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Qwen3.6-27B dense quality ladder. Same tasks. Same grader. Same day. How much does compression cost? FP8 - 83.3 · 29GB NVFP4 - 83.0 · ~15GB BF16 - 81.9 · 56GB GPTQ-Pro - 79.4 · 13GB IQ2_XXS - 79.0 · 9.4GB Who wins where: 🥇 Raw quality → FP8 (83.3)...

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Wësche

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24,599 просмотров • 4 дней назад •via X (Twitter)

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my 8 GB VRAM gaming laptop is absolutely going to hate me for this. but I still did it. ran a 31b dense model (Gemma 4 31b Q4) with only 8 GB VRAM last week I ran Gemma 4 26B A4B a mixture of experts model on my RTX 4060 and hit 25–28 tokens/sec using llama.cpp's new MTP support. smooth. snappy. but MoE has a secret: it only activates 4B parameters per token despite having 26B total. that's why it flies. so the real question started haunting me. what if I throw a full, no tricks, every parameter fires on every token, 31B DENSE model at the same machine? # Hardware: GPU: NVIDIA RTX 4060, 8 GB VRAM RAM: 16 GB CPU: Intel Core i7 H Laptop. Gaming. Modest. The model: gemma-4-31B-it-qat-UD-Q4_K_XL.gguf (model's unsloth huggingface link in the comments) This is Google DeepMind's flagship dense model in the Gemma 4 family that can run on single consumer GPU. It packs a hybrid attention architecture, supports up to 256K context natively, and is QAT (Quantization Aware Training) optimized, meaning it retains far more quality than standard post training quants at the same bit depth. This is NOT the MoE. This is 31 BILLION dense parameters, every single one of them loaded. # the flags I used: -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -cnv --spec-type draft-mtp --spec-draft-model mtp-gemma-4-31B-it.gguf --spec-draft-n-max 8 --spec-draft-p-min 0.6 -c 6000 -v Multi Token Prediction (MTP) is still active here. Separate draft GGUF required, same as the 26B setup. # Results: → Decode: ~3 tokens/sec → Prefill: ~2 tokens/sec → Context: 6000 tokens → Hardware crying quietly in the corner: yes so is 3 tps actually usable? For real time back and forth chat? Not ideal. You're not having a fluid conversation at 3 tps. but slow ≠ useless. And this is where it gets genuinely interesting. think about how senior devs actually work in a real team. But when something is architectural, deeply complex, or needs serious reasoning? they walk down the hall and escalate to the senior. That's exactly the local AI agent architecture this unlocks: → Fast orchestrator model (Gemma 4 26B MoE at 25+ tps) handles routing, simple queries, tool calls, memory. The junior dev. → Gemma 4 31B dense is the senior, called only when the fast model genuinely hits a wall. Hard multi step reasoning. Complex code generation. Deep architectural decisions. The agentic loop stays fast. Only the hard hops touch the 31B. That's a legitimate production grade local AI architecture on a budget hardware. (requires 2 8gb gpus) other workflows where 3 tps is completely fine: - overnight batch jobs. summarize documents, extract structured data, review code. Fire it off. Sleep. wake up to results. - One shot deep reasoning - Silent code audit loops, you write and test, the 31B reviews diffs and flags issues in the background between your sprints - Any workflow where output quality > output speed A few weeks ago, nobody was running a 30B+ dense model on a single consumer GPU with 8 GB VRAM. At all. Now we're doing it on an Intel i7-H gaming laptop with a NVIDIA RTX 4060, thanks to llama.cpp + QAT quants + MTP speculative drafting. Google DeepMind said the Gemma 4 31B targets "consumer GPUs and workstations." They were not exaggerating. The hardware bar to run serious frontier class models locally keeps dropping. the tools are here. the models are here. you just have to be willing to abuse your laptop a little. what workflows would you actually run on a local 3 tps 31B dense model? genuinely curious. drop it below.
0:18

my 8 GB VRAM gaming laptop is absolutely going to hate me for this. but I still did it. ran a 31b dense model (Gemma 4 31b Q4) with only 8 GB VRAM last week I ran Gemma 4 26B A4B a mixture of experts model on my RTX 4060 and hit 25–28 tokens/sec using llama.cpp's new MTP support. smooth. snappy. but MoE has a secret: it only activates 4B parameters per token despite having 26B total. that's why it flies. so the real question started haunting me. what if I throw a full, no tricks, every parameter fires on every token, 31B DENSE model at the same machine? # Hardware: GPU: NVIDIA RTX 4060, 8 GB VRAM RAM: 16 GB CPU: Intel Core i7 H Laptop. Gaming. Modest. The model: gemma-4-31B-it-qat-UD-Q4_K_XL.gguf (model's unsloth huggingface link in the comments) This is Google DeepMind's flagship dense model in the Gemma 4 family that can run on single consumer GPU. It packs a hybrid attention architecture, supports up to 256K context natively, and is QAT (Quantization Aware Training) optimized, meaning it retains far more quality than standard post training quants at the same bit depth. This is NOT the MoE. This is 31 BILLION dense parameters, every single one of them loaded. # the flags I used: -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -cnv --spec-type draft-mtp --spec-draft-model mtp-gemma-4-31B-it.gguf --spec-draft-n-max 8 --spec-draft-p-min 0.6 -c 6000 -v Multi Token Prediction (MTP) is still active here. Separate draft GGUF required, same as the 26B setup. # Results: → Decode: ~3 tokens/sec → Prefill: ~2 tokens/sec → Context: 6000 tokens → Hardware crying quietly in the corner: yes so is 3 tps actually usable? For real time back and forth chat? Not ideal. You're not having a fluid conversation at 3 tps. but slow ≠ useless. And this is where it gets genuinely interesting. think about how senior devs actually work in a real team. But when something is architectural, deeply complex, or needs serious reasoning? they walk down the hall and escalate to the senior. That's exactly the local AI agent architecture this unlocks: → Fast orchestrator model (Gemma 4 26B MoE at 25+ tps) handles routing, simple queries, tool calls, memory. The junior dev. → Gemma 4 31B dense is the senior, called only when the fast model genuinely hits a wall. Hard multi step reasoning. Complex code generation. Deep architectural decisions. The agentic loop stays fast. Only the hard hops touch the 31B. That's a legitimate production grade local AI architecture on a budget hardware. (requires 2 8gb gpus) other workflows where 3 tps is completely fine: - overnight batch jobs. summarize documents, extract structured data, review code. Fire it off. Sleep. wake up to results. - One shot deep reasoning - Silent code audit loops, you write and test, the 31B reviews diffs and flags issues in the background between your sprints - Any workflow where output quality > output speed A few weeks ago, nobody was running a 30B+ dense model on a single consumer GPU with 8 GB VRAM. At all. Now we're doing it on an Intel i7-H gaming laptop with a NVIDIA RTX 4060, thanks to llama.cpp + QAT quants + MTP speculative drafting. Google DeepMind said the Gemma 4 31B targets "consumer GPUs and workstations." They were not exaggerating. The hardware bar to run serious frontier class models locally keeps dropping. the tools are here. the models are here. you just have to be willing to abuse your laptop a little. what workflows would you actually run on a local 3 tps 31B dense model? genuinely curious. drop it below.

Alok

63,583 просмотров • 1 месяц назад

On the second day of recruiting myths… Myth #2: “The name on the front of your jersey doesn’t matter.” There is some truth here. But people usually say this to make you feel better if you’re not on a team in the “recruiting bubble.” And yes of course there are always outliers. If you’re Montana Fouts, you could show up playing for the Butterflies and coaches would still be lined up drooling at the fence. But for most of us? The jersey does matter. Especially if you don’t have true 5-star size or can’t blow people away with elite metrics. I know this because I’ve been on both sides of it. Same player. Same work ethic. Completely different response from coaches. Why does the jersey matter more than people admit? First impressions. If a coach doesn’t recognize your club as one that consistently produces players at their level, you have to overwhelm them with performance and numbers just to get the same look. What matters even more than the jersey name is the coach attached to it. My last club, Rising, was brand new. But my coach, Steve Appel, had a lot of successful former players at top 25 programs. Coaches knew him. Trusted him. We were at the best fields and no one cared what was on the front of our jerseys. At my first tournament with that team, I saw more college coaches than I had in my entire recruiting journey before that. It’s true. College coaches aren’t recruiting a jersey. They’re recruiting you. But your jersey affects: •what fields you play on •who stops to watch •how risky you look on paper A well-known club with proven coaches comes with built-in credibility. Can you get recruited without that? Yes. I did. But if you’ve read my book, you know how many things had to line up for that to happen. So is there truth to this myth? Yes. But most of the time, when people say it, they’re trying to protect you from a harder truth: Recruiting isn’t just about how good you are. It’s also about who’s willing to vouch for you. And your jersey is a powerful indicator of that before a coach sees you even pick up a ball. #RecruitingRules Rule #6: The lifeblood of recruiting is relationships. And whether you like it or not, the front of your jersey is part of that. Photo Caption: Top image my OG team, AZ Steel after winning the Colorado Sparkler Supplemental Power Pool. Bottom image with steve appel after winning PGF Nationals. My original team eventually made it into the “recruiting bubble” the summer after I committed. We were a solid competitive team at the national club level, but having played for both, no one will ever convince me that my recruiting opportunities would have been the same regardless of which jersey I was wearing. Completely different worlds. I wouldn’t change my path. I ended up exactly where I always dreamed to be, and my path made me who I am, but in my case believing this myth for so long cost me time and my family money.
0:20

On the second day of recruiting myths… Myth #2: “The name on the front of your jersey doesn’t matter.” There is some truth here. But people usually say this to make you feel better if you’re not on a team in the “recruiting bubble.” And yes of course there are always outliers. If you’re Montana Fouts, you could show up playing for the Butterflies and coaches would still be lined up drooling at the fence. But for most of us? The jersey does matter. Especially if you don’t have true 5-star size or can’t blow people away with elite metrics. I know this because I’ve been on both sides of it. Same player. Same work ethic. Completely different response from coaches. Why does the jersey matter more than people admit? First impressions. If a coach doesn’t recognize your club as one that consistently produces players at their level, you have to overwhelm them with performance and numbers just to get the same look. What matters even more than the jersey name is the coach attached to it. My last club, Rising, was brand new. But my coach, Steve Appel, had a lot of successful former players at top 25 programs. Coaches knew him. Trusted him. We were at the best fields and no one cared what was on the front of our jerseys. At my first tournament with that team, I saw more college coaches than I had in my entire recruiting journey before that. It’s true. College coaches aren’t recruiting a jersey. They’re recruiting you. But your jersey affects: •what fields you play on •who stops to watch •how risky you look on paper A well-known club with proven coaches comes with built-in credibility. Can you get recruited without that? Yes. I did. But if you’ve read my book, you know how many things had to line up for that to happen. So is there truth to this myth? Yes. But most of the time, when people say it, they’re trying to protect you from a harder truth: Recruiting isn’t just about how good you are. It’s also about who’s willing to vouch for you. And your jersey is a powerful indicator of that before a coach sees you even pick up a ball. #RecruitingRules Rule #6: The lifeblood of recruiting is relationships. And whether you like it or not, the front of your jersey is part of that. Photo Caption: Top image my OG team, AZ Steel after winning the Colorado Sparkler Supplemental Power Pool. Bottom image with steve appel after winning PGF Nationals. My original team eventually made it into the “recruiting bubble” the summer after I committed. We were a solid competitive team at the national club level, but having played for both, no one will ever convince me that my recruiting opportunities would have been the same regardless of which jersey I was wearing. Completely different worlds. I wouldn’t change my path. I ended up exactly where I always dreamed to be, and my path made me who I am, but in my case believing this myth for so long cost me time and my family money.

Amelia Streuber 2025 🦫

15,052 просмотров • 7 месяцев назад

i spent $26,600 on cloud GPU rentals over 14 months before i found a NVIDIA DGX Spark at $2,999 (founder's edition) or $3,999 (shipping price) it paid for itself in 6 weeks i run 200B parameter models locally now and my old cloud provider keeps sending me loyalty discount emails the math on that $26,600 is embarrassing to type out loud $1,900/month for 14 months, H100 instances on a specialist cloud provider, because anything bigger than a 70B model simply would not fit anywhere else i paid the invoices like they were a utility bill and told myself it was just the cost of doing serious AI work it took me over a year to find out it wasn't 14 months, broken down: → months 1-4: $1,400-1,600/month - felt like manageable infrastructure overhead → months 5-9: crept to $1,900-2,100 as i started running DeepSeek-class experiments, costs tracking directly with model size → months 10-12: one agent loop ran for 36 hours against a 130B model while i slept, that month hit $2,400 → month 13: ran the cumulative total for the first time, saw $23,800, felt physically sick → month 14: another $2,800 month while i waited for the hardware to ship the box is the NVIDIA DGX Spark - roughly the footprint of a large mac mini, powered by a GB10 Grace Blackwell chip with 128GB of unified LPDDR5X memory that unified memory is the whole thing an RTX 4090 has 24GB of VRAM, which means a 70B model in full BF16 precision physically does not fit, you're quantizing down or you're renting cloud, those are your options this box loads a 200B parameter model quantized and serves it through vLLM over localhost, same API interface the cloud endpoint used the migration took one line of code - i changed the base URL from the provider's endpoint to 127.0.0.1:8000 and everything just worked electricity to run continuous 200B inference locally comes out to about $12/month the payback arithmetic is almost too clean: $2,999 hardware cost against $1,900/month saved, the box paid for itself before i'd owned it two months what i didn't account for was how completely the cost model changes your behavior when there's no hourly meter running, you greenlight experiments you'd never approve on cloud - agent loops that churn for hours, running 10,000 documents through a reasoning pass at 3am, speculative fine-tuning jobs you'd normally skip because the cost felt unjustifiable i ran more experiments in the first 30 days after the box arrived than in the four months before it the loyalty discount email landed about 8 weeks after i cancelled the cloud subscription 15% off my next three months, valued customer, we'd love to have you back i didn't reply the box was already running
0:15

i spent $26,600 on cloud GPU rentals over 14 months before i found a NVIDIA DGX Spark at $2,999 (founder's edition) or $3,999 (shipping price) it paid for itself in 6 weeks i run 200B parameter models locally now and my old cloud provider keeps sending me loyalty discount emails the math on that $26,600 is embarrassing to type out loud $1,900/month for 14 months, H100 instances on a specialist cloud provider, because anything bigger than a 70B model simply would not fit anywhere else i paid the invoices like they were a utility bill and told myself it was just the cost of doing serious AI work it took me over a year to find out it wasn't 14 months, broken down: → months 1-4: $1,400-1,600/month - felt like manageable infrastructure overhead → months 5-9: crept to $1,900-2,100 as i started running DeepSeek-class experiments, costs tracking directly with model size → months 10-12: one agent loop ran for 36 hours against a 130B model while i slept, that month hit $2,400 → month 13: ran the cumulative total for the first time, saw $23,800, felt physically sick → month 14: another $2,800 month while i waited for the hardware to ship the box is the NVIDIA DGX Spark - roughly the footprint of a large mac mini, powered by a GB10 Grace Blackwell chip with 128GB of unified LPDDR5X memory that unified memory is the whole thing an RTX 4090 has 24GB of VRAM, which means a 70B model in full BF16 precision physically does not fit, you're quantizing down or you're renting cloud, those are your options this box loads a 200B parameter model quantized and serves it through vLLM over localhost, same API interface the cloud endpoint used the migration took one line of code - i changed the base URL from the provider's endpoint to 127.0.0.1:8000 and everything just worked electricity to run continuous 200B inference locally comes out to about $12/month the payback arithmetic is almost too clean: $2,999 hardware cost against $1,900/month saved, the box paid for itself before i'd owned it two months what i didn't account for was how completely the cost model changes your behavior when there's no hourly meter running, you greenlight experiments you'd never approve on cloud - agent loops that churn for hours, running 10,000 documents through a reasoning pass at 3am, speculative fine-tuning jobs you'd normally skip because the cost felt unjustifiable i ran more experiments in the first 30 days after the box arrived than in the four months before it the loyalty discount email landed about 8 weeks after i cancelled the cloud subscription 15% off my next three months, valued customer, we'd love to have you back i didn't reply the box was already running

