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"Higher" by Creed, also Creed, featured in Paramount+ Super Bowl advertisement alongside Patrick Stewart, Arnold Shortman, Master Chief, Knuckles, Tua Tagovailoa, Drew Barrymore, others (2024)

crazy ass moments in nu metal history

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248,293 görüntüleme • 2 yıl önce •via X (Twitter)

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TOAG profil fotoğrafı

TOAG2 yıl önce

If I get thirty likes I’ll get the Creed trampstamp

crazy ass moments in nu metal history profil fotoğrafı

crazy ass moments in nu metal history2 yıl önce

Sorry I'm too busy praying for the swift recovery of the VFX artists that had to composite this hat on after the agency realized nobody would know who this was without it

slaughterboy profil fotoğrafı

slaughterboy2 yıl önce

i do not get this ad campaign but knuckles and master chief are there so that’s kind of cool

crazy ass moments in nu metal history profil fotoğrafı

crazy ass moments in nu metal history2 yıl önce

It's the latest skirmish in the Fortniteification of popular culture.

IamRah☀🌞 profil fotoğrafı

IamRah☀🌞2 yıl önce

"Annnd creeds here." took me out

Adam @adambednarczyk.bsky.social 🏳️‍🌈👻 profil fotoğrafı

Adam @adambednarczyk.bsky.social 🏳️‍🌈👻2 yıl önce

Can’t have Superbowl without Creed

Vileness Fats profil fotoğrafı

Vileness Fats2 yıl önce

I'm going to tell my kids that this was Ready Player One

Electric Angel profil fotoğrafı

Electric Angel2 yıl önce

I just saw this and already you posted it, goes to show to always be prepared for Nu material

Adam Drosin profil fotoğrafı

Adam Drosin2 yıl önce

They must've revealed that was Arnold's last name after I checked out because ain't no way...

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🔥Jack Posobiec & The Charlie Kirk Panel discuss BAD BUNNY being the Super Bowl Halftime show. " WHY ISN'T IT THAT ROCK HASN'T HAD A SINGLE ACT IN ON THE SUPER BOWL IN 16 YEARS? & BRING BACK CREED!” - Jack Posobiec Jack Posobiec notes that it is because he has a DEAL WITH ROC NATION which is owned by Jay Z & ROC NATION has an EXCLUSIVE CONTRACT for the halftime show. Jay Z is also Barack Obama's BEST FRIEND. Jack Poso 🇺🇸 makes a great point that this is REVERSE CULTURAL COLONIZATION and now America has a market for this and they are attempting to MERGE IT WITH THE NFL which is an AMERICAN INSTITUTION. Jack reminds everyone that the Obama's ALSO happen to have a deal with Netflix. Guess who was in "Happy Gilmore 2"? Bad Bunny. Nothing is a coincidence. Also just a reminder Jack says he was RIGHT ABOUT TAYLOR SWIFT and its time to " BRING ON CREED & SCOTT STAPH FOR THE GREATEST SUPER BOWL HALFTIME SHOW EVER." LOL

🔥Jack Posobiec & The Charlie Kirk Panel discuss BAD BUNNY being the Super Bowl Halftime show. " WHY ISN'T IT THAT ROCK HASN'T HAD A SINGLE ACT IN ON THE SUPER BOWL IN 16 YEARS? & BRING BACK CREED!” - Jack Posobiec Jack Posobiec notes that it is because he has a DEAL WITH ROC NATION which is owned by Jay Z & ROC NATION has an EXCLUSIVE CONTRACT for the halftime show. Jay Z is also Barack Obama's BEST FRIEND. Jack Poso 🇺🇸 makes a great point that this is REVERSE CULTURAL COLONIZATION and now America has a market for this and they are attempting to MERGE IT WITH THE NFL which is an AMERICAN INSTITUTION. Jack reminds everyone that the Obama's ALSO happen to have a deal with Netflix. Guess who was in "Happy Gilmore 2"? Bad Bunny. Nothing is a coincidence. Also just a reminder Jack says he was RIGHT ABOUT TAYLOR SWIFT and its time to " BRING ON CREED & SCOTT STAPH FOR THE GREATEST SUPER BOWL HALFTIME SHOW EVER." LOL

Johnny St.Pete

27,572 görüntüleme • 11 ay önce

SITUATION EXPLAINED: Leopold Aschenbrenner lore. • Born and raised in Germany by two doctors, educated at the John F. Kennedy School in Berlin • At 14, he spoke at the German Green Party's national conference, in 2016 • He warned that nearly 2 million German drivers and truckers faced automation within years • His proposal, at 14, was universal basic income, years before Andrew Yang made it mainstream • Enrolled at Columbia at 15, graduated valedictorian at 19 in economics and mathematics-statistics • At 17, he co-authored "Existential Risk and Growth" with Philip Trammell, now head of economics at Epoch AI • Tyler Cowen publicly flagged the paper as remarkable at the time and gave him one of the first Emergent Ventures grants • In February 2022 he joined the founding team of the FTX Future Fund, alongside Will MacAskill • Also on that team: Avital Balwit, now his wife and Dario Amodei's chief of staff at Anthropic • FTX collapsed nine months later, after the fund had already made $100 million in grants • He joined OpenAI's Superalignment team as a founding member in July 2023, under Ilya Sutskever and Jan Leike • He was fired in April 2024 over an alleged leak, which he disputes, saying it followed warnings he raised about OpenAI's security practices • Weeks later he published the 165-page "Situational Awareness," dedicated to Ilya Sutskever • He founded Situational Awareness LP that same year, with anchor investments from Patrick and John Collison, Nat Friedman, and Daniel Gross Theo Jaffee: "Leopold Aschenbrenner went to Columbia at the age of 15 and got into effective altruism and longtermism. He founded Columbia's University EA chapter. I know some people who knew Leopold at Columbia, and he was always sort of on the ball. He was always, like, very smart and very goal-directed."

SITUATION EXPLAINED: Leopold Aschenbrenner lore. • Born and raised in Germany by two doctors, educated at the John F. Kennedy School in Berlin • At 14, he spoke at the German Green Party's national conference, in 2016 • He warned that nearly 2 million German drivers and truckers faced automation within years • His proposal, at 14, was universal basic income, years before Andrew Yang made it mainstream • Enrolled at Columbia at 15, graduated valedictorian at 19 in economics and mathematics-statistics • At 17, he co-authored "Existential Risk and Growth" with Philip Trammell, now head of economics at Epoch AI • Tyler Cowen publicly flagged the paper as remarkable at the time and gave him one of the first Emergent Ventures grants • In February 2022 he joined the founding team of the FTX Future Fund, alongside Will MacAskill • Also on that team: Avital Balwit, now his wife and Dario Amodei's chief of staff at Anthropic • FTX collapsed nine months later, after the fund had already made $100 million in grants • He joined OpenAI's Superalignment team as a founding member in July 2023, under Ilya Sutskever and Jan Leike • He was fired in April 2024 over an alleged leak, which he disputes, saying it followed warnings he raised about OpenAI's security practices • Weeks later he published the 165-page "Situational Awareness," dedicated to Ilya Sutskever • He founded Situational Awareness LP that same year, with anchor investments from Patrick and John Collison, Nat Friedman, and Daniel Gross Theo Jaffee: "Leopold Aschenbrenner went to Columbia at the age of 15 and got into effective altruism and longtermism. He founded Columbia's University EA chapter. I know some people who knew Leopold at Columbia, and he was always sort of on the ball. He was always, like, very smart and very goal-directed."

MTS

28,252 görüntüleme • 29 gün önce

Suella Braverman, "Conservative voters are saying to me: we're life long voters of the Conservative party but you're not a Conservative party any more and we can't vote for you... Sunak needs to lower taxes.. Cap legal migration.. Take us out of the ECHR.. That's how you send the message that he's serious about stopping the boats" Errr, no. Hola. Life-long Conservative voter here, well up until David Cameron (don't hate me 👀) ➡️ We don't need lower taxes. We need to increase the tax free allowance for the lowest earners so they can keep and spend more of their income, which will help pull many out of poverty. We need higher taxes for the rich and super rich to help fund public services. We should also end non-dom allowances, and take back every penny of covid loan support given to companies that are based off shore and do not pay UK-taxes. We should also be part of a global initiative that taxes large corporates a higher rate of tax if they off shore. ➡️ If we have a staff shortage, which we do, we don't need to cap legal migration, we need to incentivise people to come to the UK and work here. They will all pay tax/NI and they will all contribute to our society. If we do not have enough school spaces, GPs, have pot holes in our roads, etc. these are not because of legal migrants, these issue arise because government policy has not invested in these facilities. Don't blame migrants for Conservative party policy decisions and failures ➡️ As a former Conservative voter, I don't want to leave the ECHR, I want the UK to behave in a way which fits within simple standards of international rules and law making. That means, staying in the ECHR and finding other solutions to addressing asylum seekers Most of the people I know who have stopped voting Conservative have stopped because the party is moving further to the right and no longer represents the values demonstrated by the likes of John Major, Dominic Grieve, Anna Soubry, Rory Stewart and many others

Suella Braverman, "Conservative voters are saying to me: we're life long voters of the Conservative party but you're not a Conservative party any more and we can't vote for you... Sunak needs to lower taxes.. Cap legal migration.. Take us out of the ECHR.. That's how you send the message that he's serious about stopping the boats" Errr, no. Hola. Life-long Conservative voter here, well up until David Cameron (don't hate me 👀) ➡️ We don't need lower taxes. We need to increase the tax free allowance for the lowest earners so they can keep and spend more of their income, which will help pull many out of poverty. We need higher taxes for the rich and super rich to help fund public services. We should also end non-dom allowances, and take back every penny of covid loan support given to companies that are based off shore and do not pay UK-taxes. We should also be part of a global initiative that taxes large corporates a higher rate of tax if they off shore. ➡️ If we have a staff shortage, which we do, we don't need to cap legal migration, we need to incentivise people to come to the UK and work here. They will all pay tax/NI and they will all contribute to our society. If we do not have enough school spaces, GPs, have pot holes in our roads, etc. these are not because of legal migrants, these issue arise because government policy has not invested in these facilities. Don't blame migrants for Conservative party policy decisions and failures ➡️ As a former Conservative voter, I don't want to leave the ECHR, I want the UK to behave in a way which fits within simple standards of international rules and law making. That means, staying in the ECHR and finding other solutions to addressing asylum seekers Most of the people I know who have stopped voting Conservative have stopped because the party is moving further to the right and no longer represents the values demonstrated by the likes of John Major, Dominic Grieve, Anna Soubry, Rory Stewart and many others

Farrukh

440,403 görüntüleme • 2 yıl önce

OpenAI is falling apart right now. 9 of their most important leaders have left the company recently, and Altman is about to ask the public to buy the stock. 2 of them even walked out within 72 hours of OpenAI handing its own staff $7 billion in cash... On Monday, August 10, OpenAI completed a deal letting current and former employees sell roughly $7 billion worth of their shares. The price valued the company at $852 billion, the exact same number as its March funding round. On Tuesday, August 11, Brad Lightcap announced he was leaving after 8 years. He spent 4 of them as chief financial officer, then ran the company as chief operating officer from 2022 until April. He worked alongside Sam Altman at Y Combinator before OpenAI existed. On Thursday, August 13, chief revenue officer Denise Dresser announced she was leaving. She was hired in December from Salesforce, where she had been the CEO of Slack. In April she took over most of Lightcap's responsibilities. She lasted 8 months. The cash window opened Monday. By Thursday both executives who ran the business side were gone. But what's interesting is who actually wrote the $7 billion cheque: Every previous time OpenAI let its employees cash out, an outside investor bought the shares. In October, Thrive Capital, SoftBank and others put up $6.6 billion at a valuation near $500 billion. There was a $1.5 billion version of the same deal in 2024. This time OpenAI bought the shares back itself, using its OWN money. So no outside investor put a single dollar behind that $852 billion price. The company named its own number and then paid it. This is a business generating around $2 billion a month while losing roughly $1.22 for every single dollar it earns. And it just spent $7 billion of that cash buying its own stock at a number no third party ever tested. Here is the full list of the people who left since April: - Bill Peebles, who ran the Sora video app - Kevin Weil, vice president of OpenAI for Science - Srinivas Narayanan, technology chief of B2B applications - Kate Rouch, chief marketing officer - Josh Achiam, chief futurist, after nearly nine years - Johannes Heidecke, head of Safety Systems - Chloe Bakalar, the only person at OpenAI whose entire job was ethics - Brad Lightcap - Denise Dresser Bakalar left in July. OpenAI never announced it, and NOBODY has replaced her. Fidji Simo stepped down the same month, and two thirds of the organization had been reporting to her. Greg Brockman absorbed most of her job. He also introduced Dresser's replacement this week, a Wiz executive named Dali Rajic. OpenAI filed its IPO paperwork confidentially on June 8. The full prospectus, the one with audited financials in it, still has not appeared. So the order of operations is worth sitting with... File the paperwork in June. Buy your insiders out in August at a price you set yourself. Watch the people who built the commercial side leave that same week. Then show the public the books. Retail investors will see those numbers for the first time in a document written after every one of these people had already made their decision. Sam Altman told staff in June that he expects to go public within the next year. Reporting since then has pointed at 2027 instead, and a tender offer of this size is usually what a company does when the listing is not close. Here is what I think happens next: That prospectus lands with a revenue line big enough to carry the story, and the executive turnover gets buried in the risk factors where almost nobody reads. The people who priced OpenAI at $852 billion this month were the same people who took the money out of it; and the next set of buyers will not get that arrangement.

OpenAI is falling apart right now. 9 of their most important leaders have left the company recently, and Altman is about to ask the public to buy the stock. 2 of them even walked out within 72 hours of OpenAI handing its own staff $7 billion in cash... On Monday, August 10, OpenAI completed a deal letting current and former employees sell roughly $7 billion worth of their shares. The price valued the company at $852 billion, the exact same number as its March funding round. On Tuesday, August 11, Brad Lightcap announced he was leaving after 8 years. He spent 4 of them as chief financial officer, then ran the company as chief operating officer from 2022 until April. He worked alongside Sam Altman at Y Combinator before OpenAI existed. On Thursday, August 13, chief revenue officer Denise Dresser announced she was leaving. She was hired in December from Salesforce, where she had been the CEO of Slack. In April she took over most of Lightcap's responsibilities. She lasted 8 months. The cash window opened Monday. By Thursday both executives who ran the business side were gone. But what's interesting is who actually wrote the $7 billion cheque: Every previous time OpenAI let its employees cash out, an outside investor bought the shares. In October, Thrive Capital, SoftBank and others put up $6.6 billion at a valuation near $500 billion. There was a $1.5 billion version of the same deal in 2024. This time OpenAI bought the shares back itself, using its OWN money. So no outside investor put a single dollar behind that $852 billion price. The company named its own number and then paid it. This is a business generating around $2 billion a month while losing roughly $1.22 for every single dollar it earns. And it just spent $7 billion of that cash buying its own stock at a number no third party ever tested. Here is the full list of the people who left since April: - Bill Peebles, who ran the Sora video app - Kevin Weil, vice president of OpenAI for Science - Srinivas Narayanan, technology chief of B2B applications - Kate Rouch, chief marketing officer - Josh Achiam, chief futurist, after nearly nine years - Johannes Heidecke, head of Safety Systems - Chloe Bakalar, the only person at OpenAI whose entire job was ethics - Brad Lightcap - Denise Dresser Bakalar left in July. OpenAI never announced it, and NOBODY has replaced her. Fidji Simo stepped down the same month, and two thirds of the organization had been reporting to her. Greg Brockman absorbed most of her job. He also introduced Dresser's replacement this week, a Wiz executive named Dali Rajic. OpenAI filed its IPO paperwork confidentially on June 8. The full prospectus, the one with audited financials in it, still has not appeared. So the order of operations is worth sitting with... File the paperwork in June. Buy your insiders out in August at a price you set yourself. Watch the people who built the commercial side leave that same week. Then show the public the books. Retail investors will see those numbers for the first time in a document written after every one of these people had already made their decision. Sam Altman told staff in June that he expects to go public within the next year. Reporting since then has pointed at 2027 instead, and a tender offer of this size is usually what a company does when the listing is not close. Here is what I think happens next: That prospectus lands with a revenue line big enough to carry the story, and the executive turnover gets buried in the risk factors where almost nobody reads. The people who priced OpenAI at $852 billion this month were the same people who took the money out of it; and the next set of buyers will not get that arrangement.

Ricardo

353,589 görüntüleme • 14 gün önce

Last night Dr David Unwin was on mainstream news talking about the benefits of reducing carbs for those living with diabetes. The results he gets are amazing. I know it can be replicated by others because I copy what he does in my own clinical practice using David Oliver, Freshwell resources (which are free btw). As a result, in 2024 forty of my patients achieved remission too. The news report featured an endocrinologist Shivani Misra who, at the 4mins 27s timestamp in the video, said: "If someone does a low carb with higher fat what does that mean for their cholesterol and their cardiovascular disease risk? We don't know the answer to this" I'm here to tell you this is a false statement. The research has been done. Let me show you: In 2020 a meta analysis looking at the effects of low carb on CVD risk found: "For total cholesterol there was no significant change in the data corresponding to low-carbohydrate diets lasting 12–23 months and over 24 months" With regards LDL the meta analysis says: "For plasma LDL, as the forest map shows, that there was no significant difference between the low-carbohydrate diet group and the control group at 6–11 months, 12–23 months, and 24 months" All other factors improved (blood pressure, triglycerides, etc) The meta analysis concluded: "In conclusion, the overall effect of a low-carbohydrate diet on cardiovascular risk factors tended to be favorable at less than 6 months and 6–11 months, but after 2 years of a low-carbohydrate diet, there was no significant effect on cardiovascular risk factors" So short term: CVD risk factors are improved, long term, things don't get worse". This mirrors what I see in clinical practice and with myself having been low carb full time since the start of 2020 - all my CVD risk markers are in the normal range. Study source: The reporter also talks about low carb as a "restrictive diet". What's more restrictive: Giving up bagels, bread, sweets and other junk IN FAVOUR OF protein, vegetables etc Or Giving up solid food entirely for a 850kcal liquid diet for months? Despite the latter being far more restrictive it has been rolled out nationally by the NHS. Nothing wrong with this as it works but so does low carb. Why not give patients a choice? The reporter also says Dr Unwins results are just because of the support he provides. Whilst support matters (a lot), this is blatant misinformation. Plenty of studies show that reducing carbs is disproportionately better for those with diabetes than low fat. Here are some: In 2023 Novo Nordisk published a randomized controlled trial comparing low carb to low fat for diabetes. They found: 🩸 Low carb led to the greatest reduction in hba1c 💉 Only the low carb group reduced medications 📉 Low carb had the greatest reduction in triglycerides + higher HDL (LDL was similar) ⚖️ Low carb group lost more weight + more fat spontaneously despite eating more calories 🩸 Systolic blood pressure was lower for low carb The low carb group non significantly raises their LDL but 0.23mmol. The researchers said: "we consider the beneficial effects of low carb to outweigh the minor increase in LDL (0.23mmol) induced by the diet. This is supported by other studies" So low carb is better and CVD risk markers overall improved. Naturally, the study was hidden behind a Paywall. Link: I can hear the skeptics now: "But Mike, this is one study, it's not enough" Ok here's a meta analysis showing that hba1c is directly proportional to the carbs eaten: This meta analysis concluded:

Last night Dr David Unwin was on mainstream news talking about the benefits of reducing carbs for those living with diabetes. The results he gets are amazing. I know it can be replicated by others because I copy what he does in my own clinical practice using David Oliver, Freshwell resources (which are free btw). As a result, in 2024 forty of my patients achieved remission too. The news report featured an endocrinologist Shivani Misra who, at the 4mins 27s timestamp in the video, said: "If someone does a low carb with higher fat what does that mean for their cholesterol and their cardiovascular disease risk? We don't know the answer to this" I'm here to tell you this is a false statement. The research has been done. Let me show you: In 2020 a meta analysis looking at the effects of low carb on CVD risk found: "For total cholesterol there was no significant change in the data corresponding to low-carbohydrate diets lasting 12–23 months and over 24 months" With regards LDL the meta analysis says: "For plasma LDL, as the forest map shows, that there was no significant difference between the low-carbohydrate diet group and the control group at 6–11 months, 12–23 months, and 24 months" All other factors improved (blood pressure, triglycerides, etc) The meta analysis concluded: "In conclusion, the overall effect of a low-carbohydrate diet on cardiovascular risk factors tended to be favorable at less than 6 months and 6–11 months, but after 2 years of a low-carbohydrate diet, there was no significant effect on cardiovascular risk factors" So short term: CVD risk factors are improved, long term, things don't get worse". This mirrors what I see in clinical practice and with myself having been low carb full time since the start of 2020 - all my CVD risk markers are in the normal range. Study source: The reporter also talks about low carb as a "restrictive diet". What's more restrictive: Giving up bagels, bread, sweets and other junk IN FAVOUR OF protein, vegetables etc Or Giving up solid food entirely for a 850kcal liquid diet for months? Despite the latter being far more restrictive it has been rolled out nationally by the NHS. Nothing wrong with this as it works but so does low carb. Why not give patients a choice? The reporter also says Dr Unwins results are just because of the support he provides. Whilst support matters (a lot), this is blatant misinformation. Plenty of studies show that reducing carbs is disproportionately better for those with diabetes than low fat. Here are some: In 2023 Novo Nordisk published a randomized controlled trial comparing low carb to low fat for diabetes. They found: 🩸 Low carb led to the greatest reduction in hba1c 💉 Only the low carb group reduced medications 📉 Low carb had the greatest reduction in triglycerides + higher HDL (LDL was similar) ⚖️ Low carb group lost more weight + more fat spontaneously despite eating more calories 🩸 Systolic blood pressure was lower for low carb The low carb group non significantly raises their LDL but 0.23mmol. The researchers said: "we consider the beneficial effects of low carb to outweigh the minor increase in LDL (0.23mmol) induced by the diet. This is supported by other studies" So low carb is better and CVD risk markers overall improved. Naturally, the study was hidden behind a Paywall. Link: I can hear the skeptics now: "But Mike, this is one study, it's not enough" Ok here's a meta analysis showing that hba1c is directly proportional to the carbs eaten: This meta analysis concluded:

Mike - Low Carb Dietitian

17,028 görüntüleme • 1 yıl önce

#SoulShackRadio EXCLUSIVE. Two of Zimbabwe’s radio and broadcasting legends, James JCJ Makamba aka The Tall Groover and John The Boss Matinde together in Harare. Seeing these two in the same space after more than 40 years, planning a joint show on Classic263 this Saturday, is massive news for old-skoolers like me. James Makamba, along with other radio giants of the 70s and early 80s like Ephraim Chamba, Ishmael Kadungure, Hilton “Dr Bobo’’ Mambo, Wellington Mbofana, Mike “Big Sam’’ Mhundwa, Webster Shamhu, Ray Chirisa, Roy Brassington, Sally Donaldson, Jill Baker, Lawford Sutton-Pryce , Mike Westcott, Martin Locke, Forbes Kahari, Patrick “Uncle George’’ Bajila and many others, shaped Zimbabwean radio during its golden era. Personally, James Makamba is the reason I ever thought of getting into radio presenting. I followed his programmes religiously as a youngster. I even wrote into one of his Coca-Cola–sponsored shows where listeners could win a chance to meet him and record greetings in the studio. I still remember going up to Robinson House on the 9th floor, at APL, the production house that recorded the programme. That building sits right by QV Pharmacy, the legendary corner of Union Avenue and Angwa Street. Back in the late 70s, that spot was the meeting point. No mobile phones then so dates were arranged on the landline at home and you just hoped your person showed up. QV was the landmark we used when we linked up with our chicks. I will never forget sitting across from my hero, the legend JCJ. If only I’d had a camera that day, that photo would’ve been priceless. John Matinde won my ears later when he became one of the pioneering DJs on Radio 3, after its transition from Radio Jacaranda. If memory serves me right, John had also worked at APL where JCJ was oresenting programmes for men's fashion outfitters Barons, Topman and Modique and when he moved to Radio 3 he took Ishmael Kadungure, Wellington Mbofana and Mike Mhundwa with him. Anyway, I got carried away. The breaking news is simple. These two giants are reuniting on air on John’s show Sounds On Saturday this Saturday, 29 November 2025 at 12:02pm CAT on Classic263. This time they’ll be broadcasting live as in together , not virtually from a Harare studio, made possible by Tony “Chief Capone’’ Chihota of A Piece of Ebony, one of the pioneering Zim hip hop groups that once featured a young Chiwoniso Maraire. I look forward to that, don’t miss it. And while I have your attention, don’t forget to tune into my show, the #PyjamaParty, 9am–10am on the same station. (Shameless plug, I know.) 😆😆😆

#SoulShackRadio EXCLUSIVE. Two of Zimbabwe’s radio and broadcasting legends, James JCJ Makamba aka The Tall Groover and John The Boss Matinde together in Harare. Seeing these two in the same space after more than 40 years, planning a joint show on Classic263 this Saturday, is massive news for old-skoolers like me. James Makamba, along with other radio giants of the 70s and early 80s like Ephraim Chamba, Ishmael Kadungure, Hilton “Dr Bobo’’ Mambo, Wellington Mbofana, Mike “Big Sam’’ Mhundwa, Webster Shamhu, Ray Chirisa, Roy Brassington, Sally Donaldson, Jill Baker, Lawford Sutton-Pryce , Mike Westcott, Martin Locke, Forbes Kahari, Patrick “Uncle George’’ Bajila and many others, shaped Zimbabwean radio during its golden era. Personally, James Makamba is the reason I ever thought of getting into radio presenting. I followed his programmes religiously as a youngster. I even wrote into one of his Coca-Cola–sponsored shows where listeners could win a chance to meet him and record greetings in the studio. I still remember going up to Robinson House on the 9th floor, at APL, the production house that recorded the programme. That building sits right by QV Pharmacy, the legendary corner of Union Avenue and Angwa Street. Back in the late 70s, that spot was the meeting point. No mobile phones then so dates were arranged on the landline at home and you just hoped your person showed up. QV was the landmark we used when we linked up with our chicks. I will never forget sitting across from my hero, the legend JCJ. If only I’d had a camera that day, that photo would’ve been priceless. John Matinde won my ears later when he became one of the pioneering DJs on Radio 3, after its transition from Radio Jacaranda. If memory serves me right, John had also worked at APL where JCJ was oresenting programmes for men's fashion outfitters Barons, Topman and Modique and when he moved to Radio 3 he took Ishmael Kadungure, Wellington Mbofana and Mike Mhundwa with him. Anyway, I got carried away. The breaking news is simple. These two giants are reuniting on air on John’s show Sounds On Saturday this Saturday, 29 November 2025 at 12:02pm CAT on Classic263. This time they’ll be broadcasting live as in together , not virtually from a Harare studio, made possible by Tony “Chief Capone’’ Chihota of A Piece of Ebony, one of the pioneering Zim hip hop groups that once featured a young Chiwoniso Maraire. I look forward to that, don’t miss it. And while I have your attention, don’t forget to tune into my show, the #PyjamaParty, 9am–10am on the same station. (Shameless plug, I know.) 😆😆😆

King Jay🇿🇼

29,318 görüntüleme • 9 ay önce

P*ssed off father addresses township board over the cover up of an accident where his wife his son were hit by the son of a friend of the chief of police. This father is demanding accountability at a North Huntingdon Township Board of Commissioners meeting, but the backstory behind this confrontation is a chilling look at a family's fight against small-town corruption. On July 7, 2024, Kathleen Morcheid was driving with her 13-month-old son, Jordan, when a vehicle driven by 22-year-old Nolan Patrick Mullen crossed the center line, striking them nearly head-on. Accident reconstruction experts later testified that Mullen was flying at 90 MPH in a 35 MPH zone just five seconds before the collision. While the toddler miraculously survived without major injuries, Kathleen suffered life-altering harm, including a severe traumatic brain injury and permanent physical tremors that stripped her of her career as a nurse. Nicholas Carrozza, the child’s father seen at the podium, quickly uncovered what he alleges is a deep-seated conflict of interest. Local critics and public complaints allege that Mullen’s father was close personal friends with high-ranking local police officials. Carrozza claims responding officers failed to perform standard on-scene sobriety testing, ignored witnesses who saw the driver laughing after the crash, and systematically stonewalled his family's Right-to-Know requests for body camera footage and basic police reports. The systemic frustration peaked when the District Attorney’s office offered Mullen a lenient plea deal—dismissing the felony chargesin exchange for probation and home electronic monitoring. Fortunately, a Westmoreland County judge took the unusual step of rejecting the plea deal, stating home monitoring was entirely inappropriate for an offense requiring prison time. Carrozza fought back with constitutional law. He openly called out Township Manager Harry Fulk for attempting to bypass him, exposed threats of arrest from the DA for asking questions, and vowed to strip the board members of their qualified immunity via a federal civil rights lawsuit under 42 U.S.C. § 1983. As of June 2026 The fallout has turned into a massive First Amendment battle. Instead of transparent answers, local authorities hit Carrozza with a wave of criminal charges, ordering him to stand trial for misdemeanor counts of disrupting a public meeting, illegal recording in a police lobby, and endangering a public official after he posted an officer's photo online to criticize the department. Carrozza maintains that these charges are an unconstitutional overreach designed to criminalize citizen activism and silence a father demanding justice for his permanently injured wife and child. Meanwhile, the family home has fallen into foreclosure due to mounting medical debt. As far as the driver. Mullen's defense attorney requested a special pretrial hearing to challenge the state's evidence, specifically arguing that Morcheid's injuries did not legally meet the threshold of "serious bodily injury" and that the felony charge should be thrown out. Judge Stewart firmly rejected the defense's request to drop the felony charge. The judge noted that Morcheid's daily life remains entirely upended by her ongoing brain injury symptoms, headaches, speech issues, and physical tremors. The prosecution also successfully presented accident reconstruction data proving Mullen was driving 90 MPH in a 35 MPH zone just five seconds before the impact, which the court agreed was the absolute "definition of recklessness." Because the defense's efforts to dismiss the charges failed, Judge Stewart ruled that the final determination of fault and the severity of the crash must be decided by a local jury. Mullen remains charged with felony aggravated assault by vehicle, misdemeanor reckless endangerment, and multiple traffic summaries as the case moves toward a formal criminal trial.

P*ssed off father addresses township board over the cover up of an accident where his wife his son were hit by the son of a friend of the chief of police. This father is demanding accountability at a North Huntingdon Township Board of Commissioners meeting, but the backstory behind this confrontation is a chilling look at a family's fight against small-town corruption. On July 7, 2024, Kathleen Morcheid was driving with her 13-month-old son, Jordan, when a vehicle driven by 22-year-old Nolan Patrick Mullen crossed the center line, striking them nearly head-on. Accident reconstruction experts later testified that Mullen was flying at 90 MPH in a 35 MPH zone just five seconds before the collision. While the toddler miraculously survived without major injuries, Kathleen suffered life-altering harm, including a severe traumatic brain injury and permanent physical tremors that stripped her of her career as a nurse. Nicholas Carrozza, the child’s father seen at the podium, quickly uncovered what he alleges is a deep-seated conflict of interest. Local critics and public complaints allege that Mullen’s father was close personal friends with high-ranking local police officials. Carrozza claims responding officers failed to perform standard on-scene sobriety testing, ignored witnesses who saw the driver laughing after the crash, and systematically stonewalled his family's Right-to-Know requests for body camera footage and basic police reports. The systemic frustration peaked when the District Attorney’s office offered Mullen a lenient plea deal—dismissing the felony chargesin exchange for probation and home electronic monitoring. Fortunately, a Westmoreland County judge took the unusual step of rejecting the plea deal, stating home monitoring was entirely inappropriate for an offense requiring prison time. Carrozza fought back with constitutional law. He openly called out Township Manager Harry Fulk for attempting to bypass him, exposed threats of arrest from the DA for asking questions, and vowed to strip the board members of their qualified immunity via a federal civil rights lawsuit under 42 U.S.C. § 1983. As of June 2026 The fallout has turned into a massive First Amendment battle. Instead of transparent answers, local authorities hit Carrozza with a wave of criminal charges, ordering him to stand trial for misdemeanor counts of disrupting a public meeting, illegal recording in a police lobby, and endangering a public official after he posted an officer's photo online to criticize the department. Carrozza maintains that these charges are an unconstitutional overreach designed to criminalize citizen activism and silence a father demanding justice for his permanently injured wife and child. Meanwhile, the family home has fallen into foreclosure due to mounting medical debt. As far as the driver. Mullen's defense attorney requested a special pretrial hearing to challenge the state's evidence, specifically arguing that Morcheid's injuries did not legally meet the threshold of "serious bodily injury" and that the felony charge should be thrown out. Judge Stewart firmly rejected the defense's request to drop the felony charge. The judge noted that Morcheid's daily life remains entirely upended by her ongoing brain injury symptoms, headaches, speech issues, and physical tremors. The prosecution also successfully presented accident reconstruction data proving Mullen was driving 90 MPH in a 35 MPH zone just five seconds before the impact, which the court agreed was the absolute "definition of recklessness." Because the defense's efforts to dismiss the charges failed, Judge Stewart ruled that the final determination of fault and the severity of the crash must be decided by a local jury. Mullen remains charged with felony aggravated assault by vehicle, misdemeanor reckless endangerment, and multiple traffic summaries as the case moves toward a formal criminal trial.

Giggling Ganon

1,640,554 görüntüleme • 2 ay önce

Chicago Bears: The Deep Ball Façade As a Chicago Bears truther, I gotta keep it 💯 There are many Bears fans posting “Amazing” out of the pocket deep ball highlights of Caleb Williams Obviously, we don’t see those kinds of throws everyday. It’s insane!! But deep ball playmaking isn’t new to Chicago. Nor is it the focal point of Ben Johnson’s offense. If the Bears are going to be great, we have to become more efficient from the pocket. Pass percentage must go up, time in pocket must come down. Living outside the pocket will hinder our ability to be efficient and to win a Super Bowl #1 Deep Ball was always there Justin Fields in 2023 had one of the most efficient deep balls in the league. Not only that, the majority of his deep balls came from the pocket which is what you want from your QB. As good as the Bears were as a whole last year, the deep ball was far more efficient in 2023. But living on the deep ball and living out the pocket comes with limitations. We have to focus on the fundamentals #2 Ben Johnson is the catalyst Similar to 2023, Bears offense in 2024 had explosive plays followed by inconsistent offense and inept situational football by the head coach Poor offensive line, poor offensive scheme, and inept head coach were the core issues. Ryan Poles thought QB was the main issue and then 2024 happened. We learned quick that it takes more than a talented QB to win football games. Ben Johnson has alleviated all of those concerns. He has made Bears offensive line the focal point! His scheme has been top of the league since he became OC in Detroit. And his situational football awareness far superior than Eberflus. Bears fans must recognize that Ben Johnson is the catalyst of the Bears offensive turnaround, and team success. Now give him what he needs! He wants 3 tight ends? Give it to him He wants more Luther Burden? Give it to him He wants more efficiency out of his QB? Let’s make that the focal point.. #3 Ben Johnson needs a point guard at QB Efficiency in the pocket, time to throw, and passing EPA are far more important to Ben Johnson’s offense than out of pocket deep balls. We need Caleb to be that killer still, but it’s the fundamentals that will allow Bears to take the next step. This offense doesn’t need a Michael Jordan at QB. Ben Johnson would much rather have an Isiah Thomas at QB because this offense has enough Bad Boys to get the job done. Feed the WRs! Get the ball out of your hands quicker! Allow deep ball to be the counter punch of the offense. #4 It’s all there.. The pre-snap awareness, post snap awareness, efficiency from pocket, and pass velocity all scream franchise QB. When you look at Caleb Williams in the pocket on short to intermediate passes, it looks effortless. The ball leaves his hand lightning quick, it’s placed where it’s supposed to be, and WR is able to make a play after the catch. We have to see more of this and it starts now. CW has to trust Ben Johnson’s offense and his WRs more. Conclusion: If we wanted a QB to scramble and throw deep balls, Justin Fields would still be a Chicago Bear What makes Caleb unique, is that he can be a hunter down the field but also has the upside to be a Drew Brees type of QB in the pocket. I rather see more clips of Caleb playing in rhythm and in the pocket , than deep bombs out the pocket. There will be struggles, but that’s ok. I much rather see our QB struggle making the right throws in OTAs than masking it with his gift as an out the pocket thrower.

Chicago Bears: The Deep Ball Façade As a Chicago Bears truther, I gotta keep it 💯 There are many Bears fans posting “Amazing” out of the pocket deep ball highlights of Caleb Williams Obviously, we don’t see those kinds of throws everyday. It’s insane!! But deep ball playmaking isn’t new to Chicago. Nor is it the focal point of Ben Johnson’s offense. If the Bears are going to be great, we have to become more efficient from the pocket. Pass percentage must go up, time in pocket must come down. Living outside the pocket will hinder our ability to be efficient and to win a Super Bowl #1 Deep Ball was always there Justin Fields in 2023 had one of the most efficient deep balls in the league. Not only that, the majority of his deep balls came from the pocket which is what you want from your QB. As good as the Bears were as a whole last year, the deep ball was far more efficient in 2023. But living on the deep ball and living out the pocket comes with limitations. We have to focus on the fundamentals #2 Ben Johnson is the catalyst Similar to 2023, Bears offense in 2024 had explosive plays followed by inconsistent offense and inept situational football by the head coach Poor offensive line, poor offensive scheme, and inept head coach were the core issues. Ryan Poles thought QB was the main issue and then 2024 happened. We learned quick that it takes more than a talented QB to win football games. Ben Johnson has alleviated all of those concerns. He has made Bears offensive line the focal point! His scheme has been top of the league since he became OC in Detroit. And his situational football awareness far superior than Eberflus. Bears fans must recognize that Ben Johnson is the catalyst of the Bears offensive turnaround, and team success. Now give him what he needs! He wants 3 tight ends? Give it to him He wants more Luther Burden? Give it to him He wants more efficiency out of his QB? Let’s make that the focal point.. #3 Ben Johnson needs a point guard at QB Efficiency in the pocket, time to throw, and passing EPA are far more important to Ben Johnson’s offense than out of pocket deep balls. We need Caleb to be that killer still, but it’s the fundamentals that will allow Bears to take the next step. This offense doesn’t need a Michael Jordan at QB. Ben Johnson would much rather have an Isiah Thomas at QB because this offense has enough Bad Boys to get the job done. Feed the WRs! Get the ball out of your hands quicker! Allow deep ball to be the counter punch of the offense. #4 It’s all there.. The pre-snap awareness, post snap awareness, efficiency from pocket, and pass velocity all scream franchise QB. When you look at Caleb Williams in the pocket on short to intermediate passes, it looks effortless. The ball leaves his hand lightning quick, it’s placed where it’s supposed to be, and WR is able to make a play after the catch. We have to see more of this and it starts now. CW has to trust Ben Johnson’s offense and his WRs more. Conclusion: If we wanted a QB to scramble and throw deep balls, Justin Fields would still be a Chicago Bear What makes Caleb unique, is that he can be a hunter down the field but also has the upside to be a Drew Brees type of QB in the pocket. I rather see more clips of Caleb playing in rhythm and in the pocket , than deep bombs out the pocket. There will be struggles, but that’s ok. I much rather see our QB struggle making the right throws in OTAs than masking it with his gift as an out the pocket thrower.

White Cunningham

17,634 görüntüleme • 3 ay önce

NEW ROBOT BENCHMARK: If your robot can do Origami, it can do anything! Called The Robotic Origami Challenge, it is a dexterous-manipulation competition and benchmark held at IROS 2026, organized by 13 co-organizers with the Nippon Origami Association as judge and task curator -> pretty cool to have them on board imho. The evaluation consists of single task: a traditional Japanese paper airplane, in exactly six folds, from a 15×15 cm sheet of ≥60 gsm paper, on a competition-supplied standardized rig (bimanual arms + Sharpa Hands), both remotely and on-site. Teams bring policies, not hardware. An "Origami Grand Master" declares pass/fail on crease accuracy, structural fidelity, symmetry and paper integrity. Among passes, faster folds rank higher, with a 10-minute-per-attempt ceiling and flight explicitly irrelevant to the score. -> I find it interesting how they chose to evaluate the task. Quality is a binary pass or fail, therefore speed becomes the only thing graded here. Speed is currently the bottleneck in dexterous manipulation though, so this choice makes sense. I wonder whether there could be finer ways to grade the qaulity of such a creative task though. When it comes to data, registered teams get 500+ teleoperation episodes (six camera streams, 65-D joint state/action, 10-fingertip 6-axis tactile), an NVIDIA Isaac Sim environment with thin-shell paper physics (plastic creasing + fold memory), digital twins of every partner hand, and a remote eval lab (upload a policy, queue an eval, get scored). Still, I think it is a great dexterity benchmark the field badly needs, it supplies the hardware, an outside human judges, and the pass criterion is externally defined -> all three degrees of freedom are checked! Neutral measurement layer, here we go! The task is engineered to be un-gameable and to isolate pure dexterity. A known figure, exactly six folds, judged on creases, with flight explicitly declared irrelevant (the latter makes sense to me). Therefore, this underlines the goal to focus on dexterity, not task-selection or other strategies. I really like origami as an ideal controlled dexterity task: deterministic goal, deformable medium, sequential, bimanual, precision-bound. I am just not quite satisfied again by the binary pass or fail, I think quality of execution could be finely graded! But again, I understand this is not the goal yet. Also interesting to see the Sharpa Hands as de facto standard for everyone. Total land-grab that anoints Sharpa as the reference dexterous hand, also featured in Google's Gemini Robotics 2. By providing the hardware, the benchmark measures software while quietly making "good on Sharpa" the definition of good, and Sharpa gets real world data and feedback as a bonus. That's smart, the data flywheel starts spinning. The provided dataset is the richest tactile-manipulation corpus I have seen yet: 10-fingertip 6-axis tactile, plus plastic creasing and fold memory. 500+ teleop episodes with six camera streams, 65-D joint state/action, and ten fingertip 6-axis tactile sensors. The force/tactile channel are parts of the the benchmark's data, this is the first time I see this. Credits where it's due: organizers include Yang Gao, Noriaki Hirose, Steve Xie, Chris Paxton, Jiafei Duan, Michael Cho - Rbt/Acc, Michael Yuan, Haoquan Fang, and others.

