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WOW! DON JR. ERIC. RAISE YOUR RIGHT HANDS. Don Jr. + Vulcan Elements = $620,000,000 Pentagon loan in 90 days. $200M → $2 Billion. Stephanie Ruhle calls it corruption. Republicans call it Tuesday. If a Democrat did this, they'd already be in federal prison. But here's the real Ponzi...

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29,132 views • 2 months ago •via X (Twitter)

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Ossoff: While the world burns and you pay more for everything—your tax dollars become the royal family's wealth. Because it pays to be a Trump, especially when the whole world knows daddy's a crook And while Pete Hegseth squanders our military power—his Pentagon funnels your money to the first family. Just listen to this. Five days after his father was re-elected, Prince Don Junior becomes a partner at 1789 Capital, a venture firm founded by right-wing activists and Trump donors. 1789 Capital then buys a stake in Vulcan Elements, a tiny startup that says it plans to produce the high-tech magnets needed in drones, missiles, and satellites. And about a month after Don Junior’s venture firm buys its stake in Vulcan Elements, Pentagon officials learned that Peter Navarro, a convicted criminal, Don Jr.’s close friend, and a top White House official, wants the Pentagon to give your tax dollars to Vulcan Elements. One Pentagon official said, quote, “The call came from the White House. We have to get this done.” To be clear, getting this done means funneling your money to the president’s son’s investment. And so, of course, like clockwork, on November 20th, just three months after Don Jr. and his friends bought their stake, Vulcan gets a $620 million taxpayer loan from Pete Hegseth’s Pentagon, paid for with your money.
2:30

Ossoff: While the world burns and you pay more for everything—your tax dollars become the royal family's wealth. Because it pays to be a Trump, especially when the whole world knows daddy's a crook And while Pete Hegseth squanders our military power—his Pentagon funnels your money to the first family. Just listen to this. Five days after his father was re-elected, Prince Don Junior becomes a partner at 1789 Capital, a venture firm founded by right-wing activists and Trump donors. 1789 Capital then buys a stake in Vulcan Elements, a tiny startup that says it plans to produce the high-tech magnets needed in drones, missiles, and satellites. And about a month after Don Junior’s venture firm buys its stake in Vulcan Elements, Pentagon officials learned that Peter Navarro, a convicted criminal, Don Jr.’s close friend, and a top White House official, wants the Pentagon to give your tax dollars to Vulcan Elements. One Pentagon official said, quote, “The call came from the White House. We have to get this done.” To be clear, getting this done means funneling your money to the president’s son’s investment. And so, of course, like clockwork, on November 20th, just three months after Don Jr. and his friends bought their stake, Vulcan gets a $620 million taxpayer loan from Pete Hegseth’s Pentagon, paid for with your money.

Acyn

198,312 views • 20 days ago

Absolutely insane. Glenn Beck reveals before Stacy Abrams’ organization received $2 billion from taxpayers, her organization was only able to raise $100 $100….. and then received $2 BILLION Says Elon Musk’s DOGE is going after the following Democrat scams: - April, 2024, the Biden-Harris administration via the EPA handed over $7 billion of your money to a ghost called the United Climate Fund. This was all part of a 20 billion jackpot from the Greenhouse Gas reduction Fund that was tacked in and tucked in - Then the mask slips off. We find out that they were funneling cash to power forward communities. That thing is tied to Stacey Abrams. No transparency on that. No accountability. It's just a shell. She had only raised a hundred dollars. That's all she could raise for her own organization. - In December, it was (James O’Keefe) that caught an EPA official spilling the truth on this one. He said this was an insurance policy against Trump winning — So all it was a desperate cash dump before the clock ran out. (8 Major NGO’s received the lion share of the money) Now under the Department of Government Deficient DOGE, they blew the lid off of this thing. The $20 billion was stashed at Citibank. It's being clawed back now by the government. It isn't incompetence, it's calculated theft.”
1:25

Absolutely insane. Glenn Beck reveals before Stacy Abrams’ organization received $2 billion from taxpayers, her organization was only able to raise $100 $100….. and then received $2 BILLION Says Elon Musk’s DOGE is going after the following Democrat scams: - April, 2024, the Biden-Harris administration via the EPA handed over $7 billion of your money to a ghost called the United Climate Fund. This was all part of a 20 billion jackpot from the Greenhouse Gas reduction Fund that was tacked in and tucked in - Then the mask slips off. We find out that they were funneling cash to power forward communities. That thing is tied to Stacey Abrams. No transparency on that. No accountability. It's just a shell. She had only raised a hundred dollars. That's all she could raise for her own organization. - In December, it was (James O’Keefe) that caught an EPA official spilling the truth on this one. He said this was an insurance policy against Trump winning — So all it was a desperate cash dump before the clock ran out. (8 Major NGO’s received the lion share of the money) Now under the Department of Government Deficient DOGE, they blew the lid off of this thing. The $20 billion was stashed at Citibank. It's being clawed back now by the government. It isn't incompetence, it's calculated theft.”

Wall Street Apes

969,705 views • 1 year ago

Elon just got Mississippi to pay for his $20 billion AI data center. And the state thinks they WON. This is funny, let me explain: xAI announced a massive data center in Southaven, Mississippi. Governor Tate Reeves called it "the largest private investment in state history." $20 billion. Hundreds of jobs. Economic transformation. Except Mississippi isn't getting $20 billion. They're GIVING Elon $2-3 billion in tax breaks. The fine print: Under Mississippi's 2024 data center law, xAI pays ZERO sales tax on equipment, ZERO corporate income tax, ZERO franchise tax. xAI is buying $15-18 billion in computing hardware. Mississippi sales tax is 7%. That's $1+ billion waived just on equipment purchases. Add corporate tax exemptions over the next decade and you're looking at $2-3 billion in total giveaways. For a state with a $7 billion annual budget. What Mississippi actually gets: "Hundreds of permanent jobs" (no specific number). "Thousands of indirect jobs" (construction work that ends when building is done). Tax revenue from... wait, they exempted all the taxes. So the only money coming in is property tax and income tax from a few hundred employees. In a state that already has super low tax rates. The timeline makes it obvious this was already done: Announced January 8th. Operations begin February. Three weeks from announcement to launch? They bought and retrofitted an 800,000 sq ft building BEFORE telling anyone. This wasn't a negotiation. It was a press conference for a done deal. Mississippi Development Authority said xAI "didn't ask for special treatment." Because Mississippi already created a law giving data centers everything they want. xAI just exploited it at the biggest scale yet. The name is perfect: MACROHARDRR. Opposite of Microsoft. Elon trademarked it last year. He's building a $20 billion troll to Microsoft funded by Mississippi taxpayers. What actually happens: xAI operates tax-free for a decade. Builds the world's most powerful AI supercomputer. Generates billions in revenue. Pays Mississippi nothing. Meanwhile Mississippi schools and hospitals stay underfunded. When locals complain about environmental impact, xAI points to the jobs they created. Perfect closed loop. Every other state is watching this. "If Mississippi can give away billions in taxes and call it economic development, why can't we?" Race to the bottom starts now. Elon just proved the playbook: Raise $20 billion, find a desperate state, get them to waive all taxes, build your infrastructure for free, own it forever, profit tax-free. All while media calls it "investment." It's not investment IN Mississippi. It's extraction FROM Mississippi. Mississippi gave Elon a $20 billion playground and didn't charge admission. He gets the world's most powerful AI infrastructure. They get a press release and construction jobs. Biggest corporate giveaway in modern history or genius economic development... Next 5 years will tell us. But one thing is for sure: Elon's smart as f*ck for this.
1:02