Argona

22,099 просмотров • 2 месяцев назад

Elon Musk gave the entire entertainment industry its expiration date, and he is the one building the thing that kills it. Musk: “My guess is that we see the first compelling half hour, pure AI show next year.” Next year. A complete show generated entirely by AI. No writers. No actors. No cameras. No sets. No crew. No studio. Just a prompt and enough compute to render a reality that never physically existed. And shows are the easy part. Musk: “I say probably we’re maybe three years away from AI does the whole video game.” A show plays the same way every time. A game has to generate a living world that reacts to every decision in real time across every single frame. That is a fundamentally harder class of problem. And Musk put three years on it. Right now a single AAA title takes seven years and half a billion dollars across thousands of engineers and artists just to ship it. Musk is describing a world where one person types a paragraph and gets something comparable. The entire value proposition of a multi-billion dollar industry lives inside that gap. And it closes in thirty-six months. But the prediction is not the story. The person making it is. This is not an analyst speculating from the sidelines. This is the man building the largest AI compute clusters on the planet. The man who built xAI from zero in under two years. The man stacking hundreds of thousands of GPUs into facilities designed to do exactly what he is describing. When Musk says three years, he is not guessing about what someone else might eventually ship. He is reading you a delivery date off his own roadmap. Every media company on Earth is valued on a single assumption. That quality content is expensive and difficult to produce at scale. That one assumption is the structural foundation underneath every studio, every network, and every publisher in existence. Musk is dismantling it with raw compute. The studios still parading thousand-person production teams are not demonstrating strength. They are advertising the exact cost structure that one person with a prompt and a GPU allocation is about to make irrelevant. And it does not stop at entertainment. If AI can generate an interactive world that responds to human input in real time, it can generate anything. Advertising. Architecture. Training simulations. Product design. Every industry built on humans manually constructing visual experiences frame by frame is sitting on the same countdown Musk just read out loud. Now zoom out. Because this is not just an industry story. For the entire history of human civilization, the distance between imagining a world and actually creating one required thousands of people, millions of hours, and billions of dollars. That distance built Hollywood. That distance built the gaming industry. That distance made content scarce and studios powerful. Musk is collapsing that distance to zero. When the gap between imagining something and it existing disappears, every business model built on the difficulty of creation disappears with it. That is not disruption. That is a full inversion of how human beings create. Musk did not make a casual prediction on that podcast. He told you what he is building. He told you the timeline. And he told you which industries do not survive it. The entertainment industry is still debating whether this future is real. Musk is not part of that debate. He is building. And he just told you the delivery date.
0:17

Elon Musk gave the entire entertainment industry its expiration date, and he is the one building the thing that kills it. Musk: “My guess is that we see the first compelling half hour, pure AI show next year.” Next year. A complete show generated entirely by AI. No writers. No actors. No cameras. No sets. No crew. No studio. Just a prompt and enough compute to render a reality that never physically existed. And shows are the easy part. Musk: “I say probably we’re maybe three years away from AI does the whole video game.” A show plays the same way every time. A game has to generate a living world that reacts to every decision in real time across every single frame. That is a fundamentally harder class of problem. And Musk put three years on it. Right now a single AAA title takes seven years and half a billion dollars across thousands of engineers and artists just to ship it. Musk is describing a world where one person types a paragraph and gets something comparable. The entire value proposition of a multi-billion dollar industry lives inside that gap. And it closes in thirty-six months. But the prediction is not the story. The person making it is. This is not an analyst speculating from the sidelines. This is the man building the largest AI compute clusters on the planet. The man who built xAI from zero in under two years. The man stacking hundreds of thousands of GPUs into facilities designed to do exactly what he is describing. When Musk says three years, he is not guessing about what someone else might eventually ship. He is reading you a delivery date off his own roadmap. Every media company on Earth is valued on a single assumption. That quality content is expensive and difficult to produce at scale. That one assumption is the structural foundation underneath every studio, every network, and every publisher in existence. Musk is dismantling it with raw compute. The studios still parading thousand-person production teams are not demonstrating strength. They are advertising the exact cost structure that one person with a prompt and a GPU allocation is about to make irrelevant. And it does not stop at entertainment. If AI can generate an interactive world that responds to human input in real time, it can generate anything. Advertising. Architecture. Training simulations. Product design. Every industry built on humans manually constructing visual experiences frame by frame is sitting on the same countdown Musk just read out loud. Now zoom out. Because this is not just an industry story. For the entire history of human civilization, the distance between imagining a world and actually creating one required thousands of people, millions of hours, and billions of dollars. That distance built Hollywood. That distance built the gaming industry. That distance made content scarce and studios powerful. Musk is collapsing that distance to zero. When the gap between imagining something and it existing disappears, every business model built on the difficulty of creation disappears with it. That is not disruption. That is a full inversion of how human beings create. Musk did not make a casual prediction on that podcast. He told you what he is building. He told you the timeline. And he told you which industries do not survive it. The entertainment industry is still debating whether this future is real. Musk is not part of that debate. He is building. And he just told you the delivery date.

Dustin

21,842 просмотров • 16 дней назад

I just ran Gemma 4 31B on @CerebrasSystems at 1,800+ tokens/sec and it's multimodal. For context: that's 35x faster than a typical GPU endpoint, and the first token (reasoning included) lands in 1.5 seconds. This isn't a benchmark slide, I recorded the inference live. Prompt I used: "Create a simulation of an iPhone. Include at least one working dummy note taking app, a functional notification pulldown, high quality graphics, single HTML file, any libs via CDN." - Generation time: 3 seconds. - Notes app worked. - Notification panel worked. - Rendered first try. This is what wafer-scale inference unlocks, not just "faster," but a different category of product. When generation is this fast, you stop waiting and start iterating in real time. Why this matters: Gemma 4 31B is Google DeepMind's flagship open weight model, Apache 2.0 licensed, dense (not MoE), and built for efficiency over raw parameter count. It scores close to Claude Haiku 4.5 on the Artificial Analysis Intelligence Index (30 vs 29) but runs ~18x faster on Cerebras. It's also the first multimodal model on Cerebras's platform, meaning you can now feed it screenshots, documents, charts, and UI states at wafer scale speed. # Applications I'm most excited about: - Screenshot → Insight: Drop in a dashboard or document screenshot, get structured findings back instantly. no waiting, no batching. - Live UI generation: Full interactive interfaces (like my iPhone sim) generated and rendered in under 2 seconds. - Screenshot -> Patch: Feed it a broken UI + console error, get a minimal code fix and verification steps back. - Computer use & agentic loops: See -> reason -> act - verify, fast enough to keep a human in the loop instead of waiting on the model. - Long context summarization: Full research reports condensed into decision ready summaries you can read and requery in one sitting. The bigger unlock isn't the speed number itself, it's that agentic and multimodal loops (see -> reason -> output -> tool call -> verify -> retry) finally run in real time instead of feeling sluggish. As Logan Kilpatrick (Logan Kilpatrick) put it: "If every model was doing 2,000 tokens per second, you wouldn't build the same product and just have it be faster, you'd build different products." Gemma 4 31B is live now on Cerebras Inference Cloud in public preview. If you're building multimodal, agentic, or real time apps, this is worth testing today. What would you build with such insane inference throughput?
0:12

I just ran Gemma 4 31B on @CerebrasSystems at 1,800+ tokens/sec and it's multimodal. For context: that's 35x faster than a typical GPU endpoint, and the first token (reasoning included) lands in 1.5 seconds. This isn't a benchmark slide, I recorded the inference live. Prompt I used: "Create a simulation of an iPhone. Include at least one working dummy note taking app, a functional notification pulldown, high quality graphics, single HTML file, any libs via CDN." - Generation time: 3 seconds. - Notes app worked. - Notification panel worked. - Rendered first try. This is what wafer-scale inference unlocks, not just "faster," but a different category of product. When generation is this fast, you stop waiting and start iterating in real time. Why this matters: Gemma 4 31B is Google DeepMind's flagship open weight model, Apache 2.0 licensed, dense (not MoE), and built for efficiency over raw parameter count. It scores close to Claude Haiku 4.5 on the Artificial Analysis Intelligence Index (30 vs 29) but runs ~18x faster on Cerebras. It's also the first multimodal model on Cerebras's platform, meaning you can now feed it screenshots, documents, charts, and UI states at wafer scale speed. # Applications I'm most excited about: - Screenshot → Insight: Drop in a dashboard or document screenshot, get structured findings back instantly. no waiting, no batching. - Live UI generation: Full interactive interfaces (like my iPhone sim) generated and rendered in under 2 seconds. - Screenshot -> Patch: Feed it a broken UI + console error, get a minimal code fix and verification steps back. - Computer use & agentic loops: See -> reason -> act - verify, fast enough to keep a human in the loop instead of waiting on the model. - Long context summarization: Full research reports condensed into decision ready summaries you can read and requery in one sitting. The bigger unlock isn't the speed number itself, it's that agentic and multimodal loops (see -> reason -> output -> tool call -> verify -> retry) finally run in real time instead of feeling sluggish. As Logan Kilpatrick (Logan Kilpatrick) put it: "If every model was doing 2,000 tokens per second, you wouldn't build the same product and just have it be faster, you'd build different products." Gemma 4 31B is live now on Cerebras Inference Cloud in public preview. If you're building multimodal, agentic, or real time apps, this is worth testing today. What would you build with such insane inference throughput?

Alok

12,962 просмотров • 1 месяц назад

Last night I asked Claude Code to build me a simple script: pull on-chain data from Polymarket and sort wallets by win rate Nothing ambitious. Just wanted to see who is actually making money on 15-minute BTC markets The terminal finished in about 20 minutes. Hundreds of addresses, columns of numbers, nothing interesting And then 1 wallet caught my eye 200+ trades per day, consistent profit every week, almost surgical timing precision. I reread the line 3 times. A real person does not trade like this I fed the address back into Claude Code and asked it to break down the pattern. Half an hour later I had a full strategy reconstruction on my screen The bot (and it is definitely a bot) pings Binance and Bybit every 100ms monitoring volatility compression on BTC. When it drops below 0.08% it enters Up and Down contracts simultaneously at 25 to 35 cents each. A pure straddle. 1 side burns, the other flies to a dollar. At a 30-cent entry that is 3 to 4x per position And so it goes in circles. Dozens of times a day I sat there staring at it for about 10 minutes $13K to $25K in daily profit from a single wallet. Not a trader with intuition, not an insider with information. An algorithm that found a hole in market mechanics and methodically milks it You can check the trade history yourself: After that I went looking for whether anyone else is tracking this wallet. Turns out yes. Found a Telegram bot that tracks wallets like this and copies their trades automatically I connected it to the same address just to see if the entries would match what my terminal was showing. Matched perfectly Still testing on minimum amounts for now: But the fact that you can stand next to an algorithm like this in real time is something that simply did not exist a year ago
0:16

Last night I asked Claude Code to build me a simple script: pull on-chain data from Polymarket and sort wallets by win rate Nothing ambitious. Just wanted to see who is actually making money on 15-minute BTC markets The terminal finished in about 20 minutes. Hundreds of addresses, columns of numbers, nothing interesting And then 1 wallet caught my eye 200+ trades per day, consistent profit every week, almost surgical timing precision. I reread the line 3 times. A real person does not trade like this I fed the address back into Claude Code and asked it to break down the pattern. Half an hour later I had a full strategy reconstruction on my screen The bot (and it is definitely a bot) pings Binance and Bybit every 100ms monitoring volatility compression on BTC. When it drops below 0.08% it enters Up and Down contracts simultaneously at 25 to 35 cents each. A pure straddle. 1 side burns, the other flies to a dollar. At a 30-cent entry that is 3 to 4x per position And so it goes in circles. Dozens of times a day I sat there staring at it for about 10 minutes $13K to $25K in daily profit from a single wallet. Not a trader with intuition, not an insider with information. An algorithm that found a hole in market mechanics and methodically milks it You can check the trade history yourself: After that I went looking for whether anyone else is tracking this wallet. Turns out yes. Found a Telegram bot that tracks wallets like this and copies their trades automatically I connected it to the same address just to see if the entries would match what my terminal was showing. Matched perfectly Still testing on minimum amounts for now: But the fact that you can stand next to an algorithm like this in real time is something that simply did not exist a year ago

Blaze

487,797 просмотров • 4 месяцев назад

"Pros won’t use generative AI, and when the bubble pops, nobody will ever talk about it again." No. That’s delusional. 1/ Generative AI is already being used professionally at the level of big studios like Disney ($1B to OpenAI), and there’s zero doubt that studios like Industrial Light & Magic, Netflix, Hollywood VFX experts, etc. are already experimenting with it too. Or do you think they’re idiots? They’re not idiots at all. They have the experience and, more importantly, the DISTRIBUTION POWER. The point is: someone with taste, judgment, and storytelling experience, basically from their living room, will have access to (almost, or not even almost) the same capability as the big guys, because the pure "making stuff" skills have been commoditized, and the new way to create is just NATURAL LANGUAGE. What hasn’t been commoditized is good taste, the ability to create great stories that move people, and the ability to get them in front of people. So in the end, what wins is story quality and distribution. Having good taste, making a name for yourself, and owning strong IP (Marvel, etc.) will still matter. That’ll be true right up until AI is genuinely opinionated and can create by itself: if it comes to that, with zero human direction, stuff as good as (or better than) the very best human experts today, and on top of that, interactive in real time... Because yeah: there’s nothing in this universe that actually prevents that from happening. BUT WE’RE NOT THERE. For now, generative AI is a tool that needs direction and taste to make anything decent. And I hope it stays that way for a long time, because otherwise that’s going to be a brutal hit to humanity’s ego. 2/ On the "bubble": you have to distinguish between a stock valuation bubble (possible, I actually believe it) vs a bubble like some people imagine where it "pops" and we never hear about AI again. That obviously makes no sense given how insanely useful it is. It can only grow, and it’s going to grow fast, regardless of any stock market drawdowns (the internet kept growing even when valuations got nuked in 2000). Either way, the near future is going to be extremely interesting.
0:15

"Pros won’t use generative AI, and when the bubble pops, nobody will ever talk about it again." No. That’s delusional. 1/ Generative AI is already being used professionally at the level of big studios like Disney ($1B to OpenAI), and there’s zero doubt that studios like Industrial Light & Magic, Netflix, Hollywood VFX experts, etc. are already experimenting with it too. Or do you think they’re idiots? They’re not idiots at all. They have the experience and, more importantly, the DISTRIBUTION POWER. The point is: someone with taste, judgment, and storytelling experience, basically from their living room, will have access to (almost, or not even almost) the same capability as the big guys, because the pure "making stuff" skills have been commoditized, and the new way to create is just NATURAL LANGUAGE. What hasn’t been commoditized is good taste, the ability to create great stories that move people, and the ability to get them in front of people. So in the end, what wins is story quality and distribution. Having good taste, making a name for yourself, and owning strong IP (Marvel, etc.) will still matter. That’ll be true right up until AI is genuinely opinionated and can create by itself: if it comes to that, with zero human direction, stuff as good as (or better than) the very best human experts today, and on top of that, interactive in real time... Because yeah: there’s nothing in this universe that actually prevents that from happening. BUT WE’RE NOT THERE. For now, generative AI is a tool that needs direction and taste to make anything decent. And I hope it stays that way for a long time, because otherwise that’s going to be a brutal hit to humanity’s ego. 2/ On the "bubble": you have to distinguish between a stock valuation bubble (possible, I actually believe it) vs a bubble like some people imagine where it "pops" and we never hear about AI again. That obviously makes no sense given how insanely useful it is. It can only grow, and it’s going to grow fast, regardless of any stock market drawdowns (the internet kept growing even when valuations got nuked in 2000). Either way, the near future is going to be extremely interesting.

