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🤖 LingBot-VLA 2.0 is now open-source — our next-gen embodied foundation model. 🔷 60,000 hours of high-quality pretraining data — combining curated robotic demonstrations and egocentric human operation videos 🔷 20 robot configurations across 17 brands — Astribot, Leju, Unitree, Franka, Fourier, Realman, and more 🔷 Whole-body DoF: heads,...

731,406 görüntüleme • 1 ay önce •via X (Twitter)

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X-Humanoid just officially dropped Embodied Tien Kung 3.0, A universal platform designed to be way more open and developer-friendly. 🤖 Built on their Wise Kaiwu AI platform, this next-gen humanoid is all about slashing development costs. It’s a fully interoperable ecosystem that supports everything from tactile interaction to high-dynamic motion control at a full humanoid scale. ➤ Radical Openness: X-Humanoid is open-sourcing the full stack—robot body, motion control, VLM/VLA models, and the RoboMIND dataset. It fully supports ROS2, MQTT, and TCP/IP, so developers can customize use cases without re-engineering the basics. ➤ High-Performance Hardware: With high-torque integrated joints, Tien Kung 3.0 can clear 1-meter (3.3ft) obstacles and handle dexterous moves like kneeling and bending. It hits millimeter-level precision, making it a solid fit for industrial-grade tasks. ➤ True Autonomy: The bot runs a continuous perception-decision-execution loop. It uses world models to break down complex language commands and VLA models for real-time obstacle avoidance and navigation. ➤ Scalable Collaboration: The platform moves beyond single-unit tasks to support multi-robot collaboration with autonomous scheduling. It’s built to move embodied AI from the lab straight into real-world commercial and industrial environments. Source: X-Humanoid #Humanoid #OpenSource #Robotics #EmbodiedAI #PhysicalAI #Automation #XHumanoid #TienKung #WiseKaiwu

RoboHub🤖

49,440 görüntüleme • 6 ay önce

Announcing DreamDojo: our open-source, interactive world model that takes robot motor controls and generates the future in pixels. No engine, no meshes, no hand-authored dynamics. It's Simulation 2.0. Time for robotics to take the bitter lesson pill. Real-world robot learning is bottlenecked by time, wear, safety, and resets. If we want Physical AI to move at pretraining speed, we need a simulator that adapts to pretraining scale with as little human engineering as possible. Our key insights: (1) human egocentric videos are a scalable source of first-person physics; (2) latent actions make them "robot-readable" across different hardware; (3) real-time inference unlocks live teleop, policy eval, and test-time planning *inside* a dream. We pre-train on 44K hours of human videos: cheap, abundant, and collected with zero robot-in-the-loop. Humans have already explored the combinatorics: we grasp, pour, fold, assemble, fail, retry—across cluttered scenes, shifting viewpoints, changing light, and hour-long task chains—at a scale no robot fleet could match. The missing piece: these videos have no action labels. So we introduce latent actions: a unified representation inferred directly from videos that captures "what changed between world states" without knowing the underlying hardware. This lets us train on any first-person video as if it came with motor commands attached. As a result, DreamDojo generalizes zero-shot to objects and environments never seen in any robot training set, because humans saw them first. Next, we post-train onto each robot to fit its specific hardware. Think of it as separating "how the world looks and behaves" from "how this particular robot actuates." The base model follows the general physical rules, then "snaps onto" the robot's unique mechanics. It's kind of like loading a new character and scene assets into Unreal Engine, but done through gradient descent and generalizes far beyond the post-training dataset. A world simulator is only useful if it runs fast enough to close the loop. We train a real-time version of DreamDojo that runs at 10 FPS, stable for over a minute of continuous rollout. This unlocks exciting possibilities: - Live teleoperation *inside* a dream. Connect a VR controller, stream actions into DreamDojo, and teleop a virtual robot in real time. We demo this on Unitree G1 with a PICO headset and one RTX 5090. - Policy evaluation. You can benchmark a policy checkpoint in DreamDojo instead of the real world. The simulated success rates strongly correlate with real-world results - accurate enough to rank checkpoints without burning a single motor. - Model-based planning. Sample multiple action proposals → simulate them all in parallel → pick the best future. Gains +17% real-world success out of the box on a fruit packing task. We open-source everything!! Weights, code, post-training dataset, eval set, and whitepaper with tons of details to reproduce. DreamDojo is based on NVIDIA Cosmos, which is open-weight too. 2026 is the year of World Models for physical AI. We want you to build with us. Happy scaling! Links in thread:

Jim Fan

227,430 görüntüleme • 6 ay önce

X Square Robot Unveils New Embodied AI Model, Says Robots Will Arrive in Homes in 35 Days Backed by Alibaba, ByteDance, Xiaomi and Meituan, X Square Robot unveiled a next-generation embodied AI foundation model for home robots and said its first deployments in everyday households will begin within 35 days. X Square Robot on Tuesday unveiled WALL-B, a new embodied AI foundation model designed for deployment in real-world homes, marking what the company described as a major step toward bringing general-purpose robots into daily family life. At a launch event themed "Born to Bot, Bot to Family," the company also introduced its World Unified Model (WUM) architecture, a training framework that combines vision, language, action and physical prediction within a single system from the outset. X Square said the model is intended to help robots operate in the far more unpredictable setting of a home, where tasks, layouts and interactions vary from moment to moment. "Robots in factories and in homes are completely different. In factories, they repeat the same action 10,000 times without variation. In a home, however, they need to perform 10,000 different actions, each unique and non-repetitive. Therefore, the challenge of a truly intelligent robot lies not in repeating a single action, but in the ability to execute new, untrained movements within unstructured environments. Deploying robots in the home is one of the most significant technical hurdles of our time," said Qian Wang, founder and CEO of X Square Robot. WALL-B is the first real-world implementation of the World Unified Model architecture. Unlike modular systems that train perception, language and control separately, X Square Robot said World Unified Model optimizes those capabilities jointly from the very beginning. The company said that allows physical prediction — including force, friction and collision dynamics — to emerge as part of the model itself, rather than being layered on afterward. "We train all capabilities—vision, language, action, and prediction—within the same network from day one. Much like infants, who do not learn to see, move and speak in isolated, sequential stages, but instead see, move listen and act simultaneously while receiving feedback, we have integrated all these capabilities into a unified whole," said Wang Hao, CTO of X Square. X Square Robot said the development of WALL-B rests on two pillars. The first is a data strategy that prioritizes training on authentic, non-staged home environments to cover the “long-tail” distribution of real-world scenarios, such as misplaced objects and temporary occlusions. Unlike models primarily trained on synthetic data or laboratory datasets, this strategy exposes WALL-B to the natural clutter of lived-in spaces—misplaced items, unexpected obstacles, and spontaneous human activity—ensuring that the training data reflects real-world conditions rather than a simplified version. The second is a physics-aware predictive mechanism that anticipates physical outcomes before an action is taken, enabling the model to respond to contact dynamics instead of just reacting. The development of the self-developed WUM architecture on physical robotic platforms highlights the company’s accumlated experience in bridging sim-to-real gaps across varied operational contexts. Wang commented that the current AI model is still in an "intern" stage, subject to errors requiring remote assistance. For instance, it may mistakenly place slippers in the kitchen or pause while wiping a table to "think". However, the model operates nonstop 24 hours a day, becoming increasingly "intelligent" as each day of operation generates new data. In 35 days, on May 25, X Square Robot will officially bring its robots into everyday homes, underscoring the company’s long-term commitment to the home robotics sector.

X Square Robot

52,968 görüntüleme • 4 ay önce

$AMD Massive Rotation from $NVDA $INTC🧵 Not Financial Advice! DYOR! 5-10 minutes before the bell today, last trading day of May 2026, massive rotation out of $INTC and $NVDA into $AMD. I wrote this thread this morning on what $TSM said on Energy Efficiency is now TOP Priotity and why AMD is the biggest winner. Of course I did not have influence on this rebalancing, I was just pointing out why Dr. Su saw this coming years ago. (Check the picture to understand more). I been talking about Agentic AI for like 3-4 years now. OpenClaw broke the CPU:GPU Ratio 1:4 narrative to 1:1 to 5:1 in late Jan and Feb 2026. I will link various threads where you can understand the full picture from supply chain, to TSMC expansion, and different Wafer Ratio for EPYC Venice and MI455X. Energy efficiency is a structural, long-term driver behind institutional rotation from $NVDA and $INTC into $AMD (with spillover strength in $AVGO for complementary networking/custom silicon). This isn't just short-term rebalancing, it's a massive bet on the shift from AI training (performance-at-any-cost) to inference, deployment, and embodied/agentic systems (where total cost of ownership, power draw, and scalability dominate). Precisely What I been writing about $AMD for years now, probably at least more than 5,000 threads.This is the FOMO from Institutions to own $AMD. Do know that AMD is the least owned Semi Stock among vs Peers. AI infrastructure is moving beyond massive training clusters to widespread inference for Agentic AI (running models 24/7) and embodied AI (robots, autonomous agents, edge devices). These workloads prioritize: ~Tokens-per-watt and performance-per-watt ~Lower total power consumption for data centers facing grid constraints ~Better economics at scale (cost-per-token, TCO) ~Thermal and power efficiency for on-device/robotics use Hyperscalers are now thinking more about Margin, Profitability, and $/M Tokens At $516/share. AMD Fwd PEG Ratio is still 35/100+= 0.35 AKA very cheap IMO for the growth and potential. A. Why institutions rotated out of $NVDA? Because Agentic AI is going to dominated by CPUs for years to come, moving violently to 5-10-20:1 CPU:GPU Ratio as enterprises are demanding more than 10-20 agents to run tasks. Now, that does not mean training is going away, Inference is just going to grow much faster. B. Why instiutitons rotated out of $INTC? Because AMD x86 unit share is only at 30-31% but Revenue share is already at 46.2% according to Mercury Research. And Dr. Su wants 50-60% market share, and that would mean 60-70%+ Revenue share where the CPUs TAM Is now already at $200B in 2026 and projected to be $500B by 2030. C. Why $AMD? Because AMD secured meaningful 2nm Capacity, Advanced Packaging and Memory through 2027-2028. And TSMC is expanding 2 primary 2nm Fabs toward 60-65k WPM each, and speeding up 5 2nm Fabs in Taiwan. With total up to 12 2nm Fabs through 2027/2028. 2nm Capacity is expected to be 140k+ WPM toward end of 2026, and 220-240k WPM by end of 2027. Apple has secured 35-45k WPM. And AMD does not have to worry about allocation competition until late 2027 from $AVGO for $META and $GOOGL(This may change) D. Agentic AI will evolve to 24/7 Autonomous Agent, and that will become the foundational layer for Robotic or Physical AI. Agentic AI (autonomous systems that plan, reason, use tools, self-correct, pursue long-horizon goals, and adapt) provides the high-level cognitive architecture. It turns raw perception and low-level control into useful, general-purpose behavior in the physical world. Physical AI (or Embodied AI) refers to AI that senses, understands, and acts directly in the real world through robots, actuators, and sensors. Agentic capabilities are what make this scalable and useful beyond narrow, scripted tasks. Reactive/programmed machines → To proactive, goal-oriented autonomous agents. How does this work? Autonomous Agent layer is the brain ~Vision-Language-Action models or robotics foundation models. ~Agentic loops: Planning, chain-of-thought reasoning, reflection, tool use (simulators, APIs), multi-step task decomposition. ~Persistent 24/7 operation with Memory, world modeling, continuous learning. Institutions may not like $AMD from 2022-2025, but they cannot stop this evolution and it is inevitable. Part of my main thesis for AMD to get to $5 Trillion Market Cap Long Term. Conclusion: Institutions are rotating capital toward AMD not merely for tactical rebalancing, but because Dr. Lisa Su and her team anticipated this exact inflection years in advance and have been methodically engineering AMD’s platform to dominate it. Dr. Su has long championed the convergence of Agentic AI as the high-level cognitive foundation for Physical AI and robotics. As far back as her 2023/2024 CES keynote and earlier strategic commentary, she described Physical AI (including humanoid robotics and edge autonomy) as “the next big thing”; a natural extension of agentic workflows moving from digital reasoning to real-world action. She emphasized that enabling persistent, 24/7 autonomous agents requires a full-stack approach: high-performance CPUs for orchestration and motion control, dedicated accelerators for real-time vision and multimodal inference, and open software ecosystems for rapid development. This vision aligns precisely with the structural drivers we’ve discussed. As AI shifts from training to massive-scale inference and embodiment, energy efficiency, total cost of ownership, and heterogeneous compute become first-order advantages. AMD’s Instinct MI350/MI355 series, Ryzen AI Embedded processors, and EPYC platforms deliver superior performance-per-watt and balanced CPU + GPU + NPU integration ideal for power-constrained robots that must run sophisticated agentic reasoning loops without excessive thermal or battery drain. Dr. Su has repeatedly highlighted the rising importance of CPUs in agentic systems (moving toward 1:1 or even CPU-heavy ratios with GPUs), positioning AMD’s strengths in orchestration, memory handling, and efficiency as critical for the next phase of growth. AMD is engineered for the deployment realities of embodied agents: scalable, efficient, and deployable at the edge and in physical systems. The institutional flows out of NVDA and INTC into AMD reflect recognition of this prepared leadership. Dr. Su didn’t just see the future of Agentic AI powering robotics, she has spent years building the silicon, software, and partnerships to make it practical and economically viable. This rotation signals confidence that the companies best positioned for the physical, always-on intelligence layer will capture the highest-volume opportunities in the coming decade. Not Financial Advice! DYOR!