NEW ROBOT BENCHMARK: If your robot can do Origami, it can do anything! Called The Robotic Origami Challenge, it is a dexterous-manipulation competition and benchmark held at IROS 2026, organized by 13 co-organizers with the Nippon Origami Association as judge and task curator -> pretty cool to have them on board imho. The evaluation consists of single task: a traditional Japanese paper airplane, in exactly six folds, from a 15×15 cm sheet of ≥60 gsm paper, on a competition-supplied standardized rig (bimanual arms + Sharpa Hands), both remotely and on-site. Teams bring policies, not hardware. An "Origami Grand Master" declares pass/fail on crease accuracy, structural fidelity, symmetry and paper integrity. Among passes, faster folds rank higher, with a 10-minute-per-attempt ceiling and flight explicitly irrelevant to the score. -> I find it interesting how they chose to evaluate the task. Quality is a binary pass or fail, therefore speed becomes the only thing graded here. Speed is currently the bottleneck in dexterous manipulation though, so this choice makes sense. I wonder whether there could be finer ways to grade the qaulity of such a creative task though. When it comes to data, registered teams get 500+ teleoperation episodes (six camera streams, 65-D joint state/action, 10-fingertip 6-axis tactile), an NVIDIA Isaac Sim environment with thin-shell paper physics (plastic creasing + fold memory), digital twins of every partner hand, and a remote eval lab (upload a policy, queue an eval, get scored). Still, I think it is a great dexterity benchmark the field badly needs, it supplies the hardware, an outside human judges, and the pass criterion is externally defined -> all three degrees of freedom are checked! Neutral measurement layer, here we go! The task is engineered to be un-gameable and to isolate pure dexterity. A known figure, exactly six folds, judged on creases, with flight explicitly declared irrelevant (the latter makes sense to me). Therefore, this underlines the goal to focus on dexterity, not task-selection or other strategies. I really like origami as an ideal controlled dexterity task: deterministic goal, deformable medium, sequential, bimanual, precision-bound. I am just not quite satisfied again by the binary pass or fail, I think quality of execution could be finely graded! But again, I understand this is not the goal yet. Also interesting to see the Sharpa Hands as de facto standard for everyone. Total land-grab that anoints Sharpa as the reference dexterous hand, also featured in Google's Gemini Robotics 2. By providing the hardware, the benchmark measures software while quietly making "good on Sharpa" the definition of good, and Sharpa gets real world data and feedback as a bonus. That's smart, the data flywheel starts spinning. The provided dataset is the richest tactile-manipulation corpus I have seen yet: 10-fingertip 6-axis tactile, plus plastic creasing and fold memory. 500+ teleop episodes with six camera streams, 65-D joint state/action, and ten fingertip 6-axis tactile sensors. The force/tactile channel are parts of the the benchmark's data, this is the first time I see this. Credits where it's due: organizers include Yang Gao, Noriaki Hirose, Steve Xie, Chris Paxton, Jiafei Duan, Michael Cho - Rbt/Acc, Michael Yuan, Haoquan Fang, and others.

Léo

28,568 görüntüleme • 21 gün önce

$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated 42% GPUs to $AMD and 58% to $NVDA OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $620 PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding, projected to reach $500 billion by 2028(is now heading $1Tril), driven by insatiable demand for training and inference compute in large language models (LLMs), recommendation systems, and autonomous systems. Nvidia ($NVDA) has long held a stranglehold, commanding over 90% market share through its CUDA ecosystem and superior rack-scale solutions. However, AMD is mounting a formidable challenge, leveraging cost advantages, open-source software momentum, and hyperscaler partnerships to erode Nvidia's moat. Recent deals—such as Meta's ($META) allocation of 42% of its GPU capacity to AMD and OpenAI's commitment to 6GW of AMD compute (versus 10GW for Nvidia)—signal a tipping point. At the forefront is AMD's Instinct MI450 series, a next-generation AI GPU slated for H2 2026 launch, which promises "no-excuses" leadership in training, inference, and distributed workloads. This analysis dissects how AMD will capture more market share and why hyperscalers like $Meta , xAI , Oracle , and others are poised to become voracious buyers of the MI450. AMD's AI GPU revenue has surged from negligible levels in 2022 to an estimated $4-5 billion in 2025, capturing ~6% of the data center GPU market. This growth stems from the Instinct MI300X, which offers 141GB of HBM3 memory and competitive FP8/FP16 performance at 20-30% lower cost than Nvidia's H100. Hyperscalers, facing NVIDIA 's overcharging, have turned to AMD for diversification. Meta, for instance, plans 600,000 H100-equivalent GPUs by end-2024, with ~42% (or 250,000+ units) sourced from AMD's MI300 series for inference tasks like image editing and AI assistants. Similarly, OpenAI's recent multi-year deal commits to 6GW of AMD compute—equivalent to ~300,000-400,000 MI450 GPUs—starting with 1GW in 2026, explicitly to counterbalance its 10GW Nvidia allocation. These aren't one-offs. Microsoft Azure, Amazon AWS, and Oracle Cloud Infrastructure (OCI) have integrated MI300X for AI workloads, with Oracle deploying 30,000 MI355X units in zettascale clusters. xAI, Elon Musk Musk's AI venture, ran 30% of Grok-1's production traffic on MI300X GPUs and has confirmed ongoing purchases. Collectively, these partners represent over $400 billion in projected AI infrastructure spend through 2028, with AMD targeting up to 40% market share. For those that subscribed, I wrote a specific thread on how AMD "secret weapon" is going to change the game in 2026 with an improved designs on all its products, yes AMD has patent on it. Software is the linchpin. AMD's ROCm platform, once derided as "half-baked," now supports day-zero integration for Llama-4, DeepSeek V3, and GPT-OSS models—closing the CUDA gap. Benchmarks show MI355X (MI450 precursor) outperforming Nvidia's B200 in inference by 1.5-2x on memory-bound tasks, at 25-35% lower TCO. For training, MI450's rack-scale IF128 configuration (128 GPUs, 1.4 PB/s intra-rack bandwidth) rivals Nvidia's VR200 NVL144, enabling clusters like xAI's Colossus (scaling to 1M GPUs). My below thread projected Etimated conservative FY 25 revenue: $34-$36B Estimated conservative FY 26 revenue: $55B-$62B Below is why $AMD is revenue is going to be much higher after OpenAI deal. 1. OpenAI 1GW in 2026. With high demand for MI355X at $30,000k+ per unit, with MI450 is likely to be sold in the $45k-$55k. We can safely calcuate 1GW would require roughly 400,000 MI450 GPUs. or Roughly ~$20B revenue in 2026 alone from OpenAI. That would mean $AMD would hit $56B just from one partnership(OpenAI) in 2026 2. $META, the biggest spender on AI Infrastructure right now, Daddy Zuckerberg bought 250,000+ MI300, and is buying MI355X for recommendation engines and Llama training. It is very unlikely for Daddy Zuck to slow down AMD Chips, due to its Inference superiority to NVDA Chips. Most likely we will see at least 300,000-400,000 MI355X ordered from now toward end of H1 2025. And another 300,000-500,000 MI450 by H2 2025. Or ~$20B from just Meta in H2 alone, excluded H1. 3. xAI : Musk confirmed "AMD GPUs work very well" for Grok's small/medium models, with 30% of Grok-1 on MI300X. xAI's Colossus (200K+ GPUs, targeting 1M) and Oracle partnership (via OCI's MI355X cluster) position it for MI450 trials in H1 2026. With $6B funding and Grok integration into Oracle services, xAI could allocate 10-20% ($10B-$15B) to MI450 for distributed inference. We haven't heard the detail from Daddy Elon Musk yet, but most likely not going to be spending less than OpenAI or Sam Altman 4. Oracle ($ORCL): A multi-billion-dollar MI355X deal powers OCI's AI superclusters, with $500B+ remaining performance obligations. Larry Ellison's zettascale ambitions and xAI/OpenAI integrations make Oracle a MI450 anchor tenant—projected 50-100k units ($15B+ spend) for enterprise AI platforms. $ORCL is likely to spend more on the new "secret weapon" due to its capability in AI inference and cost advantage for $500B backlog. 5. Others ( Microsoft , Amazon , Saudi+other countries): Microsoft (Azure MI300X for training) and Amazon ($148B 15-year spend) test MI450 via Stargate ($500B with Oracle/SoftBank). Emerging buyers like G42 (5GW UAE campus), Crusoe, and Hot Aisle add 5-10GW demand. These potentially would add $15B-$30B in 2026 alone. We also need to factor in $TSM supply constraint( $NVDA is TSMC favorite), so $AMD market cap/growth is being tamed by TSMC. So what are you saying Mike, well $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly 185% growth YoYo. So what does that mean for valuation? I have no idea how Mr. Market gonna value AMD in 2026 with 3 digits growth. My Conservative $620 was my best projection until today with OpenAI partnership. I'm telling you as one of the biggest AMD bull, that I will leave it to "smart money" and other investors to do the price discovery while I'm chilling and writing DDs daily. Lastly, AMD's MI450 isn't hype—it's a calibrated strike at Nvidia's vulnerabilities, amplified by hyperscaler bets like Meta's 42% allocation and OpenAI's 6GW lifeline. By prioritizing inference efficiency, rack-scale innovation, and open ecosystems, AMD will siphon 10-15% share in 2026, scaling to 20%+ as TCO trumps CUDA loyalty. Meta, xAI, Oracle et al. aren't passive; they're active co-designers, betting billions on MI450 to fuel AGI pursuits without Nvidia's premium. For investors, this is AMD's inflection Per Dr. Lisa Su Not Financial Advice!

$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated 42% GPUs to $AMD and 58% to $NVDA OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $620 PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding, projected to reach $500 billion by 2028(is now heading $1Tril), driven by insatiable demand for training and inference compute in large language models (LLMs), recommendation systems, and autonomous systems. Nvidia ($NVDA) has long held a stranglehold, commanding over 90% market share through its CUDA ecosystem and superior rack-scale solutions. However, AMD is mounting a formidable challenge, leveraging cost advantages, open-source software momentum, and hyperscaler partnerships to erode Nvidia's moat. Recent deals—such as Meta's ($META) allocation of 42% of its GPU capacity to AMD and OpenAI's commitment to 6GW of AMD compute (versus 10GW for Nvidia)—signal a tipping point. At the forefront is AMD's Instinct MI450 series, a next-generation AI GPU slated for H2 2026 launch, which promises "no-excuses" leadership in training, inference, and distributed workloads. This analysis dissects how AMD will capture more market share and why hyperscalers like $Meta , xAI , Oracle , and others are poised to become voracious buyers of the MI450. AMD's AI GPU revenue has surged from negligible levels in 2022 to an estimated $4-5 billion in 2025, capturing ~6% of the data center GPU market. This growth stems from the Instinct MI300X, which offers 141GB of HBM3 memory and competitive FP8/FP16 performance at 20-30% lower cost than Nvidia's H100. Hyperscalers, facing NVIDIA 's overcharging, have turned to AMD for diversification. Meta, for instance, plans 600,000 H100-equivalent GPUs by end-2024, with ~42% (or 250,000+ units) sourced from AMD's MI300 series for inference tasks like image editing and AI assistants. Similarly, OpenAI's recent multi-year deal commits to 6GW of AMD compute—equivalent to ~300,000-400,000 MI450 GPUs—starting with 1GW in 2026, explicitly to counterbalance its 10GW Nvidia allocation. These aren't one-offs. Microsoft Azure, Amazon AWS, and Oracle Cloud Infrastructure (OCI) have integrated MI300X for AI workloads, with Oracle deploying 30,000 MI355X units in zettascale clusters. xAI, Elon Musk Musk's AI venture, ran 30% of Grok-1's production traffic on MI300X GPUs and has confirmed ongoing purchases. Collectively, these partners represent over $400 billion in projected AI infrastructure spend through 2028, with AMD targeting up to 40% market share. For those that subscribed, I wrote a specific thread on how AMD "secret weapon" is going to change the game in 2026 with an improved designs on all its products, yes AMD has patent on it. Software is the linchpin. AMD's ROCm platform, once derided as "half-baked," now supports day-zero integration for Llama-4, DeepSeek V3, and GPT-OSS models—closing the CUDA gap. Benchmarks show MI355X (MI450 precursor) outperforming Nvidia's B200 in inference by 1.5-2x on memory-bound tasks, at 25-35% lower TCO. For training, MI450's rack-scale IF128 configuration (128 GPUs, 1.4 PB/s intra-rack bandwidth) rivals Nvidia's VR200 NVL144, enabling clusters like xAI's Colossus (scaling to 1M GPUs). My below thread projected Etimated conservative FY 25 revenue: $34-$36B Estimated conservative FY 26 revenue: $55B-$62B Below is why $AMD is revenue is going to be much higher after OpenAI deal. 1. OpenAI 1GW in 2026. With high demand for MI355X at $30,000k+ per unit, with MI450 is likely to be sold in the $45k-$55k. We can safely calcuate 1GW would require roughly 400,000 MI450 GPUs. or Roughly ~$20B revenue in 2026 alone from OpenAI. That would mean $AMD would hit $56B just from one partnership(OpenAI) in 2026 2. $META, the biggest spender on AI Infrastructure right now, Daddy Zuckerberg bought 250,000+ MI300, and is buying MI355X for recommendation engines and Llama training. It is very unlikely for Daddy Zuck to slow down AMD Chips, due to its Inference superiority to NVDA Chips. Most likely we will see at least 300,000-400,000 MI355X ordered from now toward end of H1 2025. And another 300,000-500,000 MI450 by H2 2025. Or ~$20B from just Meta in H2 alone, excluded H1. 3. xAI : Musk confirmed "AMD GPUs work very well" for Grok's small/medium models, with 30% of Grok-1 on MI300X. xAI's Colossus (200K+ GPUs, targeting 1M) and Oracle partnership (via OCI's MI355X cluster) position it for MI450 trials in H1 2026. With $6B funding and Grok integration into Oracle services, xAI could allocate 10-20% ($10B-$15B) to MI450 for distributed inference. We haven't heard the detail from Daddy Elon Musk yet, but most likely not going to be spending less than OpenAI or Sam Altman 4. Oracle ($ORCL): A multi-billion-dollar MI355X deal powers OCI's AI superclusters, with $500B+ remaining performance obligations. Larry Ellison's zettascale ambitions and xAI/OpenAI integrations make Oracle a MI450 anchor tenant—projected 50-100k units ($15B+ spend) for enterprise AI platforms. $ORCL is likely to spend more on the new "secret weapon" due to its capability in AI inference and cost advantage for $500B backlog. 5. Others ( Microsoft , Amazon , Saudi+other countries): Microsoft (Azure MI300X for training) and Amazon ($148B 15-year spend) test MI450 via Stargate ($500B with Oracle/SoftBank). Emerging buyers like G42 (5GW UAE campus), Crusoe, and Hot Aisle add 5-10GW demand. These potentially would add $15B-$30B in 2026 alone. We also need to factor in $TSM supply constraint( $NVDA is TSMC favorite), so $AMD market cap/growth is being tamed by TSMC. So what are you saying Mike, well $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly 185% growth YoYo. So what does that mean for valuation? I have no idea how Mr. Market gonna value AMD in 2026 with 3 digits growth. My Conservative $620 was my best projection until today with OpenAI partnership. I'm telling you as one of the biggest AMD bull, that I will leave it to "smart money" and other investors to do the price discovery while I'm chilling and writing DDs daily. Lastly, AMD's MI450 isn't hype—it's a calibrated strike at Nvidia's vulnerabilities, amplified by hyperscaler bets like Meta's 42% allocation and OpenAI's 6GW lifeline. By prioritizing inference efficiency, rack-scale innovation, and open ecosystems, AMD will siphon 10-15% share in 2026, scaling to 20%+ as TCO trumps CUDA loyalty. Meta, xAI, Oracle et al. aren't passive; they're active co-designers, betting billions on MI450 to fuel AGI pursuits without Nvidia's premium. For investors, this is AMD's inflection Per Dr. Lisa Su Not Financial Advice!

Mike

711,006 görüntüleme • 10 ay önce

MIND BLOWING 🤯 Patrick Wood connects J.D. Vance, Don Trump Jr., Charlie Kirk, and Peter Thiel via the 1789 capital firm. The firm's first investment? Tucker Carlson. Howse: "What do you think the goal and objective is of these folks? ...Technocracy?" Wood: "Absolutely." This clip of Patrick Wood (Patrick Wood), an economic and market forecaster, speaker, and author of Technocracy Rising: The Trojan Horse of Global Transformation and Technocracy: The Hard Road to World Order, is taken from an interview with Brannon Howse (Brannon Howse) posted to YouTube on November 7, 2025. Note that Wood says that "We see Peter Thiel in everything going back at least 25 years, starting with the PayPal mafia. And now he's just everywhere you look. And all of a sudden he shows up here in this story where he's with J.D. Vance and Tucker Carlson and Charlie Kirk, et cetera, et cetera, et cetera. He's everywhere, it seems like. And this is not a mistake for sure." ----------------Partial transcription of clip--------------- Wood: "This is so deep at this point. I'm still kind of figuring out where all of these connections are. But we see John Don Jr. JD Vance, Charlie Kirk, Tucker Carlson." Howse: "Wait a minute. Charlie Kirk was at this meeting? Wood: "Not exactly, but he was one of the first investors in the 1789 capital firm." Howse: "Was he really?" Wood: "Yes, he was. [And] this basically kind of debunks the idea that, he had a brush-in with Peter Thiel when he was in college, or before he went to college." Howse: "And you're, talking about JD Vance now?" Wood: "No, I'm talking about Charlie Kirk. Okay. Ch— Charlie Kirk, applied for a grant from Peter Thiel. He didn't get it, but nevertheless he was there, okay? When he was under 20 years old. So I would have dismissed that. Okay, he did it, he lost, and he didn't get anywhere. But now it comes out there was a relationship all along with Peter thiel because the 1789 capital fund included Peter Thiel as well. He's one of the architects of it, if you will. And he was a friend of all these people, including J.D. Vance. And of course J.D. Vance is his protege. But now it appears that Charlie Kirk knew exactly what he was doing with Peter Thiel and he dumped a lot of money into the 1789 capital fund." Howse: "And you have that documented?" Wood: "Yep. Well, it's in this doc. It's in this article. It said plainly, says he, he was one of the first investors." Howse: "And what was the— What is the goal of this organization that you say he and others were investing in?" Wood: "Well, this was, this is a venture capital company and you know, they invest in companies. Like the first investment they made was to fund What was Carlson's network? TCN, I think it was, right? ...That was their first investment. So their idea was to invest in non-Woke companies and that included I guess, TCN, that was the first thing they put money into. But they've invested in other companies since. So it's been very profitable for the people who did this. And now we see that Omeed Malik. Malik Perhaps, he's the CEO of 1789 Capital." Howse: "Let me go back to the article. It says, the impact of Rockbridge and Super PACS on the 2024 election is not well understood. Rockbridge's affiliated Super PAC. Turnout for America was one of a handful of groups that canvassed swing states on behalf of the Trump campaign, including Charlie Kirk's Turning Point Action. Turnout for America spent 34.5 million on the 2024 cycle, according to FCC records. Far less than the 261 million from Elon Musk and America's PAC. So what you're seeing is they worked very hard to get Donald Trump elected. Is this why we're seeing Donald Trump go so big with the Tech Bros?" Wood: "Apparently so. It seems. You know, it seems like this whole— This whole thing was architected by Peter Thiel in the first place. We document this in our book the Final Betrayal. We write a lot about Peter Thiel and documenting exactly where he came from, how he's done all this stuff, how he strategized. He's a master strategist for sure. But he was. We see Peter Thiel in everything going back at least 25 years, starting with the PayPal mafia. And now he's just everywhere you look. And all of a sudden he shows up here in this story where, where he's with J.D. Vance and Tucker Carlson and Charlie Kirk, et cetera, et cetera, et cetera. He's everywhere, it seems like. And, this is not a mistake for sure." Howse: "So what do you think the goal and objective is of these folks? Is it just technocracy?" Wood: "Absolutely. Absolutely. So these people, they're. Well, they're one column for sure. There's other people who want to take over the country as well and take over the world. Like the old song says, everybody wants to take over the world." Howse: "Do you think it's possible that Charlie Kirk got into this and saw what was going on, was about to blow the whistle on any of this?" Wood: "This is a good possibility. I wouldn't say that outright, but I think I'm, I'm thinking it, Okay?"

