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Palantir’s $10B Army contract = massive data center hiring wave that nobody’s talking about. Military AI can’t run on public cloud. Government needs: • Air-gapped data centers • SCIF facilities• Cleared infrastructure teams Data center ops: $80K-120K Network engineers: $100K-150K Cloud architects: $130K-200K+ Essential certs: ✅ Security+ (clearance req)...

790,642 просмотров • 1 год назад •via X (Twitter)

Комментарии: 49

Фото профиля Junior95207
Junior952071 год назад

Just apply to Amazon, MSFT, Oracle, and Google as a DC tech. They’ll clear you after 6 months. Google has corporate fabric that is FedRamp, everyone else is hoping fir the same, but Amazon’s DC is in Phx and Ohio. Look for those jobs. Oracle in Abilene TX. MSFT in DC.

Фото профиля Mel ⚡️
Mel ⚡️1 год назад

Thats a great idea!

Фото профиля Junior95207
Junior952071 год назад

Np. This is not my professional account, so my post history contains buying pussy, ragebating, and slight technical pointers.

Фото профиля Jackson Action
Jackson Action1 год назад

@melTechFlow So what are some good buying pussy tips?

Фото профиля Junior95207
Junior952071 год назад

@melTechFlow Have bag. Lurk in broke men sections and douse the babe with hypergamous compliments. Check out tiktok. I got so much pussy just from talking that money shit. Sure enough, I text them my building name,they check it out on live, then I get the follow. We link up afterwards.

Фото профиля Marq
Marq1 год назад

Most people who know VMware are not old. Idk what you’re talk about lol.

Фото профиля Mel ⚡️
Mel ⚡️1 год назад

Idk the ones I met were on average 50 and almost ready to retire

Фото профиля GameDude2k00
GameDude2k001 год назад

@dev_null321 Man U coming for the VMware crew 😂😂💀

Фото профиля Mel ⚡️
Mel ⚡️1 год назад

@dev_null321 This is just my experience but most of them tend to be more seasoned lol

Фото профиля Terrible Tommy
Terrible Tommy1 год назад

@GDude2k00 @dev_null321 currently in school where they use VMware my professors love Mint, I get the implementation of virtual machines in network systems

Фото профиля Marq
Marq1 год назад

@melTechFlow @GDude2k00 Yea VMware is essential in like everything. Virtualization software is fundamental.

Фото профиля u a bitch nigga
u a bitch nigga1 год назад

@BigEeZy @melTechFlow @GDude2k00 Isn’t virtual machine the thing people use to access the dark web safely?

Фото профиля Marq
Marq1 год назад

@BigEeZy @melTechFlow @GDude2k00 You can access the dark web over tor and be safe. A VMware is overkill. Think of a virtual machine as just a virtualized version of windows or macOS. It’s contained and what you do there won’t effect your host operating system. So you can use a Mac and run windows etc.

Фото профиля TheTruth-WillPrevail
TheTruth-WillPrevail1 год назад

You think I'm gonna assist these demons in destroying our planet and bringing on their AI Anti-Christ? 🤣🤣🤣🤣 You got me fucked up!

Фото профиля Nene🇵🇸🇸🇩🇨🇩🇾🇪🇱🇧🇨🇺🇵🇷🏴‍☠️
Nene🇵🇸🇸🇩🇨🇩🇾🇪🇱🇧🇨🇺🇵🇷🏴‍☠️1 год назад

Yay you can be a willing participant in the surveillance state and continue assisting in the murders of unarmed civilians abroad in places like Gaza, Sudan, and Congo. Don’t miss out on this opportunity to take away rights from your fellow citizens and commit genocide.

Фото профиля AUB LANG
AUB LANG1 год назад

Just watched War of the Worlds

Фото профиля African Ronin
African Ronin1 год назад

Network engineers aren’t going anywhere. Who’ll setup the GPU clusters?

Фото профиля Mel ⚡️
Mel ⚡️1 год назад

I cant see them going anywhere no tine soon. We love and appreciate yah lol

Фото профиля Airforce Airforce
Airforce Airforce1 год назад

@RemyAjenifuja Wym anytime soon? So there is still a possibility it will get fazed out by robots.

Фото профиля African Ronin
African Ronin1 год назад

@melTechFlow Every physical job eventually

Фото профиля Queen
Queen1 год назад

That lighting bolt means white suprematist you might want to get rid of it

Фото профиля The Lazy Dilettante
The Lazy Dilettante1 год назад

Sure if you don’t mind sacrificing your soul

Фото профиля Simple Beauty
Simple Beauty1 год назад

Is there an opportunity for hvac companies?

Фото профиля Mel ⚡️
Mel ⚡️1 год назад

I think so actually. Check this article out

Фото профиля Mel ⚡️
Mel ⚡️1 год назад

Stole this from @iamKierraD

Фото профиля Windstar
Windstar1 год назад

Plantir is such a terrible company and the ceo 🤦

Фото профиля The Midia
The Midia1 год назад

Don’t do it. It’s a trap 😂 Former FAANG. Former TS/SCI Nooo thanks

Фото профиля Rennard Watkins
Rennard Watkins1 год назад

You’re 100% right... I’m currently troubleshooting a production load balancer. Something like this, can’t wait until Monday to be fixed.

Фото профиля Jonathan G.
Jonathan G.1 год назад

IT will always have a place in the world. The world is ever changing. Network Admins will always have work. Infrastructure is as important being in those talks is huge learning how it all comes together. the network switches your security software. Your servers all need a place.

Фото профиля Meat Popsicles
Meat Popsicles1 год назад

As a cloud architect, that salary is way too low.

Фото профиля Viv Ralls
Viv Ralls1 год назад

This is excellent career advice for native US citizens. Thank you for sharing.

Фото профиля Sally van der Graaff
Sally van der Graaff1 год назад

I deeply resent my greedy neighbors & others for selling me/mine & our data out for their personal revenge & profit. These criminals have hosted illegal tech & groups ranging from Infragard to MIC goons doing "research." They also torture us. @DNIGabbard @FBIDDBongino

Фото профиля Leo Silver
Leo Silver1 год назад

Hey Mel, I appreciate your video. I have a college degree from 20 years ago, I know how to use a computer, but not on a software engineer level, or even a computer science major level, but I can figure things out and not afraid to learn. How do you recommend for me to get these certifications (Security+ & CCNA)? I can do this on my own?

Фото профиля Aire
Aire1 год назад

How easy would it be to get these w no prior experience just insane grind

Фото профиля Lucas Sinclair
Lucas Sinclair1 год назад

Working for literal evil up front. I guess 🤷🏾‍♂️

Фото профиля Best Tickles
Best Tickles1 год назад

Hmmmm. Wonder if the longer term play is to just use people. DNA can store data—it’s incredibly dense, stable, and energy-efficient, theoretically capable of storing exabytes of data in a gram of material. Scientists have encoded things like books, images, and even videos into DNA sequences, with successful retrieval. The process involves converting digital data (binary) into DNA’s four nucleotide bases (A, T, C, G), synthesizing the DNA, and later sequencing it to retrieve the data. Using people as “cloud storage” raises wild ethical, practical, and technical issues: 1. Ethics: Storing data in human DNA would require genetic manipulation, which is a minefield—think consent, privacy, and potential misuse. You’d be turning people into data warehouses, which could lead to dystopian scenarios where individuals are exploited or hacked at a biological level. 2. Practicality: DNA storage is slow and expensive right now. Encoding and decoding data takes specialized equipment and time, unlike the instant access of current cloud systems. You’d also need a way to safely integrate and extract data without messing up the person’s biology. 3. Biology: Human DNA is already doing a lot—running your body. Adding foreign data could risk mutations or interfere with natural genetic processes. Plus, how do you access it? You’d need invasive procedures to retrieve the data, and errors in replication could corrupt it. 4. Scale: Even if you could overcome these hurdles, managing billions of people as storage nodes would be a logistical nightmare. Current cloud infrastructure is centralized, scalable, and way easier to maintain. DNA storage tech is better suited for archival purposes right now, not replacing data centers.

Фото профиля goycattlenation
goycattlenation1 год назад

I know VMWARE / Cisco at a terminal interface level and have worked in infrastructure for 15 years. Where the fuck is the person that’s gonna sponsor me to get me a clearance to do this work? I cannot get a government clearance for the life of me.

Фото профиля T
T1 год назад

Normal data centers pay more than that.

Фото профиля Leroy
Leroy1 год назад

This is all the people that will be responsible for building an infrastructure that will be responsible for in-slaving the People

Фото профиля Legion
Legion1 год назад

If it’s air gapped how do they get the data to the data center? I’m sure it’s the equivalent of a very large thumb drive but I’m honestly curious how they do it if anyone knows? @grok you got me?

Фото профиля Wes
Wes1 год назад

Fantastic info bro!

Фото профиля Högen
Högen1 год назад

You’re supposed to push back against fascism, not teach a course in how to help them achieve their goals.

Фото профиля Cropped Austin
Cropped Austin1 год назад

Yea dude you have a little knowledge but respectfully you have no idea what you’re talking about.

Фото профиля just my thoughts people
just my thoughts people1 год назад

They can’t run on public cloud, but they can run in public data centers but they not building their own cloud. One of if not all of the big 5 will host the data

Фото профиля M&MJ
M&MJ1 год назад

Air gap? I think that's a new term; we called it a standalone when I worked at the Pentagon.

Фото профиля 🌉 G Tₕₙₓ🏆
🌉 G Tₕₙₓ🏆1 год назад

And all while using Chinese hardware with Chinese backdoor vulnerabilities.

Фото профиля Kurt Gr
Kurt Gr1 год назад

Not airgapped. AWS or AZURE gov cloud.

Фото профиля Legion
Legion1 год назад

VMs aren’t anything special, anyone with a little bit of tech savvy shouldn’t have any issues with them. Doesn’t every coder use one at some point? I have a Mac so I’m constantly running projects I’m making in VENV in my terminal. VENV is a Virtual Environment same thing as a VM or Virtual Machine. When I learned to code (which was only like 6-7 years ago) they were used for people who didn’t have a Mac (Macs or at least the macOS is built on a Unix foundation which is a close cousin to Linux which just means your terminal uses bash or zsh by default as opposed to a PC where the Command Prompt or PowerShell isn’t Unix/Linux like so people will run a VM to get closer to Linux) and the reason people want to be as close to Linux for coding has to with servers (which run on Linux). There’s so much more to this but I’m just trying to over simplifying a complex system into a few sentences, so don’t come for me nerds!

Фото профиля Matt Lucas
Matt Lucas1 год назад

Security+ is not a good measure… do the job for 20+ years and then you’ll know…. DoD 8140, which you fail to mention… Experience in lieu of certification. I will always hire “experience” over “certification” anyday.

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Billion-Dollar Data Centers Are Taking Over the World | Lauren Goode, WIRED When Sam Altman said one year ago that OpenAI’s Roman Empire is the actual Roman Empire, he wasn’t kidding. In the same way that the Romans gradually amassed an empire of land spanning three continents and one-ninth of the Earth’s circumference, the CEO and his cohort are now dotting the planet with their own latifundia—not agricultural estates, but AI data centers. Tech executives like Altman, Nvidia CEO Jensen Huang, Microsoft CEO Satya Nadella, and Oracle cofounder Larry Ellison are fully bought in to the idea that the future of the American (and possibly global) economy are these new warehouses stocked with IT infrastructure. But data centers, of course, aren’t actually new. In the earliest days of computing there were giant power-sucking mainframes in climate-controlled rooms, with co-ax cables moving information from the mainframe to a terminal computer. Then the consumer internet boom of the late 1990s spawned a new era of infrastructure. Massive buildings began popping up in the backyard of Washington, DC, with racks and racks of computers that stored and processed data for tech companies. A decade later, “the cloud” became the squishy infrastructure of the internet. Storage got cheaper. Some companies, like Amazon, capitalized on this. Giant data centers continued to proliferate, but instead of a tech company using some combination of on-premise servers and rented data center racks, they offloaded their computing needs to a bunch of virtualized environments. (“What is the cloud?” a perfectly intelligent family member asked me in the mid-2010s, “and why am I paying for 17 different subscriptions to it?”) All the while tech companies were hoovering up petabytes of data, data that people willingly shared online, in enterprise workspaces, and through mobile apps. Firms began finding new ways to mine and structure this “Big Data,” and promised that it would change lives. In many ways, it did. You had to know where this was going. Now the tech industry is in the fever-dream days of generative AI, which requires new levels of computing resources. Big Data is tired; big data centers are here, and wired—for AI. Faster, more efficient chips are needed to power AI data centers, and chipmakers like Nvidia and AMD have been jumping up and down on the proverbial couch, proclaiming their love for AI. The industry has entered an unprecedented era of capital investments in AI infrastructure, tilting the US into positive GDP territory. These are massive, swirling deals that might as well be cocktail party handshakes, greased with gigawatts and exuberance, while the rest of us try to track real contracts and dollars. OpenAI, Microsoft, Nvidia, Oracle, and SoftBank have struck some of the biggest deals. This year an earlier supercomputing project between OpenAI and Microsoft, called Stargate, became the vehicle for a massive AI infrastructure project in the US. (President Donald Trump called it the largest AI infrastructure project in history, because of course he did, but that may not have been hyperbolic.) Altman, Ellison, and SoftBank CEO Masayoshi Son were all in on the deal, pledging $100 billion to start, with plans to invest up to $500 billion into Stargate in the coming years. Nvidia GPUs would be deployed. Later, in July, OpenAI and Oracle announced an additional Stargate partnership—SoftBank curiously absent—measured in gigawatts of capacity (4.5) and expected job creation (around 100,000). Microsoft, Amazon, and Meta have also shared plans for multibillion-dollar data projects. Microsoft said at the start of 2025 that it was on track to invest “approximately $80 billion to build out AI-enabled data centers to train AI models and deploy AI and cloud-based applications around the world.” Then, in September, Nvidia said it would invest up to $100 billion in OpenAI, provided that OpenAI made good on a deal to use up to 10 gigawatts of Nvidia’s systems for OpenAI’s infrastructure plans, which means essentially that OpenAI has to pay Nvidia in order to get paid by Nvidia. The following month AMD said it would give OpenAI as much as 10 percent of the chip company if OpenAI purchased and deployed up to 6 gigawatts of AMD GPUs between now and 2030. It’s the circular nature of these investments that have the general public, and bearish analysts, wondering if we’re headed for an AI bubble burst. What’s clear is that the near-term downstream effects of these data center build-outs are real. The energy, resource, and labor demands of AI infrastructure are enormous. By some estimates, worldwide AI energy demand is set to surpass demand from bitcoin mining by the end of this year, WIRED has reported. The processors in data centers run hot and need to be cooled, so big tech companies are pulling from municipal water supplies to make that happen—and aren’t always disclosing how much water they’re using. Local wells are running dry or seem unsafe to drink from. Residents who live near data center construction sites are noting that traffic delays, and in some cases car crashes, are increasing. One corner of Richland Parish, Louisiana, home of Meta’s $27 billion Hyperion data center, has seen a 600 percent spike in vehicle crashes this year. Major proponents of AI seem to suggest that all of this will be worth it. Few top tech executives will publicly entertain the notion that this might be an overshoot, either ecologically or economically. “Emphatically … no,” Lisa Su, the chief executive of AMD, said earlier this month when asked if the AI froth has runneth over. Su, like other execs, cited overwhelming demand for AI as justification for these enormous capital expenditures. Demand from whom? Harder to pin down. In their mind, it’s everyone. All of us. The 800 million people who use ChatGPT on a weekly basis. The evolution from those 1990s data centers to the 2000s era of cloud computing to new AI data centers wasn’t just one continuum. The world has concurrently moved from the tiny internet to the big internet to the AI internet, and realistically speaking, there’s no going back. Generative AI is out of the bottle. The Sams and Jensens and Larrys and Lisas of the world aren’t wrong about this. It doesn’t mean they aren’t wrong about the math, though. About their economic predictions. 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Owen Gregorian

