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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ Ukraine SYSTEMATICALLY attacked Russia's largest retail e-commerce platform, Wildberries โ€” a CIVILIAN e-commerce marketplace Drones hit warehouses & logistics hubs all across the country, disabling 10% of the marketplace's nationwide storage capacityโ€ผ๏ธ ๐Ÿ‘‰ St. Petersburg & Leningrad region: 4 separate facilities on July 24; ๐Ÿ‘‰ Moscow region: Elektrostal...

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Lord Bebo

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๐Ÿ˜Œ Rise and shine! Wildberries warehouses have been hit. Here's what happened near St. Petersburg On the morning of July 24, drones targeted St. Petersburg and the surrounding Leningrad region. At least two Wildberries logistics hubs โ€” in Shushary and Novosaratovka (Utkina Zavod) โ€” were struck. Fires broke out at both sites, employees were evacuated, and Wildberries officially confirmed that operations at both facilities have been suspended. Preliminary reports also indicate that an Ozon warehouse in the Utkina Zavod industrial zone is on fire. St. Petersburg Governor Alexander Beglov said the drones struck civilian infrastructure along Moskovskoye Highway. Leningrad Region Governor Alexander Drozdenko confirmed the strike on the Wildberries warehouse in Novosaratovka, where three people were injured. A warehouse complex belonging to the Severnaya poultry farm in Sinyavino was also hit, causing one of the storage buildings to partially collapse. No injuries were reported there. The attack also disrupted air traffic: around 50 flights were delayed at Pulkovo Airport, while another 15 flights were diverted to alternate airports.
0:59

๐Ÿ˜Œ Rise and shine! Wildberries warehouses have been hit. Here's what happened near St. Petersburg On the morning of July 24, drones targeted St. Petersburg and the surrounding Leningrad region. At least two Wildberries logistics hubs โ€” in Shushary and Novosaratovka (Utkina Zavod) โ€” were struck. Fires broke out at both sites, employees were evacuated, and Wildberries officially confirmed that operations at both facilities have been suspended. Preliminary reports also indicate that an Ozon warehouse in the Utkina Zavod industrial zone is on fire. St. Petersburg Governor Alexander Beglov said the drones struck civilian infrastructure along Moskovskoye Highway. Leningrad Region Governor Alexander Drozdenko confirmed the strike on the Wildberries warehouse in Novosaratovka, where three people were injured. A warehouse complex belonging to the Severnaya poultry farm in Sinyavino was also hit, causing one of the storage buildings to partially collapse. No injuries were reported there. The attack also disrupted air traffic: around 50 flights were delayed at Pulkovo Airport, while another 15 flights were diverted to alternate airports.

NEXTA

195,942 views โ€ข 1 month ago

๐Ÿ’ข Seven killed as Ukrainian drones strike Wildberries, Russiaโ€™s Amazon Seven warehouse workers were killed and about two dozen wounded when Ukrainian drones struck a logistics center run by the Russian online retailer Wildberries in Kotovsk, in Russiaโ€™s Tambov region, the regional governor said. Wildberries is Russiaโ€™s largest e-commerce company. The workers were on a night shift. A second Wildberries facility was hit in Elektrostal, about 30 miles east of Moscow, sending a massive plume of black smoke over the capital region, the company said. See footage attached. The Moscow region governor said 24 people were wounded there and two more at an oil depot in nearby Noginsk. Moscowโ€™s mayor said more than 370 drones flew toward the capital region overnight. Ukraineโ€™s military has not commented.
0:34

๐Ÿ’ข Seven killed as Ukrainian drones strike Wildberries, Russiaโ€™s Amazon Seven warehouse workers were killed and about two dozen wounded when Ukrainian drones struck a logistics center run by the Russian online retailer Wildberries in Kotovsk, in Russiaโ€™s Tambov region, the regional governor said. Wildberries is Russiaโ€™s largest e-commerce company. The workers were on a night shift. A second Wildberries facility was hit in Elektrostal, about 30 miles east of Moscow, sending a massive plume of black smoke over the capital region, the company said. See footage attached. The Moscow region governor said 24 people were wounded there and two more at an oil depot in nearby Noginsk. Moscowโ€™s mayor said more than 370 drones flew toward the capital region overnight. Ukraineโ€™s military has not commented.

Drop Site

166,550 views โ€ข 1 month ago

Wildberries has begun making payments to sellers whose products were damaged as a result of attacks by the Ukrainian Armed Forces on the company's logistics facilities. The first payments will be made on July 22nd, and over 88,000 sellers will receive them, according to Tatiana Kim, founder of Wildberries and CEO of the combined company Wildberries & Russ. Financial support will initially be directed to the smallest and most vulnerable entrepreneurs, whose goods were stored at the warehouse in Electrostal. The funds should appear in the sellers' accounts within 24 hours. "From the first days of the attacks, I said that, despite the force majeure circumstances, we are working to organize financial support for our partners. We are starting the first payments to sellers today," Kim said. The company will publish a detailed formula for calculating the payments on the seller portal. Wildberries is developing a separate support mechanism and sales simulator for small and medium-sized businesses. Another package of measures is being prepared for large sellers and manufacturers who work with the platform on individual terms. This category of partners accounts for a significant share of Wildberries' sales. Similar compensation mechanisms are planned to be applied to entrepreneurs whose goods were damaged at other company facilities. Tatiana Kim called the attacks on warehouses, civilian infrastructure, and Wildberries employees an act of international terrorism. "The attack by Ukraine on civilian infrastructure, ordinary citizens, and our employees is an act of international terrorism," she emphasized. All of Wildberries' logistics complexes are insured, but current contracts do not cover damage caused by terrorist attacks and drone strikes. According to Kim, the risks of terrorism and sabotage are not included in standard insurance policies and require separate inclusion with additional limits. Most Russian insurance companies are not yet ready to insure large industrial facilities against such threats. This situation, according to the head of RWB, was confirmed by "Rosi Gosstrakh." Wildberries supports the development of special insurance products that cover damage from terrorist attacks, sabotage, and the use of drones, and believes that a systematic solution to this problem is necessary. The company's warehouse in the Tambov region was not damaged and is expected to resume operations in the coming days. Work is continuing at the other facilities to eliminate the consequences of the attacks and assess the damage. The company is also restructuring logistics routes and redistributing goods between warehouses to maintain their turnover and the economic stability of sellers. The service for delivering goods is expected to be normalized within 24 hours. At the same time, the priority, against the backdrop of the restructuring of logistics, remains the fulfillment of orders for customers, which is necessary to maintain stable demand. All products available on the Wildberries website remain available for order. "Our logistics infrastructure allows us to restructure processes so that using Wildberries remains easy and convenient," Kim said. She also thanked customers who, after the attacks, decided to support local Russian brands and are sharing information about purchasing products from domestic sellers. On July 18th and 22nd, facilities of Wildberries in the Moscow and Tambov regions, as well as in the Krasnodar and Stavropol regions, were attacked by the Ukrainian Armed Forces. As a result of the attacks, there were casualties and injuries. After the attack in the Krasnodar region, one person died. The company expressed its condolences to the family and promised to provide the relatives with the necessary assistance.
2:14

Wildberries has begun making payments to sellers whose products were damaged as a result of attacks by the Ukrainian Armed Forces on the company's logistics facilities. The first payments will be made on July 22nd, and over 88,000 sellers will receive them, according to Tatiana Kim, founder of Wildberries and CEO of the combined company Wildberries & Russ. Financial support will initially be directed to the smallest and most vulnerable entrepreneurs, whose goods were stored at the warehouse in Electrostal. The funds should appear in the sellers' accounts within 24 hours. "From the first days of the attacks, I said that, despite the force majeure circumstances, we are working to organize financial support for our partners. We are starting the first payments to sellers today," Kim said. The company will publish a detailed formula for calculating the payments on the seller portal. Wildberries is developing a separate support mechanism and sales simulator for small and medium-sized businesses. Another package of measures is being prepared for large sellers and manufacturers who work with the platform on individual terms. This category of partners accounts for a significant share of Wildberries' sales. Similar compensation mechanisms are planned to be applied to entrepreneurs whose goods were damaged at other company facilities. Tatiana Kim called the attacks on warehouses, civilian infrastructure, and Wildberries employees an act of international terrorism. "The attack by Ukraine on civilian infrastructure, ordinary citizens, and our employees is an act of international terrorism," she emphasized. All of Wildberries' logistics complexes are insured, but current contracts do not cover damage caused by terrorist attacks and drone strikes. According to Kim, the risks of terrorism and sabotage are not included in standard insurance policies and require separate inclusion with additional limits. Most Russian insurance companies are not yet ready to insure large industrial facilities against such threats. This situation, according to the head of RWB, was confirmed by "Rosi Gosstrakh." Wildberries supports the development of special insurance products that cover damage from terrorist attacks, sabotage, and the use of drones, and believes that a systematic solution to this problem is necessary. The company's warehouse in the Tambov region was not damaged and is expected to resume operations in the coming days. Work is continuing at the other facilities to eliminate the consequences of the attacks and assess the damage. The company is also restructuring logistics routes and redistributing goods between warehouses to maintain their turnover and the economic stability of sellers. The service for delivering goods is expected to be normalized within 24 hours. At the same time, the priority, against the backdrop of the restructuring of logistics, remains the fulfillment of orders for customers, which is necessary to maintain stable demand. All products available on the Wildberries website remain available for order. "Our logistics infrastructure allows us to restructure processes so that using Wildberries remains easy and convenient," Kim said. She also thanked customers who, after the attacks, decided to support local Russian brands and are sharing information about purchasing products from domestic sellers. On July 18th and 22nd, facilities of Wildberries in the Moscow and Tambov regions, as well as in the Krasnodar and Stavropol regions, were attacked by the Ukrainian Armed Forces. As a result of the attacks, there were casualties and injuries. After the attack in the Krasnodar region, one person died. The company expressed its condolences to the family and promised to provide the relatives with the necessary assistance.