MIND BLOWING 🤯 Patrick Wood connects J.D. Vance, Don Trump Jr., Charlie Kirk, and Peter Thiel via the 1789 capital firm. The firm's first investment? Tucker Carlson. Howse: "What do you think the goal and objective is of these folks? ...Technocracy?" Wood: "Absolutely." This clip of Patrick Wood (Patrick Wood), an economic and market forecaster, speaker, and author of Technocracy Rising: The Trojan Horse of Global Transformation and Technocracy: The Hard Road to World Order, is taken from an interview with Brannon Howse (Brannon Howse) posted to YouTube on November 7, 2025. Note that Wood says that "We see Peter Thiel in everything going back at least 25 years, starting with the PayPal mafia. And now he's just everywhere you look. And all of a sudden he shows up here in this story where he's with J.D. Vance and Tucker Carlson and Charlie Kirk, et cetera, et cetera, et cetera. He's everywhere, it seems like. And this is not a mistake for sure." ----------------Partial transcription of clip--------------- Wood: "This is so deep at this point. I'm still kind of figuring out where all of these connections are. But we see John Don Jr. JD Vance, Charlie Kirk, Tucker Carlson." Howse: "Wait a minute. Charlie Kirk was at this meeting? Wood: "Not exactly, but he was one of the first investors in the 1789 capital firm." Howse: "Was he really?" Wood: "Yes, he was. [And] this basically kind of debunks the idea that, he had a brush-in with Peter Thiel when he was in college, or before he went to college." Howse: "And you're, talking about JD Vance now?" Wood: "No, I'm talking about Charlie Kirk. Okay. Ch— Charlie Kirk, applied for a grant from Peter Thiel. He didn't get it, but nevertheless he was there, okay? When he was under 20 years old. So I would have dismissed that. Okay, he did it, he lost, and he didn't get anywhere. But now it comes out there was a relationship all along with Peter thiel because the 1789 capital fund included Peter Thiel as well. He's one of the architects of it, if you will. And he was a friend of all these people, including J.D. Vance. And of course J.D. Vance is his protege. But now it appears that Charlie Kirk knew exactly what he was doing with Peter Thiel and he dumped a lot of money into the 1789 capital fund." Howse: "And you have that documented?" Wood: "Yep. Well, it's in this doc. It's in this article. It said plainly, says he, he was one of the first investors." Howse: "And what was the— What is the goal of this organization that you say he and others were investing in?" Wood: "Well, this was, this is a venture capital company and you know, they invest in companies. Like the first investment they made was to fund What was Carlson's network? TCN, I think it was, right? ...That was their first investment. So their idea was to invest in non-Woke companies and that included I guess, TCN, that was the first thing they put money into. But they've invested in other companies since. So it's been very profitable for the people who did this. And now we see that Omeed Malik. Malik Perhaps, he's the CEO of 1789 Capital." Howse: "Let me go back to the article. It says, the impact of Rockbridge and Super PACS on the 2024 election is not well understood. Rockbridge's affiliated Super PAC. Turnout for America was one of a handful of groups that canvassed swing states on behalf of the Trump campaign, including Charlie Kirk's Turning Point Action. Turnout for America spent 34.5 million on the 2024 cycle, according to FCC records. Far less than the 261 million from Elon Musk and America's PAC. So what you're seeing is they worked very hard to get Donald Trump elected. Is this why we're seeing Donald Trump go so big with the Tech Bros?" Wood: "Apparently so. It seems. You know, it seems like this whole— This whole thing was architected by Peter Thiel in the first place. We document this in our book the Final Betrayal. We write a lot about Peter Thiel and documenting exactly where he came from, how he's done all this stuff, how he strategized. He's a master strategist for sure. But he was. We see Peter Thiel in everything going back at least 25 years, starting with the PayPal mafia. And now he's just everywhere you look. And all of a sudden he shows up here in this story where, where he's with J.D. Vance and Tucker Carlson and Charlie Kirk, et cetera, et cetera, et cetera. He's everywhere, it seems like. And, this is not a mistake for sure." Howse: "So what do you think the goal and objective is of these folks? Is it just technocracy?" Wood: "Absolutely. Absolutely. So these people, they're. Well, they're one column for sure. There's other people who want to take over the country as well and take over the world. Like the old song says, everybody wants to take over the world." Howse: "Do you think it's possible that Charlie Kirk got into this and saw what was going on, was about to blow the whistle on any of this?" Wood: "This is a good possibility. I wouldn't say that outright, but I think I'm, I'm thinking it, Okay?"

Sense Receptor

27,796 görüntüleme • 9 ay önce

🚨BREAKING: Toronto Police investigate Rebel News for hate speech A conviction could see Ezra Levant 🍁🚛 jailed for two years — please help fight back. I’ve got some breaking news — it’s another censorship battle, probably our biggest one ever. I need your help to save free speech in Canada. The Toronto police are officially investigating Rebel News for running these ads by local community activists on our Rebel News billboard truck. The ads were created by a group called "Canadians Opposed to the Occupation of our Streets and Campuses.” It’s a bit of a mouthful but it tells you everything. They’re anonymous because they know they’d face retaliation for speaking out — that’s how bad things are these days. The ads just show actual footage of what the pro-Hamas gangs are doing to Toronto — including committing real crimes ignored by the police and politicians. In the case of this particular ad, the images included pro-Hamas gangs shutting down the streets in downtown Toronto. Here’s the official police announcement, declaring those ads “Islamophobic" and suggesting that a hate crime has been committed. A crime! Toronto police don’t think the pro-Hamas street gangs themselves are committing hate crimes. They think the ad we ran on our truck is a hate crime. In Trudeau’s Canada, you’re allowed to support terrorism. You’re NOT allowed to criticize terrorism. That sounds more like 1984 than 2024. Here, let me give you some more background — and then I'll tell you how you can help us fight back at a special website we’ve set up called But it’s really about more than this truck. It’s about cancel culture. And the weaponization of hate speech laws. And two-tier policing. I’ve hired a lawyer and we’re going to fight. Because this is Canada, not Gaza. We still have free speech here, for now. It’s actually pretty serious. If convicted for “hate speech” I could be jailed for up to two years just for running that ad. And don’t think they won’t try — our Rebel News reporters have been arrested by Toronto police several times just for asking Hamas supporters questions. The police hate us because we’re not silent and obedient, which is what they’ve told the Jewish community to be. The police chief isn’t dumb: he’s doing what his political bosses want. Toronto’s mayor denounced the truck. No surprise — she’s a pro-Hamas NDP mayor, who has refused to attend key Jewish community events. And it goes much higher than the mayor. Here’s a tweet by a pro-Hamas Trudeau member of Parliament, who wrote: "There needs to be an investigation and there needs to be justice.” Can you imagine? That same MP hosted a Holocaust denier on Parliament Hill, but she wants me prosecuted. Other Trudeau supporters joined in, including Trudeau’s personal friend, Mohamed Fakih. He owns a chain of restaurants called Paramount Foods — and he notoriously said he didn’t want Jews as customers. This is the guy calling for a hate speech investigation. He’s even put a $25,000 bounty on my head. Easy, Mohamed. You’re not in Lebanon anymore. But the Toronto police are a full-on DEI police force. They’re woke. Six months ago, Trudeau had a highly irregular meeting with Toronto’s police chief, Myron Demkiw. Demkiw’s office refuses to release any notes from that meeting, but it’s pretty clear: since that meeting, the police have not arrested pro-Hamas street gangs. They’re Trudeau's political base. Oh, by the way, there are other billboard trucks in Toronto, with pro-Hamas and antisemitic ads on them. Police are fine with those. Only people who say things that criticize Trudeau or his Hamas allies get investigated by police. Trudeau truly is turning Canada into a banana republic. Or Gaza if he could. I think I know why people feel so desperate that they’re taking out anonymous ads on our trucks. They feel completely abandoned and ignored by the institutions they rely on. They want to speak out — because no one is speaking for them. I know the feeling — the reason we bought the truck in the first place is because all the truck companies we used to work with tell us they’re too scared to criticize Hamas, because they’re worried their trucks will be attacked and their drivers could be injured. Police should be embarrassed they’re investigating the messenger, instead of understanding the message. Just a few weeks ago, masked Hamas gunmen shot at a Jewish girls' school in Toronto. The Hamas encampment at the University of Toronto has thugs checking if students are Jewish or not before letting them pass. There was an insane, eight-hour antisemitic hate march outside a Thornhill synagogue. Hamas supporters walk through Jewish residential neighbourhoods in north Toronto shrieking at Jews. This happens every day. The police just stand there and do nothing. Sometimes, they actually bring the Hamas gangs coffee — like this, when they blocked a road into a Jewish residential neighbourhood. We’ve used our billboard trucks to talk about these issues for months — including our campaign to deport foreign nationals who support Hamas. We also have a campaign against Trudeau’s plan to bring thousands of Gaza refugees to Canada. In the case today, we were running the ads for another group of loyal Canadian citizens who felt totally abandoned by the police and politicians. Real Canadians don’t shoot schools or take over campuses. They run ads on our truck. It’s called free speech — you can look it up in our Charter of Rights. I’ve been fighting against censorship my whole life. I’m not going to stop now. There is a crime wave in Toronto, and it’s not ads from scared citizens worried about Hamas gangs. It’s the Hamas gangs themselves. I’m going fight this like hell — you know I will. We’re going to take the truck out again. Because I’m a free man in a free country — at least for now. I have broken no laws. And if the Toronto police think they can bully us into silence, well, bring it on. I still believe enough in our country and even our courts to know that this trumped-up censorship will not stand. If you want to help me pay for our lawyer to fight this police investigation, please help save me (and save our truck) at And at that same page you can sign up for email updates so I can let you know what happens. I was born and raised in Canada, and so was my dad, and so was his dad, all the way back to 1903. This country is built on free speech, and I’ll be damned if some Hamas thugs, and their obedient shills in Trudeau’s police force, can scare me into silence. If you want to support me, go to You won’t just be saving the truck or saving me — you’ll be saving freedom of speech in our great country.

🚨BREAKING: Toronto Police investigate Rebel News for hate speech A conviction could see Ezra Levant 🍁🚛 jailed for two years — please help fight back. I’ve got some breaking news — it’s another censorship battle, probably our biggest one ever. I need your help to save free speech in Canada. The Toronto police are officially investigating Rebel News for running these ads by local community activists on our Rebel News billboard truck. The ads were created by a group called "Canadians Opposed to the Occupation of our Streets and Campuses.” It’s a bit of a mouthful but it tells you everything. They’re anonymous because they know they’d face retaliation for speaking out — that’s how bad things are these days. The ads just show actual footage of what the pro-Hamas gangs are doing to Toronto — including committing real crimes ignored by the police and politicians. In the case of this particular ad, the images included pro-Hamas gangs shutting down the streets in downtown Toronto. Here’s the official police announcement, declaring those ads “Islamophobic" and suggesting that a hate crime has been committed. A crime! Toronto police don’t think the pro-Hamas street gangs themselves are committing hate crimes. They think the ad we ran on our truck is a hate crime. In Trudeau’s Canada, you’re allowed to support terrorism. You’re NOT allowed to criticize terrorism. That sounds more like 1984 than 2024. Here, let me give you some more background — and then I'll tell you how you can help us fight back at a special website we’ve set up called But it’s really about more than this truck. It’s about cancel culture. And the weaponization of hate speech laws. And two-tier policing. I’ve hired a lawyer and we’re going to fight. Because this is Canada, not Gaza. We still have free speech here, for now. It’s actually pretty serious. If convicted for “hate speech” I could be jailed for up to two years just for running that ad. And don’t think they won’t try — our Rebel News reporters have been arrested by Toronto police several times just for asking Hamas supporters questions. The police hate us because we’re not silent and obedient, which is what they’ve told the Jewish community to be. The police chief isn’t dumb: he’s doing what his political bosses want. Toronto’s mayor denounced the truck. No surprise — she’s a pro-Hamas NDP mayor, who has refused to attend key Jewish community events. And it goes much higher than the mayor. Here’s a tweet by a pro-Hamas Trudeau member of Parliament, who wrote: "There needs to be an investigation and there needs to be justice.” Can you imagine? That same MP hosted a Holocaust denier on Parliament Hill, but she wants me prosecuted. Other Trudeau supporters joined in, including Trudeau’s personal friend, Mohamed Fakih. He owns a chain of restaurants called Paramount Foods — and he notoriously said he didn’t want Jews as customers. This is the guy calling for a hate speech investigation. He’s even put a $25,000 bounty on my head. Easy, Mohamed. You’re not in Lebanon anymore. But the Toronto police are a full-on DEI police force. They’re woke. Six months ago, Trudeau had a highly irregular meeting with Toronto’s police chief, Myron Demkiw. Demkiw’s office refuses to release any notes from that meeting, but it’s pretty clear: since that meeting, the police have not arrested pro-Hamas street gangs. They’re Trudeau's political base. Oh, by the way, there are other billboard trucks in Toronto, with pro-Hamas and antisemitic ads on them. Police are fine with those. Only people who say things that criticize Trudeau or his Hamas allies get investigated by police. Trudeau truly is turning Canada into a banana republic. Or Gaza if he could. I think I know why people feel so desperate that they’re taking out anonymous ads on our trucks. They feel completely abandoned and ignored by the institutions they rely on. They want to speak out — because no one is speaking for them. I know the feeling — the reason we bought the truck in the first place is because all the truck companies we used to work with tell us they’re too scared to criticize Hamas, because they’re worried their trucks will be attacked and their drivers could be injured. Police should be embarrassed they’re investigating the messenger, instead of understanding the message. Just a few weeks ago, masked Hamas gunmen shot at a Jewish girls' school in Toronto. The Hamas encampment at the University of Toronto has thugs checking if students are Jewish or not before letting them pass. There was an insane, eight-hour antisemitic hate march outside a Thornhill synagogue. Hamas supporters walk through Jewish residential neighbourhoods in north Toronto shrieking at Jews. This happens every day. The police just stand there and do nothing. Sometimes, they actually bring the Hamas gangs coffee — like this, when they blocked a road into a Jewish residential neighbourhood. We’ve used our billboard trucks to talk about these issues for months — including our campaign to deport foreign nationals who support Hamas. We also have a campaign against Trudeau’s plan to bring thousands of Gaza refugees to Canada. In the case today, we were running the ads for another group of loyal Canadian citizens who felt totally abandoned by the police and politicians. Real Canadians don’t shoot schools or take over campuses. They run ads on our truck. It’s called free speech — you can look it up in our Charter of Rights. I’ve been fighting against censorship my whole life. I’m not going to stop now. There is a crime wave in Toronto, and it’s not ads from scared citizens worried about Hamas gangs. It’s the Hamas gangs themselves. I’m going fight this like hell — you know I will. We’re going to take the truck out again. Because I’m a free man in a free country — at least for now. I have broken no laws. And if the Toronto police think they can bully us into silence, well, bring it on. I still believe enough in our country and even our courts to know that this trumped-up censorship will not stand. If you want to help me pay for our lawyer to fight this police investigation, please help save me (and save our truck) at And at that same page you can sign up for email updates so I can let you know what happens. I was born and raised in Canada, and so was my dad, and so was his dad, all the way back to 1903. This country is built on free speech, and I’ll be damned if some Hamas thugs, and their obedient shills in Trudeau’s police force, can scare me into silence. If you want to support me, go to You won’t just be saving the truck or saving me — you’ll be saving freedom of speech in our great country.

