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The biggest Pokemon TCG bundle we've ever listed is LIVE 🔥 ⭐️ Prismatic Evolutions Super Premium Collection. Nearly impossible to find at retail! ⭐️ Mega Charizard X EX Ultra Premium Collection. 18 booster packs, Charizard promo, playmat, everything. ⭐️ Chaos Rising Booster Bundle. Brand new Mega Evolution expansion. All...

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🎉 4/20 MEGA GIVEAWAY IS LIVE! 🎉 Hey, growers and enthusiasts! We’re celebrating 4/20 with an epic giveaway packed with genetics, gear, and goodies! One lucky winner will take home EVERYTHING listed below! 🌱💨 🎁 Prizes: - 15+ packs of premium seeds bred by GENETICS 101 🫘 - 9x packs of seeds from my personal stash, bred by WickedGeneticsOfficial, Raw Genetics, Lost In Translation, Seedsman, and Tackett Genetics 🫘 - 1x Vivosun.official Jeweler’s Loupe (perfect for inspecting trichomes!) 🔍 - 5x Vivosun.official 5-Gallon Fabric Pots (great for healthy root growth!) 🪴 - 1x Nemaglobe (beneficial nematodes for organic pest control) 🐞 - 1x 10mm Royal Neptunium Glass Tip from Proper Doinks (smoke in style!) 💎 - 2x packs of King Size ElementS Ultra Thin Rolling Papers 📜 - 1x Extra Thick Color-Changing Silver Fumed Inside-Out Spoon Pipe (handmade by Sonofthemountain on Etsy) 🥄 I might add a couple more surprises before the giveaway ends, so stay tuned! 👀 🚀 How to Enter: 1️⃣ Follow GENETICS 101 (we’ll check!) 2️⃣ Like this post ❤️ 3️⃣ Repost this to your feed 🔁 👉 Optional: Tag your friends in the comments to spread the love (not required, but appreciated!) - I'll add your @ to the wheel of names for all replies for a glass pendant + more 🫘 giveaway (separate from the main giveaway) 📅 Giveaway Timeline: - Starts: Sunday, April 20, 2025 - Ends: Friday, April 25, 2025, at 9 PM Eastern - Winner Announced: April 25, 2025 via a post on X sometime after 9pm 🌍 Eligibility: Open to international accounts! However, please ensure cannabis seeds are legal in your country. We’re not responsible for customs issues. (No problems yet, 30+ international shipments so far) 🏆 Winner: One winner will be randomly selected and will win ALL the prizes listed above! We’ll contact the winner via DM, so keep your notifications on. (I will be using "The X Picker" to randomly choose a winner.) 💡 Bonus: I’ll also be teaming up with Rangerbug for flash giveaways Monday through Friday (April 21-25) with more seed packs from both of us and more goodies up for grabs. Each flash giveaway will run for 2-5 hours—don’t miss out! Let’s make this 4/20 unforgettable! Enter now and good luck! 🍀 *No purchase necessary. This giveaway is not sponsored, endorsed, or administered by X. Participants must be 18+. Seeds are for souvenir/collectible purposes only; germination may be illegal in some regions—check local laws. #420Giveaway #Genetics101va #CannabisCommunity
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🎉 4/20 MEGA GIVEAWAY IS LIVE! 🎉 Hey, growers and enthusiasts! We’re celebrating 4/20 with an epic giveaway packed with genetics, gear, and goodies! One lucky winner will take home EVERYTHING listed below! 🌱💨 🎁 Prizes: - 15+ packs of premium seeds bred by GENETICS 101 🫘 - 9x packs of seeds from my personal stash, bred by WickedGeneticsOfficial, Raw Genetics, Lost In Translation, Seedsman, and Tackett Genetics 🫘 - 1x Vivosun.official Jeweler’s Loupe (perfect for inspecting trichomes!) 🔍 - 5x Vivosun.official 5-Gallon Fabric Pots (great for healthy root growth!) 🪴 - 1x Nemaglobe (beneficial nematodes for organic pest control) 🐞 - 1x 10mm Royal Neptunium Glass Tip from Proper Doinks (smoke in style!) 💎 - 2x packs of King Size ElementS Ultra Thin Rolling Papers 📜 - 1x Extra Thick Color-Changing Silver Fumed Inside-Out Spoon Pipe (handmade by Sonofthemountain on Etsy) 🥄 I might add a couple more surprises before the giveaway ends, so stay tuned! 👀 🚀 How to Enter: 1️⃣ Follow GENETICS 101 (we’ll check!) 2️⃣ Like this post ❤️ 3️⃣ Repost this to your feed 🔁 👉 Optional: Tag your friends in the comments to spread the love (not required, but appreciated!) - I'll add your @ to the wheel of names for all replies for a glass pendant + more 🫘 giveaway (separate from the main giveaway) 📅 Giveaway Timeline: - Starts: Sunday, April 20, 2025 - Ends: Friday, April 25, 2025, at 9 PM Eastern - Winner Announced: April 25, 2025 via a post on X sometime after 9pm 🌍 Eligibility: Open to international accounts! However, please ensure cannabis seeds are legal in your country. We’re not responsible for customs issues. (No problems yet, 30+ international shipments so far) 🏆 Winner: One winner will be randomly selected and will win ALL the prizes listed above! We’ll contact the winner via DM, so keep your notifications on. (I will be using "The X Picker" to randomly choose a winner.) 💡 Bonus: I’ll also be teaming up with Rangerbug for flash giveaways Monday through Friday (April 21-25) with more seed packs from both of us and more goodies up for grabs. Each flash giveaway will run for 2-5 hours—don’t miss out! Let’s make this 4/20 unforgettable! Enter now and good luck! 🍀 *No purchase necessary. This giveaway is not sponsored, endorsed, or administered by X. Participants must be 18+. Seeds are for souvenir/collectible purposes only; germination may be illegal in some regions—check local laws. #420Giveaway #Genetics101va #CannabisCommunity

GENETICS 101

27,299 views • 1 year ago

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FortWorthPlayboy

162,115 views • 3 months ago

After regrouping with our investors and the team, I’ve made the difficult decision to wind down Hike completely. Our US business, launched just nine months ago, is off to a strong start. But scaling globally would require a full recap, a reset that is not the best use of capital or time. The Big Question → We could raise the capital, but the real question is: is it worth it? Is this a climb worth pivoting for? For the first time in 13 years, my answer is no. Not for me, not for my team, and not for our investors. Why? 1. RMG was never the destination. It was a way to test unit economics and traction in India while working toward a bigger vision. In hindsight, starting in India locked us into the model and regulatory headwinds, turning a temporary path into a more permanent one. 2. The Gaming Nation vision is real, but we may be too early. The world will eventually move toward a Nation-type model in gaming and Web3 - Company 2.0. But crypto regulation is still developing globally, and we don’t want to repeat India, where we hoped for clarity that never came. 3. And most importantly, if doing a full reset, is this where I’d put my own capital and energy today? For the first time, the answer is no. The world has changed in the last decade - and so have I. There are more important problems to solve and bigger opportunities to deploy brilliant talent and capital. Looking Back & Lessons The last 13 years have been immense. Hike Messenger reached 40M MAUs and became the 35th most loved consumer brand in India at its peak. With Rush, we built a brand new kind of Casual PvP gaming platform and scaled it to 10M users and $500M+ in gross revenue in just 4 years. Our execution was super, but we could never quite make it stick. There are clear lessons to carry forward, especially on market selection: 1. Be careful with winner-take-all markets. To win, you need to go global. 2. Don’t build for today’s tech constraints. Build on the spring/summer of new technologies. 3. Regulatory clarity matters. Risk is fine; uncertainty is not. More importantly momentum is everything. And build what your heart and mind are deeply excited about. It’s the conviction that carries you through. This is both a disappointment and a hard outcome. But I choose to look on the bright side: the learnings are invaluable, and my conviction for what’s next is even stronger. To everyone who has been part of this journey - our users, our team, our investors, and our community - thank you. As a CEO, you’re only as strong as your team, and I want to give a special shout-out to mine - an incredible group of people who gave this everything. Hike This chapter ends, but the climb continues. Looking Forward I’ve always thrived at building at the forefront of technology. Over the last decade, in the little time I had to explore outside of Hike, I kept returning to the same three frontiers. And now, they feel like the great canvases for decades to come → 1. AI → For the first time, technology has both intelligence and memory. Imagine products that don’t just serve us functionally but truly know us - systems that adapt, grow, and partner with us. As a UX-first builder, this is the most exciting time to be building software. 2. Breakthroughs in Energy → Human progress has always been bound by energy. The world’s demand for energy is rising faster than ever. Breakthrough approaches, especially in physics are needed to power the future. The last century gave us mastery of fine matters and electricity, the next will move deeper, at the intersection of science and spirituality - into what yogis call divine magnetism and physicists call the quantum world or electromagnetism. From there will come technologies that today feel impossible to imagine. 3. Mastery of the Self → As AI takes on more of our work, a deeper question will rise: what now defines us? When productivity is no longer the measure of worth, humanity will turn inward. Man’s evolution will move from the intellect to intuitive attunement - a deeper connection with ourselves and the divine (which we’ll realise are one and the same). The tools, spaces, and guides that help us explore this inner world will be as transformative as any innovation in the outer one - unlocking the next level of humanity’s potential. If you put these together, a picture emerges: → the cost of intelligence trending to zero → the cost of energy trending to zero → and the cost of willpower falling lower and lower. Just imagine a future where willpower is infinite, energy is abundant, and intelligence is at our fingertips. This is the future I will help build — and it’s where I’ll be contributing in the decades to come. This new chapter will look very different from the last one 🚀 Video for perspective. Full substack post link below.

Kavin

24,411 views • 10 months ago

New episode of the startup ideas pod (SIP) is out with Jordan Mix He shared his favorite startup ideas right now in under 33 minutes. We jammed on: 1. The internet will be filled with "sommeliers" within 18 months So, Martin Reese became a "drinking water sommelier" after 20 years in the restaurant industry Now he has 750k+ followers and make serious coin. Find something that requires curation and expertise, and own it. There's 100+ startup ideas here. There's going to be a sommerlier for X on the internet. And it pays to be the sommelier. 2. The new crop of water startups I spend ~$100/month on something called "alive water". The idea is that the water its the freshest spring water available. Not sure if that's just a gimmick but it's working. Live Oasis is a new startup onto something with their water ratings. But it shouldn’t be behind a paywall. We talked about why. We both see huge potential in a directory for clean water, starting a trend for all things unpolluted. Longevity + Yelp-like ratings is a big business. 3. "Clean" is the new "low-fat” Just like the low-fat craze in the 80s and 90s (think Diet Coke), people today are all about clean products. You’re either clean or you’re dirty. Such a brilliant copy/positioning reframe. 4. What would a lightweight Notion look like? There's space in the market for a lightweight productivity app The speed of Apple Notes + Notion's features and beautiful, readable formatting I'd be interested in an app like that. 5. How can we reinvent the mac desktop Wouldn’t it be nice if you could keep your desktop clean? Sometimes seeing everything in one place is a good thing. It sparks ideas and reminders Startup idea: alternative desktops in something called the upsidedown Curious what you think of that idea. I like the name. 6. Simple, single-purpose Mac apps Jordan mentioned Screenify and I love Klack Rolling up promising apps like these into a holding company could be a smart play Help them get discovered, monetized, and sell them as a bundle 7. Gear "brand-in-a-box" merch for internet companies We’re not talking free t-shirts and hats This would be high-end, cut-and-sew gear with 3PL fulfillment as a service. The kind of clothes people want to be seen in Your audience advertises for you. Word of mouth arbitrage There are no ads on the pod, if you got value out of it, share it, subscribe and review. Links will be in the next tweet on all your favorite podcast platforms Enjoy the SIP!

