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الفن قريب لك. رحلةٌ تبدأ بالفن.. وتكتمل بتجربة لا تُنسى. بينالي الدرعية للفن المعاصر 2026 — في الحلّ والترحال حي جاكس، الدرعية 30 يناير – 02 مايو 2026. احجزوا تذاكركم الآن. Art is closer than you think. Come for the art. Stay for the experience. Diriyah Contemporary Art Biennale...

7,769,092 次观看 • 8 个月前 •via X (Twitter)

4 条评论

شريف آل أزرق 的头像
شريف آل أزرق8 个月前

الفن الحديث التجريدية التعبيرية اكريلك على كانفاس ١٢٠/٨٠

العالمي 的头像
العالمي8 个月前

هل ممكن المشاركه في بينالي الدرعية

بينالي الدرعية للفن المعاصر 的头像
بينالي الدرعية للفن المعاصر8 个月前

حيّاك، نشكرك لاهتمامك، ويسرنا إخبارك أن فنانين الدورة الثالثة من بينالي الدرعية للفن المعاصر تم اختيارهم من قبل المدراء والقيمين الفنيين. ويسعدنا تواصلك معنا عبر البريد الإلكتروني: [email protected] لاستقبال مشاركتك في بينالي الفنون الإسلامية 2027.

عبد العزيز 的头像
عبد العزيز8 个月前

اثنا وجود هذا المتخلف تم منح الدوري للاهلي الذي له عشرين ما خذالدوري وبكى لم سلم للاهلي الدوري من الفرحة ومنحه للفقراوي بطريقة مخجله واحى التعصب الرياضي حتى ازله الله

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Opening day 🇹🇭 - Übermensch in #BANGKOK Can you feel the heat of Day 1? ❤️‍🔥 Come and be part of the Übermensch exhibition in Bangkok! A fully immersive media art experience is waiting for you ✨ 🗓️ Date: 2026.01.15 (THU) - 2026.02.15 (SUN) 📍 Location: 1F, EM TOWER - EMSPHERE 🎫 Official Tickets via MEGATIX / DAMAI / MAISEAT 🔗 MEGATIX: 🔗 DAMAI: 🔗 MAISEAT: __ วันเปิดเข้าชม 🇹🇭 - Übermensch in #BANGKOK สัมผัสได้ถึงความร้อนแรงของวันแรกกันหรือเปล่า? ❤️‍🔥 อย่าลืมมาร่วมเป็นส่วนหนึ่งของนิทรรศการ Übermensch ที่กรุงเทพด้วยกัน! นิทรรศการศิลปะดิจิทัลเต็มรูปแบบ พร้อมแล้วที่จะให้คุณก้าวเข้ามาสัมผัสประสบการณ์✨ 🗓️ ระยะเวลาจัดแสดง: 15 ม.ค. 2026 (พฤหัสบดี) – 15 ก.พ. 2026 (อาทิตย์) 📍 สถานที่: ชั้น 1, EM TOWER – EMSPHERE 🎫 บัตรเข้างานอย่างเป็นทางการ จำหน่ายผ่าน MEGATIX / DAMAI / MAISEAT 🔗 MEGATIX: 🔗 DAMAI: 🔗 MAISEAT: #GDRAGON #GD #Übermensch #GDRAGONExhibition #GDRAGONinBangkok #GDinBangkok #Übermensch_exhibition #fanplusonedotcom #Be_Übermensch

