Загрузка видео...

Не удалось загрузить видео

Возникла проблема при загрузке этого видео. Это может быть связано с временными проблемами сети или видео может быть недоступно.

На главную

Jorrel Hato • Tactical Report Full Vid: ➡ More creative in final third than Cucurella ➡ Needs courage in build-up phase ➡ Elite CB footwork, but lacks LB burst? ➡ Strong aerially for a FB, enough for future CB? ➡ Alaba-like versatility ➡ Tailor-made for Maresca (inverted FB) ➡... show more

Pythagoras In Boots ⚽️

86,265 subscribers

124,205 просмотров • 1 год назад •via X (Twitter)

Игры Новости и политика Образование

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Marc Cucurella • Tactical Report ➡️Combative in air but can get bodied ➡️Retains well in middle third but lacks creativity ➡Potentially an elite man-marker ➡️Struggles to beat men in final third ➡Better LB ceiling vs LWB Full Vid (12 Mins): #MUFC

Marc Cucurella • Tactical Report ➡️Combative in air but can get bodied ➡️Retains well in middle third but lacks creativity ➡Potentially an elite man-marker ➡️Struggles to beat men in final third ➡Better LB ceiling vs LWB Full Vid (12 Mins): #MUFC

Pythagoras In Boots ⚽️

157,724 просмотров • 2 лет назад

Arne Slot • Tactical Report ➡ Builds up in a 2-2-4-2 with inverting FB ➡ Doesn't use switches ➡ Needs Olise/Nico on wings ➡ Uses Wieffer like Rodri ➡ Open to counters due to back 2 ➡ Prefers cultured CF - Nunez ❌ Full Vid: #LiverpoolFC #LFC

Arne Slot • Tactical Report ➡ Builds up in a 2-2-4-2 with inverting FB ➡ Doesn't use switches ➡ Needs Olise/Nico on wings ➡ Uses Wieffer like Rodri ➡ Open to counters due to back 2 ➡ Prefers cultured CF - Nunez ❌ Full Vid: #LiverpoolFC #LFC

Pythagoras In Boots ⚽️

592,516 просмотров • 2 лет назад

Viktor Gyokeres • Tactical Report Full Video: ➡ Swedish Shearer? Power + Precision over finesse ➡ Runs channels well, a Thomas Frank wet dream ➡ Footwork unlikely to trouble elite, but pretty direct, good drop of shoulder and spongey ala Suarez-lite ➡ Loves drifting to wide part box and providing cut backs or slide across box... better provider than Erling ➡ Strength/Aerials might be inflated due to league he has come from, not sure his heading > Kane/Toney ➡ Pressing ok for big man, not as nippy as Kai/Jesus #SportingCP #Arsenal #ChelseaFC #LiverpoolFC

Viktor Gyokeres • Tactical Report Full Video: ➡ Swedish Shearer? Power + Precision over finesse ➡ Runs channels well, a Thomas Frank wet dream ➡ Footwork unlikely to trouble elite, but pretty direct, good drop of shoulder and spongey ala Suarez-lite ➡ Loves drifting to wide part box and providing cut backs or slide across box... better provider than Erling ➡ Strength/Aerials might be inflated due to league he has come from, not sure his heading > Kane/Toney ➡ Pressing ok for big man, not as nippy as Kai/Jesus #SportingCP #Arsenal #ChelseaFC #LiverpoolFC

Pythagoras In Boots ⚽️

94,906 просмотров • 2 лет назад

Multi Dex, Multi Swap, 1 TX ➡ Cardano 💪 Testing one of us our upcoming features to allow multiple different swaps on multiple dexs in 1 tx. This example was 38 different trades with a mix of selling CNTs, buying CNTs, market orders and limit orders all summited in 1 tx. We could fit a lot more than 38 swaps in one tx but this was just an initial test on mainnet. Final testing and tweaks ongoing and then we will release for everyone to have a go. This is the base for a lot more that we will build on top of it...

Multi Dex, Multi Swap, 1 TX ➡ Cardano 💪 Testing one of us our upcoming features to allow multiple different swaps on multiple dexs in 1 tx. This example was 38 different trades with a mix of selling CNTs, buying CNTs, market orders and limit orders all summited in 1 tx. We could fit a lot more than 38 swaps in one tx but this was just an initial test on mainnet. Final testing and tweaks ongoing and then we will release for everyone to have a go. This is the base for a lot more that we will build on top of it...

ADA Markets

204,330 просмотров • 2 лет назад

The NFT market needs a reset 🔄 What once was a way of "storing" exceptional and rare goods, available to everyone, has grown to become a pursuit of huge profits, sick valuations. A sphere ruined by bots and hunters 🤖 Reset is here and JungleART will engage it 👇 - A thread 🧵 We are bringing NFTs back to their roots 🌳 Roots that this time can be reached by everyone, regardless of the level of knowledge about crypto. How? By creating an infrastructure focused on putting the initiative in the most creative hands - hands of the crypto community🤝 COMPLETE NFT ECOSYSTEM ⬇ What are the bricks that build this infrastructure? 🧱 🎨 Collection Creator - to design your own NFTs 📑 Minting Page Creator - to sell them to the world 📊 Collection Manager - to give them utility 💰 Marketplace - to trade them on the market! All these NFT products are created with one thing in mind - ease of use and accessibility ✅ NO-CODE ⬇ Each of the blocks that make up the ecosystem is designed in a way that does not require users to have any programming knowledge The dirty work is on us ✊ COMMUNITY FOCUS ⬇ The ultimate goal is to break down all technological barriers, building strong community using NFTs on a daily basis 🔥 A well-though UX/UI makes the JungleART pleasing to the eye, functional and above all, very easy to use its full potential 📈 LAYER ZERO + DIAMONDS ⬇ 0⃣ Based on the LayerZero protocol, JungleART allows for direct, fast, easy and cheap transfer of NFTs between LZ supported chains 🔗 💎 The platform uses the EIP-2535: Diamonds standard offering creators full power of the NFTs and their functionality. NFT UTILITY ⬇ Speaking of functionality. EIP-2535 allows modifying and upgrading NFTs with some utilities ⚙ ➡ Wallet staking ➡ Lending ➡ Royalties Three mysterious-sounding names among tenths of others? More on this soon 🫡 Aw! Real World Assets? We got this covered too! The above mentioned sneak peaks are only small steps into the heart of the jungle 💚 JungleART still has many secrets to discover. One of them is our “whitelabel”. What is it and how can project creators and whole cryptoworld benefit form it? 🌴 Soon you will learn more!

The NFT market needs a reset 🔄 What once was a way of "storing" exceptional and rare goods, available to everyone, has grown to become a pursuit of huge profits, sick valuations. A sphere ruined by bots and hunters 🤖 Reset is here and JungleART will engage it 👇 - A thread 🧵 We are bringing NFTs back to their roots 🌳 Roots that this time can be reached by everyone, regardless of the level of knowledge about crypto. How? By creating an infrastructure focused on putting the initiative in the most creative hands - hands of the crypto community🤝 COMPLETE NFT ECOSYSTEM ⬇ What are the bricks that build this infrastructure? 🧱 🎨 Collection Creator - to design your own NFTs 📑 Minting Page Creator - to sell them to the world 📊 Collection Manager - to give them utility 💰 Marketplace - to trade them on the market! All these NFT products are created with one thing in mind - ease of use and accessibility ✅ NO-CODE ⬇ Each of the blocks that make up the ecosystem is designed in a way that does not require users to have any programming knowledge The dirty work is on us ✊ COMMUNITY FOCUS ⬇ The ultimate goal is to break down all technological barriers, building strong community using NFTs on a daily basis 🔥 A well-though UX/UI makes the JungleART pleasing to the eye, functional and above all, very easy to use its full potential 📈 LAYER ZERO + DIAMONDS ⬇ 0⃣ Based on the LayerZero protocol, JungleART allows for direct, fast, easy and cheap transfer of NFTs between LZ supported chains 🔗 💎 The platform uses the EIP-2535: Diamonds standard offering creators full power of the NFTs and their functionality. NFT UTILITY ⬇ Speaking of functionality. EIP-2535 allows modifying and upgrading NFTs with some utilities ⚙ ➡ Wallet staking ➡ Lending ➡ Royalties Three mysterious-sounding names among tenths of others? More on this soon 🫡 Aw! Real World Assets? We got this covered too! The above mentioned sneak peaks are only small steps into the heart of the jungle 💚 JungleART still has many secrets to discover. One of them is our “whitelabel”. What is it and how can project creators and whole cryptoworld benefit form it? 🌴 Soon you will learn more!