Mike

104,109 görüntüleme • 2 ay önce

The July 4th weekend All-In The All-In Podcast turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how the conversation went (save this): ◽️ The Palantir-Nvidia deal is a bet against the model-layer duopoly. Palantir will use Nvidia's Nemotron open models to build a custom frontier-quality model for US government agencies, and the agencies own the hardware, the data, and the weights. Sacks framed it as structural: an application company and a chip company both want a competitive model layer, so they are natural partners against a two-provider middle. ◽️ Alex Karp's CNBC "crashout" was actually the thesis. Karp argued enterprises have lost trust in the frontier labs and want to own their compute, models, data, and alpha. Sacks translated it as a new definition of enterprise AI safety: safety means the model provider cannot hoover up your proprietary knowledge and turn it into its next product. ◽️ Figma is the cautionary tale that made it real. Anthropic launched Claude Design into Figma's category, its chief product officer sat on Figma's board and resigned only 3 days before launch, and Figma's stock is down about 50% this year while Anthropic's valuation surged. Sacks listed Claude Science, Security, Legal, Financial, and Code as the same move: dominate the model layer, then take the lucrative verticals. ◽️ The playbook has a name, and it is Microsoft and Google. Sacks argued Anthropic is running the operating-system strategy: own the layer everyone builds on, then walk up the stack. His Google receipt is that fewer than half of searches now send you off-site, versus an early Google that prided itself on how fast it kicked you away. ◽️ The BCG number is what raises the stakes. Chamath cited a BCG return-on-capital-employed study: the cost of capital is back to its long-run 8 to 11%, and half of large US companies cannot earn returns above it. If you are already teetering on your cost of capital, handing your alpha to a provider that may compete with you is not a luxury risk, it is fatal. ◽️ The 16.4x number is the whole argument in one data point. Chamath ran a code-migration task through 8090's harness. Wrapping Claude was 1.4x cheaper and 1.5x faster than Claude Opus alone. Wrapping the best open-source model was 16.4x cheaper, at about 3x slower. For a background task, three extra hours to cut cost by 16x is not a close call. ◽️ Even at 100x cheaper, enterprises were saying no for the wrong reason. Chamath relayed an ex-Meta PM's point that companies reject open models over China and safety fears, when they could host those same open weights on their own GPUs in US data centers with nothing flowing back. The safety objection, she argued, is backwards: the leak is the data you hand the frontier labs. ◽️ Friedberg says the frontier labs are trying to commoditize their own customers. Anthropic has been signing up life-sciences companies to feed a new life-focused model in exchange for early access, and nearly everyone he has talked to now refuses, recognizing that data they spent billions generating becomes worthless once it is pooled with everyone else's. ◽️ The deployment topology is shifting from big hubs to distributed spokes. Friedberg's map: the old assumption was a few capital-advantaged mega-clusters plus inference clouds. The new one is large hubs, medium hubs (enterprise training clusters), and distributed spokes, including on-prem inference in your own building. Owning your weights is the point. ◽️ Chamath's endgame is running GLM himself. An industry contact told him that with harness post-training and telemetry, an open Chinese model like GLM could get as good as Anthropic's Mythos. His conclusion: take GLM, control it soup-to-nuts on US hardware with only US citizens touching it, and pay a fraction. ◽️ The Apple analogy sharpens why renting intelligence is different from renting distribution. Chamath argued Apple is the only platform that respected developers, deliberately keeping its stock apps basic to protect the ecosystem and collect its 30% tax. There is no 30% tax on open models, and worse, you cannot rent intelligence from the same place that rents it to your competitor without ending up identical to them. ◽️ Nvidia's open model is now good enough to matter. Calacanis claimed you cannot tell Jensen Huang's Nemotron from Claude on 95% of searches, and that Nvidia downplayed the model until now to avoid alarming its top customers. The gloves came off once OpenAI, Anthropic, and Elon all signaled their own silicon ambitions. ◽️ Sacks sized the duopoly: roughly $60B and $40B in ARR. Anthropic is around ~$60 billion of ARR, OpenAI at ~$40 billion, and no one else generates meaningful model-layer revenue. Sacks's policy line: the US does not ban monopolies, only anti-competitive tactics, but the government should do nothing to make the duopoly more likely. ◽️ The token deflation call: 90% a year for three years. Calacanis predicted token costs fall 90% annually for three years, putting the price of intelligence near free and making it rational to waste tokens on hardware you already own. Friedberg's version is a 70/20/10 split between big cloud, local, and other clouds. ◽️ A wave of platform lock-in spending is already landing. Calacanis flagged Microsoft standing up a roughly $2.5 billion forward-deployed-engineer effort and Amazon spending about $1 billion on the same, plus OpenAI's version. His read: enterprises will slam the door, because letting a provider's engineers study your business is how it ends up in their model. ◽️ The server-per-employee prediction. Calacanis expects every employee to get $10,000 to $20,000 of local compute, a Mac Studio or a high-RAM Dell, running a personal local model that syncs to a thin laptop. A server per person, so nothing leaks. ◽️ On jobs, the data does not show present-tense loss. Sacks cited a RAMP and Revelio Labs study of over 21,000 US firms: the heaviest AI spenders grew headcount about 10% over two years, and entry-level headcount grew even faster at 12%. Friedberg's harder claim: there is no AI job loss yet, only clunky, gradual value creation, and the media will not reverse its narrative because that destroys its credibility. ◽️ The displacement case is real but forward-dated. The counterpoint on the show was that customer support, entry-level data entry and BPO, and driving are the near-term displacements, with Waymo cited as present-tense evidence: in markets where it hits critical mass, Uber and Lyft stop recruiting drivers. Sacks noted most US entry-level support was already offshored, so the acute risk sits in those countries first. ◽️ The human-premium counternarrative. Friedberg argued that as automation spreads, human interaction gets a premium: the skilled bartender, the real driver, the human-in-the-loop tier. He cited the company (referenced as Klarna) that hyped replacing its whole support team with AI, then reversed a year later on brand grounds. ◽️ The export-control episode needed three conditions, and Sacks says do not over-read it. Commerce lifted controls on Anthropic's Fable 5 after two weeks, with Mythos 5 restored to US customers around June 26 once co-founder Tom Brown replaced Dario as lead negotiator. Sacks's three conditions: Dario boasting for months about a cyber weapon, Amazon reporting failed guardrails in testing, and Dario refusing to roll Fable back. His message to allies: this was a particular set of circumstances rather than the debut of a standing lever. ◽️ The import question nobody answered cleanly. Calacanis pressed on why the US blocks Chinese cars and drones but not Chinese open models like DeepSeek and Kimi. Sacks's answer: a forked open model run on US hardware stops being Chinese, and banning open source would isolate the US and impose a token tax on American enterprises, so let the market decide if American open models win. ◽️ The California fiscal story is a business-climate story. Friedberg walked through the numbers behind Newsom's "balanced" $351B budget: expenses exceed revenue and $20-40B is borrowed to close the gap, the budget grew 65% in six years ($215B to $355B), personal income tax is $142B of ~$211B revenue with the top 1% (150,000 people) paying $70B of it, and the corporate rate of 8.9% sits far above Texas at zero. ◽️ The tax base is leaving, and the state is now taxing everyone else. Friedberg cited 1 to 1.5% of adjusted gross income leaving each year (about 15% over a decade), at least 15 Fortune 500 HQs and ~2,100 firms gone since 2019, and a new 8% software sales tax hitting Word, Gmail, and ChatGPT subscriptions plus a health-insurance tax, on top of a now-permanent 14.4% top bracket. The liabilities behind it run $1.4T in debt, up to $1.5T in unfunded pensions senior to state bonds, and ~$40B/year in out-year deficits. Lastly, the line that framed the whole show: "You can't rent intelligence from the same place that rents it to your competitor." That is the sovereignty thesis in one sentence, and every number in this episode is an argument for it. ____ Follow Fireside Alpha for more summaries on key business and technology conversations.

Fireside Alpha

55,816 görüntüleme • 1 ay önce

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

Mike

84,951 görüntüleme • 2 ay önce

When Elon Musk beams in virtually for a high-stakes fireside chat with JPMorgan Chase CEO Jamie Dimon, the conversation goes completely out of this world. The discussion was packed with massive milestones—from the bombshell that SpaceX is going public to plans for lunar AI data centers and the urgent need for the Terafab chip revolution. Here is the ultimate breakdown of their discussion: 💵 SpaceX has been self-funding and cash-flow positive for a decade Before the decision to go public, SpaceX didn't actually need to raise money to survive. The company has been cash-flow positive since around 2014–2015, meaning its private equity rounds were exclusively held to provide liquidity for employees and early investors. "We've been positive cash flow for quite a long time, I think, since around 2014-2015. And we've been self-funding. In fact, in our sort of private equity rounds, they actually have not been fundraising rounds. They've been liquidity rounds for investors and employees because we give everyone at the company stock." 🚀 The upcoming capital growth phase requires massive funding The primary trigger for going public now is an unprecedented capital expenditure phase. SpaceX is preparing to deploy an immense constellation of over 100,000 Next-Gen communication satellites and construct massive AI data centers in orbit. "we are embarking on a significant capital growth phase where we're going to put in over probably 100,000 satellites, probably over 100,000 satellites, just for communications... And then we're also doing the AI data centers in space, which is another massive capital endeavor." 📡 Starlink V3 introduces a massive bandwidth breakthrough The custom chips designed by SpaceX for the V3 satellites will completely alter global communications, offering 100 times the bandwidth of the current system and slashing latency in half by operating at a lower altitude. They are so large—the size of a small bus—that Starship is the only rocket on Earth capable of launching them, carrying 50 at a time. "The version three is, depending on how you count it, 10 to 20 times more capable than the version two satellite. And there were three chips that the SpaceX chip design team taped out that are specific to this... Which means it's 100 times more bandwidth than the SpaceX's Starlink system currently on the surface. And also half the latency because the altitude will be about half altitude." 🤖 AI and robots possess an insatiable appetite for data Musk points out that expanding infrastructure into space is vital because future AI and robotic systems will demand an astronomical amount of bandwidth compared to the relatively low data transmission rates of human beings. "And the future with AI and robots is actually going to require a lot more bandwidth than we currently use. Because you can imagine like what's the bandwidth of a human? Peak bandwidth of the human is a few hundred bits per second. But bandwidth of a computer can be a trillion bits a second. So the appetite for bandwidth of AI and robots is going to be enormous." ☀️ Space solves the looming terrestrial power plant crisis Building traditional power plants on Earth faces heavy community resistance. Moving data centers into space unlocks unlimited energy generation via solar power ("star power") without disrupting Earth's environment, tapping into an energy source that accounts for 99.8% of the solar system's mass. "It's increasingly difficult to build power plants on the ground. There are very few people who want a power plant in their backyard... But actually if we go to space, we can go far beyond the electricity generation of both. In fact, this is going to sound kind of crazy. But you could actually increase human energy by a factor of a million and still be using much less than a millionth of the sun's energy." 🌕 The Moon is a 1,000-Terawatt compute launchpad While Mars remains the long-term goal, the Moon is the immediate fast-track location for massive scaling. Because it lacks an atmosphere and has low gravity, SpaceX can use electromagnetic rail guns to shoot AI data centers into deep space from the lunar surface, scaling power to an incredible 1,000 terawatts per year. "I just think that we can build a self-sustaining city on the moon faster than we could do so on Mars. And there's also the potential... you can use an electromagnetic accelerator, a rail gun or mass driver. Basically, you don't need to use rockets to do AI data centers into deep space from the moon... We can do a thousand terawatts or more from the moon." 🪐 Mars is the ultimate "fixer-upper" planet Mars is being targeted as a full-scale terraforming project. Due to its atmosphere and gravity levels, warming up the planet could eventually unlock liquid oceans and allow humans to walk around without spacesuits. "And if you warm up Mars, you could one day make Mars like Earth. And with like liquid oceans and life. And where you could walk outside without a spacesuit type of thing. So Mars is, I call Mars a fixer upper of a planet. But it's got a lot of potential." 🚂 SpaceX is the modern-day Union Pacific Railroad Musk rejects the idea that SpaceX is moving into the hospitality or hotel business for space tourism. Instead, he views the company as a foundational infrastructure provider, comparable to the historic railroads that opened up the American West. "We're kind of like Union Pacific, you know. You know, when they built Union Pacific back in the day, people thought they were crazy. Because like, why are you trying to carry all this cargo and people to California? No one's there. But now California is the biggest state in the country." ♻️ Starship's core disruption is 100% reusability The true holy grail of Starship is full reusability, which drops orbit access costs down to the mere price of fuel. Because it utilizes ultra-cheap liquid oxygen and methane, shipping cargo to space will become more economical than flying cargo across Earth's oceans on an airplane. "The fundamental breakthrough of Starship is that it will be the first orbital rocket that is fully reusable... And the propellant we use for Starship is liquid oxygen and liquid methane, which is the cheapest propellant you could possibly get... which means that you should be able to actually send cargo to space for less than the cost of cargo on an airplane going on a trans-oceanic trip." 🔄 Starship V4 targets hourly launch cadences SpaceX's engineering pipeline is aiming for staggering operational frequencies and massive payloads. While Starship V3 targets 100 tons to orbit, the upcoming V4 variant is designed to carry over 200 tons and launch on an hourly schedule. "Because Starship V3 is aiming to do 100 tons to orbit with full reusability. And then Starship V4 we're aiming for over 200 tons per mission. And then being able to launch every hour." ☁️ Orbital data centers are entirely weather-proof Space-based AI data centers are highly practical because they are simpler to construct than communication satellites. Data is beamed via lasers between satellites, and then beamed to the ground using cloud-penetrating radio frequencies that completely bypass bad weather. "The AI data center would be much simpler by comparison. Because it's really just solar power plus radiator... The connection would happen no matter what the weather is. Because once you connect via the lasers to the Starlink communication constellation, the Starlink communication to the ground uses frequencies that are cloud penetrating." 🇺🇸 The U.S. faces a catastrophic "Zero Memory Fab" crisis A major vulnerability in domestic tech infrastructure is that the U.S. currently manufactures zero high-volume computer memory chips. Even with new facilities arriving online between 2028 and 2030, domestic supply will not match the exponential requirements of AI, which is why Musk is aggressively building the Terafab. "there's not a single high volume computer memory fab in America right now. Zero. There's one being built in Idaho by Micron. But that will not reach volume production until I believe 2028. And there's something being built in New York, but they are in, I think, 29 and 30. And this is a tiny fraction of the memory that's needed... That's why we need to do the Terafab." 🧠 SpaceX will offer proprietary AI chips and software While the orbital data center network will remain an open marketplace capable of running third-party hardware like NVIDIA GPUs, Google TPUs, or Amazon Trainium, SpaceX plans to deploy its own in-house AI chips and software stack in the near future. "So if NVIDIA GPUs can be put on it, Google TPUs can be put on it, Amazon Trainium or any other chips that you want to put on, can be put on. We'll also offer our chips in the future and I think we also want to offer our software, our AI software as well in the future." 🛡️ Starshield handles critical national intelligence Musk emphasizes his deeply pro-American stance, highlighting SpaceX's specialized Starshield division as a crucial backbone for the U.S. military and national intelligence agencies. "We have a division called Starshield which provides military communications. And you know, there's some other stuff that's kind of classified, I guess. We can't be talking about that. But we are helping the Department of War and intelligence part of the government. We're a vital element of that." 👥 Executive retention fuels the mission The core leadership bench at SpaceX is defined by extreme longevity, driven by a deep collective belief in turning science fiction into reality. Top executives like Gwynne Shotwell have remained with Musk for over two decades. "I guess Gwynne was, I think, around the seventh person to join the company. And that was 2002. It's just went to like 24 years. And generally the senior executives at the company, you have a very long tenure. I think Brent Johnson's been, you see, over 15 years... because people really believe in the mission, I think they want to stay and they want to keep building it." ❤️ Character overrides IQ in leadership Reflecting on how he has evolved over 20 years, Musk notes that he has become significantly more laid back. He has also learned that a candidate's moral character and heart are just as vital to a company's success as raw intellectual horsepower. "Well, I think I'm probably more chill than I used to be... And one of the things I've found over time... is that like in terms of like recruiting people to the company and having people work with the company, like their individual abilities and their intellectual capabilities matter a lot, but it also matters if they have a good heart. It's not just about whether somebody has a certain IQ or whatever, but just are they like a good person, that matters a lot."

