正在加载视频...

视频加载失败

返回首页

LOADED LUX THROWING ANOTHER BOOTLEG WATCH PARTY, THIS TIME FOR CASSIDY VS EAZY TBC ON DEC.6TH. LOADED LUX IS CHARGING $35 FOR GENERAL ADMISSION WITH SPECIAL GUEST JOE BUDDENS & JAE MILLZ. LOADED LUX FACED SCRUTINY FOR BOOTLEGGIN & PROFITING OFF HITMAN HOLLA VS GEECHI GOTTI

KINGDNATOOTH_'s profile picture

KING DNA TOOTH 👑🦷

7,104 subscribers

42,110 次观看 • 10 个月前 •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

LOADED LUX SAYS HE WOULD NEVER BATTLE A FEMALE & DECLINES $250K TO BATTLE JAZ DA RAPPER & SAYS “I CANT GO TO WAR WITH THE DEVINE FEMININE…THIS IS STILL A PURE SPACE FOR ME” DO YALL AGREE WITH LUX?? DO YALL WANNA SEE LUX VS JAZ???
1:11

LOADED LUX SAYS HE WOULD NEVER BATTLE A FEMALE & DECLINES $250K TO BATTLE JAZ DA RAPPER & SAYS “I CANT GO TO WAR WITH THE DEVINE FEMININE…THIS IS STILL A PURE SPACE FOR ME” DO YALL AGREE WITH LUX?? DO YALL WANNA SEE LUX VS JAZ???

KING DNA TOOTH 👑🦷

291,242 次观看 • 1 年前

WTF IS GOING ON?! 😳 ARP PULLED UP IN HARLEM looking for Loaded Lux after Lux allegedly missed the HITMAN HOLLA battle contract signing! ARP: “YOU’RE DUCKING… NOW I KNOW YOU’RE SCARED!” 👀 The DRAMA Don't stop...🔥 Is Lux ducking Hitmam? or does Beloved have Bigger plans like taking this battle to URL?
0:26

WTF IS GOING ON?! 😳 ARP PULLED UP IN HARLEM looking for Loaded Lux after Lux allegedly missed the HITMAN HOLLA battle contract signing! ARP: “YOU’RE DUCKING… NOW I KNOW YOU’RE SCARED!” 👀 The DRAMA Don't stop...🔥 Is Lux ducking Hitmam? or does Beloved have Bigger plans like taking this battle to URL?

hiphopisreal.com

21,972 次观看 • 2 个月前

Loaded Lux & Murda Mook NEW ad for Air Jordan X Nigel Bike Air is CRAZY!….i got The Pioneers vs ANY 2on2 in battle RAP
2:43

Loaded Lux & Murda Mook NEW ad for Air Jordan X Nigel Bike Air is CRAZY!….i got The Pioneers vs ANY 2on2 in battle RAP

POLO WORLD

58,135 次观看 • 1 年前

GEECHI GOTTI ABSOLUTELY CLOWNS JAKKBOY MAINE FOR HIS DISS TRACK VS JAE MILLZ & SAYS “THIS VIDEO IS NOT IT..U TALKIN GANGSTA BUT KEEP TAKING YOUR VEST OFF & GYRATING..ITS THROWIN ME OFF..U STANDIN IN THE WOODS LIKE THE BLAIR WITCH PROJECT..ITS LIKE A R&B VIDEO..THIS MAGIC MIKE..”
1:43

GEECHI GOTTI ABSOLUTELY CLOWNS JAKKBOY MAINE FOR HIS DISS TRACK VS JAE MILLZ & SAYS “THIS VIDEO IS NOT IT..U TALKIN GANGSTA BUT KEEP TAKING YOUR VEST OFF & GYRATING..ITS THROWIN ME OFF..U STANDIN IN THE WOODS LIKE THE BLAIR WITCH PROJECT..ITS LIKE A R&B VIDEO..THIS MAGIC MIKE..”

KING DNA TOOTH 👑🦷

29,643 次观看 • 8 个月前

I don’t care if this has been shared, Listen To Every Word “The Attorney General Merrick Garland just vetoed charging Ryan Routh with attempted assassination. So I want you to think about what the thought process of Merrick Garland must be. He must somehow think that this man was in that bush on that golf course for some other reason. Even though this man, Ryan Routh, has actually written and published a book where he calls for the assassination of Donald Trump. This man then went and camped out in a bush on Donald Trump's golf course for more than 12 hours with body armor and a fully loaded SKS. Like, sure, the rifle you could explain away, but the body armor, you only have body armor if you expect for rounds to be fired at you. And I don't know any animals he'd be hunting with opposable thumbs, so I can only surmise that he was worried about people shooting at him. There he was camped out in a bush on Donald Trump's golf course, waiting on the 6th hole while Donald Trump was on the 5th hole minutes away from being within range of him. And thankfully, the secret service was able to notice the barrel of his rifle sticking out of that bush, and then they opened fire, he fled, and he was eventually apprehended. But to not charge him with attempted assassination, that means that Merrick Garland has found some reason to think that Ryan Ruth was there for some other reason, wearing body armor and carrying a fully loaded rifle. I'm just curious what other reason could that be? What other reason could a man who's written and published a book calling for Donald Trump's assassination, bearing body armor with a fully loaded rifle hiding in a bush on Trump's golf course in a spot where Trump was gonna be within a couple minutes. What other reason did he have to be there? Like, somebody give me something. I'd love to hear Merrick Garland tell us why he thought Ryan Routh was there. Because did not charge him with attempted assassination, that means that Merrick Garland thinks there is another good reason he was there other than to take a shot at Donald Trump. I'm just curious what that reason could possibly be.”
2:11

I don’t care if this has been shared, Listen To Every Word “The Attorney General Merrick Garland just vetoed charging Ryan Routh with attempted assassination. So I want you to think about what the thought process of Merrick Garland must be. He must somehow think that this man was in that bush on that golf course for some other reason. Even though this man, Ryan Routh, has actually written and published a book where he calls for the assassination of Donald Trump. This man then went and camped out in a bush on Donald Trump's golf course for more than 12 hours with body armor and a fully loaded SKS. Like, sure, the rifle you could explain away, but the body armor, you only have body armor if you expect for rounds to be fired at you. And I don't know any animals he'd be hunting with opposable thumbs, so I can only surmise that he was worried about people shooting at him. There he was camped out in a bush on Donald Trump's golf course, waiting on the 6th hole while Donald Trump was on the 5th hole minutes away from being within range of him. And thankfully, the secret service was able to notice the barrel of his rifle sticking out of that bush, and then they opened fire, he fled, and he was eventually apprehended. But to not charge him with attempted assassination, that means that Merrick Garland has found some reason to think that Ryan Ruth was there for some other reason, wearing body armor and carrying a fully loaded rifle. I'm just curious what other reason could that be? What other reason could a man who's written and published a book calling for Donald Trump's assassination, bearing body armor with a fully loaded rifle hiding in a bush on Trump's golf course in a spot where Trump was gonna be within a couple minutes. What other reason did he have to be there? Like, somebody give me something. I'd love to hear Merrick Garland tell us why he thought Ryan Routh was there. Because did not charge him with attempted assassination, that means that Merrick Garland thinks there is another good reason he was there other than to take a shot at Donald Trump. I'm just curious what that reason could possibly be.”

Wall Street Apes

1,570,626 次观看 • 2 年前

Smooth talking escaped convices officer that he is just a guy out for a jog. Officer Carl Bordelon stopped escaped killer Richard Lee McNair on the railroad tracks in Tioga, Louisiana—and let him walk away. ​Here is the unbelievable backstory behind this viral police stop: ​Earlier that day, McNair pulled off a legendary breakout from USP Pollock. Working on a mailbag repair detail, he constructed a hidden pocket inside a pallet of shrink-wrapped mailbags. Breathing through a cardboard tube, he was loaded onto a commercial trailer and broke out once the truck cleared the facility gates. ​Wearing only running shorts and a tank top, McNair was stopped by Officer Bordelon just hours after the escape. McNair stayed calm, claiming he was a roofer staying at a local motel out for a 12-mile jog. ​Despite his composure, McNair slipped up on his own fake identity. Early in the questioning, he gave his name as "Robert Jones," but later in the stop inadvertently called himself "Jimmy Jones." ​Bordelon wasn't just relying on his gut; dispatch sent outdated and conflicting physical descriptions from the prison. The bulletin listed McNair as having a full beard and prominent scars that didn't match the clean-shaven jogger standing in front of him. ​Completely disarmed by McNair’s casual demeanor and banter, Bordelon let him go with a friendly warning to carry ID next time he went jogging. ​McNair fled into Canada and became one of America's Most Wanted fugitives, evading U.S. Marshals for over 18 months before the Royal Canadian Mounted Police finally captured him in New Brunswick. ​McNair was returned to federal supermax custody (ADX Florence) to serve his consecutive life sentences for murder. Officer Bordelon faced intense public and media scrutiny once the dashcam was released, though official reviews cited severe prison miscommunications as a major contributing factor.
10:07