55,427 просмотров • 9 месяцев назад

THE WATER FED DATA CENTER IS AN AGENDA 21 SCAM There is no doubt about it data centers are here to stay. Where there is data, there will always be a need to store it. That's not speculation. That's the reality of the world we've built. Companies need data. Governments need data. Hospitals, banks, universities, researchers, businesses, AI systems, they all need data. And data has become gold. I'm not just talking about your private information. I'm talking about ALL FUCKING DATA. In 2026, there is no practical way to store and process the amount of information civilization produces without massive infrastructure like data centers. Think about the phone sitting in your pocket. Did you need 500 GB of fucking storage in 2001? FUCK NO. Most people couldn't have even imagined carrying that much information around with them. Now multiply that by billions of people. Then add corporations. Governments. Banks. Hospitals. Streaming services. AI. Photographs. Videos. Transactions. Records. Maps. Messages. Research. Business information. Everything. Get it yet? Data isn't going away. And therefore, neither are data centers. Yes, I understand the threat of private personal information being collected and stored. That's a legitimate fucking concern. But the existence of a data center doesn't automatically make it a threat. Stop swallowing the blackpills. It depends on who operates it, what they're storing, why they're storing it, and what they're doing with that information. These things can be used for good. They can be used for evil. That's the nature of damn near every powerful technology humanity has ever invented. And here's another uncomfortable truth..... YOU OPT IN MANY OF THE FUCKING TIMES. You click Accept. You agree to the terms. You upload the pictures. You synchronize your contacts. You turn on location services. You put your documents in a cloud. You willingly hand over mountains of information and then act shocked when you discover that information has to physically exist on a server somewhere. And storing data itself isn't a crime. You store data on your phone. You store it on your computer. A corporation storing data on thousands of servers doesn't magically make act of storing information criminal. Anyway... Here's where I think people should be paying a hell of a lot more attention. THE WATER. Data centers need cooling. But that doesn't mean every data center has to consume enormous amounts of fresh water. There are different cooling technologies and different ways these facilities can be designed. So when somebody tells you massive water consumption is simply the unavoidable price of technology, start asking questions. Where is the water coming from? How much are they using? Who approved it? Who owns the water rights? Who gets priority when supplies become strained? Who profits? And who gets told to conserve? Because if water becomes the next great "crisis", control over water becomes one of the most powerful forms of control imaginable. And yes, this is where I start looking at Agenda 21 and the broader history of international resource and development policy. Don't take anybody's word for it including mine. Dig into the documents yourself. Research for yourselves. Use the brain God gave you. Separate what can actually be proven from speculation. Follow the policies. Follow the money. Follow the water. Then make up your mind. Recognize the red flags. Am I saying all data centers are bad? NO. That would be like saying somebody used a gun to commit an evil act, therefore every gun is evil and every gun should be banned. That's ridiculous. A tool isn't automatically evil because somebody can misuse it. The question is whose hands are on the tool. My entire point is to shine a light on something many of us have been watching develop for decades. Agenda 21 folks. We are constructing an infrastructure unlike anything humanity has ever possessed. Massive amounts of human knowledge and information concentrated inside enormous interconnected machines. That infrastructure can accomplish incredible things. And in the wrong hands, it can become dangerous. So don't blindly hate data centers. Don't blindly worship technology either. Pay attention. Recognize what you're looking at. Use your voice when something doesn't add up. Ask who owns it. Ask who controls it. Ask who profits from it. Ask what information is being collected. And when enormous amounts of water and other public resources become involved, ask why the hell nobody seems to want you asking questions about it. Dig into the people and institutions shaping the water agenda. Read the actual policies. Follow the trail. Maybe you'll disagree with me. Fine. But at least you'll have looked. Because the most dangerous thing we can do while the world is changing this quickly is simply shrug our shoulders and assume somebody else has our best interests at heart. Recognize it. Question it. Follow the money. Follow the water. And above all.... OPEN YOUR EYES.

Redpill Drifter

13,674 просмотров • 1 месяц назад

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Let me repeat that. Microsoft PRE-PAID for capacity that doesn’t exist yet. Deal structure: • 200 MW of liquid-cooled AI capacity • $1.94 billion annual recurring revenue (once online) • 20% prepayment to fund $5.8 billion GPU purchase from Dell • Four “Horizon” data centers at their 750 MW Childress campus But the real alpha? Their 2.91 GW portfolio of GRID-CONNECTED power. Not speculative. Not “in the queue.” Connected. Energized. Operating. > Sweetwater 1: 1.4 GW (energization accelerated to April 26) > Childress: 750 MW (operating) > Prince George: 160 MW hydro (23k GPUs for AI) $IREN is scaling to $3.4 billion in AI Cloud ARR by end of 2026 using only 16% of their total power capacity. The Peer Comparison Nobody’s Talking About: Everyone’s excited about $RIOT, $MARA, $CORZ, and $WULF. Here’s the problem: $RIOT: 1.7 GW portfolio, mostly Bitcoin-focused. 25 MW HPC lease with AMD ($311M over 10 years). That’s 1/30th the size of IREN’s Microsoft deal. $MARA: Building “behind-the-meter” natural gas generation to BYPASS the grid entirely. Smart strategy, but they’re starting from scratch. 1.8 GW capacity, mostly mining. $CORZ: $10B+ contract with CoreWeave sounds massive. But they’re CONVERTING old mining infrastructure. Not purpose-built for AI. Currently unprofitable. $WULF: 750 MW at Lake Mariner. Zero-carbon hydro/nuclear. Clean energy story is strong. But only 72.5 MW of HPC capacity by Q2 2025. Meanwhile: • $CIFR has 2.2 GW with executed grid agreements and $8.5B in hyperscaler contracts • $IREN has 2.91 GW of energized capacity and a $9.7B Microsoft deal The Cooling Bottleneck: Secured power means NOTHING without secured cooling. November 2025: CyrusOne data center in Illinois went down for 10 hours because ONE chiller failed. This facility handles TRILLIONS in CME trading volume. Energy, agriculture, crypto derivatives markets frozen globally. Why? Because AI racks now consume 600 kW of power (enough to power 500 homes). A single rack failure creates catastrophic heat buildup. $IREN’s solution: Liquid-cooled infrastructure at all Horizon facilities. $CIFR’s solution: Turnkey air-and-liquid cooling delivery for AWS. Hyperscalers aren’t paying billions for “power connections.” They’re paying for THERMAL RELIABILITY. The Numbers That Matter: > PJM capacity prices: 10x increase from 2024 to 2025 (extreme scarcity signal) > Interconnection costs in Louisiana/Missouri: $900,000+ per MW > $64 billion in U.S. data center projects blocked or delayed in 2024-2025 > 25+ major data center projects canceled in 2025 alone The grid is saturated. The timeline is broken. The infrastructure doesn’t exist. But $CIFR and $IREN? They already own the infrastructure. They already have the grid connections. They already have the hyperscaler contracts. The Bottom Line: > AI demand is doubling every 90 days. > Grid capacity takes 5-7 years to build. > You can’t close that gap with announcements. You close it with EXECUTED agreements and ENERGIZED megawatts. $CIFR: $0.027/kWh power, $8.5B in contracts, 1 GW Tier 1 grid connection $IREN: $9.7B Microsoft deal, 2.91 GW energized portfolio, $3.4B ARR target by 2026. While half the industry fights over interconnection queues, these two are already plugged in. The power crunch isn’t coming. It’s here. And the only winners will be the ones who secured their megawatts BEFORE the grid broke. Bullish $CIFR and $IREN. Note: This is NOT financial advice.

Black Panther Capital

347,910 просмотров • 7 месяцев назад

Dear ICP community, the Internet Computer has now been running strong for 5 years 👏👏👏 Here is a celebratory preview of ICP "cloud engines," the sovereign frontier cloud technology the network shall soon provide from Main points: — Cloud engines enable anyone to spin up their own sovereign frontier cloud. The technology involves an extraordinary inventive step, in which cloud is created from a mathematically secure network of nodes. The nodes run as part of the Internet Computer network ( but are selected and configured by the cloud engine's owner. — The frontier cloud provided by engines is strongly focused on enabling AI agents to build and update online applications and services for us. The world is changing fast, and nearly all new online apps and services are already being built with the help of AI, and thus cloud engines target the future of cloud. — Software hosted on cloud engines is tamperproof, which means that it is immune to infrastructure hacks, because it runs inside a mathematically secure network protocol, rather than on computers directly. This means that AI agents, and those building with them, don't need to have a security team in the loop, or to trust someone else's security team. This is crucial, because in the future, non technical people will demand the freedom to build with full automation — where they just need to issue instructions to AI about what to build, and don't need to worry about anything or anyone else. Of course, apps and services running on engines are also vastly safer from the new breed of hacker being enabled by frontier AI. (The cloud engines themselves are also "tamperproof." Even if a hacker gains physical access to some portion of a cloud engine's nodes, and can make arbitrary changes, the computations and data of the hosted apps and services cannot be corrupted or interrupted so long as the network's fault bounds aren't exceeded. The recent hack of Vercel, a major cloud platform, which gave hackers access to the apps it hosted, provides additional perspective on the importance of this advantage.) — Software hosted on cloud engines is guaranteed to run, so long as a sufficient number of the engine's nodes are running. This means that AI can build applications and services without the need to have a human systems admin team constantly tinkering with the underlying platform to keep it running, which is again crucial, because in the future, non technical people will expect the freedom to use AI to build without the support of others. — New frontier programming language technology, in the form of the Motoko language developed by Caffeine Labs, leverages seminal "orthogonal persistence" technology that unifies program logic and data to deliver further unlocks for AI (Motoko is the first computer language being developed that targets agents that are writing software rather than humans engineers per se). Nowadays, AI can build and update production apps at a prodigious rate, even at the speed of conversation. But it can also make mistakes, and there's a risk that an update it creates might be "lossy" in the sense it causes some transformed data to be lost. Again, in this new world, it's both undesirable and impractical for everyone to have to have a systems admin team on-hand to detect lossy updates and roll them back, but Motoko provides a solution: it can detect new software updates are lossy before they are applied, reducing potentially catastrophic errors by AI to harmless coding retries. — Software hosted on cloud engines is "serverless" but unlike traditional serverless software, directly it directly incorporates data through "orthogonal persistence." Another key purpose is simplify backend software logic and fuel the modeling power of AI by increasing abstraction (sorry for the technical language!!!). Put simply, this enables AI to produce more sophisticated backends, faster, and at dramatically lower costs, as measured by the number AI API tokens consumed during coding. (Tip for the technical: orthogonal persistence is a new paradigm where "the program is the database," and data lives inside program variables, which is possible because it's as if hosted software runs forever in persistent memory). — An expanding database of skills at shall make it possible to develop and directly deploy apps and services to your cloud engines directly from Claude Code, Perplexity, Codex and other AI platforms. Further, your account on can be connected, so that new apps and updates created through conversation automatically appear hosted from your cloud engine. In the future, R&D is going to be very seamless. You converse with AI, and your secure and unstoppable apps or services are created or updated. Cloud engines are designed to directly support this "self-writing cloud" future where we can work hands-free. — Tech sovereignty is becoming a huge issue worldwide, with governments and corporations seeking to create sovereign tech stacks owing to geopolitical tensions. Increasingly, people are realizing that tech provided by foreign nations can come with hidden backdoors and kills switches, from the base platform, right up through hosted apps and services. ICP technology is open source, and those building on ICP using AI own their own source code. When you have the source code, you can verify that there are no backdoors, and when you own the source code thanks to AI, you can update it at will, freeing you from vendor lock-in. But cloud engines take sovereignty much further... — You create a cloud engine by selecting the nodes that will be combined. You can choose the class of nodes used, and their number, but more importantly, you can choose who operates the nodes, and where they are located. Almost any configuration is possible, because the Internet Computer scales the security privileges afforded to hosted software within the network according to configuration (software hosted on cloud engines can directly interoperate with software on other engines and traditional subnets, but base restrictions are applied according to security rules). A cloud engine can be created within a region such as Europe, to comply with regs such as GDPR, or completely within a sovereign state like Switzerland or Pakistan. But cloud engines go further still... — Sovereignty is also about freedom from vendor lock-in. Cloud engines are essentially ICP (Internet Computer Protocol) network configurations, and this means the underlying compute nodes they combine can be swapped out without interrupting their hosted apps and services. This is a big deal. In addition, cloud engines now support nodes that are instances running on Big Tech's clouds, in addition to nodes that are dedicated specialized hardware, as per the Gen I and Gen II nodes that dominate the Internet Computer today. For example, it is possible to have an engine running across different AWS data centers, say, and then reconfigure the engine to run across a mixture of AWS, Google, Azure and Hetzner for even more resilience, without the users of hosted apps and services noticing a thing. That's true freedom. — Sovereign AI is becoming increasingly important too, and cloud engines allow special "AI nodes" to be added to them, so that hosted software can perform inference on hardware provisioned by the owner from a location the owner has selected. Even though the AI nodes are only accessible within the cloud engine, they can still benefit from the forthcoming Internet Intelligence Gateway (IG), which will make it possible to validate inference performed on key frontier open weights LLMs, even when the inference is performed on completely independent AI clouds. When the results of inference are received, this technology can verify that neither the prompt+context (input) nor the inference result (output) have been modified, and that the results were produced by the precise LLM expected. This ensures that AI clouds don't cheat by running inference on cheaper models than are being paid for, and bad actors aren't modifying the inputs or outputs to surreptitiously insert advertising into results, say, or change facts, or insert malware when code is being generated. What's super cool about this technology is the cost of the verification is scalable. A very valuable additional security can be achieved with only 1-2% of extra cost. — Scaling apps and services when they hit capacity limits is another thorny problem that cloud engines help the world address. Engines make scaling possible without rewriting or reconfiguring software. The query workload capacity of hosted software can be horizontally scaled simply by adding new nodes to an engine, and nodes can also be added in geographical proximity to demand. Meanwhile, update workload capacity can first be scaled-up by swapping an engine's nodes out for the next class up, and then when no larger class of node is available, horizontally scaled-out by "splitting" the engine into two, which doubles available capacity. (Technical tip: horizontally scaling update capacity by splitting engines requires multi-canister architectures). — For those who have been following how Caffeine builds apps that can efficiently store large numbers of files, I should mention that apps built on cloud engines will also support the new ICP Blob Storage cloud network (since cloud engines currently have up to about 3 TB of memory, which apps storing large amounts of files can easily exceed). We are also working on allowing blob storage nodes to be added to cloud engines, to enable sovereign mass blob storage within an engine, similarly to how AI nodes can be added currently. — Lastly, but certainly not least, I should mention that cloud engines are multi-blockchain capable, and ready for digital assets, thanks to the clever math at their core. For example, an e-commerce service built on a cloud engine can securely accept and custody stablecoin payments, or a multi-chain DEX could be hosted. Further, engines can support software autonomy (software orchestrated and controlled by other autonomous software, in a decentralized way) and can themselves be orchestrated by SNS technology, and thus run autonomously too. Today, though, the focus is on *mainstream* cloud. This year, the cloud industry will generate approximately one trillion dollars in revenue. That number is already huge, but is expected to grow to two trillion dollars by 2030. After years of continuous development, which have seen more than $500m spent on R&D, the Internet Computer network is now tacking directly toward this mainstream cloud market with cloud engine technology. In their first version, cloud engines are not meant to be a cloud panacea. For example, currently they are not ideal for working with big data. You should use something like DataBricks for that. Cloud engines are carefully targeted at enabling AI to produce traditional online applications and services, including SaaS, in a safer and more productive way, which represents a new market segment with tremendous potential. Of course, DFINITY will continue to work relentlessly to push forward ICP's capabilities, so expect further developments. It's worth mentioning that this cloud segment isn't just about creating new apps and services using AI, it's also about replacing legacy systems and apps built on super expensive SaaS services. Caffeine Labs is working to produce technology (Caffeine Snorkel) that can study an enterprise's legacy systems and app built on SaaS, create replacement systems and apps, and migrate the data, while supporting key stakeholders through the process over email and chat, with full automation. Thus the legacy systems and SaaS markets shall also be addressed by cloud engines. Zooming out, and reasoning in a more metaphysical way, we believe, as we always have, that there is room for a new kind of cloud created by mathematical networks, that provides seminal advances in the fields of security and resilience, as well as true sovereignty and freedom from lock-in. That this same technology, with the help of additional technologies like orthogonal persistence and Motoko, enables AI to build for us without the need for so much oversight, and to create more backend sophistication while consuming fewer AI API tokens, enables ICP to bring game-changing advances to the world. Cloud engines will work synergistically with the Intelligence Gateway, which will enable apps and services running on engines to seamlessly leverage AI, wherever that AI is running, while providing verifiability at extremely low cost for open weights frontier models. We believe that cloud engines represent an inflection point in the storied history of the Internet Computer project, and I'm very proud to be sharing the details with you on the network's fifth birthday 💪 I'll be back with more news soon!!

