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Nude thickness aching – big bunda clenching under hungry stares 💋

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Quashman🤍

36,767 subscribers

28,902 Aufrufe • vor 4 Monaten •via X (Twitter)

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ＢＬＡＺＥ ＯＦ ＦＵＲＹ I slam down on the little shrimp with the full, earth-shaking tonnage of my colossal bulk. His puny frame flattens like a stomped roach beneath me, and a vicious snap cuts the air as his lungs cough up a sad, broken yelp. It’s fuckin’ wild how his skinny, fragile build sets my blood ablaze—like a brittle twig trembling beneath my hulking, boulder-like chest, begging to be crushed. My pecs squash him flat, mashing his mug into the mat with skull-shattering might. I smack my cock against the twin curves of his ass and grind it awake along their sculpted swell. My hips pound his dainty backside, even as he squirms, tensing and trying to buck me off. His pathetic fuckin’ resistance melts like butter under my sheer dominance—nothing but a sorry little twitch-fest. My junk roars to life faster than a souped-up dragster. I’m a goddamn bulldozer rolling over this fuckin’ worthless speck. I jerk up a couple inches and smash back down hard. A nasty crack rips from his guts under my brutal hammering, but all he’s got left is a faint gasp as the air ditches him. I drag myself slow, pulverizing him into the mat with every fiber of my strength, and growl in his ear: “Wrestle, runt!” I hoist my bulk up a hair, and the wimp starts thrashing under me. He knows I get off on his flailing fight—I crave those desperate, doomed swings. His mousy muscles got no shot at budging me, but even half-dead, he’s hell-bent on lighting my fuse. His tiny bum rubs my dick like mad, sparking like a match on rough timber. My member’s pulsing, primed to pay him back. Wielding my titanic bulk like a sledgehammer, I unleash a savage pounding on him. My gut slams him down with crushing weight. Every hit’s meaner than the last, sinking him deeper into the mat. His wriggling quits cold, his body caving to my relentless beatdown. The hardest blows grind his bones to dust, but he’s silent now—just ragged breaths forced out by my strikes. Conscious? Who gives a shit. After a dozen ruthless smacks, I flop onto him. His frail frame is scorching from the thrashing I dished out. My gargantuan mass locks him in place—no squirming, no breathing, nada. He’s mine to break, and my sheer heft could snuff him out for good. But I ain’t done—my cock’s howling for more. I peel off him. The shrimp wheezes, clawing for air, fumbling his wrecked shell. I give him a sec to pull it together—the grand finale’s coming. He knows a stiff corpse won’t rev my engine. I hiss in his ear: “Flip over!” Battered to hell, he still spins onto his back like a whipped little shit. He wouldn’t dream of crossing me—fear and heat tangle in his eyes as my monstrous shadow looms. I reward his obedience by slamming down full-force. His chest plate cracks, ribs splinter. My meat smacks his steel-hard cock with a loud thwack. The twisted little freak loves it. I’ve flattened him helpless again, and my shaft drinks in his agony. I grind it against his dick, mashing his lean torso with my thick, beefy bulk. His ribcage buckles as I lean in hard. His feebleness and frailty stoke my sadistic blaze. “Wrestle!” I snarl, easing up an inch to let him fan my flames. He tries to fight back—he knows every twitch stokes my fire. He’s desperate to keep me happy; he’s seen what happens to uppity punks who don’t. He don’t want that smoke. His beat-up, aching husk battles to please me. He’s so goddamn insignificant—my junk’s a live grenade. The big finish is close. I start