Elon just got Mississippi to pay for his $20 billion AI data center. And the state thinks they WON. This is funny, let me explain: xAI announced a massive data center in Southaven, Mississippi. Governor Tate Reeves called it "the largest private investment in state history." $20 billion. Hundreds of jobs. Economic transformation. Except Mississippi isn't getting $20 billion. They're GIVING Elon $2-3 billion in tax breaks. The fine print: Under Mississippi's 2024 data center law, xAI pays ZERO sales tax on equipment, ZERO corporate income tax, ZERO franchise tax. xAI is buying $15-18 billion in computing hardware. Mississippi sales tax is 7%. That's $1+ billion waived just on equipment purchases. Add corporate tax exemptions over the next decade and you're looking at $2-3 billion in total giveaways. For a state with a $7 billion annual budget. What Mississippi actually gets: "Hundreds of permanent jobs" (no specific number). "Thousands of indirect jobs" (construction work that ends when building is done). Tax revenue from... wait, they exempted all the taxes. So the only money coming in is property tax and income tax from a few hundred employees. In a state that already has super low tax rates. The timeline makes it obvious this was already done: Announced January 8th. Operations begin February. Three weeks from announcement to launch? They bought and retrofitted an 800,000 sq ft building BEFORE telling anyone. This wasn't a negotiation. It was a press conference for a done deal. Mississippi Development Authority said xAI "didn't ask for special treatment." Because Mississippi already created a law giving data centers everything they want. xAI just exploited it at the biggest scale yet. The name is perfect: MACROHARDRR. Opposite of Microsoft. Elon trademarked it last year. He's building a $20 billion troll to Microsoft funded by Mississippi taxpayers. What actually happens: xAI operates tax-free for a decade. Builds the world's most powerful AI supercomputer. Generates billions in revenue. Pays Mississippi nothing. Meanwhile Mississippi schools and hospitals stay underfunded. When locals complain about environmental impact, xAI points to the jobs they created. Perfect closed loop. Every other state is watching this. "If Mississippi can give away billions in taxes and call it economic development, why can't we?" Race to the bottom starts now. Elon just proved the playbook: Raise $20 billion, find a desperate state, get them to waive all taxes, build your infrastructure for free, own it forever, profit tax-free. All while media calls it "investment." It's not investment IN Mississippi. It's extraction FROM Mississippi. Mississippi gave Elon a $20 billion playground and didn't charge admission. He gets the world's most powerful AI infrastructure. They get a press release and construction jobs. Biggest corporate giveaway in modern history or genius economic development... Next 5 years will tell us. But one thing is for sure: Elon's smart as f*ck for this.

Ricardo

41,559 views • 8 months ago

California Democrat Congressman Ro Khanna is proposing loans to California billionaires to pay a proposed 5% wealth tax Because most of these billionaire have all their money in stocks, not cash sitting in a bank account, Democrat Ro Khanna wants them to take out loans from California to pay for the new wealth taxes they say they owe This is insanity Paying this wealth tax also forces these people to sell stocks which could means they lose majority control of their own companies Here’s an example, take Jensen Huang, Nvidia CEO - With a 5% tax bill he would owe: $9 billion - If he were to take out this 10 year loan, he would owe monthly payments of $106.7 million Total payments over 10 years $12.80 billion So he would owe $9 billion in new taxes PLUS $3.8 billion in interest payments to California California Democrats have lost their mind. Every Billionaire will leave the second this might pass
2:51

California Democrat Congressman Ro Khanna is proposing loans to California billionaires to pay a proposed 5% wealth tax Because most of these billionaire have all their money in stocks, not cash sitting in a bank account, Democrat Ro Khanna wants them to take out loans from California to pay for the new wealth taxes they say they owe This is insanity Paying this wealth tax also forces these people to sell stocks which could means they lose majority control of their own companies Here’s an example, take Jensen Huang, Nvidia CEO - With a 5% tax bill he would owe: $9 billion - If he were to take out this 10 year loan, he would owe monthly payments of $106.7 million Total payments over 10 years $12.80 billion So he would owe $9 billion in new taxes PLUS $3.8 billion in interest payments to California California Democrats have lost their mind. Every Billionaire will leave the second this might pass

Wall Street Apes

88,029 views • 1 month ago

Big Tech is spending $700 BILLION on AI this year. But their cash flow is collapsing. Amazon is going into debt. Google's free cash flow is dropping 90%. And they're literally paying influencers $600,000 each to convince you AI is worth using. If this technology was as revolutionary as they claim, why are they spending half a million dollars per creator to sell it? Here's what's actually happening behind the scenes: This week, all four tech giants reported earnings at once and every single one dropped a spending number that made Wall Street lose its mind. Amazon: $200 billion in capex. The largest corporate capital expenditure in HISTORY. Stock dropped 9%. Google: $185 billion. Wall Street expected $120 billion. Stock dropped 5%. Meta: $135 billion. Double what they spent last year. Microsoft: down 17% this year, worst performer in the group. Combined 2026 AI infrastructure spend: almost $700 billion. But here's where it gets ugly. Amazon's free cash flow collapsed 71%. Morgan Stanley projects they'll burn through $17 billion in NEGATIVE free cash flow this year. Bank of America says the deficit could hit $28 billion. Amazon quietly filed with the SEC on Friday saying they might need to raise debt to keep building. Google's free cash flow is projected to crater 90%, from $73 billion down to $8.2 billion. They already did a $25 billion bond sale in November and their long-term debt QUADRUPLED last year. These companies are spending everything they have, then borrowing more, then spending that too. Now here's the part that got me thinking: CNBC just reported that Google, Microsoft, OpenAI, Anthropic, and Meta are paying influencers between $400,000 and $600,000 EACH to promote AI products on Instagram and YouTube. AI platforms spent over $1 BILLION on digital ads in 2025, a 126% jump year-over-year. Google and Microsoft's AI ad spending jumped 495% in January 2026 alone. Anthropic is running Super Bowl ads. OpenAI is flying creators to private events and covering all expenses. When was the last time a truly revolutionary technology needed a $1 billion ad campaign and $600K influencer deals to get adoption? Did the iPhone need influencer campaigns? Did Google Search need Super Bowl ads in 1998? Did email need a billion dollar marketing push? No. People just used them because the value was obvious. You know what DOES need massive paid promotions? Pharmaceutical drugs. Crypto exchanges. Online gambling apps. MLM companies. Products where adoption is driven by hype, not utility. And now, apparently, AI. So the pitch from Big Tech is: "This technology will eliminate your job. Also please use it. Here's $600K if you tell your followers it's cool." They need HUMANS to sell a product they designed to REPLACE humans. They need creators to promote a technology that will eventually make creators obsolete. They need influencers to build trust in a system that will eliminate the need for influencer marketing entirely. The question everyone should be asking: If $700 billion per year in spending can't produce a product that sells itself, when exactly does this start making money? Because right now the math is messed up. $700 billion in spending, cash flow crashing, stocks tanking, SEC filings about raising more capital, and the best growth strategy they've got is paying tiktokers to demo features. Either AI is about to deliver the greatest economic transformation in human history, or we're watching the most expensive corporate Hail Mary ever thrown. And the fact that they need to pay half a million dollars per influencer to convince you it's the first one isn't a good sign.
0:49

