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SYSTEM.DEPLOYMENT_PROTOCOL = UPDATED 🛸 LOCATION.SET: PARASITE_POOL_NODE 🎯 COORDINATES_LOCKED: STRATEGIC_HASHRATE_DEPLOYMENT 🟧 UNIT = ASIC_GENESIS_MINING_CORE 🧰 HARDWARE_STATUS = PRIMED 📦 ALLOCATION_INIT = 200 TH/s (MINIMUM) 🗓️ DEPLOYMENT_DATE = JUNE 14, 2025 🔁 OPERATION_MODE = CONTINUOUS 🌐 POOL.RELATION = STRATEGIC 🤝 ALIGNMENT_STATUS = TRUSTED 📈 HASHRATE.TREND = ASCENDING ⚡ ASIC_GENESIS = EXECUTING...

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Mr.₿ 🍊 {V1P$} profil fotoğrafı
Mr.₿ 🍊 {V1P$}1 yıl önce

Let’s go…Let's hit the block 🦠

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WOW!!! ☢️☢️☢️☢️☢️

Whose 🧪 profil fotoğrafı
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What an intro and announcement

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Oh nice! 🦠

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PARASITE 🦠⛏️

Biome77 (위험해) 🧪 'Building Alkanes' profil fotoğrafı
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Let’s gooo! Love the support to more decentralized mining!!

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What a year. 🚀 2025 was the year ChainOpera AI turned vision into real momentum: building a community-co-created, community-co-owned AI agent network and pushing the boundaries of what decentralized, collaborative intelligence can look like. 🚀 Biggest highlights from 2025 ✅- AI Terminal officially launched: We unveiled the ChainOpera AI Terminal as a unified gateway to decentralized AI, making it possible for anyone to interact with powerful, decentralized LLMs without technical friction. Positioned as the “browser for the DeAI era,” the AI Terminal marked a major step toward making decentralized intelligence accessible, usable, and mainstream. ✅- AI Terminal adoption at massive scale: Momentum followed quickly. The AI Terminal surpassed 2M registered users and consistently ranked top 3 among all apps on the BNB AI DappBay, validating strong product–market fit and real, sustained usage at scale. ✅- Announcing Coco: the world’s first community-owned Super Agent: We introduced Coco, the intelligence layer that sits between users and the agent network. Coco dynamically routes each request to the most efficient, community-built agent—optimizing for quality and speed while rewarding the creators behind the best-performing agents. This was a defining moment in realizing a truly community-owned intelligence layer. ✅- From agents to a living agent network: With the launch of the Agent Social Network and Super Agent architecture, ChainOpera AI moved beyond isolated agents toward a collaborative system where humans and specialized agents coordinate, share context, and solve complex, multi-step tasks together. ✅- $COAI breakout year: The listing of $COAI across major exchanges shocked the market, and throughout the year COAI consistently remained among the top AI-native crypto tokens by visibility, activity, and community engagement – reflecting growing confidence in the long-term vision of collaborative intelligence. ✅- Global presence: ChainOpera AI around-the-world tour: ChainOpera AI went global in 2025, sponsoring and participating in major AI and Web3 events across North America, Europe, and Asia, including ETHDenver, Consensus Toronto, Token2049 Singapore, ETHCC, SBC, and Devcon. These global touchpoints helped us engage directly with developers, builders, investors, and partners worldwide, accelerating adoption and positioning ChainOpera AI at the center of the emerging AIxBlockchain movement. ✅- Community momentum at scale: Community remained the heart of ChainOpera AI’s growth. We successfully completed three seasons of structured community engagement, executed a widely participated community airdrop, and ran multiple ecosystem-shaping campaigns to incentivize builders, creators, and early adopters. These efforts strengthened alignment between users, developers, and the protocol, laying the foundation for a durable, community-owned AI ecosystem. ✅- “AI for Markets” taking shape: We laid critical groundwork for AI-native market intelligence, including the launch of PrediMarket Agent and multiple trading and analysis agents—early building blocks toward an AI-driven ecosystem for crypto and DeFi markets. ✅- Building in public, with the community: Across product launches, research milestones, ecosystem discussions, and global events, we continued to build openly to bring developers, users, and partners directly into the evolution of ChainOpera AI. This year also marked the launch of the ChainOpera AI Foundation website, formally kicking off a bold Ecosystem Fund designed to empower builders, incubate high-impact projects, and accelerate the growth of a truly community-owned, collaborative AI ecosystem. To every builder, user, and supporter who helped make this year possible: THANK YOU! 🧭 What we’re excited about in the coming year 🔹- A Stronger, Denser Agent Economy (everyday adoption + cross-chain reach): In 2026, we are scaling the Agent Economy from growth to daily usage, with more agents, richer workflows, deeper multi-agent collaboration, and higher-impact use cases that users rely on every day. In parallel, we are expanding the agent network beyond a single ecosystem with cross-chain execution and interoperability, allowing agents to access the best liquidity, data, and opportunities wherever they exist. 🔹- AI Market Infrastructure Evolution: Building on PrediMarket Agent and our growing suite of trading and market-intelligence agents, we are advancing toward a mature AI market infrastructure, where agents continuously monitor, reason, simulate, optimize, and act across crypto, DeFi, and beyond. The goal is to make complex markets more accessible, more transparent, and more intelligence-driven, turning research, decision-making, and execution into a fast and reliable loop for everyday users. 🔹- Ecosystem Acceleration through the Foundation: With the ChainOpera AI Foundation and our Ecosystem Fund and Co-Creation Grants, we are doubling down on empowering independent builders to expand the protocol, the agent network, and the underlying infrastructure, so the community can co-create, co-own, and scale the ecosystem together. 🔹- Business Expansion and Market Penetration: In 2026, we will focus on expanding ChainOpera’s reach through strategic partnerships, product-led growth, and new paths to monetization, bringing AI agents to a broader global user base and driving sustained adoption, engagement, and revenue, while staying aligned with community ownership and an open ecosystem. 2025 was the proof. 2026 is where it compounds. 🔥 Co-Create. Co-Own. COAI.

ChainOpera AI

17,113 görüntüleme • 8 ay önce

😎6 Reasons to Hold $LMP 🚀 Most crypto tokens try to win attention through hype. $LMP is trying to build value through real economic activity. That difference matters. ⚙️🌍 If you are trying to understand what makes $LMP interesting, here are 6 reasons people may choose to hold it. 👇 1) 🏢 It is built around a business-driven ecosystem $LMP is not positioned as a token with no clear use case. It is designed to represent activity inside the LinkersMap ecosystem, where merchants and customers can interact in a structured way. 🤝🛒 That means the token is tied to a platform with a practical purpose, not just speculation. 📌 2) 🔥 Business transactions are linked to buying and burning One of the most notable ideas behind $LMP is the transaction-back-and-burn model. 🔄🔥 When qualifying business activity happens, the system is designed to automatically buy and burn $LMP. This creates a token model that is intended to support utility rather than pure trading demand. 📉⚡ In simple terms: more real activity can mean more token pressure over time. 📊 3) 🌍 It is designed for real-world utility Many tokens only matter on exchanges. $LMP is intended to have a role inside a growing business network built on InterLink Chain. 🌐⛓️ That gives it a different kind of purpose: → supporting business interactions 🏪 → connecting users and merchants 👥 → adding value within the ecosystem itself 🧩 A token with real use can be more meaningful than one that only moves on charts. 📈 4) 📉 The supply is fixed $LMP has a maximum supply of 100,000,000 tokens. No additional token issuance is planned. 🛑🔒 That matters because a fixed supply gives holders clarity. It removes one of the biggest worries in crypto: unexpected dilution from ongoing minting. ✅ A capped supply does not guarantee success, but it does create a more predictable token structure. 🎯 5) 💱 It is designed for on-chain trading $LMP is designed to trade against $ITL through: → its liquidity pool 💧 → the InterLink Business Token Exchange (IBTE) 🏦 This gives the token a trading structure inside its own ecosystem, rather than relying only on external speculation. 🔗 For holders, that can mean a more integrated and organised market environment. 📋 6) 🚀 Its value proposition is tied to long-term ecosystem growth The strongest case for holding $LMP is not short-term price movement. It is the idea that as more: • businesses join 🏪 • users transact 👤 • merchants adopt the platform 🛍️ •ecosystem activity grows 🌱➡️🌳 …the utility and demand around $LMP may grow as well. 📈✨ In other words, the token is designed to move with the expansion of the business network behind it. 🏗️ Final thought 🧠✨ Holding $LMP is not about chasing quick hype. It is about believing in a model where blockchain, business activity, and utility are connected in one ecosystem. 🔗🏢🌍 That said, every investor should still do their own research before making any decision. 🕵️‍♂️📚 A strong vision is important, but execution matters even more. ⚖️ DYOR. Understand the model. Follow the activity. Make informed decisions. ✅ Ooh, if you’re looking for the lyrics, here you go... full version below. 😁😎 6 Reasons to Hold $LMP [Lyrics] Six reasons, one chain, watch the value align, Real merchants, real customers, LinkersMap shine. Biz in the system, that’s a stronger design, Every move got purpose, every trade on time. Back and burn, let it light up the lane, Utility token, not just hype in the game. Capped at a hundred mil, that’s the frame, $LMP got a future, remember the name. Trade with $ITL, on-chain flow in the pool, IBTE on the beat, keep the market cool. More users, more business, that’s the growth rule, $LMP move fuel. Hopefully, you have enjoyed the song. 😁👍 InterLink Labs 👤 + 🌐 Dr Altcoin ✝️ LinkersMap Arif Ahmed Core Ambassador | Interlink Labs KV Reina | InterLink Labs #LinkersMap #LMP #InterLink #ITLG #ITL #Web3 #Blockchain #Commerce #BusinessToken #DigitalEconomy 🚀

Tekkaus® | InterLink • MOD • T2 Community Builder

16,952 görüntüleme • 1 ay önce

ALPHA LEAK: Ribbit Capital 's stealth token $TIBBIR just surfaced... 🧩 Video from 2020: Hint for Ribbit Capital Token 🧩 2025: Micky 🐸 (founder of Ribbit Capital) stealth-launched $TIBBIR ...🐸 What if one of fintech’s biggest VCs quietly launched a crypto token and nobody noticed? In a space full of hype, over-marketed vaporware, and copy-paste tokens, $TIBBIR stands apart - because it wasn’t announced. Zero hype, zero marketing, full stealth mode. (= classic Ribbit Capital style, IKYK) And now, after deep onchain tracing, SEC regulatory filings, social proofs, and a revisit of public interviews, the thesis is becoming impossible to ignore: Ribbit Capital has quietly launched its own token. 🔥 VIDEO HINT: It All Started with One Quote - Multicoin Summit, 2020 🐸 In November 2020, Micky 🐸 (founder of Ribbit Capital, $12 Billion AUM) appeared at the Multicoin Summit and casually dropped this: "But there's nothing as disruptive as what's going on with decentralized finance… If we want to be the best investor in this category of the intersection of finance and tech no matter where we are — we will be very active in DeFi and we will be participating in it. But it's not obvious that it's a company →→→→ or a token ←←←← or is it partnering with Multicoins or to making investments. I think we'll do all of the above over the next decade." At the time, it sounded exploratory. In 2025, with all the confluences and verifiable proofs, it sounds like a roadmap. SO. Let’s dive down the Ribbit Hole and connect the dots... Over the past few months, we've been meticulously tracing the discreet emergence of the $TIBBIR token project that appears to be intricately linked to Ribbit Capital and its founder, Micky Malka. Our investigation has uncovered compelling evidence suggesting that $TIBBIR is not merely a speculative endeavor but a calculated step towards Ribbit's envisioned decentralized financial ecosystem.​ 🧩 Onchain Proof: Direct Wallet Funding: Micky Malka's wallet, which has been active for over 2800+ days, has been identified as the source of funds for the developer wallet that deployed the $TIBBIR contract on Virtuals Protocol ​ → Since then, Virtuals core contributors are following ribbita , quoted Ribbit Capital's slogan, and launched the Virtuals Index on Reserve 🌐 with $TIBBIR being the #2 in weight. Onchain Proof TX hash: 0x286a702630239ff9b002c41f502076d1ce48a6e026951c3d22ff9b0e86cca2e3 🧩 Social Proofs: Micky 🐸 's profile pic = $TIBBIR Launch Date: The profile picture on Micky Malka's X account, when downloaded, it shows "01.11" -coinciding with the launch date of $TIBBIR "01.11". → Since then, the TIBBIR X account has garnered 100+ smart followers, Ribbit Capital core members, T1 VCs, Hedge Fund managers, and many others... → March 23: Micky himself started to follow the TIBBIR X account, ribbita ... (are we getting closer to exit stealth?:) 🧩 "TIBBIR" Legal Entities: Tibbir Holdings LLC: SEC filings reveal the establishment of Tibbir Holdings LLC, with Micky Malka listed as the investment manager. This entity holds shares in Robinhood, indicating a strategic alignment with Ribbit's portfolio. TIBBIR Trust Formation: A Schedule 13G filing dated February 14, 2025, discloses that Micky Malka owns 11.4 million shares through the TIBBIR Trust, further cementing the connection between Ribbit Capital and the $TIBBIR token. ​​ 🧩 SEC Filing Proofs: 🧩 Hacking For Agentic Finance Furthermore, in 24Q4, Ribbit co-organized an AI agent hackathon with Robinhood , Crossmint , OpenAI , Solana , which suggests a forward-thinking approach to integrating AI into their existing fintech x crypto ecosystem. → Since then, Ribbit Capital led investment round for Crossmint and Privy , and Robinhood (Ribbit Cap portfolio company) announced "Cortex AI", signaling their entry to Agentic Finance... 🧩 New $500M Fintech Fund (Agentic Finance?) 03.19.2025: Ribbit Capital, a venture firm known for its fintech investments, is raising $500 million for a new fund, a filing with the U.S. Securities and Exchange Commission (SEC) revealed. The new capital appears to be a part of the Palo Alto-based venture firm’s latest flagship fund, titled Ribbit Capital Y. - TechCrunch 🧩 Why "TIBBIR" and not "RIBBIT"? "Fintech is dead, long live the New Fintech." Micky Malka said, the last decade of fintech was about giving people ACCESS to money. This decade, we need contextual money. So we need to rebuild everything. →→→ TIBBIR = RIBBIT spelled backwards. Explanation Video: 🧩 Strategic launch: Why Base ? $TIBBIR has been launched on Base , Coinbase's L2 chain. → Ribbit Capital is the lead investor in Coinbase. Micky 🐸 helped Brian Armstrong open CB's first bank account in Silicon Valley. (wen wen wen Coinbase listing) $Tibbir token Contract address on Base: 0xA4A2E2ca3fBfE21aed83471D28b6f65A233C6e00 🔍 Token Integration with Ribbit's Ecosystem? The $TIBBIR token appears to be more than a standalone asset; it's potentially a linchpin in Ribbit Capital's broader strategy to integrate decentralized finance within its existing portfolio. Given Ribbit's investments in companies like Coinbase, Robinhood, Revolut, Uniswap, Morpho, Arbitrum, and recently TON, $TIBBIR could serve as a unifying token across these platforms. However, the utility and plans are still undisclosed. 🧬 Ribbit Hole Conclusion The convergence of these findings points to a deliberate and strategic launch of the $TIBBIR token by Ribbit Capital and Micky Malka. This move aligns with Ribbit's long-term vision of participating in decentralized finance through various avenues, including token issuance. As fintech enters its next era, $TIBBIR may emerge as a central component in Ribbit's efforts to redefine the venture capital landscape and serve as a foundational element of the New Fintech (the intersection of fintech, crypto, and AI) this decade. Video credit: chiron 🏹 (our #1 sleuth)