ramming him for real with my cock, fuckin’ banging him into oblivion. My loins grind into his core with full throttle. Our tools collide, sizzling like live wires. My titan’s bulk pounds and smashes the runt under my brutal girth, raging harder each blow. His flopping fades fast, my crushing hits paralyzing him. He’s got no choice but to bow to my beastly fury. His shell cracks under my onslaught—too flimsy to take it. Bones groan and give, sinking with my blows. He’s gotta be out cold, but his stiffy’s trembling, ready to blow. I dive at him with unhinged rage, ready to tear him apart. His delicate rig shatters for good, bones snapping like brittle straw. My cock erupts like a damn volcano, and his tags along. Our gear’s drenched, dripping with heat. I unload again with feral power, roaring deep from my gut, and collapse, winded, on his smashed-up wreck. Our juices meld through the fabric like molten lava rivers. I sprawl over him, catching my breath. He’s pitifully small and breakable, the little shit. The shrimp’s out, his pretty face calm—miles from the fuckin’ hell he just ate. He nailed his role and served me right. I growl low, a sated beast’s rumble: “Good boy, you little fuck.”
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H.E Rotimi Amaechi has said what many Nigerians are already saying quietly in markets, homes, offices, campuses, motor parks, and community gatherings: if the 2027 election is free, fair, and credible, Tinubu may face a serious political battle. Amaechi’s statement is not just ordinary political talk. It reflects the visible mood of the country. Hunger has deepened. Poverty has expanded. Food prices have become a daily punishment. Fuel has become a heavy burden. Electricity remains unreliable for many citizens. Income has not grown at the same speed as the cost of survival. That is why Amaechi believes Tinubu can be defeated with ease in 2027. Not because the opposition has magic, but because the government has handed the opposition its strongest campaign message. Everywhere you go, ordinary Nigerians are asking the same painful question: is this the renewed hope they were promised? Tinubu came with the language of “Renewed Hope”, but for many struggling households, what they feel is renewed hunger, renewed hardship, renewed frustration, and renewed anger. This is no longer just politics. This is about the stomach. And when the stomach is crying, propaganda cannot easily silence it. RFI Hausa interviewed Amaechi as a presidential aspirant, where he explained what he would do if elected in 2027 and argued that hunger and poverty under the current administration have made Tinubu politically vulnerable. His message is simple: the hardship Nigerians are experiencing today may become the strongest force against the ruling party in 2027. ADC must take this message seriously. Opportunities like this do not come often. When citizens are crying, the opposition must become their voice. When citizens are suffering, the opposition must become their pathway. When citizens are tired of excuses, the opposition must present a clear alternative. But Tinubu will not be defeated by noise alone. ADC must build structure, present a credible candidate, unite the North and the South, enter communities, protect votes, and speak in the language ordinary Nigerians understand. The 2027 election will not only be decided by elite speeches. It will be decided by hungry stomachs, empty pockets, unemployed youths, mothers calculating food money, fathers struggling to meet family needs, and citizens who feel abandoned after big campaign promises. If Tinubu has the power of incumbency, ADC has the chance to harness something even stronger: public anger and the desire for change.
3:00