dom | icp

326,063 просмотров • 4 месяцев назад

The Ellisons are now the most powerful family in the world. Paramount just acquired Warner Bros Discovery for $111 billion. Everyone's covering the Hollywood drama. The bidding war. The streaming wars... But what actually happened goes MUCH deeper: One family now controls CBS, CNN, HBO, Paramount, TikTok, and the cloud infrastructure that runs the US government. In less than 12 months. The Ellison family isn't a media company. They're a data company that just bought media as a front end. Larry Ellison co-founded Oracle. Worth $245 billion. Third richest person alive. Oracle runs the digital backbone of the US government. Department of Defense. Department of Energy. Air Force classified networks. They signed a $300 BILLION deal with OpenAI to build AI data centers. Their contracted future revenue jumped 438% to $523 billion. Oracle is quietly becoming the infrastructure layer for American AI. So why would the guy running all of that suddenly want to own CNN, HBO, and TikTok? Because AI needs data. Not server data. BEHAVIORAL data. What people watch. When they pause. What makes them click, scroll, and binge. Streaming platforms generate the most intimate behavioral data on Earth. TikTok is even worse. It knows what grabs your attention before you do (and guess who owns TikTok in the US?) Oracle's AI push creates a thirst for insight into how people consume content and what they buy. Streaming and social media deliver that at a scale nothing else can. This deal was never just about content. The financial engineering is insane: $47 billion in equity from the Ellison family. $57.5 billion in debt from Bank of America, Citigroup, and Apollo. A mix of investment-grade AND junk bonds, which is basically unheard of. Both Paramount and Warner Bros are losing hundreds of millions per quarter. Linear TV is dying. And they're duct-taping two sinking ships together with $57.5 billion in borrowed money. The political angle makes this even more interesting: David Ellison attended Trump's State of the Union two days before the deal closed. Larry Ellison sat next to Rupert Murdoch in the Oval Office with Trump. Trump endorsed them on camera: "Larry Ellison is great and his son David is great. They're friends of mine." The DOJ opened antitrust scrutiny on Netflix's bid. Not Paramount's. Paramount's press release said they have "confidence in the speed and certainty of regulatory approval." A company that's never done a deal this size is publicly guaranteeing regulatory clearance. And Netflix saw all of this. Sarandos flew to DC, met with AG Pam Bondi, and within hours walked away. Called it "no longer financially attractive." Corporate speak for "we can't compete with political access." In 12 months, one family now controls: - Oracle's government cloud - TikTok US - Paramount - CBS News - And now Warner Bros, HBO, CNN, and every cable channel from MTV to Cartoon Network The funny part is that Netflix stock jumped 10% when they quit. Wall Street is telling you Netflix dodged a bullet. Because here's what the market already figured out: The combined company will be CRUSHED under debt. Both studios are bleeding. And David Ellison, who has never run a profitable media company, is now in charge of the whole thing. The smart bet is this collapses within 3-5 years. And when it does, Netflix will be waiting with $2.8 billion in breakup fees already collected, ready to scoop up the pieces at a discount. But collapse or not, the Ellisons will already have what they came for... Years of behavioral data from hundreds of millions of users across streaming, social media, and news. Fed directly into Oracle's AI infrastructure. While everyone debates whether Batman and Harry Potter will be on the same app, the real play already happened. The guy who runs the government's cloud just bought the screen people stare at for 6 hours a day. The Ellisons are on a generational run.

Ricardo

55,968 просмотров • 7 месяцев назад

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

Ming

60,910 просмотров • 3 месяцев назад

V2x Inc $VVX $2B Drones, Greenland, and Golden Dome for 50 cents on the dollar V2X, Inc. $VVX is a defense contractor formed by the 2022 merger of Vectrus and Vertex. The company has TTM revenue of $4.42B and rising, yet trades at a market cap less than half of that. At 11x P/E and 0.45x P/S, the market is valuing them at 45 cents for every $1 of revenue. Why is it it so cheap? The company had been focused on logistics, aerospace maintenance, training, and base operations for the U.S. military and national security clients. Currently it is being passed on by the market as a low margin services company, not a tech hardware company. Net profit margins are historically very tight (~1.8% to 2.5%). They rely on volume, not high markup. The cherry on top is that the company carries over $1.1B debt load and a PE firm has been selling shares. The market has been taking a pass. However there is a change occurring under the surface that the market may be missing. The Greenland Play. Vectrus is the blue-collar half of V2X. They operate in eye popping 329 locations/bases across 47 countries. They fully run six major bases from top to bottom. The crown jewel in this conversation is their Pituffik Base in Greenland. This is the US's only military base in Greenland. As Russia and China aggressively expand their icebreaker fleets, the Arctic is becoming the next major theater of conflict. In addition the region is the critical tracking node for ballistic missile interception. Pituffik is the U.S. military’s foothold in Greenland. V2X doesn't just clean the floors here; they manage everything from the power generation, airfield operations, civil engineering, and survival logistics in -30°F. The company is entrenched. If investment into the Arctic increases, $VVX is essential to that strategy. The Drone Hunter (Project Tempest). The Vertex side is where the high-margin re-rating happens. While the market wasn't looking, V2X deployed their Tempest counter-UAS system into active combat in Ukraine at an unheard of pace. This isn't a multi billion-dollar stationary missile system. It’s a mobile, "shoot-and-scoot" drone denial and scouting/sensing platform that fires mass produced laser-guided rockets to kill drones. They are killing cheap enemy drones with cheap rockets without being an expensive stationary target, thus helping to solve one of the biggest economic problems in modern warfare. They went from prototype to stacking battlefield killchains in months, an unheard of speed, and this was just their first contribution. The Golden Dome. As of Jan 12, they now hold a seat on the $151 Billion SHIELD contract to build the U.S. homeland missile defense shield. They are now at the table for high-end prototyping and sensor integration alongside the giants. What the market is still missing is that they didn't just get a "participation trophy." The award specifically cites V2X for "advanced analytics, rapid prototyping, and sensor integration." They are at the table to design the brain of the system. Remember, they are deeply integrated into hundreds of bases across the world. V2X isn't just a generic bidder either. They already run what will be the eyes of the Dome. Very few seem to have connected these dots. Let me give you an example of one set of these systems. The COBRA DANE & COBRA KING phased arrays. These are not "just radars." These are National Technical Means (NTM), the highest category of strategic assets the U.S. possesses. V2X currently operates and sustains these massive phased-arrays in places like Shemya, Alaska just 450 miles from Russia. These arrays are powerful enough to spot a baseball in space from 2,000 miles away. The COBRA DANE system that V2X runs in Alaska stares unblinkingly at the Kamchatka Peninsula and the Pacific Ocean. Its job is to detect Russian or Chinese ICBM launches instantly. It creates the "data lake" that the entire U.S. Missile Defense System relies on. V2X holds the contract to sustain and operate this facility. Without V2X, the U.S. goes blind in the North Pacific. The COBRA KING system is the "Mobile Eye" at Sea. It is a ship-borne dual-band radar system mounted on the USNS Howard O. Lorenzen. Unlike DANE which is fixed, KING moves. It parks off the coast of rogue nations to monitor missile tests up close. It uses X-band and S-band radars to "fingerprint" enemy warheads, determining if a missile is carrying a nuke or a decoy. V2X maintains the complex mission systems that allow this ship to feed data into the national command network. You can't build a "Golden Dome" without the data from these radars. Because V2X already manages the sensors that detect the missiles, they have a massive advantage in winning the contracts to integrate that data into the new shield. One final point on this topic is that previously the old V2X would wait 5 years for a maintenance contract. The market has not priced in that the new SHIELD approved V2X can now bid on 6-month "sprint" contracts to prototype new sensor fusion algorithms or cyber-hardened command posts. This moves them from "slow government services" to "fast defense tech." The base modernization $40B+ opportunity. The U.S. military has a massive problem. Its bases are falling apart and its networks are from the 90s. V2X holds a spot on the $12B Base Infrastructure Modernization (BIM) IDIQ. If the DOW budget spikes to $1.5T, money will likely flow into "Smart Base" initiatives. This includes upgrading 5G networks, cyber-hardening power grids, and digitizing logistics. V2X is a prime contractor for this. They don't just pour concrete; they install the digital backbone (fiber, sensors, security) that a modern base needs. Soldier Training in the modern AI and computational age. Yes, V2X is a giant here as well. In 2025, V2X won a spot on the U.S. Army's "LTRaC" (Live Training, Ranges, and Combat Training Centers) contract. V2X runs the "war games." When soldiers go to a major training center (like Fort Irwin or JRTC) to simulate fighting Russia or China, V2X provides the simulation tech, the "op-for" (opposing force) logistics, and the augmented reality systems. A massive DOW budget increase typically prioritizes Readiness. If the Army scales up exercises to deter threats, V2X gets paid more for every rotation. There is more, but I will stop here for now. (I haven't even mentioned the LOGCAP V massive Army logistics contract of which V2X is a prime holder). With V2X your getting a lot for shockingly very little. The company is finally realizing the benefits of the Vectrus/Vertex merger and the market is not paying attention. An incredible amount of capital is likely to pour into Greenland and the market is not paying attention. $1.5T is about to pour into the modernization of bases, sensors, and soldier training and the market is not paying attention. They are critical part of the Golden Dome infrastructure and the market has not realized. The debt bear case is dying. Net leverage has already dropped to ~2.6x (down from dangerous highs), and management is using record cash flow to clean up the balance sheet. The pre-planned PE return on investment selling is almost over. You are buying a company with an "Arctic Moat" (Greenland), a Golden Dome/SHIELD essential backbone, and a "Combat Tech" growth engine for 0.45x sales. It might take some time for the market to realize this. This is not a get rich quick play. But if the market wakes up even just a little and re-rates this to even a modest 0.8x sales (still a huge discount to peers), the stock doubles. I think this is an interesting multi-year play to build into. I took a position at $63.