G-DRAGON MEDIA EXHIBITION : Übermensch

45,746 次观看 • 8 个月前

Make a lot of stuff, allow perfection to emerge, and focus on the process. - beeple A short visit to the NODE this weekend to support a fellow artist and someone who inspires me to dream bigger. From his 20 years of daily activities to his forward thinking evolving technical capabilities, he shows us what the present moment is and what the future can look like in art. I believe Mike is one of the most down to Earth and influential artists working today in art and technology. How he and his brother, Scott, push the boundaries of art, experience, participation inspires us to think and create in new dynamic ways. Not only is he pushing the boundaries of what’s possible and show us things we have never seen before, he cares deeply about other artists; His community! Mike lead millions of artists to think about NFTs in 2021 which was a huge first step for the future of preserving art. Now in 2026, with the patronage of NODE, the organization of phil, and the graciousness of Micky 🐸, it is genuinely gearing up to be a massive paradigm shift for an art movement as we live and breathe. This is it folks! We like to say that we are in the golden age, or undergoing a digital art renaissance. It’s happening right now! And you who are reading this is part of it. On X, and in person. It requires us all who give a fuck to show up and support each other and make the art that’s true to us, and collect what we connect to or that moves us. To share how we each see the world from our perspectives in making art or experiences art; sharing ideas helps us become a collective consciousness and allows us to learn and grow together. With every event I can feel we get closer and closer; I was fortunate to spend more quality time with the people I learn from and respect. Like El Barba Roja blue check and Coldie 🟦🟥, AP, MrMerge, Winnie, Lanett Bennett Grant, joeyL.eth / Yatreda ያጥሬዳ, and of course the homie Chikai! It takes a village, and in this case it takes a village to raise Human One as Ryan Zurrer & Jehan Chu said in their recent posts. We all play a role here and contribute our hearts with our love for the game. You can see in Mikes work and character that he uplifts everyone. From his hometown studio in Charleston to the exhibitions he’s cultivating around the world. He includes 100s of artists to be a part of it. That’s true leadership! Thank you Mike for bringing us along and being a part of your journey of commitment, community, humility, humor, and have a good fucking time at your art shows. Congratulations, We love you bro!

justinaversano

10,082 次观看 • 5 个月前

January 2026 Q&A is now live! I answer 21 questions from listeners and viewers on Instagram, YouTube, X, and LinkedIn. Watch on X, YouTube, Spotify or wherever you get your podcasts. 0:00 January 2026 Q&A 0:35 YouTube joelrelova What are some 2026 recommended “must-read” books? 1:20 LinkedIn Andre Goersch Why do you advocate crypto, especially given how volatile it is? 2:19 YouTube lindagreen2395 Do you think Trump is showing signs of dementia? If so, what is your prediction of how the last 2 years of his term will be? Do you think his Chief of Staff will cover it up and try to run the country? Will the Republicans in Congress go along with this? 4:08 Instagram rossyyy4142 What is an underrated history book you think more people should know about? 5:06 LinkedIn Carlos Gimeno What would you identify as the most important part of your non-financial legacy to your children and why? 6:32 Instagram a.kerbusch If you have no money, how do you make money? 7:40 Instagram john.nunzio2 How can the Democrats get back to the center instead of moving to the far left? 8:23 YouTube robbocik1891 Where do you think the housing market and the US overall economy be in 6 months? 9:09 X namesnik Can you define why Bitcoin has value for a layman? 10:10 Instagram arunajoe Did you grow up liberal or conservative? 10:51 LinkedIn Peter Koritschan Thoughts on relative growth in importance of the Middle East in contrast to the U.S. and Europe. 11:50 LinkedIn Beata Brandt Do the "bobbleheads" like Scott Bessent and Howard Lutnik truly believe their statements regarding the economy, or do they know better and won't tell the truth? Does Wall Street understand the current economic conditions on Main Street? 13:17 Instagram colinmcberry1 What books do you recommend and gift the most? 14:01 Instagram hzube What have you learned over the years about how to be a good husband? 15:02 Instagram baashfulalpaca What current cabinet member has the best chance to continue a life in politics afterwards? 15:41 LinkedIn Mary Lee Dillon What do you think we can do to eliminate the kleptocracy, graft, and overall government corruption in the US today? 16:55 YouTube normanwoods8844 Do you believe that a policy guided by core principles, one that is principle-driven, has completely vanished from the global and American political landscape, or is there still an opportunity for a leader to have the fortitude to uphold such a stance? 18:30 Instagram lukewebb7 What 3 ways have you been using AI that’s accelerated your work? 19:51 Instagram jeangilchrist What are your favorite novels? 20:31 YouTube briansmith3836 Do you believe that when we die, it’s lights out, or is there something else? 21:21 YouTube braddavid902 What is your favorite movie about WWII?