JungleArt.ai powered by GameSwift 🌴

20,270 просмотров • 2 лет назад

‍ ‼️🚨🔵PRESSER🔵🚨‼️ 🎙Enzo Maresca's Full Pre-Tottenham Hotspur Press Conference: 🔹Enzo Maresca on if he has spoken to Liam Delap since red card: "I don't need to speak with Liam. I spoke with him but he knows everything. He is aware of the situation. He knows he made the mistake. Full stop, no more than that." 🔹Enzo Maresca on discipline problem: "I think that some of the red cards we concede, we can avoid that." 🔹Enzo Maresca on changing the discipline issues: "It's also something we need to learn and need to do better. For sure, no doubt, we will do better than that in the future." 🔹Enzo Maresca on whether Liam Delap is a long way from the player he wants him to be: "I'm not from England, so sometimes when I try to translate from Italian to English, it's a bit different. When Liam is on the pitch, he is more focused to try his battle with the defender. That's what I was trying to say. There are three players in this team that I know better than the rest, Lavia, Palmer and Delap because I knew them from City U21s. I know Liam will be a fantastic player for us, but there are some things he can improve." 🔹Enzo Maresca on Spurs' home record: "I think Tottenham are doing very good. They won the Europa League and they started really well this season. It's a derby and it will be a difficult game." 🔹Enzo Maresca on Chelsea's left wingers: "They are both [Garnacho and Gittens] adapting to the way we work every day. They are both doing very well. This is what we want from our wingers, scoring goals and assists. It's good that they're both doing very well so we can choose one or the other." 🔹Enzo Maresca on conceding from set-pieces: "I think that set-pieces, you are going to score goals and concede goals. The reason why is because when we concede, you are not strong enough. It is an action that is so difficult to defend." 🔹Enzo Maresca on defending long throws: "For sure, we are working on it, for sure." 🔹Enzo Maresca on if Liam Delap apologised: "Straight after the game in the changing room, he apologised to everyone." 🔹Enzo Maresca on Palmer injury latest: "I just met him in the canteen for breakfast and I said to him, in one week 'you will be back' and he was laughing. For Cole, it's exactly the same plan, we will wait [until he is ready]." 🔹Enzo Maresca on the discipline: "I think as I said many times, I like to learn and evolve. In this moment, we are trying to do everything to try and avoid this kind of situation. Hopefully we can learn and be better in the future." #CFC | #Chelsea | #TOTCHE | #Interviews 📲 CFC_ChelseaFC via Telegram

‍ ‼️🚨🔵PRESSER🔵🚨‼️ 🎙Enzo Maresca's Full Pre-Tottenham Hotspur Press Conference: 🔹Enzo Maresca on if he has spoken to Liam Delap since red card: "I don't need to speak with Liam. I spoke with him but he knows everything. He is aware of the situation. He knows he made the mistake. Full stop, no more than that." 🔹Enzo Maresca on discipline problem: "I think that some of the red cards we concede, we can avoid that." 🔹Enzo Maresca on changing the discipline issues: "It's also something we need to learn and need to do better. For sure, no doubt, we will do better than that in the future." 🔹Enzo Maresca on whether Liam Delap is a long way from the player he wants him to be: "I'm not from England, so sometimes when I try to translate from Italian to English, it's a bit different. When Liam is on the pitch, he is more focused to try his battle with the defender. That's what I was trying to say. There are three players in this team that I know better than the rest, Lavia, Palmer and Delap because I knew them from City U21s. I know Liam will be a fantastic player for us, but there are some things he can improve." 🔹Enzo Maresca on Spurs' home record: "I think Tottenham are doing very good. They won the Europa League and they started really well this season. It's a derby and it will be a difficult game." 🔹Enzo Maresca on Chelsea's left wingers: "They are both [Garnacho and Gittens] adapting to the way we work every day. They are both doing very well. This is what we want from our wingers, scoring goals and assists. It's good that they're both doing very well so we can choose one or the other." 🔹Enzo Maresca on conceding from set-pieces: "I think that set-pieces, you are going to score goals and concede goals. The reason why is because when we concede, you are not strong enough. It is an action that is so difficult to defend." 🔹Enzo Maresca on defending long throws: "For sure, we are working on it, for sure." 🔹Enzo Maresca on if Liam Delap apologised: "Straight after the game in the changing room, he apologised to everyone." 🔹Enzo Maresca on Palmer injury latest: "I just met him in the canteen for breakfast and I said to him, in one week 'you will be back' and he was laughing. For Cole, it's exactly the same plan, we will wait [until he is ready]." 🔹Enzo Maresca on the discipline: "I think as I said many times, I like to learn and evolve. In this moment, we are trying to do everything to try and avoid this kind of situation. Hopefully we can learn and be better in the future." #CFC | #Chelsea | #TOTCHE | #Interviews 📲 CFC_ChelseaFC via Telegram

Miki Djan

28,827 просмотров • 9 месяцев назад

🔥 The ULTIMATE Frankball Deep Dive - WHY Tottenham's defence is locked in but the attack’s struggling? ➡️Joao Palhinha’s been a monster ball-winner ... one of the best in the league at shielding the back line... but when it comes to build-up he looks limited... very few progressive passes... not the press-resistant six Spurs need compared to a Zubimendi-type profile who moves play forward with risk and precision ➡️ Brennan Johnson’s another casualty of the new setup... he was a threat down the right where he could run onto the ball but now on the left he’s forced into build-up play... and that’s not his game - his link-up breaks under pressure ➡️ Djed Spence is slowing Spurs down too in the build up phase, always wants to shift onto his right foot... extra touches... more recycling, less verticality which is having a knock on effect on Xavi Simons who was used to Raum at Leipzig bombing on and holding the width. ➡️ Without Son Heung-min and Harry Kane the final third has lost its elite edge... less decisiveness... fewer game-changers and for a pragmatic coach like Frank who depends on clinical finishers rather than a fluid attacking system... that’s a big problem, doesn't help no Kulu or Madders either. The upside: 🔼They’re harder to beat 🔼Set-pieces look drilled (Attacking AND Defensive) 🔼Opposition getting fewer clean looks at goal... So yes... the defence is fixed... but the attack needs time for key personnel to get fit, some rejigging positions wise and possibly transfers made in January and beyond. #THFC

Pythagoras In Boots ⚽️

34,686 просмотров • 9 месяцев назад

Continental Football EDITION🗣 Pre-Match Analysis: Kaizer Chiefs vs. ZESCO United📝 ■ Setting the Tone in the CAFCC Today's game is our opportunity to show that we can perform as a solid team and secure a result. We’re playing at home, the supporters will be filling up the stadium, and from how ZESCO performed at their home ground, they haven’t shown enough quality to make us fear them. We need to be brave, show faith in the quality in the team, come out to play, and win. We won’t compromise the result or the principles of our game. We have the players, and domestically, we’ve been getting results. On continental turf, we’ve had contrasting outcomes: loss, draw, win. Now we have the chance to make it 2 wins in a row, giving us momentum for the next fixtures. The coaches have positively influenced games with substitutions, and today, on top of that, we need a strong start, willingness to control, and dominate the match to create better scoring opportunities. ■ Tactical Adjustments Our consistency has been an issue; we often change midfield pairings, like the one of Ndlovu and Maboe, too frequently. In the Betway Premiership, they’ve shown better composure and chemistry. Very exciting once they settle in possession with attacking flair, in continental football, our control is limited because we often have a mentality that forfeits possession. This mentality means we don’t always seek to control the game, and that limits us during moments when we need composure on the ball. We can’t always rely on beautiful football, but we can't also rely on kicking the ball forward aimlessly to win. Some opponents will punish us if we allow them to control the game more than necessary. It’s crucial to choose our moments well and not let opponents dictate play, especially when they have the quality to hurt us with that. ■ Attacking Performance In our previous match against ZESCO United, our attack was blunt. We only managed 1 shot on target, which happened in the 2nd minute. That shot resulted in a goal from a rebound: Silva’s header hit the upright, and Pule Mmodi was onside to tap it in. Apart from those 2 moments in the 1st 2 minutes, we failed to test the goalkeeper for the rest of the match. The keeper made 0 saves, and we only had 5 attempts, with just that 1 goal as the only attempt on target. Our attacking quality was lacking; we couldn’t find Silva, and we got no spark from Mayo as a 10. Even with substitutions at halftime, we couldn’t improve our offensive quality. Our attack needed reshuffling, reviving, and clearer tactical blueprint. ■ ZESCO United’s Threats ZESCO United’s primary attacking threat comes from their left-hand side, particularly with Chilangoshi at LB and Kampamba at LW. Kampamba is a dynamic dribbler who consistently challenges opposing fullbacks, making it essential for Kaizer Chiefs to maintain defensive discipline. Keeping Solomons on the pitch will be crucial for effective defensive recovery. They also have strong CB. Today, we suffocate them with pressure, maintain attacking intensity, fight for every ball, and we make better decisions in the final 3rd. An early goal✅️ The defense and Gk have done a lot of good work. It's time for the midfield and attack to show more consistency. ❤️✌🏾

