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Wood Shelf for Kitchen (Spice Rack) | Dining Table Organizer (Kitchen Cutlery) | Fruit Basket இந்த வீடியோவில் மூன்று product இருக்கு. உங்க வீட்டில் இதை தேவைக்கேற்ப பயன்படுத்திக்கலாம் . Product 1 : Wooden Storage Organizer Functional Free-standing Desktop Rack:- This wooden storage shelf can be used not only as a spice rack...

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அறிவோம்கடை

23,866 просмотров • 11 месяцев назад

Honkai: Star Rail is arriving soon on PlayStation®5! The PS5 edition has officially launched and the new character Jingliu has come with it! Follow us and quote this post with your HoYoverse Account ID for a chance to win a custom-made PS5 and other bountiful rewards! *Please make sure that your post and account are set to "Public" Include a screenshot of the Star Rail "Station" (Note: Herta Space Station) in your quote for a second reward-draw opportunity! Join Now: #HonkaiStarRail #StarRailPS5 #JingliuOnPS5 Event Period: 10/11 - 10/24 23:59 (UTC+8) Attention: 1. The list of winners will be announced in this post's comment section within 30 working days after the end of the event. 2. Only a max of 2 draws can be gained, and you cannot gain repeated rewards 3. Event prizes will be issued 90 working days after the announcement. If the above physical prizes cannot be issued for reasons of storage, shipping, force majeure, or uncontrollable factors, the organizer reserves the right to replace them with other physical prizes of equivalent value. 4. Instructions for the usage and precautions of the Honkai: Star Rail-themed PS5 will be provided separately to the players who win it. 5. Winners shall pay taxes at the request of the individual income tax policies of their country or region of residence. Please refer to the laws, regulations, and tax policies of your country or region. 6. Matters not covered in the rules of this event are still subject to the Honkai: Star Rail product Terms of Service and Privacy Policy as agreed to by the Trailblazers. ※ These rewards are split across all our social media accounts for all languages.
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Honkai: Star Rail

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Just pulled up Olipop's landing page after seeing their ads everywhere lately and I need to break this down because this is one of the cleaner DTC pages I've seen in a while. Here's what's actually happening when you land on this page and why it converts cold Facebook traffic better than 90% of ecom brands right now: 1) The first 3 seconds Before you read a single word, there's a video of the product being poured, fizzing, bubbling and condensation on the can with no voiceover or text overlay. Your brain processes that faster than any headline ever could. You can almost hear the fizz. That's intentional. They're triggering a sensory response before your logical brain even wakes up. Then the headline hits. "A New Kind of Soda." Now that's a category repositioning. They're not saying "healthy soda" or "better soda." They're saying the entire category you grew up with needs a new version and this is it. Sub-headline says high fiber, less sugar. Targets exactly the person who clicked the health-focused ad on Instagram. Message match is perfect. The person who clicked the ad lands here and immediately feels like the page was made for them. 2) The product carousel Most brands mess this up by showing you the product and making you go through three more pages to add it to your cart. Olipop lets you hover over any flavor and an "Add 12 Pack" button appears right there. One click. Done. You never leave the homepage. That little micro-interaction is doing serious conversion work because every extra click you require is a percentage of buyers you lose. They basically short-circuited the whole buying process and most people don't even notice it's happening. Star ratings under every flavor. Smart. You're not waiting until the reviews section at the bottom to see social proof. It's right there next to the product at the exact moment you're deciding what to buy. Then there's the "Limited" and "Out of Stock" tags on certain flavors. This is a psychological move that a lot of brands either don't use or use badly. When you see Shirley Temple is sold out your brain immediately thinks this must be good enough that people are actually buying it. And now you're looking at everything else thinking you better grab it before it's gone too. 3) The retention play At this point you haven't bought yet and they already know some people won't on the first visit. So right here they drop the rewards program section. Trade your email for perks and points. They're not letting you leave empty handed. Either you buy today or you give them your email so they can bring you back. Both outcomes work for them. Then comes the subscription nudge. 15% off. Free shipping. Cancel anytime. Three objections handled in one sentence. 1. Too expensive? 15% off. 2. Annoying to reorder? Free shipping straight to your door. 3. Scared of being locked in? Cancel whenever you want. That's a complete objection removal stack built into what looks like a simple banner. The people who weren't ready to buy a 12-pack today are looking at that and doing the math. 4) The press section Bloomberg. Forbes. BuzzFeed. Mindbody. This section exists for one reason. You clicked an ad from a brand you'd maybe seen once or twice before. You don't fully trust them yet. These logos close that gap in about half a second. It's institutional validation. You don't need to read the articles. Just seeing the logos tells your brain people with real credibility have looked at this and thought it was worth covering. Background behind this section is a high-res macro shot of condensation on the can. Cold. Refreshing. Premium. Even the section design is doing sensory work. 5) The overall lesson What Olipop figured out is that a landing page for Facebook traffic has one job. Close the trust gap between the ad and the purchase as fast as possible without losing the energy the ad created. Every section of this page does exactly that. Sensory hook gets you in. Category positioning tells you what it is. Carousel with inline add to cart removes friction. Social proof and scarcity show demand. Subscription offer removes price and convenience objections. Press section provides institutional trust. By the time you hit the footer you either already bought or you gave them your email. That's not a landing page. That's a conversion machine. If your page isn't doing all of this right now, that's where your revenue is leaking. Not in the ads. In what happens after the click. DM me ‘FUNNEL’ and I'll show you exactly how to build something like this for your brand.
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Just pulled up Olipop's landing page after seeing their ads everywhere lately and I need to break this down because this is one of the cleaner DTC pages I've seen in a while. Here's what's actually happening when you land on this page and why it converts cold Facebook traffic better than 90% of ecom brands right now: 1) The first 3 seconds Before you read a single word, there's a video of the product being poured, fizzing, bubbling and condensation on the can with no voiceover or text overlay. Your brain processes that faster than any headline ever could. You can almost hear the fizz. That's intentional. They're triggering a sensory response before your logical brain even wakes up. Then the headline hits. "A New Kind of Soda." Now that's a category repositioning. They're not saying "healthy soda" or "better soda." They're saying the entire category you grew up with needs a new version and this is it. Sub-headline says high fiber, less sugar. Targets exactly the person who clicked the health-focused ad on Instagram. Message match is perfect. The person who clicked the ad lands here and immediately feels like the page was made for them. 2) The product carousel Most brands mess this up by showing you the product and making you go through three more pages to add it to your cart. Olipop lets you hover over any flavor and an "Add 12 Pack" button appears right there. One click. Done. You never leave the homepage. That little micro-interaction is doing serious conversion work because every extra click you require is a percentage of buyers you lose. They basically short-circuited the whole buying process and most people don't even notice it's happening. Star ratings under every flavor. Smart. You're not waiting until the reviews section at the bottom to see social proof. It's right there next to the product at the exact moment you're deciding what to buy. Then there's the "Limited" and "Out of Stock" tags on certain flavors. This is a psychological move that a lot of brands either don't use or use badly. When you see Shirley Temple is sold out your brain immediately thinks this must be good enough that people are actually buying it. And now you're looking at everything else thinking you better grab it before it's gone too. 3) The retention play At this point you haven't bought yet and they already know some people won't on the first visit. So right here they drop the rewards program section. Trade your email for perks and points. They're not letting you leave empty handed. Either you buy today or you give them your email so they can bring you back. Both outcomes work for them. Then comes the subscription nudge. 15% off. Free shipping. Cancel anytime. Three objections handled in one sentence. 1. Too expensive? 15% off. 2. Annoying to reorder? Free shipping straight to your door. 3. Scared of being locked in? Cancel whenever you want. That's a complete objection removal stack built into what looks like a simple banner. The people who weren't ready to buy a 12-pack today are looking at that and doing the math. 4) The press section Bloomberg. Forbes. BuzzFeed. Mindbody. This section exists for one reason. You clicked an ad from a brand you'd maybe seen once or twice before. You don't fully trust them yet. These logos close that gap in about half a second. It's institutional validation. You don't need to read the articles. Just seeing the logos tells your brain people with real credibility have looked at this and thought it was worth covering. Background behind this section is a high-res macro shot of condensation on the can. Cold. Refreshing. Premium. Even the section design is doing sensory work. 5) The overall lesson What Olipop figured out is that a landing page for Facebook traffic has one job. Close the trust gap between the ad and the purchase as fast as possible without losing the energy the ad created. Every section of this page does exactly that. Sensory hook gets you in. Category positioning tells you what it is. Carousel with inline add to cart removes friction. Social proof and scarcity show demand. Subscription offer removes price and convenience objections. Press section provides institutional trust. By the time you hit the footer you either already bought or you gave them your email. That's not a landing page. That's a conversion machine. If your page isn't doing all of this right now, that's where your revenue is leaking. Not in the ads. In what happens after the click. DM me ‘FUNNEL’ and I'll show you exactly how to build something like this for your brand.

Nick Theriot

26,389 просмотров • 5 месяцев назад

TOPIC # 46 DEVELOP REAL ECOSYSTEM DURING 2ND STAGE Dear Global Pioneers, Happy Saturday! Today, I recorded a ten-minute video for you. However, I understand that many of the pioneers may not understand English. So, I am writing this article to help you understand my message. ✅Summary of the 1st Currency stage work from the pioneers' community: According to the white paper, Pi will be a global currency, designed not as an asset or a traditional investment, but as a currency. Therefore, we, as the pioneers' community, need to help Pi complete its mission. The core team can only take care of the infrastructure work; the rest depends on us. This is why it's important for pioneers to understand that we have our task. Our task is not just to complete KYC and migration; it's to develop Pi as a currency. The characteristics of currency include durability, portability, divisibility, uniformity, limited supply, and acceptability. Currency has five major functions: scale of value, means of circulation, means of storage, means of payment, a world settlement currency. Over the past two and a half years, our focus has been on establishing the first currency function as " scale of value" and generating at least one million GCV $314,159 data. We have received support from pioneers representing at least 120 countries. We believe there is no alternative to GCV in terms of pricing. CT’s announcement on Pi2Day indicates that we are on right track and at the forefront of OM. As a result, GCV $314,159 is aligned with Pi Network's mission and vision. I’ve noticed that many pioneers are questioning CT about the delay in KYC and migration procedures over the past two and a half years. My response is that they were awaiting GCV from pioneers. Without this support, our goal of establishing a currency would not be achievable. However, despite the recent Global GCV movement, we have not seen significant involvement from merchants in the exchange of GCV. Most of the data has been generated by pioneers. This is crucial during the initial stages for "value scale." from our pioneers. We have submitted petitions to CT three times for OM on Pi2Day. This is because most community leaders and pioneers are facing resource shortages, and the first function of "value scale" has been successful. If CT can announce the GCV price and OM on Pi2Day , the entire ecosystem will operates on the same pricing system for development. We believe this strategy can also work well. However, CT has announced that OM will be at the earliest by the end of this year. From my perspective, the goal is to reach 15 million KYC and 10 migration Pi wallets, and more importantly, to ensure that the ecosystem has developed to meet the maturity level outlined in the 2019 white paper, or at least has a prototype of the ecosystem. This approach may eliminate the need to announce the Pi price once the entire ecosystem has been accepted. This conservative approach aims to prevent pioneers from converting Pi to FIAT after OM. Instead, the ecosystem will offer utilities for pioneers to use. This will result in a more stable and secure Pi currency. ✅Since CT has decided to OM until the year end or later, there will be at least five months for ecosystem development. Hence, the question now is what pioneers can do during Currency 2nd Stage? Pioneers always have the task of completing their KYC and migration on time, and they are encouraged to become validators if they wish. In addition to the above, pioneers have another important task, which CT cannot directly ask us to do, but it's something we need to do for ourselves. This task is to join the ecosystem with GCV price. As we have discussed, since we want Pi as a currency, it must circulate in our community. Therefore, we need merchants and service providers to offer products or services. However, we cannot force them to do so. If we enforce full Pi payments, they will avoid participating. Currently, we are seeing some full Pi payments in our online ecosystem at different prices, but almost all are very low, less than $1 or less than $0.1. We believe this price is not suitable for Pi's long-term vision and mission. That's why we choose to only support GCV. ✅So the next question is: How can we motivate merchants and service providers to join our ecosystem so that we can OM with GCV $314,159? My suggestion is to allow partial Pi and partial FIAT. They can use 50%, 60%, 70%, 80%, or even 90% FIAT. As long as the FIAT value is lower than the market price, it will benefit pioneers. When more merchants join, they will compete with each other to lower the FIAT ratio. This concept aims to create a real business environment, not a charity environment. We should not depend on leaders, pioneers, or merchants to donate. Instead, we need to create a mechanism to let them compete, which will benefit them and motivate more merchants to join. What about pioneers? If given two options, which one would you choose? a. Only small items worth $1 available for full Pi payment, with no higher value products available and still needing to spend FIAT from the outside market. b. Buy products inside our community at a 50%, 60%, 70%, 80%, 90% FIAT ratio, lower than the outside market price, and including larger items like cell phones, TVs, appliances, jewelry, furniture, clothing, shoes, etc. without limitation. You will save at least 20%-30% on your daily or luxury purchases. I believe you would want option b, as you would save a significant amount of money during the five months. Most importantly, you would be very happy because you understand that what you do will make GCV $314,159 a reality without any doubt. Do you want to live with uncertainty or certainty? Joining this kind of barter system will bring you happiness with certainty. This is what I call the creation of Pi circulation, which is our second stage. After OM, we will enter the third, fourth, and fifth stages, which are the storage, payment, and international settlement currency stages. Since GCV $314,159 on the right track to OM, we need to make GCV more widely accepted and widely used to create circulation. In this way, we will make GCV OM foundation very strong and this will help the ecosystem after OM to reduce any risk that pioneers all go to exchange market to dump. Pi represents not only the future of our pioneers but also the future of the world. Let us come together as a strong, unified family and community. However, beyond this unity, it is imperative to establish a robust business ecosystem and a supportive development environment to encourage and incentivize the participation of more ecosystem members towards our long-term objectives. This will have a positive impact on our local economy and facilitate garnering support from various national governments for the Pi Network. It is crucial for the ecosystem to adhere to FIAT tax obligations to respective country governments, even during the mainnet enclosure. Therefore, partial FIAT payments are essential to enable compliance. Without such a practice, merchants would struggle to sustain themselves and would not have the necessary FIAT currency for tax payments. Doris Yin 🪷🪷🪷 Disclaimer: The above is only my personal analysis and does not represent CT or any business, and is only for community education. Any merchants or pioneers should use their own evaluation to see if it is suitable for them.
4:56

TOPIC # 46 DEVELOP REAL ECOSYSTEM DURING 2ND STAGE Dear Global Pioneers, Happy Saturday! Today, I recorded a ten-minute video for you. However, I understand that many of the pioneers may not understand English. So, I am writing this article to help you understand my message. ✅Summary of the 1st Currency stage work from the pioneers' community: According to the white paper, Pi will be a global currency, designed not as an asset or a traditional investment, but as a currency. Therefore, we, as the pioneers' community, need to help Pi complete its mission. The core team can only take care of the infrastructure work; the rest depends on us. This is why it's important for pioneers to understand that we have our task. Our task is not just to complete KYC and migration; it's to develop Pi as a currency. The characteristics of currency include durability, portability, divisibility, uniformity, limited supply, and acceptability. Currency has five major functions: scale of value, means of circulation, means of storage, means of payment, a world settlement currency. Over the past two and a half years, our focus has been on establishing the first currency function as " scale of value" and generating at least one million GCV $314,159 data. We have received support from pioneers representing at least 120 countries. We believe there is no alternative to GCV in terms of pricing. CT’s announcement on Pi2Day indicates that we are on right track and at the forefront of OM. As a result, GCV $314,159 is aligned with Pi Network's mission and vision. I’ve noticed that many pioneers are questioning CT about the delay in KYC and migration procedures over the past two and a half years. My response is that they were awaiting GCV from pioneers. Without this support, our goal of establishing a currency would not be achievable. However, despite the recent Global GCV movement, we have not seen significant involvement from merchants in the exchange of GCV. Most of the data has been generated by pioneers. This is crucial during the initial stages for "value scale." from our pioneers. We have submitted petitions to CT three times for OM on Pi2Day. This is because most community leaders and pioneers are facing resource shortages, and the first function of "value scale" has been successful. If CT can announce the GCV price and OM on Pi2Day , the entire ecosystem will operates on the same pricing system for development. We believe this strategy can also work well. However, CT has announced that OM will be at the earliest by the end of this year. From my perspective, the goal is to reach 15 million KYC and 10 migration Pi wallets, and more importantly, to ensure that the ecosystem has developed to meet the maturity level outlined in the 2019 white paper, or at least has a prototype of the ecosystem. This approach may eliminate the need to announce the Pi price once the entire ecosystem has been accepted. This conservative approach aims to prevent pioneers from converting Pi to FIAT after OM. Instead, the ecosystem will offer utilities for pioneers to use. This will result in a more stable and secure Pi currency. ✅Since CT has decided to OM until the year end or later, there will be at least five months for ecosystem development. Hence, the question now is what pioneers can do during Currency 2nd Stage? Pioneers always have the task of completing their KYC and migration on time, and they are encouraged to become validators if they wish. In addition to the above, pioneers have another important task, which CT cannot directly ask us to do, but it's something we need to do for ourselves. This task is to join the ecosystem with GCV price. As we have discussed, since we want Pi as a currency, it must circulate in our community. Therefore, we need merchants and service providers to offer products or services. However, we cannot force them to do so. If we enforce full Pi payments, they will avoid participating. Currently, we are seeing some full Pi payments in our online ecosystem at different prices, but almost all are very low, less than $1 or less than $0.1. We believe this price is not suitable for Pi's long-term vision and mission. That's why we choose to only support GCV. ✅So the next question is: How can we motivate merchants and service providers to join our ecosystem so that we can OM with GCV $314,159? My suggestion is to allow partial Pi and partial FIAT. They can use 50%, 60%, 70%, 80%, or even 90% FIAT. As long as the FIAT value is lower than the market price, it will benefit pioneers. When more merchants join, they will compete with each other to lower the FIAT ratio. This concept aims to create a real business environment, not a charity environment. We should not depend on leaders, pioneers, or merchants to donate. Instead, we need to create a mechanism to let them compete, which will benefit them and motivate more merchants to join. What about pioneers? If given two options, which one would you choose? a. Only small items worth $1 available for full Pi payment, with no higher value products available and still needing to spend FIAT from the outside market. b. Buy products inside our community at a 50%, 60%, 70%, 80%, 90% FIAT ratio, lower than the outside market price, and including larger items like cell phones, TVs, appliances, jewelry, furniture, clothing, shoes, etc. without limitation. You will save at least 20%-30% on your daily or luxury purchases. I believe you would want option b, as you would save a significant amount of money during the five months. Most importantly, you would be very happy because you understand that what you do will make GCV $314,159 a reality without any doubt. Do you want to live with uncertainty or certainty? Joining this kind of barter system will bring you happiness with certainty. This is what I call the creation of Pi circulation, which is our second stage. After OM, we will enter the third, fourth, and fifth stages, which are the storage, payment, and international settlement currency stages. Since GCV $314,159 on the right track to OM, we need to make GCV more widely accepted and widely used to create circulation. In this way, we will make GCV OM foundation very strong and this will help the ecosystem after OM to reduce any risk that pioneers all go to exchange market to dump. Pi represents not only the future of our pioneers but also the future of the world. Let us come together as a strong, unified family and community. However, beyond this unity, it is imperative to establish a robust business ecosystem and a supportive development environment to encourage and incentivize the participation of more ecosystem members towards our long-term objectives. This will have a positive impact on our local economy and facilitate garnering support from various national governments for the Pi Network. It is crucial for the ecosystem to adhere to FIAT tax obligations to respective country governments, even during the mainnet enclosure. Therefore, partial FIAT payments are essential to enable compliance. Without such a practice, merchants would struggle to sustain themselves and would not have the necessary FIAT currency for tax payments. Doris Yin 🪷🪷🪷 Disclaimer: The above is only my personal analysis and does not represent CT or any business, and is only for community education. Any merchants or pioneers should use their own evaluation to see if it is suitable for them.