GREG ISENBERG

21,494 views • 2 years ago

alright let’s do a class on nielsen ratings / witness a timeline murder? i’m about to spin the block. the programming insider screenshots below are for weds, march 31. Programming Insider is one of the few places that just posts the raw nielsen grid without spin. every demo every network every show laid out the way buyers sellers and network executives actually read it. it’s not a recap site it’s not opinion it’s the sheet and if you’re not reading the sheet you’re not actually talking about the same thing as the people making the decisions 730k and a 0.15 in adults 18–49 is a real number and it maps cleanly within the expected range. nobody serious disputes that. in the current environment you’re generally looking at: 0.10 ≈ 580k–610k 0.11 ≈ 600k–630k 0.12 ≈ 620k–660k 0.13 ≈ 650k–690k 0.14 ≈ 680k–720k 0.15 ≈ 710k–750k 0.16 ≈ 740k–790k 0.17 ≈ 780k–830k 0.18 ≈ 820k–880k 0.19 ≈ 860k–920k 0.20 ≈ 900k–960k the issue is how often people stop there and treat it like a conclusion instead of the starting point. because a single demo pulled out of context doesn’t tell you what kind of number it actually was what kind of audience it represents or what it means in a real marketplace start with the full AEW row because that’s the foundation. AEW on TBS for 121 minutes posted: 0.44 household rating 0.12 adults 18–34 0.15 adults 18–49 0.09 women 18–49 0.20 men 18–49 0.22 adults 25–54 0.13 women 25–54 0.30 men 25–54 0.10 persons 12–34 0.07 females 12–34 0.12 males 12–34 0.03 teens 12–17 730k total viewers 6th in adults 18–49 12th in total viewers that’s the entire result. not the tweet version not the clipped version not the one number people like to repeat. that full row is the reality and once you actually read it the first thing that matters is not the 0.15 it’s how that 0.15 is built 0.20 men 18–49 0.09 women 18–49 that’s not a subtle imbalance that’s the number. this is not a broad demo performance it’s a concentrated one. when one side of the demo is doing more than double the work of the other side you are not looking at wide audience adoption you are looking at a defined lane showing up consistently and that distinction is everything because certain faux authorities talk about 0.15 like it’s a universal currency when it’s not. a 0.15 built on something like 0.14 women and 0.16 men is a fundamentally different asset than a 0.15 built on 0.09 women and 0.20 men. one is balanced one is narrow. one has flexibility across advertisers scheduling and audience expansion the other is predictable reliable and capped this one is clearly the latter same story in 25–54 0.30 men 25–54 0.13 women 25–54 again more than double same structural dependence same ceiling implication and then you go younger and nothing changes 0.12 adults 18–34 0.10 persons 12–34 0.12 males 12–34 0.07 females 12–34 it’s the same shape repeated across demos which tells you this is not a one week anomaly it’s the product identity. stable consistent defined not expanding and that’s where the difference between narrow reliability and broad strategic heat actually shows up in the data this is reliable. the audience shows up. the profile is predictable. the show holds its lane it is not broad. it is not expanding. it is not signaling that new segments are coming into the tent and changing the ceiling of the property that’s not opinion that’s what the row says now zoom out to the actual cable landscape that night because this is where context starts to cut through the noise Hannity 0.50 NBA on ESPN 0.36 Jesse Watters Primetime 0.28 Gutfeld 0.25 The Source with Kaitlan Collins 0.18 AEW Dynamite 0.15 that’s the board. that’s the tiering. AEW is not competing with the leaders it’s sitting clearly below them in the next band the gap from 0.15 to 0.18 is real the gap from 0.15 to 0.25 is large the gap from 0.15 to 0.36 and 0.50 is massive and this is where people get sloppy because they use ranking to imply proximity when there isn’t any the placements are: 6th in adults 18–49 12th in total viewers those are good placements for a cable property they are not dominant placements and they are not close to dominant placements. 12th at 730k tells you exactly how much total audience is actually there across the full market not just the demo slice people like to highlight and that matters because scale still matters. total audience still matters. you don’t get to ignore it just because the demo is easier to weaponize quickly on the presidential address because this keeps getting dragged in like it explains something and it doesn’t a brief presidential address is not real competition it’s not counterprogramming it’s not sustained audience capture it’s a short interruption that hits every network at the same time. everyone gets disrupted nobody gets singled out. it doesn’t change relative positioning it doesn’t create winners or losers it’s just noise in the system and leaning on it is basically avoiding what the table actually shows same thing with hourly ranks 3rd in an hour 4th in an hour fine but relative to what. if the field is thin outside a few programs you can place well in a window and still be materially behind the actual leaders. a 0.15 does not become a 0.25 because it ranked 3rd it stays a 0.15 now zoom out even further and look at the broader tv ecosystem broadcast that same night is pulling 4M 5M viewers with broader demo balance. different ecosystem yes but it gives you scale perspective. cable is fragmented expectations are different a 0.15 can be a good cable number but that does not make it a market moving television number it makes it solid within its lane and that’s where most of the conversation should stop but it doesn’t because once you layer in actual market structure the ratings matter even less than people think they do the buyer universe is not theoretical it is already allocated high tier buyers netflix amazon apple all operate at 600k+ per telecast levels but only for global scalable franchise inventory netflix has already consolidated the global wwe backbone across raw international distribution and library. there is no incentive to layer overlapping wrestling inventory into that system amazon is deploying capital into nfl nba nascar and large scale league ecosystems. servicing ppv distribution is not the same thing as underwriting long term weekly rights. there is no mandate for niche weekly wrestling at scale apple is curating a premium global sports portfolio aligned with brand identity. nothing niche nothing polarizing nothing demo fragmented clears that filter mid tier buyers disney espn already has wwe premium live events and massive nfl nba and college football commitments. the wrestling lane is already defined at the tentpole level fox is concentrated on nfl and big ten with disciplined incremental spend and no mandate for a second wrestling property peacock is structurally tied into wwe across events and library footprint. that lane is occupied paramount plus max post merger is sitting on one of the heaviest combat sports portfolios in the market ufc at roughly 1.1b per year zuffa boxing pbr nfl afc that is category consolidation not exploration. any additional combat adjacent inventory has to clear duplication against that stack turner inside that same structure is no longer operating independently. it is part of a combined portfolio that already has a defined combat sports identity low tier buyers roku tubi vice are operating in the 150k–300k per telecast range and are not positioned to escalate into premium rights competition so when you actually map the landscape it’s not that buyers are hesitant it’s that lanes are already filled there is no real second bidder dynamic and once you remove the idea of competitive bidding the ratings stop functioning as leverage they become a utility metric now go back to the numbers 0.15 730k male heavy composition those are not bad numbers they are just not strong enough to override strategic redundancy inside a portfolio that already includes ufc and global wwe alignment across multiple platforms so the conversation shifts this is no longer what will the market pay this becomes what is this worth inside our existing portfolio can we fill two hours cheaper can we replicate the demo with studio shows shoulder programming unscripted if yes there is no leverage if no it stays but on controlled terms that’s the real decision tree and this is where the difference between narrow reliability and broad strategic heat becomes the entire story this is reliable inventory. it shows up every week it delivers a consistent demo it fills two hours it holds a lane it is not broad strategic heat. it does not expand the audience map it does not unlock new advertiser categories it does not create urgency across buyers it does not force capital to move and that’s not a criticism it’s a classification so the clean read is simple the number is real the audience is still there the composition is still narrow the placement is still upper middle and none of that on its own creates leverage in a market that is already structurally allocated this is a property negotiating inside someone else’s portfolio not across an open market and that leads to the only conclusion that actually matters once capital is already deployed across nfl nba ufc and global wwe distribution and once the high tier buyers are structurally filtered out this stops being a rights negotiation driven by ratings and becomes an internal portfolio decision driven by overlap cost efficiency and replacement value. at that point a steady 0.15 does not create leverage it defines the floor of what that two hour block is worth relative to everything else competing for the same capital and now add the part everyone either ignores or pretends doesn’t exist TKO is effectively sitting on ~100% of premium combat sports market share at scale when you look at UFC plus WWE across global distribution lanes. that’s not just another player in the category that is the category so when you’re talking about where AEW fits you’re not comparing it in a vacuum you’re comparing it against the most consolidated combat sports stack the business has ever seen and that stack isn’t just operating independently Ari Emanuel has been advising David Ellison for 15+ years that relationship matters because it shapes how these portfolios are thought about at the highest level. this isn’t random alignment this is long term strategic overlap between the people actually making decisions about where billions in rights fees go so when you layer that on top of a potential Paramount controlled WBD structure you’re not just dealing with ratings anymore you’re dealing with a fully informed portfolio strategy that already knows exactly what it values in combat sports and what it doesn’t and then you zoom all the way out to cultural positioning because this part matters more than people think Pat McAfee is in the main event at WrestleMania that’s not a throwaway detail that’s the signal that’s WWE extending into mainstream sports media personalities who already command massive audiences across multiple platforms and pulling them into the biggest event in the space that’s what broad strategic heat actually looks like not just a consistent demo number not just reliable weekly inventory but expansion into new audience layers new distribution touchpoints and new cultural relevance that travels outside the core base so when you put all of this together the picture gets even clearer AEW is stable AEW is reliable AEW fills a lane but it’s operating in a market where the category leader already controls the majority of premium combat IP the decision makers are aligned at the highest levels the buyer universe is structurally closed and the biggest player is actively expanding its cultural footprint beyond wrestling itself that’s the environment so yes a 0.15 matters. yes 730k matters the number isn’t fake the number isn’t terrible the number is specific it tells you exactly what the show is right now it tells you the core audience showed up it tells you that audience is heavily male it tells you women are materially underrepresented it tells you the show converts to about 730k it tells you where it sits on the night it tells you the audience shape hasn’t changed what it doesn’t tell you matters just as much it doesn’t tell you the audience is expanding it doesn’t tell you the show is broadening it doesn’t tell you the ceiling moved this was a good night for a show with a defined audience but none of it overrides the reality that this is being evaluated inside a system that already knows what “must have” looks like and right now that bar is being set somewhere else entirely cc: Dave Meltzer

