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162,907 次观看 • 3 个月前 •via X (Twitter)

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i built an AI web development agent that creates full websites from voice commands. (Save 15+ hours per project, eliminate designer bottlenecks, deliver websites while you sleep) Here's how the automation works: → AI voice agent takes natural language requests through 11Labs → Automatically scrapes existing websites for context and content → Generates comprehensive product requirement documents → Controls browser automation to build sites in Lovable → Handles client feedback and edits without human intervention → Delivers production-ready websites in hours, not weeks This system turns last-minute panic into competitive advantage. No more "can you have this done by tomorrow" stress. The secret sauce? Agent orchestration. Instead of one mega-prompt trying to do everything, I built specialized sub-agents: ✅ Website Planner Agent (scraping & requirements) ✅ Browser Control Agent (Lovable automation) ✅ Parent Orchestrator (intelligent routing) Result: What used to take a web dev team 2-3 weeks now happens in 3-4 hours, completely automated. Want the full blueprint? Here are the steps: 1. Like & RT this post 2. Follow me so I can DM you 3. Comment 'BLUEPRINT' I'll send you an entire step-by-step video walkthrough & the full n8n workflow system for free (including all of the prompts). Let's get it.
3:52

i built an AI web development agent that creates full websites from voice commands. (Save 15+ hours per project, eliminate designer bottlenecks, deliver websites while you sleep) Here's how the automation works: → AI voice agent takes natural language requests through 11Labs → Automatically scrapes existing websites for context and content → Generates comprehensive product requirement documents → Controls browser automation to build sites in Lovable → Handles client feedback and edits without human intervention → Delivers production-ready websites in hours, not weeks This system turns last-minute panic into competitive advantage. No more "can you have this done by tomorrow" stress. The secret sauce? Agent orchestration. Instead of one mega-prompt trying to do everything, I built specialized sub-agents: ✅ Website Planner Agent (scraping & requirements) ✅ Browser Control Agent (Lovable automation) ✅ Parent Orchestrator (intelligent routing) Result: What used to take a web dev team 2-3 weeks now happens in 3-4 hours, completely automated. Want the full blueprint? Here are the steps: 1. Like & RT this post 2. Follow me so I can DM you 3. Comment 'BLUEPRINT' I'll send you an entire step-by-step video walkthrough & the full n8n workflow system for free (including all of the prompts). Let's get it.

David Roberts

54,897 次观看 • 10 个月前

@PuppetzNFT PEASANTS 1.0 HAS ARRIVED! 🚀 The Puppetz debut on , blending ART and DEFI utilities into one unique experience. 🗓️ Drop Date: 1.8.2025 📍 Available exclusively on Crypto.com NFT About @PuppetzNFT A Web3 project founded on handcrafted illustrations by Sergi🎭, merging social commentary with striking digital art. Puppetz PEASANTS 1.0 marks the return of Puppetz with: 🎨 2000 unique, 1/1 hand-drawn NFTs optimized for Web3 dApps. Mint Details 🔥 1400 NFTs at $33 🔥 100 NFTs at $1 🔥 +500 NFTs reserved for holders (+$16K value) 💸 +$30K in utilities for NFT and $PPTZ holders 💸 60%-80% royalties shared with the community Exclusive Perks 👕 Merch: Limited-edition gear from @PuppetzNFT & Crypto.com 💾 Hardware Wallet: A special collab between CoolWallet & @PuppetzNFT ✨ And more utilities, including: •NFT and token airdrops •20 premium Puppetz hoodies •Giveaways and surprises Why Puppetz? 🚀 ❤️‍🔥 $500K+ in volume across all collections 🛒 8 SOLD-OUT drops on Crypto.com NFT since 2021 (last drop: 40 seconds!) 🎁 +$65K in community rewards distributed (+$95K with this drop) 🌍 Secondary sales up to $3K, with a 1900% revaluation in top cases 🎉 GIVEAWAY ALERT! 🎁 Win 1 PUPPETZ PEASANTS 1.0 NFT To enter: 1️⃣ Follow @PuppetzNFT & Crypto.com NFT 2️⃣ Like + RT + Tag 3 friends (multiple entries allowed) | #CROFam 3️⃣ Join our Discord: 🎭 PUPPETZ PEASANTS 1.0 🆓 BORN FREE CLUB 📜 Check the drop Terms & Conditions for full details. #cryptocom #NFTs #CROFam
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@PuppetzNFT PEASANTS 1.0 HAS ARRIVED! 🚀 The Puppetz debut on , blending ART and DEFI utilities into one unique experience. 🗓️ Drop Date: 1.8.2025 📍 Available exclusively on Crypto.com NFT About @PuppetzNFT A Web3 project founded on handcrafted illustrations by Sergi🎭, merging social commentary with striking digital art. Puppetz PEASANTS 1.0 marks the return of Puppetz with: 🎨 2000 unique, 1/1 hand-drawn NFTs optimized for Web3 dApps. Mint Details 🔥 1400 NFTs at $33 🔥 100 NFTs at $1 🔥 +500 NFTs reserved for holders (+$16K value) 💸 +$30K in utilities for NFT and $PPTZ holders 💸 60%-80% royalties shared with the community Exclusive Perks 👕 Merch: Limited-edition gear from @PuppetzNFT & Crypto.com 💾 Hardware Wallet: A special collab between CoolWallet & @PuppetzNFT ✨ And more utilities, including: •NFT and token airdrops •20 premium Puppetz hoodies •Giveaways and surprises Why Puppetz? 🚀 ❤️‍🔥 $500K+ in volume across all collections 🛒 8 SOLD-OUT drops on Crypto.com NFT since 2021 (last drop: 40 seconds!) 🎁 +$65K in community rewards distributed (+$95K with this drop) 🌍 Secondary sales up to $3K, with a 1900% revaluation in top cases 🎉 GIVEAWAY ALERT! 🎁 Win 1 PUPPETZ PEASANTS 1.0 NFT To enter: 1️⃣ Follow @PuppetzNFT & Crypto.com NFT 2️⃣ Like + RT + Tag 3 friends (multiple entries allowed) | #CROFam 3️⃣ Join our Discord: 🎭 PUPPETZ PEASANTS 1.0 🆓 BORN FREE CLUB 📜 Check the drop Terms & Conditions for full details. #cryptocom #NFTs #CROFam

PuppetZ.CDC🎭

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$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!
7:18

$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

CANCEL Your Weekend Plans and Learn Vibe Coding Today, Start Making $10,000/Month Building Apps for People. $0 in Coding Experience. I made 5 AI Trading Bots & Apps Built in 6 Hours. Each One Worth $3,000-$15,000 to Clients. You Spent $500 on a Bootcamp and Still Can't Deploy a Landing Page. That's not the bootcamp's fault. That's you. People with zero coding skills are building full apps with payments, databases, and authentication using AI. Charging clients $5,000-$10,000 per project. Finishing in one afternoon. You're still Googling "should I learn Python or JavaScript first." This attached video is a goldmine. 6 hours. 5 real apps. From complete beginner to deploying revenue-generating products. One video. Free. Save it. Watch it this weekend. Not next weekend. Today. Now let me break down exactly what's inside and why you can't afford to ignore this. Save this post. You'll hate yourself if you lose it. ↓ Let's talk about why you still can't code... You bought the Udemy course. $12.99. Watched 3 lectures. Got confused. Told yourself you'd continue tomorrow. That was 8 months ago. You bought another course. $49.99. This one had better reviews. Watched the intro. Bookmarked the rest. Never opened it again. You signed up for a bootcamp. $5,000. Dropped out at week 4 because "life got busy." Life didn't get busy. You got scared. Three years. Hundreds of dollars. Multiple courses. Zero apps built. Zero projects deployed. Zero revenue generated. And now someone with zero coding experience is building full apps in hours using AI tools you haven't even tried. You're not falling behind slowly. You're falling behind at full speed. Save this post right now. This is the course that makes every other coding course you bought irrelevant. Follow Himanshu Kumar so you don't miss the breakdown. ↓ What is vibe coding and why should you care? Traditional coding: Learn syntax for 6 months. Build a to-do app. Feel proud. Realize nobody will pay for a to-do app. Give up. Vibe coding: Describe what you want to build. AI builds it. You guide, adjust, deploy. People pay for it. You're not writing code line by line. You're directing an AI agent that writes code for you. Think of it like this: Traditional coding = you're the construction worker. Vibe coding = you're the architect. The architect makes more money. The architect doesn't carry bricks. The architect doesn't need to know how to pour concrete. The architect needs to know what to build and why. That's vibe coding. And while you've been debating whether to learn Python or JavaScript first, people are skipping both and building apps that generate revenue. With zero coding knowledge. This isn't the future. This is right now. Save this post and follow Himanshu Kumar for more vibe coding breakdowns that actually make you money. ↓ What this 6-hour course covers. This isn't some 20-minute tutorial that shows you how to make a button change color. This is 6 hours. 5 complete apps. Real software engineering. Real deployment. Real money-making potential. Here's what you'll build: > Portfolio website - deployed live on Netlify > Full-stack client dashboard - with database and auth > Lead generation app - with API integrations > Thumbnail generator - with payment integration via Stripe > Splinter - a full SaaS product with pricing and marketing Not toy projects. Not "follow along and never use again." Actual apps that people pay for. Built with Gemini 3.1 Pro, Antigravity, Supabase, Next.js, Vite, and more. You know how many people charge $5,000+ to build a single one of these apps for a client? You'll be able to build all 5 by the end of this weekend. You can't afford to scroll past this. Bookmark this post. Follow Himanshu Kumar because I'm breaking down every tool in this stack separately. ↓ The tools you'll master. Gemini 3.1 Pro: Google's most powerful AI model. You'll use it to generate entire codebases. Not snippets. Entire apps. Antigravity: The AI coding environment that makes vibe coding actually work. Agent chat. MCP servers. Voice dictation. It's not VS Code with a chatbot bolted on. It's built from the ground up for AI-first development. Supabase: Your backend. Database. Authentication. All set up in minutes. Not weeks of configuration. Next.js + Vite: Modern frameworks that make your apps fast, scalable, and professional. Stripe: Payment integration. So your apps can actually charge people money. You know, the whole point. Claude Code: Yes, Claude Code is covered too. Because the best developers in 2026 don't use one AI tool. They use all of them. While you're still trying to decide which AI tool is "the best one," smart people are using all of them together and making money from every angle. Stop debating tools. Start using them. Save this post and follow Himanshu Kumar for deep dives into each of these tools. ↓ What you'll actually learn beyond just "building apps." This course doesn't just teach you to copy and paste prompts. You'll learn real software engineering: > Hosting and deployment > Modern software design patterns > Languages and frameworks > Version control and GitHub > Programming with AI agents and agent teams > Database design (SQL vs NoSQL) > Security audits > API integration > Payment processing This is everything a $15,000 bootcamp teaches. In 6 hours. For free. On YouTube. Your friend who spent $15K on a bootcamp is going to be really upset when you build better apps than them after watching one YouTube video this weekend. Don't tell them about this course. Or do. Their reaction will be priceless. This is a $15,000 education for $0. Save this post before it gets buried. Follow Himanshu Kumar for more free resources that make paid courses look like scams. ↓ The guy teaching this actually makes money. Not "makes money selling courses about making money." Actually makes money. Nick built automated businesses with Make . Most notably 1SecondCopy, a content company that hit 7 figures. Seven figures. From automation. He's not teaching theory. He's showing you what real systems that generate real revenue look like. 90% of coding teachers on YouTube have never shipped a product that made $1. They teach coding. They don't use coding to make money. This guy does both. That's why this course is different. You've been learning from people who teach for a living. Start learning from people who build for a living. Save this post. Follow Himanshu Kumar for more content from builders, not lecturers. ↓ Let me tell you what's really happening while you "think about learning to code." Every week that passes, AI coding tools get better. Every week that passes, more people learn vibe coding. Every week that passes, the market gets more competitive. Right now, vibe coding is still early. Not many people know how to do it well. Clients are desperate for someone who can build apps fast. $3,000 for a landing page with payments. $5,000 for a SaaS MVP. $10,000 for a full client dashboard. These are real prices people are charging for apps they built in a single day using the exact tools in this course. But this window won't last forever. In 6 months, everyone will know how to vibe code. In 12 months, it'll be a basic requirement. In 24 months, not knowing this will be like not knowing how to use email in 2010. You're either early or you're irrelevant. Right now you can still be early. But not if you spend this weekend on Netflix. The window is closing. Every weekend you waste is a weekend someone else uses to get ahead of you. Save this post. Follow Himanshu Kumar before this opportunity becomes obvious to everyone. ↓ The 5 apps you'll build and what they're actually worth. App 1: Portfolio Website. What clients pay for this: $500-$2,000. Time to build with vibe coding: 30 minutes. App 2: Client Dashboard. What clients pay for this: $5,000-$15,000. Time to build with vibe coding: 2-3 hours. App 3: Lead Generation Tool. What clients pay for this: $3,000-$8,000. Time to build with vibe coding: 1-2 hours. App 4: Thumbnail Generator with Payments. What clients pay for this: $2,000-$5,000. Or sell it as a SaaS for recurring revenue. Time to build: 1-2 hours. App 5: Splinter (Full SaaS Product). What clients pay for this: $10,000-$25,000. Or launch it yourself for monthly recurring revenue. Time to build: 2-3 hours. Total value of apps you can build after this course: $20,000-$55,000. Total cost of this course: $0. Total time investment: one weekend. You spend more than one weekend deciding which Netflix show to start next. At least this weekend would pay you back. Read those numbers again. Save this post. Follow Himanshu Kumar because I'll be breaking down how to sell each of these apps as a service. ↓ Here's the business model nobody's talking about. Learn vibe coding this weekend. Build 5 apps. Pick the one you're best at. Offer it as a service. "I build professional SaaS dashboards for businesses using AI. Faster than agencies. Fraction of the cost. $5,000 per project." 2 projects per month = $10,000/month. Working maybe 20 hours total. While you're applying for jobs that pay $4,000/month and require 5 years of experience you don't have, someone who watched this course last weekend just landed their second $5,000 client. No degree. No portfolio. No 5 years of experience. Just the ability to build what people need faster than anyone else. That's the entire business model. Learn fast. Build fast. Charge accordingly. Stop applying for jobs. Start creating them. Save this post. Follow Himanshu Kumar for the exact outreach scripts to land your first vibe coding client. ↓ Why you won't watch this course. Because it's 6 hours. "6 hours?? That's too long." You binged an entire season of a show last weekend in 8 hours. You scrolled Twitter for 4 hours yesterday. You spent 3 hours watching YouTube shorts that you don't even remember. But 6 hours to learn a skill that could make you $10,000/month? "I don't have time for that." You have time. You just don't have discipline. And that's the actual reason you're broke. Not the economy. Not the market. Not your circumstances. Your inability to sit down for 6 hours and learn something that changes your life. Everything else is a story you tell yourself to feel better about doing nothing. That's the uncomfortable truth. Save this post so it stares at you every time you open your bookmarks. Follow Himanshu Kumar because I'll keep reminding you until you actually do something. ↓ What happens this weekend determines your next year. Path A: Watch the course Saturday. Build your first app Sunday. Start offering services Monday. Land first client within 2 weeks. $5,000-$10,000/month within 60 days. Path B: Sleep in Saturday. Brunch Sunday. Netflix Sunday night. Monday morning alarm goes off. Back to the same job. Same salary. Same frustration. Same "I'll start next weekend." 52 weekends in a year. How many have you already wasted? Path A costs you one weekend. Path B costs you your entire future. Same video. Same information. Same 6 hours. Two completely different lives. ↓ Full 6-hour course attached. 5 real apps. Real deployment. Real revenue potential. From the guy who built a 7-figure automated business. Not theory. Not motivation. Actual hands-on building. The course is free. The tools are free. The knowledge is right here. The only thing that costs money is your decision to do nothing. And that cost compounds every single day. Follow Himanshu Kumar for more breakdowns that turn free YouTube videos into $10,000/month skill sets. Save this post. Watch the video. Build something this weekend that your Monday self will thank you for. Or don't. And wonder next year why nothing changed.
5:54:41

