Loading video...

Video Failed to Load

Go Home

Insiden Marin vs Sindhu Denmark Open 2023 #DenmarkOpenSuper750 #BWFWorldTourSuper #BhulukhudukTV

bhulukhuduktv's profile picture

Bhulukhuduk TV

149,886 subscribers

31,661 views • 9 months ago •via X (Twitter)

News & PoliticsEducationSports#DenmarkOpenSuper750#BWFWorldTourSuper#BhulukhudukTV
LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

Insiden Antonsen vs Li Shi Feng Denmark Open 2024 #DenmarkOpenSuper750 #BWFWorldTourSuper #BhulukhudukTV
0:30

Insiden Antonsen vs Li Shi Feng Denmark Open 2024 #DenmarkOpenSuper750 #BWFWorldTourSuper #BhulukhudukTV

Bhulukhuduk TV

42,124 views • 9 months ago

Insiden Axelsen vs Shi Yu Qi Denmark Open 2025 #DenmarkOpen2025 #DenmarkOpenSuper750 #BWFWorldTourSuper #BhulukhudukTV
1:14

Insiden Axelsen vs Shi Yu Qi Denmark Open 2025 #DenmarkOpen2025 #DenmarkOpenSuper750 #BWFWorldTourSuper #BhulukhudukTV

Bhulukhuduk TV

153,168 views • 9 months ago

Melongo liat defense si Ibul ini. Sebelumnya dia pernah melakukan hal yg sama pada match Thailand Open 2023
0:57

Melongo liat defense si Ibul ini. Sebelumnya dia pernah melakukan hal yg sama pada match Thailand Open 2023

Bhulukhuduk TV

53,653 views • 4 days ago

Team Relay vs. 2023 Open Brian Harman
0:33

Team Relay vs. 2023 Open Brian Harman

Brock 💣

282,788 views • 7 months ago

Weng Hong Yang conversation with his coaches during interval. MS Final Denmark Open 2023. Some technical terms might be misused, some parts are not clear so I didn't do the translation. [ENG/CN subs] non pro translation so pardon me if any mistranlation.
0:53

Weng Hong Yang conversation with his coaches during interval. MS Final Denmark Open 2023. Some technical terms might be misused, some parts are not clear so I didn't do the translation. [ENG/CN subs] non pro translation so pardon me if any mistranlation.

Twee Twee

137,001 views • 2 years ago

NOL GELAR We Are PBSI Sepanjang 2023 Asian Games: 0 medali (sejarah baru bagi Indonesia) Kejuaraan Dunia: 0 gelar Sudirman Cup: 0 medali Badminton Asia Mixed Team Championships: 0 medali BWF Tour Finals: 0 gelar Super 1000 Indonesia Open: 0 gelar China Open: 0 gelar Super 750 India Open: 0 gelar Japan Open: 0 gelar Denmark Open: 0 gelar China Masters: 0 gelar Super 500 Malaysia Masters: 0 gelar Thailand Open: 0 gelar Korea Open: 0 gelar Australian Open: 0 gelar Arctic Open: 0 gelar Super 300 Swiss Open: 0 gelar Orleans Masters: 0 gelar Hylo Open: 0 gelar Korea Masters: 0 gelar Syed Modi International: 0 gelar pelatnas PBSI, 1 gelar dr PB Djarum (Dejan/Gloria) Sekitar 3 sampai 4 turnamen selama satu tahun tidak dpt gelar juara sama sekali? 3 sampai 4 turnamen dari Hongkong?!
0:21

NOL GELAR We Are PBSI Sepanjang 2023 Asian Games: 0 medali (sejarah baru bagi Indonesia) Kejuaraan Dunia: 0 gelar Sudirman Cup: 0 medali Badminton Asia Mixed Team Championships: 0 medali BWF Tour Finals: 0 gelar Super 1000 Indonesia Open: 0 gelar China Open: 0 gelar Super 750 India Open: 0 gelar Japan Open: 0 gelar Denmark Open: 0 gelar China Masters: 0 gelar Super 500 Malaysia Masters: 0 gelar Thailand Open: 0 gelar Korea Open: 0 gelar Australian Open: 0 gelar Arctic Open: 0 gelar Super 300 Swiss Open: 0 gelar Orleans Masters: 0 gelar Hylo Open: 0 gelar Korea Masters: 0 gelar Syed Modi International: 0 gelar pelatnas PBSI, 1 gelar dr PB Djarum (Dejan/Gloria) Sekitar 3 sampai 4 turnamen selama satu tahun tidak dpt gelar juara sama sekali? 3 sampai 4 turnamen dari Hongkong?!

A. Ainur Rohman

102,604 views • 2 years ago

What a turnaround by the Spurs 🔥 2023-24 record: 22-60 2025-26 record: 62-20 From 60 losses to 60 wins... the Spurs open their postseason vs. Portland this Sunday at 9pm/et on NBC & Peacock!
0:54

What a turnaround by the Spurs 🔥 2023-24 record: 22-60 2025-26 record: 62-20 From 60 losses to 60 wins... the Spurs open their postseason vs. Portland this Sunday at 9pm/et on NBC & Peacock!

NBA

253,700 views • 3 months ago

Startups are essential for a vibrant, competitive American AI market. The Little Tech Agenda for AI, w/ Collin McCune, Matt Perault, Erik Torenberg: (00:40) Introducing the Little Tech Agenda (03:23) Pillars of the Agenda and the small builder vs. trillion-dollar company gap (05:00) Competition, markets, and smart regulation (08:59) “Regulate use, not development” and its misinterpretation (10:16) The AI policy arc since 2023: hearings, fear narratives, and executive actions (18:05) Licensing regimes and open source bans compared to nuclear policy (39:39) China, export controls, and open source in a global race (47:21) Federal vs. state lanes, moratorium fallout, and what’s next
57:01

Startups are essential for a vibrant, competitive American AI market. The Little Tech Agenda for AI, w/ Collin McCune, Matt Perault, Erik Torenberg: (00:40) Introducing the Little Tech Agenda (03:23) Pillars of the Agenda and the small builder vs. trillion-dollar company gap (05:00) Competition, markets, and smart regulation (08:59) “Regulate use, not development” and its misinterpretation (10:16) The AI policy arc since 2023: hearings, fear narratives, and executive actions (18:05) Licensing regimes and open source bans compared to nuclear policy (39:39) China, export controls, and open source in a global race (47:21) Federal vs. state lanes, moratorium fallout, and what’s next

a16z

17,665 views • 10 months ago

Seriously! Piddis & some Raita Wingers are so absolutely right! 'Woh bhi kya din the😍'- UPA was better than NDA😍 Let's revisit those exciting days. Buckle up, piddis & Raita Wingers, This's gonna 'sting'. But pls don't abuse me if it 'stinks' 'for you'! 👉Gas Cylinders: Queue Hell vs Click-and-Deliver UPA: Stood in sweaty lines for gas like beggars, waiting 7-21 days. What fun was that! 😍Subsidies? Stolen by CONgress’s cronies. NDA: Book online, get cylinders in hours or 2 days max. Ujjwala gave 10cr+ free connections. No more “gas scam” excuses. No queues. So boring.😴 Woh bhi kya din the! 👉Cheque Clearance: Snail Pace vs Lightning Fast UPA: Cheques took 3-7 days to clear—felt like waiting for Sonia Ghandy's approval. Outstation? Two weeks, easy. So exciting!😍 A person could die waiting for getting credit in bank account. NDA: UPI zaps money in 2-5 secs. Cheques clear in 1-2 days. Don't even have to go to bank to update passbook. You get everything via SMS. So boring😴 Woh bhi kya din the! 👉Passports: Cattle Market vs Quick Clicks UPA: Queues for passports stretched longer than Rahul Ghandy's Meme Material. 30-60 days, plus bribes for “tatkal.” So exciting😍 NDA: Online slots, 10-15 days for passports, 1-3 for Tatkal. 12M issued yearly now. So boring😴 Woh bhi kya din the! 👉Electricity Bills: Line Up vs Tap Out UPA: Wasted days queuing to pay bills, dodging grumpy clerks. Online? Nah, CONgress’s websites crashed harder than their coalition. But it was so exciting. Waste half day standing in queue. Miss office. Wow.😍 NDA: Pay via UPI in seconds. 70% digital payments by 2023, 100% rural power. All spice lost. So boring😴 Woh bhi kya din the! 👉Water Supply: Mafia Rule vs Taps for All UPA: Tanker mafia owned water—fights, bribes, dry buckets. Only 30% rural homes had taps in 2014. Walk/stand for 3 hrs to fill one bucket. Have fights. It was so much fun😍 NDA: Jal Jeevan Mission hit 80% rural tap coverage by 2025. Tankers? Dead. Open tap & get clean water. So boring😴 Woh bhi kya din the! 👉Scams: UPA: Reading newspapers was so much fun. Every day new scam, new ri0ts, new 💣 blasts. Life was so exciting😍 NDA: Newspapers have become so boring. No scams, No ri0ts, No 💣blasts. Thank God, Rahul Ghandy gives some comic moments to make it bit interesting. But overall, so boring 😴 Woh bhi kya din the! 🔥CONgress made life a living hell for the common man while Modi Sarkar fixed the chaos. CONgress had turned life into a queue-fest for gas, cash, and water while piddis preached “sab changa si.” NDA got apps, taps, results & ease of life, but took out the 'spice' of life given by UPA. So Piddis & more than them...Raita Wingers are right....UPA was better than NDA. Woh bhi kya din the 😍
0:28