Nick LoPiccolo

17,146 views • 3 months ago

Warren Buffett turns 93 today! To celebrate, I'm sharing the greatest lecture he ever gave together with his 94 (!) best investment quotes. 1. Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. 2. Diversification is a protection against ignorance. It makes very little sense for those who know what they're doing. 3. Do not take yearly results too seriously. Instead, focus on four or five-year averages. 4. All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies. 5. American business - and consequently a basket of stocks - is virtually certain to be worth far more in the years ahead. 6. An investor should act as though he had a lifetime decision card with just twenty punches on it. 7. And so the important thing we do with managers, generally, is to find the .400 hitters and then not tell them how to swing. 8. The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 9. Bitcoin has no unique value at all. 10. Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market. 11. The years ahead will occasionally deliver major market declines - even panics - that will affect virtually all stocks. No one can tell you when these traumas will occur. 12. I insist on a lot of time being spent, almost every day, to just sit and think. That is very uncommon in American business. 13. Buy companies with strong histories of profitability and with a dominant business franchise. 14. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments. 15. I believe in giving my kids enough so they can do anything, but not so much that they can do nothing. 16. The world went mad. What we learn from history is that people don’t learn from history. 17. The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. 18. Among the various propositions offered to you, if you invested in a very low cost index fund - where you don't put the money in at one time, but average in over 10 years - you'll do better than 90% of people who start investing at the same time. 19. Because if you're wrong and rates go to 2 percent, which I don't think they will, you pay it off. It's a one-way renegotiation. It is an incredibly attractive instrument for the homeowner and you've got a one-way bet. 20. Cash is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent. 21. Don't get caught up with what other people are doing. Being a contrarian isn't the key but being a crowd follower isn't either. You need to detach yourself emotionally. 22. For 240 years it's been a terrible mistake to bet against America, and now is no time to start. 23. I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. 24. I have no views as to where it (gold) will be, but the one thing I can tell you is it won't do anything between now and then except look at you. Whereas, you know, Coca-Cola will be making money, and I think Wells Fargo will be making a lot of money, and there will be a lot -- and it's a lot -- it's a lot better to have a goose that keeps laying eggs than a goose that just sits there and eats insurance and storage and a few things like that. 25. I just sit in my office and read all day. 26. I won't say if my candidate doesn't win, and probably half the time they haven't, I'm going to take my ball and go home 27. If returns are going to be 7 or 8 percent and you're paying 1 percent for fees, that makes an enormous difference in how much money you're going to have in retirement. 28. We want products where people feel like kissing you instead of slapping you. 29. If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes. 30. The most important investment you can make is one in yourself. 31. If you buy things you do not need, soon you will have to sell things you need. 32. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. 33. If you like spending six to eight hours per week working on investments, do it. If you don't, then dollar-cost average into index funds. 34. If you're in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. 35. If you're smart, you're going to make a lot of money without borrowing. 36. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497. 37. In the 54 years (Charlie Munger and I) have worked together, we have never forgone an attractive purchase because of the macro or political environment, or the views of other people. In fact, these subjects never come up when we make decisions 38. In the business world, the rearview mirror is always clearer than the windshield. 39. Investors should remember that excitement and expenses are their enemies. 40. It is a terrible mistake for investors with long-term horizons to measure their investment 'risk' by their portfolio's ratio of bonds to stocks. 41. It is not necessary to do extraordinary things to get extraordinary results. 42. It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently. 43. The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worth less over time. But good businesses are going to become worth more over time. 44. It's been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. 45. It's better to hang out with people better than you. Pick out associates whose behavior is better than yours and you'll drift in that direction. 46. It's better to have a partial interest in the Hope diamond than to own all of a rhinestone. 47. It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. 48. Just pick a broad index like the S&P 500. Don't put your money in all at once; do it over a period of time. 49. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no”. 50. Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless. 51. Many management teams are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares. 52. The difference between successful people and really successful people is that really successful people say no to almost everything. 53. Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well. 54. Never invest in a business you cannot understand. 55. Your premium brand had better be delivering something special, or it’s not going to get the business. 56. One can best prepare themselves for the economic future by investing in your own education. If you study hard and learn at a young age, you will be in the best circumstances to secure your future. 57. The most important thing to do if you find yourself in a hole is to stop digging. 58. One thing that could help would be to write down the reason you are buying a stock before your purchase. Write down "I am buying Microsoft at $300 billion because..." Force yourself to write this down. It clarifies your mind and discipline. 59. Only when the tide goes out do you discover who's been swimming naked. 60. Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. 61. Price is what you pay. Value is what you get. 62. Read 500 pages like this every day. That's how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it. 63. Risk comes from not knowing what you're doing. 64. If a business does well, the stock eventually follows. 65. Since I know of no way to reliably predict market movements, I recommend that you purchase Berkshire shares only if you expect to hold them for at least five years. Those who seek short-term profits should look elsewhere. 66. Someone's sitting in the shade today because someone planted a tree a long time ago 67. The best thing that happens to us is when a great company gets into temporary trouble... We want to buy them when they're on the operating table. 68. Speculation is most dangerous when it looks easiest. 69. Stay away from it. It's a mirage, basically...The idea that it has some huge intrinsic value is a joke in my view. 70. The best chance to deploy capital is when things are going down. 71. The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch. 72. There is nothing wrong with a 'know nothing' investor who realizes it. The problem is when you are a 'know nothing' investor but you think you know something. 73. This does not bother Charlie and me. Indeed, we enjoy such price declines if we have funds available to increase our positions. 74. Too-big-to-fail is not a fallback position at Berkshire. Instead, we will always arrange our affairs so that any requirements for cash we may conceivably have will be dwarfed by our own liquidity. 75. There are all kinds of businesses that Charlie and I don’t understand, but that doesn’t cause us to stay up at night. It just means we go on to the next one, and that’s what the individual investor should do. 76. You can’t buy what is popular and do well. 77. We never want to count on the kindness of strangers in order to meet tomorrow's obligations. When forced to choose, I will not trade even a night's sleep for the chance of extra profits. 78. We will reject interesting opportunities rather than over-leverage our balance sheet. 79. We've long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children. 80. What is smart at one price is stupid at another. 81. What we learn from history is that people don't learn from history. 82. When stock can be bought below a business's value it is probably the best use of cash. 83. When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. 84. When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. 85. When you have able managers of high character running businesses about which they are passionate, you can have a dozen or more reporting to you and still have time for an afternoon nap. Conversely, if you have even one person reporting to you who is deceitful, inept or uninterested, you will find yourself with more than you can handle. 86. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down. 87. Widespread fear is your friend as an investor because it serves up bargain purchases. 88. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. 89. You can't borrow money at 18 or 20 percent and come out ahead. 90. You can't produce a baby in one month by getting nine women pregnant. 91. The most important quality for an investor is temperament, not intellect… You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 92. You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. You only have to be able to evaluate companies within your circle of competence. 93. The size of your circle of competence is not very important; knowing its boundaries, however, is vital.

Compounding Quality

620,915 views • 2 years ago

The July 4th weekend All-In The All-In Podcast turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how the conversation went (save this): ◽️ The Palantir-Nvidia deal is a bet against the model-layer duopoly. Palantir will use Nvidia's Nemotron open models to build a custom frontier-quality model for US government agencies, and the agencies own the hardware, the data, and the weights. Sacks framed it as structural: an application company and a chip company both want a competitive model layer, so they are natural partners against a two-provider middle. ◽️ Alex Karp's CNBC "crashout" was actually the thesis. Karp argued enterprises have lost trust in the frontier labs and want to own their compute, models, data, and alpha. Sacks translated it as a new definition of enterprise AI safety: safety means the model provider cannot hoover up your proprietary knowledge and turn it into its next product. ◽️ Figma is the cautionary tale that made it real. Anthropic launched Claude Design into Figma's category, its chief product officer sat on Figma's board and resigned only 3 days before launch, and Figma's stock is down about 50% this year while Anthropic's valuation surged. Sacks listed Claude Science, Security, Legal, Financial, and Code as the same move: dominate the model layer, then take the lucrative verticals. ◽️ The playbook has a name, and it is Microsoft and Google. Sacks argued Anthropic is running the operating-system strategy: own the layer everyone builds on, then walk up the stack. His Google receipt is that fewer than half of searches now send you off-site, versus an early Google that prided itself on how fast it kicked you away. ◽️ The BCG number is what raises the stakes. Chamath cited a BCG return-on-capital-employed study: the cost of capital is back to its long-run 8 to 11%, and half of large US companies cannot earn returns above it. If you are already teetering on your cost of capital, handing your alpha to a provider that may compete with you is not a luxury risk, it is fatal. ◽️ The 16.4x number is the whole argument in one data point. Chamath ran a code-migration task through 8090's harness. Wrapping Claude was 1.4x cheaper and 1.5x faster than Claude Opus alone. Wrapping the best open-source model was 16.4x cheaper, at about 3x slower. For a background task, three extra hours to cut cost by 16x is not a close call. ◽️ Even at 100x cheaper, enterprises were saying no for the wrong reason. Chamath relayed an ex-Meta PM's point that companies reject open models over China and safety fears, when they could host those same open weights on their own GPUs in US data centers with nothing flowing back. The safety objection, she argued, is backwards: the leak is the data you hand the frontier labs. ◽️ Friedberg says the frontier labs are trying to commoditize their own customers. Anthropic has been signing up life-sciences companies to feed a new life-focused model in exchange for early access, and nearly everyone he has talked to now refuses, recognizing that data they spent billions generating becomes worthless once it is pooled with everyone else's. ◽️ The deployment topology is shifting from big hubs to distributed spokes. Friedberg's map: the old assumption was a few capital-advantaged mega-clusters plus inference clouds. The new one is large hubs, medium hubs (enterprise training clusters), and distributed spokes, including on-prem inference in your own building. Owning your weights is the point. ◽️ Chamath's endgame is running GLM himself. An industry contact told him that with harness post-training and telemetry, an open Chinese model like GLM could get as good as Anthropic's Mythos. His conclusion: take GLM, control it soup-to-nuts on US hardware with only US citizens touching it, and pay a fraction. ◽️ The Apple analogy sharpens why renting intelligence is different from renting distribution. Chamath argued Apple is the only platform that respected developers, deliberately keeping its stock apps basic to protect the ecosystem and collect its 30% tax. There is no 30% tax on open models, and worse, you cannot rent intelligence from the same place that rents it to your competitor without ending up identical to them. ◽️ Nvidia's open model is now good enough to matter. Calacanis claimed you cannot tell Jensen Huang's Nemotron from Claude on 95% of searches, and that Nvidia downplayed the model until now to avoid alarming its top customers. The gloves came off once OpenAI, Anthropic, and Elon all signaled their own silicon ambitions. ◽️ Sacks sized the duopoly: roughly $60B and $40B in ARR. Anthropic is around ~$60 billion of ARR, OpenAI at ~$40 billion, and no one else generates meaningful model-layer revenue. Sacks's policy line: the US does not ban monopolies, only anti-competitive tactics, but the government should do nothing to make the duopoly more likely. ◽️ The token deflation call: 90% a year for three years. Calacanis predicted token costs fall 90% annually for three years, putting the price of intelligence near free and making it rational to waste tokens on hardware you already own. Friedberg's version is a 70/20/10 split between big cloud, local, and other clouds. ◽️ A wave of platform lock-in spending is already landing. Calacanis flagged Microsoft standing up a roughly $2.5 billion forward-deployed-engineer effort and Amazon spending about $1 billion on the same, plus OpenAI's version. His read: enterprises will slam the door, because letting a provider's engineers study your business is how it ends up in their model. ◽️ The server-per-employee prediction. Calacanis expects every employee to get $10,000 to $20,000 of local compute, a Mac Studio or a high-RAM Dell, running a personal local model that syncs to a thin laptop. A server per person, so nothing leaks. ◽️ On jobs, the data does not show present-tense loss. Sacks cited a RAMP and Revelio Labs study of over 21,000 US firms: the heaviest AI spenders grew headcount about 10% over two years, and entry-level headcount grew even faster at 12%. Friedberg's harder claim: there is no AI job loss yet, only clunky, gradual value creation, and the media will not reverse its narrative because that destroys its credibility. ◽️ The displacement case is real but forward-dated. The counterpoint on the show was that customer support, entry-level data entry and BPO, and driving are the near-term displacements, with Waymo cited as present-tense evidence: in markets where it hits critical mass, Uber and Lyft stop recruiting drivers. Sacks noted most US entry-level support was already offshored, so the acute risk sits in those countries first. ◽️ The human-premium counternarrative. Friedberg argued that as automation spreads, human interaction gets a premium: the skilled bartender, the real driver, the human-in-the-loop tier. He cited the company (referenced as Klarna) that hyped replacing its whole support team with AI, then reversed a year later on brand grounds. ◽️ The export-control episode needed three conditions, and Sacks says do not over-read it. Commerce lifted controls on Anthropic's Fable 5 after two weeks, with Mythos 5 restored to US customers around June 26 once co-founder Tom Brown replaced Dario as lead negotiator. Sacks's three conditions: Dario boasting for months about a cyber weapon, Amazon reporting failed guardrails in testing, and Dario refusing to roll Fable back. His message to allies: this was a particular set of circumstances rather than the debut of a standing lever. ◽️ The import question nobody answered cleanly. Calacanis pressed on why the US blocks Chinese cars and drones but not Chinese open models like DeepSeek and Kimi. Sacks's answer: a forked open model run on US hardware stops being Chinese, and banning open source would isolate the US and impose a token tax on American enterprises, so let the market decide if American open models win. ◽️ The California fiscal story is a business-climate story. Friedberg walked through the numbers behind Newsom's "balanced" $351B budget: expenses exceed revenue and $20-40B is borrowed to close the gap, the budget grew 65% in six years ($215B to $355B), personal income tax is $142B of ~$211B revenue with the top 1% (150,000 people) paying $70B of it, and the corporate rate of 8.9% sits far above Texas at zero. ◽️ The tax base is leaving, and the state is now taxing everyone else. Friedberg cited 1 to 1.5% of adjusted gross income leaving each year (about 15% over a decade), at least 15 Fortune 500 HQs and ~2,100 firms gone since 2019, and a new 8% software sales tax hitting Word, Gmail, and ChatGPT subscriptions plus a health-insurance tax, on top of a now-permanent 14.4% top bracket. The liabilities behind it run $1.4T in debt, up to $1.5T in unfunded pensions senior to state bonds, and ~$40B/year in out-year deficits. Lastly, the line that framed the whole show: "You can't rent intelligence from the same place that rents it to your competitor." That is the sovereignty thesis in one sentence, and every number in this episode is an argument for it. ____ Follow Fireside Alpha for more summaries on key business and technology conversations.