๐Ÿ‡ท๐Ÿ‡บ Yuri Podolyaka

66,954 views โ€ข 1 month ago

๐Ÿšจโ€ผ๏ธ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ MASSIVE NIGHTTIME STRIKE ON MILITARY FACILITIES IN KYIV Russian drones & missiles attacked military logistics facilities โ€” fires recorded in Obolonsky, Svyatoshinsky, Goloseevsky, Desnyansky & Fastiv districts, Brovary, Velyka Dymerka, Kvitneve, Peremoha, Chaika, Sofiyivska Borshahivka At least 15 dead & 50 injured It was the launch of 4 Tsirkon/Oiks missiles, 24 Iskander-M/S-400 ballistic missiles, 115 Shahed & various types drones. Of all this, only 98 drones are reported to have been shot down โ€” Ukrainian Air Force Russian Ministry of Defense says it hit: ๐Ÿ‘‰MLP-Chaika logistics center, where long-range UAVs stored & assembled; ๐Ÿ‘‰Trans-Logistic warehouses containing military equipment; ๐Ÿ‘‰Nova Poshta terminals used for military logistics; ๐Ÿ‘‰Novus logistics center, where UAVs & their components stored; ๐Ÿ‘‰Warehouses of Silpo FOOD, Ice Logistic, Raben, and other companies used for weapons storage; ๐Ÿ‘‰Rozetka warehouse terminal containing military equipment; ๐Ÿ‘‰Warehouses of the Kalinovka logistics center in Kyiv region. *In Goloseevsky district, residents advised to close their windows & limit their time outdoors if possible as ammonia leak was reported
2:16

๐Ÿšจโ€ผ๏ธ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ MASSIVE NIGHTTIME STRIKE ON MILITARY FACILITIES IN KYIV Russian drones & missiles attacked military logistics facilities โ€” fires recorded in Obolonsky, Svyatoshinsky, Goloseevsky, Desnyansky & Fastiv districts, Brovary, Velyka Dymerka, Kvitneve, Peremoha, Chaika, Sofiyivska Borshahivka At least 15 dead & 50 injured It was the launch of 4 Tsirkon/Oiks missiles, 24 Iskander-M/S-400 ballistic missiles, 115 Shahed & various types drones. Of all this, only 98 drones are reported to have been shot down โ€” Ukrainian Air Force Russian Ministry of Defense says it hit: ๐Ÿ‘‰MLP-Chaika logistics center, where long-range UAVs stored & assembled; ๐Ÿ‘‰Trans-Logistic warehouses containing military equipment; ๐Ÿ‘‰Nova Poshta terminals used for military logistics; ๐Ÿ‘‰Novus logistics center, where UAVs & their components stored; ๐Ÿ‘‰Warehouses of Silpo FOOD, Ice Logistic, Raben, and other companies used for weapons storage; ๐Ÿ‘‰Rozetka warehouse terminal containing military equipment; ๐Ÿ‘‰Warehouses of the Kalinovka logistics center in Kyiv region. *In Goloseevsky district, residents advised to close their windows & limit their time outdoors if possible as ammonia leak was reported

Lord Bebo

76,065 views โ€ข 1 month ago

Ukraine's long-range drone campaign appears to have struck another Wildberries distribution center, this time in Novosyomyeikino, continuing a sustained effort to target Russia's largest e-commerce and logistics network. According to Russian officials, the strike ignited a fire at the facility. This video from Telegram purportedly shows a massive fire at the facility following the earlier Ukrainian drone strike. Wildberries is essentially Russia's equivalent of Amazon, operating the country's largest online marketplace with an extensive nationwide warehousing and distribution network. Ukraine argues the company supports Russia's war effort by selling dual-use goods and equipment used by the military, an allegation Moscow denies. The attack is the latest in a broader campaign that has targeted roughly a dozen Wildberries facilities since mid-July, disrupting an estimated 10% of the company's logistics capacity and forcing the retailer to reroute shipments, compensate victims, and absorb significant financial losses. The strikes reflect Ukraine's increasing focus on economic and logistics infrastructure well beyond the front lines, aiming to raise the cost of sustaining Russia's war effort while disrupting everyday commerce.
0:38

Ukraine's long-range drone campaign appears to have struck another Wildberries distribution center, this time in Novosyomyeikino, continuing a sustained effort to target Russia's largest e-commerce and logistics network. According to Russian officials, the strike ignited a fire at the facility. This video from Telegram purportedly shows a massive fire at the facility following the earlier Ukrainian drone strike. Wildberries is essentially Russia's equivalent of Amazon, operating the country's largest online marketplace with an extensive nationwide warehousing and distribution network. Ukraine argues the company supports Russia's war effort by selling dual-use goods and equipment used by the military, an allegation Moscow denies. The attack is the latest in a broader campaign that has targeted roughly a dozen Wildberries facilities since mid-July, disrupting an estimated 10% of the company's logistics capacity and forcing the retailer to reroute shipments, compensate victims, and absorb significant financial losses. The strikes reflect Ukraine's increasing focus on economic and logistics infrastructure well beyond the front lines, aiming to raise the cost of sustaining Russia's war effort while disrupting everyday commerce.

OSINTdefender

182,665 views โ€ข 1 month ago

Massive strike on Ukraine. Analysis of the hits. I'm watching the nightly summary and experiencing dรฉjร  vu. Half of the targets in Kiev have already been mentioned in my publications in July. "Radiometer." They were working on this facility on the night of July 14th: equipment, units, and electronic components for "Neptune-MD," FP-7, -9, and "Grom-2." Today, it's happening again. We're finishing the job. "Burevestnik," also known as Kiev-1. June 15th, July 6th. This is an old, huge facility, spread across multiple buildings. It's impossible to shut it down in a single strike. Kyiv-25, "PV GROUP Ukraine," those same "Lima" systems used to spoof navigation signals. The first strike was on July 2nd. The second is today. These complexes are what divert our "Geran" drones from their course, so the interest in this workshop is understandable. And a separate line of targets: "Flamingo." The FP-5 series of facilities are being systematically targeted, link by link. June 2nd: the Fire Point facility in the Dnipropetrovsk region. July 2nd: "Radioniks," control systems. July 8th: a component manufacturing plant associated with FP-5. On the night of July 30th: "Mayak," with warheads, detonators, and starting boosters for FP-1 and -2, plus Lviv with engines and Kalush with assembly operations. Today: the company itself, "Fire Point," Keiv-111. The company's technical director admitted in an interview back in December that there had been two strikes on their facilities. Since then, the number of hits has increased dramatically. However, it's too early to be complacent. Fire Point deliberately spread its production across dozens of facilities and contractors. Vishneve. Formally, today's target is a logistics center for drone components. I cannot definitively confirm that this is the same facility that was on fire on July 6th. However, Kyiv has already experienced a scandal at this address: the detonation of ammunition at a warehouse belonging to the "Ukroboronprom" structure, 13 hectares of residential area burned, seven people killed in Vishneve and Svyatะฟะตั‚ั€ะพะฒske, followed by the arrest of the company's CEO and his deputy for negligence. And on July 2nd, near there, in Chaika, the largest warehouse complex in the country, "MLP-Chaika," was hit โ€“ according to the Ministry of Defense, it contained drones and ammunition. The western suburbs of Kiev have long been transformed into one large military depot. Among private homes. And the sea. Two cargo ships south of Odessa โ€“ this is no longer news. July 14th, 18th, 21st, 26th, 28th, 30th, 31st. The naval blockade has ceased to be a rhetorical term and has become a system. ะะปะตะบัะฐะฝะดั€ ะšะพั†
0:22

Massive strike on Ukraine. Analysis of the hits. I'm watching the nightly summary and experiencing dรฉjร  vu. Half of the targets in Kiev have already been mentioned in my publications in July. "Radiometer." They were working on this facility on the night of July 14th: equipment, units, and electronic components for "Neptune-MD," FP-7, -9, and "Grom-2." Today, it's happening again. We're finishing the job. "Burevestnik," also known as Kiev-1. June 15th, July 6th. This is an old, huge facility, spread across multiple buildings. It's impossible to shut it down in a single strike. Kyiv-25, "PV GROUP Ukraine," those same "Lima" systems used to spoof navigation signals. The first strike was on July 2nd. The second is today. These complexes are what divert our "Geran" drones from their course, so the interest in this workshop is understandable. And a separate line of targets: "Flamingo." The FP-5 series of facilities are being systematically targeted, link by link. June 2nd: the Fire Point facility in the Dnipropetrovsk region. July 2nd: "Radioniks," control systems. July 8th: a component manufacturing plant associated with FP-5. On the night of July 30th: "Mayak," with warheads, detonators, and starting boosters for FP-1 and -2, plus Lviv with engines and Kalush with assembly operations. Today: the company itself, "Fire Point," Keiv-111. The company's technical director admitted in an interview back in December that there had been two strikes on their facilities. Since then, the number of hits has increased dramatically. However, it's too early to be complacent. Fire Point deliberately spread its production across dozens of facilities and contractors. Vishneve. Formally, today's target is a logistics center for drone components. I cannot definitively confirm that this is the same facility that was on fire on July 6th. However, Kyiv has already experienced a scandal at this address: the detonation of ammunition at a warehouse belonging to the "Ukroboronprom" structure, 13 hectares of residential area burned, seven people killed in Vishneve and Svyatะฟะตั‚ั€ะพะฒske, followed by the arrest of the company's CEO and his deputy for negligence. And on July 2nd, near there, in Chaika, the largest warehouse complex in the country, "MLP-Chaika," was hit โ€“ according to the Ministry of Defense, it contained drones and ammunition. The western suburbs of Kiev have long been transformed into one large military depot. Among private homes. And the sea. Two cargo ships south of Odessa โ€“ this is no longer news. July 14th, 18th, 21st, 26th, 28th, 30th, 31st. The naval blockade has ceased to be a rhetorical term and has become a system. ะะปะตะบัะฐะฝะดั€ ะšะพั†