Continental Football EDITION🗣 Pre-Match Analysis: Kaizer Chiefs vs. ZESCO United📝 ■ Setting the Tone in the CAFCC Today's game is our opportunity to show that we can perform as a solid team and secure a result. We’re playing at home, the supporters will be filling up the stadium, and from how ZESCO performed at their home ground, they haven’t shown enough quality to make us fear them. We need to be brave, show faith in the quality in the team, come out to play, and win. We won’t compromise the result or the principles of our game. We have the players, and domestically, we’ve been getting results. On continental turf, we’ve had contrasting outcomes: loss, draw, win. Now we have the chance to make it 2 wins in a row, giving us momentum for the next fixtures. The coaches have positively influenced games with substitutions, and today, on top of that, we need a strong start, willingness to control, and dominate the match to create better scoring opportunities. ■ Tactical Adjustments Our consistency has been an issue; we often change midfield pairings, like the one of Ndlovu and Maboe, too frequently. In the Betway Premiership, they’ve shown better composure and chemistry. Very exciting once they settle in possession with attacking flair, in continental football, our control is limited because we often have a mentality that forfeits possession. This mentality means we don’t always seek to control the game, and that limits us during moments when we need composure on the ball. We can’t always rely on beautiful football, but we can't also rely on kicking the ball forward aimlessly to win. Some opponents will punish us if we allow them to control the game more than necessary. It’s crucial to choose our moments well and not let opponents dictate play, especially when they have the quality to hurt us with that. ■ Attacking Performance In our previous match against ZESCO United, our attack was blunt. We only managed 1 shot on target, which happened in the 2nd minute. That shot resulted in a goal from a rebound: Silva’s header hit the upright, and Pule Mmodi was onside to tap it in. Apart from those 2 moments in the 1st 2 minutes, we failed to test the goalkeeper for the rest of the match. The keeper made 0 saves, and we only had 5 attempts, with just that 1 goal as the only attempt on target. Our attacking quality was lacking; we couldn’t find Silva, and we got no spark from Mayo as a 10. Even with substitutions at halftime, we couldn’t improve our offensive quality. Our attack needed reshuffling, reviving, and clearer tactical blueprint. ■ ZESCO United’s Threats ZESCO United’s primary attacking threat comes from their left-hand side, particularly with Chilangoshi at LB and Kampamba at LW. Kampamba is a dynamic dribbler who consistently challenges opposing fullbacks, making it essential for Kaizer Chiefs to maintain defensive discipline. Keeping Solomons on the pitch will be crucial for effective defensive recovery. They also have strong CB. Today, we suffocate them with pressure, maintain attacking intensity, fight for every ball, and we make better decisions in the final 3rd. An early goal✅️ The defense and Gk have done a lot of good work. It's time for the midfield and attack to show more consistency. ❤️✌🏾

El Capitano⚪

41,618 просмотров • 6 месяцев назад

🚨 ALERT AMERICA: HERE IS THE PROOF - ONE OF THE NINE FEDERAL REFUGEE CONTRACTORS ADMITTED THE ENTIRE RESETTLEMENT SCHEME ON CAMERA AMERICA HAS BEEN SOLD OUT! This 2021 video from Episcopal Migration Ministries (EMM), one of the nine federally funded refugee resettlement contractors, is one of the most revealing pieces of footage you will see. They were speaking openly at All Saints Church in Pasadena, assuming no one outside their activist circles was paying attention. But what they admitted is devastating. This wasn’t a sermon or charity. It was a full-blown political strategy briefing, filmed in a church, explaining how the U.S. government and religious NGOs work together to: 📍 dramatically expand resettlement pipelines 📍 pressure Congress to change immigration laws 📍 mobilize churches as pro-immigration activist armies 📍 build permanent support networks for arrivals 📍 redefine “refugee” to include economic & climate migrants 📍 overload the system by design 📍 coordinate lobbying directly with Washington And they said all of it out loud - we are funding our own demise! 1. They admit they are an official U.S. government partner Brother Chris McNabb of EMM states: “EMM is a ministry of the Episcopal Church and one of nine national agencies responsible for resettling refugees in the United States in partnership with the government.” This is not charity. They are federal contractors with a financial quota. More refugees = more money. It’s that simple. This is state-funded demographic policy laundered through churches. 2. They confessed the scale: from 18,000 refugees → to 4,000 Afghans PER WEEK McNabb brags: “In 2020 all nine agencies resettled about 18,000 refugees. We are now resettling 4,000 Afghans a week.” This was a mass importation pipeline, not a humanitarian drip. He openly says they had to “staff up significantly” because the pipeline “exploded overnight.” 3. They admit DHS used “humanitarian parole” to bypass the legal process McNabb explains Afghans were: “Paroled in by the Department of Homeland Security… because they did not have time to wait for the immigration system to operate.” Translation: ➡ Normal vetting was bypassed. ➡ The legal process was circumvented. ➡ Tens of thousands were rushed in without proper screening. Congress still hasn’t adjusted their status, but the arrivals are here permanently. 4. They train congregations to take in asylum seekers and parolees — not just refugees Through the Neighbor to Neighbor program, churches are trained to: 📍 provide physical & emotional support 📍 provide transportation 📍 help navigate legal processes 📍 sponsor asylum seekers & Afghan parolees Teams of 5–10 church members take over the roles official agencies would normally handle. This decentralizes the pipeline and embeds it inside communities. 5. They push churches to DEFUND ICE Rector Mike Kinman proudly declares: “We are strong advocates for the complete defunding of ICE.” So you have: 📍 a federally connected resettlement contractor 📍 working with the State Department 📍 using a church pulpit to demand the abolition of ICE This isn’t ministry. This is open-borders political warfare. 6. They openly plan to expand “refugee” to include climate & economic migrants When asked what happens to migrants who don’t meet asylum criteria, McNabb says: “We will begin seeing more and more climate refugees… more folks who come for economic reasons. We are preparing for that.” They are planning the next wave, economic & climate migrants, long before Congress approves anything. 7. They reveal the Episcopal Church has a lobbying arm on Capitol Hill They talk about OGR - the Office of Government Relations - their official lobbying office in the “God Box” on Capitol Hill. From the stage they instruct congregants to: 📍 call Congress 📍 pressure senators 📍 demand the Afghan Adjustment Act 📍 expand asylum categories 📍 increase refugee admissions 📍 secure more funding for EMM This is organized political lobbying coordinated from the church pews. 8. They admit they operate 11 affiliate offices nationwide, including in red states When asked about IRIS in Los Angeles, McNabb says: “That’s one of our 11 affiliates.” They place arrivals everywhere: Los Angeles, Seattle, Austin, Miami, and beyond. Red states are the main prize. And their “interfaith” branding? A manipulative façade - a left-wing coalition built to push anti-Western, anti-Christian, and anti-Jewish policy through religious cover. 9. They tell congregations to serve undocumented immigrants, too Kinman boasts All Saints is a “sanctuary church” ready to support: 📍 undocumented immigrants 📍 asylum seekers 📍 Afghan parolees 📍 migrants with “various statuses” This goes far beyond refugees — this is a parallel, extra-legal system. 10. They end by admitting the goal is a permanent, embedded migration infrastructure McNabb says this is just: “the beginning of a relationship.” The goal is permanent community integration — meaning once these pipelines enter your town, they never leave. 🚨 WHY THIS MATTERS, AMERICA This is just ONE of the nine federal contractors. In one hour, at one church, they admitted: ✔ their formal partnership with the U.S. government ✔ the massive scale of Afghan importation ✔ bypassing normal processes through parole ✔ pushing to abolish ICE ✔ expansion to climate & economic migrants ✔ their professional lobbying arm ✔ their nationwide network ✔ their plan for permanent demographic restructuring If this is what they say on camera, imagine what they say off camera. Americans deserve to see this video, understand how this system truly works, and decide whether they consent to having their communities transformed, with their tax dollars, without their input. Any politician - Republican or Democrat - who continues funding this racket, this federally backed demographic-engineering pipeline that European leaders openly describe as human-trafficker behavior — WILL be held accountable. If you fund it, defend it, or stay silent while your voters are kept in the dark, Laura Loomer and I will expose you. And WE will fight with everything we have to make sure you never hold office again. No one is going to fight like Laura and me to protect American communities from turning into mini-Islamic states!