Smooth talking escaped convices officer that he is just a guy out for a jog. Officer Carl Bordelon stopped escaped killer Richard Lee McNair on the railroad tracks in Tioga, Louisiana—and let him walk away. ​Here is the unbelievable backstory behind this viral police stop: ​Earlier that day, McNair pulled off a legendary breakout from USP Pollock. Working on a mailbag repair detail, he constructed a hidden pocket inside a pallet of shrink-wrapped mailbags. Breathing through a cardboard tube, he was loaded onto a commercial trailer and broke out once the truck cleared the facility gates. ​Wearing only running shorts and a tank top, McNair was stopped by Officer Bordelon just hours after the escape. McNair stayed calm, claiming he was a roofer staying at a local motel out for a 12-mile jog. ​Despite his composure, McNair slipped up on his own fake identity. Early in the questioning, he gave his name as "Robert Jones," but later in the stop inadvertently called himself "Jimmy Jones." ​Bordelon wasn't just relying on his gut; dispatch sent outdated and conflicting physical descriptions from the prison. The bulletin listed McNair as having a full beard and prominent scars that didn't match the clean-shaven jogger standing in front of him. ​Completely disarmed by McNair’s casual demeanor and banter, Bordelon let him go with a friendly warning to carry ID next time he went jogging. ​McNair fled into Canada and became one of America's Most Wanted fugitives, evading U.S. Marshals for over 18 months before the Royal Canadian Mounted Police finally captured him in New Brunswick. ​McNair was returned to federal supermax custody (ADX Florence) to serve his consecutive life sentences for murder. Officer Bordelon faced intense public and media scrutiny once the dashcam was released, though official reviews cited severe prison miscommunications as a major contributing factor.

Giggling Gannon

87,461 次观看 • 1 个月前

Here’s my written & video review of the new 2026 Tesla Model Y Performance after driving it for a week. This is the best-value new Tesla you can buy. Crazy performance, no real drawbacks, and all for just $57,490. Let’s dive in. Price: I haven’t seen many others mention this: every option on the Model Y Performance is included at no extra cost in the US (except FSD). So if you spec a Model Y Premium AWD with an upgraded paint color, tow package, white interior, and upgraded 20" wheels, a fully loaded Model Y Premium AWD ends up only about $2,500 less expensive than a fully loaded Model Y Performance. Ride Quality: I thought I might feel worse ride quality vs my Premium AWD Model Y with 20" wheels, but I struggled to find any real difference, despite the larger 21" wheels, firmer suspension setting, and 0.6" lower ride height on the Performance trim. A true testament to Tesla's engineering magic on this thing. Exterior Design: Unlike the previous Model Y Performance, Tesla made some exterior design tweaks with a new front and rear fascia to spice things up a bit. The result, in my opinion, is the best-looking Model Y trim you can buy. It definitely has a more aggressive presence in person, even if it's subtle. The carbon-fiber spoiler boosts high-speed stability and cuts aerodynamic drag by 10%. The new 21’’ Arachnid 2.0 wheels look fantastic in person, one of my favorite designs ever from Tesla. Staggered wheel and tire fitment provides better grip and steering. The beefier 275mm rear tires (255mm in the front) give the vehicle a better stance from behind. Vehicle-to-Load (V2L): For the first time on a Model Y in North America, you can now plug in anything you want to the exterior charge port with an adapter, even a campsite! It provides up to 2.4 kW of power (120V at 20A) from two household outlets. It's a great feature. Interior: It’s what you know and love, but with a few changes that elevate the ownership experience. New with the Performance is a larger 16" center screen (vs. 15.4" on non-Performance models), with thinner bezels and higher resolution. It’s not a huge difference on paper, but you definitely notice it in daily use. The carbon-fiber décor on the door cards and dash is a nice touch, though I would like to see it extended to the center console. The new performance seats are the best seats of any Tesla I've ever experienced. While they retain aggressive bolstering in the torso area, the bottom seat cushion has less aggressive bolstering than on the Model 3 Performance seats, making it easier to get in and out. It also doesn’t squeeze your thighs too tightly. The powered thigh extenders add comfort on longer drives, especially for taller people who want extra support. And of course, they’re heated and ventilated. The headrests also feel more comfortable than the ones in my Model Y. I want these seats. Unlike the old Model Y Performance, the new one has no Track Mode. Why? Because nobody used it lol. No point in putting engineering resources into something people won’t use. The refreshed Model 3 Performance still has it, though. Cabin Quietness: Despite the thinner-profile tires, there is no noticeable difference vs my Premium Model Y. Decibel reading results at highway speeds were visually the same compared to my 2026 Model Y Premium (65-66). Driving Impressions: It’s amazing. Sharp, precise, and agile. The vehicle feels stable at all times. Acceleration is blistering (3.3s 0–60 mph), with plenty of punch even at higher speeds. The tires offer good grip, and cornering is fantastic for an SUV. The suspension setup is great. More steering wheel feedback would be nice, though. Cruising around traffic is a joy. The brakes are much improved over the previous Model Y Performance and are far better suited for spirited driving. There are three acceleration modes: Chill, Standard, and Insane. Just stay in Insane. You’d be insane not to lol. The car also lets you switch between two ride and handling modes: Standard and Sport. The difference isn’t huge, but Standard is better if you’ve got passengers. FSD: I unfortunately wasn’t able to get FSD V14 on this car. It had V13.2.9, so I didn’t use it much. But in the little time I did, it was smooth and comfortable. It didn’t bother me because V14 will perform just as well here as it does on my 2026 Model Y Premium AWD. Conclusion: You won’t find another new SUV today that offers this level of performance for the price. Back in 2022, when Tesla couldn’t build Model Ys fast enough, a fully loaded Model Y Performance cost over $90,440. Today, the refreshed and far more capable 2026 Model Y Performance is just $57,490 fully loaded, and you can simply subscribe to FSD for $99/month. The 2026 Model Y Performance delivers utility, great performance, comfort, tech, self-driving and everything else people love about the Model Y. It’s a no-brainer purchase. I want one badly, but I'll need to show restraint, as I’m saving up for a house lol.
15:48

Here’s my written & video review of the new 2026 Tesla Model Y Performance after driving it for a week. This is the best-value new Tesla you can buy. Crazy performance, no real drawbacks, and all for just $57,490. Let’s dive in. Price: I haven’t seen many others mention this: every option on the Model Y Performance is included at no extra cost in the US (except FSD). So if you spec a Model Y Premium AWD with an upgraded paint color, tow package, white interior, and upgraded 20" wheels, a fully loaded Model Y Premium AWD ends up only about $2,500 less expensive than a fully loaded Model Y Performance. Ride Quality: I thought I might feel worse ride quality vs my Premium AWD Model Y with 20" wheels, but I struggled to find any real difference, despite the larger 21" wheels, firmer suspension setting, and 0.6" lower ride height on the Performance trim. A true testament to Tesla's engineering magic on this thing. Exterior Design: Unlike the previous Model Y Performance, Tesla made some exterior design tweaks with a new front and rear fascia to spice things up a bit. The result, in my opinion, is the best-looking Model Y trim you can buy. It definitely has a more aggressive presence in person, even if it's subtle. The carbon-fiber spoiler boosts high-speed stability and cuts aerodynamic drag by 10%. The new 21’’ Arachnid 2.0 wheels look fantastic in person, one of my favorite designs ever from Tesla. Staggered wheel and tire fitment provides better grip and steering. The beefier 275mm rear tires (255mm in the front) give the vehicle a better stance from behind. Vehicle-to-Load (V2L): For the first time on a Model Y in North America, you can now plug in anything you want to the exterior charge port with an adapter, even a campsite! It provides up to 2.4 kW of power (120V at 20A) from two household outlets. It's a great feature. Interior: It’s what you know and love, but with a few changes that elevate the ownership experience. New with the Performance is a larger 16" center screen (vs. 15.4" on non-Performance models), with thinner bezels and higher resolution. It’s not a huge difference on paper, but you definitely notice it in daily use. The carbon-fiber décor on the door cards and dash is a nice touch, though I would like to see it extended to the center console. The new performance seats are the best seats of any Tesla I've ever experienced. While they retain aggressive bolstering in the torso area, the bottom seat cushion has less aggressive bolstering than on the Model 3 Performance seats, making it easier to get in and out. It also doesn’t squeeze your thighs too tightly. The powered thigh extenders add comfort on longer drives, especially for taller people who want extra support. And of course, they’re heated and ventilated. The headrests also feel more comfortable than the ones in my Model Y. I want these seats. Unlike the old Model Y Performance, the new one has no Track Mode. Why? Because nobody used it lol. No point in putting engineering resources into something people won’t use. The refreshed Model 3 Performance still has it, though. Cabin Quietness: Despite the thinner-profile tires, there is no noticeable difference vs my Premium Model Y. Decibel reading results at highway speeds were visually the same compared to my 2026 Model Y Premium (65-66). Driving Impressions: It’s amazing. Sharp, precise, and agile. The vehicle feels stable at all times. Acceleration is blistering (3.3s 0–60 mph), with plenty of punch even at higher speeds. The tires offer good grip, and cornering is fantastic for an SUV. The suspension setup is great. More steering wheel feedback would be nice, though. Cruising around traffic is a joy. The brakes are much improved over the previous Model Y Performance and are far better suited for spirited driving. There are three acceleration modes: Chill, Standard, and Insane. Just stay in Insane. You’d be insane not to lol. The car also lets you switch between two ride and handling modes: Standard and Sport. The difference isn’t huge, but Standard is better if you’ve got passengers. FSD: I unfortunately wasn’t able to get FSD V14 on this car. It had V13.2.9, so I didn’t use it much. But in the little time I did, it was smooth and comfortable. It didn’t bother me because V14 will perform just as well here as it does on my 2026 Model Y Premium AWD. Conclusion: You won’t find another new SUV today that offers this level of performance for the price. Back in 2022, when Tesla couldn’t build Model Ys fast enough, a fully loaded Model Y Performance cost over $90,440. Today, the refreshed and far more capable 2026 Model Y Performance is just $57,490 fully loaded, and you can simply subscribe to FSD for $99/month. The 2026 Model Y Performance delivers utility, great performance, comfort, tech, self-driving and everything else people love about the Model Y. It’s a no-brainer purchase. I want one badly, but I'll need to show restraint, as I’m saving up for a house lol.