๐ƒ๐š๐ฏ๐ข๐ ๐™ ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช

15,427 views โ€ข 1 month ago

War always comes back to those who started it. For the fourth time this week, Ukraine has carried out large-scale strikes on Wildberries marketplace warehouses, as these facilities are actively involved in supplying the Russian army with sanctioned components. The attacks are inflicting colossal damage on the Russian economy and shattering the illusion of security within the country. In just one week, coordinated drone attacks destroyed or damaged about 10% of the company's total logistics capacity. Fires engulfed massive hubs in the Moscow region (Elektrostal, Koledino), the Leningrad region (Novosaratovka), St. Petersburg, as well as in Tver, Krasnodar, Stavropol, and Russian-occupied Simferopol. ๐Ÿ”น These logistics centers were used to supply sanctioned electronics, navigation equipment, and chips needed for the production of Russian missiles and drones. ๐Ÿ”น Hubs for supplies from volunteers: Through Wildberries and Ozon, the Russian military, 'Z-volunteers,' and private military companies made bulk purchases of frontline equipment - armor vests, radios, thermal imagers, drones, and tactical medical supplies. Destroying these warehouses burns these supplies before they can be sent to the frontline. This is a severe blow to Russia's economy: โ—พ๏ธ Supply chain collapse: Marketplaces control up to 80% of the online retail market in Russia. The destruction of warehouses is paralyzing domestic commerce, creating shortages of everyday goods. โ—พ๏ธ Billions in business losses: The value of goods destroyed in the first warehouses to burn down was estimated at more than $1 billion. Russian small and mid-sized businesses are suffering catastrophic losses, as Wildberries changed its terms of service in advance, absolving itself of liability for compensation for drone strikes. This is the disruption of Russians' comfort zone: โ—พ๏ธ Psychological effect: The presence of war is being brought from the border regions directly into the heart of Russia, depriving Russians of their familiar comfort. This shatters the "illusion of peaceful life" and compels them to reflect on the situation and call for an end to the war. โ—พ๏ธ Infrastructure vulnerability: Complexes covering vast areas (up to 250,000 mยฒ) are physically impossible to defend with air defense systems, especially after the Russian military redeployed its SAM systems to protect oil refineries. This is a just retribution: โ—พ๏ธ Throughout the war, the Russian army has been systematically destroying Ukrainian civilian sorting terminals and warehouses (including facilities belonging to Nova Post, ATB supermarket chain, and Rozetka). Ukraine has responded in kind, but is targeting only those civilian logistics hubs that directly supply the Russian war machine.
1:03

War always comes back to those who started it. For the fourth time this week, Ukraine has carried out large-scale strikes on Wildberries marketplace warehouses, as these facilities are actively involved in supplying the Russian army with sanctioned components. The attacks are inflicting colossal damage on the Russian economy and shattering the illusion of security within the country. In just one week, coordinated drone attacks destroyed or damaged about 10% of the company's total logistics capacity. Fires engulfed massive hubs in the Moscow region (Elektrostal, Koledino), the Leningrad region (Novosaratovka), St. Petersburg, as well as in Tver, Krasnodar, Stavropol, and Russian-occupied Simferopol. ๐Ÿ”น These logistics centers were used to supply sanctioned electronics, navigation equipment, and chips needed for the production of Russian missiles and drones. ๐Ÿ”น Hubs for supplies from volunteers: Through Wildberries and Ozon, the Russian military, 'Z-volunteers,' and private military companies made bulk purchases of frontline equipment - armor vests, radios, thermal imagers, drones, and tactical medical supplies. Destroying these warehouses burns these supplies before they can be sent to the frontline. This is a severe blow to Russia's economy: โ—พ๏ธ Supply chain collapse: Marketplaces control up to 80% of the online retail market in Russia. The destruction of warehouses is paralyzing domestic commerce, creating shortages of everyday goods. โ—พ๏ธ Billions in business losses: The value of goods destroyed in the first warehouses to burn down was estimated at more than $1 billion. Russian small and mid-sized businesses are suffering catastrophic losses, as Wildberries changed its terms of service in advance, absolving itself of liability for compensation for drone strikes. This is the disruption of Russians' comfort zone: โ—พ๏ธ Psychological effect: The presence of war is being brought from the border regions directly into the heart of Russia, depriving Russians of their familiar comfort. This shatters the "illusion of peaceful life" and compels them to reflect on the situation and call for an end to the war. โ—พ๏ธ Infrastructure vulnerability: Complexes covering vast areas (up to 250,000 mยฒ) are physically impossible to defend with air defense systems, especially after the Russian military redeployed its SAM systems to protect oil refineries. This is a just retribution: โ—พ๏ธ Throughout the war, the Russian army has been systematically destroying Ukrainian civilian sorting terminals and warehouses (including facilities belonging to Nova Post, ATB supermarket chain, and Rozetka). Ukraine has responded in kind, but is targeting only those civilian logistics hubs that directly supply the Russian war machine.

Anton Gerashchenko

105,747 views โ€ข 1 month ago

"We need to finish off Wildberries and Ozon - thatโ€™s a must. It would trigger the collapse of the banking system." - Fire Point co-owner and chief designer Denys Shtilierman in an interview with Ukrainian journalist Dmitry Gordon Strikes on Wildberries: the consequences for Russia's economy Over the course of the week, between July 18 and 24, Ukrainian drones struck at least nine major Wildberries warehouses, from Moscow region to St. Petersburg and Simferopol. Wildberries is Russia's largest online marketplace, handling about half of the country's online purchases. According to preliminary estimates, around 10% of its warehouse capacity has been damaged. The economic consequences of these strikes do deserve attention. Estimates of the damage vary. Rebuilding the warehouses could cost 20-35 billion rubles (~$260-450 million). Total losses, including destroyed goods, exceed 100 billion rubles (~$1.3 billion), while sellers' losses could reach 150 billion rubles (~$1.9 billion) or more. For Russia's economy, this is not a critical scale. However, the losses are concentrated not at the level of the state or big business, but among hundreds of thousands of small entrepreneurs. Eleven days before the first strike, Wildberries changed its terms for sellers: goods destroyed in attacks were classified as force majeure, meaning the company bears no liability. The platform has between 500,000 and 800,000 sellers. A significant portion of them finance their purchases with loans. If the goods are destroyed, there is no compensation, but the loan obligations remain. Thus, much of the financial burden is shifted from the marketplace to small businesses. This means bankruptcies for individual sellers and growing non-performing loans for banks. Wildberries itself is also vulnerable. Last year, the group's main company raised about 1.5 trillion rubles (~$19.2 billion) in short-term financing, and by the end of the year, its debt to banks stood at about 800 billion rubles (~$10.3 billion). A significant share of these loans is unsecured. This model depends on continuous refinancing. Following a series of cyberattacks, the companyโ€™s credit risk is rising: banks may demand higher interest rates, reduce credit limits, or tighten financing terms. Itโ€™s not just borrowing thatโ€™s becoming more expensive. Costs for warehouse insurance, security, and logistics are also rising. Sellers are forced to distribute goods across a larger number of warehouses, which also increases production costs. What's next? In the coming months, the most likely consequences are bankruptcies among some small sellers, an increase in non-performing loans, and higher financing costs for Wildberries. One of the first tests will be the repayment of the companyโ€™s bonds in August. In the longer term, e-commerce logistics in Russia will become more expensive due to higher costs for insurance, security, and the fragmentation of warehouse infrastructure. Some small sellers will leave the market, reducing competition and putting additional pressure on prices. What these strikes are unlikely to cause is the collapse of Wildberries, a stock market crash, or a large-scale economic crisis. Instead, they will gradually increase business costs, weaken small businesses, and make the war increasingly tangible for Russia's rear.
0:35

"We need to finish off Wildberries and Ozon - thatโ€™s a must. It would trigger the collapse of the banking system." - Fire Point co-owner and chief designer Denys Shtilierman in an interview with Ukrainian journalist Dmitry Gordon Strikes on Wildberries: the consequences for Russia's economy Over the course of the week, between July 18 and 24, Ukrainian drones struck at least nine major Wildberries warehouses, from Moscow region to St. Petersburg and Simferopol. Wildberries is Russia's largest online marketplace, handling about half of the country's online purchases. According to preliminary estimates, around 10% of its warehouse capacity has been damaged. The economic consequences of these strikes do deserve attention. Estimates of the damage vary. Rebuilding the warehouses could cost 20-35 billion rubles (~$260-450 million). Total losses, including destroyed goods, exceed 100 billion rubles (~$1.3 billion), while sellers' losses could reach 150 billion rubles (~$1.9 billion) or more. For Russia's economy, this is not a critical scale. However, the losses are concentrated not at the level of the state or big business, but among hundreds of thousands of small entrepreneurs. Eleven days before the first strike, Wildberries changed its terms for sellers: goods destroyed in attacks were classified as force majeure, meaning the company bears no liability. The platform has between 500,000 and 800,000 sellers. A significant portion of them finance their purchases with loans. If the goods are destroyed, there is no compensation, but the loan obligations remain. Thus, much of the financial burden is shifted from the marketplace to small businesses. This means bankruptcies for individual sellers and growing non-performing loans for banks. Wildberries itself is also vulnerable. Last year, the group's main company raised about 1.5 trillion rubles (~$19.2 billion) in short-term financing, and by the end of the year, its debt to banks stood at about 800 billion rubles (~$10.3 billion). A significant share of these loans is unsecured. This model depends on continuous refinancing. Following a series of cyberattacks, the companyโ€™s credit risk is rising: banks may demand higher interest rates, reduce credit limits, or tighten financing terms. Itโ€™s not just borrowing thatโ€™s becoming more expensive. Costs for warehouse insurance, security, and logistics are also rising. Sellers are forced to distribute goods across a larger number of warehouses, which also increases production costs. What's next? In the coming months, the most likely consequences are bankruptcies among some small sellers, an increase in non-performing loans, and higher financing costs for Wildberries. One of the first tests will be the repayment of the companyโ€™s bonds in August. In the longer term, e-commerce logistics in Russia will become more expensive due to higher costs for insurance, security, and the fragmentation of warehouse infrastructure. Some small sellers will leave the market, reducing competition and putting additional pressure on prices. What these strikes are unlikely to cause is the collapse of Wildberries, a stock market crash, or a large-scale economic crisis. Instead, they will gradually increase business costs, weaken small businesses, and make the war increasingly tangible for Russia's rear.