Big Tech is spending $700 BILLION on AI this year. But their cash flow is collapsing. Amazon is going into debt. Google's free cash flow is dropping 90%. And they're literally paying influencers $600,000 each to convince you AI is worth using. If this technology was as revolutionary as they claim, why are they spending half a million dollars per creator to sell it? Here's what's actually happening behind the scenes: This week, all four tech giants reported earnings at once and every single one dropped a spending number that made Wall Street lose its mind. Amazon: $200 billion in capex. The largest corporate capital expenditure in HISTORY. Stock dropped 9%. Google: $185 billion. Wall Street expected $120 billion. Stock dropped 5%. Meta: $135 billion. Double what they spent last year. Microsoft: down 17% this year, worst performer in the group. Combined 2026 AI infrastructure spend: almost $700 billion. But here's where it gets ugly. Amazon's free cash flow collapsed 71%. Morgan Stanley projects they'll burn through $17 billion in NEGATIVE free cash flow this year. Bank of America says the deficit could hit $28 billion. Amazon quietly filed with the SEC on Friday saying they might need to raise debt to keep building. Google's free cash flow is projected to crater 90%, from $73 billion down to $8.2 billion. They already did a $25 billion bond sale in November and their long-term debt QUADRUPLED last year. These companies are spending everything they have, then borrowing more, then spending that too. Now here's the part that got me thinking: CNBC just reported that Google, Microsoft, OpenAI, Anthropic, and Meta are paying influencers between $400,000 and $600,000 EACH to promote AI products on Instagram and YouTube. AI platforms spent over $1 BILLION on digital ads in 2025, a 126% jump year-over-year. Google and Microsoft's AI ad spending jumped 495% in January 2026 alone. Anthropic is running Super Bowl ads. OpenAI is flying creators to private events and covering all expenses. When was the last time a truly revolutionary technology needed a $1 billion ad campaign and $600K influencer deals to get adoption? Did the iPhone need influencer campaigns? Did Google Search need Super Bowl ads in 1998? Did email need a billion dollar marketing push? No. People just used them because the value was obvious. You know what DOES need massive paid promotions? Pharmaceutical drugs. Crypto exchanges. Online gambling apps. MLM companies. Products where adoption is driven by hype, not utility. And now, apparently, AI. So the pitch from Big Tech is: "This technology will eliminate your job. Also please use it. Here's $600K if you tell your followers it's cool." They need HUMANS to sell a product they designed to REPLACE humans. They need creators to promote a technology that will eventually make creators obsolete. They need influencers to build trust in a system that will eliminate the need for influencer marketing entirely. The question everyone should be asking: If $700 billion per year in spending can't produce a product that sells itself, when exactly does this start making money? Because right now the math is messed up. $700 billion in spending, cash flow crashing, stocks tanking, SEC filings about raising more capital, and the best growth strategy they've got is paying tiktokers to demo features. Either AI is about to deliver the greatest economic transformation in human history, or we're watching the most expensive corporate Hail Mary ever thrown. And the fact that they need to pay half a million dollars per influencer to convince you it's the first one isn't a good sign.

Ricardo

726,292 views • 7 months ago

EXPOSED 🚨 California Democrats have been using a loophole to take in more federal funds “California figured this out, that they can force the federal government to spend $9 for every $1 that it spends. They're using it to launder money, and this is the way they do it. - It costs no money to California because they raise taxes on managed care companies, the companies that are providing Medicaid. - So they go to these companies and say, we're going to tax you, but don't worry, we're going to give you all of the money that we just taxed you from, right back. - But in the meantime, we're going to take that money and we're going to pull down federal dollars, and that'll let us have more money so that we can spend it on expanding the population for Medicaid and spend it on illegal immigrants. In fact, this scheme has allowed California to spend nearly $4 billion to put illegal immigrants to have Medicaid. $4 billion. This is crazy. And this total scheme is spending more money in federal dollars in California that we send in federal dollars than the entire state of Florida spends in one year in their entire annual budget. So this is absurd. This has to be corrected. California is stealing federal dollars and they're, they're rubbing our noses in it by paying for illegal immigrants and encouraging them.”
1:20

EXPOSED 🚨 California Democrats have been using a loophole to take in more federal funds “California figured this out, that they can force the federal government to spend $9 for every $1 that it spends. They're using it to launder money, and this is the way they do it. - It costs no money to California because they raise taxes on managed care companies, the companies that are providing Medicaid. - So they go to these companies and say, we're going to tax you, but don't worry, we're going to give you all of the money that we just taxed you from, right back. - But in the meantime, we're going to take that money and we're going to pull down federal dollars, and that'll let us have more money so that we can spend it on expanding the population for Medicaid and spend it on illegal immigrants. In fact, this scheme has allowed California to spend nearly $4 billion to put illegal immigrants to have Medicaid. $4 billion. This is crazy. And this total scheme is spending more money in federal dollars in California that we send in federal dollars than the entire state of Florida spends in one year in their entire annual budget. So this is absurd. This has to be corrected. California is stealing federal dollars and they're, they're rubbing our noses in it by paying for illegal immigrants and encouraging them.”