Seriously! Piddis & some Raita Wingers are so absolutely right! 'Woh bhi kya din the😍'- UPA was better than NDA😍 Let's revisit those exciting days. Buckle up, piddis & Raita Wingers, This's gonna 'sting'. But pls don't abuse me if it 'stinks' 'for you'! 👉Gas Cylinders: Queue Hell vs Click-and-Deliver UPA: Stood in sweaty lines for gas like beggars, waiting 7-21 days. What fun was that! 😍Subsidies? Stolen by CONgress’s cronies. NDA: Book online, get cylinders in hours or 2 days max. Ujjwala gave 10cr+ free connections. No more “gas scam” excuses. No queues. So boring.😴 Woh bhi kya din the! 👉Cheque Clearance: Snail Pace vs Lightning Fast UPA: Cheques took 3-7 days to clear—felt like waiting for Sonia Ghandy's approval. Outstation? Two weeks, easy. So exciting!😍 A person could die waiting for getting credit in bank account. NDA: UPI zaps money in 2-5 secs. Cheques clear in 1-2 days. Don't even have to go to bank to update passbook. You get everything via SMS. So boring😴 Woh bhi kya din the! 👉Passports: Cattle Market vs Quick Clicks UPA: Queues for passports stretched longer than Rahul Ghandy's Meme Material. 30-60 days, plus bribes for “tatkal.” So exciting😍 NDA: Online slots, 10-15 days for passports, 1-3 for Tatkal. 12M issued yearly now. So boring😴 Woh bhi kya din the! 👉Electricity Bills: Line Up vs Tap Out UPA: Wasted days queuing to pay bills, dodging grumpy clerks. Online? Nah, CONgress’s websites crashed harder than their coalition. But it was so exciting. Waste half day standing in queue. Miss office. Wow.😍 NDA: Pay via UPI in seconds. 70% digital payments by 2023, 100% rural power. All spice lost. So boring😴 Woh bhi kya din the! 👉Water Supply: Mafia Rule vs Taps for All UPA: Tanker mafia owned water—fights, bribes, dry buckets. Only 30% rural homes had taps in 2014. Walk/stand for 3 hrs to fill one bucket. Have fights. It was so much fun😍 NDA: Jal Jeevan Mission hit 80% rural tap coverage by 2025. Tankers? Dead. Open tap & get clean water. So boring😴 Woh bhi kya din the! 👉Scams: UPA: Reading newspapers was so much fun. Every day new scam, new ri0ts, new 💣 blasts. Life was so exciting😍 NDA: Newspapers have become so boring. No scams, No ri0ts, No 💣blasts. Thank God, Rahul Ghandy gives some comic moments to make it bit interesting. But overall, so boring 😴 Woh bhi kya din the! 🔥CONgress made life a living hell for the common man while Modi Sarkar fixed the chaos. CONgress had turned life into a queue-fest for gas, cash, and water while piddis preached “sab changa si.” NDA got apps, taps, results & ease of life, but took out the 'spice' of life given by UPA. So Piddis & more than them...Raita Wingers are right....UPA was better than NDA. Woh bhi kya din the 😍

BhikuMhatre

19,032 views • 1 year ago

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI
1:14:27

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI

Matt Turck

70,916 views • 1 month ago

VALVE JUST EXPOSED ROTHSCHILD'S NASTY PATENT TROLL EMPIRE 🚨 They don’t want you to know—Gabe Newell and Valve are dismantling one of the biggest parasitic legal scams in tech history. 🕵️‍♂️ THE PLAYERS - Subject: Valve Corporation vs Leigh Rothschild patent troll lawsuit - The Victims: Gamers, innovators, tech companies shaken down for millions - The Villains: Leigh Rothschild + shell companies like Display Technologies, Patent Asset Management THE CRIME 🔥 Rothschild ran a massive extortion racket—over 1,200 lawsuits against Apple, Samsung, everyone—using bogus patents and empty shell companies to force settlements without ever building a damn thing. THE EVIDENCE 📊 2016 Global Settlement: Valve paid for perpetual license + no more suits EVER. 2022: Rothschild breaches it anyway, sues Valve over licensed patents. 2023: More threat letters. January 28, 2026: Judge Jamal Whitehead rules BREACH as matter of law—Rothschild violated the deal flat out. Valve pushing under Washington Patent Troll Protection Act—seeking treble damages, piercing corporate veil for PERSONAL LIABILITY on Rothschild himself. THE COVERUP 🛡️ Rothschild's lawyers caught using AI to fake citations and invent expert quotes—desperate sloppy moves now exposed. They claim "mistakes"—jury will decide bad faith, but Valve's offensive is rolling hard toward trial. 📅 THE CLIMAX Federal judge hands Valve massive partial win Jan 28, 2026. Jury trial incoming—could bankrupt the troll king and set precedent to end this nightmare for good. 1. Retweet if you hate patent trolls bleeding creators dry 2. Reply with GAMERS WON 3. Tag Zack 水点传说—they broke this wide open first 水点传说 #Valve #PatentTroll
3:39

VALVE JUST EXPOSED ROTHSCHILD'S NASTY PATENT TROLL EMPIRE 🚨 They don’t want you to know—Gabe Newell and Valve are dismantling one of the biggest parasitic legal scams in tech history. 🕵️‍♂️ THE PLAYERS - Subject: Valve Corporation vs Leigh Rothschild patent troll lawsuit - The Victims: Gamers, innovators, tech companies shaken down for millions - The Villains: Leigh Rothschild + shell companies like Display Technologies, Patent Asset Management THE CRIME 🔥 Rothschild ran a massive extortion racket—over 1,200 lawsuits against Apple, Samsung, everyone—using bogus patents and empty shell companies to force settlements without ever building a damn thing. THE EVIDENCE 📊 2016 Global Settlement: Valve paid for perpetual license + no more suits EVER. 2022: Rothschild breaches it anyway, sues Valve over licensed patents. 2023: More threat letters. January 28, 2026: Judge Jamal Whitehead rules BREACH as matter of law—Rothschild violated the deal flat out. Valve pushing under Washington Patent Troll Protection Act—seeking treble damages, piercing corporate veil for PERSONAL LIABILITY on Rothschild himself. THE COVERUP 🛡️ Rothschild's lawyers caught using AI to fake citations and invent expert quotes—desperate sloppy moves now exposed. They claim "mistakes"—jury will decide bad faith, but Valve's offensive is rolling hard toward trial. 📅 THE CLIMAX Federal judge hands Valve massive partial win Jan 28, 2026. Jury trial incoming—could bankrupt the troll king and set precedent to end this nightmare for good. 1. Retweet if you hate patent trolls bleeding creators dry 2. Reply with GAMERS WON 3. Tag Zack 水点传说—they broke this wide open first 水点传说 #Valve #PatentTroll