🚨 ALERT AMERICA: HERE IS THE PROOF - ONE OF THE NINE FEDERAL REFUGEE CONTRACTORS ADMITTED THE ENTIRE RESETTLEMENT SCHEME ON CAMERA AMERICA HAS BEEN SOLD OUT! This 2021 video from Episcopal Migration Ministries (EMM), one of the nine federally funded refugee resettlement contractors, is one of the most revealing pieces of footage you will see. They were speaking openly at All Saints Church in Pasadena, assuming no one outside their activist circles was paying attention. But what they admitted is devastating. This wasn’t a sermon or charity. It was a full-blown political strategy briefing, filmed in a church, explaining how the U.S. government and religious NGOs work together to: 📍 dramatically expand resettlement pipelines 📍 pressure Congress to change immigration laws 📍 mobilize churches as pro-immigration activist armies 📍 build permanent support networks for arrivals 📍 redefine “refugee” to include economic & climate migrants 📍 overload the system by design 📍 coordinate lobbying directly with Washington And they said all of it out loud - we are funding our own demise! 1. They admit they are an official U.S. government partner Brother Chris McNabb of EMM states: “EMM is a ministry of the Episcopal Church and one of nine national agencies responsible for resettling refugees in the United States in partnership with the government.” This is not charity. They are federal contractors with a financial quota. More refugees = more money. It’s that simple. This is state-funded demographic policy laundered through churches. 2. They confessed the scale: from 18,000 refugees → to 4,000 Afghans PER WEEK McNabb brags: “In 2020 all nine agencies resettled about 18,000 refugees. We are now resettling 4,000 Afghans a week.” This was a mass importation pipeline, not a humanitarian drip. He openly says they had to “staff up significantly” because the pipeline “exploded overnight.” 3. They admit DHS used “humanitarian parole” to bypass the legal process McNabb explains Afghans were: “Paroled in by the Department of Homeland Security… because they did not have time to wait for the immigration system to operate.” Translation: ➡ Normal vetting was bypassed. ➡ The legal process was circumvented. ➡ Tens of thousands were rushed in without proper screening. Congress still hasn’t adjusted their status, but the arrivals are here permanently. 4. They train congregations to take in asylum seekers and parolees — not just refugees Through the Neighbor to Neighbor program, churches are trained to: 📍 provide physical & emotional support 📍 provide transportation 📍 help navigate legal processes 📍 sponsor asylum seekers & Afghan parolees Teams of 5–10 church members take over the roles official agencies would normally handle. This decentralizes the pipeline and embeds it inside communities. 5. They push churches to DEFUND ICE Rector Mike Kinman proudly declares: “We are strong advocates for the complete defunding of ICE.” So you have: 📍 a federally connected resettlement contractor 📍 working with the State Department 📍 using a church pulpit to demand the abolition of ICE This isn’t ministry. This is open-borders political warfare. 6. They openly plan to expand “refugee” to include climate & economic migrants When asked what happens to migrants who don’t meet asylum criteria, McNabb says: “We will begin seeing more and more climate refugees… more folks who come for economic reasons. We are preparing for that.” They are planning the next wave, economic & climate migrants, long before Congress approves anything. 7. They reveal the Episcopal Church has a lobbying arm on Capitol Hill They talk about OGR - the Office of Government Relations - their official lobbying office in the “God Box” on Capitol Hill. From the stage they instruct congregants to: 📍 call Congress 📍 pressure senators 📍 demand the Afghan Adjustment Act 📍 expand asylum categories 📍 increase refugee admissions 📍 secure more funding for EMM This is organized political lobbying coordinated from the church pews. 8. They admit they operate 11 affiliate offices nationwide, including in red states When asked about IRIS in Los Angeles, McNabb says: “That’s one of our 11 affiliates.” They place arrivals everywhere: Los Angeles, Seattle, Austin, Miami, and beyond. Red states are the main prize. And their “interfaith” branding? A manipulative façade - a left-wing coalition built to push anti-Western, anti-Christian, and anti-Jewish policy through religious cover. 9. They tell congregations to serve undocumented immigrants, too Kinman boasts All Saints is a “sanctuary church” ready to support: 📍 undocumented immigrants 📍 asylum seekers 📍 Afghan parolees 📍 migrants with “various statuses” This goes far beyond refugees — this is a parallel, extra-legal system. 10. They end by admitting the goal is a permanent, embedded migration infrastructure McNabb says this is just: “the beginning of a relationship.” The goal is permanent community integration — meaning once these pipelines enter your town, they never leave. 🚨 WHY THIS MATTERS, AMERICA This is just ONE of the nine federal contractors. In one hour, at one church, they admitted: ✔ their formal partnership with the U.S. government ✔ the massive scale of Afghan importation ✔ bypassing normal processes through parole ✔ pushing to abolish ICE ✔ expansion to climate & economic migrants ✔ their professional lobbying arm ✔ their nationwide network ✔ their plan for permanent demographic restructuring If this is what they say on camera, imagine what they say off camera. Americans deserve to see this video, understand how this system truly works, and decide whether they consent to having their communities transformed, with their tax dollars, without their input. Any politician - Republican or Democrat - who continues funding this racket, this federally backed demographic-engineering pipeline that European leaders openly describe as human-trafficker behavior — WILL be held accountable. If you fund it, defend it, or stay silent while your voters are kept in the dark, Laura Loomer and I will expose you. And WE will fight with everything we have to make sure you never hold office again. No one is going to fight like Laura and me to protect American communities from turning into mini-Islamic states!

Amy Mek

229,978 просмотров • 8 месяцев назад

Agents: Quick thoughts & questions on how they operate, their potential, and their limitations A Few Observations - ▶️"Book me a hotel" or "pull historical financials" are already (mostly) solved problems!! Agents can do a ton of tasks right now—like parsing public company press releases and navigating capture key info & complete bookings accurately. However, for more complex navigation flows, the tech still needs some work - but I'm very confident it’s essentially a solved or solvable challenge. ▶️Accuracy & Speed - The key metrics and agents should optimize for. ▶️Lower Build & Migration Costs It took me two minutes to build a new website (link: This is great for consumers—more choices, lower switching costs. Companies will increasingly compete on the quality of their products and services. ▶️Agents vs. Automation tools: The more I think about it, the more I realize that most “agents” are really just automation tools—kind of like how most robots🤖 are just machines lol ❓A Few Key Questions—Would Love Your Thoughts! ❔Remote Servers & Logins In many cases, we’ll want agents to act on our behalf (e.g., log in to to cancel an order). How will platforms like respond? Many websites may block remote servers for security. Is there a technical workaround? ❔Agent Generalization Do we need to train agents on each environment separately, or can one solution handle multiple sites and systems? This seems similar to RL/post-training challenges in AI research. Example: It's unclear to me whether $Devin was specifically trained on environment? ❔Frontend vs. Backend infra for agents to run on I had doubts about Anthropic's "Computer Use" feature, which seemed to run on the frontend, basically remotely controlling my computer so I couldn’t use it at the same time. This should deliver the highest accuracy, but it’s questionable how practical it really is. (Ref: It seems def possible for agents to work quietly “in the background” (like Devin) rather than remotely controlling a user’s PC, but how much accuracy are we sacrificing? A few $Devin test cases that got me thinking: 1⃣Pulling $META's MAU and DAU (1Q21–3Q24) into Excel (video attached) Took Devin 11min - it sent me back an Excel with 100% accurate data. This case was pretty tricky because $Meta changed disclosures and stopped reporting MAU/DAU after 4Q23. Devin didn’t hallucinate data for post-4Q23—it simply didn’t provide it! It really shocked me to see $Devin navigating $Meta's investor relations site (I didn't tell it to find the numbers there), opening each quarterly earnings report, and extracting MAU/DAU like a diligent intern. -> This confirms $Devin (and similar agents) can already accurately “read” screens. 2⃣Booking Hotel (video attached) Devin took 5 minutes to book the InterContinental NYC on after asking for my credentials. From $Devin's workspace, I could see it filling in the correct fields and making the right selections—fast and accurate overall. Interestingly, $Devin didn’t supply all the required information on the first attempt and got some error messages, then retried until it succeeded. It’s unclear whether Devin had been specifically trained on interface or simply learned to adapt on the fly. 3⃣Canceling the Booking This part was even more interesting. While booking didn’t require me to log in, canceling did—so $Devin had to access my (likely via a remote server) account using my Gmail credentials. It successfully canceled the reservation. I wonder how websites will handle future “remote” logins. Notably, Google blocked $Devin’s direct attempts to log in to Gmail when I specifically requested it. 4⃣Booking from Official Hotel Sites I asked Devin to book InterContinental NYC and Four Seasons Boston via their official websites. It made progress but encountered technical hiccups when trying to select the check-in/check-out dates. Insights from Scott Wu on Invest Like the Best: 1/ Self-Driving Cars as the First “Real Agents” Driving requires near-perfect accuracy (99.999%), making it much more demanding than digital or coding agents, which can tolerate more errors. Scott compares $Devin to circa 2014—already good enough to save 90% of your effort, but still short of flawless. 2/ Impact on Collaboration Platforms Tools like Slack and GitLab are likely to see major changes as agents begin to interact with and utilize them along with humans. 2025 should be all about agents - both the disruptors and those they disrupt!