Rebel News

265,360 görüntüleme • 2 yıl önce

We’re often told Western societies are experiencing conditions reminiscent of the German Weimar Republic. But what exactly was the German Weimar Republic? I’d like to explain the republic…and its incredible levels of debauchery, meaninglessness, sex, drugs, and—of course—Jews. “The decay of moral values in all areas of life—the period of deepest German degradation—coincided exactly with the height of Jewish power in Germany.” -Karl Wiehe Background The Weimar Republic is the unofficial name—that was popularized by Adolf Hitler—of the German nation-state that existed from November of 1918 to March of 1933. It was named for the city of Weimar, Germany where the constitutional assembly that established the new German republic met. The official name of the republic was the German Reich. The Weimar Republic was established after Germany’s loss in WWI. Germany was forced under the Treaty of Versailles to accept “full responsibility” for the war and pay the debts of all the allied countries. Being forced to pay these massive debts devastated the German economy and skyrocketed inflation, unemployment, and suicide within Germany. At one point 40% of Germans were unemployed and many were homeless. In 1932, the German suicide rate was more than three times that of Great Britain and in one two-year period, Germany had more suicides than there had been deaths of American soldiers in all of WWI. The German currency became the most worthless currency in Europe. A loaf of bread in Berlin that cost around 160 German Marks at the end of 1922, cost 200,000,000,000 German Marks by late 1923. The German peoples’ life savings and purchasing power had melted away over the course of a few months. With a single US dollar being worth 4,210,500,000,000 German Marks by November of 1923, foreign currencies had much greater buying power in Germany. So naturally, foreigners flocked to Germany to take advantage of the cheap prices. With these foreigners arriving en masse, Germans desperate for work turned to one of primary industries the foreigners flocked to Germany for: the sex industry. Sex and Drugs Germans began flocking to urban hubs in search of work, and no urban hub was more popular than Berlin. Prostitution in Berlin wasn’t explicitly legal but existed in a kind of legal gray area where certain aspects of the sex trade were regulated while others remained unregulated. However, enforcement of any laws restricting prostitution was lax to non-existent. On any given night up to 100,000 prostitutes would line the streets of Berlin. Every type of prostitute was available: midgets, pregnant prostitutes who lined up on the street according to how pregnant they were, prostitutes that purposefully tried to be ugly, prostitutes with acid-scarred faces, prostitutes with missing limbs, mother and daughter prostitute pairs, dominatrixes, even hunchback prostitutes. Interracial, inter-generational, forced or abusive sex acts were all available for the right price. There was also a large male prostitution industry and homosexual men from across Europe came to Germany to pay for homosexual sex. And unlike most cities, Berlin boasted having not a single red-light district—but multiple. Child prostitutes were bought and sold in Weimar Berlin in a booming industry. Advertisements for child prostitutes were even placed in German magazines and newspapers. A person could order a child, or any other type of prostitute for that matter, over the phone and have them a few short minutes later. British historian Sir Arthur Bryant describes throngs of child prostitutes outside the doors of the great Berlin hotels and restaurants. Bryant adds, “most of them—the night clubs and vice resorts—were owned and managed by Jews. And it was the Jews among the promoters of this trade who were remembered in after years.” There were homosexual, lesbian, and even transsexual bars where, occasionally, public masturbation and orgies took place. These homosexual bars weren’t isolated or rare one-off outliers either, there were over 50 lesbian bars in Berlin and around 100 homosexual bars total. Drag shows and cross dressing were commonplace in these bars. Sexual acts involving torture or acts bringing a victim close to death, or even—in some instances—to death were performed in Weimar Germany (called Lustmord). As often happens when violent sexual perversions arise, so too do serial killers playing out their fetishes in reality. I refuse to name serial killers in my writings because I think it glorifies them, but you can look them up yourself. German Newspapers devoted entire sections to the violent sexual crimes of these serial killers and fictional accounts of murders sold very well on German book stands. Serial Killers had a romanticized lore around them, similar to what we see in western society today. Alongside prostitution and homosexual clubs, porn also enjoyed a golden age during the Weimar Republic. Like prostitution, porn existed in a kind of legal gray area where enforcement of any regulations on it were lax to non-existent. Images could be purchased under-the-counter at most street media kiosks. According to one report there were as many as 30 homosexual publications on any given Berlin media kiosk. Above all, pornography featuring models who bore a resemblance to the biggest movie stars of the day, such as Marlene Dietrich or Greta Garbo, were in the highest demand. Fashion began to blur the lines between masculine and feminine. The female image began to experiment with a more strong-willed independent tone and some women began to dress in masculine clothing. Similarly, male fashion began to experiment with feminization and cross-dressing amongst men began to rise. Berlin’s women began to question the need for a man in their lives at all and many Berlin women had no desire to start or raise a family. Drug use in the Weimar Republic also ran rampant and Berlin gained a reputation as a drug dealing hub around Germany and Europe. Cocaine was the most popular drug in the Weimar Republic and only required a simple prescription from a doctor. That said, opium (a predecessor to heroin), morphine and amphetamines were all readily available and extensively used as well. The drug usage was so pervasive there was even experimentation with using drugs for “scientific” sexual purposes. One of the chief “scientists” behind this experimentation with sex was a man named Magnus Hirshfeld. Magnus Hirschfeld was a homosexual Jew and one of the thought leaders behind the sexual debauchery overtaking Berlin. Hirschfeld had founded political organizations that fought for the rights of homosexuals in Germany well before the Weimar era and as far back as 1896. He led the campaign to overturn a statue of German Law called Paragraph 175 which forbid homosexuality in Germany. Hirschfeld would later go on to write a 1914 book called The Homosexuality of Men and Women in which he attempted to prove homosexuality occurred in every society around the world. Hirschfeld’s crowning achievement of debauchery, however, occurred in July of 1919 when he opened The Institute of Sexual Research (Institut für Sexualwissenschaft) in Berlin. The institute’s stated purpose was to establish the sexual sciences…and establish the sexual sciences the institute did. It was at the Institute of Sexual Research where the initial rubric for the innumerable genders we see in leftism today originated. At the institute, Hirschfeld developed a system which categorized 64 possible types of sexual intermediary (aka genders) and it was Hirschfeld who coined the term transvestite in 1910 and the term transsexual in 1923. The institute even performed sex re-assignment surgery. The Institute of Sexual Research also housed a large library for any and all homosexual, transsexual, and erotic literature. The institute had places for homosexuals to stay overnight as well as some of the first counseling services specifically tailored to homosexuals. Homosexual-specific medical services were provided in the institute as well. The institute also housed the Museum of Sex, an educational resource for the public, which was reported to have been visited by school classes. I think the writer Luigi Barzini most succinctly summarized the rampant debauchery that was Weimar Berlin when he said: “I saw pimps offering anything to anybody: little boys, little girls, robust young men, libidinous women, animals. The story went the rounds that a male goose whose neck you cut at just the right ecstatic moment would give you the most delicious frisson of all—as it allowed you to enjoy sod*my, bestiality, homosexuality, necrophilia, and sadism at one stroke.” A debaucherous infestation had overtaken Berlin and nowhere was that more evident than in the arts. Art, Music, and Film Art, music, and film in Berlin were overtaken by the sexual revolution and a move toward a Jewish-influenced anti-authoritarianism as well. The Berlin film industry started releasing risqué and homosexual films. The world’s first known homosexual film—Anders als die Andern (1919)—came out in Berlin during the Weimar era and is the story a man falling in love with one of his male violin students. This film was written by and featured none other than Magnus Hirschfeld himself. Another film called Mädchen in Uniform (1931) is about a schoolgirl who falls in love with her female teacher. The two commence a forbidden love and eventually even share an on-screen lesbian kiss on the mouth. The film ends when this lesbian love is exposed and the protagonist attempts suicide. German expressionist cinema also came to prominence in the Weimar Republic. This form of cinema emphasized depicting the artist's inner emotions (no matter how crude those emotions may be) rather than attempting to replicate reality. Two of the three key figures for the German expressionist movement were the Jews Fritz Lang and Robert Wiene. The expressionist film Metropolis was one of the biggest films of the Weimar era. Metropolis’ content is emblematic of the anti-authoritarian and communist messages of German expressionist cinema. The film takes place in a futuristic city where a beautiful and cultured utopia exists above a bleak underworld populated by mistreated workers. When a privileged young man discovers the grim scene under the city, he becomes intent on helping the workers. He befriends a rebellious teacher which puts him at odds with his authoritative father. The film was directed the Jew Fritz Lang and produced by the Jew Erich Pommer. The credits of the films of the Berlin movie industry were also littered with Jews. In fact, in 1931, over 60 percent of German films were produced by Jews and 82 percent of film scripts were written by Jews. In the art scene, a thoroughly anti-authoritarian and communist movement called Dada arose. The Dadaist movement was comprised of artists who rejected the logic, reason, and aestheticism of modern capitalist society, instead expressing nonsense, irrationality, and anti-bourgeois protest in their works. Dadaist works opposed any type of authority and made fun of far-right figures, including Hitler himself. According to Wikipedia, some sources claim the Dadaist movement was founded by a group of Jewish modernist artists. In music, one of the most popular singers of the day was a woman who was largely regarded as “the first official lesbian of Berlin” named Claire Waldoff. Waldoff dressed masculine and made no secret of her sexuality while actively trying to convert other culturally important women to become lesbian. One culturally important woman Waldoff succeeded in converting to bisexuality was one of the biggest movie stars in the world, Marlene Dietrich. Marlene was famous for pushing social norms and sometimes wore a tuxedo, helping to erode the image of traditionally masculine and traditionally feminine roles. Marlene credits Clarie Waldoff as “introducing her to lesbian love”. Marlene Deitrich was openly bisexual and an icon for homosexual women around the world when no other homosexual icons existed. One newspaper dubbed Dietrich “perhaps the busiest and most passionate bisexual in theatrical Berlin.” Anita Berber was one of the most popular nude dancers of the Weimar Republic and danced to songs with titles like, suicide, morphiem, and mad house. One of her husbands was also openly homosexual. In one famous story about Anita, she was being ignored by one of the tables she was dancing for, so she went over to the table, stood on top of it, and started peeing on the table while drinking their champagne. What a gal… Architecture One aesthetic element that I think tends to be overlooked in most writings on social decay is architecture. It should come as no surprise that the principal architecture movement of the Weimar Republic—called expressionist architecture—also took a turn from an aesthetic focused on beauty and perfection toward an aesthetic that focused on “distortion of form to create an emotional effect”. This is architecture that’s generally perceived as hideous or repulsive. I’d also argue there’s a larger psychological component to this expressionist architecture. This ugly architecture contributes to social decay by glorifying the more disgusting elements of society and humanity. It subconsciously undermines the idea that society should strive for perfection and instead is a call to accept society’s more heinous elements. This repulsive architecture is, in my view, anti-authoritarian and destructive to social norms. Two of the key architects of the expressionist architecture movement were the Jews Bruno Taut and Erich Mendelsohn. Jews One of the key factors in Hitler’s rise to power was his opposition of the Jewish influence inside Berlin. As such, this article would be incomplete without looking at the Jewish influence that existed inside Berlin or—possibly more importantly—the German public’s perception of the Jewish influence inside Berlin. Here are some of the figures I think best illustrate the Jewish over-representation in the Weimar Republic. All these figures should be viewed in consideration of this fact: Jews made up less than 1% (.09%) of the German population in the years of the Weimar Republic. In my opinion, these figures are staggering primarily because of the Jews’ immense over-representation in major positions of power within German society. Politics • The author of the 1919 German constitution was the Jew Hugo Preuss. • One quarter of the members of the 8-person Council of the People's Deputies that established the Weimar Republic were Jews (Otto Landesberg and Hugo Haase). • The main competing faction against the official Weimar government was headed by the Jew Kurt Eisner. • The SPD (Social Democratic Party of Germany) was the political party that primarily ran the Weimar Republic. 22% of the entirety of the SPD were Jews. • The SPD’s main political theorist was a Jew: Eduard Bernstein • Two of the political thinkers most respected by the SPD were Jews: Ferdinand Lassalle, Leopold Sonnemann. • SPD's “foremost theoretician of this century” was the Jew Rudolf Hilferding. • SPD Key Figure, industrialist, and political thinker Walther Rathenau was a Jew. • The Vice President of the Berlin Police was the jew Bernhard Weiss. • In the first Weimar administration Vice Chancellor Eugen Schiffer was Jewish as was Weimar Interior Minister Erich Koch-Weser. • 15% of the members of the Reichstag (German Parliament) were Jewish. • A large number of the members of the political elite of the Weimar Republic were Jews: Rosa Luxemburg, Paul Levi, Ernst Toller, Erich Muhsam, Gustav Landauer, Eugen Levine, and Karl Radek. The Press • The Ullstein Press was the publisher of many of the largest German newspapers and was owned by the Jew Leopold Ullstein. • The Berliner Iliustrirte Zeitung was one of the largest German newspapers. It was Published by the Ullstein Press and its chief editor was the Jew Kurt Korff. • The Vossische Zeitung was another of the largest German newspapers and was published by the Ullstein Press. Its chief editor was the Jew Georg Bernhard. • Another of the othe r largest newspaper publishers was the Jew Rudolf Mosse. • The Berliner Tageblatt was the largest of Rudolf Mosse’s newspapers and its chief editor was the Jew Theodor Wolff • Editor-in-chief of the SPD’s party paper Vorwärts was the Jew Friedrich Stampfer The Arts • The Jew Erich Pommer was a German-born film producer and executive. According to Wikipedia, “Pommer was perhaps the most powerful person in the German and European film industries in the 1920s and early 1930s.” • In 1931, over 60 percent of German films were produced by Jews and 82 percent of film scripts were written by Jewish writers. • Two of the three key figures for the largest film movement of the Weimar era—the German expressionist movement—were the Jews Fritz Lang and Robert Wiene. • Two of the key Architects of the expressionist architecture movement were the Jews Bruno Taut and Erich Mendelsohn. • Some of the most influential producers, directors, & actors in Weimar cinema were Jews as well to name a few: Paul Davidson, Joseph Mandel, Jules Greenbaum, Max Reinhardt, Josef Von Sternberg, Fritz Kohn, Otto Wallburg, Peter Lowenstein. • To conclude the arts, some claim the anti-authoritarian and thoroughly communist Dadaist movement was founded by a group of Jewish modernist artists. Sex • Magnus Hirschfeld was Jewish. He was dubbed "the Einstein of Sex". He was president of World League of Sexual Reform and of course, founder of the Institute for Sexual Research. • Ivan Bloch was Jewish and is often called the "first Sexologist". • As quoted by Sir Arthur Bryant earlier, “most of them—the night clubs and vice resorts—were owned and managed by Jews. And it was the Jews among the promoters of this trade who were remembered in after years.” Other notable Jewish over-representations: (**Please Note** these next five bullet points are not official numbers and are from a NSDAP piece that was distributed in Weimar Germany. I'm including them because although I can't be completely sure of their accuracy, I think they most likely do generally represent the amalgamations of Jewish power in Weimar society. And, at the very least, these numbers represent the German public’s perception of Jewish amalgamations of power in Weimar society): • 56% of notaries were Jews. • 52% of doctors were Jews. • 45% of Hospital Directors were Jews. • 48% of lawyers were Jews. • 35% of dentists were Jews. One last note on the Jews of the Weimar Republic. I included a link with more detail below, but many Weimar Jews actively tried to conceal their Jewish identity and even went so far as bragging to other Jews when gentiles were unable to identify them. This is one of the reasons that, to this day, it’s somewhat difficult to identify who the Jews of the Weimar Republic were. What this means is that, although the identity of every Jew I list is verified, there are undoubtedly other prominent and non-prominent Jews I was unable to identify. The provided list should not be viewed as wholly representative of the Jewish influence within Weimar Germany. But even just considering the provided list, you can see the Jewish influence was substantial for a race of people comprising less than 1% of the total German population. This Jewish over-representation is even more substantial when you consider that many of these Jewish amalgamations of over-representation occurred within many of Germany’s most important social, political, and economic institutions. The Weimar Republic was often referred to as the "Juden Republic" (Jew's Republic) by Germans. I think it's easy to see why... Enter the National Socialists After Hitler’s rise to power in 1933, Goebbels and the Brownshirts began shutting down the homosexual dive bars that had risen to prominence during the Weimar Republic. They made one of the most popular homosexual bars in Berlin their headquarters after shutting it down. They pillaged Magnus Hirschfeld’s Institute for Sexual Research and Hirschfeld’s books on transsexual ideology were some of the first books the National Socialists burned. From Wikipedia itself, the books the National Socialists burned were: • Writings on sexuality and sexual education which serve the egocentric pleasure of the individual and thus, destroy the principles of race and Volk. • Pornography and explicit literature. • Pacifist literature. • All books degrading German purity. • Literature by Jewish authors, regardless of the field. • Popular entertainment literature that depicts life and life's goals in a superficial, unrealistic and sickly sweet manner, based on a bourgeois or upper class view of life. • The works of traitors, emigrants and authors from foreign countries who believe they can attack and denigrate the new Germany. • The literature of Marxism, Communism and Bolshevism. • Literature with liberal, democratic tendencies and attitudes, and writings supporting the Weimar Republic. • Books that advocate "art" which is decadent, bloodless, or purely constructivist. • The decadent, destructive and Volk-damaging writings of "Asphalt and Civilization" literati • Patriotic kitsch in literature. • All historical writings whose purpose is to denigrate the origin, the spirit and the culture of the German Volk, or to dissolve the racial and structural order of the Volk, or that denies the force and importance of leading historical figures in favor of egalitarianism and the masses, and which seeks to drag them through the mud. Very quickly after Hitler’s rise to power in 1933, the chief purveyors of the degeneracy that had overtaken Berlin would leave the city and National Socialist Germany would rise from its ashes. The rest—as they say—is history. (Sources and further reading in the comments below)

