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Why wouldn't the Mets want Pete Alonso? That is how the question always gets framed, and it is the wrong question. They wanted him. That was never the hard part. The decision was about years three, four, five. That is where a long deal for a first baseman in... show more

Zack Scott

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30,567 次观看 • 4 天前 •via X (Twitter)

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sorry, they just did WHAT someone gave a machine one disease name, the leading cause of blindness in the developed world with 1.5 million americans already in its path, and it came back pointing at a drug that has sat in pharmacies for years under a different label: 551 papers read in 30 minutes against the 294 hours a human would have needed, and the loop that did it is public on GitHub most agent setups answer one question at a time, so the ceiling on the work is the quality of the question you happened to think of this one was handed a single question and wrote the second one itself. turns out that follow-up is where the real find was: a target called ABCA1, upregulated threefold, in an experiment no human ordered i read the whole paper looking for the trick, and the trick is structural. that is the second question, and it is the gap between an assistant and a factory: - hand the loop a field rather than a task: it was given a disease, and choosing the mechanism was part of its job - make it rank before it spends: 151 papers in, ten candidate mechanisms out, scored against each other before anything touched a bench - split reading from judging, so the agent that forms the theory is a different agent from the one grading it - close every cycle on physical reality: the verdict was an experiment, and another model's opinion was never allowed to stand in for one - feed each result back as the next question rather than a log line, which is the step almost nobody builds - search what already passed inspection first: the winner was an approved compound with a safety file already on record - write down what the round learned before opening the next one, so round two starts where round one stopped my read, and i think it is the uncomfortable one: reading was the entire bottleneck in that field, and everybody spent the decade optimising the writing. people ran every physical experiment here, the analysis agent needs a domain expert writing its prompts, and the authors decline to call this the leap it resembles. the thinking got replaced, and the hands did not so the question i cannot answer for my own setup: which step of your loop still stops dead until you sit down and type something bookmark this one. the four parts that turn one model into a line that runs like this, the queue, the rooms, the write permissions and the gate, are built file by file in the piece below ↓

sorry, they just did WHAT someone gave a machine one disease name, the leading cause of blindness in the developed world with 1.5 million americans already in its path, and it came back pointing at a drug that has sat in pharmacies for years under a different label: 551 papers read in 30 minutes against the 294 hours a human would have needed, and the loop that did it is public on GitHub most agent setups answer one question at a time, so the ceiling on the work is the quality of the question you happened to think of this one was handed a single question and wrote the second one itself. turns out that follow-up is where the real find was: a target called ABCA1, upregulated threefold, in an experiment no human ordered i read the whole paper looking for the trick, and the trick is structural. that is the second question, and it is the gap between an assistant and a factory: - hand the loop a field rather than a task: it was given a disease, and choosing the mechanism was part of its job - make it rank before it spends: 151 papers in, ten candidate mechanisms out, scored against each other before anything touched a bench - split reading from judging, so the agent that forms the theory is a different agent from the one grading it - close every cycle on physical reality: the verdict was an experiment, and another model's opinion was never allowed to stand in for one - feed each result back as the next question rather than a log line, which is the step almost nobody builds - search what already passed inspection first: the winner was an approved compound with a safety file already on record - write down what the round learned before opening the next one, so round two starts where round one stopped my read, and i think it is the uncomfortable one: reading was the entire bottleneck in that field, and everybody spent the decade optimising the writing. people ran every physical experiment here, the analysis agent needs a domain expert writing its prompts, and the authors decline to call this the leap it resembles. the thinking got replaced, and the hands did not so the question i cannot answer for my own setup: which step of your loop still stops dead until you sit down and type something bookmark this one. the four parts that turn one model into a line that runs like this, the queue, the rooms, the write permissions and the gate, are built file by file in the piece below ↓

Argona

32,475 次观看 • 23 天前

FIVE YEARS OF ALTCOIN PAIN JUST BUILT ONE PATTERN. $657B today. That is below the 2021 pricing. Five years of pain for nothing. Everyone who bought the top is still down. Everyone who traded it is exhausted. That is what the bottom of a handle looks like. Cup since 2021. Handle since last year. The boring part is the part everyone sells, and they sell it right here. $650B on a three week close and I'm wrong. And the altcoin season everyone is waiting for isn't coming...

