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MMAsparring

千春

1,146 subscribers

91,794 次观看 • 4 个月前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

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HOPE FOR THE BEST, PREPARE FOR THE WORST. Let’s make this the most peaceful movement in India's history. Please be vigilant that no miscreants play mischief. See you all in Delhi tomorrow... #CockroachJantaParty #CJP #SonamWangchuk

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The knockout rounds are here, and now it gets real for Team USA. 🇺🇸 After cruising through the group stage and clinching first place with two impressive wins, the Americans are set to face Bosnia and Herzegovina on Wednesday. The biggest storyline? Christian Pulisic. Pulisic sat out the last match, but he's expected to return. After the way he looked against Turkey, there's plenty of reason to believe he'll be healthy enough to make the difference the U.S. will need. Head coach Mauricio Pochettino has been optimistic about Pulisic's return, while reminding everyone that the bigger story is the U.S. topping its group and carrying momentum into the knockout stage.

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It's wild that people post videos of themselves blatantly breaking the law like this. Look, obviously, the idea of being able to do something else, like work, while driving is extremely appealing, but you just can't do it like that. Tesla FSD v14 is extremely impressive, but the best data we have right now points to a critical intervention every ~2,000 miles on average. Human drivers crash about every ~400,000 miles on average. You will hurt yourself, or God forbid, someone else, if you keep doing this, as you won't be able to intervene properly. I know some don't believe because they blindly believe Tesla's claim that "FSD is 10x safer than human drivers", but that's the most misleading claim ever. First off, the data is cherry-picked. I do believe that driving on FSD is safer than driving without, but closer to a factor 3x based on the best, not-Tesla-massaged, data. But more importantly, that's 3x safer than FSD plus human. Not just FSD. It is safer because it is supervised by a human paying attention and correcting the system when needed. If you use it like this guy, you are not safer. Period.

It's wild that people post videos of themselves blatantly breaking the law like this. Look, obviously, the idea of being able to do something else, like work, while driving is extremely appealing, but you just can't do it like that. Tesla FSD v14 is extremely impressive, but the best data we have right now points to a critical intervention every ~2,000 miles on average. Human drivers crash about every ~400,000 miles on average. You will hurt yourself, or God forbid, someone else, if you keep doing this, as you won't be able to intervene properly. I know some don't believe because they blindly believe Tesla's claim that "FSD is 10x safer than human drivers", but that's the most misleading claim ever. First off, the data is cherry-picked. I do believe that driving on FSD is safer than driving without, but closer to a factor 3x based on the best, not-Tesla-massaged, data. But more importantly, that's 3x safer than FSD plus human. Not just FSD. It is safer because it is supervised by a human paying attention and correcting the system when needed. If you use it like this guy, you are not safer. Period.

Fred Lambert

12,058 次观看 • 16 天前

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE And your retirement account is secretly holding the bag. This scheme is literally straight out of the Enron playbook... In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose: Buy Nvidia's chips so Nvidia could book the sale as revenue. Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs. But $1.9 billion of that money came FROM Nvidia itself. Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue. It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion. But it gets MUCH worse: The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene. And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products. Follow the chain: Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe. The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years. Now look at what's happening inside Athene: $74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight. $103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price. These assets are valued by internal models, not by actual markets. And sitting on top of all those unpriced assets? 16.6x leverage. If you're getting flashbacks to 2008, you should be. Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood. Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product. The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels. And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America. Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal. But legality and legitimacy are not the same thing. I've seen every trick Wall Street has ever pulled in my 45 years of doing this. And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers. In 2008 it was mortgage-backed securities. In 2026 it's GPU-backed securities. Different asset. Same greed. With the same ending.

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE And your retirement account is secretly holding the bag. This scheme is literally straight out of the Enron playbook... In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose: Buy Nvidia's chips so Nvidia could book the sale as revenue. Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs. But $1.9 billion of that money came FROM Nvidia itself. Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue. It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion. But it gets MUCH worse: The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene. And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products. Follow the chain: Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe. The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years. Now look at what's happening inside Athene: $74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight. $103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price. These assets are valued by internal models, not by actual markets. And sitting on top of all those unpriced assets? 16.6x leverage. If you're getting flashbacks to 2008, you should be. Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood. Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product. The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels. And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America. Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal. But legality and legitimacy are not the same thing. I've seen every trick Wall Street has ever pulled in my 45 years of doing this. And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers. In 2008 it was mortgage-backed securities. In 2026 it's GPU-backed securities. Different asset. Same greed. With the same ending.

George Noble

593,141 次观看 • 24 天前

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The angst in this scene is absolutely unmatched 😭💔

The angst in this scene is absolutely unmatched 😭💔

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The writings of the past often reveal the purpose behind the journey. During the Wakas at Simula era, we asked Pablo what dream became clearer to him. His answer was simple: “Taking Filipino stories further than ever before.” Is this how he wants to continue the story? #SB19 #WakasAtSimulaAftermath #TheStoryContinues

The writings of the past often reveal the purpose behind the journey. During the Wakas at Simula era, we asked Pablo what dream became clearer to him. His answer was simple: “Taking Filipino stories further than ever before.” Is this how he wants to continue the story? #SB19 #WakasAtSimulaAftermath #TheStoryContinues

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