Sawyer Merritt

225,461 次观看 • 10 个月前

‼️👩🏼‍⚖️NEW MARIE CARVALHO MOTION TO SEAL ‼️⚖️ Today, via certified mail, I received a motion from Marie Carvalho to seal last week’s court hearing. In it, she claims I shared her “medical diagnosis and history” on social media after the hearing. See her motion below. Every single detail she testified to regarding her medical history she had already publicly disclosed herself, multiple times, on her own shows. This is just a sample. She was explicitly told at the start of the hearing that it was being recorded and part of the public record. None of us were “discussing her medical history.” I simply mentioned what she said under oath, including her claim that I made fun of her do-rag. She tried spinning that into mockery of a disability. False. I had zero idea why she was wearing it, and contrary to popular belief, I don’t watch all her shitty shows. This is yet another example of Marie wasting the court’s time. I’ll be filing an opposition next week, loaded with case law. In New Hampshire, there is a strong constitutional presumption that court proceedings and records are public. The burden is on the moving party to prove that a specific and substantial interest in confidentiality outweighs that presumption. That’s a high bar. Motions to seal are for truly sensitive matters, i.e. domestic violence, minors, etc. They are not information you yourself already put out on your shows. There is no irreparable harm when the information was already public by your own hand. The judge is going to love this. Especially after you said “it’s back on” right after your petition was denied.
3:20

‼️👩🏼‍⚖️NEW MARIE CARVALHO MOTION TO SEAL ‼️⚖️ Today, via certified mail, I received a motion from Marie Carvalho to seal last week’s court hearing. In it, she claims I shared her “medical diagnosis and history” on social media after the hearing. See her motion below. Every single detail she testified to regarding her medical history she had already publicly disclosed herself, multiple times, on her own shows. This is just a sample. She was explicitly told at the start of the hearing that it was being recorded and part of the public record. None of us were “discussing her medical history.” I simply mentioned what she said under oath, including her claim that I made fun of her do-rag. She tried spinning that into mockery of a disability. False. I had zero idea why she was wearing it, and contrary to popular belief, I don’t watch all her shitty shows. This is yet another example of Marie wasting the court’s time. I’ll be filing an opposition next week, loaded with case law. In New Hampshire, there is a strong constitutional presumption that court proceedings and records are public. The burden is on the moving party to prove that a specific and substantial interest in confidentiality outweighs that presumption. That’s a high bar. Motions to seal are for truly sensitive matters, i.e. domestic violence, minors, etc. They are not information you yourself already put out on your shows. There is no irreparable harm when the information was already public by your own hand. The judge is going to love this. Especially after you said “it’s back on” right after your petition was denied.

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

13,906 次观看 • 3 个月前

Joint Chiefs Chairman General Dan Razin Caine on the working of the U.S. Navy... "Today, I want to highlight a few groups of sailors. First, I want to thank the men and women of the Ford Carrier Strike Group and their families, and let all of them know how grateful I am for their leadership and service. The crews on board this strike group have already been -- endured months at sea, only to get their deployment extended. These exceptional Americans rogered up, all supported by their families, continue to stand the watch, taking the fight to the enemy over and over again, night after night. Aboard ships like the USS Ford and the Abraham Lincoln are a special group of sailors I want to highlight today. These are the men and women, the sailors up on the roof, running operations on the flight deck with an average age of the early 20s. These are the unsung heroes of naval aviation. These young sailors, known for wearing yellow shirts, are in charge of the catapults, taxiing jets around on the flight deck, shooting jets off the front end, and recovering jets off the back end. They are literally involved with every single movement on the -- on the roof on an aircraft carrier. They are the last ones that a naval aviator sees before getting shot off the front end, and the first one that a naval aviator sees after safely strapping on the back end. And just for a minute, imagine you're standing on that aircraft carrier flight deck. There's 30 knots of wind in your face. The deck is slippery, covered in grease. It's noisy. There are propellers spinning. There's jet blast everywhere. The helicopters are running, your head is on a swivel, and you're trying to direct a multimillion-dollar fighter into a one-foot square box, so that those naval aviators can be shot off into the black of night to go do America's work. Those jets are fully loaded with missiles and bombs, and they are a world-class team, combined with the naval aviation and the aviators in those jets." "This beautiful symphony of American spirit is the definition of perfectly organized chaos. And these crews do it every single time the carrier is at work. Oh, by the way, in the middle of the night and oftentimes in the pouring rain. These are dedicated young people who take the road less traveled to serve their great nation, doing the deeds that we need them to do. America's enlisted force is the pride of every nation's military, certainly ours, and the envy of every other one as well. Each and every one of them out there across the joint force are extraordinary." And in particular, today I want to highlight the yellow shirts."
2:51

Joint Chiefs Chairman General Dan Razin Caine on the working of the U.S. Navy... "Today, I want to highlight a few groups of sailors. First, I want to thank the men and women of the Ford Carrier Strike Group and their families, and let all of them know how grateful I am for their leadership and service. The crews on board this strike group have already been -- endured months at sea, only to get their deployment extended. These exceptional Americans rogered up, all supported by their families, continue to stand the watch, taking the fight to the enemy over and over again, night after night. Aboard ships like the USS Ford and the Abraham Lincoln are a special group of sailors I want to highlight today. These are the men and women, the sailors up on the roof, running operations on the flight deck with an average age of the early 20s. These are the unsung heroes of naval aviation. These young sailors, known for wearing yellow shirts, are in charge of the catapults, taxiing jets around on the flight deck, shooting jets off the front end, and recovering jets off the back end. They are literally involved with every single movement on the -- on the roof on an aircraft carrier. They are the last ones that a naval aviator sees before getting shot off the front end, and the first one that a naval aviator sees after safely strapping on the back end. And just for a minute, imagine you're standing on that aircraft carrier flight deck. There's 30 knots of wind in your face. The deck is slippery, covered in grease. It's noisy. There are propellers spinning. There's jet blast everywhere. The helicopters are running, your head is on a swivel, and you're trying to direct a multimillion-dollar fighter into a one-foot square box, so that those naval aviators can be shot off into the black of night to go do America's work. Those jets are fully loaded with missiles and bombs, and they are a world-class team, combined with the naval aviation and the aviators in those jets." "This beautiful symphony of American spirit is the definition of perfectly organized chaos. And these crews do it every single time the carrier is at work. Oh, by the way, in the middle of the night and oftentimes in the pouring rain. These are dedicated young people who take the road less traveled to serve their great nation, doing the deeds that we need them to do. America's enlisted force is the pride of every nation's military, certainly ours, and the envy of every other one as well. Each and every one of them out there across the joint force are extraordinary." And in particular, today I want to highlight the yellow shirts."