Doris Yin 东方紫莲🪷

35,873 просмотров • 2 лет назад

TOPIC #107: PI NETWORK IS A STABLE COIN? -WHO DECIDES PI FULLY OM FIXED VALUE? Dear GCV army, I hope you are all doing great! First of all, I would like to express my sincere gratitude for all your hard work. Many of you have achieved significant milestones, and it’s evident that you are making a great difference. Our influence has grown significantly, with an increasing number of social media posts and YouTubers publicly supporting us. I can see that more and more people are beginning to understand why we advocate for GCV. Today's meeting aims to alleviate any doubts you may have, allowing you to relax and feel confident as we embark on our historic journey together. I will answer the questions I’ve received and address some important issues we need to focus on to maintain our community's efficiency, particularly regarding our Generals, which will be the topic next weekend. I put the questions I received here. "A question addressed to Ms. Doris Yin in the emergency meeting 1– In light of the rapidly changing global circumstances and the increasing discussion about stablecoins backed by U.S. Treasury bonds, how do you see the future role of the Pi Network in this context? And what practical steps should the GCV army take now to accelerate this path? 2_ There are those who promote the idea that the price of Pi is what appears in the market (currently around $0.49) and compare it to the price of GCV within the ecosystem (314,159 Pi = 1 good or service). They say if Pi’s price rises to $2, it means that the value within The ecosystem is approximately 2 million dollars. With sincere appreciation and discipline." This is from the Arab head of GCV Ambassador Mr. Mohammed. Another question: "Hello, my Global Ambassador, I am Ateba Joseph, Ecological Ambassador in Cameroon And a member of the GCV army, I am delighted to exchange with you. Regarding the meeting with the GCV army on Sunday, July 27, 2025.. Here is my concern: A few days ago, a correspondence indicated that Pi is not or is not yet a stable coin. Upon reading this information, we have provided many explanations to help the pioneers understand this. I hope you will focus more on this statement to further strengthen our understanding of the subject. Thank you for taking my concerns into consideration" Thank you for the above questions; my answers are below. The first question concerns stablecoins. Many pioneers are hoping that Pi can be recognized by the U.S. government as a stablecoin. I wrote an article on this in May. On July 18, 2025, President Trump signed the Guiding and Establishing National Innovation for US Stablecoins Act (the GENIUS Act) into law. This legislation establishes a regulatory framework for payment stablecoins and marks the first federal legislation on digital assets enacted since President Trump issued an executive order aimed at making the U.S. the “crypto capital of the world.” U.S.-issued stablecoins are expected to become the primary means of dollar transactions globally, especially in emerging markets with unstable local currencies. The sponsors of the GENIUS Act estimate that by 2030, stablecoin issuers may collectively become the largest holders of U.S. Treasuries, surpassing foreign central banks. From this, we can see that U.S. stablecoins must maintain reserves backing outstanding payment stablecoins on a one-to-one basis, consisting only of specified assets, including U.S. dollars and short-term Treasury securities. It is clear that the Pi Network will not take this path, as it is not part of our plan. A stablecoin is essentially a digital representation of the U.S. dollar. All stablecoin issuers do not create a new currency; rather, it’s akin to purchasing chips at a casino – you must use U.S. dollars to buy those chips. However, Pi is a completely new currency. It does not need to be backed up by U.S. dollars or U.S. Treasuries to be used. If that were the case, we wouldn’t need to establish an ecosystem or have a three-year enclosed mainnet. I previously mentioned the possibility of Pi being an algorithmic stablecoin since only algorithmic stablecoins do not need to be backed by U.S. dollars. However, algorithmic stablecoins have faced significant failures in the past. The collapse of the Terra (LUNA) cryptocurrency resulted in a loss of at least $40 billion in market capitalization, with estimates reaching as high as $60 billion. TerraUSD (UST), an algorithmic stablecoin, lost its peg to the U.S. dollar, contributing to its overall collapse. The new stablecoin legislation recently passed through the Senate effectively ties the U.S. Treasury to crypto, as it essentially bets the government’s cash flow on digital tokens and market speculation. This legislation requires stablecoins to be backed by short-term Treasury bills, generating an estimated $2–$3 trillion in new demand for government debt, which is nearly half the current size of the T-bill market. On paper, this looks beneficial, but in reality, it creates a circular feedback loop: crypto demand fuels stablecoins, stablecoins buy T-bills, and T-bills fund government deficits. The government becomes reliant on speculative capital flows. Thus, we should understand why the U.S. government will not support the Pi Network as a stablecoin, as they require stablecoin issuers to buy T-bills and can no longer trust algorithmic stablecoins. So, what is the future of the Pi Network as a currency? From my perspective, Pi is already listed on exchange markets. It cannot be classified as a security because it is mined freely and is not an ICO. Instead, it should be categorized as a commodity, similar to Bitcoin and ETH. When a currency is listed for trading on an exchange, its price is determined by the balance of supply and demand. However, Pi is a currency in its own right; it has inherent value from Pi holders -Pioneers. Historically, currency has served as a medium of exchange. A medium of exchange is a widely accepted item for buying goods and services in an economy. It facilitates transactions by eliminating the need for a barter system, where goods are directly exchanged for other goods. In modern economies, money (such as currency) serves as the primary medium of exchange. **Functions of Money:** One of the core functions of money is to serve as a medium of exchange, enabling the smooth transfer of value between buyers and sellers, thereby simplifying trade and economic activity. **Examples:** In modern economies, this typically includes currency (paper money, coins) or digital money. In specific historical contexts, other items, such as cigarettes in prisoner-of-war camps, have also served as mediums of exchange. **Importance of Acceptance:** For a medium of exchange to function effectively, it must be widely accepted and trusted within the relevant community. **Not the Same as a Payment Method:** While credit cards and checks are used for payments, they do not serve as mediums of exchange themselves. Therefore, stablecoin is not a new currency. It is more likely to have a credit card or check character. It is a USD digital status. From the analysis presented, we can draw the following conclusions: The current price of Pi on the exchange market primarily serves as a temporary measure to facilitate broad expansion. While this is not our primary objective, it constitutes a strategic approach towards achieving our mission. To gain a clearer perspective, we must adopt a higher-level view of the overall vision for the Pi Network. The mission and vision of Pi Network clearly articulate that it is not intended to function as a commodity for sale, nor is it meant to be an investment vehicle or a speculative security. Instead, it is crucial to recognize that Pi is designed to be a medium of exchange—a new form of currency. As pioneers in this venture, we have the unique opportunity to acquire Pi through free mining. However, it is important to note that the current mining rate is relatively slow. To overcome this limitation and to further our goal of mass adoption, it is essential for more individuals to join the Pi Network and participate in holding Pi. One efficient way to accelerate this process is by allowing Pi to be traded on the exchange market, which can result in rapid and widespread adoption. Since Pi can be mined for free, a lower price could make it more accessible to a larger number of people. It's important to focus on our primary goal during this pre-full Open Mainnet (OM) phase: mass adoption, rather than aiming for high prices, which many pioneers expected. Some pioneers want to sell when the price increases, but if too many sell, it could undermine our goal of achieving mass adoption. This scenario is reminiscent of historical instances when shells served as currency—readily accessible from the sea or buy from the village market. For shells to function effectively as currency, a collective effort was needed to hold and circulate them within the village. If only a select few individuals possess the shells, the currency lacks the necessary circulation to sustain an economy. Hence, our goal should not be centered on achieving a high price; instead, we should strive to make Pi more affordable so that a greater number of individuals can acquire and hold it, thereby fostering a thriving economic ecosystem. Of course, the rising price will build up merchants' confidence to accept it as payment. This is why we refer to it as a buyback campaign, which aims to achieve mass adoption and foster ecosystem confidence. As Pi evolves into a currency, the question of its value becomes pertinent. Given that it is a new currency, its value is not immediately clear. This presents an opportunity for us, the pioneers, to play a crucial role in defining it. The determination of Pi's value is not the responsibility of a central authority such as CT, the government, or the exchange. Instead, it will emerge from a decentralized consensus within the community, which collectively owns Pi. This concept is akin to ancient times when the value of shells was not determined by the sellers. Rather, the value was derived from the collective agreement of the village that utilized them as currency. I hope this elaboration clarifies the distinction between value and price, enabling a deeper understanding of the foundational principles that drive our mission with Pi Network. Pi represents a groundbreaking innovation—a revolution that is poised for long-term economic development on a global scale, rather than perpetuating cycles of plunder and exploitation. By harnessing the power of blockchain technology, Pi empowers ordinary individuals, which creates an inherent conflict of interest with the U.S. government in the short term. Should the U.S. government endorse the Pi Network, it raises questions about the viability of U.S. treasuries and who would ultimately purchase them. Consequently, the government may prioritize support for stablecoins backed by the U.S. dollar and U.S. Treasury securities, as this can help alleviate the U.S. government's issues with limited demand. However, I previously mentioned the potential for Pi to emerge as an algorithmic stablecoin. At that time, the Genius Bill had not yet been enacted. If the Pi Network gains acceptance from the U.S. government, its growth could become rapid and expansive, leading to widespread adoption in other nations. This path would position Pi as a legitimate currency in nearly every country, contingent upon certain conditions. For instance, if the price of Pi in the exchange market can align with the GCV, this could be achieved through a buyback mechanism involving 10 million pioneers. Such a scenario would indicate that Pi differs significantly from past algorithmic stablecoin failures, presenting a compelling case for the U.S. government to view Pi as a low-risk asset. However, it presents a significant challenge to be collectively reached by pioneers, and there are other conditions that we cannot achieve in a short time. While it might appear that Pi Network conflicts with the U.S. dollar or stablecoins in the short term, it has the potential to address the broader issue of overprinting currency, which has plagued the U.S. and many other nations. This would benefit international trade by alleviating concerns about currency appreciation or depreciation in international transactions. The global economy indeed requires a super sovereign currency—one that ensures stability for future generations and fosters lasting peace and prosperity. To comprehend Pi as a currency, it is crucial to recognize that we must cultivate long-term value by generating GCV data. In the short term, our focus needs to be on establishing a robust exchange market and decentralized applications (DApps) to drive mass adoption. If this is understood, there should be no need to feel discouraged by the current low price of Pi. The true value of Pi as a currency derives not from the exchange market, trading platforms, or governmental endorsement, but rather from our community's collective efforts and engagement. You might wonder how a government could adopt Pi, given that it does not take the form of a stablecoin. I would counter with the example of Bitcoin, which has thrived even in environments where many countries have imposed bans. Currently, Pi is transitioning from its traditional commodity status to being recognized as a currency, meaning governmental awareness of Pi Network is still in development. As such, existing regulations generally pertain to older forms of cryptocurrency rather than our innovative approach. Our branding as a digital currency, rather than a cryptocurrency, is intentional. Dr. Nicolas has expressed concerns that many aspects of conventional cryptocurrencies pose challenges to government frameworks and public trust, often leading to economic harm rather than benefit. Our commitment to Know Your Customer (KYC) and Know Your Business (KYB) protocols distinguishes us by mitigating money laundering risks and protecting Pi holders from speculative practices. Many businesses face bankruptcy or closure because consumers lack the disposable income to engage in spending. Imagine how Pi could enable those businesses to survive and thrive—people could utilize Pi to make purchases and easily convert it into fiat currency to sustain operations, thereby preserving many jobs. The function in our wallet that allows users to "buy" Pi is not merely a feature; it represents a vision for the future where conversion to fiat currency can happen immediately, without dependency on third-party exchanges. Moving forward, we can establish a fixed rate (the GCV) for conversions. Once larger institutions and prominent companies recognize the low-risk profile of joining Pi Network due to its GCV stability, we can expect a considerable influx of participants seeking to gain a competitive advantage. You may ask how companies would finance the purchase of Pi at GCV rates. This is an insightful question. My perspective is that the demand for Pi’s stable value will inherently incentivize investments. Much like why individuals purchase stablecoins for their convenience in facilitating cross-border transactions, Pi will appeal to consumers and businesses alike, particularly because we are leveraging Web 3.0 blockchain technology, AI-driven platforms, and a rich ecosystem of decentralized applications (DApps). We are cultivating a loyal customer base that recognizes the value of this innovation. We understand that high-net-worth individuals seek safe investment opportunities. While U.S. treasury bonds currently represent a secure asset class, they are not without risk. Therefore, if Pi Network can maintain a limited supply coupled with blockchain technology and a consistent GCV, it is plausible that affluent investors would allocate a portion of their capital to acquire Pi. This would lead to fiat inflows whenever there is increased demand for Pi, establishing an equilibrium between Pi and fiat currencies. This interplay is why I believe DApps are critically significant. We need broader usage of Pi in real-world applications. I hope my analysis has helped clarify why the price of Pi should not overly concern us. Buying Pi to hold onto it allows pioneers to accumulate more, while building merchant confidence is essential to kickstart the ecosystem. Merchants will be motivated to see Pi’s price appreciation since this removes the risks for DApps and service providers who depend on exchange market prices. A rise in demand for Pi will subsequently reduce its supply, which is beneficial for price increases. I look forward to discussing Pi GCV army management in another session. Thank you for your time. Let’s continue striving for greatness together. Doris Yin 🪷🪷🪷 Founder, Global GCV Movement Disclaimer: This speech is intended solely for educational purposes within the GCV community. The views and content shared here represent my personal perspective and are part of the GCV movement, but do not reflect the official position of the Pi Core Team (PCT). Pi Network represents a new revolution, meaning there is no existing example for us to follow and no guiding manual. As Dr. Fan mentioned, we cannot predict what will happen around the next corner. Therefore, we must practice and forge our own path. As more people traverse this journey, the road will become clearer.
0:55

TOPIC #107: PI NETWORK IS A STABLE COIN? -WHO DECIDES PI FULLY OM FIXED VALUE? Dear GCV army, I hope you are all doing great! First of all, I would like to express my sincere gratitude for all your hard work. Many of you have achieved significant milestones, and it’s evident that you are making a great difference. Our influence has grown significantly, with an increasing number of social media posts and YouTubers publicly supporting us. I can see that more and more people are beginning to understand why we advocate for GCV. Today's meeting aims to alleviate any doubts you may have, allowing you to relax and feel confident as we embark on our historic journey together. I will answer the questions I’ve received and address some important issues we need to focus on to maintain our community's efficiency, particularly regarding our Generals, which will be the topic next weekend. I put the questions I received here. "A question addressed to Ms. Doris Yin in the emergency meeting 1– In light of the rapidly changing global circumstances and the increasing discussion about stablecoins backed by U.S. Treasury bonds, how do you see the future role of the Pi Network in this context? And what practical steps should the GCV army take now to accelerate this path? 2_ There are those who promote the idea that the price of Pi is what appears in the market (currently around $0.49) and compare it to the price of GCV within the ecosystem (314,159 Pi = 1 good or service). They say if Pi’s price rises to $2, it means that the value within The ecosystem is approximately 2 million dollars. With sincere appreciation and discipline." This is from the Arab head of GCV Ambassador Mr. Mohammed. Another question: "Hello, my Global Ambassador, I am Ateba Joseph, Ecological Ambassador in Cameroon And a member of the GCV army, I am delighted to exchange with you. Regarding the meeting with the GCV army on Sunday, July 27, 2025.. Here is my concern: A few days ago, a correspondence indicated that Pi is not or is not yet a stable coin. Upon reading this information, we have provided many explanations to help the pioneers understand this. I hope you will focus more on this statement to further strengthen our understanding of the subject. Thank you for taking my concerns into consideration" Thank you for the above questions; my answers are below. The first question concerns stablecoins. Many pioneers are hoping that Pi can be recognized by the U.S. government as a stablecoin. I wrote an article on this in May. On July 18, 2025, President Trump signed the Guiding and Establishing National Innovation for US Stablecoins Act (the GENIUS Act) into law. This legislation establishes a regulatory framework for payment stablecoins and marks the first federal legislation on digital assets enacted since President Trump issued an executive order aimed at making the U.S. the “crypto capital of the world.” U.S.-issued stablecoins are expected to become the primary means of dollar transactions globally, especially in emerging markets with unstable local currencies. The sponsors of the GENIUS Act estimate that by 2030, stablecoin issuers may collectively become the largest holders of U.S. Treasuries, surpassing foreign central banks. From this, we can see that U.S. stablecoins must maintain reserves backing outstanding payment stablecoins on a one-to-one basis, consisting only of specified assets, including U.S. dollars and short-term Treasury securities. It is clear that the Pi Network will not take this path, as it is not part of our plan. A stablecoin is essentially a digital representation of the U.S. dollar. All stablecoin issuers do not create a new currency; rather, it’s akin to purchasing chips at a casino – you must use U.S. dollars to buy those chips. However, Pi is a completely new currency. It does not need to be backed up by U.S. dollars or U.S. Treasuries to be used. If that were the case, we wouldn’t need to establish an ecosystem or have a three-year enclosed mainnet. I previously mentioned the possibility of Pi being an algorithmic stablecoin since only algorithmic stablecoins do not need to be backed by U.S. dollars. However, algorithmic stablecoins have faced significant failures in the past. The collapse of the Terra (LUNA) cryptocurrency resulted in a loss of at least $40 billion in market capitalization, with estimates reaching as high as $60 billion. TerraUSD (UST), an algorithmic stablecoin, lost its peg to the U.S. dollar, contributing to its overall collapse. The new stablecoin legislation recently passed through the Senate effectively ties the U.S. Treasury to crypto, as it essentially bets the government’s cash flow on digital tokens and market speculation. This legislation requires stablecoins to be backed by short-term Treasury bills, generating an estimated $2–$3 trillion in new demand for government debt, which is nearly half the current size of the T-bill market. On paper, this looks beneficial, but in reality, it creates a circular feedback loop: crypto demand fuels stablecoins, stablecoins buy T-bills, and T-bills fund government deficits. The government becomes reliant on speculative capital flows. Thus, we should understand why the U.S. government will not support the Pi Network as a stablecoin, as they require stablecoin issuers to buy T-bills and can no longer trust algorithmic stablecoins. So, what is the future of the Pi Network as a currency? From my perspective, Pi is already listed on exchange markets. It cannot be classified as a security because it is mined freely and is not an ICO. Instead, it should be categorized as a commodity, similar to Bitcoin and ETH. When a currency is listed for trading on an exchange, its price is determined by the balance of supply and demand. However, Pi is a currency in its own right; it has inherent value from Pi holders -Pioneers. Historically, currency has served as a medium of exchange. A medium of exchange is a widely accepted item for buying goods and services in an economy. It facilitates transactions by eliminating the need for a barter system, where goods are directly exchanged for other goods. In modern economies, money (such as currency) serves as the primary medium of exchange. **Functions of Money:** One of the core functions of money is to serve as a medium of exchange, enabling the smooth transfer of value between buyers and sellers, thereby simplifying trade and economic activity. **Examples:** In modern economies, this typically includes currency (paper money, coins) or digital money. In specific historical contexts, other items, such as cigarettes in prisoner-of-war camps, have also served as mediums of exchange. **Importance of Acceptance:** For a medium of exchange to function effectively, it must be widely accepted and trusted within the relevant community. **Not the Same as a Payment Method:** While credit cards and checks are used for payments, they do not serve as mediums of exchange themselves. Therefore, stablecoin is not a new currency. It is more likely to have a credit card or check character. It is a USD digital status. From the analysis presented, we can draw the following conclusions: The current price of Pi on the exchange market primarily serves as a temporary measure to facilitate broad expansion. While this is not our primary objective, it constitutes a strategic approach towards achieving our mission. To gain a clearer perspective, we must adopt a higher-level view of the overall vision for the Pi Network. The mission and vision of Pi Network clearly articulate that it is not intended to function as a commodity for sale, nor is it meant to be an investment vehicle or a speculative security. Instead, it is crucial to recognize that Pi is designed to be a medium of exchange—a new form of currency. As pioneers in this venture, we have the unique opportunity to acquire Pi through free mining. However, it is important to note that the current mining rate is relatively slow. To overcome this limitation and to further our goal of mass adoption, it is essential for more individuals to join the Pi Network and participate in holding Pi. One efficient way to accelerate this process is by allowing Pi to be traded on the exchange market, which can result in rapid and widespread adoption. Since Pi can be mined for free, a lower price could make it more accessible to a larger number of people. It's important to focus on our primary goal during this pre-full Open Mainnet (OM) phase: mass adoption, rather than aiming for high prices, which many pioneers expected. Some pioneers want to sell when the price increases, but if too many sell, it could undermine our goal of achieving mass adoption. This scenario is reminiscent of historical instances when shells served as currency—readily accessible from the sea or buy from the village market. For shells to function effectively as currency, a collective effort was needed to hold and circulate them within the village. If only a select few individuals possess the shells, the currency lacks the necessary circulation to sustain an economy. Hence, our goal should not be centered on achieving a high price; instead, we should strive to make Pi more affordable so that a greater number of individuals can acquire and hold it, thereby fostering a thriving economic ecosystem. Of course, the rising price will build up merchants' confidence to accept it as payment. This is why we refer to it as a buyback campaign, which aims to achieve mass adoption and foster ecosystem confidence. As Pi evolves into a currency, the question of its value becomes pertinent. Given that it is a new currency, its value is not immediately clear. This presents an opportunity for us, the pioneers, to play a crucial role in defining it. The determination of Pi's value is not the responsibility of a central authority such as CT, the government, or the exchange. Instead, it will emerge from a decentralized consensus within the community, which collectively owns Pi. This concept is akin to ancient times when the value of shells was not determined by the sellers. Rather, the value was derived from the collective agreement of the village that utilized them as currency. I hope this elaboration clarifies the distinction between value and price, enabling a deeper understanding of the foundational principles that drive our mission with Pi Network. Pi represents a groundbreaking innovation—a revolution that is poised for long-term economic development on a global scale, rather than perpetuating cycles of plunder and exploitation. By harnessing the power of blockchain technology, Pi empowers ordinary individuals, which creates an inherent conflict of interest with the U.S. government in the short term. Should the U.S. government endorse the Pi Network, it raises questions about the viability of U.S. treasuries and who would ultimately purchase them. Consequently, the government may prioritize support for stablecoins backed by the U.S. dollar and U.S. Treasury securities, as this can help alleviate the U.S. government's issues with limited demand. However, I previously mentioned the potential for Pi to emerge as an algorithmic stablecoin. At that time, the Genius Bill had not yet been enacted. If the Pi Network gains acceptance from the U.S. government, its growth could become rapid and expansive, leading to widespread adoption in other nations. This path would position Pi as a legitimate currency in nearly every country, contingent upon certain conditions. For instance, if the price of Pi in the exchange market can align with the GCV, this could be achieved through a buyback mechanism involving 10 million pioneers. Such a scenario would indicate that Pi differs significantly from past algorithmic stablecoin failures, presenting a compelling case for the U.S. government to view Pi as a low-risk asset. However, it presents a significant challenge to be collectively reached by pioneers, and there are other conditions that we cannot achieve in a short time. While it might appear that Pi Network conflicts with the U.S. dollar or stablecoins in the short term, it has the potential to address the broader issue of overprinting currency, which has plagued the U.S. and many other nations. This would benefit international trade by alleviating concerns about currency appreciation or depreciation in international transactions. The global economy indeed requires a super sovereign currency—one that ensures stability for future generations and fosters lasting peace and prosperity. To comprehend Pi as a currency, it is crucial to recognize that we must cultivate long-term value by generating GCV data. In the short term, our focus needs to be on establishing a robust exchange market and decentralized applications (DApps) to drive mass adoption. If this is understood, there should be no need to feel discouraged by the current low price of Pi. The true value of Pi as a currency derives not from the exchange market, trading platforms, or governmental endorsement, but rather from our community's collective efforts and engagement. You might wonder how a government could adopt Pi, given that it does not take the form of a stablecoin. I would counter with the example of Bitcoin, which has thrived even in environments where many countries have imposed bans. Currently, Pi is transitioning from its traditional commodity status to being recognized as a currency, meaning governmental awareness of Pi Network is still in development. As such, existing regulations generally pertain to older forms of cryptocurrency rather than our innovative approach. Our branding as a digital currency, rather than a cryptocurrency, is intentional. Dr. Nicolas has expressed concerns that many aspects of conventional cryptocurrencies pose challenges to government frameworks and public trust, often leading to economic harm rather than benefit. Our commitment to Know Your Customer (KYC) and Know Your Business (KYB) protocols distinguishes us by mitigating money laundering risks and protecting Pi holders from speculative practices. Many businesses face bankruptcy or closure because consumers lack the disposable income to engage in spending. Imagine how Pi could enable those businesses to survive and thrive—people could utilize Pi to make purchases and easily convert it into fiat currency to sustain operations, thereby preserving many jobs. The function in our wallet that allows users to "buy" Pi is not merely a feature; it represents a vision for the future where conversion to fiat currency can happen immediately, without dependency on third-party exchanges. Moving forward, we can establish a fixed rate (the GCV) for conversions. Once larger institutions and prominent companies recognize the low-risk profile of joining Pi Network due to its GCV stability, we can expect a considerable influx of participants seeking to gain a competitive advantage. You may ask how companies would finance the purchase of Pi at GCV rates. This is an insightful question. My perspective is that the demand for Pi’s stable value will inherently incentivize investments. Much like why individuals purchase stablecoins for their convenience in facilitating cross-border transactions, Pi will appeal to consumers and businesses alike, particularly because we are leveraging Web 3.0 blockchain technology, AI-driven platforms, and a rich ecosystem of decentralized applications (DApps). We are cultivating a loyal customer base that recognizes the value of this innovation. We understand that high-net-worth individuals seek safe investment opportunities. While U.S. treasury bonds currently represent a secure asset class, they are not without risk. Therefore, if Pi Network can maintain a limited supply coupled with blockchain technology and a consistent GCV, it is plausible that affluent investors would allocate a portion of their capital to acquire Pi. This would lead to fiat inflows whenever there is increased demand for Pi, establishing an equilibrium between Pi and fiat currencies. This interplay is why I believe DApps are critically significant. We need broader usage of Pi in real-world applications. I hope my analysis has helped clarify why the price of Pi should not overly concern us. Buying Pi to hold onto it allows pioneers to accumulate more, while building merchant confidence is essential to kickstart the ecosystem. Merchants will be motivated to see Pi’s price appreciation since this removes the risks for DApps and service providers who depend on exchange market prices. A rise in demand for Pi will subsequently reduce its supply, which is beneficial for price increases. I look forward to discussing Pi GCV army management in another session. Thank you for your time. Let’s continue striving for greatness together. Doris Yin 🪷🪷🪷 Founder, Global GCV Movement Disclaimer: This speech is intended solely for educational purposes within the GCV community. The views and content shared here represent my personal perspective and are part of the GCV movement, but do not reflect the official position of the Pi Core Team (PCT). Pi Network represents a new revolution, meaning there is no existing example for us to follow and no guiding manual. As Dr. Fan mentioned, we cannot predict what will happen around the next corner. Therefore, we must practice and forge our own path. As more people traverse this journey, the road will become clearer.