Wall Street Apes

269,027 views • 1 year ago

Bill Ackman turned $27 million into $2.6 billion in three weeks. He made most of it while telling CNBC, on the verge of tears, that hell was coming for the US economy. The timing looked worse than it actually was. His hedge was already worth $2.75 billion six days before that call happened, so the interview didn't make the money, the credit markets already had. Here's the mechanism. In early March he bought credit protection on about $65 billion of corporate bonds for roughly $27 million a month, cheap because almost nobody was pricing in a pandemic yet. Three weeks later, as credit spreads blew out, he closed the position for $2.6 billion. Total cost: one month of premiums. He didn't sit on the cash. On the same call where he said Hilton was going to zero, he said he'd been buying it all the way down. Hilton, restaurant brands, Starbucks, the same stocks that had made his fund look reckless months earlier. Pershing Square had lost $9 billion in assets between 2015 and 2019 on bad calls like Valeant. This was the trade that reversed it: the fund gained 7.9% in March 2020, the month the S&P fell 17%. He wasn't right because he sounded scared on television. He was already right, six days before anyone heard him say it.
1:33

Bill Ackman turned $27 million into $2.6 billion in three weeks. He made most of it while telling CNBC, on the verge of tears, that hell was coming for the US economy. The timing looked worse than it actually was. His hedge was already worth $2.75 billion six days before that call happened, so the interview didn't make the money, the credit markets already had. Here's the mechanism. In early March he bought credit protection on about $65 billion of corporate bonds for roughly $27 million a month, cheap because almost nobody was pricing in a pandemic yet. Three weeks later, as credit spreads blew out, he closed the position for $2.6 billion. Total cost: one month of premiums. He didn't sit on the cash. On the same call where he said Hilton was going to zero, he said he'd been buying it all the way down. Hilton, restaurant brands, Starbucks, the same stocks that had made his fund look reckless months earlier. Pershing Square had lost $9 billion in assets between 2015 and 2019 on bad calls like Valeant. This was the trade that reversed it: the fund gained 7.9% in March 2020, the month the S&P fell 17%. He wasn't right because he sounded scared on television. He was already right, six days before anyone heard him say it.

Pixel

123,798 views • 13 days ago

two guys with a bloomberg terminal in a singapore bedroom started a fund in 2006 with under $3 million. it's now $6 billion, has compounded roughly 20% net a year for twenty years, and the ceo says it would be a $20 billion fund today if they hadn't done this one thing. Suhaimi Zainul-Abidi, on why he gave up an estimated $14 billion: "funds don't really die because of poor returns. most funds, given the appropriate amount of time, should be able to recover." "markets go against them, returns drop, and investors run for the doors." "there are many things a manager controls. you can control your strategy. you can control your terms. the one thing you can't control is redemptions." "once you've taken in money and set your redemption terms, when that notice comes in, it's an obligation. there's no negotiation." "no matter how inappropriate it may be, based on your strategy, to sell those assets, you have to do it to raise money." so in 2018 he soft-closed the liquid share class and forced everyone into fixed terms. important lesson about capital with conditions is not always worth it.
0:46

two guys with a bloomberg terminal in a singapore bedroom started a fund in 2006 with under $3 million. it's now $6 billion, has compounded roughly 20% net a year for twenty years, and the ceo says it would be a $20 billion fund today if they hadn't done this one thing. Suhaimi Zainul-Abidi, on why he gave up an estimated $14 billion: "funds don't really die because of poor returns. most funds, given the appropriate amount of time, should be able to recover." "markets go against them, returns drop, and investors run for the doors." "there are many things a manager controls. you can control your strategy. you can control your terms. the one thing you can't control is redemptions." "once you've taken in money and set your redemption terms, when that notice comes in, it's an obligation. there's no negotiation." "no matter how inappropriate it may be, based on your strategy, to sell those assets, you have to do it to raise money." so in 2018 he soft-closed the liquid share class and forced everyone into fixed terms. important lesson about capital with conditions is not always worth it.

Goshawk Trades

80,630 views • 2 months ago

Ossoff: Did you see this business about Don Jr.‘s wedding in the Bahamas? Where he received, apparently, a cash gift from a Russian oligarch connected to the Kremlin? This is the president’s son. This man, Kremlev, was apparently in China with Putin two days before he flew to the Bahamas for Don Jr.’s wedding to hand Don Jr. a six-figure check. They are behaving as if they believe themselves untouchable, entitled to impunity beyond the law. And it reminds me of the story that Amos told us about his times 2,000 years ago in the West Bank… Amos said that in his times, while they, the elite, trample on the poor, they build houses hewn of stone. In our time, while they throw people off their health insurance, they build ballrooms with your money. Amos said they lie on beds of ivory and anoint themselves in the finest oils. They were living in Mar-a-Lago-like conditions.
2:53

Ossoff: Did you see this business about Don Jr.‘s wedding in the Bahamas? Where he received, apparently, a cash gift from a Russian oligarch connected to the Kremlin? This is the president’s son. This man, Kremlev, was apparently in China with Putin two days before he flew to the Bahamas for Don Jr.’s wedding to hand Don Jr. a six-figure check. They are behaving as if they believe themselves untouchable, entitled to impunity beyond the law. And it reminds me of the story that Amos told us about his times 2,000 years ago in the West Bank… Amos said that in his times, while they, the elite, trample on the poor, they build houses hewn of stone. In our time, while they throw people off their health insurance, they build ballrooms with your money. Amos said they lie on beds of ivory and anoint themselves in the finest oils. They were living in Mar-a-Lago-like conditions.

Acyn

406,030 views • 14 days ago

One guy just raised $475 million for a company that's 2 months old No product. No revenue. No prototype. But a $4.5 BILLION valuation. Unconventional AI closed a $475 million seed round last week. Founded in September 2025. That's 8 weeks from launch to half a billion dollars. But what did they actually build? Nothing (yet). Here's what happened: Naveen Rao left Databricks in September as Head of AI. Started Unconventional AI with zero public details. Two months later: $475M from Andreessen Horowitz, Lightspeed, Jeff Bezos. The pitch? "We're building computers as efficient as biology." That's it. No technical paper. No demo. No proof of concept. Just a guy who sold his last company for $1.3 billion saying "trust me, I'm building brain computers." VCs threw half a billion at him. Why this deal is insane: AI is hitting an energy wall. Training GPT-4 cost $100 million in compute. So everyone's betting on new hardware that uses less energy. Neuromorphic chips. Brain-inspired computing. Analog circuits. Except nobody's proven it works at scale. VCs aren't funding the technology. They're funding the NARRATIVE. "AI needs new hardware or the whole thing collapses." When a guy who sold two AI companies for $1.7 billion combined says "I'm building the chip that saves AI" - VCs panic-buy equity. The track record that bought half a billion: 2016: Sold Nervana Systems to Intel for $350M 2023: Sold MosaicML to Databricks for $1.3B 2024: Raises $475M for a company with zero product That's his playbook. Build credibility with two exits. Use that to raise stupid money for attempt #3. The market WANTS to believe the next AI breakthrough is around the corner. So they fund it preemptively. But what nobody's saying: This isn't a seed round. It's a pre-IPO. $4.5 billion valuation means Unconventional AI is worth more than 90% of public tech companies. With literally no product. Rao admitted: "We're not going to have a product in two years. This is largely a research effort." Translation: You just gave me half a billion to fuck around in a lab for 24+ months. VCs don't care because they're playing a different game. If it works, they 100x their money. If it fails, they write it off. Unconventional AI raised more in 2 months than 99.99% of startups raise ever. No customers. No revenue. No proof. And the entire Valley said "here's $475 million." This is what happens when an industry has infinite money and zero patience. They stop funding innovation and start funding PROMISES of innovation. You can't be wrong if the product doesn't exist yet. My takeaway from this: If you have two exits, you can raise stupid money for anything. The idea doesn't have to be proven. The tech doesn't have to exist. You just need VCs to believe YOU are the person who MIGHT solve the problem. Not "build something great and raise money." But "convince investors you COULD build something great, then raise before you've built anything." Unconventional AI is either the future of computing or the biggest vaporware play since Theranos. We'll find out in 2027. What do you think?
0:42