Anton Gerashchenko

34,053 views โ€ข 1 month ago

Zelensky is too stupid to capitulate while he can no longer defend his assets! There are no more air defense systems in Ukraine. Not a single Russian ballistic missile has been intercepted โ€“ Ukrainian media. During the night, at least 24 Iskander missiles and 4 Zircon missiles were launched, and all of them hit their target in Kiev. What was struck in Ukraine? Ukraine's war transport infrastructure was targeted in Kyiv and the surrounding area. "MLP-Chayka" โ€“ this facility stored and distributed components for long-range drones. The "Nova Poshta" innovation terminal โ€“ the largest automated sorting center, through which goods of dual purpose passed: for UAVs, for robotic complexes, and for electronic warfare systems. "Trans-Logistics" โ€“ this facility not only stored, but also assembled drones of various modifications. "Epicenter" warehouse: receiving orders, sorting, and delivering the same components. In Brovary, the "Brovary Terminal" contained imported components for long-range aircraft, "Raben Ukraine," and another sorting center belonging to "Nova Poshta." Complete aircraft drones were stored there. And three dry cargo ships south of Odessa, directly in the passage. Now, why this is not "an attack on packages," as the Ukrainian TV marathon is already claiming. This is a systematic operation targeting various nodes of the Ukrainian defense industry. First, they targeted the "brains." On July 2, "Radioniks" was hit: control systems for "Flamingo," FP-7, FP-9, and "Neptune-MD." On the 14th, "Radioizmeritel" was hit, an electronic base for the same products and for "Grom-2." On August 1, they hit it again, adding "Burevestnik" and the "Fire Point" facility. Then, they targeted the "limbs." On the 11th, "Aerodron" was hit, a facility for heavy drones. On the 16th, "Rapid" and warehouse "Kiev-1" were hit, containing "Lyutye" and "Leleki" drones. On the 26th, "Smart Intelligent Systems" was hit, along with a facility in southwestern Kiev where, together with American specialists, they assembled up to a thousand units per month. And on the 14th, "Ukrarmo Tech" was destroyed โ€“ one of the main production facilities in Ukraine for combat components for drones and missiles. On the 30th, they went beyond the capital: Kalush, "SKB OVT," and "Nefemash." The western border, where rocket assembly was hidden like a safe. It didn't help.
0:36

Zelensky is too stupid to capitulate while he can no longer defend his assets! There are no more air defense systems in Ukraine. Not a single Russian ballistic missile has been intercepted โ€“ Ukrainian media. During the night, at least 24 Iskander missiles and 4 Zircon missiles were launched, and all of them hit their target in Kiev. What was struck in Ukraine? Ukraine's war transport infrastructure was targeted in Kyiv and the surrounding area. "MLP-Chayka" โ€“ this facility stored and distributed components for long-range drones. The "Nova Poshta" innovation terminal โ€“ the largest automated sorting center, through which goods of dual purpose passed: for UAVs, for robotic complexes, and for electronic warfare systems. "Trans-Logistics" โ€“ this facility not only stored, but also assembled drones of various modifications. "Epicenter" warehouse: receiving orders, sorting, and delivering the same components. In Brovary, the "Brovary Terminal" contained imported components for long-range aircraft, "Raben Ukraine," and another sorting center belonging to "Nova Poshta." Complete aircraft drones were stored there. And three dry cargo ships south of Odessa, directly in the passage. Now, why this is not "an attack on packages," as the Ukrainian TV marathon is already claiming. This is a systematic operation targeting various nodes of the Ukrainian defense industry. First, they targeted the "brains." On July 2, "Radioniks" was hit: control systems for "Flamingo," FP-7, FP-9, and "Neptune-MD." On the 14th, "Radioizmeritel" was hit, an electronic base for the same products and for "Grom-2." On August 1, they hit it again, adding "Burevestnik" and the "Fire Point" facility. Then, they targeted the "limbs." On the 11th, "Aerodron" was hit, a facility for heavy drones. On the 16th, "Rapid" and warehouse "Kiev-1" were hit, containing "Lyutye" and "Leleki" drones. On the 26th, "Smart Intelligent Systems" was hit, along with a facility in southwestern Kiev where, together with American specialists, they assembled up to a thousand units per month. And on the 14th, "Ukrarmo Tech" was destroyed โ€“ one of the main production facilities in Ukraine for combat components for drones and missiles. On the 30th, they went beyond the capital: Kalush, "SKB OVT," and "Nefemash." The western border, where rocket assembly was hidden like a safe. It didn't help.

Truth_teller ๐Ÿ‡ท๐Ÿ‡บ

19,497 views โ€ข 1 month ago

๐Ÿšจ ISRAELI IP MYSTERY: Google Searches EXPLODED for Charlie Kirk Assassination Key Players WEEKS Before the Hit โ€“ Coincidence or Cover-Up? You won't believe this... Right after conservative firebrand Charlie Kirk was gunned down on stage at Utah Valley University on Sept 10, 2025, I dove into Google Trends. What I found? A web of SUSPICIOUS spikes from ISRAELI IP addresses hitting EVERY major figure and detail in the caseโ€”MONTHS early. Anchor on July 20, 2025: That's when it all lights up. Here's the bombshell breakdown: ๐Ÿ” Suspect Tyler Robinson: Massive DC spike on arrest day (Sept 10), but weird July 20 blip too. Who's pre-gaming this? ๐Ÿฅ Timpanogos Regional Hospital (Orem, UT): DC searches explode Sept 10-11 for where they rushed Kirk. But hold upโ€”spikes July 16, July 3, even June 28. And the DAY BEFORE the shooting? Someone in DC zeros in. Planning the escape route? ๐Ÿ’€ Medical Examiner Dr. Deirdre Amaro: Barely searched in DC or Utah... but ISRAEL? Sudden interest. No autopsy on Kirk? Shadyโ€”could've revealed bullet angle, type, other injuries. Why skip it? ๐Ÿš” Utah DPS Commissioner Beau Mason: Appointed July 17 (replacing Jess Anderson). DC searches July 16โ€”right in that July 20 window. New sheriff in town... convenient? ๐Ÿ›ฉ๏ธ Spy Plane N1098L (Bombardier Global 6500): This US-contracted jetโ€”capable of deploying DRONESโ€”drops from 50k ft to just 204 ft (stall speed!) over Utah Valley campus TWICE on shooting day: once en route to Montana, once 25 mins AFTER Kirk's death. Flies within 2 miles of the site. ISRAEL searches it Aug 8โ€”32 days pre-hit. Drone strike setup? Videos don't lie. ๐Ÿ•ต๏ธ FBI Salt Lake SACs: Old boss Mehtab Syed? Israel hits July 9. New guy Robert Bohls? Sept 1 from Israel. Left blamed Trump/Patel for "firing" Syedโ€” but someone KNEW the switcheroo early. โ“ Hunter Kozak (Last Q&A Guy): Liberal student who grilled Kirk moments before the shot. Israel searches Aug 3. Bullets had "transgender terms"? His roommate's drama? Too on-the-nose. ๐Ÿฉน Timpanogos Surgeons GALORE: In a 2-week frenzy around July 20, Israel IPs hunted SEVEN docs: Steven Neilman (July 18), Robert Patterson MD (July 23-24), Lee Trotter, Lee Patterson (July 19), Brian Gill (July 22), Richard Rasmussen (July 14), William Pugh (July 30). Why ALL the emergency surgeons at Kirk's hospital? Same IP? FBI, check those VPNs! His body wasn't cold, and the left's screaming "Trump did it." But this? Foreign IPs scouting EVERY angle pre-assassination? If it's one user/VPN, it's a smoking gun. Utah State Police/FBI: Subpoena Google NOW. Who's pulling strings from Tel Aviv? WTF is going on? Drop your theoriesโ€”share if this chills you. Wake up, America! ๐Ÿ”ฅ Shoutout to BaronColeman On Youtube Who BROKE This Story. I'll link his FULL Video Below. Go Subscribe To This Man Please, He's Doing Great Work...
20:28

๐Ÿšจ ISRAELI IP MYSTERY: Google Searches EXPLODED for Charlie Kirk Assassination Key Players WEEKS Before the Hit โ€“ Coincidence or Cover-Up? You won't believe this... Right after conservative firebrand Charlie Kirk was gunned down on stage at Utah Valley University on Sept 10, 2025, I dove into Google Trends. What I found? A web of SUSPICIOUS spikes from ISRAELI IP addresses hitting EVERY major figure and detail in the caseโ€”MONTHS early. Anchor on July 20, 2025: That's when it all lights up. Here's the bombshell breakdown: ๐Ÿ” Suspect Tyler Robinson: Massive DC spike on arrest day (Sept 10), but weird July 20 blip too. Who's pre-gaming this? ๐Ÿฅ Timpanogos Regional Hospital (Orem, UT): DC searches explode Sept 10-11 for where they rushed Kirk. But hold upโ€”spikes July 16, July 3, even June 28. And the DAY BEFORE the shooting? Someone in DC zeros in. Planning the escape route? ๐Ÿ’€ Medical Examiner Dr. Deirdre Amaro: Barely searched in DC or Utah... but ISRAEL? Sudden interest. No autopsy on Kirk? Shadyโ€”could've revealed bullet angle, type, other injuries. Why skip it? ๐Ÿš” Utah DPS Commissioner Beau Mason: Appointed July 17 (replacing Jess Anderson). DC searches July 16โ€”right in that July 20 window. New sheriff in town... convenient? ๐Ÿ›ฉ๏ธ Spy Plane N1098L (Bombardier Global 6500): This US-contracted jetโ€”capable of deploying DRONESโ€”drops from 50k ft to just 204 ft (stall speed!) over Utah Valley campus TWICE on shooting day: once en route to Montana, once 25 mins AFTER Kirk's death. Flies within 2 miles of the site. ISRAEL searches it Aug 8โ€”32 days pre-hit. Drone strike setup? Videos don't lie. ๐Ÿ•ต๏ธ FBI Salt Lake SACs: Old boss Mehtab Syed? Israel hits July 9. New guy Robert Bohls? Sept 1 from Israel. Left blamed Trump/Patel for "firing" Syedโ€” but someone KNEW the switcheroo early. โ“ Hunter Kozak (Last Q&A Guy): Liberal student who grilled Kirk moments before the shot. Israel searches Aug 3. Bullets had "transgender terms"? His roommate's drama? Too on-the-nose. ๐Ÿฉน Timpanogos Surgeons GALORE: In a 2-week frenzy around July 20, Israel IPs hunted SEVEN docs: Steven Neilman (July 18), Robert Patterson MD (July 23-24), Lee Trotter, Lee Patterson (July 19), Brian Gill (July 22), Richard Rasmussen (July 14), William Pugh (July 30). Why ALL the emergency surgeons at Kirk's hospital? Same IP? FBI, check those VPNs! His body wasn't cold, and the left's screaming "Trump did it." But this? Foreign IPs scouting EVERY angle pre-assassination? If it's one user/VPN, it's a smoking gun. Utah State Police/FBI: Subpoena Google NOW. Who's pulling strings from Tel Aviv? WTF is going on? Drop your theoriesโ€”share if this chills you. Wake up, America! ๐Ÿ”ฅ Shoutout to BaronColeman On Youtube Who BROKE This Story. I'll link his FULL Video Below. Go Subscribe To This Man Please, He's Doing Great Work...