Doris Yin 东方紫莲🪷

17,742 просмотров • 1 год назад

Have a Bullish Thursday! Let's smash it and have fun while doing it!! Why I'm Bullish on Valeria Games In the ever-evolving landscape of gaming, Valeria Games Games stands out as a trailblazer, seamlessly integrating blockchain technology to offer players unparalleled ownership and immersive experiences. Here's why Valeria Games is capturing the attention of gamers and investors alike: 1. Innovative Gameplay with True Asset Ownership Valeria Games is pioneering the Web3 gaming space by providing players with genuine ownership of in-game assets. This means that items you earn or purchase are truly yours, secured on the blockchain, and can be traded or sold as you see fit. 2. Strategic Partnerships Enhancing the Ecosystem Valeria has forged significant partnerships to bolster its ecosystem: 🔹XAI Foundation: Blockchain Integration 🔹Animoca Brands: $LOV Token Advisor & Investor 🔹SuperVerse: Details TBA 🔹Aethir: Game Accessibility Partner 🔹Arbitrum: KOLs & Ambassadors 🔹Mocaverse: UA Campaign + Game Integration 🔹Snag Solutions: Marketplace 🔹Helika: Engage Campaign 🔹Dynamic: Login-Functionality 🔹VoyceMe: Webcomic 🔹Gamelancer: Web2 Marketing These collaborations not only enhance the game's functionality but also expand its reach and appeal within the gaming community. 3. Diverse and Engaging Product Lineup Valeria Games offers a rich array of products that cater to various gaming preferences: 🔹Valeria: Land Before the War: A free-to-play, real-time strategy game available on iOS and Android. Players can summon Valerians, unlock champions, and engage in various game modes, including dungeons and PvP 🔹Phygital Card Game: This innovative game combines physical card play with digital NFTs. Each card features a QR code, allowing players to redeem it as a digital asset, bridging the gap between physical and digital gaming Webcomic: Land of Valeria: An official webcomic that delves into the enchanting world of Valeria, offering fans a deeper narrative 4. Robust Tokenomics with $VAL and $LOV The ecosystem is powered by two tokens: 🔹$VAL: Used during Season 1 for acquiring cosmetics, booster packs, Valerians, and more. Players can swap $VAL for GEMS at a 50% discount, enhancing in-game progression. Notably, any $VAL spent during Season 1 will be refunded 1:1 as $LOV tokens at the Token Generation Event (TGE), ensuring players retain 🔹$LOV: Set to be the primary token post-Season 1, with a total supply capped at 400,000,000. will be integral to the game's Play-to-Airdrop (P2A) campaign, rewarding active 5. Community-Centric Approach Valeria Games places a strong emphasis on community engagement. By building in public and prioritizing player feedback, the company ensures that its products resonate with its user base. This transparent approach fosters trust and loyalty among players. Click here to listen to their recent townhall⬇️ 6. Strategic Migration to Xai Network To enhance performance and scalability, Valeria: Land Before the War is migrating from Polygon to the Xai Network. This move aims to leverage Xai's processing capabilities, ensuring a smoother and more responsive gaming experience. 7. Exclusive Marketplace with Enforced Royalties Valeria Games has established its own marketplace, ensuring that all transactions honor creator royalties. By restricting trading to their royalty-enforced platform, they provide a unique shopping experience and maintain the value of in-game assets. Valeria Games Games is one of the better Web3 titles out there built for skill, strategy, and true asset ownership. Every battle is a test, every win is earned, and the economy actually rewards smart play. This is Web3 gaming done right. Join the Discord and start your journey⬇️ This post is in collaboration with OG creator community Smok3, thanks for the opportunity
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Have a Bullish Thursday! Let's smash it and have fun while doing it!! Why I'm Bullish on Valeria Games In the ever-evolving landscape of gaming, Valeria Games Games stands out as a trailblazer, seamlessly integrating blockchain technology to offer players unparalleled ownership and immersive experiences. Here's why Valeria Games is capturing the attention of gamers and investors alike: 1. Innovative Gameplay with True Asset Ownership Valeria Games is pioneering the Web3 gaming space by providing players with genuine ownership of in-game assets. This means that items you earn or purchase are truly yours, secured on the blockchain, and can be traded or sold as you see fit. 2. Strategic Partnerships Enhancing the Ecosystem Valeria has forged significant partnerships to bolster its ecosystem: 🔹XAI Foundation: Blockchain Integration 🔹Animoca Brands: $LOV Token Advisor & Investor 🔹SuperVerse: Details TBA 🔹Aethir: Game Accessibility Partner 🔹Arbitrum: KOLs & Ambassadors 🔹Mocaverse: UA Campaign + Game Integration 🔹Snag Solutions: Marketplace 🔹Helika: Engage Campaign 🔹Dynamic: Login-Functionality 🔹VoyceMe: Webcomic 🔹Gamelancer: Web2 Marketing These collaborations not only enhance the game's functionality but also expand its reach and appeal within the gaming community. 3. Diverse and Engaging Product Lineup Valeria Games offers a rich array of products that cater to various gaming preferences: 🔹Valeria: Land Before the War: A free-to-play, real-time strategy game available on iOS and Android. Players can summon Valerians, unlock champions, and engage in various game modes, including dungeons and PvP 🔹Phygital Card Game: This innovative game combines physical card play with digital NFTs. Each card features a QR code, allowing players to redeem it as a digital asset, bridging the gap between physical and digital gaming Webcomic: Land of Valeria: An official webcomic that delves into the enchanting world of Valeria, offering fans a deeper narrative 4. Robust Tokenomics with $VAL and $LOV The ecosystem is powered by two tokens: 🔹$VAL: Used during Season 1 for acquiring cosmetics, booster packs, Valerians, and more. Players can swap $VAL for GEMS at a 50% discount, enhancing in-game progression. Notably, any $VAL spent during Season 1 will be refunded 1:1 as $LOV tokens at the Token Generation Event (TGE), ensuring players retain 🔹$LOV: Set to be the primary token post-Season 1, with a total supply capped at 400,000,000. will be integral to the game's Play-to-Airdrop (P2A) campaign, rewarding active 5. Community-Centric Approach Valeria Games places a strong emphasis on community engagement. By building in public and prioritizing player feedback, the company ensures that its products resonate with its user base. This transparent approach fosters trust and loyalty among players. Click here to listen to their recent townhall⬇️ 6. Strategic Migration to Xai Network To enhance performance and scalability, Valeria: Land Before the War is migrating from Polygon to the Xai Network. This move aims to leverage Xai's processing capabilities, ensuring a smoother and more responsive gaming experience. 7. Exclusive Marketplace with Enforced Royalties Valeria Games has established its own marketplace, ensuring that all transactions honor creator royalties. By restricting trading to their royalty-enforced platform, they provide a unique shopping experience and maintain the value of in-game assets. Valeria Games Games is one of the better Web3 titles out there built for skill, strategy, and true asset ownership. Every battle is a test, every win is earned, and the economy actually rewards smart play. This is Web3 gaming done right. Join the Discord and start your journey⬇️ This post is in collaboration with OG creator community Smok3, thanks for the opportunity