FIVE YEARS OF ALTCOIN PAIN JUST BUILT ONE PATTERN. $657B today. That is below the 2021 pricing. Five years of pain for nothing. Everyone who bought the top is still down. Everyone who traded it is exhausted. That is what the bottom of a handle looks like. Cup since 2021. Handle since last year. The boring part is the part everyone sells, and they sell it right here. $650B on a three week close and I'm wrong. And the altcoin season everyone is waiting for isn't coming...

Merlijn The Trader

73,618 次观看 • 15 天前

Aaron Glenn versus the #Jets media: NYJ started QB Brady Cook in the first half vs the #Eagles & QB Adrian Martinez in the second half. Media: ‘What was the thinking [on that decision]?’ AG: ‘My decision.’ Media: ‘But is one guy in his second year & the other one is in his first…’ AG cuts him off: ‘My decision.’ Media: ‘But what’s the…’ AG cuts him off again: ‘My decision.’ Coach Glenn then proceeded to stare a hole through that media member for three seconds which felt much longer before someone else asked a question. 😳🤣 🎥 New York Jets #JetUp LINK:

Aaron Glenn versus the #Jets media: NYJ started QB Brady Cook in the first half vs the #Eagles & QB Adrian Martinez in the second half. Media: ‘What was the thinking [on that decision]?’ AG: ‘My decision.’ Media: ‘But is one guy in his second year & the other one is in his first…’ AG cuts him off: ‘My decision.’ Media: ‘But what’s the…’ AG cuts him off again: ‘My decision.’ Coach Glenn then proceeded to stare a hole through that media member for three seconds which felt much longer before someone else asked a question. 😳🤣 🎥 New York Jets #JetUp LINK:

Paul Andrew Esden Jr

224,879 次观看 • 1 年前

Peter Walker channelling Mrs Merton in his question to Kemi Badenoch: "Can you explain what it is about leading a party where the average voter age for you is 62 & rising every year, that makes a triple lock such an appealing prospect"

Peter Walker channelling Mrs Merton in his question to Kemi Badenoch: "Can you explain what it is about leading a party where the average voter age for you is 62 & rising every year, that makes a triple lock such an appealing prospect"

Saul Staniforth

126,580 次观看 • 1 个月前

This runner at first was caught in a pick off move by the pitcher. Pitcher throws to first and the first baseman fires to second and the umpire calls him out. He looked safe on the play. However, the umpire admits he was safe but said he called him out because the other team was losing 10-0 in the first inning. He said “he was so safe but I just gave it to them.” Basically saying we gotta’ get the game moving right? Fellow umpires, some coaches and parents said they respect the call and why. But many people said you are cheating that one runner by calling him out. They said no matter the score you have to have integrity even if it is 20-0. They said this is why kids grow up disliking umpires and why parents act the way they do. Tough one- I actually understand where he is coming from but if that were your kid, would you want him called out? I say call the game the right way 100% and let it play out the way it is supposed to. How is the other team supposed to get better if you are giving them calls? Do you agree with the umpire and why he did it? Or, are you totally against that and that should never happen?

This runner at first was caught in a pick off move by the pitcher. Pitcher throws to first and the first baseman fires to second and the umpire calls him out. He looked safe on the play. However, the umpire admits he was safe but said he called him out because the other team was losing 10-0 in the first inning. He said “he was so safe but I just gave it to them.” Basically saying we gotta’ get the game moving right? Fellow umpires, some coaches and parents said they respect the call and why. But many people said you are cheating that one runner by calling him out. They said no matter the score you have to have integrity even if it is 20-0. They said this is why kids grow up disliking umpires and why parents act the way they do. Tough one- I actually understand where he is coming from but if that were your kid, would you want him called out? I say call the game the right way 100% and let it play out the way it is supposed to. How is the other team supposed to get better if you are giving them calls? Do you agree with the umpire and why he did it? Or, are you totally against that and that should never happen?