CANCEL Your Weekend Plans and Learn Vibe Coding Today, Start Making $10,000/Month Building Apps for People. $0 in Coding Experience. I made 5 AI Trading Bots & Apps Built in 6 Hours. Each One Worth $3,000-$15,000 to Clients. You Spent $500 on a Bootcamp and Still Can't Deploy a Landing Page. That's not the bootcamp's fault. That's you. People with zero coding skills are building full apps with payments, databases, and authentication using AI. Charging clients $5,000-$10,000 per project. Finishing in one afternoon. You're still Googling "should I learn Python or JavaScript first." This attached video is a goldmine. 6 hours. 5 real apps. From complete beginner to deploying revenue-generating products. One video. Free. Save it. Watch it this weekend. Not next weekend. Today. Now let me break down exactly what's inside and why you can't afford to ignore this. Save this post. You'll hate yourself if you lose it. ↓ Let's talk about why you still can't code... You bought the Udemy course. $12.99. Watched 3 lectures. Got confused. Told yourself you'd continue tomorrow. That was 8 months ago. You bought another course. $49.99. This one had better reviews. Watched the intro. Bookmarked the rest. Never opened it again. You signed up for a bootcamp. $5,000. Dropped out at week 4 because "life got busy." Life didn't get busy. You got scared. Three years. Hundreds of dollars. Multiple courses. Zero apps built. Zero projects deployed. Zero revenue generated. And now someone with zero coding experience is building full apps in hours using AI tools you haven't even tried. You're not falling behind slowly. You're falling behind at full speed. Save this post right now. This is the course that makes every other coding course you bought irrelevant. Follow Himanshu Kumar so you don't miss the breakdown. ↓ What is vibe coding and why should you care? Traditional coding: Learn syntax for 6 months. Build a to-do app. Feel proud. Realize nobody will pay for a to-do app. Give up. Vibe coding: Describe what you want to build. AI builds it. You guide, adjust, deploy. People pay for it. You're not writing code line by line. You're directing an AI agent that writes code for you. Think of it like this: Traditional coding = you're the construction worker. Vibe coding = you're the architect. The architect makes more money. The architect doesn't carry bricks. The architect doesn't need to know how to pour concrete. The architect needs to know what to build and why. That's vibe coding. And while you've been debating whether to learn Python or JavaScript first, people are skipping both and building apps that generate revenue. With zero coding knowledge. This isn't the future. This is right now. Save this post and follow Himanshu Kumar for more vibe coding breakdowns that actually make you money. ↓ What this 6-hour course covers. This isn't some 20-minute tutorial that shows you how to make a button change color. This is 6 hours. 5 complete apps. Real software engineering. Real deployment. Real money-making potential. Here's what you'll build: > Portfolio website - deployed live on Netlify > Full-stack client dashboard - with database and auth > Lead generation app - with API integrations > Thumbnail generator - with payment integration via Stripe > Splinter - a full SaaS product with pricing and marketing Not toy projects. Not "follow along and never use again." Actual apps that people pay for. Built with Gemini 3.1 Pro, Antigravity, Supabase, Next.js, Vite, and more. You know how many people charge $5,000+ to build a single one of these apps for a client? You'll be able to build all 5 by the end of this weekend. You can't afford to scroll past this. Bookmark this post. Follow Himanshu Kumar because I'm breaking down every tool in this stack separately. ↓ The tools you'll master. Gemini 3.1 Pro: Google's most powerful AI model. You'll use it to generate entire codebases. Not snippets. Entire apps. Antigravity: The AI coding environment that makes vibe coding actually work. Agent chat. MCP servers. Voice dictation. It's not VS Code with a chatbot bolted on. It's built from the ground up for AI-first development. Supabase: Your backend. Database. Authentication. All set up in minutes. Not weeks of configuration. Next.js + Vite: Modern frameworks that make your apps fast, scalable, and professional. Stripe: Payment integration. So your apps can actually charge people money. You know, the whole point. Claude Code: Yes, Claude Code is covered too. Because the best developers in 2026 don't use one AI tool. They use all of them. While you're still trying to decide which AI tool is "the best one," smart people are using all of them together and making money from every angle. Stop debating tools. Start using them. Save this post and follow Himanshu Kumar for deep dives into each of these tools. ↓ What you'll actually learn beyond just "building apps." This course doesn't just teach you to copy and paste prompts. You'll learn real software engineering: > Hosting and deployment > Modern software design patterns > Languages and frameworks > Version control and GitHub > Programming with AI agents and agent teams > Database design (SQL vs NoSQL) > Security audits > API integration > Payment processing This is everything a $15,000 bootcamp teaches. In 6 hours. For free. On YouTube. Your friend who spent $15K on a bootcamp is going to be really upset when you build better apps than them after watching one YouTube video this weekend. Don't tell them about this course. Or do. Their reaction will be priceless. This is a $15,000 education for $0. Save this post before it gets buried. Follow Himanshu Kumar for more free resources that make paid courses look like scams. ↓ The guy teaching this actually makes money. Not "makes money selling courses about making money." Actually makes money. Nick built automated businesses with Make . Most notably 1SecondCopy, a content company that hit 7 figures. Seven figures. From automation. He's not teaching theory. He's showing you what real systems that generate real revenue look like. 90% of coding teachers on YouTube have never shipped a product that made $1. They teach coding. They don't use coding to make money. This guy does both. That's why this course is different. You've been learning from people who teach for a living. Start learning from people who build for a living. Save this post. Follow Himanshu Kumar for more content from builders, not lecturers. ↓ Let me tell you what's really happening while you "think about learning to code." Every week that passes, AI coding tools get better. Every week that passes, more people learn vibe coding. Every week that passes, the market gets more competitive. Right now, vibe coding is still early. Not many people know how to do it well. Clients are desperate for someone who can build apps fast. $3,000 for a landing page with payments. $5,000 for a SaaS MVP. $10,000 for a full client dashboard. These are real prices people are charging for apps they built in a single day using the exact tools in this course. But this window won't last forever. In 6 months, everyone will know how to vibe code. In 12 months, it'll be a basic requirement. In 24 months, not knowing this will be like not knowing how to use email in 2010. You're either early or you're irrelevant. Right now you can still be early. But not if you spend this weekend on Netflix. The window is closing. Every weekend you waste is a weekend someone else uses to get ahead of you. Save this post. Follow Himanshu Kumar before this opportunity becomes obvious to everyone. ↓ The 5 apps you'll build and what they're actually worth. App 1: Portfolio Website. What clients pay for this: $500-$2,000. Time to build with vibe coding: 30 minutes. App 2: Client Dashboard. What clients pay for this: $5,000-$15,000. Time to build with vibe coding: 2-3 hours. App 3: Lead Generation Tool. What clients pay for this: $3,000-$8,000. Time to build with vibe coding: 1-2 hours. App 4: Thumbnail Generator with Payments. What clients pay for this: $2,000-$5,000. Or sell it as a SaaS for recurring revenue. Time to build: 1-2 hours. App 5: Splinter (Full SaaS Product). What clients pay for this: $10,000-$25,000. Or launch it yourself for monthly recurring revenue. Time to build: 2-3 hours. Total value of apps you can build after this course: $20,000-$55,000. Total cost of this course: $0. Total time investment: one weekend. You spend more than one weekend deciding which Netflix show to start next. At least this weekend would pay you back. Read those numbers again. Save this post. Follow Himanshu Kumar because I'll be breaking down how to sell each of these apps as a service. ↓ Here's the business model nobody's talking about. Learn vibe coding this weekend. Build 5 apps. Pick the one you're best at. Offer it as a service. "I build professional SaaS dashboards for businesses using AI. Faster than agencies. Fraction of the cost. $5,000 per project." 2 projects per month = $10,000/month. Working maybe 20 hours total. While you're applying for jobs that pay $4,000/month and require 5 years of experience you don't have, someone who watched this course last weekend just landed their second $5,000 client. No degree. No portfolio. No 5 years of experience. Just the ability to build what people need faster than anyone else. That's the entire business model. Learn fast. Build fast. Charge accordingly. Stop applying for jobs. Start creating them. Save this post. Follow Himanshu Kumar for the exact outreach scripts to land your first vibe coding client. ↓ Why you won't watch this course. Because it's 6 hours. "6 hours?? That's too long." You binged an entire season of a show last weekend in 8 hours. You scrolled Twitter for 4 hours yesterday. You spent 3 hours watching YouTube shorts that you don't even remember. But 6 hours to learn a skill that could make you $10,000/month? "I don't have time for that." You have time. You just don't have discipline. And that's the actual reason you're broke. Not the economy. Not the market. Not your circumstances. Your inability to sit down for 6 hours and learn something that changes your life. Everything else is a story you tell yourself to feel better about doing nothing. That's the uncomfortable truth. Save this post so it stares at you every time you open your bookmarks. Follow Himanshu Kumar because I'll keep reminding you until you actually do something. ↓ What happens this weekend determines your next year. Path A: Watch the course Saturday. Build your first app Sunday. Start offering services Monday. Land first client within 2 weeks. $5,000-$10,000/month within 60 days. Path B: Sleep in Saturday. Brunch Sunday. Netflix Sunday night. Monday morning alarm goes off. Back to the same job. Same salary. Same frustration. Same "I'll start next weekend." 52 weekends in a year. How many have you already wasted? Path A costs you one weekend. Path B costs you your entire future. Same video. Same information. Same 6 hours. Two completely different lives. ↓ Full 6-hour course attached. 5 real apps. Real deployment. Real revenue potential. From the guy who built a 7-figure automated business. Not theory. Not motivation. Actual hands-on building. The course is free. The tools are free. The knowledge is right here. The only thing that costs money is your decision to do nothing. And that cost compounds every single day. Follow Himanshu Kumar for more breakdowns that turn free YouTube videos into $10,000/month skill sets. Save this post. Watch the video. Build something this weekend that your Monday self will thank you for. Or don't. And wonder next year why nothing changed.

Himanshu Kumar

39,379 次观看 • 4 个月前

🚨 EXCLUSIVE: Laurie Cardoza-Moore (aka "Lauren Bishop") – Former 1-900 Phone Sex Actress in Steamy Commercials & Alleged 1980s Dallas Stripper? Plus, Her Nonprofit's Shady $365K Family Payouts Mirror TPUSA Grift! 😱💸 Newly unearthed video proof shows Laurie Cardoza-Moore Laurie Cardoza Moore – the evangelical Zionist powerhouse behind Proclaiming Justice to the Nations (PJTN) – operating under the stage name Lauren Bishop as a 1-900 romance hotline actress in various late-night commercials. Those sultry "call me" spots from the era? It's her – signature look, voice, everything. From phone sex promo queen to "pro-Israel Christian leader"... the glow-up (or cover-up?) is wild. And it gets darker: Multiple sources allege she was a stripper in the Dallas area in the early 1980s. I'm still hunting concrete proof (yearbooks, club records, photos) – if you worked/knew the scene or have ANY info, DM me ASAP. Sources protected. We need the full truth! But the real smoking gun? Her 2019 IRS 990 for PJTN reeks of the SAME shady financial moves we've seen at TPUSA: ♦️$1.3M in donations... but Laurie took $145K salary (10% straight to her pocket) – the ONLY paid officer out of 9 listed. ♦️$40K "occupancy expense" – her nonprofit paying HER for "rent" on property she owns (classic self-dealing home office scam). ♦️$85K to her husband's production company. ♦️Thousands more to her kids: $1K to one, $5.6K to another, $47.9K to a third. ♦️Total family haul: $365K+ while donors thought they were fighting "antisemitism." Sound familiar? Nonprofit as family ATM – just like the TPUSA fraud allegations (shells, insider payouts, foreign agent grants). Is this the playbook for "Christian Zionist" orgs? Laurie preaches "biblical values" while allegedly hiding a wild past and funneling donor cash to her clan. Hypocrisy much? Watch the 1-900 video proof attached – And if you've got Dallas strip club intel from the '80s – hit my DMs! Link to financial expose will be in the comments below Shoutout to Brave Report for the awesome video find! FOLLOW Them! Tag Candace Owens RT if you're done with grifters hiding behind "faith" while lining their pockets! The mask is slipping.
3:31

Sensitive content

🚨 EXCLUSIVE: Laurie Cardoza-Moore (aka "Lauren Bishop") – Former 1-900 Phone Sex Actress in Steamy Commercials & Alleged 1980s Dallas Stripper? Plus, Her Nonprofit's Shady $365K Family Payouts Mirror TPUSA Grift! 😱💸 Newly unearthed video proof shows Laurie Cardoza-Moore Laurie Cardoza Moore – the evangelical Zionist powerhouse behind Proclaiming Justice to the Nations (PJTN) – operating under the stage name Lauren Bishop as a 1-900 romance hotline actress in various late-night commercials. Those sultry "call me" spots from the era? It's her – signature look, voice, everything. From phone sex promo queen to "pro-Israel Christian leader"... the glow-up (or cover-up?) is wild. And it gets darker: Multiple sources allege she was a stripper in the Dallas area in the early 1980s. I'm still hunting concrete proof (yearbooks, club records, photos) – if you worked/knew the scene or have ANY info, DM me ASAP. Sources protected. We need the full truth! But the real smoking gun? Her 2019 IRS 990 for PJTN reeks of the SAME shady financial moves we've seen at TPUSA: ♦️$1.3M in donations... but Laurie took $145K salary (10% straight to her pocket) – the ONLY paid officer out of 9 listed. ♦️$40K "occupancy expense" – her nonprofit paying HER for "rent" on property she owns (classic self-dealing home office scam). ♦️$85K to her husband's production company. ♦️Thousands more to her kids: $1K to one, $5.6K to another, $47.9K to a third. ♦️Total family haul: $365K+ while donors thought they were fighting "antisemitism." Sound familiar? Nonprofit as family ATM – just like the TPUSA fraud allegations (shells, insider payouts, foreign agent grants). Is this the playbook for "Christian Zionist" orgs? Laurie preaches "biblical values" while allegedly hiding a wild past and funneling donor cash to her clan. Hypocrisy much? Watch the 1-900 video proof attached – And if you've got Dallas strip club intel from the '80s – hit my DMs! Link to financial expose will be in the comments below Shoutout to Brave Report for the awesome video find! FOLLOW Them! Tag Candace Owens RT if you're done with grifters hiding behind "faith" while lining their pockets! The mask is slipping.

Project Constitution

98,498 次观看 • 6 个月前

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!
13:03

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!

Mike

301,322 次观看 • 2 个月前

Made $313 → $2,382,780 in 4 Days Using a Claude AI Bot on Polymarket. 26,738 trades. 98% win rate. Full blockchain proof. Every single trade verifiable on-chain. I've made the exact step-by-step guide to build this Claude Polymarket bot from scratch. You've been trading for 3 years. Still red. He gave Claude $313. Woke up rich. Free for 24 hours. To get this Setup guide: 1. Comment "Money" 2. Like and Retweet 3. Follow me Himanshu Kumar (so i can DM you) Full 2-hour video tutorial attached. Every single click and command explained. Beginner to running bot. Now let me break down exactly how this works. Save this post. This is the most important trading breakdown you'll ever read. ↓ Let's start with the number that should make you sick. $313. That's what this wallet started with. Not $50,000. Not $10,000. Not even $1,000. $313. Less than your monthly Netflix + Uber Eats + Spotify combined. 4 months later: $2,382,780.80. That's a 7,942x return. While you spent those same 4 months staring at charts, drawing trendlines, panic selling, revenge trading, and ending the month exactly where you started. Minus the $200 you lost on that "sure thing." Same 4 months. Same market. Same opportunities. He had a bot. You had feelings. Guess who won. Save this post right now. What I'm about to explain is the exact mechanism behind every dollar of that $2.38M. Follow Himanshu Kumar so you don't miss the rest. ↓ How Polymarket actually works and why bots print money on it. Polymarket is a prediction market. Will BTC be higher in 15 minutes? Yes or No. Will the Fed raise rates? Yes or No. You buy shares between $0 and $1. If you're right, your share settles at $1. If you're wrong, it settles at $0. Simple. Now here's where it gets interesting. Polymarket updates its prices SLOWER than the real market moves. When BTC drops 0.6% on Binance, Polymarket still shows old odds for about 2.7 seconds. 2.7 seconds. In those 2.7 seconds, the bot already knows the outcome. It's not predicting. It's not guessing. It's reading information that already exists and trading before Polymarket catches up. That's not trading. That's collecting free money with a 2.7 second head start. And you're over there using a 15-indicator TradingView setup trying to "predict" where BTC goes next. The bot doesn't predict anything. It just reads faster than you. That's the entire edge. Save this post because if you understand this one concept you understand how millionaires are being made on Polymarket right now. Follow Himanshu Kumar for more breakdowns like this. ↓ Let me walk you through one single trade. A new 15-minute BTC contract opens on Polymarket. Odds are 50/50. Fair price. 10 minutes in, BTC drops 0.6% on Binance. Hard, fast move. The real probability of BTC being lower at expiry is now about 78%. Polymarket still shows 54/46. The bot sees this instantly. Binance WebSocket feed. Under 50ms latency. The edge is 24 percentage points. On a binary contract, that's basically free money. Bot calculates position size using Kelly Criterion. Executes via Polymarket's API. Done. Within 2-3 seconds, other participants update the odds. 54/46 moves toward 78/22. Bot either exits for immediate profit or holds to resolution. Either way, the trade was entered with near-certainty of a positive outcome. Now repeat this 200-500 times per day. $313 → $2,382,780 in 4 months. Not magic. Not prediction. Not luck. Industrial-scale exploitation of a market inefficiency that still exists today. And you're still placing one manual trade per day and calling yourself a "trader." This is the mechanism behind every single dollar. Bookmark this post so you can study it again. Follow Himanshu Kumar because I'm breaking down each strategy separately. ↓ There are 4 strategies. Not all Claude bots do the same thing. Strategy 1: Latency Arbitrage. Win rate: 85-98%. What 0x8dxd used. Monitor Binance price feeds. When Polymarket odds lag behind reality by 3-5%, buy the correct side before the market corrects. No forecasting. No model. No sentiment analysis. Pure speed. You're not guessing. You're reading an outcome that has already happened. Strategy 2: Oracle Arbitrage. Win rate: 78-85%. Chainlink oracle price feeds occasionally diverge from Polymarket's implied prices. When they do, the settlement direction is known. Fewer opportunities. Higher certainty when they appear. Strategy 3: News-Driven Trading. Win rate: 60-75%. Claude ingests real-time news. Government filings. Central bank statements. On-chain data. Assesses probability impact before retail traders even finish reading the headline. Lower win rate because interpretation introduces uncertainty. But works on ANY market category, not just crypto. Strategy 4: Market Making. Return: 2-5% per month. Place buy and sell orders on both sides. Capture the spread. No prediction required. Most consistent. Hardest to blow up. Compounds aggressively over time. You didn't even know there were 4 strategies. You thought "trading bot" meant one thing. That's how far behind you are. 4 strategies. 4 different risk profiles. 4 ways to make money while you sleep. Save this post. Follow Himanshu Kumar for the deep dive into each one. ↓ The timeline that should haunt you. December 2025: Bot launches with $313. Nobody notices. January 6, 2026: Wallet hits ~$438,000. 140x in 30 days. 6,615 predictions. 98% win rate. Finbold reports it. Crypto Twitter explodes. March 10, 2026: Head-to-head test. Claude bot: $1,000 → $14,216 in 48 hours. +1,322%. OpenClaw bot: fully liquidated. Same market. Same timeframe. Claude won because of better risk management. OpenClaw died because it overleveraged. March 16, 2026: Someone trains a swarm model on 3 years of NBA data. Result: +$1.49M on Polymarket. April 2026: 0x8dxd final verified balance: $2,382,780.80. 26,738 trades. 4 months. This all happened while you were "waiting for the right time to start." The right time was December 2025. The second best time is right now. But you'll probably wait until it's too late. That's what you always do. Every date on this timeline is a day you could have started but didn't. Save this post. Follow Himanshu Kumar so you at least start today. ↓ Why Claude and not ChatGPT? This isn't opinion. It's data. March 2026 head-to-head: Claude bot: +1,322%. OpenClaw (GPT-based): liquidated. Same prompt. Same market. Same conditions. Researchers found Claude's code included: > More defensive edge cases > More conservative default parameters > Better error handling > More legible code for debugging > Proper Kelly Criterion position sizing > Hard drawdown kill switches ChatGPT's code overleveraged into a losing sequence and couldn't recover. Claude's code sized positions conservatively, stopped trading when drawdown thresholds hit, and survived to compound another day. The difference between +1,322% and liquidation wasn't the strategy. It was the risk management. And Claude writes better risk management than ChatGPT. That's not a debate. That's a $15,216 difference in 48 hours. But sure, keep using ChatGPT because "everyone uses it." Everyone's broke too. Coincidence? Stop using the popular tool. Start using the profitable one. Save this post. Follow Himanshu Kumar for more Claude vs ChatGPT comparisons with real data. ↓ Why humans lose to bots. Every single time. Same strategy. Same market. Same period. Bots: ~$206,000 profit. Humans: ~$100,000 profit. 2x gap. Same strategy. Here's why: 1. Late entries. By the time you identify the lag, verify your reasoning, and click buy, the 2.7 second window is gone. The bot executes in under 100ms. You execute in 30 seconds. The opportunity doesn't exist for 30 seconds. 2. Emotional sizing. You oversize when "confident." Undersize when scared. Exact opposite of Kelly math. The bot sizes based on edge. Every time. No feelings. 3. Fatigue. You make worse decisions at hour 6 than at hour 1. The bot makes the same decision at hour 72 that it made at hour 1. 4. Drawdown psychology. After 3 losses you either panic quit or double down trying to recover. Both destroy capital. The bot has a kill switch. It stops. It doesn't feel anything. You're not competing with other humans anymore. You're competing with machines that don't sleep, don't feel, don't flinch. And you're losing. The data doesn't lie. Humans lose to bots 2x on the same strategy. Save this post. Follow Himanshu Kumar for the complete bot setup that removes you from the equation. ↓ What can go wrong. Because I'm not going to lie to you. Most people who build this bot will NOT 7,942x their money. Some will lose their initial capital. Here's what can kill you: Edge compression. The arbitrage window was 12 seconds in 2024. It's 2.7 seconds now. It's shrinking. At some point it hits zero for retail operators. This is a time-limited opportunity. Not a permanent income stream. Rule changes. Polymarket can change contract mechanics, settlement rules, or API terms overnight. What worked yesterday can lose money tomorrow. Risk management bugs. A 98% win rate strategy with broken position sizing will blow up your account on the one losing trade. The March 2026 experiment proved this. Claude survived. OpenClaw got liquidated. Same strategy. Different risk management. That's why the 2-hour video tutorial walks through every single risk parameter. Because the strategy doesn't kill you. Bad risk management kills you. This is the section most "gurus" delete. I'm keeping it because I'd rather you make money safely than blow up and blame me. Save this post. Follow Himanshu Kumar for honest breakdowns, not hype. ↓ The step-by-step to build your own. Step 1: Set up a Polymarket wallet. Fund with USDC via Polygon network. Start with $100-$300 for testing. Step 2: Generate API credentials. CLOB API key from docs.polymarket .com. Store private key in environment variable. Never hardcode it. Never share it. Step 3: Prompt Claude to build the bot. Use Claude Code for best results. It reads your filesystem, executes code, and iterates on errors autonomously. Step 4: Paper trade for at least one week. Minimum 200 completed trades. Win rate must be above 70% before going live. This step is NOT optional. Step 5: Configure risk management. Max single position: 8% of portfolio. Daily loss limit: -20% with auto halt. Kill switch at -40% drawdown. Telegram alerts on every threshold. Step 6: Go live small. $1-5 per trade. Watch every trade for first week. Compare to paper results. Scale only on evidence. Skip steps 4 and 5 and you will lose your money. That's not a warning. That's a guarantee. This is your complete build guide. Save this post. Follow Himanshu Kumar because I'll be posting the exact Claude prompts for each strategy. ↓ The edge exists right now. Not next month. Not "when you're ready." Right now. The arbitrage window is 2.7 seconds. It was 12 seconds in 2024. It's shrinking every week. Every day you wait, more bots enter the space. The window gets smaller. Your potential returns get smaller. The bots already running have a compounding advantage. They're making money today that they'll use to make more money tomorrow. You're reading about it and telling yourself "I'll look into this next weekend." That's what you said last weekend. And the weekend before that. The best time to start was 6 months ago. The second best time is today. But you already know you're going to bookmark this and never open it again. Prove me wrong. ↓ Full 2-hour video tutorial attached. Every single click. Every command. Every parameter. From zero to running bot. Beginner friendly. Nothing skipped. A similar bot has already earned $2,382,780. Full blockchain proof in the article below. The video is free. The tools are free. The edge still exists. The only thing that costs money is another month of doing nothing while bots eat every opportunity you're too slow to catch. Follow Himanshu Kumar for the complete series covering every automated income stream using Claude. Prediction markets are just the beginning. Save this post. Bookmark it. Screenshot it. Whatever you need to do so you actually watch the video and build the bot instead of just reading about people who did. You Must Follow me Himanshu Kumar, so i can send you DM.
2:22:35