Project Constitution

433,367 views โ€ข 11 months ago

โ€ผ๏ธโ€ผ๏ธ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡ท๐Ÿ‡บ Ukraine has just brought the war directly to the Kremlinโ€™s doorstep, launching a massive, coordinated dawn assault that has left Moscow's critical economic and logistics infrastructure engulfed in flames. A swarm of Ukrainian long-range drones completely bypassed Russiaโ€™s air defenses to systematically dismantle vital supply lines and strategic hubs across the Moscow region. In Koledino, a catastrophic fire has crippled the massive logistics complex of Wildberries, Russiaโ€™s largest e-commerce giant and a primary economic engine. Simultaneously, precision strikes turned a critical oil depot in Podolsk into a fireball, while massive blazes tore through the "Yuzhnye Vrata" logistics park in Domodedovo and the "Grivno" industrial park in Motovilovo. Desperate Russian electronic warfare units scrambled to deflect the incoming drones, only to recklessly redirect them into their own high-rise residential buildings, causing widespread chaos. This operation is a masterclass in modern asymmetric warfare, proving that no depth of Russian territory is safe from Ukrainian reach. By paralyzing Moscowโ€™s largest logistical and industrial arteries on the same morning, Ukraine is not just disrupting supply chainsโ€”it is suffocating the domestic economy that sustains Putinโ€™s war machine. As Russiaโ€™s internal stability fractures under the weight of these devastating strikes, the message to the Kremlin is undeniable: the cost of aggression has officially come home to roost. See the latest updates with us: Visioner
0:26

โ€ผ๏ธโ€ผ๏ธ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡ท๐Ÿ‡บ Ukraine has just brought the war directly to the Kremlinโ€™s doorstep, launching a massive, coordinated dawn assault that has left Moscow's critical economic and logistics infrastructure engulfed in flames. A swarm of Ukrainian long-range drones completely bypassed Russiaโ€™s air defenses to systematically dismantle vital supply lines and strategic hubs across the Moscow region. In Koledino, a catastrophic fire has crippled the massive logistics complex of Wildberries, Russiaโ€™s largest e-commerce giant and a primary economic engine. Simultaneously, precision strikes turned a critical oil depot in Podolsk into a fireball, while massive blazes tore through the "Yuzhnye Vrata" logistics park in Domodedovo and the "Grivno" industrial park in Motovilovo. Desperate Russian electronic warfare units scrambled to deflect the incoming drones, only to recklessly redirect them into their own high-rise residential buildings, causing widespread chaos. This operation is a masterclass in modern asymmetric warfare, proving that no depth of Russian territory is safe from Ukrainian reach. By paralyzing Moscowโ€™s largest logistical and industrial arteries on the same morning, Ukraine is not just disrupting supply chainsโ€”it is suffocating the domestic economy that sustains Putinโ€™s war machine. As Russiaโ€™s internal stability fractures under the weight of these devastating strikes, the message to the Kremlin is undeniable: the cost of aggression has officially come home to roost. See the latest updates with us: Visioner

Visioner

75,440 views โ€ข 1 month ago

โ—๏ธโ—๏ธโ—๏ธ๐Ÿ‡บ๐Ÿ‡ฆUkraine has just brought the war directly to the Kremlinโ€™s doorstep, launching a massive, coordinated dawn assault that has left Moscow's critical economic and logistics infrastructure engulfed in flames. A swarm of Ukrainian long-range drones completely bypassed Russiaโ€™s air defenses to systematically dismantle vital supply lines and strategic hubs across the Moscow region. In Koledino, a catastrophic fire has crippled the massive logistics complex of Wildberries, Russiaโ€™s largest e-commerce giant and a primary economic engine. Simultaneously, precision strikes turned a critical oil depot in Podolsk into a fireball, while massive blazes tore through the "Yuzhnye Vrata" logistics park in Domodedovo and the "Grivno" industrial park in Motovilovo. Desperate Russian electronic warfare units scrambled to deflect the incoming drones, only to recklessly redirect them into their own high-rise residential buildings, causing widespread chaos. This operation is a masterclass in modern asymmetric warfare, proving that no depth of Russian territory is safe from Ukrainian reach. By paralyzing Moscowโ€™s largest logistical and industrial arteries on the same morning, Ukraine is not just disrupting supply chainsโ€”it is suffocating the domestic economy that sustains Putinโ€™s war machine. As Russiaโ€™s internal stability fractures under the weight of these devastating strikes, the message to the Kremlin is undeniable: the cost of aggression has officially come home to roost.
0:25

โ—๏ธโ—๏ธโ—๏ธ๐Ÿ‡บ๐Ÿ‡ฆUkraine has just brought the war directly to the Kremlinโ€™s doorstep, launching a massive, coordinated dawn assault that has left Moscow's critical economic and logistics infrastructure engulfed in flames. A swarm of Ukrainian long-range drones completely bypassed Russiaโ€™s air defenses to systematically dismantle vital supply lines and strategic hubs across the Moscow region. In Koledino, a catastrophic fire has crippled the massive logistics complex of Wildberries, Russiaโ€™s largest e-commerce giant and a primary economic engine. Simultaneously, precision strikes turned a critical oil depot in Podolsk into a fireball, while massive blazes tore through the "Yuzhnye Vrata" logistics park in Domodedovo and the "Grivno" industrial park in Motovilovo. Desperate Russian electronic warfare units scrambled to deflect the incoming drones, only to recklessly redirect them into their own high-rise residential buildings, causing widespread chaos. This operation is a masterclass in modern asymmetric warfare, proving that no depth of Russian territory is safe from Ukrainian reach. By paralyzing Moscowโ€™s largest logistical and industrial arteries on the same morning, Ukraine is not just disrupting supply chainsโ€”it is suffocating the domestic economy that sustains Putinโ€™s war machine. As Russiaโ€™s internal stability fractures under the weight of these devastating strikes, the message to the Kremlin is undeniable: the cost of aggression has officially come home to roost.

NSTRIKE

41,987 views โ€ข 1 month ago

We have launched a nationwide campaign (Chhatron Ki Goonj) on the crisis in India's education system. As part of this campaign, Leader of Opposition Shri Rahul Gandhi ji has already interacted with students in Kota and will soon address students in Patna and Prayagraj, culminating in a major rally in Delhi in mid-July. Shri Rahul Gandhi is not just raising the issues surrounding NEET and CBSE examinations, he is raising the fundamental issue of education in India and the urgent need for greater public investment in the sector. Today, families across the country are spending more on coaching centres than the Central Government spends on education. This reflects a fundamental mismatch in our education system, where coaching centres have become indispensable for success. We must build an education system that is fair, accessible, and capable of nurturing the aspirations of every young Indian. ๐Ÿ‘‰Why are coaching centres so popular in this country? ๐Ÿ‘‰Why is medical education so expensive in this country? ๐Ÿ‘‰Why is everything getting privatized? Those are the questions that he raised in Kota, and I think those are the questions that we have to raise in Parliament and outside. : Congress General Secretary (Communications) Shri Jairam Ramesh
1:53

We have launched a nationwide campaign (Chhatron Ki Goonj) on the crisis in India's education system. As part of this campaign, Leader of Opposition Shri Rahul Gandhi ji has already interacted with students in Kota and will soon address students in Patna and Prayagraj, culminating in a major rally in Delhi in mid-July. Shri Rahul Gandhi is not just raising the issues surrounding NEET and CBSE examinations, he is raising the fundamental issue of education in India and the urgent need for greater public investment in the sector. Today, families across the country are spending more on coaching centres than the Central Government spends on education. This reflects a fundamental mismatch in our education system, where coaching centres have become indispensable for success. We must build an education system that is fair, accessible, and capable of nurturing the aspirations of every young Indian. ๐Ÿ‘‰Why are coaching centres so popular in this country? ๐Ÿ‘‰Why is medical education so expensive in this country? ๐Ÿ‘‰Why is everything getting privatized? Those are the questions that he raised in Kota, and I think those are the questions that we have to raise in Parliament and outside. : Congress General Secretary (Communications) Shri Jairam Ramesh

Congress

29,536 views โ€ข 2 months ago

๐Ÿ‡บ๐Ÿ‡ฆ๐ŸŽฏ๐Ÿ‡ท๐Ÿ‡บ Ukraineโ€™s latest strike on Wildberriesโ€™ massive Koledino warehouse has effectively brought Russiaโ€™s largest marketplace to the culmination of a devastating chain of losses, after the company made the costly decision to profit from and support Russiaโ€™s war economy. The Koledino complex, one of Wildberriesโ€™ most important logistics hubs near Moscow, was reportedly around 80% destroyed, adding to the destruction of other major facilities and leaving Kazan, Yekaterinburg and Novosibirsk among the remaining large hubs. The consequences are already spreading far beyond the warehouses themselves. Russian sellers describe inventories accumulated over years disappearing overnight, businesses being wiped out and debts remaining after the merchandise that was supposed to repay them was destroyed. One entrepreneur says the disaster affects not thousands but potentially millions of people connected to the marketplace ecosystem and is now considering leaving Russia. Another seller lost 5,500 products, while a third says her brand has effectively ceased to exist after losses exceeding 15 million rubles, leaving her bankrupt and heavily indebted. For years, the Kremlin has treated Ukraineโ€™s civilian and economic infrastructure as a legitimate instrument of coercion while expecting ordinary Russians to remain insulated from the consequences of the war. That separation is steadily disappearing. Ukraineโ€™s expanding deep-strike capability is increasingly bringing the economic cost of Moscowโ€™s invasion into Russiaโ€™s own rear, where disrupted logistics, destroyed inventories and collapsing businesses translate distant battlefield decisions into consequences ordinary Russians can actually feel. The Kremlin built a war economy assuming geography would keep those consequences away from home. Ukraine is methodically dismantling that assumption. See the latest updates with us: Visioner
0:21