H.E Rotimi Amaechi has said what many Nigerians are already saying quietly in markets, homes, offices, campuses, motor parks, and community gatherings: if the 2027 election is free, fair, and credible, Tinubu may face a serious political battle. Amaechi’s statement is not just ordinary political talk. It reflects the visible mood of the country. Hunger has deepened. Poverty has expanded. Food prices have become a daily punishment. Fuel has become a heavy burden. Electricity remains unreliable for many citizens. Income has not grown at the same speed as the cost of survival. That is why Amaechi believes Tinubu can be defeated with ease in 2027. Not because the opposition has magic, but because the government has handed the opposition its strongest campaign message. Everywhere you go, ordinary Nigerians are asking the same painful question: is this the renewed hope they were promised? Tinubu came with the language of “Renewed Hope”, but for many struggling households, what they feel is renewed hunger, renewed hardship, renewed frustration, and renewed anger. This is no longer just politics. This is about the stomach. And when the stomach is crying, propaganda cannot easily silence it. RFI Hausa interviewed Amaechi as a presidential aspirant, where he explained what he would do if elected in 2027 and argued that hunger and poverty under the current administration have made Tinubu politically vulnerable. His message is simple: the hardship Nigerians are experiencing today may become the strongest force against the ruling party in 2027. ADC must take this message seriously. Opportunities like this do not come often. When citizens are crying, the opposition must become their voice. When citizens are suffering, the opposition must become their pathway. When citizens are tired of excuses, the opposition must present a clear alternative. But Tinubu will not be defeated by noise alone. ADC must build structure, present a credible candidate, unite the North and the South, enter communities, protect votes, and speak in the language ordinary Nigerians understand. The 2027 election will not only be decided by elite speeches. It will be decided by hungry stomachs, empty pockets, unemployed youths, mothers calculating food money, fathers struggling to meet family needs, and citizens who feel abandoned after big campaign promises. If Tinubu has the power of incumbency, ADC has the chance to harness something even stronger: public anger and the desire for change.