Fireside Alpha

54,336 views • 13 days ago

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.com 🟦🪖

232,374 views • 1 year ago

The most epic 13 minute AI rant I've heard in 2026 PS: My parent's heard this when I was playing it in the car and thought Jason ✨👾SaaStr.Ai✨ Lemkin went OFF like Stephen A Smith does on first take PPS: Full transcript below [17:00] Harry Stebbings: I I just wanted to ask Jason, if the people that we want are fundamentally different, the developers that we used to hire, we don't because AI writes the code for us. The marketers we don't want, the sales people we don't want—who who do we want genuinely? Like what is the attractive profile? Because your Anthropic’s and your OpenAIs are hiring, so so what are the people that we want in the companies of the future? [17:18] Jason Lemkin: Look, I know it sounds trite, but but the answer is simple. It's just the expression each year changes. We want folks that are genuinely AI fluent. It's pretty simple. Now you know, maybe last year we called them prompt engineers, right? That used to be a job. I don't know if you remember that actually used to be the hottest job on planet earth. Now no one needs a prompt engineer because it's pretty easy to prompt all these tools. That job died. Okay. Um and now we need go-to-market engineers. Um I think that job's going to die. We need—everyone needs so many forward deployed engineers. Like you can't hire enough forward deployed engineers. But uh you know um but Palantir just announced in whatever their their big their big event—they've gotten their deployment times down over 90% with forward deployed engineers. So that may become—so the this wave of disruption for the titles and the specificity, it's also exhaustingly accelerating. But it's really simple. You meet anyone for any role—sales, marketing, engineering, product, QA—they're they're either they're either they can't keep all of the ways they use AI to accelerate their job from spewing out of their mouth, or they're staring at you. It's there's nowhere in the middle. Like, and the person that comes in and says—it's it's it sounds Captain Obvious—but like, you know, you just had the whatever from Lovable, the the marketing head that was super popular on the show, right? She's just spewing AI-native insights into Lovable, right? It's not that complicated. You hire her, Elena, or whatever it is. You just hire her. It doesn't matter whether she's still in college or a junior or a senior or a middler, a left or right. And honestly, if you interview people, I would say of all even of the best startups I've invested in, maybe 30% of the management team meets this standard at best. 30%. Maybe less. And of the interviews I do in general, it's single-digit percents. It's just and in in that sense, it's the same as ever. Like you either lower the bar in hiring or you hire someone that's actually great. And someone that's actually great is so far ahead of you in how to apply to to employ the efficiencies of AI in their role, your jaw falls on the table. The difference is we used to need warm bodies. That's what's changing. We used to need warm bodies to answer the call, to do QA, to do code review, to to get the blue pixel to go from the upper left to the lower right. You laugh, but you need you literally needed to brute force this with humans. With AI, every day that goes by, the AI—you do not need brute force human beings on your team. And that's another reason they're shrinking. Why are all these new companies so efficient? They're just not brute forcing things with humans. They're just not. They're choosing not to. And so these team—all the brute forcers out there—everyone talks about how bloated teams got in 2021. I don't agree with that. I think they got as big as they needed to be when growth was high and you needed humans to do everything. All you look at these teams that that doubled—well if growth continued at 60% like the rate in early 2021 for 5 years or can help me do the math and every single thing a software company did required a human. You were understaffed by your 2021 headcount. You'd be sitting here in 2026. You every office in SoMa would be triple packed and you there wouldn't be enough humans to staff your company. It's just the world changed. [20:33] Harry Stebbings: Jason, you live on the bleeding edge. I think me and Rory see that and I think the world sees that when they hear you every week in terms of how you run SaaS. For all of the CEOs and execs who listen to the show, what would you advise them in terms of determining whether someone is AI fluent when they meet them for jobs, for talent? [20:51] Jason Lemkin: Here's I realized I was just asked this. I just did a review with a super fast startup growing just crossing 100 million and I was asked this question. And one of my favorite executives, I thought his answer was pretty dated and because he gave me an answer that was about 6 months old. The answer 6 months old is: "I look for folks in my team, I look for you know at what tools they play with." Okay, that was a great answer in like summer of 2025. Okay, I tried Lovable last week. Okay, the answer in 2026 is: "What commercial AI tool have you brought into your organization this month?" That's the test. Anyone that is on the bleeding edge that you would want to hire—now there are so many great products in the market. Okay, there is no excuse in any role to have not brought one tool a month into your organization. Okay, there—now there's going to be better and better tools and better and better products as the year goes on. What's the one you did? And you will see folks with their deer in the headlights to this question. What what sales tool? What marketing tool? What product tool? What engineering tool? What did you bring in? Why did you pick it? How does it working? Because if you're at remotely at the cutting edge, you're all over this. You're looking for the next agentic tools that will radically improve how you do business. This is—you think everyone thinks SaaS is at the bleeding edge, right? You know, you know, all we do is we're just looking for the tools and trying them. Okay? Okay, we're one year ahead of everybody else because we did the simplest thing in the world. Like we tried the tools early and we trained them. We trained them for a month. Okay, I'll give you—want hear a horrible example from this week? Super hot AI company valued at 6 billion. Okay, I'm not going to name it. Um, this week yesterday told us we had to quadruple what we spent on their product. Okay, their agent told us, right? And why did this happen? Okay. Well, at this $6 billion company, no one had trained the agent on its pricing properly. No one had tested it. They said, "Well, well, we've been in beta." And we said, "Well, when did the beta launch? A year ago." Okay, these are people asleep at at the wheel. You want somebody who the instant this comes up, they exactly know what the issue is. And "Hey, when I was at Lovable Replit, we trained the agent. This is how we did it. I brought in this tool. I brought in this tool that that Rory invested in last week. It solved all these issues." That's what you want to hear. And if they haven't brought in a tool in the last 30 days, at least deeply evaluated it. I don't really care whether they bought it, but gone so far down the funnel they can tell you—pick whatever tool: Fixie, Regie, GC, AIGC—I don't care how you went through it, you looked at it, you can tell me the eight ways it would improve the productivity of your business and three you didn't. Just don't hire that person because they're going to run your company to the ground. This is the job today. The job today is not to screw around on ChatGPT and to be a prompt engineer. The job today is to bring the best AI and agentic products into your organization and leverage all the hard work that the engineers have done building those products. That's your job. You don't have to screw around. You don't have to be a prompt engineer anymore. You have to be an agent deployment expert. A—this is the new job we're making up today. An Agentic Deployment Expert. That's your job from C-level to junior. Agentic Deployment Expert. Don't hire anybody else. You're going to regret it. They're going to stare at the camera. He's good. Stare at the camera. He's honorable. We could probably just I could slip away, get a coffee, and come back. No. And I I sound exasperated, Rory. And I—but the reason I am is I can just see I can see my best companies doing it. And I can see some companies I've invested in not doing it. And I want to cry. I just want to cry when they have no ADs on their team. I just—like you're flushing your years of your life down the toilet by not approaching your how you're building this company this way. [24:33] Rory: Yes. And at the risk of being positive, it's worth pointing out two things he didn't say. Well, something implicit why he said—Jason didn't do the only hire, you know, he didn't commit the um employment law, I think it's a civil penalty of saying only employ people below X who get the new new thing because he implicitly said anyone can do it provided you're willing to learn. And I think that's the big aha that's one of the positive statements to make here right? Look and I think it applies—I'm always wary of being "Hey, coming across, hey this this is the things that you all have to do." I think it applies to everyone including investors right? I mean I will say I have found that unless you're willing to invest the time learning these tools you actually shouldn't be investing in them. One of my partners Andy had this expression: "You know, if you decide you want to stop learning new things you probably should retire within 6 to 12 months and never write another check again." Maybe that's down to 3 to 6 months at this stage, right? And I think, you know, it's— [25:27] Harry Stebbings: Yeah, I actually I actually had a meeting with mine and Jason's biggest investor the other day and I—pretend he's not here—I said I think he's the most equipped investor for this generation of investing because I don't think anyone quite sits at the bleeding edge like he does on the investor side. [25:42] Harry Stebbings: Why in terms of using the equip stuff? Yeah. Yeah. In terms of using the stuff, understanding understanding bottlenecks, constraints. For sure. [25:51] Jason Lemkin: But can I just add one point? We can just cuz it's so important if it helps people. Okay, we are—and thank you Harry. We're going through these phases. Okay, and when AI started to blow up for real for us, uh call it early 2024, right? Maybe late '23, I wasn't equipped. It was too technical. I wasn't going to go in and figure out—I wasn't smart enough to figure out how to deal with a massively hallucinating LLM API and turn that and turn that into something magical. Kudos to investors and others that that got it in early '23, '22. I mean I remember I—I guess it was maybe SaaStr Annual '23. I was with David Sacks and I did a Q&A and I said, "How you thinking about AI at Craft?" He's like, "Well we're all in. We want 80% of '23 of investments to be AI." I'm like, "Great but like show me the show me the great ones in market." He's like, "They're all prototypes. We're all they're all they're all proof of concepts but we're all in anyway." That's where you kind of had to be in '23 if you weren't investing at like the LLM level. Okay, I wasn't smart enough. Then we went through this weird-ass prompt engineer era where like you you could torture these products to do something good, right? But you had to torture them. You had to like craft these crazy things that made no sense. Now we are in the era where mere ordinarily smart generalists can make these tools do magical things. And literally I go to these meetings and people be like, "I don't know how to like this is so scary. I don't know how to do this." And we show them our backends. Do you know how to do a workflow generator? Do you know how to do a a decision tree? Like we've been building these since software in the '90s. Okay, if you—I can show you all of our agents. The how they work is novel. They do have to be trained. You can't be lazy and have these agents work. But honestly, the the UI, the UX, the way we interact with them, it's just software. And so my point is: Pick yourself off the ground. This is your time now. If you felt lost in AI era, if you felt like you're behind, you don't understand what all these people are saying on X and Twitter and their Claude and and their and talking about all the 4.6 point Nano point and it's over—like you just it's not your world. This is your time. This is your time for the generalist that knows how to use software tools really really well. And I—this is my last point but it's so important. If ever in your recent life—and this is why you could be all you need to be is young at heart to Rory's point—if in the last three to five years you have successfully deployed a piece of enterprise software of any sort you yourself, not some agency you hired, but if you have deployed it, you can deploy any agentic tool. Any. And you can become the hero in your company and you can become the hero in your functional area. But I watch folks—I'm literally helping a company now that they're adding hundreds of sales folks this year with a new pre-IPO COO—he's not hasn't brought in a single tool, totally scared of it. Okay, it's not that hard. Did you use SalesLoft? Did you use Outreach? Did you use HubSpot? Do you know these tools? If you can deploy these tools, you can deploy a world-changing AI agent. And so this is the time for people like the folks that that were shut out of the AI revolution right now. The generalist folks that are not that know how to deploy software that don't even know how to build software. Like vibe coding for me was folks who knew how to build software, but you didn't have to be an engineer. Now, you just need to know how to deploy software to win with AI agents. That's all you need to know. So many people have these skills and they're petrified of AI. "How did you do that? How did you deploy an AI BDR?" Well, we bought a piece of software, we figured out how it worked for a day, we set it up in an afternoon, and then and then we did spend 30 months training it, which you didn't do with this old software because in the old days, we just had to manually upload all the data, right? And there was no training. The the only non-intuitive part is training these things. And it's it's it's just work. So that's why when I see folks on the management team not doing this, there's no excuse. You do not need to be technical to win with AI agents in Q2 of '26. You do not need to be even 1% technical. Not at all. So it's your time. Or you're going to get laid off. Or you're going to get laid off because you're not going to matter.

