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⚓️📰🚨 #USNAVY UPDATE: Navy Recruiting Reserve Command Exceeds FY25 Goals, Expands Mission Success Navy Recruiting Reserve Command (NRRC) closed out fiscal year (FY) 2025 by surpassing both enlisted and officer recruiting goals and completing its first year integrating active component (AC) Sailors directly into the reserve component (RC).

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58,627 次观看 • 9 个月前 •via X (Twitter)

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I admire Mr. Hung Cao and I think he is the best man for the job. He has taken the perfect step here in following the great example of Mr. Pete Hegseth. An apology, after all, is the first step in the healing process. The next step is restoration. Finally, we should see some accountability. Here is the part of the problem… Why did we wait ONE FULL YEAR to start the process? Why did it have to wait on the most honorable Mr. Cao to start this process for the U.S. Navy when Secretary of War Pete Hegseth ordered it so long ago? The fact of the matter is that Mr. Cao IS honorable. He did not harm my brother and sisters, like so many of our other leaders did. Therefore, this apology should not have come JUST from him. This apology should have come from those who committed the violations that resulted in more than 40 federal lawsuits against the United States Military. Violations committed by such men as U.S. NavyCNO [ADM Caudle] and Navy Recruiting Command [ADM Waters]. Admiral Waters, for example, was responsible for the program that unlawfully denied Navy Religious Accommodations and sent the Navy to federal court for years, while wrongfully kicking out thousands of our best sailors. Guess what, though... Admiral Waters got promoted and, irony of ironies, is now the Admiral in charge of all Navy Recruiting. You can't make this stuff up. The apology is a positive step, and I support Mr. Cao 100%. However, I will reserve my optimism for when we see some true accountability.
0:21

I admire Mr. Hung Cao and I think he is the best man for the job. He has taken the perfect step here in following the great example of Mr. Pete Hegseth. An apology, after all, is the first step in the healing process. The next step is restoration. Finally, we should see some accountability. Here is the part of the problem… Why did we wait ONE FULL YEAR to start the process? Why did it have to wait on the most honorable Mr. Cao to start this process for the U.S. Navy when Secretary of War Pete Hegseth ordered it so long ago? The fact of the matter is that Mr. Cao IS honorable. He did not harm my brother and sisters, like so many of our other leaders did. Therefore, this apology should not have come JUST from him. This apology should have come from those who committed the violations that resulted in more than 40 federal lawsuits against the United States Military. Violations committed by such men as U.S. NavyCNO [ADM Caudle] and Navy Recruiting Command [ADM Waters]. Admiral Waters, for example, was responsible for the program that unlawfully denied Navy Religious Accommodations and sent the Navy to federal court for years, while wrongfully kicking out thousands of our best sailors. Guess what, though... Admiral Waters got promoted and, irony of ironies, is now the Admiral in charge of all Navy Recruiting. You can't make this stuff up. The apology is a positive step, and I support Mr. Cao 100%. However, I will reserve my optimism for when we see some true accountability.

Rob Green

23,571 次观看 • 7 个月前

The command of the Russian occupying forces has removed from his post the Deputy Commander-in-Chief of the Russian Navy for Coastal and Ground Forces, Lieutenant General Sukhrab Akhmedov, who was awarded the title of "Hero of Russia" in the summer of 2025. Akhmedov commanded a marine infantry grouping composed of two divisions, two brigades, and a regiment that operated against Ukrainian forces on the Dobropillia axis, within the defensive sector of the First Corps Azov of the National Guard of Ukraine. Earlier, the commander of Russia’s 51st Combined Arms Army, Lieutenant General Serhii Milchakov, another "Hero of Russia," was also relieved of his post. His units took part in attempts to breach Ukrainian defenses in the same area. Both were dismissed for a "lack of results." Large-scale infantry and mechanized assaults involving dozens of armored vehicles failed to deliver operational success and did not result in a breakthrough of Ukrainian positions. The only outcome achieved by the occupation commanders was significant losses in personnel and equipment. Since August of last year, when the First Corps Azov of the National Guard of Ukraine assumed its designated defensive sector on the Dobropillia axis, the enemy has lost nearly 23,000 troops killed and wounded. Losses in heavy armor alone amount to 100 tanks and 263 armored combat vehicles. The removal of two Russian generals from their posts is an acknowledgment of the failure of the enemy’s tactics on the Dobropillia axis. But this is not only their defeat — it is also our victory. It is the result of the actions of the Defense Forces of Ukraine engaged in this sector of the front, who have demonstrated their effectiveness through coordinated operations and professional command leadership that developed and implemented the defensive strategy. Akhmedov and Milchakov will be replaced by other generals. However, they should immediately understand one thing: the Dobropillia axis is a place where Russian soldiers and officers are constantly being killed — and where the careers of occupation army generals come to an end. Glory to Ukraine!
1:01

The command of the Russian occupying forces has removed from his post the Deputy Commander-in-Chief of the Russian Navy for Coastal and Ground Forces, Lieutenant General Sukhrab Akhmedov, who was awarded the title of "Hero of Russia" in the summer of 2025. Akhmedov commanded a marine infantry grouping composed of two divisions, two brigades, and a regiment that operated against Ukrainian forces on the Dobropillia axis, within the defensive sector of the First Corps Azov of the National Guard of Ukraine. Earlier, the commander of Russia’s 51st Combined Arms Army, Lieutenant General Serhii Milchakov, another "Hero of Russia," was also relieved of his post. His units took part in attempts to breach Ukrainian defenses in the same area. Both were dismissed for a "lack of results." Large-scale infantry and mechanized assaults involving dozens of armored vehicles failed to deliver operational success and did not result in a breakthrough of Ukrainian positions. The only outcome achieved by the occupation commanders was significant losses in personnel and equipment. Since August of last year, when the First Corps Azov of the National Guard of Ukraine assumed its designated defensive sector on the Dobropillia axis, the enemy has lost nearly 23,000 troops killed and wounded. Losses in heavy armor alone amount to 100 tanks and 263 armored combat vehicles. The removal of two Russian generals from their posts is an acknowledgment of the failure of the enemy’s tactics on the Dobropillia axis. But this is not only their defeat — it is also our victory. It is the result of the actions of the Defense Forces of Ukraine engaged in this sector of the front, who have demonstrated their effectiveness through coordinated operations and professional command leadership that developed and implemented the defensive strategy. Akhmedov and Milchakov will be replaced by other generals. However, they should immediately understand one thing: the Dobropillia axis is a place where Russian soldiers and officers are constantly being killed — and where the careers of occupation army generals come to an end. Glory to Ukraine!

First Corps Azov of the National Guard of Ukraine

61,931 次观看 • 7 个月前

Below is a striking Israeli TV report detailing the growing manpower crisis inside the Israeli military. The IDF is facing historic levels of exhaustion, attrition, and declining morale, made worse by the continued refusal of large segments of the ultra-Orthodox community to serve. This internal unraveling stands in stark contrast to the hawkish rhetoric of the Netanyahu government and sustaining war indefinitely, escalating in Lebanon, or launching new attacks on Iran. English translation & transcription of this Israeli report: "Yes, it must be understood that the manpower crisis in the IDF is defined by the military as the largest and most severe since the 1980s. I think it is appropriate that everyone at home listens to the data we are about to present here. I think this paints a very worrying picture. By the way, this has also been presented to the government level. Let's dive straight into the numbers. The gaps in the IDF: There is already a shortage of officers across the different units. In the ranks of First Lieutenant (Segen) and Captain (Seren), 1,300 officers are currently missing. They are failing to fill the ranks, and if they do fill them, it will be with a different quality of manpower. In the rank of Major (Rav Seren), 300 officers are missing, for example. We can look at the "Ofek" project. This is essentially the project that trains the future and reserve officer corps of the IDF command for the coming years. The people who enlist there sign up for seven years. In 2021, 800 officers signed up for this project. We are four years later, and only 500 remain. This means that 300 have already resigned and asked to leave. They do not want to stay. The attrition (erosion/wear-and-tear) is huge, and this has central implications. This is already affecting not just the regular service and the reserves; it is reaching the core of the IDF—the career personnel (Keva). The main reasons: the inflammatory discourse against them, the delegitimization, the calls we hear like "freeloaders," "state robbers" (shoddei hakupa), the deterioration of conditions that the Treasury constantly pushes toward them, and the appointments process in the IDF that is unfolding as we see. Therefore, the IDF is now warning that this is already about to genuinely harm national security. Pay attention to the internal surveys the army conducts among its career personnel to understand where they stand. Willingness to continue service among NCOs (Negadim): • In 2018, 83% were willing to stay. • Now, in 2025, only 63%—this is a dramatic decrease. If we refer to officers: • In 2018, 58% were willing to stay. • Now, in 2025, 7%. When looking at the erosion of the career personnel and their families, the data is very disturbing. Regarding how much the family has been harmed due to the service of a spouse, 70% say they have been significantly harmed, and this makes the whole matter extremely difficult. Furthermore, there is a 20% increase in divorces there. Now this connects us to the conscription law crisis. Just now, today, the government is approving 280,000 reserve call-up days for the coming year. It is possible that they will use most of them. Therefore, all reservists in the coming year will serve between 60 and 70 reserve days, provided the security situation does not change, which could, of course, increase further. Therefore, the military is discussing that when talking about the reserve system next year, it is definitely possible that 30% of the people here will not report for duty, and this will make it very difficult for the army to cope. This is a huge crisis; it is an immense crisis that harms security. The IDF is currently managing a holding action on this matter. But the public needs to know this, and the government needs to act so that this does not happen. This is truly critical for our existence."
3:20

Below is a striking Israeli TV report detailing the growing manpower crisis inside the Israeli military. The IDF is facing historic levels of exhaustion, attrition, and declining morale, made worse by the continued refusal of large segments of the ultra-Orthodox community to serve. This internal unraveling stands in stark contrast to the hawkish rhetoric of the Netanyahu government and sustaining war indefinitely, escalating in Lebanon, or launching new attacks on Iran. English translation & transcription of this Israeli report: "Yes, it must be understood that the manpower crisis in the IDF is defined by the military as the largest and most severe since the 1980s. I think it is appropriate that everyone at home listens to the data we are about to present here. I think this paints a very worrying picture. By the way, this has also been presented to the government level. Let's dive straight into the numbers. The gaps in the IDF: There is already a shortage of officers across the different units. In the ranks of First Lieutenant (Segen) and Captain (Seren), 1,300 officers are currently missing. They are failing to fill the ranks, and if they do fill them, it will be with a different quality of manpower. In the rank of Major (Rav Seren), 300 officers are missing, for example. We can look at the "Ofek" project. This is essentially the project that trains the future and reserve officer corps of the IDF command for the coming years. The people who enlist there sign up for seven years. In 2021, 800 officers signed up for this project. We are four years later, and only 500 remain. This means that 300 have already resigned and asked to leave. They do not want to stay. The attrition (erosion/wear-and-tear) is huge, and this has central implications. This is already affecting not just the regular service and the reserves; it is reaching the core of the IDF—the career personnel (Keva). The main reasons: the inflammatory discourse against them, the delegitimization, the calls we hear like "freeloaders," "state robbers" (shoddei hakupa), the deterioration of conditions that the Treasury constantly pushes toward them, and the appointments process in the IDF that is unfolding as we see. Therefore, the IDF is now warning that this is already about to genuinely harm national security. Pay attention to the internal surveys the army conducts among its career personnel to understand where they stand. Willingness to continue service among NCOs (Negadim): • In 2018, 83% were willing to stay. • Now, in 2025, only 63%—this is a dramatic decrease. If we refer to officers: • In 2018, 58% were willing to stay. • Now, in 2025, 7%. When looking at the erosion of the career personnel and their families, the data is very disturbing. Regarding how much the family has been harmed due to the service of a spouse, 70% say they have been significantly harmed, and this makes the whole matter extremely difficult. Furthermore, there is a 20% increase in divorces there. Now this connects us to the conscription law crisis. Just now, today, the government is approving 280,000 reserve call-up days for the coming year. It is possible that they will use most of them. Therefore, all reservists in the coming year will serve between 60 and 70 reserve days, provided the security situation does not change, which could, of course, increase further. Therefore, the military is discussing that when talking about the reserve system next year, it is definitely possible that 30% of the people here will not report for duty, and this will make it very difficult for the army to cope. This is a huge crisis; it is an immense crisis that harms security. The IDF is currently managing a holding action on this matter. But the public needs to know this, and the government needs to act so that this does not happen. This is truly critical for our existence."

Sina Toossi

13,891 次观看 • 9 个月前

Limiting the size of the Ukrainian Armed Forces to 800,000 troops is acceptable for Ukraine, AFU's Commander-in-Chief, Oleksandr Syrskyi, said. "It really guarantees repelling armed aggression in case of its resumption. This figure also guarantees a planned mobilization process. At first, we were offered to reduce the number of our servicemen to 600,000. But we are satisfied with the figure of 800,000," he said in an interview with Channel 24. Other statements by the Commander-in-Chief: ◾️ Russia planned to fully achieve all the goals of the so-called 'SMO' this year. The plans were grandiose. But we can now state that they did not come to fruition; they were thwarted. The enemy suffered enormous losses. ◾️ We see a change in the structure of the war and its rise to a higher technological level. We observe that the war has become so technologically advanced that drones of all types now dominate the battlefield. Their quantity and quality have increased. ◾️ Russians planned to form 14 new divisions this year. They only managed to form 7, with two marine divisions consisting of only one regiment. They were forced to take these divisions' personnel and redistribute them into battle units. This confirms that they really do have problems recruiting people. ◾️ I recently met with the Chief of the Defense Staff of the UK and the Chief of the General Staff of France. So, the vector has changed. We are being asked to help train their armies and their units. I believe this is the highest praise, when it is no longer us asking, but others turning to us. I am told that we are the first in Europe, and probably in the world. ◾️ Some people are shouting about the insane advance of Russian troops deep into [Ukrainian] territory. Insane advance... Is 4.5 kilometers a month an insane advance, when the enemy pays for it every day with thousands of the lives of its soldiers? ◾️ A contract system has been developed whereby a serviceman who signs a contract with very flexible terms will receive a decent money allowance. It is at least three times higher than the current established level. At the same time, additional payments, bonuses, and financial support will be preserved. ◾️ The mission of our Armed Forces remains unchanged: to defend our homeland, its territory and borders, and to destroy the enemy.
0:52

Limiting the size of the Ukrainian Armed Forces to 800,000 troops is acceptable for Ukraine, AFU's Commander-in-Chief, Oleksandr Syrskyi, said. "It really guarantees repelling armed aggression in case of its resumption. This figure also guarantees a planned mobilization process. At first, we were offered to reduce the number of our servicemen to 600,000. But we are satisfied with the figure of 800,000," he said in an interview with Channel 24. Other statements by the Commander-in-Chief: ◾️ Russia planned to fully achieve all the goals of the so-called 'SMO' this year. The plans were grandiose. But we can now state that they did not come to fruition; they were thwarted. The enemy suffered enormous losses. ◾️ We see a change in the structure of the war and its rise to a higher technological level. We observe that the war has become so technologically advanced that drones of all types now dominate the battlefield. Their quantity and quality have increased. ◾️ Russians planned to form 14 new divisions this year. They only managed to form 7, with two marine divisions consisting of only one regiment. They were forced to take these divisions' personnel and redistribute them into battle units. This confirms that they really do have problems recruiting people. ◾️ I recently met with the Chief of the Defense Staff of the UK and the Chief of the General Staff of France. So, the vector has changed. We are being asked to help train their armies and their units. I believe this is the highest praise, when it is no longer us asking, but others turning to us. I am told that we are the first in Europe, and probably in the world. ◾️ Some people are shouting about the insane advance of Russian troops deep into [Ukrainian] territory. Insane advance... Is 4.5 kilometers a month an insane advance, when the enemy pays for it every day with thousands of the lives of its soldiers? ◾️ A contract system has been developed whereby a serviceman who signs a contract with very flexible terms will receive a decent money allowance. It is at least three times higher than the current established level. At the same time, additional payments, bonuses, and financial support will be preserved. ◾️ The mission of our Armed Forces remains unchanged: to defend our homeland, its territory and borders, and to destroy the enemy.