👉M-Û-R-Č-H👈

44,446 次观看 • 2 个月前

The Steve Rogers teaser was filmed after he already met Doctor Doom. Here is why? — The teaser shows Steve at a peggy's house older, holding his baby. Living the life he always wanted. — Everyone assumed it was showing us the beginning of his Doomsday story. — But the CinemaCon trailer just confirmed something Steve appears in Doomsday in civilian clothes. No suit. No shield. — So here is the question if Steve is in civilian clothes during the main film, when exactly does he suit up? — Theory the teaser isn't the beginning of Steve's story. It's the middle of it. — Steve has already encountered Doom by the time that teaser was filmed. — Something happened. Bad enough that he left his family and came back. — And he came back for one thing the suit. — A man who chose peace for the first time in his life doesn't walk back into a war without a reason. — Doom gave him that reason. — The civilian clothes in the CinemaCon trailer are a timeline marker. — Before the suit Steve is just a man processing what Doom showed him. — After the suit the MCU gets something it hasn't seen since 2019. — The teaser wasn't an introduction. — It was the calm before Steve made his decision.

The Steve Rogers teaser was filmed after he already met Doctor Doom. Here is why? — The teaser shows Steve at a peggy's house older, holding his baby. Living the life he always wanted. — Everyone assumed it was showing us the beginning of his Doomsday story. — But the CinemaCon trailer just confirmed something Steve appears in Doomsday in civilian clothes. No suit. No shield. — So here is the question if Steve is in civilian clothes during the main film, when exactly does he suit up? — Theory the teaser isn't the beginning of Steve's story. It's the middle of it. — Steve has already encountered Doom by the time that teaser was filmed. — Something happened. Bad enough that he left his family and came back. — And he came back for one thing the suit. — A man who chose peace for the first time in his life doesn't walk back into a war without a reason. — Doom gave him that reason. — The civilian clothes in the CinemaCon trailer are a timeline marker. — Before the suit Steve is just a man processing what Doom showed him. — After the suit the MCU gets something it hasn't seen since 2019. — The teaser wasn't an introduction. — It was the calm before Steve made his decision.

Earth 616

206,732 次观看 • 3 个月前

Jeff Bezos just described AI in three words that make most of the economy temporary. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Not a product. Not a platform. Not a feature. A layer. Underneath everything. Everyone is asking which AI company wins. Bezos is telling you that is the wrong question entirely. A horizontal layer does not produce winners. It produces a new floor. Everything standing on the old one either gets rebuilt or gets erased. This has happened exactly twice in modern history. Electricity. The internet. Both times the same pattern. The new layer appeared. The old economy kept running above it. Revenue held. Careers continued. Everything looked normal. Then quietly and permanently the entire structure reorganized around the new substrate. The people who did not move were not outcompeted. They were made structurally irrelevant. Not because they were wrong. Because the ground they stood on stopped being ground. Bezos is telling you it is happening a third time. Not with a product. Not with a platform. With intelligence itself becoming infrastructure. A horizontal layer does not compete with the expert. It makes expertise free. It hands a 22 year old with zero credentials the same cognitive output you spent a decade and a quarter million dollars learning to produce. For $20 a month. That is not disruption. Disruption replaces a product with a better product. This dissolves the scarcity your entire career was priced on. Not because the work disappeared. Because the wall around it did. Every profession that exists because knowledge is hard to acquire. Every company that profits because analysis takes time. Every industry that survives because complexity locks outsiders out. All of it rests on a single assumption. That cognition is scarce. AI does not challenge that assumption. It retires it. The people who understand this are already rebuilding. Quietly. Deliberately. While everyone else argues about whether the thing underneath them is real. Bezos did not give you a prediction. He gave you a position on a map. You are either above the new layer or beneath it.

Jeff Bezos just described AI in three words that make most of the economy temporary. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Not a product. Not a platform. Not a feature. A layer. Underneath everything. Everyone is asking which AI company wins. Bezos is telling you that is the wrong question entirely. A horizontal layer does not produce winners. It produces a new floor. Everything standing on the old one either gets rebuilt or gets erased. This has happened exactly twice in modern history. Electricity. The internet. Both times the same pattern. The new layer appeared. The old economy kept running above it. Revenue held. Careers continued. Everything looked normal. Then quietly and permanently the entire structure reorganized around the new substrate. The people who did not move were not outcompeted. They were made structurally irrelevant. Not because they were wrong. Because the ground they stood on stopped being ground. Bezos is telling you it is happening a third time. Not with a product. Not with a platform. With intelligence itself becoming infrastructure. A horizontal layer does not compete with the expert. It makes expertise free. It hands a 22 year old with zero credentials the same cognitive output you spent a decade and a quarter million dollars learning to produce. For $20 a month. That is not disruption. Disruption replaces a product with a better product. This dissolves the scarcity your entire career was priced on. Not because the work disappeared. Because the wall around it did. Every profession that exists because knowledge is hard to acquire. Every company that profits because analysis takes time. Every industry that survives because complexity locks outsiders out. All of it rests on a single assumption. That cognition is scarce. AI does not challenge that assumption. It retires it. The people who understand this are already rebuilding. Quietly. Deliberately. While everyone else argues about whether the thing underneath them is real. Bezos did not give you a prediction. He gave you a position on a map. You are either above the new layer or beneath it.