Arjun Mahadevan (Mr. LLC 🇺🇸)

37,533 views • 3 months ago

Apple’s iPad “Crush” Ad Is Bleak, Ominous and Threatening I don’t know if you’ve seen Apple’s just-released commercial for the “New” iPad Pro, but it’s pretty awful. It is dark, humorless, and feels like a not-so-thinly veiled threat to writers, musicians, game makers, developers, and artists of all kinds. …and children, even. I’ve watched it at least five times today alone, and I’m left with one big question. “Who on earth approved this?” It’s absolutely baffling that the world’s largest technology company, with the world’s biggest marketing budget, thought this would be a good idea. What kind of idiot—or idiots, since dozens or hundreds of people had to be involved in the writing, staging, producing, recording, and editing—felt this kind of ad would somehow create a positive emotional connection with consumers? Seriously, it’s terrifying. In a dank, cold warehouse, devoid of all life and humanity, an industrial crusher comes to life, and slowly starts destroying a collection of musical, philosophical, and artistic devices and instruments. For no apparent reason, everything starts getting smashed: first, a trumpet, then an arcade video game, then cans of paint, a piano, a globe, a metronome, a guitar… on and on it goes, obliterating everything in sight into a colorful, gooey, explosive mess. Books, camera lenses, lamps, a guitar, a sculpture, and a typewriter—all tools of the liberal arts—get mangled into a garbage heap as Sonny & Cher cheerfully sing, “All I ever need is you.” In the penultimate moment, a goofy yellow smiley emoji becomes a bug-eyed scary-clown freak as it, too, is crushed to death. Worse, if you enable closed captions like I do by default, the video says: “[POPPING] [SPLAT]” right as its eyeballs pop out of its head when Cher sings, “Give me a reason to build my world around you.” It’s enough to make a child cry. It has all the comforting vibes of the burnt pink teddy bear floating in the swimming pool on Breaking Bad after two planes crash in mid-air. I have so many questions (aside from simply wondering the names of the soon-to-be ex-employees who greenlit this abomination). First of all, as a trumpet player myself, I am personally offended that they made me watch a perfectly good trumpet get smashed to smithereens like it’s no big deal. Why would they torture me like this? Second of all, what is the message here? No, not that “the most powerful iPad ever is also the thinnest,” as the voiceover artist states in the last few seconds of the clip. I mean: what is the message? Ostensibly, pulverizing children’s toys, arcade games, architectural models, and ceramic Angry Birds into a paste implies something like “We’re taking all the best of humanity; all the collective works of Western Civilization, smashing it into pieces and putting it inside this remarkably thin device so you can have all of it in the palm of your hand.” But my oh my, is there an elephant in this room… he’s hiding behind the monstrous destroying machine. Did anyone inside Apple realize that everyone outside Apple will recognize this imagery in a metaphorical sense, but not the one Apple intended? We don’t see a crushing machine gently consolidating the greatest output of all our artistic endeavors, simply reformatted for a digital age and consumed by everyone with instant, fingertip access. We see what is painstakingly obvious to us, and the timing couldn’t possibly be worse. We see a giant, soulless machine consuming our work in a very different way. Right now, AI models are training themselves on our intellectual property and even our very own personally-identifying data. We aren’t the ones doing the consuming. We’re the ones being consumed. The tech industry has become one massive gaping maw, opening wide and swallowing everything in sight, chewing it up into little bits and pieces of comminuted waste, like a paper shredder or a garbage disposal. It’s destruction in its most literal form. And for what? For a newer version of the iPad that is only slightly thinner than its predecessor? For an only marginally improved version of Apple’s tablet device that has been around for 14 years? For increased profits? This is a terrible look for Apple. They may as well be saying: “All your work are belong to us.” Personally, I am a fan of artificial intelligence. I am eagerly embracing our robot overlords and I welcome our new CSV god (as the actual developers of AI models like to say). I look forward to the freedom and innovation that will come as a result of humanity augmenting our intelligence with AI like a force multiplier on a battlefield. But if Apple has the same perspective I do, they’re selling it in the worst possible way. When I see this video, I see that Apple is definitely crushing something… but I’m not sure what. -Crushing small companies that develop apps for the extremely heavy-handed App Store, which imposes byzantine restrictions on what they can and can’t do with their own apps? -Crushing competitors by limiting what they can do on the iOS and MacOS platforms with arbitrary and capricious rules about enabling functionalities that Apple doesn’t like, even if users do? -Crushing publishers and content creators with a punitive 30% fee on all subscriptions and in-app purchases? -Crushing choice and competition by not allowing app makers to make apps and programs that do the same thing that native apps already do, even if they do it better? -Crushing all human creativity and innovation by automating and systematizing everything? In the early days of the “Google vs. Apple” fight over the web and app stores, I was really concerned that Google was becoming way, way too powerful. Specifically, in 2015, when Google came up with “app streaming,” they announced a desire to form a “web of apps.” This was concerning. Especially when coupled with Google’s efforts to steal content from other websites and provide it to users via the “knowledge graph” results, ending up with the creation of “zero-click” search results pages, which absolutely punished website owners and content creators. By taking the most valuable content off a website and showing it to Google users without them needing to click through to the website itself, Google had essentially stolen everybody’s intellectual property with only the most minimal attribution possible (to fend off lawsuits no doubt, but with no intention of users actually visiting the website in question anymore). “Google is eating the internet,” I thought, and said out loud, (although I probably wasn’t the first person to use that phrase) But what I meant was purely an analogy. It was vague and ambiguous, almost silly. Maybe I was wrong, though: maybe it’s Apple that’s doing the eating. Maybe Apple is not only gobbling up everyone else’s work, but also homogenizing it—and us—and forcing us to use their platform, pay their fees, abide by their rules, and constantly keep upgrading, upgrading, upgrading, to an ever-thinner iPad in order to use it. Watch the video again. This is the stuff of nightmares. To be perfectly fair, even if I were to take the commercial at face value and ignore it’s off-the-charts creepiness and just stick to its one stated claim—that the new iPad Pro is thinner—it still fails as a commercial. Why? Because nobody cares how thin an iPad is. Seriously. I’ve owned an iPad since 2010: that means I’ve carried around a version of Apple’s already-thin tablet every day for over a dozen years. Never once have I said to myself: “You know what improvement I’d really like to see in this thing? I wish it were thinner.” Never. That thought has never crossed my mind, even once. You know what has? -Better battery life. -I’d like my iPad to not get hot to the touch when I use the Apple Pencil to take notes. -I wish it wasn’t so fragile: I dropped my brand-new iPad 2 back in the day when it slipped out of the arm-hold I was carrying it in, it bounced on the pavement, and the screen shattered into a thousand pieces, making it unusable. -I wish it had more storage. -I wish Apple would stop changing the type of cable connector it uses: I’ve gone from the original 30-pin connector to the Lightning connector, and now to the current USB-C/Thunderbolt connector. -I wish I could view the screen in direct sunlight. -I wish it wouldn’t overheat and turn off automatically when I use it outdoors in the summertime. Those are announcements I would welcome in a new iPad Pro commercial. None of this “now even thinner” nonsense nobody needs or cares about. So, back to the commercial. In my opinion, whoever made this ad should be fired. I almost never say that about other companies, especially for good-faith marketing efforts gone wrong… those of us who work in marketing make mistakes sometimes, and we learn from them. But cases like this warrant a special exception. Marketing and advertising are designed to make people want to buy your products. This commercial doesn’t just not make me want to buy Apple’s products. It makes me not want to buy Apple’s products, which is something altogether different. It turns me from someone who likes iPads into someone who is almost rethinking iPads entirely. That’s not just a bad advertisement; it’s a harmful advertisement. Apple’s usually known for great commercials. The legendary 1984 Super Bowl commercial was, of course, their best. I thought “Hello, I’m a Mac” was absolutely brilliant. They have made some missteps along the way, but this one is really bad. Not even their nauseatingly preachy and woke “Mother Nature” ad from a few years ago was this bad. Steve Jobs once said, “Technology alone is not enough—it’s technology married with liberal arts, married with the humanities, that yields us the results that make our heart sing.” My goodness, that last line alone is poetry itself! This ad seems to be Apple signaling that they don’t believe in that anymore. And I don’t think all this handwringing is an overreaction to where you could say “Oh, c’mon, it’s just a commercial! What’s the big deal?” It is a big deal. It tells you about the values of the company, and what they intend to communicate. Really, how is this the same company that used to sell iPhones by showing grandmas using FaceTime to connect with their baby grandchildren from afar during the holidays? Everything about it is wrong: even the thumbnail they chose for it (the bulging-eyed smiley face) and the fact that they gave it the title “Crush!” It was fun to see the reactions to the video online today. I find it fascinating that Apple shared it on YouTube but turned off the comments. On X, Tim Cook shared it Tuesday, and the video, which so richly deserves to be mocked, is getting it in spades. Some people are calling it “anti-art.” One user called it “soul-crushing,” which was about as literal and logical a response as you’d expect. It turns out Apple actually made an announcement about the commercial. In response to the (apparently unexpected) poor welcome it got, Apple wrote: “We missed the mark with this video, and we’re sorry.” Lame response from a tone-deaf tech behemoth, but still, they hopefully got the message. C’mon, Apple. I have seen the future, and this ain’t it.