Anton Gerashchenko

65,857 次观看 • 8 个月前

Global Firepower (GFP) has published its latest ranking of the world's most powerful armies. As before, the top three are the US, Russia, and China. Ukraine ranks 20th. ◾️ The creators of the ranking claim that they assess not only the size of the army and the amount of equipment, but also the economy, demographics, logistics, infrastructure, defense spending, and geography. According to the GFP, Ukraine received high marks for the army strength, personnel and reserves strength, the availability of equipment, and the active use of unmanned systems. Other advantages include a developed railway network, coal production, and significant defense funding. At the same time, weaknesses include a weak navy, an aircraft shortage, and dependence on external fuel supplies. As a result, Ukraine ranked lower than Egypt, Brazil, Iran, and Indonesia (armies that do not have comparable experience of modern warfare), as well as Italy, Germany, and Spain (countries whose armed forces are significantly smaller). ◾️ The key problem with the Global Firepower ranking is its complete disregard for combat experience. Not abstract "participation in missions," but real, large-scale, high-intensity war against an enemy of equal (or even superior) class. In 2026, only two armies have real experience: the Ukrainian and Russian armies. And precisely this factor, which determines an army's ability to adapt, learn, change tactics, and survive, is missing from the GFP formula. The rating does not take into account which units are actually fighting, how the latest weapons are being used - drones on land, above and below water, and in the sky - how the command works, the cost of mistakes, and the speed with which they are corrected. As a result, armies that have existed in peacetime for decades automatically appear 'stronger' than an army that has been fighting a 21st-century war for several years. ◾️ Global Firepower relies almost exclusively on quantitative indicators: how many tanks, aircraft, ships. But the war in Ukraine has clearly shown that "more" does not mean "more effective." Russia, consistently ranked among the world's strongest armies, has for a fourth year been unable to defeat a country ranked only 20th (in 2022, Ukraine was 22nd). Moreover, the Russians are trying to compensate for their inability to achieve significant military goals on the frontline with war crimes: strikes against civilian infrastructure and attempts to plunge millions of people into cold and darkness. This is not a display of strength, but an indicator of strategic and operational powerlessness. Such a parameter can't be found in Global Firepower rankings. ◾️ GFP itself states that its content is for historical and "entertainment" value. The methodology is opaque, data sources are often not disclosed, and there are no qualitative indicators. At the same time, the rating is actively cited by the media and used in political narratives - from the myth of the "second army in the world" to the formal underestimation of the real power of the Ukrainian army. This creates a paradoxical situation: an army that has broken the offensive potential of a formally "more powerful" enemy still ranks below countries that have never fought in similar conditions. ◾️ The experience of full-scale war has demonstrated the limitations of any universal rankings. Military power is not the sum of tanks and aircraft, but the ability of an army to achieve its goals in real conditions. Today, Ukraine is one of the few countries in the world whose army not only has combat experience but is also constantly tested by war: it changes tactics, masters new technologies, renews its command personnel, and adapts to the realities of modern warfare. 📹: Garry Kasparov Garry Kasparov about Ukrainian and Russian armies
0:41

Global Firepower (GFP) has published its latest ranking of the world's most powerful armies. As before, the top three are the US, Russia, and China. Ukraine ranks 20th. ◾️ The creators of the ranking claim that they assess not only the size of the army and the amount of equipment, but also the economy, demographics, logistics, infrastructure, defense spending, and geography. According to the GFP, Ukraine received high marks for the army strength, personnel and reserves strength, the availability of equipment, and the active use of unmanned systems. Other advantages include a developed railway network, coal production, and significant defense funding. At the same time, weaknesses include a weak navy, an aircraft shortage, and dependence on external fuel supplies. As a result, Ukraine ranked lower than Egypt, Brazil, Iran, and Indonesia (armies that do not have comparable experience of modern warfare), as well as Italy, Germany, and Spain (countries whose armed forces are significantly smaller). ◾️ The key problem with the Global Firepower ranking is its complete disregard for combat experience. Not abstract "participation in missions," but real, large-scale, high-intensity war against an enemy of equal (or even superior) class. In 2026, only two armies have real experience: the Ukrainian and Russian armies. And precisely this factor, which determines an army's ability to adapt, learn, change tactics, and survive, is missing from the GFP formula. The rating does not take into account which units are actually fighting, how the latest weapons are being used - drones on land, above and below water, and in the sky - how the command works, the cost of mistakes, and the speed with which they are corrected. As a result, armies that have existed in peacetime for decades automatically appear 'stronger' than an army that has been fighting a 21st-century war for several years. ◾️ Global Firepower relies almost exclusively on quantitative indicators: how many tanks, aircraft, ships. But the war in Ukraine has clearly shown that "more" does not mean "more effective." Russia, consistently ranked among the world's strongest armies, has for a fourth year been unable to defeat a country ranked only 20th (in 2022, Ukraine was 22nd). Moreover, the Russians are trying to compensate for their inability to achieve significant military goals on the frontline with war crimes: strikes against civilian infrastructure and attempts to plunge millions of people into cold and darkness. This is not a display of strength, but an indicator of strategic and operational powerlessness. Such a parameter can't be found in Global Firepower rankings. ◾️ GFP itself states that its content is for historical and "entertainment" value. The methodology is opaque, data sources are often not disclosed, and there are no qualitative indicators. At the same time, the rating is actively cited by the media and used in political narratives - from the myth of the "second army in the world" to the formal underestimation of the real power of the Ukrainian army. This creates a paradoxical situation: an army that has broken the offensive potential of a formally "more powerful" enemy still ranks below countries that have never fought in similar conditions. ◾️ The experience of full-scale war has demonstrated the limitations of any universal rankings. Military power is not the sum of tanks and aircraft, but the ability of an army to achieve its goals in real conditions. Today, Ukraine is one of the few countries in the world whose army not only has combat experience but is also constantly tested by war: it changes tactics, masters new technologies, renews its command personnel, and adapts to the realities of modern warfare. 📹: Garry Kasparov Garry Kasparov about Ukrainian and Russian armies

Anton Gerashchenko

47,362 次观看 • 7 个月前

The S&P 500 just hit an all-time high. But consumer sentiment just hit an all-time low. Both happened in the same week. Think about this. On April 15, the S&P 500 closed above 7,000 for the first time in history. Traders were celebrating on the floor of the New York Stock Exchange. The Nasdaq posted its longest winning streak since 2009 - 12 consecutive days of gains. And 5 days earlier, the University of Michigan Consumer Sentiment Index dropped to 47.6. The LOWEST reading in the survey's 74 year HISTORY. Lower than the 2008 financial crisis. Lower than the COVID crash. Lower than the worst of the post-pandemic inflation surge. Lower than anything recorded since Harry Truman was president. Every single demographic group declined. Every age bracket. Every income level. Every political affiliation. Every component of the index (current conditions, future expectations, personal finances, buying conditions) ALL fell. 1 year inflation expectations spiked to 4.8%, up a full percentage point from March. That's the steepest single-month jump since April 2025. Business expectations crashed 20% in a single month. And 98% of the survey was completed BEFORE the ceasefire was announced. These people aren't pessimistic because of headlines. They're pessimistic because of their grocery bills, their gas prices, and their shrinking purchasing power. Meanwhile, Wall Street is throwing a party. Morgan Stanley's Mike Wilson went on CNBC and declared "the lows are in." He said the market is rotating back into pro-cyclical names and that we should expect things to "resolve constructively." Resolve constructively? The ceasefire expires Wednesday. Iran just re-closed the Strait of Hormuz AGAIN. Brent crude is back near $98. The US Navy is still blockading Iranian ports. Peace talks in Pakistan collapsed over the weekend after Iran refused to abandon its nuclear program. And the stock market is priced for a happy ending. Here's what 45 years on Wall Street have taught me: When markets and consumers disagree this violently, one of them is wrong. The S&P 500 is trading at all-time highs because 7 mega cap tech stocks (powered by AI narratives) account for nearly half the index's market cap. Those stocks run on their own dynamic independent of anything, including the war in Iran. That's a market being dragged to record highs by a handful of names while the real economy deteriorates underneath. Can you call this a healthy market? Software stocks are down 28% this year. The broader SaaS index is down nearly 40%. Private credit is imploding. Gas prices are surging. Consumer buying conditions for big-ticket items are collapsing. But the S&P hit 7,000 so everything must be fine. I remember in 2000, consumer sentiment peaked in January. Two months later the Nasdaq topped. Within a year it had lost 39%. In 2007, the S&P 500 hit its record in October. Consumer sentiment had been falling since July 2007. 3 months later we were in recession. The pattern is always the same: Consumers feel the pain before it shows up in the indices. The market ignores them until it can't.
0:38

The S&P 500 just hit an all-time high. But consumer sentiment just hit an all-time low. Both happened in the same week. Think about this. On April 15, the S&P 500 closed above 7,000 for the first time in history. Traders were celebrating on the floor of the New York Stock Exchange. The Nasdaq posted its longest winning streak since 2009 - 12 consecutive days of gains. And 5 days earlier, the University of Michigan Consumer Sentiment Index dropped to 47.6. The LOWEST reading in the survey's 74 year HISTORY. Lower than the 2008 financial crisis. Lower than the COVID crash. Lower than the worst of the post-pandemic inflation surge. Lower than anything recorded since Harry Truman was president. Every single demographic group declined. Every age bracket. Every income level. Every political affiliation. Every component of the index (current conditions, future expectations, personal finances, buying conditions) ALL fell. 1 year inflation expectations spiked to 4.8%, up a full percentage point from March. That's the steepest single-month jump since April 2025. Business expectations crashed 20% in a single month. And 98% of the survey was completed BEFORE the ceasefire was announced. These people aren't pessimistic because of headlines. They're pessimistic because of their grocery bills, their gas prices, and their shrinking purchasing power. Meanwhile, Wall Street is throwing a party. Morgan Stanley's Mike Wilson went on CNBC and declared "the lows are in." He said the market is rotating back into pro-cyclical names and that we should expect things to "resolve constructively." Resolve constructively? The ceasefire expires Wednesday. Iran just re-closed the Strait of Hormuz AGAIN. Brent crude is back near $98. The US Navy is still blockading Iranian ports. Peace talks in Pakistan collapsed over the weekend after Iran refused to abandon its nuclear program. And the stock market is priced for a happy ending. Here's what 45 years on Wall Street have taught me: When markets and consumers disagree this violently, one of them is wrong. The S&P 500 is trading at all-time highs because 7 mega cap tech stocks (powered by AI narratives) account for nearly half the index's market cap. Those stocks run on their own dynamic independent of anything, including the war in Iran. That's a market being dragged to record highs by a handful of names while the real economy deteriorates underneath. Can you call this a healthy market? Software stocks are down 28% this year. The broader SaaS index is down nearly 40%. Private credit is imploding. Gas prices are surging. Consumer buying conditions for big-ticket items are collapsing. But the S&P hit 7,000 so everything must be fine. I remember in 2000, consumer sentiment peaked in January. Two months later the Nasdaq topped. Within a year it had lost 39%. In 2007, the S&P 500 hit its record in October. Consumer sentiment had been falling since July 2007. 3 months later we were in recession. The pattern is always the same: Consumers feel the pain before it shows up in the indices. The market ignores them until it can't.

George Noble

26,409 次观看 • 4 个月前

President Xi’s New Year Address On New Year's Eve, Chinese President Xi Jinping delivered his 2026 New Year message through China Media Group and the internet. The following is the full text of the message: Greetings to all! Year after year, life opens a fresh chapter. As the new year begins, I extend my best wishes to you from Beijing! The year 2025 marks the completion of China's 14th Five-Year Plan for economic and social development. Over the past five years, we have pressed ahead with enterprise and fortitude, and overcome many difficulties and challenges. We met the targets in the Plan and made solid advances on the new journey of Chinese modernization. Our economic output has crossed thresholds one after another, and it is expected to reach RMB 140 trillion yuan this year. Our economic strength, scientific and technological abilities, defense capabilities, and composite national strength all reached new heights. Clear waters and lush mountains have become a salient feature of our landscape. Our people enjoy a growing sense of gain, happiness and security. The past five years have been a truly remarkable journey, and our accomplishments have not come easily. Your unwavering hard work has made our nation thrive and prosper. I salute you all for your exceptional diligence and invaluable contributions. This year is full of indelible memories. We solemnly commemorated the 80th anniversary of the victory of the Chinese People's War of Resistance Against Japanese Aggression and the World Anti-Fascist War, and established the Taiwan Recovery Day. These grand national events were majestic and powerful, and the glory of victory will shine through the pages of history. They are inspiring all the sons and daughters of the Chinese nation to remember history, honor fallen heroes, cherish peace, and create a better future. They are rallying a mighty force for the great rejuvenation of our nation. We sought to energize high-quality development through innovation. We integrated science and technology deeply with industries, and made a stream of new innovations. Many large AI models have been competing in a race to the top, and breakthroughs have been achieved in the research and development of our own chips. All this has turned China into one of the economies with the fastest growing innovation capabilities. The Tianwen-2 probe began its star-chasing journey to explore asteroids and comets. Construction of the hydropower project at the lower reaches of the Yarlung Zangbo River started. China's first aircraft carrier equipped with an electromagnetic catapult system was officially commissioned. Humanoid robots did kung fu kicks, and drones performed spectacular light shows. Inventions and innovations have boosted new quality productive forces and added colorful dimensions to our lives. We endeavored to nurture our spiritual home with cultural development. There was a surging public interest in cultural relics, museums, and intangible cultural heritage. A new Chinese cultural site was added to the World Heritage List. Cultural IPs such as Wukong and Nezha became global hits. The younger generation came to deem classic Chinese culture as the finest form of aesthetic expression. The cultural and tourism sectors thrived. The "super league" football games in our cities and villages attracted numerous fans. Ice and snow sports ignited people's passion for the winter season. Tradition is now embracing modernity, and the Chinese culture is shining in even greater splendor. We joined hands to build a better life and enjoyed it together. I attended celebrations in Xizang and Xinjiang. From the snow-covered plateau to both sides of the Tianshan Mountains, people of various ethnic groups are united as one, like seeds of a pomegranate sticking together. With white khatas and passionate singing and dancing, they expressed their love of the motherland and the happiness they enjoy. No issue of the people is too small; we care for every leaf and tend every branch in the garden of people's well-being. Over the past year, the rights and interests of the workforce in new forms of employment have been better protected, facilities have been upgraded to bring more convenience to the elderly, and each family with childcare needs has received a subsidy of RMB 300 yuan per month. When the happy hum of daily life fills every home, the big family of our nation will go from strength to strength. We continued to embrace the world with open arms. The Shanghai Cooperation Organization Summit in Tianjin and the Global Leaders' Meeting on Women were very successful; and island-wide special customs operations were launched in the Hainan Free Trade Port. To better address climate change, China announced new Nationally Determined Contributions. After announcing the three global initiatives on development, security, and civilization, I put forward the Global Governance Initiative to promote a more just and equitable global governance system. The world today is undergoing both changes and turbulence, and some regions are still engulfed in war. China always stands on the right side of history, and is ready to work with all countries to advance world peace and development and build a community with a shared future for humanity. Not long ago, I attended the opening ceremony of the National Games, and I was glad to see Guangdong, Hong Kong and Macao coming together in unity and acting in unison. We should unswervingly implement the policy of One Country, Two Systems, and support Hong Kong and Macao in better integrating into the overall development of our country and maintaining long-term prosperity and stability. We Chinese on both sides of the Taiwan Strait share a bond of blood and kinship. The reunification of our motherland, a trend of the times, is unstoppable! Only a strong Communist Party of China can make our country strong. We launched the study and education program on fully implementing the central Party leadership's eight-point decision on improving Party and government conduct. We exercised strict governance of the Party through credible measures, and promoted the Party's self-revolution to fight corruption and advance healthy governance. As a result, the conduct of our Party and government steadily improved. We must stay true to our original aspiration and founding mission, and pursue our goal with perseverance and dedication. We should continue to give a good answer to the question on how to maintain long-term governance put forth in a cave dwelling in Yan'an and prove ourselves worthy of the people's expectation in the new era. The year 2026 marks the beginning of the 15th Five-Year Plan. A successful venture should start with a good plan and with clear goals set. We should focus on our goals and tasks, boost confidence, and build momentum to press ahead. We should take solid steps to promote high-quality development, further deepen reform and opening up across the board, deliver prosperity for all, and write a new chapter in the story of China's miracle. The dream lofty, the journey long-bold strides will get us there. Let us charge ahead like horses with courage, vitality, and energy, fight for our dreams and our happiness, and turn our great vision into beautiful realities. The sun of the new year will soon rise. May our great motherland stand in magnificence! May the fields across the country deliver good harvest! May our nation bathe in the glory of the morning! May you all enjoy life to the fullest, and achieve every success! May all your dreams come true!
9:04

