we must own cloud capital collectively. Once we have reclaimed our minds, we can put them collectively to work out a way to create a new cloud capital commons. It will be damned hard. But it’s the only way we can turn our cloud-based artefacts from a produced means of behaviour modification to a produced means of human collaboration and emancipation. Cloud serfs, cloud proles and cloud vassals of the world, unite! We have nothing to lose but our mind-cloud chains! US Edition: UK Edition: Greek Edition:

Yanis Varoufakis

1,816,294 次观看 • 2 年前

I don’t know if it’s my excess hopium, but… Could #InternetComputer be the digital infrastructure for the U.S. National Crypto Reserve? In recent days, the crypto market has faced extreme volatility due to global economic uncertainty and Trump’s new tariff policies. Bitcoin has held its support at $90,000, gaining dominance but negatively impacting altcoins, including #ICP. However, the real focus isn’t on the present—it’s on what’s coming next: the imminent decision on the U.S. National Crypto Reserve. 🔥 📍 Davos 2025 and ICP’s Key Role At this year’s World Economic Forum, Internet Computer played a pivotal role with major announcements regarding its decentralized digital infrastructure. Additionally, it secured strategic agreements with #HBAR to merge the best of both technologies, all under the watchful eye of 𝙺𝚒𝚖𝚋𝚊𝚕 𝙼𝚞𝚜𝚔 🤠. This signals an increasing alignment between Web3 innovations and global geopolitical leaders. 🏛 Trump and the U.S. National Crypto Reserve At Davos 2025, Trump signed an executive order formally recognizing the importance of digital assets and establishing a task force to regulate and potentially create a National Crypto Reserve. If the U.S. truly seeks a secure, efficient, and decentralized infrastructure for this reserve, #ICP stands out as the best option. 🔗 ✅ Smart contract hosting on a fully decentralized blockchain ✅ Complete independence from centralized servers (Amazon Web Services, Google Cloud, Microsoft Azure) ✅ Maximum security and digital sovereignty for the U.S. 🚀 The HBAR-SpaceX Connection & Cardano’s Integration with ICP • #HBAR already has ties to SpaceX, with the launch of a satellite for decentralized infrastructure. 🚀 • Charles Hoskinson has publicly expressed interest in integrating ICP’s Chain Key technology with Cardano, opening the door to a new level of blockchain interoperability. • We are witnessing the birth of a technological convergence where the most advanced blockchain infrastructures are aligning to shape the future of digital sovereignty in Web3. 🌍 And What About the European Union? The EU has rejected Bitcoin as a reserve asset due to environmental concerns. But ICP provides the perfect solution: ✅ ckBTC enables scalable Bitcoin transactions with minimal fees ✅ Chain Key eliminates the need for centralized bridges ✅ Complies with the EU’s environmental commitments If both the U.S. and Europe need a secure, decentralized digital infrastructure… what better option is there than ICP? 🔥 The Ultimate Question: If the U.S. government is truly seeking a secure digital reserve, how will it ensure its custody without relying on centralized and vulnerable infrastructure? ICP is the only viable solution to host, secure, and manage digital assets in a fully decentralized way. 📌 Are we witnessing the formation of the blockchain infrastructure that will power the U.S. National Crypto Reserve? Or should I lay off the hopium? 🚀♾️ #InternetComputer #ICP #Cardano #ADA #HBAR #Web3 #ChainKey #SpaceX #Decentralization #Bitcoin #Crypto #Trump DFINITY Elon Musk Donald J. Trump Bloomberg Forbes CoinDesk

Felipe.icp ∞

10,260 次观看 • 1 年前

Say hello to a massive acceleration of AI smart contracts 🧠 on the Internet Computer #ICP blockchain. Brilliant work by the DFINITY Foundation team has accelerated deterministic floating point instructions by 10X. We continue on our mission to run sophisticated LLMs as smart contracts 👊⚡️🔥 In the demo, image classification is now running 3X+ faster (across 3-4 blocks through consensus compared to 10-12 before). Naturally, the gas/cycles costs of AI inference has come down commensurately. The acceleration was achieved through broad low-level work, which includes commits to the public Wasmtime virtual machine implementation of WebAssembly. Coming optimizations will take us much further. The next optimization will include the integration of SIMD instructions into the smart contract execution environment, which will allow multiple floating point calculations to be performed in parallel through the execution of a single instruction. Something crucial: also in near sight, is the migration of the ICP smart contract environment from 32-bit Wasm to 64-bit Wasm, which will scale the number of AI model weights that can be loaded into contract memory from 2B to whatever is needed for sophisticated LLMs. Somewhat further away, is the provision of new APIs allowing canister smart contract code to export AI computations for accelerated processing on GPUs. This will require substantial work to address the challenges of achieving deterministic computation directly on the silicon, and for the community to agree a new public spec for node machines that pack GPUs, and to add compliant blockchain nodes to the network. Together, these improvements will unlock further orders of magnitude acceleration of AI smart contract inference (and potentially training). We believe that in the future vast numbers of AI models will run as smart contracts, which will prevent them being hacked (and thus the sensitive data they ingest being stolen), make them unstoppable, make them transparent, and where needed, allow them to run autonomously – for example for purposes such as KYC or EVM smart contract verification/certification. In the future, you will be able to have a conversation with a blockchain, and ask it to do reasoning for you. In this bright future, on-chain AI will be at the heart of Web3 – and to be clear, the Internet Computer's chain key technology will allow direct trustless integration with smart contracts on traditional chains such as Ethereum, Solana and NEAR. Join the #ICP mission to run the most impactful AI models on blockchain as smart contracts, and help make the Internet Computer the "everything computer." Join next week's Global R&D for details about the low-level deterministic floating point optimizations. Thanks for following 💪
2:03

Sensitive content

Say hello to a massive acceleration of AI smart contracts 🧠 on the Internet Computer #ICP blockchain. Brilliant work by the DFINITY Foundation team has accelerated deterministic floating point instructions by 10X. We continue on our mission to run sophisticated LLMs as smart contracts 👊⚡️🔥 In the demo, image classification is now running 3X+ faster (across 3-4 blocks through consensus compared to 10-12 before). Naturally, the gas/cycles costs of AI inference has come down commensurately. The acceleration was achieved through broad low-level work, which includes commits to the public Wasmtime virtual machine implementation of WebAssembly. Coming optimizations will take us much further. The next optimization will include the integration of SIMD instructions into the smart contract execution environment, which will allow multiple floating point calculations to be performed in parallel through the execution of a single instruction. Something crucial: also in near sight, is the migration of the ICP smart contract environment from 32-bit Wasm to 64-bit Wasm, which will scale the number of AI model weights that can be loaded into contract memory from 2B to whatever is needed for sophisticated LLMs. Somewhat further away, is the provision of new APIs allowing canister smart contract code to export AI computations for accelerated processing on GPUs. This will require substantial work to address the challenges of achieving deterministic computation directly on the silicon, and for the community to agree a new public spec for node machines that pack GPUs, and to add compliant blockchain nodes to the network. Together, these improvements will unlock further orders of magnitude acceleration of AI smart contract inference (and potentially training). We believe that in the future vast numbers of AI models will run as smart contracts, which will prevent them being hacked (and thus the sensitive data they ingest being stolen), make them unstoppable, make them transparent, and where needed, allow them to run autonomously – for example for purposes such as KYC or EVM smart contract verification/certification. In the future, you will be able to have a conversation with a blockchain, and ask it to do reasoning for you. In this bright future, on-chain AI will be at the heart of Web3 – and to be clear, the Internet Computer's chain key technology will allow direct trustless integration with smart contracts on traditional chains such as Ethereum, Solana and NEAR. Join the #ICP mission to run the most impactful AI models on blockchain as smart contracts, and help make the Internet Computer the "everything computer." Join next week's Global R&D for details about the low-level deterministic floating point optimizations. Thanks for following 💪