Ron Stauffer

19,018 views • 2 years ago

Like seemingly everyone on this app I have plenty of opinions about Twitter > X and figure now is a good time to open up a bit about my experience at the company. I tweeted for years into the void for the love of it like many of you, but after selling my startup to Twitter in 2020 I finally got to see it from the inside. Up close it was both amazing and terrible, like so many other companies and things in life. As someone with a maniacal sense of urgency built into me, Twitter often felt siloed and bureaucratic. Dumb power plays, reorgs and team name changes for the sake of someone’s ego were distractions that occurred too regularly. You couldn’t just be a builder — you also needed to be a politician. I was shocked by how old and bespoke the infrastructure was, but there was little will to think beyond quarterly earnings calls because we were all beholden to the masters of mDAU and revenue growth as a public company. It often felt like things were held together with duct tape and glue, and that many people had just accepted that a small product change could take months or quarters to build. Management had become bloated to accommodate career growth and the company culture felt too soft and entitled for my own taste. Healthy debate and criticism was replaced by a default refrain of “no, that can’t be done” or “another team owns that so don’t touch it”. Teams could spend months building a feature and then some last-minute kerfuffle meant it’d get killed for being too risky. Just talking directly to customers could turn into a turf war and create deadlocks between functions. I recall one such episode where a teammate spent a month trying to get clearance to reach out to some creators. He went through 3 layers of management and 6 different functional teams. In the end 4 executives were involved in the approval. It was insanity, and unfortunately I saw several top performers get burnt out and demoralized after exhausting experiences like that. Most people were good at their jobs but it was nearly impossible to fire poor performers — instead they got shuffled around to other teams because few managers had the will or resources to figure out how to get them out. A high performance culture pulls everyone up, but the opposite weighs everyone down. Twitter often felt like a place that kept squandering its own potential, which was sad and frustrating to see. The person who was best at cutting through the BS and inspiring a vision during my tenure was Kayvon Beykpour, but he wasn’t fully empowered to run the company since he wasn’t the CEO. Despite those real issues, I was lucky enough to work with some of the most talented people in the business at Twitter in product, design, engineering, research, legal, BD, trust & safety, marketing, PR and more. Often it was a small cross-functional team of intrinsically motivated people who made the biggest impact by challenging some core assumption. Those teams were very fun to be on but they felt like the exception rather than the rule. The months of waiting for the deal to close in 2022 were particularly slow and painful; it felt like leadership hid behind lawyers and legal language as all answers about the company’s future notoriously included the phrase “fiduciary duty”. Colleagues openly talked about how Twitter was being sold because leadership didn’t have conviction in their own plan or ability to fix longstanding problems. Although I didn’t know much about Elon I was cautiously optimistic – I saw him as the guy who built incredible and enduring companies like Tesla and SpaceX, so perhaps his private ownership could shake things up and breathe new life into the company. My take on what’s happened since then is full of lived nuance. When people ask why I stayed it’s easy to answer: optimism, curiosity, personal growth and money. From the beginning I saw that some changes Elon was going to make were smart and others were stupid, but when I’m on a team I uphold the philosophy of “praise in public and criticize in private”. I was far from a silent wallflower. I shared my opinions openly and pushed back often, both before and after the acquisition. I made peace with the fact that I didn’t have psychological safety at Twitter 2.0 and that meant I could be fired at any moment, and for no reason at all. I watched it happen repeatedly and saw how negatively it impacted team morale. Although I couldn’t change the situation I did my best to shine a light on folks who were doing important work while being an emotionally supportive leader for those who were struggling to adapt to the more brutalist and hardcore culture. In person Elon is oddly charming and he’s genuinely funny. He also has personality quirks like telling the same stories and jokes over and over. The challenge is his personality and demeanor can turn on a dime going from excited to angry. Since it was hard to read what mood he might be in and what his reaction would be to any given thing, people quickly became afraid of being called into meetings or having to share negative news with him. At times it felt like the inner circle was too zealous and fanatical in their unwavering support of everything he said. When individuals encouraged me to be careful about what I said I politely thanked them and said I would not be taking their advice. I had no interest in adding to a culture of fear or walking on eggshells around Elon. Either he would respect me for being real or he could fire me. Either outcome was okay. I quickly learned that product and business decisions were nearly always the result of him following his gut instinct, and he didn’t seem compelled to seek out or rely on a lot of data or expertise to inform it. That was particularly frustrating for me since I believed I had useful institutional knowledge that could help him make better decisions. Instead he'd poll Twitter, ask a friend, or even ask his biographer for product advice. At times it seemed he trusted random feedback more than the people in the room who spent their lives dedicated to tackling the problem at hand. I never figured out why and remain puzzled by it. I don’t think things had to be as difficult or dramatic as they turned out to be but I can’t say I’d bet against Elon or count him out. He’s smart and has enough money to make a lot of mistakes and then course correct when things go awry. As the largest shareholder he can tank the value in the short-term, but eventually he’ll need things to turn around. His focus on speed is incredible and he’s obviously not afraid of blowing things up, but now the real measure will be how it get reconstructed and if enough people want the new everything app he is building. I learned a ton from watching Elon up close – the good, the bad and the ugly. His boldness, passion and storytelling is inspiring, but his lack of process and empathy is painful. Elon has an exceptional talent for tackling hard physics-based problems but products that facilitate human connection and communication require a different type of social-emotional intelligence. Social networks are hard to kill but they’re not immune from death spirals. Only time will tell what the outcome will be but I hope X finds its footing because competition is good for consumers. In the meantime, I have a lot of empathy for the employees who are working tirelessly behind the scenes, the advertisers who want a stable platform to sell their stuff on, and the customers who are experiencing chaotic updates. It’s been a madhouse. Twitter moved at the speed of molasses and suffered from bureaucracy but now X is run by a mercurial leader whose instinct is driven by the unique and undoubtedly weird experience of being the biggest voice on the platform. Many of you know me from the sleeping bag incident where I slept on a conference room floor, so I figure, let’s talk about that too. Going viral was an odd and interesting experience. I was attacked by people on the left and called a billionaire bootlicker, while simultaneously being attacked by people on the right for being a working mom who was demonized as an example of a woman choosing her career over her family. Thankfully I can laugh at myself and I don’t take armchair keyboard ideologues too seriously. Being the main character on the timeline, even for a few minutes, requires a thick skin and a strong sense of self. The real story is pretty simple. I was given a nearly impossible deadline for his first project and as the product lead I would never ask anyone to do anything I wasn’t willing to do myself. So I worked round the clock alongside an amazing team spanning many timezones, and we delivered it on schedule – truly against the odds. It was intense but also fun. Those first few months were wildly crazy but I wanted to be there and I have no regrets. Showing up and giving it your all should, in most cases, be celebrated. Obviously you can’t work at that pace forever but there are moments where bursts are mission critical. I’ve pulled many all-nighters in my career and also when I was a student for something that mattered to me. I don’t regret putting in long hours or being ambitious, and feel proud of how far I’ve come from where I started thanks in part to that type of work ethic. I think of life as a game, and being at Twitter after the acquisition was like playing life at Level 10 on Hard Mode. Since I like taking on difficult challenges I found it interesting and rewarding because I was growing and learning so rapidly. I realize our society today trends toward polarization but when it comes to this app, its owner, and its future, I am neither a fangirl nor a hater — I’m an optimistic pragmatist. This may really irritate the internet but you cannot pigeonhole me into some radical position of either loving or hating every change that’s occurred. I escaped my fundamentalist upbringing and am a free thinker these days. Everyone can be seen as both a hero or a villain, depending on who is telling what angle of the story. Elon doesn’t deserve to be venerated or vilified. He’s a complicated person with an unfathomable amount of financial and geopolitical power which is why humanity needs him to err on the side of goodness, rather than political divisiveness and pettiness. I disagree with many of his decisions and am surprised by his willingness to burn so much down, but with enough money and time, something new & innovative may emerge. I hope it does. Sometimes I get asked about how I felt when I got laid off, and the truth is it was the best gift I’ve ever received. Sure the headlines and punchlines wrote themselves but I was battle hardened by then. I knew that I’d worked in a way where I could walk out with my head held high. I have no bitterness about the Product Management team being dismantled, and it made sense for me to exit as nearly all of the remaining PMs were let go. Going on a sabbatical afterward has been exactly what I needed to decompress and I’m finally feeling rested and relaxed. I’m a creative and a builder, so sooner than later I’ll jump back into a high intensity company but I’m grateful for this season of thinking, reading, traveling and being with people I love. After having time to reflect I believe more than ever that the very best outcomes flow from great leadership that combines the head and the heart. I’d be remiss if I didn’t note that in all of this there is also a cautionary tale for anyone who succeeds at something — which is that the higher you climb, the smaller your world becomes. It’s a strange paradox but the richest and most powerful people are also some of the most isolated. I found myself frequently looking at Elon and seeing a person who seemed quite alone because his time and energy was so purely devoted to work, which is not the model of a life I want to live. Money and fame can create psychological prisons which may worsen mental health conditions. We’ve all seen high profile cases of celebrities who end up with some combination of depression, paranoia, delusions of grandeur, mania and/or erratic behavior. Living in an echo chamber is dangerous and being at the top makes a person even more susceptible to being surrounded by yes people when nearly everyone around you is on the payroll and somehow stands to benefit from being in your orbit. Figuring out how to keep “better angels” around in the form of family, friends, and teammates is critical to staying on the rails and enduring intense ups and downs. Everyone needs to hear hard truths sometimes and if you fire all the people who speak up then the reality distortion field may just turn into a vortex. I was drawn to Twitter because I’m obsessed with the problem of loneliness and connection between people. I find it fascinating & troubling that humans are getting lonelier as we simultaneously create a world that’s both safer and wealthier. I don’t believe that trade-off has to exist, which is why I keep returning to that theme in my personal and professional life. I realize this is too long of a tweet but Twitter was a weird and special place on the internet, and I’m grateful to have played a teeny tiny role in its story and evolution. I’m here for whatever comes next — on this app and in new places. Consumer social is very much alive and at a fascinating juncture, so I’ll be watching and participating and sharing hot takes because I don’t want to, and probably can’t, turn that part of me off. Perhaps X becomes a resounding success. Or it fails epically. Either way, I expect it will continue to be a very entertaining ride. 🫡