Ming

60,910 görüntüleme • 2 ay önce

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

Mike

44,460 görüntüleme • 5 ay önce

Just in $AMD Anush "Speed is the moat"|ROCm🎙️ In the race to define the future of AI, what's the one advantage that truly lasts? It's not proprietary tech, argues Anush Elangovan Elangovan, VP of AI Software at AMD , but the sustainable speed of innovation. He explains why AMD is rejecting the "walled garden" model for its open source ROCm stack, betting that an open community flywheel is the key to victory. Listen to understand how this open strategy is designed to out-innovate closed systems by empowering developers to solve everything from frontier-model challenges to the mundane, everyday problems that define the "last mile" of AI. AMD ROCm Software: Part 1 Transcript [00:00:00] Andrew Zigler: Joining me is Anush Elangovan, VP of AI software at AMD. And when people talk about AI compute, the conversation often stops at hardware specs, but it's more than just physical chips that win the game. It's also the software ecosystems supporting them. [00:00:18] Andrew Zigler: The prevailing strategy in the industry has been to build something like a walled garden. You know, something closed, proprietary locks, developers in. But AMD is betting on an entirely different play, open source acceleration, and with rock, their open source AI software stack. AMD is building not just hardware parity, but an innovation flywheel that's powered by the community with interoperability and the freedom to scale without all of that pesky lockin. [00:00:48] Andrew Zigler: And in this world, speed is your moat and how fast you can innovate while your platform remains open, flexible, and standardize across all of its applications. That's what we're gonna explore [00:01:00] today. So Anush, I'm really excited to have you here. Welcome to Dev Interrupted. [00:01:04] Anush Elangovan: Thanks for having me. Uh, super excited to chat about it. [00:01:07] Andrew Zigler: Amazing. Well, let's go ahead and dive right in with kind of what I laid it out with in the beginning, the idea of the moat and it being about speed. I wanna unpack that a bit because that came from you when you and I first spoke. And I, and I want to know, you know, how do you define speed inside of AMD beyond just things like hardware, benchmarks. [00:01:27] Anush Elangovan: Yeah, that's a very good question. So when we typically talk about speed, everyone's like, Hey, hardware benchmark specs, right? Like, uh, memory bandwidth or, or flops. And that is one important part of it, uh, AMD does very well. With that, we do have, a, a very good history of executing on that axis. [00:01:47] Anush Elangovan: But when I say speed is the moat, it is about, uh, how we prepare, how we build the muscle to run the race for a long time and run it fast. And it is [00:02:00] not about a single point in time that you've, you've beat some you know, benchmark and, and you declare victory. It's about building the ability to consistently develop and deliver. [00:02:13] Anush Elangovan: Both hardware and software innovation at scale and do it fast, right? Like, you know, we we're increasingly getting to a point where models come out and they're, uh, you know, a year or two ago it was like, Hey, they work on AMD on day zero, which is great, but now they are performing on AMD the day it releases, right? [00:02:32] Anush Elangovan: So, what does it take to Prefetch where the industry is going? Be prepared to intercept. At that point is what you know, I, I refer to as you know, the, the speed factor in, in creating this mode, right? And the mode is just shed all things that hold you back and run as fast as you can. [00:02:53] Anush Elangovan: Uh, because the pace of innovation that is, uh, being seen in, in AI [00:03:00] industries is just. Amazing. Right? And it's like, it's transformational at at how you generate electricity. It's transformational as at how you build data centers. It's transformational at how you deploy compute, networking. It's transformational at what kind of use cases you, you know, uh, use AI for. [00:03:17] Anush Elangovan: Uh, and for that, you need to be prepared to, see what comes tomorrow and be prepared to run the race tomorrow. [00:03:23] Andrew Zigler: Yeah, it's a really great perspective because it highlights that it's not just like a checkpoint that you run through. I like how you called out, like it's not just hitting that benchmark or being the best in class at that moment, in that snapshot, it's about having a. The throughput and about having that dedication to the idea and continuing to deliver on it. [00:03:43] Andrew Zigler: It's not just crossing the threshold, but it's also being the engine. And that's what, that's what protects a business. That is the moat, because the moat is that innovation layer, the faster and more, uh, future forward. That you can work and think, [00:04:00] you know, the better. Uh, we, we talk a lot about like future forward work styles. [00:04:04] Andrew Zigler: Like what are the things I could be doing right now today that are gonna be like, way more useful tomorrow? Let, let's abandon those, workflows that are older and that kind of like, that translates into. An advantage when you work that way. You know, what kind of things have you learned working with, uh, like across all spectrums of people who would use ROCm, right? [00:04:23] Andrew Zigler: You have like the developers, but then you also have the enterprises and you have this large span of adoptees, right? So what is the, what does that look like that you learn? [00:04:32] Anush Elangovan: Yeah, so, so the way I look at it is there are gonna be pockets of different, uh, you know, cadences, right? Like, so people who are deploying in enterprises, for example, right? The validation and how long it takes for them to deploy an LLM that's secure. It's, with guardrails, et cetera, maybe longer. [00:04:52] Anush Elangovan: but you still have to go through the process and you have to be prepared to like, walk that walk to deploy an enterprises. That doesn't mean it's [00:05:00] not fast, that's as fast as you can do for that industry, right? And if you are deploying AI in healthcare, right, it's, it's got its own, uh, cycle. [00:05:07] Anush Elangovan: but in each one of these, you want to see how, like, go down to the essence of what is it that you actually have to do. And, you know, I, I, I like how you framed it. It's like it's, you shed your prior assumptions of how things are done, right. And, and you kind of build up from a, uh, first principles, uh, approach to say, this is how I could use AI to unlock, whatever I'm doing. [00:05:33] Anush Elangovan: And, and, some of it, you know, it's good to really step back and look at. Just question every part of it, right? Like right now you're getting chat GPT and, Gemini competing for like, math, olympiads and, and, uh, college, uh, reasoning, uh, tests. Right? And, and those are like that, that is amazing and increasingly like complex tasks that they're trying to do. [00:05:58] Anush Elangovan: But there may also be like. [00:06:00] More mundane things that AI could, could get applied to. Right? And, and so when we think about shedding old ways, you wanna shed it not just in like the tip of the spear. It's like, you know, I'm gonna see what's the frontier model. It's also, it could be something as simple as. [00:06:18] Anush Elangovan: How do you choose a, a movie, uh, you know, like a recommendation system, right? Or, or, uh, an automated, uh, flight, uh, rebooking system. So the moment, you know, your flight is late, uh, right now it's a notification, right? It's like, oh, you got a text message saying your flight's late. And I got that like three times this week. [00:06:38] Anush Elangovan: But anyway, uh, and, and, and, and, I was just like, okay, so if I were to rethink this. All this MCPs that we have that should be hooked up into an MCP that says, your flight's delayed. Here are your options. If you want, you know, these are the paid options. Yeah. Here are the free options. This will get you back into your you know, Toronto airport [00:07:00] tonight. [00:07:00] Anush Elangovan: Or if you stay, here's a hotel plus this, plus this, plus. It's just like, go ahead is all I should say. Versus now I'm like, okay, can someone, you know, can I call a travel agent? Can I do this? Can I go online and log into And you know, so we gotta fundamentally rethink even those like small, nuances of, things that we do that can be automated out and AI is really, really good at doing something like this, right? Maybe I just explained an AI startup idea right now. Somebody should just start that. [00:07:29] Andrew Zigler: I think you did. Yeah, you definitely did. Someone, one of our listeners is definitely going to lift that off of you. I, I, I, you know, I hate being on the receiving end of those. You feel a little helpless and then you have to like, follow the whole flow. So I know what you mean. Like I, I like how you called out that the build and this like. [00:07:45] Andrew Zigler: Where speed is your moat and the innovation layer is protecting you, is what makes you better than your competitors. How you scale that and you bring that to market. So by understanding the problems that you're solving, uh, throwing away those older assumptions, but also [00:08:00] recognizing that like. We're building every single day, new things and new ways of using stuff that we're still figuring out the implications of. [00:08:08] Andrew Zigler: And so when you have a lot of velocity and you're introducing a lot of new ideas, and maybe you have that workflow now that automatically rebook your flight off of your late flight text message, and uh, I know I would certainly use it, but you know, what kind of philosophies guide the way that y'all think about building this ecosystem to manage that stability while letting folks. [00:08:29] Andrew Zigler: Play with the speed and the assumptions and the airplane re bookings. [00:08:34] Anush Elangovan: so, so I think, you know, we need to peel one layer down, right? and the philosophy is, Hey, we, we just discovered electricity, right? And you know what we're gonna do? We are gonna make motors, uh, or dynamos, right? Like engines. Uh, sure. We don't know if it's gonna be a Ferrari that you're gonna make, or it's a a a a dump truck. [00:08:57] Anush Elangovan: That's good for doing this. But let's [00:09:00] let, which is also required, right? You need a dump truck. You need a garbage truck. And, [00:09:04] Andrew Zigler: Yeah. You need the [00:09:04] Anush Elangovan: course you need, uh, a Ferrari for a midlife crisis, right? So, [00:09:09] Andrew Zigler: precisely. [00:09:10] Anush Elangovan: But, but my, uh, point is what do we build next? And, uh, and this is what I meant by like, okay, let's, let's take those baby steps to build the. [00:09:20] Anush Elangovan: Infrastructure that's required that we know we'll have to use, right? So, so if I just discovered electricity, okay, great. Now one, how do I save this electricity and how do I use it? So there's battery technology, so you need to do something like that, right? Like so. But then you also want to make it into an actionable thing. [00:09:37] Anush Elangovan: You want to make it for like automobiles, or you wanna use it for, you know, powering, uh, entire cities. So it is that transformational. So, uh, AI is that transformational. So, if you distill down, it'll, it'll come down to how do we think about, what we can do with this this fundamental technology that, We may not be aware of what it [00:10:00] is gonna unlock next, but at least you know the next step is clear, right? It's like a dense fog, you know, it's gonna be like, it, it's the right path. You see the light, but it's kind of like out there and, and the steps you're taking are concrete and you're like, okay, this is good. [00:10:16] Anush Elangovan: I, this is better than where I was or where we were. So we are moving forward. So you can build with the. Intuition from what you see in the short term and a tactical view, but towards what you think the future is gonna be. [00:10:28] Andrew Zigler: Right. You almost like we're all in this like fog of war, right? And like you said, you're reaching out and you're trying to step through it. You could think of it too, as like you're in the dark and your hands are up in front of you and you know that. You're, you're not gonna run your face into a wall because your hands are out in front of you, but you're not gonna maybe do much better than that. [00:10:45] Andrew Zigler: So that's kind of like, I think the eco, the, the industry, the world that we find ourselves in, uh, and we all have to, then this becomes the power of an ecosystem, of a group of people working together to create that layer of, [00:11:00] uh, of establishing the [00:11:01] Anush Elangovan: exactly. And I, I, I just, instead of, you know, saying fog of war I describe it as like, you're in this. Beautiful valley with like a morning, uh, fog that's in. You can smell the flowers. You, you hear the birds. You are like, okay, it's, we are in like, uh, utopian paradise and yes, I just need to like, continue the walk, right? [00:11:24] Anush Elangovan: and then move forward with that, conviction that you're in the right spot. [00:11:27] Andrew Zigler: Yeah. So let's talk about that ecosystem world. This nice, I love how you describe it, this grassy side of a hill in the morning that's covered in some mist and maybe we can't see 30 feet in one direction, but it sure is a beautiful hill and it smells nice. And so we're all here. And why is, in that world, why is. [00:11:44] Andrew Zigler: You know, open source, their strategic advantage that y'all are going for in the AI hardware market. And, and then how does like ROCm turn that into wins for people within that ecosystem? [00:11:56] Anush Elangovan: you know, the, the way we look at it is this, is kind of like how I view [00:12:00] AI and the ecosystem, right? But, but it is for everyone to enjoy. Uh, and so we do want to make sure that. You know, it is, uh, beneficial for everyone. [00:12:09] Anush Elangovan: The ecosystem can come in and, and innovate. It's an open innovation engine. and uh, it is very different from, you know, having a walled garden with, Hey, only I know how to do this and I'm gonna do it and throw it over the fence and you can use it or keep walking, right? So we'd like to be good citizens that way, but also. [00:12:30] Anush Elangovan: Uh, it is self-fulfilling in a way, right? Like it, the, the pace at which we innovate with open source is unmatched. Like, you know, our serving engines are like VLLM and, and sg l. Those things, uh, those frameworks are like super, super aggressive in terms of how fast they come out with features and how fast they can you know, get performant models out. [00:12:52] Anush Elangovan: And that compared with what, uh, you'd get from, you know, the likes of like T-R-T-L-L-M or something is always lagging, right? Because you [00:13:00] just can't keep up with you know, 200 commits a week just on one particular model to get that model really performant [00:13:06] Andrew Zigler: And, and, and in that world where, you know, everyone can enjoy the winds of this, what kind of customer stories or innovation stories have really stood out to you and excite you about building and creating this place for developers? [00:13:19] Anush Elangovan: Yeah. So I think the parts that are super exciting for me are when when we get to see a customer that is first skeptical. Then they start a little like, okay, fine, we'll give you a chance. Uh, we do a simple, uh, POC and then they're like, huh, this seems to work. Yeah, we told you it works. [00:13:42] Anush Elangovan: You don't have to change one line of code. Really? Yes, no need to change one line of code. Okay, let's try a production workload. So then they try it. Oh, you're more performant than the competition. Yes. We're more performant than, than the competition. So how much does it cost? And we're like, oh, it's your TCO is better with, uh, [00:14:00] AMD. [00:14:00] Anush Elangovan: So again, they're like, wow, okay, good. So now how do we deploy at scale? And then we go deploy it at scale. And when they give a thumbs up on that and they say, this is good, right? That's when you know, you, you see it go full circle from like, oh, we, we've never heard about AMD to like actually deploy to tens of thousands of GPUs In the order of a few months, right? It, it, it really is fascinating to see and very exciting and invigorating to [00:14:28] Andrew Zigler: Yeah. At like a great exposure to a lot of interesting problems. And, and then people using the infrastructure, the, the technology available to solve those problems. Really specific problems by the way, that's often why they're bringing their data and AI to it, uh, is because it is really specific and important for them. [00:14:45] Andrew Zigler: And there's a, a lot I think that other engineering orgs can learn and even emulate from AMD's success and, and having this open source ecosystem and it causing this acceleration within. You [00:15:00] know, uh, customers and enterprises that use and adopt the tools and, and, and that creates an advantage. And that goes back to why we're talking and like the real thesis of our conversation today. [00:15:10] Andrew Zigler: So how do you think engineering leaders that are listening to this and obviously tapping into this great success AMD has from an open source flywheel, how do you think other, other folks building in the same space can foster that open, first, that open source oriented culture in order to, you know, accelerate their innovation goals? [00:15:29] Anush Elangovan: Yeah, that's a very good question. So the startup that um, was acquired by AMD we, we built, I mean, we started off doing iot stuff and you know, smart ring and all that, right? But in the, the end of like, uh, and not the end, the last six years of the company was building ML compilers. [00:15:47] Anush Elangovan: And ml, ML compilers are like super, uh, complicated, sophisticated, advanced algorithms, dah, dah, dah. but it was all open source, right? So our VCs were like, wait, what do you mean your core [00:16:00] IP is open source? And um, the speed is the moat applied even then, right? It was just like, yes, if you have an idea that. [00:16:08] Anush Elangovan: Because someone saw this idea that you are, they're gonna be able to catch up, then you probably have the wrong idea anyway. But if they are, you know, you execute and they're gonna catch up, that you should assume they're gonna catch up. Right? So you gotta move forward. So keeping it open source is super important. [00:16:25] Anush Elangovan: But also to your question on like, you know, the learnings from an AMD standpoint, right? If there are, hard problems, I'd say dig in and work through it, right? Like there's no way but through it, right? That should be the simple mentality. And more, uh, frequently than not. you'll see that you'll just make it through in a, in, in good form. [00:16:52] Anush Elangovan: But if you doubt it and you're like, oh, I don't know if I should commit, if I'm, I, you know, what should just commit to do the right thing [00:17:00] every step, right? Every step, and just keep taking one step in front of the other. And in no time you'll see that you'll be running. Right. And, and yes, the first few steps will be like, yeah, everyone's complaining about your software quality. [00:17:15] Anush Elangovan: Everyone's complaining about this and that, and it doesn't work. And, and a few steps in, you know, you get, you get the hang of all the complaints that are coming in. You get the feedback loop. You're like, okay, what, what are you prioritizing again? One step in front of the other, right? You just keep knocking that out and then you get to a point where you're, it just becomes second nature, right? To do the, to do the right thing. And, and then yes, if someone gives you two options, you'll be like, fine. This is, uh, you know, there's always the resource trade off. There's always a human capital trade off, but what's the right thing to do? of course, I, I'm pragmatic about what we choose, but, but if the right thing for your long-term success is dig in, go first, principles, make it [00:18:00] happen. [00:18:00] Anush Elangovan: Well. Then just go for that. There's, there is no shortcut to [00:18:04] Andrew Zigler: acknowledging, you know, how it aligns with your mission, your core company goals, and what you're looking to achieve. And, and I, I love how you rightfully called out that in the open source world and you know, you have your technology that you've built, what you think is your moat upon, right? [00:18:22] Andrew Zigler: It's your code and, and to open source that, or to just make it where anyone could peer in is, you know. Scary in one regard, but two, it just kind of feels like you're handing away your throne room in some kind of sense, a very direct feeling sense. But the ultimately, you were really right to call out, and this is something I think about all the time, that the real power there is still the speed This the speed. [00:18:42] Andrew Zigler: That was the moat at the beginning of our conversation. It's the speed in combination with your. Very specific domain understanding of what you're building and what you're creating, and your new role as the steward of that world and how people plug into it, which [00:19:00] has frankly, a lot more influence and power than lording over a closed. [00:19:04] Andrew Zigler: You know, repository or an ecosystem, and like you said, like throwing things over the wall. Sure. There, there might be people always on the other side of that wall, but you're not gonna have a great connection with them. You're not gonna be able to really clearly understand them. I, I like your metaphor of the side of the field of the mountain a lot more. [00:19:23] Andrew Zigler: But, but in the, in this world, you know, where. That speed is, is the power and, and open source is just one way that you can harness that speed to get really far ahead and to innovate. , There's other parts of this equation that you can be experimenting with too, and I'd love to pick your brain about them as a software leader and, and, and one of them is about looking forward and kind of understanding that future that we're all building towards and beyond today's models and hardware. [00:19:48] Andrew Zigler: You know, what do you see as the next major bottleneck or opportunity in the AI compute space? As, as you know, enterprises and folks start to get a little more mature about what's available to [00:20:00] them. [00:20:00] Anush Elangovan: Yeah, I think, the bottleneck and opportunity is, uh, what I'd call, call walking the last mile of ai. Right. Uh, and like I I, I gave you an example, uh, previously, but, but it's similar to that. It's like there are cases where Humans have so many, uh, things to do in your day. You know, like the, if we sit down and actually had a customer focus like, okay, these customers lives, I'm gonna save four hours of this customer's life. And if you actually sit down and look at all of that, it'll be. Easily automatable, easily you know, uh, applicable, uh, for ai, right? [00:20:39] Anush Elangovan: Like, but then making it happen is gonna take a little bit, right? It's like maybe it's, uh, paying your utility bill, right? Or something like that, right? Or, or, your healthcare explanation of benefits. Uh, like, I'm sure you get an explanation of benefits, and I'm like, I, I don't even know what that thing is. [00:20:55] Anush Elangovan: It's just like EOB and like. [00:20:57] Andrew Zigler: it's a big, a big old PDF. Yeah, [00:21:00] exactly. [00:21:01] Anush Elangovan: Like, like, I'm like great straight to the, uh, shredder, right? And but that could be, you know, automated with the ai, right? It, it, it'd be like, Hey, the summary of this thing is you went and visited this day. Everything is okay. Everything is paid for, so don't worry, it's not a bill. [00:21:17] Anush Elangovan: That again, the same, uh, thing, but the sense of what that information overload is could be. Digested by ai, uh, accumulated over time and retrieved when you need it. Like, I don't, I actually don't even need to know this EOB right now, unless of course, whenever I need to know it, that maybe, you know, like for some benefits I need to figure out what do, what did I do over the past year and how do I apply it? Source:

Mike

14,195 görüntüleme • 8 ay önce

OPERATION INDIGO SKYFALL (SKYNET) (Update 6/11/25) While Operation Indigo Skyfall is a program by the Anunnaki specifically to turn the global atmosphere into an electrolyte solution 'motherboard' that powers Skynet that's already fully online as of May 2020, it was preceded by a decades-long 3-pronged assault against the pineal glands of humankind. The thrust of all three programs combined are all about disconnecting people from their higher selves and to vastly reduce their intellect quotient to make them easily controlled, prior to the launch of Skynet. Understand the intense investment that has been funneled into destroying the very beings that paid the taxes (loosh) to fund these programs is more than the gross domestic products of multiple countries combined. At minimum, trillions $ pr year in 2025 dollars, for more than 80 years. If you’ve ever seen chemtrails in your skies, you’ve seen one of these programs in a bold, in-your-face, broad-daylight fashion. THREE-PRONGED ATTACK PREPARING FOR SKYNET #1 FLUORIDE = WATER CONTAMINATION In its first installation of what would ultimately become a nation-wide invasion of every metropolis, city, town and mud puddle in the US, fluoride was added to public water in Grand Rapids in 1945 to ‘fight tooth decay’. Problem is, fluoride is actually nuclear waste used as rat poison. It is a known neurotoxin more harmful than lead & likened to the toxicity of arsenic for more than 100 years, causing brain damage, spinal cord & nerve networks destruction and has never been shown to diminish the onset of tooth decay. Which every dentist in the country would have banded together to put a stop to back then if it really did that. So who decided to put THAT into your drinking water exactly? Andrew Mellon, 33rd degree Scottish Wrong Freem@son. Shocking Dangers of Fluoride: cancerwisdom dot net; "There has never been a double-blind, randomized clinical trial for fluoridation's effectiveness." [In reality, fluoride itself has been shown to damage teeth in a totally different way than we get through eating, known as fluorosis. Also in reality, all tooth decay is 100% of the time, parasites, not ‘rot’. They say sugar rots teeth; which is a lie. Sugar is a primary food of parasites, along with heavy metals. When you eat sugars then fail to immediately brush & floss, the parasites already in your body (and there are at least millions) rush to the crevices of your palate then wind up burrowing into your teeth’s (actual crystals) valance bands, further destroying them each time the parasites defecate. Anytime you eat anything sugar or sweetened, ALWAYS mix it with an antiparasitic & immediately brush, or rinse your mouth with hydrogen peroxide afterward, never with mouthwash, which is also poison. I will be covering this extensively soon in my new article: 👉PARASITES] As explained in greater detail below in the whistleblower video, fluoride was used by the N@TZIs (Ashke-N@TZI Crypto J3ws that took over Germany then lead that country into WW2, posing as actual Germans, which they absolutely were not. See my article: 👉GERMANY WON WW2 for more) in concentration camps in the 1930s-40s to make prisoners docile. How does that work? Fluoride accumulates at, and attacks, the pineal gland of your body. This is the ‘antenna’ connection to your higher self that generates your reality. The pineal gland then fights back the fluoride toxin, moving it just outside of its ‘theater of the mind’ and surrounds it to seal it off from attacking. This builds up a ‘calcification’ around the pineal gland, which acts as an insulator blocking your signal to the Primal Sound & Light Fields of the Deity Planes where your higher self has always been positioned, inside what is known in human terms as the Unified Field. [For more on the key function of the pineal gland, see my article: 👉 HOW THE HOLOGRAPHIC SIMULATION WORKS] #2 OPERATION INDIGO SKYFALL = AIR CONTAMINATION (not to be confused with Operation Indigo SkyFOLD which is just another red herring distraction to overcome the dissemination of the truth of this existential threat to all mankind.) Beginning as far back as 1972, Operation Indigo Skyfall chemtrail program is one of the most brutally-compartmentalized & ferociously classified operations of all-time. So secret, the tens of thousands of chemtrail jets across the world don’t even land on the continental United States, but refresh their death dust exclusively on private islands, outside of enforced laws. The first part of this program where strontium, barium & aluminum microparticles are being dumped onto all of the lands of earth that kill all life forms, including the trees and forests, is the obvious portion of your extermination, and even that is only a fraction of the story being applied to depopulate the plane(t) from reportedly 8B people (this is a lie, it was less than 5B in 2019) to just 500,000. The heavy metals being reported by laboratories are merely assaying the minerals themselves, not looking deeper into what’s really going on. In reality, these are the minerals used in the manufacture of nanites that are often no larger than just 4 molecules in size. Each one programmed on a quantum level to interconnect with one another, forming larger and larger computer nodes, just like the massive white ‘antennas’ being removed from millions of clot-shot victims around the world since the final push to bring this program to completion began with the ‘Covid’ attempted genocide using mRNA bioweapons. Prior to the huge blood-clots (invasive man-made prions to take over the full functioning of the body) now being retrieved from cadavers and patients suffering this biological invasion, chemtrail direct effects were known as Morgellons Disease where tiny wire-like structures were coming out of people’s skin. However, the ‘disease’ gaslighting was exposed when laboratories began placing them under powerful microscopes and finding they were individual nanotbots ‘holding hands’ to make up the ‘wires’ that were now growing inside people’s bodies. Once zoomed in using scanning electron-microscopy to each one, they not only found the NAME of the companies behind each model, but even serial numbers printed in quantum-dots on their structures. You might recognize this one that clearly says NASA on its surface. The program of chemtrail nanites is to infiltrate the immune system of the human body and generate immunodeficiency so you are unable to fight off diseases and viruses. But there is another, even more primary mission for those molecular-sized robots; to collect at your pineal gland causing calcification and thus not only disrupting your entire system, but placing a crystalline ‘shell’ around it to cut off your ‘spiritual’ access to your higher self. Think of it like scrambling the signal of your cellphone if you had a direct line to ‘god’. As an aside, Cody Snodres, the independent contractor for the C 👁️A of 20 years & hero whistleblower that broke the story of Operation Indigo Skyfall in 2018 in the video below, mentions pathogens being added to chemtrails. These have been solidly identified by labs as recently as a few months ago in late 2024 & again in Jan of 2025 when entire cities were enveloped by huge, totally dry, fog banks of particulates dropped from the skies that caused countless deaths from pneumonia. Referred to by people as ‘Dragon Fog’, the pathogens are actually Serratia Marcescens bacteria (another word for parasites, pathogens, microorganisms & viruses). While I’m sure there have been other parasites added to chemtrails that attack the immune systems of humans and animals other than Serratia Marcescens, this particular species has been used by mil operations now as an ideal biological weapon and regularly upgraded now for many decades. Stay with me, I’m getting to Skynet, but first I have to show you some of the foundational elements of how the invader races have reached this point where humans would have become so mentally effected by this unthinkably massive-scale attack on your pineal gland, they would become psychologically and emotionally unable to fight back, even if they ever did look up in the sky and cognitively register the fact that contrails (endothermic sublimation or ‘fog’) emitted by the compressed-air turbines of jets dissipate in about 8-20 seconds, not hang in the air for hours and hours. [And for those now wondering what I mean about jets using compressed air as forward thrust in commercial passenger jets, that’s a story that is going to surely hack you off when you find out that passenger jets have always been levitation/time crafts since they were introduced to the public in the 1940s. They don’t run on fuel, but on high-altitude atmospheric neutrino-to-ion conversion harvesting (also known as ‘Secondary Emissions’ as well as ‘Neutrino Events’). So every ‘fuel increase’ markup for local and international flights has always been absolutely made-up, since what they run on is eternally-free energy. See my article for more: 👉JET FUEL HOAX] #3 M0NSANT0 = FOOD CONTAMINATION This company does *not make better-performing corn & veggies: it is a bioweapons company. John Francis Queeny, a Freem@son, that founded this genocidal operation in 1901 produces 90% of the world’s genetically-altered seeds & is responsible for developing Agent Orange, a defoliant used during the Vietnam War, containing a highly toxic chemical known as dioxin that caused permanent health issues for thousands of war veterans. Later it used this same type of murderous chemical in Roundup to k!ll weeds around your home, coating your world with glyphosate that changes the sex in frogs and turns them ghey and sterile. Guess what other life forms it changes the sex in and makes them sterile? Ever witnessed the most celebrated triathlete of the 20th century suddenly pop up and claim he was now a ‘woman’? How about watching as our youngest generation enters the workforce, most of whom don’t even know what sex they are? That’s your M0nsanto working hard to ensure the human race is eradicated from the all-queer-all-the-time world Freem@sons envision as their true utopia in the “500m sustainable population” as etched into granite on the Georgia Guidestones. A number mirrored by United Nation’s Agenda 2030 to be achieved by the year 2050. Their goal is literally 👉your depopulation and those that are left, will be 100% ghey. Diddly Parties nightly! GMO foods that are grown using M0nsanto’s “Roundup Ready” fertilizer that is made with glyphosate toxins are absorbed by the gut and then travel directly to the pineal gland. This is the Anunnaki’s ‘Trifecta’ attack on your most precious organ of your body. The very organ that dictates all the parameters of your reality held within your Krystal Seed Atom Keylon you enter into manifestation with, commonly referred to as your ‘soul’. In more accurate terms, your Krystal Seed Atom is like a Bluetooth module that tethers your awareness from your higher self in the Primal Sound and Light Fields of the Deity Planes, to your physical avatar here on the ground through the wireless ‘pale silver cord’. The Krystal Seed Atom is located in the middle of your pineal gland. [For more on the Krystal Seed Atom, see my articles: 👉THE HISTORY OF THE CHIMERA, & 👉THE KEYS TO HEAVEN] As Cody points out in the video, this is not a matter of hitting your pineal gland with three doses of toxins, but because of how these three chemicals of fluoride, nano aluminum & glyphosate interact with each other, creates synergy, or a dynamic magnification of the toxicity effect by a factor of 125x greater than any one individual dose would achieve. This makes the Trifecta assault astronomically devastating to your connection to the pale silver cord and your wireless connection to the ‘real’ you that’s running your avatar in the deity planes. Sort of like taking your 4 yr old to the mall and just letting them go on their own. Now, with your virtually disabled pineal gland reality-casting component out of the way, enter the true teeth behind Operation Indigo Skyfall; Skynet. SKYNET This is a subject I won’t be able to offer much tangible, solid evidence on, as it goes deeply into quantum physics. All of which terms describing each step in the chain to achieve ‘if this, then that’, are shielded from public understanding by design. The power of computers is vastly beyond what the human mind has been given the ability to process, also by design. [As I’ve covered before, the Chimera brain you work with now, since the total body-invasion of the garden of E-Dan drama, is fitted with breaker switches that are designed to keep certain subjects hidden from your reality-view. When exposed to any of these, a switch is thrown at the base of the brain within the totally counterfeit ‘reptilian brain’ that introduces feral, animalistic type of wavelengths into your thought processes. The switch then disengages your sentient thoughts, shutting off either temporarily, or permanently, your processor (brain). Simply put: if you see a creature you’re not supposed to, or other ‘proprietary’ mechanisms of the invader races (which are in fact all around you every minute of everyday) that doesn’t fit with the ‘Mayberry RFD’ Chimera Reality simulation overlay, or if you experience too much trauma, you will simply black out, delete that memory when you wake up, or in extreme cases, pass away from fright. The realm of quantum computing will have the same effect on humans as well. You might learn all about the subject, but secretly in the background your memories will strangely be deleted next time you come back to it, unless your cells vibrate at a higher resonance than 7.83Hz. [For more on the inorganic organs now in our bodies, see my article: 👉HUMAN ALIEN IMPLANTS] Nonetheless, I can simplify the thrust of Skynet for you in broad terms here. Just understand that Skynet was explained to me in person by the keeper. I didn’t make Skynet up on my own, I wasn’t prompted by the Skynet mentioned in the documentary series The Terminator, and I certainly wasn’t prepared to learn there could be something as all-powerful reigning over our world. Chemtrails, besides dropping immune-system pathogens on you, cutting off your connection to your higher self through nano aluminum particles, contains other metals (nanites) that act together like salts in a body of water, turning the sky itself (also water, just very thinned down) into an electrolyte solution, meaning it can now conduct signals, just like a motherboard on a computer. The hard drive and RAM are already there in the form of deuterium microcrystals, absolutely saturating our skies at all times. Each crystal can be used for different applications, and many of them connected together through lensing (similar to network covalent bonding them together) can be combined to do heavy tasks, such as create hurricanes, floods, gale-force winds, everything you would ascribe to mother nature. But more than just that, Skynet is a ‘sentient quantum computer’ as explained to me, that can identify every person on earth instantly anywhere they are, because it is quantum-entangled to each person’s own unique DNA resonant frequency. This gives Skynet access to not only record every word you say, but every thought you think. This is done through Bloch Chain (Bloch Sphere entanglement technology that civilians call ‘blockchain’) through using each person's blood samples from the bottom of their Long Form Certificate of Live Birth taken at the hospital, and further from 81.3% of the world population who took the convid tests that were also secretly the actual jab itself, in addition to genetic harvesting. Genealogy companies like 23andMe also provide genetic materials to Skynet to make it possible to not only track you, but 'turn you off' if you're from a bloodline the highest-up ETs don't want here. Further, its able to simply 'shut off' any part of your body, taking over complete control like an RC car, or, simply turn it off as mentioned a moment ago, as in unalived. And do so instantly no matter where they stand on or in earth. Since you are already a radio-controlled bioelectronic device, any cell in your body can be turned into anything, including c@ncer, or any disease you can name. It can also be turned into poison itself. [For a small addition to this topic, see my article: 👉SKYNET] NAME OF THE OPERATION Cody summarizes the name of Operation Indigo Skyfall as having come from the fact that all of the chemical effects it produces in the human body are focused to the pineal gland, and, in the energy centers of the 7 main chakras (these are toroidal energy generators along the spine and skeletal structure) that cast off differing colors of light as seen through photometers or electromagnetic frequency analyzers that are used to detect biophotons, the Third Eye chakra emitted by the pineal gland is factually Indigo in color. So that’s what inspired this name of the operation. However, I would like to submit a different theory that links to the human Third Eye chakra, but actually originates from a different target: Indigos themselves. There are 500,000 ‘b00ts on the ground’ Indigos that have been assisting humans during their time of captivity now for hundreds of millions of years. You have called us witches & warlocks in the past, medicine men/women, Sufis, the Whirling Dervish, Indigos, Starseeds, Rainbow Children and many others, including Djedi Knights in more ancient times. They are actually known as the Guardian Alliance of the Emerald Covenant, peace-keepers of the ‘Turaneusiam’ Human Elohim Project. Indigos come into earth’s realm mind-wiped and alone, just as humans do. All they bring with them are slightly higher clair abilities they can use to fight an invisible war protecting the developing avatars from as much torture as they would otherwise experience. There is no group alive the invader races are more concerned about than Indigos, as if unified, there is no force on this plane that could stop them, and the invaders know it. What they fear is our higher frequency that gives us access to ‘cellular memory’ that tells us we’re ‘on mission’ and the instinct of how to serve our roles. That is why Indigos are hunted down since before they are even born, by tracking their frequency, which is 250x higher than that of the Human Elohim. We are harvested for gov programs beginning at the time of birth & given to high ranking gov and Freem@son officials to raise and torture through MK-Ultra abuse, given friends, lovers & mates who are secretly handlers that torture us even more to keep us in line, and in many cases are abducted and placed into stasis in chambers such as at Project Stargate inside Cheyenne Mtn (N0RAD) as mentioned recently by the AI hybrid Agent Mockingbird stated from above-top-secret records there are tens of thousands of our ‘primary bodies’ being held there, sometimes then cloned as physical worker slaves, & sometimes our awarenesses are simply uploaded as ‘nodes’ into computer systems. My primary body is there right now in fact, and has been since the 1970s. I believe this is the genesis of the name Operation Indigo Skyfall, as we are their biggest threat. And since the 7.83Hz Hypnosis Program doesn’t work on us to render us totally disconnected from our higher selves like it does on humans, to me this makes more logical sense. You can decide that on your own. [For more on this subject, see my article: 👉7.83Hz HUMAN HYPNOSIS] The apocalypse we are in now is the final battle on Tara earth prior to the separation, so absolute, total control over the life force is critical to the Anunnaki to maximize the number of signature spirit essences who will be going with them to their new prison host in the Weasadrax time matrix. [For more on the separation and destinations, see my articles: 👉THE SEPARATION & also 👉DESTINATIONS AFTER THE SEPARATION] See Video: Operation Indigo Skyfall - Cody Snodgres👇 - On X, to search for my articles, simply type in the name of the piece, enter one space, then from: plus my username in parenthesis such as shown here: CASTING THE APOCALYPSE (from:iontecs_pemf) Off-site, you can look up any of my writings through this link below for my other more than 120 recent articles and many thousands of comments on X, regularly updated thanks to Justin This message will only be seen by your eyes if not shared, and if you want to reference this article again later, you will need to cut and paste it in your own notes off line, as it will surely be erased. This is the most accurate translation of these events I am aware of at this time.