Dustin

104,086 次观看 • 1 个月前

History has taught you have to choose between 1st World colonization or 3rd World immigration Your Will is either carved into reality or another’s Will is enacted upon you Life itself is a grand struggle between the conquered and the conquerer O but how forgetful is the mind of man in the days of his comfort Only until his land is overrun and his Race is all but gone does he realize this peace was a myth That surely there was war in his midst and he knew it not A bad steward always loses his inheritance and if he does not claim it… it is taken by another The question every man must as himself: Should I rule or be a subject? God will not judge your choice to be one or the other … but rather how you ruled or how you rendered to Caesar what rightfully belonged to him Humility isn’t defined as giving what is yours but in recognizing the power is yours to wield That the cost of doing nothing is greater than the cost of perhaps doing the wrong thing What will history say about you? About us? About our People? That of all men… The Europeans were the most virtuous of Rulers.

History has taught you have to choose between 1st World colonization or 3rd World immigration Your Will is either carved into reality or another’s Will is enacted upon you Life itself is a grand struggle between the conquered and the conquerer O but how forgetful is the mind of man in the days of his comfort Only until his land is overrun and his Race is all but gone does he realize this peace was a myth That surely there was war in his midst and he knew it not A bad steward always loses his inheritance and if he does not claim it… it is taken by another The question every man must as himself: Should I rule or be a subject? God will not judge your choice to be one or the other … but rather how you ruled or how you rendered to Caesar what rightfully belonged to him Humility isn’t defined as giving what is yours but in recognizing the power is yours to wield That the cost of doing nothing is greater than the cost of perhaps doing the wrong thing What will history say about you? About us? About our People? That of all men… The Europeans were the most virtuous of Rulers.

Christian Ascania🌞

79,829 次观看 • 7 个月前

Europe is quietly becoming what the United States once promised the world. More and more people are looking at their best years ahead and choosing a place where everyday life is designed to work. Where the future feels stable enough to plan for. Where safety is not a luxury product. Where you can build a good life without gambling your health, your family, or your dignity on one bad month. In much of Europe, the “dream” is not about becoming a billionaire. It is about becoming unafraid. It is the freedom of walking home at night without scanning every shadow. The comfort of knowing that if you get sick, you do not need to calculate whether you can afford to be treated. The relief of having a society that still believes children should carry backpacks, not trauma, and definitely not weapons. The calm of streets built for human beings, not just cars. The ability to take a holiday without feeling like you are committing career suicide. The basic decency of labor protections that assume you are a person first and a resource second. And then there is the part people underestimate until they live it: the texture of life. The cities are older and more beautiful than you expect. The distances are smaller. Weekends are real. Food is real. Public spaces are not just decorative, they are functional. Parks are full. Cafes are full. Trains take you somewhere, often across borders, without turning travel into a stress test. You can live in one country, work with another, and visit a third like it is normal because, in many places, it is. The European dream is also a quiet confidence in the social contract. That if you contribute, the system does not abandon you. That you can raise a family without feeling like you are one accident away from ruin. That “getting ahead” does not require burning out. That a good society is one where normal people can live normal lives and still feel proud of them. This is why more and more Americans are not just visiting Europe, but staying. Some come for studies and never leave. Some arrive for a job and realise the lifestyle is the real promotion. Some originally planned a one year experiment and then cannot imagine going back to a place where stress is treated as a personality trait and insecurity is marketed as freedom. Europe is not perfect. It has bureaucracy. It has politics. It has problems that deserve criticism. But in many European countries, life is still built around a simple idea: society should reduce fear, not monetise it. That is the new dream. And people can feel it the moment they arrive. If you could choose one thing to trade for a better life, what would it be: more income, or more security? And what do you think your country would have to change for people to stop leaving, and start staying? Stay connected, Follow Gandalv Gandalv