Esther Crawford ✨

5,495,932 views • 3 years ago

🛸 Vegas UFOs 🛸 Wanna support my efforts? Info. is at the end. And, as always, my comments are in ( ). "Jim Dolan (owns Sphere) and Jane Rosenthal made me an offer: 'Could you build an observatory on top of the Sphere?' Dolan is interested in finding whether there is some alien intelligence out there." ~Avi (Since I live here, this is pretty cool! It also doesn't hurt that the owner (Dolan) of my favorite basketball team (NEW YORK KNICKS), and 2nd-fav hockey team (New York Rangers) is one of the folks who helped get this started. Learn something new every day!) Dr. Avi Loeb: "This one is about Sphere in Las Vegas. As you know, it's the most impressive venue for entertainment in the world. Not only have I been [there], I've been to the top of the Sphere, which is like 120 meters high. Here you see me from inside the Sphere. This is the exosphere, by the way, it's covered with LED displays. We went all the way to the top. Why? "Because a year ago, two very distinguished visitors came to the front door of my home. By the way, lots of interesting people show up at my front door. This was Jim Dolan, who owns the Madison Square Garden, as you know, and also the Sphere, and jane rosenthal, the CEO of Tribeca Enterprises, and they made me an offer that I cannot refuse. I'm leading the Galileo Project to look for unusual objects around the Earth. And they said, 'Could you build an observatory on top of the Sphere?' "Because, you know, Jim Dolan really is interested in science, and especially in finding, you know, whether there is some alien intelligence out there. And I said, 'Of course! I will be delighted.' So that was September 2024, one year after the Sphere was opened with a concert, as you may know. I don't know if you've been there." Joe Rogan: "Yeah, I've been there for the UFC." Avi: "Yeah. UFC, exactly. So anyway, I was there just a few months ago with my research team. We went all the way to the top and installed, as you can see here, an array of infrared cameras that monitors the entire sky above Vegas, at all times. So you can see some of these images show the landscape of Vegas in the background. It's like a freckle, you know, on top of the Sphere, the exosphere, which is the biggest display on Earth. But we measured that there is not much light pollution, actually, and we can operate this observatory." (I'm surprised they measured "not much light pollution" since we all know that one nickname for Vegas is The City of Lights due to the millions of lights from the casinos on The Strip and surrounding area.) Avi: "We also put an array of visible-light cameras there, and it's operating, okay? And we hope to see a few million objects over the sky of Vegas and decide whether any of them has performance that deviates from the envelope of human-made technologies." (Absolutely nothing wrong with that. And if anybody craps on it, ask them if they're even interested in this subject.) Avi: "How do we do that? We have the Sphere as one point, but then we put two copies of that observatory ten kilometers away on a triangle. And that allows us to look at objects in the sky from different directions, just like we have two eyes so we can gage the distance. So here we have three eyes looking at the sky above Vegas, and we can tell the distance, the velocity, the acceleration of objects, and ask whether they are lying within the performance envelopes of human-made objects. And that would be amazing, it's very exciting." (It would be nice if there were people who could (allegedly) summon UAP to the Vegas area by meditating or using technology. Oh, wait... 👽 ) Avi: "I see that also as an opportunity to communicate to the public the excitement about science. That's what Jim Dolan and Jane Rosenthal really wanted to deliver. And I'm hoping that we will find something really anomalous. You know, because, as we know, the intelligence agencies are reporting to the U.S. Congress about objects they cannot identify. And, you know, that could be two things." (It can be more than two things. A few possibilities: Foreign adversaries. A human, non-state actor that has acquired a technological breakthrough. A previous human civilization that had a technological breakthrough, survived a cataclysm, and remains hidden on this planet in smaller numbers. A non-human intelligence that's based here and has always been here. A non-human intelligence from another planet. Time-traveling humans. Non-humans who exist in other dimensions that humans can't perceive with their normal senses. Aka Interdimensional or a shadow biome. Nod to Dr. Eric Davis for the latter.) ~ Avi: "They're getting, you know, the defense budget for 2026 is a trillion dollars, okay? If they tell us that with a trillion dollars, there are still objects they cannot identify above the U.S., they're not doing their job. They're not doing their job, and we should be worried." (100%. But there may be some folks in government who CAN identify some of these objects and they're keeping that information hidden for various reasons.) Avi: "Who sent these objects? Could it be adversarial nations? Okay? That's one possibility, which has to do with national security. The second possibility is that it's maybe something from outside of this Earth which would be even more significant." (Again, there are plenty of other possibilities.) Avi: "So either way, we need to figure this out. And I don't think I'm wasting my time leading the Galileo Project to figure out whether there are anomalies, you know, that go beyond human-made technologies. Because if it turns out that all the objects are human made, I will be happy to deliver the set of sensors we developed with the machine-learning software that we developed, to the Department of War 🇺🇸 so that they can employ it for national-security purposes. So my time was not wasted, as a scientist. I'm doing something useful to society." Rogan: "Of course." Avi: "The Department of War can use it. I have no problem. Everything made by humans, by the way, is boring, as far as I'm concerned. I want to see something from outside the solar system, which is not what the government should be about. The government should worry about national security, not about what lies outside the solar system. That's my job definition as an astrophysicist, okay?" (Not to sound like a broken record, but...some of what we're seeing that appears to be anomalous may be from within this solar system or, potentially, Earth-based.) Avi: "And so, I feel that this is worthy [of] pursuing, but the Galileo Project is really the first organized project that constructed a reliable set of sensors in an observatory configuration that does systematic study of the sky to collect millions of objects in the sky per year. We have three observatories, one in Las Vegas, as I mentioned. And by the way, this is the first time it's mentioned publicly, so..." Rogan: "That's amazing." Avi: "And another one in Massachusetts, and a third one in Pennsylvania. They were all funded by people who approached me and said, 'Here is the money.'" Rogan: "Let me ask you this: If it wasn't for those, how many observatories are looking for objects that are not from this Earth? Like, is that very rare?" Avi: "None." Rogan: "None?" Avi: "Well, there are some teams that are, you know, doing it, making a trip to collect some data." Rogan: "There is not constant observation?" Avi: "Of scientific-quality data? No." Rogan: "That's crazy." Avi: "That's crazy! That's what I'm saying." ~ (One of the groups that collected data was the AAWSAP/BAASS team headed up by Dr. James Lacatski. This is from my March 2024 post... Here's an excerpt from "Initial Revelations" by Lacatski, Kelleher and George Knapp. Chapter 18 Integrated Sensor Package to Detect UAP An autonomous sensor package to detect UAP for AAWSAP BAASS was developed by an engineering team located at Bigelow Aerospace. The following is a short summary of the specifications by which the BAASS engineering team began designing an autonomous sensor package. The project started at the conceptual stage with a meeting in late January 2009 and a complete operational prototype was built by August 2009. Design Goals: Device will operate unattended Autonomous data collection Survivability: weather, vandalism, critters Portable: “Two men and a truck.” Limited power No reliance on AC power Must be sized for full nighttime operations Sufficient communications May use WiFi, satellite phone, and cellular phone transmis- sions as the situation warrants Internet appliance for remote connection Short-range sensing (<20ft.) Long-range sensing (up to 5-mile planar radius, indeterminate altitude) Internal clock: GPS or network time-based COTS (Commercial Off-The_Shelf ~Joe) or very near COTS components only Reduce on-site maintenance to the minimum possible Camouflage based on geographic location Sensor Suite Visual, IR, near-IR, and UV spectra cameras Microwave band detection Radio band detection EMI detection in the electronics emission band RADAR LIDAR (Light Detection and Ranging) Audio Radiation (gamma, beta, alpha) Gravimeter See equipment details and illustrations in Tweets 2 and 3. ~End "IR" Excerpt~ ~ Avi: "And, by the way, I gave a briefing to the U.S. congress on May 1, 2025 and Congresswoman Rep. Anna Paulina Luna was there and she was very excited about the work we are doing. But the day before that, I visited an office in the Pentagon that is called the All-domain Anomaly Resolution Office - AARO - All-domain Anomaly Resolution Office. And I asked them, 'You looked into all these unidentified objects reported in the past by military personnel. Did anything trigger your attention as something truly anonymous?' And they said, 'Not really. There are some reports by FBI agents that's really crazy stuff, but we don't have any data from instruments.'" (Here's a tweet from me about the director of AARO, Jon Kosloski, describing three, potentially, anomalous cases AARO is analyzing. ) ~ Avi: "And this is an office within the Pentagon which is funded to figure out things. And so, obviously, what they might want to do is imitate the Galileo Project that I'm leading. But you would think that it would be sort of the vested interest of government, you know, to invest in research related to that, which is what the Galileo Project is doing." Rogan: "Well, here's the thing. I would have thought it was already done." Avi: "I don't know." Rogan: "Until we're having this conversation, I can't believe that they're not monitoring the sky constantly for anomalous objects." Avi: "Well, you remember the Chinese spy balloon that was missed, right? And shot down?" Rogan: "Yes. Yeah, but that was silly." Avi: "So the thing to keep in mind, they're getting data on things in the sky, but if you don't have the right software now, with AI. If you don't have high-quality scientists, the way that the Manhattan Project employed, you might not figure out things. There is a reason why the Manhattan Project recruited the very best scientists. "So I say, put a billion dollars on this or more, bring in the best scientists in the world to figure it out. I'm funded at the level of millions of dollars through the Galileo Project. The government can do a billion... What is a billion dollars? It's a drop in the bucket for the Pentagon. But, if, you know, you should think about the potential risk from drones that are used by adversarial nations and..." (1000%. Put a billion dollars into that and also an AAWSAP-like program that is run by a PUBLIC company, and make all of their data available to us as soon as they receive it.) ~ If you appreciate what I do on Twitter/X (and my Blog and, occasional, YT), and wanna support my efforts, you can subscribe on here. Or.... Patreon - PayPal - [email protected] Venmo - My Patreon is simple. No hidden content and no tiers. If you DO support me, it will be much appreciated. If you can't afford it, don't think twice. I've been there and I get it. If you don't think my content is worth supporting, I still appreciate you reading and commenting on tweets, articles and videos.