President Xi’s New Year Address On New Year's Eve, Chinese President Xi Jinping delivered his 2026 New Year message through China Media Group and the internet. The following is the full text of the message: Greetings to all! Year after year, life opens a fresh chapter. As the new year begins, I extend my best wishes to you from Beijing! The year 2025 marks the completion of China's 14th Five-Year Plan for economic and social development. Over the past five years, we have pressed ahead with enterprise and fortitude, and overcome many difficulties and challenges. We met the targets in the Plan and made solid advances on the new journey of Chinese modernization. Our economic output has crossed thresholds one after another, and it is expected to reach RMB 140 trillion yuan this year. Our economic strength, scientific and technological abilities, defense capabilities, and composite national strength all reached new heights. Clear waters and lush mountains have become a salient feature of our landscape. Our people enjoy a growing sense of gain, happiness and security. The past five years have been a truly remarkable journey, and our accomplishments have not come easily. Your unwavering hard work has made our nation thrive and prosper. I salute you all for your exceptional diligence and invaluable contributions. This year is full of indelible memories. We solemnly commemorated the 80th anniversary of the victory of the Chinese People's War of Resistance Against Japanese Aggression and the World Anti-Fascist War, and established the Taiwan Recovery Day. These grand national events were majestic and powerful, and the glory of victory will shine through the pages of history. They are inspiring all the sons and daughters of the Chinese nation to remember history, honor fallen heroes, cherish peace, and create a better future. They are rallying a mighty force for the great rejuvenation of our nation. We sought to energize high-quality development through innovation. We integrated science and technology deeply with industries, and made a stream of new innovations. Many large AI models have been competing in a race to the top, and breakthroughs have been achieved in the research and development of our own chips. All this has turned China into one of the economies with the fastest growing innovation capabilities. The Tianwen-2 probe began its star-chasing journey to explore asteroids and comets. Construction of the hydropower project at the lower reaches of the Yarlung Zangbo River started. China's first aircraft carrier equipped with an electromagnetic catapult system was officially commissioned. Humanoid robots did kung fu kicks, and drones performed spectacular light shows. Inventions and innovations have boosted new quality productive forces and added colorful dimensions to our lives. We endeavored to nurture our spiritual home with cultural development. There was a surging public interest in cultural relics, museums, and intangible cultural heritage. A new Chinese cultural site was added to the World Heritage List. Cultural IPs such as Wukong and Nezha became global hits. The younger generation came to deem classic Chinese culture as the finest form of aesthetic expression. The cultural and tourism sectors thrived. The "super league" football games in our cities and villages attracted numerous fans. Ice and snow sports ignited people's passion for the winter season. Tradition is now embracing modernity, and the Chinese culture is shining in even greater splendor. We joined hands to build a better life and enjoyed it together. I attended celebrations in Xizang and Xinjiang. From the snow-covered plateau to both sides of the Tianshan Mountains, people of various ethnic groups are united as one, like seeds of a pomegranate sticking together. With white khatas and passionate singing and dancing, they expressed their love of the motherland and the happiness they enjoy. No issue of the people is too small; we care for every leaf and tend every branch in the garden of people's well-being. Over the past year, the rights and interests of the workforce in new forms of employment have been better protected, facilities have been upgraded to bring more convenience to the elderly, and each family with childcare needs has received a subsidy of RMB 300 yuan per month. When the happy hum of daily life fills every home, the big family of our nation will go from strength to strength. We continued to embrace the world with open arms. The Shanghai Cooperation Organization Summit in Tianjin and the Global Leaders' Meeting on Women were very successful; and island-wide special customs operations were launched in the Hainan Free Trade Port. To better address climate change, China announced new Nationally Determined Contributions. After announcing the three global initiatives on development, security, and civilization, I put forward the Global Governance Initiative to promote a more just and equitable global governance system. The world today is undergoing both changes and turbulence, and some regions are still engulfed in war. China always stands on the right side of history, and is ready to work with all countries to advance world peace and development and build a community with a shared future for humanity. Not long ago, I attended the opening ceremony of the National Games, and I was glad to see Guangdong, Hong Kong and Macao coming together in unity and acting in unison. We should unswervingly implement the policy of One Country, Two Systems, and support Hong Kong and Macao in better integrating into the overall development of our country and maintaining long-term prosperity and stability. We Chinese on both sides of the Taiwan Strait share a bond of blood and kinship. The reunification of our motherland, a trend of the times, is unstoppable! Only a strong Communist Party of China can make our country strong. We launched the study and education program on fully implementing the central Party leadership's eight-point decision on improving Party and government conduct. We exercised strict governance of the Party through credible measures, and promoted the Party's self-revolution to fight corruption and advance healthy governance. As a result, the conduct of our Party and government steadily improved. We must stay true to our original aspiration and founding mission, and pursue our goal with perseverance and dedication. We should continue to give a good answer to the question on how to maintain long-term governance put forth in a cave dwelling in Yan'an and prove ourselves worthy of the people's expectation in the new era. The year 2026 marks the beginning of the 15th Five-Year Plan. A successful venture should start with a good plan and with clear goals set. We should focus on our goals and tasks, boost confidence, and build momentum to press ahead. We should take solid steps to promote high-quality development, further deepen reform and opening up across the board, deliver prosperity for all, and write a new chapter in the story of China's miracle. The dream lofty, the journey long-bold strides will get us there. Let us charge ahead like horses with courage, vitality, and energy, fight for our dreams and our happiness, and turn our great vision into beautiful realities. The sun of the new year will soon rise. May our great motherland stand in magnificence! May the fields across the country deliver good harvest! May our nation bathe in the glory of the morning! May you all enjoy life to the fullest, and achieve every success! May all your dreams come true!

China Perspective

27,604 次观看 • 8 个月前

14-year-old Jewish girl Esther found safe; Toronto police investigation moves to next phase Toronto Police say the investigation into the disappearance of 14-year-old Jewish girl Esther is entering a new phase focused on possible criminality, after confirming she has been found safe. Esther, also known as Etsi, was located earlier this afternoon in a home in the city. She appears to be in good physical health but has been taken to hospital for a full assessment both physical and to evaluate the emotional and psychological impact of what Esther endured over the past two weeks. Police confirmed at the press conference at Earl Bales Park that no arrests have been made. Officers repeatedly declined to provide further details, citing the family’s right to privacy and the active nature of the investigation. They would not comment on who resided at the home, whether Esther knew the people there, or how exactly Esther was located. When asked directly if politics or anti-Semitism played any role in Esther’s disappearance, police stated they had “no information to suggest” that was the case at this stage. This announcement brings enormous relief after days of growing concern for Esther. She went missing near Earl Bales Park in North Toronto. Police quickly set up a command centre in the large urban park, and the community responded with remarkable urgency organizing search parties, distributing posters of Esther, and following up on every tip. Private citizens stepped up with a $25,000 reward to help locate her. Rebel News played its part by deploying our billboard truck, which spent days driving through Toronto displaying Esther’s photo, name, and the hotline number for tips. Yet while thousands of good people from across the GTA including volunteers from Hamilton, Mississauga, and beyond came together to bring Esther home, anti-Semitic activists turned the situation into an opportunity for political vandalism. Simple missing-child posters of Esther, containing nothing but her photo and a phone number, were torn down across the city. It was a vile and outrageous act that exposed how emboldened extremists have become in Canada. At the press conference, police did not hold back when asked about the poster-tearing. “I can’t think of anything more unethical than that type of behaviour,” an officer said. “Anyone that would make any effort to disrupt our attempts to locate Esther nobody can ever justify that.” The community response, by contrast, was inspiring. People of all ages and backgrounds turned out in force. As one officer noted, thousands participated regardless of whether they knew Esther personally. The police said they will debrief the operation to identify any lessons for future cases, but they made clear they poured everything into finding Esther. After nearly two weeks of anxiety and uncertainty, we finally have a happy ending for Esther. She is alive and safe. While the criminal investigation continues and many questions remain unanswered, the search is over. REPORT by Ezra Levant 🍁🚛:
6:26

14-year-old Jewish girl Esther found safe; Toronto police investigation moves to next phase Toronto Police say the investigation into the disappearance of 14-year-old Jewish girl Esther is entering a new phase focused on possible criminality, after confirming she has been found safe. Esther, also known as Etsi, was located earlier this afternoon in a home in the city. She appears to be in good physical health but has been taken to hospital for a full assessment both physical and to evaluate the emotional and psychological impact of what Esther endured over the past two weeks. Police confirmed at the press conference at Earl Bales Park that no arrests have been made. Officers repeatedly declined to provide further details, citing the family’s right to privacy and the active nature of the investigation. They would not comment on who resided at the home, whether Esther knew the people there, or how exactly Esther was located. When asked directly if politics or anti-Semitism played any role in Esther’s disappearance, police stated they had “no information to suggest” that was the case at this stage. This announcement brings enormous relief after days of growing concern for Esther. She went missing near Earl Bales Park in North Toronto. Police quickly set up a command centre in the large urban park, and the community responded with remarkable urgency organizing search parties, distributing posters of Esther, and following up on every tip. Private citizens stepped up with a $25,000 reward to help locate her. Rebel News played its part by deploying our billboard truck, which spent days driving through Toronto displaying Esther’s photo, name, and the hotline number for tips. Yet while thousands of good people from across the GTA including volunteers from Hamilton, Mississauga, and beyond came together to bring Esther home, anti-Semitic activists turned the situation into an opportunity for political vandalism. Simple missing-child posters of Esther, containing nothing but her photo and a phone number, were torn down across the city. It was a vile and outrageous act that exposed how emboldened extremists have become in Canada. At the press conference, police did not hold back when asked about the poster-tearing. “I can’t think of anything more unethical than that type of behaviour,” an officer said. “Anyone that would make any effort to disrupt our attempts to locate Esther nobody can ever justify that.” The community response, by contrast, was inspiring. People of all ages and backgrounds turned out in force. As one officer noted, thousands participated regardless of whether they knew Esther personally. The police said they will debrief the operation to identify any lessons for future cases, but they made clear they poured everything into finding Esther. After nearly two weeks of anxiety and uncertainty, we finally have a happy ending for Esther. She is alive and safe. While the criminal investigation continues and many questions remain unanswered, the search is over. REPORT by Ezra Levant 🍁🚛:

Rebel News

15,955 次观看 • 3 个月前

This is WILD! Anthropic just became the most valuable AI company on earth and what Chamath said months ago explains exactly why this moment matters (Save this). Anthropic closed a $65 billion Series H round at a $965 billion post-money valuation surpassing OpenAI's $852 billion valuation from March and making Anthropic the highest-valued private company in history. Just three months ago, in February, Anthropic had raised $30 billion at a $380 billion valuation meaning the company nearly tripled in value in a single quarter. Claude's run rate revenue crossed $47 billion today, up from $30 billion in April, up from $9 billion at the end of 2025, a pace of revenue growth that has no comparable precedent in business history. Now go back and watch what Chamath said, because he called the entire arc of this. "I've never seen a business like this. And I'd say the same thing about Anthropic. Nobody in the history of the world has ever seen two businesses like this at this scale. These are trillion dollar companies. They both are. And they both deserve to be." He said that before the $965 billion number. Chamath Palihapitiya also said something that most people skipped over, that OpenAI and Anthropic need to get public as fast as humanly possible because of what happens after. Chamath laid out a specific sequencing thesis, SpaceX goes public first and does great, the next company does good to great, then appetite runs out, because the market simply cannot absorb trillions of dollars of new demand in rapid succession. Today, Anthropic's $65 billion round may be precisely the move that locks in its position before that window narrows fortifying the balance sheet before the public markets get crowded. But Chamath's deeper warning cuts through the celebration, once SpaceX, OpenAI, and Anthropic are all public, the AI technology baked into all three will cannibalize the moats of every other tech company, compressing tech sector P/E ratios toward non-tech levels and making the software businesses of the last decade obsolete. "It will eliminate and it will cannibalize and it will erode most of the moats that support this differential trading," he said directly. "I'll buy the first five or six years of this story, but I'm not buying year 15 of this anymore because these three guys are going to build something." The companies getting valued at near-$1 trillion today are not just winning but rather are the instruments by which everything else eventually gets repriced.
2:15

This is WILD! Anthropic just became the most valuable AI company on earth and what Chamath said months ago explains exactly why this moment matters (Save this). Anthropic closed a $65 billion Series H round at a $965 billion post-money valuation surpassing OpenAI's $852 billion valuation from March and making Anthropic the highest-valued private company in history. Just three months ago, in February, Anthropic had raised $30 billion at a $380 billion valuation meaning the company nearly tripled in value in a single quarter. Claude's run rate revenue crossed $47 billion today, up from $30 billion in April, up from $9 billion at the end of 2025, a pace of revenue growth that has no comparable precedent in business history. Now go back and watch what Chamath said, because he called the entire arc of this. "I've never seen a business like this. And I'd say the same thing about Anthropic. Nobody in the history of the world has ever seen two businesses like this at this scale. These are trillion dollar companies. They both are. And they both deserve to be." He said that before the $965 billion number. Chamath Palihapitiya also said something that most people skipped over, that OpenAI and Anthropic need to get public as fast as humanly possible because of what happens after. Chamath laid out a specific sequencing thesis, SpaceX goes public first and does great, the next company does good to great, then appetite runs out, because the market simply cannot absorb trillions of dollars of new demand in rapid succession. Today, Anthropic's $65 billion round may be precisely the move that locks in its position before that window narrows fortifying the balance sheet before the public markets get crowded. But Chamath's deeper warning cuts through the celebration, once SpaceX, OpenAI, and Anthropic are all public, the AI technology baked into all three will cannibalize the moats of every other tech company, compressing tech sector P/E ratios toward non-tech levels and making the software businesses of the last decade obsolete. "It will eliminate and it will cannibalize and it will erode most of the moats that support this differential trading," he said directly. "I'll buy the first five or six years of this story, but I'm not buying year 15 of this anymore because these three guys are going to build something." The companies getting valued at near-$1 trillion today are not just winning but rather are the instruments by which everything else eventually gets repriced.