ADC Vanguard

12,165 Aufrufe • vor 3 Monaten

To my fellow Africans please don't bother to migrate and reside in South Africa unless you are part of a multinational or you are residing there in upmarket neighborhood as a second or even third home. I would like to enlighten some of these young Sat Africans. Kenya we are home to very many refugees be it Congo DRC, Somalia , South Sudan, Ethiopia if anything at one time we were surrounded by unstable countries except Tanzania. Never have we ever attacked anyone based on their nationality. These young black South Africans suffer from a serious scarcity mentality. I want to tell them , the Ethiopian or Nigerian will be gone but I want to assure them that they will still be hungry and even worse angry. Just because they are gone does not mean that their life will change for the better or own the business they run. Uganda under dictator Idi Amin expelled all Asians and we know what happened. Well they all moved on to UK, Canada and some crossed to Kenya where they all started afresh. I only came to know recently that one of my favorite authors Robin Sharma is originally from Uganda when his parents were forced to leave Uganda. What a gem Uganda lost but again everything happens for a reason. Rest of the world welcome refugees and give them a second chance in life. Many Somalis and Ethiopians including many South Sudanese who have made it in USA, UK, Canada , EU , Australia et al at one time called Kenya home and even now they still come back to visit holding passports of their adopted countries. My fellow Kenyans one thing for certain we are NOT selfish and we are always welcoming and that is one virtue that separates us from the rest of Africa. Please hold your head high as a proud Kenyan. I also challenge leadership of all these countries, please fix your nation so that your young men and women can see hope and vision. Give them a reason to stay at home and spare them such humiliation like in SA. Many have paid the ultimate price and the man in this video has made it clear you must leave by January 2024. Please don't wait to be a statistic. In business news we are always told about the double digit of economic growth of these very countries with highest number of young men and women who all want to exit , as Africans we must hang our head in shame when young men and women risk it all to cross the Sahara desert and Libya including the Mediterranean seas searching for a better life in Europe. I am challenging Ethiopia who suffer the highest brunt in South Africa. Why are young men and women from Ethiopia insisting to travel to South Africa? We see them everyday trying to cross Moyale border and they claim they are headed to South Africa. Of what use is your double digit growth if you cannot retain your young people who end up getting humiliated like what you see in this video? Let me call out our northern neighbour , Ethiopia you run the most successful airline in Africa, you run some of the most successful export processing zones , amazing leather industry, great athletes competing alongside Kenyans for honors in leading cities around the world .I ask why are your young men women risking it all in down south ? I recently watched a documentary how these young men and women are traveling all the way to Guatemala in South America then attempting to cross to USA. It saddens me a great as an African when I see such. For south Africa Nelson Mandela a man with a big heart must be turning in his grave. I weep for Sat Africa😭😭😭 The immigrants will one day go away but you need to work to improve your life. There is never free things in life . It is said you cannot talk about the weather if you remain in bed. As always I choose to remain an optimist
6:06