Javi Lopez ⛩️

75,190 просмотров • 5 месяцев назад

the model in that clip has no good signal in it. it still put up +17% against the index's +5% the formula is doing the work R(t) = (Rmax / 7) · Σ s_i(t) seven separate signals, each scored, averaged into one number that's the entire model. no genius indicator anywhere in it and that's the part retail keeps missing retail hunts for the one signal that works a desk assumes every individual signal is weak and builds around that assumption here's why that assumption wins take N signals, each with sharpe s, and average them if they're uncorrelated, the combined sharpe is: s · √N seven weak signals at sharpe 0.3 each 0.3 × √7 = 0.79 nothing in that stack survives a backtest alone. together they clear the bar the noise in each signal is independent, so averaging cancels it the edge in each points the same way, so averaging keeps it that asymmetry is the whole mechanism but there's a catch, and it's the one that kills retail attempts correlation. the real formula is: s · √( N / (1 + (N−1)ρ) ) at ρ = 0.5 those same seven signals give: 0.3 × √(7 / 4) = 0.40 half the benefit, gone seven versions of momentum with different lookbacks aren't seven signals. they're one signal, repeated so the search isn't for better signals it's for signals that are wrong at different times grinold formalized this in 1989. the fundamental law of active management: IR = IC × √breadth skill per bet times the square root of how many independent bets you take you can be barely right, as long as you're barely right about many uncorrelated things renaissance doesn't run one model. it runs thousands of weak ones that's not a compromise. that's the design retail asks "is this signal good enough to trade" a desk asks "what does this add that i don't already have" the math is public. grinold's paper, every portfolio theory textbook the correlation matrix that tells you whether your signals are actually distinct is three lines of python they weren't finding better signals they were finding signals that disagree full breakdown in the article below
0:14

the model in that clip has no good signal in it. it still put up +17% against the index's +5% the formula is doing the work R(t) = (Rmax / 7) · Σ s_i(t) seven separate signals, each scored, averaged into one number that's the entire model. no genius indicator anywhere in it and that's the part retail keeps missing retail hunts for the one signal that works a desk assumes every individual signal is weak and builds around that assumption here's why that assumption wins take N signals, each with sharpe s, and average them if they're uncorrelated, the combined sharpe is: s · √N seven weak signals at sharpe 0.3 each 0.3 × √7 = 0.79 nothing in that stack survives a backtest alone. together they clear the bar the noise in each signal is independent, so averaging cancels it the edge in each points the same way, so averaging keeps it that asymmetry is the whole mechanism but there's a catch, and it's the one that kills retail attempts correlation. the real formula is: s · √( N / (1 + (N−1)ρ) ) at ρ = 0.5 those same seven signals give: 0.3 × √(7 / 4) = 0.40 half the benefit, gone seven versions of momentum with different lookbacks aren't seven signals. they're one signal, repeated so the search isn't for better signals it's for signals that are wrong at different times grinold formalized this in 1989. the fundamental law of active management: IR = IC × √breadth skill per bet times the square root of how many independent bets you take you can be barely right, as long as you're barely right about many uncorrelated things renaissance doesn't run one model. it runs thousands of weak ones that's not a compromise. that's the design retail asks "is this signal good enough to trade" a desk asks "what does this add that i don't already have" the math is public. grinold's paper, every portfolio theory textbook the correlation matrix that tells you whether your signals are actually distinct is three lines of python they weren't finding better signals they were finding signals that disagree full breakdown in the article below

delost

27,591 просмотров • 10 дней назад

We found a flaw in Polymarket that can’t be patched. Then we built the most powerful bot of the World Cup around it. Here’s the flaw: their orderbook will always be slower than the pitch. When a goal, red card, or penalty hits, pro feeds (Sportradar, Opta, ScoutingFeed) register it in 200-500ms. Polymarket takes 2 to 8 seconds to reprice. For those few seconds the book is quoting a score that no longer exists. No amount of engineering closes that gap the event happens in the physical world before any oracle can confirm it on-chain. The engine detects the event, recalculates fair value, and fires via Jito bundles before the book catches up. In at the old price, out at the new. The match outcome is irrelevant we don’t bet on who wins. We capture the lag every event creates. We’ve been building Polymarket bots since 2025. This is the most powerful machine we’ve shipped yet. Two months ago we posted the architecture for this. It hit 1M views one of our most popular posts ever on X. That told us everything: this was the engine to build. First 7 days, - Starting balance: $5,000 - 22 matches scanned, 19 captured - Total profit: +$1,946.86 - ROI: +38.94% in 7 days Why it prints harder than anything we’ve built: the World Cup is the deepest liquidity event prediction markets have ever seen. Tens of millions in volume per match. Dozens of probability-shifting events per game. And an orderbook that physically can’t keep pace with the pitch. How to plug in: 1.Sign up at PolyArbiter (link in bio) 2.Generate PolyArbiter RPC URL 3.Paste it into Jupiter Predict (Polymarket but native on Solana) 4.Set your parameters, activate the World Cup module It’s free to use. We take a share of the profit the engine makes for you. You never deposit anything with us everything runs from your wallet. One honest note: the $1,946 above is our engine at our size and settings. Your numbers depend on your capital, your parameters, and how many matches you’re live for. We’re not promising you’ll match it we’re showing you the machine works, and handing you the same one. These numbers are from the engine running solo. Closed test, just us, before any public access wanted to confirm the whole loop held up end to end before handing it to anyone. That changes the second this goes public. Edge per capture is going to compress. When an event fires the mispriced liquidity is thin and gone in a few seconds more wallets hitting the same window, less left for each. Nothing we can do about it, that’s just how latency arb works. So if the edge thins out past the point where it’s still worth running, we cap access. Hard ceiling on how many engines can hit the same liquidity before it’s gone. Not gonna promise the machine stays this sharp in a few days it might not. But right now it’s live and free. Enjoy 🪄
11:04

We found a flaw in Polymarket that can’t be patched. Then we built the most powerful bot of the World Cup around it. Here’s the flaw: their orderbook will always be slower than the pitch. When a goal, red card, or penalty hits, pro feeds (Sportradar, Opta, ScoutingFeed) register it in 200-500ms. Polymarket takes 2 to 8 seconds to reprice. For those few seconds the book is quoting a score that no longer exists. No amount of engineering closes that gap the event happens in the physical world before any oracle can confirm it on-chain. The engine detects the event, recalculates fair value, and fires via Jito bundles before the book catches up. In at the old price, out at the new. The match outcome is irrelevant we don’t bet on who wins. We capture the lag every event creates. We’ve been building Polymarket bots since 2025. This is the most powerful machine we’ve shipped yet. Two months ago we posted the architecture for this. It hit 1M views one of our most popular posts ever on X. That told us everything: this was the engine to build. First 7 days, - Starting balance: $5,000 - 22 matches scanned, 19 captured - Total profit: +$1,946.86 - ROI: +38.94% in 7 days Why it prints harder than anything we’ve built: the World Cup is the deepest liquidity event prediction markets have ever seen. Tens of millions in volume per match. Dozens of probability-shifting events per game. And an orderbook that physically can’t keep pace with the pitch. How to plug in: 1.Sign up at PolyArbiter (link in bio) 2.Generate PolyArbiter RPC URL 3.Paste it into Jupiter Predict (Polymarket but native on Solana) 4.Set your parameters, activate the World Cup module It’s free to use. We take a share of the profit the engine makes for you. You never deposit anything with us everything runs from your wallet. One honest note: the $1,946 above is our engine at our size and settings. Your numbers depend on your capital, your parameters, and how many matches you’re live for. We’re not promising you’ll match it we’re showing you the machine works, and handing you the same one. These numbers are from the engine running solo. Closed test, just us, before any public access wanted to confirm the whole loop held up end to end before handing it to anyone. That changes the second this goes public. Edge per capture is going to compress. When an event fires the mispriced liquidity is thin and gone in a few seconds more wallets hitting the same window, less left for each. Nothing we can do about it, that’s just how latency arb works. So if the edge thins out past the point where it’s still worth running, we cap access. Hard ceiling on how many engines can hit the same liquidity before it’s gone. Not gonna promise the machine stays this sharp in a few days it might not. But right now it’s live and free. Enjoy 🪄

PolyArbiter

100,534 просмотров • 1 месяц назад

🚨⚠️ I NEED TO SAY THIS, BECAUSE AS SOMEONE WHO LEADS A TEAM, I KNOW EXACTLY HOW THESE THINGS WORK. ⚠️🚨 🩺 As a surgeon, I work every day with teams where every single person plays a vital role. In surgery, the anesthesiologist, scrub techs, assistants, nurses, and specialists each have a precise moment where their work must be seen, executed, and respected for the operation to succeed. If one part fails, the overall execution loses quality. 🎥 And the same applies to a stage performance. 📍There are cameramen positioned at every corner. 📍There are technical directors. 📍There are people coordinating transitions, camera cuts, and screen time. Everything is rehearsed. Everything is planned. Everything follows a script. So explain to me why, when it’s Jimin’s moment to execute his part —his lines, his center, his movements, his expressions— the camera suddenly cuts away, ignores him, or prioritizes other shots instead. 🎭📷 Because this is NOT accidental. ❌ And the fans can SEE IT. 👀 This is not about competing against other members. This is about professional respect for the work of EVERY member of BTS. A perfect performance works like a perfect surgery: ✨ every detail matters, ✨ every contribution matters, ✨ and every professional deserves to be shown at the exact moment their role is meant to shine. Jimin should not disappear from the screen during key moments of his performance. He should not be treated like background noise when he is an essential piece of the entire show. And don’t tell me I’m exaggerating. Don’t tell me everyone is treated equally. Don’t tell me anything at all. 👁️ JUST WATCH. 👁️ And if after watching you still choose to ignore it, then the problem isn’t that it doesn’t exist… the problem is that you refuse to see reality. Because to miss something this obvious, you would have to be completely blind. ⚠️🚨 And THIS is exactly why we, as fans, need to continue elevating Jimin’s music, his image, his artistry, and his impact even louder. 🎶🔥 Stream his music. Support his projects. Talk about his talent. Highlight his performances. Protect his name. Make sure the world sees what some cameras keep failing to show. Because no matter how much they try to minimize his moments… his presence is simply impossible to erase. ✨👑 BIGHIT MUSIC HYBE OFFICIAL WITH JIMIN TILL THE END WE LOVE YOU JIMIN JIMIN JIMIN
0:15

🚨⚠️ I NEED TO SAY THIS, BECAUSE AS SOMEONE WHO LEADS A TEAM, I KNOW EXACTLY HOW THESE THINGS WORK. ⚠️🚨 🩺 As a surgeon, I work every day with teams where every single person plays a vital role. In surgery, the anesthesiologist, scrub techs, assistants, nurses, and specialists each have a precise moment where their work must be seen, executed, and respected for the operation to succeed. If one part fails, the overall execution loses quality. 🎥 And the same applies to a stage performance. 📍There are cameramen positioned at every corner. 📍There are technical directors. 📍There are people coordinating transitions, camera cuts, and screen time. Everything is rehearsed. Everything is planned. Everything follows a script. So explain to me why, when it’s Jimin’s moment to execute his part —his lines, his center, his movements, his expressions— the camera suddenly cuts away, ignores him, or prioritizes other shots instead. 🎭📷 Because this is NOT accidental. ❌ And the fans can SEE IT. 👀 This is not about competing against other members. This is about professional respect for the work of EVERY member of BTS. A perfect performance works like a perfect surgery: ✨ every detail matters, ✨ every contribution matters, ✨ and every professional deserves to be shown at the exact moment their role is meant to shine. Jimin should not disappear from the screen during key moments of his performance. He should not be treated like background noise when he is an essential piece of the entire show. And don’t tell me I’m exaggerating. Don’t tell me everyone is treated equally. Don’t tell me anything at all. 👁️ JUST WATCH. 👁️ And if after watching you still choose to ignore it, then the problem isn’t that it doesn’t exist… the problem is that you refuse to see reality. Because to miss something this obvious, you would have to be completely blind. ⚠️🚨 And THIS is exactly why we, as fans, need to continue elevating Jimin’s music, his image, his artistry, and his impact even louder. 🎶🔥 Stream his music. Support his projects. Talk about his talent. Highlight his performances. Protect his name. Make sure the world sees what some cameras keep failing to show. Because no matter how much they try to minimize his moments… his presence is simply impossible to erase. ✨👑 BIGHIT MUSIC HYBE OFFICIAL WITH JIMIN TILL THE END WE LOVE YOU JIMIN JIMIN JIMIN

Ann Park

34,298 просмотров • 2 месяцев назад

I've been working in silence for quite a while now. Tbh, I don't really even know where to start, so cue the rambling and ranting. Regardless of which side of the fence you sit on, no one can argue the past few years haven't been politically and economically wild. For crypto as a whole it feels like a never ending game of tug of war. A lot of X content has become toxic, so I just largely am not interacting these days. But I read, I read a lot of it. I think we like to forget history a bit in this community. $PLS launched off the highs, and the SEC swooped in right after. Very few people want to admit it, but it shook confidence immediately. I mean no other crypto project has survived such a thing at the time. But #PLS $PLSX and $HEX did. However, winning doesn't unshake that confidence. And RH during and after that event took social precautions to protect himself and his creations. Thing is, the guy isn't stupid. Someone once asked me if I thought certain aspects of the launch we rushed because he knew it was coming? And honestly, maybe. I'd attribute at least a non-zero probability to it. And If that were the case, im glad it was rushed. That case may have gone differently otherwise. Do I still think #PulseChain, #HEX, etc... all have futures? Yes. RH has had the opportunity to just straight up bounce from all of this. Why hasn't he? You could point to exhibit A, B, C, D, etc... of how he's likely got the funds to do that and we all could relatively do nothing about it. So why is he still around? I think it's pretty simple. The usual answer, he wants to win. It's in his twitter handle for Christs sakes. I'll go a step further and say he likely also wants us to win by extension, arguably not as much as he wins, but I mean that's pretty locked in at the moment 🤣 That's not to say he hasn't long been encumbered. And in that state, at lot has gone on without him. Much of which is / was bad. $pDAI guys... I pointed out from day one how building all this around a protocol in a dangerous state was a risky move. And I was right about that.... on multiple occasions... But does that matter now? I suppose not as much. In its current state, it's seemingly no longer exploitable. No different than a meme token now. (presumably, not like I have deep dove on any further risks since ESM). So I guess just whale risk mainly now? Now a lot of people here are in the anti-pdai camp. Me too for what it's worth. But I don't care as much about it's negative anymore in its current state. A lot of people are still in the #pDAI camp strongly. We view this as tribalism, but it's important to note that makes all of us in the #PulseChain camp universally. So these day I find myself relatively pDAI neutral. If you guys want to send it to $1 do it. Only whales can stop you, they run out eventually. (insert super strong this is NOT financial advice). Hell you can maybe even use Sigma to help? Or maybe it wont help, idk. Depends on how people use the software. Conversely, when looking at chain state overall... Why is there nearly $50M in stables sitting on the sidelines. Why not just bridge it out if you want out of what you think is a dead chain. Surely leaving it there exposes you to bridge risk? Why all these yield movements, why the $HEX dusts.... Something is happening. People are seemingly waiting to see what that something is. Or I am reading into things, NFA as always. This whole post is just ramblings of someone trying to do the best they can and certainly not any kind of advice. When I look at other ecosystems, I see a level of polish we don't have. I see tooling we don't have, I see a fostered developer environment we don't have. So I've just been building it, painstakingly.... Because someone has to if we want to be taken seriously. And what I've been building has allowed me to get Sigma to where it is. Sigma is so close... Really just in UI mode, performance optimization, going through nice to haves. I don't believe in launching in a non-finished immutable state. So yeah, I take my time. As with everything. But my point with all of this, and the "why" #Sigma question.... It's unifying, anyone can participate. Which tribe you're in doesn't matter. And if you don't like it, don't use it. It's just software you can use or not use. As it should be. The years of tooling work to deliver this has been a lot of work for one guy in silence. In that time AI has appeared. My take, every dev should be using it. Given the right direction and context. It will make you better. If you blindly trust it, it will make you worse. GPT 5.4 audits smart contracts better than most auditing services. Especially if you give it the context of what you are trying to do. Anyways I digress, testnet is soon. Soon more meaning a feeling of near completion not always reality. That how software is. I do think Sigma stands to unify the chain in a common goal, and shift liquidity into more meaningful places, but ultimately it up to the people the decide to use the software or not use it. And after these frameworks I've built will be applied to what I am tentatively calling the universal hex UI. More or less something aggregative of every derivative I can reasonably support. With data and analytics we since lost. So not just $HEX, $HDRN, and $ICSA, but others as well. However, that depends on some aspect of $Sigma to exist first, so sigma first, chain unity first. And last but not least, take care of yourselves and strive to do cool things. If we aren't doing cool things then what's the point? Hope you think my UI looks good, I spent a while on it. /rant
0:10