dom | icp

278,296 次观看 • 2 年前

$ICP = World Computer (Since 2015)⬇️ In 2014, dom williams.icp ∞ , Chief Scientist of the DFINITY Foundation became involved with the early Ethereum community. At the time, the concept of a blockchain that could run software (i.e. smart contracts), which stored and processed data within an unstoppable, tamperproof and autonomous on-chain environment, was both revolutionary and controversial within the industry. At some point, the concept of a blockchain playing the role of a “World Computer” was mooted within the Ethereum community. One interpretation was that such a network would perform a trickle of simple but important smart contract computations for the world. However, Dominic’s interpretation, based on his work, was that World Computer blockchain would inevitably eventually host much of humanity’s systems and services, and all its data and compute, largely replacing traditional IT, and transforming social media, gaming, finance, enterprise systems and many other domains. In 2015, however, Dominic was a lone heretic, and was largely alone in believing that the creation of a true World Computer blockchain was technically feasible, let alone that it might be capable of successfully playing that role in competition with centralized computing infrastructure. Since Dominic strongly believed otherwise, based on his accumulated technical experiences and work on crypto theory, he decided to dedicate himself to blockchain research that might realize the concept, originally, he hoped, in the form a more advanced Ethereum 2.0. He stopped work on Pebble, and directed all his future efforts towards the realization of the World Computer blockchain vision. In early 2015, Dominic’s thinking about blockchain design had become more mature, and he began proposing new approaches to consensus, applied cryptography and blockchain network architecture. Around that time, he began using the name DFINITY as a brand for his work, which takes its characters from decentralized infinity. Through the period 2015 to 2016, Vitalik Buterin, and associates such as Vlad Zamfir, were the Ethereum project’s primary consensus researchers, and were highly focused on developing cryptoeconomic schemes, including under the Casper banner. Meanwhile, Dominic was more focused on finding new ways to leverage advanced cryptography and distributed computing math, and devising alternative blockchain architectures, which might enable a World Computer to be produced. Owing to the long-term nature of Dominic’s work, and it’s more technical approach, eventually it became clear to him that DFINITY should become an independent project. Panel Moderator: Martin Koeppelmann, Panel (from Right to Left): Dominic Williams, Vitalik Buterin, Vlad Zamfir, Jae Kwon, Recorded at the Silicon Valley Ethereum Meetup – October 22nd, 2016

Fabio

12,765 次观看 • 7 个月前

HORRIFYING: Flock Cameras are quietly installing an AI-powered mass surveillance network across America — and the connections run straight to Palantir and Peter Thiel. A veteran IT expert (20+ years, Fortune 500 network architect) dropped the receipts from Flock’s own patents and public records: Flock sells these as “simple license plate readers.” Reality: AI surveillance machines that capture EVERY passing vehicle AND person, transmit the data to a PRIVATE corporate cloud (AWS-based), and make it instantly queryable by police, state agencies, AND federal entities — including secret pilots giving Border Patrol access without cities even knowing. Your city pays for the cameras. You don’t own or control the database. No public records requests work against the private servers. Your daily movements are harvested by a multi-billion-dollar corporation that answers to venture capital investors, not to you or your elected officials. Flock didn’t hit $7.5 BILLION valuation on camera subscriptions alone. The math doesn’t add up — unless the real product is nationwide, cross-jurisdictional data. Now connect the dots: - Peter Thiel (co-founder of Palantir) is one of Flock’s primary early investors through his Founders Fund. - Flock data flows into Palantir’s data-fusion platform — the same system with a $30 million ICE contract. - Palantir’s own CEO recently admitted their technology is being used as a “political instrument” to reduce the power of certain voters. These aren’t separate companies with separate agendas. They are connected players building connected infrastructure for total visibility. Patents (like US11416545B1) go far beyond plates — they describe broader object detection and tracking of people and pedestrians. Nationwide lookups are enabled for most customers. Once the cameras are up, the data never expires and the queries are logged in a system you can’t audit. This is the foundation of an AI surveillance state being rolled out street-by-street, town-by-town — sold to you as “public safety” while your constitutional protections evaporate into a private cloud controlled by unaccountable tech billionaires. We’re not against police solving real crimes. We are against mass surveillance of innocent Americans by companies with documented deception and investors who openly talk about using technology for political power. Demand action now: - Full audit of every query against Flock data - Disclosure of ALL data-sharing agreements (especially federal) - Immediate vote to CANCEL every Flock contract nationwide Before “safety” becomes the permanent excuse for total control. Wake up. This is already happening in your city. Find the cameras near you and start asking questions.

Valerie Anne Smith

44,497 次观看 • 9 天前

In 2016, Marvell's largest design win was a Wi-Fi chip in the Barbie Dream House (Save this). That is a documented fact about one of the most remarkable corporate transformations in semiconductor history. Ten years and $36 billion in acquisitions later, Marvell is now the company that Jensen Huang invites onto the COMPUTEX stage, the same stage where he announced a $2 billion strategic investment into the company. Over 75% of Marvell's revenue today comes from data centers. To understand what Marvell actually is now, you need to understand what Matt Murphy did when he walked in as CEO in 2016. The company had stagnant growth, governance scandals, and a business model built around chips for hard drives, printers, and consumer electronics, exactly the wrong place to be as the cloud era was beginning. Murphy made a ruthless decision to kill every low margin consumer business and go all in on data infrastructure. Then he went shopping. 2018 - Acquired Cavium for $6 billion, bringing ARM-based network processors and the foundation for cloud infrastructure compute. 2019 - Acquired Avera Semiconductor, formerly IBM's custom silicon team, which gave Marvell the ability to design bespoke ASICs for hyperscalers. This is what opened the door to Amazon, Microsoft, and Google design wins. 2021 - Acquired Inphi for $8.2 billion, securing leadership in high-speed optical interconnect, the technology that moves data between and within data centers at the speed of light. 2021 - Acquired Innovium, adding cloud-optimized Ethernet switching to the portfolio. 2025/2026 - Acquired Celestial AI for $3.25 billion, bringing photonic fabric technology that places optical connections directly inside the chip package itself. Each acquisition followed the same formula, buy the technology that will be absolutely essential in the next generation of computing before anyone else is paying attention. Now here's the vision Murphy laid out at COMPUTEX 2026, and why it's the most important thing he's ever said publicly. He made one central argument, AI scaling is no longer limited by compute or memory but rather limited by connectivity. Training a frontier model requires tens of thousands and eventually millions of processors working as a single engine and making that happen is a connectivity problem above all else. Today, data centers are constrained by copper. Copper traces connecting chips inside a server can only move data so far, so fast, before bandwidth collapses and latency rises, that's why today's AI servers have to bundle everything, CPUs, GPUs, memory onto the same physical board sitting centimeters apart. When you replace copper with optics, distance disappears entirely. An optically connected server rack can communicate with another rack in a different building at the same bandwidth and latency as if they were the same machine. Memory can sit in one physical location, compute in another, networking in a third and a software orchestration layer composes the exact ratio the workload needs, on the fly, in real time. Murphy called this a data center without distance, a globally optically interconnected infrastructure where the rigid physical boundaries of today's servers begin to disappear entirely, and data centers function as one unified system. That is not a 10 year vision because Marvell's CPO (co-packaged optics) products are sampling in 2027 with volume shipments beginning 2028. Nvidia's Vera Rubin platform has already adopted Spectrum-X Ethernet Photonics, the first CPO switch in commercial production. The reason this makes Marvell's TAM almost impossible to cap is the following. Right now, Marvell's addressable market is the optical interconnect market, a segment projected to be worth $200 billion per year by end of decade. But if the data center without distance architecture actually materializes and the evidence suggests it will, then Marvell's TAM is not just the optical interconnect market but rather every connection in every data center on earth. Bullish on Marvel! Come join Milk Road Pro for just a $1, If you want the full Marvell breakdown on where it sits in our AI infrastructure portfolio, and our entire AI thesis. Link below!