Anthony Scaramucci

63,750 次观看 • 8 个月前

It's the June Q&A on Open Book, and you came at me with everything this month: aliens, whether there's a reckoning coming when Trump's term ends, and the honest reason it took me so long to break from him. I'm dodging none of it, plus I'm handing you a summer's worth of book recommendations. Keep the questions coming in the comments. Thank you to Joana and Big Chorux 2.0 🥷 from X for asking questions. Timestamps 0:00 June 2026 Open Book Q&A Introduction 0:45 Is there going to be a reckoning in US politics when the Trump term ends? 2:07 If you were going to grad school again today, would you still go to law school? If not, why not? 3:52 Any recommendations for resources (books, podcasts, blogs, whatever) appropriate for an early high school level (like 9th grade) on how markets really work? 5:11 X Joana Which books would you recommend a 12-year-old boy who’s an advanced reader with an interest in history and fantasy/adventure? 6:00 What’s the honest reason it took you that long to see what you now say so confidently, and what do you think current Trump-aligned officials are rationalizing right now that you used to? 8:23 What are your thoughts on the NY Democratic primary results? 9:08 I want to read more, but struggle with time. What’s a short, punchy book you would recommend? 10:04 Do you believe (as I do) that those three goals are compatible with the Democratic Socialist wave we just witnessed in the NYC primaries? 11:13 My question to you is: how can we encourage others on both sides to drop the dogma and the pitchforks, put our heads together, and think critically about these issues? 12:42 Do you have any advice for a young person looking to make a positive contribution to our democracy? 13:34 What are some practical ways for American citizens to reclaim it in a constructive way? 14:30 Who is a famous entrepreneur who you would like to see run for President? 15:32 Many leading members of the financial community have a genuine and deeply-held engagement with art. Do you collect, and do you have a favorite artist or art movement? 16:51 X Big Chorux 2.0 🥷 What's one thing you wish you knew at 20? 17:40 Which books provide the best overview of U.S. financial history, especially the role of bank bailouts and private equity in shaping the modern economy? 18:20 What is the best advice you give your kids about politics? 19:05 Has a book ever changed your opinion on an issue? If so, what was it? 20:03 Do you believe aliens are among us? 21:14 What is your best takeaway and your greatest regret from your early career days? 22:08 What are some book recommendations you can offer?

Anthony Scaramucci

22,395 次观看 • 3 个月前

E152: Raoul Pal: Buy the F*cking Dip! For our last podcast of the year, I flew to Dubai to record our 4th WSH episode with Raoul Pal. As ever, it was a blast, and an absolute banger full alpha on how to navigate crypto in 2026 Enjoy! Timestamps 0:00 Introduction 1:40 Please Subscribe 2:06 Getting Sick, Conferences, & Podcasts 4:04 From God to Moron every 6 months 6:13 Online FUD and state actors 12:36 Is It Realistic To Put All Your Hopes & Dreams Into Crypto? 15:13 Partnerships: Jupiter Paradex KAST Zashi is now Zodl 18:46 Buy & Hold 21:38 Liquidity Is The Name Of The Game 26:59 The Minimum Regret Portfolio 29:25 Chat GPT and Onchain Metrics 30:47 Does Raoul Follow His Own DTFU Framework? 36:33 Partnerships: Trezor Sui Story 37:47 Naval and Balaji bullish on Zcash: the God signal? 40:24 When will Raoul buy ZCash? 43:20 Is DCA'ing BTC forever not the only true proven way to make money? 47:17 Kevin’s Learnings From Silicon Valley & Raoul’s Thoughts 54:26 Silicon Valley vs Wall Street crypto frameworks 56:21 Exponential Growth 1:03:28 The Internet vs Bitcoin similarities 1:09:43 Raoul’s Portfolio for 2026 1:11:48 Raoul's Honest Thoughts On SUI In Late 2025 1:15:33 How Do You Ensure that onchain Data is not faked? 1:16:19 Where do the SUI Network Users Come From? 1:17:35 Being Paranoid In Regard To Crypto data 1:21:03 Luck 1:22:50 The Superpowers of Podcasting 1:26:47 What does Raoul do with his monthly income? 1:28:13 What’s Happening With NFTs? 1:35:27 The Upstream Of All Wealth Leads To Art 1:38:53 Buy the f*cking Dip? 1:45:50 Conviction 1:46:37 Is 2026 bullish or bearish: Insider info 1:47:55 How To Make it in Crypto In 202 Real Vision