To my fellow Africans please don't bother to migrate and reside in South Africa unless you are part of a multinational or you are residing there in upmarket neighborhood as a second or even third home. I would like to enlighten some of these young Sat Africans. Kenya we are home to very many refugees be it Congo DRC, Somalia , South Sudan, Ethiopia if anything at one time we were surrounded by unstable countries except Tanzania. Never have we ever attacked anyone based on their nationality. These young black South Africans suffer from a serious scarcity mentality. I want to tell them , the Ethiopian or Nigerian will be gone but I want to assure them that they will still be hungry and even worse angry. Just because they are gone does not mean that their life will change for the better or own the business they run. Uganda under dictator Idi Amin expelled all Asians and we know what happened. Well they all moved on to UK, Canada and some crossed to Kenya where they all started afresh. I only came to know recently that one of my favorite authors Robin Sharma is originally from Uganda when his parents were forced to leave Uganda. What a gem Uganda lost but again everything happens for a reason. Rest of the world welcome refugees and give them a second chance in life. Many Somalis and Ethiopians including many South Sudanese who have made it in USA, UK, Canada , EU , Australia et al at one time called Kenya home and even now they still come back to visit holding passports of their adopted countries. My fellow Kenyans one thing for certain we are NOT selfish and we are always welcoming and that is one virtue that separates us from the rest of Africa. Please hold your head high as a proud Kenyan. I also challenge leadership of all these countries, please fix your nation so that your young men and women can see hope and vision. Give them a reason to stay at home and spare them such humiliation like in SA. Many have paid the ultimate price and the man in this video has made it clear you must leave by January 2024. Please don't wait to be a statistic. In business news we are always told about the double digit of economic growth of these very countries with highest number of young men and women who all want to exit , as Africans we must hang our head in shame when young men and women risk it all to cross the Sahara desert and Libya including the Mediterranean seas searching for a better life in Europe. I am challenging Ethiopia who suffer the highest brunt in South Africa. Why are young men and women from Ethiopia insisting to travel to South Africa? We see them everyday trying to cross Moyale border and they claim they are headed to South Africa. Of what use is your double digit growth if you cannot retain your young people who end up getting humiliated like what you see in this video? Let me call out our northern neighbour , Ethiopia you run the most successful airline in Africa, you run some of the most successful export processing zones , amazing leather industry, great athletes competing alongside Kenyans for honors in leading cities around the world .I ask why are your young men women risking it all in down south ? I recently watched a documentary how these young men and women are traveling all the way to Guatemala in South America then attempting to cross to USA. It saddens me a great as an African when I see such. For south Africa Nelson Mandela a man with a big heart must be turning in his grave. I weep for Sat Africa😭😭😭 The immigrants will one day go away but you need to work to improve your life. There is never free things in life . It is said you cannot talk about the weather if you remain in bed. As always I choose to remain an optimist