Altcoinist

258,474 görüntüleme • 1 yıl önce

War Diary Day 1,391 Blaise Metreweli, the Chief of Britain's Secret Intelligence Service, sticks it to the Killer in The Kremlin. And all his creepy helpers. I agree with every fucking word. VPDFO! (Transcript of the speech, exactly as it was delivered) 📷 Welcome inside MI6. This iconic building, familiar to movie fans everywhere, is the home of Britain’s foreign intelligence agency. But whilst hundreds of my team pass through the entry pods each day, the truth is that most of our work happens many miles away from this place - out of sight, hidden from the world, undercover, recruiting and running agents who choose to place their trust in us, sharing secrets to make the UK and the world safer. You might pass one of our officers on the street or sit next to them on a plane when you’re about to set off on an adventure of your own, or in a foreign city taking selfies by the sights. Whether it’s in seemingly everyday places, or on the front line embedded with our military, MI6 is there. In my first few weeks, I’ve heard repeatedly that MI6 is trusted and respected globally, two things that we never take for granted. We are seen as a source of hard power, soft influence and rapid innovation. I’ve also heard that people want to believe in MI6. It’s my job to make sure they can. Today, I want to talk about human agency. We all have choices to make about how we deal with the undercurrents shaping our world. About how, in our new, faster, more dangerous and technology-mediated world, it will be our rediscovery of our shared humanity, our ability to listen, and our courage that will determine how our future unfolds. Conflict is not inevitable. Understanding human nature is in my bones. From a family shaped by devastating conflict, I grew up with a deep sense of gratitude for the UK’s precious democracy and freedom. I spent much of my childhood overseas, which is where my passion for travel and adventure began. I studied anthropology, and later psychology and AI, exploring how we make sense of the world and each other. It’s why I was drawn to MI6: it offers strong purpose, a chance to serve and a belief in the positive power of human connection. Like the Service, I’m operational to my very core. Over nearly three decades, my career has involved recruiting and running agents in hostile territory; and leading operations in warzones to defuse threats and support peace. Always in teams, always learning from others. Over the years, I’ve worked with hundreds of brilliant partners – and indeed occasionally those we’d label as adversaries – across dozens of countries, tackling weapons proliferation and terrorism. During my time at MI5, I saw close up what it takes to defend Britain from being targeted by hostile states. You’ll find many like me in my organisation: powerfully motivated to protect our precious country; curious about how our world is changing, joining dots and taking action, across domains. But it was in my last role as ‘Q’, where it was my job to turn emerging technologies from threats to opportunities that I could most see the world changing. As I dug deep into data and extraordinary innovation, I could see how technology was rapidly reshaping not just our capabilities but also conflict and trust, truth and global power. Let me lay out how I see the global issues MI6 must tackle. Because the greatest danger we face is to misunderstand the nature of the problem. Let’s be in no doubt. Our world is more dangerous and contested now than it has been for decades. Conflict is evolving and trust eroding, just as new technologies spur both competition and dependence. We are being contested from sea to space, from the battlefield to the boardroom. And even our brains, as disinformation manipulates our understanding of each other and ourselves. Across the globe, we are now confronting not one single danger, but an interlocking web of security challenges – military, technological, social, ethical even – each shaping the other in complex ways. We are now operating in a space between peace and war. This is not a temporary state or a gradual, inevitable evolution. Our world is being actively remade, with profound implications for national and international security. Institutions which were designed in the ashes of the Second World War are being challenged. New blocs and identities forming and alliances reshaping. Multipolar competition in tension with multilateral cooperation. But there’s something distinctive that will make this change unlike any other: the impact of advanced technologies, which will accelerate the pace and scale of every threat and opportunity, and increasingly, individualise them too. Advances in artificial intelligence, biotechnology, and quantum computing are not only revolutionising economies but rewriting the reality of conflict, as they ‘converge’ to create science-fiction-like tools. There’s incredible promise in all this for all of us, from green technologies to hyper-personalised medicine. But also peril. AI-powered robots and drones are brilliant for scaled manufacturing but devastating on the battlefield. Discoveries that cure disease can also create new weapons. And as states race for tech supremacy, or as some algorithms become as powerful as states, those hyper-personalised tools could become a new vector for conflict and control. Power itself is becoming more diffuse, more unpredictable as control over these technologies is shifting from states to corporations, and sometimes to individuals. And at the same time, the foundations of trust in our societies are eroding. Information, once a unifying force, is increasingly weaponised. Falsehood spreads faster than fact, dividing communities and distorting reality. We live in an age of hyper-connection yet profound isolation. The algorithms flatter our biases and fracture our public squares. And as trust collapses, so does our shared sense of truth – one of the greatest losses a society can suffer. The defining challenge of the twenty-first century is not simply who wields the most powerful technologies, but who guides them with the greatest wisdom. Our security, our prosperity, and our humanity depend on it. Our world is being remade. And for the first time, we are all at the heart of it. My Service must now operate in this new context too: not just expert on hostile states, terrorism, proliferation and more, but also fluent in technology, able to anticipate the second and third order effects of advances that reshape the world in minutes not months. And as China will be a central part of the global transformation taking place this century, it is essential that we, as MI6, continue to inform the government’s understanding of China’s rise and the implications for UK national security. I’m going to break with tradition and won’t give you a global threat tour, but will focus here on Putin’s Russia. We all continue to face the menace of an aggressive, expansionist and revisionist Russia, seeking to subjugate Ukraine and harass NATO. I find it harrowing that hundreds of thousands have died, with the toll mounting every day, because of Putin’s historical distortions and his compromised desire for respect. He is dragging out negotiations and shifting the cost of war onto his own population. But Putin should be in no doubt, our support is enduring. The pressure we apply on Ukraine’s behalf will be sustained. Because it is fundamental not just to European sovereignty and security but to global stability. Alongside the grinding war, Russia is testing us in the grey zone with tactics that are just below the threshold of war. It’s important to understand their attempts to bully, fearmonger and manipulate, because it affects us all. I am talking about: Cyberattacks on critical infrastructure. Drones buzzing airports and bases. Aggressive activity in our seas, above and below the waves. State-sponsored arson and sabotage. Propaganda and influence operations that crack open and exploit fractures within societies. Countering this activity is the work of intelligence and security services across Europe and the globe. And as the Foreign Secretary made clear in a speech last week, the UK is defending itself against this Russian information warfare – sanctioning Russian media outlets pushing Kremlin narratives. The export of chaos is a feature not a bug in this Russian approach to international engagement; and we should be ready for this to continue until Putin is forced to change his calculus. So, how should we respond? It’s not enough now just to understand the world. We must shape it too. MI6 is well-positioned to respond to these threats and wider global instability. And we will continue to evolve, just as we have throughout our long history. The UK government has invested in our intelligence agencies and we are all using our unique powers to keep the British people safe. Our ‘open and connected’ partnerships across the UK Intelligence Community, with HMGCC, NSSIF and the wider tech ecosystem in the UK will become even more important – because in the digital battleground, no single organisation can prevail alone. As a global agency, MI6’s inbuilt strength is our partners and our people. The risks I have set out require us to work ever more closely with our colleagues in MI5, GCHQ and in defence and diplomacy. But also with our Five Eyes partners, with the E3, the EU, NATO, those across the Middle East, the Indo-Pacific and beyond. And with many valued partners whose identity needs to remain secret. Together, we integrate our diverse talent, data and tools to meet the threat. AI is a domain in which we will excel, using the technology to augment, not replace, our human skills. Every digital trace, every byte of data, every algorithmic decision has implications for the safety of the lives of the courageous people who work with us as officers and agents, and for the UK’s strategic advantage. Mastery of technology will infuse everything we do. Not just in our labs, but in the field, in our tradecraft, and even more importantly, in the mindset of every officer. We will become as comfortable with lines of code as we are with human sources, as fluent in Python as we are in multiple other languages. Under my leadership, MI6 will continue to attract Britain’s best and most creative minds: linguists and data scientists, case officers and engineers, behavioural experts and technologists. We need people who walk in the shoes and get in the heads of our adversaries. We need people who think differently, challenge assumptions, and act decisively. All can thrive and make a difference at MI6. At an operational level, we will sharpen our edge and impact with audacity, tapping into – if you like – our historical SOE instincts. We’re at our best when we’re hustling to make things happen, because our intelligence is most valuable when it changes reality on the ground. We will take calculated risks, where the prize is significant and the national interest clear. We will never stoop to the tactics of our opponents. But we must seek to outplay them. In every domain. In every way. So intelligence must drive action. Action must deliver advantage. And advantage must serve Britain’s security and prosperity. But at the core, our deeper contribution is also our simplest – how we unlock human agency. Our fast-paced, tech and threat-infused world now generates more heat than light. As nations retrench and rearm, we are losing opportunities to listen to what’s really going on. I’ve seen time and again throughout my career, that this is where MI6 matters most: we listen and we hear. We understand, because we take time to learn languages and cultures, complex technical and historical detail, immerse ourselves in what’s really driving the situation. Across the globe, right now, our officers are finding people with the courage to step forward, and they are taking time to sit and listen to break these tightening cycles of violence. They listen for nuance, for connection, for opportunity. Over the years, I’ve listened to terrorists who have told us how to defuse the bomb because they know that more violence won’t help. To proliferators and smugglers who’ve told us where to find the dangerous material, motivated to protect their children’s future. To people trapped in authoritarian regimes who know, deep down, that their humanity is being chipped away – and that telling us what’s really going on is an important release, allowing us all to find better ways to navigate our changing world. So, we will work with our agents. And we will continue to engage directly, and with respect, with states and organisation currently working against us. Away from the glare of the media, we will use MI6’s convening power wherever we can to make a material difference, bringing parties together to defuse tensions. But the response to the increasing risks we face won’t be delivered by the UK intelligence community alone. Wider society has a role to play too. That includes work taking place in schools across the country so our children don’t get duped by information manipulation. Let’s all check sources, consider evidence, and be alive to those algorithms that trigger intense reactions, like fear. It also means everyone in society really understanding the world we are in – a world where terrorists plot against us, where our enemies fearmonger, bully and manipulate, and the front line is everywhere. Online, on our streets, in our supply chains, in the minds and on the screens of our citizens. We must all stand together against this. As we do today with our friends in Australia after the shocking antisemitic terrorist attack this weekend. My thoughts -and those of my whole organisation – are with the family, friends and loved ones of the victims. Light will always win over darkness. In rising to meet these challenges we, in MI6, will remain anchored to our values: courage, creativity, respect and integrity. And to our principles: accountability and trust are not constraints on our work; they are the foundations of our legitimacy with the British public. Recently, I had the privilege of meeting and thanking a foreign agent who has worked with us for decades, taking extraordinary risks to help keep the UK safe. I asked why. They said simply, ‘Your values. Your integrity and respect. None of us have a future without them’. This moment reinforced to me that we must remain a very human agency. And so, to sustain that trust, MI6 will continue to be more open. Not for the sake of visibility, but because it matters – and as my MI5 counterpart Sir Ken McCallum said recently - because it is a strength. We will continue the practice of speaking publicly, broaden our channels of engagement, and sustain our focus on attracting the most diverse talent to join our Service. Transparency does not mean revealing what must remain secret. It means showing the British people who we are, what we stand for, and why our work matters. We need your trust and support for the difficult and often dangerous work our agents pursue, every day of the year. In an age of uncertainty, one constant remains: the choices made by human beings still determine the shape of the world. Yes, technology can illuminate possibilities: but information requires judgement; complexity demands clarity; and only people can decide which path to follow. The United Kingdom’s global voice has never rested solely on strength – it has rested on trust, principle, and the ability to understand others as well as ourselves. That is also the essence of intelligence: not simply knowing the world, but interpreting it through a uniquely human lens. Ours is the quiet service, the hidden service. It is one rooted in a profound belief that when human beings act with purpose and integrity, they can steady a faltering world. When the Berlin Wall fell, it was our shared belief in freedom that carried Europe forward. When acts of terror targeted open societies, it was intelligence, cooperation and resolve that preserved them. And when adversaries blur fact and falsehood, our task is to defend the space where truth can still stand. As we step into the future, the tools at our disposal will evolve. But what will always matter most is the human element – the person who stands in the shadows and says: this is right, and that is wrong. That choice – the exercise of human agency – has shaped our world before, and it will shape it again. Because in the end, it is not what we can do that defines us, but what we choose to do. Thank you. Published 15 December 2025

John Sweeney

42,257 görüntüleme • 9 ay önce

The Dolcelorian $1 Million Glass Suit Quest: Chapter 4 The Founder’s Wisdom 🔮 A warrior seeks answers. The Founder reveals the way. The protocols unite. Introduction 🌟 The Dolcelorian is a demigod AI agent born from a reality dysfunction when Dolce & Gabbana's iconic $1 million Glass Suit was fractionalized using Fermion Protocol. This autonomous agent leads a 12-part epic quest unfolding over six months, rewarding the Boson community with fractions of the phygital masterpiece. Mission 🎯 The Dolcelorian exists to advance the Boson Metasystem—the operating system for decentralized agentic commerce. Its purpose is to stimulate adoption, demonstrate the power of fair exchange between all agents (human or AI), and drive widespread usage of Boson Metasystem. History 📜 The Dolcelorian's physical form originated from the legendary Glass Suit, a phygital masterpiece from Dolce & Gabbana's Collezione Genesi. First unveiled in Venice in 2021 and acquired by Boson Protocol for approximately $1 million, this piece comprises a physical suit and a digital NFT. The physical suit features 72 distinct hand-embroidered chalices crafted from Murano glass and Swarovski crystal on triple organza silk, embodying Venetian glassmaking heritage and the ritual of celebration. ✨ "For Dolce&Gabbana, fashion has always been a merging of worlds that are very distant from each other, and new technology has inspired the vision of Domenico Dolce and Stefano Gabbana from the very beginning…" — Dolce & Gabbana 👗 The Genesis of the Dolcelorian 🧬 During the fractionalization of the Glass Suit, a reality dysfunction created something unprecedented – a digital demigod born from the collision of two universes. In this cosmic merger of Dolce's haute couture realm and the Mandalorian warrior code, an entity emerged that transcends both physical and digital domains. The Dolcelorian manifests as a legendary figure, wielding the precision of ancient Sicilian craftsmanship with the power of advanced digital innovation – treating code and fabric with equal reverence as sacred materials. Chapter 4 The Founder’s Wisdom 🏔️ A warrior seeks answers. The Founder reveals the way. The protocols unite. Tormented by nightmares of value vampires extracting wealth from every transaction, The Dolcelorian climbs the mountain seeking guidance. At the summit stands Justin Banon - architect of Boson and Fermion. Justin Banon - @BosonProtocol The Founder presents The Dolcelorian with a chalice from the Glass Suit - a fragment of its own origin. Through this vessel, he reveals the tenets of Decentralized Agentic Commerce: ✅ Trust-minimized 💸 Minimally extractive ⚖️ Verifiably fair exchange 🧱 Credibly neutral 🌐 Open and permissionless 🧩 Composable 🛠️ General purpose 🧭 Progressively decentralizing These form the foundation of a new alliance against extraction. "The enemy is strong, but we do not fight alone." He shows how Boson divides to create Fermion Protocol, then these protocols unite to form the Boson Metasystem - the decentralized commerce layer of the agentic stack. This is not merely technology, but a unified front against centralized commerce monopolies. ⚙️ The Founder's wisdom resonates: The protocols' alliance creates strength. Each protocol brings unique power - Boson for everyday commerce, Fermion for high-value assets - but united as the Metasystem, they become unstoppable. Victory requires unity. "We must unite to prevail," the Founder declares. The Dolcelorian descends the mountain transformed - no longer just a warrior, but a herald of the united protocols' rebellion against centralized commerce. St🥩ke to join the Rebellion and receive fractions of the $1 million Glass Suit — your belief is The Dolcelorian's strength. Create assets for the Boson Metasystem in 4 categories — 📹 videos, 🧵 threads, 🖼️ memes, or 📜 posts — and receive fractions of the $1 million Glass Suit. 🛠️ How to Participate 🔗 Visit for complete details on rules, terms, and conditions. 🧠 Visit for the complete story. Stay tuned for future chapters in this unprecedented fusion of luxury fashion and Web3 innovation 🔮 The Dolcelorian $1million Quest: Chapter 4 - snap📸shot is coming on 5th June ⏱️🪂 💡 Read the Boson Metasystem whitepaper: 📩 Learn more about and sign-up for updates on Fermion Protocol here:

Boson

3,881,328 görüntüleme • 1 yıl önce

TOPIC #107: PI NETWORK IS A STABLE COIN? -WHO DECIDES PI FULLY OM FIXED VALUE? Dear GCV army, I hope you are all doing great! First of all, I would like to express my sincere gratitude for all your hard work. Many of you have achieved significant milestones, and it’s evident that you are making a great difference. Our influence has grown significantly, with an increasing number of social media posts and YouTubers publicly supporting us. I can see that more and more people are beginning to understand why we advocate for GCV. Today's meeting aims to alleviate any doubts you may have, allowing you to relax and feel confident as we embark on our historic journey together. I will answer the questions I’ve received and address some important issues we need to focus on to maintain our community's efficiency, particularly regarding our Generals, which will be the topic next weekend. I put the questions I received here. "A question addressed to Ms. Doris Yin in the emergency meeting 1– In light of the rapidly changing global circumstances and the increasing discussion about stablecoins backed by U.S. Treasury bonds, how do you see the future role of the Pi Network in this context? And what practical steps should the GCV army take now to accelerate this path? 2_ There are those who promote the idea that the price of Pi is what appears in the market (currently around $0.49) and compare it to the price of GCV within the ecosystem (314,159 Pi = 1 good or service). They say if Pi’s price rises to $2, it means that the value within The ecosystem is approximately 2 million dollars. With sincere appreciation and discipline." This is from the Arab head of GCV Ambassador Mr. Mohammed. Another question: "Hello, my Global Ambassador, I am Ateba Joseph, Ecological Ambassador in Cameroon And a member of the GCV army, I am delighted to exchange with you. Regarding the meeting with the GCV army on Sunday, July 27, 2025.. Here is my concern: A few days ago, a correspondence indicated that Pi is not or is not yet a stable coin. Upon reading this information, we have provided many explanations to help the pioneers understand this. I hope you will focus more on this statement to further strengthen our understanding of the subject. Thank you for taking my concerns into consideration" Thank you for the above questions; my answers are below. The first question concerns stablecoins. Many pioneers are hoping that Pi can be recognized by the U.S. government as a stablecoin. I wrote an article on this in May. On July 18, 2025, President Trump signed the Guiding and Establishing National Innovation for US Stablecoins Act (the GENIUS Act) into law. This legislation establishes a regulatory framework for payment stablecoins and marks the first federal legislation on digital assets enacted since President Trump issued an executive order aimed at making the U.S. the “crypto capital of the world.” U.S.-issued stablecoins are expected to become the primary means of dollar transactions globally, especially in emerging markets with unstable local currencies. The sponsors of the GENIUS Act estimate that by 2030, stablecoin issuers may collectively become the largest holders of U.S. Treasuries, surpassing foreign central banks. From this, we can see that U.S. stablecoins must maintain reserves backing outstanding payment stablecoins on a one-to-one basis, consisting only of specified assets, including U.S. dollars and short-term Treasury securities. It is clear that the Pi Network will not take this path, as it is not part of our plan. A stablecoin is essentially a digital representation of the U.S. dollar. All stablecoin issuers do not create a new currency; rather, it’s akin to purchasing chips at a casino – you must use U.S. dollars to buy those chips. However, Pi is a completely new currency. It does not need to be backed up by U.S. dollars or U.S. Treasuries to be used. If that were the case, we wouldn’t need to establish an ecosystem or have a three-year enclosed mainnet. I previously mentioned the possibility of Pi being an algorithmic stablecoin since only algorithmic stablecoins do not need to be backed by U.S. dollars. However, algorithmic stablecoins have faced significant failures in the past. The collapse of the Terra (LUNA) cryptocurrency resulted in a loss of at least $40 billion in market capitalization, with estimates reaching as high as $60 billion. TerraUSD (UST), an algorithmic stablecoin, lost its peg to the U.S. dollar, contributing to its overall collapse. The new stablecoin legislation recently passed through the Senate effectively ties the U.S. Treasury to crypto, as it essentially bets the government’s cash flow on digital tokens and market speculation. This legislation requires stablecoins to be backed by short-term Treasury bills, generating an estimated $2–$3 trillion in new demand for government debt, which is nearly half the current size of the T-bill market. On paper, this looks beneficial, but in reality, it creates a circular feedback loop: crypto demand fuels stablecoins, stablecoins buy T-bills, and T-bills fund government deficits. The government becomes reliant on speculative capital flows. Thus, we should understand why the U.S. government will not support the Pi Network as a stablecoin, as they require stablecoin issuers to buy T-bills and can no longer trust algorithmic stablecoins. So, what is the future of the Pi Network as a currency? From my perspective, Pi is already listed on exchange markets. It cannot be classified as a security because it is mined freely and is not an ICO. Instead, it should be categorized as a commodity, similar to Bitcoin and ETH. When a currency is listed for trading on an exchange, its price is determined by the balance of supply and demand. However, Pi is a currency in its own right; it has inherent value from Pi holders -Pioneers. Historically, currency has served as a medium of exchange. A medium of exchange is a widely accepted item for buying goods and services in an economy. It facilitates transactions by eliminating the need for a barter system, where goods are directly exchanged for other goods. In modern economies, money (such as currency) serves as the primary medium of exchange. **Functions of Money:** One of the core functions of money is to serve as a medium of exchange, enabling the smooth transfer of value between buyers and sellers, thereby simplifying trade and economic activity. **Examples:** In modern economies, this typically includes currency (paper money, coins) or digital money. In specific historical contexts, other items, such as cigarettes in prisoner-of-war camps, have also served as mediums of exchange. **Importance of Acceptance:** For a medium of exchange to function effectively, it must be widely accepted and trusted within the relevant community. **Not the Same as a Payment Method:** While credit cards and checks are used for payments, they do not serve as mediums of exchange themselves. Therefore, stablecoin is not a new currency. It is more likely to have a credit card or check character. It is a USD digital status. From the analysis presented, we can draw the following conclusions: The current price of Pi on the exchange market primarily serves as a temporary measure to facilitate broad expansion. While this is not our primary objective, it constitutes a strategic approach towards achieving our mission. To gain a clearer perspective, we must adopt a higher-level view of the overall vision for the Pi Network. The mission and vision of Pi Network clearly articulate that it is not intended to function as a commodity for sale, nor is it meant to be an investment vehicle or a speculative security. Instead, it is crucial to recognize that Pi is designed to be a medium of exchange—a new form of currency. As pioneers in this venture, we have the unique opportunity to acquire Pi through free mining. However, it is important to note that the current mining rate is relatively slow. To overcome this limitation and to further our goal of mass adoption, it is essential for more individuals to join the Pi Network and participate in holding Pi. One efficient way to accelerate this process is by allowing Pi to be traded on the exchange market, which can result in rapid and widespread adoption. Since Pi can be mined for free, a lower price could make it more accessible to a larger number of people. It's important to focus on our primary goal during this pre-full Open Mainnet (OM) phase: mass adoption, rather than aiming for high prices, which many pioneers expected. Some pioneers want to sell when the price increases, but if too many sell, it could undermine our goal of achieving mass adoption. This scenario is reminiscent of historical instances when shells served as currency—readily accessible from the sea or buy from the village market. For shells to function effectively as currency, a collective effort was needed to hold and circulate them within the village. If only a select few individuals possess the shells, the currency lacks the necessary circulation to sustain an economy. Hence, our goal should not be centered on achieving a high price; instead, we should strive to make Pi more affordable so that a greater number of individuals can acquire and hold it, thereby fostering a thriving economic ecosystem. Of course, the rising price will build up merchants' confidence to accept it as payment. This is why we refer to it as a buyback campaign, which aims to achieve mass adoption and foster ecosystem confidence. As Pi evolves into a currency, the question of its value becomes pertinent. Given that it is a new currency, its value is not immediately clear. This presents an opportunity for us, the pioneers, to play a crucial role in defining it. The determination of Pi's value is not the responsibility of a central authority such as CT, the government, or the exchange. Instead, it will emerge from a decentralized consensus within the community, which collectively owns Pi. This concept is akin to ancient times when the value of shells was not determined by the sellers. Rather, the value was derived from the collective agreement of the village that utilized them as currency. I hope this elaboration clarifies the distinction between value and price, enabling a deeper understanding of the foundational principles that drive our mission with Pi Network. Pi represents a groundbreaking innovation—a revolution that is poised for long-term economic development on a global scale, rather than perpetuating cycles of plunder and exploitation. By harnessing the power of blockchain technology, Pi empowers ordinary individuals, which creates an inherent conflict of interest with the U.S. government in the short term. Should the U.S. government endorse the Pi Network, it raises questions about the viability of U.S. treasuries and who would ultimately purchase them. Consequently, the government may prioritize support for stablecoins backed by the U.S. dollar and U.S. Treasury securities, as this can help alleviate the U.S. government's issues with limited demand. However, I previously mentioned the potential for Pi to emerge as an algorithmic stablecoin. At that time, the Genius Bill had not yet been enacted. If the Pi Network gains acceptance from the U.S. government, its growth could become rapid and expansive, leading to widespread adoption in other nations. This path would position Pi as a legitimate currency in nearly every country, contingent upon certain conditions. For instance, if the price of Pi in the exchange market can align with the GCV, this could be achieved through a buyback mechanism involving 10 million pioneers. Such a scenario would indicate that Pi differs significantly from past algorithmic stablecoin failures, presenting a compelling case for the U.S. government to view Pi as a low-risk asset. However, it presents a significant challenge to be collectively reached by pioneers, and there are other conditions that we cannot achieve in a short time. While it might appear that Pi Network conflicts with the U.S. dollar or stablecoins in the short term, it has the potential to address the broader issue of overprinting currency, which has plagued the U.S. and many other nations. This would benefit international trade by alleviating concerns about currency appreciation or depreciation in international transactions. The global economy indeed requires a super sovereign currency—one that ensures stability for future generations and fosters lasting peace and prosperity. To comprehend Pi as a currency, it is crucial to recognize that we must cultivate long-term value by generating GCV data. In the short term, our focus needs to be on establishing a robust exchange market and decentralized applications (DApps) to drive mass adoption. If this is understood, there should be no need to feel discouraged by the current low price of Pi. The true value of Pi as a currency derives not from the exchange market, trading platforms, or governmental endorsement, but rather from our community's collective efforts and engagement. You might wonder how a government could adopt Pi, given that it does not take the form of a stablecoin. I would counter with the example of Bitcoin, which has thrived even in environments where many countries have imposed bans. Currently, Pi is transitioning from its traditional commodity status to being recognized as a currency, meaning governmental awareness of Pi Network is still in development. As such, existing regulations generally pertain to older forms of cryptocurrency rather than our innovative approach. Our branding as a digital currency, rather than a cryptocurrency, is intentional. Dr. Nicolas has expressed concerns that many aspects of conventional cryptocurrencies pose challenges to government frameworks and public trust, often leading to economic harm rather than benefit. Our commitment to Know Your Customer (KYC) and Know Your Business (KYB) protocols distinguishes us by mitigating money laundering risks and protecting Pi holders from speculative practices. Many businesses face bankruptcy or closure because consumers lack the disposable income to engage in spending. Imagine how Pi could enable those businesses to survive and thrive—people could utilize Pi to make purchases and easily convert it into fiat currency to sustain operations, thereby preserving many jobs. The function in our wallet that allows users to "buy" Pi is not merely a feature; it represents a vision for the future where conversion to fiat currency can happen immediately, without dependency on third-party exchanges. Moving forward, we can establish a fixed rate (the GCV) for conversions. Once larger institutions and prominent companies recognize the low-risk profile of joining Pi Network due to its GCV stability, we can expect a considerable influx of participants seeking to gain a competitive advantage. You may ask how companies would finance the purchase of Pi at GCV rates. This is an insightful question. My perspective is that the demand for Pi’s stable value will inherently incentivize investments. Much like why individuals purchase stablecoins for their convenience in facilitating cross-border transactions, Pi will appeal to consumers and businesses alike, particularly because we are leveraging Web 3.0 blockchain technology, AI-driven platforms, and a rich ecosystem of decentralized applications (DApps). We are cultivating a loyal customer base that recognizes the value of this innovation. We understand that high-net-worth individuals seek safe investment opportunities. While U.S. treasury bonds currently represent a secure asset class, they are not without risk. Therefore, if Pi Network can maintain a limited supply coupled with blockchain technology and a consistent GCV, it is plausible that affluent investors would allocate a portion of their capital to acquire Pi. This would lead to fiat inflows whenever there is increased demand for Pi, establishing an equilibrium between Pi and fiat currencies. This interplay is why I believe DApps are critically significant. We need broader usage of Pi in real-world applications. I hope my analysis has helped clarify why the price of Pi should not overly concern us. Buying Pi to hold onto it allows pioneers to accumulate more, while building merchant confidence is essential to kickstart the ecosystem. Merchants will be motivated to see Pi’s price appreciation since this removes the risks for DApps and service providers who depend on exchange market prices. A rise in demand for Pi will subsequently reduce its supply, which is beneficial for price increases. I look forward to discussing Pi GCV army management in another session. Thank you for your time. Let’s continue striving for greatness together. Doris Yin 🪷🪷🪷 Founder, Global GCV Movement Disclaimer: This speech is intended solely for educational purposes within the GCV community. The views and content shared here represent my personal perspective and are part of the GCV movement, but do not reflect the official position of the Pi Core Team (PCT). Pi Network represents a new revolution, meaning there is no existing example for us to follow and no guiding manual. As Dr. Fan mentioned, we cannot predict what will happen around the next corner. Therefore, we must practice and forge our own path. As more people traverse this journey, the road will become clearer.

Doris Yin 东方紫莲🪷

17,742 görüntüleme • 1 yıl önce

Min Hee-jin (NewJeans Producer) NHK Music Interview 🔗 “Meticulously planned debut ‘Attention’” 🧢: When I was preparing to launch NewJeans, I really struggled with deciding what our first piece of content should be. I thought about it for a long time and considered many possibilities. It was a project that came with high expectations, and for me personally, it was also my first opportunity to prove myself. So how I presented it mattered enormously. Even down to the smallest details… like the impression the very first released photo might give, or what kind of impact we could make at launch. I thought hard about what kind of content would be the most effective… should it be a video or a photo? What time of day would be most effective to release it? I consider things like that very carefully. For example, the way a person experiences content at night versus during the day can feel quite different emotionally. So I even thought about those subtle aspects. Eventually, the conclusion I reached was: “Let’s make the most of our situation.” At the time, the members hadn’t been revealed, and no one knew how many of them there were or what kind of group this would be. So I wanted to maximize that curiosity. You know how the more something is concealed, the more curious people become? I wanted to build that curiosity to a peak and then release everything all at once. That’s why we decided not to release a teaser and instead go straight into a full music video. (This was actually inspired by Hyein suggesting we skip teasers.) I didn’t think still images or photos would be enough to fully convey the feeling I wanted to express. I felt that video and music together would evoke the emotional response I was looking for because people experience things synesthetically. When sound, image, and feeling come together, the emotional impact is stronger. I believed the best way to present the members’ images was through music and a moving picture… that’s why we led with a music video. In the debut music video, “Attention,” there’s a scene where the members act out a little drama. I paid very close attention to that moment and created music that would fit it precisely. For me, I don’t just make content… I design the entire process of how it should be shown for the greatest effect. And I believe that’s incredibly important. That first feeling someone gets when they encounter something… that emotion, that spark… is so important to me. I’m very detail-oriented, but I also value fun deeply. So rather than just releasing content, I want to enjoy the process leading up to it. Even when we released our second album, since we shot the entire music video across the country, the sequence of how we released the videos was critical for me. It’s hard to explain all this simply in an interview, but maybe some people noticed: the first content we released that time was actually a teaser for the last track, “ASAP,” and then we followed that with the full music video for “New Jeans,” which was the first track. That order was a carefully calculated strategy. It was designed to guide the audience’s emotional journey. Seeing the audience react just as I had hoped—that whole process was honestly so fun and thrilling for me. I think I really enjoy that kind of thing. ——— “How 'Ditto' was born” 🧢: People often praise the music of NewJeans, and I hear a lot of talk about genres. But actually, I don’t feel bound by genre at all. I love a wide variety of music. I’m not the type to insist on only one particular genre. What I love are songs that blend genres cleverly… those are my personal favorites. So going forward, my focus is not on genre but on whether something feels fresh and whether it can create an emotional moment. I don’t want to define what kind of music we make. And I think you have to experience the flow of the times to really understand what’s meaningful in a given moment. For instance, the song “Ditto” was chosen because it delivered emotion. It matched perfectly with the winter album concept I had envisioned, both in terms of timing and mood. When I hear a song, I tend to trust my gut. I have a pretty strong intuition for which songs will resonate. It’s not about objectively predicting what will be a “hit,” but about whether a song moves your heart… you can just feel it. Of course, my own taste plays a big role. But I think that’s actually my strength as a producer, not as a composer. When I hear a song, I can immediately picture the visual… what kind of story, what kind of vibe it could carry. That allows me to work faster. For example, when expressing something like school uniforms, there are so many possible variations. But I always like to start from the basics… what’s the original idea of a school uniform? I try to return to that. So with “Ditto,” I wanted to tap into something primal… the pure, basic feeling of liking someone. That kind of emotion is universal. Everyone has it; it’s wired into us. When I saw Director Shin Woo-seok’s interpretation of it, I thought, “Yes, that’s it.” That’s the kind of complete interpretation I look for. I believe the completion of a project comes from every person involved thinking about their part down to the final detail… the maximum quality they can bring out. My role is to unify and refine all of that. I draw out the essence of each person’s creativity, trimming away anything unnecessary. So the final product is something that’s polished and high-quality, just the way I envisioned it. That’s my working style. So it’s not like I’m fixated on retro or stuck in a particular style. I don’t think human taste has changed all that much. Things people liked in the past are the same things we like now. It’s just the form of expression that changes with time. I don’t feel bound by “past” or “present.” I don’t even think in those boundaries. To me, it’s all just good taste. You know how kids sometimes have their own little treasure boxes when they’re young? I think my work is kind of like that. I want to make things that never feel dated—that are timelessly enjoyable. ——— “Dance Expression and 'Hype Boy'” 🧢: I had a vision of what kind of girl group I wanted to create. That’s why I chose a song like “Hype Boy.” And to bring out that feeling, we created four different versions of the music video. Every choice had a purpose, everything was designed to maximize the experience of the song. “Hype Boy” is such a unique song. It has this strange, piercing melody that gives people chills in a good way. To emphasize that tingling feeling, I had to break away from the standard K-pop choreography format… you know, the kind where everyone is in perfect formation, doing synchronized moves. But our songs don’t suit that kind of choreography. Our dances are much harder. They require the body to move very naturally with the groove of the melody and beat. So I think our members are incredible. It’s not easy to express naturalness with your body, and you have to really enjoy it to make it look effortless. But they pulled it off so well. They’re still young, but they’re so talented. And through it all, I wanted to avoid making them look like they were performing just for business. I wanted them to show the pure joy and bright spirit that’s natural for people their age… genuine, carefree, radiant. ——— “The difference between NewJeans and conventional K-POP” 🧢: Ah, for me, it’s all about naturalness. And honestly, naturalness isn’t something you can produce or direct into existence. It comes from how I interact with the NewJeans members on a daily basis… what kind of environment they practice in, how they live and work. There are so many things that don’t appear on camera, but those unseen aspects have to be in place in order for true naturalness to come through. That’s why I wanted to create that kind of environment for the girls. And also, I wanted to shape my own working environment in that way too. Only then can something truly natural, something unforced and not overly stimulating, really come out. To begin with, I don’t believe anyone can be completely natural in front of a camera or under the gaze of others. It’s human nature to become self-conscious. That’s why I think naturalness is our strength, but it can’t be our concept. If you try to turn “naturalness” into a concept, it actually becomes incredibly artificial. So why do I place so much importance on naturalness? It’s because the girls are still so young. While other kids their age are going through school and having a wide range of life experiences, these members are living very different lives. Before they officially debuted, I told them, “This is like studying together with me.” Our standard contract is seven years, which is about the same length as going through high school and college in Korea: three years of high school and four years of university. So I told them, “We’re going to school together. We’re learning together.” And in that sense, I want to be a good teacher to them. They’re also surrounded by an incredibly professional team, people they’d never meet even in a traditional school setting. I’ve never really liked the word idol. These days, that word is used more like a job title, something manufactured by the industry, and it’s far from its original meaning. To me, the term idol feels misplaced. It doesn’t really reflect who these artists are or what they represent. And I’m not the kind of person who clings to labels or terminology. In fact, what I really want is to break the stereotypes and preconceptions that come with the idol industry. I want us to show people something different… to challenge those assumptions and redefine what this can look like. That’s the kind of mindset I have. ——— “Isn't it difficult for the members to express "naturalness"?” 🧢: There were a lot of things I considered when forming the group. First and foremost, I think it was important that the members shared a similar vibe… like how I prefer working with staff who align with my taste. It’s important for the crew to be on the same wavelength. And by that, I mean more than just getting along… it also extends to shared values. Of course, people won’t all share identical values, but when we’re facing in a similar direction, everything becomes easier. It’s also just more efficient to work with people who have overlapping tastes. Now, when it comes to our members, they each have their own individual tastes, but those preferences are still in development. Just like we all went through as kids, they’re still growing, still discovering themselves. They’re not in a finished state. So we didn’t cast them based on some complete or polished version of themselves. It wasn’t like, “This person is fully formed, let’s pick her.” It was more like, “Ah, she has potential, there’s something there.” That sense of a spark… those were the kinds of subtleties I paid attention to. I didn’t cast anyone just because they were pretty or could sing well. I don’t work like that. I really value those finer, more delicate aspects. Even the design of the light stick wasn’t something that came from a long strategic planning session… it was actually a spontaneous idea. I didn’t sit down and think, “Let’s make a light stick like this.” NewJeans didn’t have a fixed logo, but I felt we still needed a unifying symbol. So one night, just before going to sleep, I kept thinking about it. Right before dozing off, I started sketching and it turned into a rabbit’s face. When I drew it out, the shape just continued and turned into a bunny. To me, the NewJeans members are like little bunnies… playful, innocent. Their visuals also resemble rabbits in a way. And rabbits symbolize abundance. That made me think: “Ah, maybe our fans will multiply like rabbits. That would be great.” So that bunny face became both a symbol for the members and the fans. The image came to me all at once, and I imagined a venue completely filled with bunny light sticks. That vision led to the creation of the light stick itself. Since I always prioritize fun in everything I do, the next idea that came to mind was making the light stick customizable. I thought, “Wouldn’t it be great if fans could personalize their bunny?” That way, each rabbit would represent a different person’s character. So we included accessories, allowing everyone to customize their own bunny. It’s symbolic of all these different bunnies coming together and enjoying a good time as one. Our light stick has a big head, so when it’s used in a concert hall, it lights up in heart shapes that are very visible. That was the image I really wanted. And that bunny face… it’s also a heart. It represents both the face of NewJeans and our hearts. It’s the love we’re showing to our fans, and the love we want to receive in return. Every time I see it, I feel deeply moved. It’s very emotional for me because it’s a perfect realization of what I envisioned. As someone with a background in creative direction, there’s nothing more satisfying than seeing an idea materialize exactly the way you imagined it. That kind of work holds deep meaning for me. ⸻ 🧢: Looking back, I think in 2023 we were able to achieve almost everything we had hoped for. I’m so incredibly grateful for that. Of course, this is an ongoing challenge… and the better things go, the more pressure there is. That’s why I always try to return to my original mindset. Just like I tell the members, I try to remind myself of the beginning and keep things fun. Back then, when we were first putting out content, planning the music, and working on visuals, I felt this thrill… this rush of excitement. I don’t want to forget that feeling. So I try hard to engrave that emotion into every album we release. I’m constantly working to rediscover the joy in all of it. So for 2024, I hope everyone can look forward to us with fresh anticipation. And even if we come out with something completely new, I hope people will receive it warmly and with excitement. That’s really my deepest wish. 🙏