Maverick

17,013 просмотров • 1 год назад

💛 ทุกวินาทีในวิดีโอนี้…คือความตั้งใจที่เราอยากมอบให้ทุกคนได้สัมผัส JANUA LIMITED BOX SET ตัวเต็ม พร้อมแล้วสำหรับทุกคนที่รอคอย 💛 เตรียมตัวให้พร้อม! พบกับการเปิดขายในวันที่ 3 พฤศจิกายน 2568 เพราะ “เซอร์ไพรส์ในกล่อง” คุ้มค่าแก่การรอคอยมากจริง ๆ ✨ ⸻ หมายเหตุ : 1.รายละเอียดสินค้าภายในกล่อง Mine Wish Limited Edition 50ml – 1 ชิ้น มูลค่า 490.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Dreamy Cloud Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Kiss Me More Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Passion Love Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Juicy Mallow New Collection 15ml – 1 ชิ้น มูลค่า 219.- Cotton Cloud New Collection 15ml – 1 ชิ้น มูลค่า 219.- Sugar Bunny New Collection 15ml – 1 ชิ้น มูลค่า 219.- Memory of Sunrise The Exclusive Comeback 30ml – 1 ชิ้น มูลค่า 239.- 2. Unreleased Postcard จำนวน 2 รูป โดยมีรายละเอียดดังนี้ Unreleased Fix Card 1 Unreleased Random Card 1 (สุ่มจากจำนวนทั้งหมด 2 รูป) ระยะเวลาร่วมกิจกรรม: 3 – 10 พฤศจิกายน 2568 ประกาศผลผู้โชคดี: 15 พฤศจิกายน 2568 เริ่มจัดส่งสินค้า ตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป ⸻ กติกาการร่วมกิจกรรม “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET 📌 รายละเอียดและกติกาแคมเปญ 1. การได้รับสิทธิ์ลุ้นที่นั่ง ทุกการซื้อ JANUA LIMITED BOX SET ราคา 1,990 บาท / 1 กล่อง = 5 สิทธิ์ (ปรับเพิ่มจากเดิม 1 กล่อง = 1 สิทธิ์) สินค้ามีจำนวนจำกัดเท่านั้น ราคานี้ยังไม่รวมค่าจัดส่ง การลุ้นสิทธิ์ขึ้นอยู่กับจำนวนสิทธิ์ที่ได้รับ ไม่ได้พิจารณาจากยอดซื้อมากที่สุด ไม่จำกัดจำนวนการสั่งซื้อต่อคน และไม่สามารถยกเลิกคำสั่งซื้อได้ทุกกรณี ⸻ 2. ระยะเวลาแคมเปญ สามารถสั่งซื้อสินค้าได้ตั้งแต่ วันที่ 3 พฤศจิกายน 2568 – วันที่ 10 พฤศจิกายน 2568 เวลา 23:59 น. คำสั่งซื้อที่อยู่ภายในช่วงเวลาดังกล่าวเท่านั้นที่จะได้รับสิทธิ์ลุ้น เพื่อลุ้นสิทธิ์ที่นั่งโซนหมายเลข 001–250 หมายเหตุเพิ่มเติม: สินค้าจะถูกวางจำหน่ายจนกว่าสินค้าจะหมด แต่สิทธิ์ในการ “ลุ้นที่นั่งเข้าร่วมอีเวนต์” จะนับเฉพาะคำสั่งซื้อที่เกิดขึ้นในช่วงวันที่ 3 – 10 พฤศจิกายน 2568 เวลา 23:59 น. เท่านั้น ⸻ 3. ช่องทางการสั่งซื้อ สั่งซื้อได้ผ่าน 2 ช่องทางเท่านั้น 1. LINE MY SHOP : 2. DM Instagram : janua_thailand (สงวนสิทธิ์สำหรับต่างชาติเท่านั้น) 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ Line My Shop ช่องทางการชำระเงิน 1. PromptPay QR: ลูกค้าสามารถสแกน QR Code เพื่อชำระเงินได้ 2. Mobile Banking: รองรับการชำระผ่านแอปพลิเคชันธนาคาร เช่น K PLUS และ SCB Easy 3. LINE Pay : 3.1 e-Wallet: ชำระเงินผ่านกระเป๋าเงินอิเล็กทรอนิกส์ของ LINE 3.2 บัตรเครดิต/เดบิต: สามารถผูกบัตร Visa, Mastercard, JCB และบัตรเครือข่ายไทยที่รองรับ 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ DM Instagram : janua_thailand • ชำระตรงผ่านเลขที่บัญชีบริษัทเท่านั้น 👉 สถานะคำสั่งซื้อ • จะพิจารณาเฉพาะคำสั่งซื้อที่มี หมายเลขคำสั่งซื้อ ขึ้นโชว์เท่านั้น ⸻ 4. ชื่อผู้รับสินค้า ชื่อ–นามสกุลผู้รับสินค้าต้องตรงกับชื่อจริงในบัตรประชาชนหรือพาสปอร์ต เพื่อใช้ยืนยันสิทธิ์เข้าร่วมกิจกรรม ที่อยู่ในการจัดส่งสินค้าไม่จำเป็นต้องตรงกับบัตรประชาชนหรือพาสปอร์ต ⸻ 5. ระยะเวลาและการจัดส่งสินค้า การจัดส่ง JANUA LIMITED BOX SET จะเริ่มตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป โดยจะจัดส่งตามลำดับคิวของคำสั่งซื้อที่เข้ามาก่อน–หลัง เพื่อให้ทุกกล่องถูกจัดส่งอย่างครบถ้วนและปลอดภัยที่สุด ⸻ 6. ระบบบันทึกสิทธิ์และการตรวจสอบ สิทธิ์ของผู้สั่งซื้อจะถูกบันทึกโดยอัตโนมัติ ไม่ต้องลงทะเบียนเพิ่มเติม สามารถตรวจสอบจำนวนสิทธิ์ได้หลังคำสั่งซื้อสำเร็จภายใน 2 วัน ผ่านทางเว็บไซต์ 👉 วิธีตรวจสอบสิทธิ์: 1. เข้าเว็บไซต์ 2. กรอกเบอร์โทรศัพท์ที่ใช้ในการสั่งซื้อสินค้า (ต้องเป็นเบอร์เดียวกับในที่อยู่จัดส่ง Box Set) 3. ระบบจะแสดงข้อมูล ชื่อ, ที่อยู่, และจำนวนสิทธิ์ที่ได้รับทันที ⸻ 7. วันที่ประกาศผลผู้โชคดี วันที่ 15 พฤศจิกายน 2568 ผู้โชคดีจาก Campaign 2 จะได้รับสิทธิ์ที่นั่งในโซนหมายเลข 001–250 โดยจะประกาศผ่านทาง เว็บไซต์ X : 𝐉𝐀𝐍𝐔𝐀 Instagram : janua_thailand ⸻ 8. การยืนยันสิทธิ์ ผู้ได้รับสิทธิ์ต้องยืนยันสิทธิ์ของตน ผ่านทาง LINE Official: Janua ภายในวันที่ 15 พฤศจิกายน – 21 พฤศจิกายน 2568 หากไม่ยืนยันสิทธิ์ภายในเวลาที่กำหนด จะถือว่าสละสิทธิ์โดยอัตโนมัติ และทางแบรนด์จะประกาศรายชื่อผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 9. หลักฐานที่ต้องใช้ในวันรายงานตัว ผู้ได้รับสิทธิ์เข้าร่วมอีเวนต์ ต้องนำเอกสารต่อไปนี้มาแสดงเพื่อยืนยันตัวตน : 1. ใบเสร็จการสั่งซื้อสินค้า (ฉบับพิมพ์จากระบบออนไลน์) 2. บัตรประชาชน หรือพาสปอร์ตตัวจริง ที่ตรงกับข้อมูลการลงทะเบียน ⸻ 10. จำนวนสิทธิ์ต่อผู้เข้าร่วม 1. จำกัดสิทธิ์ผู้โชคดี 1 คนต่อ 1 หมายเลขบัตรประชาชนหรือพาสปอร์ตเท่านั้น ไม่สามารถโอนสิทธิ์ให้ผู้อื่น หรือใช้หมายเลขเดียวกันลงทะเบียนซ้ำเพื่อรับสิทธิ์มากกว่า 1 ที่นั่งได้ 2. หากผู้ได้รับสิทธิ์ได้ที่นั่งทั้งใน Campaign 1 และ Campaign 2 จำเป็นต้องสละสิทธิ์ใดสิทธิ์หนึ่ง โดยแจ้งความประสงค์มาที่ LINE Official: Janua ก่อนวันที่ 21 พฤศจิกายน 2568 และทางแบรนด์จะประกาศผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 11. เงื่อนไขการยกเลิกและคืนเงิน • ไม่สามารถยกเลิกคำสั่งซื้อหรือขอคืนเงินได้ในทุกกรณี ยกเว้นกรณีที่สินค้าเกิดความเสียหายจากการขนส่ง ซึ่งหากสินค้าเกิดความเสียหายจากขนส่ง ทางแบรนด์จะจัดส่งสินค้าชิ้นใหม่ให้ โดยไม่ให้ยกเลิกคำสั่งซื้อในทุกกรณี • การพิจารณาการคืนสินค้าจะเป็นไปตามเงื่อนไขของแบรนด์เท่านั้น ⸻ 12. การคุ้มครองข้อมูลส่วนบุคคล (PDPA) ข้อมูลส่วนบุคคลของผู้เข้าร่วมกิจกรรม เช่น ชื่อ–นามสกุล หมายเลขโทรศัพท์ และบัตรประชาชนหรือพาสปอร์ต จะถูกเก็บรักษาอย่างปลอดภัย และใช้เพื่อการยืนยันสิทธิ์เท่านั้น โดยจะไม่ถูกเปิดเผยหรือใช้ในวัตถุประสงค์อื่น ⸻ 13. ข้อสงวนสิทธิ์ของแบรนด์ แบรนด์ JANUA ขอสงวนสิทธิ์ในการเปลี่ยนแปลงเงื่อนไข รายละเอียดกิจกรรม หรือกำหนดการต่าง ๆ โดยไม่ต้องแจ้งให้ทราบล่วงหน้า หากเกิดเหตุสุดวิสัยหรือเหตุจำเป็นทางเทคนิค ช่องทางติดต่อสอบถามเพิ่มเติม หากมีข้อสงสัยเกี่ยวกับการสั่งซื้อหรือการร่วมกิจกรรม สามารถติดต่อได้ที่ 📩 LINE Official: Janua 🌐 เว็บไซต์: --------------------------- 💛 Every second in this video represents our passion that we wish everyone could feel. JANUA LIMITED BOX SET (Full Version) is now finally ready for everyone who has been waiting 💛 Get yourself ready! The official sale begins on November 3, 2025. Because the “surprise inside the box” is truly worth the wait. ✨ ⸻ Remarks : 1.Product Details Inside the Box • Mine Wish Limited Edition 50ml – 1 pc (Value: 490 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Dreamy Cloud Festive Design 30ml – 1 pc (Value: 290 THB) • Kiss Me More Festive Design 30ml – 1 pc (Value: 290 THB) • Passion Love Festive Design 30ml – 1 pc (Value: 290 THB) • Juicy Mallow New Collection 15ml – 1 pc (Value: 219 THB) • Cotton Cloud New Collection 15ml – 1 pc (Value: 219 THB) • Sugar Bunny New Collection 15ml – 1 pc (Value: 219 THB) • Memory of Sunrise The Exclusive Comeback 30ml – 1 pc (Value: 239 THB) 2.Unreleased Postcards (2 pieces) as follows: • Unreleased Fixed Card (1 piece) • Unreleased Random Card (1 piece, randomly selected from a total of 2 designs) ⸻ Campaign Duration : November 3 – 10, 2025 Winner Announcement : November 15, 2025 Shipping Start Date : From November 30, 2025 onward ⸻ Campaign Rules and Conditions “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET ⸻ 📌 Campaign Details and Rules 1. Lucky Draw Eligibility Every purchase of JANUA LIMITED BOX SET (1,990 THB per box) = 5 Lucky Draw Entries (Increased from the previous condition of 1 box = 1 entry) The amount of product is limited quantities. This price does not include shipping fees. The number of entries will determine your lucky draw chances. It is not based on the highest total purchase amount. There is no purchase limit per person, and order cancellations are not allowed under any circumstances. ⸻ 2. Campaign Period Customers can place their orders from November 3, 2025 – November 10, 2025 (until 23:59). Only orders placed within this period will be eligible for the lucky draw for seat numbers 001–250. Additional Note: Products will remain available until sold out. However, eligibility for the “Lucky Draw to join the event” will apply only to orders placed between November 3 – 10, 2025 (until 23:59). ⸻ 3. Sales Channels Available through 2 official channels only: 1. LINE MY SHOP: 2. Instagram DM: janua_thailand (for international customers only) 👉 Payment Methods for LINE MY SHOP: 1. PromptPay QR: Customers can scan the QR code to make payment. 2. Mobile Banking: Supported through major Thai bank applications such as K PLUS and SCB Easy. 3. LINE Pay 3.1 e-Wallet: Payment via LINE electronic wallet. 3.2 Credit/Debit Card: Supports Visa, Mastercard, JCB, and Thai-issued cards. 👉 Payment Method for Instagram DM (Janua_thailand): • Direct bank transfer to the official company account only. 👉 Order Status: Only orders that display an “order number” will be eligible for participation. ⸻ 4. Recipient Name The recipient’s full name must match the official name on their National ID or Passport for event verification purposes. The shipping address does not need to match the identification document. ⸻ 5. Shipping Schedule Shipment of JANUA LIMITED BOX SET will begin from November 30, 2025 onward, following the order queue chronologically (first come, first served) to ensure that every box is carefully and completely delivered. ⸻ 6. Entry Recording and Verification All purchase entries will be automatically recorded — no additional registration is required. Customers can verify their total entries within 2 days after completing their order via the website 👉 How to check your entries: 1. Visit 2. Enter the phone number used in your order (must be the same as the shipping address). 3. The system will display your name, address, and total number of entries. ⸻ 7. Winner Announcement November 15, 2025 Winners from Campaign 2 will receive seats in Zone Numbers 001–250. The announcement will be made through the following official channels: • Website: • X (Twitter): 𝐉𝐀𝐍𝐔𝐀 • Instagram: janua_thailand ⸻ 8. Confirmation of Rights Winners must confirm their participation via LINE Official: Janua between November 15 – 21, 2025. If the confirmation is not submitted within the specified period, the right to participate will be automatically forfeited. Replacement winners will be announced on November 22, 2025. ⸻ 9. Required Documents on the Event Day Winners must present the following documents for identity verification: • Printed purchase receipt (official online version) • Original National ID card or Passport that matches the registration details ⸻ 10. Number of Seats per Participant 1. Each winner is entitled to only 1 seat per National ID or Passport. Rights cannot be transferred or duplicated for multiple entries using the same ID. 2. If a winner receives seats in both Campaign 1 and Campaign 2, they must choose one campaign to attend and notify LINE Official: Janua before November 21, 2025. Replacement winners will be announced on November 22, 2025. ⸻ 11. Cancellation and Refund Policy • Orders cannot be cancelled or refunded under any circumstances, except in the case of product damage during shipment. If damage occurs during delivery, the brand will resend a new product, but order cancellations will still not be accepted in any case. • All product return evaluations will strictly follow the brand’s policy. ⸻ 12. Personal Data Protection (PDPA) Personal information of participants, including full name, phone number, and national ID or passport number, will be securely stored and used solely for verification purposes. No personal data will be disclosed or used for any other purpose. ⸻ 13. Brand Reservation of Rights JANUA reserves the right to amend campaign conditions, details, or schedules without prior notice in the event of unavoidable circumstances or technical issues. ⸻ For Inquiries or Further Information If you have any questions regarding your order or participation, please contact: 📩 LINE Official: Janua 🌐 Website: #JANUAXRENJUN
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💛 ทุกวินาทีในวิดีโอนี้…คือความตั้งใจที่เราอยากมอบให้ทุกคนได้สัมผัส JANUA LIMITED BOX SET ตัวเต็ม พร้อมแล้วสำหรับทุกคนที่รอคอย 💛 เตรียมตัวให้พร้อม! พบกับการเปิดขายในวันที่ 3 พฤศจิกายน 2568 เพราะ “เซอร์ไพรส์ในกล่อง” คุ้มค่าแก่การรอคอยมากจริง ๆ ✨ ⸻ หมายเหตุ : 1.รายละเอียดสินค้าภายในกล่อง Mine Wish Limited Edition 50ml – 1 ชิ้น มูลค่า 490.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Dreamy Cloud Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Kiss Me More Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Passion Love Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Juicy Mallow New Collection 15ml – 1 ชิ้น มูลค่า 219.- Cotton Cloud New Collection 15ml – 1 ชิ้น มูลค่า 219.- Sugar Bunny New Collection 15ml – 1 ชิ้น มูลค่า 219.- Memory of Sunrise The Exclusive Comeback 30ml – 1 ชิ้น มูลค่า 239.- 2. Unreleased Postcard จำนวน 2 รูป โดยมีรายละเอียดดังนี้ Unreleased Fix Card 1 Unreleased Random Card 1 (สุ่มจากจำนวนทั้งหมด 2 รูป) ระยะเวลาร่วมกิจกรรม: 3 – 10 พฤศจิกายน 2568 ประกาศผลผู้โชคดี: 15 พฤศจิกายน 2568 เริ่มจัดส่งสินค้า ตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป ⸻ กติกาการร่วมกิจกรรม “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET 📌 รายละเอียดและกติกาแคมเปญ 1. การได้รับสิทธิ์ลุ้นที่นั่ง ทุกการซื้อ JANUA LIMITED BOX SET ราคา 1,990 บาท / 1 กล่อง = 5 สิทธิ์ (ปรับเพิ่มจากเดิม 1 กล่อง = 1 สิทธิ์) สินค้ามีจำนวนจำกัดเท่านั้น ราคานี้ยังไม่รวมค่าจัดส่ง การลุ้นสิทธิ์ขึ้นอยู่กับจำนวนสิทธิ์ที่ได้รับ ไม่ได้พิจารณาจากยอดซื้อมากที่สุด ไม่จำกัดจำนวนการสั่งซื้อต่อคน และไม่สามารถยกเลิกคำสั่งซื้อได้ทุกกรณี ⸻ 2. ระยะเวลาแคมเปญ สามารถสั่งซื้อสินค้าได้ตั้งแต่ วันที่ 3 พฤศจิกายน 2568 – วันที่ 10 พฤศจิกายน 2568 เวลา 23:59 น. คำสั่งซื้อที่อยู่ภายในช่วงเวลาดังกล่าวเท่านั้นที่จะได้รับสิทธิ์ลุ้น เพื่อลุ้นสิทธิ์ที่นั่งโซนหมายเลข 001–250 หมายเหตุเพิ่มเติม: สินค้าจะถูกวางจำหน่ายจนกว่าสินค้าจะหมด แต่สิทธิ์ในการ “ลุ้นที่นั่งเข้าร่วมอีเวนต์” จะนับเฉพาะคำสั่งซื้อที่เกิดขึ้นในช่วงวันที่ 3 – 10 พฤศจิกายน 2568 เวลา 23:59 น. เท่านั้น ⸻ 3. ช่องทางการสั่งซื้อ สั่งซื้อได้ผ่าน 2 ช่องทางเท่านั้น 1. LINE MY SHOP : 2. DM Instagram : janua_thailand (สงวนสิทธิ์สำหรับต่างชาติเท่านั้น) 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ Line My Shop ช่องทางการชำระเงิน 1. PromptPay QR: ลูกค้าสามารถสแกน QR Code เพื่อชำระเงินได้ 2. Mobile Banking: รองรับการชำระผ่านแอปพลิเคชันธนาคาร เช่น K PLUS และ SCB Easy 3. LINE Pay : 3.1 e-Wallet: ชำระเงินผ่านกระเป๋าเงินอิเล็กทรอนิกส์ของ LINE 3.2 บัตรเครดิต/เดบิต: สามารถผูกบัตร Visa, Mastercard, JCB และบัตรเครือข่ายไทยที่รองรับ 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ DM Instagram : janua_thailand • ชำระตรงผ่านเลขที่บัญชีบริษัทเท่านั้น 👉 สถานะคำสั่งซื้อ • จะพิจารณาเฉพาะคำสั่งซื้อที่มี หมายเลขคำสั่งซื้อ ขึ้นโชว์เท่านั้น ⸻ 4. ชื่อผู้รับสินค้า ชื่อ–นามสกุลผู้รับสินค้าต้องตรงกับชื่อจริงในบัตรประชาชนหรือพาสปอร์ต เพื่อใช้ยืนยันสิทธิ์เข้าร่วมกิจกรรม ที่อยู่ในการจัดส่งสินค้าไม่จำเป็นต้องตรงกับบัตรประชาชนหรือพาสปอร์ต ⸻ 5. ระยะเวลาและการจัดส่งสินค้า การจัดส่ง JANUA LIMITED BOX SET จะเริ่มตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป โดยจะจัดส่งตามลำดับคิวของคำสั่งซื้อที่เข้ามาก่อน–หลัง เพื่อให้ทุกกล่องถูกจัดส่งอย่างครบถ้วนและปลอดภัยที่สุด ⸻ 6. ระบบบันทึกสิทธิ์และการตรวจสอบ สิทธิ์ของผู้สั่งซื้อจะถูกบันทึกโดยอัตโนมัติ ไม่ต้องลงทะเบียนเพิ่มเติม สามารถตรวจสอบจำนวนสิทธิ์ได้หลังคำสั่งซื้อสำเร็จภายใน 2 วัน ผ่านทางเว็บไซต์ 👉 วิธีตรวจสอบสิทธิ์: 1. เข้าเว็บไซต์ 2. กรอกเบอร์โทรศัพท์ที่ใช้ในการสั่งซื้อสินค้า (ต้องเป็นเบอร์เดียวกับในที่อยู่จัดส่ง Box Set) 3. ระบบจะแสดงข้อมูล ชื่อ, ที่อยู่, และจำนวนสิทธิ์ที่ได้รับทันที ⸻ 7. วันที่ประกาศผลผู้โชคดี วันที่ 15 พฤศจิกายน 2568 ผู้โชคดีจาก Campaign 2 จะได้รับสิทธิ์ที่นั่งในโซนหมายเลข 001–250 โดยจะประกาศผ่านทาง เว็บไซต์ X : 𝐉𝐀𝐍𝐔𝐀 Instagram : janua_thailand ⸻ 8. การยืนยันสิทธิ์ ผู้ได้รับสิทธิ์ต้องยืนยันสิทธิ์ของตน ผ่านทาง LINE Official: Janua ภายในวันที่ 15 พฤศจิกายน – 21 พฤศจิกายน 2568 หากไม่ยืนยันสิทธิ์ภายในเวลาที่กำหนด จะถือว่าสละสิทธิ์โดยอัตโนมัติ และทางแบรนด์จะประกาศรายชื่อผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 9. หลักฐานที่ต้องใช้ในวันรายงานตัว ผู้ได้รับสิทธิ์เข้าร่วมอีเวนต์ ต้องนำเอกสารต่อไปนี้มาแสดงเพื่อยืนยันตัวตน : 1. ใบเสร็จการสั่งซื้อสินค้า (ฉบับพิมพ์จากระบบออนไลน์) 2. บัตรประชาชน หรือพาสปอร์ตตัวจริง ที่ตรงกับข้อมูลการลงทะเบียน ⸻ 10. จำนวนสิทธิ์ต่อผู้เข้าร่วม 1. จำกัดสิทธิ์ผู้โชคดี 1 คนต่อ 1 หมายเลขบัตรประชาชนหรือพาสปอร์ตเท่านั้น ไม่สามารถโอนสิทธิ์ให้ผู้อื่น หรือใช้หมายเลขเดียวกันลงทะเบียนซ้ำเพื่อรับสิทธิ์มากกว่า 1 ที่นั่งได้ 2. หากผู้ได้รับสิทธิ์ได้ที่นั่งทั้งใน Campaign 1 และ Campaign 2 จำเป็นต้องสละสิทธิ์ใดสิทธิ์หนึ่ง โดยแจ้งความประสงค์มาที่ LINE Official: Janua ก่อนวันที่ 21 พฤศจิกายน 2568 และทางแบรนด์จะประกาศผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 11. เงื่อนไขการยกเลิกและคืนเงิน • ไม่สามารถยกเลิกคำสั่งซื้อหรือขอคืนเงินได้ในทุกกรณี ยกเว้นกรณีที่สินค้าเกิดความเสียหายจากการขนส่ง ซึ่งหากสินค้าเกิดความเสียหายจากขนส่ง ทางแบรนด์จะจัดส่งสินค้าชิ้นใหม่ให้ โดยไม่ให้ยกเลิกคำสั่งซื้อในทุกกรณี • การพิจารณาการคืนสินค้าจะเป็นไปตามเงื่อนไขของแบรนด์เท่านั้น ⸻ 12. การคุ้มครองข้อมูลส่วนบุคคล (PDPA) ข้อมูลส่วนบุคคลของผู้เข้าร่วมกิจกรรม เช่น ชื่อ–นามสกุล หมายเลขโทรศัพท์ และบัตรประชาชนหรือพาสปอร์ต จะถูกเก็บรักษาอย่างปลอดภัย และใช้เพื่อการยืนยันสิทธิ์เท่านั้น โดยจะไม่ถูกเปิดเผยหรือใช้ในวัตถุประสงค์อื่น ⸻ 13. ข้อสงวนสิทธิ์ของแบรนด์ แบรนด์ JANUA ขอสงวนสิทธิ์ในการเปลี่ยนแปลงเงื่อนไข รายละเอียดกิจกรรม หรือกำหนดการต่าง ๆ โดยไม่ต้องแจ้งให้ทราบล่วงหน้า หากเกิดเหตุสุดวิสัยหรือเหตุจำเป็นทางเทคนิค ช่องทางติดต่อสอบถามเพิ่มเติม หากมีข้อสงสัยเกี่ยวกับการสั่งซื้อหรือการร่วมกิจกรรม สามารถติดต่อได้ที่ 📩 LINE Official: Janua 🌐 เว็บไซต์: --------------------------- 💛 Every second in this video represents our passion that we wish everyone could feel. JANUA LIMITED BOX SET (Full Version) is now finally ready for everyone who has been waiting 💛 Get yourself ready! The official sale begins on November 3, 2025. Because the “surprise inside the box” is truly worth the wait. ✨ ⸻ Remarks : 1.Product Details Inside the Box • Mine Wish Limited Edition 50ml – 1 pc (Value: 490 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Dreamy Cloud Festive Design 30ml – 1 pc (Value: 290 THB) • Kiss Me More Festive Design 30ml – 1 pc (Value: 290 THB) • Passion Love Festive Design 30ml – 1 pc (Value: 290 THB) • Juicy Mallow New Collection 15ml – 1 pc (Value: 219 THB) • Cotton Cloud New Collection 15ml – 1 pc (Value: 219 THB) • Sugar Bunny New Collection 15ml – 1 pc (Value: 219 THB) • Memory of Sunrise The Exclusive Comeback 30ml – 1 pc (Value: 239 THB) 2.Unreleased Postcards (2 pieces) as follows: • Unreleased Fixed Card (1 piece) • Unreleased Random Card (1 piece, randomly selected from a total of 2 designs) ⸻ Campaign Duration : November 3 – 10, 2025 Winner Announcement : November 15, 2025 Shipping Start Date : From November 30, 2025 onward ⸻ Campaign Rules and Conditions “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET ⸻ 📌 Campaign Details and Rules 1. Lucky Draw Eligibility Every purchase of JANUA LIMITED BOX SET (1,990 THB per box) = 5 Lucky Draw Entries (Increased from the previous condition of 1 box = 1 entry) The amount of product is limited quantities. This price does not include shipping fees. The number of entries will determine your lucky draw chances. It is not based on the highest total purchase amount. There is no purchase limit per person, and order cancellations are not allowed under any circumstances. ⸻ 2. Campaign Period Customers can place their orders from November 3, 2025 – November 10, 2025 (until 23:59). Only orders placed within this period will be eligible for the lucky draw for seat numbers 001–250. Additional Note: Products will remain available until sold out. However, eligibility for the “Lucky Draw to join the event” will apply only to orders placed between November 3 – 10, 2025 (until 23:59). ⸻ 3. Sales Channels Available through 2 official channels only: 1. LINE MY SHOP: 2. Instagram DM: janua_thailand (for international customers only) 👉 Payment Methods for LINE MY SHOP: 1. PromptPay QR: Customers can scan the QR code to make payment. 2. Mobile Banking: Supported through major Thai bank applications such as K PLUS and SCB Easy. 3. LINE Pay 3.1 e-Wallet: Payment via LINE electronic wallet. 3.2 Credit/Debit Card: Supports Visa, Mastercard, JCB, and Thai-issued cards. 👉 Payment Method for Instagram DM (Janua_thailand): • Direct bank transfer to the official company account only. 👉 Order Status: Only orders that display an “order number” will be eligible for participation. ⸻ 4. Recipient Name The recipient’s full name must match the official name on their National ID or Passport for event verification purposes. The shipping address does not need to match the identification document. ⸻ 5. Shipping Schedule Shipment of JANUA LIMITED BOX SET will begin from November 30, 2025 onward, following the order queue chronologically (first come, first served) to ensure that every box is carefully and completely delivered. ⸻ 6. Entry Recording and Verification All purchase entries will be automatically recorded — no additional registration is required. Customers can verify their total entries within 2 days after completing their order via the website 👉 How to check your entries: 1. Visit 2. Enter the phone number used in your order (must be the same as the shipping address). 3. The system will display your name, address, and total number of entries. ⸻ 7. Winner Announcement November 15, 2025 Winners from Campaign 2 will receive seats in Zone Numbers 001–250. The announcement will be made through the following official channels: • Website: • X (Twitter): 𝐉𝐀𝐍𝐔𝐀 • Instagram: janua_thailand ⸻ 8. Confirmation of Rights Winners must confirm their participation via LINE Official: Janua between November 15 – 21, 2025. If the confirmation is not submitted within the specified period, the right to participate will be automatically forfeited. Replacement winners will be announced on November 22, 2025. ⸻ 9. Required Documents on the Event Day Winners must present the following documents for identity verification: • Printed purchase receipt (official online version) • Original National ID card or Passport that matches the registration details ⸻ 10. Number of Seats per Participant 1. Each winner is entitled to only 1 seat per National ID or Passport. Rights cannot be transferred or duplicated for multiple entries using the same ID. 2. If a winner receives seats in both Campaign 1 and Campaign 2, they must choose one campaign to attend and notify LINE Official: Janua before November 21, 2025. Replacement winners will be announced on November 22, 2025. ⸻ 11. Cancellation and Refund Policy • Orders cannot be cancelled or refunded under any circumstances, except in the case of product damage during shipment. If damage occurs during delivery, the brand will resend a new product, but order cancellations will still not be accepted in any case. • All product return evaluations will strictly follow the brand’s policy. ⸻ 12. Personal Data Protection (PDPA) Personal information of participants, including full name, phone number, and national ID or passport number, will be securely stored and used solely for verification purposes. No personal data will be disclosed or used for any other purpose. ⸻ 13. Brand Reservation of Rights JANUA reserves the right to amend campaign conditions, details, or schedules without prior notice in the event of unavoidable circumstances or technical issues. ⸻ For Inquiries or Further Information If you have any questions regarding your order or participation, please contact: 📩 LINE Official: Janua 🌐 Website: #JANUAXRENJUN

