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What Michael Holding said back then is proving true: why ODIs will never die. CWC 2027 is expected to generate over $1.5 billion in revenue for the ICC. No other format offers as many advertising breaks or generates as much broadcast value as 50 over cricket.

Ragav X

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37,629 views • 1 month ago •via X (Twitter)

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Thomas Sewell is spot on, as always. It was true when he said it back then, years ago, and it is definitely true now. We're winning. Keep fighting. Keep winning people over to nationalism. Things have changed so much over the last decade. Imagine what the future holds.

Thomas Sewell is spot on, as always. It was true when he said it back then, years ago, and it is definitely true now. We're winning. Keep fighting. Keep winning people over to nationalism. Things have changed so much over the last decade. Imagine what the future holds.

pozgaylia_

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This is why many of Peter Obi's supporters WILL NEVER support any other Candidate. This is an unbiased analysis, and it would be unwise for coalition members to view or rely on Obi voters as leverage in 2027. He who has ears….

This is why many of Peter Obi's supporters WILL NEVER support any other Candidate. This is an unbiased analysis, and it would be unwise for coalition members to view or rely on Obi voters as leverage in 2027. He who has ears….

Emir Sirdam

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Bro… this is what Elon and SpaceX are aiming to take over. And then they will colonize many other planets as well, like Mars. The opportunity is massive… this is why I think Elon believes deep inside SpaceX has the potential to become the first $100 trillion company.

Bro… this is what Elon and SpaceX are aiming to take over. And then they will colonize many other planets as well, like Mars. The opportunity is massive… this is why I think Elon believes deep inside SpaceX has the potential to become the first $100 trillion company.

Teslaconomics

22,509 views • 7 months ago

Khawaja Asif claims are not wrong what he says is completely true. Here Wali Khan said decades ago: “as many as 1.5 million people were killed in the war between the USSR and the USA in Afghanistan”, and mullahs were used to radicalize people for recruitment.

Khawaja Asif claims are not wrong what he says is completely true. Here Wali Khan said decades ago: “as many as 1.5 million people were killed in the war between the USSR and the USA in Afghanistan”, and mullahs were used to radicalize people for recruitment.

Arshad Yousafzai

20,537 views • 6 months ago

Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or a lot of the other AI companies (Save this). When you factor those in, the real 2027 figure is probably closer to $1.5 trillion and AI lab inference revenue combined is tracking toward $300 billion in 2027. On its surface that ratio sounds alarming, spending $1.5 trillion in capex to generate $300 billion in revenue. But the framing collapses the moment you examine two things the bears consistently ignore, gross margins and the revenue trajectory. Gross margins on inference revenue are running at 60 to 70 percent. That means the $300 billion in inference revenue generates $180 to $210 billion in gross profit and that number compounds rapidly as utilization scales on infrastructure that is already built and paid for. The Capex is not being deployed against today's revenue but rather being deployed against a revenue trajectory that has shown no signs of decelerating. To understand how aggressive that trajectory actually is, consider that Morgan Stanley's $1.1 trillion hyperscaler forecast is nearly double what analysts projected for the same year just twelve months ago And they described the demand as inelastic, meaning it is not slowing down regardless of rising costs, tighter financing conditions or geopolitical risk. The AI industry ended 2025 tracking well over $200 billion in combined inference revenue and the growth rate since then has continued to accelerate rather than flatten. Anthropic alone scaled from negligible revenue to a $30 billion annualized run rate in approximately 18 months while OpenAI is tracking toward $280 billion in annual revenue by 2030 from $13 billion in 2025. There is also a structural reality in the capex number that the bears never account for. Roughly 35 percent of total AI spending goes toward training, building the next model generation which is not revenue-generating in the current period. That means only about 65 percent of the $1.5 trillion in capex is actually deployed against the inference infrastructure that earns revenue today. When you apply the 60 to 70 percent gross margin to the revenue that sits on top of that 65 percent figure, the economics look substantially better than the headline capex to revenue ratio implies. Every CEO who has been closest to this buildout has consistently underestimated it and Jensen Huang projected $1 trillion in AI capex two years ago and was called delusional. Dario Amodei said in early 2026 that AI revenues would reach the low hundreds of billions by 2028 and trillions before 2030 and given where Anthropic's own revenue trajectory is today, he is likely revising those numbers upward. The pattern here is consistent, every time someone models the revenue ceiling, the actual number breaks through it faster than expected. Come join Milk Road Pro for our full breakdown, the real unit economics of the AI inference buildout, how the capex to revenue ratio evolves over the next three years, and our entire AI thesis! Link below!

Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or a lot of the other AI companies (Save this). When you factor those in, the real 2027 figure is probably closer to $1.5 trillion and AI lab inference revenue combined is tracking toward $300 billion in 2027. On its surface that ratio sounds alarming, spending $1.5 trillion in capex to generate $300 billion in revenue. But the framing collapses the moment you examine two things the bears consistently ignore, gross margins and the revenue trajectory. Gross margins on inference revenue are running at 60 to 70 percent. That means the $300 billion in inference revenue generates $180 to $210 billion in gross profit and that number compounds rapidly as utilization scales on infrastructure that is already built and paid for. The Capex is not being deployed against today's revenue but rather being deployed against a revenue trajectory that has shown no signs of decelerating. To understand how aggressive that trajectory actually is, consider that Morgan Stanley's $1.1 trillion hyperscaler forecast is nearly double what analysts projected for the same year just twelve months ago And they described the demand as inelastic, meaning it is not slowing down regardless of rising costs, tighter financing conditions or geopolitical risk. The AI industry ended 2025 tracking well over $200 billion in combined inference revenue and the growth rate since then has continued to accelerate rather than flatten. Anthropic alone scaled from negligible revenue to a $30 billion annualized run rate in approximately 18 months while OpenAI is tracking toward $280 billion in annual revenue by 2030 from $13 billion in 2025. There is also a structural reality in the capex number that the bears never account for. Roughly 35 percent of total AI spending goes toward training, building the next model generation which is not revenue-generating in the current period. That means only about 65 percent of the $1.5 trillion in capex is actually deployed against the inference infrastructure that earns revenue today. When you apply the 60 to 70 percent gross margin to the revenue that sits on top of that 65 percent figure, the economics look substantially better than the headline capex to revenue ratio implies. Every CEO who has been closest to this buildout has consistently underestimated it and Jensen Huang projected $1 trillion in AI capex two years ago and was called delusional. Dario Amodei said in early 2026 that AI revenues would reach the low hundreds of billions by 2028 and trillions before 2030 and given where Anthropic's own revenue trajectory is today, he is likely revising those numbers upward. The pattern here is consistent, every time someone models the revenue ceiling, the actual number breaks through it faster than expected. Come join Milk Road Pro for our full breakdown, the real unit economics of the AI inference buildout, how the capex to revenue ratio evolves over the next three years, and our entire AI thesis! Link below!

Milk Road AI

21,141 views • 2 months ago

'Let me finish my question!' 'No, you're misrepresenting a case and then wheeling on as if what you said is true!' Watch as Steve Reed MP and Camilla Tominey furiously clash over the government's Chagos Islands deal.

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GB News

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BREAKING: Cory Booker just broke the record for the longest floor speech ever. He's been standing for over 24 hours, with no bathroom breaks. He has said that he is going to keep going for as long as he is physically able.

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“This is a year in which probably democracy as we understand it will either continue and improve, or it will tip over into something which is no longer recognizable.” With so many crucial elections, historian Timothy Snyder says 2024 is going to be a true test for democracy.

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As I’ve thought to myself and said out loud many times over the past few years, “What on earth is going on in Norfolk County?!”

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The Universe Doesn’t Care About Morals! If what she’s saying is not true...... Why do so many "GOOD" people feel like they get done the worst? Because the universe is going to mirror back to you your true energy, the way you truly feel about yourself beneath the surface. If you feel unworthy the universe will mirror that. The Universe is not judging us as much as matching or aligning with our energy.

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Senior Israeli official to pro-Netanyahu journalist Amit Segal: The story of the Iranian regime in its current format is over. It will take as long as it takes, but it will never go back to being what it was. This genie can no longer be put back in the bottle. The assessment is that even if they try to reverse it, the combination of mass fervor, a massive economic crisis with no visible solution. And an attack Israel believes is bound to come from the United States under President Trump could bring about the change Israel has been waiting for.

Clash Report

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Wow, day by day the Chemtrails get worse over the UK. They have hugely increased in Devon over the last year. It’s now a daily blocking of any sun. What is in the minds of those in charge? Is Starmer even aware? Or is it all to ‘save Earth’ ? Is that what the globalists tell the puppets in power? Question is what will happen to life on Earth with all this death spraying? The UK has never looked soo unattractive . Detox as much as possible: saunas, coriander smoothy, zeolite, chlorella. #Chemtrails #Geoengineering #LabourLies #nwo

Wow, day by day the Chemtrails get worse over the UK. They have hugely increased in Devon over the last year. It’s now a daily blocking of any sun. What is in the minds of those in charge? Is Starmer even aware? Or is it all to ‘save Earth’ ? Is that what the globalists tell the puppets in power? Question is what will happen to life on Earth with all this death spraying? The UK has never looked soo unattractive . Detox as much as possible: saunas, coriander smoothy, zeolite, chlorella. #Chemtrails #Geoengineering #LabourLies #nwo

Galactic Zoo

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This is why I will never listen to people who think Judy and Nick's conflict in the sequel isn't natural or ruins/isn't as investing for what they had in Z1

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bit#FreePalestine🇵🇸

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Eddie Hearn explains why he's impressed with the UFC's pay model: “As a business, it’s incredible that they can get their talent to fight for those numbers, given the revenue the show generates. You’re telling me you’re generating $50 million in revenue and the main event fighters are getting $750k to $1 million? Or whatever the actual figure is. What a business. Wow.”

Eddie Hearn explains why he's impressed with the UFC's pay model: “As a business, it’s incredible that they can get their talent to fight for those numbers, given the revenue the show generates. You’re telling me you’re generating $50 million in revenue and the main event fighters are getting $750k to $1 million? Or whatever the actual figure is. What a business. Wow.”

Ariel Helwani

543,078 views • 7 months ago

Game over for 'someone' in Bengal! "As far as Aadhaar Card is concerned, Supreme Court has said that Aadhaar is to be used as per Aadhaar Act. Sec 9 of Aadhaar Act says that Aadhaar will not be the proof of domicile or citizenship"- CEC Gyanesh Kumar.

Game over for 'someone' in Bengal! "As far as Aadhaar Card is concerned, Supreme Court has said that Aadhaar is to be used as per Aadhaar Act. Sec 9 of Aadhaar Act says that Aadhaar will not be the proof of domicile or citizenship"- CEC Gyanesh Kumar.

BhikuMhatre

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In the next two years, AI data centers will not only cause electric bills to soar, but are expected to generate the same emissions as driving over 300 billion miles — or 1,600 round trips to the sun from Earth. We need a moratorium on the construction of new AI data centers.

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Bernie Sanders

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