One guy just raised $475 million for a company that's 2 months old No product. No revenue. No prototype. But a $4.5 BILLION valuation. Unconventional AI closed a $475 million seed round last week. Founded in September 2025. That's 8 weeks from launch to half a billion dollars. But what did they actually build? Nothing (yet). Here's what happened: Naveen Rao left Databricks in September as Head of AI. Started Unconventional AI with zero public details. Two months later: $475M from Andreessen Horowitz, Lightspeed, Jeff Bezos. The pitch? "We're building computers as efficient as biology." That's it. No technical paper. No demo. No proof of concept. Just a guy who sold his last company for $1.3 billion saying "trust me, I'm building brain computers." VCs threw half a billion at him. Why this deal is insane: AI is hitting an energy wall. Training GPT-4 cost $100 million in compute. So everyone's betting on new hardware that uses less energy. Neuromorphic chips. Brain-inspired computing. Analog circuits. Except nobody's proven it works at scale. VCs aren't funding the technology. They're funding the NARRATIVE. "AI needs new hardware or the whole thing collapses." When a guy who sold two AI companies for $1.7 billion combined says "I'm building the chip that saves AI" - VCs panic-buy equity. The track record that bought half a billion: 2016: Sold Nervana Systems to Intel for $350M 2023: Sold MosaicML to Databricks for $1.3B 2024: Raises $475M for a company with zero product That's his playbook. Build credibility with two exits. Use that to raise stupid money for attempt #3. The market WANTS to believe the next AI breakthrough is around the corner. So they fund it preemptively. But what nobody's saying: This isn't a seed round. It's a pre-IPO. $4.5 billion valuation means Unconventional AI is worth more than 90% of public tech companies. With literally no product. Rao admitted: "We're not going to have a product in two years. This is largely a research effort." Translation: You just gave me half a billion to fuck around in a lab for 24+ months. VCs don't care because they're playing a different game. If it works, they 100x their money. If it fails, they write it off. Unconventional AI raised more in 2 months than 99.99% of startups raise ever. No customers. No revenue. No proof. And the entire Valley said "here's $475 million." This is what happens when an industry has infinite money and zero patience. They stop funding innovation and start funding PROMISES of innovation. You can't be wrong if the product doesn't exist yet. My takeaway from this: If you have two exits, you can raise stupid money for anything. The idea doesn't have to be proven. The tech doesn't have to exist. You just need VCs to believe YOU are the person who MIGHT solve the problem. Not "build something great and raise money." But "convince investors you COULD build something great, then raise before you've built anything." Unconventional AI is either the future of computing or the biggest vaporware play since Theranos. We'll find out in 2027. What do you think?

Ricardo

263,203 views • 9 months ago

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...
0:48

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Ricardo

364,768 views • 2 months ago

🚨Hunter Biden SLAMS Jared Kushner and Don Jr and the Iran War! “Whatever you think about my father's policies, do you know one thing he didn't do? He didn't greenlight to turn Gaza into a Trump Golf Course with the maitre d' being Jared Kushner with $4 Billion in Saudi money! They had a problem with me as being this emblem of corruption. Don Jr. got the single largest loan guarantee from the Department of Defense EVER HANDED OUT of over $600 MILLION for a fusion energy company of which he has ZERO experience. They have gotten Jared Kushner, who's never run a private equity fund, has now a $4 BILLION private equity fund with 80% of the money coming from the Middle East of which he continues to raise as he is the ambassador-at-large on behalf of the Trump administration. Not as a political appointee, but simply as a son-in-law of the president to come to a peace deal of a war in Iran that THEY STARTED that has cost the economy BILLIONS and BILLIONS of dollars for a war that NOBODY WANTED. That EVERY president before him was pressured by the Israelis to get into and every single one, regardless what you think of them from George from Jimmy Carter through President Reagan, through both of the Bushes, through Clinton, through my dad said, ‘you're out of your damn minds!’ So who benefits right now? You know who benefits? The people that are making trades of billions of dollars on market manipulation that occurred. It's literally out and open, but who's going to do anything about it?”
3:35

🚨Hunter Biden SLAMS Jared Kushner and Don Jr and the Iran War! “Whatever you think about my father's policies, do you know one thing he didn't do? He didn't greenlight to turn Gaza into a Trump Golf Course with the maitre d' being Jared Kushner with $4 Billion in Saudi money! They had a problem with me as being this emblem of corruption. Don Jr. got the single largest loan guarantee from the Department of Defense EVER HANDED OUT of over $600 MILLION for a fusion energy company of which he has ZERO experience. They have gotten Jared Kushner, who's never run a private equity fund, has now a $4 BILLION private equity fund with 80% of the money coming from the Middle East of which he continues to raise as he is the ambassador-at-large on behalf of the Trump administration. Not as a political appointee, but simply as a son-in-law of the president to come to a peace deal of a war in Iran that THEY STARTED that has cost the economy BILLIONS and BILLIONS of dollars for a war that NOBODY WANTED. That EVERY president before him was pressured by the Israelis to get into and every single one, regardless what you think of them from George from Jimmy Carter through President Reagan, through both of the Bushes, through Clinton, through my dad said, ‘you're out of your damn minds!’ So who benefits right now? You know who benefits? The people that are making trades of billions of dollars on market manipulation that occurred. It's literally out and open, but who's going to do anything about it?”