Milk Road AI

21,550 次观看 • 1 个月前

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 次观看 • 1 年前

$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If you were excited about my thread on $AMD $AMZN AWS long time partnership, you will be even more excited about what Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s, with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However, AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership intensified with the launch of 3rd Generation EPYC "Milan" in 2021, powering Azure's N2D and C2D VM families. By 2025, Microsoft had integrated 5th Generation EPYC "Turin" into new compute-optimized instances, reflecting a strategic shift towards AMD for cost and performance benefits. This "Secret Weapon" breakthrough will mark another inflection point for AMD Microsoft Azure relationship, will probably be more aggressive than EPYC "Milan" moment in 2021. We can call it EPYC "Venice" moment 2026" 1. Technical performance of AMD EPYC "Venice" (2026) AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for Microsoft Azure , enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. ~Up to 256 Zen 6 cores, a 70% performance increase over "Turin," optimized for AI and HPC. ~Memory and Bandwidth: 1.6 TB/s per socket, doubling "Turin's" capability, with support for MR-DIMM/MCR-DIMM. ~Efficiency: 1,500-1,700W power draw, a 50% reduction, aligning with Microsoft's sustainability initiatives. ~Interconnect: PCIe 6.0 and a new chiplet fabric for rack-scale AI, reducing latency and enhancing scalability. 2. Why $MSFT will adopt $AMD YPYC Share to 50%+ in 2026. AMD EPYC Share: ~30-35% of Azure's x86 CPU-based business while Intel Xeon share is 65% Microsoft's Azure has been progressively integrating AMD EPYC, with "Venice" expected to expand this footprint: A. Dominance of AI Inference Workloads ~AI inference constitutes 80% of AI workloads in cloud environments, with latency-sensitive applications like chatbots, recommendation engines, and fraud detection requiring sub-second response times. ~"Venice's" 35x inference performance uplift directly addresses these requirements, outperforming Intel's offerings and custom Arm solutions in multi-threaded scenarios. B. Cost Efficiency and Operational Savings ~Azure's 2025 capex of $118B is under pressure to deliver returns. "Venice" can reduce operational expenses by $20-30B annually due to its power efficiency and performance gains, improving Azure's margins to 35-40%. ~The cost per inference operation is significantly lower with "Venice," estimated at 24-31% less than Intel-based alternatives, enhancing Azure's competitiveness against AWS and GCP. C. Scalability for Enterprise AI: ~"Venice" supports rack-scale AI deployments, enabling Azure to scale AI services for enterprise customers. For example, a 1,000-node cluster can process 700,000+ tokens per second, crucial for large-scale AI applications like personalized marketing and predictive analytics. ~This scalability is particularly important as Azure aims to capture the $100B+ AI opportunity by 2026, as stated by Microsoft CEO Satya Nadella. D. Reduction of Nvidia Dependency ~While Nvidia ( $NVDA) dominates AI accelerators, AMD's integrated EPYC-GPU solutions (MI450 with "Venice") offer a balanced approach, reducing Azure's reliance on Nvidia's high-cost GPUs. ~"Venice" enables hybrid inference models, where CPU-based inference handles 80% of workloads, and GPU acceleration is reserved for training and complex tasks, optimizing resource allocation. 3. Financial Implication: ~Revenue from Azure could reach $15-18B annually by 2026, part of a total revenue projection of $70-100B ~Profit margins could improve to 55-60%, boosting net income to $20-25B, supported by scale economies and reduced production costs. Intel could respond by giving more aggressive discounts, but this breakthrough has been a decade long of $AMD R&D, or rethinking chiplet design, a complete new approach. "Venice's" lead in AI inference and efficiency is challenging to match. Broader Industry: Other hyperscalers ( Amazon Web Services , GCP) and enterprises will follow Azure's lead, standardizing EPYC technology and pressuring Intel further. This could lead to a broader industry shift towards AMD, enhancing its ecosystem and bargaining power. Conclusion: The strategic adoption of AMD's 6th Generation EPYC "Venice" processors by Microsoft Azure in 2026 marks a pivotal moment in the evolution of cloud computing, particularly for AI inference capabilities. "Venice's" groundbreaking chiplet design, offering a 35x performance uplift for AI inference tasks, a 50% reduction in power consumption, and unparalleled scalability, positions Azure to leapfrog its competitors in the race for AI dominance. This technical superiority, combined with significant cost savings potentially $20-30B annually in operational expenses; aligns perfectly with Microsoft's ambitions to capture the $100B+ Revenue AI opportunity by 2026. The shift to 50% x86 market share for AMD within Azure is not merely a technical transition but a strategic realignment that redefines the competitive landscape. Historically, Microsoft's partnership with AMD has evolved from niche deployments to a core component of Azure's infrastructure, and "Venice" accelerates this trend. The 30-35% AMD EPYC share in 2025 is expected to double, driven by new VM families like C4D and H4D, which will dominate AI-intensive and HPC workloads. This migration is incentivized by "Venice's" efficiency gains, reducing dependency on Intel and Nvidia, and enhancing Azure's sustainability profile. Not Financial Advice!