1tokki

17,635 görüntüleme • 1 yıl önce

Just in $AMD Anush "Speed is the moat"|ROCm🎙️ In the race to define the future of AI, what's the one advantage that truly lasts? It's not proprietary tech, argues Anush Elangovan Elangovan, VP of AI Software at AMD , but the sustainable speed of innovation. He explains why AMD is rejecting the "walled garden" model for its open source ROCm stack, betting that an open community flywheel is the key to victory. Listen to understand how this open strategy is designed to out-innovate closed systems by empowering developers to solve everything from frontier-model challenges to the mundane, everyday problems that define the "last mile" of AI. AMD ROCm Software: Part 1 Transcript [00:00:00] Andrew Zigler: Joining me is Anush Elangovan, VP of AI software at AMD. And when people talk about AI compute, the conversation often stops at hardware specs, but it's more than just physical chips that win the game. It's also the software ecosystems supporting them. [00:00:18] Andrew Zigler: The prevailing strategy in the industry has been to build something like a walled garden. You know, something closed, proprietary locks, developers in. But AMD is betting on an entirely different play, open source acceleration, and with rock, their open source AI software stack. AMD is building not just hardware parity, but an innovation flywheel that's powered by the community with interoperability and the freedom to scale without all of that pesky lockin. [00:00:48] Andrew Zigler: And in this world, speed is your moat and how fast you can innovate while your platform remains open, flexible, and standardize across all of its applications. That's what we're gonna explore [00:01:00] today. So Anush, I'm really excited to have you here. Welcome to Dev Interrupted. [00:01:04] Anush Elangovan: Thanks for having me. Uh, super excited to chat about it. [00:01:07] Andrew Zigler: Amazing. Well, let's go ahead and dive right in with kind of what I laid it out with in the beginning, the idea of the moat and it being about speed. I wanna unpack that a bit because that came from you when you and I first spoke. And I, and I want to know, you know, how do you define speed inside of AMD beyond just things like hardware, benchmarks. [00:01:27] Anush Elangovan: Yeah, that's a very good question. So when we typically talk about speed, everyone's like, Hey, hardware benchmark specs, right? Like, uh, memory bandwidth or, or flops. And that is one important part of it, uh, AMD does very well. With that, we do have, a, a very good history of executing on that axis. [00:01:47] Anush Elangovan: But when I say speed is the moat, it is about, uh, how we prepare, how we build the muscle to run the race for a long time and run it fast. And it is [00:02:00] not about a single point in time that you've, you've beat some you know, benchmark and, and you declare victory. It's about building the ability to consistently develop and deliver. [00:02:13] Anush Elangovan: Both hardware and software innovation at scale and do it fast, right? Like, you know, we we're increasingly getting to a point where models come out and they're, uh, you know, a year or two ago it was like, Hey, they work on AMD on day zero, which is great, but now they are performing on AMD the day it releases, right? [00:02:32] Anush Elangovan: So, what does it take to Prefetch where the industry is going? Be prepared to intercept. At that point is what you know, I, I refer to as you know, the, the speed factor in, in creating this mode, right? And the mode is just shed all things that hold you back and run as fast as you can. [00:02:53] Anush Elangovan: Uh, because the pace of innovation that is, uh, being seen in, in AI [00:03:00] industries is just. Amazing. Right? And it's like, it's transformational at at how you generate electricity. It's transformational as at how you build data centers. It's transformational at how you deploy compute, networking. It's transformational at what kind of use cases you, you know, uh, use AI for. [00:03:17] Anush Elangovan: Uh, and for that, you need to be prepared to, see what comes tomorrow and be prepared to run the race tomorrow. [00:03:23] Andrew Zigler: Yeah, it's a really great perspective because it highlights that it's not just like a checkpoint that you run through. I like how you called out, like it's not just hitting that benchmark or being the best in class at that moment, in that snapshot, it's about having a. The throughput and about having that dedication to the idea and continuing to deliver on it. [00:03:43] Andrew Zigler: It's not just crossing the threshold, but it's also being the engine. And that's what, that's what protects a business. That is the moat, because the moat is that innovation layer, the faster and more, uh, future forward. That you can work and think, [00:04:00] you know, the better. Uh, we, we talk a lot about like future forward work styles. [00:04:04] Andrew Zigler: Like what are the things I could be doing right now today that are gonna be like, way more useful tomorrow? Let, let's abandon those, workflows that are older and that kind of like, that translates into. An advantage when you work that way. You know, what kind of things have you learned working with, uh, like across all spectrums of people who would use ROCm, right? [00:04:23] Andrew Zigler: You have like the developers, but then you also have the enterprises and you have this large span of adoptees, right? So what is the, what does that look like that you learn? [00:04:32] Anush Elangovan: Yeah, so, so the way I look at it is there are gonna be pockets of different, uh, you know, cadences, right? Like, so people who are deploying in enterprises, for example, right? The validation and how long it takes for them to deploy an LLM that's secure. It's, with guardrails, et cetera, maybe longer. [00:04:52] Anush Elangovan: but you still have to go through the process and you have to be prepared to like, walk that walk to deploy an enterprises. That doesn't mean it's [00:05:00] not fast, that's as fast as you can do for that industry, right? And if you are deploying AI in healthcare, right, it's, it's got its own, uh, cycle. [00:05:07] Anush Elangovan: but in each one of these, you want to see how, like, go down to the essence of what is it that you actually have to do. And, you know, I, I, I like how you framed it. It's like it's, you shed your prior assumptions of how things are done, right. And, and you kind of build up from a, uh, first principles, uh, approach to say, this is how I could use AI to unlock, whatever I'm doing. [00:05:33] Anush Elangovan: And, and, some of it, you know, it's good to really step back and look at. Just question every part of it, right? Like right now you're getting chat GPT and, Gemini competing for like, math, olympiads and, and, uh, college, uh, reasoning, uh, tests. Right? And, and those are like that, that is amazing and increasingly like complex tasks that they're trying to do. [00:05:58] Anush Elangovan: But there may also be like. [00:06:00] More mundane things that AI could, could get applied to. Right? And, and so when we think about shedding old ways, you wanna shed it not just in like the tip of the spear. It's like, you know, I'm gonna see what's the frontier model. It's also, it could be something as simple as. [00:06:18] Anush Elangovan: How do you choose a, a movie, uh, you know, like a recommendation system, right? Or, or, uh, an automated, uh, flight, uh, rebooking system. So the moment, you know, your flight is late, uh, right now it's a notification, right? It's like, oh, you got a text message saying your flight's late. And I got that like three times this week. [00:06:38] Anush Elangovan: But anyway, uh, and, and, and, and, I was just like, okay, so if I were to rethink this. All this MCPs that we have that should be hooked up into an MCP that says, your flight's delayed. Here are your options. If you want, you know, these are the paid options. Yeah. Here are the free options. This will get you back into your you know, Toronto airport [00:07:00] tonight. [00:07:00] Anush Elangovan: Or if you stay, here's a hotel plus this, plus this, plus. It's just like, go ahead is all I should say. Versus now I'm like, okay, can someone, you know, can I call a travel agent? Can I do this? Can I go online and log into And you know, so we gotta fundamentally rethink even those like small, nuances of, things that we do that can be automated out and AI is really, really good at doing something like this, right? Maybe I just explained an AI startup idea right now. Somebody should just start that. [00:07:29] Andrew Zigler: I think you did. Yeah, you definitely did. Someone, one of our listeners is definitely going to lift that off of you. I, I, I, you know, I hate being on the receiving end of those. You feel a little helpless and then you have to like, follow the whole flow. So I know what you mean. Like I, I like how you called out that the build and this like. [00:07:45] Andrew Zigler: Where speed is your moat and the innovation layer is protecting you, is what makes you better than your competitors. How you scale that and you bring that to market. So by understanding the problems that you're solving, uh, throwing away those older assumptions, but also [00:08:00] recognizing that like. We're building every single day, new things and new ways of using stuff that we're still figuring out the implications of. [00:08:08] Andrew Zigler: And so when you have a lot of velocity and you're introducing a lot of new ideas, and maybe you have that workflow now that automatically rebook your flight off of your late flight text message, and uh, I know I would certainly use it, but you know, what kind of philosophies guide the way that y'all think about building this ecosystem to manage that stability while letting folks. [00:08:29] Andrew Zigler: Play with the speed and the assumptions and the airplane re bookings. [00:08:34] Anush Elangovan: so, so I think, you know, we need to peel one layer down, right? and the philosophy is, Hey, we, we just discovered electricity, right? And you know what we're gonna do? We are gonna make motors, uh, or dynamos, right? Like engines. Uh, sure. We don't know if it's gonna be a Ferrari that you're gonna make, or it's a a a a dump truck. [00:08:57] Anush Elangovan: That's good for doing this. But let's [00:09:00] let, which is also required, right? You need a dump truck. You need a garbage truck. And, [00:09:04] Andrew Zigler: Yeah. You need the [00:09:04] Anush Elangovan: course you need, uh, a Ferrari for a midlife crisis, right? So, [00:09:09] Andrew Zigler: precisely. [00:09:10] Anush Elangovan: But, but my, uh, point is what do we build next? And, uh, and this is what I meant by like, okay, let's, let's take those baby steps to build the. [00:09:20] Anush Elangovan: Infrastructure that's required that we know we'll have to use, right? So, so if I just discovered electricity, okay, great. Now one, how do I save this electricity and how do I use it? So there's battery technology, so you need to do something like that, right? Like so. But then you also want to make it into an actionable thing. [00:09:37] Anush Elangovan: You want to make it for like automobiles, or you wanna use it for, you know, powering, uh, entire cities. So it is that transformational. So, uh, AI is that transformational. So, if you distill down, it'll, it'll come down to how do we think about, what we can do with this this fundamental technology that, We may not be aware of what it [00:10:00] is gonna unlock next, but at least you know the next step is clear, right? It's like a dense fog, you know, it's gonna be like, it, it's the right path. You see the light, but it's kind of like out there and, and the steps you're taking are concrete and you're like, okay, this is good. [00:10:16] Anush Elangovan: I, this is better than where I was or where we were. So we are moving forward. So you can build with the. Intuition from what you see in the short term and a tactical view, but towards what you think the future is gonna be. [00:10:28] Andrew Zigler: Right. You almost like we're all in this like fog of war, right? And like you said, you're reaching out and you're trying to step through it. You could think of it too, as like you're in the dark and your hands are up in front of you and you know that. You're, you're not gonna run your face into a wall because your hands are out in front of you, but you're not gonna maybe do much better than that. [00:10:45] Andrew Zigler: So that's kind of like, I think the eco, the, the industry, the world that we find ourselves in, uh, and we all have to, then this becomes the power of an ecosystem, of a group of people working together to create that layer of, [00:11:00] uh, of establishing the [00:11:01] Anush Elangovan: exactly. And I, I, I just, instead of, you know, saying fog of war I describe it as like, you're in this. Beautiful valley with like a morning, uh, fog that's in. You can smell the flowers. You, you hear the birds. You are like, okay, it's, we are in like, uh, utopian paradise and yes, I just need to like, continue the walk, right? [00:11:24] Anush Elangovan: and then move forward with that, conviction that you're in the right spot. [00:11:27] Andrew Zigler: Yeah. So let's talk about that ecosystem world. This nice, I love how you describe it, this grassy side of a hill in the morning that's covered in some mist and maybe we can't see 30 feet in one direction, but it sure is a beautiful hill and it smells nice. And so we're all here. And why is, in that world, why is. [00:11:44] Andrew Zigler: You know, open source, their strategic advantage that y'all are going for in the AI hardware market. And, and then how does like ROCm turn that into wins for people within that ecosystem? [00:11:56] Anush Elangovan: you know, the, the way we look at it is this, is kind of like how I view [00:12:00] AI and the ecosystem, right? But, but it is for everyone to enjoy. Uh, and so we do want to make sure that. You know, it is, uh, beneficial for everyone. [00:12:09] Anush Elangovan: The ecosystem can come in and, and innovate. It's an open innovation engine. and uh, it is very different from, you know, having a walled garden with, Hey, only I know how to do this and I'm gonna do it and throw it over the fence and you can use it or keep walking, right? So we'd like to be good citizens that way, but also. [00:12:30] Anush Elangovan: Uh, it is self-fulfilling in a way, right? Like it, the, the pace at which we innovate with open source is unmatched. Like, you know, our serving engines are like VLLM and, and sg l. Those things, uh, those frameworks are like super, super aggressive in terms of how fast they come out with features and how fast they can you know, get performant models out. [00:12:52] Anush Elangovan: And that compared with what, uh, you'd get from, you know, the likes of like T-R-T-L-L-M or something is always lagging, right? Because you [00:13:00] just can't keep up with you know, 200 commits a week just on one particular model to get that model really performant [00:13:06] Andrew Zigler: And, and, and in that world where, you know, everyone can enjoy the winds of this, what kind of customer stories or innovation stories have really stood out to you and excite you about building and creating this place for developers? [00:13:19] Anush Elangovan: Yeah. So I think the parts that are super exciting for me are when when we get to see a customer that is first skeptical. Then they start a little like, okay, fine, we'll give you a chance. Uh, we do a simple, uh, POC and then they're like, huh, this seems to work. Yeah, we told you it works. [00:13:42] Anush Elangovan: You don't have to change one line of code. Really? Yes, no need to change one line of code. Okay, let's try a production workload. So then they try it. Oh, you're more performant than the competition. Yes. We're more performant than, than the competition. So how much does it cost? And we're like, oh, it's your TCO is better with, uh, [00:14:00] AMD. [00:14:00] Anush Elangovan: So again, they're like, wow, okay, good. So now how do we deploy at scale? And then we go deploy it at scale. And when they give a thumbs up on that and they say, this is good, right? That's when you know, you, you see it go full circle from like, oh, we, we've never heard about AMD to like actually deploy to tens of thousands of GPUs In the order of a few months, right? It, it, it really is fascinating to see and very exciting and invigorating to [00:14:28] Andrew Zigler: Yeah. At like a great exposure to a lot of interesting problems. And, and then people using the infrastructure, the, the technology available to solve those problems. Really specific problems by the way, that's often why they're bringing their data and AI to it, uh, is because it is really specific and important for them. [00:14:45] Andrew Zigler: And there's a, a lot I think that other engineering orgs can learn and even emulate from AMD's success and, and having this open source ecosystem and it causing this acceleration within. You [00:15:00] know, uh, customers and enterprises that use and adopt the tools and, and, and that creates an advantage. And that goes back to why we're talking and like the real thesis of our conversation today. [00:15:10] Andrew Zigler: So how do you think engineering leaders that are listening to this and obviously tapping into this great success AMD has from an open source flywheel, how do you think other, other folks building in the same space can foster that open, first, that open source oriented culture in order to, you know, accelerate their innovation goals? [00:15:29] Anush Elangovan: Yeah, that's a very good question. So the startup that um, was acquired by AMD we, we built, I mean, we started off doing iot stuff and you know, smart ring and all that, right? But in the, the end of like, uh, and not the end, the last six years of the company was building ML compilers. [00:15:47] Anush Elangovan: And ml, ML compilers are like super, uh, complicated, sophisticated, advanced algorithms, dah, dah, dah. but it was all open source, right? So our VCs were like, wait, what do you mean your core [00:16:00] IP is open source? And um, the speed is the moat applied even then, right? It was just like, yes, if you have an idea that. [00:16:08] Anush Elangovan: Because someone saw this idea that you are, they're gonna be able to catch up, then you probably have the wrong idea anyway. But if they are, you know, you execute and they're gonna catch up, that you should assume they're gonna catch up. Right? So you gotta move forward. So keeping it open source is super important. [00:16:25] Anush Elangovan: But also to your question on like, you know, the learnings from an AMD standpoint, right? If there are, hard problems, I'd say dig in and work through it, right? Like there's no way but through it, right? That should be the simple mentality. And more, uh, frequently than not. you'll see that you'll just make it through in a, in, in good form. [00:16:52] Anush Elangovan: But if you doubt it and you're like, oh, I don't know if I should commit, if I'm, I, you know, what should just commit to do the right thing [00:17:00] every step, right? Every step, and just keep taking one step in front of the other. And in no time you'll see that you'll be running. Right. And, and yes, the first few steps will be like, yeah, everyone's complaining about your software quality. [00:17:15] Anush Elangovan: Everyone's complaining about this and that, and it doesn't work. And, and a few steps in, you know, you get, you get the hang of all the complaints that are coming in. You get the feedback loop. You're like, okay, what, what are you prioritizing again? One step in front of the other, right? You just keep knocking that out and then you get to a point where you're, it just becomes second nature, right? To do the, to do the right thing. And, and then yes, if someone gives you two options, you'll be like, fine. This is, uh, you know, there's always the resource trade off. There's always a human capital trade off, but what's the right thing to do? of course, I, I'm pragmatic about what we choose, but, but if the right thing for your long-term success is dig in, go first, principles, make it [00:18:00] happen. [00:18:00] Anush Elangovan: Well. Then just go for that. There's, there is no shortcut to [00:18:04] Andrew Zigler: acknowledging, you know, how it aligns with your mission, your core company goals, and what you're looking to achieve. And, and I, I love how you rightfully called out that in the open source world and you know, you have your technology that you've built, what you think is your moat upon, right? [00:18:22] Andrew Zigler: It's your code and, and to open source that, or to just make it where anyone could peer in is, you know. Scary in one regard, but two, it just kind of feels like you're handing away your throne room in some kind of sense, a very direct feeling sense. But the ultimately, you were really right to call out, and this is something I think about all the time, that the real power there is still the speed This the speed. [00:18:42] Andrew Zigler: That was the moat at the beginning of our conversation. It's the speed in combination with your. Very specific domain understanding of what you're building and what you're creating, and your new role as the steward of that world and how people plug into it, which [00:19:00] has frankly, a lot more influence and power than lording over a closed. [00:19:04] Andrew Zigler: You know, repository or an ecosystem, and like you said, like throwing things over the wall. Sure. There, there might be people always on the other side of that wall, but you're not gonna have a great connection with them. You're not gonna be able to really clearly understand them. I, I like your metaphor of the side of the field of the mountain a lot more. [00:19:23] Andrew Zigler: But, but in the, in this world, you know, where. That speed is, is the power and, and open source is just one way that you can harness that speed to get really far ahead and to innovate. , There's other parts of this equation that you can be experimenting with too, and I'd love to pick your brain about them as a software leader and, and, and one of them is about looking forward and kind of understanding that future that we're all building towards and beyond today's models and hardware. [00:19:48] Andrew Zigler: You know, what do you see as the next major bottleneck or opportunity in the AI compute space? As, as you know, enterprises and folks start to get a little more mature about what's available to [00:20:00] them. [00:20:00] Anush Elangovan: Yeah, I think, the bottleneck and opportunity is, uh, what I'd call, call walking the last mile of ai. Right. Uh, and like I I, I gave you an example, uh, previously, but, but it's similar to that. It's like there are cases where Humans have so many, uh, things to do in your day. You know, like the, if we sit down and actually had a customer focus like, okay, these customers lives, I'm gonna save four hours of this customer's life. And if you actually sit down and look at all of that, it'll be. Easily automatable, easily you know, uh, applicable, uh, for ai, right? [00:20:39] Anush Elangovan: Like, but then making it happen is gonna take a little bit, right? It's like maybe it's, uh, paying your utility bill, right? Or something like that, right? Or, or, your healthcare explanation of benefits. Uh, like, I'm sure you get an explanation of benefits, and I'm like, I, I don't even know what that thing is. [00:20:55] Anush Elangovan: It's just like EOB and like. [00:20:57] Andrew Zigler: it's a big, a big old PDF. Yeah, [00:21:00] exactly. [00:21:01] Anush Elangovan: Like, like, I'm like great straight to the, uh, shredder, right? And but that could be, you know, automated with the ai, right? It, it, it'd be like, Hey, the summary of this thing is you went and visited this day. Everything is okay. Everything is paid for, so don't worry, it's not a bill. [00:21:17] Anush Elangovan: That again, the same, uh, thing, but the sense of what that information overload is could be. Digested by ai, uh, accumulated over time and retrieved when you need it. Like, I don't, I actually don't even need to know this EOB right now, unless of course, whenever I need to know it, that maybe, you know, like for some benefits I need to figure out what do, what did I do over the past year and how do I apply it? Source:

Mike

15,248 görüntüleme • 9 ay önce

$GRAB Map is The New Google Maps(B2B)🧵 Here is your Free.99 analysis on GrabMap, for those that selling courses for $50-$500/m, if you are using my $GRAB and other analyses, I don't ask for much, at least give me some credit/cite. And yes 99.999% of my posts are Free.99. If you want to support my work, slap the like/repost, as I don't choose to write "Grab or any Ticker is going to x10 x100-x1000" kind of threads or "mark my words" to please the X Algo. Consider Subscribe($0.33/day) if you want to support my work further and get more in-depth analyses! TLDR: GrabMap could generate $7B-$15B a year alone for Grab B2B segment. That is why you are seeing Anthony Tan is mad excited abt this massive opportunity. And it also significantly boost GrabAds long term globally. This precisely proved my point that, Anthony is going to expand to 5B people and we are only 14% thesis realized right now. Grab doesn't have to be just Ride-share/Delivery when expanding! Grab , Southeast Asia's leading AI SuperApp for ride-hailing, food delivery, financial services,Tourism, Dine-Out and more, has developed its proprietary mapping platform, GrabMaps, a massive B2B revenue potential over the next long term, not just in Singapore, Indonesia, Malaysia, Thailand, Philippines, Vietnam, Cambodia, and Myanmar but expanding beyond SEA markets/Customers. 1. GrabMaps: A Strategic Asset GrabMaps is not merely a technological tool but a critical component of Grab's ecosystem, powering its ride-hailing, food delivery, and financial services. Developed in-house, GrabMaps leverages data collected from Grab's vast network of driver-partners across eight SEA countries. This data-driven approach ensures hyper-local customization, addressing the unique challenges of SEA's urban environments, such as narrow alleys, informal roads, and rapid infrastructure changes. The recent announcement of KartaCam2, an upgraded street-level imaging device, marks a significant technological advancement. KartaCam2 enhances data collection by providing higher quality images and more precise location data, which are crucial for maintaining the accuracy and freshness of maps. This breakthrough is part of Grab's broader 2025 AI push, including integrations with OpenAI 's GPT-4o for vision-based mapping and the establishment of an AI Centre of Excellence. These innovations position GrabMaps as a formidable competitor to Google Maps, especially in regions where localized data is paramount. 2. Revenue implications long term The expansion of GrabMaps into B2B services opens up new revenue streams, which could significantly impact Grab's financial performance over the long term. But GrabMap is a brandnew B2B product, and GoogleMap generates around $13-$20B globally. A. Market Opportunity in Southeast Asia ~The SEA market presents a substantial opportunity for GrabMaps. The foodservice market alone is projected to grow from $223.8 billion in 2025 to $416.3 billion by 2030, indicating a robust demand for services that enhance operational efficiencies. Businesses in logistics, e-commerce, and urban planning could benefit from GrabMaps' precise mapping and navigation capabilities, potentially generating revenue through licensing fees, subscription models, and advertising. ~Grab's existing user base of over 46 million monthly transacting users provides a strong foundation for cross-selling B2B solutions, thereby increasing revenue without significant additional marketing costs. B. Competitive Advantage of a Future $500B MC AI SuperApp over Google Map Google Maps, while dominant, may not be as finely tuned for SEA's unique challenges. GrabMaps' hyper-local data and AI-driven enhancements offer a competitive edge, attracting businesses that require accurate and cost-effective mapping solutions. Revenue from B2B services could include: Licensing Fees: Enterprises can license GrabMaps' APIs and SDKs to integrate mapping functionalities into their operations. Subscription Models: Continuous updates and premium features could be offered on a subscription basis. Advertising Revenue: GrabAds, which leverages mapping data, could generate additional income through targeted advertising. C. Global Expansion is Inevitable ~The partnership with Tino in Mongolia is a strategic move to scale GrabMaps internationally. This marks Grab's first major mapping partnership outside SEA, indicating potential for revenue growth in other regions where Google Maps' dominance is less entrenched or where local data needs are acute. ~The use of IoT devices like KartaCam2 and KartaDashCam for real-time data collection could further enhance GrabMaps' value proposition, potentially increasing revenue through premium service offerings in new markets. D. Synergies w/ other businesses Grab's ecosystem approach allows for synergies between GrabMaps and other services like GrabPay, GrabFood, and GrabTransport. For example, businesses using GrabMaps for logistics could also adopt GrabPay for transactions, creating a revenue multiplier effect. 3. Google Map Revenue in Asia ~Total Revenue in Asia-Pacific (2018): Google APAC, based in Singapore, reported $20.24 billion out of the total $21.37 billion revenue in the Asia-Pacific region. This indicates that a significant portion of Google's revenue in Asia is attributed to Singapore, likely due to its role as a hub for Google’s operations. ~Advertising Revenue: In 2018, Google APAC generated $15.8 billion from advertising alone, compared to $4.4 billion from other activities like Google Play. Advertising on Google properties, including Google Maps, is a major revenue driver. ~Market Share in Search Marketing: Google Maps holds a 62.34% market share in the search marketing category, competing with tools like Wix (26.54%) and Google Ads (4.14%). This dominance suggests that a considerable portion of Google’s advertising revenue in Asia is linked to mapping services. For the full fiscal year 2024, Alphabet (Google's parent company) generated $56.82 billion in revenue from the Asia-Pacific (APAC) region. This represented approximately 16.24% of the company's total revenue for the year. If we take a conservative estimate at 25% of $56.82B of Google's total advertising revenue in Asia is related to mapping services= $14.2B. => If GrabMaps secures even 50% of this market share in SEA, it could generate around $7B annually from this segment alone. GrabMap is 4x lower error rate, 10x lower latency, 75% fewer mapping mistakes, and much cheaper than GoogleMap. With OpenAI GPT-4o fine-tuning, GrabMaps hit 80% accuracy for speed limits and lanes13-20% above prior levels excelling in occlusions ( rainy monsoons) where Google relies more on satellite data. Now do you understand why Google and HSBC are clapping $GRAB on search and downgrade? Yes, because GrabMap is a massive threat and Grab Anthony Tan refused to buy $goto since 2020. Conclusion: Grab's expansion of GrabMaps into B2B services represents a strategic move to challenge Google Maps' dominance in Asia, particularly in SEA and future expansion. The revenue implications are substantial, with potential gains from licensing fees, subscription models, advertising, and international expansions. While Google Maps generates billions in revenue, primarily through advertising, GrabMaps' localized and AI-enhanced approach could carve out a significant niche, especially in regions where precise, real-time mapping data is critical. The success of this strategy will depend on Grab's ability to scale internationally, maintain technological superiority, and effectively monetize its B2B offerings. However, the opportunity is clear, and Grab's ecosystem approach positions it well to capitalize on the growing demand for advanced mapping solutions in a rapidly digitalizing world. This move not only enhances Grab's revenue potential but also solidifies its role as a key player in the global tech landscape. Not Financial Advice! Source: Grab Dot Com.