Eronima

100,602 views • 5 months ago

Poland 🇵🇱🇪🇺 closes Belarus-Polish 🇵🇱🇪🇺🇧🇾 border & terminates 30 daily Chinese 🇨🇳 freight trains worth over €25 billion in trade. As the #NorthernCorridor ends, the #MiddleCorridor will likely expand👇 ✅ Military exercises (Zapad 2025 🇧🇾🇷🇺) & drone attack by Russia 🇷🇺 on Polish/EU territory pushes Poland 🇵🇱🇪🇺 to close it’s borders with Belarus 🇧🇾 for security reasons. ✅ On an average day in 2025 approximately 25-30 freight trains carrying cargo from China 🇨🇳 arrive at or cross the Polish-Belarus 🇵🇱🇪🇺🇧🇾 border (primarily at the Brest-Terespol/Małaszewicze crossing point). ✅ The shutdown of the border has halted all rail traffic, including 🇨🇳 China-origin trains, leading to significant backlogs of westbound trains on the Belarusian 🇧🇾 side. ✅ This rail route handled freight volume as part of broader China-Europe Railway Express (Belt & Road Initiative) representing 90% of all Chinese 🇨🇳 land-exports to Europe 🇪🇺. ✅ Trains departed from major Chinese hubs (e.g. Xi'an, Chongqing, Yiwu, Zhengzhou) via Kazakhstan 🇰🇿 and Russia 🇷🇺 entering Belarus 🇧🇾 at Orsha and reaching Brest. Due to differing track gauges (Russian/Soviet 🇷🇺 system broad gauge in Belarus vs. standard European gauge in Poland 🇵🇱🇪🇺) cargo was transshipped at terminals like Małaszewicze before continuing to destinations in Germany 🇩🇪🇪🇺, Netherlands 🇳🇱🇪🇺, Belgium 🇧🇪🇪🇺 and rest of EU. ✅ This border is main EU 🇪🇺 entry point for 90% of China-Europe rail freight with transit times from China averaging 12-18 days. ✅ Volume Data for 2025: China-Europe rail freight reached 19.000 annual trips in 2024 (a 10% year-on-year increase from 2023) carrying 2.07 million TEUs valued at €25 billion. ✅ Projections and early 2025 data indicate continued growth to 21.000-22.000 trips annually, driven by demand for electronics, machinery and consumer goods. ✅ The advantage of rail - to date - has been speed and avoidance of maritime blocks/disruptions (Suez/Red Sea). Maritime freight East to West takes 30-40+ days whereas train could take as little as 12 days. If the closure continues at Belarusian-Polish border, it will push trade through the #TransCaspianCorridor #MiddleCorridor. ✅ #InvestorForum in November this year will increase in importance due to infrastructural investors and logistics needs being amplified (rail, road & sea) both in terms of containerisation and critical infrastruture along Caspian to hedge and diversify trade routes into Caucasus 🇦🇿🇦🇲🇬🇪, Black Sea 🇪🇺🇺🇦🇷🇴🇧🇬 and Türkiye 🇹🇷. ✅ As trade routes increasingly get closer down or blocked due to political, conflict & natural reasons, the EU & it’s partners continue to protect the “open and free navigation and exportation of goods and services”. Links 🔗 • • •
0:25

Poland 🇵🇱🇪🇺 closes Belarus-Polish 🇵🇱🇪🇺🇧🇾 border & terminates 30 daily Chinese 🇨🇳 freight trains worth over €25 billion in trade. As the #NorthernCorridor ends, the #MiddleCorridor will likely expand👇 ✅ Military exercises (Zapad 2025 🇧🇾🇷🇺) & drone attack by Russia 🇷🇺 on Polish/EU territory pushes Poland 🇵🇱🇪🇺 to close it’s borders with Belarus 🇧🇾 for security reasons. ✅ On an average day in 2025 approximately 25-30 freight trains carrying cargo from China 🇨🇳 arrive at or cross the Polish-Belarus 🇵🇱🇪🇺🇧🇾 border (primarily at the Brest-Terespol/Małaszewicze crossing point). ✅ The shutdown of the border has halted all rail traffic, including 🇨🇳 China-origin trains, leading to significant backlogs of westbound trains on the Belarusian 🇧🇾 side. ✅ This rail route handled freight volume as part of broader China-Europe Railway Express (Belt & Road Initiative) representing 90% of all Chinese 🇨🇳 land-exports to Europe 🇪🇺. ✅ Trains departed from major Chinese hubs (e.g. Xi'an, Chongqing, Yiwu, Zhengzhou) via Kazakhstan 🇰🇿 and Russia 🇷🇺 entering Belarus 🇧🇾 at Orsha and reaching Brest. Due to differing track gauges (Russian/Soviet 🇷🇺 system broad gauge in Belarus vs. standard European gauge in Poland 🇵🇱🇪🇺) cargo was transshipped at terminals like Małaszewicze before continuing to destinations in Germany 🇩🇪🇪🇺, Netherlands 🇳🇱🇪🇺, Belgium 🇧🇪🇪🇺 and rest of EU. ✅ This border is main EU 🇪🇺 entry point for 90% of China-Europe rail freight with transit times from China averaging 12-18 days. ✅ Volume Data for 2025: China-Europe rail freight reached 19.000 annual trips in 2024 (a 10% year-on-year increase from 2023) carrying 2.07 million TEUs valued at €25 billion. ✅ Projections and early 2025 data indicate continued growth to 21.000-22.000 trips annually, driven by demand for electronics, machinery and consumer goods. ✅ The advantage of rail - to date - has been speed and avoidance of maritime blocks/disruptions (Suez/Red Sea). Maritime freight East to West takes 30-40+ days whereas train could take as little as 12 days. If the closure continues at Belarusian-Polish border, it will push trade through the #TransCaspianCorridor #MiddleCorridor. ✅ #InvestorForum in November this year will increase in importance due to infrastructural investors and logistics needs being amplified (rail, road & sea) both in terms of containerisation and critical infrastruture along Caspian to hedge and diversify trade routes into Caucasus 🇦🇿🇦🇲🇬🇪, Black Sea 🇪🇺🇺🇦🇷🇴🇧🇬 and Türkiye 🇹🇷. ✅ As trade routes increasingly get closer down or blocked due to political, conflict & natural reasons, the EU & it’s partners continue to protect the “open and free navigation and exportation of goods and services”. Links 🔗 • • •

Samuel Doveri Vesterbye

28,339 views • 10 months ago

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation
1:18:39

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation

Isabel Foxen Duke⚡️

31,411 views • 6 months ago

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

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

Mike

145,778 views • 1 month ago

🏴󠁧󠁢󠁥󠁮󠁧󠁿 THE MASK DROPS: JOURNALIST GOES TO PROVE MUSLIMS ARE "PEACEFUL" — MOB SHOWS UP TO KILL HER INSTEAD ☠️ The irony would be a chef’s kiss if it weren’t so deadly serious. A journalist waltzes into a Muslim enclave in England, cameras rolling, narrative pre-written — “look at these peaceful, law-abiding citizens, nothing to see here, you bigots.” The script writes itself. It’s the same one the legacy media has been running for two decades straight. And then reality intervenes. Within minutes, a gang of masked men swarm her. They don’t want an interview. They don’t want dialogue. They want her gone — and they make it abundantly clear she’s leaving in a body bag if she doesn’t comply. The live feed gets cut. The studio anchor is stammering apologies for the “language.” The journalist gets escorted out, tail between her legs, narrative in tatters. This isn’t an isolated incident. It’s the Birmingham pattern — and it keeps repeating: - Sky News reporter Becky Johnson, August 2024: surrounded by masked men on bikes, shouting profanities and “Free Palestine,” forced off-air mid-broadcast. A man with a knife chased the van and tried to slash the tires. A year later, when she returned to the same neighborhood, a man in a car mimed pulling a trigger at her head. - Christian preacher in Walsall, January 2023: mob of 20-30 Muslims formed a ring around him, threatened to cut his throat, beat him, and abduct him — for preaching that the Qur’an presents a false Jesus. Police response? Arrest the preacher for “blasphemy.” The mob walked free. A judge later threw out the charges, but the message was sent. Same neighborhoods, same script: white resident Gerry Moynihan admitted he stayed inside his own home that day because the "intelligence" was that the mobs were "looking for what they thought were the enemy — white people — and trying to find white people." The Narrative vs. The Footage The establishment gaslights the public with one hand while their own camera crews are fleeing for their lives on the other. The cognitive dissonance is staggering: View the table below. The 2030 Agenda crowd — the globalist technocrats pushing mass migration, open borders, and the dissolution of national identity — didn’t just break England. They lobotomized it. They convinced the ruling class that importing millions of people from cultures that view Western values as a disease to be eradicated would somehow produce... Sweden. Look how that turned out. The Real Two-Tier System When a white man says something offensive online, the full weight of the British state descends on him — dawn raids, criminal charges, career destruction. When a mob of masked men threatens to murder a female journalist on live television for the crime of standing on a street with a microphone, the system suddenly discovers its deep reservoir of “context” and “community tensions.” The journalist who went in expecting to film a puff piece about peaceful Muslims got the uncut director’s commentary instead. The mask didn’t just slip — it was ripped off and thrown at the camera. The lesson? You can gaslight a nation for twenty years with carefully edited news packages and diversity-committee-approved scripts. But you can’t edit the live feed fast enough when the truth charges at the lens on two wheels, masked up, screaming for blood. #TheMaskDrops #NarrativeVsReality #BirminghamExposed #TwoTierEverything #LiveFeedDoesntLie #2030AgendaWasteland #TheyCantEditFastEnough #PeacefulOnPaper can’t director’s didn’t Qur’an “ chef’s chef’s
0:20