Made $313 → $2,382,780 in 4 Days Using a Claude AI Bot on Polymarket. 26,738 trades. 98% win rate. Full blockchain proof. Every single trade verifiable on-chain. I've made the exact step-by-step guide to build this Claude Polymarket bot from scratch. You've been trading for 3 years. Still red. He gave Claude $313. Woke up rich. Free for 24 hours. To get this Setup guide: 1. Comment "Money" 2. Like and Retweet 3. Follow me Himanshu Kumar (so i can DM you) Full 2-hour video tutorial attached. Every single click and command explained. Beginner to running bot. Now let me break down exactly how this works. Save this post. This is the most important trading breakdown you'll ever read. ↓ Let's start with the number that should make you sick. $313. That's what this wallet started with. Not $50,000. Not $10,000. Not even $1,000. $313. Less than your monthly Netflix + Uber Eats + Spotify combined. 4 months later: $2,382,780.80. That's a 7,942x return. While you spent those same 4 months staring at charts, drawing trendlines, panic selling, revenge trading, and ending the month exactly where you started. Minus the $200 you lost on that "sure thing." Same 4 months. Same market. Same opportunities. He had a bot. You had feelings. Guess who won. Save this post right now. What I'm about to explain is the exact mechanism behind every dollar of that $2.38M. Follow Himanshu Kumar so you don't miss the rest. ↓ How Polymarket actually works and why bots print money on it. Polymarket is a prediction market. Will BTC be higher in 15 minutes? Yes or No. Will the Fed raise rates? Yes or No. You buy shares between $0 and $1. If you're right, your share settles at $1. If you're wrong, it settles at $0. Simple. Now here's where it gets interesting. Polymarket updates its prices SLOWER than the real market moves. When BTC drops 0.6% on Binance, Polymarket still shows old odds for about 2.7 seconds. 2.7 seconds. In those 2.7 seconds, the bot already knows the outcome. It's not predicting. It's not guessing. It's reading information that already exists and trading before Polymarket catches up. That's not trading. That's collecting free money with a 2.7 second head start. And you're over there using a 15-indicator TradingView setup trying to "predict" where BTC goes next. The bot doesn't predict anything. It just reads faster than you. That's the entire edge. Save this post because if you understand this one concept you understand how millionaires are being made on Polymarket right now. Follow Himanshu Kumar for more breakdowns like this. ↓ Let me walk you through one single trade. A new 15-minute BTC contract opens on Polymarket. Odds are 50/50. Fair price. 10 minutes in, BTC drops 0.6% on Binance. Hard, fast move. The real probability of BTC being lower at expiry is now about 78%. Polymarket still shows 54/46. The bot sees this instantly. Binance WebSocket feed. Under 50ms latency. The edge is 24 percentage points. On a binary contract, that's basically free money. Bot calculates position size using Kelly Criterion. Executes via Polymarket's API. Done. Within 2-3 seconds, other participants update the odds. 54/46 moves toward 78/22. Bot either exits for immediate profit or holds to resolution. Either way, the trade was entered with near-certainty of a positive outcome. Now repeat this 200-500 times per day. $313 → $2,382,780 in 4 months. Not magic. Not prediction. Not luck. Industrial-scale exploitation of a market inefficiency that still exists today. And you're still placing one manual trade per day and calling yourself a "trader." This is the mechanism behind every single dollar. Bookmark this post so you can study it again. Follow Himanshu Kumar because I'm breaking down each strategy separately. ↓ There are 4 strategies. Not all Claude bots do the same thing. Strategy 1: Latency Arbitrage. Win rate: 85-98%. What 0x8dxd used. Monitor Binance price feeds. When Polymarket odds lag behind reality by 3-5%, buy the correct side before the market corrects. No forecasting. No model. No sentiment analysis. Pure speed. You're not guessing. You're reading an outcome that has already happened. Strategy 2: Oracle Arbitrage. Win rate: 78-85%. Chainlink oracle price feeds occasionally diverge from Polymarket's implied prices. When they do, the settlement direction is known. Fewer opportunities. Higher certainty when they appear. Strategy 3: News-Driven Trading. Win rate: 60-75%. Claude ingests real-time news. Government filings. Central bank statements. On-chain data. Assesses probability impact before retail traders even finish reading the headline. Lower win rate because interpretation introduces uncertainty. But works on ANY market category, not just crypto. Strategy 4: Market Making. Return: 2-5% per month. Place buy and sell orders on both sides. Capture the spread. No prediction required. Most consistent. Hardest to blow up. Compounds aggressively over time. You didn't even know there were 4 strategies. You thought "trading bot" meant one thing. That's how far behind you are. 4 strategies. 4 different risk profiles. 4 ways to make money while you sleep. Save this post. Follow Himanshu Kumar for the deep dive into each one. ↓ The timeline that should haunt you. December 2025: Bot launches with $313. Nobody notices. January 6, 2026: Wallet hits ~$438,000. 140x in 30 days. 6,615 predictions. 98% win rate. Finbold reports it. Crypto Twitter explodes. March 10, 2026: Head-to-head test. Claude bot: $1,000 → $14,216 in 48 hours. +1,322%. OpenClaw bot: fully liquidated. Same market. Same timeframe. Claude won because of better risk management. OpenClaw died because it overleveraged. March 16, 2026: Someone trains a swarm model on 3 years of NBA data. Result: +$1.49M on Polymarket. April 2026: 0x8dxd final verified balance: $2,382,780.80. 26,738 trades. 4 months. This all happened while you were "waiting for the right time to start." The right time was December 2025. The second best time is right now. But you'll probably wait until it's too late. That's what you always do. Every date on this timeline is a day you could have started but didn't. Save this post. Follow Himanshu Kumar so you at least start today. ↓ Why Claude and not ChatGPT? This isn't opinion. It's data. March 2026 head-to-head: Claude bot: +1,322%. OpenClaw (GPT-based): liquidated. Same prompt. Same market. Same conditions. Researchers found Claude's code included: > More defensive edge cases > More conservative default parameters > Better error handling > More legible code for debugging > Proper Kelly Criterion position sizing > Hard drawdown kill switches ChatGPT's code overleveraged into a losing sequence and couldn't recover. Claude's code sized positions conservatively, stopped trading when drawdown thresholds hit, and survived to compound another day. The difference between +1,322% and liquidation wasn't the strategy. It was the risk management. And Claude writes better risk management than ChatGPT. That's not a debate. That's a $15,216 difference in 48 hours. But sure, keep using ChatGPT because "everyone uses it." Everyone's broke too. Coincidence? Stop using the popular tool. Start using the profitable one. Save this post. Follow Himanshu Kumar for more Claude vs ChatGPT comparisons with real data. ↓ Why humans lose to bots. Every single time. Same strategy. Same market. Same period. Bots: ~$206,000 profit. Humans: ~$100,000 profit. 2x gap. Same strategy. Here's why: 1. Late entries. By the time you identify the lag, verify your reasoning, and click buy, the 2.7 second window is gone. The bot executes in under 100ms. You execute in 30 seconds. The opportunity doesn't exist for 30 seconds. 2. Emotional sizing. You oversize when "confident." Undersize when scared. Exact opposite of Kelly math. The bot sizes based on edge. Every time. No feelings. 3. Fatigue. You make worse decisions at hour 6 than at hour 1. The bot makes the same decision at hour 72 that it made at hour 1. 4. Drawdown psychology. After 3 losses you either panic quit or double down trying to recover. Both destroy capital. The bot has a kill switch. It stops. It doesn't feel anything. You're not competing with other humans anymore. You're competing with machines that don't sleep, don't feel, don't flinch. And you're losing. The data doesn't lie. Humans lose to bots 2x on the same strategy. Save this post. Follow Himanshu Kumar for the complete bot setup that removes you from the equation. ↓ What can go wrong. Because I'm not going to lie to you. Most people who build this bot will NOT 7,942x their money. Some will lose their initial capital. Here's what can kill you: Edge compression. The arbitrage window was 12 seconds in 2024. It's 2.7 seconds now. It's shrinking. At some point it hits zero for retail operators. This is a time-limited opportunity. Not a permanent income stream. Rule changes. Polymarket can change contract mechanics, settlement rules, or API terms overnight. What worked yesterday can lose money tomorrow. Risk management bugs. A 98% win rate strategy with broken position sizing will blow up your account on the one losing trade. The March 2026 experiment proved this. Claude survived. OpenClaw got liquidated. Same strategy. Different risk management. That's why the 2-hour video tutorial walks through every single risk parameter. Because the strategy doesn't kill you. Bad risk management kills you. This is the section most "gurus" delete. I'm keeping it because I'd rather you make money safely than blow up and blame me. Save this post. Follow Himanshu Kumar for honest breakdowns, not hype. ↓ The step-by-step to build your own. Step 1: Set up a Polymarket wallet. Fund with USDC via Polygon network. Start with $100-$300 for testing. Step 2: Generate API credentials. CLOB API key from docs.polymarket .com. Store private key in environment variable. Never hardcode it. Never share it. Step 3: Prompt Claude to build the bot. Use Claude Code for best results. It reads your filesystem, executes code, and iterates on errors autonomously. Step 4: Paper trade for at least one week. Minimum 200 completed trades. Win rate must be above 70% before going live. This step is NOT optional. Step 5: Configure risk management. Max single position: 8% of portfolio. Daily loss limit: -20% with auto halt. Kill switch at -40% drawdown. Telegram alerts on every threshold. Step 6: Go live small. $1-5 per trade. Watch every trade for first week. Compare to paper results. Scale only on evidence. Skip steps 4 and 5 and you will lose your money. That's not a warning. That's a guarantee. This is your complete build guide. Save this post. Follow Himanshu Kumar because I'll be posting the exact Claude prompts for each strategy. ↓ The edge exists right now. Not next month. Not "when you're ready." Right now. The arbitrage window is 2.7 seconds. It was 12 seconds in 2024. It's shrinking every week. Every day you wait, more bots enter the space. The window gets smaller. Your potential returns get smaller. The bots already running have a compounding advantage. They're making money today that they'll use to make more money tomorrow. You're reading about it and telling yourself "I'll look into this next weekend." That's what you said last weekend. And the weekend before that. The best time to start was 6 months ago. The second best time is today. But you already know you're going to bookmark this and never open it again. Prove me wrong. ↓ Full 2-hour video tutorial attached. Every single click. Every command. Every parameter. From zero to running bot. Beginner friendly. Nothing skipped. A similar bot has already earned $2,382,780. Full blockchain proof in the article below. The video is free. The tools are free. The edge still exists. The only thing that costs money is another month of doing nothing while bots eat every opportunity you're too slow to catch. Follow Himanshu Kumar for the complete series covering every automated income stream using Claude. Prediction markets are just the beginning. Save this post. Bookmark it. Screenshot it. Whatever you need to do so you actually watch the video and build the bot instead of just reading about people who did. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

53,024 次观看 • 4 个月前

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026
2:49

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 次观看 • 5 个月前

🚨UPDATE: The Camera Girl Filming Charlie Kirk at UVU Has DISAPPEARED — And Her X Account Has Been Completely Wiped 😱 New information has come in that I need the public’s help to verify or debunk immediately. The young woman operating one of the main cameras at the UVU event on September 10th — the one seen staying calm and continuing to film through the lens while everyone else panicked after the shot — is Kelsey Parker, a TPUSA videographer/content producer. 🔸She joined TPUSA in 2023 after freelancing for PragerU and The Daily Wire. 🔸She was credited in behind-the-scenes posts for running point on the live feed that day. 🔸Her reaction in the footage is noticeably different from everyone around her. Now the red flags: 🔹Her X account @KelseyParkerTP has been deleted (confirmed gone as of mid-February 2026). 🔹Multiple sources say she has “disappeared” /gone missing following the event. 🔹Her public profiles and TPUSA-related mentions have gone dark. This is the same woman in the black-and-white group photo from the event (center, with headphones and camera rig). I am NOT confirming for a FACT she is the whistleblower who was reportedly found dead. I am NOT confirming anything yet, but i have my suspicions. This girl's sudden disappearance and total online wipe right as scrutiny on TPUSA intensifies is extremely suspicious and needs immediate public attention. I need your help right now: If you know anything about Kelsey Parker: 1⃣Have you seen or heard from her since September 10th? 2⃣Have you been in contact with her or her family before, during, or after the 9/10 UVU event? 3⃣Did you work with her at TPUSA, PragerU, or The Daily Wire? 4⃣Any information that can confirm she is safe, missing, or the whistleblower in question? Full anonymity guaranteed. I will protect your identity 100%. Please DM me or email: projectconstitutionvideos@gmail.com This could be nothing… or it could be the biggest lead yet. Either way, the public deserves answers. Tag Candace Owens and RT this. Share the photos. Tag anyone who might know her. The more eyes on this, the harder it is to hide. Photos of Kelsey Parker and the UVU camera crew attached — help us identify and locate her
0:38

🚨UPDATE: The Camera Girl Filming Charlie Kirk at UVU Has DISAPPEARED — And Her X Account Has Been Completely Wiped 😱 New information has come in that I need the public’s help to verify or debunk immediately. The young woman operating one of the main cameras at the UVU event on September 10th — the one seen staying calm and continuing to film through the lens while everyone else panicked after the shot — is Kelsey Parker, a TPUSA videographer/content producer. 🔸She joined TPUSA in 2023 after freelancing for PragerU and The Daily Wire. 🔸She was credited in behind-the-scenes posts for running point on the live feed that day. 🔸Her reaction in the footage is noticeably different from everyone around her. Now the red flags: 🔹Her X account @KelseyParkerTP has been deleted (confirmed gone as of mid-February 2026). 🔹Multiple sources say she has “disappeared” /gone missing following the event. 🔹Her public profiles and TPUSA-related mentions have gone dark. This is the same woman in the black-and-white group photo from the event (center, with headphones and camera rig). I am NOT confirming for a FACT she is the whistleblower who was reportedly found dead. I am NOT confirming anything yet, but i have my suspicions. This girl's sudden disappearance and total online wipe right as scrutiny on TPUSA intensifies is extremely suspicious and needs immediate public attention. I need your help right now: If you know anything about Kelsey Parker: 1⃣Have you seen or heard from her since September 10th? 2⃣Have you been in contact with her or her family before, during, or after the 9/10 UVU event? 3⃣Did you work with her at TPUSA, PragerU, or The Daily Wire? 4⃣Any information that can confirm she is safe, missing, or the whistleblower in question? Full anonymity guaranteed. I will protect your identity 100%. Please DM me or email: [email protected] This could be nothing… or it could be the biggest lead yet. Either way, the public deserves answers. Tag Candace Owens and RT this. Share the photos. Tag anyone who might know her. The more eyes on this, the harder it is to hide. Photos of Kelsey Parker and the UVU camera crew attached — help us identify and locate her