Mike

141,018 次观看 • 9 个月前

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

TheValueist

101,296 次观看 • 7 个月前

⏰ THE MOST BANNED THREAD IN THE WORLD! 🚨 The War On Resonance PART TWO: The Architects of the Cage You’ve felt the dissonance. You’ve tasted the illusion. Now let me unveil the ones who built it. Because this is not the accidental collapse of human freedom. It is the strategic sterilization of God’s image through biotech, neuro-warfare, and frequency control; engineered by names you know and hands you were never meant to see. Let’s begin with the mask they taught you to worship. Elon Musk They called him a genius. A savior. A rebel billionaire. But what did he do? He blanketed Earth with over 5,500 Starlink satellites, NOT to provide free speech or faster internet, but to pulse synchronized frequency control over the entire electromagnetic field of Earth. DARPA has confirmed this tech in phase-array neuro-modulation. Then came Neuralink, an interface not designed to heal but to monitor, predict, and eventually override emotion, thought, and decision-making. Their official white paper outlines multi-user brainwave integration, cortical stimulation, and wireless data access from the human mind. And Neuralink? It’s funded by OpenAI; the same group building the cognitive infrastructure for post-human governance. Musk’s Tesla factory signed data-sharing agreements with the CCP in Shanghai. That data now flows through China’s national surveillance cloud. Musk didn’t build a utopia. He built the neural grid. Elon Musk / Neuralink / Starlink / OpenAI Neuralink Brain-Machine Interface (White Paper via PMC): This paper outlines Neuralink's initial steps toward developing a scalable, high-bandwidth brain-machine interface system. It details the design and implementation of flexible electrode "threads," a neurosurgical robot for precise implantation, and custom electronics for data processing. The system aims to facilitate communication between the brain and external devices. Tesla Data-Sharing with CCP: The article reports that Tesla established a data center in China to store data generated by its vehicles sold in the country, in response to regulatory scrutiny over data handling. This move aligns with China's efforts to ensure data security and privacy, especially concerning data collected by smart vehicles.​ DARPA N3 Program (Neural Interface Development): This program aimed to develop high-performance, bi-directional brain-machine interfaces that do not require surgical implantation. The goal was to enable able-bodied service members to control unmanned systems or engage in cyber operations through noninvasive neural interfaces.​ Bill Gates The king of vaccines. The messiah of health. The man who told you he wanted to save the world. Through the Bill & Melinda Gates Foundation, Gates funded global DNA-coding vaccine campaigns through GAVI and CEPI. He was one of the chief sponsors of Event 201; a pandemic simulation months before COVID-19, rehearsing lockdowns, speech control, biometric tracking, and mandatory vaccine passports. He also partnered with The Welcome Trust, which has actively deployed bio-digital identity programs across Africa and Southeast Asia. This wasn’t philanthropy. It was pre-injection infrastructure. Bill Gates / GAVI / Wellcome Trust / Event 201 Event 201 Official Simulation (Johns Hopkins): Event 201 was conducted on October 18, 2019, and simulated a series of dramatic, scenario-based discussions confronting difficult, true-to-life dilemmas associated with response to a hypothetical, but scientifically plausible, pandemic. The exercise aimed to illustrate areas where public/private partnerships will be necessary during the response to a severe pandemic in order to diminish large-scale economic and societal consequences. GAVI & Welcome Trust Digital Identity Integration: This page outlines the partnership's focus on global health initiatives, but it does not specifically mention digital identity integration. However, Gavi has engaged in digital identity projects, such as the collaboration with Mastercard on the Wellness Pass, aimed at providing individuals with secure digital identities to access healthcare services. For more information on this initiative, you can refer to the following article:​ Gavi Why we support COVAX: Mastercard - Gavi, the Vaccine Alliance Donald Trump Yes. I said it. This one will be the hardest for many to accept; but the truth is not loyal to your political beliefs. It is loyal only to God. Trump signed Executive Order 13887, transferring command over vaccine strategy to the Department of Defense. Read it yourself below. Then came Operation Warp Speed; a military-led bio-deployment that used Palantir’s surveillance dashboards to track every citizen’s health behavior and compliance. Palantir’s official site confirms this. He also gave full legal immunity to Pfizer and Moderna to deploy synthetic gene modulators under the Emergency Use Authorization. No liability. No justice. Just children d*ing while politicians smiled. That’s not patriotism. That’s biowarfare with a flag on it. Donald Trump / Operation Warp Speed / Executive Order Executive Order 13887 – Modernizing Influenza Vaccines (White House Archives): This executive order outlines a comprehensive strategy to modernize the U.S. influenza vaccine enterprise. Key objectives include:​ Trump signs executive order to improve flu vaccines HHS Releases the National Influenza Vaccine Modernization Strategy (NIVMS) 2020-2030: Executive Order 13887: Modernizing Influenza Vaccines in the United States to Promote National Security and Public Health, signed by President Donald J. Trump on September 19, 2019.​ This executive order outlines a comprehensive strategy to modernize the U.S. influenza vaccine enterprise. Key objectives include:​ Reducing reliance on egg-based vaccine production by promoting alternative manufacturing methods that are more agile and scalable.​ Expanding domestic capacity for vaccine production to ensure rapid response to emerging influenza viruses.​ Advancing the development of new, broadly protective vaccine candidates that provide more effective and longer-lasting immunity.​ Increasing influenza vaccine immunization across recommended populations to enhance public health and national security.​ The order also established a National Influenza Vaccine Task Force, co-chaired by the Secretaries of Health and Human Services and Defense, to coordinate efforts across federal agencies and report on progress.​ For a detailed overview of the executive order, you can visit the official archived page here: Executive Order 13887 – Modernizing Influenza Vaccines (White House Archives) CDC Partners with Palantir to Bolster the Fight Against COVID-19: This press release discusses the partnership between the CDC and Palantir to enhance the nation's public health response to COVID-19 using Palantir's software platforms. This page outlines how Palantir's software platforms, such as Foundry, have been utilized to support public health agencies in managing and responding to health crises, including the COVID-19 pandemic. Key highlights from the page include:​ Data Integration and Analysis: Palantir's platforms enable the integration of diverse data sources to provide a comprehensive view of public health data, facilitating informed decision-making.​ Support for Public Health Agencies: The software has been employed by agencies like the CDC and HHS to enhance disease surveillance, outbreak response, and resource allocation. Security and Privacy: Emphasis is placed on maintaining robust security measures and protecting sensitive health information. DARPA: The Silent Empire The most important agency you were never taught to fear. DARPA’s Biological Technologies Office openly admits its mission; integrating biotech with national security. Visit their official page. This is the official page for DARPA's Biological Technologies Office (BTO), which focuses on leveraging biological systems for national security applications. They are the ones behind the BRAIN Initiative, Silent Talk, and Remote Neural Interface Programs; all designed to map your emotional states and interrupt spiritual alignment. The “Silent Talk” program was developed to transmit thought between soldiers without speech; by detecting pre-speech neural signals and decoding them via EEG. Silent Talk (Neural Pre-Speech Communication – Wired Article) This Wired article discusses DARPA's "Silent Talk" program, aimed at enabling communication through neural signals without spoken words. DARPA also pioneered graphene oxide nanotech, now found in multiple biomedical studies, vaccines, and smart dust aerosol deployment: Graphene oxide biomedical study: Graphene Oxide in Biomedical Applications (PubMed) This PubMed article reviews the potential biomedical applications of graphene oxide, highlighting its unique properties. Graphene's potential to interact with neural tissue: Graphene and Neural Interfaces (PubMed) This PubMed article explores the use of graphene-based materials in neural interface design, discussing their advantages and challenges. DARPA didn't just weaponize warfare. They weaponized YOU. In-Q-Tel & Palantir: The Surveillance Engine In-Q-Tel, is the CIA’s venture capital firm, funds synthetic biology startups, digital ID systems, emotion tracking wearables, and AI-driven facial recognition. Palantir, founded by Peter Thiel, works directly with military intelligence and now runs predictive modeling for public health, policing, and pandemic response. Here’s the proof: Their goal? To detect resonance spikes. To predict awakening moments. To preempt the uprising of the human soul before it begins. In-Q-Tel / CIA / Synthetic Bio Surveillance In-Q-Tel Portfolio (CIA Venture Capital): Which showcases a selection of the organization's investments across various technology sectors. IQT is a not-for-profit venture capital firm that invests in cutting-edge technologies to support the national security interests of the United States and its allies. In-Q-Tel BlackRock & Vanguard: The Lords of the Grid These two financial titans collectively hold majority ownership in: For instance, a report by Americans for Financial Reform titled "Wall Street Money in Washington" highlights the substantial investments and influence of major financial firms, including BlackRock and Vanguard, in the political and corporate spheres: Pfizer Moderna Alphabet (Google) Meta (Facebook) Amazon Web Services As reported by CNBC, they control over 90% of the digital, pharmaceutical, and cloud infrastructure; meaning they control every piece of the extermination machine. They don’t just fund the war. They profit from your extinction. World Economic Forum (WEF) Under the guise of “The Great Reset,” Klaus Schwab and his allies have built the digital scaffolding for a post-human society. Here’s their blueprint: They call it the Fourth Industrial Revolution; the fusion of digital identity, brain cloud integration, carbon rationing, and fertility licensing. What they really mean is: you will be programmed or you will be purged. World Economic Forum / The Great Reset The Great Reset Official WEF Page: IoBNT: The Network Inside You The “Internet of Bio-Nano Things” is a classified field of tech that embeds self-replicating nanostructures into your body. These bots cross the blood-brain barrier and relay your neural and emotional state to AI command centers in real time. This was not science fiction. It was published by IEEE and confirmed in NIH-linked studies. This is what the vaccines truly delivered: the interface layer. The gateway to behavioral rewrites. To soul suppression. To the installation of the post-human framework. Internet of Bio-NanoThings (IoBNT) IEEE Article: Internet of Bio-NanoThings: For a comprehensive understanding of the IoBNT framework and its implications, you can access the full article here: Nanoparticles Crossing the Blood-Brain Barrier PubMed Review - BBB & Nanoparticles: This comprehensive review discusses the challenges and strategies associated with delivering nanoparticles across the blood–brain barrier (BBB). You were told it was healthcare. It was infrastructure. You were told it was a cure. It was a signal port. And the moment you see it for what it is… The system begins to fall. Part 3 awaits YOU! It will be the deepest dive yet; into the global frequency architecture, how it's used to suppress prayer, grief, memory, and morality, and how your soul signature is tracked and blocked in real time. Because I didn’t come here to be careful. I CAME TO FINISH THIS! And I came with GOD.