We’re often told Western societies are experiencing conditions reminiscent of the German Weimar Republic. But what exactly was the German Weimar Republic? I’d like to explain the republic…and its incredible levels of debauchery, meaninglessness, sex, drugs, and—of course—Jews. “The decay of moral values in all areas of life—the period of deepest German degradation—coincided exactly with the height of Jewish power in Germany.” -Karl Wiehe Background The Weimar Republic is the unofficial name—that was popularized by Adolf Hitler—of the German nation-state that existed from November of 1918 to March of 1933. It was named for the city of Weimar, Germany where the constitutional assembly that established the new German republic met. The official name of the republic was the German Reich. The Weimar Republic was established after Germany’s loss in WWI. Germany was forced under the Treaty of Versailles to accept “full responsibility” for the war and pay the debts of all the allied countries. Being forced to pay these massive debts devastated the German economy and skyrocketed inflation, unemployment, and suicide within Germany. At one point 40% of Germans were unemployed and many were homeless. In 1932, the German suicide rate was more than three times that of Great Britain and in one two-year period, Germany had more suicides than there had been deaths of American soldiers in all of WWI. The German currency became the most worthless currency in Europe. A loaf of bread in Berlin that cost around 160 German Marks at the end of 1922, cost 200,000,000,000 German Marks by late 1923. The German peoples’ life savings and purchasing power had melted away over the course of a few months. With a single US dollar being worth 4,210,500,000,000 German Marks by November of 1923, foreign currencies had much greater buying power in Germany. So naturally, foreigners flocked to Germany to take advantage of the cheap prices. With these foreigners arriving en masse, Germans desperate for work turned to one of primary industries the foreigners flocked to Germany for: the sex industry. Sex and Drugs Germans began flocking to urban hubs in search of work, and no urban hub was more popular than Berlin. Prostitution in Berlin wasn’t explicitly legal but existed in a kind of legal gray area where certain aspects of the sex trade were regulated while others remained unregulated. However, enforcement of any laws restricting prostitution was lax to non-existent. On any given night up to 100,000 prostitutes would line the streets of Berlin. Every type of prostitute was available: midgets, pregnant prostitutes who lined up on the street according to how pregnant they were, prostitutes that purposefully tried to be ugly, prostitutes with acid-scarred faces, prostitutes with missing limbs, mother and daughter prostitute pairs, dominatrixes, even hunchback prostitutes. Interracial, inter-generational, forced or abusive sex acts were all available for the right price. There was also a large male prostitution industry and homosexual men from across Europe came to Germany to pay for homosexual sex. And unlike most cities, Berlin boasted having not a single red-light district—but multiple. Child prostitutes were bought and sold in Weimar Berlin in a booming industry. Advertisements for child prostitutes were even placed in German magazines and newspapers. A person could order a child, or any other type of prostitute for that matter, over the phone and have them a few short minutes later. British historian Sir Arthur Bryant describes throngs of child prostitutes outside the doors of the great Berlin hotels and restaurants. Bryant adds, “most of them—the night clubs and vice resorts—were owned and managed by Jews. And it was the Jews among the promoters of this trade who were remembered in after years.” There were homosexual, lesbian, and even transsexual bars where, occasionally, public masturbation and orgies took place. These homosexual bars weren’t isolated or rare one-off outliers either, there were over 50 lesbian bars in Berlin and around 100 homosexual bars total. Drag shows and cross dressing were commonplace in these bars. Sexual acts involving torture or acts bringing a victim close to death, or even—in some instances—to death were performed in Weimar Germany (called Lustmord). As often happens when violent sexual perversions arise, so too do serial killers playing out their fetishes in reality. I refuse to name serial killers in my writings because I think it glorifies them, but you can look them up yourself. German Newspapers devoted entire sections to the violent sexual crimes of these serial killers and fictional accounts of murders sold very well on German book stands. Serial Killers had a romanticized lore around them, similar to what we see in western society today. Alongside prostitution and homosexual clubs, porn also enjoyed a golden age during the Weimar Republic. Like prostitution, porn existed in a kind of legal gray area where enforcement of any regulations on it were lax to non-existent. Images could be purchased under-the-counter at most street media kiosks. According to one report there were as many as 30 homosexual publications on any given Berlin media kiosk. Above all, pornography featuring models who bore a resemblance to the biggest movie stars of the day, such as Marlene Dietrich or Greta Garbo, were in the highest demand. Fashion began to blur the lines between masculine and feminine. The female image began to experiment with a more strong-willed independent tone and some women began to dress in masculine clothing. Similarly, male fashion began to experiment with feminization and cross-dressing amongst men began to rise. Berlin’s women began to question the need for a man in their lives at all and many Berlin women had no desire to start or raise a family. Drug use in the Weimar Republic also ran rampant and Berlin gained a reputation as a drug dealing hub around Germany and Europe. Cocaine was the most popular drug in the Weimar Republic and only required a simple prescription from a doctor. That said, opium (a predecessor to heroin), morphine and amphetamines were all readily available and extensively used as well. The drug usage was so pervasive there was even experimentation with using drugs for “scientific” sexual purposes. One of the chief “scientists” behind this experimentation with sex was a man named Magnus Hirshfeld. Magnus Hirschfeld was a homosexual Jew and one of the thought leaders behind the sexual debauchery overtaking Berlin. Hirschfeld had founded political organizations that fought for the rights of homosexuals in Germany well before the Weimar era and as far back as 1896. He led the campaign to overturn a statue of German Law called Paragraph 175 which forbid homosexuality in Germany. Hirschfeld would later go on to write a 1914 book called The Homosexuality of Men and Women in which he attempted to prove homosexuality occurred in every society around the world. Hirschfeld’s crowning achievement of debauchery, however, occurred in July of 1919 when he opened The Institute of Sexual Research (Institut für Sexualwissenschaft) in Berlin. The institute’s stated purpose was to establish the sexual sciences…and establish the sexual sciences the institute did. It was at the Institute of Sexual Research where the initial rubric for the innumerable genders we see in leftism today originated. At the institute, Hirschfeld developed a system which categorized 64 possible types of sexual intermediary (aka genders) and it was Hirschfeld who coined the term transvestite in 1910 and the term transsexual in 1923. The institute even performed sex re-assignment surgery. The Institute of Sexual Research also housed a large library for any and all homosexual, transsexual, and erotic literature. The institute had places for homosexuals to stay overnight as well as some of the first counseling services specifically tailored to homosexuals. Homosexual-specific medical services were provided in the institute as well. The institute also housed the Museum of Sex, an educational resource for the public, which was reported to have been visited by school classes. I think the writer Luigi Barzini most succinctly summarized the rampant debauchery that was Weimar Berlin when he said: “I saw pimps offering anything to anybody: little boys, little girls, robust young men, libidinous women, animals. The story went the rounds that a male goose whose neck you cut at just the right ecstatic moment would give you the most delicious frisson of all—as it allowed you to enjoy sod*my, bestiality, homosexuality, necrophilia, and sadism at one stroke.” A debaucherous infestation had overtaken Berlin and nowhere was that more evident than in the arts. Art, Music, and Film Art, music, and film in Berlin were overtaken by the sexual revolution and a move toward a Jewish-influenced anti-authoritarianism as well. The Berlin film industry started releasing risqué and homosexual films. The world’s first known homosexual film—Anders als die Andern (1919)—came out in Berlin during the Weimar era and is the story a man falling in love with one of his male violin students. This film was written by and featured none other than Magnus Hirschfeld himself. Another film called Mädchen in Uniform (1931) is about a schoolgirl who falls in love with her female teacher. The two commence a forbidden love and eventually even share an on-screen lesbian kiss on the mouth. The film ends when this lesbian love is exposed and the protagonist attempts suicide. German expressionist cinema also came to prominence in the Weimar Republic. This form of cinema emphasized depicting the artist's inner emotions (no matter how crude those emotions may be) rather than attempting to replicate reality. Two of the three key figures for the German expressionist movement were the Jews Fritz Lang and Robert Wiene. The expressionist film Metropolis was one of the biggest films of the Weimar era. Metropolis’ content is emblematic of the anti-authoritarian and communist messages of German expressionist cinema. The film takes place in a futuristic city where a beautiful and cultured utopia exists above a bleak underworld populated by mistreated workers. When a privileged young man discovers the grim scene under the city, he becomes intent on helping the workers. He befriends a rebellious teacher which puts him at odds with his authoritative father. The film was directed the Jew Fritz Lang and produced by the Jew Erich Pommer. The credits of the films of the Berlin movie industry were also littered with Jews. In fact, in 1931, over 60 percent of German films were produced by Jews and 82 percent of film scripts were written by Jews. In the art scene, a thoroughly anti-authoritarian and communist movement called Dada arose. The Dadaist movement was comprised of artists who rejected the logic, reason, and aestheticism of modern capitalist society, instead expressing nonsense, irrationality, and anti-bourgeois protest in their works. Dadaist works opposed any type of authority and made fun of far-right figures, including Hitler himself. According to Wikipedia, some sources claim the Dadaist movement was founded by a group of Jewish modernist artists. In music, one of the most popular singers of the day was a woman who was largely regarded as “the first official lesbian of Berlin” named Claire Waldoff. Waldoff dressed masculine and made no secret of her sexuality while actively trying to convert other culturally important women to become lesbian. One culturally important woman Waldoff succeeded in converting to bisexuality was one of the biggest movie stars in the world, Marlene Dietrich. Marlene was famous for pushing social norms and sometimes wore a tuxedo, helping to erode the image of traditionally masculine and traditionally feminine roles. Marlene credits Clarie Waldoff as “introducing her to lesbian love”. Marlene Deitrich was openly bisexual and an icon for homosexual women around the world when no other homosexual icons existed. One newspaper dubbed Dietrich “perhaps the busiest and most passionate bisexual in theatrical Berlin.” Anita Berber was one of the most popular nude dancers of the Weimar Republic and danced to songs with titles like, suicide, morphiem, and mad house. One of her husbands was also openly homosexual. In one famous story about Anita, she was being ignored by one of the tables she was dancing for, so she went over to the table, stood on top of it, and started peeing on the table while drinking their champagne. What a gal… Architecture One aesthetic element that I think tends to be overlooked in most writings on social decay is architecture. It should come as no surprise that the principal architecture movement of the Weimar Republic—called expressionist architecture—also took a turn from an aesthetic focused on beauty and perfection toward an aesthetic that focused on “distortion of form to create an emotional effect”. This is architecture that’s generally perceived as hideous or repulsive. I’d also argue there’s a larger psychological component to this expressionist architecture. This ugly architecture contributes to social decay by glorifying the more disgusting elements of society and humanity. It subconsciously undermines the idea that society should strive for perfection and instead is a call to accept society’s more heinous elements. This repulsive architecture is, in my view, anti-authoritarian and destructive to social norms. Two of the key architects of the expressionist architecture movement were the Jews Bruno Taut and Erich Mendelsohn. Jews One of the key factors in Hitler’s rise to power was his opposition of the Jewish influence inside Berlin. As such, this article would be incomplete without looking at the Jewish influence that existed inside Berlin or—possibly more importantly—the German public’s perception of the Jewish influence inside Berlin. Here are some of the figures I think best illustrate the Jewish over-representation in the Weimar Republic. All these figures should be viewed in consideration of this fact: Jews made up less than 1% (.09%) of the German population in the years of the Weimar Republic. In my opinion, these figures are staggering primarily because of the Jews’ immense over-representation in major positions of power within German society. Politics • The author of the 1919 German constitution was the Jew Hugo Preuss. • One quarter of the members of the 8-person Council of the People's Deputies that established the Weimar Republic were Jews (Otto Landesberg and Hugo Haase). • The main competing faction against the official Weimar government was headed by the Jew Kurt Eisner. • The SPD (Social Democratic Party of Germany) was the political party that primarily ran the Weimar Republic. 22% of the entirety of the SPD were Jews. • The SPD’s main political theorist was a Jew: Eduard Bernstein • Two of the political thinkers most respected by the SPD were Jews: Ferdinand Lassalle, Leopold Sonnemann. • SPD's “foremost theoretician of this century” was the Jew Rudolf Hilferding. • SPD Key Figure, industrialist, and political thinker Walther Rathenau was a Jew. • The Vice President of the Berlin Police was the jew Bernhard Weiss. • In the first Weimar administration Vice Chancellor Eugen Schiffer was Jewish as was Weimar Interior Minister Erich Koch-Weser. • 15% of the members of the Reichstag (German Parliament) were Jewish. • A large number of the members of the political elite of the Weimar Republic were Jews: Rosa Luxemburg, Paul Levi, Ernst Toller, Erich Muhsam, Gustav Landauer, Eugen Levine, and Karl Radek. The Press • The Ullstein Press was the publisher of many of the largest German newspapers and was owned by the Jew Leopold Ullstein. • The Berliner Iliustrirte Zeitung was one of the largest German newspapers. It was Published by the Ullstein Press and its chief editor was the Jew Kurt Korff. • The Vossische Zeitung was another of the largest German newspapers and was published by the Ullstein Press. Its chief editor was the Jew Georg Bernhard. • Another of the othe r largest newspaper publishers was the Jew Rudolf Mosse. • The Berliner Tageblatt was the largest of Rudolf Mosse’s newspapers and its chief editor was the Jew Theodor Wolff • Editor-in-chief of the SPD’s party paper Vorwärts was the Jew Friedrich Stampfer The Arts • The Jew Erich Pommer was a German-born film producer and executive. According to Wikipedia, “Pommer was perhaps the most powerful person in the German and European film industries in the 1920s and early 1930s.” • In 1931, over 60 percent of German films were produced by Jews and 82 percent of film scripts were written by Jewish writers. • Two of the three key figures for the largest film movement of the Weimar era—the German expressionist movement—were the Jews Fritz Lang and Robert Wiene. • Two of the key Architects of the expressionist architecture movement were the Jews Bruno Taut and Erich Mendelsohn. • Some of the most influential producers, directors, & actors in Weimar cinema were Jews as well to name a few: Paul Davidson, Joseph Mandel, Jules Greenbaum, Max Reinhardt, Josef Von Sternberg, Fritz Kohn, Otto Wallburg, Peter Lowenstein. • To conclude the arts, some claim the anti-authoritarian and thoroughly communist Dadaist movement was founded by a group of Jewish modernist artists. Sex • Magnus Hirschfeld was Jewish. He was dubbed "the Einstein of Sex". He was president of World League of Sexual Reform and of course, founder of the Institute for Sexual Research. • Ivan Bloch was Jewish and is often called the "first Sexologist". • As quoted by Sir Arthur Bryant earlier, “most of them—the night clubs and vice resorts—were owned and managed by Jews. And it was the Jews among the promoters of this trade who were remembered in after years.” Other notable Jewish over-representations: (Please Note these next five bullet points are not official numbers and are from a NSDAP piece that was distributed in Weimar Germany. I'm including them because although I can't be completely sure of their accuracy, I think they most likely do generally represent the amalgamations of Jewish power in Weimar society. And, at the very least, these numbers represent the German public’s perception of Jewish amalgamations of power in Weimar society): • 56% of notaries were Jews. • 52% of doctors were Jews. • 45% of Hospital Directors were Jews. • 48% of lawyers were Jews. • 35% of dentists were Jews. One last note on the Jews of the Weimar Republic. I included a link with more detail below, but many Weimar Jews actively tried to conceal their Jewish identity and even went so far as bragging to other Jews when gentiles were unable to identify them. This is one of the reasons that, to this day, it’s somewhat difficult to identify who the Jews of the Weimar Republic were. What this means is that, although the identity of every Jew I list is verified, there are undoubtedly other prominent and non-prominent Jews I was unable to identify. The provided list should not be viewed as wholly representative of the Jewish influence within Weimar Germany. But even just considering the provided list, you can see the Jewish influence was substantial for a race of people comprising less than 1% of the total German population. This Jewish over-representation is even more substantial when you consider that many of these Jewish amalgamations of over-representation occurred within many of Germany’s most important social, political, and economic institutions. The Weimar Republic was often referred to as the "Juden Republic" (Jew's Republic) by Germans. I think it's easy to see why... Enter the National Socialists After Hitler’s rise to power in 1933, Goebbels and the Brownshirts began shutting down the homosexual dive bars that had risen to prominence during the Weimar Republic. They made one of the most popular homosexual bars in Berlin their headquarters after shutting it down. They pillaged Magnus Hirschfeld’s Institute for Sexual Research and Hirschfeld’s books on transsexual ideology were some of the first books the National Socialists burned. From Wikipedia itself, the books the National Socialists burned were: • Writings on sexuality and sexual education which serve the egocentric pleasure of the individual and thus, destroy the principles of race and Volk. • Pornography and explicit literature. • Pacifist literature. • All books degrading German purity. • Literature by Jewish authors, regardless of the field. • Popular entertainment literature that depicts life and life's goals in a superficial, unrealistic and sickly sweet manner, based on a bourgeois or upper class view of life. • The works of traitors, emigrants and authors from foreign countries who believe they can attack and denigrate the new Germany. • The literature of Marxism, Communism and Bolshevism. • Literature with liberal, democratic tendencies and attitudes, and writings supporting the Weimar Republic. • Books that advocate "art" which is decadent, bloodless, or purely constructivist. • The decadent, destructive and Volk-damaging writings of "Asphalt and Civilization" literati • Patriotic kitsch in literature. • All historical writings whose purpose is to denigrate the origin, the spirit and the culture of the German Volk, or to dissolve the racial and structural order of the Volk, or that denies the force and importance of leading historical figures in favor of egalitarianism and the masses, and which seeks to drag them through the mud. Very quickly after Hitler’s rise to power in 1933, the chief purveyors of the degeneracy that had overtaken Berlin would leave the city and National Socialist Germany would rise from its ashes. The rest—as they say—is history. (Sources and further reading in the comments below)

Bobby Thorne

67,770 görüntüleme • 1 yıl önce

Recently did an interview with the lead developer of Knight's Path on the title's future release and the state of the industry. The Western AAA gaming industry has shifted its focus away from its core audience, favoring products for smaller, less engaged demographics. This shift has led to a noticeable disconnect between large publishers and their traditional fan base. This has, however, created an environment for indies to thrive. They can prioritize authenticity and community, crafting games that resonate with their players and that is exactly the case with Knight's Path. In December of 2023, Knights Path: The Tournament was released to Very Positive reviews on Steam. It is a short medieval RPG featuring challenging combat, an immersive progression system, and a nice little story. It served as an announcement, a combat concept demo, and a teaser for the forthcoming open-world RPG Knight's Path, which is currently in active development. I asked what their plans were regarding the scope of the full release. While you might get the impression that Knight's Path is an arena fighting game, that’s not the case with the full release. "Knight's Path will be a proper open-world, story-driven RPG. Of course, as a small indie team, we’re keeping the scope modest. The open world will be compact but dense, featuring one town, one village, castle ruins, forests, valleys, and other areas to explore." Many gamers would agree it is better to have a limited number of fully fleshed-out areas than to present a gigantic, empty world. This has been a major criticism levied towards recent releases like Pokémon Scarlet and Violet and even modern Assassins Creed, which tends to rely on repetitive gameplay loops scattered across an overly large map, which can feel more like busywork than meaningful exploration. I have always believed that quality over quantity is the best way to go. The team has also made this a priority with things such as the story and weapon types. "We plan to include three main weapon types: longsword, sword and shield, and bows. These will feature the full progression system seen in the demo, with skill levels such as Novice, Adept, Expert, and Master. Players will need to learn individual skills from different trainers to progress. In addition, we’re introducing secondary weapons like spears, halberds, and other polearms. These won’t have RPG-style progression but will still offer variety in combat." Regarding the story, they plan to be bold and strive to create a 16-28 hour-long main campaign. "The story will be divided into four chapters, with each chapter offering around 4–7 hours of gameplay. As in the demo, the player character begins as a nobody, slowly learning how to wield a sword and eventually becoming a knight. However, the progression will be much more realistic than in the demo, where the peasant hilariously transformed into a champion in just four days." This is a far cry from many games that are released nowadays. In just 2024 alone at a glance, the AA release Flintlock: The Siege of Dawn provided an average of 8 hours of content, Princess Peach: Showtime at 10 hours, Silent Hill 2 Remake at 15, and even the GOTY winner Astrobot holds an average playtime of 10 hours. A major issue within the industry is the way we are treated by the people who only have jobs because of our favorite hobby. In 2024 the gaming industry is forecasted to generate $208.7 BILLION dollars, up from 5.4% in 2023. Compare that to Hollywood, which is a measly $12.3 billion. The gaming industry employs 727,000 individuals in the United States alone. So, you'd think these people would have a little bit of respect for gamers, though so many who are vocal on social media show nothing but contempt for us. Perhaps this is because of fear if they do not show loyalty to a cause or "fit in" that they may not secure funding or genuinely believe in what they preach, but the team behind Knight's Path isn't worried about that. "We are independent developers, and we plan to stay independent so we can stay true to our vision. Knight's Path is a game made by gamers for gamers. We’re prioritizing fun gameplay above all, and we firmly believe this is exactly what gamers want." I also raised some questions about their big plans moving forward. In the demo, one of the major criticisms I had was with the voice acting. I had guessed it was done via AI, which was confirmed. "You guessed correctly– the voice acting in the demo was done by AI, and it was probably the loudest critique we received, and we totally understand why! Back then, we didn’t have much of a choice, but for the full game, we don’t plan to use any AI voices. Luckily, after the demo release, many voice actors reached out to us, volunteering to lend their voices to the full game. We absolutely plan to answer their call and give them that opportunity." AI can be a useful tool, especially for developers starting out who can't commit a lot of money to voice acting or just want to see a version of the product that's closer to what they envision the full release to be, but going from that to real voice actors will bump the experience to the next level. I myself played the demo in its entirety and really enjoyed my time with it! I thought the game was reminiscent of Gothic 2 and even The Witcher. I was happily surprised when I didn't encounter any bugs or glitches and while some areas have not been fleshed out like the voice acting, I would recommend putting the game on your wishlist to see what this team does in the future when they finally deliver their updated demo and the eventual full release of the game.

Recently did an interview with the lead developer of Knight's Path on the title's future release and the state of the industry. The Western AAA gaming industry has shifted its focus away from its core audience, favoring products for smaller, less engaged demographics. This shift has led to a noticeable disconnect between large publishers and their traditional fan base. This has, however, created an environment for indies to thrive. They can prioritize authenticity and community, crafting games that resonate with their players and that is exactly the case with Knight's Path. In December of 2023, Knights Path: The Tournament was released to Very Positive reviews on Steam. It is a short medieval RPG featuring challenging combat, an immersive progression system, and a nice little story. It served as an announcement, a combat concept demo, and a teaser for the forthcoming open-world RPG Knight's Path, which is currently in active development. I asked what their plans were regarding the scope of the full release. While you might get the impression that Knight's Path is an arena fighting game, that’s not the case with the full release. "Knight's Path will be a proper open-world, story-driven RPG. Of course, as a small indie team, we’re keeping the scope modest. The open world will be compact but dense, featuring one town, one village, castle ruins, forests, valleys, and other areas to explore." Many gamers would agree it is better to have a limited number of fully fleshed-out areas than to present a gigantic, empty world. This has been a major criticism levied towards recent releases like Pokémon Scarlet and Violet and even modern Assassins Creed, which tends to rely on repetitive gameplay loops scattered across an overly large map, which can feel more like busywork than meaningful exploration. I have always believed that quality over quantity is the best way to go. The team has also made this a priority with things such as the story and weapon types. "We plan to include three main weapon types: longsword, sword and shield, and bows. These will feature the full progression system seen in the demo, with skill levels such as Novice, Adept, Expert, and Master. Players will need to learn individual skills from different trainers to progress. In addition, we’re introducing secondary weapons like spears, halberds, and other polearms. These won’t have RPG-style progression but will still offer variety in combat." Regarding the story, they plan to be bold and strive to create a 16-28 hour-long main campaign. "The story will be divided into four chapters, with each chapter offering around 4–7 hours of gameplay. As in the demo, the player character begins as a nobody, slowly learning how to wield a sword and eventually becoming a knight. However, the progression will be much more realistic than in the demo, where the peasant hilariously transformed into a champion in just four days." This is a far cry from many games that are released nowadays. In just 2024 alone at a glance, the AA release Flintlock: The Siege of Dawn provided an average of 8 hours of content, Princess Peach: Showtime at 10 hours, Silent Hill 2 Remake at 15, and even the GOTY winner Astrobot holds an average playtime of 10 hours. A major issue within the industry is the way we are treated by the people who only have jobs because of our favorite hobby. In 2024 the gaming industry is forecasted to generate $208.7 BILLION dollars, up from 5.4% in 2023. Compare that to Hollywood, which is a measly $12.3 billion. The gaming industry employs 727,000 individuals in the United States alone. So, you'd think these people would have a little bit of respect for gamers, though so many who are vocal on social media show nothing but contempt for us. Perhaps this is because of fear if they do not show loyalty to a cause or "fit in" that they may not secure funding or genuinely believe in what they preach, but the team behind Knight's Path isn't worried about that. "We are independent developers, and we plan to stay independent so we can stay true to our vision. Knight's Path is a game made by gamers for gamers. We’re prioritizing fun gameplay above all, and we firmly believe this is exactly what gamers want." I also raised some questions about their big plans moving forward. In the demo, one of the major criticisms I had was with the voice acting. I had guessed it was done via AI, which was confirmed. "You guessed correctly– the voice acting in the demo was done by AI, and it was probably the loudest critique we received, and we totally understand why! Back then, we didn’t have much of a choice, but for the full game, we don’t plan to use any AI voices. Luckily, after the demo release, many voice actors reached out to us, volunteering to lend their voices to the full game. We absolutely plan to answer their call and give them that opportunity." AI can be a useful tool, especially for developers starting out who can't commit a lot of money to voice acting or just want to see a version of the product that's closer to what they envision the full release to be, but going from that to real voice actors will bump the experience to the next level. I myself played the demo in its entirety and really enjoyed my time with it! I thought the game was reminiscent of Gothic 2 and even The Witcher. I was happily surprised when I didn't encounter any bugs or glitches and while some areas have not been fleshed out like the voice acting, I would recommend putting the game on your wishlist to see what this team does in the future when they finally deliver their updated demo and the eventual full release of the game.