🏴󠁧󠁢󠁥󠁮󠁧󠁿 THE MASK DROPS: JOURNALIST GOES TO PROVE MUSLIMS ARE "PEACEFUL" — MOB SHOWS UP TO KILL HER INSTEAD ☠️ The irony would be a chef’s kiss if it weren’t so deadly serious. A journalist waltzes into a Muslim enclave in England, cameras rolling, narrative pre-written — “look at these peaceful, law-abiding citizens, nothing to see here, you bigots.” The script writes itself. It’s the same one the legacy media has been running for two decades straight. And then reality intervenes. Within minutes, a gang of masked men swarm her. They don’t want an interview. They don’t want dialogue. They want her gone — and they make it abundantly clear she’s leaving in a body bag if she doesn’t comply. The live feed gets cut. The studio anchor is stammering apologies for the “language.” The journalist gets escorted out, tail between her legs, narrative in tatters. This isn’t an isolated incident. It’s the Birmingham pattern — and it keeps repeating: - Sky News reporter Becky Johnson, August 2024: surrounded by masked men on bikes, shouting profanities and “Free Palestine,” forced off-air mid-broadcast. A man with a knife chased the van and tried to slash the tires. A year later, when she returned to the same neighborhood, a man in a car mimed pulling a trigger at her head. - Christian preacher in Walsall, January 2023: mob of 20-30 Muslims formed a ring around him, threatened to cut his throat, beat him, and abduct him — for preaching that the Qur’an presents a false Jesus. Police response? Arrest the preacher for “blasphemy.” The mob walked free. A judge later threw out the charges, but the message was sent. Same neighborhoods, same script: white resident Gerry Moynihan admitted he stayed inside his own home that day because the "intelligence" was that the mobs were "looking for what they thought were the enemy — white people — and trying to find white people." The Narrative vs. The Footage The establishment gaslights the public with one hand while their own camera crews are fleeing for their lives on the other. The cognitive dissonance is staggering: View the table below. The 2030 Agenda crowd — the globalist technocrats pushing mass migration, open borders, and the dissolution of national identity — didn’t just break England. They lobotomized it. They convinced the ruling class that importing millions of people from cultures that view Western values as a disease to be eradicated would somehow produce... Sweden. Look how that turned out. The Real Two-Tier System When a white man says something offensive online, the full weight of the British state descends on him — dawn raids, criminal charges, career destruction. When a mob of masked men threatens to murder a female journalist on live television for the crime of standing on a street with a microphone, the system suddenly discovers its deep reservoir of “context” and “community tensions.” The journalist who went in expecting to film a puff piece about peaceful Muslims got the uncut director’s commentary instead. The mask didn’t just slip — it was ripped off and thrown at the camera. The lesson? You can gaslight a nation for twenty years with carefully edited news packages and diversity-committee-approved scripts. But you can’t edit the live feed fast enough when the truth charges at the lens on two wheels, masked up, screaming for blood. #TheMaskDrops #NarrativeVsReality #BirminghamExposed #TwoTierEverything #LiveFeedDoesntLie #2030AgendaWasteland #TheyCantEditFastEnough #PeacefulOnPaper can’t director’s didn’t Qur’an “ chef’s chef’s

Tony Seruga

15,908 views • 1 month ago

“Ryuichi Sakamoto & Tin Drum | KAGAMI+” Makes Its Japan Premiere KAGAMI+, a work that captures Ryuichi Sakamoto’s piano performance in three dimensions and reconstructs it in a mixed reality (MR) space, arrives in Japan for the first time. The exhibition runs from June 27 to October 12, 2026, at VS., a cultural a cultural apparatus in Umekita, Osaka. Tickets are now on sale, and the full programme for the long-awaited Japan premiere has been announced. KAGAMI was conceived and developed over the final four years of Sakamoto’s life in collaboration with Todd Eckert and the creative studio Tin Drum. Since its world premiere at The Shed in 2023, the work has been presented internationally in cities including London, Manchester, Taipei, Singapore, Melbourne, Pesaro, and Hong Kong, receiving wide acclaim. Wearing optically transparent headsets, audiences encounter an authentic representation of Sakamoto at the grand piano, realized through a unique form of dimensional photographic capture. His performance at the grand piano emerges within the space alongside ethereal visuals that respond to the music, allowing audiences to experience the performance at a proximity not possible in a conventional concert setting. The experience extends beyond sound and image. Video, photography, and text are integrated throughout the space, alongside a natural scent personally blended by Sakamoto, creating a multilayered sensory environment. The work has been described by The Guardian as “a magical experience.” For its Japan presentation, an expanded version of the work, KAGAMI+, created specifically for this exhibition, will be unveiled. Two types of tickets will be available: RED and BLUE. RED TICKET holders will receive an exclusive 7-inch vinyl record, An edition for the KAGAMI+ RED 2026, as a special gift. Student discounts are available for BLUE tickets. In addition to the main KAGAMI experience, visitors can view related works that offer different perspectives on Sakamoto’s music, including TIME, TIME, a collaboration between Ryuichi Sakamoto and Shiro Takatani, as well as Ryuichi Sakamoto: Playing the Piano 2026 - D and new sound installations. To celebrate the Japan premiere, commmons will be releasing a special YouTube premiere of Ryuichi Sakamoto: PTP04022020 – YouTube Edit on the official channel. The premiere starts at (JST) on May 7. This is a one-time-only stream — watch live and enjoy a shared experience. Ryuichi Sakamoto & Tin Drum KAGAMI+ Exhibition Period: June 27, 2026 (Sat) – October 12, 2026 (Mon/National Holiday) Opening Hours: – (Timed entry tickets) Closed: Mondays (If a Monday falls on a national holiday or during a holiday weekend, the museum will be closed on the first weekday following the holiday period) RED TICKET（Date & Time Specified Ticket） Price: ¥15,000 (tax included) ・KAGAMI (MR Content) (approx. 60 min.) Open seating (seats are arranged in a circular layout, ensuring a comfortable viewing experience from every seat) ・Exclusive Visitor Gift: 7-inch Analog Record "An edition for the KAGAMI+ RED" ・Access to multiple exhibition works. BLUE TICKET (Date & Time Specified Ticket) General: ¥4,500 (tax included) / Student Discount: ¥2,500 (tax included) ・KAGAMI (MR Content) — ESSENCE (approx. 30 min. including waiting and preparation time) ・Access to multiple exhibition works. Ticket Sales Schedule: ・Tickets for dates from Saturday, June 27 through Monday, August 31 will go on sale on Friday, May 1. ・Tickets for dates from Tuesday, September 1 through Monday, October 12 will go on sale at PM on Saturday, August 1. Tickets (e+): RED TICKET: BLUE TICKET: Official Website: ‘Ryuichi Sakamoto & Tin Drum | KAGAMI+’ YouTube Premiere Screening “Ryuichi Sakamoto: PTP04022020 - YouTube Edit” Streaming on Thursday, May 7 at PM commmons YouTube Channel: #skmtnews #ryuichisakamoto #KAGAMI #坂本龍一 #MR Tin Drum
1:00