Agents: Quick thoughts & questions on how they operate, their potential, and their limitations A Few Observations - ▶️"Book me a hotel" or "pull historical financials" are already (mostly) solved problems!! Agents can do a ton of tasks right now—like parsing public company press releases and navigating capture key info & complete bookings accurately. However, for more complex navigation flows, the tech still needs some work - but I'm very confident it’s essentially a solved or solvable challenge. ▶️Accuracy & Speed - The key metrics and agents should optimize for. ▶️Lower Build & Migration Costs It took me two minutes to build a new website (link: This is great for consumers—more choices, lower switching costs. Companies will increasingly compete on the quality of their products and services. ▶️Agents vs. Automation tools: The more I think about it, the more I realize that most “agents” are really just automation tools—kind of like how most robots🤖 are just machines lol ❓A Few Key Questions—Would Love Your Thoughts! ❔Remote Servers & Logins In many cases, we’ll want agents to act on our behalf (e.g., log in to to cancel an order). How will platforms like respond? Many websites may block remote servers for security. Is there a technical workaround? ❔Agent Generalization Do we need to train agents on each environment separately, or can one solution handle multiple sites and systems? This seems similar to RL/post-training challenges in AI research. Example: It's unclear to me whether $Devin was specifically trained on environment? ❔Frontend vs. Backend infra for agents to run on I had doubts about Anthropic's "Computer Use" feature, which seemed to run on the frontend, basically remotely controlling my computer so I couldn’t use it at the same time. This should deliver the highest accuracy, but it’s questionable how practical it really is. (Ref: It seems def possible for agents to work quietly “in the background” (like Devin) rather than remotely controlling a user’s PC, but how much accuracy are we sacrificing? A few $Devin test cases that got me thinking: 1⃣Pulling $META's MAU and DAU (1Q21–3Q24) into Excel (video attached) Took Devin 11min - it sent me back an Excel with 100% accurate data. This case was pretty tricky because $Meta changed disclosures and stopped reporting MAU/DAU after 4Q23. Devin didn’t hallucinate data for post-4Q23—it simply didn’t provide it! It really shocked me to see $Devin navigating $Meta's investor relations site (I didn't tell it to find the numbers there), opening each quarterly earnings report, and extracting MAU/DAU like a diligent intern. -> This confirms $Devin (and similar agents) can already accurately “read” screens. 2⃣Booking Hotel (video attached) Devin took 5 minutes to book the InterContinental NYC on after asking for my credentials. From $Devin's workspace, I could see it filling in the correct fields and making the right selections—fast and accurate overall. Interestingly, $Devin didn’t supply all the required information on the first attempt and got some error messages, then retried until it succeeded. It’s unclear whether Devin had been specifically trained on interface or simply learned to adapt on the fly. 3⃣Canceling the Booking This part was even more interesting. While booking didn’t require me to log in, canceling did—so $Devin had to access my (likely via a remote server) account using my Gmail credentials. It successfully canceled the reservation. I wonder how websites will handle future “remote” logins. Notably, Google blocked $Devin’s direct attempts to log in to Gmail when I specifically requested it. 4⃣Booking from Official Hotel Sites I asked Devin to book InterContinental NYC and Four Seasons Boston via their official websites. It made progress but encountered technical hiccups when trying to select the check-in/check-out dates. Insights from Scott Wu on Invest Like the Best: 1/ Self-Driving Cars as the First “Real Agents” Driving requires near-perfect accuracy (99.999%), making it much more demanding than digital or coding agents, which can tolerate more errors. Scott compares $Devin to circa 2014—already good enough to save 90% of your effort, but still short of flawless. 2/ Impact on Collaboration Platforms Tools like Slack and GitLab are likely to see major changes as agents begin to interact with and utilize them along with humans. 2025 should be all about agents - both the disruptors and those they disrupt!

Freda Duan

48,850 просмотров • 1 год назад

The more you see Nigeria, the less any of it makes sense. There was a time when honesty & honor meant something, that country is long gone, but we can dream again. Nigerians are incarcerated. In prison, people gravitate toward the person that people have the most respect for. You cultivate friendships that will protect you. That is the case in Nigeria, everyone is looking for sanctuary. But the good thing about miracles is that they do happen. One day, Nigerians will finally get the focused leadership they deserve. People love a good story, & everyone is looking for heroes, someone to believe in. I got too much experience with pain. The last election was a battle, & I was deeply attached. I am proud that I was part of it. It changed me though. Nigeria can make you feel so big, yet so small. Your country has changed, & generally for the worse. But I will continue to fight for all the good stuff. I don’t think the Agbados are humans, no one made a medical examination. They are like hyenas in the wild, hyenas have this characteristic foolishness that slap. "The first method for estimating the intelligence of a ruler is to look at the men he has around him." Niccolo Machiavelli told me this..” They will pay one of us to kill one of us, just to say it was one of us." Malcolm X was the little bird. Nothing was ever handed to people on a platter. You have to reach out & grab it. The French did, Russians did. Germans, the Chinese, Austro-Hungarians, the Serbs. All around the world, the proletariat rose from the ashes to demand for their rights. People grew tired of the system & they acted with one voice. Fear makes bad decisions, stick to the plan. And when they come for you, fight back. Cowering makes it even worse. Know that no one is coming to save you. Only Nigerians will love Nigeria enough to save it. As for Peter Obi, he gave Nigerians a reason to smile & be beautiful again. He’s got his own sound, there is a ring to it. Obi is our fiduciary, more like a father. We are the legatees of his great promise. When you promise to take care of someone, you become their father. But it's not easy to repeat success. 2023 was great, but winning was better. That year was WOW! A gastronomic extravaganza. The triumph of good over evil. We were tired of waiting at the table, so we built our own. What a way to make a name for ourselves. Now our courage is around back, we have to get it back. The other camp act like A students, but a lot can happen in 2027. Between the A & E students, the most dangerous are the B. Near to greatness, but not enough great to reach it. Destined to be number two. But A students become comfortable, they relax. Pride is their first sin. That election is still fresh on our mind. There was this loud triumphal tone to it. A sort of trumpety-relentlessness & surging-uplifting energy, you could almost feel the echo. We’ve played the heroes for so long, sometimes we forget we are kids. We are the true definition of Nigerian heroes. We sipped into the consciousness of everyone who dared to listen. We know how to conjure up & orchestrate heroic melodies. Our music is young, we somehow know how to put it together. We burst into the scene & everything changed. Suddenly, everyone was listening to our sound. Nigerians started to notice us in 2022. We took an already existing camaraderie & sort of reconfigured it to our style. Our melody was subtle yet loud, it’s heard to this day even. We are creating the vibes that have the touch of patriotism & heroism. Our motifs are very evocative & sublime, in a very moody way. And that is the versatility of our movement. The ability to take on anything & weave it into something larger than it appears. Obidients are like lilies. “A flower may die, the best of bloom in the meadows may be no more. But although dirt is thrown at them & water falls on them, still they rise beautifully & defiant with bright colors to dazzle your dreams.” A New Nigeria is POsssible. 😭💪