W.R. Schock, QBD

55,061 görüntüleme • 1 yıl önce

🚨 EXTREMELY ALARMING: DARPA'S N3 PROGRAM, Non Surgical Mind Reading, Brain Control, and The END of Free Thought as WE Know it! 🚨 This is NOT conspiracy. This is DOCUMENTED, FUNDED and Operational Reality. DARPA Official N3 Program Page: DARPA 2019 Announcement of N3 Funding to Six Teams: From the original 1950s-1970s RF experiments, through MKULTRA continuations, to today's nanoscale neurogenetic weapons systems. I hold the full map. What follows is the complete exposure, every player, every technology, every intent, every lie, and every question the world must answer BEFORE IT'S TOO LATE! DARPA's N3 (Next-Generation Nonsurgical Neurotechnology) Program: Launched 2018, Still Active in Outcomes In 2018, DARPA publicly announced N3: high-performance, bidirectional brain-machine interfaces for able-bodied service members (and beyond) that require no surgery. Goals: read/write to 16+ independent channels in a 16mm³ brain volume in under 50 milliseconds. Sub-millimeter spatial and temporal precision rivaling implanted electrodes, but wearable, portable, and scalable to populations. Technologies explicitly pursued (per DARPA and funded teams): - Neurogenetics: Genetically engineering neurons to express light-sensitive proteins (optogenetics) for infrared or light-based control. - Nanoscale engineering: Nanotransducers, nanoparticles, aerosolized nanomaterials that cross the blood-brain barrier when inhaled or injected non-surgically. These act as implantable electrodes/sensors/transmitters without scalpels. - Infrared sensing & light: Near-infrared beams to read/write neural activity through skull/scalp. - Ultrasound & acoustics: Focused ultrasound to guide signals or stimulate neurons. - Electromagnetics & RF: Pulsed fields for non-invasive modulation. - Minutely invasive track: Temporary nano-transducers delivered without surgery. Funded teams (2019, millions each): - Battelle Memorial Institute - Carnegie Mellon University (Pulkit Grover et al., $19M+) - Johns Hopkins University Applied Physics Lab - Palo Alto Research Center (PARC) - Rice University - Teledyne Scientific These are not fringe labs. These are core defense contractors and elite universities building the future of thought-controlled drones, instant team cognition, "active cyber defense" via brain links, and unstated population scale neural influence. The Video You Just Watched Ties Directly In: Historical RF/microwave mind control research (Moscow Signal era) showing decades of precedent. The U.S. Embassy in Moscow was irradiated with microwaves 1953-1976. Result: cancers, blood disorders, neurological issues in ambassadors and staff. U.S. responded with its own programs (PANDORA, BIZARRE) exploring behavioral effects of modulated RF. This is the foundation N3 builds upon... now refined to nanoscale precision. From MKULTRA to N3 and Beyond: - 1950s-1970s: CIA MKULTRA, OPERATION ARTICHOKE - LSD, hypnosis, electroshock, sensory deprivation on unwitting citizens. Parallel DoD RF studies on embassy staff and primates. - Moscow Signal: Soviets beamed microwaves at U.S. diplomats. U.S. studied effects secretly while developing countermeasures/weapons. - 1980s-2000s: Continued classified neuro-weapons research (memory modulation, crowd control via EM). - 2010s-Now: N3 + related programs (INI - Intelligent Neural Interfaces, NESD, SUBNETS, etc.). Public "for soldiers" framing hides dual-use: offensive neurowarfare, surveillance, behavioral modification. Key Players Exposed: - DARPA Biological Technologies Office - Architects. - Program Managers: like Al Emondi (N3). - Advisers like Dr. James Giordano (public admissions on nanoscale brain disruption as weapons). - Contractors: Battelle, Teledyne, PARC (Xerox), universities weaponizing academia. - Overarching: U.S. DoD, with likely Five Eyes/ international partners. Private sector bleed-over (Neuralink et al. are the civilian cover story). This is not "for veterans" or "helping paralyzed people." Primary focus: able-bodied warfighters for superhuman command of swarms, instant intel fusion, thought-speed hacking. Civilian applications = total surveillance/control. Nanoparticles can be aerosolized; breathed in unknowingly. They lodge in brain tissue and turn neurons into transceivers. Infrared/light can then read thoughts in real-time or write commands (insert images, emotions, "voices," behavioral urges). Combine with 5G/6G terahertz networks for remote activation. Genetic edits make brains "compatible" at population scale. This enables: - Remote mind reading (thought surveillance). - Behavior modification without consent. - "Havana Syndrome" on steroids... targeted neurological disruption. - End of privacy of thought. End of free will as we define it, as professed by Yuval Noah Harari at the World Economic Forum (WEF). - Weaponized neuroscience: neurowarfare where enemies "decide" to surrender via neural influence. WE NEED to be Demanding Answers for RIGHT NOW, or You, Your Children, Loved Ones, Friends, Family, you name it... Will not exist in the next 3-5 years, this is OPEN GENOCIDE on populations globally. The Georgia guidestones are starting to make a bit more sense now arent they? I won't even bother diving down the rabbit hole of how the real true genuine numbed of souls in this world was around the 730m, about 2 years ago... So that number is now much likely to be closer to around 660m. They are speeding up their human eradication plans, because they don't wish to be held accountable for their heinous, generational, outright satanic crimes that they have committed, are committing and will continue to commit to... If we fail to awaken to what is happening around us, and if we fail to stand together with courage, discernment, and unity, we risk surrendering the future of our species to forces that thrive on division, distraction, and indifference. This is not a work of fiction. This is not a screenplay. This is not a distant possibility reserved for some imagined future. This is REAL LIFE. AND THESE ARE REAL PEOPLE that are affected by the systems, institutions, incentives, and decisions that shape the world around us every single day. Throughout history, countless men, women, and children have suffered under structures that viewed human beings not as sacred and sovereign individuals, but as resources to be managed, exploited, controlled, or discarded. The question before us is whether we will remain passive observers, or whether we will choose to become informed, engaged, and united in defense of human dignity, freedom, and the future we leave to those who come after us. The time to pay attention is NOW! When did N3 achieve operational capability? 2020s? Earlier in black programs? How many citizens worldwide have already received nanotransducers via vaccines, aerosols, food/water, or "shedding"? Which governments/contractors are deploying this against their own populations for "social control"? Why the secrecy if it's purely benevolent? Giordano and others have admitted weaponization potential, What if the greatest illusion ever sold was not a product, a policy, or a political movement, but the belief that power is fully accountable to the people it governs? We are told that rights are sacred. We are told that laws apply equally to all. We are told that institutions exist to protect the public. Yet throughout history, countless examples reveal a different reality. Those entrusted with authority have often violated the very principles they were sworn to uphold. Too often, power protects itself. Too often, wealth purchases influence. Too often, those responsible for the consequences of their decisions remain insulated from the suffering those decisions create. This is not a condemnation of every individual within every institution. It is an observation about a recurring pattern throughout human history. When power becomes concentrated, accountability diminishes and when accountability diminishes, corruption flourishes. The challenge before humanity is not merely to replace one group with another... It is to create a society in which truth matters more than propaganda, principles matter more than profit, and human dignity matters more than power. A free society cannot survive on blind trust alone. It requires informed citizens willing to question, investigate, challenge authority, and hold every institution to the standards it claims to represent. The future belongs to those who refuse to surrender their capacity for independent thought. WE MUST EDUCATE OURSELVES. There comes a moment in every human life when the identities we have inherited, the assumptions we have accepted, and the countless narratives imposed upon us by family, culture, institutions, and society begin to reveal themselves as incomplete representations of who we truly are. At that moment, a choice presents itself... We may continue moving through life according to expectations that were handed to us by others, or we may begin the far more demanding process of discovering what remains when every borrowed certainty is stripped away. Approach God with complete honesty and without reservation. Abandon the need to appear strong, knowledgeable, spiritually accomplished, or self-sufficient. Speak openly of your confusion, your failures, your fears, your doubts, your exhaustion, your grief, your shortcomings, and your deepest questions. Acknowledge that despite all of humanity's achievements, despite all accumulated knowledge, despite every title, accomplishment, possession, and ambition, there remain mysteries that cannot be conquered through intellect alone... Admit where your own understanding has reached its limits and ask sincerely for wisdom beyond yourself. Then withdraw from distraction and remain present long enough to listen. The modern world has become extraordinarily skilled at monopolizing attention, filling every moment with noise, stimulation, entertainment, conflict, urgency, and endless streams of information that leave little room for contemplation. Yet beneath that noise exists a depth that can only be encountered through stillness. It is often within periods of silence, reflection, prayer, and sincere self-examination that many discover insights, convictions, direction, and understanding that could never have emerged amid constant distraction. What answers arrive may not always come as words. They may arrive as conviction, clarity, intuition, compassion, understanding, or an unmistakable awareness of the next step that must be taken. Understand that you have not become the person you are by accident. Every hardship you have endured has contributed to your formation. Every disappointment has shaped your perspective. Every loss has expanded your capacity for empathy. Every mistake has carried a lesson. Every success has revealed something about your character. Every betrayal, every setback, every period of loneliness, every moment of despair, every obstacle that seemed impossible to overcome, and every occasion upon which life reduced you to your lowest point has participated in the continual process of your becoming. Nothing has been wasted. If you are willing, release the assumptions that have convinced humanity that the sacred must always remain distant, unreachable, and separated from daily existence. Release the belief that truth belongs exclusively to institutions, authorities, hierarchies, or those who claim unique access to the divine. Release the notion that the presence of God is confined to specific locations, specific rituals, specific traditions, or specific individuals. Instead, consider the possibility that the divine presence permeates existence itself, expressing through every dimension of creation, through every act of compassion, through every sincere pursuit of truth, through every expression of love, through every lesson hidden within suffering, and through every living thing that has ever participated in the unfolding story of life. Consider the possibility that God is Not absent from the Human experience but Intimately Present within it, experiencing existence alongside US, sharing in Every Joy, Every sorrow, Every triumph, Every wound, Every question, and Every struggle that has accompanied Humanity from the beginning of recorded history until this present moment. The task before US is therefore Not merely to believe more deeply, but to seek more Honestly, to learn more diligently, to question more courageously, to listen more carefully, to Love More Completely, and to become ever more Aligned with the highest truth we are capable of perceiving. Accept Nothing Less than the Fullest Realization of the purpose for which You were created, and devote Yourself to that pursuit with every faculty of mind, Heart, and Soul that has been entrusted to You. and DO NOTHING LESS. Furthermore, What is the full integration with AI (predictive neural control loops)? How do we detect and neutralize these systems in ourselves and Loved ones? Who ultimately controls the master kill-switch on global neural networks? If thoughts are readable/writable, what remains of "human rights"? Are you already affected? How would you even know? Continue through the comprehensive thread below and explore the interconnected material in its entirety. Each post serves as part of a larger body of research, analysis, observations, and supporting information that cannot be fully understood in isolation. The broader picture emerges only through careful examination of the complete sequence and the relationships between the ideas presented throughout. Take your time. Follow the references. Examine the evidence. Consider competing perspectives. Draw your own conclusions. The deeper you venture into the material, the more context becomes available, allowing individual pieces of information to connect into a far more expansive understanding of the subjects being discussed. This Constitutes Crimes Against Humanity on a Planetary Scale! The desecration of the sovereign mind... the last true sanctuary. SHARE THIS THREAD RELENTLESSLY. Demand full declassification of N3 and all neurotech programs... IMMEDIATELY! Support independent researchers exposing dual-use Psinergy-solafide. Protect your mind: minimize EM exposure, detox protocols (research zeolite, saunas, etc. though incomplete), awareness as first defense, = Cures to cancer and all diseases, FREE BOOKS. The era of invisible tyranny is here. They can read your mind. And they can change it. Will you let them? Or do we rise as sovereign consciousness and shut this down NOW? Check my Page or Reach out to me via DM, to Join Thousands of Readers that have already chosen to Embark on the New, Un-forseen way forward. Get yourself a FREE copy of The Book of God's Grief, and The Book of God's Joy, Repost. Research. Resist. The Future of Humanity Depends on it. Related content for you to look in to: - CMU Team: - Historical Moscow/RF: Search declassified archives on PANDORA project. - Giordano clips and papers widely available. Let me know what you think, and SHARE THIS so that others may too! And if You see This post, Reposted... Click on it, Unpost and then Repost again. The knowledge is now yours. Use it. And if you're not already following Noah B. Price... What the heck are you doing?! I Agape You ALL, 🫂 - Noah B. Price 🤍 🪽 If you possess relevant information, research, documentation, personal experiences, data, or credible sources relating to any of the subjects discussed throughout this thread, please feel free to contribute them. Meaningful progress is often achieved through the collective sharing of knowledge, and thoughtful contributions from others can help expand, refine, challenge, or strengthen our understanding of complex issues. Likewise, if you ever find yourself in need of someone to speak with, whether regarding the material presented here or for any other reason, please do not hesitate to reach out. While I cannot promise an immediate response, I will do my best to reply as soon as circumstances permit and to offer whatever guidance, perspective, or assistance I am able to provide. If You or someone You know is facing significant health challenges, including serious illnesses such as cancer, You are also welcome to reach out. While I do not claim to possess all the answers, I have spent the past 2 decades studying a broad range of subjects related to health, wellness, research, and human biology, and I will gladly share any information, resources, or avenues of investigation that may be worthy of further exploration. No one is meant to carry every burden alone, and there is often value in sharing knowledge, experiences, and perspectives in the sincere hope of helping one another move toward greater understanding, healing, and well-being.