“Ryuichi Sakamoto & Tin Drum | KAGAMI+” Makes Its Japan Premiere KAGAMI+, a work that captures Ryuichi Sakamoto’s piano performance in three dimensions and reconstructs it in a mixed reality (MR) space, arrives in Japan for the first time. The exhibition runs from June 27 to October 12, 2026, at VS., a cultural a cultural apparatus in Umekita, Osaka. Tickets are now on sale, and the full programme for the long-awaited Japan premiere has been announced. KAGAMI was conceived and developed over the final four years of Sakamoto’s life in collaboration with Todd Eckert and the creative studio Tin Drum. Since its world premiere at The Shed in 2023, the work has been presented internationally in cities including London, Manchester, Taipei, Singapore, Melbourne, Pesaro, and Hong Kong, receiving wide acclaim. Wearing optically transparent headsets, audiences encounter an authentic representation of Sakamoto at the grand piano, realized through a unique form of dimensional photographic capture. His performance at the grand piano emerges within the space alongside ethereal visuals that respond to the music, allowing audiences to experience the performance at a proximity not possible in a conventional concert setting. The experience extends beyond sound and image. Video, photography, and text are integrated throughout the space, alongside a natural scent personally blended by Sakamoto, creating a multilayered sensory environment. The work has been described by The Guardian as “a magical experience.” For its Japan presentation, an expanded version of the work, KAGAMI+, created specifically for this exhibition, will be unveiled. Two types of tickets will be available: RED and BLUE. RED TICKET holders will receive an exclusive 7-inch vinyl record, An edition for the KAGAMI+ RED 2026, as a special gift. Student discounts are available for BLUE tickets. In addition to the main KAGAMI experience, visitors can view related works that offer different perspectives on Sakamoto’s music, including TIME, TIME, a collaboration between Ryuichi Sakamoto and Shiro Takatani, as well as Ryuichi Sakamoto: Playing the Piano 2026 - D and new sound installations. To celebrate the Japan premiere, commmons will be releasing a special YouTube premiere of Ryuichi Sakamoto: PTP04022020 – YouTube Edit on the official channel. The premiere starts at (JST) on May 7. This is a one-time-only stream — watch live and enjoy a shared experience. Ryuichi Sakamoto & Tin Drum KAGAMI+ Exhibition Period: June 27, 2026 (Sat) – October 12, 2026 (Mon/National Holiday) Opening Hours: – (Timed entry tickets) Closed: Mondays (If a Monday falls on a national holiday or during a holiday weekend, the museum will be closed on the first weekday following the holiday period) RED TICKET（Date & Time Specified Ticket） Price: ¥15,000 (tax included) ・KAGAMI (MR Content) (approx. 60 min.) Open seating (seats are arranged in a circular layout, ensuring a comfortable viewing experience from every seat) ・Exclusive Visitor Gift: 7-inch Analog Record "An edition for the KAGAMI+ RED" ・Access to multiple exhibition works. BLUE TICKET (Date & Time Specified Ticket) General: ¥4,500 (tax included) / Student Discount: ¥2,500 (tax included) ・KAGAMI (MR Content) — ESSENCE (approx. 30 min. including waiting and preparation time) ・Access to multiple exhibition works. Ticket Sales Schedule: ・Tickets for dates from Saturday, June 27 through Monday, August 31 will go on sale on Friday, May 1. ・Tickets for dates from Tuesday, September 1 through Monday, October 12 will go on sale at PM on Saturday, August 1. Tickets (e+): RED TICKET: BLUE TICKET: Official Website: ‘Ryuichi Sakamoto & Tin Drum | KAGAMI+’ YouTube Premiere Screening “Ryuichi Sakamoto: PTP04022020 - YouTube Edit” Streaming on Thursday, May 7 at PM commmons YouTube Channel: #skmtnews #ryuichisakamoto #KAGAMI #坂本龍一 #MR Tin Drum

ryuichi sakamoto

17,604 views • 2 months ago

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!
4:46

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

Mike

84,951 views • 1 month ago

OF COURSE ISRAEL WAS INVOLVED IN THE ASS*SSINATION OF CHARLIE KIRK. Let me explain why. 🔖& share this. In November 2023, a leaked call from Jonathan Greenblatt of the ADL revealed a "major generational problem" regarding declining support for israel in America. He revealed polling that showed it wasn't "Left vs. Right," but it was "young vs. old." He called this the "TikTok problem," or the "Gen Z problem." He called Gen Z "useful idiots" and said the "real game" was to solve this problem. He called for the jewish community to put their collective brains together to solve this generational problem. Here's what we know they did: 1. They immediately pressured Tiktok to increase censorship. In November 2023 alone, TikTok deleted over 900,000 pro-Palestine videos. They also blocked various hashtags, including "israel did 911." 2. They mobilized a high-pressure campaign against the Ivy League campuses that were the epicenter of pro-Palestine protests & activism. Several university presidents were punished & replaced by jews and/or zionists willing to suppress free speech. (We must note that this campus activism was driven by Leftist organizations. This will be important later.) 3. They lobbied congress, which then passed new laws suppressing & punishing campus free speech & demonstrations classified as "antisemitic." 4. They lobbied congress to outright shut down & ban Tiktok, which congress obliged. However, Trump ended up "saving" TikTok, which was then forced to sell itself to a consortium of pro-israel jewish billionaires, led principally by uber-zionist Larry Ellison. That sale went through on September 16, 2025—6 days after Charlie Kirk was ass*ssinated. 5. In early 2025, the newly-installed Trump administration threatened to withhold $Hundreds of Millions in federal aid to several universities unless they put "safeguards" in place preventing the outbreak of pro-Palestinian activism (again defined as "antisemitism"). 6. In 2025, israel, through organizations like Israel365, started spending $Millions on sending hundreds of American "influencers" to israel in order to get them promoting the zionist cause and rehabilitating israel's image. 7. In 2025, Netanyahu launched Israel's "8th-Front" Information Warfare campaign, targeting the social media & AI landscape in the United States. Israel has earmarked an additional $729 million in FY2026 for these operations. 8. Zionist billionaires took over the entire CBS/Paramount media ecosystem in August 2025. (And they've just now added the entire Warner Bros. Discovery ecosystem, which they've also been pursuing since the fall of 2025). But despite all of this, israel had a problem. Call it the Charlie Kirk TPUSA problem. ▪️Charlie led a campus organization for youth ON THE RIGHT, with 600k+ lifetime members, and 250k+ active members. The largest organization of its kind, completely beholden to his leadership. ▪️Charlie generated billions of views on Tiktok & across the social media landscape, and was firmly opposed to censorship of all kinds including and explicitly speech critical of israel. ▪️Charlie was completely critical of the ADL, calling for its ban on social media & diametrically opposing its calls for more censorship. ▪️Charlie was extremely outspoken and critical of Left-wing jewish activism, which he blamed for the radical, open-borders Marxism ruining the country. ▪️Charlie actively asserted his massive influence to oppose regime-change war in Iran, pressuring Donald Trump inside the Whitehouse itself. ▪️Charlie was becoming increasingly critical of israel & zionism: questioning the suspicious events of 10/7, openly platforming debates against zionism, & himself leading discussions that advocated for cutting aid to israel, releasing the Epstein files, and calling for AIPAC to be registered as a foreign agent under FARA. It should be noted that demanding FARA registration of the israel lobby was one of the actions that got JFK ass*ssinated by the same people. ▪️Charlie was giving TPUSA platform access to powerful israel-critical voices like Tucker Carlson & Dave Smith, and intended to expand that to include Candace Owens. You have seen how ape-sh*t crazy they're going over Tucker & Candace—people who were telling the truth about Epstein & israeli control over the US government and also discouraging war with Iran. ▪️We now also know that Charlie was done with the pro-israel cause and had been signaling his intent to drop it. We have the leaked text, but that didn't happen in a vacuum. That was no doubt the culmination of a lot of momentum in that direction. Here's what I want you to realize if you haven't already: Charlie Kirk was single-handedly undoing or undercutting every move israel & organized jewry had made over the previous 2 years to solve the "Gen Z problem." Remember how organized campus opposition to israel came from the Left? Well here came Charlie Kirk re-platforming it on the Right! Charlie had transformed TPUSA into a Trojan horse—allowing & amplifying everything they'd sought to eliminate from the Left! Charlie Kirk was a massive roadblock to the jewish plan to re-conquer the minds of the youth of America. He was literally AND figuratively the Big Man On Campus. The most influential man in America on the youth. He was allowing and accelerating the rising generation to be radically anti-israel while simultaneously being "Conservative Republicans" in good standing who wouldn't be canceled. THE PLAN The israel-network tried several (ineffective) methods to solve the Charlie Kirk TPUSA problem. 1. They tried to quietly & privately influence him in private with through people like Josh Hammer & Rabbi Wolicki, and surround him with pro-zionists like Rob McCoy & Frank Turek. 2. They launched a high-pressure influence operation against him, which culminated in a 2-day "moral blackmail" event in the Hamptons. He took to the media to denounce these efforts. 3. They tried to outright buy him off when Netanyahu offered $150 million. He refused. 4. They tried to force his hand by pulling funding—notable was the $2 million withdrawn by Robert Shillman. He responded by launching a DOGE effort to shore up the finances and by announcing his intentions to leave the pro-israel cause. In summary: they dragged him privately & publicly; they blackmailed him; and then they tried to buy him. Nothing worked. He deflected everything, said 'NO,' and fought off all the attacks. He had resolved to find a new way forward with the new financial situation. Is there any doubt he would have succeeded? That left the israel-jewish network with only one option—an option that time-and-time-again they've been all too willing to resort to. Don't come at me with "Charlie Kirk supported israel!" and "Charlie Kirk loved the jews!" nonsense. John F. Kennedy also supported israel and embraced the jews. But there was a conflict: he put America first. And so did Charlie Kirk. My facts are true. And my logic is sound. I won't hear of this "lone gunman" nonsense any more. Miss me with the "Some random kid all by himself drove 300 miles on a week's notice, shoved a 110-year old gun down his pants, walked onto a roof directly in front of Charlie, delivered a perfect 1-shot/1-kill, escaped with no problem, and then immediately texted the whole plan to his furry roommate." israel would not be able to take this country to war against Iran if Charlie Kirk were still alive today. Period. I don't care how much he loved jews on a personal level. The hostile takeover of TPUSA was every bit as necessary as the hostile takeover of Tiktok and the Ivy league universities. Either you believe israel was the recipient of the most timely, fantastic stroke of geopolitical good luck ever, or you realize that Jonathan Greenblatt's injunction to take back Gen Z has been fulfilled in practically every particular.
1:14