Europe is quietly becoming what the United States once promised the world. More and more people are looking at their best years ahead and choosing a place where everyday life is designed to work. Where the future feels stable enough to plan for. Where safety is not a luxury product. Where you can build a good life without gambling your health, your family, or your dignity on one bad month. In much of Europe, the “dream” is not about becoming a billionaire. It is about becoming unafraid. It is the freedom of walking home at night without scanning every shadow. The comfort of knowing that if you get sick, you do not need to calculate whether you can afford to be treated. The relief of having a society that still believes children should carry backpacks, not trauma, and definitely not weapons. The calm of streets built for human beings, not just cars. The ability to take a holiday without feeling like you are committing career suicide. The basic decency of labor protections that assume you are a person first and a resource second. And then there is the part people underestimate until they live it: the texture of life. The cities are older and more beautiful than you expect. The distances are smaller. Weekends are real. Food is real. Public spaces are not just decorative, they are functional. Parks are full. Cafes are full. Trains take you somewhere, often across borders, without turning travel into a stress test. You can live in one country, work with another, and visit a third like it is normal because, in many places, it is. The European dream is also a quiet confidence in the social contract. That if you contribute, the system does not abandon you. That you can raise a family without feeling like you are one accident away from ruin. That “getting ahead” does not require burning out. That a good society is one where normal people can live normal lives and still feel proud of them. This is why more and more Americans are not just visiting Europe, but staying. Some come for studies and never leave. Some arrive for a job and realise the lifestyle is the real promotion. Some originally planned a one year experiment and then cannot imagine going back to a place where stress is treated as a personality trait and insecurity is marketed as freedom. Europe is not perfect. It has bureaucracy. It has politics. It has problems that deserve criticism. But in many European countries, life is still built around a simple idea: society should reduce fear, not monetise it. That is the new dream. And people can feel it the moment they arrive. If you could choose one thing to trade for a better life, what would it be: more income, or more security? And what do you think your country would have to change for people to stop leaving, and start staying? Stay connected, Follow Gandalv Gandalv

Gandalv

989,075 次观看 • 6 个月前

As I sit here in DC this week, we are closer to something I was not sure I would ever see. I have been working in this industry since 2015. For most of those years, the defining feature of crypto in Washington was not policy. It was the absence of it. A gray zone where serious people built serious things under a constant cloud, never quite sure which rules applied or whether the ground would move beneath them. This week the CLARITY Act sits on the Senate calendar. A federal framework for digital asset market structure, the thing this industry has wanted for the better part of a decade, is closer than it has ever been. It is not law yet, and there are real hurdles left. But the distance between where we stood a few years ago and where we are sitting today is hard to put into words. I keep thinking about the work that got us here. Over the past year I watched Chainlink move from outside these conversations to inside them. Sergey at the White House for the signing of the GENIUS Act. The Department of Commerce putting government economic data onchain. Meetings with the SEC that became real interpretive guidance. Conversations with the lawmakers now writing the rules. None of that happens by accident. It happens because people keep showing up, year after year, and make the case in rooms where it is not yet obvious. And there is something fitting in it. The entire premise of what we build is verification. Making truth provable. Removing the question of what is real. The work here in DC is the same thing in a different form. Trading a decade of ambiguity for something the industry has never actually had. We are not at the finish line. But sitting here, it is hard not to feel the weight of it. The gray zone is ending. What comes next is something this industry has never had. Clarity.

As I sit here in DC this week, we are closer to something I was not sure I would ever see. I have been working in this industry since 2015. For most of those years, the defining feature of crypto in Washington was not policy. It was the absence of it. A gray zone where serious people built serious things under a constant cloud, never quite sure which rules applied or whether the ground would move beneath them. This week the CLARITY Act sits on the Senate calendar. A federal framework for digital asset market structure, the thing this industry has wanted for the better part of a decade, is closer than it has ever been. It is not law yet, and there are real hurdles left. But the distance between where we stood a few years ago and where we are sitting today is hard to put into words. I keep thinking about the work that got us here. Over the past year I watched Chainlink move from outside these conversations to inside them. Sergey at the White House for the signing of the GENIUS Act. The Department of Commerce putting government economic data onchain. Meetings with the SEC that became real interpretive guidance. Conversations with the lawmakers now writing the rules. None of that happens by accident. It happens because people keep showing up, year after year, and make the case in rooms where it is not yet obvious. And there is something fitting in it. The entire premise of what we build is verification. Making truth provable. Removing the question of what is real. The work here in DC is the same thing in a different form. Trading a decade of ambiguity for something the industry has never actually had. We are not at the finish line. But sitting here, it is hard not to feel the weight of it. The gray zone is ending. What comes next is something this industry has never had. Clarity.