Milk Road AI

293,469 次观看 • 3 个月前

JUST IN: At dawn on Sunday, the Suezmax tanker OTIS arrived in Tokyo Bay carrying 910,000 barrels of Texas light crude that had loaded in Houston on March 22 and transited the Panama Canal. The cargo was pumped through an undersea pipeline to Cosmo Oil’s Chiba refinery, the same plant that has historically run UAE and Saudi medium-sour crude. It was the first US shipment of crude to Japan since the start of the Iran war on February 28. The volume is approximately half a day of Japan’s domestic consumption, per Cosmo and METI’s own framing. That is the part the headlines are pricing. The headline is the wrong story. The actual story is that Japan, which sourced 94.2 percent of its crude from the Middle East as recently as February, has begun physically reconfiguring a seventy-year energy architecture in fifty-five days. METI confirmed yesterday that barely half of May’s crude requirement has been secured. Refiners, already running at sixty-seven to sixty-eight percent utilization before the crisis, have begun reducing operating rates further because they cannot find enough Middle East-equivalent crude. Japan begins drawing 36.48 million barrels from its Strategic Petroleum Reserve on May 1, valued at three point four billion dollars. It is the second draw since the war began. The OTIS is the photograph of a pivot. The pivot itself is structural. Japanese refineries were built around the API gravity and sulfur profile of Persian Gulf crude. Texas WTI is roughly 40 API and 0.4 percent sulfur. Saudi Arab Light is 33 API and 1.8 percent sulfur. Running light sweet through a hydrotreater configured for medium sour produces the wrong product mix: more naphtha and gasoline, less diesel and jet. Japan’s transport fleet runs on diesel and jet. The yield distortion shows up as inventory drawdowns on the products Japan actually consumes. This is why the refineries are cutting runs. Not because they lack crude. Because they lack the right crude. Three more US tankers are scheduled to deliver to Japan in May. US crude exports to Asia have surged from 1.1 million barrels per day pre-war to a forecast 3.29 million in May. Panama Canal crude transits hit a four-year high in early April. Auction premiums to skip the queue have reached four million dollars per slot. The two largest Japanese investments announced at the March 19 Trump-Takaichi summit were forty billion dollars in GE Vernova small modular reactors and thirty-three billion in natural gas facilities, both on US soil. Japan hit two percent of GDP in defense spending in fiscal 2025, two years early. The FY2026 defense budget is a record 9.04 trillion yen, including stand-off missile capabilities and a SHIELD coastal drone network. Japan, holding 1.239 trillion dollars in US Treasuries, is financing US energy capacity, buying US energy in dollars, accelerating its rearmament under US tech transfer, and recycling those dollars back into Treasury markets that fund the carrier groups enforcing the blockade that closed Hormuz. Three readings of the OTIS arrival. A symbolic shipment that fills less than half a day of demand. Priced. Tactical diversification that ends if Hormuz reopens. Narrow. The first publicly verifiable photograph of the United States repositioning itself from Middle East security guarantor to Indo-Pacific energy supplier inside a sixty-day window, with Japan financing the substitution and Beijing three weeks away. The headlines are pricing the first. Cosmo just refined the third.
0:38

JUST IN: At dawn on Sunday, the Suezmax tanker OTIS arrived in Tokyo Bay carrying 910,000 barrels of Texas light crude that had loaded in Houston on March 22 and transited the Panama Canal. The cargo was pumped through an undersea pipeline to Cosmo Oil’s Chiba refinery, the same plant that has historically run UAE and Saudi medium-sour crude. It was the first US shipment of crude to Japan since the start of the Iran war on February 28. The volume is approximately half a day of Japan’s domestic consumption, per Cosmo and METI’s own framing. That is the part the headlines are pricing. The headline is the wrong story. The actual story is that Japan, which sourced 94.2 percent of its crude from the Middle East as recently as February, has begun physically reconfiguring a seventy-year energy architecture in fifty-five days. METI confirmed yesterday that barely half of May’s crude requirement has been secured. Refiners, already running at sixty-seven to sixty-eight percent utilization before the crisis, have begun reducing operating rates further because they cannot find enough Middle East-equivalent crude. Japan begins drawing 36.48 million barrels from its Strategic Petroleum Reserve on May 1, valued at three point four billion dollars. It is the second draw since the war began. The OTIS is the photograph of a pivot. The pivot itself is structural. Japanese refineries were built around the API gravity and sulfur profile of Persian Gulf crude. Texas WTI is roughly 40 API and 0.4 percent sulfur. Saudi Arab Light is 33 API and 1.8 percent sulfur. Running light sweet through a hydrotreater configured for medium sour produces the wrong product mix: more naphtha and gasoline, less diesel and jet. Japan’s transport fleet runs on diesel and jet. The yield distortion shows up as inventory drawdowns on the products Japan actually consumes. This is why the refineries are cutting runs. Not because they lack crude. Because they lack the right crude. Three more US tankers are scheduled to deliver to Japan in May. US crude exports to Asia have surged from 1.1 million barrels per day pre-war to a forecast 3.29 million in May. Panama Canal crude transits hit a four-year high in early April. Auction premiums to skip the queue have reached four million dollars per slot. The two largest Japanese investments announced at the March 19 Trump-Takaichi summit were forty billion dollars in GE Vernova small modular reactors and thirty-three billion in natural gas facilities, both on US soil. Japan hit two percent of GDP in defense spending in fiscal 2025, two years early. The FY2026 defense budget is a record 9.04 trillion yen, including stand-off missile capabilities and a SHIELD coastal drone network. Japan, holding 1.239 trillion dollars in US Treasuries, is financing US energy capacity, buying US energy in dollars, accelerating its rearmament under US tech transfer, and recycling those dollars back into Treasury markets that fund the carrier groups enforcing the blockade that closed Hormuz. Three readings of the OTIS arrival. A symbolic shipment that fills less than half a day of demand. Priced. Tactical diversification that ends if Hormuz reopens. Narrow. The first publicly verifiable photograph of the United States repositioning itself from Middle East security guarantor to Indo-Pacific energy supplier inside a sixty-day window, with Japan financing the substitution and Beijing three weeks away. The headlines are pricing the first. Cosmo just refined the third.

Shanaka Anslem Perera ⚡

280,990 次观看 • 4 个月前

Meet your PSYOPS and MIND WARFARE creator and open Satanist, Major Michael A. Aquino, PSYOP Research & Analysis Team Leader from the 7th Psychological Operations Group of the United States Army Reserve. From 1969-1990, Michael Aquino served in the U.S. Army Reserves and was a Psychological Warfare Specialist. He also worked for the Defense Intelligence Agency (DIA) as a program analyst, Aquino, most importantly, was an open Satanist and worked together with Anton Lavey, who is one of the founders of The Church of Satan itself. He later started his own Satanic Church, known as "The Temple of Set." Aquino was not only involved in Satanism, he was heavily involved in the trafficking and sexual abuse of children. A major aspect of this cabal that we face today is that many operators and elites in high places are involved in Satanic practices. Especially our intelligence agencies. Satanic Ritual Abuse and projects like MKULTRA go hand in hand. They both derive from each other and control their victims and are also a HUGE part of the UAP phenomenon. 1967 - Michael Aquino began a two-year tour of duty in Vietnam, taking part in the infamous Phoenix Program. The Phoenix Program was an assassination/torture/terror operation that was initiated by the CIA, with the aim of 'neutralizing' the civilian infrastructure that supported the Viet Cong insurgency in South Vietnam. 1982 (Sept. 5) Twelve-year-old Johnny Gosch was abducted from a shopping mall parking lot in West Des Moines, Iowa, while doing his early-morning paper route, never to be seen again. 1985 – Allegations of ritual abuse at the Jubilation Day Care Center at Fort Bragg erupted when several children reported being sexually abused by a number of people at the day care center and several other locations, including at least two churches. Lt. Col. Michael Aquino was identified as having been present at one of those churches. 1986 (Nov.) – Allegations emerged regarding sexual abuse being perpetrated at the US Army’s Presidio Child Development Center in San Francisco. Within a year, at least 60 victims were identified, all between the ages of three and seven. 1987 (Aug. 14) – As part of the Presidio investigation, a search warrant was served on the residence of Lt. Col. Michael Aquino and his wife Lilith and numerous videotapes, photographs, photo albums, photographic negatives, cassette tapes, and address books were confiscated. Also observed during the search was what appeared to be a soundproof room that may have been used as a torture chamber. 1987 (Nov.) – The US Army received allegations of child abuse at fifteen of its daycare centers and several elementary schools. There were also at least two other cases at Air Force day care centers, and another one at a center run by the US Navy. 1988 (Nov. 4) – The FBI raided the Franklin Credit Union in Omaha, Nebraska, run by a man named Lawrence King. They uncovered evidence relating to drug running, pedophilia, pornography, and satanic activity involving prominent individuals in the local community and beyond. 80 children eventually came forward and identified many of those involved, including the chief of police (who impregnated one of the victims), a local newspaper publisher, a former vice squad officer, a judge, and others. The children described satanic ceremonies involving human and animal sacrifice. 1989 (May) – Lt. Col. Michael Aquino was again questioned in connection with child abuse investigations. Five children in three cities were making accusations. The children had seen Aquino in the paper and tv coverage of the Presidio case and immediately recognized him as one of their abusers. The children were from Ukiah, Santa Rosa, and Fort Bragg. 1990 (Aug. 31) – Lt. Col. Michael Aquino was processed out of the Army after being investigated for satanic ritual child abuse in the Presidio case. During the hearing, Noreen Gosch, whose twelve-year-old son Johnny had been abducted in 1982, provided the court with sworn testimony linking US Army Lt. Col. Michael Aquino to the nationwide pedophile ring. After Aquino got away with sexually abusing tons of children, and the government cleared him, he was found with a single gun shot wound to the head. They called it "su*cide, I call it tying up loose ends. The truth is, there are many more people just like Aquino, and it is our job to identify them, and stop them.
8:05

Sensitive content

Meet your PSYOPS and MIND WARFARE creator and open Satanist, Major Michael A. Aquino, PSYOP Research & Analysis Team Leader from the 7th Psychological Operations Group of the United States Army Reserve. From 1969-1990, Michael Aquino served in the U.S. Army Reserves and was a Psychological Warfare Specialist. He also worked for the Defense Intelligence Agency (DIA) as a program analyst, Aquino, most importantly, was an open Satanist and worked together with Anton Lavey, who is one of the founders of The Church of Satan itself. He later started his own Satanic Church, known as "The Temple of Set." Aquino was not only involved in Satanism, he was heavily involved in the trafficking and sexual abuse of children. A major aspect of this cabal that we face today is that many operators and elites in high places are involved in Satanic practices. Especially our intelligence agencies. Satanic Ritual Abuse and projects like MKULTRA go hand in hand. They both derive from each other and control their victims and are also a HUGE part of the UAP phenomenon. 1967 - Michael Aquino began a two-year tour of duty in Vietnam, taking part in the infamous Phoenix Program. The Phoenix Program was an assassination/torture/terror operation that was initiated by the CIA, with the aim of 'neutralizing' the civilian infrastructure that supported the Viet Cong insurgency in South Vietnam. 1982 (Sept. 5) Twelve-year-old Johnny Gosch was abducted from a shopping mall parking lot in West Des Moines, Iowa, while doing his early-morning paper route, never to be seen again. 1985 – Allegations of ritual abuse at the Jubilation Day Care Center at Fort Bragg erupted when several children reported being sexually abused by a number of people at the day care center and several other locations, including at least two churches. Lt. Col. Michael Aquino was identified as having been present at one of those churches. 1986 (Nov.) – Allegations emerged regarding sexual abuse being perpetrated at the US Army’s Presidio Child Development Center in San Francisco. Within a year, at least 60 victims were identified, all between the ages of three and seven. 1987 (Aug. 14) – As part of the Presidio investigation, a search warrant was served on the residence of Lt. Col. Michael Aquino and his wife Lilith and numerous videotapes, photographs, photo albums, photographic negatives, cassette tapes, and address books were confiscated. Also observed during the search was what appeared to be a soundproof room that may have been used as a torture chamber. 1987 (Nov.) – The US Army received allegations of child abuse at fifteen of its daycare centers and several elementary schools. There were also at least two other cases at Air Force day care centers, and another one at a center run by the US Navy. 1988 (Nov. 4) – The FBI raided the Franklin Credit Union in Omaha, Nebraska, run by a man named Lawrence King. They uncovered evidence relating to drug running, pedophilia, pornography, and satanic activity involving prominent individuals in the local community and beyond. 80 children eventually came forward and identified many of those involved, including the chief of police (who impregnated one of the victims), a local newspaper publisher, a former vice squad officer, a judge, and others. The children described satanic ceremonies involving human and animal sacrifice. 1989 (May) – Lt. Col. Michael Aquino was again questioned in connection with child abuse investigations. Five children in three cities were making accusations. The children had seen Aquino in the paper and tv coverage of the Presidio case and immediately recognized him as one of their abusers. The children were from Ukiah, Santa Rosa, and Fort Bragg. 1990 (Aug. 31) – Lt. Col. Michael Aquino was processed out of the Army after being investigated for satanic ritual child abuse in the Presidio case. During the hearing, Noreen Gosch, whose twelve-year-old son Johnny had been abducted in 1982, provided the court with sworn testimony linking US Army Lt. Col. Michael Aquino to the nationwide pedophile ring. After Aquino got away with sexually abusing tons of children, and the government cleared him, he was found with a single gun shot wound to the head. They called it "su*cide, I call it tying up loose ends. The truth is, there are many more people just like Aquino, and it is our job to identify them, and stop them.