OF COURSE ISRAEL WAS INVOLVED IN THE ASS*SSINATION OF CHARLIE KIRK. Let me explain why. 🔖& share this. In November 2023, a leaked call from Jonathan Greenblatt of the ADL revealed a "major generational problem" regarding declining support for israel in America. He revealed polling that showed it wasn't "Left vs. Right," but it was "young vs. old." He called this the "TikTok problem," or the "Gen Z problem." He called Gen Z "useful idiots" and said the "real game" was to solve this problem. He called for the jewish community to put their collective brains together to solve this generational problem. Here's what we know they did: 1. They immediately pressured Tiktok to increase censorship. In November 2023 alone, TikTok deleted over 900,000 pro-Palestine videos. They also blocked various hashtags, including "israel did 911." 2. They mobilized a high-pressure campaign against the Ivy League campuses that were the epicenter of pro-Palestine protests & activism. Several university presidents were punished & replaced by jews and/or zionists willing to suppress free speech. (We must note that this campus activism was driven by Leftist organizations. This will be important later.) 3. They lobbied congress, which then passed new laws suppressing & punishing campus free speech & demonstrations classified as "antisemitic." 4. They lobbied congress to outright shut down & ban Tiktok, which congress obliged. However, Trump ended up "saving" TikTok, which was then forced to sell itself to a consortium of pro-israel jewish billionaires, led principally by uber-zionist Larry Ellison. That sale went through on September 16, 2025—6 days after Charlie Kirk was ass*ssinated. 5. In early 2025, the newly-installed Trump administration threatened to withhold $Hundreds of Millions in federal aid to several universities unless they put "safeguards" in place preventing the outbreak of pro-Palestinian activism (again defined as "antisemitism"). 6. In 2025, israel, through organizations like Israel365, started spending $Millions on sending hundreds of American "influencers" to israel in order to get them promoting the zionist cause and rehabilitating israel's image. 7. In 2025, Netanyahu launched Israel's "8th-Front" Information Warfare campaign, targeting the social media & AI landscape in the United States. Israel has earmarked an additional $729 million in FY2026 for these operations. 8. Zionist billionaires took over the entire CBS/Paramount media ecosystem in August 2025. (And they've just now added the entire Warner Bros. Discovery ecosystem, which they've also been pursuing since the fall of 2025). But despite all of this, israel had a problem. Call it the Charlie Kirk TPUSA problem. ▪️Charlie led a campus organization for youth ON THE RIGHT, with 600k+ lifetime members, and 250k+ active members. The largest organization of its kind, completely beholden to his leadership. ▪️Charlie generated billions of views on Tiktok & across the social media landscape, and was firmly opposed to censorship of all kinds including and explicitly speech critical of israel. ▪️Charlie was completely critical of the ADL, calling for its ban on social media & diametrically opposing its calls for more censorship. ▪️Charlie was extremely outspoken and critical of Left-wing jewish activism, which he blamed for the radical, open-borders Marxism ruining the country. ▪️Charlie actively asserted his massive influence to oppose regime-change war in Iran, pressuring Donald Trump inside the Whitehouse itself. ▪️Charlie was becoming increasingly critical of israel & zionism: questioning the suspicious events of 10/7, openly platforming debates against zionism, & himself leading discussions that advocated for cutting aid to israel, releasing the Epstein files, and calling for AIPAC to be registered as a foreign agent under FARA. It should be noted that demanding FARA registration of the israel lobby was one of the actions that got JFK ass*ssinated by the same people. ▪️Charlie was giving TPUSA platform access to powerful israel-critical voices like Tucker Carlson & Dave Smith, and intended to expand that to include Candace Owens. You have seen how ape-sh*t crazy they're going over Tucker & Candace—people who were telling the truth about Epstein & israeli control over the US government and also discouraging war with Iran. ▪️We now also know that Charlie was done with the pro-israel cause and had been signaling his intent to drop it. We have the leaked text, but that didn't happen in a vacuum. That was no doubt the culmination of a lot of momentum in that direction. Here's what I want you to realize if you haven't already: Charlie Kirk was single-handedly undoing or undercutting every move israel & organized jewry had made over the previous 2 years to solve the "Gen Z problem." Remember how organized campus opposition to israel came from the Left? Well here came Charlie Kirk re-platforming it on the Right! Charlie had transformed TPUSA into a Trojan horse—allowing & amplifying everything they'd sought to eliminate from the Left! Charlie Kirk was a massive roadblock to the jewish plan to re-conquer the minds of the youth of America. He was literally AND figuratively the Big Man On Campus. The most influential man in America on the youth. He was allowing and accelerating the rising generation to be radically anti-israel while simultaneously being "Conservative Republicans" in good standing who wouldn't be canceled. THE PLAN The israel-network tried several (ineffective) methods to solve the Charlie Kirk TPUSA problem. 1. They tried to quietly & privately influence him in private with through people like Josh Hammer & Rabbi Wolicki, and surround him with pro-zionists like Rob McCoy & Frank Turek. 2. They launched a high-pressure influence operation against him, which culminated in a 2-day "moral blackmail" event in the Hamptons. He took to the media to denounce these efforts. 3. They tried to outright buy him off when Netanyahu offered $150 million. He refused. 4. They tried to force his hand by pulling funding—notable was the $2 million withdrawn by Robert Shillman. He responded by launching a DOGE effort to shore up the finances and by announcing his intentions to leave the pro-israel cause. In summary: they dragged him privately & publicly; they blackmailed him; and then they tried to buy him. Nothing worked. He deflected everything, said 'NO,' and fought off all the attacks. He had resolved to find a new way forward with the new financial situation. Is there any doubt he would have succeeded? That left the israel-jewish network with only one option—an option that time-and-time-again they've been all too willing to resort to. Don't come at me with "Charlie Kirk supported israel!" and "Charlie Kirk loved the jews!" nonsense. John F. Kennedy also supported israel and embraced the jews. But there was a conflict: he put America first. And so did Charlie Kirk. My facts are true. And my logic is sound. I won't hear of this "lone gunman" nonsense any more. Miss me with the "Some random kid all by himself drove 300 miles on a week's notice, shoved a 110-year old gun down his pants, walked onto a roof directly in front of Charlie, delivered a perfect 1-shot/1-kill, escaped with no problem, and then immediately texted the whole plan to his furry roommate." israel would not be able to take this country to war against Iran if Charlie Kirk were still alive today. Period. I don't care how much he loved jews on a personal level. The hostile takeover of TPUSA was every bit as necessary as the hostile takeover of Tiktok and the Ivy league universities. Either you believe israel was the recipient of the most timely, fantastic stroke of geopolitical good luck ever, or you realize that Jonathan Greenblatt's injunction to take back Gen Z has been fulfilled in practically every particular.