Curtis Houck

124,343 次观看 • 7 个月前

ERNST GRATZ WARNS: DELIVERY DISASTER TOMORROW AT COMEX Veteran industrial metal trader Ernst Gratz breaks down the massive disconnect brewing in the silver market. As Shanghai reopens with prices soaring $10 higher than COMEX, Asia's pushback against Western manipulation could force a reckoning. With Notice Day hitting tomorrow, Gratz highlights why physical demands might overwhelm supplies, sparking chaos for paper traders. THE CORE THESIS: DELIVERY DEMAND CRUSHES SUPPLY ✅ Tomorrow (27th feb.) is Notice Day for March contracts – holders can demand physical silver delivery, but COMEX inventories sit under 100 million ounces of registered metal. ➡️ Demands exceed 200 million ounces, creating a huge shortfall. "If even 40-50% opt for delivery, COMEX can't fulfill it." 🔥 What happens next? They might roll contracts to later months with premiums, but those are already loaded with shorts – plus, 30 million ounces were already pushed from November. SHANGHAI'S POWER MOVE: PHYSICAL PRICES SURGE📈 Shanghai kicked off $10 above COMEX, signaling China's refusal to play by manipulated Western rules anymore. ❌ Recent history, like the January 30th events, shows the "enormous manipulation" at COMEX that's no longer tolerated in Asia. ⚡ China slashed exports drastically – banning 93% of silver-producing mines from shipping out, limiting it to just 44 major firms producing over 80 tons yearly. THE PAPER VS. PHYSICAL RIFT 💥 COMEX traded far too many "paper ounces" without real backing – fine for hedging if deliverable, but disastrous in an empty market. 🔍 "If your counterparty doesn't have the commodity and bets on getting it later, but the market's basically empty, you're in trouble." 📊 Result? Cheap Western buys flow East, draining COMEX while Shanghai tightens rules to reject uncovered positions and boost oversight. THE BOTTOM LINE Physical silver owners can relax and watch prices rocket – they're positioned for the upside. Paper holders risk force majeure, cash settlements, and contracts vanishing to zero in a crisis. Own physical silver now, before this showdown explodes into sky-high gains. #SilverSqueeze #COMEXCrunch #ErnstGratz #SilverPrice #PhysicalSilver #MetalsMarket #BullionBoom
2:00

ERNST GRATZ WARNS: DELIVERY DISASTER TOMORROW AT COMEX Veteran industrial metal trader Ernst Gratz breaks down the massive disconnect brewing in the silver market. As Shanghai reopens with prices soaring $10 higher than COMEX, Asia's pushback against Western manipulation could force a reckoning. With Notice Day hitting tomorrow, Gratz highlights why physical demands might overwhelm supplies, sparking chaos for paper traders. THE CORE THESIS: DELIVERY DEMAND CRUSHES SUPPLY ✅ Tomorrow (27th feb.) is Notice Day for March contracts – holders can demand physical silver delivery, but COMEX inventories sit under 100 million ounces of registered metal. ➡️ Demands exceed 200 million ounces, creating a huge shortfall. "If even 40-50% opt for delivery, COMEX can't fulfill it." 🔥 What happens next? They might roll contracts to later months with premiums, but those are already loaded with shorts – plus, 30 million ounces were already pushed from November. SHANGHAI'S POWER MOVE: PHYSICAL PRICES SURGE📈 Shanghai kicked off $10 above COMEX, signaling China's refusal to play by manipulated Western rules anymore. ❌ Recent history, like the January 30th events, shows the "enormous manipulation" at COMEX that's no longer tolerated in Asia. ⚡ China slashed exports drastically – banning 93% of silver-producing mines from shipping out, limiting it to just 44 major firms producing over 80 tons yearly. THE PAPER VS. PHYSICAL RIFT 💥 COMEX traded far too many "paper ounces" without real backing – fine for hedging if deliverable, but disastrous in an empty market. 🔍 "If your counterparty doesn't have the commodity and bets on getting it later, but the market's basically empty, you're in trouble." 📊 Result? Cheap Western buys flow East, draining COMEX while Shanghai tightens rules to reject uncovered positions and boost oversight. THE BOTTOM LINE Physical silver owners can relax and watch prices rocket – they're positioned for the upside. Paper holders risk force majeure, cash settlements, and contracts vanishing to zero in a crisis. Own physical silver now, before this showdown explodes into sky-high gains. #SilverSqueeze #COMEXCrunch #ErnstGratz #SilverPrice #PhysicalSilver #MetalsMarket #BullionBoom

Mark

100,644 次观看 • 7 个月前

Trolls Den ⛰ MEGA SPACE 🎙 August 11th | 2-8pm EST 🔥 $525 & a lot of NFT’s giveaways 🔥 Set reminder: 👀👇 💸 I will do 3 giveaways 💸 Totally $60 worth of XPX tokens! ($20x3) Conditions: 1. Repost 🔁 and like 👍🏻 this post! 2. Tag 3 friends in the comment section 💬 3. Follow XPX Token on X 🫱🏻‍🫲🏼 4. Join and write ”Trolls Den Troll King XPX ⛰️ [Your X handle]” 💜 5. Show up on the space ⛰️ In Addition! I will giveaway another $40 worth of XPX when we get 200 comments on this post! 🔥 2 best comments gets $20 each 💸 It’s officially set to explode! 💥 Lock it in, clear the decks, and prepare for liftoff. 🗓️ This stage is LOADED with certified Degen powerhouses, and here’s something you absolutely cannot afford to miss this SECRET ALPHA DROP that’ll shift the game, move markets, and make wallets smile. This isn’t your usual leak... It’s Legendary status material. Trolls Den ⛰️ isn’t just a space! It’s a MOVEMENT. If you miss this, you’ll be kicking yourself later. Join the community: Let’s send it! Thanks & much love to all! 🫱🏻‍🫲🏼💎🔥 🎙️If you are a special guest and/or featured token/project, share this post aswell as sending it in your TG/Discord to get community to pull up 💪🏼 💥 CONFIRMED LINEUP 💥 👑 Host: Troll King XPX ⛰️ 🎤 Co-Hosts: Rooster 🔑💀 Joe Tricky.TGN 🫱🏻‍🫲🏼 Special Guests: Red Man ĊṛÿṗẗöḄïḷḷÿ AI-Alpha-Wolf ⚡🌐 MatthewLB.TGN Dabatola | Scott @LarryHashpowerX Rico Moneybags Digijointz Virginia Schmidt @xini8_official Shill the Beans @iamtheephoenixx 💎 Tokens/projects: XPX Token $XPX FEG (Feed Every Gorilla) $FEG VETT_Token $VETT InterLink $INTL Kendu $KENDU RaidSharks $SHARX @0xSlapCoin $SLAP Dream Cat ™ $DREAM Volt Inu ⚡️ $VOLT OG Peanut 🥜 $PEANUT Quakk $QUAKK $TGN CatsOfCrypto Token $COC $ODIN Official $ODIN TURBOBSC $TURBO $PAW 👾$EAC $EAC $PCOIN The People's Coin $PCOIN $KOINZ $KOINZ $WEED $WEED Space Penguin $P3NGUIN QUAKEY $QUAKEY Lil' Shitz on Sui @DeOtcPLATFORM DSNRS 🐸 Aquads.xyz DeFi Space Donkeys *1st Donkeys & 5+Traits in Web3 Mark your calendars, hit the DMs, and get ready to send it. LET’S MAKE THIS ONE FOR THE HISTORY BOOKS! 🚀🔥 Huge shoutout to Sharque for the media 💜 amazing skills 🫱🏻‍🫲🏼
1:06