I've been working in silence for quite a while now. Tbh, I don't really even know where to start, so cue the rambling and ranting. Regardless of which side of the fence you sit on, no one can argue the past few years haven't been politically and economically wild. For crypto as a whole it feels like a never ending game of tug of war. A lot of X content has become toxic, so I just largely am not interacting these days. But I read, I read a lot of it. I think we like to forget history a bit in this community. $PLS launched off the highs, and the SEC swooped in right after. Very few people want to admit it, but it shook confidence immediately. I mean no other crypto project has survived such a thing at the time. But #PLS $PLSX and $HEX did. However, winning doesn't unshake that confidence. And RH during and after that event took social precautions to protect himself and his creations. Thing is, the guy isn't stupid. Someone once asked me if I thought certain aspects of the launch we rushed because he knew it was coming? And honestly, maybe. I'd attribute at least a non-zero probability to it. And If that were the case, im glad it was rushed. That case may have gone differently otherwise. Do I still think #PulseChain, #HEX, etc... all have futures? Yes. RH has had the opportunity to just straight up bounce from all of this. Why hasn't he? You could point to exhibit A, B, C, D, etc... of how he's likely got the funds to do that and we all could relatively do nothing about it. So why is he still around? I think it's pretty simple. The usual answer, he wants to win. It's in his twitter handle for Christs sakes. I'll go a step further and say he likely also wants us to win by extension, arguably not as much as he wins, but I mean that's pretty locked in at the moment 🤣 That's not to say he hasn't long been encumbered. And in that state, at lot has gone on without him. Much of which is / was bad. $pDAI guys... I pointed out from day one how building all this around a protocol in a dangerous state was a risky move. And I was right about that.... on multiple occasions... But does that matter now? I suppose not as much. In its current state, it's seemingly no longer exploitable. No different than a meme token now. (presumably, not like I have deep dove on any further risks since ESM). So I guess just whale risk mainly now? Now a lot of people here are in the anti-pdai camp. Me too for what it's worth. But I don't care as much about it's negative anymore in its current state. A lot of people are still in the #pDAI camp strongly. We view this as tribalism, but it's important to note that makes all of us in the #PulseChain camp universally. So these day I find myself relatively pDAI neutral. If you guys want to send it to $1 do it. Only whales can stop you, they run out eventually. (insert super strong this is NOT financial advice). Hell you can maybe even use Sigma to help? Or maybe it wont help, idk. Depends on how people use the software. Conversely, when looking at chain state overall... Why is there nearly $50M in stables sitting on the sidelines. Why not just bridge it out if you want out of what you think is a dead chain. Surely leaving it there exposes you to bridge risk? Why all these yield movements, why the $HEX dusts.... Something is happening. People are seemingly waiting to see what that something is. Or I am reading into things, NFA as always. This whole post is just ramblings of someone trying to do the best they can and certainly not any kind of advice. When I look at other ecosystems, I see a level of polish we don't have. I see tooling we don't have, I see a fostered developer environment we don't have. So I've just been building it, painstakingly.... Because someone has to if we want to be taken seriously. And what I've been building has allowed me to get Sigma to where it is. Sigma is so close... Really just in UI mode, performance optimization, going through nice to haves. I don't believe in launching in a non-finished immutable state. So yeah, I take my time. As with everything. But my point with all of this, and the "why" #Sigma question.... It's unifying, anyone can participate. Which tribe you're in doesn't matter. And if you don't like it, don't use it. It's just software you can use or not use. As it should be. The years of tooling work to deliver this has been a lot of work for one guy in silence. In that time AI has appeared. My take, every dev should be using it. Given the right direction and context. It will make you better. If you blindly trust it, it will make you worse. GPT 5.4 audits smart contracts better than most auditing services. Especially if you give it the context of what you are trying to do. Anyways I digress, testnet is soon. Soon more meaning a feeling of near completion not always reality. That how software is. I do think Sigma stands to unify the chain in a common goal, and shift liquidity into more meaningful places, but ultimately it up to the people the decide to use the software or not use it. And after these frameworks I've built will be applied to what I am tentatively calling the universal hex UI. More or less something aggregative of every derivative I can reasonably support. With data and analytics we since lost. So not just $HEX, $HDRN, and $ICSA, but others as well. However, that depends on some aspect of $Sigma to exist first, so sigma first, chain unity first. And last but not least, take care of yourselves and strive to do cool things. If we aren't doing cool things then what's the point? Hope you think my UI looks good, I spent a while on it. /rant

Alex McWhirter

41,943 просмотров • 3 месяцев назад

🥚 Raw Eggs — They are nature's fast food, and a complete food, with every nutrient you could need. A raw egg digests in only 27 to 37 minutes, which is phenomenal compared to other foods containing protein and fat, like meat and milk. This is because egg is a fully liquid food. The body doesn't need to use any digestive fluids, hydrochloric acid, to break it down, it will absorb within the first 5 inches of the intestine only, from bacterial digestion alone. Of course, if you cook the egg, this doesn't apply anymore. Cooking not only destroys nutrients, especially enzymes and vitamins, which impairs digestion, and generates toxins, like heterocyclic amines from proteins, and cauterizes the minerals, but it coagulates the egg. This not only makes a raw egg the perfect food to get instant energy in a healthful way, but a vital food that can save someone's life. If your digestive system is so compromised you cannot digest other animal protein, like meat, raw eggs will work. Or if you have leaky gut, they digest before they even have to go through the G.I. tract. In general, if you want to give your digestive system a rest, eat raw eggs, you will get back appetite for other foods very soon. In the next post of this thread is a quote of Aajonus' most incredible testimonial on the healing power of raw eggs. They are also the best food to repair. The only thing that Aajonus found that eggs cannot do is help the body reproduce cells quicker. That takes raw meat. So long-term, you cannot replace raw meat with raw eggs, they work complementarily. Don't discard the egg white. Aajonus proved the avidin in raw egg white is not an anti-nutrient. Aajonus ate up to 60 raw eggs a day (one or two dozens on most days) since 1976. He confirmed there was no biotin deficiency whatsoever. The narrow-minded lab experiments do not explain what actually happen and then draw the wrong conclusion. What actually happens is that biotin mixes with avidin to make a compound that cleans the body of biocarbons, which are leftover byproducts from macronutrient digestion that need to be eliminated by the body. This is actually a good thing. Plus, there is an excess of available biotin in raw egg compared to the amount of avidin. It is also recommended by Aajonus to not eat raw egg yolks alone either, as it creates imbalances when on a raw diet (this doesn't apply on a cooked diet). He did the experiments on animals, feeding them raw egg white and raw egg yolk separately, and it made them extremely hungry, they required twice as much food, had huge imbalances emotionally, caused obesity, water retention, all kinds of problems. So, if you go to a restaurant, you can request the egg white to be included in your steak tartare, just like Aajonus did. What about salmonella? Salmonella is already on our skin, in our eyes, our nose, our mouth, recycling dead cells. They are beneficial bacteria, not pathogenic. Of course, this isn't medical advice. Look into Aajonus and more broadly into terrain theory vs germ theory. Don't refrigerate eggs. Only in the USA do people do this. If you wash the egg, you remove the protective membrane around it, then health departments require them to be refrigerated. Just don't wash the eggs. Eggs are a bit of a fragile food, many of its natural bacteria die when in cold temperatures, so it's better to keep them at room temperatures, or they will lose digestibility. You can blend raw eggs, however it will oxidize them, destroying certain nutrients. There are three enzymes in the egg white which prevent certain hormones that help certain diseases progress like cancer. If you as little as whip the raw egg with a work, these enzymes in the egg white oxidize within seconds. Raw eggs are a detoxification food. They are rich in cholesterol. If you drink alcohol, eat plenty of raw eggs (before, during, after), and you will avoid a hangover. The cholesterol in raw eggs is very good at collecting the alcohol and other toxins. They also enable the body to make solvents to break down toxicity like cellulite. Raw eggs can be fermented, and aged in various ways. Century eggs, the real ones (which are around 25 years old), can cost a thousand dollars. They transform in all sorts of shapes, they can look like green boiled eggs, jewelry, eggs that could belong to a dragon, or turn into white, black powder. They can give incredible energy and libido. How to eat: If you eat the raw egg white first, then the yolk right after, the raw egg will digest in 27 minutes, otherwise in 37 minutes. It is easier to do so from the shell by poking a hole on each side and sucking from it. This is "Aajonus-style". From a glass is "Rocky-style". Nowadays also called slonking. Make the egg go through your teeth while you drink it, this makes it easier to mix it with saliva, which allows better digestion. That only works if you eat only one raw egg at a time. If you eat several raw eggs at once, they will digest slower. Not an issue, it is still extremely healthy. Therefore eating raw eggs frequently throughout the day, one at a time, can bring a steady flow of nutrients to your body. Eggs are perfect to eat upon waking up, providing quick energy from fats and providing protein for the body to make glycogen from and feed the nervous system. They are perfect to eat in-between meals. Only take a couple seconds and get you going for hours, and whenever you get tired. Eggs help gain and lose weight. It all depends how you combine them. A raw egg eaten alone can lead to weight loss, except if you eat more than around 22 a day to maintain. Aajonus' weight loss protocol relies on eating a raw egg diet for 1-3 weeks and is very effective. Raw eggs can help remove cellulite, strip down toxic fat (which is fat that was used to store toxins). Eggs eaten with other foods, or several at once, don't have this weight loss effect. They are very good to eat with other foods, such as raw meat (steak tartare). You can easily eat 3 raw eggs with your raw steak. There are many recipes, from raw pastries, to sauces like mayo, milkshakes, ... where you can keep the egg raw and whole.
0:19

🥚 Raw Eggs — They are nature's fast food, and a complete food, with every nutrient you could need. A raw egg digests in only 27 to 37 minutes, which is phenomenal compared to other foods containing protein and fat, like meat and milk. This is because egg is a fully liquid food. The body doesn't need to use any digestive fluids, hydrochloric acid, to break it down, it will absorb within the first 5 inches of the intestine only, from bacterial digestion alone. Of course, if you cook the egg, this doesn't apply anymore. Cooking not only destroys nutrients, especially enzymes and vitamins, which impairs digestion, and generates toxins, like heterocyclic amines from proteins, and cauterizes the minerals, but it coagulates the egg. This not only makes a raw egg the perfect food to get instant energy in a healthful way, but a vital food that can save someone's life. If your digestive system is so compromised you cannot digest other animal protein, like meat, raw eggs will work. Or if you have leaky gut, they digest before they even have to go through the G.I. tract. In general, if you want to give your digestive system a rest, eat raw eggs, you will get back appetite for other foods very soon. In the next post of this thread is a quote of Aajonus' most incredible testimonial on the healing power of raw eggs. They are also the best food to repair. The only thing that Aajonus found that eggs cannot do is help the body reproduce cells quicker. That takes raw meat. So long-term, you cannot replace raw meat with raw eggs, they work complementarily. Don't discard the egg white. Aajonus proved the avidin in raw egg white is not an anti-nutrient. Aajonus ate up to 60 raw eggs a day (one or two dozens on most days) since 1976. He confirmed there was no biotin deficiency whatsoever. The narrow-minded lab experiments do not explain what actually happen and then draw the wrong conclusion. What actually happens is that biotin mixes with avidin to make a compound that cleans the body of biocarbons, which are leftover byproducts from macronutrient digestion that need to be eliminated by the body. This is actually a good thing. Plus, there is an excess of available biotin in raw egg compared to the amount of avidin. It is also recommended by Aajonus to not eat raw egg yolks alone either, as it creates imbalances when on a raw diet (this doesn't apply on a cooked diet). He did the experiments on animals, feeding them raw egg white and raw egg yolk separately, and it made them extremely hungry, they required twice as much food, had huge imbalances emotionally, caused obesity, water retention, all kinds of problems. So, if you go to a restaurant, you can request the egg white to be included in your steak tartare, just like Aajonus did. What about salmonella? Salmonella is already on our skin, in our eyes, our nose, our mouth, recycling dead cells. They are beneficial bacteria, not pathogenic. Of course, this isn't medical advice. Look into Aajonus and more broadly into terrain theory vs germ theory. Don't refrigerate eggs. Only in the USA do people do this. If you wash the egg, you remove the protective membrane around it, then health departments require them to be refrigerated. Just don't wash the eggs. Eggs are a bit of a fragile food, many of its natural bacteria die when in cold temperatures, so it's better to keep them at room temperatures, or they will lose digestibility. You can blend raw eggs, however it will oxidize them, destroying certain nutrients. There are three enzymes in the egg white which prevent certain hormones that help certain diseases progress like cancer. If you as little as whip the raw egg with a work, these enzymes in the egg white oxidize within seconds. Raw eggs are a detoxification food. They are rich in cholesterol. If you drink alcohol, eat plenty of raw eggs (before, during, after), and you will avoid a hangover. The cholesterol in raw eggs is very good at collecting the alcohol and other toxins. They also enable the body to make solvents to break down toxicity like cellulite. Raw eggs can be fermented, and aged in various ways. Century eggs, the real ones (which are around 25 years old), can cost a thousand dollars. They transform in all sorts of shapes, they can look like green boiled eggs, jewelry, eggs that could belong to a dragon, or turn into white, black powder. They can give incredible energy and libido. How to eat: If you eat the raw egg white first, then the yolk right after, the raw egg will digest in 27 minutes, otherwise in 37 minutes. It is easier to do so from the shell by poking a hole on each side and sucking from it. This is "Aajonus-style". From a glass is "Rocky-style". Nowadays also called slonking. Make the egg go through your teeth while you drink it, this makes it easier to mix it with saliva, which allows better digestion. That only works if you eat only one raw egg at a time. If you eat several raw eggs at once, they will digest slower. Not an issue, it is still extremely healthy. Therefore eating raw eggs frequently throughout the day, one at a time, can bring a steady flow of nutrients to your body. Eggs are perfect to eat upon waking up, providing quick energy from fats and providing protein for the body to make glycogen from and feed the nervous system. They are perfect to eat in-between meals. Only take a couple seconds and get you going for hours, and whenever you get tired. Eggs help gain and lose weight. It all depends how you combine them. A raw egg eaten alone can lead to weight loss, except if you eat more than around 22 a day to maintain. Aajonus' weight loss protocol relies on eating a raw egg diet for 1-3 weeks and is very effective. Raw eggs can help remove cellulite, strip down toxic fat (which is fat that was used to store toxins). Eggs eaten with other foods, or several at once, don't have this weight loss effect. They are very good to eat with other foods, such as raw meat (steak tartare). You can easily eat 3 raw eggs with your raw steak. There are many recipes, from raw pastries, to sauces like mayo, milkshakes, ... where you can keep the egg raw and whole.

The Primal Diet by Aajonus Vonderplanitz

23,137 просмотров • 1 год назад

VTubing is for everyone! I don't like to bring this up, but recent events in the VTuber community made some people really vile. I had my M&G at HolMat last week and had people come up and just yell at me for being a girl in the "womans world", that is VTubing, no idea about who I was, or why I was there. I had the same group return to my handler multiple times, I felt really worried about the person carrying me around having to deal with this repeatedly and tried to steer them away from the group. It seems they found my YT and left me a handful of the same comments, luckily all caught by moderation tools. While I will refrain from M&G's for a little until this calms down I want to say this; I have been managing for over 1.5 years now, I deliberately take on male VTubers to show them that they can still do it. I take on people that have babiniku accounts, those that are changing from one gender presentation to another and want help, and those that have no gender presentation in their avatar. A lot of male VTubers struggle to find a manager because the stereotype is that all male VTubers are evil and it perpetuates a stereotype that extends beyond entertainment industry subcultures like streaming. VTubing has always been a medium, while character and marketing matters, it's about what makes you happy, YOU are the person that makes the content. Use whatever you want as an avatar, use a voice changer if that's what you want to do. Every month I have a male client bring up they can't do it the same way, that it's easier if jiggle physics or a cute voice is the answer to fast growth. And I tell them yeah, I can also do ASMR, I can do drama content, collab with a larger person, and get to x amount of viewers. There are shortcuts in every entertainment profession and subculture. Does it last? Do quick fixes for anything ever last? Yes, great physics and an expensive model can get people in, but if your value, your way of interacting with people, your content plan and marketing is ass, you can pack up. Most of us start on a small budget, premade or resold models, and it's the same in the big league entertainment industry too. Can I take out a loan and put myself on a billboard tomorrow, can I pay the most expensive model artist and rigger and get in along corporate VTubers tomorrow? Sure. Will it last, will it be genuine, will people trust me? Hell no. Genuine communities and growth build trust. I think streaming, creative industries, entertainment, are full of people, regardless of gender, that will see success and call it "easy", because of what they see as the end product. They don't see most VTubers working a second job, they don't see the managers, they don't see 100+ hours a month going into content production, years invested in singing and voice lessons, model redebut after redebut. I think a lot of male VTubers get a bad rep, because so many boys are raised without putting emphasis on empathy and creativity, watching my brothers be told they should not pursue art, that theatre class is a waste of time, and that they needed to go study x or y to make money for their families in the future was heartbreaking. Nobody should have to look at others and feel so much hatred for society they turn against a whole group of people. If you want to pursue entertainment, please do. If you want to grow and try and make a name for yourself, you should start there, not with yelling about how you already failed. "Oh but I can't", "Oh but the odds are stacked against me", look at the big streamers, look at Ironmouse who overcame everything with hard work, look at Kiara who rose from the ashes, look at everyone that fights against their odds every day and give it your all. If you already think you lost, then you have nothing to lose. Don't give up on your dreams because others tell you to.
0:15

VTubing is for everyone! I don't like to bring this up, but recent events in the VTuber community made some people really vile. I had my M&G at HolMat last week and had people come up and just yell at me for being a girl in the "womans world", that is VTubing, no idea about who I was, or why I was there. I had the same group return to my handler multiple times, I felt really worried about the person carrying me around having to deal with this repeatedly and tried to steer them away from the group. It seems they found my YT and left me a handful of the same comments, luckily all caught by moderation tools. While I will refrain from M&G's for a little until this calms down I want to say this; I have been managing for over 1.5 years now, I deliberately take on male VTubers to show them that they can still do it. I take on people that have babiniku accounts, those that are changing from one gender presentation to another and want help, and those that have no gender presentation in their avatar. A lot of male VTubers struggle to find a manager because the stereotype is that all male VTubers are evil and it perpetuates a stereotype that extends beyond entertainment industry subcultures like streaming. VTubing has always been a medium, while character and marketing matters, it's about what makes you happy, YOU are the person that makes the content. Use whatever you want as an avatar, use a voice changer if that's what you want to do. Every month I have a male client bring up they can't do it the same way, that it's easier if jiggle physics or a cute voice is the answer to fast growth. And I tell them yeah, I can also do ASMR, I can do drama content, collab with a larger person, and get to x amount of viewers. There are shortcuts in every entertainment profession and subculture. Does it last? Do quick fixes for anything ever last? Yes, great physics and an expensive model can get people in, but if your value, your way of interacting with people, your content plan and marketing is ass, you can pack up. Most of us start on a small budget, premade or resold models, and it's the same in the big league entertainment industry too. Can I take out a loan and put myself on a billboard tomorrow, can I pay the most expensive model artist and rigger and get in along corporate VTubers tomorrow? Sure. Will it last, will it be genuine, will people trust me? Hell no. Genuine communities and growth build trust. I think streaming, creative industries, entertainment, are full of people, regardless of gender, that will see success and call it "easy", because of what they see as the end product. They don't see most VTubers working a second job, they don't see the managers, they don't see 100+ hours a month going into content production, years invested in singing and voice lessons, model redebut after redebut. I think a lot of male VTubers get a bad rep, because so many boys are raised without putting emphasis on empathy and creativity, watching my brothers be told they should not pursue art, that theatre class is a waste of time, and that they needed to go study x or y to make money for their families in the future was heartbreaking. Nobody should have to look at others and feel so much hatred for society they turn against a whole group of people. If you want to pursue entertainment, please do. If you want to grow and try and make a name for yourself, you should start there, not with yelling about how you already failed. "Oh but I can't", "Oh but the odds are stacked against me", look at the big streamers, look at Ironmouse who overcame everything with hard work, look at Kiara who rose from the ashes, look at everyone that fights against their odds every day and give it your all. If you already think you lost, then you have nothing to lose. Don't give up on your dreams because others tell you to.