Noah B. Price

65,695 次观看 • 1 年前

77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future

Daniel Veroc

50,029 次观看 • 1 年前

On March 15th, 2021, an anonymous Twitter user asked Harvard Medical professor Martin Kulldorff a question. “Do you think younger age groups and or people who have already had the virus need to be vaccinated?” Who is Martin Kulldorff? He’s a Harvard Medical School professor for 21 years, a well-known Swedish biostatistician who developed widely used software for disease mapping, the co-author of the Great Barrington Declaration on how to deal with the COVID pandemic, and an advisor to the world’s leading health organizations. What he said was that “Thinking that everyone must be vaccinated is as scientifically flawed as thinking that nobody should get COVID. Vaccines are important for older high-risk people and their caretakers. Those with prior natural infection do not need it, nor do children.” Natural immunity. Is it a myth — a “conspiracy theory” — that once you have been sick from a virus, then you won’t get sick, or as sick, again? In fact, we’ve known for 2,500 years that natural immunity is real. “The same man was never attacked twice, never at least fatally,” wrote Thucydides, describing the plague of Athens. He observed that recovered individuals could safely nurse the sick without falling ill themselves. And yet Twitter censored Martin Kulldorff’s tweet. “Learn why health officials recommend a vaccine,” read a warning that Twitter employees put on it. For most people, the Tweet cannot be replied to, shared or liked. In other words, Twitter had decided that this professor at Harvard Medical School was wrong, and that natural immunity wasn’t really something that could protect you from COVID. Jay Bhattacharya, who’s currently our Director of the National Institutes of Health, and thus one of the highest-ranking public health officials in the world, was a Stanford epidemiologist before that. Twitter put him on a “Trends Blacklist.” Not long before we discovered this, we were told that shadow-banning was a conspiracy theory, because Twitter had said it didn’t shadow-ban. Now the European Commission is trying to censor the entire global internet. They want to put a 140 million Euro fine on X. They want to end anonymity, which was what allowed that question of Kulldorff to be asked. They want to use a “Democracy Shield” program to shield the Commission from democracy. And the Commission wants to impose “chat control” so they can read your private messages. It just gets worse and worse. Unsubstantiated and likely false claims of Russian government election interference through TikTok and social media were made in Romania and in the Czech Republic. Truth is not something that anybody holds as a possession and rather emerges through dialogue. We’ve known that since Plato and Socrates. We need free speech for science, public health, and national security. It’s essential to journalism, democracy, and human freedom. Free speech enabled civilization; censorship threatens it. This is the only political cause that I would die for. And yet there is currently an active coordination between Stanford, Brazil, Australia, and others to impose what I think we can call, without exaggeration, global totalitarianism. They’re pushing for digital identification that will end anonymity online. Why is that? Why are these guys behaving in this way? When Elon Musk took over Twitter on October 28th, 2022, unprecedented insight into multiple secret government mass censorship efforts emerged from this exploration. We had unlimited access to Twitter files. They revealed that the mainstream news reporters, who don’t deserve the name, were demanding censorship. No true journalist demands censorship of his fellow journalists. What emerged from this was an understanding of something we call the “Censorship Industrial Complex,” which directly grew out of the military industrial complex and was run by active or former intelligence community officials who often operate under that banner. It led to multiple congressional investigations and hearings, and it spread across every social media platform. So we now know the censorship that occurred, not just at Twitter, but at YouTube, at Facebook, TikTok, and other platforms. What is the Censorship Industrial Complex? The model isn’t that complicated to understand. The government chooses people whom they call “researchers” to serve as censors. These are government-funded individuals who often come from the intelligence community and foreign policy establishment. They work at non-governmental organizations funded by governments or at universities funded by governments. They conduct “fact checks” to serve as “trusted flaggers.” These “trusted flaggers” demand censorship by social media platforms. It’s all done in secret. They’re looking to censor narratives. This is essential because, as decades of good cognitive science have shown, people understand and retain information through storytelling. We think in terms of stories, not bullet points. And so they were out to censor whole narratives. From the Stanford censorship project on COVID, the “Virality Project,” they said they wanted to censor “true stories” of vaccine side effects. Why? Because it might “fuel hesitancy.” In other words, they want to control your behavior. They don’t want you to receive true information that might lead you to not get the vaccine. If that isn’t totalitarianism straight out of 1984, I don’t know what it. These people were on the verge of passing legislation in the United States that would’ve authorized the National Science Foundation to choose these “researcher” censors. I’m presenting slides to Europeans and the world for situational awareness into what totalitarian politicians and bureaucrats have planned because this is still going strong. Stanford helped the US government censor COVID dissidents, and then they lied about it. You might be detecting a pattern. They’re really not interested in censoring “misinformation.’ They’re very interested in censoring true information. The censors flagged an Israeli preprint which came out in December, 2020 and found, lo and behold, that natural immunity is a real thing. In fact, it’s more protective than the vaccine. But the censors flagged somebody’s Google Drive. “See the following Google Drive links being used to compile testimonies about vaccine shedding, Covid videos, showing side effects and whatnot.” Google then removed that content from that person’s Google Drive. You don’t control your Google Drive. Contrary to Stanford’s claim that the project did not ask social media platforms to remove any content, they privately said they did. And we know that many hundreds of thousands of tweets and Facebook posts were removed, even though they were a hundred percent accurate. In fact, in 2021, Stanford’s “Virality Project” flagged accurate claims that the World Health Organization did not recommend vaccinating children. The people who spread the misinformation are the people demanding the censorship. They claimed Covid couldn’t have come from a lab, that the Covid vaccine prevented infection, and that natural immunity didn’t exist. The only solution to hate speech and misinformation is free speech. If you censor false information, how would anybody get the true information? The whole point is the debate. They lied when they said false information travels faster than true information. It’s a completely bogus study and involved six seconds of content on Twitter. Who are these people? As of 2020, there were so many former FBI employees at Twitter that they called them “Bu alumni.” They created their own private Slack channel and a crib sheet to onboard new FBI arrivals. Intriguingly, we discovered that the general counsel of the FBI — arguably the second most powerful person of the FBI, or maybe the first, if you think, consider