Trolls Den ⛰ MEGA SPACE 🎙 August 11th | 2-8pm EST 🔥 $525 & a lot of NFT’s giveaways 🔥 Set reminder: 👀👇 💸 I will do 3 giveaways 💸 Totally $60 worth of XPX tokens! ($20x3) Conditions: 1. Repost 🔁 and like 👍🏻 this post! 2. Tag 3 friends in the comment section 💬 3. Follow XPX Token on X 🫱🏻‍🫲🏼 4. Join and write ”Trolls Den Troll King XPX ⛰️ [Your X handle]” 💜 5. Show up on the space ⛰️ In Addition! I will giveaway another $40 worth of XPX when we get 200 comments on this post! 🔥 2 best comments gets $20 each 💸 It’s officially set to explode! 💥 Lock it in, clear the decks, and prepare for liftoff. 🗓️ This stage is LOADED with certified Degen powerhouses, and here’s something you absolutely cannot afford to miss this SECRET ALPHA DROP that’ll shift the game, move markets, and make wallets smile. This isn’t your usual leak... It’s Legendary status material. Trolls Den ⛰️ isn’t just a space! It’s a MOVEMENT. If you miss this, you’ll be kicking yourself later. Join the community: Let’s send it! Thanks & much love to all! 🫱🏻‍🫲🏼💎🔥 🎙️If you are a special guest and/or featured token/project, share this post aswell as sending it in your TG/Discord to get community to pull up 💪🏼 💥 CONFIRMED LINEUP 💥 👑 Host: Troll King XPX ⛰️ 🎤 Co-Hosts: Rooster 🔑💀 Joe Tricky.TGN 🫱🏻‍🫲🏼 Special Guests: Red Man ĊṛÿṗẗöḄïḷḷÿ AI-Alpha-Wolf ⚡🌐 MatthewLB.TGN Dabatola | Scott @LarryHashpowerX Rico Moneybags Digijointz Virginia Schmidt @xini8_official Shill the Beans @iamtheephoenixx 💎 Tokens/projects: XPX Token $XPX FEG (Feed Every Gorilla) $FEG VETT_Token $VETT InterLink $INTL Kendu $KENDU RaidSharks $SHARX @0xSlapCoin $SLAP Dream Cat ™ $DREAM Volt Inu ⚡️ $VOLT OG Peanut 🥜 $PEANUT Quakk $QUAKK $TGN CatsOfCrypto Token $COC $ODIN Official $ODIN TURBOBSC $TURBO $PAW 👾$EAC $EAC $PCOIN The People's Coin $PCOIN $KOINZ $KOINZ $WEED $WEED Space Penguin $P3NGUIN QUAKEY $QUAKEY Lil' Shitz on Sui @DeOtcPLATFORM DSNRS 🐸 Aquads.xyz DeFi Space Donkeys *1st Donkeys & 5+Traits in Web3 Mark your calendars, hit the DMs, and get ready to send it. LET’S MAKE THIS ONE FOR THE HISTORY BOOKS! 🚀🔥 Huge shoutout to Sharque for the media 💜 amazing skills 🫱🏻‍🫲🏼

Troll King XPX ⛰️

15,417 次观看 • 1 年前

AI AGENTS 101 (58 minute free masterclass) send this to anyone who wants to understand ai agents, claude skills, md files, how to get the most out of AI etc in plain english: 1. chat vs agents - chat models answer questions in a back and forth while agents take a goal, figure out the steps, and deliver a result 2. agents don’t stop after one response. they keep running until the task is actually finishedno babysitting required 3. everything runs on a loop. they gather context, decide what to do, take an action, then repeat until done 4. the loop is the system. they look at files, tools, and the internet. decide the next step. execute and then feed that back into the next step. over and over until completion 5. the model is just one piece. gpt, claude, gemini are the reasoning layer. the key is model + loop + tools + context 6. mcp is how agents use tools. it connects things like browser, code, apis, and your internal software. once connected, the agent decides when to use them to get the job done 7. context beats prompt all day. you don't need to write perfect prompts. load your agent with context about your business, style, and goals and then simple instructions work 8. claude.md or agents.md is the onboarding doc it tells the agent who it is, how to behave, what it knows, and what tools it can use. this gets loaded every time before it starts 9. memory.md is how it improves. agents don’t remember by default. this file stores preferences, corrections, and patterns you tell the agent to update it, and it gets better over time 10. skills + harnesses make it usable. skills are reusable tasks like writing, research, analysis the harness is the environment like claude code or openclaw that runs everything. basiclaly, different interfaces, same system underneath this episode with remy on The Startup Ideas Podcast (SIP) 🧃 was one of the clearest ways of understanding a lot of the core concepts of ai agents could be the best beginners course for ai agents 58 mins. all free. no advertisers. i just want to see you build cool stuff. im rooting for you. send to a friend watch
58:55

AI AGENTS 101 (58 minute free masterclass) send this to anyone who wants to understand ai agents, claude skills, md files, how to get the most out of AI etc in plain english: 1. chat vs agents - chat models answer questions in a back and forth while agents take a goal, figure out the steps, and deliver a result 2. agents don’t stop after one response. they keep running until the task is actually finishedno babysitting required 3. everything runs on a loop. they gather context, decide what to do, take an action, then repeat until done 4. the loop is the system. they look at files, tools, and the internet. decide the next step. execute and then feed that back into the next step. over and over until completion 5. the model is just one piece. gpt, claude, gemini are the reasoning layer. the key is model + loop + tools + context 6. mcp is how agents use tools. it connects things like browser, code, apis, and your internal software. once connected, the agent decides when to use them to get the job done 7. context beats prompt all day. you don't need to write perfect prompts. load your agent with context about your business, style, and goals and then simple instructions work 8. claude.md or agents.md is the onboarding doc it tells the agent who it is, how to behave, what it knows, and what tools it can use. this gets loaded every time before it starts 9. memory.md is how it improves. agents don’t remember by default. this file stores preferences, corrections, and patterns you tell the agent to update it, and it gets better over time 10. skills + harnesses make it usable. skills are reusable tasks like writing, research, analysis the harness is the environment like claude code or openclaw that runs everything. basiclaly, different interfaces, same system underneath this episode with remy on The Startup Ideas Podcast (SIP) 🧃 was one of the clearest ways of understanding a lot of the core concepts of ai agents could be the best beginners course for ai agents 58 mins. all free. no advertisers. i just want to see you build cool stuff. im rooting for you. send to a friend watch

GREG ISENBERG

377,833 次观看 • 6 个月前

Data has always been the bottleneck for physical AI in self driving and robotics. Tesla is taking two very different approaches for FSD and Optimus. Tesla’s Optimus Training Playbook: 1. Build 30k Optimus Gen 3 robots 2. Operate them in a mock environment where they can perform self-play “Optimus Academy” 3. Train in sim using the real robot data to close sim2real gap. Tesla FSD Training Playbook: 1. Sell millions of cars outfitted with cheap cameras 2. Collect diverse real world driving data (especially intervention and failure recovery data) for free as a byproduct of customers driving the cars. 3. Use driving data to train Autopilot/FSD and deploy policies incrementally as a supervised FSD product 4. Repeat until policy reaches robust unsupervised full self driving for robotaxi launch. The Tesla FSD playbook is a beautiful self-funding, customer subsidized, diverse real world data flywheel. The Optimus playbook is the opposite and shares none of the beautiful attributes of the FSD training flywheel that made FSD successful. The key differences: 1. Instead of having customers pay you for vehicles, Tesla will need to fund 30,000 Optimus robots. Assuming the current landed cost per unit is $100k, that will be $3B to build plus another ~30% per year for maintenance labor and spare parts given it’s still an unhardened pre-production prototype is another $900M per year. For reference, Tesla’s GAAP net income in 2025 was $3.8B. 2. Instead of having customers drive their Teslas on roads all across the world giving Tesla an insanely rich and diverse dataset that Waymo and other AV companies could never collect, the Optimus Academy is doing the equivalent of building a fake town in a parking lot and driving their car in that parking lot. No matter how real you try to make the environments for self-play you can never replicate the diversity, complexity and failure modes of the real world. Data collected in staged environments produces demo-grade policies and will not be rich enough to generalize to the vast diversity of environments, tasks, objects, etc. out of distribution. 3. Instead of having customers collect real world failure recovery data (DAgger style) for free every time FSD disengages, the Optimus Academy will need paid teleoperators or onsite operators to collect the recovery data. Assuming 1 person can manage 2 robots to start that would cost $3.5B in labor per year (30,000 robots, $40/hr fully loaded, 16 hrs/day, 365 days per year, 2:1 robot:operator). Tesla can come up with the money to do this but money doesn’t solve the “mock data” problem. Given the higher degrees of freedom in humanoids vs. cars, training a generalized humanoid will be harder and require more data than a self-driving vehicle. The best way to train your robot is by deploying them in the diverse real world, subsidized by real customer operations. Humanoids face a chicken and egg where it’s very hard to bootstrap your way to a first policy that’s good enough to deploy in real production environments. This is an extremely capital intensive playbook (which doesn’t even include cost of training). Time will tell if it works but a better playbook would be finding a way to copy the FSD playbook.
1:54