Chris Nelson 🏝️🇺🇸

39,535 views • 4 months ago

BREAKING: Trump Trade advisor, Peter Navarro, ridiculously claims that Auto tariffs will raise $100 billion and other tariffs will raise $600 billion a year. This is such a gaslighting attempt to mislead. No, they will NOT raise this much money. Not even close In 2024, the U.S. brought in about 8 million cars from other countries, worth around $200 billion. If we taxed those cars at 25%, and that does not cause imports to fall (which it would), that would only bring in $50 billion, not $100 billion. And even if we did raise the tariff that high, it might backfire. When things get more expensive, people usually buy less. So if imported cars get too pricey, people might stop buying them—and that means we’d collect less in taxes, not more. An his other ridiculous claim that tariffs on all imports would bring in $600 billion, again, that doesn’t hold up. In 2024, the U.S. imported about $3.1 trillion worth of stuff from other countries. To get $600 billion in tariff revenue, we’d need to tax everything we import at an average rate of 20%—and pretend that people would keep buying the same amount of imported goods, even at higher prices. That’s just not realistic. To give you some context, during Trump’s first term, he put tariffs on about $300 billion of Chinese goods. Those tariffs were as high as 25%, but over several years they only brought in about $70 billion total—not per year. That’s because when you raise prices, businesses and consumers often change their behavior. They might buy from somewhere else, or not buy at all. So the actual money the government collects is a lot lower than it looks on paper. So, bottom line: the numbers Navarro and others are throwing around sound impressive, but they don’t really match how the economy works in real life.
1:36

BREAKING: Trump Trade advisor, Peter Navarro, ridiculously claims that Auto tariffs will raise $100 billion and other tariffs will raise $600 billion a year. This is such a gaslighting attempt to mislead. No, they will NOT raise this much money. Not even close In 2024, the U.S. brought in about 8 million cars from other countries, worth around $200 billion. If we taxed those cars at 25%, and that does not cause imports to fall (which it would), that would only bring in $50 billion, not $100 billion. And even if we did raise the tariff that high, it might backfire. When things get more expensive, people usually buy less. So if imported cars get too pricey, people might stop buying them—and that means we’d collect less in taxes, not more. An his other ridiculous claim that tariffs on all imports would bring in $600 billion, again, that doesn’t hold up. In 2024, the U.S. imported about $3.1 trillion worth of stuff from other countries. To get $600 billion in tariff revenue, we’d need to tax everything we import at an average rate of 20%—and pretend that people would keep buying the same amount of imported goods, even at higher prices. That’s just not realistic. To give you some context, during Trump’s first term, he put tariffs on about $300 billion of Chinese goods. Those tariffs were as high as 25%, but over several years they only brought in about $70 billion total—not per year. That’s because when you raise prices, businesses and consumers often change their behavior. They might buy from somewhere else, or not buy at all. So the actual money the government collects is a lot lower than it looks on paper. So, bottom line: the numbers Navarro and others are throwing around sound impressive, but they don’t really match how the economy works in real life.

Ed Krassenstein

834,574 views • 1 year ago

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?
1:28

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?

Ricardo

97,607 views • 9 months ago

A man sold a website with no profits to Yahoo for $5.7 BILLION on April Fool's Day. Yahoo thought it was the deal of the century. They shut it down three years later. – Mark Cuban grew up in Pittsburgh selling garbage bags door to door at 12 to afford basketball sneakers. – In 1995 he started a company called The idea was simple. Let people listen to out of town sports radio on the internet. That was the whole company. – In 1998 he took it public. On the first day of trading the stock jumped 250 percent. The company hit $1 BILLION in value. Cubans owned 30 percent of it. – They had 570,000 users. The company had never made a single dollar of profit. – Yahoo was in a war with AOL and Microsoft to become the dominant homepage of the internet. – They were spending BILLIONS buying anything that looked like the future. – On April 1 1999, April Fool's Day Yahoo bought for $5.7 BILLION. Cuban's personal share was $1.4 BILLION. – But Cuban was nervous. The dot-com bubble was clearly out of control. So he paid $20 MILLION in fees to Wall Street banks to lock in a guaranteed price on his Yahoo shares before the market crashed. – Six months later the bubble burst. Yahoo stock fell from $300 to $5 per share. Had he held on his $1.4 BILLION would have been worth $25 MILLION. – He walked away with every dollar. Wall Street called it one of the top ten trades of all time. – Yahoo shut down in 2002. Three years after paying $5.7 BILLION for it. – In 2017 Verizon bought all of Yahoo for $4.5 BILLION. Less than what Yahoo paid for Cuban's website alone. – Cuban used the money to buy the Dallas Mavericks NBA team and became one of the most famous investors on Shark Tank. A website with no profits sold for $5.7 BILLION on April Fool's Day and shut down three years later.
0:40

A man sold a website with no profits to Yahoo for $5.7 BILLION on April Fool's Day. Yahoo thought it was the deal of the century. They shut it down three years later. – Mark Cuban grew up in Pittsburgh selling garbage bags door to door at 12 to afford basketball sneakers. – In 1995 he started a company called The idea was simple. Let people listen to out of town sports radio on the internet. That was the whole company. – In 1998 he took it public. On the first day of trading the stock jumped 250 percent. The company hit $1 BILLION in value. Cubans owned 30 percent of it. – They had 570,000 users. The company had never made a single dollar of profit. – Yahoo was in a war with AOL and Microsoft to become the dominant homepage of the internet. – They were spending BILLIONS buying anything that looked like the future. – On April 1 1999, April Fool's Day Yahoo bought for $5.7 BILLION. Cuban's personal share was $1.4 BILLION. – But Cuban was nervous. The dot-com bubble was clearly out of control. So he paid $20 MILLION in fees to Wall Street banks to lock in a guaranteed price on his Yahoo shares before the market crashed. – Six months later the bubble burst. Yahoo stock fell from $300 to $5 per share. Had he held on his $1.4 BILLION would have been worth $25 MILLION. – He walked away with every dollar. Wall Street called it one of the top ten trades of all time. – Yahoo shut down in 2002. Three years after paying $5.7 BILLION for it. – In 2017 Verizon bought all of Yahoo for $4.5 BILLION. Less than what Yahoo paid for Cuban's website alone. – Cuban used the money to buy the Dallas Mavericks NBA team and became one of the most famous investors on Shark Tank. A website with no profits sold for $5.7 BILLION on April Fool's Day and shut down three years later.