MR SHIFT 🦁

486,896 次观看 • 9 个月前

A beanie that reads your thoughts and turns them into text — no surgery required?@jason grills the co-founders on their noninvasive brain-computer interface, backed by Vinod Khosla, and calls cap on the whole thing (until he doesn't). This episode of This Week in Startups covers a lot of ground: Jason's tactical tip of the day on making everyone the CEO of their domain, a deep dive into Sabi's thought-to-text beanie, a live demo of AI-powered podcast sidebars built by the TWiST audience, the announcement of a new $5K bounty for an annotation tool, and Jason's big five wellness framework. 0:00 Intro & tactical tip: Make everyone the CEO of their domain 1:49 Matt Coffin's "CEO of X" management philosophy 3:04 Community ownership: Deputizing Ricky, Lawn, Bianca, Maddie, Kabir 4:02 Building the Noti Gang: X group chats and community flywheels 5:08 Founder takeaways: Activate your top 1%, make someone the CEO of it 6:18 The streamer trick, parasocial dynamics, and creator ethics 7:59 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 9:34 Guest intro: Rahul Chhabra of Sabi 10:01 What is Sabi? Noninvasive BCI in a beanie with 100,000 sensors 10:02 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 11:02 How it works: From fMRI to EEG, from hospital to hat 13:46 The brain foundation model and thought-to-text decoding 15:55 Vetting the founders: BITS Pilani, Stanford, athlete fatigue AI 17:22 Vinod Khosla's investment thesis: BCI must be noninvasive 19:30 Jason's challenge: Say "Calacanis" or it doesn't count 19:50 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 21:30 Reserve your device, release by end of 2026 22:26 Privacy concerns: Does the beanie read everything? 23:47 Jason's Big Five wellness framework: sleep, nutrition, exercise, meditation, socialization 25:41 Bounty #1: AI live sidebar contest — demos from the TWiST audience 26:02 What the bounty asked for: AI personas watching the show in real time 27:04 Oliver's breakdown: What's easy vs. hard about live AI commentary 28:40 Demo #1: Armchair (by Mark Colebrook) — fact-checker + troll personas, live 30:26 Render: Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers. 35:30 Live political violence test: The sidebar in real time on the WHCD shooting 38:45 Demo #2: Pod Commentators / SideCast — browser-based, Gemini-powered 40:35 Jason's revised Bounty #1 spec: Fact-checker + cynic, public stream or Zoom 42:41 Timeline: check-ins May 1, May 8; final winner May 15 44:51 Demo #3: BMD Pat (by Patrick Hughes) — instant URL, all-snarky personas 46:52 Bounty #2 announced: — a fair-use multimedia annotation tool 49:31 Annotated: the of media commentary 51:11 Contest rules: Jason owns the domain, winner gets $5K + potential ongoing work 53:13 Wrap-up: Bounty 1 = AI sidebar, Bounty 2 = Annotated 🎥 Watch the full episode here 👇