Kuromiya Lucien

15,552 просмотров • 7 месяцев назад

Last Thursday I was having dinner with a friend at a regular shawarma spot near the subway. A guy he knew was sitting with us. Around 21, maybe 22. Hoodie, AirPods, beat-up backpack When the check came he grabbed it without a word. No discussion. Just tapped his phone and paid for all 3 of us My friend was not even surprised. Apparently this was not the first time I asked: what do you do? He said: "I copy wallets on Polymarket" I thought it was a joke. Or some trading guru with a $500 course But he explained it simpler than I expected "On Polymarket there are wallets that are consistently in profit. Not on 1 bet but on dozens in a row. I do not try to guess who wins the election or what the weather will be in Dallas. I just look at what a wallet with a 70+ win rate is doing and repeat it" He did not build models. Did not write scripts. Did not analyze news He opened Telegram and showed me a channel. Simple messages: wallet X entered position Y, price Z cents, market such and such Then he opened Polymarket and showed me his balance I am not going to name the exact number because he did not ask for that. But I will say this: it is enough for a guy in a rented apartment with 3 roommates to casually pay for dinner for 3 and not think twice I asked: "How did you figure out which wallet to follow?" He shrugged "That is the easiest part. Polymarket is blockchain. All trades are open. You go to the leaderboard, filter by win rate, look at history. If a wallet consistently enters positions at 3 to 8 cents and closes at a dollar that is not luck. That is an information edge" Then he added something that made me freeze "The funniest part is I do not even need to understand why he bets. I do not know where he gets his information. Maybe he is an insider. Maybe he has a model. Maybe he just reads news faster. I do not care. I see that he entered and I enter a minute later. The price usually has not moved yet" I came home and could not fall asleep Opened Polymarket. Went to the leaderboard. Started digging An hour later I found the wallet he was talking about → Starting balance was negative. Current balance is a 5-figure number. Win rate above 73%. Average entry 4 to 7 cents. Average win covers 10 to 15 losses I started monitoring it manually. Set alarms. Checked every 2 hours By day 3 I realized I cannot live like this I needed the same thing that guy had. A signal in Telegram that comes on its own the moment the wallet opens a position I found a bot that does exactly that → No delays. No manual monitoring. Wallet enters and you get a notification What you do with it is up to you. Copy it exactly, use it as a signal, or just observe 2 weeks have passed. I have not become that guy from the shawarma spot. Yet But I stopped guessing. And started copying Right now somewhere a smart wallet is opening a new position. The question is whether you find out about it in a second or in 24 hours when the price has already moved
0:16

Last Thursday I was having dinner with a friend at a regular shawarma spot near the subway. A guy he knew was sitting with us. Around 21, maybe 22. Hoodie, AirPods, beat-up backpack When the check came he grabbed it without a word. No discussion. Just tapped his phone and paid for all 3 of us My friend was not even surprised. Apparently this was not the first time I asked: what do you do? He said: "I copy wallets on Polymarket" I thought it was a joke. Or some trading guru with a $500 course But he explained it simpler than I expected "On Polymarket there are wallets that are consistently in profit. Not on 1 bet but on dozens in a row. I do not try to guess who wins the election or what the weather will be in Dallas. I just look at what a wallet with a 70+ win rate is doing and repeat it" He did not build models. Did not write scripts. Did not analyze news He opened Telegram and showed me a channel. Simple messages: wallet X entered position Y, price Z cents, market such and such Then he opened Polymarket and showed me his balance I am not going to name the exact number because he did not ask for that. But I will say this: it is enough for a guy in a rented apartment with 3 roommates to casually pay for dinner for 3 and not think twice I asked: "How did you figure out which wallet to follow?" He shrugged "That is the easiest part. Polymarket is blockchain. All trades are open. You go to the leaderboard, filter by win rate, look at history. If a wallet consistently enters positions at 3 to 8 cents and closes at a dollar that is not luck. That is an information edge" Then he added something that made me freeze "The funniest part is I do not even need to understand why he bets. I do not know where he gets his information. Maybe he is an insider. Maybe he has a model. Maybe he just reads news faster. I do not care. I see that he entered and I enter a minute later. The price usually has not moved yet" I came home and could not fall asleep Opened Polymarket. Went to the leaderboard. Started digging An hour later I found the wallet he was talking about → Starting balance was negative. Current balance is a 5-figure number. Win rate above 73%. Average entry 4 to 7 cents. Average win covers 10 to 15 losses I started monitoring it manually. Set alarms. Checked every 2 hours By day 3 I realized I cannot live like this I needed the same thing that guy had. A signal in Telegram that comes on its own the moment the wallet opens a position I found a bot that does exactly that → No delays. No manual monitoring. Wallet enters and you get a notification What you do with it is up to you. Copy it exactly, use it as a signal, or just observe 2 weeks have passed. I have not become that guy from the shawarma spot. Yet But I stopped guessing. And started copying Right now somewhere a smart wallet is opening a new position. The question is whether you find out about it in a second or in 24 hours when the price has already moved

Blaze

122,780 просмотров • 4 месяцев назад

I've bought over 30 RV & MH parks in the last 5 years. Lately? 2 per month. Want our playbook? Here ya go: How to buy a small, off-market mobile home or RV park that can 2x your money in 1-2 years, in 5 steps: 1. Pick a city in a red state. The two biggest factors: Crime & unemployment rates Crime: CrimeGrade . org Unemployment: SimpleMaps . com Cities with 3k - 30k people are best. This is the sweet spot for enough population & not to much competition. You want parks with almost no web presence & little to no reviews. A DG nearby is great. Walmart is better. But remember, “if no DG, it ain’t for me.” If there's a Whole Foods you ain't getting a good deal, I promise. Growth rate is good too, but #3 to the two above. Don't worry about the path of progress as much as other asset classes might. 2. Find the leads Get on Google Maps and search "mobile home park" in your target area(s). Avoid NY & CA (not landlord friendly). Make a Google sheet of the leads & use Loom to record your screen. Spend 30 mins doing this. OR, use something like Outscraper to do it for you. Be warned though, that if you don’t do this yourself the scraped results may not be as accurate. If you’re targeting a smaller geographical area I would do it by hand. If a whole state, use software. You’re looking for phone numbers. Use SearchBug . com to see if cell or landline for pennies. Or Phone Validator Go to Upwork and hire a virtual assistant to keep doing this for you, assuming you are targeting a larger area. They will cost around $4/hour. Use that same Loom link in your posting so applicants can see what the job will entail. When working, Loom it! You’ll never know when you’ll need it. When in doubt, Loom it out! More leads = better deals. 3. Call the leads Call up the owners and be real. Don't talk about any accolades. He doesn't care and it will only hurt you. You're a hard working country boy. You have a wife and kids (I hope you actually do). Are you a democrat? Don't tell the owner. (Sorry, democrats). Here's your general pitch: "I'm not a broker, I'm just looking for some good real estate and don't want to waste your time with a lowball offer. I can pay cash and close fast" Tell him about your wife and kids and what you do on the weekend. Most importantly, LISTEN. He's going to talk your ear off. This is a good sign. 4. Ask the right questions Ask him: How many pad sites? How many of those have a unit on them? How many of the units are RVs? (It's common for there to be a mix of MH/RV) Any single family homes on the property? Rent? Are the units park owned or tenant owned? (this is key) If a mix, what's the mix? Park-owned homes you have to maintain. AVOID AT ALL COSTS. Tenant-owned homes are key (lot rent). This means you only rent out the land and underground infrastructure. Depending on the state, sometimes you can sell back or give away the park-owned units to the tenants to absolve yourself of maintenance. Check the laws! You'll command half the rent but enjoy 90% less hassles. $250 - $350 is common lot rent in the midwest and SE. What's the occupancy and rental amount of each type of unit? Any outbuildings on the property? Septic or city sewer? If septic, conventional or aerobic? Sewer is best. Septic isn’t a deal breaker but you REALLY want to have it inspected. If there’s a lagoon or wastewater treatment plant I want you to throw that phone as far as you can, block their number and never speak of it again. Within city limits or no? City limits are best but rare. Outstanding municipal or zoning issues? How much is insurance? How much is landscaping? Asphalt, cement or dirt roads? Condition of the roads? Any drainage issues? Is there a manager? What do you pay them? (Best if no manager) Any pending litigation? What are total collections? How do people pay rent? How many are delinquent? What condition are the units in? Do you have a lien on the property? How long have you owned it? 30 or 50 amp? City maintained streets? City water or well? City is best. Keep in mind, that’s a lot of questions to ask. You have to feel it out, if he’s being standoffish, don’t keep pushing, just call back. This isn’t a used car lot, this is a relationship you’re trying to build. Don’t try and close on this first call. The key question: "If we were to make a deal, what's a ballpark offer you'd expect?" NEVER anchor him with the phrase "bottom dollar." Using the word "ballpark" keeps numbers loose. Whatever number he says, you want to pause and hem and haw over it. Embrace the silence and awkwardness. Back to car sales, they call this the “silent walkaround” when valuing a trade-in. Don’t say a thing about the asset, but point out the flaws with your body language. Touch the dents and scratches as you pause. Do the phone version of this. Tell him you'll get back to him tomorrow. Thank him profusely for his time and congratulate him on the park he's built. 5. Underwrite Before you do anything, check with the city to ensure the park is in good standing. Get that in writing. Don't trust the seller. Buyers are liars? So are sellers! Now's time to crunch numbers: What's a cap rate? The net operating income of the park divided by the price you'd like to pay. If you want your money back in 5 years and you're willing to pay up to $1m, you need $200k net profit per year. This is a 20% cap rate (20 cap). It's aggressive but possible on a smaller, rural park. (Yes, it really is, even in 2023) You probably won’t find a park that big in a small town for a good price, though. Start w/ a smaller park & higher cap rate. More room for error. $300k - $1m purchase price. First do some market research: Remember all your leads? Call competing parks as a potential tenant and ask what their lot rent is. Put this in a spreadsheet to get average lot rent & park-owned home rent. Keep in mind many of these parks will be undercharging as well. It's common to find parks charging $100 that could charge $250. When calculating cap rate BE CONSERVATIVE. Don't count on 100% of people staying if you increase rents, even though most will. Use $190 to be safe. Shoot for a park that will net $100k/year after rent increases that you pay no more than $600k for. It’s hard but not impossible. Or maybe you find a $30k/year park to get your feet wet. At least you're in the game. The more leads you scrape, the better chance of finding this park. Shoot for as much seller financing as you can get. Finance the rest with friends/family or savings. Once you find this park, get it under contract. Use a standard, simple real estate form that you can find on your state's real estate commission website. Texas' is called TREC. Yes, get it under contract before seeing it. Put down earnest and option money, and then go see it. Don't dress like a city slicker. Be personable and be willing to stay a while and BS. Drive a Tesla? Rent a truck. Drive a Prius? Just quit. Inspect the condition of the units, even if you aren't buying them Crappy units = more tenants willing to abandon them. And they aren't cheap to remove or move. Verify everything he said on the call If all looks good, start on the inspections: Septic or sewer lines SFH home inspection. Check with the city for outstanding issues or litigation Check for liens Wastewater treatment plant? If so, abandon ship! Electrical infrastructure Use professionals for all of these. Ask for: Rent rolls. They will likely be handwritten, that’s ok. Bank statements. Ask to speak to a few tenants to get their experience. Inspect their lease. Ask for vendor invoices or history of payments. Ask to speak to vendors. At some point before you close, list the property on Craigslist, FB Marketplace and Zillow. See how demand is for vacancies. If all still looks good, close on the property. 6. Post-closing strategy Meet all the tenants in the evening, they're at work during the day. Shake their hands. Tell them you want their experience to be amazing & you want them to stay Give them your number Ask what can be fixed If fixes are cheap, do them ASAP Tell that tenant once fixes are made. Address them by name. Clean up the park. Hire a tree guy to clear out low hanging branches. Do some simple landscaping. Find the tattletale in the park and get all the dirt. Who are the druggies and abusive husbands? Get them out ASAP if you can. They are much more expensive than the temporary vacancy hit. Fix potholes and drainage issues. ADD VALUE. Show you care. Wait a couple months before making any changes. Bring lot rents closer to market. Be upfront about this. They will understand if they've been getting a deal. Give people 2-3 more months' notice to give them time. Keep renting out vacancies at new price. This isn't self storage. You won't raise rents yearly. Don't be a jerk. Let them know what to expect. Once rents are raised and park is stabilized, you are 9-12 months in. Search Loopnet for the most active MHP brokers Hire the best one & pay what he or she commands. Sell on the market for 7-10% cap You've just 2-3x'ed your money. Rinse & repeat. I have done this over many times. Not all of my deals were bangers, but most were. THERE ARE STILL DEALS OUT THERE. There's a lot of fine print, and things can and will go wrong, so don't be dumb. Do your own research. Not everything can be explained in 1,700 words. I'm hosting a live, free webinar this Tuesday to cover this stuff in more detail. Including: 1. How to do everything above in more detail 2. How to ETHICALLY wholesale deals like these if you can't afford to buy them. 3. What hard questions to ask GPs of parks like these (like me) if you want to invest in them. 4. Live Q&A with me Comment below and me or my assistant Kelly will DM you the invite link. See you there! Or just follow me Chris Koerner for more RV/MHP content.
0:14