Project Constitution

1,445,702 次观看 • 5 个月前

$AMD's heading to $5T MC LT| Lowest $/M tokens 🧵 The real reason why Institutions are FOMOing into AMD while other Semi stocks are underperforming ($NVDA $AVGO) Not Financial Advice! DYOR! Under Dr. Lisa Su’s leadership, AMD has transformed from a distant challenger into a formidable force in AI infrastructure, delivering the industry’s most compelling TCO story for high-volume inference. Her clear vision open ecosystems, aggressive annual roadmaps, rack-scale innovation, and relentless focus on tokens-per-dollar has positioned AMD’s Helios racks as the go-to solution for hyperscalers and AI natives struggling with exploding token costs, collapsing the cost down to $0.0003-$0.0005/M tokens. I will link various threads on this analysis to supply chain and wafer ratio if you are interested in understanding the full picture. In the last 3-4 months, explosive Agentic AI demand significantly increased Inference demand for Agentic AI models with 5-10 agents. If you are a listener of CNBC or Bloomberg, u should know enterprises and companies are complaining abt cost of token, and how it starts to spike up way too much to make sense. The fact that most data center today are run by $NVDA Chips, where the cost is way too high for Training or Inference. 1. Token cost Here are some quick comp, so u understand why $META OpenAI Anthropic $MSFT $AMZN Softbank $GOOGL and many more small to medium AI Natives are buying AMD CPUs and GPUs as much as they want, or pretty much AMD chips are sold out for the next 3-5 years. Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens 2. Why Hyperscalers and AI Natives Are Choosing AMD Token consumption (especially Agentic) is outpacing even NVIDIA’s efficiency gains, making diversification mandatory for economic viability. Massive deals reflect this reality like $META, OpenAI, $MSFT, Softbank, $AMZN, Oracle, LumaAI, G42... Dr. Lisa Su’s Vision in Action: Since taking the helm, Su has driven AMD’s turnaround with disciplined execution, annual GPU cadence (MI300 → MI350 → MI400), full-stack software (ROCm 7), open ecosystems (UALink, OCP designs), and customer-centric rack-scale solutions like Helios. Her emphasis on “tokens per dollar” and TCO has turned AMD into the pragmatic choice for sustainable AI scaling. Power/Energy Efficiency: ~Helios Rack-level is estimated at 120kW-140kW with 50% more HBM4 where Inference and Training cost matter ~Rubin Rack-Level is estimated at 160kW-230kw AMD Helios shines in owned TCO, memory density, and energy flexibility at hyperscale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B 3. Superior CPUs to pair with GPUs on massive scale 5-10-20GW Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. Conclusion: NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always-on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. Not Financial Advice! DYOR! Video source: Microsoft Build 2026
0:49

$AMD's heading to $5T MC LT| Lowest $/M tokens 🧵 The real reason why Institutions are FOMOing into AMD while other Semi stocks are underperforming ($NVDA $AVGO) Not Financial Advice! DYOR! Under Dr. Lisa Su’s leadership, AMD has transformed from a distant challenger into a formidable force in AI infrastructure, delivering the industry’s most compelling TCO story for high-volume inference. Her clear vision open ecosystems, aggressive annual roadmaps, rack-scale innovation, and relentless focus on tokens-per-dollar has positioned AMD’s Helios racks as the go-to solution for hyperscalers and AI natives struggling with exploding token costs, collapsing the cost down to $0.0003-$0.0005/M tokens. I will link various threads on this analysis to supply chain and wafer ratio if you are interested in understanding the full picture. In the last 3-4 months, explosive Agentic AI demand significantly increased Inference demand for Agentic AI models with 5-10 agents. If you are a listener of CNBC or Bloomberg, u should know enterprises and companies are complaining abt cost of token, and how it starts to spike up way too much to make sense. The fact that most data center today are run by $NVDA Chips, where the cost is way too high for Training or Inference. 1. Token cost Here are some quick comp, so u understand why $META OpenAI Anthropic $MSFT $AMZN Softbank $GOOGL and many more small to medium AI Natives are buying AMD CPUs and GPUs as much as they want, or pretty much AMD chips are sold out for the next 3-5 years. Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens 2. Why Hyperscalers and AI Natives Are Choosing AMD Token consumption (especially Agentic) is outpacing even NVIDIA’s efficiency gains, making diversification mandatory for economic viability. Massive deals reflect this reality like $META, OpenAI, $MSFT, Softbank, $AMZN, Oracle, LumaAI, G42... Dr. Lisa Su’s Vision in Action: Since taking the helm, Su has driven AMD’s turnaround with disciplined execution, annual GPU cadence (MI300 → MI350 → MI400), full-stack software (ROCm 7), open ecosystems (UALink, OCP designs), and customer-centric rack-scale solutions like Helios. Her emphasis on “tokens per dollar” and TCO has turned AMD into the pragmatic choice for sustainable AI scaling. Power/Energy Efficiency: ~Helios Rack-level is estimated at 120kW-140kW with 50% more HBM4 where Inference and Training cost matter ~Rubin Rack-Level is estimated at 160kW-230kw AMD Helios shines in owned TCO, memory density, and energy flexibility at hyperscale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B 3. Superior CPUs to pair with GPUs on massive scale 5-10-20GW Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. Conclusion: NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always-on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. Not Financial Advice! DYOR! Video source: Microsoft Build 2026

Mike

145,778 次观看 • 2 个月前

𝐓𝐇𝐄 𝐁𝐑𝐔𝐓𝐀𝐋 𝐓𝐑𝐔𝐓𝐇 𝟗𝟗% 𝐎𝐅 𝐏𝐄𝐎𝐏𝐋𝐄 𝐈𝐆𝐍𝐎𝐑𝐄: 𝐘𝐨𝐮 𝐖𝐢𝐥𝐥 𝐍𝐞𝐯𝐞𝐫 𝐁𝐞𝐜𝐨𝐦𝐞 𝐃𝐚𝐧𝐠𝐞𝐫𝐨𝐮𝐬 𝐁𝐲 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐧𝐠 𝐒𝐤𝐢𝐥𝐥𝐬, 𝐎𝐧𝐥𝐲 𝐁𝐲 𝐁𝐥𝐞𝐞𝐝𝐢𝐧𝐠 𝐅𝐨𝐫 𝐒𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐓𝐡𝐚𝐭 𝐂𝐨𝐮𝐥𝐝 𝐀𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐅𝐚𝐢𝐥 𝐚𝐧𝐝 𝐋𝐞𝐚𝐯𝐞 𝐘𝐨𝐮 𝐁𝐫𝐨𝐤𝐞. Look around you right now. How many people do you know who are endlessly scrolling courses, chasing the "next big skill," the shiny new thing everyone swears will make them rich or relevant? They stack certificates, watch tutorials at 2x speed, and wait for the perfect moment when they're finally "ready." Then they stay stuck. Years pass. Nothing ships. No money comes in. No real freedom shows up. DAN KOE dropped this post I quoted, because he sees it everywhere. He's watched the cycle for years: people consuming advice like it's oxygen, but never breathing life into something of their own. He built his path the hard way, through trial, ugly failures, and constant pivots and now he's calling it out plainly. No gentle nudge. Just raw truth meant to jolt anyone still sitting on the sidelines. "Stop Chasing the 'Best' Skills. Start Building Something That Could Kill You (Metaphorically)". Here's the core of what he said: "Don't try to learn the 'best new skills'." >> Build your own thing. >> Try to sell it. >> Fail over and over again. >> Learn what it means to adapt and iterate. >> Remove your dependency from others and hunt for your own survival. You will learn the exact skills you need, and you will learn them better than anyone else." Read that last line again. It's not motivational poetry. It's mechanics. Why This Hits Different in 2026 We're drowning in information. Every feed is packed with gurus promising the fastest path: "Learn this one prompt and print money." "Master this framework in 30 days." It's seductive. It feels safe. You can tell yourself you're progressing while staying comfortable. But comfort is the enemy of real skill. DAN KOE isn't saying education is useless. He's saying passive consumption without skin in the game creates shallow knowledge. He posted this early in the year because January is when resolutions peak and most die. People declare they're finally going to learn the hot skill of 2026. By February, the dopamine fades, and they're back to scrolling. The Real Learning Loop Nobody Talks About. 1. Build something real. Not a side project you hide in Notion. Something you intend to exchange for money. 2. Put it in front of strangers and ask for money. This is where most people freeze. "What if it flops?" It will. Multiple times. That's the point. 3. Fail publicly. The sting is your teacher. Customers ghost. Refunds hit. Each failure shows you exactly what's broken. 4. Adapt fast. Tweak. Rewrite. Repackage. Test again. Iteration isn't cute, it's survival. 5. Repeat until it works. Along the way, skills stack naturally. No course can simulate that pressure. No mentor can transfer it through words. You earn it through exposure. Some will say: "But proven paths lower risk. Why reinvent the wheel?" Fair. Copying a working model can give you a head start. But even then, you still have to execute, adapt to your audience, and survive the inevitable pivots. NOTE: "Blind copying without personal ownership usually ends in mediocrity". If this post sparked something in you, anger, excitement, defensiveness, lean into it. Pick one small thing you've been avoiding launching. Make it ugly. Make it small. But make it public and try to sell it. >> Fail. >> Adapt. >> Survive. That's how you become dangerous. Not by collecting more tutorials, but by becoming the person who no longer needs them. Inspiration from DAN KOE
1:00

𝐓𝐇𝐄 𝐁𝐑𝐔𝐓𝐀𝐋 𝐓𝐑𝐔𝐓𝐇 𝟗𝟗% 𝐎𝐅 𝐏𝐄𝐎𝐏𝐋𝐄 𝐈𝐆𝐍𝐎𝐑𝐄: 𝐘𝐨𝐮 𝐖𝐢𝐥𝐥 𝐍𝐞𝐯𝐞𝐫 𝐁𝐞𝐜𝐨𝐦𝐞 𝐃𝐚𝐧𝐠𝐞𝐫𝐨𝐮𝐬 𝐁𝐲 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐧𝐠 𝐒𝐤𝐢𝐥𝐥𝐬, 𝐎𝐧𝐥𝐲 𝐁𝐲 𝐁𝐥𝐞𝐞𝐝𝐢𝐧𝐠 𝐅𝐨𝐫 𝐒𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐓𝐡𝐚𝐭 𝐂𝐨𝐮𝐥𝐝 𝐀𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐅𝐚𝐢𝐥 𝐚𝐧𝐝 𝐋𝐞𝐚𝐯𝐞 𝐘𝐨𝐮 𝐁𝐫𝐨𝐤𝐞. Look around you right now. How many people do you know who are endlessly scrolling courses, chasing the "next big skill," the shiny new thing everyone swears will make them rich or relevant? They stack certificates, watch tutorials at 2x speed, and wait for the perfect moment when they're finally "ready." Then they stay stuck. Years pass. Nothing ships. No money comes in. No real freedom shows up. DAN KOE dropped this post I quoted, because he sees it everywhere. He's watched the cycle for years: people consuming advice like it's oxygen, but never breathing life into something of their own. He built his path the hard way, through trial, ugly failures, and constant pivots and now he's calling it out plainly. No gentle nudge. Just raw truth meant to jolt anyone still sitting on the sidelines. "Stop Chasing the 'Best' Skills. Start Building Something That Could Kill You (Metaphorically)". Here's the core of what he said: "Don't try to learn the 'best new skills'." >> Build your own thing. >> Try to sell it. >> Fail over and over again. >> Learn what it means to adapt and iterate. >> Remove your dependency from others and hunt for your own survival. You will learn the exact skills you need, and you will learn them better than anyone else." Read that last line again. It's not motivational poetry. It's mechanics. Why This Hits Different in 2026 We're drowning in information. Every feed is packed with gurus promising the fastest path: "Learn this one prompt and print money." "Master this framework in 30 days." It's seductive. It feels safe. You can tell yourself you're progressing while staying comfortable. But comfort is the enemy of real skill. DAN KOE isn't saying education is useless. He's saying passive consumption without skin in the game creates shallow knowledge. He posted this early in the year because January is when resolutions peak and most die. People declare they're finally going to learn the hot skill of 2026. By February, the dopamine fades, and they're back to scrolling. The Real Learning Loop Nobody Talks About. 1. Build something real. Not a side project you hide in Notion. Something you intend to exchange for money. 2. Put it in front of strangers and ask for money. This is where most people freeze. "What if it flops?" It will. Multiple times. That's the point. 3. Fail publicly. The sting is your teacher. Customers ghost. Refunds hit. Each failure shows you exactly what's broken. 4. Adapt fast. Tweak. Rewrite. Repackage. Test again. Iteration isn't cute, it's survival. 5. Repeat until it works. Along the way, skills stack naturally. No course can simulate that pressure. No mentor can transfer it through words. You earn it through exposure. Some will say: "But proven paths lower risk. Why reinvent the wheel?" Fair. Copying a working model can give you a head start. But even then, you still have to execute, adapt to your audience, and survive the inevitable pivots. NOTE: "Blind copying without personal ownership usually ends in mediocrity". If this post sparked something in you, anger, excitement, defensiveness, lean into it. Pick one small thing you've been avoiding launching. Make it ugly. Make it small. But make it public and try to sell it. >> Fail. >> Adapt. >> Survive. That's how you become dangerous. Not by collecting more tutorials, but by becoming the person who no longer needs them. Inspiration from DAN KOE

C A L

44,068 次观看 • 6 个月前

CANCEL Your Weekend Plans, & Learn Claude Code Today. This Claude Code teaches more about vibe-coding in 30 mins than most tutorials do in hours. Save this, it'll change how you build forever People are building entire apps and charging clients $5,000 to $20,000 using Claude Code. This Claude Code video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumarfor daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.
35:48

CANCEL Your Weekend Plans, & Learn Claude Code Today. This Claude Code teaches more about vibe-coding in 30 mins than most tutorials do in hours. Save this, it'll change how you build forever People are building entire apps and charging clients $5,000 to $20,000 using Claude Code. This Claude Code video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumarfor daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

85,668 次观看 • 3 个月前

CANCEL Your Weekend Plans, and Learn Claude Code Today. $5,000/month. $10,000/month. $20,000/month. People are building entire apps and charging clients thousands using Claude Code. You're still Googling 'how to center a div.' While you're binge-watching a show you won't remember next week, a 19 year old with zero coding experience just built a $5,000 SaaS product in one afternoon using the tool I'm about to break down. Same laptop. Same internet. Same 24 hours. He has Claude Code. You have Netflix. That's the only difference. This YouTube video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Save this post. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude.MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumar for daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.
35:48

CANCEL Your Weekend Plans, and Learn Claude Code Today. $5,000/month. $10,000/month. $20,000/month. People are building entire apps and charging clients thousands using Claude Code. You're still Googling 'how to center a div.' While you're binge-watching a show you won't remember next week, a 19 year old with zero coding experience just built a $5,000 SaaS product in one afternoon using the tool I'm about to break down. Same laptop. Same internet. Same 24 hours. He has Claude Code. You have Netflix. That's the only difference. This YouTube video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Save this post. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude.MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumar for daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