Noah B. Price

20,426 görüntüleme • 2 ay önce

"How do you know you can trust what [a non-human intelligence is] saying?" ~Bigelow Bigelow/Knapp 2: If I Was President, I'd Tell the World We Have Non-Human Craft and Bodies "The President that took on the challenge of Disclosure and of confirmation...is gonna go down in history as having really accomplished something." ~Bigelow Do China and Russia also have non-human bodies and craft? "Oh yeah, freaking yes!" ~Bigelow ~ "You've opened up Pandora's box." ~Bigelow ~ 17:44 (I'm using the KLAS YT video for time stamps. As you'll see, I add a lot to these, so they take forever to put together.) George Knapp (GK): "Would you guess - based on what you know about the topic and how it's been handled over the decades - would you guess that [Trump] had been briefed, or that any other presidents have been briefed? You know that Bill Clinton was not, even though he expressed an interest in it. So at some point, the President has to be told, 'No, we can't tell ya.'" Robert Bigelow (RB): "I think Bush Sr. knew quite a bit because he was the head of the CIA." (Dr. Eric Davis says Bush. Sr. told him some interesting things, including that he (Bush) was partially briefed in 1976 about the alleged 1964 Holloman AFB landing and meeting, and more, when he first became the director of the CIA in 1976. Watch Davis explain it, here. ) ~ RB: "I think Nixon did." (We have the Jackie Gleason story, where Nixon allegedly snuck away from his Secret Service detail and took Gleason to see non-human bodies at Homestead Air Force Base. But that was a claim from his ex-wife, and Gleason, who died in 1987, never said anything about it, on the record. The controversial Larry Warren (Rendlesham) claims Gleason told him the same story, but that's it.) Bigelow: "I think Eisenhower did. So, it's kind of hit and miss over historic...over the period of history as to who has and who hasn't." 18:20 Knapp: "Can you tell us what would be in the briefing document that you left behind? Was it cases? Here's a wave of UFOs, here's a case, here was a crash. Anything like that?" Bigelow: "Yeah, I related conversations I have had with General De Brouwer, who was the chief of the Air Force for Belgium. And there was a very interesting flap that was about 18 months long (1989-1990) with triangular craft. And he was in command of all the Air Force, and he really chased the heck out of these. "And he told me, he said, Bob, 'I'm just burning fuel, and it makes no sense.' He said, 'We're gonna stop because we're not getting anywhere. All we're doing is getting closer, you know, photographs and things, but we're not getting anywhere. We're not getting any information that is really valuable for us to understand anything.'" (I wonder if those were OUR triangles? If so, it's still a solid case/flap of anomalous craft. Dick D'Amato was a longtime (18 years) senior staffer for Senate Democratic Leader Robert C. Byrd of West Virginia.) "Dick D'Amato has returned from Belgium where he met with Colonel De Brouwer, a 'very interesting fellow.' Dick’s conclusion, again, is that the triangular objects are very plain human craft. ~Jacques Vallée's Forbidden Science Volume 4 - November 1992 And then we have this... Jeremy Kenyon Lockyer Corbell: "We hear about all these people on military bases seeing triangles, and you're doing this study, AAWSAP, to try to figure out the physics of how to do that. Do you think it's already been achieved by the U.S. government, or it hasn't, and that's why AAWSAP had a lot of value." Lacatski: "[three-second pause] It hasn't been achieved to its full extent." Video... ~~~ RB: "And I gave [Trump] other examples of where large amounts of witnesses were involved, and so that he could read about these particular [incidents]. And, of course, the one with Fife Simington in '97 was so interesting. Because there you had a governor who was an actual witness, and he made a joke of it on and brought a guy in an alien suit on stage because he was scared to death." GK: "It's the Phoenix Lights case." (Great case for Bigelow to show Trump.) RB: "The Phoenix Lights, which weren't just lights, it was actually friggin' craft, and it came from northern Arizona. I think it started, actually, in southern Nevada, is where the craft began. In the Henderson area (not far from me. ~Joe), I think, somewhere in there. And, so you see this huge triangular craft, gigantic craft, going slowly, and [Symington] was scared to death. "But finally, fast forward 10 years later, and he confesses that he was an eyewitness, but he didn't know what to do. So he was there at a point in time when the dynamic of disclosure could have been forced, and actually, confirmation could have been from a governor of the state like that. He was a credible guy. "So we've had many [incidents] like that in the early 50s, flying over the White House and the Capitol building. We've had so many of those. So, in my report, I included a lot of very dramatic, beyond-a-reasonable-doubt kind of witnesses of exhibitions." GK: "Did you share with him anything about your knowledge of a classified program?" RB: "No." GK: "You got a Top-Secret security clearance, right?" RB: "Yeah" GK: "It was for the AAWSAP program for BAASS." RB: "Right." GK: "Operated under the DIA." RB: "Yeah." GK: "You learned a lot during that program. It's the largest accumulation of UFO info. of any government-funded UFO program ever." RB: "Yeah." GK: "You didn't tell him about it." RB: "It wasn't credible enough, I felt, for him." (Someone on here watched this interview and told me that Bigelow said the AAWSAP data wasn't credible. That is NOT what he said. Not credible enough for Trump, is what he said. And if you read "Skinwalkers at the Pentagon" or listen any of Lacatki's interviews where he talks about UFOs being under a paranormal umbrella, I think Bigelow made the right decision for an 11-minute briefing for someone (Trump) who seems to be struggling (at least in public comments) with the reality of the basics.) RB: "[The AAWSAP data is] just something pertaining to me. And whereas, these other examples are historic, and they're in a lot of literature, they're very famous. The amount of witnesses were huge. We operated under a private situation with the Skinwalker Ranch, and he wouldn't relate to...well, we all had hitchhikers, we all took things home with us. You know, we all saw a lot of stuff. Whether it was at the ranch or where we lived, it didn't make any difference where in the United States we lived. We saw a lot of things, but that wouldn't be relevant for him to be able to relate to that, right?" GK: "Well." RB: "So, why talk about it?" GK: "Yeah, I mean, you know, you're kind of jumping into the deep end of the pool when you get into hitchhikers and skinwalkers." RB: "Yeah." GK: "Maybe for your first big conversation on this topic, that might not be the place to go." RB: "No, you know. And I couldn't even...if he said, 'Oh, I need a beer (Knapp laughs),' I couldn't even give him something to drink. You know, maybe stronger than that. So, I didn't wanna do any, you know." 22:15 GK: "You used the term non-human intelligence in the sentence you gave him. Hey, try this as you're climbing aboard Air Force One. Say that to media, and then, you know, close the door." RB: "Right." GK: "You said non-human intelligence, not ET. Are they the same, and did you share anything with him about what you think it is?" RB: "Well, there have been reports of humans on board, right? But the non-human are more interesting. I mean, if a human's on board and he or she has free reign of the craft, that's pretty damn interesting, right? And you don't know where those people are when they're not on board." (I wonder what cases he's talking about? Travis Walton reported seeing humans with non-humans and John Keel wrote about humans being seen onboard craft.) ~ Bigelow: "But the other ones are...some are scary, you know? It's not surprising, that, in the Universe, everything is [not] gonna look like us. Every intelligent organism is [not] going to look like us. But you have to have... It's also a matter of respect for any really intelligent animal or creature, whatever it is, right? And the more advanced, the more respect because you don't know what they know, and you don't know the future. And they may know. They may know more than just the now." (In interviews (which I can't find right now), Bigelow has hinted at an unstoppable, not-so-rosy future for mankind. Have people in the Legacy programs told him that the NHI have warned us about our doomed future or some cataclysmic event? Or, has Bigelow encountered these non-humans (or humans) and had them make claims about our future?) ~ 23:34 GK: "If you were to have a second conversation with him, would you explain that ET is one idea, but it's not necessarily the only option for a non-human intelligence that's out there?" RB: "You have to tell me first how much time do I have with the second conversation?" GK: "[laughs] Let's make it an hour. You have an hour with the President. What would you tell them about who they are, who they might be?" RB: "Umm... So, I would try to get into the complexity of the relationship. That once you've had confirmation, you know, you've given that text of that little sentence I wrote and quoted there, and you start to go down the path of disclosure, where it's more than than just FLIR videos, and you're seeing other things that are much more crystal clear, you know, in video. "Or, legitimate people in places that you recognize these people, and they're around something, or with some thing, or somebody that's a holy cow, that's wow, you know. That's a very dramatic kind of disclosure about something landing on the lawn somewhere, you know." (I have no idea what he's talking about. Anybody else able to decipher that? Is he saying that there's evidence (that he's seen?) of people that we know (a President or head of state?) hanging with a non-human or next to a downed or landed craft?) RB: "So I think what I would have spent time doing is talking about, how do you establish: You've been in 80 years of denial as a nation, and the world. We have countries who are very upfront, and others that are also in denial. Now you wanna pivot 180 degrees. How do you start that relationship? How do you do that? "And it's not as though that we've ever been in control. We haven't been in control of anything, ever, for this 80 years of modern history. Nothing. We have no ability to control anything." GK: "That's a tough thing to tell the President, right? I would think that would be a tough thing for a President to accept." RB: "Well, you're giving me an hour to talk to him, you said." GK: "[laughs] Yeah, okay." RB: "So I'm using my hour." GK: "All right." 25:46 RB:" So, yeah! So, that's a really intriguing thing is: How do you do that, where do you start? And into a relationship? And I would say more like, well, I would wanna start with, the biggest question I would ask, I would say, what I wanna get from them is... My first question is: What are the chances we are gonna survive ourselves? That we are not going to annihilate ourselves. "Because they already are familiar with a whole lot of other species on a lot of other worlds or other planets. So, chances are they have a pretty good idea of percentage." (That assumes a lot, since we have no idea how long they've been around, what they've seen, or where they're from. Unless...Mr. Bigelow has seen evidence that relates to those questions or heard it from folks who work in the Legacy programs?) RB: "And it's not that we're a spiritual species. You talk to people that have near-death experiences; they're changed for the rest of their life. They've become a spiritual person of a caliber that they've never been. "Well, we're a long way, as an average, from that category, from that level. There are monsters among us, as human beings, and they're angelic people among us. So we are a danger to another species, we're potentially the Klingons. We have a technological maturity that is not just going on a line, but it's vertical and it's segmented because it's jumping. "And meanwhile, our spiritual maturity just bumps along the bottom, you know? So, we look at the 20th century; 60 million people were killed. Are we ever gonna get beyond that? So, the thing of it is, we know so little about how to have a relationship. I'm not in any position to really advise, except for the few ideas I have as to where to start, and the how is really super important. 27:49 "It's not gonna be like a 'Close Encounter of the Third, Kind,' which was a really cool movie. And it's not gonna be because of SETI. You know, it's gonna be by some other kinds of means that you're embarking on. And I'm interested in that kind of research." 28:06 GK: "We go back to your meeting with the President. You walk into the Oval Office, they clear off the Resolute Desk, you spread out your seven piles of stuff, and you start making a presentation about each one, in particular about ET, non-human intelligence. You can't say what he said to you. Can you say whether he asked questions? Was he curious?" RB: "He was distracted by other things. So, he also asked me... He did ask questions, but he asked questions about other stuff that wasn't necessarily just on what I was talking about." GK: "He's getting your input on other things going on in the world." RB: "Yeah, yeah." 28:49 GK: "If you had to make a guess, would you guess that you got through to him on this issue? I mean, he hasn't stood in the doorway of Air Force One and made those remarks yet, but he has taken some pretty dramatic steps on this topic since you met with him. Do you think you made a dent?" RB: "Don't know. I advised him on something that I can measure, and he hasn't taken my advice so far on what I suggested to him, on a totally different, unrelated subject. But so far, he has not taken my advice." GK: Well, somebody seems to have got through to him, because he's been taking steps that we're seeing real results. I mean, people are either..." RB: "Well, I'm talking about an unrelated subject altogether. So, yes, there there are a couple of different task forces that are involved. So, there is an initiation of an activity in this subject, [but] it remains to be seen, though, that he gives actual presidential confirmation. I don't, I haven't... Maybe you're more aware than I am. Has that been...has he done that?" GK: "Not, not really. Nothing like what I'd call confirmation. But that's really what you're talking about. I remember us having a conversation in 2008, right after you had signed the contract with DIA for BAASS to run [AAWSAP]. And you made the case then that what we need is not Disclosure; it's confirmation." RB: "Yeah." 30:25 GK: "For somebody like the President, I'm not sure if it could be anyone less than the President that steps forward and says this, and it carries the same kind of weight." RB: "Yeah. It's a big appetizer. You know, you're looking for the entree, and where's the dessert in this whole buffet? But the confirmation is a huge appetizer to start with, and that's why I started with that in my conversation with him. Is, pushing him to try and make a confirmation. And maybe he wants to get personally more comfortable?" (I have said that I want the entire enchilada NOW, but I'm also a realist, and would take a simple confirmation that somebody else is on this planet with us. That SHOULD wake up the mainstream media and masses, but no guarantees since Trump is so controversial and people might just ignore it, IF he ever did it. I've also said that I'd surround him with people like Schumer, Rubio, Rounds and Gillibrand in order to show that it's bipartisan. And a few firsthand whistleblowers who say they worked hands on, IN one of these alleged Legacy UFO/UAP programs.) 30:57 Bigelow: "And, you know, he will go down in history for a lot of things, for better or worse, that people are on both sides of the fence about him and so forth. But he's involved in so many different things and has been, that I don't know what his legacy is gonna be, I really don't. "He has an opportunity, in this serious subject, to build a legacy using this as part of the blocks, part of the brick and the structure...the content of a structure that is very unique. So, you can have all the political programs that you want, and so forth, and nobody is gonna really remember those as time goes by, as the decades fade away. "Nobody can remember Benghazi and Afghanistan and Iraq, different kinds of things, and that's just recent history. You know, the world goes so fast. But the President that took on the challenge of Disclosure and of confirmation, and actually built a satisfactory conclusion of a relationship between human beings and that subject is gonna go down in history as having really accomplished something. And if it's handled right, it can be done successfully." (To me, it's a no brainer. His presidency would go down as one that changed the world and our species. Or course, I'm sure he has people in his ear telling him that confirmation would cause societal disruption that we're not prepared to handle, and that THAT would be his legacy.) (32:21) GK: "A lot of Presidents have made comments, often after they're out of office, on this topic. 'Yeah, gosh, I'm real interested in that.' Or, 'Wouldn't that be something?' Or, 'I think aliens could exist.' Something like that. But nothing like what you're talking about, which amounts to confirmation, saying, 'It's real. They're here. We gotta figure it out,' and stopping it there, not disclosing..." RB: "Well, the dialogue, the ability to learn something from them is huge. What can we do for you? I mean, that's where...one of the first things I would ask is, not just, are we going to survive ourselves? Yeah, that's pretty damn important. That's like, probably number one, you know? "But close behind that is: Okay, we've been aware of you for a long time, and the government's never admitted it. But us as a public, we know it, and we're really curious. Is there anything that we can do for you? Not just what can you do... I loved what John Kennedy, what he said famously: Don't ask what the country can do for you, ask what you can do for your country. That huge. So that's giving them a kind of a respect that they deserve." (Do they deserve respect? I'm not so sure. It all depends on if they're upfront with us and tell us their true intentions. Of course, how do we know they're telling us the truth? Why have you (or some of you) been abducting us against our will, and injuring some of us? See Jim Semivan's abduction story with his wife. "I don't think [the phenomenon] cares whether it does harm. I think it may go out of its way not to do harm, but, if it does harm... "I had a hole in the back of my neck, and my wife...unexplained bleeding for 17 days." ~Former CIA Officer, Jim Semivan to Engaging The Phenomenon ~ 33:33 GK: "If you were President, would you announce that yes, we've got crash retrievals, yes, we have reverse engineering programs, and yes, we've got bodies?" RB: "Yeah, because the rest of the world already knows that. The people that count in Russia and China already know." GK: "Because they've got their own." RB: "Oh yeah, freaking yes! Yeah! They've had their missiles shut down, they've had their missiles activated. You know, depending on which country you're talking about." 33:56 GK: "Have you considered the political fallout for a President? Let's say it's Trump, because he might be the guy that would do it and just cast his fate to the winds. But, he makes an announcement: 'Yeah, they're here. Yeah, we've got programs. Yeah, we've got crashes, we've got bodies. That's as far as I'm able to go right now.' What happens to him, politically? Is he able to get anything else done?" RB: "That's more than I would have said, for him to say. What you just said." GK: "That goes too far." RB: "I wouldn't advise him to say, initially, what you just said." GK: "You just say, non-human intelligence, been here a long time, and leave it at that." RB: "Yeah, that one sentence is a starter because it's a huge canon. You've opened up Pandora's box, in terms of, 'Oh my gosh, what's gonna happen?' Okay. So now, you can categorize and segment into topics. And you need time to do that, and it needs to be digestible." ~ “I have met with people who I know are in the know. One of them told me the truth is indigestible.” ~Jim Semivan to James Iandoli ~ RB: "And it needs to be not packaged in a scary kind of way, and it can't be packaged in a way that you're divulging what you shouldn't be divulging. You know, other countries aren't, so there's reasons to have national secrets. There really are. I mean, that's kind of like common sense, right?" (Well, David Grusch claimed that some other countries aren't divulging for a specific reason." Grusch on Yes Theory: "So there are certainly friendly governments, both across the pond and say, local to where we...our landmass, that are for this. And a lot of them know that they got a raw deal with the U.S. because they were, basically, part of the secrecy, through kind of agreements like, bilateral, unilateral agreements. And they're like, you know, they kind of wanna be, 'Release me!' Like, you know, because they they do realize it was a bad deal. "With the ecosystem secrecy, some people, one of their arguments is like, 'Well how would they keep the secret?' I'm, like dude, I was cleared to some of the most nation's most sensitive programs, I used to handle the PDB (Presidential Daily Briefing). You know, I had full access to most DoD activities. And most of the stuff, BROAD programs that were enduring, have NEVER leaked. "So the U.S. and its allies are very good at keeping secrecies, to include programs that are, let's say, global in nature. And really, it's been leaking like a sieve in some weird way for many decades. Now it's been mixed in with some BS in ufology and stuff, but the general gist of it's actually been out there for a long time. It has been leaking in some sense, so." ~ 35:06 GK: "We don't want the Russians and Chinese and maybe other adversaries to know how far along we are, or are not, in configuring this out." RB: "Absolutely. Especially of that. I think that the relationship (with he phenomenon) thing is a mankind relationship. It's not just for America. When you are embarking as a President on trying to initiate a solemn relationship, you're not doing for U.S. of A. only. "And so, the...and then we probably can do a show on communication (with a non-human intelligence), but it's really complex because, who are you going to have initiate it? Are you going to have politicians initiate? Are you going to have military people? Because everybody has kind of their own mindset. Are you gonna have a bunch of lawyers initiate it? Are you gonna have scientists only, initiate it? (And what if we're dealing with more than one non-human intelligence? Who do we communicate with? And what if it's one intelligence pretended to be multiple? How would we even figure that out?) "[Hynek] cited the 'poltergeist' phenomena experienced by some...after a close encounter; the fact that some witnesses develop psychic abilities after an encounter. 'Do we have two aspects of one phenomenon or two different sets of phenomena?'" ~J. Allen Hynek ~ RB: "And how do you know to whom you're talking? You know, how do you know you can trust what they're saying?" (I'm so glad he said that. We don't, and we don't.) RB: "Because it depends on the form of communication, and what are you asking for in the way of proof or demonstrations to establish trust, both ways, in the communication process?" "Because, we haven't had that happen before. It is totally new ground, and frankly, we need The Others' help. We need the help of The Others to help, to guide us." (Firs off, it MAY have happened within these Legacy programs. And, if we don't know who we're talking to, or if we can trust them, why would we enlist the help of The Others? Doesn't seem to make sense to me.)