𝐉𝐀𝐍𝐔𝐀

380,507 просмотров • 10 месяцев назад

Most social media tools suck. (I've tried them all over 7 years of doing this). They claim to help you go viral. They claim that you'll grow fast on social media. They claim that they'll make it easy on you, so you can just grow your following without having any form of skill or understanding. And now they're trying to go fully agentic, which only works if you know what you're doing (we'll talk about that later, we built the MCP for social media). Plus, when everyone has an advantage, it is no longer an advantage. I promise you, I love AI, but having it write everything for you, especially as a beginner, is a death sentence. You may get lucky and have one, two, or three posts do well. You may gain a lot of followers (because that's what they promise to get you to buy), but then what? Can you replicate it? Does your audience actually care about who you are? Or are you just a one hit wonder like every other creator who tries to get-followers-quick? The creators you love... the ones who put out ideas that actually change your life, understand that the creative process (capturing, resurfacing, and synthesizing ideas) is your competitive edge when everyone is racing to put out as much slop as possible. So we built an actual solution. For the people who know deep down that the toys and gimmicks being marketed to you aren't a long term strategy. It's called Eden. The second brain for creators. It has every scheduling, analytics, auto-dm, and outlier research (for all platforms) features that everyone else has - built by someone who knows what's useful and what's not. But it also has the ideation process built in, which cannot be skipped. Here's what it looks like, and how to write a post people actually care about: 1) Save inspiration from anywhere (and read + highlight) Capturing ideas, posts, links, and highlights inside of an agent or AI chat sounds like hell. Not everything needs to, or should be, jammed into a chat UI. In Eden you can: - Paste any social post link (we transcribe any post) - Integrate with Kindle, Snipd, or Readwise - Pull in X or Substack bookmarks - Jot down quick ideas or write inside docs - Open any YouTube transcript or article in Reader mode and highlight it We auto-categorize and tag everything for you, so our Deep Synthesis agent can find novel connections and relations across your library - making it easy to surface idaes you thought you lost. 2) Research what's working, study top creators Outlier tools are the bread and butter for every creator. When you do research for a YouTube video, you look for high performing titles and thumbnails, and you study what worked for others. But what about every other platform? We have a social corpus of 3m+ posts across all platforms and growing. You can scroll the Discover page for inspiration, search any creator and filter by top posts, or use Deep Social in the AI chat to search across all of them. This is what gives the MCP access to trending topics without scraping millions of posts yourself. 3) Create with everything in one place, build swipe files I don't think I will ever give up writing. I love sitting down in the morning, opening up a page, researching good ideas, and turning it into something worth sharing. In Eden, you work on Boards. You can paste social posts and build shareable swipe files, or you can add your outlines and drafts while having your library, chat, or ideas open right next to it. 4) Chat with anything to get the information you need Claude and ChatGPT are essential, but they are blind. They can't read social links. They can't see what's trending. When you're writing scripts, articles, posts, or drafts - you need to be able to pull information from the sources you research. In today's world, that usually means social posts, YouTube videos, and articles. 5) Draft, schedule, and publish to all platforms X, Instagram, LinkedIn, Substack, Threads, TikTok, and YouTube shorts. And yes, we are one of the first to support article scheduling to X and Substack. You don't have to copy paste to every platform anymore. You simply write, schedule, and let it go out to all platforms. 6) Or do it all from the MCP I don't believe that the future of content is fully agentic. But, that doesn't mean that AI can't help with researching top posts, ideation, and scheduling content. You do the writing and thinking, let AI handle the busy work and resurfacing of ideas you need to find. With Eden, you don't need to give up your Claude, Hermes, or other agentic workflows. You simply connect the MCP and now you can build your own agentic content system, if that's your cup of tea. Eden is the Social Media MCP. You don't have to pay for scrapers anymore. You can finally access trends, any social link, and any account. You can access your analytics, build content dashboards with our infrastructure (that you don't need to maintain as a full time job), and post. We've actually built 4 skills for deep topic research, personal brand strategy, building a content command center, and more - we'll link those below. All in all: If you're a creator, Eden is your base. It's where you write, research, and publish every single day. Try it free below:
1:00

Most social media tools suck. (I've tried them all over 7 years of doing this). They claim to help you go viral. They claim that you'll grow fast on social media. They claim that they'll make it easy on you, so you can just grow your following without having any form of skill or understanding. And now they're trying to go fully agentic, which only works if you know what you're doing (we'll talk about that later, we built the MCP for social media). Plus, when everyone has an advantage, it is no longer an advantage. I promise you, I love AI, but having it write everything for you, especially as a beginner, is a death sentence. You may get lucky and have one, two, or three posts do well. You may gain a lot of followers (because that's what they promise to get you to buy), but then what? Can you replicate it? Does your audience actually care about who you are? Or are you just a one hit wonder like every other creator who tries to get-followers-quick? The creators you love... the ones who put out ideas that actually change your life, understand that the creative process (capturing, resurfacing, and synthesizing ideas) is your competitive edge when everyone is racing to put out as much slop as possible. So we built an actual solution. For the people who know deep down that the toys and gimmicks being marketed to you aren't a long term strategy. It's called Eden. The second brain for creators. It has every scheduling, analytics, auto-dm, and outlier research (for all platforms) features that everyone else has - built by someone who knows what's useful and what's not. But it also has the ideation process built in, which cannot be skipped. Here's what it looks like, and how to write a post people actually care about: 1) Save inspiration from anywhere (and read + highlight) Capturing ideas, posts, links, and highlights inside of an agent or AI chat sounds like hell. Not everything needs to, or should be, jammed into a chat UI. In Eden you can: - Paste any social post link (we transcribe any post) - Integrate with Kindle, Snipd, or Readwise - Pull in X or Substack bookmarks - Jot down quick ideas or write inside docs - Open any YouTube transcript or article in Reader mode and highlight it We auto-categorize and tag everything for you, so our Deep Synthesis agent can find novel connections and relations across your library - making it easy to surface idaes you thought you lost. 2) Research what's working, study top creators Outlier tools are the bread and butter for every creator. When you do research for a YouTube video, you look for high performing titles and thumbnails, and you study what worked for others. But what about every other platform? We have a social corpus of 3m+ posts across all platforms and growing. You can scroll the Discover page for inspiration, search any creator and filter by top posts, or use Deep Social in the AI chat to search across all of them. This is what gives the MCP access to trending topics without scraping millions of posts yourself. 3) Create with everything in one place, build swipe files I don't think I will ever give up writing. I love sitting down in the morning, opening up a page, researching good ideas, and turning it into something worth sharing. In Eden, you work on Boards. You can paste social posts and build shareable swipe files, or you can add your outlines and drafts while having your library, chat, or ideas open right next to it. 4) Chat with anything to get the information you need Claude and ChatGPT are essential, but they are blind. They can't read social links. They can't see what's trending. When you're writing scripts, articles, posts, or drafts - you need to be able to pull information from the sources you research. In today's world, that usually means social posts, YouTube videos, and articles. 5) Draft, schedule, and publish to all platforms X, Instagram, LinkedIn, Substack, Threads, TikTok, and YouTube shorts. And yes, we are one of the first to support article scheduling to X and Substack. You don't have to copy paste to every platform anymore. You simply write, schedule, and let it go out to all platforms. 6) Or do it all from the MCP I don't believe that the future of content is fully agentic. But, that doesn't mean that AI can't help with researching top posts, ideation, and scheduling content. You do the writing and thinking, let AI handle the busy work and resurfacing of ideas you need to find. With Eden, you don't need to give up your Claude, Hermes, or other agentic workflows. You simply connect the MCP and now you can build your own agentic content system, if that's your cup of tea. Eden is the Social Media MCP. You don't have to pay for scrapers anymore. You can finally access trends, any social link, and any account. You can access your analytics, build content dashboards with our infrastructure (that you don't need to maintain as a full time job), and post. We've actually built 4 skills for deep topic research, personal brand strategy, building a content command center, and more - we'll link those below. All in all: If you're a creator, Eden is your base. It's where you write, research, and publish every single day. Try it free below:

DAN KOE

113,873 просмотров • 9 дней назад

My biggest takeaways from Dhanji Prasanna, CTO of Block: 1. Block’s internal AI agent "Goose" is saving employees on average 8 to 10 hours per week. The company built an open-source tool called Goose that handles tasks from organizing files to writing code. Across the entire company, they’re seeing roughly 20% to 25% of manual work hours saved, and that number keeps climbing. 2. Non-technical teams are getting the biggest productivity boost from AI, not engineers. People in legal, risk management, and operations are now building their own software tools that previously would have required months on an engineering team’s roadmap. What used to take weeks now takes hours, and employees do it themselves without waiting. 3. Changing organizational structure unlocked more productivity than any AI tool. To transform into a truly “technology driven” company, Block reorganized from separate business units (each with their own GM and engineering teams) to a single functional structure where all engineers report to one leader. This “boring” change enabled a unified technology strategy and drove more acceleration than any AI tool. 4. Code quality has almost nothing to do with product success. YouTube became one of Google’s most successful products despite storing videos as blobs in a MySQL database with a slow Python stack. Meanwhile, Google Video had superior technology with more formats and higher resolution but failed completely. The lesson: Focus on solving real problems for people, not on perfect code. 5. AI enables teams to explore multiple paths simultaneously instead of choosing one up front. Previously, limited resources meant teams had to pick their best guess for an experiment. Now AI can build multiple different approaches overnight, allowing teams to compare five or six options and throw away entire features if they don’t feel right—a practice that was unthinkable before. 6. Most successful products start as tiny experiments, not big initiatives. Cash App began as a hack-week idea. Goose started as one engineer’s side project. Block’s Bitcoin product came from a three-person hackathon team. In contrast, Google Wave had 70 to 80 engineers before having real users and failed. Small experiments that prove value beat large up-front investments. 7. Leaders must use AI tools daily to drive real organizational adoption. Block’s CEO Jack Dorsey, the CTO, and the entire executive team use Goose every single day. This hands-on experience teaches them how workflows actually change and drives authentic adoption throughout the organization far more than reading articles or attending conferences about AI. 8. AI excels at new projects but struggles with complex legacy systems. Teams building new applications or working on greenfield platforms see aggressive productivity gains. But in existing codebases with years of accumulated complexity, the gains aren’t there yet. Deploy AI where it works best rather than everywhere at once. 9. Giving away valuable technology for free can be a winning strategy. Block open-sourced Goose even though it could have been a standalone billion-dollar business. Even their competitors actively use it. The philosophy: build things that benefit everyone and outlast your own company. This commitment to open-source technology attracts talent and builds industry goodwill while advancing everyone’s capabilities. 10. Purpose should drive your technology choices, not the other way around. Rather than chasing every AI trend or trying to be at the forefront of every technology, identify what truly matters to your company and customers. Block stays focused on economic empowerment, which guides their technology decisions and keeps them from getting distracted by every new advancement. Listen now 👇 • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Sinch — Build messaging, email, and calling into your product: 🏆 Figma Make — A prompt-to-code tool for making ideas real: 🏆 — A global leader in digital identity verification: A
1:41

My biggest takeaways from Dhanji Prasanna, CTO of Block: 1. Block’s internal AI agent "Goose" is saving employees on average 8 to 10 hours per week. The company built an open-source tool called Goose that handles tasks from organizing files to writing code. Across the entire company, they’re seeing roughly 20% to 25% of manual work hours saved, and that number keeps climbing. 2. Non-technical teams are getting the biggest productivity boost from AI, not engineers. People in legal, risk management, and operations are now building their own software tools that previously would have required months on an engineering team’s roadmap. What used to take weeks now takes hours, and employees do it themselves without waiting. 3. Changing organizational structure unlocked more productivity than any AI tool. To transform into a truly “technology driven” company, Block reorganized from separate business units (each with their own GM and engineering teams) to a single functional structure where all engineers report to one leader. This “boring” change enabled a unified technology strategy and drove more acceleration than any AI tool. 4. Code quality has almost nothing to do with product success. YouTube became one of Google’s most successful products despite storing videos as blobs in a MySQL database with a slow Python stack. Meanwhile, Google Video had superior technology with more formats and higher resolution but failed completely. The lesson: Focus on solving real problems for people, not on perfect code. 5. AI enables teams to explore multiple paths simultaneously instead of choosing one up front. Previously, limited resources meant teams had to pick their best guess for an experiment. Now AI can build multiple different approaches overnight, allowing teams to compare five or six options and throw away entire features if they don’t feel right—a practice that was unthinkable before. 6. Most successful products start as tiny experiments, not big initiatives. Cash App began as a hack-week idea. Goose started as one engineer’s side project. Block’s Bitcoin product came from a three-person hackathon team. In contrast, Google Wave had 70 to 80 engineers before having real users and failed. Small experiments that prove value beat large up-front investments. 7. Leaders must use AI tools daily to drive real organizational adoption. Block’s CEO Jack Dorsey, the CTO, and the entire executive team use Goose every single day. This hands-on experience teaches them how workflows actually change and drives authentic adoption throughout the organization far more than reading articles or attending conferences about AI. 8. AI excels at new projects but struggles with complex legacy systems. Teams building new applications or working on greenfield platforms see aggressive productivity gains. But in existing codebases with years of accumulated complexity, the gains aren’t there yet. Deploy AI where it works best rather than everywhere at once. 9. Giving away valuable technology for free can be a winning strategy. Block open-sourced Goose even though it could have been a standalone billion-dollar business. Even their competitors actively use it. The philosophy: build things that benefit everyone and outlast your own company. This commitment to open-source technology attracts talent and builds industry goodwill while advancing everyone’s capabilities. 10. Purpose should drive your technology choices, not the other way around. Rather than chasing every AI trend or trying to be at the forefront of every technology, identify what truly matters to your company and customers. Block stays focused on economic empowerment, which guides their technology decisions and keeps them from getting distracted by every new advancement. Listen now 👇 • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Sinch — Build messaging, email, and calling into your product: 🏆 Figma Make — A prompt-to-code tool for making ideas real: 🏆 — A global leader in digital identity verification: A

Lenny Rachitsky

812,251 просмотров • 10 месяцев назад

OFFICIAL: EASTER EGG GUIDE FOR TOTENREICH: Wonder Weapon: 1. Head to The Drydocks and lower The Crane, this will allow you to wall jump and interact with the tip of the ship to pick up the Chain Link 2. Next, Head to Storm Bridge and pick up Chili Chunks behind the truck next to Deadshot 3. Place Chili Chunks on the table in the middle of the Skalen Market 4. Next, Head to Burial Grounds left-side door and interact with the keyhole. 5. Interact with the door again and hold it to open the door and to unlock the underground area. 6. This will spawn a Zursa Bear during a special round (starting the second special round) you need to kill him and he will drop The Lantern 7. Place The Lantern in the center of the Underground Room in Burial Grounds. 8. Constellations will appear around the wall. Interact with them as they’re shown on the table in this order: left, right, back, front. 9. Once completed, Astrid will appear and talk, she will then travel to different areas of the map. She will occasionally stop and you will need to kill frost zombies next to her. 10. Once all the Soulboxes are completed an Obstacle Course will form on the outside of The Lighthouse, climb to the top by Jumping / Wall Jumping up 11. Once you reach the top, Listen to the Astrid talk and pick up The Jotunn Star Wundersignal: 1. After completing Jotun Star Quest Head to The Lighthouse and inside on a shelf there will be a Crowbar 2. There are Multiple Wooden Boxes around the map with red IDs on the bottom right corner of the front of the box in red (for example III-6) use The Crowbar on the Wooden Box that has the Roboterteile ID (the IDs are on the shipping manifest in the War Factory Admin Room), this will give Flak Gun Round War Factory Core Foundry Fjord Road Dry Dock 3. Head to Turret Gun beside The Lighthouse and place Flak Gun Round then melee with Jotunn Star 4. Next, Head to The Robot Head in spawn and interact with it to search broken piece to get The Transmitter 5. Go to Tyr’s Head and place it inside the Wall Machine thingy at the top of the Ladder 6. Next, whilst inside of Tyr’s Head underneath the balcony there are 3 white lights, 2 of these lights will blink, count how many times it blinks -Both lights will remain on, There is the sound of a light turning on to indicate the start of a new light flashing cycle where both lights will flash at the same time to a certain count (for example left 2, right 5). Both lights will be on and then it will flash another set (for example left 6, right 4). (Unsure if these 2 combos have to be put into console in order but correct entry will give two different voicelines.) After entering one correctly you will be kicked out to hear voiceline and can re-enter console to input the 2nd shortly afterwards. 7. Now head to Core Foundry, and use a molotov to burn the ascender to access the consoles. 8. Ascend and interact with the consoles, The next part is timed and has a cooldown if you fail - you need to Calibrate the Amplitude and Frequency using the flashing light code. 9. Once this has been done head to the room Next to the Radio Tower and pick up The Wunderbarrage Controller Atomkraft Core 1. Find three uraniums: Uranium #1 Find the Fishing Rod (Olaf’s Personal Item) locations: - Dry Dock - Storm Bridge - Fishery Island - Beacon island Look for a Glowing Green Fish jumping around the water at each Fishing Location and use the Fishing Rod at that location once you see it Fishing Locations: Eidskallen Landing x2 Beacon Island x2 Eidskallen Square x2 Dry Dock (found one so far) Fishery Island x2 Tyr’s Foot (found one so far) Once the fish is caught it will spawn an Irradiated Ravager (HVT) that will disappear and respawn somewhere else, chase it down and kill it (check your map to see its location, it shows up as an HVT). It will drop a Uranium. Uranium #2 Next, Craft an ARC-XD (there is one for free in Eidskallen Square on top of a box near the flame trap, you can get it by fishing as well) and melee the vent at Core Foundry to the left of the zipline to open the Secret ARC-XD Course. Blow up the boat full of barrels. Once the course is completed the 935 Genetic Lab room will be open and another Uranium x2 will be inside a Prison Cell There are several Jars with Heads inside in this room, all labelled A,B,C,D,E Look down the Hallway inside the Lab and note which numbered rooms have Nuclear Symbols 1 = A, 2 = B, 3 = C, 4 = D and 5 = E Take one Jar at a time that corresponds with the Numbers next to Nuclear Symbols and place them on the machine to the right of the cell door, once the correct jars are placed the Jar on the left side of the machine will glow purple and you can pick up acid There is a Big Chunk of Meat on a desk next to multiple drawings in the same Room, interact with it, then Pick up The Necrospike Once you have The Necrospike, use it on the Prison Cell Door, this will trigger a lockpick mini game. Spin the lockpick until the lock turns white 3x to unlock the cell, then pick up the second Uranium. Uranium #3 Next you need to craft or obtain the Glocke Drop, once you have one call it in, then shoot 20 mid-air zombies it throws up. This will drop the third and final Uranium. 2. At the Dry Dock, you need to call a WunderBarrage (unlocked by completing Wundersignal steps) in on the “02 Building” at Dry Dock (where there’s debris on the stairs), this will open the stairs to the Machine Workshop. 3. Inside The Workshop there is a Claw Machine which you can place all of The Uranium inside of and play a mini-game. -Have a big group of 7 cores and a small group of 2 cores. 4. Once you complete the Mini-game you will be able to pick up The Atomkraft Core (Note: you drop if you zipline, and cant sprint with it) 5. Head to Quick Revive and place The Atomkraft Core on generator next to quick revive. Go into the shed behind quick revive and turn on the generator. You must now defend the The Atomkraft Core until it’s charged. In interrupted you must turn on the generator again to continue. 6. Take the The Atomkraft Core to the barrel on the Storm Bridge and a Mini-Cutscene will play between the Giant and The Robot. Vegvisir 1. After the cutscene finishes, The Dravakar Shard will spawn at Tyr’s Foot, pick it up 2. Pick it up and place the Shard inside the Bloodheim Hall on the bonfire 3. Use WW range attack to light the fire 4. Use Disciple Injection (there should be a free one around the map) and throw zombies into the bonfire (I only had to throw four) 5. A lockdown will start. Kill the boss zombie and pick up the Sunstone from the bonfire 6. Put the Sunstone in the church and do a range WW attack on it. 7. Around the map, there will now be floating rocks and runes. Above the church there will now be a compass with runes and arrows. -Shoot the floating rune rocks with the ranged WW in the order of the arrow lines. If an arrow has 1 line, then that's the first one. If an arrow has 2 lines, that's the second one, etc. 8. Go into Tyr's Head and interact with the console to start the boss fight. Credit to Callum and the ZoneX discord
0:29