Chris Barrett

14,798 次观看 • 2 个月前

Listen to how the first fart sounds, although the second was not so thunderous, however it is the one that came with the most rotten smell... You can see how it continues in😈

Listen to how the first fart sounds, although the second was not so thunderous, however it is the one that came with the most rotten smell... You can see how it continues in😈

Nick 💨 (20% OFF ONLYFANS) 💸

12,756 次观看 • 1 个月前

The Brazilian three-banded armadillo is endemic to Brazil, where it is known as tatu-bola. It is one of only two species of armadillo that can roll into a ball [📹 In The Wild Brazil:

The Brazilian three-banded armadillo is endemic to Brazil, where it is known as tatu-bola. It is one of only two species of armadillo that can roll into a ball [📹 In The Wild Brazil:

Massimo

933,851 次观看 • 3 年前

Monday night on Jimmy Kimmel Live, Jelly Roll said he has lost 300 pounds. He also took a shot at President Trump’s weight. That’s the joke. The substance is the work. Losing 300 pounds is not a celebrity makeover. That is a man deciding he was done living half a life. Anyone who takes their health seriously deserves credit. Not because it is fashionable. Because it is hard. You change what you eat. You change how you move. You live with the discomfort instead of hiding in it. Most people never do that work. When one person actually does it, it gives other people permission. It shows the excuse was never as strong as they thought. Hollywood loves to preach. Fitness is one of the few sermons that is real. Get healthier and everything else in your life gets a better shot. He did it. More people should.

Monday night on Jimmy Kimmel Live, Jelly Roll said he has lost 300 pounds. He also took a shot at President Trump’s weight. That’s the joke. The substance is the work. Losing 300 pounds is not a celebrity makeover. That is a man deciding he was done living half a life. Anyone who takes their health seriously deserves credit. Not because it is fashionable. Because it is hard. You change what you eat. You change how you move. You live with the discomfort instead of hiding in it. Most people never do that work. When one person actually does it, it gives other people permission. It shows the excuse was never as strong as they thought. Hollywood loves to preach. Fitness is one of the few sermons that is real. Get healthier and everything else in your life gets a better shot. He did it. More people should.

Paul A. Szypula 🇺🇸

23,718 次观看 • 6 天前

The world just paid $2 trillion for a rocket company that lost $4.9 billion last year. And the rockets are not why it lost the money. They are the only part making any. SpaceX went public Friday, the largest IPO in history. Up 19%, a $2 trillion valuation, Elon Musk the first trillionaire. Then you open the filing. Three businesses sit inside it. Starlink, the satellites, brought in $11.4 billion, 61% of all revenue, and $4.4 billion in profit. It is the only piece that earns a dollar. The rockets that land themselves run a small loss reinvesting in Starship. And the AI arm, Grok plus the app once called Twitter, folded in this February, lost $6.4 billion in a single year on $12.7 billion of spending. Read that again. The satellites pay for everything. The AI loses more than the satellites make. And the AI is the part the market fell in love with. It gets bolder. The prospectus claims a total market of $28.5 trillion, the largest any company has ever put in a filing. Larger than the GDP of the United States. That is the number underwriting a $2 trillion price tag built on a division bleeding $6 billion a year. Now the structure. About 4% of the company trades. That sliver sets the price for all of it. Musk is locked up for 366 days and holds roughly 80% of the votes. The public bought a company they cannot steer, priced on the one segment losing the most. This is the whole year in one ticker. The profit is satellites. The story is AI. The market bought the story. The rockets were never the risk. The risk is a $2 trillion price resting on the one bet that has yet to make a cent.