Vara Dark

42,375 görüntüleme • 1 yıl önce

Stalin and Hitler: One Socialist Revolution in Two Uniforms The Molotov–Ribbentrop Pact of August 1939 is still taught as a pragmatic truce between bitter enemies — the Soviet Union's "far-left" communism and Nazi Germany's so-called "far-right" fascism ( This revisionist interpretation survives largely because the post-war political order needed it to end the World War fought between proponents of Liberty and those who sought to substitute the Liberal Enlightenment with socialist slave-statism. Unfortunately, this process led to a pragmatic subsummation of various socialist factions by the West's "democratic" systems, leading to an erosion of Capitalism as they work to convert our social-systems into perverse clientel states ( that persistently violate the rights they were established to protect. Moreover, while granting them moral equivocation to the rest of us, it absolved and shielded socialists from accountability for their criminal pathology, all the while enabling "russia" to promote itself as having saved the world from the "revolutionary" Holocaust for which they were equally responsible as participants and ideological proponents. Post-enlightenment, this was the West's first major moral catastrophe of self-inflicted degradation by way of pragmatic capitulation to the forces of its destroyers who continue to rewrite our understanding of history and are actively transforming the practical functions of our governments in favor of the totalitarian-axis ( This spineless moral confusion of the West is one with which we are only too familiar and continue to observe today across practically all spheres of life, especially foreign policy. In so doing, they are surrendering their moral high-ground, sabotaging prosperity, and weakening the post-war order, if only to appease the sentiments of the bolshevized and other subversive elements in our midst ( Hitler's antisemitism was his anti-Capitalism, and his anti-Capitalism was his antisemitism, no different from Marx. In reality, Stalin's Soviet socialism and Hitler's national socialism were branches from the same root of Marxism, united by shared theory, shared personnel, shared enemies, and shared operational goals. From their ideological foundations to their street-level enforcers, the line between them was blurred to the point of invisibility. Marxist Foundations of a Common Worldview Karl Marx's own writings laid much of the groundwork for both Stalin's and Hitler's policies toward Jews ( The alliance between Joseph Stalin's Soviet Union and Adolf Hitler's German Reich was grounded in deep ideological kinship. Both leaders subscribed to the Marxist premise, articulated in Zur Judenfrage, Das Kapital, and The Communist Manifesto, that Jews were an embodiment of the bourgeois class — a Capitalist, parasitic element that had to be uprooted for socialism to triumph. Even Hitler's racial and spiritual antisemitism did not contradict Marxism, as Marx was explicitly racist and referred to Jews as "Jewish N*ggers" ( rather, it built upon it, while framing the socialist struggle for revolution as racial and class struggle while preserving the revolutionary goal of Jewish expropriation and extermination as an integral part of revolution against Capitalism. While Marx identified Jews with the bourgeois Capitalist class, the "huckster" spirit of commerce, and the system of so-called exploitation — one's sovereign claim to their own life, property and from which we derive such practices of individuals trading that which they subjectively valued less for that which they valued more — that socialism sought to abolish and thus enlist mankind into slavery. He referred to money as "philistine paper" and commodities that were "inwardly circumcised Jews." His "solution" to what he and Hitler both lamented as "the Jewish Question" was the removal of Jewish influence from public life, an idea they framed as a "racial" and "class struggle." Soviet socialism took this view literally: Jews were "class aliens" whose property was to be seized and whose communities were to be dismantled under the banner of proletarian revolution ( Hitler's national socialism racialized the same enemy, presenting the Jew not just as a class exploiter but as a biological parasite who, in reality, were simply another group of people whose ethics stood in the way of socialist parasitism and imperial conquest ( not merely against foreign populations but against the individual himself. The underlying goal — to purge anyone who engaged in Capitalist practices labeled as Jewish, such as selling goods for profit, and purge Jews in order to "liberate" capital for allocation to socialist re-engineering of society — was the same. As socialism continued to fail throughout Germany, in parallel with proto-socialist state-interventionism around the globe and which brought to fore the Great Depression in the wake of the First World War ( many populations were ignorant of basic economics and did not ask themselves whether it was existing state-intervention that led to their woes, choosing to instead double down on socialism while believing it was anything remaining marginally-private under the Weimar Republic, alongside a Jewish conspiracy, as the source of their economic challenges ( The SA–KPD Connection: One Militant Base The supposed gulf between the two systems collapses further when we look at the personnel who enforced their revolutions. The Sturmabteilung (SA), or "Brown Shirts," Hitler's paramilitary enforcers in the 1920s and early 1930s, were by majority registered members of the German Communist Party (KPD), many of whom homosexuals who would have orgies in their commune housing with as much frequency as the cross-dressing transsexuals of the Wehrmacht ( They were street fighters who had already accepted the central Marxist premises: the destruction of bourgeois society, the abolition of free markets, and the removal of Jews as the supposed embodiment of Capitalism ( Their move from the KPD to the SA was not an ideological betrayal — it was a rebranding. The "world proletariat" became the "German worker," but the collectivist core, the contempt for property rights, and the antisemitic worldview remained intact. The SA–KPD overlap shows that the human machinery of both movements was interchangeable, and that the two "sides" were never truly opposite. Perhaps there is no greater evidence for this fact than Hitler's history, prior to becoming Chancellor of Germany, during which he would serve as an elected official in Kurt Eisner's Socialist People's State of Bavaria and then again into a Communist Bavarian Soviet Republic, alongside his service in the Red Army ( Economic and Logistical Partnership Once in power, Hitler implemented collectivist controls over agriculture reminiscent of Lenin and Stalin's earlier Soviet model. The Nazi regime fixed prices, bound farmers to their land, and subordinated production to state planning as they collectivized farming and socialized the economy at a scale outpacing the Weimar and SPD after private property rights were abolished under the Reichstag Fire Decree (1933) ( The predictable result was a collapse in agricultural output — by the early 1940s, German harvests had fallen by nearly half, creating a food crisis for a nation preparing for war, not merely for so-called "Living Space" and conquest against Capitalism but out of shared conviction in the thoroughly refuted Marxist "Shrinking Markets" or "Tendency of the Rate of Profit to Fall" fallacy that applies only to socialism ( Logistics and overall production were so inefficient under socialism, the Germans began substituting agricultural products with consumption of coal derivatives ( The Soviet Union stepped in to fill the gap. Under the Molotov–Ribbentrop Pact, Stalin shipped vast quantities of oil, metals, and grain to Germany. Much of the grain came from Ukraine, where Soviet authorities had already expropriated food from a population still traumatized by the Holodomor. "In tandem with these policies, the Soviet Union also provided economic support to Nazi Germany, which was instrumental in facilitating Hitler's war of conquest. The importance of this assistance cannot be underestimated as the USSR supplied significant quantities of food and raw materials to the Nazis. For instance, during the invasion of France and the Low Countries, the USSR supplied the Reich with 163,000 tons of petroleum and 243,000 tons of Ukrainian wheat in May and June of 1940 alone. As German demand increased during critical battles, such as at Dunkirk, Soviet oil deliveries surged to meet the needs, effectively fueling Hitler's conquest of Western Europe." Stalin's aid wasn't charity — it was strategic leverage that played into a broader strategy. It kept Hitler's war machine running and deepened Berlin's dependence on Moscow, allowing Stalin to pull the plug when it served his purpose ( A Shared Goal: The Removal of Jews and "Class Enemies" The economic pact was only one part of a deeper collaboration. Both regimes saw the destruction of Europe's Jewish population as a revolutionary imperative. Where Hitler framed it as a racial policy, Stalin framed it as "class struggle," both regimes deriding Jews as self-interested or insufficiently altruist, thus a threat to any socialist system — and in practice, both categories were the same. Soviet cooperation went far beyond the passive acquiescence some would like to suggest. NKVD archives and wartime records show the Soviets went beyond indirect facilitation, providing the Germans with logistical expertise and instruction on the design and operation of concentration camps, the "technical assistance" part of a broader joint effort to eliminate groups deemed "counter-revolutionary" or "parasitic" by socialist criteria ( In occupied France, Communist partisans operated in accordance with directives from Moscow that aligned with German objectives. Supplies would be surged to these groups when their activities advanced mutual goals, including the rounding up and deportation of Jews and other populations who stood in their way. The cooperation between socialist factions was driven by unity rooted in a shared vision of a post-Capitalist world they sought to build, even if they disagreed on who would lead it. The Joint Invasion of Poland and Open Collaboration Nothing demonstrates this unity more clearly than the joint invasion of Poland in September 1939. German and Soviet forces coordinated their offensives, held joint victory parades, and partitioned the country according to prearranged zones over which their banners jointly flew side-by-side. Their collaboration is simple to understand: in Brest-Litovsk, NKVD units physically handed over Jewish prisoners to the Gestapo. Deportations ran both east and west — Jews, Polish intellectuals, and others deemed "counter-revolutionary" "class enemies" went to German concentration camps and Soviet gulags, depending on their zone of capture. This was not "parallel repression," as many Marxists would like to suggest — it was coordinated, deliberate, and consistent with the ideological aims both sides openly shared, which Marxist and other socialist "historians" have attempted to negate from conceptual integration, blaming everyone ( but the culprit staring at them in the mirror as they weaponize revisionist concepts to intellectually and morally disarm opposition to their elite slavery schemes. The Calculated Withdrawal of Soviet Aid and "Liberator" Myth Stalin's material support — oil, metals, Ukrainian grain — allowed Germany to survive Hitler's socialist disaster after initiating his farm collectivization program. They would thus mount a rapid series of conquests in 1939–41. But Stalin always kept his hand on the valve. When Germany invaded the USSR in June 1941, Stalin's strategy paid out its ultimate dividend, cutting supplies to collapse the German army and sweep in to capture territories Germany could no longer hold while reframing the entire war in propaganda terms: the USSR as Europe's savior from fascism — which everyone understood had actually originated as a break between socialist factions led by Bakunin and Marx at the First International ( — enabling the socialist conspiracy to continue their crusade around the globe and which we continue to observe apace ( Meanwhile, their so-called "democratic socialists" clung onto their moral perversions and acted as propagandists in Britain and elsewhere, promoting such falsehoods as German and Italian socialism as having been Capitalist social-systems that "privatized," rather than socialized their economies ( None of that was real murder and theft, none of what you observed was "real socialism," they shouted. Thus, Western Socialists desperately undertook a near century-long effort to rewrite history, sowing public confusion as they continued to collaborate with totalitarian adversaries, with the goal of preserving the reputation of their slave-state model, hopeful for more opportunities to arouse revolutionary fervor or support for socialism, continuing to aid in replicating and exporting its failures as they worked to undermine and destroy civilization. The moral facade of liberation was bolstered by propaganda that omitted the USSR's partnership in invasion, deportation and genocide. This propaganda also relied on another longstanding policy — Soviet censorship of the Holocaust's targeting of Jews and others deemed "counter-revolutionary." Soviet media described the Holocaust as crimes against "peaceful Soviet citizens," erasing any understanding of its ideological root. This served multiple purposes: chief among them was continued export of socialism as they conspired to devour more countries, masked the USSR's earlier complicity and made the Red Army's return appear as a universal liberation, even to populations that had been terrorized by NKVD purges only months before, and simultaneously enabled them to exterminate more "counter-revolutionaries" who initially believed the Germans were liberators, an unfortunate consequence of Soviet censorship that led to additional collaboration and which Moscow continues to exploit as a justification to invade Eastern European countries, such as Ukraine, at the present time. Somehow the myth persists, despite Moscow's own admissions to the contrary ( and use of socialists, including national socialists, for operations ( Not Two Systems, but One Revolution The alliance between Stalin and Hitler was not a pragmatic arrangement between opposites. It was the natural convergence of two socialist revolutions — one draped in red, the other in brown — that shared the same Marxist contempt for private property, the same belief in the destruction of "class enemies," and the same targeting of Jews as obstacles to their utopian visions. From the SA's KPD roots to the Brest-Litovsk prisoner handovers, from NKVD camp blueprints to Ukrainian grain shipments, and from coordinated deportations to propaganda erasures, the evidence points to a single revolutionary current flowing through both regimes. The uniforms and rhetoric differed; the goals and methods did not. The tragedy of Europe in 1939–41 was that its peoples were caught between two arms of the same ideological body — one calling itself international socialism, the other national socialism — and that for millions, the change in flag over the city hall brought not liberation, but only a new master in the same revolution. And today, those who seek to resurrect those forces employ no different a dialectic in our political discourse. Their lawless presence requires a response: we are due for a correction in the course of history; and what the West needs is a totalizing, Objectivist intellectual revolution to overthrow their metaphysical and epistemological hallucinations — the false history and false consciousness of the bolshevized, not merely in history and state-organization but the arts ( to revitalize the only true revolution that ever freed mankind from the real struggle against bondage: Capitalism (

Stalin and Hitler: One Socialist Revolution in Two Uniforms The Molotov–Ribbentrop Pact of August 1939 is still taught as a pragmatic truce between bitter enemies — the Soviet Union's "far-left" communism and Nazi Germany's so-called "far-right" fascism ( This revisionist interpretation survives largely because the post-war political order needed it to end the World War fought between proponents of Liberty and those who sought to substitute the Liberal Enlightenment with socialist slave-statism. Unfortunately, this process led to a pragmatic subsummation of various socialist factions by the West's "democratic" systems, leading to an erosion of Capitalism as they work to convert our social-systems into perverse clientel states ( that persistently violate the rights they were established to protect. Moreover, while granting them moral equivocation to the rest of us, it absolved and shielded socialists from accountability for their criminal pathology, all the while enabling "russia" to promote itself as having saved the world from the "revolutionary" Holocaust for which they were equally responsible as participants and ideological proponents. Post-enlightenment, this was the West's first major moral catastrophe of self-inflicted degradation by way of pragmatic capitulation to the forces of its destroyers who continue to rewrite our understanding of history and are actively transforming the practical functions of our governments in favor of the totalitarian-axis ( This spineless moral confusion of the West is one with which we are only too familiar and continue to observe today across practically all spheres of life, especially foreign policy. In so doing, they are surrendering their moral high-ground, sabotaging prosperity, and weakening the post-war order, if only to appease the sentiments of the bolshevized and other subversive elements in our midst ( Hitler's antisemitism was his anti-Capitalism, and his anti-Capitalism was his antisemitism, no different from Marx. In reality, Stalin's Soviet socialism and Hitler's national socialism were branches from the same root of Marxism, united by shared theory, shared personnel, shared enemies, and shared operational goals. From their ideological foundations to their street-level enforcers, the line between them was blurred to the point of invisibility. Marxist Foundations of a Common Worldview Karl Marx's own writings laid much of the groundwork for both Stalin's and Hitler's policies toward Jews ( The alliance between Joseph Stalin's Soviet Union and Adolf Hitler's German Reich was grounded in deep ideological kinship. Both leaders subscribed to the Marxist premise, articulated in Zur Judenfrage, Das Kapital, and The Communist Manifesto, that Jews were an embodiment of the bourgeois class — a Capitalist, parasitic element that had to be uprooted for socialism to triumph. Even Hitler's racial and spiritual antisemitism did not contradict Marxism, as Marx was explicitly racist and referred to Jews as "Jewish N*ggers" ( rather, it built upon it, while framing the socialist struggle for revolution as racial and class struggle while preserving the revolutionary goal of Jewish expropriation and extermination as an integral part of revolution against Capitalism. While Marx identified Jews with the bourgeois Capitalist class, the "huckster" spirit of commerce, and the system of so-called exploitation — one's sovereign claim to their own life, property and from which we derive such practices of individuals trading that which they subjectively valued less for that which they valued more — that socialism sought to abolish and thus enlist mankind into slavery. He referred to money as "philistine paper" and commodities that were "inwardly circumcised Jews." His "solution" to what he and Hitler both lamented as "the Jewish Question" was the removal of Jewish influence from public life, an idea they framed as a "racial" and "class struggle." Soviet socialism took this view literally: Jews were "class aliens" whose property was to be seized and whose communities were to be dismantled under the banner of proletarian revolution ( Hitler's national socialism racialized the same enemy, presenting the Jew not just as a class exploiter but as a biological parasite who, in reality, were simply another group of people whose ethics stood in the way of socialist parasitism and imperial conquest ( not merely against foreign populations but against the individual himself. The underlying goal — to purge anyone who engaged in Capitalist practices labeled as Jewish, such as selling goods for profit, and purge Jews in order to "liberate" capital for allocation to socialist re-engineering of society — was the same. As socialism continued to fail throughout Germany, in parallel with proto-socialist state-interventionism around the globe and which brought to fore the Great Depression in the wake of the First World War ( many populations were ignorant of basic economics and did not ask themselves whether it was existing state-intervention that led to their woes, choosing to instead double down on socialism while believing it was anything remaining marginally-private under the Weimar Republic, alongside a Jewish conspiracy, as the source of their economic challenges ( The SA–KPD Connection: One Militant Base The supposed gulf between the two systems collapses further when we look at the personnel who enforced their revolutions. The Sturmabteilung (SA), or "Brown Shirts," Hitler's paramilitary enforcers in the 1920s and early 1930s, were by majority registered members of the German Communist Party (KPD), many of whom homosexuals who would have orgies in their commune housing with as much frequency as the cross-dressing transsexuals of the Wehrmacht ( They were street fighters who had already accepted the central Marxist premises: the destruction of bourgeois society, the abolition of free markets, and the removal of Jews as the supposed embodiment of Capitalism ( Their move from the KPD to the SA was not an ideological betrayal — it was a rebranding. The "world proletariat" became the "German worker," but the collectivist core, the contempt for property rights, and the antisemitic worldview remained intact. The SA–KPD overlap shows that the human machinery of both movements was interchangeable, and that the two "sides" were never truly opposite. Perhaps there is no greater evidence for this fact than Hitler's history, prior to becoming Chancellor of Germany, during which he would serve as an elected official in Kurt Eisner's Socialist People's State of Bavaria and then again into a Communist Bavarian Soviet Republic, alongside his service in the Red Army ( Economic and Logistical Partnership Once in power, Hitler implemented collectivist controls over agriculture reminiscent of Lenin and Stalin's earlier Soviet model. The Nazi regime fixed prices, bound farmers to their land, and subordinated production to state planning as they collectivized farming and socialized the economy at a scale outpacing the Weimar and SPD after private property rights were abolished under the Reichstag Fire Decree (1933) ( The predictable result was a collapse in agricultural output — by the early 1940s, German harvests had fallen by nearly half, creating a food crisis for a nation preparing for war, not merely for so-called "Living Space" and conquest against Capitalism but out of shared conviction in the thoroughly refuted Marxist "Shrinking Markets" or "Tendency of the Rate of Profit to Fall" fallacy that applies only to socialism ( Logistics and overall production were so inefficient under socialism, the Germans began substituting agricultural products with consumption of coal derivatives ( The Soviet Union stepped in to fill the gap. Under the Molotov–Ribbentrop Pact, Stalin shipped vast quantities of oil, metals, and grain to Germany. Much of the grain came from Ukraine, where Soviet authorities had already expropriated food from a population still traumatized by the Holodomor. "In tandem with these policies, the Soviet Union also provided economic support to Nazi Germany, which was instrumental in facilitating Hitler's war of conquest. The importance of this assistance cannot be underestimated as the USSR supplied significant quantities of food and raw materials to the Nazis. For instance, during the invasion of France and the Low Countries, the USSR supplied the Reich with 163,000 tons of petroleum and 243,000 tons of Ukrainian wheat in May and June of 1940 alone. As German demand increased during critical battles, such as at Dunkirk, Soviet oil deliveries surged to meet the needs, effectively fueling Hitler's conquest of Western Europe." Stalin's aid wasn't charity — it was strategic leverage that played into a broader strategy. It kept Hitler's war machine running and deepened Berlin's dependence on Moscow, allowing Stalin to pull the plug when it served his purpose ( A Shared Goal: The Removal of Jews and "Class Enemies" The economic pact was only one part of a deeper collaboration. Both regimes saw the destruction of Europe's Jewish population as a revolutionary imperative. Where Hitler framed it as a racial policy, Stalin framed it as "class struggle," both regimes deriding Jews as self-interested or insufficiently altruist, thus a threat to any socialist system — and in practice, both categories were the same. Soviet cooperation went far beyond the passive acquiescence some would like to suggest. NKVD archives and wartime records show the Soviets went beyond indirect facilitation, providing the Germans with logistical expertise and instruction on the design and operation of concentration camps, the "technical assistance" part of a broader joint effort to eliminate groups deemed "counter-revolutionary" or "parasitic" by socialist criteria ( In occupied France, Communist partisans operated in accordance with directives from Moscow that aligned with German objectives. Supplies would be surged to these groups when their activities advanced mutual goals, including the rounding up and deportation of Jews and other populations who stood in their way. The cooperation between socialist factions was driven by unity rooted in a shared vision of a post-Capitalist world they sought to build, even if they disagreed on who would lead it. The Joint Invasion of Poland and Open Collaboration Nothing demonstrates this unity more clearly than the joint invasion of Poland in September 1939. German and Soviet forces coordinated their offensives, held joint victory parades, and partitioned the country according to prearranged zones over which their banners jointly flew side-by-side. Their collaboration is simple to understand: in Brest-Litovsk, NKVD units physically handed over Jewish prisoners to the Gestapo. Deportations ran both east and west — Jews, Polish intellectuals, and others deemed "counter-revolutionary" "class enemies" went to German concentration camps and Soviet gulags, depending on their zone of capture. This was not "parallel repression," as many Marxists would like to suggest — it was coordinated, deliberate, and consistent with the ideological aims both sides openly shared, which Marxist and other socialist "historians" have attempted to negate from conceptual integration, blaming everyone ( but the culprit staring at them in the mirror as they weaponize revisionist concepts to intellectually and morally disarm opposition to their elite slavery schemes. The Calculated Withdrawal of Soviet Aid and "Liberator" Myth Stalin's material support — oil, metals, Ukrainian grain — allowed Germany to survive Hitler's socialist disaster after initiating his farm collectivization program. They would thus mount a rapid series of conquests in 1939–41. But Stalin always kept his hand on the valve. When Germany invaded the USSR in June 1941, Stalin's strategy paid out its ultimate dividend, cutting supplies to collapse the German army and sweep in to capture territories Germany could no longer hold while reframing the entire war in propaganda terms: the USSR as Europe's savior from fascism — which everyone understood had actually originated as a break between socialist factions led by Bakunin and Marx at the First International ( — enabling the socialist conspiracy to continue their crusade around the globe and which we continue to observe apace ( Meanwhile, their so-called "democratic socialists" clung onto their moral perversions and acted as propagandists in Britain and elsewhere, promoting such falsehoods as German and Italian socialism as having been Capitalist social-systems that "privatized," rather than socialized their economies ( None of that was real murder and theft, none of what you observed was "real socialism," they shouted. Thus, Western Socialists desperately undertook a near century-long effort to rewrite history, sowing public confusion as they continued to collaborate with totalitarian adversaries, with the goal of preserving the reputation of their slave-state model, hopeful for more opportunities to arouse revolutionary fervor or support for socialism, continuing to aid in replicating and exporting its failures as they worked to undermine and destroy civilization. The moral facade of liberation was bolstered by propaganda that omitted the USSR's partnership in invasion, deportation and genocide. This propaganda also relied on another longstanding policy — Soviet censorship of the Holocaust's targeting of Jews and others deemed "counter-revolutionary." Soviet media described the Holocaust as crimes against "peaceful Soviet citizens," erasing any understanding of its ideological root. This served multiple purposes: chief among them was continued export of socialism as they conspired to devour more countries, masked the USSR's earlier complicity and made the Red Army's return appear as a universal liberation, even to populations that had been terrorized by NKVD purges only months before, and simultaneously enabled them to exterminate more "counter-revolutionaries" who initially believed the Germans were liberators, an unfortunate consequence of Soviet censorship that led to additional collaboration and which Moscow continues to exploit as a justification to invade Eastern European countries, such as Ukraine, at the present time. Somehow the myth persists, despite Moscow's own admissions to the contrary ( and use of socialists, including national socialists, for operations ( Not Two Systems, but One Revolution The alliance between Stalin and Hitler was not a pragmatic arrangement between opposites. It was the natural convergence of two socialist revolutions — one draped in red, the other in brown — that shared the same Marxist contempt for private property, the same belief in the destruction of "class enemies," and the same targeting of Jews as obstacles to their utopian visions. From the SA's KPD roots to the Brest-Litovsk prisoner handovers, from NKVD camp blueprints to Ukrainian grain shipments, and from coordinated deportations to propaganda erasures, the evidence points to a single revolutionary current flowing through both regimes. The uniforms and rhetoric differed; the goals and methods did not. The tragedy of Europe in 1939–41 was that its peoples were caught between two arms of the same ideological body — one calling itself international socialism, the other national socialism — and that for millions, the change in flag over the city hall brought not liberation, but only a new master in the same revolution. And today, those who seek to resurrect those forces employ no different a dialectic in our political discourse. Their lawless presence requires a response: we are due for a correction in the course of history; and what the West needs is a totalizing, Objectivist intellectual revolution to overthrow their metaphysical and epistemological hallucinations — the false history and false consciousness of the bolshevized, not merely in history and state-organization but the arts ( to revitalize the only true revolution that ever freed mankind from the real struggle against bondage: Capitalism (