I've bought over 30 RV & MH parks in the last 5 years. Lately? 2 per month. Want our playbook? Here ya go: How to buy a small, off-market mobile home or RV park that can 2x your money in 1-2 years, in 5 steps: 1. Pick a city in a red state. The two biggest factors: Crime & unemployment rates Crime: CrimeGrade . org Unemployment: SimpleMaps . com Cities with 3k - 30k people are best. This is the sweet spot for enough population & not to much competition. You want parks with almost no web presence & little to no reviews. A DG nearby is great. Walmart is better. But remember, “if no DG, it ain’t for me.” If there's a Whole Foods you ain't getting a good deal, I promise. Growth rate is good too, but #3 to the two above. Don't worry about the path of progress as much as other asset classes might. 2. Find the leads Get on Google Maps and search "mobile home park" in your target area(s). Avoid NY & CA (not landlord friendly). Make a Google sheet of the leads & use Loom to record your screen. Spend 30 mins doing this. OR, use something like Outscraper to do it for you. Be warned though, that if you don’t do this yourself the scraped results may not be as accurate. If you’re targeting a smaller geographical area I would do it by hand. If a whole state, use software. You’re looking for phone numbers. Use SearchBug . com to see if cell or landline for pennies. Or Phone Validator Go to Upwork and hire a virtual assistant to keep doing this for you, assuming you are targeting a larger area. They will cost around $4/hour. Use that same Loom link in your posting so applicants can see what the job will entail. When working, Loom it! You’ll never know when you’ll need it. When in doubt, Loom it out! More leads = better deals. 3. Call the leads Call up the owners and be real. Don't talk about any accolades. He doesn't care and it will only hurt you. You're a hard working country boy. You have a wife and kids (I hope you actually do). Are you a democrat? Don't tell the owner. (Sorry, democrats). Here's your general pitch: "I'm not a broker, I'm just looking for some good real estate and don't want to waste your time with a lowball offer. I can pay cash and close fast" Tell him about your wife and kids and what you do on the weekend. Most importantly, LISTEN. He's going to talk your ear off. This is a good sign. 4. Ask the right questions Ask him: How many pad sites? How many of those have a unit on them? How many of the units are RVs? (It's common for there to be a mix of MH/RV) Any single family homes on the property? Rent? Are the units park owned or tenant owned? (this is key) If a mix, what's the mix? Park-owned homes you have to maintain. AVOID AT ALL COSTS. Tenant-owned homes are key (lot rent). This means you only rent out the land and underground infrastructure. Depending on the state, sometimes you can sell back or give away the park-owned units to the tenants to absolve yourself of maintenance. Check the laws! You'll command half the rent but enjoy 90% less hassles. $250 - $350 is common lot rent in the midwest and SE. What's the occupancy and rental amount of each type of unit? Any outbuildings on the property? Septic or city sewer? If septic, conventional or aerobic? Sewer is best. Septic isn’t a deal breaker but you REALLY want to have it inspected. If there’s a lagoon or wastewater treatment plant I want you to throw that phone as far as you can, block their number and never speak of it again. Within city limits or no? City limits are best but rare. Outstanding municipal or zoning issues? How much is insurance? How much is landscaping? Asphalt, cement or dirt roads? Condition of the roads? Any drainage issues? Is there a manager? What do you pay them? (Best if no manager) Any pending litigation? What are total collections? How do people pay rent? How many are delinquent? What condition are the units in? Do you have a lien on the property? How long have you owned it? 30 or 50 amp? City maintained streets? City water or well? City is best. Keep in mind, that’s a lot of questions to ask. You have to feel it out, if he’s being standoffish, don’t keep pushing, just call back. This isn’t a used car lot, this is a relationship you’re trying to build. Don’t try and close on this first call. The key question: "If we were to make a deal, what's a ballpark offer you'd expect?" NEVER anchor him with the phrase "bottom dollar." Using the word "ballpark" keeps numbers loose. Whatever number he says, you want to pause and hem and haw over it. Embrace the silence and awkwardness. Back to car sales, they call this the “silent walkaround” when valuing a trade-in. Don’t say a thing about the asset, but point out the flaws with your body language. Touch the dents and scratches as you pause. Do the phone version of this. Tell him you'll get back to him tomorrow. Thank him profusely for his time and congratulate him on the park he's built. 5. Underwrite Before you do anything, check with the city to ensure the park is in good standing. Get that in writing. Don't trust the seller. Buyers are liars? So are sellers! Now's time to crunch numbers: What's a cap rate? The net operating income of the park divided by the price you'd like to pay. If you want your money back in 5 years and you're willing to pay up to $1m, you need $200k net profit per year. This is a 20% cap rate (20 cap). It's aggressive but possible on a smaller, rural park. (Yes, it really is, even in 2023) You probably won’t find a park that big in a small town for a good price, though. Start w/ a smaller park & higher cap rate. More room for error. $300k - $1m purchase price. First do some market research: Remember all your leads? Call competing parks as a potential tenant and ask what their lot rent is. Put this in a spreadsheet to get average lot rent & park-owned home rent. Keep in mind many of these parks will be undercharging as well. It's common to find parks charging $100 that could charge $250. When calculating cap rate BE CONSERVATIVE. Don't count on 100% of people staying if you increase rents, even though most will. Use $190 to be safe. Shoot for a park that will net $100k/year after rent increases that you pay no more than $600k for. It’s hard but not impossible. Or maybe you find a $30k/year park to get your feet wet. At least you're in the game. The more leads you scrape, the better chance of finding this park. Shoot for as much seller financing as you can get. Finance the rest with friends/family or savings. Once you find this park, get it under contract. Use a standard, simple real estate form that you can find on your state's real estate commission website. Texas' is called TREC. Yes, get it under contract before seeing it. Put down earnest and option money, and then go see it. Don't dress like a city slicker. Be personable and be willing to stay a while and BS. Drive a Tesla? Rent a truck. Drive a Prius? Just quit. Inspect the condition of the units, even if you aren't buying them Crappy units = more tenants willing to abandon them. And they aren't cheap to remove or move. Verify everything he said on the call If all looks good, start on the inspections: Septic or sewer lines SFH home inspection. Check with the city for outstanding issues or litigation Check for liens Wastewater treatment plant? If so, abandon ship! Electrical infrastructure Use professionals for all of these. Ask for: Rent rolls. They will likely be handwritten, that’s ok. Bank statements. Ask to speak to a few tenants to get their experience. Inspect their lease. Ask for vendor invoices or history of payments. Ask to speak to vendors. At some point before you close, list the property on Craigslist, FB Marketplace and Zillow. See how demand is for vacancies. If all still looks good, close on the property. 6. Post-closing strategy Meet all the tenants in the evening, they're at work during the day. Shake their hands. Tell them you want their experience to be amazing & you want them to stay Give them your number Ask what can be fixed If fixes are cheap, do them ASAP Tell that tenant once fixes are made. Address them by name. Clean up the park. Hire a tree guy to clear out low hanging branches. Do some simple landscaping. Find the tattletale in the park and get all the dirt. Who are the druggies and abusive husbands? Get them out ASAP if you can. They are much more expensive than the temporary vacancy hit. Fix potholes and drainage issues. ADD VALUE. Show you care. Wait a couple months before making any changes. Bring lot rents closer to market. Be upfront about this. They will understand if they've been getting a deal. Give people 2-3 more months' notice to give them time. Keep renting out vacancies at new price. This isn't self storage. You won't raise rents yearly. Don't be a jerk. Let them know what to expect. Once rents are raised and park is stabilized, you are 9-12 months in. Search Loopnet for the most active MHP brokers Hire the best one & pay what he or she commands. Sell on the market for 7-10% cap You've just 2-3x'ed your money. Rinse & repeat. I have done this over many times. Not all of my deals were bangers, but most were. THERE ARE STILL DEALS OUT THERE. There's a lot of fine print, and things can and will go wrong, so don't be dumb. Do your own research. Not everything can be explained in 1,700 words. I'm hosting a live, free webinar this Tuesday to cover this stuff in more detail. Including: 1. How to do everything above in more detail 2. How to ETHICALLY wholesale deals like these if you can't afford to buy them. 3. What hard questions to ask GPs of parks like these (like me) if you want to invest in them. 4. Live Q&A with me Comment below and me or my assistant Kelly will DM you the invite link. See you there! Or just follow me Chris Koerner for more RV/MHP content.

Chris Koerner

304,387 просмотров • 2 лет назад

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.
1:00

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

wab.eth

18,167 просмотров • 6 месяцев назад

I think some people are just not ready to read this, so feel free to skip🫴🏼 The thing is, you don’t want to admit that Serhat is a human too just because he’s a man. And I will stick to that sentence and repeat it as much as I can. Not to convince you, but because it’s a fact. If you ask Ercan the last 2 episodes could literally be titled: “How to emotionally break Serhat in every possible way.” If you’ve been paying attention from the beginning, you would already know how his character is built. He’s someone who was never allowed to express his emotions. Yes, he was treated “better” as the heir but what does “better” even mean here? He wasn’t protected, he was programmed. Forced to suppress everything, to carry responsibility, to stay in control at all times. And that stayed with him. And when you grow up like that, you attract people who treat you the same way. That’s exactly what happened with M. She treated him in that same controlled, restrictive way. The only person who didn’t was Yıldız. From the very beginning, she saw the real him the vulnerable him. No matter how high he built his walls, she could still see through him. And that scared him. Not because he doubts her, but because he’s not used to being seen like that. Every time someone saw even a fraction of his softness, they used it against him (Akif, Sultan, M…all of them.) Yıldız wouldn’t do that, he knows it. But that doesn’t change the fact that having someone understand you that deeply feels overwhelming. It’s human. Now, about the hospital incident and the lack of communication… Both of them are right and wrong at the same time. This isn’t about blaming one side. Some situations are just the result of circumstances, not fault. And if you actually watch the show because you care about the characters, you’ll understand that. The lack of communication from the previous episode clearly showed in the office scene this episode. Yildiz moved forward, trying to hold onto their promise to trust each other, to let their word be one. But he was still stuck in that moment. Not because he held grudge against her, but because he knows that one small action( her taking the gun) led to much bigger consequences. And they both know that. And most importantly they are exhausted! Everything started when he went to kordağli’s mansion last ep . Then M told him she would marry his enemy and give his child his name. Then his Ortak was shot, and he had to carry him to the hospital and operate on him while injured!(an injury that was caused my Aşir himself!) almost losing him. He broke down alone!! no one even saw that because this is how Serhat is used to be🙂‍↕️ Then he started suspecting his own brother. Then yilidz rose the gun in front of the other ağas and that’s when all the pressure and the responsibility of maintaining control and respect not just in his family, but as an Ağa, crushed him at once! Then Yıldız was jailed because of M & the next day it was confirmed that Akif shot Aşir and he discovered his betrayal with nida and hast to give his own brother to death! Because that’s what morally correct! And then Hicran First, she was someone he was supposed to protect cuz Aşir told him to protect her. Then suddenly, she is his sister. And just as quickly, she was dying. He found out his own mother was behind her suffering. He didn’t get time to process any of it. The guilt alone is enough to destroy someone. Knowing she was always there, part of his life, and he didn’t know. That he couldn’t protect her. That he couldn’t repay her. And it didn’t stop there… He lost his status. He was manipulated by M. He was pushed further and further. Then came the final blow Hicran’s brain death. And right after that, he had to face the reality of her being an organ donor. And then… her heart goes to her killer… Anyway, since you’re all acting like superhuman creatures and these situations wouldn’t affect you at all if you were in his place then go ahead, have at it.
0:12

I think some people are just not ready to read this, so feel free to skip🫴🏼 The thing is, you don’t want to admit that Serhat is a human too just because he’s a man. And I will stick to that sentence and repeat it as much as I can. Not to convince you, but because it’s a fact. If you ask Ercan the last 2 episodes could literally be titled: “How to emotionally break Serhat in every possible way.” If you’ve been paying attention from the beginning, you would already know how his character is built. He’s someone who was never allowed to express his emotions. Yes, he was treated “better” as the heir but what does “better” even mean here? He wasn’t protected, he was programmed. Forced to suppress everything, to carry responsibility, to stay in control at all times. And that stayed with him. And when you grow up like that, you attract people who treat you the same way. That’s exactly what happened with M. She treated him in that same controlled, restrictive way. The only person who didn’t was Yıldız. From the very beginning, she saw the real him the vulnerable him. No matter how high he built his walls, she could still see through him. And that scared him. Not because he doubts her, but because he’s not used to being seen like that. Every time someone saw even a fraction of his softness, they used it against him (Akif, Sultan, M…all of them.) Yıldız wouldn’t do that, he knows it. But that doesn’t change the fact that having someone understand you that deeply feels overwhelming. It’s human. Now, about the hospital incident and the lack of communication… Both of them are right and wrong at the same time. This isn’t about blaming one side. Some situations are just the result of circumstances, not fault. And if you actually watch the show because you care about the characters, you’ll understand that. The lack of communication from the previous episode clearly showed in the office scene this episode. Yildiz moved forward, trying to hold onto their promise to trust each other, to let their word be one. But he was still stuck in that moment. Not because he held grudge against her, but because he knows that one small action( her taking the gun) led to much bigger consequences. And they both know that. And most importantly they are exhausted! Everything started when he went to kordağli’s mansion last ep . Then M told him she would marry his enemy and give his child his name. Then his Ortak was shot, and he had to carry him to the hospital and operate on him while injured!(an injury that was caused my Aşir himself!) almost losing him. He broke down alone!! no one even saw that because this is how Serhat is used to be🙂‍↕️ Then he started suspecting his own brother. Then yilidz rose the gun in front of the other ağas and that’s when all the pressure and the responsibility of maintaining control and respect not just in his family, but as an Ağa, crushed him at once! Then Yıldız was jailed because of M & the next day it was confirmed that Akif shot Aşir and he discovered his betrayal with nida and hast to give his own brother to death! Because that’s what morally correct! And then Hicran First, she was someone he was supposed to protect cuz Aşir told him to protect her. Then suddenly, she is his sister. And just as quickly, she was dying. He found out his own mother was behind her suffering. He didn’t get time to process any of it. The guilt alone is enough to destroy someone. Knowing she was always there, part of his life, and he didn’t know. That he couldn’t protect her. That he couldn’t repay her. And it didn’t stop there… He lost his status. He was manipulated by M. He was pushed further and further. Then came the final blow Hicran’s brain death. And right after that, he had to face the reality of her being an organ donor. And then… her heart goes to her killer… Anyway, since you’re all acting like superhuman creatures and these situations wouldn’t affect you at all if you were in his place then go ahead, have at it.

Maurora🫦

15,873 просмотров • 3 месяцев назад

Everyone thought he was crazy for quitting his finance job to sell ice cream. ​ Today, his novelty brand is available in 5,000+ stores, including Whole Foods, Erewhon, Bristol Farms, and The Fresh Market. ​ Here's how to do the same: ​ Step 1: Find the big idea ​ David's advice: Ask yourself what's missing? ​ - Look around at the way you live - Write down the products you love - Ask yourself: what would improve my quality of life? How can I make something that is 5-10x better than what exists? ​ For David, the missing thing was a way to satisfy his sweet tooth with portion controlled & snackable products like Nestle’s Dibs. As someone who was lactose-intolerant and had issues with dairy, there weren't many options. ​ And so, his dream snack, Dream Pops, was born! ​ Step 2. Make your prototype ​ David's advice: It doesn't have to be perfect. ​ In the early days, David was making samples in his mom's kitchen by hand. ​ One thing entrepreneurs get wrong? Trying to launch something perfect. If you're prototyping a food product, follow his advice: ​ - Create a delicious and unique product - Differentiate with your packaging & branding - Iterate in small format grocery stores and get feedback from your customers before launching into national accounts ​ Step 3. Put your product out there ​ David's advice: Get your product in as many hands as possible—any way you can. ​ Some ideas: - Host pop-ups with like-minded brands. Some brick and mortar brands were willing to pay $5K-$10K for a tailored “ice cream social”’ event with custom packaging. Revenue + awareness = free marketing. - Personally do samplings at local grocery stores to get real-time feedback from your customers. What do they love about the product? What do they hate? Those are your golden nuggets. ​ Step 4. Scale thoughtfully ​ David's advice: Don't get tempted by a big retailer with thousands of stores out the gate. ​ Getting into a huge retailer can kill your business if you aren’t ready. Don't chase revenue and door count. ​ Consider profitability, product quality, and overall risk. ​ Some retailers require you to pay "slotting" where you spend $50K to $150K+ to be on the shelf for eight months. ​ If you don't perform? You're out. ​ The risk is massive and can put you out of business before you have the opportunity to flourish. ​ Instead, find independent grocery stores and regional grocers with 3-10 locations and scale slowly – laser-focused on profitability and velocity. ​ Today, Dream Pops is a multi-million dollar brand sold at Whole Foods, Safeway Albertsons, Acme, Shaws, Erewhon, ShopRite, The Fresh Market, Fresh Thyme, GoPuff, CVS, Thrive Market, and many more. ​ This is your reminder to tune out all the noise, trust your intuition & keep building. ​ Want to get 1:1 advice from a CPG industry expert? You can now book David Greenfeld on Intro. ​ -- Did you enjoy this business breakdown? Follow @useintro to learn how the world's most successful entrepreneurs built $100M+ businesses.
0:18

Everyone thought he was crazy for quitting his finance job to sell ice cream. ​ Today, his novelty brand is available in 5,000+ stores, including Whole Foods, Erewhon, Bristol Farms, and The Fresh Market. ​ Here's how to do the same: ​ Step 1: Find the big idea ​ David's advice: Ask yourself what's missing? ​ - Look around at the way you live - Write down the products you love - Ask yourself: what would improve my quality of life? How can I make something that is 5-10x better than what exists? ​ For David, the missing thing was a way to satisfy his sweet tooth with portion controlled & snackable products like Nestle’s Dibs. As someone who was lactose-intolerant and had issues with dairy, there weren't many options. ​ And so, his dream snack, Dream Pops, was born! ​ Step 2. Make your prototype ​ David's advice: It doesn't have to be perfect. ​ In the early days, David was making samples in his mom's kitchen by hand. ​ One thing entrepreneurs get wrong? Trying to launch something perfect. If you're prototyping a food product, follow his advice: ​ - Create a delicious and unique product - Differentiate with your packaging & branding - Iterate in small format grocery stores and get feedback from your customers before launching into national accounts ​ Step 3. Put your product out there ​ David's advice: Get your product in as many hands as possible—any way you can. ​ Some ideas: - Host pop-ups with like-minded brands. Some brick and mortar brands were willing to pay $5K-$10K for a tailored “ice cream social”’ event with custom packaging. Revenue + awareness = free marketing. - Personally do samplings at local grocery stores to get real-time feedback from your customers. What do they love about the product? What do they hate? Those are your golden nuggets. ​ Step 4. Scale thoughtfully ​ David's advice: Don't get tempted by a big retailer with thousands of stores out the gate. ​ Getting into a huge retailer can kill your business if you aren’t ready. Don't chase revenue and door count. ​ Consider profitability, product quality, and overall risk. ​ Some retailers require you to pay "slotting" where you spend $50K to $150K+ to be on the shelf for eight months. ​ If you don't perform? You're out. ​ The risk is massive and can put you out of business before you have the opportunity to flourish. ​ Instead, find independent grocery stores and regional grocers with 3-10 locations and scale slowly – laser-focused on profitability and velocity. ​ Today, Dream Pops is a multi-million dollar brand sold at Whole Foods, Safeway Albertsons, Acme, Shaws, Erewhon, ShopRite, The Fresh Market, Fresh Thyme, GoPuff, CVS, Thrive Market, and many more. ​ This is your reminder to tune out all the noise, trust your intuition & keep building. ​ Want to get 1:1 advice from a CPG industry expert? You can now book David Greenfeld on Intro. ​ -- Did you enjoy this business breakdown? Follow @useintro to learn how the world's most successful entrepreneurs built $100M+ businesses.