YeahDave

79,419 просмотров • 8 месяцев назад

⏰ THE MOST BANNED THREAD IN THE WORLD! 🚨 The War On Resonance PART TWO: The Architects of the Cage You’ve felt the dissonance. You’ve tasted the illusion. Now let me unveil the ones who built it. Because this is not the accidental collapse of human freedom. It is the strategic sterilization of God’s image through biotech, neuro-warfare, and frequency control; engineered by names you know and hands you were never meant to see. Let’s begin with the mask they taught you to worship. Elon Musk They called him a genius. A savior. A rebel billionaire. But what did he do? He blanketed Earth with over 5,500 Starlink satellites, NOT to provide free speech or faster internet, but to pulse synchronized frequency control over the entire electromagnetic field of Earth. DARPA has confirmed this tech in phase-array neuro-modulation. Then came Neuralink, an interface not designed to heal but to monitor, predict, and eventually override emotion, thought, and decision-making. Their official white paper outlines multi-user brainwave integration, cortical stimulation, and wireless data access from the human mind. And Neuralink? It’s funded by OpenAI; the same group building the cognitive infrastructure for post-human governance. Musk’s Tesla factory signed data-sharing agreements with the CCP in Shanghai. That data now flows through China’s national surveillance cloud. Musk didn’t build a utopia. He built the neural grid. Elon Musk / Neuralink / Starlink / OpenAI Neuralink Brain-Machine Interface (White Paper via PMC): This paper outlines Neuralink's initial steps toward developing a scalable, high-bandwidth brain-machine interface system. It details the design and implementation of flexible electrode "threads," a neurosurgical robot for precise implantation, and custom electronics for data processing. The system aims to facilitate communication between the brain and external devices. Tesla Data-Sharing with CCP: The article reports that Tesla established a data center in China to store data generated by its vehicles sold in the country, in response to regulatory scrutiny over data handling. This move aligns with China's efforts to ensure data security and privacy, especially concerning data collected by smart vehicles.​ DARPA N3 Program (Neural Interface Development): This program aimed to develop high-performance, bi-directional brain-machine interfaces that do not require surgical implantation. The goal was to enable able-bodied service members to control unmanned systems or engage in cyber operations through noninvasive neural interfaces.​ Bill Gates The king of vaccines. The messiah of health. The man who told you he wanted to save the world. Through the Bill & Melinda Gates Foundation, Gates funded global DNA-coding vaccine campaigns through GAVI and CEPI. He was one of the chief sponsors of Event 201; a pandemic simulation months before COVID-19, rehearsing lockdowns, speech control, biometric tracking, and mandatory vaccine passports. He also partnered with The Welcome Trust, which has actively deployed bio-digital identity programs across Africa and Southeast Asia. This wasn’t philanthropy. It was pre-injection infrastructure. Bill Gates / GAVI / Wellcome Trust / Event 201 Event 201 Official Simulation (Johns Hopkins): Event 201 was conducted on October 18, 2019, and simulated a series of dramatic, scenario-based discussions confronting difficult, true-to-life dilemmas associated with response to a hypothetical, but scientifically plausible, pandemic. The exercise aimed to illustrate areas where public/private partnerships will be necessary during the response to a severe pandemic in order to diminish large-scale economic and societal consequences. GAVI & Welcome Trust Digital Identity Integration: This page outlines the partnership's focus on global health initiatives, but it does not specifically mention digital identity integration. However, Gavi has engaged in digital identity projects, such as the collaboration with Mastercard on the Wellness Pass, aimed at providing individuals with secure digital identities to access healthcare services. For more information on this initiative, you can refer to the following article:​ Gavi Why we support COVAX: Mastercard - Gavi, the Vaccine Alliance Donald Trump Yes. I said it. This one will be the hardest for many to accept; but the truth is not loyal to your political beliefs. It is loyal only to God. Trump signed Executive Order 13887, transferring command over vaccine strategy to the Department of Defense. Read it yourself below. Then came Operation Warp Speed; a military-led bio-deployment that used Palantir’s surveillance dashboards to track every citizen’s health behavior and compliance. Palantir’s official site confirms this. He also gave full legal immunity to Pfizer and Moderna to deploy synthetic gene modulators under the Emergency Use Authorization. No liability. No justice. Just children d*ing while politicians smiled. That’s not patriotism. That’s biowarfare with a flag on it. Donald Trump / Operation Warp Speed / Executive Order Executive Order 13887 – Modernizing Influenza Vaccines (White House Archives): This executive order outlines a comprehensive strategy to modernize the U.S. influenza vaccine enterprise. Key objectives include:​ Trump signs executive order to improve flu vaccines HHS Releases the National Influenza Vaccine Modernization Strategy (NIVMS) 2020-2030: Executive Order 13887: Modernizing Influenza Vaccines in the United States to Promote National Security and Public Health, signed by President Donald J. Trump on September 19, 2019.​ This executive order outlines a comprehensive strategy to modernize the U.S. influenza vaccine enterprise. Key objectives include:​ Reducing reliance on egg-based vaccine production by promoting alternative manufacturing methods that are more agile and scalable.​ Expanding domestic capacity for vaccine production to ensure rapid response to emerging influenza viruses.​ Advancing the development of new, broadly protective vaccine candidates that provide more effective and longer-lasting immunity.​ Increasing influenza vaccine immunization across recommended populations to enhance public health and national security.​ The order also established a National Influenza Vaccine Task Force, co-chaired by the Secretaries of Health and Human Services and Defense, to coordinate efforts across federal agencies and report on progress.​ For a detailed overview of the executive order, you can visit the official archived page here: Executive Order 13887 – Modernizing Influenza Vaccines (White House Archives) CDC Partners with Palantir to Bolster the Fight Against COVID-19: This press release discusses the partnership between the CDC and Palantir to enhance the nation's public health response to COVID-19 using Palantir's software platforms. This page outlines how Palantir's software platforms, such as Foundry, have been utilized to support public health agencies in managing and responding to health crises, including the COVID-19 pandemic. Key highlights from the page include:​ Data Integration and Analysis: Palantir's platforms enable the integration of diverse data sources to provide a comprehensive view of public health data, facilitating informed decision-making.​ Support for Public Health Agencies: The software has been employed by agencies like the CDC and HHS to enhance disease surveillance, outbreak response, and resource allocation. Security and Privacy: Emphasis is placed on maintaining robust security measures and protecting sensitive health information. DARPA: The Silent Empire The most important agency you were never taught to fear. DARPA’s Biological Technologies Office openly admits its mission; integrating biotech with national security. Visit their official page. This is the official page for DARPA's Biological Technologies Office (BTO), which focuses on leveraging biological systems for national security applications. They are the ones behind the BRAIN Initiative, Silent Talk, and Remote Neural Interface Programs; all designed to map your emotional states and interrupt spiritual alignment. The “Silent Talk” program was developed to transmit thought between soldiers without speech; by detecting pre-speech neural signals and decoding them via EEG. Silent Talk (Neural Pre-Speech Communication – Wired Article) This Wired article discusses DARPA's "Silent Talk" program, aimed at enabling communication through neural signals without spoken words. DARPA also pioneered graphene oxide nanotech, now found in multiple biomedical studies, vaccines, and smart dust aerosol deployment: Graphene oxide biomedical study: Graphene Oxide in Biomedical Applications (PubMed) This PubMed article reviews the potential biomedical applications of graphene oxide, highlighting its unique properties. Graphene's potential to interact with neural tissue: Graphene and Neural Interfaces (PubMed) This PubMed article explores the use of graphene-based materials in neural interface design, discussing their advantages and challenges. DARPA didn't just weaponize warfare. They weaponized YOU. In-Q-Tel & Palantir: The Surveillance Engine In-Q-Tel, is the CIA’s venture capital firm, funds synthetic biology startups, digital ID systems, emotion tracking wearables, and AI-driven facial recognition. Palantir, founded by Peter Thiel, works directly with military intelligence and now runs predictive modeling for public health, policing, and pandemic response. Here’s the proof: Their goal? To detect resonance spikes. To predict awakening moments. To preempt the uprising of the human soul before it begins. In-Q-Tel / CIA / Synthetic Bio Surveillance In-Q-Tel Portfolio (CIA Venture Capital): Which showcases a selection of the organization's investments across various technology sectors. IQT is a not-for-profit venture capital firm that invests in cutting-edge technologies to support the national security interests of the United States and its allies. In-Q-Tel BlackRock & Vanguard: The Lords of the Grid These two financial titans collectively hold majority ownership in: For instance, a report by Americans for Financial Reform titled "Wall Street Money in Washington" highlights the substantial investments and influence of major financial firms, including BlackRock and Vanguard, in the political and corporate spheres: Pfizer Moderna Alphabet (Google) Meta (Facebook) Amazon Web Services As reported by CNBC, they control over 90% of the digital, pharmaceutical, and cloud infrastructure; meaning they control every piece of the extermination machine. They don’t just fund the war. They profit from your extinction. World Economic Forum (WEF) Under the guise of “The Great Reset,” Klaus Schwab and his allies have built the digital scaffolding for a post-human society. Here’s their blueprint: They call it the Fourth Industrial Revolution; the fusion of digital identity, brain cloud integration, carbon rationing, and fertility licensing. What they really mean is: you will be programmed or you will be purged. World Economic Forum / The Great Reset The Great Reset Official WEF Page: IoBNT: The Network Inside You The “Internet of Bio-Nano Things” is a classified field of tech that embeds self-replicating nanostructures into your body. These bots cross the blood-brain barrier and relay your neural and emotional state to AI command centers in real time. This was not science fiction. It was published by IEEE and confirmed in NIH-linked studies. This is what the vaccines truly delivered: the interface layer. The gateway to behavioral rewrites. To soul suppression. To the installation of the post-human framework. Internet of Bio-NanoThings (IoBNT) IEEE Article: Internet of Bio-NanoThings: For a comprehensive understanding of the IoBNT framework and its implications, you can access the full article here: Nanoparticles Crossing the Blood-Brain Barrier PubMed Review - BBB & Nanoparticles: This comprehensive review discusses the challenges and strategies associated with delivering nanoparticles across the blood–brain barrier (BBB). You were told it was healthcare. It was infrastructure. You were told it was a cure. It was a signal port. And the moment you see it for what it is… The system begins to fall. Part 3 awaits YOU! It will be the deepest dive yet; into the global frequency architecture, how it's used to suppress prayer, grief, memory, and morality, and how your soul signature is tracked and blocked in real time. Because I didn’t come here to be careful. I CAME TO FINISH THIS! And I came with GOD.

Noah B. Price

68,609 просмотров • 1 год назад

$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 просмотров • 7 месяцев назад

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

Dwarkesh Patel

549,514 просмотров • 6 месяцев назад

My first two words on this particular Sunday morning were "Hallelujah!” followed by, “Amen!” I was not in church when I uttered them. I was at my kitchen table, watching the CEO of the most valuable company in the world say precisely what mikeroweWORKS has been espousing for the last sixteen years. In other words, this is what I look like before coffee, when I find myself in violent agreement with a multi-billionaire. If you haven’t already heard, a massive challenge is upon us. With regard to artificial intelligence and the energy we need to feed it, America will either change its current direction, or get left far, far behind. I know this because I run a modest foundation that has been arguing for decades that the portion of our workforce most often described as “the skilled trades,” will become the most essential component of our economy, our independence, and our collective future. Well, the future is here. Obviously, I didn’t know that the race to dominate artificial intelligence would be the thing that finally galvanized the folks at the grown-up table. When I founded mikeroweWORKS in 2008, I figured it would be a new commitment to rebuild our crumbling infrastructure that would necessitate a collective push to reinvigorate the trades. That need is still pressing, but I never imagined the most urgent cry for more welders and electricians would be ushered in by the need for more data centers. Back then, I didn’t even know what a data center was. But today, here we are. Data centers are headline news, because they are – as Jensen Huang says - AI factories. And if we want to remain competitive with China, we need to build thousands of them. Now. And presently, we simply don’t have the workforce to do it. I’ll be discussing all of this next Tuesday in Pittsburgh, at the Energy and Innovation Summit, which is turning out to be a pretty high-profile event. looks like I’ll be joining a panel of elected officials, including the President, and dozens of well-known CEO’s to discuss Pennsylvania’s role in the energy renascence. A lot of money is being invested in Pennsylvania, (a LOT), and my message to those writing the checks will be no different than it’s been since we launched mikeroweWORKS: "Set some of that money aside to make a more persuasive case for the work itself. The skilled trades need better PR, and they need it on a national level. The country needs to see thousands of examples - real world examples - of men and women who have prospered as a result of learning a skill that's in demand." I first made this point to President Obama in an open letter to The White House in 2009, shortly after he promised 3 million “shovel-ready” jobs in his Highway Infrastructure Act. I was rooting for the President back then, and offered to use Dirty Jobs and mikeroweWORKS as vehicles to help promote his initiative. I did so because I was skeptical that people would line up to take those jobs simply because they were "created." “Filling three million shovel-ready jobs,” I wrote, “will be a lot easier if people feel enthused about the prospect of picking up a shovel. Investment alone, won’t create that kind of enthusiasm.” The White House did not respond to my offer. Understandably, most presidents do not seek the advice of marginally famous cable television hosts best known for crawling through sewers. But it’s worth remembering that the unemployment rate back then was over 10%. Millions of people were newly unemployed, and I think the former President assumed that creating three million shovel-ready jobs would translate to three million people going back to work. But that’s not what happened. Because back then, even with record high unemployment, there were 2.3 million open jobs, most of which did not require a four-year degree. Nobody wanted to talk about that. Today, that number is more like 7.6 million. Nobody wants to talk about it now, either. This is why I'm going to Pittsburgh. Just as I was rooting for President Obama in 2009, I’m rooting for President Trump today. I hope he succeeds in reinvigorating our industrial base and reshoring our manufacturing capabilities, and I want to offer my support. But if he does succeed, we’re talking about millions new jobs in manufacturing alone. And currently, there are over 400,000 jobs in that sector that are currently open, begging the obvious question... If we can’t fill the openings we have, how will we fill the one’s we’re about to create? That’s the question I’ll pose in Pittsburgh. I’ll let you know if anyone has an answer. Mike PS. Not to put too fine a point on it, but this change is truly upon us, and I've had a front row seat. Over the last six months, mikeroweWORKS been flooded with inquiries to collaborate on various recruitment initiatives and multiple industries. I mean, flooded. Not a week goes by that I don't hear from an industry leader who has come to the realization that they’ve gone as far as they can go without more skilled labor. Panic, is not too strong a word. The Maritime Industrial Base for instance, is currently tasked with delivering three nuclear powered submarines to the Navy every year for the next decade, and looking to hire 140,000 tradespeople. 140,000!!! “Do you know where they are?” they asked me. “We’ve looked everywhere.” “Yes,” I said. “I know where they are. They’re in the 8th grade.” I’ve had similar calls with the automotive industry, who needs 80,000 technicians and collision repair workers. Every single home service company is hiring – from foundation repair to roofing. The energy industry is looking for hundreds of thousands of skilled workers, and so too is the construction industry. A few weeks ago, at something called The Aspen Ideas Festival, I heard Larry Fink, the CEO of Blackrock, say we’re short 500,000 electricians. A few months before that, at an Energy Conference in Newport, I heard Governor Rick Perry describe the race to build data centers and catch up to China with all things AI as nothing short of a “modern-day Manhattan Project.” I think he's right. Part of the problem is an aging demographic. For every five skilled workers who retire, two replace them. That’s why we need to engage with eighth graders today. Maybe even before that. We have to make a persuasive case for these jobs to the next generation, and just as importantly, to their parents. That won’t solve the immediate problem, but this is marathon, not a sprint, and these jobs need to be magnified and amplified at an early age. The more immediate problem is the labor force participation rate. As we speak, millions of able-bodied Americans - for all sorts of reasons - are not working and not looking for work. According to economist Nick Eberstadt, that number is close to 7 million able-bodied men. I’m not sure what to do about that, but it’s a colossal problem that needs to be addressed. On the positive side, our last round of work ethic scholarships generated unparalleled interest. This year, mikeroweWORKSwill award $5 million to help train the next generation of skilled workers. That's ten times the number of qualified applicants we got this time a year ago. The needle is moving, and I believe we can move it a lot further, with a little help from the companies most incentivized to see the trades reinvigorated. Should be a lively conversation in The Keystone State…

The Real Mike Rowe

987,998 просмотров • 1 год назад

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.