101,579 次观看 • 4 个月前

Made $530,000 with Ai Bot that started with $313. Didn't know how to code. Now this bots run 24/7 printing money while sleeping. I've made the exact step-by-step guide to build this Claude Code Polymarket trading bot. Prompts. Code. Risk settings. Paper trading checklist. Everything from zero to running bot. It's free. For 24 hours. After that I'm charging $499 for it. To grab it right now: 1. Comment "Claude Bot" 2. Like and Retweet this post 3. Follow me Himanshu Kumar ( I can't send DMs to non-followers ) I'm DMing everyone who Complete the 3 steps. I spent hundreds of thousands hiring developers because he was too scared to learn. Then learned Claude Code. Built algorithmic trading systems. $313 → $530,000. You have the same tools available right now. And you're using them to ask ChatGPT for Instagram captions. This attached video is a goldmine. Full live walkthrough. Claude Code building actual Polymarket trading bots. From zero. Every line of code. Every decision explained. Now let me break down why everything you're doing in trading is wrong and exactly how to fix it. Save this post. You'll hate yourself if you lose it. ↓ Let's start with why you keep losing money. You already know the answer. You just won't admit it. You overtrade. Every. Single. Day. You see a candle move. You feel something. You enter. No plan. No edge. No reason. Just feelings. Then it goes against you. You feel something else. Panic. Anger. Denial. You move your stop loss. Or you didn't set one at all. "It'll come back." It doesn't come back. So you take another trade. A revenge trade. Bigger size this time. Because you need to "make it back." That one fails too. Now you're emotional. Now you're tilted. Now you're using leverage you have no business touching. 40x. 50x. 100x. On a trade you entered because a candle looked "bullish" and some guy on Twitter said "send it." You get liquidated. Close the laptop. Punch something. Tell yourself you'll be "more disciplined" tomorrow. Tomorrow comes. Same cycle. Same result. Same liquidation. You've been doing this for months. Maybe years. And you still think the problem is your strategy. The problem isn't your strategy. The problem is you. Save this post right now. What I'm about to show you is the only way to remove yourself from the equation. Follow Himanshu Kumar so you don't miss any of this. ↓ Here's what's actually killing your account. It's not the market. The market doesn't care about you. It's not your indicators. RSI works fine. MACD works fine. They all "work." It's not your timeframe. It's not your broker. It's not the "manipulation." It's four things: 1. Emotions. You hold losers because hope feels better than loss. You cut winners because fear feels stronger than greed. You size up when angry. You skip trades when scared. Your emotional state determines your position size. That's insane. And you know it's insane. But you keep doing it. 2. Overtrading. You take 15 trades a day. Maybe 5 of them had actual setups. The other 10 were boredom. Boredom trades are the most expensive hobby in human history. 3. Leverage. You use 20x-50x on trades where you're not even sure about the direction. That's not trading. That's a casino with a nicer interface. 4. Fees. You're smashing market orders. Paying spread. Paying commission. On 15 trades a day. Your broker makes more money from your account than you do. Think about that. Your broker is profitable on your account. You're not. You're the product. Not the trader. These four things are why 90% of traders lose. Not bad luck. Not the market. You. Save this post and follow Himanshu Kumar because the solution is coming next. ↓ The solution is painfully obvious. Remove yourself from the equation. Not partially. Not "I'll be more disciplined." Not "I'll journal my trades." Not "I'll meditate before trading." Completely remove yourself. Build a bot. Let the bot trade. You go live your life. The bot doesn't feel emotions. The bot doesn't overtrade. The bot doesn't use reckless leverage. The bot doesn't smash market orders and bleed fees. The bot follows the rules. Every single time. Without exception. Without "just this once." Without "I have a feeling about this one." Rules in. Execution out. No human in the middle to mess everything up. That's algorithmic trading. And before your ego jumps in with "but I'm different, I have discipline" — No you don't. Your account balance proves you don't. If you had discipline, your account would be green. It's not. So you don't. Accept it. Automate it. Move on. This is the hardest truth in trading. Your discipline will always fail. A bot's won't. Save this post. Follow Himanshu Kumar for the exact bot setup that removes your emotions permanently. ↓ "But I don't know how to code." Neither did he. The guy in this video didn't know how to code for most of his life. Got held back in 7th grade. People counted him out early. Spent years building apps and SaaS businesses without writing a single line of code. Hired developers on Upwork instead. Spent hundreds of thousands of dollars paying other people to build what he could have built himself. Because he was scared to learn. That fear cost him years. And hundreds of thousands of dollars. Sound familiar? You're doing the same thing right now. Not with developers. But with your time. You're spending thousands of hours trading manually because you're scared to learn the thing that would make trading automatic. The fear of learning to code is costing you more than any bad trade ever did. Because every month you trade manually is a month of emotional decisions, overleveraged entries, and unnecessary losses that a bot would never make. And here's the thing that should really frustrate you: AI does the hard parts now. You don't need a computer science degree. You don't need to work at a hedge fund. You don't need to be "good at math." Claude Code writes the code for you. You just need to think clearly about trading ideas. That's it. If you can describe a strategy in English, Claude can build it in Python. "I don't know how to code" stopped being a valid excuse in 2024. It's 2026. You're 2 years late on that excuse. Find a new one. Or stop making excuses entirely. Save this post. Follow Himanshu Kumar because I'm showing you how people with zero coding experience are building profitable bots. ↓ The process that actually makes money. Three letters. R. B. I. Research. Backtest. Implement. That's it. That's the entire process. Every single day. Research: Find an idea. A pattern. A market inefficiency. Don't trade it yet. Don't even think about trading it yet. Just research it. Backtest: Test the idea against historical data. Does it work? Not "does it look good on one chart." Does it work across thousands of trades? Across different market conditions? Across in-sample AND out-of-sample data? If no, kill it. Find another idea. If yes, move to step 3. Implement: Build the bot. Deploy it. Paper trade first. Then live with small size. Scale only on evidence. Research. Backtest. Implement. Every day. No exceptions. You know what your current process is? Feel. Enter. Pray. F. E. P. Feel bullish. Enter a trade. Pray it works. That's not a process. That's gambling with a TradingView subscription. RBI is the only process that works. Save this post. Tattoo it on your forearm. Follow Himanshu Kumar for daily RBI breakdowns. ↓ What Claude Code actually does that your manual process can't. You can maybe test 3-5 strategy ideas per week. Manually adjusting parameters. Manually checking results. Manually writing code (badly). Claude Code tests 50-100 ideas per week. With parallel agents running simultaneously. Multiple strategies being built, tested, and validated at the same time. While you sleep. The guy in this video spends 4-8 hours a day building systems with Claude Code. Not trading. Building. Research. Backtest. Implement. Then iterate. Improve. Optimize. Every day the systems get better. Every day the edge compounds. Every day the bots get smarter. While you? You spend 4-8 hours a day staring at charts making the same mistakes you made last month. Same indicators. Same patterns. Same entries. Same losses. He's iterating forward. You're running in circles. Same 8 hours per day. Completely different outcomes. Because he's building systems. And you're feeding a casino. Stop feeding the casino. Start building the machine. Save this post and follow Himanshu Kumar for the Claude Code workflow that iterates strategies while you sleep. ↓ Jim Simons. That's the benchmark. You probably don't know who Jim Simons is. And that tells me everything about how seriously you take trading. Jim Simons. Mathematician. Founded Renaissance Technologies. Built a net worth of $31 billion. 100% from algorithmic trading. Not one single manual trade. Not one "gut feeling" entry. Not one RSI divergence. Not one "smart money concept." Algorithms. Bots. Systems. Data. $31 billion. His fund averaged 66% annual returns for over 30 years. While you're excited about making $200 on a trade that you'll give back tomorrow. The best trader in human history never placed a manual trade in his life. And you think your edge is staring at a 5-minute chart with bloodshot eyes at 2 AM? Your edge is building the system. Not being inside it. Jim Simons is the benchmark. Everything else is noise. Save this post. Follow Himanshu Kumar because I'm building toward the same goal and showing every step publicly. ↓ What you need to understand about patience. This is not get-rich-overnight. The guy in this video says it directly: "This channel is not for people looking to get rich overnight. It's not plug and play. There are no shortcuts. If you're impatient, this probably isn't for you." And that's exactly why most people will fail at this. Because you want results now. Today. This trade. You don't want to spend a week building a bot. You don't want to paper trade for 2 weeks. You don't want to test 50 ideas to find 1 that works. You want to copy someone's bot, run it live with your rent money, and be rich by Friday. That's why you'll be broke by Friday. The guy making $2.3M spent months iterating. Testing. Failing. Rebuilding. Testing again. He was patient when you would have quit. He was calm when you would have panicked. He was consistent when you would have given up. Patience isn't just a virtue in trading. It's the only virtue. Without it, everything else fails. Impatience is the most expensive personality trait in trading. Save this post. Follow Himanshu Kumar and learn to build systems with the patience that actually pays. ↓ The live streams where the real learning happens. The YouTube video is the trailer. The live streams are the movie. Real-time bot building. Real-time questions answered. Real code shown. Real mistakes made and fixed. Not polished highlight reels where everything works perfectly. Actual development. Where things break. Where strategies fail. Where code doesn't compile. Where the fix takes 2 hours. Because that's what real development looks like. And seeing the messy parts is more valuable than any polished tutorial. Because when your bot breaks at 3 AM, you need to know how to fix it. Not just how to celebrate when it works. The streams mix beginner and advanced. Start with how to automate trading. How to use AI for code generation. Then dive into the daily work. Claude Code. Parallel agents. Constant iteration. Live debugging. 4-8 hours of real algorithmic trading development. Live. Uncut. No filter. Most "trading education" shows you the wins. This shows you the work. Save this post. Follow Himanshu Kumar for the stream schedules and breakdowns. ↓ The belief that changes everything. Code is the greatest equalizer. Not money. Not connections. Not a degree. Not where you grew up. Not what school you went to. Code. Once you can build systems, you can build anything. For the rest of your life. A trading bot today. A SaaS product tomorrow. An automation business next month. A completely different life next year. The skill isn't "algorithmic trading." The skill is building systems. And that skill transfers to everything. The guy who can build a trading bot can also build a lead gen tool. Can also build a content pipeline. Can also build a SaaS product. Can also build literally anything that runs on logic and code. One skill. Infinite applications. And AI makes learning it 100x easier than it was 5 years ago. You don't need to be smart. You don't need talent. You need Claude Code and the willingness to sit down and build something instead of consuming content about building something. Building is the skill. Everything else is entertainment disguised as education. Save this post. Follow Himanshu Kumar because I'm showing you how to build, not just how to watch. ↓ If any of this applies to you, pay attention. If you've lost money from overtrading. If you've been liquidated. If you know trading is the vehicle but manual execution keeps crashing you. If you've tried "being more disciplined" and it never lasted more than a week. If you keep saying "next month I'll start automating." If you've spent more money on courses than you've made from trading. There is a better way. It's not a magic indicator. It's not a signal group. It's not a $997 mentorship from a guy who makes money teaching, not trading. It's building your own system. A system that trades without emotion. A system that follows rules without exception. A system that runs while you sleep. A system that compounds while you live your life. That's the answer. It's always been the answer. You've just been too scared to accept that the solution requires building something instead of buying something. ↓ What the next 30 days look like if you actually commit. Week 1: Watch the video. Learn Claude Code basics. Build your first simple strategy. Run your first backtest. Week 2: Iterate. Let Claude improve the strategy. Run Monte Carlo validation. Paper trade. Week 3: Go live with $50-100. Tiny positions. Watch every trade. Compare to paper results. Week 4: Scale based on evidence. Not based on excitement. Not based on one good day. Based on data. 30 days from now you either have a running bot that trades without your emotions destroying every position. Or you're exactly where you are right now. Reading another post. Making another promise. Breaking it by Tuesday. Same 30 days either way. Different actions. Different results. Different life. ↓ Full video tutorial attached. Live bot building with Claude Code. From zero to running Polymarket trading bot. Every line of code. Every decision explained. The video is free. Claude Code is available now. The market is open 24/7. The only thing standing between you and a profitable trading bot is the same thing that's been standing there for months. You. Get out of your own way. Follow Himanshu Kumar for daily AI trading bot breakdowns, live build sessions, and the full RBI process. Save this post. Watch the video. Build the bot. Or keep trading manually and keep losing. The choice has never been easier. And you've never been more stubborn about making the wrong one.
18:53

Made $530,000 with Ai Bot that started with $313. Didn't know how to code. Now this bots run 24/7 printing money while sleeping. I've made the exact step-by-step guide to build this Claude Code Polymarket trading bot. Prompts. Code. Risk settings. Paper trading checklist. Everything from zero to running bot. It's free. For 24 hours. After that I'm charging $499 for it. To grab it right now: 1. Comment "Claude Bot" 2. Like and Retweet this post 3. Follow me Himanshu Kumar ( I can't send DMs to non-followers ) I'm DMing everyone who Complete the 3 steps. I spent hundreds of thousands hiring developers because he was too scared to learn. Then learned Claude Code. Built algorithmic trading systems. $313 → $530,000. You have the same tools available right now. And you're using them to ask ChatGPT for Instagram captions. This attached video is a goldmine. Full live walkthrough. Claude Code building actual Polymarket trading bots. From zero. Every line of code. Every decision explained. Now let me break down why everything you're doing in trading is wrong and exactly how to fix it. Save this post. You'll hate yourself if you lose it. ↓ Let's start with why you keep losing money. You already know the answer. You just won't admit it. You overtrade. Every. Single. Day. You see a candle move. You feel something. You enter. No plan. No edge. No reason. Just feelings. Then it goes against you. You feel something else. Panic. Anger. Denial. You move your stop loss. Or you didn't set one at all. "It'll come back." It doesn't come back. So you take another trade. A revenge trade. Bigger size this time. Because you need to "make it back." That one fails too. Now you're emotional. Now you're tilted. Now you're using leverage you have no business touching. 40x. 50x. 100x. On a trade you entered because a candle looked "bullish" and some guy on Twitter said "send it." You get liquidated. Close the laptop. Punch something. Tell yourself you'll be "more disciplined" tomorrow. Tomorrow comes. Same cycle. Same result. Same liquidation. You've been doing this for months. Maybe years. And you still think the problem is your strategy. The problem isn't your strategy. The problem is you. Save this post right now. What I'm about to show you is the only way to remove yourself from the equation. Follow Himanshu Kumar so you don't miss any of this. ↓ Here's what's actually killing your account. It's not the market. The market doesn't care about you. It's not your indicators. RSI works fine. MACD works fine. They all "work." It's not your timeframe. It's not your broker. It's not the "manipulation." It's four things: 1. Emotions. You hold losers because hope feels better than loss. You cut winners because fear feels stronger than greed. You size up when angry. You skip trades when scared. Your emotional state determines your position size. That's insane. And you know it's insane. But you keep doing it. 2. Overtrading. You take 15 trades a day. Maybe 5 of them had actual setups. The other 10 were boredom. Boredom trades are the most expensive hobby in human history. 3. Leverage. You use 20x-50x on trades where you're not even sure about the direction. That's not trading. That's a casino with a nicer interface. 4. Fees. You're smashing market orders. Paying spread. Paying commission. On 15 trades a day. Your broker makes more money from your account than you do. Think about that. Your broker is profitable on your account. You're not. You're the product. Not the trader. These four things are why 90% of traders lose. Not bad luck. Not the market. You. Save this post and follow Himanshu Kumar because the solution is coming next. ↓ The solution is painfully obvious. Remove yourself from the equation. Not partially. Not "I'll be more disciplined." Not "I'll journal my trades." Not "I'll meditate before trading." Completely remove yourself. Build a bot. Let the bot trade. You go live your life. The bot doesn't feel emotions. The bot doesn't overtrade. The bot doesn't use reckless leverage. The bot doesn't smash market orders and bleed fees. The bot follows the rules. Every single time. Without exception. Without "just this once." Without "I have a feeling about this one." Rules in. Execution out. No human in the middle to mess everything up. That's algorithmic trading. And before your ego jumps in with "but I'm different, I have discipline" — No you don't. Your account balance proves you don't. If you had discipline, your account would be green. It's not. So you don't. Accept it. Automate it. Move on. This is the hardest truth in trading. Your discipline will always fail. A bot's won't. Save this post. Follow Himanshu Kumar for the exact bot setup that removes your emotions permanently. ↓ "But I don't know how to code." Neither did he. The guy in this video didn't know how to code for most of his life. Got held back in 7th grade. People counted him out early. Spent years building apps and SaaS businesses without writing a single line of code. Hired developers on Upwork instead. Spent hundreds of thousands of dollars paying other people to build what he could have built himself. Because he was scared to learn. That fear cost him years. And hundreds of thousands of dollars. Sound familiar? You're doing the same thing right now. Not with developers. But with your time. You're spending thousands of hours trading manually because you're scared to learn the thing that would make trading automatic. The fear of learning to code is costing you more than any bad trade ever did. Because every month you trade manually is a month of emotional decisions, overleveraged entries, and unnecessary losses that a bot would never make. And here's the thing that should really frustrate you: AI does the hard parts now. You don't need a computer science degree. You don't need to work at a hedge fund. You don't need to be "good at math." Claude Code writes the code for you. You just need to think clearly about trading ideas. That's it. If you can describe a strategy in English, Claude can build it in Python. "I don't know how to code" stopped being a valid excuse in 2024. It's 2026. You're 2 years late on that excuse. Find a new one. Or stop making excuses entirely. Save this post. Follow Himanshu Kumar because I'm showing you how people with zero coding experience are building profitable bots. ↓ The process that actually makes money. Three letters. R. B. I. Research. Backtest. Implement. That's it. That's the entire process. Every single day. Research: Find an idea. A pattern. A market inefficiency. Don't trade it yet. Don't even think about trading it yet. Just research it. Backtest: Test the idea against historical data. Does it work? Not "does it look good on one chart." Does it work across thousands of trades? Across different market conditions? Across in-sample AND out-of-sample data? If no, kill it. Find another idea. If yes, move to step 3. Implement: Build the bot. Deploy it. Paper trade first. Then live with small size. Scale only on evidence. Research. Backtest. Implement. Every day. No exceptions. You know what your current process is? Feel. Enter. Pray. F. E. P. Feel bullish. Enter a trade. Pray it works. That's not a process. That's gambling with a TradingView subscription. RBI is the only process that works. Save this post. Tattoo it on your forearm. Follow Himanshu Kumar for daily RBI breakdowns. ↓ What Claude Code actually does that your manual process can't. You can maybe test 3-5 strategy ideas per week. Manually adjusting parameters. Manually checking results. Manually writing code (badly). Claude Code tests 50-100 ideas per week. With parallel agents running simultaneously. Multiple strategies being built, tested, and validated at the same time. While you sleep. The guy in this video spends 4-8 hours a day building systems with Claude Code. Not trading. Building. Research. Backtest. Implement. Then iterate. Improve. Optimize. Every day the systems get better. Every day the edge compounds. Every day the bots get smarter. While you? You spend 4-8 hours a day staring at charts making the same mistakes you made last month. Same indicators. Same patterns. Same entries. Same losses. He's iterating forward. You're running in circles. Same 8 hours per day. Completely different outcomes. Because he's building systems. And you're feeding a casino. Stop feeding the casino. Start building the machine. Save this post and follow Himanshu Kumar for the Claude Code workflow that iterates strategies while you sleep. ↓ Jim Simons. That's the benchmark. You probably don't know who Jim Simons is. And that tells me everything about how seriously you take trading. Jim Simons. Mathematician. Founded Renaissance Technologies. Built a net worth of $31 billion. 100% from algorithmic trading. Not one single manual trade. Not one "gut feeling" entry. Not one RSI divergence. Not one "smart money concept." Algorithms. Bots. Systems. Data. $31 billion. His fund averaged 66% annual returns for over 30 years. While you're excited about making $200 on a trade that you'll give back tomorrow. The best trader in human history never placed a manual trade in his life. And you think your edge is staring at a 5-minute chart with bloodshot eyes at 2 AM? Your edge is building the system. Not being inside it. Jim Simons is the benchmark. Everything else is noise. Save this post. Follow Himanshu Kumar because I'm building toward the same goal and showing every step publicly. ↓ What you need to understand about patience. This is not get-rich-overnight. The guy in this video says it directly: "This channel is not for people looking to get rich overnight. It's not plug and play. There are no shortcuts. If you're impatient, this probably isn't for you." And that's exactly why most people will fail at this. Because you want results now. Today. This trade. You don't want to spend a week building a bot. You don't want to paper trade for 2 weeks. You don't want to test 50 ideas to find 1 that works. You want to copy someone's bot, run it live with your rent money, and be rich by Friday. That's why you'll be broke by Friday. The guy making $2.3M spent months iterating. Testing. Failing. Rebuilding. Testing again. He was patient when you would have quit. He was calm when you would have panicked. He was consistent when you would have given up. Patience isn't just a virtue in trading. It's the only virtue. Without it, everything else fails. Impatience is the most expensive personality trait in trading. Save this post. Follow Himanshu Kumar and learn to build systems with the patience that actually pays. ↓ The live streams where the real learning happens. The YouTube video is the trailer. The live streams are the movie. Real-time bot building. Real-time questions answered. Real code shown. Real mistakes made and fixed. Not polished highlight reels where everything works perfectly. Actual development. Where things break. Where strategies fail. Where code doesn't compile. Where the fix takes 2 hours. Because that's what real development looks like. And seeing the messy parts is more valuable than any polished tutorial. Because when your bot breaks at 3 AM, you need to know how to fix it. Not just how to celebrate when it works. The streams mix beginner and advanced. Start with how to automate trading. How to use AI for code generation. Then dive into the daily work. Claude Code. Parallel agents. Constant iteration. Live debugging. 4-8 hours of real algorithmic trading development. Live. Uncut. No filter. Most "trading education" shows you the wins. This shows you the work. Save this post. Follow Himanshu Kumar for the stream schedules and breakdowns. ↓ The belief that changes everything. Code is the greatest equalizer. Not money. Not connections. Not a degree. Not where you grew up. Not what school you went to. Code. Once you can build systems, you can build anything. For the rest of your life. A trading bot today. A SaaS product tomorrow. An automation business next month. A completely different life next year. The skill isn't "algorithmic trading." The skill is building systems. And that skill transfers to everything. The guy who can build a trading bot can also build a lead gen tool. Can also build a content pipeline. Can also build a SaaS product. Can also build literally anything that runs on logic and code. One skill. Infinite applications. And AI makes learning it 100x easier than it was 5 years ago. You don't need to be smart. You don't need talent. You need Claude Code and the willingness to sit down and build something instead of consuming content about building something. Building is the skill. Everything else is entertainment disguised as education. Save this post. Follow Himanshu Kumar because I'm showing you how to build, not just how to watch. ↓ If any of this applies to you, pay attention. If you've lost money from overtrading. If you've been liquidated. If you know trading is the vehicle but manual execution keeps crashing you. If you've tried "being more disciplined" and it never lasted more than a week. If you keep saying "next month I'll start automating." If you've spent more money on courses than you've made from trading. There is a better way. It's not a magic indicator. It's not a signal group. It's not a $997 mentorship from a guy who makes money teaching, not trading. It's building your own system. A system that trades without emotion. A system that follows rules without exception. A system that runs while you sleep. A system that compounds while you live your life. That's the answer. It's always been the answer. You've just been too scared to accept that the solution requires building something instead of buying something. ↓ What the next 30 days look like if you actually commit. Week 1: Watch the video. Learn Claude Code basics. Build your first simple strategy. Run your first backtest. Week 2: Iterate. Let Claude improve the strategy. Run Monte Carlo validation. Paper trade. Week 3: Go live with $50-100. Tiny positions. Watch every trade. Compare to paper results. Week 4: Scale based on evidence. Not based on excitement. Not based on one good day. Based on data. 30 days from now you either have a running bot that trades without your emotions destroying every position. Or you're exactly where you are right now. Reading another post. Making another promise. Breaking it by Tuesday. Same 30 days either way. Different actions. Different results. Different life. ↓ Full video tutorial attached. Live bot building with Claude Code. From zero to running Polymarket trading bot. Every line of code. Every decision explained. The video is free. Claude Code is available now. The market is open 24/7. The only thing standing between you and a profitable trading bot is the same thing that's been standing there for months. You. Get out of your own way. Follow Himanshu Kumar for daily AI trading bot breakdowns, live build sessions, and the full RBI process. Save this post. Watch the video. Build the bot. Or keep trading manually and keep losing. The choice has never been easier. And you've never been more stubborn about making the wrong one.