๐Ÿ‡บ๐Ÿ‡ฆ๐ŸŽฏ๐Ÿ‡ท๐Ÿ‡บ Ukraineโ€™s latest strike on Wildberriesโ€™ massive Koledino warehouse has effectively brought Russiaโ€™s largest marketplace to the culmination of a devastating chain of losses, after the company made the costly decision to profit from and support Russiaโ€™s war economy. The Koledino complex, one of Wildberriesโ€™ most important logistics hubs near Moscow, was reportedly around 80% destroyed, adding to the destruction of other major facilities and leaving Kazan, Yekaterinburg and Novosibirsk among the remaining large hubs. The consequences are already spreading far beyond the warehouses themselves. Russian sellers describe inventories accumulated over years disappearing overnight, businesses being wiped out and debts remaining after the merchandise that was supposed to repay them was destroyed. One entrepreneur says the disaster affects not thousands but potentially millions of people connected to the marketplace ecosystem and is now considering leaving Russia. Another seller lost 5,500 products, while a third says her brand has effectively ceased to exist after losses exceeding 15 million rubles, leaving her bankrupt and heavily indebted. For years, the Kremlin has treated Ukraineโ€™s civilian and economic infrastructure as a legitimate instrument of coercion while expecting ordinary Russians to remain insulated from the consequences of the war. That separation is steadily disappearing. Ukraineโ€™s expanding deep-strike capability is increasingly bringing the economic cost of Moscowโ€™s invasion into Russiaโ€™s own rear, where disrupted logistics, destroyed inventories and collapsing businesses translate distant battlefield decisions into consequences ordinary Russians can actually feel. The Kremlin built a war economy assuming geography would keep those consequences away from home. Ukraine is methodically dismantling that assumption. See the latest updates with us: Visioner

Visioner

30,328 views โ€ข 27 days ago

This stock has more than doubled in four months. One of my speakers called it live at our March summit, back when the rest of Wall Street was sprinting for the exits. The company had just told the SEC it couldn't file its annual report on time. The headlines screamed accounting trouble, the crowd hit sell on reflex, and the stock got cut down to roughly half the multiple of its peers. Van Drunkenmiller looked at the same company and saw the OPPOSITE of a problem... The stock was Astrana Health (ASTH), and it was trading around $24. His thesis was almost insultingly simple: Astrana coordinates care for seniors and the chronically ill, which happens to be the one group in America that grows larger and sicker every single year. Revenue was already ripping 56% higher, and the only thing actually broken was a piece of paperwork. The market was pricing a delayed filing as if the entire business had collapsed. The filing got resolved, the accounting cloud lifted, and the May numbers landed exactly as he called them, with revenue up 56% and adjusted EBITDA up 82%. The same analysts who had frozen suddenly raced to raise their targets, and Barclays upgraded it with a $50 target. Astrana closed at $49.81 on July 1. The opportunity was sitting in plain sight, wearing a problem as a costume, priced for fear instead of fundamentals. Van is coming back to do it again. On July 22, he joins me and 14 elite investors for our Best Stock Ideas Online Summit. Each will bring the single highest-conviction idea, all for $99, with replays within 24 hours. The last one handed you a stock that doubled, and so much more. You cannot afford to miss this one. Grab your ticket today:
1:26

This stock has more than doubled in four months. One of my speakers called it live at our March summit, back when the rest of Wall Street was sprinting for the exits. The company had just told the SEC it couldn't file its annual report on time. The headlines screamed accounting trouble, the crowd hit sell on reflex, and the stock got cut down to roughly half the multiple of its peers. Van Drunkenmiller looked at the same company and saw the OPPOSITE of a problem... The stock was Astrana Health (ASTH), and it was trading around $24. His thesis was almost insultingly simple: Astrana coordinates care for seniors and the chronically ill, which happens to be the one group in America that grows larger and sicker every single year. Revenue was already ripping 56% higher, and the only thing actually broken was a piece of paperwork. The market was pricing a delayed filing as if the entire business had collapsed. The filing got resolved, the accounting cloud lifted, and the May numbers landed exactly as he called them, with revenue up 56% and adjusted EBITDA up 82%. The same analysts who had frozen suddenly raced to raise their targets, and Barclays upgraded it with a $50 target. Astrana closed at $49.81 on July 1. The opportunity was sitting in plain sight, wearing a problem as a costume, priced for fear instead of fundamentals. Van is coming back to do it again. On July 22, he joins me and 14 elite investors for our Best Stock Ideas Online Summit. Each will bring the single highest-conviction idea, all for $99, with replays within 24 hours. The last one handed you a stock that doubled, and so much more. You cannot afford to miss this one. Grab your ticket today:

George Noble

38,722 views โ€ข 2 months ago

The almighty yard is no longer in control. Thatโ€™s the worm way of thinkingโ€”โ€œacts of revenge.โ€ The Freedom-Loving Ukrainian Bird works differently: surgically, against what they hold sacred. This morningโ€™s spanking in the courtyards of the Leningrad region once again shatters the myth of โ€œthe yard that taught Vova to strike first.โ€ You know it by now, bunker bastard: this is not revenge for the missile strikes that hit residential neighbourhoods in Kyiv, Dnipro, Zaporizhzhia, Sumy, Kherson and other Ukrainian cities over the past 48 hours. Youโ€™ll keep paying for those with thousands of occupiersโ€™ bodiesโ€”day after day, exactly as the Bird has decided. Meanwhile, in the swamps and in our Crimea, a methodical, mathematically calculated operation with no expiration date is underway under the motto: โ€œThe yard is no longer in control.โ€ Until โ€œMoscow will fall.โ€ A global mission. A pragmatic one. As one of the Birds from the 1st USF Operations Center, Mr. Warrior, likes to say: โ€œStep by step.โ€ So, gentlemen, letโ€™s get back to work. ๐Ÿ”ฅ On July 4, 2026, the Saint Petersburg Oil Terminal was successfully struck by the 1st USF Operations Center, SOF, SSU, HUR, and other components of the Ukrainian Defence Forces. ๐ŸŒถ๏ธ And yesโ€”today the USF Birds switched off the 22nd, 23rd, 24th and 25th electrical substations in Crimea in just the first three days of July. The greening operation is nowhere near finished. Eyes and Stingโ€”the wormsโ€™ worst nightmare. MAGYAR ๐Ÿ‡บ๐Ÿ‡ฆ 04.07.26
0:58

The almighty yard is no longer in control. Thatโ€™s the worm way of thinkingโ€”โ€œacts of revenge.โ€ The Freedom-Loving Ukrainian Bird works differently: surgically, against what they hold sacred. This morningโ€™s spanking in the courtyards of the Leningrad region once again shatters the myth of โ€œthe yard that taught Vova to strike first.โ€ You know it by now, bunker bastard: this is not revenge for the missile strikes that hit residential neighbourhoods in Kyiv, Dnipro, Zaporizhzhia, Sumy, Kherson and other Ukrainian cities over the past 48 hours. Youโ€™ll keep paying for those with thousands of occupiersโ€™ bodiesโ€”day after day, exactly as the Bird has decided. Meanwhile, in the swamps and in our Crimea, a methodical, mathematically calculated operation with no expiration date is underway under the motto: โ€œThe yard is no longer in control.โ€ Until โ€œMoscow will fall.โ€ A global mission. A pragmatic one. As one of the Birds from the 1st USF Operations Center, Mr. Warrior, likes to say: โ€œStep by step.โ€ So, gentlemen, letโ€™s get back to work. ๐Ÿ”ฅ On July 4, 2026, the Saint Petersburg Oil Terminal was successfully struck by the 1st USF Operations Center, SOF, SSU, HUR, and other components of the Ukrainian Defence Forces. ๐ŸŒถ๏ธ And yesโ€”today the USF Birds switched off the 22nd, 23rd, 24th and 25th electrical substations in Crimea in just the first three days of July. The greening operation is nowhere near finished. Eyes and Stingโ€”the wormsโ€™ worst nightmare. MAGYAR ๐Ÿ‡บ๐Ÿ‡ฆ 04.07.26

414 Magyar's Birds

25,517 views โ€ข 2 months ago

While a downed Su-57 โ€” shot down by Russiaโ€™s own air defence โ€” is still burning, and the Subkhankulovo pipeline station is on fire, itโ€™s worth explaining what those spectacular warehouse videos actually mean. Ukrainian serviceman and military analyst Serhii Misiura breaks down why Wildberries is a legitimate strategic target. Here is the scale. Wildberries turns over 4.1 trillion rubles a year โ€” more than 2% of Russiaโ€™s entire GDP. Every 50th ruble in the Russian economy passes through one private platform. To put it in Ukrainian terms: imagine Rozetka, Prom, Nova Poshta, Monobank and all of Ukraineโ€™s outdoor advertising combined into one company. It would still be smaller than Wildberries. โ€” 3,000,000 mยฒ of warehouse space โ€” 45,000+ pickup points (Nova Poshta has 16,000 branches) โ€” 20 million orders per day โ€” over 7 billion items a year โ€” 70 million active buyers per month โ€” Net profit over 100 billion rubles The workforce behind it: โ€” 150,000โ€“200,000 warehouse and logistics staff โ€” 150,000+ working at pickup points โ€” 1,000,000+ registered sellers, employing another 2โ€“3 million people Over 3 million people in Russia depend on this system. Now the part that makes it a military target. Wildberries doubled from 844 billion to 1.67 trillion rubles between 2021 and 2022. Then doubled again to over 4 trillion by 2024โ€“25. Since the full-scale invasion began, the business has grown roughly five times. Western brands leaving. Sanctions. Parallel imports. โ€œWar moneyโ€ โ€” payments for the dead and wounded โ€” flooding poor and remote Russian regions. Mass sales of dual-use goods to the front. Wildberries became the warโ€™s single biggest beneficiary โ€” and its key logistics and supply artery. Misiuraโ€™s conclusion: โ€œDestroying their mega-warehouses today isnโ€™t just a fire at a private companyโ€™s depot. It is directly burning out the economic and logistical doping that holds up the enemyโ€™s rear.โ€ Russia spends about 12% of GDP on this war. Wildberries is 2% of GDP on its own. That is a substantial slice of legitimate military targets. Source: Serhii Misiura, July 23, 2026 #Ukraine #UAF #DroneWarfare #KineticSanctions #RussiaUkraineWar
0:14