Mohammed Hersi : Mr Optimist

346,107 Aufrufe • vor 2 Jahren

Hannah Spencer delivers her second speech in parliament, and does so on the Royal Address on behalf of the Green party "And this is only the second time I have made a speech here, so I hope you will all bear with me if I get any protocols wrong. Um. In my maiden speech, I gave a shout-out to the many professions and communities that haven't been well represented here in Parliament in the past, and I made a promise to help give them a voice." "And today it feels especially important to keep that promise because there's sadly not enough in the King's Speech that is going to make their lives significantly better. And that is why us Greens have tabled a reasoned amendment for all the people working hard, or to raise a family, or to just get through each day, because everyone deserves a safety net and a chance to get ahead." "For everyone who wants things to be different, one in three households in Gorton and Denton live in fuel poverty, and the UK has got some of the leakiest homes in Europe. And I know that because I have worked on thousands of them in my last job as a plumber." "And so if we want to cut energy bills for good, we really do need a properly funded and a properly regulated national home insulation scheme, and to go even bigger on renewable energy. And that is where investment should be going, not into nuclear power." "And the King's Speech includes some steps in the right direction, but it is nothing like the transformative, progressive programme that this moment demands. It doesn't rise to the climate and nature crisis that is happening now, and that's a crisis that can't be separated from the inequality and cost-of-living crises that are happening too, because it is always the poorest people that suffer the most here in our country and around the world." "And while certain people will claim that climate action is pushing up bills, we know that that isn't true, and we know that some of the people saying that are being bankrolled by the very companies causing climate destruction and ripping off our constituents." "And the Representation of the People Bill must go further on cleaning up politics because a greener, more affordable, more secure future is possible if you stand up to those vested interests and if we're prepared to admit that obscene wealth is damaging our country." "And people out there are so angry at the gap between the super, super rich and all the rest of us getting even bigger, and they want something equally big done about it. They don't want any child to go hungry, and they know that a free hot school meal for every child up to the age of 16 is possible if extreme wealth is taxed fairly." "They want public transport to be more affordable, and they know that we could start by giving free bus passes to all the under-22s, again, paid for by our tax system being made fairer." "They want everyone to have a roof over their head, to get a doctor's or a dentist appointment without struggle, and for the NHS to be run for the public good, not to line shareholders' pockets. And they know that change is possible if only this government, a Labour government, would tax extreme wealth fairly." "Our Green amendment includes new powers to control rents. Greens welcomed the changes in the Renters Reform Act and now plans for more social housing. But far too many people are still struggling to pay their rent and make ends meet. So alongside action to bring down energy and water bills, it is time to get a grip on the cost of renting too." "And now I was elected to give a voice to a politics that truly represents everyone. This is the first King's Speech I've been in Parliament to hear, and honestly, what I'm hearing isn't gonna give everyone the meaningful change that we and they all know is possible." "So Greens will have no hesitation to use our individual and collective voices over the coming months to welcome progress when it's made, but crucially, to demand the change that people were promised and the change that people deserve to have." "Thank you. Hear, hear."
4:28

Hannah Spencer delivers her second speech in parliament, and does so on the Royal Address on behalf of the Green party "And this is only the second time I have made a speech here, so I hope you will all bear with me if I get any protocols wrong. Um. In my maiden speech, I gave a shout-out to the many professions and communities that haven't been well represented here in Parliament in the past, and I made a promise to help give them a voice." "And today it feels especially important to keep that promise because there's sadly not enough in the King's Speech that is going to make their lives significantly better. And that is why us Greens have tabled a reasoned amendment for all the people working hard, or to raise a family, or to just get through each day, because everyone deserves a safety net and a chance to get ahead." "For everyone who wants things to be different, one in three households in Gorton and Denton live in fuel poverty, and the UK has got some of the leakiest homes in Europe. And I know that because I have worked on thousands of them in my last job as a plumber." "And so if we want to cut energy bills for good, we really do need a properly funded and a properly regulated national home insulation scheme, and to go even bigger on renewable energy. And that is where investment should be going, not into nuclear power." "And the King's Speech includes some steps in the right direction, but it is nothing like the transformative, progressive programme that this moment demands. It doesn't rise to the climate and nature crisis that is happening now, and that's a crisis that can't be separated from the inequality and cost-of-living crises that are happening too, because it is always the poorest people that suffer the most here in our country and around the world." "And while certain people will claim that climate action is pushing up bills, we know that that isn't true, and we know that some of the people saying that are being bankrolled by the very companies causing climate destruction and ripping off our constituents." "And the Representation of the People Bill must go further on cleaning up politics because a greener, more affordable, more secure future is possible if you stand up to those vested interests and if we're prepared to admit that obscene wealth is damaging our country." "And people out there are so angry at the gap between the super, super rich and all the rest of us getting even bigger, and they want something equally big done about it. They don't want any child to go hungry, and they know that a free hot school meal for every child up to the age of 16 is possible if extreme wealth is taxed fairly." "They want public transport to be more affordable, and they know that we could start by giving free bus passes to all the under-22s, again, paid for by our tax system being made fairer." "They want everyone to have a roof over their head, to get a doctor's or a dentist appointment without struggle, and for the NHS to be run for the public good, not to line shareholders' pockets. And they know that change is possible if only this government, a Labour government, would tax extreme wealth fairly." "Our Green amendment includes new powers to control rents. Greens welcomed the changes in the Renters Reform Act and now plans for more social housing. But far too many people are still struggling to pay their rent and make ends meet. So alongside action to bring down energy and water bills, it is time to get a grip on the cost of renting too." "And now I was elected to give a voice to a politics that truly represents everyone. This is the first King's Speech I've been in Parliament to hear, and honestly, what I'm hearing isn't gonna give everyone the meaningful change that we and they all know is possible." "So Greens will have no hesitation to use our individual and collective voices over the coming months to welcome progress when it's made, but crucially, to demand the change that people were promised and the change that people deserve to have." "Thank you. Hear, hear."