The SCIF

70,227 次观看 • 4 个月前

**Doris Yin 2025 New Year's Greetings to Pi Network Community** Dear Global Pioneers, GCV Ambassadors, and all GCV merchants, Happy New Year to everyone! Today marks the first day of 2025! I hope you all feel confident and energized as we work towards a successful OM for the Pi Network in Q1.🙏🙏🙏✊✊✊ In 2024, we made significant progress within the Pi Network. This progress serves as both motivation and a foundation for the current mass KYC and migration processes, which means we can finally anticipate a deadline for the OM—within a maximum of 89 days. Most likely, we will have the OM on Pi Day, which is just 72 days away. What has driven this success? GCV $314,159 has been confirmed since Pi2 Day 2024. Why am I so confident? The reasoning is straightforward, and most analysts can understand it. If GCV cannot meet the expectations set by Core Team for the long-term success of the Pi Network, they would not provide us with a deadline for OM by Pi2Day of 2025 on Pi2Day 2024 nor would they issue the recent deadline of Q1 2025. It’s important to remember that every project has its vision, mission, and goals. Considerable time and investment are put in to ensure that the project moves in the right direction. If the direction GCV does not align with their requirements, they cannot and will not give us the time frame for OM until we meet the necessary standards. Understand? Therefore, those who argue against GCV clearly lack understanding of Pi Network, and we can totally ignore them. There’s no need to explain or respond to their questions. Our Pioneers Handbook provides a strong theoretical foundation and guidelines for GCV helping Pi Network 100% succeed without any business risk. We already have more than 5 million GCV data on the blockchain, so there’s no need to debate what is Pi value. The only GCV value is $314,159. Our Pioneer’s Handbook has been updated to topic #73 and translated into 30 major languages. Pioneers who wish to live happily should obtain a copy from the Telegram International Group. It can not only boost your confidence but also bring you peace of mind. During the next 72 or 89 days, what should pioneers do? It’s simple: study the Pioneers Handbook. I recommend printing it out and reading it five times. This will contribute to the long-term success of the Pi Network, building this mindset is critical. Additionally, please share this Handbook with all your groups. It will help other pioneers develop a correct outlook on life and values. If you are a merchant or know any merchants, please also share the Pioneers Handbook and my articles about partial Pi payments at GCV. This will help both your business and your friends' businesses by leveraging the GCV community to increase exposure and attract more customers. After the OM, they can join the Pi Network Web3 blockchain, which will give them an edge over competitors. Make sure they register on MapofPi and remember to include GCV $314,159. CT needs to see how many merchants support GCV to determine how many pioneers can undergo KYC and migration. The logic here is straightforward: more GCV merchants signify lower failure risks and low policy violations. As demand for Pi increases in this region to support GCV ecosystem, this will lead to more KYC and migration opportunities in your area, including for high amounts of Pi wallets. We have witnessed already in GCV active countries which more than 10,000 or 20,000 above wallets have been migrated a lot. We achieved significant success in 2024, and I am confident that we will achieve even greater success in 2025, culminating in our OM celebration in about 2-3 months. Isn’t that exciting? Please block any accounts trying to convince you that your Pi value is $10, $100, $1,000, or $100,000. Ignore the noise; If you believe them, it will only slow down your region. GCV is unshakeable, and regions that support GCV and have more merchants in the ecosystem will gain more KYC and migration opportunities. For all pioneers who are facing financial difficulties, this is your only one opportunity in life. Don’t expect to still hold Pi if you choose to sell some for quick cash. Selling 10, 100, or even 1,000 Pi at this moment may entirely derail your chance for a better life because all your Pi account will be frozen. If you transfer your bought Pi from eco wallet to your own wallet, your policy violation will be tracked and all your accounts will be frozen. Any money spent to purchase Pi will be wasted. All pioneers should learn to be good citizens who respect government regulations and act honestly. Never try to take advantage of others. Greed in the Pi Network can cost you the opportunity to change your life and lose all your investment in buying Pi. I believe that most of our pioneers are honest, and you will be smart enough not to engage in harmful actions against others, the Pi Network, or yourselves. A person who knows how to navigate challenges is a hero. I wish for all pioneers to be heroes. Once again, Happy New Year! I wish all of you health, happiness, and prosperity in 2025.🌹🌹🌹 Doris Yin 🪷🪷🪷 Founder, Global GCV Movement Jan.1st, 2025
9:01

**Doris Yin 2025 New Year's Greetings to Pi Network Community** Dear Global Pioneers, GCV Ambassadors, and all GCV merchants, Happy New Year to everyone! Today marks the first day of 2025! I hope you all feel confident and energized as we work towards a successful OM for the Pi Network in Q1.🙏🙏🙏✊✊✊ In 2024, we made significant progress within the Pi Network. This progress serves as both motivation and a foundation for the current mass KYC and migration processes, which means we can finally anticipate a deadline for the OM—within a maximum of 89 days. Most likely, we will have the OM on Pi Day, which is just 72 days away. What has driven this success? GCV $314,159 has been confirmed since Pi2 Day 2024. Why am I so confident? The reasoning is straightforward, and most analysts can understand it. If GCV cannot meet the expectations set by Core Team for the long-term success of the Pi Network, they would not provide us with a deadline for OM by Pi2Day of 2025 on Pi2Day 2024 nor would they issue the recent deadline of Q1 2025. It’s important to remember that every project has its vision, mission, and goals. Considerable time and investment are put in to ensure that the project moves in the right direction. If the direction GCV does not align with their requirements, they cannot and will not give us the time frame for OM until we meet the necessary standards. Understand? Therefore, those who argue against GCV clearly lack understanding of Pi Network, and we can totally ignore them. There’s no need to explain or respond to their questions. Our Pioneers Handbook provides a strong theoretical foundation and guidelines for GCV helping Pi Network 100% succeed without any business risk. We already have more than 5 million GCV data on the blockchain, so there’s no need to debate what is Pi value. The only GCV value is $314,159. Our Pioneer’s Handbook has been updated to topic #73 and translated into 30 major languages. Pioneers who wish to live happily should obtain a copy from the Telegram International Group. It can not only boost your confidence but also bring you peace of mind. During the next 72 or 89 days, what should pioneers do? It’s simple: study the Pioneers Handbook. I recommend printing it out and reading it five times. This will contribute to the long-term success of the Pi Network, building this mindset is critical. Additionally, please share this Handbook with all your groups. It will help other pioneers develop a correct outlook on life and values. If you are a merchant or know any merchants, please also share the Pioneers Handbook and my articles about partial Pi payments at GCV. This will help both your business and your friends' businesses by leveraging the GCV community to increase exposure and attract more customers. After the OM, they can join the Pi Network Web3 blockchain, which will give them an edge over competitors. Make sure they register on MapofPi and remember to include GCV $314,159. CT needs to see how many merchants support GCV to determine how many pioneers can undergo KYC and migration. The logic here is straightforward: more GCV merchants signify lower failure risks and low policy violations. As demand for Pi increases in this region to support GCV ecosystem, this will lead to more KYC and migration opportunities in your area, including for high amounts of Pi wallets. We have witnessed already in GCV active countries which more than 10,000 or 20,000 above wallets have been migrated a lot. We achieved significant success in 2024, and I am confident that we will achieve even greater success in 2025, culminating in our OM celebration in about 2-3 months. Isn’t that exciting? Please block any accounts trying to convince you that your Pi value is $10, $100, $1,000, or $100,000. Ignore the noise; If you believe them, it will only slow down your region. GCV is unshakeable, and regions that support GCV and have more merchants in the ecosystem will gain more KYC and migration opportunities. For all pioneers who are facing financial difficulties, this is your only one opportunity in life. Don’t expect to still hold Pi if you choose to sell some for quick cash. Selling 10, 100, or even 1,000 Pi at this moment may entirely derail your chance for a better life because all your Pi account will be frozen. If you transfer your bought Pi from eco wallet to your own wallet, your policy violation will be tracked and all your accounts will be frozen. Any money spent to purchase Pi will be wasted. All pioneers should learn to be good citizens who respect government regulations and act honestly. Never try to take advantage of others. Greed in the Pi Network can cost you the opportunity to change your life and lose all your investment in buying Pi. I believe that most of our pioneers are honest, and you will be smart enough not to engage in harmful actions against others, the Pi Network, or yourselves. A person who knows how to navigate challenges is a hero. I wish for all pioneers to be heroes. Once again, Happy New Year! I wish all of you health, happiness, and prosperity in 2025.🌹🌹🌹 Doris Yin 🪷🪷🪷 Founder, Global GCV Movement Jan.1st, 2025

Doris Yin 东方紫莲🪷

44,760 次观看 • 1 年前

Q: How do you build a great company? In the clip below, Sam Altman walks through 9 things he has seen the best founders do: #1 Get to know your users really well “The best founders do customer support themselves. They go visit their users—in the case of Airbnb they go live with them. You want to get to know your users really really well.” #2 Have a short cycle time & understand compound growth “The cycle here is basically: talk to customer to understand pain point → build product to address that → get product in front of user → see what they do → repeat cycle. This cycle is how you iterate and improve. The law of compound growth being what it is: if you can get 2% better every iteration cycle, your iteration cycle is every four hours rather than every four weeks, and you compound that over the course of a few years, you’ll be in a very very different place. Make it one of your top goals to build one of the fastest iterating companies the world has ever seen.” #3 Make a long-term commitment “Most companies have a 2-3 year time horizon. But companies are almost always a 10 year project if they work. If you think about it that way from the very beginning, you will make very different and much better decisions. I think this is the only arbitrage opportunity left in the market. Almost no one makes a fairly long-term commitment to a new project. But if you do that, you will think in a different way, you will hire different people, and it will work very well.” #4 Stay lean until everything is working really well “In the early days, when you’re experimenting and zig zagging, you’re like a fast little speed boat and want to be able to turn the whole company on a dime. You can’t do that if you’re a big company—cash burn aside, which is another problem. The flexibility of the company basically decreases with the square of the number of employees, so you want to stay really small until you’re sure things are working. Once things are working, then you can get really big.” #5 Resist the urge to hire; especially resist the urge to hire mediocre people “Vinod Khosla has a saying that I love: ‘the team you build is the company you build.’ This is really true and I never appreciated how true this was for a long time. If you build a team of great people and you have a product that people love, you’ll have a 90%+ chance of success. Those are both really hard to do, and they’re independent variables. But don’t ignore the team component. The best CEOs I know spend huge amounts of their time recruiting and retaining good talent.” #6 Relentless execution “You have to keep going, and do things perfectly, and get all of the details right. You have to care too much about every experience that a customer has with your company.” #7 Startups are about not giving up “One of the very best companies in the last YC batch applied 7 times before they got in. This is just a version of what happens in startups all of the time: you get beat down, again, and again, and again. And that last time when you get pushed down and don’t think you have enough energy to get back up—that’s the time it actually works. This is what you sign up for if you’re going to start a startup.” #8 Fiduciary duty to take care of yourself “This is a 10-year marathon and you have a fiduciary duty to your shareholders to take care of yourself. Some people treat startups like an all-nighter: they don’t take care of their health, they don’t sleep, they don’t maintain their personal relationships. It is true that startups are a bad choice for work-life balance. But you have a duty to yourself, your team, and your investors to take care of yourself.” #9 Clear mission “You don’t have to figure this out on Day 1, but all of the most successful startups I’ve been fortunate enough to be a part of pretty quickly—in the first one to two years—figure out a really important mission. It’s this mission that gets people to join them. It drives the founders. It gets the media to write about them. And even if you start off building a project that’s just interesting to you and solves a problem in your life—which is how you should start—remember that you should have a clear mission at some point… That is what will convince people to come help you, and that is how you will build this idea into a huge company with a ton of people that really love your product.” Follow Startup Archive for more tactical startup advice!
5:28

Q: How do you build a great company? In the clip below, Sam Altman walks through 9 things he has seen the best founders do: #1 Get to know your users really well “The best founders do customer support themselves. They go visit their users—in the case of Airbnb they go live with them. You want to get to know your users really really well.” #2 Have a short cycle time & understand compound growth “The cycle here is basically: talk to customer to understand pain point → build product to address that → get product in front of user → see what they do → repeat cycle. This cycle is how you iterate and improve. The law of compound growth being what it is: if you can get 2% better every iteration cycle, your iteration cycle is every four hours rather than every four weeks, and you compound that over the course of a few years, you’ll be in a very very different place. Make it one of your top goals to build one of the fastest iterating companies the world has ever seen.” #3 Make a long-term commitment “Most companies have a 2-3 year time horizon. But companies are almost always a 10 year project if they work. If you think about it that way from the very beginning, you will make very different and much better decisions. I think this is the only arbitrage opportunity left in the market. Almost no one makes a fairly long-term commitment to a new project. But if you do that, you will think in a different way, you will hire different people, and it will work very well.” #4 Stay lean until everything is working really well “In the early days, when you’re experimenting and zig zagging, you’re like a fast little speed boat and want to be able to turn the whole company on a dime. You can’t do that if you’re a big company—cash burn aside, which is another problem. The flexibility of the company basically decreases with the square of the number of employees, so you want to stay really small until you’re sure things are working. Once things are working, then you can get really big.” #5 Resist the urge to hire; especially resist the urge to hire mediocre people “Vinod Khosla has a saying that I love: ‘the team you build is the company you build.’ This is really true and I never appreciated how true this was for a long time. If you build a team of great people and you have a product that people love, you’ll have a 90%+ chance of success. Those are both really hard to do, and they’re independent variables. But don’t ignore the team component. The best CEOs I know spend huge amounts of their time recruiting and retaining good talent.” #6 Relentless execution “You have to keep going, and do things perfectly, and get all of the details right. You have to care too much about every experience that a customer has with your company.” #7 Startups are about not giving up “One of the very best companies in the last YC batch applied 7 times before they got in. This is just a version of what happens in startups all of the time: you get beat down, again, and again, and again. And that last time when you get pushed down and don’t think you have enough energy to get back up—that’s the time it actually works. This is what you sign up for if you’re going to start a startup.” #8 Fiduciary duty to take care of yourself “This is a 10-year marathon and you have a fiduciary duty to your shareholders to take care of yourself. Some people treat startups like an all-nighter: they don’t take care of their health, they don’t sleep, they don’t maintain their personal relationships. It is true that startups are a bad choice for work-life balance. But you have a duty to yourself, your team, and your investors to take care of yourself.” #9 Clear mission “You don’t have to figure this out on Day 1, but all of the most successful startups I’ve been fortunate enough to be a part of pretty quickly—in the first one to two years—figure out a really important mission. It’s this mission that gets people to join them. It drives the founders. It gets the media to write about them. And even if you start off building a project that’s just interesting to you and solves a problem in your life—which is how you should start—remember that you should have a clear mission at some point… That is what will convince people to come help you, and that is how you will build this idea into a huge company with a ton of people that really love your product.” Follow Startup Archive for more tactical startup advice!