The more you see Nigeria, the less any of it makes sense. There was a time when honesty & honor meant something, that country is long gone, but we can dream again. Nigerians are incarcerated. In prison, people gravitate toward the person that people have the most respect for. You cultivate friendships that will protect you. That is the case in Nigeria, everyone is looking for sanctuary. But the good thing about miracles is that they do happen. One day, Nigerians will finally get the focused leadership they deserve. People love a good story, & everyone is looking for heroes, someone to believe in. I got too much experience with pain. The last election was a battle, & I was deeply attached. I am proud that I was part of it. It changed me though. Nigeria can make you feel so big, yet so small. Your country has changed, & generally for the worse. But I will continue to fight for all the good stuff. I don’t think the Agbados are humans, no one made a medical examination. They are like hyenas in the wild, hyenas have this characteristic foolishness that slap. "The first method for estimating the intelligence of a ruler is to look at the men he has around him." Niccolo Machiavelli told me this..” They will pay one of us to kill one of us, just to say it was one of us." Malcolm X was the little bird. Nothing was ever handed to people on a platter. You have to reach out & grab it. The French did, Russians did. Germans, the Chinese, Austro-Hungarians, the Serbs. All around the world, the proletariat rose from the ashes to demand for their rights. People grew tired of the system & they acted with one voice. Fear makes bad decisions, stick to the plan. And when they come for you, fight back. Cowering makes it even worse. Know that no one is coming to save you. Only Nigerians will love Nigeria enough to save it. As for Peter Obi, he gave Nigerians a reason to smile & be beautiful again. He’s got his own sound, there is a ring to it. Obi is our fiduciary, more like a father. We are the legatees of his great promise. When you promise to take care of someone, you become their father. But it's not easy to repeat success. 2023 was great, but winning was better. That year was WOW! A gastronomic extravaganza. The triumph of good over evil. We were tired of waiting at the table, so we built our own. What a way to make a name for ourselves. Now our courage is around back, we have to get it back. The other camp act like A students, but a lot can happen in 2027. Between the A & E students, the most dangerous are the B. Near to greatness, but not enough great to reach it. Destined to be number two. But A students become comfortable, they relax. Pride is their first sin. That election is still fresh on our mind. There was this loud triumphal tone to it. A sort of trumpety-relentlessness & surging-uplifting energy, you could almost feel the echo. We’ve played the heroes for so long, sometimes we forget we are kids. We are the true definition of Nigerian heroes. We sipped into the consciousness of everyone who dared to listen. We know how to conjure up & orchestrate heroic melodies. Our music is young, we somehow know how to put it together. We burst into the scene & everything changed. Suddenly, everyone was listening to our sound. Nigerians started to notice us in 2022. We took an already existing camaraderie & sort of reconfigured it to our style. Our melody was subtle yet loud, it’s heard to this day even. We are creating the vibes that have the touch of patriotism & heroism. Our motifs are very evocative & sublime, in a very moody way. And that is the versatility of our movement. The ability to take on anything & weave it into something larger than it appears. Obidients are like lilies. “A flower may die, the best of bloom in the meadows may be no more. But although dirt is thrown at them & water falls on them, still they rise beautifully & defiant with bright colors to dazzle your dreams.” A New Nigeria is POsssible. 😭💪

NEFERTITI

18,272 просмотров • 1 год назад

I've never heard Elon Musk be so bullish on Tesla ⚡️ here's my video analysis of the $TSLA Q4 2024 earnings call: -Robotaxi launch in Austin, June 2025 -California & other states launch robotaxi late 2025 -Cybercab in 2026 -Optimus V1 in 2025, 1K/month production line -Optimus V2 in 2026, 10K/month production line -2026 good year for Tesla, 2027/28 insanely good & more!! Timestamps- 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant also here are my notes I typed during the conference call if you're interested! (may be errors) Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them SAY QUESTIONS -FSD Unsupervised launched in California this year as well -most likely release it in many regions of the US by the end of this year -40K people day everyday no mention, some scrapes a shin with autonomous car its headlines news -need to use insane amounts of caution -discussions about licensing FSD? Yes -best way to know to work with us, bbuy a car and take it apart -only worth very high volume cars/production partners -tesla engineering very focused on getting it to roll out for tesla first -soon will be obvious that if you don’t have FSD you’re dead as an OEM -is Optimus design locked? -Optimus is not design locked, constantly iterating, best robotics engineers in the world, and other ingredients, battery pack, charging, great electronics, great communications, great connectivity, real world AI, then you need to scale that production to real world levels -prototypes are easy production is hard -thijs year close loop with using optimus internally at tesla, would could obviously use a few thousand robots for the most boring annoying tasks at the company -with production version 2, launches sometime next year, would like beginning, might be middle though, -production line will be doing 10K units per month capacity for v2, first line designing is for roughly 1,000 units per month, then next line will be for 100,000 units per month -could start delivering them late next year, will go so fast, will ramp like crazy, demand will not be a problem, even at a high price, once were above 1M units per year, production costs of optimus will be less than $20,000 -if you compare complexity of optimus to complexity of a car, its much less than a car -price of optimus will be set buy market demand -Semi ramping next year, TCO no brainer, like optimus, will be massive demand, will meaningfully contribute to tesla’s revenue at scale -tesla semi with autonomy, is incredibly valuable -we actually have a shortage of truck drivers here in the US -will HW3 owners need a hardware update, got 12.6 which is like a baby v13, have’t given up on it, releases will trail HW4 releases … “honest answer” is were going to have to upgrade for those who have bought full self driving, will be painful and difficult and we’ll get it done “Happy not many people bought FSD” -solar roof, given up on ramping it? -lots of customer interest despite premium, making easier to install, focused on growth through certified installers, many been installing for many years -supply product to the roofing industry -it’s a premium product like S/X -combined with Tesla powerwall you can be self sufficient for several days ANALYST QUETIONS -robotaxis in Austin and several other cities this year, and next year all over america -america innovates, europe regulates, to release FSD in europe, have to go through massive paperwork through netherlands, then presents to EU in may, some big country committee, nothing we can do to make it happen sooner. -can’t do training in china with video training, publicly available videos in china are being run through the tesla system to be used for training, bus lanes are complicated and a big challenge -tesla can keep manufacturing even if geopolitical tensions rise to very high levels -Pierre question on June in Austin, -can i try unsupervised myself, or will it be the Tesla fleet? -it will be the Tesla fleet testing it, that’s the toe in the water, scrutinizing everything -autonomous ride hailing for money in june -probably next year for you to put your car on network -trump removing EV incentives? -all transport will go electric, can’t be stopped, even planes, will be like stopping the steam engine or combustion engine -only thing holding back EVs was range, and thats a solved problem -right now solving battery production, not demand, big battery retooling for model y coming up, short term impact on output

I've never heard Elon Musk be so bullish on Tesla ⚡️ here's my video analysis of the $TSLA Q4 2024 earnings call: -Robotaxi launch in Austin, June 2025 -California & other states launch robotaxi late 2025 -Cybercab in 2026 -Optimus V1 in 2025, 1K/month production line -Optimus V2 in 2026, 10K/month production line -2026 good year for Tesla, 2027/28 insanely good & more!! Timestamps- 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant also here are my notes I typed during the conference call if you're interested! (may be errors) Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them SAY QUESTIONS -FSD Unsupervised launched in California this year as well -most likely release it in many regions of the US by the end of this year -40K people day everyday no mention, some scrapes a shin with autonomous car its headlines news -need to use insane amounts of caution -discussions about licensing FSD? Yes -best way to know to work with us, bbuy a car and take it apart -only worth very high volume cars/production partners -tesla engineering very focused on getting it to roll out for tesla first -soon will be obvious that if you don’t have FSD you’re dead as an OEM -is Optimus design locked? -Optimus is not design locked, constantly iterating, best robotics engineers in the world, and other ingredients, battery pack, charging, great electronics, great communications, great connectivity, real world AI, then you need to scale that production to real world levels -prototypes are easy production is hard -thijs year close loop with using optimus internally at tesla, would could obviously use a few thousand robots for the most boring annoying tasks at the company -with production version 2, launches sometime next year, would like beginning, might be middle though, -production line will be doing 10K units per month capacity for v2, first line designing is for roughly 1,000 units per month, then next line will be for 100,000 units per month -could start delivering them late next year, will go so fast, will ramp like crazy, demand will not be a problem, even at a high price, once were above 1M units per year, production costs of optimus will be less than $20,000 -if you compare complexity of optimus to complexity of a car, its much less than a car -price of optimus will be set buy market demand -Semi ramping next year, TCO no brainer, like optimus, will be massive demand, will meaningfully contribute to tesla’s revenue at scale -tesla semi with autonomy, is incredibly valuable -we actually have a shortage of truck drivers here in the US -will HW3 owners need a hardware update, got 12.6 which is like a baby v13, have’t given up on it, releases will trail HW4 releases … “honest answer” is were going to have to upgrade for those who have bought full self driving, will be painful and difficult and we’ll get it done “Happy not many people bought FSD” -solar roof, given up on ramping it? -lots of customer interest despite premium, making easier to install, focused on growth through certified installers, many been installing for many years -supply product to the roofing industry -it’s a premium product like S/X -combined with Tesla powerwall you can be self sufficient for several days ANALYST QUETIONS -robotaxis in Austin and several other cities this year, and next year all over america -america innovates, europe regulates, to release FSD in europe, have to go through massive paperwork through netherlands, then presents to EU in may, some big country committee, nothing we can do to make it happen sooner. -can’t do training in china with video training, publicly available videos in china are being run through the tesla system to be used for training, bus lanes are complicated and a big challenge -tesla can keep manufacturing even if geopolitical tensions rise to very high levels -Pierre question on June in Austin, -can i try unsupervised myself, or will it be the Tesla fleet? -it will be the Tesla fleet testing it, that’s the toe in the water, scrutinizing everything -autonomous ride hailing for money in june -probably next year for you to put your car on network -trump removing EV incentives? -all transport will go electric, can’t be stopped, even planes, will be like stopping the steam engine or combustion engine -only thing holding back EVs was range, and thats a solved problem -right now solving battery production, not demand, big battery retooling for model y coming up, short term impact on output