The world just paid $2 trillion for a rocket company that lost $4.9 billion last year. And the rockets are not why it lost the money. They are the only part making any. SpaceX went public Friday, the largest IPO in history. Up 19%, a $2 trillion valuation, Elon Musk the first trillionaire. Then you open the filing. Three businesses sit inside it. Starlink, the satellites, brought in $11.4 billion, 61% of all revenue, and $4.4 billion in profit. It is the only piece that earns a dollar. The rockets that land themselves run a small loss reinvesting in Starship. And the AI arm, Grok plus the app once called Twitter, folded in this February, lost $6.4 billion in a single year on $12.7 billion of spending. Read that again. The satellites pay for everything. The AI loses more than the satellites make. And the AI is the part the market fell in love with. It gets bolder. The prospectus claims a total market of $28.5 trillion, the largest any company has ever put in a filing. Larger than the GDP of the United States. That is the number underwriting a $2 trillion price tag built on a division bleeding $6 billion a year. Now the structure. About 4% of the company trades. That sliver sets the price for all of it. Musk is locked up for 366 days and holds roughly 80% of the votes. The public bought a company they cannot steer, priced on the one segment losing the most. This is the whole year in one ticker. The profit is satellites. The story is AI. The market bought the story. The rockets were never the risk. The risk is a $2 trillion price resting on the one bet that has yet to make a cent.

Shanaka Anslem Perera ⚡

722,020 次观看 • 2 个月前

Here is a drill to help you learn what it feels like to use the ground and start to sequence effectively. Notice how the club is setup in the video between my feet. Get to your back swing and jump favoring your lead foot left and laterally like I am. With that feeling step in and hit one. Not where you are pushing off from when you swing and try and get that into a feeling that makes sense to you. This is how power is created in the golf swing. This is also where physical limitations can show up.

Here is a drill to help you learn what it feels like to use the ground and start to sequence effectively. Notice how the club is setup in the video between my feet. Get to your back swing and jump favoring your lead foot left and laterally like I am. With that feeling step in and hit one. Not where you are pushing off from when you swing and try and get that into a feeling that makes sense to you. This is how power is created in the golf swing. This is also where physical limitations can show up.

Drake Smith

30,876 次观看 • 3 个月前

On your open perpetual position can become an NFT and live in your wallet. You open a position like normal than mint it. The program issues a token 2022 nft, that points to your exact position. Normally your open position lives inside the protocol. With Percolator Trade your able to wrap it into an NFT that sits in your own wallet. A real, ownable object instead of a line in a dashboard. Because it’s a token, it moves like one. Send the NFT to another wallet and the position goes with it. Whoever holds the NFT owns the trade. One NFT = one position If you burn it, your back to holding the position directly. That’s the composable part, a position use to be stuck inside one account. Because it’s a token, it can now be sold OTC or used by anything that speaks tokens. Why does it matter? Because the position is bound to the NFT, it can’t be drained out from under whoever holds it so there is no middleman that holds your position. The NFT does, and the NFT is yours. One important safety detail; transfers run through a token 2022 hook that checks the positions health first, so it can’t be handed off in a broken state & the NFT layer is a separate program so it can never touch the funds the core engine holds.

On your open perpetual position can become an NFT and live in your wallet. You open a position like normal than mint it. The program issues a token 2022 nft, that points to your exact position. Normally your open position lives inside the protocol. With Percolator Trade your able to wrap it into an NFT that sits in your own wallet. A real, ownable object instead of a line in a dashboard. Because it’s a token, it moves like one. Send the NFT to another wallet and the position goes with it. Whoever holds the NFT owns the trade. One NFT = one position If you burn it, your back to holding the position directly. That’s the composable part, a position use to be stuck inside one account. Because it’s a token, it can now be sold OTC or used by anything that speaks tokens. Why does it matter? Because the position is bound to the NFT, it can’t be drained out from under whoever holds it so there is no middleman that holds your position. The NFT does, and the NFT is yours. One important safety detail; transfers run through a token 2022 hook that checks the positions health first, so it can’t be handed off in a broken state & the NFT layer is a separate program so it can never touch the funds the core engine holds.

Percolator

12,359 次观看 • 2 个月前

Jeff Bezos just told you exactly how to price AI. Nobody listened. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Three words that reprice the entire technology sector. The iPhone was a vertical. One product. One new market. Electricity was a horizontal. One substrate that rewired every market on Earth. Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid. Right now, thousands of companies are trying to sell AI as a product. A feature. A tool. A subscription tier. Every single one of them will be priced to zero. You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it. For a century, entire industries survived on one thing. Complexity. The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete. A horizontal layer does not navigate the maze. It dissolves the walls. Electricity did not compete with the candle industry. It erased the need for one. The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds. Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay. The internet repriced distribution. AI is repricing cognition itself. When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates. This is not a disruption. Disruptions replace products. This replaces the ground you are standing on.