Aisar

1,078,245 views • 3 months ago

Elon Musk just told lenders he's paying back $17.5 BILLION in debt across X and xAI. Including $3 billion in high-yield bonds being redeemed early at 117 cents on the dollar. NOBODY knows where the money is coming from. And nobody seems to care. Let me explain why you should: Morgan Stanley has been calling existing lenders and telling them everything gets repaid in full. The X debt from the Twitter buyout. The xAI bonds from June. All of it. The bonds were structured to stay outstanding for at least 2 years. They're being called back less than a year later at a 17% premium. Bondholders are thrilled. Of course they are. They're getting paid above par on junk paper. But here's the part that should make you uncomfortable: xAI lost $1.46 billion in a single quarter last year. Burned through $7.8 billion in cash in the first 9 months of 2025. Revenue for the September quarter was $107 million. That's a company hemorrhaging roughly $1 billion a month. On a standalone basis, xAI exited 2025 at about a $500 million annualized revenue run rate. Even with optimistic projections, they might hit $2 billion in 2026. So where does $17.5 billion come from? xAI raised $20 billion in a Series E round in January. That's the most likely answer. Take the money investors gave you to build AI infrastructure and use a huge chunk of it to retire debt. But that's NOT a sign of strength. That's financial engineering. You raise $20 billion from investors who think they're funding the next frontier of artificial intelligence, then you turn around and use most of it to clean up the balance sheet before an IPO. Because that's what this is really about. SpaceX is targeting a confidential SEC filing as early as this month. IPO could come in June. Valuation targets exceed $1.75 trillion. The combined SpaceX-xAI entity currently carries about $18 billion in obligations. You can't take a $1.25 trillion company public with $18 billion in legacy debt from a money-losing AI startup and a social media platform that was acquired with leveraged buyout financing. So you nuke the debt. Clean the balance sheet. Present a simpler story to IPO investors. Smart? Absolutely. But let's be honest about what it actually is. SpaceX proper generated about $15 billion in revenue and $8 billion in profit in 2025. xAI generated roughly $250 million in six months and lost $2.5 billion doing it. At a $1.5 trillion IPO valuation, you're looking at roughly 94x trailing sales and 500x trailing earnings for the combined business. Those are not rational multiples. Those are lottery ticket multiples with better branding. And the $17.5 billion debt payoff doesn't change the underlying economics. It only changes the optics. xAI is still burning close to $1 billion a month. Grok still has a fraction of ChatGPT's market share. The revenue doesn't come close to justifying the infrastructure spend. What this reminds me of is the classic pre-IPO playbook taken to an extreme: Use private capital to dress up the financials, time the listing for maximum enthusiasm, and let public market investors hold the bag if execution falls short. The companies that need to clean house before going public are rarely the ones that reward you for buying on day one. My positioning hasn't changed. The AI infrastructure spending boom is real. But the returns aren't materializing for the companies actually deploying the technology. That gap between spending and results is where fortunes get destroyed. Stay skeptical. Stay disciplined. And remember: If the source of $17.5 billion in repayment capital is a mystery, it's a WARNING.
0:48

Elon Musk just told lenders he's paying back $17.5 BILLION in debt across X and xAI. Including $3 billion in high-yield bonds being redeemed early at 117 cents on the dollar. NOBODY knows where the money is coming from. And nobody seems to care. Let me explain why you should: Morgan Stanley has been calling existing lenders and telling them everything gets repaid in full. The X debt from the Twitter buyout. The xAI bonds from June. All of it. The bonds were structured to stay outstanding for at least 2 years. They're being called back less than a year later at a 17% premium. Bondholders are thrilled. Of course they are. They're getting paid above par on junk paper. But here's the part that should make you uncomfortable: xAI lost $1.46 billion in a single quarter last year. Burned through $7.8 billion in cash in the first 9 months of 2025. Revenue for the September quarter was $107 million. That's a company hemorrhaging roughly $1 billion a month. On a standalone basis, xAI exited 2025 at about a $500 million annualized revenue run rate. Even with optimistic projections, they might hit $2 billion in 2026. So where does $17.5 billion come from? xAI raised $20 billion in a Series E round in January. That's the most likely answer. Take the money investors gave you to build AI infrastructure and use a huge chunk of it to retire debt. But that's NOT a sign of strength. That's financial engineering. You raise $20 billion from investors who think they're funding the next frontier of artificial intelligence, then you turn around and use most of it to clean up the balance sheet before an IPO. Because that's what this is really about. SpaceX is targeting a confidential SEC filing as early as this month. IPO could come in June. Valuation targets exceed $1.75 trillion. The combined SpaceX-xAI entity currently carries about $18 billion in obligations. You can't take a $1.25 trillion company public with $18 billion in legacy debt from a money-losing AI startup and a social media platform that was acquired with leveraged buyout financing. So you nuke the debt. Clean the balance sheet. Present a simpler story to IPO investors. Smart? Absolutely. But let's be honest about what it actually is. SpaceX proper generated about $15 billion in revenue and $8 billion in profit in 2025. xAI generated roughly $250 million in six months and lost $2.5 billion doing it. At a $1.5 trillion IPO valuation, you're looking at roughly 94x trailing sales and 500x trailing earnings for the combined business. Those are not rational multiples. Those are lottery ticket multiples with better branding. And the $17.5 billion debt payoff doesn't change the underlying economics. It only changes the optics. xAI is still burning close to $1 billion a month. Grok still has a fraction of ChatGPT's market share. The revenue doesn't come close to justifying the infrastructure spend. What this reminds me of is the classic pre-IPO playbook taken to an extreme: Use private capital to dress up the financials, time the listing for maximum enthusiasm, and let public market investors hold the bag if execution falls short. The companies that need to clean house before going public are rarely the ones that reward you for buying on day one. My positioning hasn't changed. The AI infrastructure spending boom is real. But the returns aren't materializing for the companies actually deploying the technology. That gap between spending and results is where fortunes get destroyed. Stay skeptical. Stay disciplined. And remember: If the source of $17.5 billion in repayment capital is a mystery, it's a WARNING.

George Noble

471,839 views • 7 months ago

A 27 year old with no government job stole $4.5 BILLION from an entire country and used it to fund the Wolf of Wall Street. He is still free. > Jho Low graduated from the University of Pennsylvania in 2005 > Within four years he had talked his way onto the board of a Malaysian government sovereign wealth fund called 1MDB > He had no official position. No formal title. Just access. > Between 2009 and 2015 he moved over $4.5 billion through offshore shell companies across 8 countries > He used Goldman Sachs to raise $6.5 billion in bonds for the fund. Goldman earned $600 million in fees. Billions went missing. > Then came the spending > He paid Britney Spears $1 million to pop out of a birthday cake at his New Year's Eve party in Vegas > He rented an entire Las Vegas resort for a single weekend > He hired Jamie Foxx to perform privately at his parties > Leonardo DiCaprio thanked him by name at the Golden Globes in 2014 > The Wolf of Wall Street was financed with money stolen from Malaysian taxpayers > He bought a $120 million superyacht, a $35 million private jet and a Paris apartment full of Monet and Warhol paintings > In 2015 a journalist exposed the scheme > $700 million had landed directly in the Malaysian Prime Minister's personal bank account > Goldman Sachs paid $2.9 billion in fines > The Prime Minister was convicted and sentenced to 12 years in prison > Jho Low vanished > Interpol has been hunting him since 2016 > He is believed to be living under a new identity in China > He has never been arrested. He has never appeared in court. The man who stole $4.5 billion from an entire country is somewhere in China right now watching the world look for him.
2:36