Gali

79,010 просмотров • 1 год назад

BREAKING: Mark Carney tried to trick Rebel News — but we caught him and he backed down! I’ve got amazing news. It started out as terrible news. And the moral of the story here is: never trust a Liberal. Here’s the story: Remember back in 2019, when Trudeau’s hand-picked debates commission banned Rebel News and True North from sending reporters to the election debates? We went to court for an emergency hearing, and the judge said Trudeau had violated our constitutional rights, and ordered him to let us in. Trudeau’s staff spent the next two years studying that court ruling, scheming up new ways to get around it, to ban our reporters from the 2021 election debates. So we had to go back to court — and this time, it was just us. But a judge once again sided with us, and ordered Trudeau’s people to let us in. So here’s where the story gets crazy. It’s 2025 now. There’s another election. But Mark Carney is the PM, not Trudeau. And this time, when we applied for accreditation, they said we were welcome to attend! In fact, they said we could send as many reporters as we liked. Sixteen of us applied, and 16 of us were accredited. I knew that was a trick. I knew they were lying. And it proves my point about Mark Carney — he’s Trudeau 2.0. Just as evil, but smarter and harder-working. I knew there was something going on that they were hiding from us. So we had our lawyer Chad Williamson press them on it. Chad is the same lawyer who beat the debates commission in court in 2021. So Chad started interrogating them in a series of letters. And slowly but surely, he discovered their plan to block us. Carney’s debate commission said all 16 of us could attend. But they finally confessed their trick to Chad: only one of us would be allowed to ask questions. The other 15 would have to sit in silence. It was a new rule they made up. It was a secret rule. That applied only to Rebel News. And if we didn’t hire Chad to interrogate them, we would have walked into a trap — and by the time we realized it, it would have been too late to rush to court! They planned to keep it all a secret until we showed up. I know you might think I’m exaggerating. I’m not. Sixteen Rebels were allowed to attend. But 15 of us couldn’t ask any questions at the press conference. They said the rule was just one reporter per news company. But we know that’s a lie. The CBC has several reporters for English Canada. And they have several reporters for Quebec. Newspapers have multiple reporters too — for example, Postmedia is one company, but it is permitted to bring reporters for each of its newspapers, for example, the National Post and the Ottawa Citizen and the Calgary Herald. We pointed this out, and so the debates commission changed the rules again. They said the CBC was allowed multiple questions because they had different reporters in French and English. Well so do we — including our star Quebec reporter, Alexa Lavoie! They said that Postmedia was allowed multiple reporters because they covered different regions. Well, so do we. Drea Humphrey is in B.C., Sheila Gunn Reid is in Alberta, David Menzies is in Ontario, Alexa’s in Quebec and I’m always running around somewhere. Do you see what I mean? They were making it up on the go — special, secret rules just for us. They tried to trick us into NOT suing them, so that by the time we discovered this, there would be nothing we could do about it. But we found them out. And just a few days ago, we told them we were done negotiating, and they should get their lawyers ready, because we were going back to court for a third time, for an emergency injunction. Chad went back and forth with them NINE TIMES. You really have to read all nine letters. They knew we weren’t going to stop fighting. And that’s when Carney’s staff blinked. They let us in. They knew that if we took them to court for a third time, and if their tricky rules were shown to the Federal Court of Canada, they would lose for a third time. So Carney’s people blinked. They wrote back to us, at the last minute, calling off our lawsuit, by agreeing to allow not one, not two, not three, not four, but five Rebels to ask questions — and for each of us to have cameramen, too. Granted, it’s not the full 16 we asked for, but it still makes us the largest group of question-askers at the debates. Like I say: amazing news. But it started off as terrible news. There’s a moral to the story here. Number one: never trust a Liberal — especially Mark Carney. Number two: always fight for your rights. Sometimes the other side is more scared of you than you are of them. I think our lawyer Chad scared Carney’s lawyers. Number three: be sure to tune in to the leaders' debates, both the French one tomorrow night, and the English one, Thursday night. Because we’ll be at both — because it’s the question and answer scrum at the end that we’re interested in. Number four is where you come in. We told Chad to start preparing the lawsuit last week, and he put his full team on it. We truly thought we were going to court. Only when we had the written letter of surrender from Carney’s people did we stop the lawsuit. But between the lawsuit preparations and the negotiations, we racked up $9,000 in legal bills. That’s in addition to the costs of getting our whole team out there: Drea from B.C., Sheila from Alberta, etc. We’re all going to stay in an Airbnb together, to save money — oh, and we’re also bringing the billboard truck! It’s going to be huge. We really are going to make it our debate. And that’s only possible because of my last point — we have you to help us level the playing field. Our ability to attend the debates, and ask the questions you care about, rather than what the regime media like the CBC cares about, is only possible due to your generosity — to help us pay for our lawyers, not just this time, but the huge court victories in 2019 and 2021 that put us in a strong position this year. It’s insane that it has fallen to us, and the mainstream media hasn’t even mentioned these outrageous attempts at censorship. But then again, they don’t want Rebel News in there either, do they? Between Chad’s legal wrangling, the half-drafted lawsuit, our travel costs and our Airbnb, I estimate that we need $12,000 to cover our debate costs. Could I ask you for a personal favour to chip in? It was a David vs. Goliath battle just to get in. And once we’re in, it will be a David vs. Goliath battle to push aside the regime media types who will try to block us from getting to the microphones. And then it will be a third David vs. Goliath battle to actually put questions to Mark Carney and Jagmeet Singh and Pierre Poilievre, too. Rebel News and one other independent media outlet were both in court back in 2019 fighting the debates commission. By 2021, it was just us by ourselves — but our victory allowed all other independent media to attend. And our victory this time, too, will redound to the benefit of everyone. In other words, Rebel News fights for our reporters, and our viewers, but the benefits of our fights and the precedents we set benefit every journalist in the country, whether they admit it or not. REPORT by Ezra Levant 🍁🚛:

BREAKING: Mark Carney tried to trick Rebel News — but we caught him and he backed down! I’ve got amazing news. It started out as terrible news. And the moral of the story here is: never trust a Liberal. Here’s the story: Remember back in 2019, when Trudeau’s hand-picked debates commission banned Rebel News and True North from sending reporters to the election debates? We went to court for an emergency hearing, and the judge said Trudeau had violated our constitutional rights, and ordered him to let us in. Trudeau’s staff spent the next two years studying that court ruling, scheming up new ways to get around it, to ban our reporters from the 2021 election debates. So we had to go back to court — and this time, it was just us. But a judge once again sided with us, and ordered Trudeau’s people to let us in. So here’s where the story gets crazy. It’s 2025 now. There’s another election. But Mark Carney is the PM, not Trudeau. And this time, when we applied for accreditation, they said we were welcome to attend! In fact, they said we could send as many reporters as we liked. Sixteen of us applied, and 16 of us were accredited. I knew that was a trick. I knew they were lying. And it proves my point about Mark Carney — he’s Trudeau 2.0. Just as evil, but smarter and harder-working. I knew there was something going on that they were hiding from us. So we had our lawyer Chad Williamson press them on it. Chad is the same lawyer who beat the debates commission in court in 2021. So Chad started interrogating them in a series of letters. And slowly but surely, he discovered their plan to block us. Carney’s debate commission said all 16 of us could attend. But they finally confessed their trick to Chad: only one of us would be allowed to ask questions. The other 15 would have to sit in silence. It was a new rule they made up. It was a secret rule. That applied only to Rebel News. And if we didn’t hire Chad to interrogate them, we would have walked into a trap — and by the time we realized it, it would have been too late to rush to court! They planned to keep it all a secret until we showed up. I know you might think I’m exaggerating. I’m not. Sixteen Rebels were allowed to attend. But 15 of us couldn’t ask any questions at the press conference. They said the rule was just one reporter per news company. But we know that’s a lie. The CBC has several reporters for English Canada. And they have several reporters for Quebec. Newspapers have multiple reporters too — for example, Postmedia is one company, but it is permitted to bring reporters for each of its newspapers, for example, the National Post and the Ottawa Citizen and the Calgary Herald. We pointed this out, and so the debates commission changed the rules again. They said the CBC was allowed multiple questions because they had different reporters in French and English. Well so do we — including our star Quebec reporter, Alexa Lavoie! They said that Postmedia was allowed multiple reporters because they covered different regions. Well, so do we. Drea Humphrey is in B.C., Sheila Gunn Reid is in Alberta, David Menzies is in Ontario, Alexa’s in Quebec and I’m always running around somewhere. Do you see what I mean? They were making it up on the go — special, secret rules just for us. They tried to trick us into NOT suing them, so that by the time we discovered this, there would be nothing we could do about it. But we found them out. And just a few days ago, we told them we were done negotiating, and they should get their lawyers ready, because we were going back to court for a third time, for an emergency injunction. Chad went back and forth with them NINE TIMES. You really have to read all nine letters. They knew we weren’t going to stop fighting. And that’s when Carney’s staff blinked. They let us in. They knew that if we took them to court for a third time, and if their tricky rules were shown to the Federal Court of Canada, they would lose for a third time. So Carney’s people blinked. They wrote back to us, at the last minute, calling off our lawsuit, by agreeing to allow not one, not two, not three, not four, but five Rebels to ask questions — and for each of us to have cameramen, too. Granted, it’s not the full 16 we asked for, but it still makes us the largest group of question-askers at the debates. Like I say: amazing news. But it started off as terrible news. There’s a moral to the story here. Number one: never trust a Liberal — especially Mark Carney. Number two: always fight for your rights. Sometimes the other side is more scared of you than you are of them. I think our lawyer Chad scared Carney’s lawyers. Number three: be sure to tune in to the leaders' debates, both the French one tomorrow night, and the English one, Thursday night. Because we’ll be at both — because it’s the question and answer scrum at the end that we’re interested in. Number four is where you come in. We told Chad to start preparing the lawsuit last week, and he put his full team on it. We truly thought we were going to court. Only when we had the written letter of surrender from Carney’s people did we stop the lawsuit. But between the lawsuit preparations and the negotiations, we racked up $9,000 in legal bills. That’s in addition to the costs of getting our whole team out there: Drea from B.C., Sheila from Alberta, etc. We’re all going to stay in an Airbnb together, to save money — oh, and we’re also bringing the billboard truck! It’s going to be huge. We really are going to make it our debate. And that’s only possible because of my last point — we have you to help us level the playing field. Our ability to attend the debates, and ask the questions you care about, rather than what the regime media like the CBC cares about, is only possible due to your generosity — to help us pay for our lawyers, not just this time, but the huge court victories in 2019 and 2021 that put us in a strong position this year. It’s insane that it has fallen to us, and the mainstream media hasn’t even mentioned these outrageous attempts at censorship. But then again, they don’t want Rebel News in there either, do they? Between Chad’s legal wrangling, the half-drafted lawsuit, our travel costs and our Airbnb, I estimate that we need $12,000 to cover our debate costs. Could I ask you for a personal favour to chip in? It was a David vs. Goliath battle just to get in. And once we’re in, it will be a David vs. Goliath battle to push aside the regime media types who will try to block us from getting to the microphones. And then it will be a third David vs. Goliath battle to actually put questions to Mark Carney and Jagmeet Singh and Pierre Poilievre, too. Rebel News and one other independent media outlet were both in court back in 2019 fighting the debates commission. By 2021, it was just us by ourselves — but our victory allowed all other independent media to attend. And our victory this time, too, will redound to the benefit of everyone. In other words, Rebel News fights for our reporters, and our viewers, but the benefits of our fights and the precedents we set benefit every journalist in the country, whether they admit it or not. REPORT by Ezra Levant 🍁🚛:

Rebel News

96,962 просмотров • 1 год назад

‼️🚨🔵 PRESSER 🔵🚨‼️ 🎙 Liam Rosenior’s Full Post-Arsenal Press Conference 🌀 Liam Rosenior on the game plan ⚙️ “We’ve had a lot to contend with in the last couple of days — a couple of fitness tests this morning. Our schedule has been incredible, so for the players to put in that energy, fight and spirit was pleasing. We got into the final third, but we didn’t have enough quality moments and didn’t take advantage.” 🌀 Liam Rosenior on James & Neto 🚑 “Pedro and Reece both had small knocks and were in too much pain to be involved tonight.” 🌀 Liam Rosenior on Estevão & Cole Palmer 🧠❤️ “For Estevão to go through what he has at 18 years old says everything about the character I want in this team. With Cole, we have to take care of him and make sure he’s right for the whole season.” 🌀 Liam Rosenior on the defeat 😔 “I’m extremely disappointed every time we lose. There were aspects of the game I was happy with, but you could see how devastated the lads were — we genuinely believed we could turn it around. There were moments there for us. I’m hurting, but we have to move on.” 🌀 Liam Rosenior on how the game unfolded 🔄 “You can come away from home, press high and go 2–0 down. I brought Cole and Estevão on around 60 minutes and the game opened up. There was a feeling in the stadium that the tie could turn, but it didn’t happen. Their goal ultimately comes when we were throwing the kitchen sink at it.” 🌀 Liam Rosenior on injuries affecting the setup 🧩 “The availability of your players always affects the system. Against West Ham we ran until the 97th minute trying to come back from 2–0 down, then the emotions from Napoli — all of that has to be taken into account.” 🌀 Liam Rosenior on pundit criticism 🎙️ “I’ve been a pundit — it’s easy in hindsight. If I go and attack the game and press really high, people will ask what I’m doing.” 🌀 Liam Rosenior on reacting to setbacks 🔥 “Losing is not what we wanted. We’ve played eight games in less than a month since I came in. The learning, spirit, togetherness and fight are there. Now I need to see what we look like after a setback. We’ve got a difficult game at Wolves and we’ll learn more about ourselves.” 🌀 Liam Rosenior on the overall performance 👏 “We can’t talk about how well the game plan went because the result didn’t go our way. But not many teams come here and put in the performance we did tonight.” #CFC | #Chelsea | #CarabaoCup | #Interviews 📲 CFC_ChelseaFC via Telegram 🎥 Beanyman sports via YouTube

‼️🚨🔵 PRESSER 🔵🚨‼️ 🎙 Liam Rosenior’s Full Post-Arsenal Press Conference 🌀 Liam Rosenior on the game plan ⚙️ “We’ve had a lot to contend with in the last couple of days — a couple of fitness tests this morning. Our schedule has been incredible, so for the players to put in that energy, fight and spirit was pleasing. We got into the final third, but we didn’t have enough quality moments and didn’t take advantage.” 🌀 Liam Rosenior on James & Neto 🚑 “Pedro and Reece both had small knocks and were in too much pain to be involved tonight.” 🌀 Liam Rosenior on Estevão & Cole Palmer 🧠❤️ “For Estevão to go through what he has at 18 years old says everything about the character I want in this team. With Cole, we have to take care of him and make sure he’s right for the whole season.” 🌀 Liam Rosenior on the defeat 😔 “I’m extremely disappointed every time we lose. There were aspects of the game I was happy with, but you could see how devastated the lads were — we genuinely believed we could turn it around. There were moments there for us. I’m hurting, but we have to move on.” 🌀 Liam Rosenior on how the game unfolded 🔄 “You can come away from home, press high and go 2–0 down. I brought Cole and Estevão on around 60 minutes and the game opened up. There was a feeling in the stadium that the tie could turn, but it didn’t happen. Their goal ultimately comes when we were throwing the kitchen sink at it.” 🌀 Liam Rosenior on injuries affecting the setup 🧩 “The availability of your players always affects the system. Against West Ham we ran until the 97th minute trying to come back from 2–0 down, then the emotions from Napoli — all of that has to be taken into account.” 🌀 Liam Rosenior on pundit criticism 🎙️ “I’ve been a pundit — it’s easy in hindsight. If I go and attack the game and press really high, people will ask what I’m doing.” 🌀 Liam Rosenior on reacting to setbacks 🔥 “Losing is not what we wanted. We’ve played eight games in less than a month since I came in. The learning, spirit, togetherness and fight are there. Now I need to see what we look like after a setback. We’ve got a difficult game at Wolves and we’ll learn more about ourselves.” 🌀 Liam Rosenior on the overall performance 👏 “We can’t talk about how well the game plan went because the result didn’t go our way. But not many teams come here and put in the performance we did tonight.” #CFC | #Chelsea | #CarabaoCup | #Interviews 📲 CFC_ChelseaFC via Telegram 🎥 Beanyman sports via YouTube

Miki Djan

44,375 просмотров • 6 месяцев назад

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

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

Himanshu Kumar

39,379 просмотров • 4 месяцев назад

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!

Mike

102,223 просмотров • 7 месяцев назад