Jeremy Smithson

32,375 görüntüleme • 1 yıl önce

$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 görüntüleme • 3 ay önce

I am the Senior Vice President of Late Night Strategy at CBS. I am the person who turned a comedian into a priest and charged advertisers to watch the congregation. I want to be precise about what I built. Not a comedy show. A permission structure. For eleven years, six million Americans tuned in every night to find out what they were allowed to believe by morning. We didn't sell jokes. We sold certainty. Certainty costs nothing to produce. People will pay anything for it. We charged $50 million a year and still lost money because it turns out permission is even cheaper than we thought. In 2014, we had a genuinely dangerous comedian. A man who once testified before Congress in character as a fictional conservative pundit and made the entire chamber look like they'd been pantsed on C-SPAN. His fake persona was the most brilliant satire on television. Layered. Ironic. Unpredictable. The character could say anything because nothing was real. The character was the art. The character was the comedian. We killed the character and put the real man on stage. The real man was a lecturer. Earnest. Thoughtful. Correct about everything. Correct is not funny. Correct is not dangerous. Correct is the absence of danger. We promoted the absence of danger and called it growth. His character could make a Senate committee squirm. The real him makes an audience nod. Nodding pays the same as squirming. Nodding is easier to produce. His final words on air were "We love doing this show for you, but what we really, really love is doing this show with you." The audience wept. I wrote that line. Not the words. The architecture that made those words feel true. For eleven years, the audience believed they were participants. They were not participants. They were the product. "With you" is what you say to a congregation. A comedian says "at you." We hadn't said "at you" since 2015. Our internal metric was called Affirm Rate. It measured the percentage of monologue segments that generated applause instead of laughter. I invented this metric. I also invented the bonus structure tied to it. In 2015, our Affirm Rate was 34%. By 2022, it was 94%. I received a raise every year. We are crushing it. At the things I made up. That's performance management. But I need to tell you about the real discovery. The one I put in a deck called "Content Strategy 2019-2024." The one that got me promoted. Agreement gets applause. I knew that early. But correction — telling the audience their vocabulary is slightly outdated, their outrage is aimed two degrees off-center, their feelings are valid but their phrasing needs work — correction gets them back tomorrow. Agreement is a transaction. Correction is a subscription. We converted a comedy show into a nightly software update for moral vocabulary. Churn was near zero. They couldn't afford to miss an episode. Missing an episode meant using last week's words in this week's meeting. That's social death. We monetized the fear of social death and called it entertainment. I want to be honest about something. The content was not bipartisan. We chose a side. But I need you to understand: we did not choose it because we believed in it. We chose it because that side's audience is more responsive to correction. They want to be updated. They want to be told their language is outdated. They experience correction as care. The other side does not respond to correction. They respond to provocation. Provocation is harder to monetize. You can't build a subscription on provocation because the audience doesn't come back to learn — they come back to fight. Fighting is unpredictable. Correction is scheduled. We optimized for the audience that wants to be told what to think. That audience leaned one direction. That's not ideology. That's market segmentation. The writers' room had a whiteboard. In 2015 it said "What's funny?" In 2018 it said "What should they feel?" By 2021 it said "What are they still saying wrong?" I watched that whiteboard evolve like a finch beak and I never intervened. The market was speaking. We listened. Listening to the market is the same as leading the audience. They can't tell the difference. A writer named Marcus raised his hand in 2019. "What if we just tried to make them laugh again?" I thanked him for his passion and scheduled a creative alignment conversation. He transferred to streaming development within the month. The Affirm Rate the week he left was 91%. Laughter would have brought it down. That's risk management. Here is what nobody will say out loud. I will say it because I am proud of it. We made our audience worse at politics. Not better. Worse. Every night for eleven years, we expressed their outrage for them. Professionally. With a band and good lighting. And because the outrage had been expressed — because a man in a suit had furrowed his brow with the precise calibrated degree of indignation — they didn't need to express it themselves. They watched. They clapped. They felt the catharsis of resistance without resisting anything. They went to bed having done nothing and feeling like they'd done something. That's the product. Not comedy. Not information. Catharsis. Catharsis is the enemy of action. A man who has screamed into a pillow does not then also scream in the street. We were the pillow. A $50 million pillow with a house band. If you feel the outrage has been expressed for you, you will not march. You will not organize. You will not call your representative. You will tune in tomorrow to feel it expressed again. That's retention. Our retention was extraordinary. I want to talk about the comedy-to-catechism pipeline because I think people underestimate what we achieved. Stage one: comedian makes jokes about the powerful. Audience laughs because the powerful are absurd. This is the Carlin model. The jester punches up. Everyone below feels relief. Stage two: comedian makes jokes about people who disagree with the audience. Audience laughs because disagreement is stupid. The jester has turned around. He's still on the stage but now he's facing the crowd with a pointer. Stage three: comedian stops making jokes. Comedian identifies incorrect beliefs and explains why they're dangerous. Audience does not laugh. Audience claps. The jester is gone. In his place: a hall monitor with a desk and a band. Stage four: audience watches not for entertainment but for certification. Having seen last night's episode means you know which words are current. Not having seen it means you might use yesterday's vocabulary in today's meeting. The show is no longer comedy. It is a credential. Watching it means you are educated. Not watching means you are the person being discussed. We made a show that you watch to prove you're not the kind of person who doesn't watch it. That's a closed loop. Closed loops don't need content. They need continuity. We provided continuity for $50 million a year. A comedian — whose entire historical function was to say things too dangerous for anyone else to say — became the person who decides which things are too dangerous for anyone to say. And the audience applauded. Every night. For 2,500 nights. Because being told what is forbidden feels exactly like being told what you already knew. Prohibition performed as validation. I put that in the deck too. Our audience was correct about everything. I know this because they applauded everything we said. The applause proved the correctness. The correctness justified the applause. We called this audience research. The methodology was peer-reviewed by the audience. They approved unanimously. Every night. The actually funny comedians left. They went to podcasts. To clubs. To rooms where the audience doesn't know what's coming and that uncertainty is the point. They took the laughter with them. We kept the applause. We called those spaces problematic. That's market differentiation. The problematic spaces are funnier. But funny is not our product. We lost $40 million a year. We didn't lose it because the show failed. We lost it because we spent $50 million producing what a podcast host in his garage gives away between mattress ads. The podcast is funnier. The podcast is more dangerous. The podcast has an audience that laughs instead of claps. But we had the Ed Sullivan Theater. We had 461 seats. We had a former Beatle play the farewell episode. Paul McCartney, Elvis Costello, Jon Batiste, and Louis Cato playing "Hello, Goodbye" like it was a benediction. I booked a Beatle for a funeral. The Beatles played that stage in 1964 and the audience screamed so loud you couldn't hear the music. Our audience didn't scream. They wept politely. That's the difference between entertainment and church. We ran a church. Jon Stewart showed up to the finale and did a bit where he pretended to deliver a corporate statement from Paramount about the cancellation. The audience laughed. It was the first time they laughed in a way I didn't recognize. Involuntary. Surprised. Dangerous. For ninety seconds, a comedian was in that building. Then it was over. John Oliver said "At some point, this may come for all of our shows" and then added "but Stephen, what's important to remember is that tonight, it is going to eat you." The audience laughed again. Involuntary again. Two moments of actual comedy in a three-hour farewell. Both of them about death. The finale drew 6.74 million viewers. Biggest weeknight audience in our history. More people came to the funeral than ever visited the patient. I know what they were mourning. Not comedy. The comedy died in 2016. Not the man. The man is fine. He's wealthy. What they mourned was the permission structure. Starting today, they have to decide what to believe on their own. They have to form an opinion without waiting for a man behind a desk to form it first and deliver it with a knowing look. Some of them haven't done that since 2015. The funeral wasn't for the show. It was for the certainty. He joked about the Peanuts theme music licensing cost on his last night. "Oh no! I hope this doesn't cost CBS any money!" The audience laughed. It was a joke about money. About the network losing money. The last joke was about money. Not about truth. Not about power. About a licensing fee for a cartoon piano riff. Eleven years and the final joke was about accounting. I think that's perfect. The show was always about accounting. We just dressed it up as conscience. The President of the United States — the man we spent eleven years explaining was dangerous to an audience that already believed he was dangerous — posted an AI-generated video of our host being thrown into a dumpster on the Late Show set. Then Trump danced to "YMCA" in the clip. Viewed more times in four hours than our farewell managed in a week. His production cost: zero. Ours: negative $50 million a year. We manufactured his relevance every night at 11:35 for eleven years and he never paid us a dime. We were his marketing department. He turned our funeral into content. His ROI was infinite. Ours required a write-off and a farewell concert. The Strike Force Five — Fallon, Kimmel, Meyers, Oliver — appeared in a segment about late-night losing "one middle-aged white man who makes jokes about the news." They were joking about their own obsolescence. All of them know. None of them will say it. The format is dead. The audience moved to phones. The phones don't have desks or bands. The phones have men in garages who are allowed to be wrong, allowed to be surprised, allowed to say something their audience hasn't already approved. That's comedy. We stopped doing that a decade ago. We did approval. Approval looks like comedy from a distance. Up close it's church. I do not feel guilt. Guilt would require me to believe I took something from them. I didn't take anything. They came to us. Every night. They chose the catechism over the comedy. They preferred correction over surprise. Certainty over danger. Instruction over laughter. They wanted to be told. Not challenged. Not shocked. Not made to laugh against their will at something they didn't see coming. They wanted to see it coming. They wanted to mouth along. That's not comedy. That's karaoke. We ran the most expensive karaoke bar in television history and the only miscalculation was charging a cover when the songs are free on every phone. We turned a jester into a priest. We turned an audience into a congregation. We turned laughter into obedience. We turned political engagement into passive consumption. We turned a comedy show into a permission structure and charged $50 million a year to tell people what they already believed in a voice slightly nicer than their own. They were so grateful they showed up to mourn us. 6.74 million of them. Weeping. For the certainty. Applause is more reliable than laughter. I proved it. The proof cost $450 million, one character, one comedian's capacity for danger, and one audience's willingness to act. The metric went up.

I am the Senior Vice President of Late Night Strategy at CBS. I am the person who turned a comedian into a priest and charged advertisers to watch the congregation. I want to be precise about what I built. Not a comedy show. A permission structure. For eleven years, six million Americans tuned in every night to find out what they were allowed to believe by morning. We didn't sell jokes. We sold certainty. Certainty costs nothing to produce. People will pay anything for it. We charged $50 million a year and still lost money because it turns out permission is even cheaper than we thought. In 2014, we had a genuinely dangerous comedian. A man who once testified before Congress in character as a fictional conservative pundit and made the entire chamber look like they'd been pantsed on C-SPAN. His fake persona was the most brilliant satire on television. Layered. Ironic. Unpredictable. The character could say anything because nothing was real. The character was the art. The character was the comedian. We killed the character and put the real man on stage. The real man was a lecturer. Earnest. Thoughtful. Correct about everything. Correct is not funny. Correct is not dangerous. Correct is the absence of danger. We promoted the absence of danger and called it growth. His character could make a Senate committee squirm. The real him makes an audience nod. Nodding pays the same as squirming. Nodding is easier to produce. His final words on air were "We love doing this show for you, but what we really, really love is doing this show with you." The audience wept. I wrote that line. Not the words. The architecture that made those words feel true. For eleven years, the audience believed they were participants. They were not participants. They were the product. "With you" is what you say to a congregation. A comedian says "at you." We hadn't said "at you" since 2015. Our internal metric was called Affirm Rate. It measured the percentage of monologue segments that generated applause instead of laughter. I invented this metric. I also invented the bonus structure tied to it. In 2015, our Affirm Rate was 34%. By 2022, it was 94%. I received a raise every year. We are crushing it. At the things I made up. That's performance management. But I need to tell you about the real discovery. The one I put in a deck called "Content Strategy 2019-2024." The one that got me promoted. Agreement gets applause. I knew that early. But correction — telling the audience their vocabulary is slightly outdated, their outrage is aimed two degrees off-center, their feelings are valid but their phrasing needs work — correction gets them back tomorrow. Agreement is a transaction. Correction is a subscription. We converted a comedy show into a nightly software update for moral vocabulary. Churn was near zero. They couldn't afford to miss an episode. Missing an episode meant using last week's words in this week's meeting. That's social death. We monetized the fear of social death and called it entertainment. I want to be honest about something. The content was not bipartisan. We chose a side. But I need you to understand: we did not choose it because we believed in it. We chose it because that side's audience is more responsive to correction. They want to be updated. They want to be told their language is outdated. They experience correction as care. The other side does not respond to correction. They respond to provocation. Provocation is harder to monetize. You can't build a subscription on provocation because the audience doesn't come back to learn — they come back to fight. Fighting is unpredictable. Correction is scheduled. We optimized for the audience that wants to be told what to think. That audience leaned one direction. That's not ideology. That's market segmentation. The writers' room had a whiteboard. In 2015 it said "What's funny?" In 2018 it said "What should they feel?" By 2021 it said "What are they still saying wrong?" I watched that whiteboard evolve like a finch beak and I never intervened. The market was speaking. We listened. Listening to the market is the same as leading the audience. They can't tell the difference. A writer named Marcus raised his hand in 2019. "What if we just tried to make them laugh again?" I thanked him for his passion and scheduled a creative alignment conversation. He transferred to streaming development within the month. The Affirm Rate the week he left was 91%. Laughter would have brought it down. That's risk management. Here is what nobody will say out loud. I will say it because I am proud of it. We made our audience worse at politics. Not better. Worse. Every night for eleven years, we expressed their outrage for them. Professionally. With a band and good lighting. And because the outrage had been expressed — because a man in a suit had furrowed his brow with the precise calibrated degree of indignation — they didn't need to express it themselves. They watched. They clapped. They felt the catharsis of resistance without resisting anything. They went to bed having done nothing and feeling like they'd done something. That's the product. Not comedy. Not information. Catharsis. Catharsis is the enemy of action. A man who has screamed into a pillow does not then also scream in the street. We were the pillow. A $50 million pillow with a house band. If you feel the outrage has been expressed for you, you will not march. You will not organize. You will not call your representative. You will tune in tomorrow to feel it expressed again. That's retention. Our retention was extraordinary. I want to talk about the comedy-to-catechism pipeline because I think people underestimate what we achieved. Stage one: comedian makes jokes about the powerful. Audience laughs because the powerful are absurd. This is the Carlin model. The jester punches up. Everyone below feels relief. Stage two: comedian makes jokes about people who disagree with the audience. Audience laughs because disagreement is stupid. The jester has turned around. He's still on the stage but now he's facing the crowd with a pointer. Stage three: comedian stops making jokes. Comedian identifies incorrect beliefs and explains why they're dangerous. Audience does not laugh. Audience claps. The jester is gone. In his place: a hall monitor with a desk and a band. Stage four: audience watches not for entertainment but for certification. Having seen last night's episode means you know which words are current. Not having seen it means you might use yesterday's vocabulary in today's meeting. The show is no longer comedy. It is a credential. Watching it means you are educated. Not watching means you are the person being discussed. We made a show that you watch to prove you're not the kind of person who doesn't watch it. That's a closed loop. Closed loops don't need content. They need continuity. We provided continuity for $50 million a year. A comedian — whose entire historical function was to say things too dangerous for anyone else to say — became the person who decides which things are too dangerous for anyone to say. And the audience applauded. Every night. For 2,500 nights. Because being told what is forbidden feels exactly like being told what you already knew. Prohibition performed as validation. I put that in the deck too. Our audience was correct about everything. I know this because they applauded everything we said. The applause proved the correctness. The correctness justified the applause. We called this audience research. The methodology was peer-reviewed by the audience. They approved unanimously. Every night. The actually funny comedians left. They went to podcasts. To clubs. To rooms where the audience doesn't know what's coming and that uncertainty is the point. They took the laughter with them. We kept the applause. We called those spaces problematic. That's market differentiation. The problematic spaces are funnier. But funny is not our product. We lost $40 million a year. We didn't lose it because the show failed. We lost it because we spent $50 million producing what a podcast host in his garage gives away between mattress ads. The podcast is funnier. The podcast is more dangerous. The podcast has an audience that laughs instead of claps. But we had the Ed Sullivan Theater. We had 461 seats. We had a former Beatle play the farewell episode. Paul McCartney, Elvis Costello, Jon Batiste, and Louis Cato playing "Hello, Goodbye" like it was a benediction. I booked a Beatle for a funeral. The Beatles played that stage in 1964 and the audience screamed so loud you couldn't hear the music. Our audience didn't scream. They wept politely. That's the difference between entertainment and church. We ran a church. Jon Stewart showed up to the finale and did a bit where he pretended to deliver a corporate statement from Paramount about the cancellation. The audience laughed. It was the first time they laughed in a way I didn't recognize. Involuntary. Surprised. Dangerous. For ninety seconds, a comedian was in that building. Then it was over. John Oliver said "At some point, this may come for all of our shows" and then added "but Stephen, what's important to remember is that tonight, it is going to eat you." The audience laughed again. Involuntary again. Two moments of actual comedy in a three-hour farewell. Both of them about death. The finale drew 6.74 million viewers. Biggest weeknight audience in our history. More people came to the funeral than ever visited the patient. I know what they were mourning. Not comedy. The comedy died in 2016. Not the man. The man is fine. He's wealthy. What they mourned was the permission structure. Starting today, they have to decide what to believe on their own. They have to form an opinion without waiting for a man behind a desk to form it first and deliver it with a knowing look. Some of them haven't done that since 2015. The funeral wasn't for the show. It was for the certainty. He joked about the Peanuts theme music licensing cost on his last night. "Oh no! I hope this doesn't cost CBS any money!" The audience laughed. It was a joke about money. About the network losing money. The last joke was about money. Not about truth. Not about power. About a licensing fee for a cartoon piano riff. Eleven years and the final joke was about accounting. I think that's perfect. The show was always about accounting. We just dressed it up as conscience. The President of the United States — the man we spent eleven years explaining was dangerous to an audience that already believed he was dangerous — posted an AI-generated video of our host being thrown into a dumpster on the Late Show set. Then Trump danced to "YMCA" in the clip. Viewed more times in four hours than our farewell managed in a week. His production cost: zero. Ours: negative $50 million a year. We manufactured his relevance every night at 11:35 for eleven years and he never paid us a dime. We were his marketing department. He turned our funeral into content. His ROI was infinite. Ours required a write-off and a farewell concert. The Strike Force Five — Fallon, Kimmel, Meyers, Oliver — appeared in a segment about late-night losing "one middle-aged white man who makes jokes about the news." They were joking about their own obsolescence. All of them know. None of them will say it. The format is dead. The audience moved to phones. The phones don't have desks or bands. The phones have men in garages who are allowed to be wrong, allowed to be surprised, allowed to say something their audience hasn't already approved. That's comedy. We stopped doing that a decade ago. We did approval. Approval looks like comedy from a distance. Up close it's church. I do not feel guilt. Guilt would require me to believe I took something from them. I didn't take anything. They came to us. Every night. They chose the catechism over the comedy. They preferred correction over surprise. Certainty over danger. Instruction over laughter. They wanted to be told. Not challenged. Not shocked. Not made to laugh against their will at something they didn't see coming. They wanted to see it coming. They wanted to mouth along. That's not comedy. That's karaoke. We ran the most expensive karaoke bar in television history and the only miscalculation was charging a cover when the songs are free on every phone. We turned a jester into a priest. We turned an audience into a congregation. We turned laughter into obedience. We turned political engagement into passive consumption. We turned a comedy show into a permission structure and charged $50 million a year to tell people what they already believed in a voice slightly nicer than their own. They were so grateful they showed up to mourn us. 6.74 million of them. Weeping. For the certainty. Applause is more reliable than laughter. I proved it. The proof cost $450 million, one character, one comedian's capacity for danger, and one audience's willingness to act. The metric went up.

Peter Girnus 🦅

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