TheValueist

102,145 просмотров • 9 месяцев назад

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!

Mike

417,073 просмотров • 4 месяцев назад

On March 15th, 2021, an anonymous Twitter user asked Harvard Medical professor Martin Kulldorff a question. “Do you think younger age groups and or people who have already had the virus need to be vaccinated?” Who is Martin Kulldorff? He’s a Harvard Medical School professor for 21 years, a well-known Swedish biostatistician who developed widely used software for disease mapping, the co-author of the Great Barrington Declaration on how to deal with the COVID pandemic, and an advisor to the world’s leading health organizations. What he said was that “Thinking that everyone must be vaccinated is as scientifically flawed as thinking that nobody should get COVID. Vaccines are important for older high-risk people and their caretakers. Those with prior natural infection do not need it, nor do children.” Natural immunity. Is it a myth — a “conspiracy theory” — that once you have been sick from a virus, then you won’t get sick, or as sick, again? In fact, we’ve known for 2,500 years that natural immunity is real. “The same man was never attacked twice, never at least fatally,” wrote Thucydides, describing the plague of Athens. He observed that recovered individuals could safely nurse the sick without falling ill themselves. And yet Twitter censored Martin Kulldorff’s tweet. “Learn why health officials recommend a vaccine,” read a warning that Twitter employees put on it. For most people, the Tweet cannot be replied to, shared or liked. In other words, Twitter had decided that this professor at Harvard Medical School was wrong, and that natural immunity wasn’t really something that could protect you from COVID. Jay Bhattacharya, who’s currently our Director of the National Institutes of Health, and thus one of the highest-ranking public health officials in the world, was a Stanford epidemiologist before that. Twitter put him on a “Trends Blacklist.” Not long before we discovered this, we were told that shadow-banning was a conspiracy theory, because Twitter had said it didn’t shadow-ban. Now the European Commission is trying to censor the entire global internet. They want to put a 140 million Euro fine on X. They want to end anonymity, which was what allowed that question of Kulldorff to be asked. They want to use a “Democracy Shield” program to shield the Commission from democracy. And the Commission wants to impose “chat control” so they can read your private messages. It just gets worse and worse. Unsubstantiated and likely false claims of Russian government election interference through TikTok and social media were made in Romania and in the Czech Republic. Truth is not something that anybody holds as a possession and rather emerges through dialogue. We’ve known that since Plato and Socrates. We need free speech for science, public health, and national security. It’s essential to journalism, democracy, and human freedom. Free speech enabled civilization; censorship threatens it. This is the only political cause that I would die for. And yet there is currently an active coordination between Stanford, Brazil, Australia, and others to impose what I think we can call, without exaggeration, global totalitarianism. They’re pushing for digital identification that will end anonymity online. Why is that? Why are these guys behaving in this way? When Elon Musk took over Twitter on October 28th, 2022, unprecedented insight into multiple secret government mass censorship efforts emerged from this exploration. We had unlimited access to Twitter files. They revealed that the mainstream news reporters, who don’t deserve the name, were demanding censorship. No true journalist demands censorship of his fellow journalists. What emerged from this was an understanding of something we call the “Censorship Industrial Complex,” which directly grew out of the military industrial complex and was run by active or former intelligence community officials who often operate under that banner. It led to multiple congressional investigations and hearings, and it spread across every social media platform. So we now know the censorship that occurred, not just at Twitter, but at YouTube, at Facebook, TikTok, and other platforms. What is the Censorship Industrial Complex? The model isn’t that complicated to understand. The government chooses people whom they call “researchers” to serve as censors. These are government-funded individuals who often come from the intelligence community and foreign policy establishment. They work at non-governmental organizations funded by governments or at universities funded by governments. They conduct “fact checks” to serve as “trusted flaggers.” These “trusted flaggers” demand censorship by social media platforms. It’s all done in secret. They’re looking to censor narratives. This is essential because, as decades of good cognitive science have shown, people understand and retain information through storytelling. We think in terms of stories, not bullet points. And so they were out to censor whole narratives. From the Stanford censorship project on COVID, the “Virality Project,” they said they wanted to censor “true stories” of vaccine side effects. Why? Because it might “fuel hesitancy.” In other words, they want to control your behavior. They don’t want you to receive true information that might lead you to not get the vaccine. If that isn’t totalitarianism straight out of 1984, I don’t know what it. These people were on the verge of passing legislation in the United States that would’ve authorized the National Science Foundation to choose these “researcher” censors. I’m presenting slides to Europeans and the world for situational awareness into what totalitarian politicians and bureaucrats have planned because this is still going strong. Stanford helped the US government censor COVID dissidents, and then they lied about it. You might be detecting a pattern. They’re really not interested in censoring “misinformation.’ They’re very interested in censoring true information. The censors flagged an Israeli preprint which came out in December, 2020 and found, lo and behold, that natural immunity is a real thing. In fact, it’s more protective than the vaccine. But the censors flagged somebody’s Google Drive. “See the following Google Drive links being used to compile testimonies about vaccine shedding, Covid videos, showing side effects and whatnot.” Google then removed that content from that person’s Google Drive. You don’t control your Google Drive. Contrary to Stanford’s claim that the project did not ask social media platforms to remove any content, they privately said they did. And we know that many hundreds of thousands of tweets and Facebook posts were removed, even though they were a hundred percent accurate. In fact, in 2021, Stanford’s “Virality Project” flagged accurate claims that the World Health Organization did not recommend vaccinating children. The people who spread the misinformation are the people demanding the censorship. They claimed Covid couldn’t have come from a lab, that the Covid vaccine prevented infection, and that natural immunity didn’t exist. The only solution to hate speech and misinformation is free speech. If you censor false information, how would anybody get the true information? The whole point is the debate. They lied when they said false information travels faster than true information. It’s a completely bogus study and involved six seconds of content on Twitter. Who are these people? As of 2020, there were so many former FBI employees at Twitter that they called them “Bu alumni.” They created their own private Slack channel and a crib sheet to onboard new FBI arrivals. Intriguingly, we discovered that the general counsel of the FBI — arguably the second most powerful person of the FBI, or maybe the first, if you think, consider that what their actual job is to decide what the FBI can and can’t do — resigned from FBI in early 2020 and went to Twitter to take the deputy general counsel role. Isn’t that interesting? Somebody in one of the most powerful legal positions in the world would take a junior legal role at a social media company. Why would that be? This email popped up when we were going through Twitter files and it really jumped out at us. It’s from the director of policy at Twitter. “We have seen a sustained if uncoordinated” — supposedly — “effort by the intelligence community to push us to share more information and change our API policies. They’re probing and pushing everywhere they can.” The Hunter Biden laptop censorship occurred later that year. The FBI and the intelligence community discredited accurate, factual information about Hunter Biden’s foreign business dealings both before and after the New York Post revealed the contents of his laptop on October 14th, 2020. How could the FBI spread false information about something that nobody knew about? Because the FBI had Hunter Biden’s laptop, which showed his family’s massive influence peddling scheme. It consisted of accepting tens of millions of dollars, including from the Chinese government. The FBI had been sitting on that laptop since December of 2019. They had been given it by the computer repair store owner, who had been given the laptop by Hunter Biden, likely because he dropped it in his bathtub or in the pool, when he was on one of his many crack and alcohol benders. The government strategy is always the same: spread disinformation first, then demand censorship of accurate information on the basis of it . “The FBI came to us in the summer of 2020,” Mark Zuckerberg told Joe Rogan two years later, “and they were like, ‘Hey, you should be on the alert. We thought that there was a lot of Russian propaganda in 2016. There’s about to be some kind of dump.’” In the summer of 2020, the New York Post had not published the story about the Hunter Biden laptop. It would only come out in October. We see something very interesting show up in the Twitter files: the Aspen Institute, an intermediary between the intelligence community and the public. It’s known as a Davos-style gab fest in the United States. It’s also the place where intelligence community operations are run. They hosted a workshop to train reporters and all of the social media’s top censorship officials, known as “trust and safety officials,” how to deal with a story they would hear in the future relating to Hunter Biden and Barisma. A few months earlier, the Stanford Cyber Policy Center had published a report attacking what we in the United States call the Pentagon Papers Principle. The Pentagon Papers Principle says that if a government official gives me, a journalist, a bunch of Pentagon documents showing that we’re losing the war in Vietnam, I, as a journalist, can publish them, and not risk prison. That was decided in a famous Supreme Court case in 1971. Stanford argued that, really, we should get rid of that principle, which may be the most important investigative journalism principle in the United States, and said, “You should cover the person who leaked the materials, not the leaked emails.” In other words, you should cover and expose the whistleblower. The person who exposed the Pentagon Papers is the real bad guy, not the DOD, CIA, and presidents who had lied to us for over a decade. Stanford was training the journalists and the social media trust and safety officers in how to cover a story that had not yet come out. This is known as “pre-bunking,” and it’s also part of the European Union strategy to shield themselves from democracy. When the Hunter Biden story appeared October 22nd, Twitter’s trust and safety censorship official said it didn’t violate its terms of service. There’s nothing illegal about any of this. The Supreme Court has made it very clear that you’re allowed to report on information that’s been leaked to you. At that moment, the former FBI general counsel, Jim Baker, argued vigorously that Twitter really needed to censor it. Baker won and they censored the story. It’s not that we didn’t hear about the Hunter Biden laptop story when it came out. I certainly did. But we had the impression that there was something wrong with it, that it was not really the whole story. And so many of us dismissed it. What they had done was a psyop on this major story. They had changed our perception of the story. And it worked. It worked on me, it worked on everybody I knew. What is the role of the intelligence community of social media companies? The former CIA people are the head of elections at Meta, and Google’s head of trust and safety. Former and current CIA officers have a history of spreading misinformation and promoting the Russiagate conspiracy theory. We now know that between 2018 and 2023, there were 36 people from the CIA 68 from the FBI 44, from the National Security Administration and 68 from the Department of Homeland Security who had moved to work at the social media platforms. This is not unique to the United States. My colleague Cecilia Jilková, the daughter of famous Czech dissidents, discovered that European Union officials claimed, days before the European elections in 2024, that a “pro-Kremlin website” was spreading propaganda and were paying off European politicians. That was the headline in Politico. We wrote to them and asked, “Where’s the evidence of this? Just go ahead and share the evidence to support your accusation days before the European parliamentary elections.” Nobody was arrested. They never produced the evidence. The former Czech president, Václav Klaus, who was accused of this, said, “We don’t even know what the ‘Voice of Europe’ is.” Another Czech politician said, “How could I have known it would be a security threat? At the time I gave the interview, they weren’t on any list.” Another said, “If they’re such a big threat, why did the European Parliament let the Voice of Europe’s journalists inside?” Nobody responded. Nobody talked to us. This was a disinformation campaign carried by Politico, which, in my view, is a suspect publication. In the spring of 2022, Barack Obama went to Stanford to give a speech at the Stanford Cyber Policy Center run by Michael McFaul, his former ambassador to Russia. Obama said misinformation harms democracy and urged support for legislation in Congress that would empower government-appointed researchers to serve as “trusted flaggers.” Six days later, the Department of Homeland Security rolled out their Disinformation Governance Board. What a coincidence that they got Obama to frame the issue for them. Facebook in 2021 censored accurate vaccine information so the White House would help it to get data from Europe. In addition to removing vaccine misinformation, wrote Facebook to the White House, we have been focused on reducing the virality of content discouraging vaccines that does not contain actionable misinformation. White House said jump, and Facebook said how high? Why did they do it? Why would they voluntarily censor? This also emerged from the Facebook files. Nick Clegg on the left wrote an email to his colleagues. He said, “My sense is that given we’ve got bigger fish, we have to fry with the administration, e.g., data flows, it doesn’t seem like a great place for us to be.” Data flows. What’s he talking about? He’s talking about billions of dollars worth of business that he has to, that they would have to pay the European Commission for if they didn’t have the support from the Biden administration to lean on the European Commission. In other words, this was a shakedown by the White House of Facebook and it worked in France, the country of Liberté. Turns out it has a special role.... Please subscribe now to support Public's defense of free speech, watch the full video, and read the rest of the article!