Startup Archive

407,717 次观看 • 2 年前

Q: How do you build a great company? In the clip below, Sam Altman walks through 9 things he has seen the best founders do: #1 Get to know your users really well “The best founders do customer support themselves. They go visit their users—in the case of Airbnb they go live with them. You want to get to know your users really really well.” #2 Have a short cycle time & understand compound growth “The cycle here is basically: talk to customer to understand pain point → build product to address that → get product in front of user → see what they do → repeat cycle. This cycle is how you iterate and improve. The law of compound growth being what it is: if you can get 2% better every iteration cycle, your iteration cycle is every four hours rather than every four weeks, and you compound that over the course of a few years, you’ll be in a very very different place. Make it one of your top goals to build one of the fastest iterating companies the world has ever seen.” #3 Make a long-term commitment “Most companies have a 2-3 year time horizon. But companies are almost always a 10 year project if they work. If you think about it that way from the very beginning, you will make very different and much better decisions. I think this is the only arbitrage opportunity left in the market. Almost no one makes a fairly long-term commitment to a new project. But if you do that, you will think in a different way, you will hire different people, and it will work very well.” #4 Stay lean until everything is working really well “In the early days, when you’re experimenting and zig zagging, you’re like a fast little speed boat and want to be able to turn the whole company on a dime. You can’t do that if you’re a big company—cash burn aside, which is another problem. The flexibility of the company basically decreases with the square of the number of employees, so you want to stay really small until you’re sure things are working. Once things are working, then you can get really big.” #5 Resist the urge to hire; especially resist the urge to hire mediocre people “Vinod Khosla has a saying that I love: ‘the team you build is the company you build.’ This is really true and I never appreciated how true this was for a long time. If you build a team of great people and you have a product that people love, you’ll have a 90%+ chance of success. Those are both really hard to do, and they’re independent variables. But don’t ignore the team component. The best CEOs I know spend huge amounts of their time recruiting and retaining good talent.” #6 Relentless execution “You have to keep going, and do things perfectly, and get all of the details right. You have to care too much about every experience that a customer has with your company.” #7 Startups are about not giving up “One of the very best companies in the last YC batch applied 7 times before they got in. This is just a version of what happens in startups all of the time: you get beat down, again, and again, and again. And that last time when you get pushed down and don’t think you have enough energy to get back up—that’s the time it actually works. This is what you sign up for if you’re going to start a startup.” #8 Fiduciary duty to take care of yourself “This is a 10 year marathon and you have a fiduciary duty to your shareholders to take care of yourself. Some people treat startups like an all-nighter: they don’t take care of their health, they don’t sleep, they don’t maintain their personal relationships. It is true that startups are a bad choice for work-life balance. But you have a duty to yourself, your team, and your investors to take care of yourself.” #9 Clear mission “You don’t have to figure this out on Day 1, but all of the most successful startups I’ve been fortunate enough to be a part of pretty quickly—in the first one to two years—figure out a really important mission. It’s this mission that gets people to join them. It drives the founders. It gets the media to write about them. And even if you start off building a project that’s just interesting to you and solves a problem in your life—which is how you should start—remember that you should have a clear mission at some point… That is what will convince people to come help you, and that is how you will build this idea into a huge company with a ton of people that really love your product.”
5:28

Q: How do you build a great company? In the clip below, Sam Altman walks through 9 things he has seen the best founders do: #1 Get to know your users really well “The best founders do customer support themselves. They go visit their users—in the case of Airbnb they go live with them. You want to get to know your users really really well.” #2 Have a short cycle time & understand compound growth “The cycle here is basically: talk to customer to understand pain point → build product to address that → get product in front of user → see what they do → repeat cycle. This cycle is how you iterate and improve. The law of compound growth being what it is: if you can get 2% better every iteration cycle, your iteration cycle is every four hours rather than every four weeks, and you compound that over the course of a few years, you’ll be in a very very different place. Make it one of your top goals to build one of the fastest iterating companies the world has ever seen.” #3 Make a long-term commitment “Most companies have a 2-3 year time horizon. But companies are almost always a 10 year project if they work. If you think about it that way from the very beginning, you will make very different and much better decisions. I think this is the only arbitrage opportunity left in the market. Almost no one makes a fairly long-term commitment to a new project. But if you do that, you will think in a different way, you will hire different people, and it will work very well.” #4 Stay lean until everything is working really well “In the early days, when you’re experimenting and zig zagging, you’re like a fast little speed boat and want to be able to turn the whole company on a dime. You can’t do that if you’re a big company—cash burn aside, which is another problem. The flexibility of the company basically decreases with the square of the number of employees, so you want to stay really small until you’re sure things are working. Once things are working, then you can get really big.” #5 Resist the urge to hire; especially resist the urge to hire mediocre people “Vinod Khosla has a saying that I love: ‘the team you build is the company you build.’ This is really true and I never appreciated how true this was for a long time. If you build a team of great people and you have a product that people love, you’ll have a 90%+ chance of success. Those are both really hard to do, and they’re independent variables. But don’t ignore the team component. The best CEOs I know spend huge amounts of their time recruiting and retaining good talent.” #6 Relentless execution “You have to keep going, and do things perfectly, and get all of the details right. You have to care too much about every experience that a customer has with your company.” #7 Startups are about not giving up “One of the very best companies in the last YC batch applied 7 times before they got in. This is just a version of what happens in startups all of the time: you get beat down, again, and again, and again. And that last time when you get pushed down and don’t think you have enough energy to get back up—that’s the time it actually works. This is what you sign up for if you’re going to start a startup.” #8 Fiduciary duty to take care of yourself “This is a 10 year marathon and you have a fiduciary duty to your shareholders to take care of yourself. Some people treat startups like an all-nighter: they don’t take care of their health, they don’t sleep, they don’t maintain their personal relationships. It is true that startups are a bad choice for work-life balance. But you have a duty to yourself, your team, and your investors to take care of yourself.” #9 Clear mission “You don’t have to figure this out on Day 1, but all of the most successful startups I’ve been fortunate enough to be a part of pretty quickly—in the first one to two years—figure out a really important mission. It’s this mission that gets people to join them. It drives the founders. It gets the media to write about them. And even if you start off building a project that’s just interesting to you and solves a problem in your life—which is how you should start—remember that you should have a clear mission at some point… That is what will convince people to come help you, and that is how you will build this idea into a huge company with a ton of people that really love your product.”

Michael McGuiness

500,098 次观看 • 2 年前

🔥A Pagan Has The Floor🔥 Full Translated Official Hitler Youth Magazine 'Will & Power' Article on Pagan Rebirth. Assorted Excerpts: 🔺"Those who are ideologically unsteady and spineless, who wander from one idea to the next and are constantly being “newly inspired,” are better off under the discipline of a church than in the open air of paganism." 🔺"...Thus the First of May, too, has received its pagan consecration—not as a day of praying and pleading, but of awakening, of the surging of strength, of work. And with this, its public reintroduction into the circle of festivals was also an outward victory of paganism." 🔺"..Our youth storms forth again and again in the same rhythm. Look into its fresh soul, come to know its poets… true, sturdy pagans they were and still are today." 🔺"For the Christian, “prayer” may be synonymous with “begging.” The pagan, however, does not beg for help from on high and then fold his hands in his lap and wait." ________________________ FULL ARTICLE: A Pagan Has the Floor. "From the “Reichswart” we reproduce the following letter, which seems to us typical of a part of the young activist generation: Outwardly, Germany celebrated its rebirth in the Garrison Church at Potsdam beside the sarcophagus of its great Prussian king. He is and lives on, immortal: the spirit of Prussia and of paganism. It is the eternal German, in whom will-to-action, creative power, and inner experience seek one another in Faustian fashion and unite in harmony and form. Impetuously he reaches up toward the stars; the divine awakens, shapes itself for its own sake, stands exalted above every form, indeed shattering them, as a mighty confession to the divine in itself: Bach, Beethoven, Goethe, Kant… the Gothic! And just as the eternal German carried the vastness of his forests, the roar of his northern sea, the clarity of his starry heavens into his deepest experience—into religion, into music, into his poetry and striving, into philosophy, into the art of building, into all his lofty creations—so once again he is driven out into the immediate creations of Nature, to rediscover there the fructification of the soul, inner peace in harmony and dialogue, above all in struggle with her. Thus our youth storms forth again and again in the same rhythm. Look into its fresh soul, come to know its poets… true, sturdy pagans they were and still are today: “Going to church means crawling into the devil’s arse. May God preserve me!” “Either I serve God through my life—and then my whole life is divine service and I need no church; or I do not serve God and do not seek him—and then going to church would be utterly superfluous.” “Are you still a pagan? Remain one and do not let yourself be baptised!” (From Gorch Fock’s diary pages “Stars above the Sea”.) “We always had religion, but a this-worldly religion; we saved the next world for later. With both feet we stood on the dear earth, lived our life in joy and custom, did not intoxicate ourselves with lust and cruelty, and therefore, unlike the Asiatics, needed no opiates such as remorse and penance. We stood toward our gods as toward our princes; we paid them their dues punctually, came to attention, let them pass by—and that was that! They were not allowed to interfere in our personal lives. More than once I have looked death in the eye, yet never once did it occur to me that I should first put on a clean shirt in case I suddenly found myself standing before someone who would inspect my laundry before opening the door for me. We say we are Christians, but we are not; nor can we be. Christianity and tribal consciousness are simply incompatible. “But the ascetic on the cross is a god for old men and the sick. And we others? When will a temple finally be erected for the modern, strong, scientifically thinking man, for the roaring of psalms and the tone of eternity in his heart?” (Johan Bojer.) But “prayer” must not be misused in the Christian sense and confused with church attendance. For the Christian, “prayer” may be synonymous with “begging.” The pagan, however, does not beg for help from on high and then fold his hands in his lap and wait. “Help yourself, and God will help you” is certainly not an oriental-fatalistic Bible verse; it sprang from genuine German experience. If the Christian clergy, especially the non-Catholic, has lost contact with youth, the fault does not lie with the “godless” people or even with the “godless movement,” as they would so dearly love to claim. With such (to put it mildly) excuses a clergyman steals his way into his dear Lord’s kingdom of heaven! The fault lies in the inner cramping of the church officials themselves, in their stubborn clinging to the man-made book called the Bible. They transfigure and worship God, interpret and misinterpret, quarrel and excommunicate, instead of being trailblazers for a higher experience in all its manifestations. And because Protestantism cannot find its fulfilment in this, its gradual dying away in favour of Catholicism, and the awakening paganism is both explicable and to be welcomed. Rotten wood belongs in the fire, and the clarification of fronts is what the present age demands. For a long time the dividing lines have no longer been seriously Protestantism versus Catholicism; they are increasingly and clearly becoming dogma-free religious paganism on the one hand and Catholic Christianity on the other. In the Protestant camp there are many who show more conviction for the insights of non-Christian philosophers than for the promises of the Bible. On the other side, convinced Christians will draw all the closer to Catholicism, especially as the latter, for reasons of power-politics and historical development, loosens its orthodox rigidity; here the vastly superior worldly shrewdness of the Church of Rome and its this-worldly security measures offer the best preconditions for a comprehensive breakthrough. Many facts already indicate today that Protestantism, still deliberating at the “green table,” is quietly being outflanked. We stand in an age of a Renaissance of world-historical significance. I deliberately quoted no “big-name authorities” for the awakening of paganism. Just as it arose from the nature-bound German soul and continually draws new strength from it, so too the uncomplicated poets of nature and homeland will remain its most successful proclaimers, whether consciously or unconsciously. The inner success that is not forced by propaganda or, as one must expect, by fiscal-technical coercion is the infallible measure of the vibrations of the folk-soul. Called leaders are watching over the new becoming. Our youth has grown more religious; it is searching; and like it, so are many others, more than ever before. May Heaven preserve us, however, from the jealous quarrels of sects. Our youth is pagan-religious because it is German. In this it is more inward-turned than many a nominal Christian and churchgoer. But if you reject it as godless and shallow, then you slander and profane the homeland-seeking of your own German, Nordic-feeling soul. The recent reports that re-entries into the churches are piling up do not change the basic situation in the least. Convinced pagans will keep themselves free from the opportunists who today think a church exit is the right thing and tomorrow think re-entry is. Those who are ideologically unsteady and spineless, who wander from one idea to the next and are constantly being “newly inspired,” are better off under the discipline of a church than in the open air of paganism. This experience will have taught General Ludendorff to transform his originally more ambitious “Deutschvolk” into a mere ideological recruiting depot and to give it the philosophical works of his wife as its foundation. His worst enemy, the Church of Rome, set him an example with its own educational methods; one can only wish and hope that these methods do not, as unfortunately seems to be the case, grow completely beyond his control. History furnishes proof that Christianity, and especially in this regard and especially in this regard the Roman Church in particular, with its worldly shrewdness, is accustomed to carrying out its mission in such a way that paganism (Heidentum), precisely because of the attitude that rightly rejects, for the most part, the systematic soul-snaring that is called mission, simply cannot measure up to it. But as long as the old customs and traditions have not disappeared, as long as at the high festivals of paganism; the mountain fires blaze across the land, as long as we all accompany the solstices with the quiet opening of the time of need (Notwende), so long will the glow of paganism be stirred and nourished. In doing so, the Church will again and again attempt in vain to give a Christian stamp to this new becoming. But it is under the sign of the swastika, the ancient-Nordic symbol of life, not under that of Golgotha, that Germany celebrates its rebirth. Thus the First of May, too, has received its pagan consecration—not as a day of praying and pleading, but of awakening, of the surging of strength, of work. And with this, its public reintroduction into the circle of festivals was also an outward victory of paganism." _________________________ Source: Wille und Macht 1.1933, Teil 2, Pgs 32-34
0:56

🔥A Pagan Has The Floor🔥 Full Translated Official Hitler Youth Magazine 'Will & Power' Article on Pagan Rebirth. Assorted Excerpts: 🔺"Those who are ideologically unsteady and spineless, who wander from one idea to the next and are constantly being “newly inspired,” are better off under the discipline of a church than in the open air of paganism." 🔺"...Thus the First of May, too, has received its pagan consecration—not as a day of praying and pleading, but of awakening, of the surging of strength, of work. And with this, its public reintroduction into the circle of festivals was also an outward victory of paganism." 🔺"..Our youth storms forth again and again in the same rhythm. Look into its fresh soul, come to know its poets… true, sturdy pagans they were and still are today." 🔺"For the Christian, “prayer” may be synonymous with “begging.” The pagan, however, does not beg for help from on high and then fold his hands in his lap and wait." ________________________ FULL ARTICLE: A Pagan Has the Floor. "From the “Reichswart” we reproduce the following letter, which seems to us typical of a part of the young activist generation: Outwardly, Germany celebrated its rebirth in the Garrison Church at Potsdam beside the sarcophagus of its great Prussian king. He is and lives on, immortal: the spirit of Prussia and of paganism. It is the eternal German, in whom will-to-action, creative power, and inner experience seek one another in Faustian fashion and unite in harmony and form. Impetuously he reaches up toward the stars; the divine awakens, shapes itself for its own sake, stands exalted above every form, indeed shattering them, as a mighty confession to the divine in itself: Bach, Beethoven, Goethe, Kant… the Gothic! And just as the eternal German carried the vastness of his forests, the roar of his northern sea, the clarity of his starry heavens into his deepest experience—into religion, into music, into his poetry and striving, into philosophy, into the art of building, into all his lofty creations—so once again he is driven out into the immediate creations of Nature, to rediscover there the fructification of the soul, inner peace in harmony and dialogue, above all in struggle with her. Thus our youth storms forth again and again in the same rhythm. Look into its fresh soul, come to know its poets… true, sturdy pagans they were and still are today: “Going to church means crawling into the devil’s arse. May God preserve me!” “Either I serve God through my life—and then my whole life is divine service and I need no church; or I do not serve God and do not seek him—and then going to church would be utterly superfluous.” “Are you still a pagan? Remain one and do not let yourself be baptised!” (From Gorch Fock’s diary pages “Stars above the Sea”.) “We always had religion, but a this-worldly religion; we saved the next world for later. With both feet we stood on the dear earth, lived our life in joy and custom, did not intoxicate ourselves with lust and cruelty, and therefore, unlike the Asiatics, needed no opiates such as remorse and penance. We stood toward our gods as toward our princes; we paid them their dues punctually, came to attention, let them pass by—and that was that! They were not allowed to interfere in our personal lives. More than once I have looked death in the eye, yet never once did it occur to me that I should first put on a clean shirt in case I suddenly found myself standing before someone who would inspect my laundry before opening the door for me. We say we are Christians, but we are not; nor can we be. Christianity and tribal consciousness are simply incompatible. “But the ascetic on the cross is a god for old men and the sick. And we others? When will a temple finally be erected for the modern, strong, scientifically thinking man, for the roaring of psalms and the tone of eternity in his heart?” (Johan Bojer.) But “prayer” must not be misused in the Christian sense and confused with church attendance. For the Christian, “prayer” may be synonymous with “begging.” The pagan, however, does not beg for help from on high and then fold his hands in his lap and wait. “Help yourself, and God will help you” is certainly not an oriental-fatalistic Bible verse; it sprang from genuine German experience. If the Christian clergy, especially the non-Catholic, has lost contact with youth, the fault does not lie with the “godless” people or even with the “godless movement,” as they would so dearly love to claim. With such (to put it mildly) excuses a clergyman steals his way into his dear Lord’s kingdom of heaven! The fault lies in the inner cramping of the church officials themselves, in their stubborn clinging to the man-made book called the Bible. They transfigure and worship God, interpret and misinterpret, quarrel and excommunicate, instead of being trailblazers for a higher experience in all its manifestations. And because Protestantism cannot find its fulfilment in this, its gradual dying away in favour of Catholicism, and the awakening paganism is both explicable and to be welcomed. Rotten wood belongs in the fire, and the clarification of fronts is what the present age demands. For a long time the dividing lines have no longer been seriously Protestantism versus Catholicism; they are increasingly and clearly becoming dogma-free religious paganism on the one hand and Catholic Christianity on the other. In the Protestant camp there are many who show more conviction for the insights of non-Christian philosophers than for the promises of the Bible. On the other side, convinced Christians will draw all the closer to Catholicism, especially as the latter, for reasons of power-politics and historical development, loosens its orthodox rigidity; here the vastly superior worldly shrewdness of the Church of Rome and its this-worldly security measures offer the best preconditions for a comprehensive breakthrough. Many facts already indicate today that Protestantism, still deliberating at the “green table,” is quietly being outflanked. We stand in an age of a Renaissance of world-historical significance. I deliberately quoted no “big-name authorities” for the awakening of paganism. Just as it arose from the nature-bound German soul and continually draws new strength from it, so too the uncomplicated poets of nature and homeland will remain its most successful proclaimers, whether consciously or unconsciously. The inner success that is not forced by propaganda or, as one must expect, by fiscal-technical coercion is the infallible measure of the vibrations of the folk-soul. Called leaders are watching over the new becoming. Our youth has grown more religious; it is searching; and like it, so are many others, more than ever before. May Heaven preserve us, however, from the jealous quarrels of sects. Our youth is pagan-religious because it is German. In this it is more inward-turned than many a nominal Christian and churchgoer. But if you reject it as godless and shallow, then you slander and profane the homeland-seeking of your own German, Nordic-feeling soul. The recent reports that re-entries into the churches are piling up do not change the basic situation in the least. Convinced pagans will keep themselves free from the opportunists who today think a church exit is the right thing and tomorrow think re-entry is. Those who are ideologically unsteady and spineless, who wander from one idea to the next and are constantly being “newly inspired,” are better off under the discipline of a church than in the open air of paganism. This experience will have taught General Ludendorff to transform his originally more ambitious “Deutschvolk” into a mere ideological recruiting depot and to give it the philosophical works of his wife as its foundation. His worst enemy, the Church of Rome, set him an example with its own educational methods; one can only wish and hope that these methods do not, as unfortunately seems to be the case, grow completely beyond his control. History furnishes proof that Christianity, and especially in this regard and especially in this regard the Roman Church in particular, with its worldly shrewdness, is accustomed to carrying out its mission in such a way that paganism (Heidentum), precisely because of the attitude that rightly rejects, for the most part, the systematic soul-snaring that is called mission, simply cannot measure up to it. But as long as the old customs and traditions have not disappeared, as long as at the high festivals of paganism; the mountain fires blaze across the land, as long as we all accompany the solstices with the quiet opening of the time of need (Notwende), so long will the glow of paganism be stirred and nourished. In doing so, the Church will again and again attempt in vain to give a Christian stamp to this new becoming. But it is under the sign of the swastika, the ancient-Nordic symbol of life, not under that of Golgotha, that Germany celebrates its rebirth. Thus the First of May, too, has received its pagan consecration—not as a day of praying and pleading, but of awakening, of the surging of strength, of work. And with this, its public reintroduction into the circle of festivals was also an outward victory of paganism." _________________________ Source: Wille und Macht 1.1933, Teil 2, Pgs 32-34