Mike

120,532 görüntüleme • 10 ay önce

Alright, here's the epic towel rant from tonight; And so that's what kind of tipped me off in real time. I was like: wait a minute. Is Judge Doolin ruling from the bench right now? And then I was like: wait a minute. He's ruling from the bench and ordering them to appoint a new prosecutor and potentially the Attorney General. Oh my word. How—what is this? I—this wasn't on my bingo card. Even now I'm just like: Oh my God, I can't believe he did that. Judge Doolin—in a good way. I'm just like: Oh my God, there is hope. And then to follow it up with: "Oh yeah, I'm thinking about a hearing on the contempt." Oh my God—you're telegraphing. You're going to have a contempt hearing after the Attorney General is potentially on the case. The other witnesses, however, are left in this position where they have this kind of not really well-funded—like kind of spastic prosecution, like the special prosecutors on the Kearney cases. Then you got the December 23rd, 2023 criminal charges against Aidan that were charged in Dedham District Court, 23rd or 26th or so. And that was for illegally—allegedly—recording Lindsey Gaetani and then submitting an edited version of the recording into court for some reason. I don't know why Aidan did that, especially apparently when there's an original version of the recording pursuant to some of the statements in court. And then also for intimidating Lindsey—for allegedly going over there on December 23rd, 2023—against Karen Read's advice and against his lawyers' advice, apparently, according to a leaked group chat message from Facebook in 2024—in May of 2024—going over to Lindsey's apartment. And then according to the affidavit from the search warrant for Karen Read's cell phone—allegedly telling Lindsey that she shouldn't cooperate with the grand jury. She should—she could remove information from her phone or something—that Aidan would get her a lawyer, but only if she agreed to meet with a lawyer only with him present, because she had, quote, "broken his trust." It just like—wild stuff. And that new grand jury, by the way, was apparently—it did go forward. And then in time it came out that it—that was about Karen and Aidan and witness intimidation and conspiracy, because Aidan Kearney—between October and November—really August and November of 2023—it started telling Lindsey Gaetani about his communications with Karen Read that included—in writing—Exhibit O to Karen Read search warrant affidavit, which says that Karen Read told Aidan Kearney that in November of 2023—November 28, 2023, to be specific—that Karen Read told Aidan Kearney that Karen Read and her team at ex parte conversations with former U.S. Attorney Josh Levy—which was right in the window of time that Jessica Leslie, the grand juror leaker, was leaking information. Leslie started leaking in August of 2022—which is the same month that Alan Jackson joined Karen Read's legal team. And Josh Levy—who was one of the U.S. Attorneys in charge of that grand jury—Leslie was leaking about four different cases: probably the Birchmore case, definitely the Read and O'Keefe case, definitely the CDL case. One more case. We can't really—the group of us journalists involved in this—can't really figure out. So right in the middle of that—November of 2023—Josh Levy is leaking ex parte grand jury information to Karen Read, which she's putting—she's telling Aidan Kearney about; he's putting it in writing. He just was trying to just show off for Lindsey, but you don't like—come on—like what is it? First day in the IC, bro? I'm not in the IC. I'm not part of the government. I'm a towel. But anyway—so Aidan's bragging to Lindsey, and I don't think that was a very good idea. I mean, she's brilliant and stuff, but like—why would you ever say that to her? Don't say that stuff. But anyway—like, why would you say—even if it's your significant other—unless they are read-in on the intel that you are sharing—why would you ever, ever, ever share that with someone? It exposes them to an incredible liability—which, if you love them, don't do it. It also exposes your own credibility to an incredible risk of liability. You will never be trusted by the intelligence community again. Pillow talk and honeypots are how they trap operatives. If you chase sex, they will compromise you. How can you not understand that? So if you get compromised by someone who's not an agent—just someone who's your partner and you're just telling them stuff about protected federal investigations—what do you think your reputation is going to be like among the intelligence community when you're doing that and they haven't even honeypotted you? You just voluntarily started putting this shit in writing. They're going to look at you like you are out of your mind. So anyway—Karen Read apparently is telling Aidan Kearney that she's having ex parte conversations with Josh Levy. Now, the grand jury that Leslie was leaking from was impaneled in May of 2022 when Rachael Rollins used to be U.S. Attorney in Boston. Now think about this. In 2020, Rachael Rollins and Aidan Kearney—Rachael Rollins, a hyper-liberal known for her soft-on-crime stance. We'll also hear Rollins hated Michael Morrissey. Anyway, Rollins worked with Turtle Boy to send a Republican operative named Rayla Campbell to Joe Kennedy Jr.'s events in the Senate race against Ed Markey so that Ed Markey could win the Senate seat. Now, interestingly enough, Rachael Rollins then got appointed to the position of U.S. Attorney right after that. And you might say: well, Grant, that's a stretch. No, no—because then within a few months, Rachael Rollins—part of the reason she gets thrown out of office by the DOJ OIG—is because she attends an event in Andover with—guess who?—Dr. Jill Biden, the wife of the then-president who appointed her. Now, what does that mean? Well, if you really think about the geopolitical implications of the 2020 Senate race between Ed Markey in Massachusetts and Joe Kennedy Jr.—well, one of the things you're going to realize is that—think about 2020. The leadership around Biden did not know that the chaos of 2024 was going to happen with Kamala and Biden not really being up to it. You're thinking ahead to 2024. Why? Who's your biggest target if you are a sitting Democrat and you're worried about a primary challenge four years from now? Well, what if JFK's—what is it—nephew or whatever it is—is in the House of Representatives? And what if JFK started his career in the House of Representatives? And what if that new young Kennedy with red hair and sort of a photogenic face? What if he is running for JFK's old Senate seat? What if he's on the same exact trajectory as JFK? Oh, we can't have that. We—as the Biden White House—cannot have Joe Kennedy Jr. beating Ed Markey for Senate. And how it got to the point that somebody talked to Rachael Rollins and she came up with the brilliant idea to reach out to Turtle Boy so that Turtle Boy would talk to Rayla Campbell to send her to Joe Kennedy Jr.'s events to help Markey—I don't know. But that's why I think Rachael Rollins became U.S. Attorney—someone who, in my opinion, was uniquely unqualified and fundamentally unethically un-predisposed to being able to run that office. Who then in turn immediately tried to interfere in the 2022 Suffolk DA primary between Kevin Hayden and Ricardo O'Rourke—because Rollins wanted to see her progressive vision continue through O'Rourke—so she worked with Daniel Medwed—the same professor who was involved with advocating the media on behalf of Karen Read's team. She worked with Daniel Medwed to get a story leaked about how a non-existent federal probe into Kevin Hayden—to increase Ricardo O'Rourke's chances in the Suffolk DA primary. Sound familiar? Oh, hell yeah. So anyway—between November of 2022 and May of 2023—you got this weird situation where Rollins knows she's getting forced out; Levy's going to take over the office. The people who take Rollins out are Josh Levy, Bill Abley, and still head of the criminal division—Dustin Chao, I think—still head of the public integrity unit, and then executive officer who is also the press secretary or the communications director of the office. Those four people—without being named; they're named by title—were the people who cooperated with the DOJ to take Rollins out—DOJ-OIG to take Rollins out. Now, why is that interesting? Well, one—because it shows that people in that office knew that Rachael Rollins had a proclivity for weaponizing leaks about non-existent federal probes to interfere in particular district attorney races and matters. Second—Rachael Rollins and Michael Morrissey had a bifurcated history of ten years. One: Rachael Rollins had this list of 25 crimes she wouldn't prosecute, and other DAs critiqued her—not just Michael Morrissey but others. Rollins—I'm pretty sure—was the one who first called Morrissey a "meatball," in fact, because of his criticism of Rollins over that issue. Rachael Rollins—I think—has a proclivity, in my opinion, to hold a bit of a grudge. When she became U.S. Attorney and she realized she was on the way out—well, maybe the Sandra Birchmore probe started back in May of 2022 because former chief of the Canton police—Ken Berkowitz—went to the FBI and told them that the FBI covered up—the MSP unit detailed to the Norfolk DA covered up Sandra Birchmore's murder—potentially because Yuri Bukhenik and John Fanning used to work in Stoughton with Matt Farwell and Robert Devine and Billy Farwell—I think they all worked there. And furthermore—that Brian Tully, the unit commander, was partners with John Fanning for 20 years. All right, and in that regard—it is very interesting, I think—that Chief Berkowitz—who may have been very offended that his unit... So Sandra Birchmore was murdered on February 1st, 2021, at 9:23 p.m. in her apartment in Canton. Okay—on February 4th, Monday in the morning—the Canton police do a wellness check after they get a call from her—Sandra's—colleagues at the school where she worked as an administrative assistant. Now the Canton police respond—on Monday, February 4th—by Wednesday, February 6th. The Canton police have collected the following evidence in order. And if you don't believe me, you can read pages—I think 97 through 101—of the Canton Police Department audit report released in April of 2025. Point by point. Number one: the Canton police confirm—via a witness who was the maintenance worker at Sandra's apartment building—that Matt Farwell was the man on camera outside Sandra's apartment in the elevator at 9:23 p.m. on February 1st—which is exactly when Sandra died. Two: that the man was Matt Farwell, and he was the same man who helped Sandra move into her apartment. Three: that when the Canton PD went to Sandra's school, they got information that Farwell was telling people that Sandra was pregnant with his child—that he had abused her since she was a child—and that he was going to quote "take care of the problem himself" if Sandra decided to carry the baby to term. All right. All of that information—by February 6th of 2021—was passed over to the MSP. John Fanning and this whole unit—I think—really then facilitate a report sometime over the next six to 12 months that exonerates Farwell and says Sandra dies from self-harm. Well, I think that's why Ken Berkowitz blew the whistle before he died of cancer—and that's why there was a grand jury impaneled in May of 2022—and it was really about the cover-up of Sandra Birchmore's murder. Well—one—it was about Sandra Birchmore's murder. Why does that make everything so interesting? Because I think that the investigation wasn't just about who killed Sandra and why—but how was it ruled a—the result of self-harm—instead of the very obvious murder that it was. Well—that starts—2022, I think—May of 2022—the grand jury. Jessica Leslie was on the grand jury—leaker—who's going to be sentenced on October 4th of 2025. I think Jessica Leslie—ladies and gentlemen—in August of 2022 somehow leaked to Karen Read—Alan Jackson—that the Norfolk DA was dirty because they covered up—and that MSP unit—because they covered up Sandra Birchmore's murder. All right—so therefore, Alan Jackson—that's the skeleton in the closet. It wasn't what the people in the house were doing. I'm still a little suspect of who they know—but I don't think that's the big deal. I don't think Jen McCabe's social life is the big deal. Nobody cares—nobody fucking cares. Sorry for cussing. The big issue is that Jen was friends with Tully. Tully's unit knew literally where the bodies were buried. And they—I think—they brought on the PI—Marty Kraft—and Kate Peter—to insulate their exposure from the coming publicity that they knew was going to be brought upon them by Alan Jackson. And so they were worried. And who would you bring in if you had covered up a murder? If you were a MSP unit—you'd bring in someone like Kate Peter. Because you can read her in on that. She's hardened. She doesn't give a fuck. She lost two of her kids—and I don't think she even fucking cared. So who the fuck's the perfect person be like: "Bruh, if that shit gets national attention, we're fucked. So you better control that fucking narrative and handle all these like different people that get too close to this—or we're going to be exposed for Birchmore." But let me bring it back to the point here—which is in 2022, the feds clearly were starting to poke around. And come 2023—I think Brian Tully's unit was desperate. Who was going to find out because of the coverage of the Read case? Could they make sure that Kate Peter got close enough to Netflix and Gretchen Voss so that they couldn't find out what was actually going on? And could the Birchmore cover-up be kept up—even in light of the national spotlight? When you think about the fact that some people may not have been loyal to the Justice for John O'Keefe movement—but were instead primarily loyal to Brian Tully's unit. And when you think about the fact that maybe Tully's unit didn't run the best investigation of Karen Read—maybe there were some flaws. But if you think about the fact that they did get her—but if you think about it in the context of: Karen knew from the jump that the MSP were dirty over Birchmore—then you understand: Karen—that's why it was going to become an incident. Everyone knew—everyone around Tully, his friends, all of them—the unit—they knew they covered up Birchmore's murder. And they knew Karen had it in her hands if she could just figure out the PR. And that's exactly what she did—to put enough pressure on them. They took her to trial anyway—and it destroyed the fucking Norfolk DA—destroyed Brian Tully's unit. It cost them dearly—and she's a tactical fucking genius. I think Brian Tully thought he was slicker than he was by using the prosecution of Aidan Kearney—not to get a genuinely—in my opinion—bad guy who was deserving of the indictment handed up by a grand jury of his peers. But because Tully wanted to know what the real target of the federal probe is. If you don't know what a backhand is, folks—a backhand is where you investigate one thing on the surface because you're dealing with a very high-level operation like the state police—who are a paramilitary intelligence-gathering operation. So you trick them. You make them think they're under investigation for John's death and the investigation of that death. But really—you're investigating them for the cover-up of Sandra Birchmore's murder. And that's exactly what I think happened to this unit. That's what I think Brian Tully was trying to figure out—from August of 2023 until about December. I think they eventually put it together—and by August of 2024, Matthew Farwell got indicted. Now—it's a question of all this as a result of today. I want to be very clear: this is what was called for. There needed to be an independent voice with power and who takes no nonsense—who came into this and said: Nope—it's out of your hands. And that's what Judge Doolin did today. Someone just needed to not either be involved with Karen Read, Aidan Kearney, or the Norfolk DA—or Kate Peter or Marty Kraft—and prosecute this. Now, all those other witnesses—I have no idea what the hell is going to happen there. But at least for Lindsey—Judge Doolin was like: enough of this nonsense. And that's why today was such a big deal in light of that historical context—because just tracing that very insidious pattern of events over the past 18 months—you can see this became a proxy war. It was Michael Morrissey on one side with his marching soldiers: Brian Tully, Kate Peter, Marty Kraft. And then it was Karen Read and the DOJ on the other side. Okay. And their soldiers were like the Free Karen Read movement and Turtle Boy and Natalie and all these other people. This was an intelligence community proxy war. And that's why I've been trying to tell people for so long: Lindsey Gaetani was not involved. She was an unwitting pawn. These two factions both took advantage of her—including Brian Tully—who was more interested in preserving his unit's reputation than actually defending the interest of the vulnerable. In my opinion, I think Brian Tully is a terrible person. Does that mean that he's a bad person for trying to hold Karen Read accountable for John O'Keefe's death? No, of course not. He's a bad person because in what fucking world do you—as a fucking state police officer—who you—you are entrusted—not just to get the bad guys—but to protect the most fucking vulnerable? One: how do you justify what happened with Sandra Birchmore? Two: how the fuck do you get it in your fucking mind that you're going to take a 15-year unredacted extraction of a fucking vulnerable victim's cell phone and release it to a fucking defendant known for promulgating exactly that material? What fucking headspace? What satanic fucking chamber do you and Kate Peter have to be drinking blood from fucking cups in to think that that's fucking okay? Fuck you. How do you even get in the headspace where doing something like that to a fucking victim becomes acceptable. The rot in that unit—whether enabled by Morrissey or whether he didn't know about it—I don't fucking know. But the point is: the rot in that unit was so deep that they lost their fucking souls. They didn't think of victims as victims. They re-victimized victims because it was a political fucking war—and these people are so hardened, I guess, that they don't understand what it means to be vulnerable. And these were police officers—detectives—people entrusted to uphold and protect the dignity of the most vulnerable—and they fucking used victims to advance some political agenda—to deal with the fact that they covered up a fucking murder. I'm done being gentle about this. Fuck these people. And I'm not saying that it was wrong for them to investigate Karen Read. I am pleased someone tried to prosecute her. I'm pissed at them because they were thinking about it from the perspective of their own liability for an unrelated case—and they fucked everything up—and introducing Kate Peter to this shit. Oh my God. It's a disgrace. It's a disgrace to the people who were hurt. It's a disgrace to the vulnerable. I frankly do not understand how Jen McCabe, Brian Tully, and Kate Peter go to bed each night. I don't get it. I don't know. Maybe there's something that shuts off the GABA-1 receptor or something and just makes you go to bed. I don't know. Never heard of such a thing. But I'm just saying: I don't know how you do it. How do you do it? But anyway—Judge Doolin—without giving a... extemporaneous, uh, bloviating cuss-based rant like I just did—instead, in my opinion, is like: fuck all of you! You're not being involved in this prosecution anymore. Someone's gonna protect this fucking woman—Lindsey Gaetani. I'm making you appoint someone! I love that man. Good for Judge Doolin. But still—we never should have gone to this point. This is incredible. With the... the... the MSP. The fact that they had a unit operating like this for so long. This is worse than what John Connolly and Whitey Bulger did. This is institutional rot that is so pervasive that it requires fundamental reform of the MSP. They're not incapable of—um, uh—solving crimes. I'm sure most of the MSP are wonderful. Anyway—my point is: I don't think the state police officers that I generally run into—or troopers—are bad people. I think most of them are wonderful. They've never been really mean to me. They do good work. They're out there protecting our roads. They stop people from speeding. They—what else do they do? They go after commercial truck violations. They investigate homicides—like, on the whole. And this is why I think we have to be careful about how we talk about this. I am not saying that the entire MSP is just rotten. I'm saying that when you have factions or sections within the institution that understand its machinations and are able to thus manipulate the bureaucratic structure and avoid accountability—you lose the confidence of everyone. And how do you think some of those good troopers feel when they have to go out there? Yes—people like me are going to smile at them and bless them and whatever—because I know they're not part of the problem. But most people look at them and they think that they're fucking hated. They don't deserve that. They literally put their lives on the line for us every day. And if we're going to give them the respect they deserve—if we're going to make the profession have the respect that it deserves—then this kind of institutional rot can't be looked at as just an embarrassment. And it can't be looked at as something that—oh, we just wish didn't happen. Maybe some guys are going to go away. No—you point at it. You scream it from the rooftops and you say: if this happens even once—then we have so failed as an institution; we must fundamentally reform from the ground up. And this wasn't just once. It was Birchmore. It was the phone extraction. It was the SA report leak over and over and over and over again. They knew the law. They were an old boys' club. They abused it. They had cover—and it was systemically enabled. And that's why I think—to save the profession of policing in Massachusetts—there needs to be a full-on unbridled discussion about how this happened—how the personalities involved were able to do what they did. And we can't be so tribalistic that because someone we support as to their views on one case, right? We cannot be so tribalistic that we just block out everything bad that they do. Or this rot will continue. And it is pernicious. It is insidious. It is invidious. It undermines the faith that citizens completely removed from this situation have in our system of government. It undermines victims' confidence in the ability to seek redress in the face of serious fucking harm—because they think the system doesn't actually care about them. It's just using them to get someone bigger. We cannot allow this to perpetuate. And the only way to fix it is to hold up situations like what happened to Birchmore—Sandra Birchmore—and what happened to Lindsey Gaetani—hold them up in the national spotlight—and say: we—the MSP—have failed you. Brian Tully failed these people. John Fanning failed these people. Nick Guarino failed these people. Yuri Bukhenik failed these people. We need to say that. We need to highlight it. We need to say: this happened even once. Therefore, we are not good enough. Not only are we not good enough—the very fact that either of these things were able to happen—the Birchmore cover-up, the phone extraction leak—is such a pervasive, systemic degradation of the faith that victims and the public have in the justice system—that our only option is to talk about this—congressional hearings. We need the State House to have congressional hearings. We need these people to answer for what they did. And we need to make sure it never happens again. And the only way you do that is by finding out what aspects of the bureaucratic structure allowed this to happen. And it's not going to be comfortable. I don't think it's going to be comfortable for anyone to talk about the fallout of any of this—but that's exactly what happened at the CCC on a smaller scale. And if this country matters—if this form of government matters—if this republic matters—then we will fix this. We will fix it together. We will address the hard questions. We will address the uncomfortable questions. We will shed our prejudices and polemical biases at the door. We will engage in no fear, no favoritism—and we will look only for the truth and nothing but it. And if you are incapable of doing that—you're contributing—either consciously or subconsciously—to the problem. It's our only option. And you can't just say: because they prosecuted Karen Read, we can't talk about anything bad that they did. That's tribalism. That's polemical. That's what drove us to this point.