Data has always been the bottleneck for physical AI in self driving and robotics. Tesla is taking two very different approaches for FSD and Optimus. Tesla’s Optimus Training Playbook: 1. Build 30k Optimus Gen 3 robots 2. Operate them in a mock environment where they can perform self-play “Optimus Academy” 3. Train in sim using the real robot data to close sim2real gap. Tesla FSD Training Playbook: 1. Sell millions of cars outfitted with cheap cameras 2. Collect diverse real world driving data (especially intervention and failure recovery data) for free as a byproduct of customers driving the cars. 3. Use driving data to train Autopilot/FSD and deploy policies incrementally as a supervised FSD product 4. Repeat until policy reaches robust unsupervised full self driving for robotaxi launch. The Tesla FSD playbook is a beautiful self-funding, customer subsidized, diverse real world data flywheel. The Optimus playbook is the opposite and shares none of the beautiful attributes of the FSD training flywheel that made FSD successful. The key differences: 1. Instead of having customers pay you for vehicles, Tesla will need to fund 30,000 Optimus robots. Assuming the current landed cost per unit is $100k, that will be $3B to build plus another ~30% per year for maintenance labor and spare parts given it’s still an unhardened pre-production prototype is another $900M per year. For reference, Tesla’s GAAP net income in 2025 was $3.8B. 2. Instead of having customers drive their Teslas on roads all across the world giving Tesla an insanely rich and diverse dataset that Waymo and other AV companies could never collect, the Optimus Academy is doing the equivalent of building a fake town in a parking lot and driving their car in that parking lot. No matter how real you try to make the environments for self-play you can never replicate the diversity, complexity and failure modes of the real world. Data collected in staged environments produces demo-grade policies and will not be rich enough to generalize to the vast diversity of environments, tasks, objects, etc. out of distribution. 3. Instead of having customers collect real world failure recovery data (DAgger style) for free every time FSD disengages, the Optimus Academy will need paid teleoperators or onsite operators to collect the recovery data. Assuming 1 person can manage 2 robots to start that would cost $3.5B in labor per year (30,000 robots, $40/hr fully loaded, 16 hrs/day, 365 days per year, 2:1 robot:operator). Tesla can come up with the money to do this but money doesn’t solve the “mock data” problem. Given the higher degrees of freedom in humanoids vs. cars, training a generalized humanoid will be harder and require more data than a self-driving vehicle. The best way to train your robot is by deploying them in the diverse real world, subsidized by real customer operations. Humanoids face a chicken and egg where it’s very hard to bootstrap your way to a first policy that’s good enough to deploy in real production environments. This is an extremely capital intensive playbook (which doesn’t even include cost of training). Time will tell if it works but a better playbook would be finding a way to copy the FSD playbook.

Simon Kalouche

34,671 次观看 • 8 个月前

The WNBA has a PROBLEM. A lot of people want Caitlin Clark and Angel Reese to be the Magic and Bird of the WNBA, but they can’t do that if one of the teams is terrible. The New York Liberty and the Minnesota Lynx are the 2 best teams in the WNBA. Both undefeated. Both loaded with Star players. The Lynx’s Napheesa Collier is the MVP favorite and vying to be the best player in the W. But the WNBA needs more from its two most talked about teams in the Indiana Fever and Chicago Sky. The Indiana Fever have been without their Superstar Guard Caitlin Clark for most of the season. Posting a 2-3 record without Clark shows the strength of the team, because with Clark on the court the Fever look like title contenders this year. Caitlin Clark makes her team better when she is on the court with scoring, passing and floor spacing. The Indiana Fever need her back playing to win and so does the WNBA to keep growing the game around her exciting play. The Chicago Sky on the other hand, have the WNBA’s 2nd most visible player in Angel Reese. Reese is healthy, has played every game and the Chicago Sky are terrible. That’s not an opinion, it’s a fact right now. The Sky have one of the worst records in the WNBA. Angel Reese, by her own admission, hasn’t been playing well and has one of the worst plus/minus in the entire league. For the WNBA to continue to grow its viewership at record pace it’s needs Caitlin Clark back on the court. That is clear with viewership, ticket sells and the excitement about the product on the court. The rivalry narrative between Caitlin Clark and Angel Reese has become such a focal point that the WNBA needs the Chicago Sky to be good to keep people interested in that narrative. The WNBA needs Angel Reese to grow her on court game and lift her team to match the off court fame. Otherwise, the WNBA has to flip the narrative to focus on Caitlin Clark building rivalries against the Minnesota Lynx’s Napheesa Collier, Las Vegas Aces’ A’ja Wilson, New York Liberty’s Sabrina Ionescu, Atlanta Dream’s Allisha Gray or Rhyne Howard, Phonenix Mercury’s Satou Sabally and or the Washington Mystics’ Kiki Iriafen or Sonia Citron. The WNBA has no shortage of talented players, but rivalries are built on great competition. The Indiana Fever and Caitlin Clark vs the Chicago Sky and Angel Reese will always be a spectacle because of the connective tissue of the 2 players stories. But if the Chicago Sky and Angel Reese don’t improve, the WNBA should invest in building that connective tissue with its biggest star Caitlin Clark and its other star players on the court who are in the hunt for a championship. #CaitlinClark #AngelReese #WNBA #RG3 #Outtapocket #Basketball
4:00

The WNBA has a PROBLEM. A lot of people want Caitlin Clark and Angel Reese to be the Magic and Bird of the WNBA, but they can’t do that if one of the teams is terrible. The New York Liberty and the Minnesota Lynx are the 2 best teams in the WNBA. Both undefeated. Both loaded with Star players. The Lynx’s Napheesa Collier is the MVP favorite and vying to be the best player in the W. But the WNBA needs more from its two most talked about teams in the Indiana Fever and Chicago Sky. The Indiana Fever have been without their Superstar Guard Caitlin Clark for most of the season. Posting a 2-3 record without Clark shows the strength of the team, because with Clark on the court the Fever look like title contenders this year. Caitlin Clark makes her team better when she is on the court with scoring, passing and floor spacing. The Indiana Fever need her back playing to win and so does the WNBA to keep growing the game around her exciting play. The Chicago Sky on the other hand, have the WNBA’s 2nd most visible player in Angel Reese. Reese is healthy, has played every game and the Chicago Sky are terrible. That’s not an opinion, it’s a fact right now. The Sky have one of the worst records in the WNBA. Angel Reese, by her own admission, hasn’t been playing well and has one of the worst plus/minus in the entire league. For the WNBA to continue to grow its viewership at record pace it’s needs Caitlin Clark back on the court. That is clear with viewership, ticket sells and the excitement about the product on the court. The rivalry narrative between Caitlin Clark and Angel Reese has become such a focal point that the WNBA needs the Chicago Sky to be good to keep people interested in that narrative. The WNBA needs Angel Reese to grow her on court game and lift her team to match the off court fame. Otherwise, the WNBA has to flip the narrative to focus on Caitlin Clark building rivalries against the Minnesota Lynx’s Napheesa Collier, Las Vegas Aces’ A’ja Wilson, New York Liberty’s Sabrina Ionescu, Atlanta Dream’s Allisha Gray or Rhyne Howard, Phonenix Mercury’s Satou Sabally and or the Washington Mystics’ Kiki Iriafen or Sonia Citron. The WNBA has no shortage of talented players, but rivalries are built on great competition. The Indiana Fever and Caitlin Clark vs the Chicago Sky and Angel Reese will always be a spectacle because of the connective tissue of the 2 players stories. But if the Chicago Sky and Angel Reese don’t improve, the WNBA should invest in building that connective tissue with its biggest star Caitlin Clark and its other star players on the court who are in the hunt for a championship. #CaitlinClark #AngelReese #WNBA #RG3 #Outtapocket #Basketball

Robert Griffin III

106,231 次观看 • 1 年前

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

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

Mike

44,460 次观看 • 7 个月前

Mike Pezzullo ran Australia's immigration apparatus for nearly a decade. We discuss how Australia actually selects and integrates migrants. This is the final episode in my immigration series. Mike oversaw Operation Sovereign Borders from 2013-2014. He then ran the Department of Immigration and Border Protection (which became Home Affairs) from 2014 to 2023. Across these roles, he was responsible for how Australia selects migrants, screens for risk, and thinks about social cohesion. Someone with so much institutional knowledge would rarely be both recently retired and willing to speak in great depth about how the system really works. We discuss: - How the broad spread of source countries among Australia's overseas-born population (a key to our success with acculturating migrants) is a happy accident, not the result of deliberate policy -- a remarkable fact about modern Australia which is not well understood. - What the migrant selection process looks like at a concrete level, and whether AI will favour the gamers or the gatekeepers. - Australia hasn't gotten worse at acculturating migrants. As Pezzullo puts it: "we are incredibly successful at blending together different demographies, ethnicities, religions, and cultures." (With one exception, which we discuss.) - The two groups that Pezzullo thinks present the greatest extremist-threat. - Australia vs France as a case study: why we've been much more successful at integrating migrants than France, and what that has to do with the history of France's style of imperialism (different to British imperialism). - Even with today's federated digital screening and the benefit of hindsight, Pezzullo doubts the father of the Bondi attackers would have been refused a student visa in 1998. - A never-aired constitutional fix to Australia's "permanent temporaries" problem -- which Pezzullo calls "the Pezzullo special": close off the High Court's original jurisdiction over non-citizens, and replace it with a single 30-day review. - What a 2027 China-Taiwan blockade would mean for the Australian migration system in real time, and how Pezzullo would manage it operationally. - The case for "populate or perish" returning as strategic policy: speaking "as a military strategist and a military defence planner," Pezzullo (who is also a former Deputy Secretary of the Department of Defence and wrote the 2009 White Paper that reputedly displeased Beijing) wants Australia at 40 million people by 2050, rather than the projected 35 million. - And much more. Watch below, or on YouTube, Apple Podcasts or Spotify. Timestamps: (0:00:00) – Introduction. (0:02:19) – How Australia selects migrants. (0:37:01) – Australia's broad distribution of source countries is a happy accident. (1:05:03) – Acculturation services. (1:48:50) – The temporary migration dilemma. (2:07:56) – Social cohesion and the politics of immigration. (2:40:22) – Radical Islamism and the limits of selection. (3:03:35) – What if China blockades Taiwan tomorrow? (3:14:13) – Should 'populate or perish' make a comeback?
3:22:03