Völkisch Spirit ᚾ

13,820 次观看 • 8 个月前

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC Reporting Window: March 20, 2026 – March 22, 2026 (through 12:00 PM ET) • Mar 22, early morning (≈03:00–06:00 local / Mar 21, 8:00–11:00 PM ET): Iran launched ballistic missiles at Arad and Dimona, causing mass casualties and exposing a failed interception near one of Israel’s most sensitive strategic zones • Mar 21–22: The U.S. escalated Hormuz posture, with threats to strike Iranian power plants and active operations against Iranian maritime assets • Mar 21–22 overnight: Israel conducted another wide strike wave across Iran, hitting arms production, intelligence, and command infrastructure in Tehran and beyond • Mar 21–22: Lebanon intensified again, with Hezbollah rocket fire killing an Israeli civilian near Misgav Am and Israel expanding strikes and demolition operations south of the Litani • Mar 20–22: Gulf energy damage from Ras Laffan strikes was quantified, confirming long-term disruption to global LNG supply The last 48 hours were defined by a shift in both geography and escalation logic. The war is no longer moving in a single direction at a time. Southern Israel, the Gulf energy system, Tehran, and southern Lebanon all saw meaningful activity within the same window. At the same time, Washington moved from coalition pressure to direct deterrence language, while Israel continued to expand its strike envelope inside Iran. ━━━━━━━━━━━━━━━━━━ 🚀 SOUTHERN ISRAEL: A NEW AXIS OPENED (MAR 22 EARLY HOURS) Mar 22, ~03:30 local time (Mar 21, ~8:30 PM ET): Iranian ballistic missiles struck Arad and Dimona, marking the most sensitive geographic shift of the war in this window. Reuters reported dozens wounded in both locations, including a direct hit on a residential building in Arad and additional injuries in Dimona. Israeli reporting placed total casualties in the 80+ range in Arad and dozens more in Dimona. The IDF confirmed at least one missile was not intercepted, and the failure is under investigation. This matters because: • Dimona sits near Israel’s nuclear research complex • This is the first major southern-axis strike of this scale in the war • It reflects longer-range Iranian missile capability being used in this phase Why this matters: Iran has now demonstrated it can pressure north, center, and south simultaneously, not sequentially. That changes the defensive problem for Israel. ━━━━━━━━━━━━━━━━━━ ⚡ HORMUZ: FROM DETERRENCE TO ACTIVE ENGAGEMENT (MAR 21–22) Mar 21–22: The Hormuz front moved into a more explicit operational phase. Reuters reported that Trump threatened to strike Iranian power plants within 48 hours if Hormuz is not reopened. Iran responded by threatening retaliation against U.S. and Gulf infrastructure. At the same time, Israeli and U.S. reporting confirmed: • A-10 aircraft targeting Iranian fast-attack craft • Apache helicopters engaging one-way attack drones • CENTCOM releasing footage of direct strikes on Iranian naval assets Why this matters: This is no longer just a naval presence or escort mission. It is an active suppression campaign against Iran’s ability to disrupt the strait. ━━━━━━━━━━━━━━━━━━ 🔥 IRAN: STRIKE CAMPAIGN REMAINS BROAD AND SYSTEMIC (MAR 21–22 OVERNIGHT) Mar 21–22 overnight (Tehran local time): Israel conducted another wide strike wave inside Iran. Times of Israel reported strikes on: • arms production facilities • intelligence headquarters • military command nodes in Tehran Additional reporting and open-source tracking showed: • activity in Parchin, Arak, Isfahan, and Kerman • maritime-linked targets including Bandar e Lengeh • continued pressure on internal regime infrastructure Israeli leadership also reiterated that Iran can no longer: • enrich uranium • build missiles at scale Why this matters: This is not a tactical cleanup phase. It is an ongoing effort to deny Iran’s ability to regenerate military capacity. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON: PARALLEL PRESSURE CONTINUES (MAR 21–22) Mar 21 evening – Mar 22 morning: The northern front remained active in both directions. Times of Israel reported: • Hezbollah rocket fire killing a civilian near Misgav Am • sustained fire into northern Israeli communities Reuters reported Israel responded by: • striking bridges over the Litani River • ordering accelerated demolition of frontline homes and crossings • expanding operations in southern Lebanon Open reporting also showed: • continued Israeli strikes in Beirut’s southern suburbs • Hezbollah maintaining intermittent fire despite losses Why this matters: Israel is moving beyond reactive strikes and attempting to reshape the southern Lebanon battlespace, while Hezbollah still retains the ability to impose cost. ━━━━━━━━━━━━━━━━━━ 🛢 GULF ENERGY WAR: DAMAGE IS NOW LONG-TERM (MAR 20–22) Mar 20–22: The Gulf energy story shifted from disruption to structural damage. Reuters reported that strikes on Qatar’s Ras Laffan LNG complex have: • taken 17% of Qatar’s LNG capacity offline • created a 3–5 year recovery timeline • disrupted supply chains across Europe and Asia Additional reporting and open-source tracking showed: • continued fires and damage assessments • warnings from Tehran that strikes will intensify if energy targets are hit Why this matters: This is now a durable global energy disruption, not a short-term market shock. ━━━━━━━━━━━━━━━━━━ 🌍 GEOGRAPHIC EXPANSION: THE WAR IS NOW FULLY MULTI-AXIS Across this window, the war touched: • Southern Israel (Dimona / Arad) • Central Israel (cluster impacts) • Northern Israel (Hezbollah fire) • Tehran and central Iran (strike waves) • Hormuz (active U.S. engagement) • Gulf energy infrastructure (long-term damage) Additional reporting also noted: • missile activity toward Diego Garcia • effects spilling into Jordanian airspace Why this matters: The war is no longer shifting from front to front. It is now active across multiple fronts simultaneously. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW 1️⃣ Iran has expanded its strike geometry. Southern Israel is now fully in play alongside central and northern zones. 2️⃣ The Hormuz fight is now operational, not theoretical. The U.S. is actively targeting Iranian maritime and drone capabilities. 3️⃣ Israel is still widening the target set inside Iran. The campaign remains focused on long-term degradation, not short-term disruption. 4️⃣ The Gulf energy war has become structural. Ras Laffan damage confirms this is now a multi-year impact on global supply. Bottom line This reporting window shows a war that is becoming simultaneously broader and deeper. More fronts are active at once. More sensitive targets are being hit. And both sides are now operating in ways that suggest they are preparing for a longer and more complex phase, not a near-term resolution. ━━━━━━━━━━━━━━━━━━ END OF REPORT
1:48

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC Reporting Window: March 20, 2026 – March 22, 2026 (through 12:00 PM ET) • Mar 22, early morning (≈03:00–06:00 local / Mar 21, 8:00–11:00 PM ET): Iran launched ballistic missiles at Arad and Dimona, causing mass casualties and exposing a failed interception near one of Israel’s most sensitive strategic zones • Mar 21–22: The U.S. escalated Hormuz posture, with threats to strike Iranian power plants and active operations against Iranian maritime assets • Mar 21–22 overnight: Israel conducted another wide strike wave across Iran, hitting arms production, intelligence, and command infrastructure in Tehran and beyond • Mar 21–22: Lebanon intensified again, with Hezbollah rocket fire killing an Israeli civilian near Misgav Am and Israel expanding strikes and demolition operations south of the Litani • Mar 20–22: Gulf energy damage from Ras Laffan strikes was quantified, confirming long-term disruption to global LNG supply The last 48 hours were defined by a shift in both geography and escalation logic. The war is no longer moving in a single direction at a time. Southern Israel, the Gulf energy system, Tehran, and southern Lebanon all saw meaningful activity within the same window. At the same time, Washington moved from coalition pressure to direct deterrence language, while Israel continued to expand its strike envelope inside Iran. ━━━━━━━━━━━━━━━━━━ 🚀 SOUTHERN ISRAEL: A NEW AXIS OPENED (MAR 22 EARLY HOURS) Mar 22, ~03:30 local time (Mar 21, ~8:30 PM ET): Iranian ballistic missiles struck Arad and Dimona, marking the most sensitive geographic shift of the war in this window. Reuters reported dozens wounded in both locations, including a direct hit on a residential building in Arad and additional injuries in Dimona. Israeli reporting placed total casualties in the 80+ range in Arad and dozens more in Dimona. The IDF confirmed at least one missile was not intercepted, and the failure is under investigation. This matters because: • Dimona sits near Israel’s nuclear research complex • This is the first major southern-axis strike of this scale in the war • It reflects longer-range Iranian missile capability being used in this phase Why this matters: Iran has now demonstrated it can pressure north, center, and south simultaneously, not sequentially. That changes the defensive problem for Israel. ━━━━━━━━━━━━━━━━━━ ⚡ HORMUZ: FROM DETERRENCE TO ACTIVE ENGAGEMENT (MAR 21–22) Mar 21–22: The Hormuz front moved into a more explicit operational phase. Reuters reported that Trump threatened to strike Iranian power plants within 48 hours if Hormuz is not reopened. Iran responded by threatening retaliation against U.S. and Gulf infrastructure. At the same time, Israeli and U.S. reporting confirmed: • A-10 aircraft targeting Iranian fast-attack craft • Apache helicopters engaging one-way attack drones • CENTCOM releasing footage of direct strikes on Iranian naval assets Why this matters: This is no longer just a naval presence or escort mission. It is an active suppression campaign against Iran’s ability to disrupt the strait. ━━━━━━━━━━━━━━━━━━ 🔥 IRAN: STRIKE CAMPAIGN REMAINS BROAD AND SYSTEMIC (MAR 21–22 OVERNIGHT) Mar 21–22 overnight (Tehran local time): Israel conducted another wide strike wave inside Iran. Times of Israel reported strikes on: • arms production facilities • intelligence headquarters • military command nodes in Tehran Additional reporting and open-source tracking showed: • activity in Parchin, Arak, Isfahan, and Kerman • maritime-linked targets including Bandar e Lengeh • continued pressure on internal regime infrastructure Israeli leadership also reiterated that Iran can no longer: • enrich uranium • build missiles at scale Why this matters: This is not a tactical cleanup phase. It is an ongoing effort to deny Iran’s ability to regenerate military capacity. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON: PARALLEL PRESSURE CONTINUES (MAR 21–22) Mar 21 evening – Mar 22 morning: The northern front remained active in both directions. Times of Israel reported: • Hezbollah rocket fire killing a civilian near Misgav Am • sustained fire into northern Israeli communities Reuters reported Israel responded by: • striking bridges over the Litani River • ordering accelerated demolition of frontline homes and crossings • expanding operations in southern Lebanon Open reporting also showed: • continued Israeli strikes in Beirut’s southern suburbs • Hezbollah maintaining intermittent fire despite losses Why this matters: Israel is moving beyond reactive strikes and attempting to reshape the southern Lebanon battlespace, while Hezbollah still retains the ability to impose cost. ━━━━━━━━━━━━━━━━━━ 🛢 GULF ENERGY WAR: DAMAGE IS NOW LONG-TERM (MAR 20–22) Mar 20–22: The Gulf energy story shifted from disruption to structural damage. Reuters reported that strikes on Qatar’s Ras Laffan LNG complex have: • taken 17% of Qatar’s LNG capacity offline • created a 3–5 year recovery timeline • disrupted supply chains across Europe and Asia Additional reporting and open-source tracking showed: • continued fires and damage assessments • warnings from Tehran that strikes will intensify if energy targets are hit Why this matters: This is now a durable global energy disruption, not a short-term market shock. ━━━━━━━━━━━━━━━━━━ 🌍 GEOGRAPHIC EXPANSION: THE WAR IS NOW FULLY MULTI-AXIS Across this window, the war touched: • Southern Israel (Dimona / Arad) • Central Israel (cluster impacts) • Northern Israel (Hezbollah fire) • Tehran and central Iran (strike waves) • Hormuz (active U.S. engagement) • Gulf energy infrastructure (long-term damage) Additional reporting also noted: • missile activity toward Diego Garcia • effects spilling into Jordanian airspace Why this matters: The war is no longer shifting from front to front. It is now active across multiple fronts simultaneously. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW 1️⃣ Iran has expanded its strike geometry. Southern Israel is now fully in play alongside central and northern zones. 2️⃣ The Hormuz fight is now operational, not theoretical. The U.S. is actively targeting Iranian maritime and drone capabilities. 3️⃣ Israel is still widening the target set inside Iran. The campaign remains focused on long-term degradation, not short-term disruption. 4️⃣ The Gulf energy war has become structural. Ras Laffan damage confirms this is now a multi-year impact on global supply. Bottom line This reporting window shows a war that is becoming simultaneously broader and deeper. More fronts are active at once. More sensitive targets are being hit. And both sides are now operating in ways that suggest they are preparing for a longer and more complex phase, not a near-term resolution. ━━━━━━━━━━━━━━━━━━ END OF REPORT