A 27 year old with no government job stole $4.5 BILLION from an entire country and used it to fund the Wolf of Wall Street. He is still free. > Jho Low graduated from the University of Pennsylvania in 2005 > Within four years he had talked his way onto the board of a Malaysian government sovereign wealth fund called 1MDB > He had no official position. No formal title. Just access. > Between 2009 and 2015 he moved over $4.5 billion through offshore shell companies across 8 countries > He used Goldman Sachs to raise $6.5 billion in bonds for the fund. Goldman earned $600 million in fees. Billions went missing. > Then came the spending > He paid Britney Spears $1 million to pop out of a birthday cake at his New Year's Eve party in Vegas > He rented an entire Las Vegas resort for a single weekend > He hired Jamie Foxx to perform privately at his parties > Leonardo DiCaprio thanked him by name at the Golden Globes in 2014 > The Wolf of Wall Street was financed with money stolen from Malaysian taxpayers > He bought a $120 million superyacht, a $35 million private jet and a Paris apartment full of Monet and Warhol paintings > In 2015 a journalist exposed the scheme > $700 million had landed directly in the Malaysian Prime Minister's personal bank account > Goldman Sachs paid $2.9 billion in fines > The Prime Minister was convicted and sentenced to 12 years in prison > Jho Low vanished > Interpol has been hunting him since 2016 > He is believed to be living under a new identity in China > He has never been arrested. He has never appeared in court. The man who stole $4.5 billion from an entire country is somewhere in China right now watching the world look for him.

Jeremy

86,050 views • 5 months ago

Selling your home in San Diego could soon cost you $60,000. 💲💸💰 Don’t let the door hit you on the way out. Actually — wait. We need $60,000 before you go. Not property tax. Not capital gains. A brand new tax just for selling. Here’s how a county drowning in money still ran out of it: Property values are already doing their dirty work for them — automatically dumping an extra $340 million into county coffers every single year without lifting a finger. The budget still exploded from $6.2 billion to $8.6 billion — a 40% jump in just five years. And what did they do with all that money? Reckless COVID hiring spree. 2,500 new employees. 10 brand-new departments nobody can explain. $300 million a year in new payroll. Then they raided $300 million from emergency reserves meant for earthquakes, wildfires, and disasters. First thing they spent it on? $45 million in employee bonuses. Not roads. Not fire stations. Not fixing the sewage pouring in from Tijuana. Bonuses for themselves. You’re welcome. They blew through all of it — and still came up short. So they came for your home sale instead. Right now the transfer tax on a $1 million home is $1,100. They wanted to jack it to $60,000+. That’s a 5,500% increase. Here’s how they tried to sneak it through: December 18, 2025 — right before Christmas — two supervisors quietly posted a lobbyist RFQ. Due date? December 21st. Three business days over the holidays. The job: hire someone to go to Sacramento, rewrite state law, and quietly ram through a massive home-sale exit tax PLUS a brand-new payroll tax straight out of your paycheck. All while you were Christmas shopping. Supervisor Jim Desmond caught it, went public, and they yanked it. His warning: “They pulled it because they got caught… not because they changed their mind. They’ll be back.” Turns out he was right — the Board voted 3-2 in February against even formally opposing the tax. They didn’t even want it on record that they disagreed with it. They’re not done. LA already showed us exactly where this goes. Their “mansion tax” was promised to raise up to $1.1 billion a year. It’s raised $662 million total in two years — less than half of what was promised. High-value property sales dropped 50%. Multifamily building permits got cut by more than half. Researchers found that for every dollar the tax raised, the region could lose $1.38 in future property tax revenue. That’s what’s coming for San Diego. And the 3-2 vote already told you everything you need to know about whether they care. This isn’t a revenue problem. This is a government addicted to your money — and they will never stop until you make them. Your home is most families’ entire life savings and retirement plan. Don’t let them turn selling it into a six-figure government shakedown. The next battleground is November 2026. Governor’s race. Ballot measures. If you know a homeowner who votes Democrat, send them this. Because $60,000 is a hell of a price to pay to keep voting the same way.
8:09

Selling your home in San Diego could soon cost you $60,000. 💲💸💰 Don’t let the door hit you on the way out. Actually — wait. We need $60,000 before you go. Not property tax. Not capital gains. A brand new tax just for selling. Here’s how a county drowning in money still ran out of it: Property values are already doing their dirty work for them — automatically dumping an extra $340 million into county coffers every single year without lifting a finger. The budget still exploded from $6.2 billion to $8.6 billion — a 40% jump in just five years. And what did they do with all that money? Reckless COVID hiring spree. 2,500 new employees. 10 brand-new departments nobody can explain. $300 million a year in new payroll. Then they raided $300 million from emergency reserves meant for earthquakes, wildfires, and disasters. First thing they spent it on? $45 million in employee bonuses. Not roads. Not fire stations. Not fixing the sewage pouring in from Tijuana. Bonuses for themselves. You’re welcome. They blew through all of it — and still came up short. So they came for your home sale instead. Right now the transfer tax on a $1 million home is $1,100. They wanted to jack it to $60,000+. That’s a 5,500% increase. Here’s how they tried to sneak it through: December 18, 2025 — right before Christmas — two supervisors quietly posted a lobbyist RFQ. Due date? December 21st. Three business days over the holidays. The job: hire someone to go to Sacramento, rewrite state law, and quietly ram through a massive home-sale exit tax PLUS a brand-new payroll tax straight out of your paycheck. All while you were Christmas shopping. Supervisor Jim Desmond caught it, went public, and they yanked it. His warning: “They pulled it because they got caught… not because they changed their mind. They’ll be back.” Turns out he was right — the Board voted 3-2 in February against even formally opposing the tax. They didn’t even want it on record that they disagreed with it. They’re not done. LA already showed us exactly where this goes. Their “mansion tax” was promised to raise up to $1.1 billion a year. It’s raised $662 million total in two years — less than half of what was promised. High-value property sales dropped 50%. Multifamily building permits got cut by more than half. Researchers found that for every dollar the tax raised, the region could lose $1.38 in future property tax revenue. That’s what’s coming for San Diego. And the 3-2 vote already told you everything you need to know about whether they care. This isn’t a revenue problem. This is a government addicted to your money — and they will never stop until you make them. Your home is most families’ entire life savings and retirement plan. Don’t let them turn selling it into a six-figure government shakedown. The next battleground is November 2026. Governor’s race. Ballot measures. If you know a homeowner who votes Democrat, send them this. Because $60,000 is a hell of a price to pay to keep voting the same way.

Jake

304,636 views • 7 months ago