Michael Shellenberger

174,749 просмотров • 8 месяцев назад

77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future

Daniel Veroc

50,650 просмотров • 1 год назад

💥 LAP Alert 💥 "I did this sort of spy thing where I changed hotel rooms and I changed taxis. I was making sure I wasn’t followed." ~Knapp Is Lacatski Lying to Us About the Craft and Breaching the Hull? ~ "If not for that [2017 NYT] story about AATIP and the problems that [Lacatski] saw with it, he would never have mentioned [AAWSAP]...I don't think, ever." ~Knapp (So, in other words...thank you from the UFO community, to the NYT, for getting it wrong? 🙂) ~ Jeremy Kenyon Lockyer Corbell: "Should we listen to Dr. James Lacatski on UFOs, on the fact, or the idea, that our government has at least one, he's admitted, and we breached the hull? Should we listen to him, George?" George Knapp: "I know a lot of people have noticed that he's talked about his role in counterintelligence as part of the AAWSAP program. And because they equate counterintelligence with lies, false info., cover stories, misdirection. Aha! He's putting out a bunch of false info. a decade after he retired from government service." (I saw one person suggest that, and I thought it was a questionable take...) Grant Lavac: "Given that Dr. James Lacatski was the 'counterintelligence coordinator' for AAWSAP, how much confidence can we invest in the veracity of his public statements that 'at least one recovered craft of unknown origin, a flying machine with no wings, no engine, no fuel, and no fuel tanks' is in the possession of the US government and that they had 'breached the hull' of the UFO? In the context of the counterintelligence value of UAP/UFO, his comments in this most recent interview on WEAPONIZED (edited for brevity) only raise more questions for me." ~~~ Knapp: "A, it's not [Lacatski]. He's not out there beating the bushes. He's talked to us, but that's pretty much it. He's telling the full story as much as he can in a series of books. And I was co-author on two of those, not on this one. And, you know, I remember the first time I met him, it was in 2018." ~ (In April of 2019, Knapp shared that story, minus Lacatski's name, at UFO MegaCon. Knapp in 2019: "I thought today I would share with you, sort of the informational foundation that I’ve acquired. So, one year ago, I made this trip to Washington, D.C. at the invitation of Senator Harry Reid. It was St. Patrick’s Day, 2018 and I already knew a little bit about AATIP and AAWSAP and what they’ve been studying and where the money came from and how the program was created. I did this sort of spy thing where I changed hotel rooms and I changed taxis. I was making sure I wasn’t followed. And if there was ever actually, anybody following me, they must have thought I looked ridiculous because it was way over the top. "But I ended up having to meet with Senator Reid and some other people who were directly involved in these programs and they gave me a download. And I thought I knew a lot about these programs when I went there and realized that I only knew a little tiny bit. The purpose of this was to learn about these programs. We all know about AATIP, but in reality, there was something before that. "I sat down for a couple of hours with Senator Reid and other people whose names, they don’t want to be known. They brought me up to speed on how AATIP was created. How its predecessor was under way for a number of years. It coexisted for a long time. People in this room. People who investigate this topic may have suspected for a long time that there was some kind of a program that still existed. We’ve all heard that Project Bluebook was the end. 1969 it ended and the government was done with UFOs. They closed up shop. And the reason they closed it down is because there was no evidence that it involved national security. "And we all knew that was baloney because of the stories that we’ve seen that are really well documented. For example, UFOs over nuclear missile bases. UFO encounters with the military installations and atomic facilities. Things of that sort the have been well documented over the years. There are cases that involved national security. So at the end of Blue Book, of course, this memo said, alright, any cases involving national security will continue to be investigated in the regular way. Well, what the heck was the regular way? We didn’t know. Well now we do know. At least a little bit of it." (Project Blue Book was shut down in December of 1969, but a few months earlier, in October, we had the Bolender memo, which noted that "reports of UFOs which could affect national security should continue to be handled through the standard Air Force procedure designed for this purpose." What standard Air Force procedure? The regular way? Where did those cases go? We still don't know what Bolender was referring to in that memo.) ~ Knapp in 2019: "And one of the regular ways was this program called AATIP. So I went on this trip. [and] I learned this stuff about AATIP. I had known a lot about it before but I got this briefing about this alphabet soup of different programs, how they began and what they studied. December 2017, the New York Times breaks this story about AATIP. Now, I had known about it for a long time because I lived in Las Vegas. I knew Bob Bigelow. I knew Harry Reid. We’d talk about UFO stuff and what was going on. "So when I was told the New York Times was gonna break the story, I’m kind ticked off about it. Because hey, I’ve been sitting on this for a long time. Why don’t I get to break the story? And they had to, one after another, gently remind me, 'You know. You’re not the New York Times.' Which I had to admit! It was true. And if I had done the story, the Times had said that they weren’t going to do it if somebody else breaks it. So, if I had done it, it’d be another story from a UFO reporter. "The New York Times did it and they changed everything. Because they did it, wider organizations did it. Some of them took shots at the New York Times because The Times got the story and they didn’t. But that story was accurate, to a degree. But the story that it told was not the full story. AATIP, that we know about…the AATIP that studies nuts and bolts saucers…case of UFOs that have encounters with military units such as the USS Nimitz, that is studied by a group of people, Lue Elizondo was the head of it. "It’s not so much a program as it was a loose network of intelligence officials in different agencies, including the Air Force and the Navy, CIA, DIA, DARPA…there might be a couple of other agencies. But a case would come in from any one of their units [and] it would be shared with this group of people, analysis would be done, evidence would be looked at and then stashed in a draw and nobody ever sees it. It’s not passed up the chain of command. "In 2007, that changed. One of the guys (Lacatski. ~Joe 2025) I met with in this meeting in Washington is the one who changed it. He had been in the same position that Lue Elizondo had been in. And his name is just not out there. He grew frustrated with what was happening with the phenomenon and he suspected that UFOs flying around the sky, buzzing our military units every once in a while, is not the full story. Even if you could solve that part of the mystery it wouldn’t solve the bigger part of the picture. "So he grew interested in Skinwalker Ranch and he had read the (Knapp/Kelleher – 'Hunt For The Skinwalker') book. And after he read it, he called up Bob Bigelow and said…actually, he wrote him a letter and said, 'Hey, can I go to the ranch…go look around? I’m with the DIA.' Bigelow says, 'Come on out to Las Vegas and I’ll take you there.' And that’s what happened. He flew to Las Vegas. They flew on Bigelow’s jet. They went to the ranch. "This guy’s not there fifteen minutes and he has an experience. And I’m not gonna go into detail. I’m hoping that he’s going to maybe come forward at some point and describe his experience. But it was just for him. Of all the people in this room, in the encounter, he was the only one who could see it. He’s the only one who had an angle on this thing that appeared. And he’s pretending that he’s not seeing it but it’s right out of the corner of his eye. And he doesn’t say anything until he leaves the ranch. And he gets off and he asks Bigelow if he had seen it. And he had not. The other people who had been in the room had not seen it. "He flies back to Las Vegas, goes back to Washington, D.C. and looks up Harry Reid and tells him about it. Now Reid had some experience in these matters that I’ll get into in a little bit. But as a result of that conversation, Reid, who had an interest in UFOs and had maintained that interest over many years – and I can attest to that personally – called in a couple of his friends in the Senate – Daniel Inouye and Ted Stevens. They had a conversation in a secure room and they decided to provide some funding for a much broader study. Something that looked at…beyond flying saucers, that looked at other paranormal aspects…supernatural aspects that we would not normally associate with aliens or ETs. Assuming that that’s what this is, which I’m not sure anyone knows for sure. And that is how AAWSAP was born. The Advanced Aerospace Weapon System Applications Program." ~~~ Knapp Yesterday: "The only reason [Lacatski] came forward, he was ticked off about how AATIP had been described in major media reports, and no mention had been given to the actual, real program. That one that had a $22 million budget, lasted 27 months, and which put together the biggest UFO data warehouse in history, that had written all these papers that still have not been released." (In the most-recent interview (Part 1) with Weaponized, Lacatski let it fly with his issues related to the 2017 NYT article: "The initial reporting...by the New York Times story in 2017 was totally inaccurate. Contrary to what some people claim, the authors knew my name and position at AAWSAP, yet never attempted to contact me. Likewise, the The Washington Post. POLITICO (laughs) contacted me within hours after the articles were published in the free publications, asking for my opinion. They knew my name, they had my phone number. Why didn't they contact me [beforehand]?" ~Dr. James Lacatski on Weaponized ~ Knapp: "So, Jim was a counterintelligence guy for AAWSAP, but in this role. He wasn't putting out cover stories or lies, he didn't put out anything. The world didn't hear that AAWSAP existed until years later, at least by that name. There was one statement made to the press about that program. It was by Robert Bigelow, whose company, BAASS, got the contract. A week after he signed it, he came on with me on Coast to Coast AM and said, 'We got this program dealing with UFOs, we have an unnamed partner, and we're excited to get going.' That was it. "Jim Lacatski wasn't putting out PR releases about AAWSAP. There was nothing. That was the last thing anybody said until the New York Times did the AATIP story, and then Jim Lacatski felt the real story was being covered up. If not for that story about AATIP and the problems that he saw with it, he would never have mentioned this. I don't think ever." (Well, then, thank you to the NYT journalists and editors for pissing off Lacatski!) Knapp: "You'll recall, AAWSAP, at the time that things went downhill, that the funding was moved away, they were trying to make it into a SAP, a Special Access Program. And if it had happened, we probably would never have heard of it. If it had happened, Lue Elizondo would have been the counterintelligence guy for AAWSAP, that he had already talked to Lacatski. "But Lacatski is not proclaiming the greatness of the program. He's not out there beating the bushes on podcasts and newscasts, other than with us, and he never put out in counterintelligence. His role, counterintelligence, meant something different for AAWSAP. The thing that DIA had told him was, 'Look, you know, it's not a rogue program. I know it gets weird into some of the phenomena that was at Skinwalker Ranch and other places. We don't care. Here's what we care about: Don't let the secret out. We don't want to see this on the front page of the Washington Post. We want it kept secret.' (John Greenewald was one person questioning whether AAWSAP was actually a prosaic program and Lacatski just decided to go rogue with a foray into UFOs and the paranormal.) Greenewald Tweet: "Did the U.S. government really sanction this, and if so, is this really how it was run? Or was this a rogue operation by a select few on the inside playing with Uncle Sam's coffers?" (Greenewald was quote tweeting a Greenstreet hit-piece video on AAWSAP. In his interview on Weaponized aired over the past few weeks, Lacatski said that former Deputy Director of AARO, Tim Phillips, also used the "rogue" word when describing AAWSAP. Did DIA really not know what AAWSAP was about? Did Lacatski go rogue and turn a program that was supposed to look at prosaic, advanced technology into one that studied UFOs and the paranormal? Here's an exchange from the 2023 interview Knapp and Corbell did with Lacatski and Colm Kelleher.) Kelleher: "The critical part of AAWSAP that we tried to convey in 'Skinwalkers at the Pentagon,' was that there were two fundamental, parallel tracks that AAWSAP ran on. The first one was the examination of UFO performance. And, you know, the UFO performance part was getting all of the data from eyewitnesses, plus deploying sensors into the field, in order to gather data on the performance of UFOs. That was track number one. And track number two was: What effects do UFOs have on humans? That was a parallel track that, from the get go, AAWSAP decided, unambiguously, to run both tracks in parallel. We documented psychological effects, and then we also documented paranormal effects." Lacatski: "Anything can be said on the internet it seems, factual or not. Well, one thing that is not factual is, DIA knew what it was getting into in regard to both aspects that Colm just described to you. And let me end my statement right here. We had no choice but to pursue both aspects." (That was a poor way of him saying: The claim that DIA was unaware of AAWSAP looking into all aspects of UFOs, including the paranormal, is NOT true.) Lacatski: "I want to emphasize something I said on my first and only interview. It was a closed program. It operated very similar to a SAP. The director, the director of analysis, and my office chief...and, of course, division chief, knew about this program. No one else did. Now, I was also protected by the stovepipe nature of that. I did not have to address political-type questions. I was insulated, but they were, too. There was no one else. People in the surrounding cubicles didn't know. Nothing was purposely being hid. It was a closed, stovepipe system, and it needed to be. It needed to be operated that way." ~~~ Knapp: "And so, Jim Lacatski took it on himself, put it in his own hands. He and Colm Kelleher interviewed all these people who applied for the jobs, the 50 full-time positions that they staffed, in a matter of months. They did background checks, they required security clearances for all those people, and they were worried about leaks. They didn't want information to get out. "They also were concerned about espionage by foreign players, by foreign companies, things of that sort. And some of that really did happen. As Jim has shared with us, there were a couple of phones that were transmitters that were found inside Bigelow Aerospace, inside the Bigelow, uh, facilities, and it was very alarming because they weren't sure who was doing it. I think they think it was a foreign government. I'm not going to say which one, uh, they suspected the most." (Lacatski said that the phones in question were made in China.) Knapp: "But, and then they also found weird frequencies emanating from Skinwalker Ranch. That's not strange, and there's a lot of unusual stuff that happens there, but it was some sort of a an espionage program that they believed was was not only looking at the ranch, but also at BAASS. "That was his primary concern. He was worried that the story gets out, because secrecy was of paramount interest to the heads of DIA and he's worried about the information getting out to the public. Because once it happened, then the knives come out in the Pentagon and within the intelligence community, which is kind of what happened. A memo was sent from Harry Reid's office, let other people know that AAWSAP existed, and that's when things started getting problematic." Corbell: "The bugging thing. So, it's not just like Bigelow Aerospace was tapped with something, he said, specifically, AAWSAP, right? So they were looking at that new UFO program. And I don't know how public this is, but he did say it was - not just him, other people have all said - it was multiple nations, multiple, different devices from those phones. And he also said that they worked with FBI, they had FBI liaisons looking at the ranch property, and also at Bigelow Aerospace. "Because, remember, they were supposed to receive a transfer of materials. That's why they reverse, reverse engineered (laughs), you know, they built everything to be able to hold SCIF-capable and material-capable property at that classification level. So, look, I think if we pull it back, the whole idea is, James Lacatski made a statement at some point that he was, you know, head of, or part of, or running the counterintelligence for AAWSAP. But his point was to keep AAWSAP itself secret from foreign nations. So then he has to keep it secret from the U.S. He did it. He did a great job. They actually kept it secret. That doesn't mean he's going out and creating false information to the public like he's been accused of. "So, should we listen to Jim Lacatski? That was like, you know, the main question. Oh, one second. He also identified that there is currently a counter-programming, counterintelligence operation going on to the American public, but not against the American public, by AARO." (In other words, spread misinformation to the American public so they can advance their goal of misinforming and confusing our adversaries who are always listening. National security! IMO, that's only acceptable if we're talking specifics related to propulsion, technology and weapons that can be used to give us a leg up on said adversaries. But everything else should come out and be made public. We shouldn't be told a bunch of lies about information we paid for and that could, potentially, give us some clarity about our species and other lifeforms on this planet.) Corbell: That was so clear in our interview with him that he said that, you know, 'Look, they're acting this way. They are telling you lies about AAWSAP and what happened.' And that's why he said, 'My books, I'm a government employee. This was paid by taxpayers. I'm trying to give you information.' And that's what his books are. "So it's clear from these rounds of interviews that we just had with Dr. Lacatski that he supports a controlled UFO disclosure. He made that very clear. So should we listen to what he has to say? I mean, he was a big dog, right, George?" Knapp: "He was the head of the largest U.S. government-funded UFO investigation in history, that we know of. He worked with Colm Kelleher, who was the boots-on-the-ground guy in Las Vegas. He worked with Jay Stratton. Stratton's role in the development of AAWSAP has not been really fully explored, but he's got a book coming out at some point, once it gets through the DOPSR process. But then we'll get additional information to buttress what Lacatski has said."