that what their actual job is to decide what the FBI can and can’t do — resigned from FBI in early 2020 and went to Twitter to take the deputy general counsel role. Isn’t that interesting? Somebody in one of the most powerful legal positions in the world would take a junior legal role at a social media company. Why would that be? This email popped up when we were going through Twitter files and it really jumped out at us. It’s from the director of policy at Twitter. “We have seen a sustained if uncoordinated” — supposedly — “effort by the intelligence community to push us to share more information and change our API policies. They’re probing and pushing everywhere they can.” The Hunter Biden laptop censorship occurred later that year. The FBI and the intelligence community discredited accurate, factual information about Hunter Biden’s foreign business dealings both before and after the New York Post revealed the contents of his laptop on October 14th, 2020. How could the FBI spread false information about something that nobody knew about? Because the FBI had Hunter Biden’s laptop, which showed his family’s massive influence peddling scheme. It consisted of accepting tens of millions of dollars, including from the Chinese government. The FBI had been sitting on that laptop since December of 2019. They had been given it by the computer repair store owner, who had been given the laptop by Hunter Biden, likely because he dropped it in his bathtub or in the pool, when he was on one of his many crack and alcohol benders. The government strategy is always the same: spread disinformation first, then demand censorship of accurate information on the basis of it . “The FBI came to us in the summer of 2020,” Mark Zuckerberg told Joe Rogan two years later, “and they were like, ‘Hey, you should be on the alert. We thought that there was a lot of Russian propaganda in 2016. There’s about to be some kind of dump.’” In the summer of 2020, the New York Post had not published the story about the Hunter Biden laptop. It would only come out in October. We see something very interesting show up in the Twitter files: the Aspen Institute, an intermediary between the intelligence community and the public. It’s known as a Davos-style gab fest in the United States. It’s also the place where intelligence community operations are run. They hosted a workshop to train reporters and all of the social media’s top censorship officials, known as “trust and safety officials,” how to deal with a story they would hear in the future relating to Hunter Biden and Barisma. A few months earlier, the Stanford Cyber Policy Center had published a report attacking what we in the United States call the Pentagon Papers Principle. The Pentagon Papers Principle says that if a government official gives me, a journalist, a bunch of Pentagon documents showing that we’re losing the war in Vietnam, I, as a journalist, can publish them, and not risk prison. That was decided in a famous Supreme Court case in 1971. Stanford argued that, really, we should get rid of that principle, which may be the most important investigative journalism principle in the United States, and said, “You should cover the person who leaked the materials, not the leaked emails.” In other words, you should cover and expose the whistleblower. The person who exposed the Pentagon Papers is the real bad guy, not the DOD, CIA, and presidents who had lied to us for over a decade. Stanford was training the journalists and the social media trust and safety officers in how to cover a story that had not yet come out. This is known as “pre-bunking,” and it’s also part of the European Union strategy to shield themselves from democracy. When the Hunter Biden story appeared October 22nd, Twitter’s trust and safety censorship official said it didn’t violate its terms of service. There’s nothing illegal about any of this. The Supreme Court has made it very clear that you’re allowed to report on information that’s been leaked to you. At that moment, the former FBI general counsel, Jim Baker, argued vigorously that Twitter really needed to censor it. Baker won and they censored the story. It’s not that we didn’t hear about the Hunter Biden laptop story when it came out. I certainly did. But we had the impression that there was something wrong with it, that it was not really the whole story. And so many of us dismissed it. What they had done was a psyop on this major story. They had changed our perception of the story. And it worked. It worked on me, it worked on everybody I knew. What is the role of the intelligence community of social media companies? The former CIA people are the head of elections at Meta, and Google’s head of trust and safety. Former and current CIA officers have a history of spreading misinformation and promoting the Russiagate conspiracy theory. We now know that between 2018 and 2023, there were 36 people from the CIA 68 from the FBI 44, from the National Security Administration and 68 from the Department of Homeland Security who had moved to work at the social media platforms. This is not unique to the United States. My colleague Cecilia Jilková, the daughter of famous Czech dissidents, discovered that European Union officials claimed, days before the European elections in 2024, that a “pro-Kremlin website” was spreading propaganda and were paying off European politicians. That was the headline in Politico. We wrote to them and asked, “Where’s the evidence of this? Just go ahead and share the evidence to support your accusation days before the European parliamentary elections.” Nobody was arrested. They never produced the evidence. The former Czech president, Václav Klaus, who was accused of this, said, “We don’t even know what the ‘Voice of Europe’ is.” Another Czech politician said, “How could I have known it would be a security threat? At the time I gave the interview, they weren’t on any list.” Another said, “If they’re such a big threat, why did the European Parliament let the Voice of Europe’s journalists inside?” Nobody responded. Nobody talked to us. This was a disinformation campaign carried by Politico, which, in my view, is a suspect publication. In the spring of 2022, Barack Obama went to Stanford to give a speech at the Stanford Cyber Policy Center run by Michael McFaul, his former ambassador to Russia. Obama said misinformation harms democracy and urged support for legislation in Congress that would empower government-appointed researchers to serve as “trusted flaggers.” Six days later, the Department of Homeland Security rolled out their Disinformation Governance Board. What a coincidence that they got Obama to frame the issue for them. Facebook in 2021 censored accurate vaccine information so the White House would help it to get data from Europe. In addition to removing vaccine misinformation, wrote Facebook to the White House, we have been focused on reducing the virality of content discouraging vaccines that does not contain actionable misinformation. White House said jump, and Facebook said how high? Why did they do it? Why would they voluntarily censor? This also emerged from the Facebook files. Nick Clegg on the left wrote an email to his colleagues. He said, “My sense is that given we’ve got bigger fish, we have to fry with the administration, e.g., data flows, it doesn’t seem like a great place for us to be.” Data flows. What’s he talking about? He’s talking about billions of dollars worth of business that he has to, that they would have to pay the European Commission for if they didn’t have the support from the Biden administration to lean on the European Commission. In other words, this was a shakedown by the White House of Facebook and it worked in France, the country of Liberté. Turns out it has a special role.... Please subscribe now to support Public's defense of free speech, watch the full video, and read the rest of the article!