Inside_Israel_Intel

25,980 次观看 • 5 个月前

$315 BILLION in stablecoins are now backed by US Treasuries. And I don't understand why no one's questioning this. Goldman's David Solomon and former Treasury Secretary Steve Mnuchin just did a victory lap on stablecoins. Their pitch: Stablecoins strengthen the dollar, create demand for Treasuries, make it easier for people outside the United States to hold dollars. Sounds great. Until you look at what's actually happening underneath... The GENIUS Act passed in July 2025. First federal stablecoin framework in US history. Stablecoin market cap has grown 50% year over year. Tether alone holds $141 billion in US Treasuries, making it one of the largest holders of American government debt on the planet. Washington's pitch is simple: every time someone in Argentina, Turkey, or Nigeria buys USDT, they're buying Treasuries by proxy. Dollar dominance strengthened. Problem solved. And here's the part they REALLY love... The US ran an $1.8 trillion deficit in fiscal 2025. CBO projects $1.9 trillion this year. National debt just crossed $39 trillion. Interest payments alone now exceed $1 trillion annually. Meanwhile, the biggest foreign buyers of Treasuries (China, Japan, Canada) have been pulling back for years. ARK Invest found that the share of Treasuries held by the largest foreign creditors dropped from 23% to just over 6% in the past 13 years. The Fed is STILL running down its balance sheet. So who's going to buy all this debt? Washington's answer: stablecoin issuers. Treasury Secretary Bessent said it himself: "A thriving stablecoin ecosystem will drive demand from the private sector for US Treasuries and help rein in the national debt." Think about what that actually means. The government is counting on a $315 billion crypto product (run largely by a company in El Salvador that just got its first real audit last week) to help finance a $1.9 TRILLION annual deficit. Stablecoin issuers currently hold less than 2% of outstanding Treasury bills. Even if the market hits $2 trillion by 2028 like Standard Chartered projects, that's still just a rounding error against $39 trillion in total debt. This is literally a NARRATIVE designed to make the debt problem sound manageable. But the Federal Reserve published a study showing that for every $1 that moves from bank deposits into stablecoins, bank lending contracts by roughly 50 cents. Stablecoin issuers can't make loans. The GENIUS Act prohibits it. They can ONLY hold Treasuries, reverse repos, and cash equivalents. So when deposits leave banks and flow into stablecoins, that money stops funding mortgages, small business loans, and commercial credit. It starts funding government debt instead. The US Treasury itself estimated stablecoins could drain up to $6.6 TRILLION from the banking system. That's not "strengthening the dollar." That's redirecting the lifeblood of the real economy into government IOUs while starving Main Street of credit. And then there's the run risk nobody wants to discuss. Fed Governor Michael Barr said it yesterday: Stablecoin issuers have every incentive to chase higher returns on their reserves. But unlike banks, they CANNOT access the Fed's discount window. If a stablecoin run happens, issuers dump Treasuries into the market all at once. Stablecoin inflows push Treasury yields down 2-2.5 basis points. Outflows spike yields UP 6-8 basis points. Easy in. Ugly out. Meanwhile, Tether is the 800-pound gorilla. $185 billion in circulation. 550 million users. And until last week, it had never had a Big Four audit. It just hired KPMG after 12 years of operating with nothing but quarterly attestations. This is the entity Wall Street is celebrating as the future of dollar dominance. A company headquartered in El Salvador that fought transparency in court twice and LOST both times. Here's what Solomon and Mnuchin are actually telling you if you listen carefully: Stablecoins create captive demand for short-term US government debt. Foreign governments don't want to hold Treasuries anymore. So Washington's solution is to get 550 million retail users in emerging markets to hold them instead through a digital wrapper called a "stablecoin." The holders get zero interest. The GENIUS Act explicitly prohibits it. The issuers pocket the Treasury returns. Tether made $10 billion in profit last year. And the real economy loses credit while the government gets cheaper funding. This is a classic Wall Street pitch to sell financial innovation as progress: "This strengthens the system. This is good for everyone." Then the leverage builds, the risks concentrate, and the people who sold you on it are nowhere to be found when it unwinds. Stablecoins are NOT saving the dollar. They're a $315 billion shadow money market fund with no Fed backstop, no deposit insurance, and run dynamics that could destabilize the very Treasury market they're supposed to support. If you want to hold dollars, hold dollars. If you want to own the asset that central banks are actually buying instead of Treasuries, you already know what that is... 🥇
1:23

$315 BILLION in stablecoins are now backed by US Treasuries. And I don't understand why no one's questioning this. Goldman's David Solomon and former Treasury Secretary Steve Mnuchin just did a victory lap on stablecoins. Their pitch: Stablecoins strengthen the dollar, create demand for Treasuries, make it easier for people outside the United States to hold dollars. Sounds great. Until you look at what's actually happening underneath... The GENIUS Act passed in July 2025. First federal stablecoin framework in US history. Stablecoin market cap has grown 50% year over year. Tether alone holds $141 billion in US Treasuries, making it one of the largest holders of American government debt on the planet. Washington's pitch is simple: every time someone in Argentina, Turkey, or Nigeria buys USDT, they're buying Treasuries by proxy. Dollar dominance strengthened. Problem solved. And here's the part they REALLY love... The US ran an $1.8 trillion deficit in fiscal 2025. CBO projects $1.9 trillion this year. National debt just crossed $39 trillion. Interest payments alone now exceed $1 trillion annually. Meanwhile, the biggest foreign buyers of Treasuries (China, Japan, Canada) have been pulling back for years. ARK Invest found that the share of Treasuries held by the largest foreign creditors dropped from 23% to just over 6% in the past 13 years. The Fed is STILL running down its balance sheet. So who's going to buy all this debt? Washington's answer: stablecoin issuers. Treasury Secretary Bessent said it himself: "A thriving stablecoin ecosystem will drive demand from the private sector for US Treasuries and help rein in the national debt." Think about what that actually means. The government is counting on a $315 billion crypto product (run largely by a company in El Salvador that just got its first real audit last week) to help finance a $1.9 TRILLION annual deficit. Stablecoin issuers currently hold less than 2% of outstanding Treasury bills. Even if the market hits $2 trillion by 2028 like Standard Chartered projects, that's still just a rounding error against $39 trillion in total debt. This is literally a NARRATIVE designed to make the debt problem sound manageable. But the Federal Reserve published a study showing that for every $1 that moves from bank deposits into stablecoins, bank lending contracts by roughly 50 cents. Stablecoin issuers can't make loans. The GENIUS Act prohibits it. They can ONLY hold Treasuries, reverse repos, and cash equivalents. So when deposits leave banks and flow into stablecoins, that money stops funding mortgages, small business loans, and commercial credit. It starts funding government debt instead. The US Treasury itself estimated stablecoins could drain up to $6.6 TRILLION from the banking system. That's not "strengthening the dollar." That's redirecting the lifeblood of the real economy into government IOUs while starving Main Street of credit. And then there's the run risk nobody wants to discuss. Fed Governor Michael Barr said it yesterday: Stablecoin issuers have every incentive to chase higher returns on their reserves. But unlike banks, they CANNOT access the Fed's discount window. If a stablecoin run happens, issuers dump Treasuries into the market all at once. Stablecoin inflows push Treasury yields down 2-2.5 basis points. Outflows spike yields UP 6-8 basis points. Easy in. Ugly out. Meanwhile, Tether is the 800-pound gorilla. $185 billion in circulation. 550 million users. And until last week, it had never had a Big Four audit. It just hired KPMG after 12 years of operating with nothing but quarterly attestations. This is the entity Wall Street is celebrating as the future of dollar dominance. A company headquartered in El Salvador that fought transparency in court twice and LOST both times. Here's what Solomon and Mnuchin are actually telling you if you listen carefully: Stablecoins create captive demand for short-term US government debt. Foreign governments don't want to hold Treasuries anymore. So Washington's solution is to get 550 million retail users in emerging markets to hold them instead through a digital wrapper called a "stablecoin." The holders get zero interest. The GENIUS Act explicitly prohibits it. The issuers pocket the Treasury returns. Tether made $10 billion in profit last year. And the real economy loses credit while the government gets cheaper funding. This is a classic Wall Street pitch to sell financial innovation as progress: "This strengthens the system. This is good for everyone." Then the leverage builds, the risks concentrate, and the people who sold you on it are nowhere to be found when it unwinds. Stablecoins are NOT saving the dollar. They're a $315 billion shadow money market fund with no Fed backstop, no deposit insurance, and run dynamics that could destabilize the very Treasury market they're supposed to support. If you want to hold dollars, hold dollars. If you want to own the asset that central banks are actually buying instead of Treasuries, you already know what that is... 🥇

George Noble

90,823 次观看 • 4 个月前

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."
31:16

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."

Ming

22,203 次观看 • 2 个月前

Part 1: Except for this piece of shit Chuck. He’s not talking about your sorry ass. Your "command" are woke pieces of shit as well, as they promoted your scum of a human from Captain to Major. Folks, this clown was recruited by a certain individual from a low-level "platform" in 2023, to try to mislead thousands of people using his uniform, rank, and active-duty status all to drive "publicity" for them because I turned down their proposal in 2022 to be a part of their "network" in which they boast they have millions of views which is false. All built on a facade, all seeking publicity, notoriety, fame, power, and wealth. This is how the swamp grows back. I have EVERYTHING. I have every single screenshot of how they all tie-in and what their goal was. It's already been recorded at JAG and OSI, but due to the wokeness of the Air Force and their DEI trash, they were doing the bare minimum to punish this woke POS, poor excuse of a human, much less a "soldier." A "soldier" who's using service and uniform to build a name in the secondary field simultaneously his "service." His intent and motives were broadcast by himself on his platforms and in true narcissist form, would turn to those he was seeking to mislead and influence, and say that it was me attacking him and trying to remove a soldier from service. I'd never heard of this clown until January 2023. The turd in uniform gets on TikTok and does a video to "stop listening to Derek Johnson. He's wrong." Violating Social Media Regulations straight out the gate then later tells the few he recruited that it's his role to correct misinformation about the Space Force. The only time I ever mentioned the Space Force was their acquisition of the Communications Systems of the Army and Navy and how it would be the Space Force in control of communications which also includes the EAS and all the intricacies of that. No, that wasn't his intent and motives. His intent and motives, as he posted, after he was baited by a Private Investigator, "the goal was not to steal, but to prevent book sales." Mission Failed. Books are #1 Best Sellers and still selling like hotcakes because they're for humanity and a Biblical, Historical, Monumental purpose. If you practiced what you post all over your Social Media, you might benefit from the fruits of the God and Christ you claim to serve. What did trying to steal a Federal Trademark (mine) have to do with anything? What did recruiting a bunch of thugs and people with criminal records, your group, in which you all are in conversations, screenshot, trying to piece together using photoshop and other apps, a fake conversation between me and an underage female, and publish the fake conversation to certain groups who love drama and propaganda... What did that have to do with my Freedom of Speech? Doing so was prefabricated, premeditated, frame-up which is a Felony in most states. You have 2 culprits who 'gave up the ship'. One before I busted all you morons and one after. Both prove premeditation. My case on you came together like a bee to honey. You were all easy to track. Because you're dumb criminals. You had PI's all in your group and baiting you all along the way. You also pulled in a State Representative. Who's yet to denounce his involvement in your foolish and unwise decisions. And to this very day, and forever permanent... your unwise and foolish decision to try to steal my Federal Trademark... forever on the United States Patent and Trademark Office GOVERNMENT website... Your ABANDONMENT. Remember when you said "it was a very legal move" that you made? If it was "a very legal move"... why did you file for a LOA in 6 days after I made a Public Announcement to 700K people, that we are aware of a group trying to register on the Federal Government site for Trademarks, my Federal Trademark, the same group who already created a FB page with same name? Theft.
7:37

Part 1: Except for this piece of shit Chuck. He’s not talking about your sorry ass. Your "command" are woke pieces of shit as well, as they promoted your scum of a human from Captain to Major. Folks, this clown was recruited by a certain individual from a low-level "platform" in 2023, to try to mislead thousands of people using his uniform, rank, and active-duty status all to drive "publicity" for them because I turned down their proposal in 2022 to be a part of their "network" in which they boast they have millions of views which is false. All built on a facade, all seeking publicity, notoriety, fame, power, and wealth. This is how the swamp grows back. I have EVERYTHING. I have every single screenshot of how they all tie-in and what their goal was. It's already been recorded at JAG and OSI, but due to the wokeness of the Air Force and their DEI trash, they were doing the bare minimum to punish this woke POS, poor excuse of a human, much less a "soldier." A "soldier" who's using service and uniform to build a name in the secondary field simultaneously his "service." His intent and motives were broadcast by himself on his platforms and in true narcissist form, would turn to those he was seeking to mislead and influence, and say that it was me attacking him and trying to remove a soldier from service. I'd never heard of this clown until January 2023. The turd in uniform gets on TikTok and does a video to "stop listening to Derek Johnson. He's wrong." Violating Social Media Regulations straight out the gate then later tells the few he recruited that it's his role to correct misinformation about the Space Force. The only time I ever mentioned the Space Force was their acquisition of the Communications Systems of the Army and Navy and how it would be the Space Force in control of communications which also includes the EAS and all the intricacies of that. No, that wasn't his intent and motives. His intent and motives, as he posted, after he was baited by a Private Investigator, "the goal was not to steal, but to prevent book sales." Mission Failed. Books are #1 Best Sellers and still selling like hotcakes because they're for humanity and a Biblical, Historical, Monumental purpose. If you practiced what you post all over your Social Media, you might benefit from the fruits of the God and Christ you claim to serve. What did trying to steal a Federal Trademark (mine) have to do with anything? What did recruiting a bunch of thugs and people with criminal records, your group, in which you all are in conversations, screenshot, trying to piece together using photoshop and other apps, a fake conversation between me and an underage female, and publish the fake conversation to certain groups who love drama and propaganda... What did that have to do with my Freedom of Speech? Doing so was prefabricated, premeditated, frame-up which is a Felony in most states. You have 2 culprits who 'gave up the ship'. One before I busted all you morons and one after. Both prove premeditation. My case on you came together like a bee to honey. You were all easy to track. Because you're dumb criminals. You had PI's all in your group and baiting you all along the way. You also pulled in a State Representative. Who's yet to denounce his involvement in your foolish and unwise decisions. And to this very day, and forever permanent... your unwise and foolish decision to try to steal my Federal Trademark... forever on the United States Patent and Trademark Office GOVERNMENT website... Your ABANDONMENT. Remember when you said "it was a very legal move" that you made? If it was "a very legal move"... why did you file for a LOA in 6 days after I made a Public Announcement to 700K people, that we are aware of a group trying to register on the Federal Government site for Trademarks, my Federal Trademark, the same group who already created a FB page with same name? Theft.

Derek Johnson

33,627 次观看 • 11 个月前