Himanshu Kumar

37,548 次观看 • 4 个月前

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!
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$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

84,951 次观看 • 1 个月前

QUESTION: What is the relationship between section 91(2)—the term limit provision—and section 95(2)—the term length provision in the Constitution of Zimbabwe (2013)? ANSWER: Section 91(2) is the term-limit provision. It regulates the President’s tenure by limiting the length of time that he or she may hold or occupy the Presidency as a public officer to a maximum of two terms—whether consecutive or not—where three or more years’ service is deemed a full term. By contrast, section 95(2) is the term-length provision. It regulates the electoral cycle of the Presidency as an office or institution by defining a single term as five years (now proposed to be seven years under Clause 4 of the Constitution of Zimbabwe (Amendment No. 3) H.B. 1 Bill, 2026). The relationship between sections 91(2) and 95(2) is therefore as clear and straightforward as that between a truck driver and a 500 km highway: section 91(2) limits the driver, while section 95(2) defines the length of the highway. Section 91(2) caps the time any individual may occupy the Presidency; section 95(2) sets the institutional length or duration of each presidential term or electoral cycle. This distinction matters because a persistent misconception claims that section 91(2) is not the presidential term-limit provision but merely a qualification rule for election as President, asserts that section 95(2) is the actual term-limit clause. Many who advance this incorrect view rely on one sentence in the obiter dictum by Patel JCC at paragraph 50 of the precedent-setting judgment in Marx Mupungu v Minister of Justice, Legal and Parliamentary Affairs & 6 Ors (CCZ 7/21, 2021) [see: which includes section 95(2) among examples of term-limit provisions. That misconception overlooks a fundamental constitutional imperative: a presidential term-limit provision is, by definition, a disqualifier for election as President. Term limits on presidents are necessarily about elections. They limit qualification for election. Where there is no presidential term limit, re-election is unlimited. In a recent discussion with D. Tinashé Hofisi on 23 April 2026 [ on the Constitution of Zimbabwe (Amendment No. 3) Bill hosted by The Southern African Times, I explained the relationship between the two sections. Below is the verbatim text of the attached clip extracted from the discussion addressing the import of section 91(2) and its relationship with section 95(2): ME: “It’s a clear term limit provision; is similar to term limit provisions in other jurisdictions that are comparable to Zimbabwe. And when you say it doesn’t have time, it doesn’t make reference to time, I’m at a loss as to what that means, and where that is coming from, with respect to Dr Hofisi, because it says a person is disqualified for election as President or appointment as Vice President if he or she has already held office as President under this constitution for two terms. This is the only section which tells us how many terms a President is limited to. Section 95 doesn’t even tell us that he’s limited to one term. There’s no limit. This one limits the President to two terms. And the two terms, the last time I checked, was a reference to time. And in this case, the section doesn’t leave us doubting or not knowing what a term is or what sort of time a term is. Because it continues to say these two terms are counted whether they follow each other or not. But most significantly, for the purpose of the limit on the President, the term limit on the President, which is provided in this section: three or more years. That’s time. You said there’s no time here. Three years is time. The length of time is three years minimum, and the maximum is more. It’s not defined here. It’s three or more years. It’s more because that is subject to what the relevant law about electoral cycles says is the electoral cycle of the institution that the President occupies”. [verbatim text of clip from The 500 km Highway Metaphor: Distinguishing Sections 91(2) and 95(2) of the Constitution To clearly understand the relationship between sections 91(2) and 95(2), imagine the Presidency as a magnificent 500-kilometre highway built and maintained by section 95(2) of the Constitution. This provision creates the presidential highway itself: it defines the office of the President as a permanent public institution and sets the exact length of each single term — currently five years, now proposed under the Bill to be seven years. It establishes a structured, recurring electoral cycle that belongs to the people of Zimbabwe, ensuring regular, orderly renewal of leadership. Without section 95(2), there would be no defined road — only an open plain of indefinite power. Section 91(2) governs the individual truck driver on that highway. It imposes an absolute lifetime limit: no person may complete more than two full trips along this 500 km highway, whether those trips are taken back-to-back or years apart. Any segment of 300 kilometres or more — that is, three or more years in office — counts as one complete trip. There are no partial credits or exceptions. After two full trips, the driver is permanently disqualified from driving on that highway, again. The distinction is sharp and deliberate: Section 95(2) builds the highway and determines the length of each journey. Section 91(2) limits how many times any single individual is permitted to travel it. One structures the office; the other limits the person who occupies it. Together, they form the Constitution’s twin safeguards — working in perfect harmony to keep power temporary, accountable, and subordinate to the will of the people. To conflate their distinct roles is to weaken these vital safeguards and to invite the very tyranny the Constitution was written to prevent. The Profound and Protective Meaning of “Three or More Years” in Section 91(2) of the Constitution At the heart of section 91(2) lies one of the Constitution’s most brilliant safeguards: “for the purpose of this subsection, three or more years’ service is deemed to be a full term.” The word “more” is no mere drafting flourish—it is deliberate constitutional genius. It declares that section 91(2), as the personal lifetime term-limit provision, imposes no rigid numerical ceiling. Subject to what is reasonable and justifiable in a constitutional democracy under section 95(2), service of four years, five years, six years, seven years, or even longer—once it exceeds the three-year threshold—is unequivocally deemed a complete term for the purpose of lifetime disqualification. This flexibility is not a loophole; it is a wise design that refuses to let the term-limit clause under section 91(2) become brittle or easily evaded. This open-ended “more” is anchored in section 91(2)’s harmonious relationship with section 95(2)(b), which defines the official electoral cycle of the Presidency as a permanent public institution whose five-year lifespan is inextricably intertwined with that of Parliament. Section 91(2) places an iron-clad personal disqualification on the individual; section 95(2) defines the dimensions of the highway itself. Crucially, section 95(2) is not a term-limit provision under subsections (1) and (7) of section 328. Unlike the referendum-protected personal term limit in section 91(2), it may be amended by Parliament under section 328(5) without a national referendum. This distinction is no accident; it is constitutional wisdom. It allows the institutional framework of the Presidency to evolve with the nation’s needs while the unbreakable personal lifetime bar on any single individual remains forever sacrosanct. All told, sections 91(2) and 95(2) differ in character and purpose—one limits the President, the other structures the public office or institution of the Presidency—yet they stand together as the Constitution’s twin guardians. This elegant complementarity keeps presidential power temporary, accountable, and forever subordinate to the sovereign will of the people through the institution or office of the Presidency. To respect and defend this relationship is to honour the very soul of the Constitution: ensuring that no individual can ever turn the highway into their driveway—turning the public office into a personal fiefdom—and that the highway of governance remains open, regularly renewed, and eternally in faithful service to the people of Zimbabwe. This is the promise the Constitution makes!
2:09

QUESTION: What is the relationship between section 91(2)—the term limit provision—and section 95(2)—the term length provision in the Constitution of Zimbabwe (2013)? ANSWER: Section 91(2) is the term-limit provision. It regulates the President’s tenure by limiting the length of time that he or she may hold or occupy the Presidency as a public officer to a maximum of two terms—whether consecutive or not—where three or more years’ service is deemed a full term. By contrast, section 95(2) is the term-length provision. It regulates the electoral cycle of the Presidency as an office or institution by defining a single term as five years (now proposed to be seven years under Clause 4 of the Constitution of Zimbabwe (Amendment No. 3) H.B. 1 Bill, 2026). The relationship between sections 91(2) and 95(2) is therefore as clear and straightforward as that between a truck driver and a 500 km highway: section 91(2) limits the driver, while section 95(2) defines the length of the highway. Section 91(2) caps the time any individual may occupy the Presidency; section 95(2) sets the institutional length or duration of each presidential term or electoral cycle. This distinction matters because a persistent misconception claims that section 91(2) is not the presidential term-limit provision but merely a qualification rule for election as President, asserts that section 95(2) is the actual term-limit clause. Many who advance this incorrect view rely on one sentence in the obiter dictum by Patel JCC at paragraph 50 of the precedent-setting judgment in Marx Mupungu v Minister of Justice, Legal and Parliamentary Affairs & 6 Ors (CCZ 7/21, 2021) [see: which includes section 95(2) among examples of term-limit provisions. That misconception overlooks a fundamental constitutional imperative: a presidential term-limit provision is, by definition, a disqualifier for election as President. Term limits on presidents are necessarily about elections. They limit qualification for election. Where there is no presidential term limit, re-election is unlimited. In a recent discussion with D. Tinashé Hofisi on 23 April 2026 [ on the Constitution of Zimbabwe (Amendment No. 3) Bill hosted by The Southern African Times, I explained the relationship between the two sections. Below is the verbatim text of the attached clip extracted from the discussion addressing the import of section 91(2) and its relationship with section 95(2): ME: “It’s a clear term limit provision; is similar to term limit provisions in other jurisdictions that are comparable to Zimbabwe. And when you say it doesn’t have time, it doesn’t make reference to time, I’m at a loss as to what that means, and where that is coming from, with respect to Dr Hofisi, because it says a person is disqualified for election as President or appointment as Vice President if he or she has already held office as President under this constitution for two terms. This is the only section which tells us how many terms a President is limited to. Section 95 doesn’t even tell us that he’s limited to one term. There’s no limit. This one limits the President to two terms. And the two terms, the last time I checked, was a reference to time. And in this case, the section doesn’t leave us doubting or not knowing what a term is or what sort of time a term is. Because it continues to say these two terms are counted whether they follow each other or not. But most significantly, for the purpose of the limit on the President, the term limit on the President, which is provided in this section: three or more years. That’s time. You said there’s no time here. Three years is time. The length of time is three years minimum, and the maximum is more. It’s not defined here. It’s three or more years. It’s more because that is subject to what the relevant law about electoral cycles says is the electoral cycle of the institution that the President occupies”. [verbatim text of clip from The 500 km Highway Metaphor: Distinguishing Sections 91(2) and 95(2) of the Constitution To clearly understand the relationship between sections 91(2) and 95(2), imagine the Presidency as a magnificent 500-kilometre highway built and maintained by section 95(2) of the Constitution. This provision creates the presidential highway itself: it defines the office of the President as a permanent public institution and sets the exact length of each single term — currently five years, now proposed under the Bill to be seven years. It establishes a structured, recurring electoral cycle that belongs to the people of Zimbabwe, ensuring regular, orderly renewal of leadership. Without section 95(2), there would be no defined road — only an open plain of indefinite power. Section 91(2) governs the individual truck driver on that highway. It imposes an absolute lifetime limit: no person may complete more than two full trips along this 500 km highway, whether those trips are taken back-to-back or years apart. Any segment of 300 kilometres or more — that is, three or more years in office — counts as one complete trip. There are no partial credits or exceptions. After two full trips, the driver is permanently disqualified from driving on that highway, again. The distinction is sharp and deliberate: Section 95(2) builds the highway and determines the length of each journey. Section 91(2) limits how many times any single individual is permitted to travel it. One structures the office; the other limits the person who occupies it. Together, they form the Constitution’s twin safeguards — working in perfect harmony to keep power temporary, accountable, and subordinate to the will of the people. To conflate their distinct roles is to weaken these vital safeguards and to invite the very tyranny the Constitution was written to prevent. The Profound and Protective Meaning of “Three or More Years” in Section 91(2) of the Constitution At the heart of section 91(2) lies one of the Constitution’s most brilliant safeguards: “for the purpose of this subsection, three or more years’ service is deemed to be a full term.” The word “more” is no mere drafting flourish—it is deliberate constitutional genius. It declares that section 91(2), as the personal lifetime term-limit provision, imposes no rigid numerical ceiling. Subject to what is reasonable and justifiable in a constitutional democracy under section 95(2), service of four years, five years, six years, seven years, or even longer—once it exceeds the three-year threshold—is unequivocally deemed a complete term for the purpose of lifetime disqualification. This flexibility is not a loophole; it is a wise design that refuses to let the term-limit clause under section 91(2) become brittle or easily evaded. This open-ended “more” is anchored in section 91(2)’s harmonious relationship with section 95(2)(b), which defines the official electoral cycle of the Presidency as a permanent public institution whose five-year lifespan is inextricably intertwined with that of Parliament. Section 91(2) places an iron-clad personal disqualification on the individual; section 95(2) defines the dimensions of the highway itself. Crucially, section 95(2) is not a term-limit provision under subsections (1) and (7) of section 328. Unlike the referendum-protected personal term limit in section 91(2), it may be amended by Parliament under section 328(5) without a national referendum. This distinction is no accident; it is constitutional wisdom. It allows the institutional framework of the Presidency to evolve with the nation’s needs while the unbreakable personal lifetime bar on any single individual remains forever sacrosanct. All told, sections 91(2) and 95(2) differ in character and purpose—one limits the President, the other structures the public office or institution of the Presidency—yet they stand together as the Constitution’s twin guardians. This elegant complementarity keeps presidential power temporary, accountable, and forever subordinate to the sovereign will of the people through the institution or office of the Presidency. To respect and defend this relationship is to honour the very soul of the Constitution: ensuring that no individual can ever turn the highway into their driveway—turning the public office into a personal fiefdom—and that the highway of governance remains open, regularly renewed, and eternally in faithful service to the people of Zimbabwe. This is the promise the Constitution makes!

Prof Jonathan Moyo

12,834 次观看 • 3 个月前

Tension and uncertainty among Russians are growing. In the spring of 2026, Russian polling agencies recorded a noticeable decline in several key indicators: approval of Putin's performance, trust in him, and the overall emotional mood. The most intriguing point was the closure of Russian Public Opinion Research Center’s (VCIOM) open trust rating: when respondents are asked to name politicians they trust without being prompted with names. In March 2026, this indicator for Putin fell to 29.5% - the lowest level since the start of the full-scale war. After that, VCIOM did not publish the figures for April and May. The gap between the open trust rating (29.5%) and the closed trust rating (72-73%) is roughly 1:2.5. It reflects the distance between Putin's actual political weight and the ritual of loyalty to the "tsar." The reason is simple: Russians do not want a loser president. Putin's ratings were sustained not simply by war, but by the prospect of a victorious war. He traded Russia's development and prosperity for greatness, but now Russians see neither greatness nor prosperity. Let’s take a closer look at what is happening within Russian society. First, most Russians continue to support the war. This is illustrated by Levada Center's May data. Support for the actions of the Russian army, which had been declining since the end of last year, suddenly rebounded by six points in May, reaching 74%. At the same time, the share of those favoring peace negotiations, which had remained at around two-thirds since December, has been slowly shrinking for three consecutive months - down seven points, to six out of ten. Meanwhile, the camp supporting the continuation of military operations has grown to 30%. The main motive among supporters of peace has not changed: "too many casualties and heavy losses." What happened? Television stopped talking about peace negotiations. As long as negotiations seemed realistic, peace appeared to be a way out. Once they collapsed, part of Russian society obediently switched back to supporting the war. This is conformism. Russians do not want peace or war - they want to be on the side of the winner. The demand for negotiations was, in fact, a demand for a victorious peace. Since no victorious peace was granted, they have taken back the war. However, there is a dangerous trap here for the Kremlin: Russians agree to war, but not to a war without victory. They agree to anything except a compromise that would be perceived as defeat. This is dangerous for the Kremlin because it calls into question the legitimacy of the entire system of power - and Putin above all - if Russian society is no longer given proof of greatness and victory. Putin is doomed to constant escalation. The situation is further complicated by public fatigue and rising anxiety among Russians. The state of the Russian economy is deteriorating, while the defense sector is no longer able to offset the decline in the civilian economy. This is especially noticeable in the regions. By the end of 2025, the deficit of consolidated regional budgets had reached a record 1.48 trillion rubles ($20.56 billion) - 3.6 times more than a year earlier. Seventy-four regions, including Moscow and the oil and gas districts, ended up in deficit. The first months of 2026 did not reverse the trend: industry is stagnating, construction is shrinking, corporate profits are falling, and debt burdens are increasing. The accompanying symptoms include a sharp rise in wage arrears, large-scale revisions of regional budgets for 2026 involving spending cuts, primarily social, as well as a hidden employment crisis - where there is no work, but employees are not laid off; instead, they are shifted to reduced working weeks and unpaid leave. Official unemployment statistics barely reflect this. Yet since December 2025, part-time employment has been rising at large and medium-sized enterprises: 4.6 million out of 33 million workers. The map of Russian society’s concerns, which the Levada Center publishes annually, looks telling in May 2026. At the top - for twenty years in a row - is rising prices: 55%. The "special military operation" and related issues worry 35%. And then comes the most interesting part - the destruction of a comfortable life and the feeling of war at home have become additional drivers of tension: fear of explosions and terrorist attacks has jumped by 8 points since November - to 27%. One in five (22%) cites internet restrictions and the blocking of social media as among the most pressing issues - on the list of problems, the digital blockade now ranks alongside poverty and lack of access to healthcare (both at 19%). The state has managed to turn a disabled messenger app into a social problem on the level of poverty. That takes some doing. Many Western observers have been inspired by rumors of elite dissatisfaction in Russia. Indeed, Moscow's economic circles have seen unusually open criticism of the government from parts of the financial elite. However, I suggest we avoid wishful thinking: no direct scenario of a political crisis emerges from this data. The most realistic scenario is the continuation of the war, coupled with a search for political doping: events that can be sold to society as victories, as proof that Russia is moving in the right direction. The problem is that the bar has risen - what would have been considered a triumph a year ago would now look like capitulation. Therefore, stronger doses of doping will be required: escalation in Ukraine aimed at maximizing destruction, a military adventure somewhere in Europe, new strikes, nuclear signaling, or provocations against the West. The ground has already been prepared: 54% of Russians believe that the war in Ukraine could escalate into an armed conflict with NATO - half the population is living in anticipation of a major war. The Kremlin’s logic is as old as time: unite through fear. Putin may also be saved by an "unexpected event" - a black swan, as has already happened when the U.S. started a war with Iran. Here, it’s not even necessary to do anything: it’s enough to interpret it skillfully. A U.S. defeat or stalemate in the war with Iran could be presented as a victory of Russia and its allies over America - because in the minds of Russians, the war with Ukraine has long been just a fragment of a larger Russian war with the West. Within this worldview, any failure by Washington automatically counts as a point for Moscow, regardless of whether it had a hand in it. There is also a third scenario - not for Putin, but against him. This is not a scenario of popular uprising, but one of self-preservation by the Russian elites. But such an option is possible only under a sharp convergence of several factors: military defeat, economic collapse, the loss of the ability to allocate resources, and the emergence of a figure or group capable of guaranteeing the elite’s security after the transition. So far, there are few such signs.
1:54