While a downed Su-57 โ€” shot down by Russiaโ€™s own air defence โ€” is still burning, and the Subkhankulovo pipeline station is on fire, itโ€™s worth explaining what those spectacular warehouse videos actually mean. Ukrainian serviceman and military analyst Serhii Misiura breaks down why Wildberries is a legitimate strategic target. Here is the scale. Wildberries turns over 4.1 trillion rubles a year โ€” more than 2% of Russiaโ€™s entire GDP. Every 50th ruble in the Russian economy passes through one private platform. To put it in Ukrainian terms: imagine Rozetka, Prom, Nova Poshta, Monobank and all of Ukraineโ€™s outdoor advertising combined into one company. It would still be smaller than Wildberries. โ€” 3,000,000 mยฒ of warehouse space โ€” 45,000+ pickup points (Nova Poshta has 16,000 branches) โ€” 20 million orders per day โ€” over 7 billion items a year โ€” 70 million active buyers per month โ€” Net profit over 100 billion rubles The workforce behind it: โ€” 150,000โ€“200,000 warehouse and logistics staff โ€” 150,000+ working at pickup points โ€” 1,000,000+ registered sellers, employing another 2โ€“3 million people Over 3 million people in Russia depend on this system. Now the part that makes it a military target. Wildberries doubled from 844 billion to 1.67 trillion rubles between 2021 and 2022. Then doubled again to over 4 trillion by 2024โ€“25. Since the full-scale invasion began, the business has grown roughly five times. Western brands leaving. Sanctions. Parallel imports. โ€œWar moneyโ€ โ€” payments for the dead and wounded โ€” flooding poor and remote Russian regions. Mass sales of dual-use goods to the front. Wildberries became the warโ€™s single biggest beneficiary โ€” and its key logistics and supply artery. Misiuraโ€™s conclusion: โ€œDestroying their mega-warehouses today isnโ€™t just a fire at a private companyโ€™s depot. It is directly burning out the economic and logistical doping that holds up the enemyโ€™s rear.โ€ Russia spends about 12% of GDP on this war. Wildberries is 2% of GDP on its own. That is a substantial slice of legitimate military targets. Source: Serhii Misiura, July 23, 2026 #Ukraine #UAF #DroneWarfare #KineticSanctions #RussiaUkraineWar

Army Media ๐Ÿ‡บ๐Ÿ‡ฆ

51,249 views โ€ข 1 month ago

letโ€™s start where this actually lives, not where you want it to live. with the math. the last three weeks of dynamite: ๐Ÿ‘‰ 765k ๐Ÿ‘‰ 730k ๐Ÿ‘‰ 654k that is not a ramp. that is not momentum. that is not โ€œheating upโ€ into a conversion window. that is a decline into it. you are looking at a -111k drop in two weeks, roughly 14โ€“15% contraction from the high to the low, at the exact point where a traditional ppv cycle should be stabilizing or expanding. instead, you have compression. average those three weeks and you land at roughly ~716k linear viewers. that is your real, observable, measurable audience. not hypothetical reach not cumulative impressions not social engagement proxies actual people sitting down and watching the show in the time slot that matters for conversion. iโ€™ve already laid out in detail what the max numbers actually represent and how simulcast behavior works, so iโ€™m not going to re-litigate all of that here. but it matters enough to say again clearly: max is not a second audience at scale. it is a distribution extension that splits the same audience. it does not double your reach. it does not materially expand your funnel. it shifts a portion of existing behavior from one pipe to another. the short version is already established: ๐Ÿ‘‰ max is not additive at scale ๐Ÿ‘‰ max is a split of the same audience ๐Ÿ‘‰ max realistically contributes ~50kโ€“150k, ~75k center so your total reachable audience on a good night is: ๐Ÿ‘‰ ~790kโ€“800k all-in thatโ€™s the funnel. thatโ€™s the ceiling. thatโ€™s the number you are working from. thatโ€™s the universe that can possibly convert into a paid transaction. not hypothetical not inflated not โ€œwhat ifโ€ that is the real audience number. now take the number dave is floating: ๐Ÿ‘‰ ~143k ppv buys run the only equation that matters: ๐Ÿ‘‰ 143k รท 800k = ~17.9% conversion stop there for a second Dave Meltzer is unironically asserting that nearly 1 out of every 5 viewers is converting into a $40โ€“$50 transaction in 2026 in a market with: โ€“ no centralized ppv infrastructure โ€“ subscription-first behavior โ€“ widespread piracy โ€“ fragmented pricing (domestic, max discount, vpn international) โ€“ a declining weekly audience trend that is the claim. not โ€œstrong performance.โ€ not โ€œbetter than expected.โ€ not โ€œup year over year.โ€ the claim is nearly 1 in 5 viewers converting into a $40โ€“$50 transaction in 2026. this is where the conversation should end, because that number does not exist anywhere in modern media behavior. it doesnโ€™t exist in boxing. it doesnโ€™t exist in ufc. it doesnโ€™t exist in any scaled transactional model operating in the current environment. and more importantly, it didnโ€™t exist consistently even when the infrastructure supporting it was intact. again, this is the part people either donโ€™t understand or choose to ignore: ppv is not just a pricing model. it is an infrastructure model. and that infrastructure is gone. for decades, the backbone of ppv was inDemand. that system wasnโ€™t just pushing content out to cable homes. it was aggregating buys, standardizing reporting, and creating a reconciliation layer that allowed promoters, distributors, and networks to operate off the same dataset. if you were serious about this business, you could triangulate numbers. you could get within a narrow band of reality because the pipes were real and the accounting was shared. that system shut down in 2025. ๐Ÿ‘‰ 143k ppv buys is not an aggressive take ๐Ÿ‘‰ it is not an optimistic take ๐Ÿ‘‰ it is a structurally impossible take because we know what real conversion looks like. we do not need to guess. it has been modeled across combat sports, boxing, ufc, and multiple transactional platforms. the ranges are stable: ๐Ÿ‘‰ 1โ€“3% โ†’ normal ๐Ÿ‘‰ 3โ€“5% โ†’ strong ๐Ÿ‘‰ 5%+ โ†’ elite and rare, reserved for events with massive cultural heat and crossover appeal those ranges were established when the infrastructure was intact, pricing was more controlled, piracy was less frictionless, and distribution was more centralized. today, every one of those conditions is worse. pricing is fragmented. you have $49.99 standard, $39.99 through max, international pricing accessible through vpn, and a piracy environment where high-quality streams are available instantly. that is a high-friction, high-leakage system. so conversion should compress, not expand. now apply real-world conversion to your real audience: ๐Ÿ‘‰ 800k ร— 2% = 16k buys ๐Ÿ‘‰ 800k ร— 3% = 24k buys ๐Ÿ‘‰ 800k ร— 5% = 40k buys thatโ€™s your range. ๐Ÿ‘‰ ~15kโ€“35k realistic ๐Ÿ‘‰ ~20kโ€“30k as the most defensible center ๐Ÿ‘‰ ~40k reasonable given the strength of the headliners now invert the math, because this is where the claim completely collapses. if you want to justify 143k buys at even a healthy 3% conversion rate, you need roughly 4.7 million engaged viewers. so the question becomes extremely simple: where are the other four million people? ๐Ÿ‘‰they are not on linear television. ๐Ÿ‘‰they are not on max. ๐Ÿ‘‰they are not showing up in any digital engagement metrics that correlate with that level of demand. ๐Ÿ‘‰they are not visible anywhere in the ecosystem that would need to exist to support that level of conversion. ๐Ÿ‘‰๐Ÿ‘‰๐Ÿ‘‰๐Ÿ‘‰๐Ÿ‘‰ they do not exist. and this is before you even account for the trend line moving the wrong way. you are not converting off a growing base. you are converting off a shrinking one. you are not building urgency. you are losing reach. that matters, because conversion does not happen in a vacuum. it happens on top of momentum, visibility, and audience expansion. when those inputs are declining, conversion does not spike to historic highs. it compresses further. the biggest fights in the world are no longer relying on ppv as their primary distribution model. they are moving to platforms that guarantee reach and revenue up front. the most recent example should end this conversation for anyone actually paying attention: netflix just locked tyson fury vs anthony joshua for a major global fight this august. that is one of the biggest possible matchups in boxing. in any previous era, that is a premium ppv event with massive buy expectations, heavy marketing, and a full transactional rollout. instead, it is going to a subscription platform. why? because the economics are better. the reach is global. the friction is lower. the platform values engagement at scale over one-off purchases. that is where the industry is. so when you are being asked to believe that a weekly wrestling property with a ~700k linear audience, declining into its ppv window, is somehow generating six-figure transactional buys inside a subscription platform in 2026, you are not just being asked to accept a number. dave is asking you to ignore the direction of the entire market. and thatโ€™s before you even bring in platform behavior. max is not a live sports-first platform. it does not behave like one. when max has something it cares about, it promotes it aggressively. homepage rails. push notifications. press releases. talent integration. cross-platform amplification. you do not see that here. and that absence is not accidental. platforms surface what they want you to see. they amplify what drives engagement and revenue. if ppv at scale were happening inside that ecosystem, it would be visible. it would be part of the narrative. it would be monetized loudly. it isnโ€™t. and thatโ€™s before you even factor in the other variables iโ€™ve broken down in detail before: ๐Ÿ‘‰ iโ€™ve already debunked why the max numbers people are throwing around donโ€™t make sense ๐Ÿ‘‰ iโ€™ve already explained what the linear number actually represents and what it doesnโ€™t ๐Ÿ‘‰ iโ€™ve already mapped the media rights landscape in 2026, including how these properties are being evaluated ahead of the paramountโ€“wbd merger the wsj reports could close as early as july so when youโ€™re being told by dave that a property with a ~700k weekly audience trending downward into a ppv window is generating six-figure transactional buys at premium pricing inside a subscription platform in 2026, youโ€™re not being given data. youโ€™re being given a number that does not reconcile with anything else in the system. thatโ€™s math. stop it - 45
1:00