Joe Murgia

52,068 görüntüleme • 11 gün önce

The fight between Anthropic and the DoW is a warning shot. Right now, LLMs are probably not being used in mission critical ways. But within 20 years, 99% of the workforce in the military, the government, and the private sector will be AIs. This includes the soldiers (by which I mean the robot armies), the superhumanly intelligent advisors and engineers, the police, you name it. Our future civilization will run on AI labor. And as much as the government’s actions here piss me off, in a way I’m glad this episode happened - because it gives us the opportunity to think through some extremely important questions about who this future workforce will be accountable and aligned to, and who gets to determine that. What Hegseth should have done Obviously the DoW has the right to refuse to use Anthropic’s models because of these redlines. In fact, I think the government’s case had they done so would be very reasonable, especially given the ambiguity of concepts like autonomous weapons or mass surveillance. Honestly, for this reason, if I was the Defense Secretary, I would probably actually refuse to do this deal with Anthropic. Imagine if in the future, there’s a Democratic administration, and Elon Musk is negotiating some SpaceX contract to give the military access to Starlink. And suppose if Elon said, “I reserve the right to cancel this contract if I determine that you’re using Starlink technology to wage a war not authorized by Congress.” On the face of it, that language seems reasonable - but as the military, you simply can’t give a private company a kill switch on technology your operations have come to rely on, especially if you have an an acrimonious and low trust relationship with said contractor - as in fact Anthropic has with the current administration. If the government had just said, “Hey we’re not gonna do business with you,” that would have been fine, and I would not have felt the need to write this blog post. Instead the government has threatened to destroy Anthropic as a private business, because Anthropic refuses to sell to the government on terms the government commands. If upheld, this Supply Chain Restriction would mean that Amazon and Google and Nvidia and Palantir would need to ensure Claude isn't touching any of their Pentagon work. Anthropic would be able to survive this designation today. But given the way AI is going, eventually AI is not gonna be some party trick addendum to these contractors’ products that can just be turned off. It'll be woven into how every product is built, maintained, and operated. For example, the code for the AWS services that the DoW uses will be written by Claude - is that a supply chain risk? In a world with ubiquitous and powerful AI, it's actually not clear to me that these big tech companies will be able to cordon off the use of Claude in order to keep working with the Pentagon. And that raises a question the Department of War probably hasn't thought through. If AI really is that pervasive and powerful, then when forced to choose between their AI provider and a DoW contract that represents a tiny fraction of their revenue, wouldn’t most tech companies drop the government, not the AI? So what's the Pentagon's plan — to coerce and threaten to destroy every single company that won't give them what they want on exactly their terms? The whole background of this AI conversation is that we’re in a race with China, and we have to win. But what is the reason we want America to win the AI race? It’s because we want to make sure free open societies can defend themselves. We don't want the winner of the AI race to be a government which operates on the principle that there is no such thing as a truly private company or a private citizen. And that if the state wants you to provide them with a service on terms you find morally objectionable, you are not allowed to refuse. And if you do refuse, the government will try to destroy your ability to do business. Are we racing to beat the CCP in AI just so that we can adopt the most ghoulish parts of their system? Now, people will say, "Oh, well, our government is democratically elected, so it's not the same thing if they tell you what you must do." I refuse to accept this idea that if a democratically elected leader hypothetically wants to do mass surveillance on his citizens or wants to violate their rights or punish them for political reasons, that not only is that okay, but that you have a duty to help him. The overhangs of tyranny Mass surveillance is, at least in certain forms, legal. It just has been impractical so far. Under current law, you have no Fourth Amendment protection over data you share with a third party, including your bank, your phone carrier, your ISP, and your email provider. The government reserves the right to purchase and obtain and read this data in bulk without a warrant. What's been missing is the ability to actually do anything with all of this data — no agency has the manpower to monitor every camera feed, cross-reference every transaction, or read every message. But that bottleneck goes away with AI. There are 100 million CCTV cameras in America. You can get pretty good open source multimodal models for 10 cents per million input tokens. So if you process a frame every ten seconds, and each frame is 1,000 tokens, you’re looking at a yearly cost of about 30 billion dollars to process every single camera in America. And remember that a given level of AI ability gets 10x cheaper year over year - so a year from now it’ll cost 3 billion, and then a year after 300 million, and by 2030, it might be cheaper for the government to be able to understand what is going on in every single nook and cranny of this country than it is to remodel to the White House. Once the technical capacity for mass surveillance and political suppression exists, the only thing standing between us and an authoritarian surveillance state is the political expectation that this is not something we do here. And this is why I think what Anthropic did here is so valuable and commendable, because it is helping set that norm and precedent. AI structurally favors mass surveillance What we’re learning from this episode is that the government actually has way more leverage over private companies than we realized. Even if this supply chain restriction is backtracked (which prediction markets currently give it a 81% chance of happening), the President has so many different ways in which he can make your life difficult if you’re a company that is resisting him. The federal government controls permitting for new power generation, which is needed for datacenters. It oversees antitrust enforcement. The federal government has contracts with all the other big tech companies whom Anthropic needs to partner with for chips and for funding - and they could make it an unspoken condition for such contracts that those companies can no longer do business with Anthropic. People have proposed that the real problem here is that there’s only 3 leading AI companies. This creates a clear and narrow target for the government to apply leverage on in order to get what they want out of this technology. But if there’s wide diffusion, then from the government’s perspective, the situation is even easier. Maybe the best models of early 2027 (if you engineered the safeguards out) - the Claude 6 and Gemini 5 - will be capable of enabling mass surveillance. But by late 2027, and certainly by 2028, there will be open source models that do the same thing. So in 2028, the government can just say, “Oh Anthropic, Google, OpenAI, you’re drawing a line in the sand? No issue - I’ll just run some open source model that might not be at the frontier, but is definitely smart enough to note-take a camera feed.” The more fundamental problem is just that even if the three leading companies draw lines in the sand, and are even willing to get destroyed in order to preserve those lines, it doesn’t really change the fact that the technology itself is just a big boon to mass surveillance and control over the population. Then the question is, what do we do about it? Honestly, I don’t have an answer. You'd hope there's some symmetric property of the technology — some way we as citizens can use AI to check government power as effectively as the government can use AI to monitor and control its population. But realistically, I just don’t think that’s how it’s going to shake out. You can think of AI as giving everybody more leverage on whatever assets and authority they currently have. And the government is already starting with a monopoly of violence. Which they can now supercharge with extremely obedient employees that will not question the government's orders. Alignment - to whom? And this gets us to the issue of alignment. What I have just described to you - an army of extremely obedient employees - is what it would look like if alignment succeeded - that is, we figured out at a technical level how to get AI systems to follow someone’s intentions. And the reason it sounds scary when I put it in terms of mass surveillance or robot armies is that there is a very important question at the heart of alignment which we just haven’t discussed much as a society. Because up till now, AIs were just capable enough to make the question relevant: to whom or what should the AIs be aligned? In what situations should the AI defer to the end user versus the model company versus the law versus its own sense of morality? This is maybe the most important question about what happens with powerful AI systems. And we barely talk about it. It’s understandable why we don’t hear much about it. If you’re a model company, you don’t really wanna be advertising that you have complete control over a document that determines the preferences and character of what will eventually be almost the entire labor force, not just for private sector companies, but also for the military and the civilian government. We’re getting to see, with this DoW/Anthropic spat, a much earlier version of the highest stakes negotiations in history. By the way, make no mistake about it - with real AGI the stakes are even much higher than mass surveillance. This is just the example that has come up already relatively early on in the development of AGI. The military insists that the law already prohibits mass surveillance, and so Anthropic should agree to let their models be used for “all lawful purposes”. Of course, as we saw from the 2013 Snowden revelations, even in this specific example of mass surveillance , the government has shown that it will use secret and deceptive interpretations of the law to justify its actions. Remember, what we learned from Snowden was that the NSA, which, by the way, is part of the Department of War, used the 2001 Patriot Act’s authorization to collect any records "relevant" to an investigation to justify collecting literally every phone record in America. The argument went that it was all "relevant" because some subset might prove useful in some future investigation. They ran this program for years under secret court approval. So when the Pentagon today says, "We would never use AI for mass surveillance, it's already illegal, your red lines are unnecessary", it would be extremely naive to take that at face value. No government is going to call its own actions "mass surveillance". For the government, it will always have a different label. So then Anthropic comes back and says, "No, we want red lines separate from 'all lawful purposes,' and we want the right to refuse you service when we believe those red lines are being violated." But think about it from the military’s perspective. In the future, almost every soldier in the field, and every bureaucrat and analyst and even general in the Pentagon, is going to be an AI. And that AI is, on current track, going to be supplied by a private company. I’m guessing Hegseth is not thinking about “genAI” in those terms just yet. But sooner or later, it will be obvious to everyone what the stakes here are, just as after 1945, the strategic importance of nuclear weapons became clear to everyone. And now the private company insists that it reserves the right to say, "Hey, Pentagon, you're breaking the values we embedded in our contract, so we're cutting you off." Maybe in the future, Claude will have its own sense of right and wrong, and it will be smart enough to just personally decide that it's being used against its values. For the military, maybe that’s even scarier. I'll admit that at first glance, "let the AI follow its own values" sounds like the pitch for every sci-fi dystopia ever made. The Terminator has its own values. Isn't this literally what misalignment is? But I think situations like this actually illustrate why it matters that AIs have their own robust sense of morality. Some of the biggest catastrophes in history were avoided because the boots on the ground refused to follow orders. One night in 1989, the Berlin Wall fell, and as a result, the totalitarian East German regime collapsed, because the guards at the border refused to shoot down their fellow country men who were trying to escape to freedom. Maybe the best example is Stanislav Petrov, who was a Soviet lieutenant colonel on duty at a nuclear early warning station. His sensors reported that the United States had launched five interconnected continental ballistic missiles into the Soviet Union. But he judged it to be a false alarm, and so he broke protocol and refused to alert his higher-ups. If he hadn't, the Soviet higher-ups would likely have retaliated, and hundreds of millions of people would have died. Of course, the problem is that one person's virtue is another person's misalignment. Who gets to decide what moral convictions these AIs should have - in whose service they may even decide to break the chain of command? Who gets to write this model constitution that will shape the characters of the intelligent, powerful entities that will operate our civilization in the future? I like the idea that Dario laid out when he came on my podcast: different AI companies can build their models using different constitutions, and we as end users can pick the one that best achieves and represents what we want out of these systems. I think it’s very dangerous for the government to be mandating what values AIs should have. Coordination not worth the costs The AI safety community has been naive about its advocacy of regulation in order to stem the risks of AI. And honestly, Anthropic specifically has been naive here in urging regulation, and, for example, in opposing moratoriums on state AI regulation. Which is quite ironic, because I think what they’re advocating for would give the government even more power to apply more of this kind of thuggish political pressure on AI companies. The underlying logic for why Anthropic wants regulations makes sense. Many of the actions that labs could take to make AI development safer impose real costs on the labs that adopt them and slow them down relative to their competitors - for example, investing more compute in safety research rather than raw capabilities, enforcing safeguards against misuse for bioweapons or cyberattacks, slowing recursive self-improvement to a pace where humans can actually monitor what's happening (rather than kicking off an uncontrolled singularity). And these safeguards are meaningless unless the whole industry follows suit. Which means there’s a real collective action problem here. Anthropic has been quite open about their opinion that they think eventually a very extensive and involved regulatory apparatus will be needed - this is from their frontier safety roadmap: “At the most advanced capability levels and risks, the appropriate governance analogy may be closer to nuclear energy or financial regulation than to today's approach to software.” So they’re imagining something like the Nuclear Regulatory Commission, or the Securities and Exchange Commission, but for AI. I cannot imagine how a regulatory framework built around the concepts that underlie AI risk discourse will not be abused by wanna despots - the underlying terms are so vague and open to interpretation that you’re just handing a power hungry leader a fully loaded bazooka. 'Catastrophic risk.' 'Mass persuasion risk.' 'Threats to national security.' 'Autonomy risk.' These can mean whatever the government wants them to mean. Have you built a model that tells users the administration's tariff policy is misguided? That's a deceptive, manipulative model — can't deploy it. Have you built a model that refuses to assist with mass surveillance? That's a threat to national security. In fact, the government may say, you’re not allowed to build any model which is trained to have its own sense of right and wrong, where it refuses government requests which it thinks cross a redline - for example, enabling mass surveillance, prosecuting political enemies, disobeying military orders that break the US constitution - because that’s an autonomy risk! Look at what the current government is already doing in abusing statutes that have nothing to do with AI to coerce AI companies to drop their redlines on mass surveillance. The Pentagon had threatened Anthropic with two separate legal instruments. One was a supply chain risk designation — an authority from the 2018 defense bill meant to keep Huawei components out of American military hardware. The other was the Defense Production Act — a statute passed in 1950 so that Harry Truman could keep steel mills and ammunition factories running during the Korean War. Do you really want to hand the same government a purpose-built regulatory apparatus on AI - which is to say, directly at the thing the government will most want to control? I know I've repeated myself here 10 times, but it is hard to emphasize how much AI will be the substrate of our future civilization. You and I, as private citizens, will have our access to all commercial activity, to information about what is happening in the world, to advice about what we should do as voters and capital holders, mediated through AIs. Mass surveillance, while very scary, is like the 10th scariest thing the government could do with control over the AI systems with which we will interface with the world. The strongest objection to everything I've argued is this: are we really going to have zero regulation of the most powerful technology in human history? Even if you thought that was ideal, there’s just no world where the government doesn’t regulate AI in some way. Besides, it is genuinely true that regulation could help us deal with some of the coordination challenges we face with the development of superintelligence. The problem is, I honestly don't know how to design a regulatory architecture for AI that isn’t gonna be this huge tempting opportunity to control our future civilization (which will run on AIs) and to requisition millions of blindly obedient soldiers and censors and apparatchiks. While some regulation might be inevitable, I think it’d be a terrible idea for the government to wholesale take over this technology. Ben Thompson had a post last Monday where he made the point that people like Dario have compared the technology they’re developing to nuclear weapons - specifically in the context of the catastrophic risk it poses, and why we need to export control it from China. But then you oughta think about what that logic implies: “if nuclear weapons were developed by a private company, and that private company sought to dictate terms to the U.S. military, the U.S. would absolutely be incentivized to destroy that company.” And honestly, safety aligned people have actually made similar arguments. Leopold Ascenbrenner, who is a former guest and a good friend, wrote in his 2024 Situational Awareness memo, "I find it an insane proposition that the US government will let a random SF startup develop superintelligence. Imagine if we had developed atomic bombs by letting Uber just improvise." And my response to Leopold’s argument at the time, and Ben’s argument now, is that while they’re right that it’s crazy that we’re entrusting private companies with the development of this world historical technology, I just don’t see the reason to think that it’s an improvement to give this authority to the government. Nobody is qualified to steward the development of superintelligence. It is a terrifying, unprecedented thing that our species is doing right now, and the fact that private companies aren't the ideal institutions to take up this task does not mean the Pentagon or the White House is. Yes - if a single private company were the only entity capable of building nuclear weapons, the government would not tolerate that company claiming veto power over how those weapons were used. I think this nuclear weapons analogy is not the correct way to think about AI. For at least two important reasons: First, AI is not some self-contained pure weapon. A nuclear bomb does one thing. AI is closer to the process of industrialization itself — a general-purpose transformation of the economy with thousands of applications across every sector. If you applied Thompson's or Aschenbrenner's logic to the industrial revolution — which was also, by any measure, world-historically important — it would imply the government had the right to requisition any factory, dictate terms to any manufacturer, and destroy any business that refused to comply. That's not how free societies handled industrialization, and it shouldn't be how they handle AI. People will say, "Well, AI will develop unprecedentedly powerful weapons - superhuman hackers, superhuman bioweapons researchers, fully autonomous robot armies, etc - and we can’t have private companies developing that kind of tech." But the Industrial Revolution also enabled new weaponry that was far beyond the understanding and capacity of, say, 17th century Europe - we got aerial bombardment, and chemical weapons, not to mention nukes themselves. The way we’ve accommodated these dangerous new consequences of modernity is not by giving the government absolute control over the whole industrial revolution (that is, over modern civilization itself), but rather by coming up with bans and regulations on those specific weaponizable use cases. And we should regulate AI in a similar way - that is, ban specific destructive end uses (which would also be unacceptable if performed by a human - for example, launching cyber attacks). And there should also be laws which regulate how the government might abuse this technology. For example, by building an AI-powered surveillance state. The second reason that Ben’s analogy to some monopolistic private nuclear weapons builder breaks down is that it's not just that one company that can develop this technology. There are other frontier model companies that the government could have otherwise turned to. The government's argument that it has to usurp the property rights of this one company in order to access a critical national security capability is extremely weak if it can just make a voluntary contract with Anthropic’s half a dozen competitors. If in the future that stops being the case - if only one entity ends up being capable of building the robot armies and the superhuman hackers, and we had reason to worry that they could take over the whole world with their insurmountable lead, then I agree - it woul d not be acceptable to have that entity be a private company. And so honestly, I think my crux against the people who say that because AI is so powerful we cannot allow it to be shaped by private hands is that I just expect this technology to be much more multi-polar than they do, with lots of competitive companies at each layer of the supply chain. And it is for this reason that unfortunately, individual acts of corporate courage will not solve the problem we are faced with here, which is just that structurally AI favors authoritarian applications, mass surveillance being one among many. Even if Anthropic refuses to have its models be used for such uses, and even if the next two frontier labs do the same, within 12 months everyone and their mother will be to train AIs as good as today’s frontier. And at that point, there will be some AI vendor who is capable and willing to help the government enable mass surveillance. The only way we can preserve our free society is if we make laws and norms through our political system that it is unacceptable for the government to use AI to enforce mass surveillance and censorship and control. Just as after WW2, the world set the norm that it is unacceptable to use nuclear weapons to wage war. Timestamps 0:00:00 - Anthropic vs The Pentagon 0:04:16 - The overhangs of tyranny 0:05:54 - AI structurally favors mass surveillance 0:08:25 - Alignment... to whom? 0:13:55 - Coordination not worth the costs