Joe Murgia

67,464 views • 8 months ago

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

Daniel Veroc

50,006 views • 1 year ago

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 views • 7 months ago

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

18,659 views • 5 months ago

dave meltzer: youtube enthusiast 💀 perfect. now we can stop pretending this was ever complicated. the real story is not that wwe is afraid of aew. the real story is not that “high level wwe officials” are whispering scary things to dave meltzer. the real story is not even that tony khan got asked a planted question on a media call with very little distribution about the possibility of aew soon having very little distribution, although that sentence is so stupidly perfect it should be bronzed and placed outside the wrestling observer newsletter office like a war memorial for people who died pretending this was journalism. the real story is that aew is going to lose its wbd distribution deal. either it ends at the expiration of the three-year term in 2027, or it ends earlier if paramount closes wbd and decides aew has no strategic place inside the new company. and based on the board as it exists right now, the most likely landing spot for aew in 2027 is google / youtube. that is the story. everything else is laundering. tony khan wants the story to be: “why would wwe say this about us?” that is the whole operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a lightly viewed roh show. a planted story. a planted messenger. a rehearsed answer. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the exact thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is not. it is the most bubble wrapped, manufactured, artificial environment possible. aew is heading toward youtube because the domestic media rights board is closing around them. not as a troll. not as a bit. not as “pr spin.” as a business conclusion. aew is not leverage. wwe is not afraid of aew. the $185 million number was bullshit. the buyer universe was shrinking. paramount / skydance was coming for wbd. wbd was not going to be some permanent aew safe house. youtube was only ever a real “option” if someone at google was actually cutting a media rights check and underwriting production. not because every divorced mom with a ring light and a gmail account can upload video to the same platform. that was always the distinction. that is still the distinction. Nick LoPiccolo — February 28, 2025 “YouTube is an option the same way you or I could start a YT channel tomorrow. Is Jon Cruz cutting AEW a media rights check or underwriting a production budget? Hell no. Just the reality. It isn’t the model. Jon is global head of sports over there.” that was february, not last week. not after dave meltzer suddenly discovered youtube prelim numbers like columbus finding the new world. it is becoming inevitable now. Nick LoPiccolo — April 30, 2026 — 11:26 AM — 251.2K Views “to every journalist and every podcast who interviews tony khan from this day forward: please ask tony if wbd told him back in august they would not be renewing aew. wbd told him in august. i confirmed it directly and triple sourced it. please ask why tony has been acting like nothing is wrong for the last 8 months, and then please ask tony what his actual distribution plan is. because the only distributor left that will take aew is google/youtube. the myaew app is not realistic. the my aewapp is a death sentence in 2026 if youtube doesn’t make an mg deal for aew. they started building it too late and there is no realistic way to scale it. also, who is going to sell ads for the platform? kiswe is not the best. they built the myaew app. they are new to the game. hold tony’s feet to the fire. Paramount is not real for aew. WBD passed back in August. CW/Roku is now off the table. Amazon and Fox do not want AEW. ask Tony why he's been lying to you and to the locker room and to the fans, acting like things are all great with the network? i am sure a lot of people would love to hear his answer.” april 30. 251.2k views. not whispered. not hidden. not vague. not “high level wwe officials.” i said it publicly and directly: wbd passed back in august. paramount is not real for aew. cw / roku is off the table. amazon and fox do not want aew. the myaew app is not realistic. google / youtube is the only distributor left on the board that makes sense. that is the actual story tony khan does not want to answer. not “why would wwe say this?” ask tony khan if wbd told him in august that wbd would not be renewing aew. ask what his actual distribution plan is. ask who is selling ads for the myaew app. ask how a platform built this late scales in 2026. ask whether youtube is an actual rights partner with an mg, or just the place you go when the real buyers are gone. that is the question. not the fake question dave meltzer laundered into “high level wwe officials.” the real question. Nick LoPiccolo — July 9, 2025 — 10:51 AM — 9,565 Views “No one in Hollywood believes the $185 million number.” Nick LoPiccolo — July 9, 2025 — 11:35 AM — 7,470 Views “The $185 million figure is inflated. Variety’s October 2, 2024 article was likely updated after a publicist called on AEW’s behalf, as early reports placed the deal between $140 and $150 million per year. Tony Khan was also included in Variety’s Dealmakers 2024 list, which, while not officially pay to play, strongly favors those spending significant advertising dollars with the outlet. No one in Hollywood seriously believes WBD, which is in junk bond status, is paying AEW $185 million per year. Clear enough?” clear enough? the number was never clean. the number was never real in the way aew fans and wrestling media pretended it was real. and when the $185 million number started getting laughed out of adult rooms, the number magically became $178 million. that is where the shell game gets funny. because $178 million was not some sacred sourced number either. it was brandon thurston taking the median between $170 million, reported by sports business journal, and $185 million, reported by variety and others. that is literally what wrestlenomics said. Wrestlenomics — October 4, 2024 “Why use $178 million here for AEW’s new deal when some outlets are reporting the average annual value is $185 million?” Wrestlenomics — October 4, 2024 “I used $178 million here because it is simply the median of $170 million, as reported by Sports Business Journal, and $185 million, reported by Variety and others.” there it is. arithmetic. not an all-cash rights fee. not a clean license number. not proof wbd valued aew like raw. not a finance-department document from warner bros. discovery. a midpoint between conflicting public reports. then wrestling media treated that midpoint like scripture because they needed the story to be “aew is valued like raw,” not “aew pr inflated a number no serious person in hollywood believed.” and by the way, $170 million was not the clean all-cash number either. that is the scam. float the number. repeat the number. launder the number. defend the number with people who do not understand the difference between cash rights fees, in-kind services, equity, marketing commitments, platform value, make-goods, ad inventory, and press release math. then when the number collapses, pretend the next number was always the number. that is not reporting. that is aew state news. Nick LoPiccolo — July 10, 2025 — 5:53 AM — 12.6K Views “AEW isn’t leverage. It’s not competition. It’s a niche product with loud fans and limited reach.” Nick LoPiccolo — July 10, 2025 — 8:56 AM — 1,018 Views “We handle wrestling deals too, but thinking we need AEW for leverage is myopic. The landscape is changing and the game I’m playing is different.” Nick LoPiccolo — July 15, 2025 — 25.7K Views “AEW isn’t leverage.” that was never emotional. that was never tribal. that was never “i hate aew.” it was market structure. wwe did not need aew as leverage because real leverage was never “another wrestling show exists.” real leverage is architecture, scale, subscriber churn, platform strategy, sports adjacency, global rights, advertising, sponsorship, live inventory, library value, data, brand safety, executive relationships, and the actual buyer universe of maybe 18-20 companies in the united states that matter for live sports rights. aew fans thought this was a wrestling argument. it was never a wrestling argument. it was a board. and the board was already moving. Nick LoPiccolo — August 11, 2025 — 482 Views “I wasn’t viewing the above in that context (TKO vs AEW counter programming), it was more of this is what I’m hearing after 2 weeks of big media deals rolling out (Skydance closing, South Park library moving) etc. Which have all been in the works for awhile.” Nick LoPiccolo — August 11, 2025 — 388 Views “But if you were to look at it from a counter programming perspective (and I don’t think this was a factor in UFC deal) - there are only so many players for these big media rights deals. PARA is likely off the board (via TKO deal) & then what if they acquire WB in 2026/27?” Nick LoPiccolo — August 11, 2025 — 535 Views “Yes, of course, that wouldn’t mean the end for AEW. It would make navigating their media rights deal more challenging, I would guess. But this is a hypothetical scenario & I do not believe anyone is paying $7.7b for UFC or a $40b valuation for WB w/ how do we fuck AEW, either.” Nick LoPiccolo — August 11, 2025 “And hearing all weekend Paramount is still interested in WBD.” Nick LoPiccolo — August 11, 2025 — 1.3K Views “I think more interesting for what it could mean as the dominoes keep falling in terms of the still evolving landscape. The deals are massive & the number of major players at the top are shrinking as still big push for consolidation & scale.” Nick LoPiccolo — August 11, 2025 — 12:11 PM — 2,588 Views “And I’d view AAA on Google/YouTube as directly competitive. It targets both the CMLL collab & the audience that used to watch AEW Dark on YouTube, & WWE is able to send well known stars to AAA events with an eye towards converting more of the younger, YouTube demo of viewers who don’t watch streamers.” again: august 11. not yesterday. not after dave meltzer tweeted a netflix prelim number. not after anyone had to retrofit the argument. the point was already there: the major players at the top were shrinking, paramount was still interested in wbd, paramount was likely off the board for aew because of the tko deal, google / youtube was becoming directly competitive for the exact audience aew used to reach through dark, and the buyer universe was consolidating around deals much bigger than tony khan’s feelings. this was not mysticism. this was not inside baseball for the sake of sounding smart. this was the board. Nick LoPiccolo — August 24, 2025 “This isn’t fair. I misread your question. AEW will exist but likely on the Discovery Global app (if it ever launches, I would bet that it doesn’t) and it will continue to do consistent ratings. If Paramount/Skydance buys WBD in a year…” Nick LoPiccolo — September 4, 2025 — 76 Views “No, that’s the WBD network division (cable, news, sports) that was already announced as being spun off under Discovery Global. The article you’re citing is about them selling a minority equity stake in that unit to cut debt and boost valuation ahead of the 2026 split.” Nick LoPiccolo — September 16, 2025 — 3.6K Views “This is not just about Hollywood scale. It is the foundation of a conservative aligned media infrastructure. A Paramount/WBD merger would fold CBS, CNN, HBO, and Warner Bros IP into Ellison’s orbit under Trump’s regulatory umbrella.” Nick LoPiccolo — September 16, 2025 — 11K Views “Within 48 hours of the rumor, WBD stock surged ~55% and Paramount Skydance rose ~24%. That market response itself boxed David Zaslav in; his board, Wall Street, and his own contract now expect movement.” Nick LoPiccolo — September 27, 2025 — 12:16 PM — 3,516 Views “Nah homie. Enjoy watching the show on YouTube after Ellison buys WBD and Ari who is advising Ellison and used to represent Trump and runs TKO makes the call.” Nick LoPiccolo — September 28, 2025 — 174 Views “I believe if and when Paramount acquires WBD, TKO will push to lock down a monopoly on combat sports. The long knives are already out for competitors, and the rights deals have likely been spread around town precisely to keep rivals from signing with those streamers.” none of that was random. paramount / skydance, ellison, ari, tko, wbd linear assets, youtube, aaa, the tko deal, the wbd split, the shrinking rights buyer universe — all of it was one connected domestic rights architecture. that is why this conversation was always over the heads of the people screaming “cope” in my replies. they were arguing like fans. i was reading the cap table. Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Yes, I always believed Paramount would walk away with WBD. I was one of the first to talk about it on here, even if I wasn’t the first to hear it. The Paramount Skydance acquisition closed on August 7. I posted this on August 11, about 1 month before the The Wall Street Journal first broke the news on September 12 that Paramount Skydance was preparing a bid for WBD.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “The bid was always going to be hostile. We are only in this process because it was a hostile bid. Most people in Hollywood believed Ellison long coveted WB and Jack Warner’s chair. WB was not for sale when Skydance acquired Paramount, which is much smaller in scale.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Nearly everyone in town assumed an Ellison acquisition of WBD was inevitable until the Netflix bid shocked everyone. Signs were there for the last two weeks, which is also when I stopped posting about what might happen. Of course, its not over yet. Paramount still has paths to winning this acquisition. The one thing that’s for certain though is an Ellison-led acquisition of WBD is no longer inevitable.” Nick LoPiccolo — December 8, 2025 “END CREDITS” space jam is a warner bros. movie. that was the joke. and the joke was the same thing i had been saying the whole time: paramount was winning the bid, for those who did not understand. Nick LoPiccolo — December 19, 2025 — 4:30 PM — 828 Views “Here is another reference to it. So tell me how exactly is Paramount the better outcome for Dave’s argument? Netflix doesn’t touch the WBD linear assets. Gunnar keeps his SpinCo.” Puck excerpt — December 19, 2025 “Many industry insiders are also skeptical about Paramount’s seven-year, $7.7 billion deal for exclusive UFC rights in the U.S. Yes, it can be read as a signal that Ellison came to play. But some people see it more as Ari Emanuel having his way with the person to whom he is ostensibly an (unpaid) advisor…” that is the board. that is the relationship map. that is the thing wrestling media either does not understand or pretends not to understand, because understanding it means admitting the story is not “aew has leverage.” the story is that aew is sitting in the middle of a consolidating rights marketplace where the people with leverage are doing much bigger things than worrying about tony khan’s feelings. Nick LoPiccolo — January 21, 2026 — 4:22 PM — 870 Views “i mean get ready to learn youtube buddy” Nick LoPiccolo — February 19, 2026 — 2.8K Views “Paramount was always my bet to acquire Warner Bros. Never wavered.” Nick LoPiccolo — February 28, 2026 — 1:27 PM — 118 Views “you don’t need to look under a hood I AM SAYING THE QUIET PART OUT LOUD 🚨🚨🚨🚨🚨 I BEEN SAYING IT SINCE JULY / AUGUST 🚨🚨🚨🚨🚨 PARAMOUNT IS COMING FOR WBD AEW WILL LOSE A TV DEAL 🚨🚨🚨🚨🚨 GUESS WHO WAS RIGHT 💀” so no, this is not hindsight. this is not showing up after the fact with a flashlight and pretending i discovered the body. this is a paper trail. february: youtube is not a real rights model unless google is cutting the check. april: wbd passed back in august, the myaew app is not realistic, paramount is not real for aew, cw / roku is off the table, amazon and fox do not want aew, and google / youtube is the only distributor left that makes sense. july: the $185 million number is inflated and aew is not leverage. august: the buyer board is shrinking, paramount is still interested in wbd, and google / youtube becomes directly competitive. september: paramount / wbd folds the board into ellison’s orbit, and if ellison buys wbd, enjoy youtube. december: paramount was always the bet, the bid was always going to be hostile, and netflix does not solve dave meltzer’s argument because netflix does not touch the linear assets. january: get ready to learn youtube. february: paramount is coming for wbd and aew will lose a tv deal. same board. same thesis. same answer. now here is the part tony khan and dave meltzer do not want to say out loud. tony khan and dave meltzer do not mention me publicly for a reason. because the second they say my name out loud, they admit where this conversation has actually been coming from. not wwe. not some anonymous “high level official.” not some shadowy tko whisper campaign. me. that is the problem for them. behind the scenes, ask any real insider what happens when my name comes up around this subject. there is a reaction. not because i’m magic. not because i’m some internet boogeyman. because they know exactly who is saying it, why i’m saying it, what rooms i have been in, what companies i have dealt with, what executives i have spoken to, and why the analysis keeps landing. that is why they keep trying to non-person me publicly while reacting to me privately. they want the argument. they want the benefit of responding to the argument. they just do not want to admit whose argument it is. when i said wbd told aew back in august 2025 they were not exercising the option for the fourth year, tony khan blew up behind the scenes and forced john mcmullen to revise / update his article 2-3 weeks ago after i tweeted it. which is hilarious because that should not even be crazy or damaging “news.” that is how this business works. when a distributor is not continuing, they tell you early enough so you have time to find a new home. that is not sabotage. that is not wwe. that is not nick lopiccolo hiding inside david zaslav’s air vents with a clipboard. that is corporate courtesy. wbd execs privately whisper and shake their heads at tony khan’s behavior because their view is very simple: why does tony khan act like everything is great and rainbows and sunshine with the studio? we told tony khan as a courtesy so tony khan would have time to find a new home. and no, this has zero to do with paramount looming as an excuse. paramount did not even make its first hostile bid for wbd until september 11 or 12. that was after tony khan was already told there would not be a wbd renewal. so what did tony khan do? tony khan turned the truth into a wrestling angle. tony khan, or one of tony khan’s minions, gets dave meltzer to drop a story assigning my claims and what i have been publicly posting about tony khan to “high level wwe officials.” why? because it gives tony khan a safer enemy. tony khan does not want the story to be the actual timeline. because the actual timeline is brutal. on february 28, i said youtube was not a real media rights model unless google was actually cutting the check and underwriting production. on april 30, i said wbd passed in august, the myaew app was not realistic, paramount was not real for aew, cw / roku was off the table, amazon and fox did not want aew, and the only distributor left that made sense was google / youtube. on july 9, i said no one in hollywood believed the $185 million number. on july 10, i said aew was not leverage. on august 11, i said the major players at the top were shrinking, paramount was still interested in wbd, and google / youtube was becoming a directly competitive lane. on september 16, i said a paramount / wbd merger would fold cbs, cnn, hbo, and warner bros. ip into ellison’s orbit. on september 27, i said enjoy the show on youtube after ellison buys wbd. on september 28, i said if paramount acquires wbd, tko would push to lock down a monopoly on combat sports. on december 6, i said paramount skydance was preparing a bid for wbd long before most people admitted the obvious. on february 19, i said paramount was always my bet to acquire warner bros. and on february 28, i said it in all caps: paramount is coming for wbd. aew will lose a tv deal. that is the part tony khan cannot answer directly, because the direct answer means admitting this was never “wwe is scared of us.” it was always the board closing. tony khan wants the story to be: why would wwe say this about us? that is the laundering operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a show with very little distribution answering a canned question about aew potentially having very little distribution. based on a planted story, from a planted messenger, with a rehearsed answer, after an roh show maybe 8-15k people watched. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the very thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is the most bubble wrapped, manufactured, artificial environment possible. a canned and rehearsed answer at an roh media scrum about a planted dave meltzer story based on my very real and very public analysis of the media rights board. but make no mistake. tony khan was responding to my words. tony khan just laundered them through dave meltzer and assigned them to wwe / tko so tony khan could keep lying about it publicly without ever saying my name. and now, voila. dave meltzer is posting about youtube viewers and prelims. Dave Meltzer — May 16, 2026 “At this moment there are 340,000 people watching prelims for Netflix on YouTube. It’s a good number.” yes, dave meltzer. youtube can have good numbers. nobody said youtube cannot have good numbers. that was never the issue. the issue is whether youtube is being used as a funnel into a premium rights ecosystem or as a substitute because the premium rights ecosystem rejected you. that is the difference. that has always been the difference. netflix using youtube prelims as audience acquisition is not the same thing as aew trying to spin youtube as a media rights home because the real buyers are gone. ufc using youtube as a funnel is not the same thing as aew using youtube as a life raft. wwe sending stars to aaa on youtube to convert a younger demo is not the same thing as aew retreating to youtube after the traditional buyer board closes. and the fact that dave meltzer is now suddenly tweeting like the mayor of youtube is the punchline. because the same people who mocked the youtube outcome are now going to spend the next several months explaining why youtube is actually good. of course it can be good. for the right use case. for the right property. inside the right architecture. with the right check attached. but when you spend two years telling everyone you were valued like raw and your next stop is “please subscribe and smash that bell,” maybe stop pretending this is victory formation? i told y’all where this was going. the record is right there. i’m still right. and tony and dave: you guys are see through translucent. that’s it for ye 🎤🎤🎤

Nick LoPiccolo

99,106 views • 2 months ago