OFFICIAL: EASTER EGG GUIDE FOR TOTENREICH: Wonder Weapon: 1. Head to The Drydocks and lower The Crane, this will allow you to wall jump and interact with the tip of the ship to pick up the Chain Link 2. Next, Head to Storm Bridge and pick up Chili Chunks behind the truck next to Deadshot 3. Place Chili Chunks on the table in the middle of the Skalen Market 4. Next, Head to Burial Grounds left-side door and interact with the keyhole. 5. Interact with the door again and hold it to open the door and to unlock the underground area. 6. This will spawn a Zursa Bear during a special round (starting the second special round) you need to kill him and he will drop The Lantern 7. Place The Lantern in the center of the Underground Room in Burial Grounds. 8. Constellations will appear around the wall. Interact with them as they’re shown on the table in this order: left, right, back, front. 9. Once completed, Astrid will appear and talk, she will then travel to different areas of the map. She will occasionally stop and you will need to kill frost zombies next to her. 10. Once all the Soulboxes are completed an Obstacle Course will form on the outside of The Lighthouse, climb to the top by Jumping / Wall Jumping up 11. Once you reach the top, Listen to the Astrid talk and pick up The Jotunn Star Wundersignal: 1. After completing Jotun Star Quest Head to The Lighthouse and inside on a shelf there will be a Crowbar 2. There are Multiple Wooden Boxes around the map with red IDs on the bottom right corner of the front of the box in red (for example III-6) use The Crowbar on the Wooden Box that has the Roboterteile ID (the IDs are on the shipping manifest in the War Factory Admin Room), this will give Flak Gun Round War Factory Core Foundry Fjord Road Dry Dock 3. Head to Turret Gun beside The Lighthouse and place Flak Gun Round then melee with Jotunn Star 4. Next, Head to The Robot Head in spawn and interact with it to search broken piece to get The Transmitter 5. Go to Tyr’s Head and place it inside the Wall Machine thingy at the top of the Ladder 6. Next, whilst inside of Tyr’s Head underneath the balcony there are 3 white lights, 2 of these lights will blink, count how many times it blinks -Both lights will remain on, There is the sound of a light turning on to indicate the start of a new light flashing cycle where both lights will flash at the same time to a certain count (for example left 2, right 5). Both lights will be on and then it will flash another set (for example left 6, right 4). (Unsure if these 2 combos have to be put into console in order but correct entry will give two different voicelines.) After entering one correctly you will be kicked out to hear voiceline and can re-enter console to input the 2nd shortly afterwards. 7. Now head to Core Foundry, and use a molotov to burn the ascender to access the consoles. 8. Ascend and interact with the consoles, The next part is timed and has a cooldown if you fail - you need to Calibrate the Amplitude and Frequency using the flashing light code. 9. Once this has been done head to the room Next to the Radio Tower and pick up The Wunderbarrage Controller Atomkraft Core 1. Find three uraniums: Uranium #1 Find the Fishing Rod (Olaf’s Personal Item) locations: - Dry Dock - Storm Bridge - Fishery Island - Beacon island Look for a Glowing Green Fish jumping around the water at each Fishing Location and use the Fishing Rod at that location once you see it Fishing Locations: Eidskallen Landing x2 Beacon Island x2 Eidskallen Square x2 Dry Dock (found one so far) Fishery Island x2 Tyr’s Foot (found one so far) Once the fish is caught it will spawn an Irradiated Ravager (HVT) that will disappear and respawn somewhere else, chase it down and kill it (check your map to see its location, it shows up as an HVT). It will drop a Uranium. Uranium #2 Next, Craft an ARC-XD (there is one for free in Eidskallen Square on top of a box near the flame trap, you can get it by fishing as well) and melee the vent at Core Foundry to the left of the zipline to open the Secret ARC-XD Course. Blow up the boat full of barrels. Once the course is completed the 935 Genetic Lab room will be open and another Uranium x2 will be inside a Prison Cell There are several Jars with Heads inside in this room, all labelled A,B,C,D,E Look down the Hallway inside the Lab and note which numbered rooms have Nuclear Symbols 1 = A, 2 = B, 3 = C, 4 = D and 5 = E Take one Jar at a time that corresponds with the Numbers next to Nuclear Symbols and place them on the machine to the right of the cell door, once the correct jars are placed the Jar on the left side of the machine will glow purple and you can pick up acid There is a Big Chunk of Meat on a desk next to multiple drawings in the same Room, interact with it, then Pick up The Necrospike Once you have The Necrospike, use it on the Prison Cell Door, this will trigger a lockpick mini game. Spin the lockpick until the lock turns white 3x to unlock the cell, then pick up the second Uranium. Uranium #3 Next you need to craft or obtain the Glocke Drop, once you have one call it in, then shoot 20 mid-air zombies it throws up. This will drop the third and final Uranium. 2. At the Dry Dock, you need to call a WunderBarrage (unlocked by completing Wundersignal steps) in on the “02 Building” at Dry Dock (where there’s debris on the stairs), this will open the stairs to the Machine Workshop. 3. Inside The Workshop there is a Claw Machine which you can place all of The Uranium inside of and play a mini-game. -Have a big group of 7 cores and a small group of 2 cores. 4. Once you complete the Mini-game you will be able to pick up The Atomkraft Core (Note: you drop if you zipline, and cant sprint with it) 5. Head to Quick Revive and place The Atomkraft Core on generator next to quick revive. Go into the shed behind quick revive and turn on the generator. You must now defend the The Atomkraft Core until it’s charged. In interrupted you must turn on the generator again to continue. 6. Take the The Atomkraft Core to the barrel on the Storm Bridge and a Mini-Cutscene will play between the Giant and The Robot. Vegvisir 1. After the cutscene finishes, The Dravakar Shard will spawn at Tyr’s Foot, pick it up 2. Pick it up and place the Shard inside the Bloodheim Hall on the bonfire 3. Use WW range attack to light the fire 4. Use Disciple Injection (there should be a free one around the map) and throw zombies into the bonfire (I only had to throw four) 5. A lockdown will start. Kill the boss zombie and pick up the Sunstone from the bonfire 6. Put the Sunstone in the church and do a range WW attack on it. 7. Around the map, there will now be floating rocks and runes. Above the church there will now be a compass with runes and arrows. -Shoot the floating rune rocks with the ranged WW in the order of the arrow lines. If an arrow has 1 line, then that's the first one. If an arrow has 2 lines, that's the second one, etc. 8. Go into Tyr's Head and interact with the console to start the boss fight. Credit to Callum and the ZoneX discord

COD: Zombies News

82,267 просмотров • 4 месяцев назад

I've never heard Elon Musk be so bullish on Tesla ⚡️ here's my video analysis of the $TSLA Q4 2024 earnings call: -Robotaxi launch in Austin, June 2025 -California & other states launch robotaxi late 2025 -Cybercab in 2026 -Optimus V1 in 2025, 1K/month production line -Optimus V2 in 2026, 10K/month production line -2026 good year for Tesla, 2027/28 insanely good & more!! Timestamps- 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant also here are my notes I typed during the conference call if you're interested! (may be errors) Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them SAY QUESTIONS -FSD Unsupervised launched in California this year as well -most likely release it in many regions of the US by the end of this year -40K people day everyday no mention, some scrapes a shin with autonomous car its headlines news -need to use insane amounts of caution -discussions about licensing FSD? Yes -best way to know to work with us, bbuy a car and take it apart -only worth very high volume cars/production partners -tesla engineering very focused on getting it to roll out for tesla first -soon will be obvious that if you don’t have FSD you’re dead as an OEM -is Optimus design locked? -Optimus is not design locked, constantly iterating, best robotics engineers in the world, and other ingredients, battery pack, charging, great electronics, great communications, great connectivity, real world AI, then you need to scale that production to real world levels -prototypes are easy production is hard -thijs year close loop with using optimus internally at tesla, would could obviously use a few thousand robots for the most boring annoying tasks at the company -with production version 2, launches sometime next year, would like beginning, might be middle though, -production line will be doing 10K units per month capacity for v2, first line designing is for roughly 1,000 units per month, then next line will be for 100,000 units per month -could start delivering them late next year, will go so fast, will ramp like crazy, demand will not be a problem, even at a high price, once were above 1M units per year, production costs of optimus will be less than $20,000 -if you compare complexity of optimus to complexity of a car, its much less than a car -price of optimus will be set buy market demand -Semi ramping next year, TCO no brainer, like optimus, will be massive demand, will meaningfully contribute to tesla’s revenue at scale -tesla semi with autonomy, is incredibly valuable -we actually have a shortage of truck drivers here in the US -will HW3 owners need a hardware update, got 12.6 which is like a baby v13, have’t given up on it, releases will trail HW4 releases … “honest answer” is were going to have to upgrade for those who have bought full self driving, will be painful and difficult and we’ll get it done “Happy not many people bought FSD” -solar roof, given up on ramping it? -lots of customer interest despite premium, making easier to install, focused on growth through certified installers, many been installing for many years -supply product to the roofing industry -it’s a premium product like S/X -combined with Tesla powerwall you can be self sufficient for several days ANALYST QUETIONS -robotaxis in Austin and several other cities this year, and next year all over america -america innovates, europe regulates, to release FSD in europe, have to go through massive paperwork through netherlands, then presents to EU in may, some big country committee, nothing we can do to make it happen sooner. -can’t do training in china with video training, publicly available videos in china are being run through the tesla system to be used for training, bus lanes are complicated and a big challenge -tesla can keep manufacturing even if geopolitical tensions rise to very high levels -Pierre question on June in Austin, -can i try unsupervised myself, or will it be the Tesla fleet? -it will be the Tesla fleet testing it, that’s the toe in the water, scrutinizing everything -autonomous ride hailing for money in june -probably next year for you to put your car on network -trump removing EV incentives? -all transport will go electric, can’t be stopped, even planes, will be like stopping the steam engine or combustion engine -only thing holding back EVs was range, and thats a solved problem -right now solving battery production, not demand, big battery retooling for model y coming up, short term impact on output
33:55

I've never heard Elon Musk be so bullish on Tesla ⚡️ here's my video analysis of the $TSLA Q4 2024 earnings call: -Robotaxi launch in Austin, June 2025 -California & other states launch robotaxi late 2025 -Cybercab in 2026 -Optimus V1 in 2025, 1K/month production line -Optimus V2 in 2026, 10K/month production line -2026 good year for Tesla, 2027/28 insanely good & more!! Timestamps- 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant also here are my notes I typed during the conference call if you're interested! (may be errors) Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them SAY QUESTIONS -FSD Unsupervised launched in California this year as well -most likely release it in many regions of the US by the end of this year -40K people day everyday no mention, some scrapes a shin with autonomous car its headlines news -need to use insane amounts of caution -discussions about licensing FSD? Yes -best way to know to work with us, bbuy a car and take it apart -only worth very high volume cars/production partners -tesla engineering very focused on getting it to roll out for tesla first -soon will be obvious that if you don’t have FSD you’re dead as an OEM -is Optimus design locked? -Optimus is not design locked, constantly iterating, best robotics engineers in the world, and other ingredients, battery pack, charging, great electronics, great communications, great connectivity, real world AI, then you need to scale that production to real world levels -prototypes are easy production is hard -thijs year close loop with using optimus internally at tesla, would could obviously use a few thousand robots for the most boring annoying tasks at the company -with production version 2, launches sometime next year, would like beginning, might be middle though, -production line will be doing 10K units per month capacity for v2, first line designing is for roughly 1,000 units per month, then next line will be for 100,000 units per month -could start delivering them late next year, will go so fast, will ramp like crazy, demand will not be a problem, even at a high price, once were above 1M units per year, production costs of optimus will be less than $20,000 -if you compare complexity of optimus to complexity of a car, its much less than a car -price of optimus will be set buy market demand -Semi ramping next year, TCO no brainer, like optimus, will be massive demand, will meaningfully contribute to tesla’s revenue at scale -tesla semi with autonomy, is incredibly valuable -we actually have a shortage of truck drivers here in the US -will HW3 owners need a hardware update, got 12.6 which is like a baby v13, have’t given up on it, releases will trail HW4 releases … “honest answer” is were going to have to upgrade for those who have bought full self driving, will be painful and difficult and we’ll get it done “Happy not many people bought FSD” -solar roof, given up on ramping it? -lots of customer interest despite premium, making easier to install, focused on growth through certified installers, many been installing for many years -supply product to the roofing industry -it’s a premium product like S/X -combined with Tesla powerwall you can be self sufficient for several days ANALYST QUETIONS -robotaxis in Austin and several other cities this year, and next year all over america -america innovates, europe regulates, to release FSD in europe, have to go through massive paperwork through netherlands, then presents to EU in may, some big country committee, nothing we can do to make it happen sooner. -can’t do training in china with video training, publicly available videos in china are being run through the tesla system to be used for training, bus lanes are complicated and a big challenge -tesla can keep manufacturing even if geopolitical tensions rise to very high levels -Pierre question on June in Austin, -can i try unsupervised myself, or will it be the Tesla fleet? -it will be the Tesla fleet testing it, that’s the toe in the water, scrutinizing everything -autonomous ride hailing for money in june -probably next year for you to put your car on network -trump removing EV incentives? -all transport will go electric, can’t be stopped, even planes, will be like stopping the steam engine or combustion engine -only thing holding back EVs was range, and thats a solved problem -right now solving battery production, not demand, big battery retooling for model y coming up, short term impact on output

Gali

79,010 просмотров • 1 год назад

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

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

Compounding Quality

621,012 просмотров • 3 лет назад

5 years ago, I created a fundraiser on Donate-NG to buy a laptop. I had just been admitted to the university to study Computer Science. But I didn't own a laptop. That was a very big setback for me. The Job I had then was paying 500 Naira per 1000 Word article I wrote. At the time, I was studying with a Tecno Y6 that had passed from my older sister to my older brother, then to me. (A generational phone 😅) I kept asking myself: How was I supposed to survive the department like this? To make things worse, my dad was battling prostate cancer. Asking for money wasn’t even an option. So on October 7th, 2020, in the heat of COVID, I did the only thing I thought I could do. I made this YouTube video begging good Nigerians to help me raise money for a laptop. That video is still online and yes… It’s embarrassing now 😅 Nobody watched it, and Not a single naira was raised. ----- That moment could have broken me. But instead, something clicked. I realized no one was coming to save me. So I decided to take control of my life. That same October; • I got my first Web3 gig as a community engager • The pay was ₦6,000 per month • It wasn’t much, but it was hope Then in December 2020, everything changed. • A VC paid me $500 to engage across the projects they invested in. For the first time in my life, I had real money in my hands. I withdrew ₦160,000, and I bought my first laptop. My First Laptop: That laptop is still with me today. I keep it with me as a reminder of my sheer grit and hustle. From that moment on, everything began to compound. I went on to work with and contribute to multiple Web3 and tech projects, building communities, onboarding users, managing growth, running programs, and shipping real impact across Africa. I grew from: • A student with no laptop • To help hundreds of people get jobs through my academy - The Void Academy (Many students from there are now earning working remotely) • To onboard tens of thousands of users across Africa • To manage ambassadors, communities, and growth teams Today: • I work as a User Acquisition & Marketing Manager earning a six-figure salary (₦) • I earn 6 figures (₦) bi-weekly from X creator payouts • I can afford any laptop I want • I use a phone I could only dream of back then And today… I’m officially launching the waitlist for my first product as a founder. ----- A Phone and A Dream (A Phone and A Dream | Waitlist Live) This product is deeply personal. Because I’ve lived this story. I know that talent is everywhere, but opportunity is not, and getting opportunities today starts with access to basic tools. A Phone and A Dream exists to change that. ----- So, what exactly is A Phone and A Dream? A Phone and A Dream is a social-impact platform that connects device donors with people who lack access to basic tech tools: students, builders, creators, and professionals, using the Avalanche🔺 blockchain to make every donation transparent, traceable, and impactful. We believe access to the right device can be the difference between potential and progress. I'm living proof of that, so are many of you reading this right now. This isn’t just about giving devices. It’s about unlocking opportunity. Devices that can be donated include: 1. Phones: Smartphones of all brands (Android & iOS) 2: Laptops: Windows laptops 3. MacBooks: ThinkPads and similar work machines 4. Tablets: iPads, Android tablets 5. Desktop PCs: Complete desktop setups 6. Monitors & Peripherals: Monitors/displays, Keyboards, Mice 7. External Storage: HDDs, SSDs, USB drives 8. Creator Tools: Ring lights, Microphones, Webcams, Tripods And this is important, Devices don’t have to be brand new. We accept: - New Devices - Used but functional devices - Devices that need refurbishing If it can be repaired, upgraded, or repurposed, it can still change a life. Many tech bros/girls buy a new device yearly; the old device you no longer use could be someone else’s first opportunity. ----- Benefits to You as a donor: You don’t just donate and hope for the best. You can: • Track every device donated • See where it goes • And you can follow the recipient milestones to keep updated with how they've effectively used the device (No more donations without accountability.) • You get to know the real impact of your generosity We’ve seen incredible people like I D R I S, Sir Dickson, SUPREMOS 🤍🐘, Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸, King.sol 🇶🇦 (with Rainbow's Adolf),Xeusthegreat (♟,♟), WILSON, C W E , Farmercist 👨‍🌾 🦅, just to name a few donate devices to people. The Laptop Guy (Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸) has been trying to help millions of Nigerians with devices. But one major challenge has always been tracking, reporting, and accountability on both end including the recipients, so he can tell the extent of his impact. That’s exactly what A Phone and A Dream solves. If you come onboard as a Donor on A Phone and A Dream | Waitlist Live, you get to see: • Where their device went • Who received it • What it enabled ----- Benefits to You as a recipient: You're not getting charity, you're receiving opportunity, access to tools that unlock learning, work, income, and dignity. So you don't pass through what I did. • You get a device after being approved • You get to participate in bounties, tasks, and hackathons on the platform to earn funds • You get a portfolio dashboard that you can consistently update your milestones and be accountable to your donor. ----- Lastly, we’re currently participating in the Avalanche Build Games Hackathon. This is me asking for your help, don't fade me again 😩. If you know: • Someone who can donate a device (new or refurbished) • Someone who can amplify this mission • Share the website with them • Also help me like, repost, quote, and share this post Please tag them in the comments, tag accounts that can help amplify this mission, and let the world see. Part of the rewards if we get selected and go on to win the hackathon will be used to fund new devices to go live on the platform. (Help us make this happen.) If you’re a recipient, you can visit our website (Website is in my bio and also in the comment) and join the waitlist. ⚠️ Important: The first batch of devices priority will go to users on the waitlist, our Day 1 champs. A Phone and A Dream is here to change lives by giving you access. You can help this mission by: • Tagging potential donors • Tagging amplifiers and your friends • Sharing our website • Encouraging people to join the waitlist Five years ago, I begged for a laptop. Today, I’m building a system so others don’t have to beg. ♥ The website is on my bio and in the comment, also see it on A Phone and A Dream | Waitlist Live's bio.
1:44

5 years ago, I created a fundraiser on Donate-NG to buy a laptop. I had just been admitted to the university to study Computer Science. But I didn't own a laptop. That was a very big setback for me. The Job I had then was paying 500 Naira per 1000 Word article I wrote. At the time, I was studying with a Tecno Y6 that had passed from my older sister to my older brother, then to me. (A generational phone 😅) I kept asking myself: How was I supposed to survive the department like this? To make things worse, my dad was battling prostate cancer. Asking for money wasn’t even an option. So on October 7th, 2020, in the heat of COVID, I did the only thing I thought I could do. I made this YouTube video begging good Nigerians to help me raise money for a laptop. That video is still online and yes… It’s embarrassing now 😅 Nobody watched it, and Not a single naira was raised. ----- That moment could have broken me. But instead, something clicked. I realized no one was coming to save me. So I decided to take control of my life. That same October; • I got my first Web3 gig as a community engager • The pay was ₦6,000 per month • It wasn’t much, but it was hope Then in December 2020, everything changed. • A VC paid me $500 to engage across the projects they invested in. For the first time in my life, I had real money in my hands. I withdrew ₦160,000, and I bought my first laptop. My First Laptop: That laptop is still with me today. I keep it with me as a reminder of my sheer grit and hustle. From that moment on, everything began to compound. I went on to work with and contribute to multiple Web3 and tech projects, building communities, onboarding users, managing growth, running programs, and shipping real impact across Africa. I grew from: • A student with no laptop • To help hundreds of people get jobs through my academy - The Void Academy (Many students from there are now earning working remotely) • To onboard tens of thousands of users across Africa • To manage ambassadors, communities, and growth teams Today: • I work as a User Acquisition & Marketing Manager earning a six-figure salary (₦) • I earn 6 figures (₦) bi-weekly from X creator payouts • I can afford any laptop I want • I use a phone I could only dream of back then And today… I’m officially launching the waitlist for my first product as a founder. ----- A Phone and A Dream (A Phone and A Dream | Waitlist Live) This product is deeply personal. Because I’ve lived this story. I know that talent is everywhere, but opportunity is not, and getting opportunities today starts with access to basic tools. A Phone and A Dream exists to change that. ----- So, what exactly is A Phone and A Dream? A Phone and A Dream is a social-impact platform that connects device donors with people who lack access to basic tech tools: students, builders, creators, and professionals, using the Avalanche🔺 blockchain to make every donation transparent, traceable, and impactful. We believe access to the right device can be the difference between potential and progress. I'm living proof of that, so are many of you reading this right now. This isn’t just about giving devices. It’s about unlocking opportunity. Devices that can be donated include: 1. Phones: Smartphones of all brands (Android & iOS) 2: Laptops: Windows laptops 3. MacBooks: ThinkPads and similar work machines 4. Tablets: iPads, Android tablets 5. Desktop PCs: Complete desktop setups 6. Monitors & Peripherals: Monitors/displays, Keyboards, Mice 7. External Storage: HDDs, SSDs, USB drives 8. Creator Tools: Ring lights, Microphones, Webcams, Tripods And this is important, Devices don’t have to be brand new. We accept: - New Devices - Used but functional devices - Devices that need refurbishing If it can be repaired, upgraded, or repurposed, it can still change a life. Many tech bros/girls buy a new device yearly; the old device you no longer use could be someone else’s first opportunity. ----- Benefits to You as a donor: You don’t just donate and hope for the best. You can: • Track every device donated • See where it goes • And you can follow the recipient milestones to keep updated with how they've effectively used the device (No more donations without accountability.) • You get to know the real impact of your generosity We’ve seen incredible people like I D R I S, Sir Dickson, SUPREMOS 🤍🐘, Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸, King.sol 🇶🇦 (with Rainbow's Adolf),Xeusthegreat (♟,♟), WILSON, C W E , Farmercist 👨‍🌾 🦅, just to name a few donate devices to people. The Laptop Guy (Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸) has been trying to help millions of Nigerians with devices. But one major challenge has always been tracking, reporting, and accountability on both end including the recipients, so he can tell the extent of his impact. That’s exactly what A Phone and A Dream solves. If you come onboard as a Donor on A Phone and A Dream | Waitlist Live, you get to see: • Where their device went • Who received it • What it enabled ----- Benefits to You as a recipient: You're not getting charity, you're receiving opportunity, access to tools that unlock learning, work, income, and dignity. So you don't pass through what I did. • You get a device after being approved • You get to participate in bounties, tasks, and hackathons on the platform to earn funds • You get a portfolio dashboard that you can consistently update your milestones and be accountable to your donor. ----- Lastly, we’re currently participating in the Avalanche Build Games Hackathon. This is me asking for your help, don't fade me again 😩. If you know: • Someone who can donate a device (new or refurbished) • Someone who can amplify this mission • Share the website with them • Also help me like, repost, quote, and share this post Please tag them in the comments, tag accounts that can help amplify this mission, and let the world see. Part of the rewards if we get selected and go on to win the hackathon will be used to fund new devices to go live on the platform. (Help us make this happen.) If you’re a recipient, you can visit our website (Website is in my bio and also in the comment) and join the waitlist. ⚠️ Important: The first batch of devices priority will go to users on the waitlist, our Day 1 champs. A Phone and A Dream is here to change lives by giving you access. You can help this mission by: • Tagging potential donors • Tagging amplifiers and your friends • Sharing our website • Encouraging people to join the waitlist Five years ago, I begged for a laptop. Today, I’m building a system so others don’t have to beg. ♥ The website is on my bio and in the comment, also see it on A Phone and A Dream | Waitlist Live's bio.