Jeff Bezos just told you exactly how to price AI. Nobody listened. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Three words that reprice the entire technology sector. The iPhone was a vertical. One product. One new market. Electricity was a horizontal. One substrate that rewired every market on Earth. Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid. Right now, thousands of companies are trying to sell AI as a product. A feature. A tool. A subscription tier. Every single one of them will be priced to zero. You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it. For a century, entire industries survived on one thing. Complexity. The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete. A horizontal layer does not navigate the maze. It dissolves the walls. Electricity did not compete with the candle industry. It erased the need for one. The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds. Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay. The internet repriced distribution. AI is repricing cognition itself. When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates. This is not a disruption. Disruptions replace products. This replaces the ground you are standing on.

Dustin

541,979 次观看 • 4 个月前

They started with 50. Now they say they’re 18,000 In 1996 there were fewer than 50 of them. Today, according to the organizers, up to 18,000 walked through Copenhagen. From Dronning Louises Bro to the Imam Ali Mosque. Look at the curve. This is how it happens. First a handful. Then a few hundred. Then it fills a bridge, a district, a capital. A little at a time, until it is no longer a little. And let me be fair, because fairness is the point. There is nothing strange about them holding this mourning procession. They have done it as part of their faith for more than a thousand years. It is theirs, and they believe in it. There is nothing strange about that at all. What should stop us is the other half. There is nothing strange about Europe allowing it either, and that is exactly the problem. Europe allows it because Europe has forgotten who it is. A people that remembers what it stands for does not need to ban anything, it simply knows where its own line runs. We have lost that. And so the issue was never them. The issue is us. Now look at what actually moved through the streets. Men in front. Women in the second row. That is not a detail, that is the whole point. It is a view of women set into a system and marched out into the public square, in a city where generations fought for women and men to stand as equals. The real question is not whether people may believe what they want. They may. The question is why our capital should cultivate a political law-religion that commemorates a 7th-century power struggle by dividing people by sex on Nørrebrogade. One of the organizers is the Imam Ali Mosque, repeatedly described as the Iranian regime’s extended arm in Denmark. The same regime that hangs women and young men from cranes. We are not importing culture. We are importing a system. And we let it grow, not because they are strong, but because we forgot why we were. First a little. Then a lot. Then too late.

They started with 50. Now they say they’re 18,000 In 1996 there were fewer than 50 of them. Today, according to the organizers, up to 18,000 walked through Copenhagen. From Dronning Louises Bro to the Imam Ali Mosque. Look at the curve. This is how it happens. First a handful. Then a few hundred. Then it fills a bridge, a district, a capital. A little at a time, until it is no longer a little. And let me be fair, because fairness is the point. There is nothing strange about them holding this mourning procession. They have done it as part of their faith for more than a thousand years. It is theirs, and they believe in it. There is nothing strange about that at all. What should stop us is the other half. There is nothing strange about Europe allowing it either, and that is exactly the problem. Europe allows it because Europe has forgotten who it is. A people that remembers what it stands for does not need to ban anything, it simply knows where its own line runs. We have lost that. And so the issue was never them. The issue is us. Now look at what actually moved through the streets. Men in front. Women in the second row. That is not a detail, that is the whole point. It is a view of women set into a system and marched out into the public square, in a city where generations fought for women and men to stand as equals. The real question is not whether people may believe what they want. They may. The question is why our capital should cultivate a political law-religion that commemorates a 7th-century power struggle by dividing people by sex on Nørrebrogade. One of the organizers is the Imam Ali Mosque, repeatedly described as the Iranian regime’s extended arm in Denmark. The same regime that hangs women and young men from cranes. We are not importing culture. We are importing a system. And we let it grow, not because they are strong, but because we forgot why we were. First a little. Then a lot. Then too late.

Krisztina Maria

38,814 次观看 • 2 个月前

"Courage is not knowing where the finish line is and going as hard as you can." Championship teams don’t succeed because they know the outcome; they succeed because they play every play, take every step, and make every choice as if it’s the one that matters most.

"Courage is not knowing where the finish line is and going as hard as you can." Championship teams don’t succeed because they know the outcome; they succeed because they play every play, take every step, and make every choice as if it’s the one that matters most.

The Winning Difference

52,544 次观看 • 1 年前