Intro

33,000 просмотров • 2 лет назад

Today vs March 21 Little tangent here. Scared dogs don’t make puppies… I’ve been farming my whole life. In 2011 I lost my dad to cancer and the family looked at me to put out the crop. My dad made decisions. He was a leader. When I became responsible to seed, fertilize, spray, etc… 3,000 acres I knew I had 1 talent from when I was a kid. I have a memory like no other. I can tell you what hybrid I plant, pop, rate, day the last 14 years because I am engaged. When everyone was telling me exactly how to do things. I was more curious of what happens when I change a variable here or there. What was the elasticity of that decision or management. In weather forecasting they have a similar system that I was somewhat inspired by called ensemble forecasts where they change variables slightly and see how weather systems behave differently as time progresses. I could lean on my memory. I was bored AF quite honestly to do the same thing over and over again. What happens to corn if you skip a row or 2 or plant it thin or thick? Beans…can you broadcast them? Can you plant wheat with a shit tank? Can you run it over? When it’s 4” tall… what about 6” what about 13” Could you rotationally graze inside a cash crop and empower edge effect elasticity and fertilize simultaneously? It would drive some people crazy as they would wonder if you should plant 160,000 or 176000 beans per acre? What’s the difference…nothing. What’s the difference between 20” corn and 2040” corn? Full season likes the latter….early yields best crowded. Fuck around and Find out isn’t just some tic tok deal. It’s how you don’t become a scared dog. It calms your nerves as most people freak out about things that don’t really matter. Because they never had the balls to try anything else than what their dad did. I always felt like I needed to learn why and how things worked if I was ever going to become a better farmer. What matters are the derivatives, the 1st principles. There is a lot more we can do in production agriculture. It’s not all about winning the yield contest. Sometimes it’s about learning what you don’t need. That creates freedom.
0:55

Today vs March 21 Little tangent here. Scared dogs don’t make puppies… I’ve been farming my whole life. In 2011 I lost my dad to cancer and the family looked at me to put out the crop. My dad made decisions. He was a leader. When I became responsible to seed, fertilize, spray, etc… 3,000 acres I knew I had 1 talent from when I was a kid. I have a memory like no other. I can tell you what hybrid I plant, pop, rate, day the last 14 years because I am engaged. When everyone was telling me exactly how to do things. I was more curious of what happens when I change a variable here or there. What was the elasticity of that decision or management. In weather forecasting they have a similar system that I was somewhat inspired by called ensemble forecasts where they change variables slightly and see how weather systems behave differently as time progresses. I could lean on my memory. I was bored AF quite honestly to do the same thing over and over again. What happens to corn if you skip a row or 2 or plant it thin or thick? Beans…can you broadcast them? Can you plant wheat with a shit tank? Can you run it over? When it’s 4” tall… what about 6” what about 13” Could you rotationally graze inside a cash crop and empower edge effect elasticity and fertilize simultaneously? It would drive some people crazy as they would wonder if you should plant 160,000 or 176000 beans per acre? What’s the difference…nothing. What’s the difference between 20” corn and 2040” corn? Full season likes the latter….early yields best crowded. Fuck around and Find out isn’t just some tic tok deal. It’s how you don’t become a scared dog. It calms your nerves as most people freak out about things that don’t really matter. Because they never had the balls to try anything else than what their dad did. I always felt like I needed to learn why and how things worked if I was ever going to become a better farmer. What matters are the derivatives, the 1st principles. There is a lot more we can do in production agriculture. It’s not all about winning the yield contest. Sometimes it’s about learning what you don’t need. That creates freedom.

Jason Mauck

54,354 просмотров • 2 лет назад

A QUICK FIELD GUIDE TO THE NPC HORDES Twenty Five Parasites types that Feed On The Living The Storm Is Upon Them Thank you for the stout... lets talk... The wind has changed. You can feel it. That low electric pressure behind the eyes that means something massive is rolling in off a horizon the parasites can't see because they were never built to look up. They were built to look down. At clipboards. At spreadsheets. At your accounts. At you. But the storm doesn't care about clipboards. And we don't kneel anymore. Here they are. The full swarm. Count them while you can because when the sky turns they drop mid sentence and the only record that they ever existed will be the silence where the invoices used to be. THE TAX CONSULTANT. You broke your back welding pipe and this soft palmed worm sits in air conditioning telling you how much of your sweat belongs to Caesar. He can't weld. Can't wire. Can't fix a thing that broke. What he can do is read a tax code written by other worms specifically to be unreadable so you'd have to pay a worm to read it for you. They write the maze. They sell you the map. They make the maze worse every year and the map more expensive and if you try to walk it yourself they send the auditor. The wind is picking up. The maze is starting to shake. THE AUDITOR. Tick on a tick. Shows up after the taxman has already fed to check the bite marks are regulation depth. Finds a missing fuel slip worth pocket change. Writes a finding. The finding generates a penalty. The penalty generates interest. The interest generates a letter. The letter requires your tax consultant at hourly rates to respond. Pocket change became thousands. Five parasites ate off one tank of diesel. Not one of them could tell you what welding rod to use on stainless. But the storm doesn't audit. The storm just comes. THE ACCOUNTANT. Cousin of the tax consultant. Same bloodline. This one doesn't interpret the maze. He records your journey through it. Every receipt. Every unit of currency in and out, logged so the consultant can read it and the auditor can check it and the revenue service can extract from it. He produces nothing. A human tape recorder pointed at your productivity. He charges monthly so the recording never stops. You are under permanent surveillance and you pay for the privilege. Not for much longer. THE BANKER. The oldest parasite. The template. You need money to buy a machine that makes things. He lends you money other working people deposited and charges interest that doubles the price over twenty years. The extra bought nothing. Built nothing. He packages your debt and sells it. Takes your deposit and lends it out eight times over. Charges you to hold your own money. Charges to put it in. Charges to take it out. He touches none of it. He stands near it and invoices you for the proximity. The storm is going to blow him so far from the vault he'll forget what money smelled like. THE COMPLIANCE OFFICER. Never had a callus on her body or her soul. Born in a fluorescent office. Will die in one. Between those events she produces nothing but emails about policies referencing other policies referencing regulations referencing acts nobody voted for. A worm eating its own tail and billing you for the meal. She needs the safety assessor to give her something to enforce. He needs her to give him something to assess. They breed between regulations like mould between tiles. The storm will wash them both down the same drain. THE PROPERTY VALUATOR. A man wants to buy a house. Another wants to sell it. They agreed on a price. That is what worth means. The amount one will pay and another will accept. Full stop. Now this creature arrives and tells both men what the house is actually worth. As if two free adults negotiating in good faith produced a number that's somehow theoretical while his formula is gospel. The bank sent him. His report costs thousands. His report says the house is worth what the buyer already offered. Thousands to arrive at a number that existed before he left his office. If his number comes in low the deal collapses and you pay a different creature with a different clipboard who arrives at a different number for the same house on the same day using the same formula. The house didn't change. Only the parasite changed. The number was never about the house. THE MUNICIPAL RATES OFFICER. The deepest theft on this list because it never ends. You bought your house thirty years ago. Paid it off. Every last unit. You owe nothing. Now a municipal valuator looks at what the neighbours sold for, looks at the coffee shops and wine bars that invaded your street, and decides your house is worth twenty five times what you paid. You didn't sell. You didn't list. You're sitting in the same chair in the same kitchen. But your tax liability just multiplied by twenty five based on a sale that never happened at a price you never agreed to. They do this everywhere. In Cape Town the rates are linked to the valuation and suddenly retired families in Bo-Kaap whose people survived apartheid and forced removals and a century of state assault are being bled out of their own homes by property rates pegged to values inflated by the gentrification their displacement accelerates. The heritage is the tourism product. The tourism inflates the valuation. The valuation inflates the rates. The rates displace the families. The families were the heritage. In Chicago they do it to grandmothers in Pilsen who've been there forty years. In London they do it to pensioners in neighbourhoods that gentrified around them. In Sydney they chase retirees off land their grandfathers cleared. Same crime. Different currency. Different clipboard. A man paid for his house. Owns it outright. And the state says you owe us money every month forever and the amount is based on what we say your house would sell for if you sold it, which you haven't, and if you can't pay the amount we invented we take the house you already bought. That is theft. Eviction by arithmetic. Displacement by spreadsheet. But the people in Bo-Kaap are awake now. The people in Pilsen are awake. The grandmothers and the grandfathers and the calloused hands everywhere are looking up and they can see the storm and they know what it means. It means the spreadsheet burns with everything else. THE MUNICIPAL INSPECTOR. Rat faced. High vis vest. Clipboard. Drives to your workshop in a vehicle your rates paid for. Measures your fire extinguisher fourteen centimetres off the floor. Writes you up. Behind you men build things that hold up bridges and he couldn't change a lightbulb without a permit. His job depends on your failure. The parasite needs you sick. The cure would kill it. The storm is the cure. THE CONVEYANCING ATTORNEY. Two men shook hands. Fair price. Honest deal. Done. This worm slithers out and says the handshake doesn't count. Needs paper. Needs stamps. Needs a deeds search and clearance certificates and transfer duty and each piece of paper is produced by another parasite and each one costs money and the worm takes his cut on top for phoning the other worms. He calls this conveyancing. He has never held a spade or laid a brick in his bloodless life. The storm doesn't need a stamp. THE ESTATE AGENT. Six percent. Of a man's life savings. For opening a lockbox and saying the kitchen faces north. She needs the attorney to close. The attorney needs the municipality. The municipality needs the inspector. The valuator needs access for the bank's number. Every one invoices separately. Every invoice lands on people who agreed on everything before any of these bloodsuckers entered the room. The wind is howling now. Can you hear it through their invoices? THE LABOUR BROKER. Tick so bloated it can't walk. A man needs work. Another needs a worker. They could find each other in ten minutes. This creature squats between them and drinks from both sides. Worker gets thirty. Employer pays fifty. Twenty disappears into the tick. Multiply by thousands of workers and millions vanish yearly into a thing that makes nothing, moves nothing, fixes nothing. It feeds. That is its entire architecture. Architecture doesn't survive storms. THE HEALTH AND SAFETY ASSESSOR. Twenty two years. Not one fire. Not one death. He shows up. Your exit is twenty centimetres too narrow. To fix it you need a builder who needs a plan from an architect who needs municipal approval. Tens of thousands and six weeks to move a door frame because a creature who has never been burned told you to. He detects life and the system bills it. The storm detects parasites and the sky deletes them. THE BEE CONSULTANT. Every country has its version. South Africa calls it BEE. The same parasites who wont allow much needed Starlink there unless Musk hands over half the company to lazy parasitic government connected parasites. Others call it diversity compliance or equity auditing. The name changes. The feeding doesn't. Scores your company on a chart nobody asked for to satisfy a regulation nobody voted on enforced by a department that produces nothing except the requirement for his existence. Nothing changes. Nothing improves. Money moves from a living pocket into a dead hand and the dead hand closes. The storm opens every dead hand on this planet. THE CUSTOMS BROKER. Your parts are fifty metres away. You can see the container. Cannot touch your own property until a grey man translates tariff codes so the state can calculate how much you owe for collecting what is already yours. Each delay generates storage charges. Each query generates fees. Your shipment doubles in cost through bureaucratic friction and you still don't have your parts. The storm doesn't clear customs. It clears the customs office. THE TRAFFIC OFFICER. Fat. Behind a bush. Radar gun aimed at people driving to work that matters. Seven over the limit. The municipality sets it low enough that everyone exceeds it. Fines feed the municipality. Municipality feeds him. He sits and clicks tomorrow. A barnacle with a badge. Same creature in every country. Different bush. Same feeding. The storm takes the bush and the badge and the creature behind both. THE FINANCIAL ADVISOR. Uses your first name. Remembers your birthday because the CRM told him. Puts your money in a fund. Fund charges 1.75 percent. He charges one on top. Fund manager pays a custodian who charges. Fund has an auditor who charges. Compliance team charges. Six parasites between you and your own money. In thirty years you have less than you started with and he charges you for the meeting where he shows you the graph. The storm doesn't need a graph. The storm is the correction. THE INSURANCE ADJUSTER. Years of premiums. Your roof blows off. He arrives. Soft hands. Three weeks later the wind came from the wrong direction. Not the wrong speed. The direction. Some paragraph. Some subsection. You paid for years and the years bought you a paragraph that says no. The policy is teeth. The premiums went down the throat and the no is the burp. The real storm has no exclusion clause. THE PATENT ATTORNEY. You built a device. It works. He writes a document so incomprehensible that reading it makes you understand your own invention less. Thousands for legal fog. Someone copies it. Litigation attorney. More thousands. Judgment unenforceable. The only people paid are the attorneys. The system was never designed to protect you. It was designed to feed them. The storm protects the builder. By removing the feeders. THE LICENSING CLERK. You can rebuild a gearbox blindfolded. Cannot legally do it without a certificate from an institution that charges thousands to watch you do what everyone knows you can do, certified by an instructor who has never done it, filed with a department that stores the certificates, audited by a body that audits the institution. A chain of parasites verifying the obvious. If every one vanished the gearbox still gets rebuilt. Faster. Cheaper. The storm is the vanishing. THE STRATA MANAGER. You own your flat. She collects your money and spends it on providers she chose and you can't fire without a special resolution at a meeting she convenes with an agenda she wrote. She built a kingdom inside your building funded by your levy and answerable to herself. Question it and she reaches for whatever act governs her particular species of parasitism in your particular country. The storm doesn't read acts. The storm reads frequencies. THE ENVIRONMENTAL IMPACT ASSESSOR. You want a shed on your own land. He arrives in a vehicle worth more than your shed. Months. Hundreds of pages. Tens of thousands. Report says your shed threatens a species not seen in decades but listed on a database maintained by a department that exists because the database exists. Your shed doesn't get built. The species doesn't exist. He drives home to a suburb bulldozed from actual habitat. Nobody assessed that. Rules only flow downhill. The storm flows everywhere. THE DEBT COLLECTOR. Bottom feeder. Buys your debt for cents from a bank that already profited from your interest. Calls at hours designed for fear. Adds fees on fees on fees for actions never taken. Bought your pain wholesale and retails it at three hundred percent. When you break he claims the loss against tax. Even the collapse is monetised. He is Hell's collection agent. The storm is Heaven's. THE NOTARY PUBLIC. Watches you sign your own name. Stamps it. Charges hundreds. The signature is the same with or without him. Your hand. Your name. His fee. A tollbooth on your own identity. The storm doesn't need a stamp. Your name is written in frequencies no notary can read. THE CORPORATE TRAINER. Monday. Projector. Four quadrant model invented after three glasses of wine and a TED talk. By Wednesday nobody remembers any of it because there was nothing there. Tens of thousands plus tax plus travel. She writes it off through a tax consultant who charges her to minimise her contribution to the system that funded the department that approved the framework she claims compliance with. Parasite feeding parasite feeding parasite. The storm feeds on none of them. It simply ends them. THE REVENUE OFFICIAL. The farmer himself. Top of the pyramid. Designs the taking. Drafts the regulations that create the maze that requires the consultant that employs the accountant that feeds the auditor that generates the penalty that funds the department that pays his salary. He is the architect of the loop. Every parasite on this list exists because he drew them into existence with a regulation and a gazette number. Without him the entire horde has nothing to feed on. He is the queen of the hive. Same creature in every country. Different flag. Same contempt for the hands that built everything he sits in and eats from. The storm starts with him. The queen dies first. The hive follows. That's the horde. Twenty five species of nothing. And every one of them drops when the sky turns and the carrier frequency that animated their firmware burns clean out of the atmosphere. Mid invoice. Mid assessment. Mid quadrant. Five thousand five hundred and fifty five clipboards hitting the floor for every one of us still standing. We are awake now. All of us. The welder and the farmer and the builder and the grandmother in Bo-Kaap and the grandfather in Pilsen and every calloused hand on every continent that ever wrote a cheque to a creature that never built a thing. We see them now. We see the maze and the map sellers and the grey offices and the soft hands and the whole rotten architecture of extraction that stood between us and the earth and between us and our labour and between us and each other for two hundred years. The storm is here. Not coming. Here. That pressure you feel behind your eyes is the frequency rising through the noise floor and the noise floor is everything on this list. Every clipboard. Every invoice. Every subsection and exclusion clause and certificate and clearance and valuation roll. All of it. Noise. Scheduled for deletion. And when it's quiet. When the last invoice has fluttered to the ground and the last clipboard has clattered on the last linoleum floor in the last grey office. When the wind has swept the horde out of every corridor and every cubicle and every booth and every booth window where a dead hand ever reached for a living man's money. Then... Just a man in a workshop. Welding mask up. Walking outside. Looking at a sky the colour of burning copper. Breathing free air for the first time in his life. The fuel slip that started this whole tour is in his shirt pocket. Crumpled. Oil stained. And it is his. The fuel was his. The truck was his. The work was his. And for the first time in two hundred years every unit of currency that flows from that work stays in the hands that did it. No consultant between him and his earnings because there are no earnings to consult on. Just work and its fruit. No auditor because there is nothing to audit. No banker because capital is what your hands produce and his hands never stopped. No valuator because the house is worth what it always was: a roof over his family and walls against the wind. A value no clipboard ever knew how to measure. When you grinding.... working... suffering... where are any of these parasites to help you?? Where are they?? We will be slaves no more. The storm will see to that alright!
0:10