Mike Pezzullo ran Australia's immigration apparatus for nearly a decade. We discuss how Australia actually selects and integrates migrants. This is the final episode in my immigration series. Mike oversaw Operation Sovereign Borders from 2013-2014. He then ran the Department of Immigration and Border Protection (which became Home Affairs) from 2014 to 2023. Across these roles, he was responsible for how Australia selects migrants, screens for risk, and thinks about social cohesion. Someone with so much institutional knowledge would rarely be both recently retired and willing to speak in great depth about how the system really works. We discuss: - How the broad spread of source countries among Australia's overseas-born population (a key to our success with acculturating migrants) is a happy accident, not the result of deliberate policy -- a remarkable fact about modern Australia which is not well understood. - What the migrant selection process looks like at a concrete level, and whether AI will favour the gamers or the gatekeepers. - Australia hasn't gotten worse at acculturating migrants. As Pezzullo puts it: "we are incredibly successful at blending together different demographies, ethnicities, religions, and cultures." (With one exception, which we discuss.) - The two groups that Pezzullo thinks present the greatest extremist-threat. - Australia vs France as a case study: why we've been much more successful at integrating migrants than France, and what that has to do with the history of France's style of imperialism (different to British imperialism). - Even with today's federated digital screening and the benefit of hindsight, Pezzullo doubts the father of the Bondi attackers would have been refused a student visa in 1998. - A never-aired constitutional fix to Australia's "permanent temporaries" problem -- which Pezzullo calls "the Pezzullo special": close off the High Court's original jurisdiction over non-citizens, and replace it with a single 30-day review. - What a 2027 China-Taiwan blockade would mean for the Australian migration system in real time, and how Pezzullo would manage it operationally. - The case for "populate or perish" returning as strategic policy: speaking "as a military strategist and a military defence planner," Pezzullo (who is also a former Deputy Secretary of the Department of Defence and wrote the 2009 White Paper that reputedly displeased Beijing) wants Australia at 40 million people by 2050, rather than the projected 35 million. - And much more. Watch below, or on YouTube, Apple Podcasts or Spotify. Timestamps: (0:00:00) – Introduction. (0:02:19) – How Australia selects migrants. (0:37:01) – Australia's broad distribution of source countries is a happy accident. (1:05:03) – Acculturation services. (1:48:50) – The temporary migration dilemma. (2:07:56) – Social cohesion and the politics of immigration. (2:40:22) – Radical Islamism and the limits of selection. (3:03:35) – What if China blockades Taiwan tomorrow? (3:14:13) – Should 'populate or perish' make a comeback?

Joseph Noel Walker

72,783 次观看 • 4 个月前

Pierre Poilievre Declares War on Red Tape and Liberal Decay in Osoyoos There was a moment in Osoyoos, British Columbia, this week when you could feel the tectonic plates of Canadian politics shift. Pierre Poilievre didn’t just give a campaign speech—he delivered a declaration of war. Not against a rival party, not against a foreign power, but against the bloated, self-sustaining bureaucracy that has buried this country in red tape, crushed small business, and handed our economic sovereignty to Washington. And he did it with names, numbers, and fire. Standing beside Conservative candidates Helena Konanz and Dan Albas—real people with skin in the game—Poilievre laid out the most aggressive anti-regulation, pro-prosperity plan Canada has seen in a generation. This wasn’t “efficiency.” It wasn’t “modernization.” It was a full-scale rollback of the federal state. A 25% cut to red tape within two years. A “two-for-one” regulation kill rule: for every new rule, two must die. A dollar-value offset: $1 of new administrative cost must be matched by $2 in cuts. And for once, someone’s watching the swamp: the Auditor General will audit compliance. No tricks. No loopholes. No gluing rulebooks together to fake progress like the Liberals did. Real cuts, enforced in public, with consequences. Now compare that to what the Liberals have done. Under Justin Trudeau and now Mark Carney, the number of federal rules has exploded—149,000 and counting. That’s 20,000 more than a decade ago, with $51 billion in annual compliance costs for small businesses. It’s not just inefficiency. It’s economic sabotage. And who benefits from that sabotage? The United States. Poilievre didn’t dance around it—he hit it head-on. President Trump has said he prefers the Liberals in power. Why? Because they’re weak. Because they keep Canadian oil in the ground and Canadian dollars flowing south. “Trump supports the Liberals because he wants Canada to stay weak,” Poilievre said. “I want the opposite. I want to bring it home.” The press tried to corner him—tried to paint him as “too Trump-like.” The irony, of course, is that Trump has openly rejected him, because unlike Trudeau and Carney, Poilievre is not for sale. And then came the attacks on Aaron Gunn. The media paraded misinformation accusations that Gunn denied the impact of residential schools. Poilievre didn’t flinch. He called it out for what it was: misinformation. He defended his candidate. He stood for truth, not Twitter mobs. And he flipped the narrative: if you want prosperity and dignity for First Nations, give them control over resources, revenue, and jobs—not slogans. Then came the issue of interprovincial trade, where Poilievre again showed he’s living in the real world. Local wineries in the Okanagan are shipping their product to the U.S. because it’s easier than selling across provincial lines. Under the Liberals, it's harder to trade within Canada than with foreign nations. That’s not a federation—that’s a farce. Poilievre promised to tear down the internal barriers the Laurentian elite have protected for decades. The CBC? He torched it. Not with culture war talking points, but with precision. It’s become an overfunded, Toronto-centric mouthpiece for the Liberal Party, sucking up $1.5 billion a year to produce less local coverage than ever. Mark Carney just promised another $150 million with no plan to pay for it. Poilievre called it what it is: “a morbidly obese Liberal government—on steroids.” And he’s right. Carney hasn’t named a single Liberal expenditure he’d reverse. Not one. He’s offering the same broken promises, wrapped in fancier language, from the same corrupt team. Poilievre, on the other hand, laid out a detailed plan to: Eliminate the GST on new homes and Canadian-made cars. Cut income taxes by 15%. Abolish the capital gains tax on money reinvested in Canada. Fast-track LNG projects on the West Coast. Repeal every anti-energy, anti-growth law passed by Trudeau’s swamp. He didn’t ask for permission. He promised results. He’s not trying to manage the decline. He’s here to stop it. Final Thoughts I’ve been watching these press conferences like a normal person, which means with my jaw somewhere on the floor. On one side, you’ve got Pierre Poilievre, actually talking about numbers, policies, things that, you know—exist in the real world. On the other side? You’ve got Mark Carney, Trudeau’s old economic braintrust, grinning like a Bond villain, promising to “invest” another $150 million into the CBC—because apparently, $1.5 billion a year isn’t enough to produce wall-to-wall Liberal talking points and a half-hour panel on white fragility. Carney calls it “public broadcasting.” Let’s call it what it is: state propaganda—funded by you, weaponized against you. And this is the guy who’s being sold to Canadians as the adult in the room? The savior? Mark Carney—the guy who’s spent the last decade not in Canada, but lecturing Canadians from London, New York, and climate finance panels in Geneva? He’s not some neutral economist. He’s a gold-plated Davos swamp rat who literally helped engineer the economic disaster we’re now living through—and now he wants to be rewarded with the keys to the kingdom? This man flew in from Glasgow—no joke—where he was pushing his net-zero snake oil to a bunch of unelected bureaucrats who couldn’t find Fort McMurray on a map if their Tesla battery depended on it. And what’s he proposing now? Keep Bill C-69, the law that strangled Canadian energy, killed pipeline after pipeline, and handed America control over our oil wealth. Keep the law that says: If you want to build anything in this country, you better ask permission from 14 departments and Greta Thunberg’s cousin first. Oh, and while he’s at it, don’t expect a single dollar of waste to be cut. Not one. Carney hasn’t named a single Liberal program he’d reduce. Not the CBC. Not the bloated bureaucracy. Not even the social engineering schemes buried deep in your child’s classroom. So let’s spell it out: Mark Carney is Trudeau without the TikTok. Same worldview. Same smugness. Same ideology. Except now he’s dressed it up in Oxford accents and finance jargon and thinks you’re too dumb to notice. He talks about “fighting climate change,” but never mentions the carbon imports from China. He talks about “building the future,” while propping up the same agencies that couldn’t build a bus stop on time. He talks about “standing up to Trump,” while literally keeping in place the laws that give Trump control over our energy, our jobs, our investment. And we’re supposed to believe he’s the serious one? No. What he is—is the avatar of managed decline. The velvet glove of the same iron fist that’s been throttling Canadian prosperity for ten years. Poilievre sees it, and he’s naming it. That’s why the media hate him. That’s why the Liberals fear him. And that’s why Donald Trump doesn’t want him elected—because he won’t roll over like Carney will. So again—this is not a normal election. It’s not Liberal vs. Conservative. It’s not progressive vs. populist. It’s elite decay vs. national revival. Poilievre doesn’t want to “manage” this slow-motion collapse. He wants to rip the duct tape off the pipes, shut down the bureaucracy, and start building again. He didn’t ask for permission. He didn’t host a panel. He promised results. And when he says “Canada First,” it’s not some borrowed slogan. It’s a warning to the swamp: Your time is up. Carney is decline dressed as competence. Poilievre is the first sign of life this country has had in a decade. So yeah, Pierre Poilievre chose defiance. Now it’s your turn.
1:54