This Week in Startups

16,398 次观看 • 5 个月前

👀🎬 หนุ่มๆ BOYNEXTDOOR ส่งสัญญาณความสนุกมาถึงหน้าประตูบ้านแล้ว 🚪🔥 ไหนใครพร้อมจะไปตะโกน KNOCK KNOCK กับตัวจริงเสียงจริงแล้วบ้าง?! 🙋🏻‍♀️✨ ดูคลิปวนไปเพื่อเรียกน้ำย่อย แล้วปักหมุดนับถอยหลังสู่วันกดบัตรได้เลย! วอร์มนิ้วให้พร้อม... แล้วเจอกันวันเปิดขายบัตรนะ ONEDOOR! 💨✨ BOYNEXTDOOR TOUR 'KNOCK ON Vol.2' IN BANGKOK 📆 วันเสาร์ที่ 30 มกราคม 2570 เวลา 18:00 น. 🏟️ อิมแพ็ค อารีน่า 💵ราคาบัตร: VIP PACKAGE 6,800 (บัตรยืนและนั่ง) / 5,800 (บัตรยืนและนั่ง) / 4,500 / 3,800 และ 2,800 บาท *ทุกที่นั่งทุกราคาบัตรรับบัตรแข็งและโปสเตอร์ที่ระลึก *ใช้บัตรกระดาษเข้างาน 🎫เปิดจำหน่ายบัตรรอบ ONEDOOR MEMBERSHIP PRESALE: วันเสาร์ที่ 3 ตุลาคม 2569 เวลา 12.00 – 18.00 น. ผ่านทาง เท่านั้น *เปิดจำหน่ายทุกราคา ในจำนวนจำกัด* *สำหรับรายละเอียดเพิ่มเติม โปรดอ้างอิงจาก 🎫เปิดจำหน่ายบัตรรอบทั่วไป: วันอาทิตย์ที่ 4 ตุลาคม 2569 ตั้งแต่เวลา 12:00 น. เป็นต้นไป ผ่านทาง เท่านั้น *เปิดจำหน่ายทุกราคา* และตั้งแต่วันที่ 5 ตุลาคม 2569 เป็นต้นไป จำหน่ายบัตรผ่านทาง เคาน์เตอร์ไทยทิคเก็ตเมเจอร์ ทุกสาขา หรือ และ Call Center 02-262-3456 ผ่านทาง *จำหน่ายบัตรเฉพาะบัตรนั่งราคา 6,800 / 5,800 / 4,500 / 3,800 และ 2,800 บาท เท่านั้น* ติดตามรายละเอียดเพิ่มเติมได้ที่ Facebook และ TikTok : @imethailand / X และ Instagram : iMe Thailand ------------------------- 👀🎬 BOYNEXTDOOR is delivering signals of fun right to your doorstep! 🚪🔥 Who’s ready to shout KNOCK KNOCK with them in person for the very first time?! 🙋🏻‍♀️✨ Watch the video on loop to whet your appetite, and pin the date to start the countdown to ticketing day! Warm up your fingers... and see you on ticket sales day, ONEDOOR! 💨✨ BOYNEXTDOOR TOUR 'KNOCK ON Vol.2' IN BANGKOK 🏟️ IMPACT ARENA 📆 Saturday, January 30, 2027, 6:00 PM (BKK TIME) 💵Tickets Price: VIP PACKAGE 6,800 (standing & seated) / 5,800 (standing & seated) / 4,500 / 3,800 and 2,800 THB *All ticketholders will receive official poster and plastic ticket. *A paper ticket is required for entry. (Click the image for more information) 🎫 ONEDOOR MEMBERSHIP PRESALE: 3 October (Sat) at 12:00 PM – 6:00 PM (BKK Time) at only. *Tickets are available for all prices, with limited quantities available.* *For more information, please refer to 🎫 GENERAL ON SALE: 4 October (Sun) at 12:00 PM onwards (BKK Time) Via only *Tickets are available for all prices* From October 5, 2026 onwards, tickets can be purchased at Thaiticketmajor at all branches, or Call Center +662-262-3456 Via *Tickets are available only for seated ticket price 6,800 / 5,800 / 4,500 / 3,800 and 2,800 THB* For more information, please visit Facebook & Tiktok: imethailand / Twitter & Instagram: ime_th #BND #KNOCK_ON_Vol_2 #KNOCK_ON_Vol_2_IN_BANGKOK #KNOCK_ON_Vol_2_IN_ASIA #iMeThailand