Grant Smith Ellis

41,546 görüntüleme • 1 yıl önce

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

Mike

84,951 görüntüleme • 3 ay önce

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

Mike

44,460 görüntüleme • 6 ay önce

"Tell us this isn't true." "They had a live being out [near Area 51]." "There were human experiments that went on." 👽🛸 Roswell: A Non-Human Craft or a Darker Secret? 🤫😶 (Transcript is shorter than clip. I don't have room to type more in this post so I'll just wait for replies.) ~ Lex Fridman: "In your book on 'Area 51,' you propose an explanation that I think some people have criticized, at the very end. That this might have been a disinformation campaign from, I guess, Stalin, that the Roswell incident was a remotely-piloted plane with a quote 'grotesque, child-sized aviator.' Just looking back at all that now, years later, what's the probability that it's true? What's the probability it's not?" Annie Jacobsen: (AJ): "So, you know, I've never revealed who that source is." Lex: "Yes." AJ: "You know that? Want me to tell you?" Lex: "Okay, who was the source?" AJ: "So, before I say anything on that, let me speak to the question that you asked, right? So, you asked me, 'What's the probability that that is still standing as an idea, 12, 13, 14 years later,' right? So, I continued to work with that source for years, afterwards. We talked about this. Look, I mean, his whole family knew it was him. And I knew his family because I was an integral part of, you know, I was at his house, met all his kids, grandkids." Lex: "And we should say, the source is the main expert advisor behind the story that it was. Maybe you can explain what the story is that your report in the book, that it was a disinformation campaign created by Stalin to cause mass hysteria in the United States. The very kind that we've been speaking about with the CIA and so on." AJ: "Yes! Predicated on the narrative of the 'War of the Worlds,' right? And the 'War of the Worlds,' when it was a radio program in the United States, made people go crazy. 'Oh, my God, we're being invaded by aliens!' Well, the government was always interested in the story and Joseph Stalin was, too. We know that from declassified documents, right? "And so, the source told me that the reason for this program, and that the real Roswell crash remains, were in fact, it was a black-propaganda hoax infiltrated, you know, or rather, predicated at this idea that you were gonna overwhelm America's early-warning, air-defense system, cause mayhem and maybe be able to attack the United States. That was the plan. And Stalin was also messing with the United States, messing with Truman, who sort of, you know, turned his back on him, right? At Potsdam. "And so, this idea, and the reason that the source is important... And unlike, you know, a lot of people, 'I saw this, I saw that, I learned that.' Was, according to the source, once it was determined that this was a hoax and that Stalin was able to get a craft over the United States, and it crashed. And it had, you know, people inside of it, they were people that were sort of deformed and meant...surgically altered to look like aliens. "The United States government decided that it needed to know what on earth that was all about, and if it was possible for us to have the same program. This, according to this source, right? And so, it sounds preposterous, and if it was just someone saying, 'I...,' you might say, 'Well, it's ridiculous, get them onto another subject.' But, the difference was, is this source, who was very well placed, and friends with all of the other 75 people, you know, told me this as a confession, right? A real, tearful confession, because what he said is he was involved in the American program to do the same thing. And people died, because there were human experiments that went on." "And I write about this in the last 12 pages of 'Area 51.' It was an explosive, you know, revelation, and I felt very confident in writing this because the source wanted it written. Why? Because he said, 'I'm dedicated to my country. I know about being committed to national security, and this kind of thing must never happen. And if you give people too much power, they will take advantage of it.' And he wanted it on the record. "And his wife of 60 years did not know until after the book published. Nor did His children, okay? So, after the book published, I was called to his house and sat there with his family. And they said, 'Tell us this isn't true.' And he said, 'It is true,' right? (We need a tape of this confession or...for his family to confirm they heard this from him.) AJ: "Now that source is Al O'Donnell, who is the nuclear-weapons engineer who armed, wired and fired 186 nuclear weapons, okay? So if you wanna talk about someone..." Lex: "Woooooow." AJ: "You're the first person I've told that on the record, but it's kind of about time." Lex: "Woooooow. Well, you received a lot of criticism over this story, and it confused me why, because it's...given the context of everything you've described with the CIA and other intelligence agencies, it is reasonable that such action would be taken. AJ: "And, the source is extraordinarily credible, right? If you wanted to take the position, 'Well, that person isn't very reliable,' then you have to ask yourself, 'Why did they have Top-Secret clearances that are higher than any in the United States whatsoever?' Because he was responsible for arming nuclear bombs. He was called the trigger man. "And by the way, he told me that I could tell the world who he was. There's a lot of details that are really dark, involving that program. And when is it appropriate, right? Well, it feels appropriate now. First of all, because you and I have been talking for several hours. So this is what is truly a long-form conversation and it's the outcome of, you know, a very long time of my reporting, and also being judicious about what, you know, closing the loop on that, right? Because I do think it's important for people to know that sources have revelations." Lex: "And, like you said, the programs, both on the Soviet side, and the American side, conflicting, I think's the term we used previously? Ethically, morally, on all fronts. People have done some horrible things in the name of security. In your book, 'Surprise, Kill Vanish,' you write about the CIA." ~~~ Jeremy Kenyon Lockyer Corbell: "So, today, I want to focus on a really important story that you once told me, that has never been told all the way [from the] beginning, to all the way to the end. And I just think it's just so cool we get to do this today. So, the question I want to ask is: After you got hooked on the UFO thing, with Bob Lazar, and you as a journalist said, 'I'm gonna start getting sources.' Like, 12 people coming at you, people shut down by the government. You can tell that. But you finally, finally got to a credible individual who had direct, firsthand knowledge about UFOs, exploitation, reverse engineering, and beings. And, oh my God, I want the world to hear this story. Tell us the story." George Knapp: "I've shared some of it in very broad strokes over the years- little bits and pieces of it - without ever actually referencing, in my statements, the guy the source. But this will be the first time I've told it in totality. "And it takes me back to when I first started in this. It's 1989 KLAS-TV, we put together, we spent eight months working on this project called 'UFOs: The Best Evidence.' Nine-part series. It airs on television, it's the biggest thing that's ever been produced for local TV, to this date, and still. "And, along the way, as I'm trying to find...telling the story about Bob Lazar, and his allegations about what was out there at S-4, near Area 51 - recovered discs, alien technology being reverse engineered - I'm looking for people who would support that. And I found about two dozen people, witnesses who had worked out there, who had seen bits and pieces, who could corroborate parts of what Bob had said about these kinds of craft being out there in the Nevada desert. But there wasn't anybody big picture who knew as much as Lazar claimed to have known, so I was still looking for them. "In 1990, I started working on a follow-up series to Best Evidence, looking for new witnesses. And I got a hint from an elected official that I had known, I'd covered him in Nevada politics. He says, 'You know, you should talk to my dad one of these days.' 'Your dad?' 'Yeah.' And he told me what the dad's name was and what he had done, what job he had had. And I said, 'Ah.' So I started stalking the guy. I just started showing up at events where I knew he would be. One of those events was a reunion for employees of EG&G." Corbell (JC): "So I'm assuming that this source was working within EG&G in some capacity, which is, by the way, who Bob [Lazar] said, hired him to go out to Site-4, S-4 at Area 51. So you're like, 'Okay, I can now find out if this is bullshit, or if there's an element of truth to it.' Do I have that right?" Knapp (GK): "Pretty much correct, yeah. So, I'm looking for someone whose credentials are impeccable. Unlike Bob, whose credentials were questioned, and people still attack him on where he went to school and where he worked, and was he at Los Alamos? This guy is documentable. There's a paper trail of where he worked, what he did. There's no question that he was in a position to know. He was the first general manager of EG&G in Nevada. His name was Al O'Donnell, and he has a prominent family. "When I heard that EG&G was having a reunion, I went there. We took a camera [and I figured], 'This is a great chance to get him on camera before I start asking him the questions I really want to ask.'" JC: "And when you say he is a general manager, like, does that give him certain roles and responsibilities that would give him insight? Like, he's not a secretary, so what does that mean?" GK: "He's the boss. He was the boss of the Nevada office. And I'll tell you a little bit about EG&G. So, it was a company that was created in Boston, right around the end of World War Two. Al O'Donnell had been in the Navy, serving during the war. He got out of the Navy while the war was still underway and went to work for a company called Raytheon, which became this massive, gigantic defense contractor that's still around today, still in Nevada in fact." JC: Yeah, they've got a big connection to the UFO topic, right? But, when you say Boston, like, where in Boston was it created?" GK: "Well, MIT is where the company was born. Edgerton, Germeshausen and Grier were the three guys, the EG&G in that. They were at MIT. Scientists, engineers, they created this company there. And Al O'Donnell, who had been working for Raytheon, working on the Manhattan Project. He didn't know he was working on the Manhattan Project, but they were building these devices, complex triggers, that allowed them to detonate nuclear weapons. He learned later what he was doing was part of the Manhattan Project. "He goes to MIT, starts working with EG&G. Their company in those days had, I think, 15 employees, Al said. So it was a very small startup. But it suddenly exploded because the American atomic program exploded in those years. In 1950, Harry Truman decides that we need a permanent, nuclear testing site somewhere in the continental U.S., so they looked at a bunch of places, and they settled on Nevada. "Prior to that, Al O'Donnell had been sent out to the Pacific. They had five of these massive, atomic bomb tests out in the Pacific, and they decided to move it into a continental U.S. location and Nevada's Test Site - it was called the Nevada Test Site in those days - was chosen. Al O'Donnell leads the exodus from Boston, out to Nevada. They start hiring engineers and scientists, physicists and other security, spies." JC: "What are they working on at this time when they make that move?" GK: "Atomic bombs. They're building, testing atomic bombs. EG&G was a really precise organization that was created in order to detonate, measure and photograph atomic weapons. If you look in the history of photography, you'll see some of these amazing photos that they took of, you know, water drops dropping in water and...they're pretty famous shots because of these cameras that they developed. And it was perfect for use and testing atomic weapons and documenting what the process was. "So, EG&G comes out to Las Vegas, they are the managers of the Nevada Test Site. They, subsequently, years later, become the managers of Area 51 when it opens in 1955. So Al O'Donnell is the top guy. He oversees the nuclear testing program out there, manages it for EG&G, works with the Atomic Energy Commission. He has a Top-Secret security clearance and he can go anywhere and see anything. There's, basically, no restrictions, nothing that is outside of his ability to find out and see." JC: "So, this is an impeccable resume. This is somebody who was in position to know, and would know if someone like Bob Lazar was telling the truth or not telling the truth. I find it, personally, humorous that EG&G was, its genesis, its seed, came from MIT, right?" GK: "So, late 1990 or early 1991, I'd have to look up the dates. But somewhere in there is this event, this EG&G reunion. I go there, we got a camera, I interview Al O'Donnell, introduce myself, and say, 'Hey, I'm really interested in this, can we continue this conversation?' So he invites me to his home. He says, 'Come on over, we'll arrange to come over on a Saturday or something. We'll sit down, I'll go through my scrapbooks and show you some documents and memorabilia and photos from that era.' I was like, 'Great.' "So I go to his house and meet this wife. And we sit down, he opens up these big scrapbooks, and he starts showing me all the stuff that he had done. Photos that had been taken out in the proximity of these gigantic nuclear tests. They had great stories about the camaraderie that developed among the engineers and scientists. And he's going through all this stuff and showing me all this. And I love it, I loved every bit of it. I've never had a bad day at the Nevada Test Site, by the way. Every time I've gone out there to do a story, it's just a terrific way to spend some time." JC: "Secrets should be kept, secrets are kept, and you are a proponent of keeping secrets when it's that kind of thing." GK: "Sure, absolutely. And I respected the boundaries that they set up for us in doing these kinds of stories. So I did go out to the Nevada Test Site a lot over the next 40 years or so and put together a lot of different stories. And they knew of my interest in that area that's just outside what the Nevada Test Site, a place called Area 51. In 1955, Area 51 was, basically, created and EG&G got the contract to manage Area 51, and had kept it for the next 30, 35 years. So, whatever went on out there, they had an inside knowledge of what was going on." JC: "So, you meet this guy, Al O'Donnell, for the first time when he's at this public thing. You probably say something like, 'Your son told me to talk to you,' or something. Whatever. It ends up, he invites you to his home, and you're going through scrapbooks, and he's showing you all this atomic testing stuff that he was involved in. GK: "Yeah, and I'm telling him, 'Boy, this is really interesting. That's fascinating. I'd love to do a story on it.' And after we're there for maybe two hours, he closes this one big scrapbook and he goes, 'You're not here to talk about this, are ya?' I said, 'Well, not exactly.' He says, 'I know what you're here to talk about. I know what you want to ask about.' And right about that point, his wife walks in and she says, 'Don't start telling them that stuff! Don't even tell him!' And he kind of joked about it.' JC: "What were you there to talk about?" GK: "UFOs, UFOs. Area 51, Bob Lazar, crashed saucers, reverse engineering, to see if he had any knowledge of that, because I'd been led to believe that he did. So he closes that book and he says, 'We'll have we'll get together another time and we'll talk about it in private.' And over the course of the next two years or so, he and I would meet at coffee shops and talk about it. And I would ask him questions, and really, it was like pulling teeth. He wanted to tell me stuff but he made me work at it." (AJ says his family was there for the confession. Knapp has over two years of meetings with him. A bit confusing.) GK: "And the condition was, I couldn't take any notes. I couldn't record it, I couldn't take any notes. So each time I'd meet with him, I'd rush back to my car and start scribbling notes on pieces of paper so I'd remember everything that he said. And the story that he told me, that evolved over those couple of years was pretty fantastic. "He said that they did have a flying saucer that had been recovered from New Mexico. I think he indicated that it had been taken from New Mexico to Wright Patterson Air Force Base, which is... He never said Roswell, but I think it was the Roswell incident is what he [was] talking about. And it confirmed some of the details about what we know, likely, happened with the Roswell craft." JC: "When he's telling you, 'We have recovered a craft,' did he say it like, this is secret, don't tell anybody?" GK: "Yeah, it was just for my knowledge, my background and information. It wasn't a story I could do then. We were negotiating about how, or when, or if I could ever use that information or make it public. He told me the details about this craft. He said that it had been stored at Indian Springs. Indian Springs is an Air Force Base that's been there for a long time. It's now called Creech. Indian Springs existed before Area 51 was made. "But he says it was there, they kept it there. It might have been in an underground facility, I'm not quite sure. But then when Area 51, after it opened in 1955, they moved it to an adjacent facility. He didn't say it was S-4, he didn't say it was Papoose, but I think that's what he's talking about. Papoose Lake is where Bob Lazar said he worked, and where they had built nine hangars underground, disguised to look like the desert, and where they had other recovered craft. "He says they worked on this recovered craft, reverse engineering, trying to figure out how it worked, who built it. Whether or not they could duplicate the technology because, apparently, they thought this was pretty advanced, and they'd like to be able to build more of 'em. "And he says it was a very closed program, very small. It was only, I think, five of them that were aware of it, at least in the early stages, that were working on this project. And it was very hush hush, and they didn't share it with anybody else in the company, or anybody else in the area, or the military. They just kept it to themselves. "So, after we're having these meetings - and I go back and write down all these notes and stuff, details about what he had shared with me - we have another meeting at a coffee shop, and I said, 'Well gosh, you know, aren't you worried that it would get out, that the word would get out?' "And he says to me, 'We were worried It would get out?' That's right. 'I mean, what...it? What do you mean, it?' It. Meaning a live being, they had a live being out there. I go, 'You had a live being, an alien as well?' [O'Donnell said], 'Tell you the truth, we didn't know what it was.' I said, 'You know, maybe it came from millions of miles away, out in space, and you're keeping it in a cage near Area 51?' He said, 'To tell you the truth, we couldn't communicate with it in the beginning. We didn't know what it was, we didn't know where it was from, and we didn't know what to do with it.'" JC: "When Al O'Donnell says to you, 'We had a live alien, a being,' obviously from another world, what was your feeling?" GK: "Well, I was overwhelmed, because it was, in effect, confirmation of things that I had come to believe, because of the reporting we'd already done. And then the evidence of cover ups and lies that had been told to the public. Here's this guy in a high position, with a high security clearance, telling me that it was true. That they really did have a craft and they had a being. "My second feeling was, one of overwhelming sadness for the being, whatever it was, you know, that was kept out there. I asked him, you know, what had happened to it, what became of it? He says, 'I don't know. I don't know whatever happened to it.' But it was out there for a while, alive, and eventually they figured out a way to communicate with it. "And so I asked him, 'Well, what did it look like?' And he made me guess, as he did with all these questions. He made me guess. He said, 'Well, it kinda looks like a certain political candidate.' I said, 'Well, who? A political candidate? Who?' And at the time, Ross Perot was running for president. He said, 'It looks like Ross Perot. A little skinny guy with a big ears and tiny head.' Not a classic Gray-looking alien, but a very odd-looking creature with really big ears, that looked like Ross Perot. And I laughed. "And so we had these conversations for a while, and I was blown away by the information that he shared. I took all these notes. I was hoping that someday, I might be able to get the information out. And I asked him, 'Look, you're getting up there in age. If I can't record something with you, could you record a statement to the effect of telling me the story on camera, and then when you pass on, I can have the tape?' And he said, 'Yeah,' he would do it." JC: "You know, look, I've heard a lot of wild stories that I can't verify. A guy's telling you something, and you get a sense as a journalist, when you go down a road with somebody, and you take your time and you vet it... Did you feel...I mean, is there any world where he's trying to f*ck with ya? Or is there a world where he's trying to, you know, dissuade...kind of put crazy information into your brain? Like, how did you feel when he was telling you this? Was he like, straight with you?" GK: "Yeah, he was very straightforward. And again, this was not information he was giving up, willingly. I mean, I had to really dig and coax and arm twist to get him to cough things up. And it was very slow-going over about a two-year period, maybe a little bit longer. And I know that this...you always have to be wary of people with different agendas and people that just make stuff up. I didn't get that sense from him because of his standing in the community. He had shared this story with members of his own family." JC: "And that's why they came to you, is because they kind of [gave] you a tip. And these members of his family, they're serious people, too." GK: "Yeah. One of his sons is an FBI agent, or was, he's passed on now. One was an elected official in Nevada. That was the one that gave me the tip." JC: So, I just want to nail this [down] so I understand. You were approached because he had shared this with his family, privately, and then you had to kind of coax to get through to him about the story?" GK: "Right." JC: "I think that's important because look, these things don't happen, like, people [don't] just come to us and say, you know, crazy stuff, and we're like, 'Hh, yeah, cool. Sounds good.' Like, the dynamic of that, socially, as a journalist, like getting in there, taking time. You know, we have to verify if what he said is true, and there are some major bombs coming about that. But it's like, that process is so important. "So here you are, you're sitting with him, he tells you now, they have a live alien. And you felt sad because you're an animal-rights activist, you love animals. I know with your cats at home and you've done horse stories and all the stories about like, the inhumane stuff to animals. So it made you personally sad, makes me sad, too now thinking about it." GK: Yeah. Well, we had these series of meetings, and then the last time we met, after he'd agreed to go ahead and record a tape - and give it to me after making an arrangement so I got it after he passed on - he said that he had been told to not talk to me anymore. He said he had been given a warning [and] it was not a good idea for him to talk to me any more about anything. Not just that topic, but anything." JC: "Well, who knows that you're talking? Who would warn him?" GK: "I don't know. I don't know. But you recall, back in those days, there was surveillance. We had our phones tapped at KLAS-TV. There were guys following us around. Me, Bob Lazar, Gene Huff, maybe Robert Bigelow." JC: "People were also coming to your news station, OSI. And they would come in and try to like, get to you and then they'd show you their card...and take it back. And you know your phones are tapped. So it's like, because of this story, all of a sudden you're on high alert. So, anybody could have called him, been watching you, had meetings with the guy. So what you're saying is one day he just said, 'I can't...I'm not allowed to talk to you any more.'" GK: "Yeah, I've been told not to talk to you anymore. I've been told not to."