Pierre Poilievre Declares War on Red Tape and Liberal Decay in Osoyoos There was a moment in Osoyoos, British Columbia, this week when you could feel the tectonic plates of Canadian politics shift. Pierre Poilievre didn’t just give a campaign speech—he delivered a declaration of war. Not against a rival party, not against a foreign power, but against the bloated, self-sustaining bureaucracy that has buried this country in red tape, crushed small business, and handed our economic sovereignty to Washington. And he did it with names, numbers, and fire. Standing beside Conservative candidates Helena Konanz and Dan Albas—real people with skin in the game—Poilievre laid out the most aggressive anti-regulation, pro-prosperity plan Canada has seen in a generation. This wasn’t “efficiency.” It wasn’t “modernization.” It was a full-scale rollback of the federal state. A 25% cut to red tape within two years. A “two-for-one” regulation kill rule: for every new rule, two must die. A dollar-value offset: $1 of new administrative cost must be matched by $2 in cuts. And for once, someone’s watching the swamp: the Auditor General will audit compliance. No tricks. No loopholes. No gluing rulebooks together to fake progress like the Liberals did. Real cuts, enforced in public, with consequences. Now compare that to what the Liberals have done. Under Justin Trudeau and now Mark Carney, the number of federal rules has exploded—149,000 and counting. That’s 20,000 more than a decade ago, with $51 billion in annual compliance costs for small businesses. It’s not just inefficiency. It’s economic sabotage. And who benefits from that sabotage? The United States. Poilievre didn’t dance around it—he hit it head-on. President Trump has said he prefers the Liberals in power. Why? Because they’re weak. Because they keep Canadian oil in the ground and Canadian dollars flowing south. “Trump supports the Liberals because he wants Canada to stay weak,” Poilievre said. “I want the opposite. I want to bring it home.” The press tried to corner him—tried to paint him as “too Trump-like.” The irony, of course, is that Trump has openly rejected him, because unlike Trudeau and Carney, Poilievre is not for sale. And then came the attacks on Aaron Gunn. The media paraded misinformation accusations that Gunn denied the impact of residential schools. Poilievre didn’t flinch. He called it out for what it was: misinformation. He defended his candidate. He stood for truth, not Twitter mobs. And he flipped the narrative: if you want prosperity and dignity for First Nations, give them control over resources, revenue, and jobs—not slogans. Then came the issue of interprovincial trade, where Poilievre again showed he’s living in the real world. Local wineries in the Okanagan are shipping their product to the U.S. because it’s easier than selling across provincial lines. Under the Liberals, it's harder to trade within Canada than with foreign nations. That’s not a federation—that’s a farce. Poilievre promised to tear down the internal barriers the Laurentian elite have protected for decades. The CBC? He torched it. Not with culture war talking points, but with precision. It’s become an overfunded, Toronto-centric mouthpiece for the Liberal Party, sucking up $1.5 billion a year to produce less local coverage than ever. Mark Carney just promised another $150 million with no plan to pay for it. Poilievre called it what it is: “a morbidly obese Liberal government—on steroids.” And he’s right. Carney hasn’t named a single Liberal expenditure he’d reverse. Not one. He’s offering the same broken promises, wrapped in fancier language, from the same corrupt team. Poilievre, on the other hand, laid out a detailed plan to: Eliminate the GST on new homes and Canadian-made cars. Cut income taxes by 15%. Abolish the capital gains tax on money reinvested in Canada. Fast-track LNG projects on the West Coast. Repeal every anti-energy, anti-growth law passed by Trudeau’s swamp. He didn’t ask for permission. He promised results. He’s not trying to manage the decline. He’s here to stop it. Final Thoughts I’ve been watching these press conferences like a normal person, which means with my jaw somewhere on the floor. On one side, you’ve got Pierre Poilievre, actually talking about numbers, policies, things that, you know—exist in the real world. On the other side? You’ve got Mark Carney, Trudeau’s old economic braintrust, grinning like a Bond villain, promising to “invest” another $150 million into the CBC—because apparently, $1.5 billion a year isn’t enough to produce wall-to-wall Liberal talking points and a half-hour panel on white fragility. Carney calls it “public broadcasting.” Let’s call it what it is: state propaganda—funded by you, weaponized against you. And this is the guy who’s being sold to Canadians as the adult in the room? The savior? Mark Carney—the guy who’s spent the last decade not in Canada, but lecturing Canadians from London, New York, and climate finance panels in Geneva? He’s not some neutral economist. He’s a gold-plated Davos swamp rat who literally helped engineer the economic disaster we’re now living through—and now he wants to be rewarded with the keys to the kingdom? This man flew in from Glasgow—no joke—where he was pushing his net-zero snake oil to a bunch of unelected bureaucrats who couldn’t find Fort McMurray on a map if their Tesla battery depended on it. And what’s he proposing now? Keep Bill C-69, the law that strangled Canadian energy, killed pipeline after pipeline, and handed America control over our oil wealth. Keep the law that says: If you want to build anything in this country, you better ask permission from 14 departments and Greta Thunberg’s cousin first. Oh, and while he’s at it, don’t expect a single dollar of waste to be cut. Not one. Carney hasn’t named a single Liberal program he’d reduce. Not the CBC. Not the bloated bureaucracy. Not even the social engineering schemes buried deep in your child’s classroom. So let’s spell it out: Mark Carney is Trudeau without the TikTok. Same worldview. Same smugness. Same ideology. Except now he’s dressed it up in Oxford accents and finance jargon and thinks you’re too dumb to notice. He talks about “fighting climate change,” but never mentions the carbon imports from China. He talks about “building the future,” while propping up the same agencies that couldn’t build a bus stop on time. He talks about “standing up to Trump,” while literally keeping in place the laws that give Trump control over our energy, our jobs, our investment. And we’re supposed to believe he’s the serious one? No. What he is—is the avatar of managed decline. The velvet glove of the same iron fist that’s been throttling Canadian prosperity for ten years. Poilievre sees it, and he’s naming it. That’s why the media hate him. That’s why the Liberals fear him. And that’s why Donald Trump doesn’t want him elected—because he won’t roll over like Carney will. So again—this is not a normal election. It’s not Liberal vs. Conservative. It’s not progressive vs. populist. It’s elite decay vs. national revival. Poilievre doesn’t want to “manage” this slow-motion collapse. He wants to rip the duct tape off the pipes, shut down the bureaucracy, and start building again. He didn’t ask for permission. He didn’t host a panel. He promised results. And when he says “Canada First,” it’s not some borrowed slogan. It’s a warning to the swamp: Your time is up. Carney is decline dressed as competence. Poilievre is the first sign of life this country has had in a decade. So yeah, Pierre Poilievre chose defiance. Now it’s your turn.

Dan Knight

47,387 次观看 • 1 年前