Joe Murgia

56,558 просмотров • 10 месяцев назад

I am leaving San Francisco. My heart is broken... Thank You Gavin Newsom, London Breed, Scott Wiener, Connie Chan, Jennifer Friedenbach, Aaron Peskin, Dean Preston, Hillary Ronen, Myrna Melgar and all the other leftist anti-American politicians who destroyed one of the greatest cities in history. San Francisco used be to the most beautiful city in the world... Now how can I build a life for myself in this city, let alone start a family, with all this chaos, corruption, incompetence and lawlessness that plagues our community? I gave this city everything I had. Years of my life, my safety, my money, my energy. I fought for it. I poured out my blood, sweat and tears for it. I stayed when almost everyone else left. And now in order to save my own life, I must make the painful decision to leave. I don't want to go but I have to... Our government is corrupt to its core... leftist reptilians in suits who keep the chaos alive because it keeps their donors and “nonprofits” flush with cash. Our streets look like a third world country... open air fentanyl markets, tents everywhere, human feces, needles, trash piles and bodies on sidewalks. It’s not “progressive.” It’s a collapse. My family and friends? Most of them are gone either they left or they died here. None of my family and friends want to visit me and that's because traveling to San Francisco has become risky. Nobody wants to jeopardize their car or see the humanitarian crisis happening on the sidewalks. The cost of living is skyrocketing. Our wages stagnate and jobs are disappearing to robots and immigrants. You can’t afford to exist in San Francisco unless you’re already rich. I don't want to live paycheck to paycheck. I deserve to enjoy the fruit of my labor. I am paying the highest rates in the country for the least representation as our infrastructure falls apart... aging pipes, crumbling roads, power outages and the constant threat of The Big Earthquake. Our economy has hit terminal velocity. Businesses are fleeing, stores are closing and the tech bros who once promised utopia have replaced themselves with AI and automation. Now they’re laying their own people off while the executives hide behind private security. Illegal immigrants are prioritized over American citizens... luxury hotels, gift cards, free services, while our veterans sleep in the rain and our own homeless get ignored. Every single night my car is either ticketed, towed, broken into, or all three. These people openly prefer socialism and communism over conservatism. They say it with pride. And if you’re straight, white, male, or Christian? They hate you on sight. They treat you like you’re the enemy. No subtlety, no shame. The women here are in constant fight-or-flight mode. They only feel safe dating millionaires. The dating scene is a nightmare. I’m a good looking guy who knows how to talk to women, I do better than most guys and even I can’t get a real date without some woman asking how much money I make. How about, "How's the weather"??? The nightlife is dead. All my favorite bars, clubs, and restaurants have shut down. The few that are left charge $20 just to walk in, then another small fortune for drinks that taste like regret. The local newspapers are pure far left propaganda. If you’re a good guy who votes red and risks your life to stop a restaurant robbery... and actually thwarts the robber... they’ll still paint you as the villain. I’ve seen it happen to me and others. The coroner’s office can’t even keep up with all the goddamn bodies. They mix up the names of dead people with living ones, misidentified remains and dumped corpses in the bay because there’s just simply no room left anywhere else. Fentanyl is showing up on playgrounds and in schools. Public schools are indoctrination factories that teach kids to hate their own country while test scores plummet and parents pull their children out in record numbers. Scott Wiener wants kids who don't even know their ABCs and 123s to change genders and hide secrets from Mom and Dad. Leftist educators are predators. And algebra has become illegal. The public library has become a daytime drug den and homeless shelter, where you can’t even use the bathroom without stepping over people shooting up. Our parks and beaches are littered with human waste, stolen bikes, and abandoned tents... places that used to be beautiful are now no go zones. I need to escape the containment zone. The city’s budget is billions in the red and yet for some reason they keep spending on “equity” programs and luxury accommodations for non citizens while basic services like street cleaning and pothole repair are neglected. Mental health services are a joke... people in crisis are left to wander the streets screaming and the only “help” they get is a tent and a government-issued crack pipe. Yeah that'll help them. Crime statistics are deliberately underreported or reclassified so politicians can claim “declining crime” while residents live in fear. The city’s water supply is contaminated with everything from lead to fentanyl runoff, people are calling themselves "chemical babies" and they still charge premium rates for this water. San Francisco’s “progressive” housing policies have made it impossible to build affordable homes, leaving thousands sleeping in cars or on sidewalks while empty luxury units sit vacant. The transit system is a rolling mobile open air asylum disaster... buses and trains are filthy, unreliable, and unsafe, with assaults and thefts happening daily. I don't even want to talk about the things I have expirienced on the san francisco train. I have seen drug addicts fornicating, homeless people overdose, criminals fleeing the law, people using fentanyl, people pooping and peeing, families being attacked by violent lunatics, yeah, that San Francisco train is giving New York City's subway a run for their money. Animal control is nonexistent. Where is PETA when you actually need them? All these abused stray dogs, raccoons and abandoned pit bulls roam free while people get attacked in broad daylight. Roving packs of cayotes in San Francisco abandoned downtown financial district. Empty Skyscrapers and packs of Cayotes and we still vote Democrat. The city’s fire department is chronically understaffed and underfunded, yet they prioritize “climate justice” training over basic firefighting readiness. Streetlights are burned out for months at a time, leaving entire blocks in darkness while car break ins and assaults spike. The city refuses to enforce basic but will ticket you for the wrong color license plate frame. San Francisco’s “sanctuary city” policies have turned it into a magnet for international criminal , while local police have their hands tied by progressive DAs who refuse to prosecute. Even if they do, the judge just releases them the next day, The air quality is toxic from wildfires, encampment fires and unchecked drug use, yet they lecture residents about carbon footprints. The city’s recycling and composting programs are a farce... I used to work at the landfill... most of it ends up all mixed together in the landfills anyway, while residents are fined for using the wrong bin. Public restrooms have all been closed down because of the homelessness and fentanyl crisis in our community. Most bathrooms are permanently locked or destroyed, forcing people to defecate in alleys and doorways because the city won’t maintain them. Our local leaders fly private jets to climate conferences while telling citizens to stop driving gasoline powered cars. The city’s permitting process is so slow and expensive that small businesses die waiting for approval, while big developers get fast tracked. San Francisco’s “defund the police” experiment left the department gutted, morale crushed, and response times so slow that people just stop calling 911. When my front door got kicked in by burglars, I had to fight them off with my two hands because I didn't have a gun. When I called 911, I got a voicemail and told to leave a message at the beep. The city’s “equity” hiring practices have filled critical departments with unqualified people who prioritize ideology over competence. Not being white shouldn't be the only qualification somebody needs to get hired. Rat infestations are so bad that they’re now considered “wildlife” and protected, while residents wake up to rodents in their kitchens. The city’s homeless “outreach” teams hand out tents and needles but refuse to enforce any rules, turning public spaces into permanent encampments. Emergency rooms are overwhelmed with overdoses and psychiatric cases, forcing regular patients to wait hours or leave untreated. The city’s tourism board still markets San Francisco as a “world class destination” while tourists get robbed in broad daylight and leave traumatized. This isn’t the San Francisco I grew up loving. The city council spends more time debating pronoun policies and symbolic resolutions than fixing the actual problems residents face every day. Public art grants go to waste on virtue signaling artists instead of actual talented artists, while classic statues and monuments are removed or defaced for being too white". Street vendors operate illegally without permits, selling stolen goods and counterfeit items while legitimate businesses are crushed by regulations. Often times the fence guys are standing next to the fentanyl dealers. Fent is $3 a gram, cheaper than a loaf of bread, a gallon of milk and a gallon of gasoline. San Francisco’s “climate emergency” declarations come with more regulations and fees, yet the city does nothing to help Mother Nature. Look at The Great California Delta. It is dying. The public health department pushes endless vaccine mandates while ignoring the overdose epidemic killing thousands every year. All the while Gavin Newsom eats at the french laundry without a mask. The city’s “zero waste” goals are a joke... trash piles up faster than ever while residents are lectured about single use plastics. The board of supervisors routinely votes to protect drug dealers from prosecution while residents are left to deal with the consequences of their leniency on international criminals. Makes you wonder if they are being bribed or blackmailed? Our city’s “sanctuary” policies extend to protecting violent criminals, as long as they claim asylum or fear deportation. The SFPD has been reduced to a skeleton crew, and when they do respond, they’re often told to stand down to avoid “escalation.” The city’s homeless czars make six figures while sleeping in a luxury apartment, yet can’t explain why tent encampments keep growing. They are disconnected from the people they are supposed to help. Women disappear from the streets for days or weeks at a time, or sometimes never to return, only to turn up dead or never turn up at all, yet the city barely investigates missing persons cases anymore. Walking around downtown San Francisco, there are new missing women flyers every week. It is very disturbing. I might be silenced for discussing this one topic. Homeless women and children are left vulnerable in encampments with no protection, while predators move freely among the tents and no one intervenes. I shouldn't be seeing family units living on the streets but I am and across the street are billionaire tech offices. Theft is so normalized that people openly smash windows in broad daylight, grab packages off doorsteps and walk away with bikes while residents watch helplessly. No house or apartment is ever really safer. Shoplifting gangs hit stores multiple times a day, loading up carts and walking out without consequence, leaving retailers to eat the losses. Shelves are empty. You would think people are preparing for the apocalypse. Nope. THEY ARE SELLING THE STOLEN ITEMS TO BUY FENTANYL. Theft of catalytic converters, car batteries, and even entire vehicles has become so common that insurance companies are dropping coverage for entire neighborhoods. Good luck getting car or home insurance in California. I’m not abandoning San Francisco. I fought every day for years to save the city. Now I'm choosing to live. I’m moving somewhere I can breathe, build, create and follow my American Dream. Hope you understand. I can't keep living like this in this modern Sodom and Gomorrah.