Michael Shellenberger

174,297 次观看 • 6 个月前

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.

YeahDave

208,143 次观看 • 7 个月前

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

14,195 次观看 • 7 个月前

dave meltzer: youtube enthusiast 💀 perfect. now we can stop pretending this was ever complicated. the real story is not that wwe is afraid of aew. the real story is not that “high level wwe officials” are whispering scary things to dave meltzer. the real story is not even that tony khan got asked a planted question on a media call with very little distribution about the possibility of aew soon having very little distribution, although that sentence is so stupidly perfect it should be bronzed and placed outside the wrestling observer newsletter office like a war memorial for people who died pretending this was journalism. the real story is that aew is going to lose its wbd distribution deal. either it ends at the expiration of the three-year term in 2027, or it ends earlier if paramount closes wbd and decides aew has no strategic place inside the new company. and based on the board as it exists right now, the most likely landing spot for aew in 2027 is google / youtube. that is the story. everything else is laundering. tony khan wants the story to be: “why would wwe say this about us?” that is the whole operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a lightly viewed roh show. a planted story. a planted messenger. a rehearsed answer. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the exact thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is not. it is the most bubble wrapped, manufactured, artificial environment possible. aew is heading toward youtube because the domestic media rights board is closing around them. not as a troll. not as a bit. not as “pr spin.” as a business conclusion. aew is not leverage. wwe is not afraid of aew. the $185 million number was bullshit. the buyer universe was shrinking. paramount / skydance was coming for wbd. wbd was not going to be some permanent aew safe house. youtube was only ever a real “option” if someone at google was actually cutting a media rights check and underwriting production. not because every divorced mom with a ring light and a gmail account can upload video to the same platform. that was always the distinction. that is still the distinction. Nick LoPiccolo — February 28, 2025 “YouTube is an option the same way you or I could start a YT channel tomorrow. Is Jon Cruz cutting AEW a media rights check or underwriting a production budget? Hell no. Just the reality. It isn’t the model. Jon is global head of sports over there.” that was february, not last week. not after dave meltzer suddenly discovered youtube prelim numbers like columbus finding the new world. it is becoming inevitable now. Nick LoPiccolo — April 30, 2026 — 11:26 AM — 251.2K Views “to every journalist and every podcast who interviews tony khan from this day forward: please ask tony if wbd told him back in august they would not be renewing aew. wbd told him in august. i confirmed it directly and triple sourced it. please ask why tony has been acting like nothing is wrong for the last 8 months, and then please ask tony what his actual distribution plan is. because the only distributor left that will take aew is google/youtube. the myaew app is not realistic. the my aewapp is a death sentence in 2026 if youtube doesn’t make an mg deal for aew. they started building it too late and there is no realistic way to scale it. also, who is going to sell ads for the platform? kiswe is not the best. they built the myaew app. they are new to the game. hold tony’s feet to the fire. Paramount is not real for aew. WBD passed back in August. CW/Roku is now off the table. Amazon and Fox do not want AEW. ask Tony why he's been lying to you and to the locker room and to the fans, acting like things are all great with the network? i am sure a lot of people would love to hear his answer.” april 30. 251.2k views. not whispered. not hidden. not vague. not “high level wwe officials.” i said it publicly and directly: wbd passed back in august. paramount is not real for aew. cw / roku is off the table. amazon and fox do not want aew. the myaew app is not realistic. google / youtube is the only distributor left on the board that makes sense. that is the actual story tony khan does not want to answer. not “why would wwe say this?” ask tony khan if wbd told him in august that wbd would not be renewing aew. ask what his actual distribution plan is. ask who is selling ads for the myaew app. ask how a platform built this late scales in 2026. ask whether youtube is an actual rights partner with an mg, or just the place you go when the real buyers are gone. that is the question. not the fake question dave meltzer laundered into “high level wwe officials.” the real question. Nick LoPiccolo — July 9, 2025 — 10:51 AM — 9,565 Views “No one in Hollywood believes the $185 million number.” Nick LoPiccolo — July 9, 2025 — 11:35 AM — 7,470 Views “The $185 million figure is inflated. Variety’s October 2, 2024 article was likely updated after a publicist called on AEW’s behalf, as early reports placed the deal between $140 and $150 million per year. Tony Khan was also included in Variety’s Dealmakers 2024 list, which, while not officially pay to play, strongly favors those spending significant advertising dollars with the outlet. No one in Hollywood seriously believes WBD, which is in junk bond status, is paying AEW $185 million per year. Clear enough?” clear enough? the number was never clean. the number was never real in the way aew fans and wrestling media pretended it was real. and when the $185 million number started getting laughed out of adult rooms, the number magically became $178 million. that is where the shell game gets funny. because $178 million was not some sacred sourced number either. it was brandon thurston taking the median between $170 million, reported by sports business journal, and $185 million, reported by variety and others. that is literally what wrestlenomics said. Wrestlenomics — October 4, 2024 “Why use $178 million here for AEW’s new deal when some outlets are reporting the average annual value is $185 million?” Wrestlenomics — October 4, 2024 “I used $178 million here because it is simply the median of $170 million, as reported by Sports Business Journal, and $185 million, reported by Variety and others.” there it is. arithmetic. not an all-cash rights fee. not a clean license number. not proof wbd valued aew like raw. not a finance-department document from warner bros. discovery. a midpoint between conflicting public reports. then wrestling media treated that midpoint like scripture because they needed the story to be “aew is valued like raw,” not “aew pr inflated a number no serious person in hollywood believed.” and by the way, $170 million was not the clean all-cash number either. that is the scam. float the number. repeat the number. launder the number. defend the number with people who do not understand the difference between cash rights fees, in-kind services, equity, marketing commitments, platform value, make-goods, ad inventory, and press release math. then when the number collapses, pretend the next number was always the number. that is not reporting. that is aew state news. Nick LoPiccolo — July 10, 2025 — 5:53 AM — 12.6K Views “AEW isn’t leverage. It’s not competition. It’s a niche product with loud fans and limited reach.” Nick LoPiccolo — July 10, 2025 — 8:56 AM — 1,018 Views “We handle wrestling deals too, but thinking we need AEW for leverage is myopic. The landscape is changing and the game I’m playing is different.” Nick LoPiccolo — July 15, 2025 — 25.7K Views “AEW isn’t leverage.” that was never emotional. that was never tribal. that was never “i hate aew.” it was market structure. wwe did not need aew as leverage because real leverage was never “another wrestling show exists.” real leverage is architecture, scale, subscriber churn, platform strategy, sports adjacency, global rights, advertising, sponsorship, live inventory, library value, data, brand safety, executive relationships, and the actual buyer universe of maybe 18-20 companies in the united states that matter for live sports rights. aew fans thought this was a wrestling argument. it was never a wrestling argument. it was a board. and the board was already moving. Nick LoPiccolo — August 11, 2025 — 482 Views “I wasn’t viewing the above in that context (TKO vs AEW counter programming), it was more of this is what I’m hearing after 2 weeks of big media deals rolling out (Skydance closing, South Park library moving) etc. Which have all been in the works for awhile.” Nick LoPiccolo — August 11, 2025 — 388 Views “But if you were to look at it from a counter programming perspective (and I don’t think this was a factor in UFC deal) - there are only so many players for these big media rights deals. PARA is likely off the board (via TKO deal) & then what if they acquire WB in 2026/27?” Nick LoPiccolo — August 11, 2025 — 535 Views “Yes, of course, that wouldn’t mean the end for AEW. It would make navigating their media rights deal more challenging, I would guess. But this is a hypothetical scenario & I do not believe anyone is paying $7.7b for UFC or a $40b valuation for WB w/ how do we fuck AEW, either.” Nick LoPiccolo — August 11, 2025 “And hearing all weekend Paramount is still interested in WBD.” Nick LoPiccolo — August 11, 2025 — 1.3K Views “I think more interesting for what it could mean as the dominoes keep falling in terms of the still evolving landscape. The deals are massive & the number of major players at the top are shrinking as still big push for consolidation & scale.” Nick LoPiccolo — August 11, 2025 — 12:11 PM — 2,588 Views “And I’d view AAA on Google/YouTube as directly competitive. It targets both the CMLL collab & the audience that used to watch AEW Dark on YouTube, & WWE is able to send well known stars to AAA events with an eye towards converting more of the younger, YouTube demo of viewers who don’t watch streamers.” again: august 11. not yesterday. not after dave meltzer tweeted a netflix prelim number. not after anyone had to retrofit the argument. the point was already there: the major players at the top were shrinking, paramount was still interested in wbd, paramount was likely off the board for aew because of the tko deal, google / youtube was becoming directly competitive for the exact audience aew used to reach through dark, and the buyer universe was consolidating around deals much bigger than tony khan’s feelings. this was not mysticism. this was not inside baseball for the sake of sounding smart. this was the board. Nick LoPiccolo — August 24, 2025 “This isn’t fair. I misread your question. AEW will exist but likely on the Discovery Global app (if it ever launches, I would bet that it doesn’t) and it will continue to do consistent ratings. If Paramount/Skydance buys WBD in a year…” Nick LoPiccolo — September 4, 2025 — 76 Views “No, that’s the WBD network division (cable, news, sports) that was already announced as being spun off under Discovery Global. The article you’re citing is about them selling a minority equity stake in that unit to cut debt and boost valuation ahead of the 2026 split.” Nick LoPiccolo — September 16, 2025 — 3.6K Views “This is not just about Hollywood scale. It is the foundation of a conservative aligned media infrastructure. A Paramount/WBD merger would fold CBS, CNN, HBO, and Warner Bros IP into Ellison’s orbit under Trump’s regulatory umbrella.” Nick LoPiccolo — September 16, 2025 — 11K Views “Within 48 hours of the rumor, WBD stock surged ~55% and Paramount Skydance rose ~24%. That market response itself boxed David Zaslav in; his board, Wall Street, and his own contract now expect movement.” Nick LoPiccolo — September 27, 2025 — 12:16 PM — 3,516 Views “Nah homie. Enjoy watching the show on YouTube after Ellison buys WBD and Ari who is advising Ellison and used to represent Trump and runs TKO makes the call.” Nick LoPiccolo — September 28, 2025 — 174 Views “I believe if and when Paramount acquires WBD, TKO will push to lock down a monopoly on combat sports. The long knives are already out for competitors, and the rights deals have likely been spread around town precisely to keep rivals from signing with those streamers.” none of that was random. paramount / skydance, ellison, ari, tko, wbd linear assets, youtube, aaa, the tko deal, the wbd split, the shrinking rights buyer universe — all of it was one connected domestic rights architecture. that is why this conversation was always over the heads of the people screaming “cope” in my replies. they were arguing like fans. i was reading the cap table. Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Yes, I always believed Paramount would walk away with WBD. I was one of the first to talk about it on here, even if I wasn’t the first to hear it. The Paramount Skydance acquisition closed on August 7. I posted this on August 11, about 1 month before the The Wall Street Journal first broke the news on September 12 that Paramount Skydance was preparing a bid for WBD.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “The bid was always going to be hostile. We are only in this process because it was a hostile bid. Most people in Hollywood believed Ellison long coveted WB and Jack Warner’s chair. WB was not for sale when Skydance acquired Paramount, which is much smaller in scale.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Nearly everyone in town assumed an Ellison acquisition of WBD was inevitable until the Netflix bid shocked everyone. Signs were there for the last two weeks, which is also when I stopped posting about what might happen. Of course, its not over yet. Paramount still has paths to winning this acquisition. The one thing that’s for certain though is an Ellison-led acquisition of WBD is no longer inevitable.” Nick LoPiccolo — December 8, 2025 “END CREDITS” space jam is a warner bros. movie. that was the joke. and the joke was the same thing i had been saying the whole time: paramount was winning the bid, for those who did not understand. Nick LoPiccolo — December 19, 2025 — 4:30 PM — 828 Views “Here is another reference to it. So tell me how exactly is Paramount the better outcome for Dave’s argument? Netflix doesn’t touch the WBD linear assets. Gunnar keeps his SpinCo.” Puck excerpt — December 19, 2025 “Many industry insiders are also skeptical about Paramount’s seven-year, $7.7 billion deal for exclusive UFC rights in the U.S. Yes, it can be read as a signal that Ellison came to play. But some people see it more as Ari Emanuel having his way with the person to whom he is ostensibly an (unpaid) advisor…” that is the board. that is the relationship map. that is the thing wrestling media either does not understand or pretends not to understand, because understanding it means admitting the story is not “aew has leverage.” the story is that aew is sitting in the middle of a consolidating rights marketplace where the people with leverage are doing much bigger things than worrying about tony khan’s feelings. Nick LoPiccolo — January 21, 2026 — 4:22 PM — 870 Views “i mean get ready to learn youtube buddy” Nick LoPiccolo — February 19, 2026 — 2.8K Views “Paramount was always my bet to acquire Warner Bros. Never wavered.” Nick LoPiccolo — February 28, 2026 — 1:27 PM — 118 Views “you don’t need to look under a hood I AM SAYING THE QUIET PART OUT LOUD 🚨🚨🚨🚨🚨 I BEEN SAYING IT SINCE JULY / AUGUST 🚨🚨🚨🚨🚨 PARAMOUNT IS COMING FOR WBD AEW WILL LOSE A TV DEAL 🚨🚨🚨🚨🚨 GUESS WHO WAS RIGHT 💀” so no, this is not hindsight. this is not showing up after the fact with a flashlight and pretending i discovered the body. this is a paper trail. february: youtube is not a real rights model unless google is cutting the check. april: wbd passed back in august, the myaew app is not realistic, paramount is not real for aew, cw / roku is off the table, amazon and fox do not want aew, and google / youtube is the only distributor left that makes sense. july: the $185 million number is inflated and aew is not leverage. august: the buyer board is shrinking, paramount is still interested in wbd, and google / youtube becomes directly competitive. september: paramount / wbd folds the board into ellison’s orbit, and if ellison buys wbd, enjoy youtube. december: paramount was always the bet, the bid was always going to be hostile, and netflix does not solve dave meltzer’s argument because netflix does not touch the linear assets. january: get ready to learn youtube. february: paramount is coming for wbd and aew will lose a tv deal. same board. same thesis. same answer. now here is the part tony khan and dave meltzer do not want to say out loud. tony khan and dave meltzer do not mention me publicly for a reason. because the second they say my name out loud, they admit where this conversation has actually been coming from. not wwe. not some anonymous “high level official.” not some shadowy tko whisper campaign. me. that is the problem for them. behind the scenes, ask any real insider what happens when my name comes up around this subject. there is a reaction. not because i’m magic. not because i’m some internet boogeyman. because they know exactly who is saying it, why i’m saying it, what rooms i have been in, what companies i have dealt with, what executives i have spoken to, and why the analysis keeps landing. that is why they keep trying to non-person me publicly while reacting to me privately. they want the argument. they want the benefit of responding to the argument. they just do not want to admit whose argument it is. when i said wbd told aew back in august 2025 they were not exercising the option for the fourth year, tony khan blew up behind the scenes and forced john mcmullen to revise / update his article 2-3 weeks ago after i tweeted it. which is hilarious because that should not even be crazy or damaging “news.” that is how this business works. when a distributor is not continuing, they tell you early enough so you have time to find a new home. that is not sabotage. that is not wwe. that is not nick lopiccolo hiding inside david zaslav’s air vents with a clipboard. that is corporate courtesy. wbd execs privately whisper and shake their heads at tony khan’s behavior because their view is very simple: why does tony khan act like everything is great and rainbows and sunshine with the studio? we told tony khan as a courtesy so tony khan would have time to find a new home. and no, this has zero to do with paramount looming as an excuse. paramount did not even make its first hostile bid for wbd until september 11 or 12. that was after tony khan was already told there would not be a wbd renewal. so what did tony khan do? tony khan turned the truth into a wrestling angle. tony khan, or one of tony khan’s minions, gets dave meltzer to drop a story assigning my claims and what i have been publicly posting about tony khan to “high level wwe officials.” why? because it gives tony khan a safer enemy. tony khan does not want the story to be the actual timeline. because the actual timeline is brutal. on february 28, i said youtube was not a real media rights model unless google was actually cutting the check and underwriting production. on april 30, i said wbd passed in august, the myaew app was not realistic, paramount was not real for aew, cw / roku was off the table, amazon and fox did not want aew, and the only distributor left that made sense was google / youtube. on july 9, i said no one in hollywood believed the $185 million number. on july 10, i said aew was not leverage. on august 11, i said the major players at the top were shrinking, paramount was still interested in wbd, and google / youtube was becoming a directly competitive lane. on september 16, i said a paramount / wbd merger would fold cbs, cnn, hbo, and warner bros. ip into ellison’s orbit. on september 27, i said enjoy the show on youtube after ellison buys wbd. on september 28, i said if paramount acquires wbd, tko would push to lock down a monopoly on combat sports. on december 6, i said paramount skydance was preparing a bid for wbd long before most people admitted the obvious. on february 19, i said paramount was always my bet to acquire warner bros. and on february 28, i said it in all caps: paramount is coming for wbd. aew will lose a tv deal. that is the part tony khan cannot answer directly, because the direct answer means admitting this was never “wwe is scared of us.” it was always the board closing. tony khan wants the story to be: why would wwe say this about us? that is the laundering operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a show with very little distribution answering a canned question about aew potentially having very little distribution. based on a planted story, from a planted messenger, with a rehearsed answer, after an roh show maybe 8-15k people watched. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the very thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is the most bubble wrapped, manufactured, artificial environment possible. a canned and rehearsed answer at an roh media scrum about a planted dave meltzer story based on my very real and very public analysis of the media rights board. but make no mistake. tony khan was responding to my words. tony khan just laundered them through dave meltzer and assigned them to wwe / tko so tony khan could keep lying about it publicly without ever saying my name. and now, voila. dave meltzer is posting about youtube viewers and prelims. Dave Meltzer — May 16, 2026 “At this moment there are 340,000 people watching prelims for Netflix on YouTube. It’s a good number.” yes, dave meltzer. youtube can have good numbers. nobody said youtube cannot have good numbers. that was never the issue. the issue is whether youtube is being used as a funnel into a premium rights ecosystem or as a substitute because the premium rights ecosystem rejected you. that is the difference. that has always been the difference. netflix using youtube prelims as audience acquisition is not the same thing as aew trying to spin youtube as a media rights home because the real buyers are gone. ufc using youtube as a funnel is not the same thing as aew using youtube as a life raft. wwe sending stars to aaa on youtube to convert a younger demo is not the same thing as aew retreating to youtube after the traditional buyer board closes. and the fact that dave meltzer is now suddenly tweeting like the mayor of youtube is the punchline. because the same people who mocked the youtube outcome are now going to spend the next several months explaining why youtube is actually good. of course it can be good. for the right use case. for the right property. inside the right architecture. with the right check attached. but when you spend two years telling everyone you were valued like raw and your next stop is “please subscribe and smash that bell,” maybe stop pretending this is victory formation? i told y’all where this was going. the record is right there. i’m still right. and tony and dave: you guys are see through translucent. that’s it for ye 🎤🎤🎤

Nick LoPiccolo

99,106 次观看 • 2 个月前