letโ€™s start where this actually lives, not where you want it to live. with the math. the last three weeks of dynamite: ๐Ÿ‘‰ 765k ๐Ÿ‘‰ 730k ๐Ÿ‘‰ 654k that is not a ramp. that is not momentum. that is not โ€œheating upโ€ into a conversion window. that is a decline into it. you are looking at a -111k drop in two weeks, roughly 14โ€“15% contraction from the high to the low, at the exact point where a traditional ppv cycle should be stabilizing or expanding. instead, you have compression. average those three weeks and you land at roughly ~716k linear viewers. that is your real, observable, measurable audience. not hypothetical reach not cumulative impressions not social engagement proxies actual people sitting down and watching the show in the time slot that matters for conversion. iโ€™ve already laid out in detail what the max numbers actually represent and how simulcast behavior works, so iโ€™m not going to re-litigate all of that here. but it matters enough to say again clearly: max is not a second audience at scale. it is a distribution extension that splits the same audience. it does not double your reach. it does not materially expand your funnel. it shifts a portion of existing behavior from one pipe to another. the short version is already established: ๐Ÿ‘‰ max is not additive at scale ๐Ÿ‘‰ max is a split of the same audience ๐Ÿ‘‰ max realistically contributes ~50kโ€“150k, ~75k center so your total reachable audience on a good night is: ๐Ÿ‘‰ ~790kโ€“800k all-in thatโ€™s the funnel. thatโ€™s the ceiling. thatโ€™s the number you are working from. thatโ€™s the universe that can possibly convert into a paid transaction. not hypothetical not inflated not โ€œwhat ifโ€ that is the real audience number. now take the number dave is floating: ๐Ÿ‘‰ ~143k ppv buys run the only equation that matters: ๐Ÿ‘‰ 143k รท 800k = ~17.9% conversion stop there for a second Dave Meltzer is unironically asserting that nearly 1 out of every 5 viewers is converting into a $40โ€“$50 transaction in 2026 in a market with: โ€“ no centralized ppv infrastructure โ€“ subscription-first behavior โ€“ widespread piracy โ€“ fragmented pricing (domestic, max discount, vpn international) โ€“ a declining weekly audience trend that is the claim. not โ€œstrong performance.โ€ not โ€œbetter than expected.โ€ not โ€œup year over year.โ€ the claim is nearly 1 in 5 viewers converting into a $40โ€“$50 transaction in 2026. this is where the conversation should end, because that number does not exist anywhere in modern media behavior. it doesnโ€™t exist in boxing. it doesnโ€™t exist in ufc. it doesnโ€™t exist in any scaled transactional model operating in the current environment. and more importantly, it didnโ€™t exist consistently even when the infrastructure supporting it was intact. again, this is the part people either donโ€™t understand or choose to ignore: ppv is not just a pricing model. it is an infrastructure model. and that infrastructure is gone. for decades, the backbone of ppv was inDemand. that system wasnโ€™t just pushing content out to cable homes. it was aggregating buys, standardizing reporting, and creating a reconciliation layer that allowed promoters, distributors, and networks to operate off the same dataset. if you were serious about this business, you could triangulate numbers. you could get within a narrow band of reality because the pipes were real and the accounting was shared. that system shut down in 2025. ๐Ÿ‘‰ 143k ppv buys is not an aggressive take ๐Ÿ‘‰ it is not an optimistic take ๐Ÿ‘‰ it is a structurally impossible take because we know what real conversion looks like. we do not need to guess. it has been modeled across combat sports, boxing, ufc, and multiple transactional platforms. the ranges are stable: ๐Ÿ‘‰ 1โ€“3% โ†’ normal ๐Ÿ‘‰ 3โ€“5% โ†’ strong ๐Ÿ‘‰ 5%+ โ†’ elite and rare, reserved for events with massive cultural heat and crossover appeal those ranges were established when the infrastructure was intact, pricing was more controlled, piracy was less frictionless, and distribution was more centralized. today, every one of those conditions is worse. pricing is fragmented. you have $49.99 standard, $39.99 through max, international pricing accessible through vpn, and a piracy environment where high-quality streams are available instantly. that is a high-friction, high-leakage system. so conversion should compress, not expand. now apply real-world conversion to your real audience: ๐Ÿ‘‰ 800k ร— 2% = 16k buys ๐Ÿ‘‰ 800k ร— 3% = 24k buys ๐Ÿ‘‰ 800k ร— 5% = 40k buys thatโ€™s your range. ๐Ÿ‘‰ ~15kโ€“35k realistic ๐Ÿ‘‰ ~20kโ€“30k as the most defensible center ๐Ÿ‘‰ ~40k reasonable given the strength of the headliners now invert the math, because this is where the claim completely collapses. if you want to justify 143k buys at even a healthy 3% conversion rate, you need roughly 4.7 million engaged viewers. so the question becomes extremely simple: where are the other four million people? ๐Ÿ‘‰they are not on linear television. ๐Ÿ‘‰they are not on max. ๐Ÿ‘‰they are not showing up in any digital engagement metrics that correlate with that level of demand. ๐Ÿ‘‰they are not visible anywhere in the ecosystem that would need to exist to support that level of conversion. ๐Ÿ‘‰๐Ÿ‘‰๐Ÿ‘‰๐Ÿ‘‰๐Ÿ‘‰ they do not exist. and this is before you even account for the trend line moving the wrong way. you are not converting off a growing base. you are converting off a shrinking one. you are not building urgency. you are losing reach. that matters, because conversion does not happen in a vacuum. it happens on top of momentum, visibility, and audience expansion. when those inputs are declining, conversion does not spike to historic highs. it compresses further. the biggest fights in the world are no longer relying on ppv as their primary distribution model. they are moving to platforms that guarantee reach and revenue up front. the most recent example should end this conversation for anyone actually paying attention: netflix just locked tyson fury vs anthony joshua for a major global fight this august. that is one of the biggest possible matchups in boxing. in any previous era, that is a premium ppv event with massive buy expectations, heavy marketing, and a full transactional rollout. instead, it is going to a subscription platform. why? because the economics are better. the reach is global. the friction is lower. the platform values engagement at scale over one-off purchases. that is where the industry is. so when you are being asked to believe that a weekly wrestling property with a ~700k linear audience, declining into its ppv window, is somehow generating six-figure transactional buys inside a subscription platform in 2026, you are not just being asked to accept a number. dave is asking you to ignore the direction of the entire market. and thatโ€™s before you even bring in platform behavior. max is not a live sports-first platform. it does not behave like one. when max has something it cares about, it promotes it aggressively. homepage rails. push notifications. press releases. talent integration. cross-platform amplification. you do not see that here. and that absence is not accidental. platforms surface what they want you to see. they amplify what drives engagement and revenue. if ppv at scale were happening inside that ecosystem, it would be visible. it would be part of the narrative. it would be monetized loudly. it isnโ€™t. and thatโ€™s before you even factor in the other variables iโ€™ve broken down in detail before: ๐Ÿ‘‰ iโ€™ve already debunked why the max numbers people are throwing around donโ€™t make sense ๐Ÿ‘‰ iโ€™ve already explained what the linear number actually represents and what it doesnโ€™t ๐Ÿ‘‰ iโ€™ve already mapped the media rights landscape in 2026, including how these properties are being evaluated ahead of the paramountโ€“wbd merger the wsj reports could close as early as july so when youโ€™re being told by dave that a property with a ~700k weekly audience trending downward into a ppv window is generating six-figure transactional buys at premium pricing inside a subscription platform in 2026, youโ€™re not being given data. youโ€™re being given a number that does not reconcile with anything else in the system. thatโ€™s math. stop it - 45

Nick LoPiccolo

20,695 views โ€ข 5 months ago

๐Ÿšจ Russia is being hit โ€” and Russians seem delighted. There is no other way to explain it Russiaโ€™s state-run pollster VTsIOM has recorded the highest happiness index in recent months. It rose to 59 points. An interesting picture emerges. In the first two weeks of July alone, Russians withdrew 513 billion rubles in cash โ€” five times more than during the same period last year. But they are not taking out their savings to spend them. They are hiding the money in home safes and stuffing it into cupboards, apparently hoping the state will not accidentally destroy what is left of their wealth. Another source of this newfound happiness is Wildberries. Ukraine has begun a campaign of strikes on logistics hubs, and the consequences could be far more serious than the loss of goods worth a billion dollars. One of Russiaโ€™s largest pro-war Telegram channels, Two Majors, has even urged Russians to protect their businesses from drone attacks themselves and prepare for conditions similar to those now seen in occupied Crimea. The channel also blamed refinery owners for the attacks, claiming they had failed to protect their property โ€œdespite the gift from lawmakers in the form of permission to operate private air defenses.โ€ But the happiness index keeps rising. So everything must be fine.
1:37

๐Ÿšจ Russia is being hit โ€” and Russians seem delighted. There is no other way to explain it Russiaโ€™s state-run pollster VTsIOM has recorded the highest happiness index in recent months. It rose to 59 points. An interesting picture emerges. In the first two weeks of July alone, Russians withdrew 513 billion rubles in cash โ€” five times more than during the same period last year. But they are not taking out their savings to spend them. They are hiding the money in home safes and stuffing it into cupboards, apparently hoping the state will not accidentally destroy what is left of their wealth. Another source of this newfound happiness is Wildberries. Ukraine has begun a campaign of strikes on logistics hubs, and the consequences could be far more serious than the loss of goods worth a billion dollars. One of Russiaโ€™s largest pro-war Telegram channels, Two Majors, has even urged Russians to protect their businesses from drone attacks themselves and prepare for conditions similar to those now seen in occupied Crimea. The channel also blamed refinery owners for the attacks, claiming they had failed to protect their property โ€œdespite the gift from lawmakers in the form of permission to operate private air defenses.โ€ But the happiness index keeps rising. So everything must be fine.

NEXTA

42,304 views โ€ข 1 month ago