BIG JO | A Phone and A Dream 2026 📱 🐐

26,772 просмотров • 6 месяцев назад

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!
4:46

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

84,951 просмотров • 2 месяцев назад

Marathon | Ultimate Overview, Gameplay, Hands-On Impressions ▪️Team based extraction shooter set on Tau Ceti IV, scavenge remains of a lost colony for glory and fortune ▪️Launch: Coming to PS5, Xbox and PC on September 23 ▪️Will be a "premium" product, meaning not F2P ▪️"Weapons and movement feels crisp, fluid, and incredibly satisfying in that rarified way that few studios can achieve" ▪️3 maps, 6 runner classes at launch, more to follow post-launch ▪️Plans to support the game with new maps, weapons, characters, and more as it goes on ▪️Ranked play, end game challenges, seasonal storytelling, secrets to discover, community events all in Season One with more content coming ▪️You play as a "runner", cybernetic mercenary who's given up their human form for a bio-synthetic shell with unique abilities and stats ▪️Runner Types: "Locus" is a soldier class for pushing forward, can use a shield, "Void" is stealth, sneak by undetected, use smoke grenades, "Blackbird" is reconnaissance based, find players, positioning, and more ▪️Uncover secrets hidden in the wake of the original Marathon trilogy's events - how and where this overlaps or clashes with the original games "is a story that will unfold over time" ▪️Objective is to get in, get as much loot as you can, and get out alive ▪️If you die, your gear and loot will be up for grabs. Survive and you can take your gear with you on future runs as you grow in power and fill your vault ▪️Fight in a crew of up to 3 players, various map sizes up to 18 players ▪️PvP + PvE, battle other players, security forces, and "otherworldly threats" ▪️Contextual pings, shared objectives, down-but-not-out mechanics ▪️Environments are filled with weapons, materials, items, resources, cores, keys, backpacks, secrets etc to find You can find things like backpacks that expand your inventory, powerful and unique weapons, consumables to heal yourself, ▪️Select your runner, strategically build your loadouts pre-match ▪️Factions in the game can sponsor you and your loadout ▪️You have the freedom to opt out of crew fill and take all the glory for yourself as a solo runner ▪️"This is probably the best-looking, best-feeling extraction shooter ever made", not easy for newcomers to the genre, can be tough to get into, but one previewer was "reluctant to put Marathon down. This is a good sign – the best thing I can say after any preview is that I want more – but big questions remain" ▪️No two matches ever play out the same, dynamic events, variable weather, unpredictable players etc ▪️Customization: Each Runner "brings their own flair", but serve as foundations to customize your playstyle - collect implants and equipment to augment your Runner, like stacking implants/upgrades to reduce heat build-up to allow you to keep running, jumping, sliding longer ▪️Contracts: "Ingenious" incentives, finish contracts you accept for permanent upgrades to your stats, add precious items like grenades, shields, inventory-expanding backpacks, etc to your market. The bigger your market, the better your minimum loadout becomes ▪️Contracts provide "valuable direction", bring welcome diversity and add a "precious hit of semi-permanent progression" ▪️Prestige Cores: Rare items that can "really push the boundaries" (ex: Glitch has an upgrade that turns double jump into triple jump for more manueverability) ▪️Another rare item is a backpack that turns you invisible while interacting with containers (very useful when everyone on the map is hunting you) ▪️Each match "feels like the most important one ever", high stakes, "surprisingly challenging AI enemies" that were "much, much better at surrounding and overwhelming players than the vast majority of AI enemies found in other games" ▪️Having a balanced crew helps in exploring the "dark and forgotten places" in maps - filled with deadly creatures like a species of giant ticks who swarm you frantically ▪️Battles can become frantic as you encounter other crews, stalk them across the map, encounter AI enemies to fend off when others come to claim your loot (one preview battle turned into a 9 player free-for-all) ▪️Downside could be the reward system where skilled players enter fresh matches with high level gear that outmatches less skilled players, though Bungie says it has gone out of its way to try and make it where a poorly equipped squad can still stand a chance if they play well ▪️Even if you die, you can can still get upgrades, improve your reputation with factions, advance in perk trees, etc by completing various quests, looting chests, or fulfilling specific objectives which unlock new bits of story and can grant perks like buying slightly better gear from vendors ▪️"The world Bungie has built is every bit as beautiful as it is creepy and dystopian, and there are moments where they satisfyingly hint at the events of the Marathon trilogy from the ‘90s", though "what little I saw did only slightly more than pay lip service to the world" ▪️Uses the seasonal reset model like in Diablo 4, where players are stripped of their loot and progress at the end of each season to mix things up with new content and new meta ▪️Game is designed to get you killed, Bungie expects average exfiltration rates to be comfortably below 50% ▪️"You will lose a lot, and losing hurts a lot[...]Extracts are snapshots of this unpredictability. That white-knuckle countdown may become a gut-punch defeat, an unforgettable clutch, a desperate last-second dive into the portal as your downed allies watch in envy and horror (couldn't be me), or an unnerving anticlimax. It's not always a pleasant one, but it is a strong emotional hook" ▪️Some previewers worried about variety, weren't impressed with the objectives in the alpha, like hunting computer monitors on the map, sprinting over, marking dropships, sprinting over, and repeating, though random events help spice things up ▪️Not a 20-map game says Bungie, map design "does have that sticky battle royale quality of generating memories", though still worried 3-4 medium sized maps might not be enough ▪️Bungie's "verbiage" on updates sounds like possibly 1 new map a year + refreshing existing ones in between, which could work in its favor pushing players to really learn maps, but will they hold up over hundreds of hours? ▪️Fights are decided by gun skill, clever ability use, map awareness, how strong your shield is, how many healing supplies you have, etc ▪️Example: If you have one bar of shield and enemy has four, you'll lose 1v1, but change it up with powerful grenades, status effects like toxic or overheat, backpacks are "transformative", etc Gameplay Trailer ▶️ Gameplay Overview ▶️ PS Blog ➡️ IGN ➡️ GamesRadar ➡️ ▶️
2:58

Marathon | Ultimate Overview, Gameplay, Hands-On Impressions ▪️Team based extraction shooter set on Tau Ceti IV, scavenge remains of a lost colony for glory and fortune ▪️Launch: Coming to PS5, Xbox and PC on September 23 ▪️Will be a "premium" product, meaning not F2P ▪️"Weapons and movement feels crisp, fluid, and incredibly satisfying in that rarified way that few studios can achieve" ▪️3 maps, 6 runner classes at launch, more to follow post-launch ▪️Plans to support the game with new maps, weapons, characters, and more as it goes on ▪️Ranked play, end game challenges, seasonal storytelling, secrets to discover, community events all in Season One with more content coming ▪️You play as a "runner", cybernetic mercenary who's given up their human form for a bio-synthetic shell with unique abilities and stats ▪️Runner Types: "Locus" is a soldier class for pushing forward, can use a shield, "Void" is stealth, sneak by undetected, use smoke grenades, "Blackbird" is reconnaissance based, find players, positioning, and more ▪️Uncover secrets hidden in the wake of the original Marathon trilogy's events - how and where this overlaps or clashes with the original games "is a story that will unfold over time" ▪️Objective is to get in, get as much loot as you can, and get out alive ▪️If you die, your gear and loot will be up for grabs. Survive and you can take your gear with you on future runs as you grow in power and fill your vault ▪️Fight in a crew of up to 3 players, various map sizes up to 18 players ▪️PvP + PvE, battle other players, security forces, and "otherworldly threats" ▪️Contextual pings, shared objectives, down-but-not-out mechanics ▪️Environments are filled with weapons, materials, items, resources, cores, keys, backpacks, secrets etc to find You can find things like backpacks that expand your inventory, powerful and unique weapons, consumables to heal yourself, ▪️Select your runner, strategically build your loadouts pre-match ▪️Factions in the game can sponsor you and your loadout ▪️You have the freedom to opt out of crew fill and take all the glory for yourself as a solo runner ▪️"This is probably the best-looking, best-feeling extraction shooter ever made", not easy for newcomers to the genre, can be tough to get into, but one previewer was "reluctant to put Marathon down. This is a good sign – the best thing I can say after any preview is that I want more – but big questions remain" ▪️No two matches ever play out the same, dynamic events, variable weather, unpredictable players etc ▪️Customization: Each Runner "brings their own flair", but serve as foundations to customize your playstyle - collect implants and equipment to augment your Runner, like stacking implants/upgrades to reduce heat build-up to allow you to keep running, jumping, sliding longer ▪️Contracts: "Ingenious" incentives, finish contracts you accept for permanent upgrades to your stats, add precious items like grenades, shields, inventory-expanding backpacks, etc to your market. The bigger your market, the better your minimum loadout becomes ▪️Contracts provide "valuable direction", bring welcome diversity and add a "precious hit of semi-permanent progression" ▪️Prestige Cores: Rare items that can "really push the boundaries" (ex: Glitch has an upgrade that turns double jump into triple jump for more manueverability) ▪️Another rare item is a backpack that turns you invisible while interacting with containers (very useful when everyone on the map is hunting you) ▪️Each match "feels like the most important one ever", high stakes, "surprisingly challenging AI enemies" that were "much, much better at surrounding and overwhelming players than the vast majority of AI enemies found in other games" ▪️Having a balanced crew helps in exploring the "dark and forgotten places" in maps - filled with deadly creatures like a species of giant ticks who swarm you frantically ▪️Battles can become frantic as you encounter other crews, stalk them across the map, encounter AI enemies to fend off when others come to claim your loot (one preview battle turned into a 9 player free-for-all) ▪️Downside could be the reward system where skilled players enter fresh matches with high level gear that outmatches less skilled players, though Bungie says it has gone out of its way to try and make it where a poorly equipped squad can still stand a chance if they play well ▪️Even if you die, you can can still get upgrades, improve your reputation with factions, advance in perk trees, etc by completing various quests, looting chests, or fulfilling specific objectives which unlock new bits of story and can grant perks like buying slightly better gear from vendors ▪️"The world Bungie has built is every bit as beautiful as it is creepy and dystopian, and there are moments where they satisfyingly hint at the events of the Marathon trilogy from the ‘90s", though "what little I saw did only slightly more than pay lip service to the world" ▪️Uses the seasonal reset model like in Diablo 4, where players are stripped of their loot and progress at the end of each season to mix things up with new content and new meta ▪️Game is designed to get you killed, Bungie expects average exfiltration rates to be comfortably below 50% ▪️"You will lose a lot, and losing hurts a lot[...]Extracts are snapshots of this unpredictability. That white-knuckle countdown may become a gut-punch defeat, an unforgettable clutch, a desperate last-second dive into the portal as your downed allies watch in envy and horror (couldn't be me), or an unnerving anticlimax. It's not always a pleasant one, but it is a strong emotional hook" ▪️Some previewers worried about variety, weren't impressed with the objectives in the alpha, like hunting computer monitors on the map, sprinting over, marking dropships, sprinting over, and repeating, though random events help spice things up ▪️Not a 20-map game says Bungie, map design "does have that sticky battle royale quality of generating memories", though still worried 3-4 medium sized maps might not be enough ▪️Bungie's "verbiage" on updates sounds like possibly 1 new map a year + refreshing existing ones in between, which could work in its favor pushing players to really learn maps, but will they hold up over hundreds of hours? ▪️Fights are decided by gun skill, clever ability use, map awareness, how strong your shield is, how many healing supplies you have, etc ▪️Example: If you have one bar of shield and enemy has four, you'll lose 1v1, but change it up with powerful grenades, status effects like toxic or overheat, backpacks are "transformative", etc Gameplay Trailer ▶️ Gameplay Overview ▶️ PS Blog ➡️ IGN ➡️ GamesRadar ➡️ ▶️

Shinobi602

181,743 просмотров • 1 год назад

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!
13:03

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!

Mike

301,322 просмотров • 3 месяцев назад

WHAT YOU'VE HEARD: "MLK was shot with a .30-06 and it didn't leave an exit wound." (🔖Bookmark and share this. Arm yourself with the truth and information) Both of the above claims are false. He wasn't shot with a .30-06 and there was indeed an exit wound. The confusion arises because the fedsloppers are repeating fedslop talking points from a previous conspiracy/cover-up ass*ssination. Peak irony. Garbage in, garbage out. ▪️CLAIM 1: "IT DIDN'T LEAVE AN EXIT WOUND"▪️ In 1976-79, the House Select Committee on Assassinations investigated the MLK assassination and determined the following: 1. Dr. Francisco's original autopsy was "DEFICIENT" because he never actually determined the complete bullet wound track. (see attachments below) 2. According to the committee's medical panel reconstruction, the bullet entered, exited & then re-entered according to this track: 1. INITIAL ENTRANCE: right cheek/face. The entrance was approximately 1 inch to the right and ½ inch below the corner of the mouth. 2. After passing through the cheek, the bullet struck and shattered the right jawbone. 3. EXIT: The bullet then exited through the bottom portion of the right side of the chin, LEAVING THE BODY. 4. Before re-entering the body, the bullet crossed through the upper-neck clothing. MLK's shirt collar was perforated and torn, his tie was completely torn in half, and the suit jacket lapel was struck tangentially in its edge, tearing the inner lining. 5. SECONDARY RE-ENTRY: The bullet re-entered the base of the neck just above the right collarbone. 6. From the neck re-entry, the bullet continued right-to-left, front-to-back, and downward, injuring the jugular vein, carotid artery, subclavian artery, and vertebral artery. 7. Additional soft-tissue injuries included a submucosal hemorrhage of the larynx and an intrapulmonary hematoma at the top of the right upper lung as consequences of being adjacent to the wound path, but they were not penetrated by the bullet itself. 8. As the bullet continued leftward/backward, the first and second ribs—particularly their posterior portions near where they join the spine—were fractured and displaced. 9. There was extensive destruction of bone around the lowest cervical and upper thoracic vertebrae, corresponding to C7 and T1, and there was a major, corresponding devastating spinal-cord injury. 10. The remaining bullet fragment continued into the left upper back and stopped just beneath the skin, approximately 3 inches left of the spinal midline. IOW, it very nearly exited the body a 2nd time. BULLET PATH & DAMAGE SUMMARY: Right cheek entrance → fractured right jaw → mouth → lower-right chin exit → shirt collar + tie + jacket lapel edge damage → neck re-entry above right clavicle → jugular vein + carotid/subclavian/vertebral arteries + major nerves → posterior 1st/2nd ribs → C7/T1 spinal column → severe spinal-cord injury → left upper back subcutaneous termination. So the bullet entered, hit one of the strongest bones in the body, EXITED, then re-entered, did a ton more damage, and nearly exited again. But even that's not the whole story. ▪️CLAIM #2: "HE WAS SHOT WITH A .30-06"▪️ Let's review the alleged murder weapon & bullet. 1. The *FBI tested the Remington 760 Gamemaster—the alleged murder weapon—and found its sighting to be off by 3 inches TO THE RIGHT and down about an inch. This is important because the Select Committee found that the fatal bullet struck King nearly STRAIGHT ON to the RIGHT SIDE of his face. Did James Earl Ray aim to the left of King's head? Absurd. If he'd aimed for center head, it should have hit King 3 inches over to the right on the LEFT SIDE of his face, but it didn't. It him over to the left, on the right side of his face. (*Assuming the FBI can even be trusted, since it was spying on MLK, and helped spring James Earl Ray from jail to set him up as patsy. The DOJ has never released these files or the targets from the "test" to support its claim). 2. Surprise! Complete ballistics were never originally performed on the death slug. Only enough to claim that the death slug was "consistent" with a round of 30-06 ammunition. (sound familiar?) The ballistics evidence at that point couldn't exclude or affirm the gun as the murder weapon (again, sound familiar?) However, as the last judge overseeing the case before James Earl Ray died, Joe Brown finally ordered full ballistics testing performed. It was then found that the death slug did NOT match the Remington 760 Gamemaster: The death slug had a rifling twist of 1 turn per 11.25 inches. The alleged murder weapon (the Remington 760 Gamemaster) had a rifling twist of 1 turn per 10 inches plus a bad manufacturing defect not found on the death slug, thereby excluding the gun as the murder weapon. (see video below) 3. Of secondary importance, the death slug did not metallurgically match 4 of the 5 unfired .30-06 rounds left in the drop bundle along with the gun. The compromised FBI acknowledges this mismatch, but says "Not so fast, none of the 4 unspent rounds match each other, either, but the 5th round is consistent with the death slug." IOW, the FBI's position was: the 4 rounds don't match each other, so this test isn't meaningful, except when there is a match to the 5th round, then it's meaningful. lol 4. Judge Brown asserts the death slug was actually a special subsonic NATO 7.62 round shot from an XM-21 rifle with a suppressor to slow the projectile down to less than supersonic velocity. (see video below) As I said above, the death slug was determined to be "consistent with" a .30-06. Well, 7.62 & .30-06 are indeed the same diameter. So a 7.62 slug will "be consistent with" a .30-06 slug, especially after the amount of degradation seen on the King slug (it lost about 2/3 of its material along the wound track). Furthermore, subsonic 7.62 ammunition is designed to travel around only 1,000 fps, rather than the standard round's speed of about 2,800 fps. The astute will realize that such a reduced velocity will have far less destructive power and penetrating force—which helps explain why the slug that hit MLK only exited once and then pinballed around a bit after it re-entered his body, lacking the penetrating power to exit a 2nd time. 5. After allegedly shooting MLK, the Remington 760 Gamemaster, the unspent bullets, the alleged spent shell casing from the alleged death shot, and all of his possessions (including pliers & a tack hammer—just missing a screwdriver!) were allegedly dropped in a nice, neat bundle wrapped in a blanket by James Earl Ray in the doorway of Canipe's Amusements just before he reached his car for the perfect getaway. Doesn't that all just sound convenient and familiar? 'Yes, I got away clean, but first Ima leave all this stuff behind to incriminate myself.' (see attachment below) Doesn't that sound like someone else who left the gun & unspent bullets wrapped in a nice bundle in a towel before reaching his car fire a clean gateway? A gun that BTW can't be matched to the alleged death bullet—but is "consistent" with it! It's like there's a playbook for these set-ups. Lol. Lmfao. Why hasn't the FBI released Tyler Robinson's Mauser back to the state of Utah? Has its sighting been tested after Tyler allegedly stuffed it in his pants and walked it all over campus? Why hasn't the FBI made it available to Tyler's defense for examination and testing? What are they afraid of? ********** In the 1999 civil trial verdict, a jury was allowed to examine much of this evidence (and more) in a court of law for the first time. Based on what I've summarized here and other voluminous evidence & testimony, the jury determined that King was assassinated by Loyd Jowers and a government conspiracy/cover-up. That is the ONLY OFFICIAL FINDING from a court of law in this case. Yet these dolts and sloppers continue to spread the fedslop narrative from MLK's case in order to affirm the fedslop narrative in the Charlie Kirk case. Garbage in, garbage out. How compromised do you have to be to not only pledge your allegiance to the fedslop now, but also to a 58-year old fedslop narrative that was already negated by a court of law 27 years ago? Lol
3:19