Farrukh

441,485 Aufrufe • vor 3 Monaten

Akira Kurosawa on his experience watching 'Solaris' (1972) & drinking vodka with Andrei Tarkovsky in Moscow: "I met Tarkovsky for the first time when I attended my welcome luncheon at the Mosfilm during my first visit to Soviet Russia. He was small, thin, looked a little frail, and at the same time exceptionally intelligent, and unusually shrewd and sensitive. I thought he somehow resembled Toru Takemitsu, but I don’t know why. Then he excused himself saying, “I still have work to do,” and disappeared, and after a while I heard such a big explosion as to make all the glass windows of the dining hall tremble hard. Seeing me taken aback, the boss of the Mosfilm said with a meaningful smile: “You know another world war does not break out. Tarkovsky just launched a rocket. This work with Tarkovsky, however, has proved a Great War for me.” That was the way I knew Tarkovsky was shooting 'Solaris' (1972). After the luncheon party, I visited his set for Solaris. There it was. I saw a burnt down rocket was there at the corner of the space station set. I am sorry I forgot to ask him as to how he had shot the launching of the rocket on the set. The set of the satellite base was beautifully made at a huge cost, for it was all made up of thick duralumin. It glittered in its cold metallic silver light, and I found light rays of red, or blue or green delicately winking or waving from electric light bulbs buried in the gagues on the equipment lined up in there. And above on the ceiling of the corridor ran two duralumin rails from which hanged a small wheel of a camera which could move around freely inside the satellite base. Tarkovsky guided me around the set, explaining to me as cheerfully as a young boy who is given a golden opportunity to show someone his favorite toybox. Bondarchuk, who came with me, asked him about the cost of the set, and left his eyes wide open when Tarkovsky answered it. The cost was so huge: about six hundred million yen as to make Bondarchuk, who directed that grand spectacle of a movie “War and Peace,” agape in wonder. Now I came to fully realize why the boss of the Mosfilm said it was “a Great War for me.” But it takes a huge talent and effort to spend such a huge cost. Thinking “This is a tremendous task” I closely gazed at his back when he was leading me around the set in enthusiasm. Concerning Solaris, I find many people complaining that it is too long, but I do not think so. They especially find too lengthy the description of nature in the introductory scenes, but these layers of memory of farewell to this earthly nature submerge themselves deep below the bottom of the story after the main character has been sent in a rocket into the satellite station base in the universe, and they almost torture the soul of the viewer like a kind of irresistible nostalghia toward mother earth nature, which resembles homesickness. Without the presence of beautiful nature sequences on earth as a long introduction, you could not make the audience directly conceive the sense of having-no-way-out harboured by the people “jailed” inside the satellite base. I saw this film late at night in a preview room in Moscow for the first time, and soon I felt my heart aching in agony with a longing to returning to the earth as quickly as possible. Marvellous progress in science we have been enjoying, but where will it lead humanity after all? Sheer fearful emotion this film succeeds in conjuring up in our soul. Without it, a science fiction movie would be nothing more than a petty fancy. These thoughts came and went while I was gazing at the screen. Tarkovsky was together with me then. He was at the corner of the studio. When the film was over, he stood up, looking at me as if he felt timid. I said to him, “Very good. It makes me feel real fear.” Tarkovsky smiled shyly, but happily. And we toasted vodka at the restaurant in the Film Institute. Tarkovsky, who didn’t drink usually, drank a lot of vodka, and went so far as to turn off the speaker from which music had floated into the restaurant, and began to sing the theme of samurai from Seven Samurai at the top of his voice. As if to rival him, I joined in. For I was at that moment very happy to find myself living on Earth. Solaris makes a viewer feel this, and even this single fact shows us that Solaris is no ordinary SF film. It truly somehow provokes pure horror in our soul. And it is under the total grip of the deep insights of Tarkovsky. There must be many, many things still unknown to humanity in this world: the abyss of the cosmos which a man had to look into, strange visitors in the satellite base, time running in reverse, from death to life, strangely moving sense of levitation, his home which is in the mind of the main character in the satellite station is wet and soaked with water. It seems to me to be sweat and tears that in his heartbreaking agony he squeezed out of his whole being. And what makes us shudder is the shot of the location of Akasakamitsuke, Tokyo, Japan. By a skillful use of mirrors, he turned flows of head lights and tail lamps of cars, multiplied and amplified, into a vintage image of the future city. Every shot of Solaris bears witness to the almost dazzling talents inherent in Tarkovsky. Many people grumble that Tarkovsky’s films are difficult, but I don’t think so. His films just show how extraordinarily sensitive Tarkovsky is. He made a film titled 'Mirror' (1975) after Solaris. Mirror deals with his cherished memories in his childhood, and many people say again it is disturbingly difficult. Yes, at a glance, it seems to have no rational development in its storytelling. But we have to remember: it is impossible that in our soul our childhood memories should arrange themselves in a static, logical sequence. A strange train of fragments of early memory images shattered and broken can bring about the poetry in our infancy. Once you are convinced of its truthfulness, you may find Mirror the easiest film to understand. But Tarkovsky remains silent, without saying things like that at all. His very attitude makes me believe that he has wonderful potentials in his future. There can be no bright future for those who are ready to explain everything about their own film." ("Akira Kurosawa on watching ‘Solaris’ with Andrei Tarkovsky", Cinephilia & Beyond)
0:48