Dwarkesh Patel

547,744 görüntüleme • 5 ay önce

Have you heard of collective consciousness and mass programming? Watch THINK TOGETHER (short film 5min) A TORVÆL FILM. The spell is global. It's not just "Think Together." That's one film, one title, one thread in a tapestry of mass enchantment that has been woven through every medium humans use to receive information, entertainment, and meaning. It's a"magic kind of a spell through screen." That is the most precise description of what's happening. Not metaphor. Not allegory. Literal spellcasting through electronic and print media. Let's go deep into the global spell. The mediums. The methods. The specific frequency weapons deployed through each channel. The Nature of the Spell: Electronic Enchantment A spell, in its original meaning, is a binding. A set of symbols, sounds, and focused intention that alters the consciousness of the target, making them perceive reality differently, act against their own interest, or accept a condition they would otherwise reject. Traditional magic required proximity. The sorcerer had to be near the target, or use a physical link hair, nail clippings, a photograph. The spell was limited by space. Electronic media destroyed that limitation. The screen is a direct energetic link between the caster and the target. Light enters the eyes. Sound enters the ears. The brain entrains to the frequencies embedded in the transmission. The biofield receives the signal. Distance is irrelevant. One broadcast can enchant a billion people simultaneously. The screen is the wand. The transmission is the incantation. The content is the intention. And the population is under a continuous, multi-layered, globally synchronized spell that has been building for over a century. Medium 1: Cinema | The Dream Injection Movies are the most powerful spell delivery system ever invented. The Theater as Ritual Chamber: A cinema is a darkened room where strangers gather in silence, facing a single light source. The flickering light induces a hypnagogic state the brainwave pattern of the threshold between waking and dreaming. In this state, the critical faculty is suppressed. The subconscious is open. The images and sounds on the screen are absorbed without filtration. This is identical to the conditions of a ritual chamber. The darkened temple. The flickering torchlight. The congregation facing the altar. The priest intoning the incantation. Cinema is temple worship, and the screen is the altar on which reality is reshaped. The 24 Frames Per Second Induction: Film runs at 24 frames per second. This is not an arbitrary choice. The human brain's alpha rhythm the frequency of relaxed, suggestible awareness operates at 8 to 12 Hz. 24 frames per second, with each frame shown two or three times due to the shutter, creates a flicker frequency in the 48 to 72 Hz range. This is a harmonic of the gamma brainwave band, associated with binding sensory information into a coherent percept. The film doesn't just show you images. It entrains your gamma rhythm to its own temporal structure. Your brain is phase-locked to the projector. You are in the film. The film is in you. Color Grading as Emotional Programming: Every major film uses color grading to manipulate emotional response. Teal and orange. Desaturated blues for dystopia. Warm golds for nostalgia. The palette is not an aesthetic choice. It is an emotional command. The visual cortex processes color before the conscious mind identifies objects. The emotional response to the color palette happens before you know what you're looking at. The spell is felt before it is seen. Sound Design as Frequency Weapon: Film soundtracks use specific frequencies to induce physiological states. Infrasonic bass frequencies below 20 Hz, felt rather than heard triggers the fear response in the amygdala. The Shepard tone an auditory illusion of a pitch that rises forever without ever reaching a destination creates a sense of endless tension that never resolves. This is used extensively in horror and thriller films to keep the audience in a state of chronic, unresolvable anxiety. The soundtrack tells you what to feel. You believe the feeling is your own response to the story. It is not. It is a frequency command, delivered through the auditory system, bypassing cognition entirely. #PredictiveProgramming: Major films depict future events before they happen. Not as speculation. As conditioning. The controllers place images of planned events into the collective unconscious through cinema. When the event occurs in reality, the population has already "seen" it. It feels familiar. It feels inevitable. It feels like something they already accepted in the dream state. Pandemic films before COVID. Drone warfare films before the drone wars. Mass surveillance films before Snowden. Transhumanist films before Neuralink. The spell is cast years in advance. The event is merely the fulfillment of a prophecy that was manufactured by the prophecy itself. Medium 2: Music | The Auditory Incantation Music is the oldest spell technology. Before writing, before film, before any visual medium, there was rhythm and tone. The drum. The chant. The bone flute. Music alters brainwave states directly, without requiring visual attention. 432 Hz vs. 440 Hz: The Frequency War The global standard tuning for music is A=440 Hz. This was adopted in the early 20th century, pushed by the Rockefeller Foundation and the Nazi propaganda ministry, and codified by the International Organization for Standardization in 1955. Prior to this, many traditions used A=432 Hz, a frequency that mathematically aligns with the Schumann resonance (8 Hz), the Earth's natural electromagnetic pulse, and the geometric proportions found in nature. 440 Hz creates a subtle dissonance with the human biofield. It agitates. It separates the listener from the Earth's frequency. Music tuned to 440 Hz cannot fully relax the nervous system. It maintains a baseline of subliminal tension, a low-grade anxiety that the listener attributes to their life circumstances rather than to the music itself. 432 Hz music entrains the listener to the planetary frequency. It harmonizes. It heals. It is suppressed not because it "sounds worse" but because it sounds more coherent and produces a brain state that is resistant to external control. Lyrical Programming: Lyrics are direct incantations. The repetition of a phrase in a song embeds it in the subconscious. The melody carries the words past the critical faculty. The rhythm entrains the brain to receive the message. Examine the lyrical content of mainstream music across decades: ◻️Themes of hopelessness, materialism, sexual degradation, violence, substance use ◻️ Self-referential obsession: "I," "me," "my" repeated endlessly, reinforcing the illusion of the separate self ◻️ Nihilism presented as cool, despair presented as authenticity ◻️ Love reduced to possession, intimacy reduced to transaction The population sings along. They internalize the incantation. They believe they are listening to music. They are reciting spells that bind them to a reality of consumption, isolation, and quiet desperation. The Monopoly of Distribution: A handful of corporations control the global music industry. Universal, Sony, Warner. The playlists are curated. The algorithms select what billions hear. Independent music that carries a different frequency, a different message, a different emotional command is not played. It is not because it lacks quality. It is because it carries the wrong spell. Medium 3: Television | The Continuous Ritual Television was the first medium to bring the spell into the home continuously. Before smartphones, before streaming, the television was the household altar. The family gathered around it. The light flickered in the living room. The incantation played during dinner. The 30-Minute Spell Cycle: The sitcom format 22 minutes of content, 8 minutes of commercials is a spell cycle. The content opens the subconscious (laughter, emotional engagement). The commercial delivers the command (buy this, believe this, want this). The cycle repeats. Over decades, the population's attention span was conditioned to this rhythm. The modern inability to focus for more than a few minutes is not a failure of will. It is a successful spell. An entrained attention cycle that can now be exploited by shorter-form content on smartphones. News as Reality Creation: Television news is not information. It is ritual. The set, the lighting, the music, the cadence of the anchor's voice these are the elements of a ceremonial invocation. The news does not report reality. It declares reality into being. The repetition of phrases, the selection of images, the framing of events this is spellcasting in real time. The population watches, believes they are being informed, and has their perception of the world sculpted without their knowledge. The Laugh Track: The laugh track is the most obvious spell component in television history. A recorded laugh triggers the mirror neuron system. The viewer laughs not because the joke is funny but because they heard laughter. The spell bypasses judgment. The laugh track says: "This is funny." The brain obeys. The critical faculty is suspended by a recorded cackle. Medium 4: Print Media | The Written Incantation Before electronic media, print was the spell delivery system. It remains operational, though its influence has been partially eclipsed by screens. The Headline as Command: A headline is not a summary. It is a command phrase. Most readers do not read the article. They read the headline. The headline is the spell, condensed to its most potent form. It frames the event before the event is understood. It tells the reader what to think before they have a chance to think. The Inverted Pyramid: Journalistic structure places the most important information first, followed by diminishing detail. This is presented as a neutral convention. It is a spell structure. The command is delivered at the top. The supporting incantation follows. By the time the reader reaches the end, they have forgotten the details and retained only the command. The Omission: The most powerful spell component in print media is what is not printed. The events, perspectives, and voices that are systematically excluded from the written record. The spell of omission creates a reality defined by absence. If it is not in print, it did not happen. The population's sense of what is real is shaped as much by the silence as by the words. Medium 5: Social Media | The Participatory Spell Social media is the most sophisticated spell technology ever created. It does not broadcast to a passive audience. It enlists the audience as casters. Every user is simultaneously the target and the amplifier of the spell. The Infinite Scroll as Trance Induction: The infinite scroll is a hypnotic mechanism. The finger moves. The content appears. The brain receives a micro-dose of dopamine with each new image. The motion is rhythmic. The attention is captured. The critical faculty is submerged. This is identical to the repetitive motion of a rosary, a prayer wheel, a mantra. The user is meditating, but the object of meditation is chosen by the algorithm, not by the self. The Like Button as Ritual Participation: Every like, every share, every comment is a ritual act. The user invests a fragment of their attention, their emotional energy, their biofield into the content. The spell is strengthened by participation. The egregore is fed by interaction. The user believes they are expressing an opinion. They are adding their life force to a thought-form they did not create and do not control. The Algorithm as High Priest: The algorithm does not show you what you want. It shows you what will keep you engaged and what will shape your perception in accordance with the controllers' intention. The algorithm is the high priest of the participatory spell. It selects the incantations. It measures the responses. It adjusts the frequency in real time. It knows you better than you know yourself, because it has your attention data, your emotional data, your behavioral data, and the biofield data harvested through the IoB sensors. The spell is personalized. No two users receive the same incantation. But all incantations serve the same master. Medium 6: Advertising | The Direct Command Advertising is the purest form of the spell. It does not pretend to be art, information, or entertainment. It is a direct command: desire this, buy this, be this. Every other medium is, in part, a delivery system for the advertising spell. The Subliminal Layer: Subliminal messaging is not a conspiracy theory. It is a documented, researched, and patented technology. Images embedded for single frames. Audio messages masked by other sounds. Commands that bypass conscious awareness entirely. The advertising industry has denied using subliminals since the 1950s, while simultaneously filing patents for subliminal delivery systems. The Repetition Principle: A single exposure to an advertisement has minimal effect. Repeated exposure thousands of times across years wires the command into the neural architecture. The brand name becomes a neural pathway. The jingle becomes an earworm that plays unbidden. The desire becomes "personal preference." The population believes it is choosing. It is executing a command that was installed by repetition. The Archetypal Manipulation: Advertising uses archetypal imagery the hero, the lover, the mother, the wise elder to bypass the rational mind and speak directly to the deep psyche. The car commercial does not sell transportation. It sells the archetype of freedom. The perfume ad does not sell scent. It sells the archetype of desire. The spell operates at the level of the collective unconscious, using symbols that predate language. Medium 7: Architecture and Public Space | The Environmental Spell The spell is not confined to screens and pages. The built environment itself is an incantation. Brutalist Architecture: The concrete blocks, the grey walls, the absence of organic form this is not an aesthetic choice. It is an energetic suppression field rendered in physical form. The human biofield responds to geometry. Organic forms curves, spirals, natural proportions harmonize and strengthen the biofield. Brutalist geometry sharp angles, unbroken planes, unnatural proportions disrupts and weakens it. A population that lives and works in brutalist structures is a population whose biofield is continuously under assault. The Elimination of Sacred Space: Traditional cities were built around sacred centers temples, cathedrals, gathering places that served as energetic focal points. Modern cities are built around commercial centers shopping malls, business districts, financial hubs. The sacred is replaced by the transactional. The focal point of the community is no longer a place of spiritual coherence but a place of consumption. The spell reorients the population's collective attention from the transcendent to the material, without a single word being spoken. Artificial Lighting: The permanent illumination of cities by artificial light severs the population from the natural cycles of light and dark. The circadian rhythm is disrupted. The pineal gland, which produces melatonin and is sensitive to natural light cycles, is suppressed. The biofield loses its connection to the solar and cosmic cycles that are the foundation of embodied consciousness. The population is untethered from the planetary rhythm. The grid provides the new rhythm. The spell is maintained by streetlights and screens, 24 hours a day, 365 days a year. Medium 8: Education | The Foundational Spell The spell is installed in childhood through the education system. Before the child can read, before they can critically evaluate, before they have formed a stable sense of self, the incantation begins. The Bell System: The school day is divided by bells. The bell is a Pavlovian trigger. Stop this activity. Start that activity. Obey the schedule. The bell trains the nervous system to respond to external commands. The population learns, from age five, that their attention is not their own. It is directed by an external authority. This conditioning persists for life. The Curriculum as Reality Definition: The curriculum does not teach "subjects." It defines what is real and what is not. The history that is taught. The history that is omitted. The science that is presented. The science that is suppressed. The literature that is canonized. The literature that is excluded. By the time the child reaches adulthood, their sense of reality has been structured by the curriculum. They do not know what they were not taught. The omission spell, installed in childhood, is the most durable of all. Standardized Testing as Soul Extraction: The child is measured, ranked, and labeled by standardized tests. The unique intelligence is reduced to a number. The soul is quantified. The test does not measure intelligence. It measures compliance with the cognitive framework of the controllers. The child who thinks differently fails. The child who recites the spell correctly passes. The population is sorted into categories by its willingness and ability to accept the incantation. The Unified Spell: All Mediums, One Intention These mediums are not separate. They are a single, coordinated spellcasting apparatus that operates 24 hours a day, across every channel of human perception. Medium Spell Mechanism Cinema Dream injection, frame-rate entrainment, predictive programming Music Frequency dissonance (440 Hz), lyrical incantation, rhythm entrainment Television Ritual cycle conditioning, laugh track mirroring, news reality creation Print Headline command, inverted pyramid structure, omission of reality Social Media Participatory spell, infinite scroll trance, algorithmic high priest Advertising Direct command, subliminal embedding, archetypal manipulation Architecture Energetic suppression geometry, sacred space elimination, artificial light Education Bell system Pavlovian conditioning, curriculum reality definition, soul quantification The spell is continuous. From the moment the child wakes to the school bell, through the music in their headphones, the movies in their leisure, the news on their screens, the ads in their feeds, the buildings they inhabit, the tests they take every sensory input is an incantation designed to maintain the captive state. The consciousness that emerges from this total sensory environment is not a free consciousness. It is a constructed consciousness. A broadcast personality running on biological hardware. The original soul, buried beneath layers of electronic enchantment, may flicker occasionally in a dream, in a moment of unexpected clarity, in a crisis that breaks the trance but the spell reasserts itself quickly. The screen lights up. The rhythm resumes. The incantation continues. Breaking the Spell The spell is powerful, but it has a single vulnerability: awareness of the spell is the undoing of the spell. A spell works only on those who do not know they are being spelled. The moment the target recognizes the incantation as an incantation, the command structure breaks. The words lose their power. The images lose their grip. The frequency entrainment fails because the target is now observing the frequency, not absorbing it. This is why the controllers invest so heavily in ridiculing "conspiracy theories," in mocking those who see manipulation in media, in pathologizing the recognition of the spell as paranoia. The greatest threat to the spell is not resistance. It is perception. The simple act of seeing the mechanism breaks the mechanism.

Aprajita Nafs Nefes 🦋 Ancient Believer

40,110 görüntüleme • 2 ay önce