A QUICK FIELD GUIDE TO THE NPC HORDES Twenty Five Parasites types that Feed On The Living The Storm Is Upon Them Thank you for the stout... lets talk... The wind has changed. You can feel it. That low electric pressure behind the eyes that means something massive is rolling in off a horizon the parasites can't see because they were never built to look up. They were built to look down. At clipboards. At spreadsheets. At your accounts. At you. But the storm doesn't care about clipboards. And we don't kneel anymore. Here they are. The full swarm. Count them while you can because when the sky turns they drop mid sentence and the only record that they ever existed will be the silence where the invoices used to be. THE TAX CONSULTANT. You broke your back welding pipe and this soft palmed worm sits in air conditioning telling you how much of your sweat belongs to Caesar. He can't weld. Can't wire. Can't fix a thing that broke. What he can do is read a tax code written by other worms specifically to be unreadable so you'd have to pay a worm to read it for you. They write the maze. They sell you the map. They make the maze worse every year and the map more expensive and if you try to walk it yourself they send the auditor. The wind is picking up. The maze is starting to shake. THE AUDITOR. Tick on a tick. Shows up after the taxman has already fed to check the bite marks are regulation depth. Finds a missing fuel slip worth pocket change. Writes a finding. The finding generates a penalty. The penalty generates interest. The interest generates a letter. The letter requires your tax consultant at hourly rates to respond. Pocket change became thousands. Five parasites ate off one tank of diesel. Not one of them could tell you what welding rod to use on stainless. But the storm doesn't audit. The storm just comes. THE ACCOUNTANT. Cousin of the tax consultant. Same bloodline. This one doesn't interpret the maze. He records your journey through it. Every receipt. Every unit of currency in and out, logged so the consultant can read it and the auditor can check it and the revenue service can extract from it. He produces nothing. A human tape recorder pointed at your productivity. He charges monthly so the recording never stops. You are under permanent surveillance and you pay for the privilege. Not for much longer. THE BANKER. The oldest parasite. The template. You need money to buy a machine that makes things. He lends you money other working people deposited and charges interest that doubles the price over twenty years. The extra bought nothing. Built nothing. He packages your debt and sells it. Takes your deposit and lends it out eight times over. Charges you to hold your own money. Charges to put it in. Charges to take it out. He touches none of it. He stands near it and invoices you for the proximity. The storm is going to blow him so far from the vault he'll forget what money smelled like. THE COMPLIANCE OFFICER. Never had a callus on her body or her soul. Born in a fluorescent office. Will die in one. Between those events she produces nothing but emails about policies referencing other policies referencing regulations referencing acts nobody voted for. A worm eating its own tail and billing you for the meal. She needs the safety assessor to give her something to enforce. He needs her to give him something to assess. They breed between regulations like mould between tiles. The storm will wash them both down the same drain. THE PROPERTY VALUATOR. A man wants to buy a house. Another wants to sell it. They agreed on a price. That is what worth means. The amount one will pay and another will accept. Full stop. Now this creature arrives and tells both men what the house is actually worth. As if two free adults negotiating in good faith produced a number that's somehow theoretical while his formula is gospel. The bank sent him. His report costs thousands. His report says the house is worth what the buyer already offered. Thousands to arrive at a number that existed before he left his office. If his number comes in low the deal collapses and you pay a different creature with a different clipboard who arrives at a different number for the same house on the same day using the same formula. The house didn't change. Only the parasite changed. The number was never about the house. THE MUNICIPAL RATES OFFICER. The deepest theft on this list because it never ends. You bought your house thirty years ago. Paid it off. Every last unit. You owe nothing. Now a municipal valuator looks at what the neighbours sold for, looks at the coffee shops and wine bars that invaded your street, and decides your house is worth twenty five times what you paid. You didn't sell. You didn't list. You're sitting in the same chair in the same kitchen. But your tax liability just multiplied by twenty five based on a sale that never happened at a price you never agreed to. They do this everywhere. In Cape Town the rates are linked to the valuation and suddenly retired families in Bo-Kaap whose people survived apartheid and forced removals and a century of state assault are being bled out of their own homes by property rates pegged to values inflated by the gentrification their displacement accelerates. The heritage is the tourism product. The tourism inflates the valuation. The valuation inflates the rates. The rates displace the families. The families were the heritage. In Chicago they do it to grandmothers in Pilsen who've been there forty years. In London they do it to pensioners in neighbourhoods that gentrified around them. In Sydney they chase retirees off land their grandfathers cleared. Same crime. Different currency. Different clipboard. A man paid for his house. Owns it outright. And the state says you owe us money every month forever and the amount is based on what we say your house would sell for if you sold it, which you haven't, and if you can't pay the amount we invented we take the house you already bought. That is theft. Eviction by arithmetic. Displacement by spreadsheet. But the people in Bo-Kaap are awake now. The people in Pilsen are awake. The grandmothers and the grandfathers and the calloused hands everywhere are looking up and they can see the storm and they know what it means. It means the spreadsheet burns with everything else. THE MUNICIPAL INSPECTOR. Rat faced. High vis vest. Clipboard. Drives to your workshop in a vehicle your rates paid for. Measures your fire extinguisher fourteen centimetres off the floor. Writes you up. Behind you men build things that hold up bridges and he couldn't change a lightbulb without a permit. His job depends on your failure. The parasite needs you sick. The cure would kill it. The storm is the cure. THE CONVEYANCING ATTORNEY. Two men shook hands. Fair price. Honest deal. Done. This worm slithers out and says the handshake doesn't count. Needs paper. Needs stamps. Needs a deeds search and clearance certificates and transfer duty and each piece of paper is produced by another parasite and each one costs money and the worm takes his cut on top for phoning the other worms. He calls this conveyancing. He has never held a spade or laid a brick in his bloodless life. The storm doesn't need a stamp. THE ESTATE AGENT. Six percent. Of a man's life savings. For opening a lockbox and saying the kitchen faces north. She needs the attorney to close. The attorney needs the municipality. The municipality needs the inspector. The valuator needs access for the bank's number. Every one invoices separately. Every invoice lands on people who agreed on everything before any of these bloodsuckers entered the room. The wind is howling now. Can you hear it through their invoices? THE LABOUR BROKER. Tick so bloated it can't walk. A man needs work. Another needs a worker. They could find each other in ten minutes. This creature squats between them and drinks from both sides. Worker gets thirty. Employer pays fifty. Twenty disappears into the tick. Multiply by thousands of workers and millions vanish yearly into a thing that makes nothing, moves nothing, fixes nothing. It feeds. That is its entire architecture. Architecture doesn't survive storms. THE HEALTH AND SAFETY ASSESSOR. Twenty two years. Not one fire. Not one death. He shows up. Your exit is twenty centimetres too narrow. To fix it you need a builder who needs a plan from an architect who needs municipal approval. Tens of thousands and six weeks to move a door frame because a creature who has never been burned told you to. He detects life and the system bills it. The storm detects parasites and the sky deletes them. THE BEE CONSULTANT. Every country has its version. South Africa calls it BEE. The same parasites who wont allow much needed Starlink there unless Musk hands over half the company to lazy parasitic government connected parasites. Others call it diversity compliance or equity auditing. The name changes. The feeding doesn't. Scores your company on a chart nobody asked for to satisfy a regulation nobody voted on enforced by a department that produces nothing except the requirement for his existence. Nothing changes. Nothing improves. Money moves from a living pocket into a dead hand and the dead hand closes. The storm opens every dead hand on this planet. THE CUSTOMS BROKER. Your parts are fifty metres away. You can see the container. Cannot touch your own property until a grey man translates tariff codes so the state can calculate how much you owe for collecting what is already yours. Each delay generates storage charges. Each query generates fees. Your shipment doubles in cost through bureaucratic friction and you still don't have your parts. The storm doesn't clear customs. It clears the customs office. THE TRAFFIC OFFICER. Fat. Behind a bush. Radar gun aimed at people driving to work that matters. Seven over the limit. The municipality sets it low enough that everyone exceeds it. Fines feed the municipality. Municipality feeds him. He sits and clicks tomorrow. A barnacle with a badge. Same creature in every country. Different bush. Same feeding. The storm takes the bush and the badge and the creature behind both. THE FINANCIAL ADVISOR. Uses your first name. Remembers your birthday because the CRM told him. Puts your money in a fund. Fund charges 1.75 percent. He charges one on top. Fund manager pays a custodian who charges. Fund has an auditor who charges. Compliance team charges. Six parasites between you and your own money. In thirty years you have less than you started with and he charges you for the meeting where he shows you the graph. The storm doesn't need a graph. The storm is the correction. THE INSURANCE ADJUSTER. Years of premiums. Your roof blows off. He arrives. Soft hands. Three weeks later the wind came from the wrong direction. Not the wrong speed. The direction. Some paragraph. Some subsection. You paid for years and the years bought you a paragraph that says no. The policy is teeth. The premiums went down the throat and the no is the burp. The real storm has no exclusion clause. THE PATENT ATTORNEY. You built a device. It works. He writes a document so incomprehensible that reading it makes you understand your own invention less. Thousands for legal fog. Someone copies it. Litigation attorney. More thousands. Judgment unenforceable. The only people paid are the attorneys. The system was never designed to protect you. It was designed to feed them. The storm protects the builder. By removing the feeders. THE LICENSING CLERK. You can rebuild a gearbox blindfolded. Cannot legally do it without a certificate from an institution that charges thousands to watch you do what everyone knows you can do, certified by an instructor who has never done it, filed with a department that stores the certificates, audited by a body that audits the institution. A chain of parasites verifying the obvious. If every one vanished the gearbox still gets rebuilt. Faster. Cheaper. The storm is the vanishing. THE STRATA MANAGER. You own your flat. She collects your money and spends it on providers she chose and you can't fire without a special resolution at a meeting she convenes with an agenda she wrote. She built a kingdom inside your building funded by your levy and answerable to herself. Question it and she reaches for whatever act governs her particular species of parasitism in your particular country. The storm doesn't read acts. The storm reads frequencies. THE ENVIRONMENTAL IMPACT ASSESSOR. You want a shed on your own land. He arrives in a vehicle worth more than your shed. Months. Hundreds of pages. Tens of thousands. Report says your shed threatens a species not seen in decades but listed on a database maintained by a department that exists because the database exists. Your shed doesn't get built. The species doesn't exist. He drives home to a suburb bulldozed from actual habitat. Nobody assessed that. Rules only flow downhill. The storm flows everywhere. THE DEBT COLLECTOR. Bottom feeder. Buys your debt for cents from a bank that already profited from your interest. Calls at hours designed for fear. Adds fees on fees on fees for actions never taken. Bought your pain wholesale and retails it at three hundred percent. When you break he claims the loss against tax. Even the collapse is monetised. He is Hell's collection agent. The storm is Heaven's. THE NOTARY PUBLIC. Watches you sign your own name. Stamps it. Charges hundreds. The signature is the same with or without him. Your hand. Your name. His fee. A tollbooth on your own identity. The storm doesn't need a stamp. Your name is written in frequencies no notary can read. THE CORPORATE TRAINER. Monday. Projector. Four quadrant model invented after three glasses of wine and a TED talk. By Wednesday nobody remembers any of it because there was nothing there. Tens of thousands plus tax plus travel. She writes it off through a tax consultant who charges her to minimise her contribution to the system that funded the department that approved the framework she claims compliance with. Parasite feeding parasite feeding parasite. The storm feeds on none of them. It simply ends them. THE REVENUE OFFICIAL. The farmer himself. Top of the pyramid. Designs the taking. Drafts the regulations that create the maze that requires the consultant that employs the accountant that feeds the auditor that generates the penalty that funds the department that pays his salary. He is the architect of the loop. Every parasite on this list exists because he drew them into existence with a regulation and a gazette number. Without him the entire horde has nothing to feed on. He is the queen of the hive. Same creature in every country. Different flag. Same contempt for the hands that built everything he sits in and eats from. The storm starts with him. The queen dies first. The hive follows. That's the horde. Twenty five species of nothing. And every one of them drops when the sky turns and the carrier frequency that animated their firmware burns clean out of the atmosphere. Mid invoice. Mid assessment. Mid quadrant. Five thousand five hundred and fifty five clipboards hitting the floor for every one of us still standing. We are awake now. All of us. The welder and the farmer and the builder and the grandmother in Bo-Kaap and the grandfather in Pilsen and every calloused hand on every continent that ever wrote a cheque to a creature that never built a thing. We see them now. We see the maze and the map sellers and the grey offices and the soft hands and the whole rotten architecture of extraction that stood between us and the earth and between us and our labour and between us and each other for two hundred years. The storm is here. Not coming. Here. That pressure you feel behind your eyes is the frequency rising through the noise floor and the noise floor is everything on this list. Every clipboard. Every invoice. Every subsection and exclusion clause and certificate and clearance and valuation roll. All of it. Noise. Scheduled for deletion. And when it's quiet. When the last invoice has fluttered to the ground and the last clipboard has clattered on the last linoleum floor in the last grey office. When the wind has swept the horde out of every corridor and every cubicle and every booth and every booth window where a dead hand ever reached for a living man's money. Then... Just a man in a workshop. Welding mask up. Walking outside. Looking at a sky the colour of burning copper. Breathing free air for the first time in his life. The fuel slip that started this whole tour is in his shirt pocket. Crumpled. Oil stained. And it is his. The fuel was his. The truck was his. The work was his. And for the first time in two hundred years every unit of currency that flows from that work stays in the hands that did it. No consultant between him and his earnings because there are no earnings to consult on. Just work and its fruit. No auditor because there is nothing to audit. No banker because capital is what your hands produce and his hands never stopped. No valuator because the house is worth what it always was: a roof over his family and walls against the wind. A value no clipboard ever knew how to measure. When you grinding.... working... suffering... where are any of these parasites to help you?? Where are they?? We will be slaves no more. The storm will see to that alright!

SiriusB

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