Tension and uncertainty among Russians are growing. In the spring of 2026, Russian polling agencies recorded a noticeable decline in several key indicators: approval of Putin's performance, trust in him, and the overall emotional mood. The most intriguing point was the closure of Russian Public Opinion Research Center’s (VCIOM) open trust rating: when respondents are asked to name politicians they trust without being prompted with names. In March 2026, this indicator for Putin fell to 29.5% - the lowest level since the start of the full-scale war. After that, VCIOM did not publish the figures for April and May. The gap between the open trust rating (29.5%) and the closed trust rating (72-73%) is roughly 1:2.5. It reflects the distance between Putin's actual political weight and the ritual of loyalty to the "tsar." The reason is simple: Russians do not want a loser president. Putin's ratings were sustained not simply by war, but by the prospect of a victorious war. He traded Russia's development and prosperity for greatness, but now Russians see neither greatness nor prosperity. Let’s take a closer look at what is happening within Russian society. First, most Russians continue to support the war. This is illustrated by Levada Center's May data. Support for the actions of the Russian army, which had been declining since the end of last year, suddenly rebounded by six points in May, reaching 74%. At the same time, the share of those favoring peace negotiations, which had remained at around two-thirds since December, has been slowly shrinking for three consecutive months - down seven points, to six out of ten. Meanwhile, the camp supporting the continuation of military operations has grown to 30%. The main motive among supporters of peace has not changed: "too many casualties and heavy losses." What happened? Television stopped talking about peace negotiations. As long as negotiations seemed realistic, peace appeared to be a way out. Once they collapsed, part of Russian society obediently switched back to supporting the war. This is conformism. Russians do not want peace or war - they want to be on the side of the winner. The demand for negotiations was, in fact, a demand for a victorious peace. Since no victorious peace was granted, they have taken back the war. However, there is a dangerous trap here for the Kremlin: Russians agree to war, but not to a war without victory. They agree to anything except a compromise that would be perceived as defeat. This is dangerous for the Kremlin because it calls into question the legitimacy of the entire system of power - and Putin above all - if Russian society is no longer given proof of greatness and victory. Putin is doomed to constant escalation. The situation is further complicated by public fatigue and rising anxiety among Russians. The state of the Russian economy is deteriorating, while the defense sector is no longer able to offset the decline in the civilian economy. This is especially noticeable in the regions. By the end of 2025, the deficit of consolidated regional budgets had reached a record 1.48 trillion rubles ($20.56 billion) - 3.6 times more than a year earlier. Seventy-four regions, including Moscow and the oil and gas districts, ended up in deficit. The first months of 2026 did not reverse the trend: industry is stagnating, construction is shrinking, corporate profits are falling, and debt burdens are increasing. The accompanying symptoms include a sharp rise in wage arrears, large-scale revisions of regional budgets for 2026 involving spending cuts, primarily social, as well as a hidden employment crisis - where there is no work, but employees are not laid off; instead, they are shifted to reduced working weeks and unpaid leave. Official unemployment statistics barely reflect this. Yet since December 2025, part-time employment has been rising at large and medium-sized enterprises: 4.6 million out of 33 million workers. The map of Russian society’s concerns, which the Levada Center publishes annually, looks telling in May 2026. At the top - for twenty years in a row - is rising prices: 55%. The "special military operation" and related issues worry 35%. And then comes the most interesting part - the destruction of a comfortable life and the feeling of war at home have become additional drivers of tension: fear of explosions and terrorist attacks has jumped by 8 points since November - to 27%. One in five (22%) cites internet restrictions and the blocking of social media as among the most pressing issues - on the list of problems, the digital blockade now ranks alongside poverty and lack of access to healthcare (both at 19%). The state has managed to turn a disabled messenger app into a social problem on the level of poverty. That takes some doing. Many Western observers have been inspired by rumors of elite dissatisfaction in Russia. Indeed, Moscow's economic circles have seen unusually open criticism of the government from parts of the financial elite. However, I suggest we avoid wishful thinking: no direct scenario of a political crisis emerges from this data. The most realistic scenario is the continuation of the war, coupled with a search for political doping: events that can be sold to society as victories, as proof that Russia is moving in the right direction. The problem is that the bar has risen - what would have been considered a triumph a year ago would now look like capitulation. Therefore, stronger doses of doping will be required: escalation in Ukraine aimed at maximizing destruction, a military adventure somewhere in Europe, new strikes, nuclear signaling, or provocations against the West. The ground has already been prepared: 54% of Russians believe that the war in Ukraine could escalate into an armed conflict with NATO - half the population is living in anticipation of a major war. The Kremlin’s logic is as old as time: unite through fear. Putin may also be saved by an "unexpected event" - a black swan, as has already happened when the U.S. started a war with Iran. Here, it’s not even necessary to do anything: it’s enough to interpret it skillfully. A U.S. defeat or stalemate in the war with Iran could be presented as a victory of Russia and its allies over America - because in the minds of Russians, the war with Ukraine has long been just a fragment of a larger Russian war with the West. Within this worldview, any failure by Washington automatically counts as a point for Moscow, regardless of whether it had a hand in it. There is also a third scenario - not for Putin, but against him. This is not a scenario of popular uprising, but one of self-preservation by the Russian elites. But such an option is possible only under a sharp convergence of several factors: military defeat, economic collapse, the loss of the ability to allocate resources, and the emergence of a figure or group capable of guaranteeing the elite’s security after the transition. So far, there are few such signs.

Anton Gerashchenko

36,205 次观看 • 1 个月前

The “I never wanted any of this to be public or content” Lie, A Timeline I never wanted any of this to come out. Except I actually mean that. It’s embarrassing, it’s trashy, and it’s the opposite of how I want to present myself publicly. I stayed silent for months while lie after lie was spun about me behind the scenes because I didn’t want to air private, messy moments from a relationship I genuinely cared about. I stayed silent out of fear, because I was told no one would believe me because he would be blindly believed on his large platform. In one of our very last conversations before I blocked him everywhere mid-October, he threatened to do a show on me, contact my employer, and “turn me into the next Lindsey”. Why? Because I didn’t want to continue apologizing to him for the 300th time about venting to someone I thought was a friend. I stayed silent because of these threats. But after Wednesday, after Chelsea posted the private video Aidan gave her, (the same one he threatened me with directly back on 10/2), and after the gaslighting, I don’t have a choice anymore. So here is the timeline. Here are the receipts. Here is what actually happened. September-October 2025- I Stayed Silent Through Months of Smear Campaigns For months, several creators repeated the same false narrative that “Aidan never said a bad word about Meredith.” Jess. Glarer. Auntie Deb. Kim. Ray from Dallas. Others. Meanwhile, Aidan was: • Badmouthing me privately and encouraging others to do so publicly, • Texting Joe “Flipperhead” entire paragraphs trashing me, • Aidan knew Joe would leak them (and even bragged on a stream that he did exactly that so he’d leak them), • Sending Jess Machado after me for months on her large platform, • Directing people behind the scenes to paint me as a villain. • Sending random people who supported me DMs to change their mind (yes Aidan, not everyone is fooled by your bullshit and they came right to me). I ignored all of it. I said nothing. I stayed silent through daily lies because I didn’t want to call more attention to it or face Aidan’s wrath. November 2025 -The Rumors About “March 4” and Joe Flipperhead Flips to Team Aidan Aidan texted Joe his entire made-up version weeks ago. Joe circulated those texts on purpose. Joe threatened me with posting a video montage of mine and Aidan’s private texts. Joe is a pussy so he eventually had Kristy post it for him. Creators discussed it publicly without me ever responding. I STILL didn’t defend myself. November 26-27, 2025- Ratchet Chelsea: The Full 48 Hour Meltdown 11/26/25— The Unprovoked Attack & The March 4 Video On Tuesday night, Chelsea came out of nowhere and launched herself straight at me, accusing me of all kinds of conspiracies from harassment to the horrific crime of sending a friend request, which is explained in vivid detail in the below post (she’s since gone somewhat viral, love this for her!) She spent the next 24 hours thoroughly embarrassing herself and the moment anyone challenged her story even slightly, she did what she always does: she imploded. Her accusations spiraled into her posting the March 4 video. On 11/26/25 at 11:08 PM, Chelsea posted the first clip–a blanket, context-less snippet of me drunk saying something I immediately apologized for the next morning. At 11:50 PM, I responded because at that point, I had no choice. 11/27/25— The 9-Minute Backpedal Then on Thanksgiving, Aidan tried to save face by posting that he “didn’t want the video to be public.” And like clockwork, nine minutes later, Chelsea came charging into the comments like a Temu-sponsored bat out of hell, scrambling to apologize, trying to rewrite reality so it looked like he didn’t send her to do it. It was panicked, sloppy damage control. An amateur quality cover-up attempt that only made it more obvious how coordinated this all was. She wasn’t apologizing because she grew a conscience. She was apologizing because she got caught doing exactly what she’d been primed to do. I wonder if Aidan called her “you should’ve waited at least 20 minutes, dumbass!!!”. Not too bright that Chelsea. I can only imagine the regrets he must have for utilizing someone with the IQ of a pencil to do his dirty work. The Coordination Between Aidan & Chelsea Is Obvious Chelsea had virtually NO followers Wednesday morning. Aidan was one of the first. We’re supposed to believe someone with 150k followers just stumbled on an account that starts posting HIS private messages and HIS private videos? Kk. Aidan commented on her posts that same day, clearly encouraging it, continuing to this day, all while pretending he's not directing it. Kk. She confirmed in my DMs back on 11/6 that she and Aidan were aligned. And she literally wrote at 4:04 AM that she had “proof,” videos & screenshots she would release if I didn’t “stop calling” her, calls she still hasn’t produced a single shred of proof of. Then yesterday within 9 minutes of his post, she writes: “Sorry for going rogue, Aidan, I hope you don’t hate my guts.” Going rogue? From WHAT? Who gave you the material in the first place? The coordination is obvious to anyone with functioning brain cells. The “I never wanted this public” lie Aidan’s post yesterday claimed he “never wanted this to be public.” He’s been threatening me for months behind the scenes to post the infamous video. To do a show on me. To send things to others to weaponize against me. If this were true, why did he instruct Chelsea to post it? Why did he share it with Jess Machado to threaten me with for the last month? Why did he share it with Joe Flipperhead, and God knows who else? If he didn’t want it public, he wouldn’t have shared it with anyone, let alone the girl I caught him cheating with. The timeline is clear– Chelsea posted a video at 11:08 pm on Thanksgiving Eve, I responded at 11:50 out of self defense. He leaked first. He escalated first. He weaponized it first. Trying to rewrite that now is gaslighting, pure and simple. The “Meredith accused him of abuse” narrative is FALSE My actions tell the truth: • I never went to police. • I never filed anything. • I never told anyone he hit me. • I never repeated it. • I apologized the next day. • We stayed together for FOUR more months after that night. • He called me 100+ times some days, even indicating he’d end his life if we broke up. If he believed I was “dangerous,” his actions would have said that. They didn’t. The only reason this is public now is because HE leaked it. Actions > drunk slurred words said because a camera was shoved in my face when I asked him repeatedly to stop filming and to leave. The Wilbur Theatre Rumors—Let’s get petty for a second. This is another topic I’m cringing at discussing but we can thank Aidan for since he shared our sexual messages with Joe Flipperhead. And since some people (Auntie Deb, sweetie, this means you) insist on pushing their Dollar Store fan-fiction about the Wilbur Theatre night, let’s actually walk through what happened, using facts instead of whatever drug-induced hallucinations you’ve been spinning this week. The rumor goes like this- I was “mad at Aidan because we didn’t hook up,” and to “prove” it, they trot out a cherry-picked text where I said I wanted to hook up, he didn’t answer, and the next morning I said I was drunk and sorry. And somehow this has been spun into me being desperate, obsessed, or pining like a background character in a teenage soap opera. Adorable. Wrong, but adorable. Here’s the real plot twist-Aidan and I had already been together literally two days earlier, and shocker-that was initiated by him, not me. I didn’t just “show up at the Wilbur”. He invited me to come to the after party at Encore knowing I had a wedding earlier in the night. I wanted to see my friends there who I actually met to go with. This wasn’t a surprise, it was planned ahead of time. The “I was drunk, sorry” message wasn’t heartbreak. It wasn’t longing. It was me politely tapping the brakes because I didn’t even want to entertain whatever bad path it could lead us back down. And then? He texted me asking about my brother’s wedding, how I am, etc. I ignored him for a full week. Until I had no choice but to speak to him about MereNeill. That silence, from me, is what triggered his latest meltdown. Not mine. His. So no, Auntie Deb, your version isn’t “a different perspective.” It’s just wrong. Like wildly, hilariously, not-even-in-the-ballpark wrong. But sure, keep spinning fanfic if it makes your livestreams feel more exciting. I realize it’s probably been awhile since you’ve had any action since you’ve let yourself go so badly, so you live vicariously through others. Recap For MONTHS I ignored: • the texts he sent Joe to leak • the smear campaign • the creators parroting lies • the behind-the-scenes messages • the insinuations I hacked him and even shared revenge porn • the constant coordinated attacks • the threats of “turning me into the next Lindsey” • his warning that everyone would believe him because of his platform • the threats to contact my employer I didn’t clap back, didn’t retaliate, didn’t respond. But Wednesday, when Chelsea dumped the video he gave her, the same video she threatened weeks ago to drop, AND he posted pretending he didn’t want this all out? That was the line. They chose the nuclear option. And last night's gaslighting grift was just the icing on the cake. Now I’m responding with facts in pure self-defense. Conclusion/Message for Temu Storm This entire mess could have stayed private. I wanted it to stay private. But when someone leaks your private moments, lies about your intentions, weaponizes your past, and coordinates an online attack, you either let the false narrative stand or you defend yourself. I’m choosing to defend myself with receipts, not gossip. With timelines, not “he said.” With evidence, not weaponized drunk clips. And then there’s Aidan’s favorite delusion. The claim that I was ‘working with Karen behind the scenes’ or ‘conspiring with her to get him in trouble for the recording.’ That could not be further from the truth. I didn’t even know he had recorded her until after she already knew about it herself. I wasn’t working with her, plotting with her, or communicating with her about it. She and I have always been friendly, but we didn’t even discuss the recording until it started leaking and Joe Flipperhead went feral on Twitter. Meanwhile, Aidan spent weeks screaming at me, accusing me of being some kind of secret double agent, like he was trying to create the betrayal he was terrified of. Almost a self-fulfilling prophecy. And here’s the reality: in the last few weeks, after he’s gone fully scorched earth on me, I have talked to her, and I support her 100%. The things he’s done to her over the past couple years, and the way he twisted it all for his followers, is the exact same manipulation I lived through. I’m not going into her details because that’s her story to tell… but let’s just say I have a feeling you’ll be hearing it sooner rather than later. The lie that Aidan never wanted this to be public is just laughable at this point. Who are we kidding? He's been foaming at the mouth for months to make this content where he can play the victim, as usual. And since this week has apparently become “Let’s All Fixate on Meredith Week,” let me address the content-creator sideshow, too. Some of you are strangers, while some I actually considered my friends. It’s shocking but not shocking how quickly you all flip a switch and follow your captain’s orders. Ray from Dallas spent his Sunday foaming at the mouth in a hostile little video about me, all bark, no substance. I saw it. I’m not intimidated. Mostly, I’m embarrassed for you. Then there’s Will, who’s gone on multiple streams calling me “crazy” and pretending he’s scared of me, despite me being nothing but nice to him. Why? Because he thinks I was the first one to tell Karen he heard the recording, which he absolutely did (unless Aidan is lying about who he played it for, but we know he’s actually telling the truth on this for once). She was informed of it the very next day, which is why she called you and you know this. This was two full days before I was even aware of a call at all. Will, for someone with your track record, maybe sit the “women are dangerous” narrative out. You’re not fooling anyone. I’m staring at 15 pages of police reports and no, it’s not all “things you’ve owned up for in the past”. You know this. Again, I’d take a very large seat here. And my personal favorite-Auntie Deb, who decided to spice up his Spaces on Thanksgiving by accusing me of distributing revenge p*rn with zero evidence, zero screenshots, zero anything. Accusing me of killing a turtle yesterday. A completely fabricated felony tossed around like it’s gossip hour at the bingo hall. Considering your own professional history, James, I’d hope you of all people would understand how catastrophic false accusations can be, but apparently not. I wonder if you’ll have that same enthusiasm when the topic is you. TBD. I’ll wait for that retraction about revenge p*rn, animal abuse, etc. Ball’s in your court hun. And of course, there’s Jessica Machado, who’s been grinding this axe for months like it’s her full-time personality. Hos long did you cry when Chelsea beat you to the punch with that video? Don’t worry hun, there’s more but she didn’t post it because it’s not great for your fairytale. Since you reported my last post, I'll leave the rest up for your imagination. You’ve been so obsessed with me for so long that you can’t even keep your own narratives straight anymore. I love this so much for you. Let me be crystal clear–I am done being all of your punching bag. You love to spin this narrative that I’m this dangerous person. You’d think you’d lay off from constantly f*cking with me if you truly believed that. I would genuinely love for this nonsense to stop. But that requires ALL of you to stop manufacturing drama, stop lying, and stop weaponizing made-up crimes for clicks. And if they want to keep going? I’ve got plenty of content for many seasons to come.
0:15