WHAT YOU'VE HEARD: "MLK was shot with a .30-06 and it didn't leave an exit wound." (🔖Bookmark and share this. Arm yourself with the truth and information) Both of the above claims are false. He wasn't shot with a .30-06 and there was indeed an exit wound. The confusion arises because the fedsloppers are repeating fedslop talking points from a previous conspiracy/cover-up ass*ssination. Peak irony. Garbage in, garbage out. ▪️CLAIM 1: "IT DIDN'T LEAVE AN EXIT WOUND"▪️ In 1976-79, the House Select Committee on Assassinations investigated the MLK assassination and determined the following: 1. Dr. Francisco's original autopsy was "DEFICIENT" because he never actually determined the complete bullet wound track. (see attachments below) 2. According to the committee's medical panel reconstruction, the bullet entered, exited & then re-entered according to this track: 1. INITIAL ENTRANCE: right cheek/face. The entrance was approximately 1 inch to the right and ½ inch below the corner of the mouth. 2. After passing through the cheek, the bullet struck and shattered the right jawbone. 3. EXIT: The bullet then exited through the bottom portion of the right side of the chin, LEAVING THE BODY. 4. Before re-entering the body, the bullet crossed through the upper-neck clothing. MLK's shirt collar was perforated and torn, his tie was completely torn in half, and the suit jacket lapel was struck tangentially in its edge, tearing the inner lining. 5. SECONDARY RE-ENTRY: The bullet re-entered the base of the neck just above the right collarbone. 6. From the neck re-entry, the bullet continued right-to-left, front-to-back, and downward, injuring the jugular vein, carotid artery, subclavian artery, and vertebral artery. 7. Additional soft-tissue injuries included a submucosal hemorrhage of the larynx and an intrapulmonary hematoma at the top of the right upper lung as consequences of being adjacent to the wound path, but they were not penetrated by the bullet itself. 8. As the bullet continued leftward/backward, the first and second ribs—particularly their posterior portions near where they join the spine—were fractured and displaced. 9. There was extensive destruction of bone around the lowest cervical and upper thoracic vertebrae, corresponding to C7 and T1, and there was a major, corresponding devastating spinal-cord injury. 10. The remaining bullet fragment continued into the left upper back and stopped just beneath the skin, approximately 3 inches left of the spinal midline. IOW, it very nearly exited the body a 2nd time. BULLET PATH & DAMAGE SUMMARY: Right cheek entrance → fractured right jaw → mouth → lower-right chin exit → shirt collar + tie + jacket lapel edge damage → neck re-entry above right clavicle → jugular vein + carotid/subclavian/vertebral arteries + major nerves → posterior 1st/2nd ribs → C7/T1 spinal column → severe spinal-cord injury → left upper back subcutaneous termination. So the bullet entered, hit one of the strongest bones in the body, EXITED, then re-entered, did a ton more damage, and nearly exited again. But even that's not the whole story. ▪️CLAIM #2: "HE WAS SHOT WITH A .30-06"▪️ Let's review the alleged murder weapon & bullet. 1. The *FBI tested the Remington 760 Gamemaster—the alleged murder weapon—and found its sighting to be off by 3 inches TO THE RIGHT and down about an inch. This is important because the Select Committee found that the fatal bullet struck King nearly STRAIGHT ON to the RIGHT SIDE of his face. Did James Earl Ray aim to the left of King's head? Absurd. If he'd aimed for center head, it should have hit King 3 inches over to the right on the LEFT SIDE of his face, but it didn't. It him over to the left, on the right side of his face. (*Assuming the FBI can even be trusted, since it was spying on MLK, and helped spring James Earl Ray from jail to set him up as patsy. The DOJ has never released these files or the targets from the "test" to support its claim). 2. Surprise! Complete ballistics were never originally performed on the death slug. Only enough to claim that the death slug was "consistent" with a round of 30-06 ammunition. (sound familiar?) The ballistics evidence at that point couldn't exclude or affirm the gun as the murder weapon (again, sound familiar?) However, as the last judge overseeing the case before James Earl Ray died, Joe Brown finally ordered full ballistics testing performed. It was then found that the death slug did NOT match the Remington 760 Gamemaster: The death slug had a rifling twist of 1 turn per 11.25 inches. The alleged murder weapon (the Remington 760 Gamemaster) had a rifling twist of 1 turn per 10 inches plus a bad manufacturing defect not found on the death slug, thereby excluding the gun as the murder weapon. (see video below) 3. Of secondary importance, the death slug did not metallurgically match 4 of the 5 unfired .30-06 rounds left in the drop bundle along with the gun. The compromised FBI acknowledges this mismatch, but says "Not so fast, none of the 4 unspent rounds match each other, either, but the 5th round is consistent with the death slug." IOW, the FBI's position was: the 4 rounds don't match each other, so this test isn't meaningful, except when there is a match to the 5th round, then it's meaningful. lol 4. Judge Brown asserts the death slug was actually a special subsonic NATO 7.62 round shot from an XM-21 rifle with a suppressor to slow the projectile down to less than supersonic velocity. (see video below) As I said above, the death slug was determined to be "consistent with" a .30-06. Well, 7.62 & .30-06 are indeed the same diameter. So a 7.62 slug will "be consistent with" a .30-06 slug, especially after the amount of degradation seen on the King slug (it lost about 2/3 of its material along the wound track). Furthermore, subsonic 7.62 ammunition is designed to travel around only 1,000 fps, rather than the standard round's speed of about 2,800 fps. The astute will realize that such a reduced velocity will have far less destructive power and penetrating force—which helps explain why the slug that hit MLK only exited once and then pinballed around a bit after it re-entered his body, lacking the penetrating power to exit a 2nd time. 5. After allegedly shooting MLK, the Remington 760 Gamemaster, the unspent bullets, the alleged spent shell casing from the alleged death shot, and all of his possessions (including pliers & a tack hammer—just missing a screwdriver!) were allegedly dropped in a nice, neat bundle wrapped in a blanket by James Earl Ray in the doorway of Canipe's Amusements just before he reached his car for the perfect getaway. Doesn't that all just sound convenient and familiar? 'Yes, I got away clean, but first Ima leave all this stuff behind to incriminate myself.' (see attachment below) Doesn't that sound like someone else who left the gun & unspent bullets wrapped in a nice bundle in a towel before reaching his car fire a clean gateway? A gun that BTW can't be matched to the alleged death bullet—but is "consistent" with it! It's like there's a playbook for these set-ups. Lol. Lmfao. Why hasn't the FBI released Tyler Robinson's Mauser back to the state of Utah? Has its sighting been tested after Tyler allegedly stuffed it in his pants and walked it all over campus? Why hasn't the FBI made it available to Tyler's defense for examination and testing? What are they afraid of? ********** In the 1999 civil trial verdict, a jury was allowed to examine much of this evidence (and more) in a court of law for the first time. Based on what I've summarized here and other voluminous evidence & testimony, the jury determined that King was assassinated by Loyd Jowers and a government conspiracy/cover-up. That is the ONLY OFFICIAL FINDING from a court of law in this case. Yet these dolts and sloppers continue to spread the fedslop narrative from MLK's case in order to affirm the fedslop narrative in the Charlie Kirk case. Garbage in, garbage out. How compromised do you have to be to not only pledge your allegiance to the fedslop now, but also to a 58-year old fedslop narrative that was already negated by a court of law 27 years ago? Lol

Sam Parker 🇺🇸🧯

68,632 просмотров • 6 дней назад

Make Something Wonderful is 250 pages of Steve Jobs in his own words, speaking directly to you. The book contains some of Steve's ideas that I've never found anywhere else. Notes from the book: 1. He didn't care about being right. He cared about being excellent. 2. His mind was never a captive of reality. 3. He said working with great people gives you access to wisdom that you can't buy for love or money. 4. He believed technology should be streamlined and practical, simple and sophisticated, and that it should be a tool for enhancing creativity as much as productivity. 5. He believed you should ambush your customers. Meet them where they are. 6. His ideas were not arguments, but intuitions. He had a true inner freedom and an epic sense of possibility. 7. He gave an extraordinary amount of thought to how best to use our fleeting time. 8. By the time he was thirty he was the public face of a Fortune 500 company. 9. At Apple’s first board meeting he put his bare feet on a conference room table. 10. He said you should think of your life as a rainbow arching across the horizon of this world. You appear, have a chance to blaze in the sky, then you disappear. 11. He possessed unbelievable rigor that he imposed first, and most strenuously, on himself. 12. He saw clearly (1) what was not there, (2) what could be there, (3) what had to be there. 13. He said early Apple employees were more like poets and painters than cold technologists. That the passion they put into their products were completely indistinguishable from other creative fields. He said their work was a form of love. 14. He had a verbal mastery that was obvious at a young age. He used simple, descriptive language, told stories, and repeated lines and ideas that were important. 15. He thought it was inevitable that computers would be the dominant medium of human communication. He said this in 1983. 16. He had a talent for spotting markets full of second-rate products. 17. He said you could tell how important a product was based on the amount of time people spent interacting with it. As a result he thought it was inevitable that more design talent would shift from the automobile (1 or 2 hours a day) to computers (6+ hours a day). He said this in the 80s. 18. He said that books kept him out of jail and that it’s a shame there are so many mediocre teachers. 19. Like many great entrepreneurs before him, Steve knew what he wanted to do, but didn't know how to do it yet. He said he wanted to make an insanely great computer that was the size of a book. What he described sounded a lot like an iPad. He said this in the 80s. 20. He believed that you should use your unique set of talents to make things that make the lives of other people better. Most people just take. He said "the ability to put something back into the pool of human experience is extremely neat." 21. He would tell his team “You work for Apple first and your boss second.” He felt strongly about that. 22. He was constantly placing the products he was making in a historical perspective, like comparing the Macintosh to the invention of the telephone. 23. He believed you needed to give yourself more time to make mistakes. He said his taste got more refined as he made mistakes. He said that making mistakes over a long period of time made his aesthetics better. 24. He said the key ingredient to making something great was time. 25. He said he wanted to spend his life building things. He could have retired to a beach in his 20s and thought that was disgusting. 26. He was interested in learning how to hone a company down to its essence. 27. You read this book and a thought jumps out at you: How many people are willing to go through a decade of failure without quitting? Steve had the capacity to take pain. 28. He believed it was better to focus on what you're actually passionate about, instead of what you think will make you the most money. He made the most money that way. 29. He listened to older, wiser entrepreneurs and let them shape and mold his thinking. 30. He wasn't afraid to fail, but had to coach himself to adopt that trait. He didn't want to fail, but he wasn't afraid of it. 31. He said don't let your differentiation evaporate. 32. He said if you let your differentiation evaporate the only solution is innovation. 33. He believed great ideas don't map onto corporate hierarchy. 34. He was incapable of thinking that his work and his life were different, separate things. 35. He said the most important things in life are not the goal-oriented, materialistic things. He said you should tap into the world’s magical, mystical, and artistic sides. 36. He paid attention to subtle insights. He was guided by intuition. 37. He didn't believe in the concept or a career, or think it was wise to follow well-worn paths laid out by others. 38. He said most people make the mistake of not thinking about death. He said: "For me it’s the opposite: to know my arc will fall, makes me want to blaze while I am in the sky." 39. He thought Walt Disney had a great idea: Edit before you make it. 40. He said no amount of technology can turn a bad story into a good story. 41. He believed storytellers were the most powerful people in the world. 42. He believed if you didn't have great people you were doomed. 43. He found great people by looking at great results and finding out who was responsible for them. 44. This is how he interviewed people: "In an interview I will purposely upset someone: I’ll criticize their prior work. I’ll do my homework, find out what they worked on and say, “God, that really turned out to be a bomb. That really turned out to be a bozo product. Why did you work on that?” The worst thing that someone can do in an interview is to agree with me and knuckle under. What I look for is for someone to come right back and say, “You’re dead wrong and here’s why.” 45. He believed the job of the leader was to make sure the work is as good as it should be, and to get people to stretch beyond their best. 46. He believed the job of the leader was to cajole, and beg, and plead, and threaten at times—to do whatever is necessary to get people to see things in a bigger and more profound way and to have them do better work than they thought they could do. 47. He believed the priorities of the leader were (1) recruit, (2) set an overall direction, and (3) inspire and cajole and persuade. 48. He believed a creative company should have a risk-taking, creative environment on the product side and a fiscally conservative environment on the business side. 49. He believed you have to choose what you put your love into really carefully. 50. He had a remarkably consistent set of values that he held dear: Life is short; don’t waste it. Tell the truth. Technology should enhance human creativity. Process matters. Beauty matters. Details matter. The world we know is a human creation—and we can push it forward. 51. He thought when deciding what to work on that you should ask yourself: "What do I give a shit about?" And then go do that. 52. He would never sell Apple. Not for all the money in the world. 53. He believed you should master the basics, simplify the product line, and focus on the gems. 54. He believed marketing was about values. That the world is noisy and you should focus on telling customers what you believe in and what you stand for. 55. He believed one way to invest in yourself is by exploring uncharted paths that are different from your past experiences. You know it's an uncharted path when you have no idea where it will lead. 56. He believed that people that think they’re following a safe path pay the highest price of all. They won't realize it for a decade or two — and by then it's too late. 57. He didn't believe in resting on laurels or sleeping on wins. Make something great. Then do it again. 58. He imagined what reality lacked and set out to remedy it. 59. He believed in straight forward, clear communication. If the work isn't good enough you have to tell them straight: "This isn't good enough. I know you can do better. You need to do better. Now go do better." 60. He remained driven by a mission to "put something back into the pool of human experience." 61. He believed in the basics: great product, great marketing, great distribution. 62. He believed you must keep up with innovations in distribution. 63. He believed brands take decades to build. 64. He would capture the evolution of his own thinking by emailing himself. 65. He viewed Apple has the world's premier bridge builder between normal people and the exploding world of high technology. 66. He wanted to demystify technology. 67. He believed excellence was a habit and we are what we repeatedly do. 68. He believed you should be curious about what came before you and you should spend time to learn about it. 69. He believed you simply could not mix messages when selling something new. A customer can barely handle one great new idea, let alone several. 70. He said it's a circus world and you'll never know what's around the next corner. 71. He believed in management by values. Which means (1) find people that want the same things you want and (2) figure out the best way to get those things along the way. 72. He believed in the mantra: Finding the right people is half the battle. 73. He said you can't plan to meet the people who will change your life. 74. He believed everything is temporary — there is no such thing as safety. 75. He believed that your life is a story and that you should remember that your life is a story and that you should always act like your life is a story. 76. He believed in rejecting dogma, which he defined as living with the results of other people's thinking. He said that dogma can be so loud that it can drown out your own inner voice and you should avoid this. 77. He believed a great place to start was by improving a product you hate. If you can make something you love, you can convince other people to love it too. 78. He said all glory is fleeting and you should just get back to making something wonderful. I'm really proud of the episode I made about this book. You'll learn a lot from Steve by listening to it. You can watch/listen to it in full here, or in your favorite podcast app.
2:01:22

Make Something Wonderful is 250 pages of Steve Jobs in his own words, speaking directly to you. The book contains some of Steve's ideas that I've never found anywhere else. Notes from the book: 1. He didn't care about being right. He cared about being excellent. 2. His mind was never a captive of reality. 3. He said working with great people gives you access to wisdom that you can't buy for love or money. 4. He believed technology should be streamlined and practical, simple and sophisticated, and that it should be a tool for enhancing creativity as much as productivity. 5. He believed you should ambush your customers. Meet them where they are. 6. His ideas were not arguments, but intuitions. He had a true inner freedom and an epic sense of possibility. 7. He gave an extraordinary amount of thought to how best to use our fleeting time. 8. By the time he was thirty he was the public face of a Fortune 500 company. 9. At Apple’s first board meeting he put his bare feet on a conference room table. 10. He said you should think of your life as a rainbow arching across the horizon of this world. You appear, have a chance to blaze in the sky, then you disappear. 11. He possessed unbelievable rigor that he imposed first, and most strenuously, on himself. 12. He saw clearly (1) what was not there, (2) what could be there, (3) what had to be there. 13. He said early Apple employees were more like poets and painters than cold technologists. That the passion they put into their products were completely indistinguishable from other creative fields. He said their work was a form of love. 14. He had a verbal mastery that was obvious at a young age. He used simple, descriptive language, told stories, and repeated lines and ideas that were important. 15. He thought it was inevitable that computers would be the dominant medium of human communication. He said this in 1983. 16. He had a talent for spotting markets full of second-rate products. 17. He said you could tell how important a product was based on the amount of time people spent interacting with it. As a result he thought it was inevitable that more design talent would shift from the automobile (1 or 2 hours a day) to computers (6+ hours a day). He said this in the 80s. 18. He said that books kept him out of jail and that it’s a shame there are so many mediocre teachers. 19. Like many great entrepreneurs before him, Steve knew what he wanted to do, but didn't know how to do it yet. He said he wanted to make an insanely great computer that was the size of a book. What he described sounded a lot like an iPad. He said this in the 80s. 20. He believed that you should use your unique set of talents to make things that make the lives of other people better. Most people just take. He said "the ability to put something back into the pool of human experience is extremely neat." 21. He would tell his team “You work for Apple first and your boss second.” He felt strongly about that. 22. He was constantly placing the products he was making in a historical perspective, like comparing the Macintosh to the invention of the telephone. 23. He believed you needed to give yourself more time to make mistakes. He said his taste got more refined as he made mistakes. He said that making mistakes over a long period of time made his aesthetics better. 24. He said the key ingredient to making something great was time. 25. He said he wanted to spend his life building things. He could have retired to a beach in his 20s and thought that was disgusting. 26. He was interested in learning how to hone a company down to its essence. 27. You read this book and a thought jumps out at you: How many people are willing to go through a decade of failure without quitting? Steve had the capacity to take pain. 28. He believed it was better to focus on what you're actually passionate about, instead of what you think will make you the most money. He made the most money that way. 29. He listened to older, wiser entrepreneurs and let them shape and mold his thinking. 30. He wasn't afraid to fail, but had to coach himself to adopt that trait. He didn't want to fail, but he wasn't afraid of it. 31. He said don't let your differentiation evaporate. 32. He said if you let your differentiation evaporate the only solution is innovation. 33. He believed great ideas don't map onto corporate hierarchy. 34. He was incapable of thinking that his work and his life were different, separate things. 35. He said the most important things in life are not the goal-oriented, materialistic things. He said you should tap into the world’s magical, mystical, and artistic sides. 36. He paid attention to subtle insights. He was guided by intuition. 37. He didn't believe in the concept or a career, or think it was wise to follow well-worn paths laid out by others. 38. He said most people make the mistake of not thinking about death. He said: "For me it’s the opposite: to know my arc will fall, makes me want to blaze while I am in the sky." 39. He thought Walt Disney had a great idea: Edit before you make it. 40. He said no amount of technology can turn a bad story into a good story. 41. He believed storytellers were the most powerful people in the world. 42. He believed if you didn't have great people you were doomed. 43. He found great people by looking at great results and finding out who was responsible for them. 44. This is how he interviewed people: "In an interview I will purposely upset someone: I’ll criticize their prior work. I’ll do my homework, find out what they worked on and say, “God, that really turned out to be a bomb. That really turned out to be a bozo product. Why did you work on that?” The worst thing that someone can do in an interview is to agree with me and knuckle under. What I look for is for someone to come right back and say, “You’re dead wrong and here’s why.” 45. He believed the job of the leader was to make sure the work is as good as it should be, and to get people to stretch beyond their best. 46. He believed the job of the leader was to cajole, and beg, and plead, and threaten at times—to do whatever is necessary to get people to see things in a bigger and more profound way and to have them do better work than they thought they could do. 47. He believed the priorities of the leader were (1) recruit, (2) set an overall direction, and (3) inspire and cajole and persuade. 48. He believed a creative company should have a risk-taking, creative environment on the product side and a fiscally conservative environment on the business side. 49. He believed you have to choose what you put your love into really carefully. 50. He had a remarkably consistent set of values that he held dear: Life is short; don’t waste it. Tell the truth. Technology should enhance human creativity. Process matters. Beauty matters. Details matter. The world we know is a human creation—and we can push it forward. 51. He thought when deciding what to work on that you should ask yourself: "What do I give a shit about?" And then go do that. 52. He would never sell Apple. Not for all the money in the world. 53. He believed you should master the basics, simplify the product line, and focus on the gems. 54. He believed marketing was about values. That the world is noisy and you should focus on telling customers what you believe in and what you stand for. 55. He believed one way to invest in yourself is by exploring uncharted paths that are different from your past experiences. You know it's an uncharted path when you have no idea where it will lead. 56. He believed that people that think they’re following a safe path pay the highest price of all. They won't realize it for a decade or two — and by then it's too late. 57. He didn't believe in resting on laurels or sleeping on wins. Make something great. Then do it again. 58. He imagined what reality lacked and set out to remedy it. 59. He believed in straight forward, clear communication. If the work isn't good enough you have to tell them straight: "This isn't good enough. I know you can do better. You need to do better. Now go do better." 60. He remained driven by a mission to "put something back into the pool of human experience." 61. He believed in the basics: great product, great marketing, great distribution. 62. He believed you must keep up with innovations in distribution. 63. He believed brands take decades to build. 64. He would capture the evolution of his own thinking by emailing himself. 65. He viewed Apple has the world's premier bridge builder between normal people and the exploding world of high technology. 66. He wanted to demystify technology. 67. He believed excellence was a habit and we are what we repeatedly do. 68. He believed you should be curious about what came before you and you should spend time to learn about it. 69. He believed you simply could not mix messages when selling something new. A customer can barely handle one great new idea, let alone several. 70. He said it's a circus world and you'll never know what's around the next corner. 71. He believed in management by values. Which means (1) find people that want the same things you want and (2) figure out the best way to get those things along the way. 72. He believed in the mantra: Finding the right people is half the battle. 73. He said you can't plan to meet the people who will change your life. 74. He believed everything is temporary — there is no such thing as safety. 75. He believed that your life is a story and that you should remember that your life is a story and that you should always act like your life is a story. 76. He believed in rejecting dogma, which he defined as living with the results of other people's thinking. He said that dogma can be so loud that it can drown out your own inner voice and you should avoid this. 77. He believed a great place to start was by improving a product you hate. If you can make something you love, you can convince other people to love it too. 78. He said all glory is fleeting and you should just get back to making something wonderful. I'm really proud of the episode I made about this book. You'll learn a lot from Steve by listening to it. You can watch/listen to it in full here, or in your favorite podcast app.

David Senra

206,359 просмотров • 1 год назад