Akira Kurosawa on his experience watching 'Solaris' (1972) & drinking vodka with Andrei Tarkovsky in Moscow: "I met Tarkovsky for the first time when I attended my welcome luncheon at the Mosfilm during my first visit to Soviet Russia. He was small, thin, looked a little frail, and at the same time exceptionally intelligent, and unusually shrewd and sensitive. I thought he somehow resembled Toru Takemitsu, but I don’t know why. Then he excused himself saying, “I still have work to do,” and disappeared, and after a while I heard such a big explosion as to make all the glass windows of the dining hall tremble hard. Seeing me taken aback, the boss of the Mosfilm said with a meaningful smile: “You know another world war does not break out. Tarkovsky just launched a rocket. This work with Tarkovsky, however, has proved a Great War for me.” That was the way I knew Tarkovsky was shooting 'Solaris' (1972). After the luncheon party, I visited his set for Solaris. There it was. I saw a burnt down rocket was there at the corner of the space station set. I am sorry I forgot to ask him as to how he had shot the launching of the rocket on the set. The set of the satellite base was beautifully made at a huge cost, for it was all made up of thick duralumin. It glittered in its cold metallic silver light, and I found light rays of red, or blue or green delicately winking or waving from electric light bulbs buried in the gagues on the equipment lined up in there. And above on the ceiling of the corridor ran two duralumin rails from which hanged a small wheel of a camera which could move around freely inside the satellite base. Tarkovsky guided me around the set, explaining to me as cheerfully as a young boy who is given a golden opportunity to show someone his favorite toybox. Bondarchuk, who came with me, asked him about the cost of the set, and left his eyes wide open when Tarkovsky answered it. The cost was so huge: about six hundred million yen as to make Bondarchuk, who directed that grand spectacle of a movie “War and Peace,” agape in wonder. Now I came to fully realize why the boss of the Mosfilm said it was “a Great War for me.” But it takes a huge talent and effort to spend such a huge cost. Thinking “This is a tremendous task” I closely gazed at his back when he was leading me around the set in enthusiasm. Concerning Solaris, I find many people complaining that it is too long, but I do not think so. They especially find too lengthy the description of nature in the introductory scenes, but these layers of memory of farewell to this earthly nature submerge themselves deep below the bottom of the story after the main character has been sent in a rocket into the satellite station base in the universe, and they almost torture the soul of the viewer like a kind of irresistible nostalghia toward mother earth nature, which resembles homesickness. Without the presence of beautiful nature sequences on earth as a long introduction, you could not make the audience directly conceive the sense of having-no-way-out harboured by the people “jailed” inside the satellite base. I saw this film late at night in a preview room in Moscow for the first time, and soon I felt my heart aching in agony with a longing to returning to the earth as quickly as possible. Marvellous progress in science we have been enjoying, but where will it lead humanity after all? Sheer fearful emotion this film succeeds in conjuring up in our soul. Without it, a science fiction movie would be nothing more than a petty fancy. These thoughts came and went while I was gazing at the screen. Tarkovsky was together with me then. He was at the corner of the studio. When the film was over, he stood up, looking at me as if he felt timid. I said to him, “Very good. It makes me feel real fear.” Tarkovsky smiled shyly, but happily. And we toasted vodka at the restaurant in the Film Institute. Tarkovsky, who didn’t drink usually, drank a lot of vodka, and went so far as to turn off the speaker from which music had floated into the restaurant, and began to sing the theme of samurai from Seven Samurai at the top of his voice. As if to rival him, I joined in. For I was at that moment very happy to find myself living on Earth. Solaris makes a viewer feel this, and even this single fact shows us that Solaris is no ordinary SF film. It truly somehow provokes pure horror in our soul. And it is under the total grip of the deep insights of Tarkovsky. There must be many, many things still unknown to humanity in this world: the abyss of the cosmos which a man had to look into, strange visitors in the satellite base, time running in reverse, from death to life, strangely moving sense of levitation, his home which is in the mind of the main character in the satellite station is wet and soaked with water. It seems to me to be sweat and tears that in his heartbreaking agony he squeezed out of his whole being. And what makes us shudder is the shot of the location of Akasakamitsuke, Tokyo, Japan. By a skillful use of mirrors, he turned flows of head lights and tail lamps of cars, multiplied and amplified, into a vintage image of the future city. Every shot of Solaris bears witness to the almost dazzling talents inherent in Tarkovsky. Many people grumble that Tarkovsky’s films are difficult, but I don’t think so. His films just show how extraordinarily sensitive Tarkovsky is. He made a film titled 'Mirror' (1975) after Solaris. Mirror deals with his cherished memories in his childhood, and many people say again it is disturbingly difficult. Yes, at a glance, it seems to have no rational development in its storytelling. But we have to remember: it is impossible that in our soul our childhood memories should arrange themselves in a static, logical sequence. A strange train of fragments of early memory images shattered and broken can bring about the poetry in our infancy. Once you are convinced of its truthfulness, you may find Mirror the easiest film to understand. But Tarkovsky remains silent, without saying things like that at all. His very attitude makes me believe that he has wonderful potentials in his future. There can be no bright future for those who are ready to explain everything about their own film." ("Akira Kurosawa on watching ‘Solaris’ with Andrei Tarkovsky", Cinephilia & Beyond)

DepressedBergman

197,819 Aufrufe • vor 8 Monaten

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

Mike

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