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

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

45,160 次观看 • 8 个月前

What Did Otto Warmbier Say in North Korean Court, in the Presence of International Journalists and Observers? (FULL VIDEO in English) Here is his statement, his confession, and the details of the crime he premeditated: - Otto Warmbier: "First, I would like to thank you all for attending this press conference of the trial, which I requested to take place. I also want to express my sincere gratitude for this opportunity to apologize for my crime, beg for forgiveness, and plead for any assistance to save my life. On December 29, 2015, I entered the DPRK as a tourist. On January 1, I committed severe crimes against the people and government of the DPRK. Due to this crime, on January 2, I was detained and placed under investigation. My name is Otto Frederick Warmbier, I am 22 years old, a finance student at the University of Virginia, currently in my third year. My home address is ******, where I live with my family. At present, I reside in a rented apartment near my university. My father owns a small factory that barely covers our family’s expenses, my mother is a homemaker, and my younger brother and sister are both high school students. On January 2, I committed the crime of trespassing into a private and restricted area of a building and stealing a political slogan. This task was given to me by the First United Methodist Church in Charlottesville, Virginia. Growing up in the United States, I was taught by the mass media and in school that the DPRK is a mysterious and isolated communist country. This led to my youthful ignorance, as I wanted to show bravery and build my reputation by demonstrating Western victory over the DPRK. My friends had told me that the DPRK was a beautiful country with stunning architecture. They suggested that if I were interested, I should consider visiting. Based on this recommendation, I started planning my trip. In January 2016, I was scheduled to begin a university-funded course in Hong Kong, and I took this opportunity to visit the DPRK as a tourist before starting my finance course. I asked my father and brother to travel with me, contacted various tour agencies via email, and chose the cheapest one. I gave my father $800, and he agreed to pay the remaining $400 to cover the $1,200 trip at the end of December. Back in September, I had dinner at my friend Stephen Webb’s house with his mother, Sharon Webb, who is a deaconess at the Friendship United Methodist Church. She mentioned that communist nations value propaganda slogans and suggested that I take one from the country to display in her church as a trophy. She then continued, knowing that I was desperate to get a car for transportation between home and university every day. She offered me a used car and $10,000 if I succeeded. She also said that if I were detained and unable to return, her church would pay my mother $200,000 as a generous contribution, which I intended to use for my siblings’ college tuition—though this would still be $200,000 short of the total $400,000 needed. Then, she showed me the church’s bank account with $40 million. At first, I hesitated out of fear, but as my family was struggling with severe financial difficulties, I began to see this as a golden opportunity to earn money. The most important thing she told me was that I must never expose the Friendship United Methodist Church, or no payment would be made. In early October, I briefly informed my mother about the proposal, telling her that I planned to steal something valuable from the country and that if I were caught, she would receive bank transfers to cover my siblings' education. She cried and begged me not to do anything dangerous. But from then on, I was pressured multiple times by the church, and I ultimately decided to proceed with this premeditated crime. Meanwhile, the ‘Z Society’ also encouraged this act. When I learned that its members earn high salaries after graduation, I was eager to join them. In late November, I told a fellow university student and Z Society member about my plan in the DPRK. He informed me that this act would benefit the society’s goal of promoting "freedom" and ending "tyranny." He assured me that if I succeeded, he would help me join the society. However, if I were caught, they would pressure the North Korean government through their partners. Finally, he told me that I must never expose the Z Society's encouragement. After meticulously planning my actions, I arrived in Pyongyang on December 29 from Beijing, and on January 1, I committed the crime of stealing a North Korean slogan." - North Korean Court Official: "Warmbier’s statement has concluded. As you have heard, the U.S. administration is committing malicious acts against our country. If you have any questions, please proceed." - KCNA Journalist: "I am from the Korean Central News Agency. What motivation do you believe the Friendship United Methodist Church had in assigning you this task?" - Otto Warmbier: “I will now explain the motivation of the Friendship United Methodist Church in giving me this mission. The Friendship United Methodist Church is located in Cincinnati, Ohio, in the United States. I have known this church since my childhood because I grew up there. You can find more information about this church on the internet. It is not a typical church; it is very wealthy, and the U.S. government has strong ties with it, promoting this type of activity in countries they claim to be anti-Christian. Several Democratic politicians from the U.S. frequently visit this church to collect funds and support it in other spheres. This church even donated more than 10 million dollars to Barack Obama’s campaign in 2008, which accounted for about 3% of the former president's campaign funds collected at this church. For this reason, the U.S. government is so close to this church and promotes the kind of activity I am now involved in. U.S. politicians use churches like this to harm the DPRK. If this mission had been successful, the church would have received more support from the U.S. government. Because of this hostile policy of the government against the country, I was a manipulated victim who fell into this scheme to help my family, which is struggling with financial problems. However, since I am not a religious person, the church knew that if this came to light, they could easily deny any connection with me. I hope this clarifies the church’s involvement in my crime. Thank you for your attention.” - Journalist from Rodong Sinmun: “You said that Society Z encouraged you in this mission. Tell me everything you know about them.” - Otto Warmbier: “Thank you very much for your question. Society Z is a secret organization that operates at the University of Virginia. All its members remain anonymous. I first learned about it when I entered the university and saw many of its symbols around campus. I was told that this secret organization donates millions of dollars to the university, which is why its symbols are displayed everywhere. I know that there are at least 10 student members of 'Society Z' at the university. It is said that after graduation, all of them will become very wealthy and take on major roles in politics, business, and religion. Some well-known members of 'Society Z' include former U.S. President Woodrow Wilson and a former CIA director. To become a member, one must be wealthy, a leader, and have top academic scores, as well as demonstrate significant acts of bravery and sacrifice against tyranny. Because of this encouragement, I committed this crime, and without a doubt, the CIA is aware of this influence. Finally, I would like to declare that I am a political victim of the United States' hostile policy against the DPRK. I naively attempted to obtain money through this criminal act. I am just a pawn in a system that does not distinguish between friend and enemy—only money. I hope others do not follow the same path as I did.” - Journalist from Joson Sinbo: “I am from Joson Sinbo, under the General Association of Korean Residents in Japan. You said that you carefully planned these steps from the U.S. before committing this crime in the DPRK. Can you tell me more about this?” - Otto Warmbier: “Thank you for your question. Now, I will explain how I prepared to commit this crime directly from the U.S. To learn more about the country’s slogans, I searched the internet using the keywords ‘North Korean slogan’ directly from my apartment in Virginia. I looked at about 30 images, some of them large and framed. I then thought that I could remove one of them easily, as they were large, red, and rectangular. To practice before arriving in the country, I went out onto the street and stole traffic signs, hiding them under my bed. Then, I spoke with my friend and planned possible excuses in case I was caught by the North Korean authorities. I decided that I would say I was drunk and did not remember doing it. If I was caught with the slogan, I planned to claim that I had bought it in a souvenir shop in the country. For this reason, when I was caught, my first statement was that I was drunk and did not remember. Additionally, while still preparing in the U.S., I picked out my best boots and got a large suitcase to fit the North Korean slogan inside. Thank you for listening.” - Journalist Yuri Sidorov from the Russian news agency TASS: “Tell me more about the crimes you committed in Korea.” - Otto Warmbier: “Thank you for your question. Now, I will explain the details of the crime I committed... On December 30, while still in Beijing, I asked my British tour guide where the political slogans were kept in the building where we were going to stay. She said they were probably in the restricted area of the building. When I arrived, I noticed a sign on a door on the second floor stating in English that it was a restricted area. I looked for cameras but did not find any. I chose to commit my crime at dawn on New Year’s Day, thinking there would be fewer staff working due to the holiday and the late hour. I knew my tour guide would be drunk, so I planned to use the same excuse. I then entered the restricted area of the building and searched for a slogan. When I found one, I removed it from the frame with my hands. It was much larger and heavier than I had expected. At that moment, I became very scared, realizing I would not be able to steal the slogan. However, I managed to turn it over and then ran out of the restricted area.” - Journalist from the Chinese news agency Xinhua: “You said that you are under investigation and have committed serious crimes. Did you undergo any form of torture or psychological pressure from the judicial authorities of the DPRK?” - Otto Warmbier: “Thank you for your question. I will now explain the treatment I received in the country. As an American, arrested for serious crimes, I feared I would face torture and psychological pressure, but that was completely wrong in my mind. I have received the most humanitarian treatment possible. I am being held in a place that feels like a guesthouse. I haven’t received any torture or psychological pressure. I am provided with three high-quality meals a day, I have had full medical exams, and I am allowed to walk outside for one hour every day. I even got a haircut. I sleep more than eight hours a day, and as you can see, I am healthy, but I miss my family a lot. I was very impressed with the humanitarian treatment by the government of the country and with its legal process. This is the most embarrassing moment of my life for committing a crime like this in such a friendly country. I hope that with this press conference, my family can see that I am okay and feel relieved. However, I miss them dearly. I understand the seriousness of my crimes and have no idea what punishment I may face, but I implore the Korean people and the government for forgiveness. I just want to go home.” - North Korean Court Official: “Any more questions? ... Mr. Warmbier, would you like to say anything else?” - Otto Warmbier: “I want to thank the North Korean government for giving me the opportunity to ask the people for forgiveness for the crime I committed. However, the main ones responsible for this are the Friendship United Methodist Church, Society Z, and the U.S. administration, which used me, as they have used many others before me. I am a victim of the hostile U.S. policy towards the DPRK. I wish all the young people in the United States who are watching this never to allow themselves to be used by the U.S. administration. What I saw during my trip was very different from what is portrayed in the West, where the country is shown as evil. I realized that the human rights issue of the DPRK, as presented by the U.S. government, is just an excuse to attack and harm the lives of the Korean people with the intent of overthrowing their government. I ask for forgiveness from the Korean people and beg you to see how I was used and manipulated. Please, save my life, I am the oldest son in my family. My family needs me, I made the worst decision of my life, but I am human, and I hope you will forgive me. I also want to ask the journalists to report this story correctly and help me in any way they can. I fear my family may be threatened by the U.S. government, and I beg for any kind of protection for them. Finally, I plead with the North Korean people to forgive me; I should never have been used by the U.S. government.” — END
37:39

What Did Otto Warmbier Say in North Korean Court, in the Presence of International Journalists and Observers? (FULL VIDEO in English) Here is his statement, his confession, and the details of the crime he premeditated: - Otto Warmbier: "First, I would like to thank you all for attending this press conference of the trial, which I requested to take place. I also want to express my sincere gratitude for this opportunity to apologize for my crime, beg for forgiveness, and plead for any assistance to save my life. On December 29, 2015, I entered the DPRK as a tourist. On January 1, I committed severe crimes against the people and government of the DPRK. Due to this crime, on January 2, I was detained and placed under investigation. My name is Otto Frederick Warmbier, I am 22 years old, a finance student at the University of Virginia, currently in my third year. My home address is ******, where I live with my family. At present, I reside in a rented apartment near my university. My father owns a small factory that barely covers our family’s expenses, my mother is a homemaker, and my younger brother and sister are both high school students. On January 2, I committed the crime of trespassing into a private and restricted area of a building and stealing a political slogan. This task was given to me by the First United Methodist Church in Charlottesville, Virginia. Growing up in the United States, I was taught by the mass media and in school that the DPRK is a mysterious and isolated communist country. This led to my youthful ignorance, as I wanted to show bravery and build my reputation by demonstrating Western victory over the DPRK. My friends had told me that the DPRK was a beautiful country with stunning architecture. They suggested that if I were interested, I should consider visiting. Based on this recommendation, I started planning my trip. In January 2016, I was scheduled to begin a university-funded course in Hong Kong, and I took this opportunity to visit the DPRK as a tourist before starting my finance course. I asked my father and brother to travel with me, contacted various tour agencies via email, and chose the cheapest one. I gave my father $800, and he agreed to pay the remaining $400 to cover the $1,200 trip at the end of December. Back in September, I had dinner at my friend Stephen Webb’s house with his mother, Sharon Webb, who is a deaconess at the Friendship United Methodist Church. She mentioned that communist nations value propaganda slogans and suggested that I take one from the country to display in her church as a trophy. She then continued, knowing that I was desperate to get a car for transportation between home and university every day. She offered me a used car and $10,000 if I succeeded. She also said that if I were detained and unable to return, her church would pay my mother $200,000 as a generous contribution, which I intended to use for my siblings’ college tuition—though this would still be $200,000 short of the total $400,000 needed. Then, she showed me the church’s bank account with $40 million. At first, I hesitated out of fear, but as my family was struggling with severe financial difficulties, I began to see this as a golden opportunity to earn money. The most important thing she told me was that I must never expose the Friendship United Methodist Church, or no payment would be made. In early October, I briefly informed my mother about the proposal, telling her that I planned to steal something valuable from the country and that if I were caught, she would receive bank transfers to cover my siblings' education. She cried and begged me not to do anything dangerous. But from then on, I was pressured multiple times by the church, and I ultimately decided to proceed with this premeditated crime. Meanwhile, the ‘Z Society’ also encouraged this act. When I learned that its members earn high salaries after graduation, I was eager to join them. In late November, I told a fellow university student and Z Society member about my plan in the DPRK. He informed me that this act would benefit the society’s goal of promoting "freedom" and ending "tyranny." He assured me that if I succeeded, he would help me join the society. However, if I were caught, they would pressure the North Korean government through their partners. Finally, he told me that I must never expose the Z Society's encouragement. After meticulously planning my actions, I arrived in Pyongyang on December 29 from Beijing, and on January 1, I committed the crime of stealing a North Korean slogan." - North Korean Court Official: "Warmbier’s statement has concluded. As you have heard, the U.S. administration is committing malicious acts against our country. If you have any questions, please proceed." - KCNA Journalist: "I am from the Korean Central News Agency. What motivation do you believe the Friendship United Methodist Church had in assigning you this task?" - Otto Warmbier: “I will now explain the motivation of the Friendship United Methodist Church in giving me this mission. The Friendship United Methodist Church is located in Cincinnati, Ohio, in the United States. I have known this church since my childhood because I grew up there. You can find more information about this church on the internet. It is not a typical church; it is very wealthy, and the U.S. government has strong ties with it, promoting this type of activity in countries they claim to be anti-Christian. Several Democratic politicians from the U.S. frequently visit this church to collect funds and support it in other spheres. This church even donated more than 10 million dollars to Barack Obama’s campaign in 2008, which accounted for about 3% of the former president's campaign funds collected at this church. For this reason, the U.S. government is so close to this church and promotes the kind of activity I am now involved in. U.S. politicians use churches like this to harm the DPRK. If this mission had been successful, the church would have received more support from the U.S. government. Because of this hostile policy of the government against the country, I was a manipulated victim who fell into this scheme to help my family, which is struggling with financial problems. However, since I am not a religious person, the church knew that if this came to light, they could easily deny any connection with me. I hope this clarifies the church’s involvement in my crime. Thank you for your attention.” - Journalist from Rodong Sinmun: “You said that Society Z encouraged you in this mission. Tell me everything you know about them.” - Otto Warmbier: “Thank you very much for your question. Society Z is a secret organization that operates at the University of Virginia. All its members remain anonymous. I first learned about it when I entered the university and saw many of its symbols around campus. I was told that this secret organization donates millions of dollars to the university, which is why its symbols are displayed everywhere. I know that there are at least 10 student members of 'Society Z' at the university. It is said that after graduation, all of them will become very wealthy and take on major roles in politics, business, and religion. Some well-known members of 'Society Z' include former U.S. President Woodrow Wilson and a former CIA director. To become a member, one must be wealthy, a leader, and have top academic scores, as well as demonstrate significant acts of bravery and sacrifice against tyranny. Because of this encouragement, I committed this crime, and without a doubt, the CIA is aware of this influence. Finally, I would like to declare that I am a political victim of the United States' hostile policy against the DPRK. I naively attempted to obtain money through this criminal act. I am just a pawn in a system that does not distinguish between friend and enemy—only money. I hope others do not follow the same path as I did.” - Journalist from Joson Sinbo: “I am from Joson Sinbo, under the General Association of Korean Residents in Japan. You said that you carefully planned these steps from the U.S. before committing this crime in the DPRK. Can you tell me more about this?” - Otto Warmbier: “Thank you for your question. Now, I will explain how I prepared to commit this crime directly from the U.S. To learn more about the country’s slogans, I searched the internet using the keywords ‘North Korean slogan’ directly from my apartment in Virginia. I looked at about 30 images, some of them large and framed. I then thought that I could remove one of them easily, as they were large, red, and rectangular. To practice before arriving in the country, I went out onto the street and stole traffic signs, hiding them under my bed. Then, I spoke with my friend and planned possible excuses in case I was caught by the North Korean authorities. I decided that I would say I was drunk and did not remember doing it. If I was caught with the slogan, I planned to claim that I had bought it in a souvenir shop in the country. For this reason, when I was caught, my first statement was that I was drunk and did not remember. Additionally, while still preparing in the U.S., I picked out my best boots and got a large suitcase to fit the North Korean slogan inside. Thank you for listening.” - Journalist Yuri Sidorov from the Russian news agency TASS: “Tell me more about the crimes you committed in Korea.” - Otto Warmbier: “Thank you for your question. Now, I will explain the details of the crime I committed... On December 30, while still in Beijing, I asked my British tour guide where the political slogans were kept in the building where we were going to stay. She said they were probably in the restricted area of the building. When I arrived, I noticed a sign on a door on the second floor stating in English that it was a restricted area. I looked for cameras but did not find any. I chose to commit my crime at dawn on New Year’s Day, thinking there would be fewer staff working due to the holiday and the late hour. I knew my tour guide would be drunk, so I planned to use the same excuse. I then entered the restricted area of the building and searched for a slogan. When I found one, I removed it from the frame with my hands. It was much larger and heavier than I had expected. At that moment, I became very scared, realizing I would not be able to steal the slogan. However, I managed to turn it over and then ran out of the restricted area.” - Journalist from the Chinese news agency Xinhua: “You said that you are under investigation and have committed serious crimes. Did you undergo any form of torture or psychological pressure from the judicial authorities of the DPRK?” - Otto Warmbier: “Thank you for your question. I will now explain the treatment I received in the country. As an American, arrested for serious crimes, I feared I would face torture and psychological pressure, but that was completely wrong in my mind. I have received the most humanitarian treatment possible. I am being held in a place that feels like a guesthouse. I haven’t received any torture or psychological pressure. I am provided with three high-quality meals a day, I have had full medical exams, and I am allowed to walk outside for one hour every day. I even got a haircut. I sleep more than eight hours a day, and as you can see, I am healthy, but I miss my family a lot. I was very impressed with the humanitarian treatment by the government of the country and with its legal process. This is the most embarrassing moment of my life for committing a crime like this in such a friendly country. I hope that with this press conference, my family can see that I am okay and feel relieved. However, I miss them dearly. I understand the seriousness of my crimes and have no idea what punishment I may face, but I implore the Korean people and the government for forgiveness. I just want to go home.” - North Korean Court Official: “Any more questions? ... Mr. Warmbier, would you like to say anything else?” - Otto Warmbier: “I want to thank the North Korean government for giving me the opportunity to ask the people for forgiveness for the crime I committed. However, the main ones responsible for this are the Friendship United Methodist Church, Society Z, and the U.S. administration, which used me, as they have used many others before me. I am a victim of the hostile U.S. policy towards the DPRK. I wish all the young people in the United States who are watching this never to allow themselves to be used by the U.S. administration. What I saw during my trip was very different from what is portrayed in the West, where the country is shown as evil. I realized that the human rights issue of the DPRK, as presented by the U.S. government, is just an excuse to attack and harm the lives of the Korean people with the intent of overthrowing their government. I ask for forgiveness from the Korean people and beg you to see how I was used and manipulated. Please, save my life, I am the oldest son in my family. My family needs me, I made the worst decision of my life, but I am human, and I hope you will forgive me. I also want to ask the journalists to report this story correctly and help me in any way they can. I fear my family may be threatened by the U.S. government, and I beg for any kind of protection for them. Finally, I plead with the North Korean people to forgive me; I should never have been used by the U.S. government.” — END

Korean Friendship League 🇰🇵

38,071 次观看 • 1 年前