Darren Stallcup - World Peace Movement

14,354 просмотров • 9 месяцев назад

"There was a willingness to communicate. [The non-human entity] wanted to establish communication with us." ~JV 💥 Has AI Figured Out the Identify of Gilbert? 👀 👽 Did an Alien Volunteer to be Studied and Communicate with Humans in a Secret USG Facility? Is it Still There? 👽 "My understanding is that there were teams there that had been working with that being and perhaps other beings for a while." ~JV This is Pt. 1 - Pt. 2 has the AI sleuthing on the possible identity of Gilbert. Excellent job by Ross Coulthart. And if you wanna see my post on Gilbert, the alleged Alien Entity, Vallée...and ALL Gilbert-related entries in FS V7 ⬇️⬇️⬇️ I'm taking with this with a major grain of salt until we hear from Gilbert. Then, I'll revaluate.) ~ Ross Coulthart: "You write in your Forbidden Science (7) diaries, in October 2021 for the first time, you mention someone called Gilbert. It's a pseudonym, but essentially, it's a long-lost friend, a discreet master remote viewer at the level of Uri Geller and Ingo Swann." Jacques Vallée: "Yes." (If your response to hearing Geller's name mentioned is, "Oh, he's been proven to be a fraud. See Johnny Carson,' then you haven't done your homework on Uri. Drs. Kit Green and Hal Puthoff on Geller. ~ Kit Green: "Anybody who has studied Geller and seen what he does and the films of what he does recognizes that there are profound differences between what Geller does and magician's tricks. There’s not even a remotely qualified individual who’s ever investigated Geller who believes this orthodoxy – that it’s all trickery. The RV [remote-viewing] experiments for me were astonishing. He was a superb remote viewer, he was a superstar." ~ Coulthart: "And Gilbert tells you that, through official channels, presumably, government channels, he was taken to participate in a controlled, personal exchange with a, supposed, alien. And you acknowledge in your diary that these revelations are explosive. "And by September 2023, you've received five closely-typed pages detailing how Gilbert says he was taken to a U.S. laboratory, sheltered inside rock, where military guides exposed him to what they explicitly told him was a living alien entity. Now, do you believe Gilbert's account, Jacques? I know at one stage you query: was this a fully veridical (truthful) account? Do you think Gilbert was telling you the truth?" Jacques Vallée: "I have....I believe it for two reasons. You know, believe is a bad word. It's a religious word, it's a commitment, and so on. And everybody is free to believe whatever we want to believe. In science, you know, belief is a contingency. You face a phenomenon. You build a theory of a phenomenon, but the theory, there is no such thing as a theory without a way of testing it. "Now I have no way of testing what Gilbert has told me. I'm not going to reveal the rest of his data because that's his data, and I know there are plans to publish it in the proper way, so that everybody has access to it. I have the data, but it's not up to me to publish it. "There have been other cases, and I've had one personal occasion of coming face-to-face with an entity that is very similar to the entity that he describes. To my shame, I was so scared because this was unprepared. I was not intending to do that." Coulthart: "Are you saying that you had your own personal encounter with an entity? Vallée: "Yes." Coulthart: "When did that happen?" Vallée: "I had no communication with that entity because I was simply too scared, and I mention it in the book." ~Begin excerpt from FS V6~ Hummingbird. Saturday 27 October 2018. ...something brief and terrifying happened last night, far more tangible than a nightmare. As I review it, I have to accept an experience outside my body. All I know is that in the middle of the night I found myself propelled away into the kitchen, a tall being between me and the window. I couldn’t see a face, but it was tall like me, human-like, solid. A few seconds later I woke up suddenly, back into my lying body, panting and whimpering, terrified. It had been absolutely, shockingly real. No transition, none of that slow lifting of the soul people describe. I had been translated from the bedroom, standing up, totally aware, next to the entity that hovered near me without touching, yet encompassing me in a formidable presence. This is as close to a full out-of-body experience as I have ever had. It left me whimpering and scared. (Not a fan of JV mentioning this dream-like/out-of-body experience in the same breath as Gilbert's, alleged face-to-face, physical encounter with a living entity.) ~End Excerpt from FS V6 - Back to JV with Coulthart~ Vallée: "Now in [Gilbert's] case this was very structured. He was asked to be there. And, by the way, it's not classified. I asked him if it was classified, he said, 'No.' And this was 20 years ago, this is not recent." Coulthart: "So, let's go through some of the detail of what you do reveal in [FS 7]. In December 2024, you write that you've seen Gilbert's structured results, and he says he was, apparently, instructed to put specific questions directly to the entity. And it gets fascinating. "Some of the questions generated impressions and responses he couldn't decipher. And what you conclude is that there may be two different levels of NHI, non-human intelligence. Your interpretation, or your friend's interpretation of what he got from the being, is that the higher-level controllers are genuinely alien, whereas the small beings - perhaps the Grays associated with UFO encounters - may be primitive biological hybrids, specifically engineered for terrestrial operation. Is that your conclusion, Jacques?" Vallée: "Well, again, I'm an information scientist. I try to look for patterns of things, so I don't look at one case, you know, separate from others. I look for patterns of cases. In Trinity, in Socorro, in Valensole, and now in the case in Brazil that was revealed recently. "We have a dozen entities. These entities were small; they were the size of, you know, a 10-year-old or 12-year-old kid. They had two eyes and a mouth. They were breathing air. They did not look like our astronauts with, you know, all kinds of suits and [a] support system. They were breathing air. You could understand the, you know, any sense from their eyes. Overall, their structure was human." "Over the years, there have been efforts to theorize in biology about what it would take to create a different kind of human adapted to certain things. We are going to face that problem in space. NASA has looked at that. But before NASA, you know, certainly in World War II, that question was raised already. "And there are...and I mentioned a case from an American biologist who came back from Russia with at least a rumor that the Russians were developing short humanoids for future space missions, because that would save, you know... The most expensive part in the space missions we have now, like the Moon, is the human pilot, okay? If we could do away with the human pilot, or if we could minimize that pilot, then the technology would be safer and would probably function better. "So that question had been discussed in biology. Now, the threshold was, you know, a moral threshold. Are we permitted to create? I mean, we are clearly at the position where, as you know, that the question arose in China recently. You know, was there an experiment to manipulate an egg and create them? So, those are very current questions in biology. "Could some of the beings be just operators? Because in Brazil, especially, they did not seem to be in control at all. And the same thing in Trinity. Trinity is a very important case." (Speculatively speaking: If Gilbert actually came face-to-face with a non-human entity, how would we know if it was one of the actual alien "controllers (as JV suggests)" and not a different type of lower-level, artificial-intelligence-fused being designed to trick us into thinking we've actually met the controllers? Is there any way of knowing? Maybe Gilbert can shed light on that? Maybe what he encountered was just another type of being engineered and created by the controllers for terrestrial operation in order to keep their distance from us, or for some other reason? Or, maybe JV is correct and that was one of the actual alien controllers?) ~ Coulthart: "Can I just pull you back for a moment, though, to Gilbert's story, Jacques? Because I think it's incredibly important. What it's unique for, is it's actually somebody you have spoken to, directly, giving a first-person physical account of an encounter with a non-human being in what sounds like a U.S. military government facility." (Is the entity still there now?) Coulthart: "And there's actually a moment in your diaries, 12th of March 2025, where you actually get from Gilbert, a physical description of what he saw. He was, apparently, brought in as a specialist. He didn't know whether there were other captured or, interestingly enough, volunteer beings. But he had a rough idea of approximately where he was being taken. "He couldn't see outside the vehicle, but he was inside a small mountain, some kind of, perhaps, deep underground military bunker. Inside was a large, well-lit laboratory staffed by men and women wearing uniforms without rank or unit identification. There was no medical procedures or drugs. "And then, Gilbert says to you, he was brought face-to-face with the alleged entity. And it wasn't a Gray. It was over six feet tall. It, apparently, emitted light from different parts of its body, may have been enclosed in some sort of wired suit, test article, or a containment apparatus." (Was the suit designed to protect the being from our environment or to protect the humans in that room from the being? And just to reiterate, I'll assume it was an alien being. My friend made these excellent points... "We don't know if the parts of its body emitting light were its body or some sort of harness or device it was wearing. And if it was some sort of harness/device what was its purpose and whose device was it? Was it life support? Alien shackles? Was it meant to help, or control? "Say for instance, a harness device that emits a frequency that prevents the being from doing something? Leaving? Disappearing? Communicating?") ~ Coulthart: "And it, apparently, communicated through combinations of light, and permitted questions concerning psychic functioning. And he had several hours of communication with this being. Now, you've made it clear you believe Gilbert's account, you accept Gilbert's account. This is extraordinary." Vallée: "I've known him for a long time, and I know what else he's done, which is extraordinary. So..." Coulthart: "I mean, this is very important, Jacques. Is this person willing to give evidence to a congressional inquiry, if they're not subject to classified limitations, security oaths, or NDAs?" Vallée: "I asked him that because, obviously, I did not want to get into something that would take me, you know, beyond that range. And he said, 'No,' he was not... He asked, 'You know, do I need a special clearance for this?' He has done other work, you know, for the military." Coulthart: "Right. But I was analyzing the implications of what you say in the diary about Gilbert. And to summarize it, it's more than a psychic once met an alien. What it is, is, a classified U.S. group allegedly possesses, or hosts, a living, non-human intelligent being, and they've been operating a systematic, multidisciplinary communication program with it, over time. And Gilbert was brought in as one specialist to conduct controlled communications with it. Do you accept that that's the implication of what you say in the diary?" Vallée: "This is logical in terms of what we know from a long time. What the procedure would be. The structure was...did not go into psychic functioning, you know? The questions that they had been asked were basic physiological, physical questions. They brought [Gilbert] in so that he was authorized to create his own questions and to probe...to see to what extent he could elicit a response that would be a psychic response from that entity. "The question is: At what level do they function? We know we have some ability to function on a psychic level. Some people can practice this better than others. We know from the SRI work by Hal Puthoff and Russell Targ and others that this can be trained. As you know, I was involved in that project to some extent over several years, and with Ingo. So, I went through the procedure with Ingo for an entire year. What Gilbert is describing matches that very well. In other words, there was a procedure." Coulthart: "So, you allude, Jacques, to the fact that Gilbert is, apparently, writing his own book about what he encountered. Can you clarify for me, though, is Gilbert willing to give evidence to the ongoing congressional investigations into this?" (Good on Ross to follow-up because JV didn't answer it the first time.) Coulthart: "There are very few people who are willing to give first-person evidence. And if he's not restrained by classification-security-oaths constraints, what's stopping him from coming forward, even confidentially, to a secure SCIF in the Congress, and giving this evidence?" Vallée: "I cannot answer for him. He has a long career in helping, you know, different projects in a classified setting. So, he's quite capable of answering that. What I know is...I don't know that he is writing a book. There is a project for a series of interviews, and I've participated in that. I've given a few interviews about my own work. But I know he's been part of that project. I don't know how it's going to be released or whether it's going to be released. I'm not part of the business that owns that data." (Well, whatever that is, it really needs to be released. Interviews in written form, or on camera?) Coulthart: "I'm very excited by the Gilbert character, and forgive me for harping on about him. Can I at least clarify, Gilbert is a he." (I'm just as excited. This COULD be HUGE!) Vallée: "I don't want to give away any indication. You know, I have not had communication, recently. I don't know how far that project has gone. It's their project, and there is a boundary to what I can say." Coulthart: "But who are they, Jacques? Like, when you say it's their project, you're talking about the individual known as Gilbert by pseudonym?" Vallée: "And the release of that information. His intent is to release it." Coulthart: "I've got to ask you this, and I appreciate you may not want to disclose, but is the person that you're talking about Keith Harary?" Vallée: "Umm, no. I can definitely tell you it's not Keith." (Later in this interview, JV said he met Gilbert when he (Gilbert) was 22. Out of the public names associated with gifted psychics and remote viewers, Harary comes close. But there's another possibility that I'll let ChatGPT lay out in the 2nd tweet. If you've studied remote viewing, you know the name Keith Harary. If you'd like to read an excellent article written by Keith "Blue" Harary in Psychology Today, here ya go: dot com/us/articles/200411/confessions-of-a-star-psychic ~ Coulthart: "Is it Joe McMoneagle?" Vallée: "[laughs] I shouldn't play... It's an interesting game, but, you know, there are two or three other names." Coulthart: "Joseph McMoneagle, of course, Jacques, as you and I both know, he worked with you at SRI. He was remote viewer number one in the U.S. Army intelligence program." Vallée: "I have enormous amount of respect for Mr. McMoneagle." Coulthart: "So do I. Joe is probably one of the most respected remote viewers known to the U.S. military (JV shakes his head up and down in agreement) and the U.S. intelligence community. And I noted back in Forbidden Science 3, Joe told you about UFO-related material. And Joe talked about how a photograph of a disc had inexplicably disappeared from a classified safe under his sole control. And he you quoted him saying to you, 'There must be a higher level of authority that controls UFO data.' What's going on here, Jacques?" Here's the excerpt from FS V3... "Joe [McMoneagle] once obtained a detailed photograph of a disk. He placed a copy in a locked safe with double combination, a classified safe under his sole control. Yet the photograph vanished. “'There must be a higher level of authority that controls UFO data,' he said, 'a level beyond the folks who run the satellites.'" (The Gatekeepers?) ~ Coulthart: "Clearly, someone - if it's Joe McMoneagle, let's just call them Gilbert. Someone invited Gilbert to a secure facility, presumably, a secure-government facility, yet at the same time we have the government - in the form of AARO, the Pentagon - asserting, blue and blind, that there is absolutely no evidence of extraterrestrial-non-human-intelligence engagement with this planet. We know that's not true. What's going on, sir? You, probably more than anyone, know the answer to that question." Vallée: "It's a central question, of course, and I don't want to make, you know, to treat it in a humorous way. But I recall a conversation with Dr. Hynek when I was working with him back at Northwestern. And I said, 'You know, what does the Air Force say and what does the Air Force think?' And he said, 'Jacques, you have to understand, there is no such thing as the U.S. Air Force. There are projects within the Air Force that do different things.'" (Kind of like when people say, "The GOVERNMENT does this and that." Like the Air Force, the U.S. government is not a monolith. AARO may have had no clue about the Gilbert story, until JV put out V7. Maybe they still don't know?) Vallée: "And that's legitimate. [The USAF] are looking at different parts of, you know, the whole planet, with the tools they have. And they have different opinions about things, and they have budgets to pursue different things with different projects. And many times they don't know about the other project." Coulthart: "Is it possible that Gilbert was being played?" Vallée: "[shakes his head back and forth] No. No." Coulthart: "That he was shown something that was an intention to try and see what a master remote viewer would think of what he was being shown?" Vallée: "He's one of the best psychics in the world today, and has been throughout his career." (It's impossible to know 100% that what Gilbert encountered (assuming this actually happened) was a non-human entity. And even if/when he comes forward, that won't change. We're going to need evidence besides anecdotes.) ~ Coulthart: "So you find him very credible." Vallée: "I met him when he was 22." Coulthart: "What state was the location in, where this facility that he was taken to is located? Did he give you that indication?" Vallée: "I don't know the level of if there is a security wrapper around this. I don't know at what level. So, I've purposely been vague in the book, again." Coulthart: "I got that. Was there a date for the encounter? I think you indicated to me earlier it was about 20 years ago. Is that right?" Vallée: "Yes." Coulthart: "Have you seen any evidence proving that Gilbert was actually at that location? Has he provided you with any substantiating...or corroboration?" Vallée: "No. No. No. And that's why I don't want to go beyond, you know, reporting about that conversation and my trust in the conversation. I have no way of checking this. My own experience would indicate that that kind of thing is happening. Probably (in many places)." (Crosstalk, so I'm not 100% sure on "in many places." And what "experience" is JV talking about?) Coulthart: "Can I ask you a few questions, though? And you don't have to answer these if you're uncomfortable. Did he physically touch the entity?" Vallée: "No." Coulthart: "Was the entity a prisoner?" Vallée: "No. I asked him that question, of course, and he said the entity was a volunteer." (We need all the details on how that happened. Via a crash retrieval? Did it knock on the door one day? Teleport into their lab? Amazon Prime delivery in a REALLY big box with holes in it? 🙂 And why should we trust the entity? My friend added this: "A death-row prisoner agreeing to cooperate with authorities on something could be considered volunteering…but is still a prisoner. Did the being say it’s a volunteer or was it the people at the facility? Do we really have to wait around for a possible book we actually might never see?") ~ Coulthart: "You, intriguingly, talk about, in your diary, captured or volunteer beings. You're clear that this being was there voluntarily?" Vallée: "Yes." Coulthart: "But it suggests that there are other beings that are captured." Vallée: "I don't know. I'm not, you know, fudging here. I really don't know the answer." Coulthart: "Okay. Do you know from Gilbert how long the entity had been with this facility, with the humans?" Vallée: "No, and I asked Gilbert that. He did not know that. He was there just for that one presentation and that was..." Coulthart: "Was the entity alive, in the sense that we think of something being biologically alive?" Vallée: "Yes. Now, I have no doubt, as you know, I'm not an expert about Hollywood, but I've, occasionally, seen what Hollywood could do in terms of special effects. And, of course, everything can be a special effect." (Again, according to JV, Gilbert may have seen, "a test article, a wired uniform or a safety container for the being rather than the body of an actual Alien." So, Gilbert may not know what it actually looked like. Hard to be definitive on what this entity was and we'll need to hear from Gilbert for more details.) Coulthart: "Did Gilbert explain why he, a remote viewer, was required to communicate with the being, if, as you say in the diary, it was communicating with light?" Vallée: "Yes, yes. Because the people in charge were smart enough to understand that the communication that that being was capable of was beyond the... I mean, we have the same thing with whales, you know? Whales can read the inside of your body. I mean, women who were attending to whales, the whale would know they were pregnant before they knew they were pregnant." (That hasn't been proven.) Vallée: "So, those situations are, you know...we have aliens (he smiled and I believe he used quotation marks with his hands) here on Earth in the form of some very intelligent animals that perceive things completely outside our range. So, it's not a new situation." Coulthart: "No, but I think this is the revelation - I think, one of the most important revelations in your latest book - that we are talking here about someone who you accept as telling the truth, who says they were part of what sounds like a U.S. government, U.S. military program, where they were asked to communicate with a non-human being. Can I ask you this, sir? Did conventional spoken language fail, or was it not possible with this being?" Vallée: "The answers were in the form of light configurations." Coulthart: "And so, had we learned, had humans learned how to communicate with it through light?" Vallée: "From what he told me, there was limited knowledge of what was positive and negative. He was asked to only frame questions in a way that where the answer could be yes or no, And that's why there were situations where he said he couldn't understand the answer." (Yes or no questions? I'm gonna assume the entity had no thumbs. Thumbs up? 👍🏽 Thumbs down? 👎🏼 😊) Coulthart: "One of the things you say in your diary - and I've learned to read Jacques Vallee's diaries very, very closely indeed - you say Gilbert's answers matched earlier results. Earlier results from whom, Jacques? I really think this is a very important question. What are you talking about there?" Vallée: "Well, the...you know, my understanding is that there were teams there that had been working with that being and perhaps other beings for a while. I mean, this isn't just a one-off situation. They had a base. Again, I said, 'What were the insignias?' He said, 'They were probably people from different branches of the armed forces there. You know, the people there were experts, men and women, you know, who seemed to be coming and going.' There may have been other labs. You know, he was in one lab." Coulthart: "Is it your understanding that this communication with this being is communicating today? Is it still happening?" Vallée: "I have no way of knowing." Coulthart: "So it was happening 20 years ago, but we don't know if that program is still operating today." Vallée: "What was important to me, again, in terms of what we can derive from the database and from other, you know, all the other contact cases, is that the communication was primarily light, in the form of light."

Joe Murgia

62,922 просмотров • 4 дней назад

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

Joe Murgia

53,256 просмотров • 1 месяц назад