Sam Parker 🇺🇸🧯

299,143 views • 5 months ago

That's a terrible take from Peter McCormack 🏴‍☠️🇬🇧🇮🇪. I don't hold any $ADA, and I don't even like Cardano much, but this post is highly misleading and the fruit of misinformation. Peter should do his research better. This Cardano Bitcoin implementation is apparently far more secure than most Lightning Network implementations, for example, which he used to promote relentlessly to his followers. Maxis will be maxis, I guess. 🤷 - I asked OpenAI o1 via Nano-GPT to review and analyze BOS whitepaper, commenting on the trade-offs, vulnerabilities, risks, and BTC influencers calling it a scam. Here's what the AI said: The BitcoinOS whitepaper introduces **BitSNARK** and **Grail**, proposing an innovative approach to enhance Bitcoin's functionality by enabling trustless and secure bridges between Bitcoin and other blockchain networks, such as Cardano. The core of this proposal is to optimize the recently introduced **BitVM** paradigm for verifying zk-SNARK proofs on the Bitcoin blockchain without altering Bitcoin's consensus rules. Below, I provide an analysis of the whitepaper, its security implications compared to existing Layer 2 (L2) solutions like the Lightning Network and Liquid, potential trade-offs and vulnerabilities, user considerations to mitigate risks, and its prospects for the future. Additionally, I will address the criticisms from Bitcoin maximalists labeling it a "scam." --- ### **Overview of BitSNARK and Grail** **BitVM Overview** - **BitVM**, introduced by Robin Linus in December 2023, allows for Turing-complete computations on Bitcoin by leveraging an interactive protocol between parties to verify off-chain computations. - It opens the possibility for near trustless rollup bridges on Bitcoin without changing its consensus rules. - However, BitVM, being general-purpose, is not optimized for specific tasks like SNARK verification, leading to practical implementation challenges. **BitSNARK's Innovations** - **BitSNARK** builds upon BitVM but focuses specifically on verifying zk-SNARK proofs efficiently on the Bitcoin blockchain. - It introduces a simplified virtual machine (VM) with only three instructions optimized for finite field calculations required in zk-SNARK verification: - `addmod` for modular addition. - `andbit` for bitwise operations. - `equal` for equality checks. - By reducing complexity, BitSNARK improves program size by an order of magnitude and reduces challenge/response lengths by up to 50%. - It simplifies the challenge protocol to a single type, enhancing security and auditability. **Grail Bridge Implementation** - **Grail** is an implementation of BitSNARK, aiming to provide a practical and scalable Bitcoin Rollup Bridge. - It enables users to transfer assets between the Bitcoin mainchain (Layer 1) and Layer 2 networks (rollups) securely. - Grail relies on a set of **operators** who participate in the protocol to facilitate deposits and withdrawals. - Operators engage in an interactive verification protocol, ensuring that zk-SNARK proofs are correctly verified on-chain. - The system incentivizes honest participation through economic incentives and penalties. --- ### **Security Analysis** #### **Comparison with Existing L2 Solutions** **Lightning Network** - **Pros:** - Offers fast, low-cost transactions off-chain. - Preserves Bitcoin's on-chain privacy features. - **Cons:** - Requires continuous network connectivity. - Involves counterparty risk due to channel management. - Limited in handling complex smart contracts or interoperability with other chains. **Liquid Network** - **Pros:** - Federated sidechain allowing faster transactions and confidential assets. - Enables issuance of new assets and atomic swaps. - **Cons:** - Federation model introduces trust assumptions. - Less decentralized due to reliance on functionaries. **BitSNARK and Grail** - **Pros:** - Enables verification of zk-SNARK proofs on Bitcoin without consensus changes. - Facilitates truly trustless and decentralized bridges to other chains. - Reduces complexity and enhances efficiency compared to BitVM. - Operators' incentives align to maintain security without requiring majority trust. - **Cons:** - Relies on an interactive protocol between operators, potentially increasing complexity. - New technology may have undiscovered vulnerabilities. - Requires widespread operator participation for robustness. #### **Potential Vulnerabilities** 1. **Operator Collusion or Malfeasance:** - If operators collude, they could potentially censor transactions or delay withdrawals. - Mitigation: Implement robust economic incentives and penalties, and promote decentralization by encouraging more operators to participate. 2. **Interactive Protocol Risks:** - The interactive verification protocol relies on timely responses; delays or Denial-of-Service (DoS) attacks could disrupt the protocol. - Mitigation: Incorporate timeouts and fail-safes, and design protocols resilient to network latency and attacks. 3. **Smart Contract Bugs:** - Bugs in the implementation of BitSNARK VM or the Grail protocol could be exploited. - Mitigation: Conduct thorough code audits, formal verification, and testing on testnets before mainnet deployment. 4. **Cryptographic Assumptions:** - The security relies on the cryptographic primitives used in zk-SNARKs and their correct implementation. - Mitigation: Use well-established cryptographic libraries and stay updated on advancements in cryptanalysis. 5. **Scalability Concerns:** - Although more efficient than BitVM, running zk-SNARK verifications on-chain is resource-intensive. - Mitigation: Optimize the implementation further and possibly leverage layer 2 solutions for certain computations. --- ### **Trade-offs and User Considerations** **Trade-offs:** - **Complexity vs. Functionality:** - BitSNARK simplifies the computation model but requires users and operators to understand and trust a new protocol. - **Decentralization vs. Performance:** - The security model relies on operators; increasing the number of operators enhances decentralization but may impact performance due to coordination overhead. - **Innovation vs. Maturity:** - As a novel solution, it lacks the battle-tested resilience of existing L2 solutions like the Lightning Network. **User Considerations:** 1. **Counterparty Risk:** - Users should be aware that the system's security depends on operators; participation of reputable operators is crucial. - **Recommendation:** Use the bridge when a sufficient number of trusted operators are active. 2. **Protocol Familiarity:** - Users need to understand the withdrawal and dispute processes. - **Recommendation:** Educate users through clear documentation and user-friendly interfaces. 3. **Security Practices:** - Be cautious with private keys and exit secrets, especially for operators. - **Recommendation:** Implement best practices for key management and consider hardware wallets. 4. **Monitoring Network Conditions:** - Network congestion or attacks could affect transaction confirmations. - **Recommendation:** Monitor network status and set appropriate fees for timely confirmations. --- ### **Potential for the Future** - **Solving the Scalability Trilemma:** - BitSNARK and Grail present a promising approach to achieving scalability, expressivity, and decentralization on Bitcoin. - **Interoperability:** - Enables Bitcoin to interact trustlessly with other chains, expanding its utility beyond a store of value. - **Innovation Catalyst:** - May inspire further research and development in Bitcoin's smart contract capabilities. --- ### **Addressing the "Scam" Accusations by Bitcoin Maximalists** **Criticisms:** - **Skepticism of Altering Bitcoin's Core Principles:** - Some Bitcoin maximalists may view this proposal as deviating from Bitcoin's original purpose. - **Fear of Centralization Risks:** - Concerns that introducing complex protocols could introduce central points of failure. **Counterarguments:** - **Maintaining Consensus Rules:** - BitSNARK operates without changing Bitcoin's consensus rules, preserving its core principles. - **Enhancing Bitcoin's Utility:** - The proposal aims to expand Bitcoin's capabilities while upholding decentralization and security. - **Economic Incentives for Security:** - The design relies on economic incentives aligning participants' interests with the network's security. **Conclusion:** - **Healthy Skepticism is Beneficial:** - Critiques promote rigorous security assessments and robustness. - **Innovation Requires Open-mindedness:** - Dismissing new ideas outright may hinder Bitcoin's evolution and adaptability. - **Focus on Merits and Risks:** - A balanced evaluation considering potential benefits and drawbacks is essential. --- ### **Final Thoughts** The BitcoinOS whitepaper introduces a significant advancement in enabling trustless and secure interoperability between Bitcoin and other blockchain networks. By optimizing for zk-SNARK verification through BitSNARK and implementing the Grail bridge, it aims to address long-standing scalability and functionality limitations. While promising, it is crucial to approach this innovation with careful scrutiny, thorough testing, and a commitment to security best practices. Users and stakeholders should remain informed, participate in community discussions, and contribute to the development and auditing processes to ensure the system's robustness and integrity.
0:50