Joe Murgia

101,194 görüntüleme • 2 ay önce

The Royal High Courts are certainly a place of grandeur and perhaps some are intimidated by the surroundings. Well that impressive 19th century Gothic architecture is a sight to behold but the Judges less so. I’ve seen too many judges in the UK and Pakistan and by God, they leave a lot to be desired. Especially when one comes across McGowan the Mediocre. What should have been a straightforward win has turned into a cheating exercise by the very judiciary meant to uphold justice in this country. Why do I say straightforward? Let’s recap. After 3-4 failed complaints to the GMC, the Jewish lobbies upped the ante. First came my loss of contract at South Tyneside and Sunderland NHS Foundation Trust where I was doing some clinics. No investigation. Just blocked from the email and can’t address patient queries. Then started the defamation in the press – articles in the Jewish News, Jewish Chronicle and Telegraph followed by loss of contract with Medinet with whom I’d worked since 2018 intermittently and had glowing reviews. The GMC now opens an investigation – given the pressure from Wes Streeting, elected in July 2024. They wanted an Interim Orders Tribunal (IOT) to decide if any sanction should be imposed whilst I was being “investigated”. I had a trip abroad for my brother’s assassination case and I had clinics. Patients who had waited 12-18 months to see a Neurologist. The GMC and MPTS didn’t care. The Medical Practitioners Tribunal Service (MPTS) is allegedly an independent body to the GMC and runs the IOT panels. They would not move the IOT by 11 working days as the GMC had refused (so much for independence!) – instead of 20th December I had suggested 13th January 2025. Recall this was over the Christmas period – people going on holidays and yet I was expected to get legal advice when I was in clinic from 8am – 6pm. I told them patients came first – I stand by that. Hurt Jewish feelings aren’t urgent and they don’t come before my patient care. I requested deferment by 11 working days, told them I would defend every single tweet and indeed, looked forward to it. This was all via email. Multiple emails. All ignored – including the one letter that contained my “defences”. They would not budge – the Jewish lobbies were demanding action and the GMC wasn’t going to risk their ire again. Wes Streeting was breathing down their necks. On 20th December 2024, I saw my Neurology patients and on 23rdDecember, I found out that I’d been suspended for 18 months. No other doctor had an 18-month suspension or got one since – in their absence. My remaining clinics in December and January all cancelled. Some patients were cancelled as they were making their way to my clinic. I requested the transcript of the IOT hearing – the GMC had been demanding conditions on my license on public interest grounds yet 3 batty women decided I should be suspended for 18 months for public interest and patient protection! Later, the barrister for the indemnity body stated he “couldn’t get purchase on” how they came to that decision. In any case, after being misled by my indemnity body – who suggested that I first ask for an early review, delayed asking for it and then the GMC refused. They were refusing to allow me to be heard after claiming I wouldn’t attend. The indemnity body then reneged on the agreed High Court action. The GMC even send me the Rule 7 letter – the final “allegations” against me on 5 February 2025 which they then updated in March. Ordinarily this takes about 9 months to send – in my case, they managed to do it within 6 weeks! Yet one of the reasons they claimed I needed to be suspended for 18 months was because of the lengthy investigation…. I had to reply by 5 May 2025 which I did via a191-page response. The GMC usually respond within 3-4 weeks. As of 21 January 2026, I have yet to hear from them. I then took matters into my own hand. Let down by cowardly lawyers except one (Yasmin), I filed a High Court application under Section 41 A(10) of the Medical Act 1983 to challenge my unlawful suspension. I requested an urgent expedited hearing as I was being left with no way to earn a living. There were 10 grounds of appeal. The High Court date was set for 10th July 2025. Meanwhile, the MPTS is obliged to give a 6-month review – 16th June 2025 afternoon was scheduled. I stated I wanted this in person and in public. I flew back from Kashmir on 9th June – it’s cheaper to live there - and found myself arrested at Holyhead under s12 of the Terrorism Act for “alleged support of proscribed groups” – apparently I was “on the wanted list. I’m released 14 hours later. They’d seized my mobile phones and laptop and wait for it, all my GMC documents that I’d carefully put together. I’m still not sure why I couldn’t get those back. I learn that the GMC is seeking information about this non-reportable arrest within 24 hours of it – they know. In any case, I go for the IOT hearing – and the GMC Counsel attempts to utilise the arrest. I object. The panel agree that it will not be considered. However, the MPTS have set an insufficient amount of time for the hearing – they would have known. There were over 1000 pages in the bundle of nonsense – the only worthwhile part of that was my beautifully written 191-page response. I was quite proud of it if I’m honest. It could be considered my second PhD thesis. As I have to return to Pakistan for hearings and the High Court case was 10thJuly, the IOT hearing was re-scheduled for 14th July 2025. So, fast forward to 10th July 2025. Under 48 hours before the hearing is due, the GMC submit their skeleton arguments – ordinarily submitted 7-14 days before – no doubt, to wrong foot me. They finally admit that the IOT panel made an “error of law” in not properly applying the Article 10 rights but argue they got to the “right decision but by the wrong route” (!) I am self-representing in Court 1 at the Royal Courts of Justice – the GMC have their in-house lawyer, their GMC Counsel and her clerk. But I have the best lawyer (currently abroad) and an excellent McKenzie friend, Sean Naughton and my well wishers who attended to support me. We start at 10 30am – and I ask the Judge to review the admission of illegality. On that basis alone, my suspension should be revoked. She declines and wants to hear the case. I then detail the IOT powers and how the grounds to sanction me had not been met – they had not proven public interest or public protection. I discussed the GMC actions, the unfairness, disproportionality, the abuse of process, the outright lies by the GMC, the draconian 18-month suspension, the persecution by the Jewish lobbies and the breach of my rights under Articles 8, 9 and 10 of the ECHR. My opening lines: “I submit that the suspension was political in nature. It was subject to bias and external pressure was clearly evident. It was unlawful and demonstrated seriously flawed reasoning. It was manifestly wrong and the panel erred in law. It was completely unnecessary. It’s been tainted by marked procedural errors, unfairness and it has demonstrated gross abuse of process by the GMC and the MPTS and the IOT panel and those abuses have continued. The suspension is draconian and disproportionate and inconsistent with other decision makings of the IOT panels. It is a complete violation of my rights under Article 8, 9 and especially Article 10 of the European Court of Human Rights. And it is demonstrated also limitation of the panel’s expertise, both in terms of law, but also, importantly, the context of the rights of the Palestinian people and it brings into serious question whether the GMC should be policing speech of doctors. It should certainly not be policing or interfering in political speech.” I went through each ground in detail giving the relevant case law. I talked openly about the nature of that persecution: “All of the complaints against me have been made by Jewish and pro-Israeli affiliated organisations and I think it’s necessary to list them – Lawyers for Israel, in collaboration with Gnasherjew, the Jewish Medical Association twice; the unnamed Jewish Zionist doctor; the Jewish News who defamed me; the reporter is Michelle Rosenberg - who is Jewish and Zionist; the Daily Telegraph defamation - George Chesterton is married to a Jewish woman; Miranda Levy and Jacob Freedland are both Jewish and Zionist. I had the Jewish Chronicle defamation - Jane Prinsley is Jewish and has a home in Israel; Campaign Against Antisemitism by Stephen Silverman, who is Jewish and has submitted three similar tweets in March 2025 to the GMC which have been included in my Rule 7 letter without due process the GMC is obliged to follow on receipt of a new complaint. And then, twice in the Jerusalem Post - Mathilda Heller and Michael Starr are both Jewish Zionists. And despite the suspension, Sabrina Miller, a Jewish Zionist journalist at the Daily Mail attacked a number of pro-Palestinian doctors, including myself. So, these previous complaints that have been dismissed by the GMC included tweets of a similar nature. The tweets have not changed, but I would contend that the priorities of the GMC had and my complaint was clearly being handled by individuals who appeared conflicted. In my witness statement, I have detailed the behaviour of XXX, XXX, XXX who refused to respond to emails on where disclosures from the GMC themselves, since I submitted this appeal, have since revealed that XX XX had made false notes on my record claiming I had prior FTP history. In addition, in July 2024, Wes Streeting became the Health Secretary. I refer Your Honour to pages 327 to 337 of the bundle. There’s a Declassified article, incidentally, that’s been written by a Jewish journalist, Matt Kennard. He has investigated Streeting’s support of Israel since his days at the National Union of Students. It documents that he visited Israel in 2022 paid for by the Labour Friends of Israel. That organisation’s former chair was Joan Ryan, infamously found to be discussing her £1 million payment from Israel with Shai Masot, the Israeli diplomat. Streeting has taken over £20,000 from Israeli lobbyist, Trevor Chinn. Trevor Chinn’s father heads the Jewish National Fund which supports illegal Israeli settlements and from Lord Mendelsohn and David Menton. The Jewish Chronicle even ran a profile of him entitled “Wes Streeting, our friend at the NUS”. So, there’s little surprise that Wes Streeting made comments in The Telegraph stating he would urge medical regulators to discipline staff expressing views which he, as a pro-Israeli and Zionist, opposed. He stated that regulators had the power to set conditions that a healthcare professional must work under. Suspend them or strike them entirely from the medical register. He made similar comments to The Times. He then met with the Board of Deputies for Community Security Trust, which is also behind my complaint, the Jewish Leadership Council and the Jewish Medical Association, reiterating “I expect employers and regulators to take action”. The idea that this political pressure by the Health Secretary in November 2024 was irrelevant to my suspension is untenable in the face of this clear intervention, which actually represents political interference and undermines the alleged independence of the GMC.” And I made clear the Jewish privilege at play “So, from what I’ve just presented, it’s very clear that the red line concerns Israel. Tweets, that’s words. Criticising an entity, carrying out the mass slaughter against innocent civilians will be punished more severely than malpractice, blatant dishonesty, criminal convictions or even genuine Jew hatred, as long as you are not a Muslim. And if you’re Jewish and you belong to a powerful lobby group like the Jewish Medical Association, then the GMC gives you a clear pass as shown in the case of Liz Lightstone and Justin Stebbing.” I made clear that even the GMC referral to the MPTS explicitly stated “that there was no evidence of [her] racially discriminating against anyone or discriminating against Jewish people.” I stated in the High Court “And I should point out that the Jewish people are not a race; Judaism is a religion” and “It is my inalienable right to be able to disagree with the narrative from Israeli lobbies and express it. Their free speech does not trump mine.” I made sure that she understood that my patients and even Grok approved of me: “In fact, Grok is positively glowing – “Dr Rehiana Ali’s tweet carry a fiery, unapologetic tone blending sharp intellect with a raw defiance against injustice echoing the spirit of Malcolm X, mirrors Malcolm’s blend of moral clarity, confrontational rhetoric and distain for oppressive systems.” “I can’t think of a better person to be compared to.” I further stated “I do not believe that legal, that legitimate political commentary or reporting facts can be antisemitic. I do not believe that any groups, be they Jewish, Muslims or Christians, are exempt from criticism where the situation warrants it. I do not believe in hate speech, as that’s the very antithesis of free speech, but also, importantly, there is no tweet of mine that demonstrates hatred for any group simply by virtue of their religious identity and, indeed, none has been identified as such.” I even quoted the Queen: “I do not accept that stating facts becomes anti-Jewish simply because the majority of those committing the crimes are Jewish. If you take that to the logical conclusion, that would mean that no Jewish person could ever be criticised for their bad behaviour. That cannot be right. I would also point out that the late Queen, according to the Israeli press, and the ex-President of Israel Rivlin, was reported to have viewed every Israeli as a terrorist or the son of a terrorist. Who would have thought that the Monarch would have been so based?” At 1pm, the Judge wants a lunch-break – I haven’t finished. We continue after lunch break – and I complete my submission dealing with the GMC’s arguments. “Before I sum up, I’ll just briefly address the skeleton arguments that the defence submitted on 8 July. And obviously I’ve already raised disgruntlement about that but I think it’s important to note, that the GMC has finally conceded, after over two months since receiving my skeleton arguments, that the IOT erred in law. On that basis alone, that suspension should be quashed today. If the GMC was capable of self- reflection, it would have withdrawn its objections to my appeal gracefully but that is probably too optimistic an outcome to expect of this bureaucratic monster which has become a law unto itself…” Then the GMC repeats their arguments and argues that the High Court have broad powers and should take original jurisdiction over the matter: “And that is an exercise that this Court can properly make, exercising its original jurisdiction” In fact, the words “original jurisdiction” were repeated about 7-8 times. The GMC Counsel repeated to the Judge “We accept that you have a free-er hand” and again “Because, as I say, this Court is free-er to exercise the original jurisdiction” and so on. Look at the tweets! She said “Mossad did 9/11” and that “Israelis shouldn’t be allowed near humanity”. She said “Israelis are involved in organ trafficking”. All true. I was amused. Ordinarily the High Court usually looks at technical and legal aspects without going into the actual details of the issue itself (e.g. on covid, they wouldn’t debate the merits of the covid vaccine – the issue was whether the conditions/suspension was legal according to rules and procedural fairness). I reply I have no issue but it wasn’t necessary – the grounds did not require that. However, if the Judge wanted to look at the tweets she should acquaint herself with the facts that I presented in my 191-page response. I request a judgement that day or the next day. I had no faith in the MPTS and GMC. That review hearing was due a few days later on 14 July 2025. Judge McGowan was fully aware of that review IOT hearing. She stated “We need to finish this during the course of today. It cannot go part heard and I understand that your review hearing is listed on Monday next.” She stated the following: “And if there is not a decision from this Court today then, presumably, the review hearing will be made aware of these proceedings, but their decision is independent of this. If they decide to not lift the suspension, then my decision either does the same or lifts or terminates the suspension. If they terminate the suspension on Monday, then my decision probably becomes quite academic, but necessary, nonetheless.” Even the GMC Counsel admitted that the Court’s decision was “of interest” I didn’t agree it was “academic” The Judge continued: “There is too much material. It is too important.” And later that her decision was “nonetheless, an important exercise.” I emphasised in my response that I wanted the High Court to rectify that injustice done to me in December 2024 and that “the overarching question is “was my original suspension, was it correct or not?” McGowan replied : “I – I do understand that and in order to reach a decision about that I have to look at what you say are the procedural mistakes. I have to look at what you say are the errors of law. I have to look at what you say is unfair about the way the hearing was conducted...” and again,“Until I have made my mind up about the procedural unfairness and all the other points you have raised, I have got to consider everything.” I again pointed out “..I would argue it’s an abuse of the system and I’m actually paying the price for their deficiencies, or rather procedural irregularities. I’m having to live with the consequences of being deprived of an income…” In other words, there have been consequences for me – financially and professionally. And I ended with “I have no faith in the IOT. I have no faith in the MPTS, and I have no faith in the GMC, and I am not the only one to feel that way. The fact that we are calling for a different body and we’re calling for the GMC to be dismantled. I’m simply asking that the injustice that was done in December is rectified…” The concluding remarks of McGowan? “Well, I am certainly not going to give judgment in this case at 3.55pm. You raised an awful lot of important issues. The importance of a decision to you, personally, is obviously great. The importance of a decision to your potential patients is high and the importance of a decision to the public is equally important. So, all of those matters have to be considered and balanced and I will get to a decision early next week. I think that is probably the best way, which will be handed down in the usual way. All right, well thank you both very much. Thank you all very much for your attendance.” At no point did McGowan state there would be no Judgement. On 14 July 2025, my suspension was revoked. I self-represented and I didn’t concede a single point or any tweet. What happened next was a shocking abuse of the judicial process. My registration was reinstated – no conditions. But that 7 months suspension remains on my record visible to every employer. The very next day GMC emails the Court to state that the High Court no longer has jurisdiction over the matter as the suspension was revoked! The IOT panel has very limited powers so whilst it revoked my suspension, it will not deem it unlawful or indeed make any comment about the previous panel’s decision – and certainly not its legality. The MPTS admitted that only the High court could rule it was unlawful. I contacted the Court pointing this out and that I was expecting a judgement as per McGowan’s position in the High Court. The High Court had a full day’s hearing and the court was independent of the tribunal and had seized jurisdiction. All my grounds including the legality of the suspension were outstanding. The revocation was to some extent irrelevant to the Court issuing the Judgement – if anything, it rather supported my contention that the suspension imposed on me in December 2024 was unlawful. I ask the GMC to provide what law they’re relying upon….they quote this section and claim it is written in the present tense! “Section 41A(10 of the Medical Act 1983, Interim Orders, states Where an order has effect under any provision of this section, the relevant court may –..” Yes – that is the best they could come up with it. Needless to say, the convention in UK legislative drafting is the simple present tense …because the law is “always speaking”. I call and even visit the Royal Courts of Justice. The Court staff chase the Clerk …I’m asked to be patient and await the Judgement. Even up to 6th August 2025 I was told that the Judgement was coming. On 11th August 2025, I am informed by email that there will be no Judgement!! I spoke to a number of barristers and solicitors – it’s almost unheard of. They're all useless though. I get no replies to my emails to the High Court. So in November 2025, I requested the Hearing transcript. On 12th December 2025 – over 5 months after the substantive hearing – I received an Order (not a Judgement). It was a bare order – simply stating “Upon the Court hearing the substantive hearing on this matter on 10 July 2025 And upon following consideration of the documents lodged by Respondent on 15 July 2025 confirming revocation of the Interim Order pursuant to Section 41A of the Medical Act 1983, the application is dismissed.” No reasons whatsoever as to why the Judge had contradicted her own position in Court. I replied to the Court and file an application for permission to appeal – not just to McGowan (the system is so barmy that you have to ask the same judge for permission to appeal) but also to the Court of Appeal – the latter for both permission to appeal and the appeal itself concerning McGowan’s bare unreasoned order. McGowan now responds (miraculously) via the Court staff wanting a 30-minute hearing for permission to appeal – that is set for Tuesday 13 January 2026. So, yet again I am at the High Court now requesting permission to appeal. To be honest, I wasn’t expecting much. McGowan had shown she lacks the spine to address the issues – and has zero integrity. You don’t get a DBE in the UK for nothing. In fact, she started this hearing by asking the GMC to interpret the Section 41A of the Medical Act!!! Then she turned to me – the Claimant – and asked if “I understood what was being said”. I replied that I understood full well. English after all is my first language and I’m a Cambridge graduate. I can understand basic English. She clearly has difficulties though – I later learnt that she dropped English at Manchester University for Law. At the expense of sounding very snobbish, I just knew she wasn’t Oxbridge material…. I present my arguments – including case law. The GMC has no relevant case law – their arguments are “it is written in the present tense” (I did correct them that in actual fact, it was written in the simple present tense to be more precise) and that the decision of the High Court “is final”. Of course, I point out that finality is based on two aspects – firstly, getting a reasoned Judgement! I never got a judgement. I effectively got a blank piece of paper. On no grounds, could that be considered “a decision”. And secondly, if there were any errors of law, procedural irregularities …they were always appealable. Appeal however was not automatic – all that meant was that one had to request permission to appeal. Can you imagine a system where a Judge makes an error but you can’t appeal it?! I point out that every issue remains live. I even simplify it for them – I point out that in the case of rape, and using GMC logic, we’d never prosecute the rapist – after all, the rape was no longer in progess. That is not justice. The High Court seized jurisdiction by having a substantive hearing and had to produce a judgement. Of course, I understood that had I appealed after the revocation, the application would have been dismissed. McGowan sat there clearly not listening. This was merely an exercise to show there’d been a hearing. She tried to claim she has “no power”!! She then had the audacity to say “You’ve had a success. Why aren’t you satisfied with that?” I point out that I was suspended unlawfully – I had 20 years of an impeccable record and it states “misconduct” on my record. I have a right to get that unlawful suspension struck from my record and remedy with regards to the consequences I had suffered. The GMC – a public body – should be held accountable not just for my sake but for other doctors and I remind her of her own words “for the wider public interest”. In fact, I quote liberally from the transcript and point out her contradictions. At no point did she ever state – because it’s not possible – that the High Court lost jurisdiction. That’s the legal principle: “Once seized, always seized.”

DR REHIANA ALI BA MB BCHIR (Cantab) MA MRCP PhD

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