That's a terrible take from Peter McCormack 🏴‍☠️🇬🇧🇮🇪. I don't hold any $ADA, and I don't even like Cardano much, but this post is highly misleading and the fruit of misinformation. Peter should do his research better. This Cardano Bitcoin implementation is apparently far more secure than most Lightning Network implementations, for example, which he used to promote relentlessly to his followers. Maxis will be maxis, I guess. 🤷 - I asked OpenAI o1 via Nano-GPT to review and analyze BOS whitepaper, commenting on the trade-offs, vulnerabilities, risks, and BTC influencers calling it a scam. Here's what the AI said: The BitcoinOS whitepaper introduces **BitSNARK** and **Grail**, proposing an innovative approach to enhance Bitcoin's functionality by enabling trustless and secure bridges between Bitcoin and other blockchain networks, such as Cardano. The core of this proposal is to optimize the recently introduced **BitVM** paradigm for verifying zk-SNARK proofs on the Bitcoin blockchain without altering Bitcoin's consensus rules. Below, I provide an analysis of the whitepaper, its security implications compared to existing Layer 2 (L2) solutions like the Lightning Network and Liquid, potential trade-offs and vulnerabilities, user considerations to mitigate risks, and its prospects for the future. Additionally, I will address the criticisms from Bitcoin maximalists labeling it a "scam." --- ### **Overview of BitSNARK and Grail** **BitVM Overview** - **BitVM**, introduced by Robin Linus in December 2023, allows for Turing-complete computations on Bitcoin by leveraging an interactive protocol between parties to verify off-chain computations. - It opens the possibility for near trustless rollup bridges on Bitcoin without changing its consensus rules. - However, BitVM, being general-purpose, is not optimized for specific tasks like SNARK verification, leading to practical implementation challenges. **BitSNARK's Innovations** - **BitSNARK** builds upon BitVM but focuses specifically on verifying zk-SNARK proofs efficiently on the Bitcoin blockchain. - It introduces a simplified virtual machine (VM) with only three instructions optimized for finite field calculations required in zk-SNARK verification: - `addmod` for modular addition. - `andbit` for bitwise operations. - `equal` for equality checks. - By reducing complexity, BitSNARK improves program size by an order of magnitude and reduces challenge/response lengths by up to 50%. - It simplifies the challenge protocol to a single type, enhancing security and auditability. **Grail Bridge Implementation** - **Grail** is an implementation of BitSNARK, aiming to provide a practical and scalable Bitcoin Rollup Bridge. - It enables users to transfer assets between the Bitcoin mainchain (Layer 1) and Layer 2 networks (rollups) securely. - Grail relies on a set of **operators** who participate in the protocol to facilitate deposits and withdrawals. - Operators engage in an interactive verification protocol, ensuring that zk-SNARK proofs are correctly verified on-chain. - The system incentivizes honest participation through economic incentives and penalties. --- ### **Security Analysis** #### **Comparison with Existing L2 Solutions** **Lightning Network** - **Pros:** - Offers fast, low-cost transactions off-chain. - Preserves Bitcoin's on-chain privacy features. - **Cons:** - Requires continuous network connectivity. - Involves counterparty risk due to channel management. - Limited in handling complex smart contracts or interoperability with other chains. **Liquid Network** - **Pros:** - Federated sidechain allowing faster transactions and confidential assets. - Enables issuance of new assets and atomic swaps. - **Cons:** - Federation model introduces trust assumptions. - Less decentralized due to reliance on functionaries. **BitSNARK and Grail** - **Pros:** - Enables verification of zk-SNARK proofs on Bitcoin without consensus changes. - Facilitates truly trustless and decentralized bridges to other chains. - Reduces complexity and enhances efficiency compared to BitVM. - Operators' incentives align to maintain security without requiring majority trust. - **Cons:** - Relies on an interactive protocol between operators, potentially increasing complexity. - New technology may have undiscovered vulnerabilities. - Requires widespread operator participation for robustness. #### **Potential Vulnerabilities** 1. **Operator Collusion or Malfeasance:** - If operators collude, they could potentially censor transactions or delay withdrawals. - Mitigation: Implement robust economic incentives and penalties, and promote decentralization by encouraging more operators to participate. 2. **Interactive Protocol Risks:** - The interactive verification protocol relies on timely responses; delays or Denial-of-Service (DoS) attacks could disrupt the protocol. - Mitigation: Incorporate timeouts and fail-safes, and design protocols resilient to network latency and attacks. 3. **Smart Contract Bugs:** - Bugs in the implementation of BitSNARK VM or the Grail protocol could be exploited. - Mitigation: Conduct thorough code audits, formal verification, and testing on testnets before mainnet deployment. 4. **Cryptographic Assumptions:** - The security relies on the cryptographic primitives used in zk-SNARKs and their correct implementation. - Mitigation: Use well-established cryptographic libraries and stay updated on advancements in cryptanalysis. 5. **Scalability Concerns:** - Although more efficient than BitVM, running zk-SNARK verifications on-chain is resource-intensive. - Mitigation: Optimize the implementation further and possibly leverage layer 2 solutions for certain computations. --- ### **Trade-offs and User Considerations** **Trade-offs:** - **Complexity vs. Functionality:** - BitSNARK simplifies the computation model but requires users and operators to understand and trust a new protocol. - **Decentralization vs. Performance:** - The security model relies on operators; increasing the number of operators enhances decentralization but may impact performance due to coordination overhead. - **Innovation vs. Maturity:** - As a novel solution, it lacks the battle-tested resilience of existing L2 solutions like the Lightning Network. **User Considerations:** 1. **Counterparty Risk:** - Users should be aware that the system's security depends on operators; participation of reputable operators is crucial. - **Recommendation:** Use the bridge when a sufficient number of trusted operators are active. 2. **Protocol Familiarity:** - Users need to understand the withdrawal and dispute processes. - **Recommendation:** Educate users through clear documentation and user-friendly interfaces. 3. **Security Practices:** - Be cautious with private keys and exit secrets, especially for operators. - **Recommendation:** Implement best practices for key management and consider hardware wallets. 4. **Monitoring Network Conditions:** - Network congestion or attacks could affect transaction confirmations. - **Recommendation:** Monitor network status and set appropriate fees for timely confirmations. --- ### **Potential for the Future** - **Solving the Scalability Trilemma:** - BitSNARK and Grail present a promising approach to achieving scalability, expressivity, and decentralization on Bitcoin. - **Interoperability:** - Enables Bitcoin to interact trustlessly with other chains, expanding its utility beyond a store of value. - **Innovation Catalyst:** - May inspire further research and development in Bitcoin's smart contract capabilities. --- ### **Addressing the "Scam" Accusations by Bitcoin Maximalists** **Criticisms:** - **Skepticism of Altering Bitcoin's Core Principles:** - Some Bitcoin maximalists may view this proposal as deviating from Bitcoin's original purpose. - **Fear of Centralization Risks:** - Concerns that introducing complex protocols could introduce central points of failure. **Counterarguments:** - **Maintaining Consensus Rules:** - BitSNARK operates without changing Bitcoin's consensus rules, preserving its core principles. - **Enhancing Bitcoin's Utility:** - The proposal aims to expand Bitcoin's capabilities while upholding decentralization and security. - **Economic Incentives for Security:** - The design relies on economic incentives aligning participants' interests with the network's security. **Conclusion:** - **Healthy Skepticism is Beneficial:** - Critiques promote rigorous security assessments and robustness. - **Innovation Requires Open-mindedness:** - Dismissing new ideas outright may hinder Bitcoin's evolution and adaptability. - **Focus on Merits and Risks:** - A balanced evaluation considering potential benefits and drawbacks is essential. --- ### **Final Thoughts** The BitcoinOS whitepaper introduces a significant advancement in enabling trustless and secure interoperability between Bitcoin and other blockchain networks. By optimizing for zk-SNARK verification through BitSNARK and implementing the Grail bridge, it aims to address long-standing scalability and functionality limitations. While promising, it is crucial to approach this innovation with careful scrutiny, thorough testing, and a commitment to security best practices. Users and stakeholders should remain informed, participate in community discussions, and contribute to the development and auditing processes to ensure the system's robustness and integrity.

Vini B |「 thecoding 」

58,614 views • 1 year ago