iMe Thailand

17,489 次观看 • 1 个月前

Rick Rubin: "Make what you love, not what you think people will like" "If you want to live in a creative way, which will benefit everything in your life, be a better person in your family, do a better job starting a new business, it's all the same. I don't really know anything about music. It's more a way of looking at the world and wanting it to be the best it could possibly be. And doing whatever it takes to be the best it could possibly be." Rubin shares how his career happened: "From the beginning, I never thought any of the things I'm doing were possible or realistic. I just did things out of the love of them, thinking I would have real jobs. That my passion would be my hobby, and I'd have a job to support my hobby. And it just magically turned out different than that without me knowing it was possible." On why some things connect and others don't: "The stars line up at certain times for certain things to happen. Sometimes you can make something great, and it doesn't connect for whatever reason. Sometimes you make two things you think are the two best things you've ever made. One of them connects with the world. One of them doesn't. And it might not have anything to do with what's in the art. It might be that it came out the same day as something else. Or there was a bigger story at the time. There's so much to it that we don't understand." He continues: "All we can do is make something good and put it out and hope for the best. That's all there is. We never know why things work. Even if you make a piece of art and it works, you may not know why." On talent versus work ethic: "There are a lot of talented people who never make it because they don't have the work ethic. It's not just talent, talent's a piece. And you could argue for some people, the work ethic trumps the talent." Rubin explains what real collaboration is: "Having worked with a lot of bands, I see there's often this friction where people are trying to get their idea in. That's not a collaboration. A real collaboration is when everyone who's there is working together towards whatever is the best thing for the whole. Whether it's your idea or someone else's idea, it doesn't matter. If you're invested in the collaboration, you want the best idea to win. You don't want your idea to win." On what makes art great: "What makes it great is the personal. With all of its imperfections. With all of its quirkiness. That's what makes it great. How you see the world that's different from how everyone else sees the world. That's why you're an artist. That's your purpose in sharing your work with the world." He warns against being derivative: "There are these derivative voices where they're finding what they think other people want to hear, and they start saying it because they've heard other people say similar things that are now successful. Even if they have some short-term success doing that, it's not revolutionary. It doesn't change the world. It doesn't last. The people who you first see and you might not like that you come to like because you don't understand them at first, those are the ones that change the world. Those are the ones you dedicate your fandom to for life." Rubin shares his philosophy on taste: "You can't second-guess your own taste for what someone else is going to like. We're not smart enough to know what someone else is going to like. To make something thinking, 'Well, I don't really like it, but I think this group of people will like it,' it's a bad way to play the game of music or art. You have to do what's personal to you. Take it as far as you can go. Really push the boundaries. And people will resonate with it if they're supposed to resonate with it." He describes creativity as catching waves: "We're really talking about magic. The universe conspiring on our behalf if we let it. Being in this flow of catching these waves that anyone can catch. If you're trying to catch it, you're open to it, you see it coming, you take off on every chance you get. And sometimes the ride happens. It's remarkable how it happens. It doesn't come from preconception. It's not an idea. It's through the doing." Rubin explains how ideas exist in the universe: "Have you ever had that experience where you have an idea for something, you don't do it, and then six months later you see someone else has done it? It's not because they took your idea. It's that it's time for that, and you can act on it or not. The best artists are the ones who have the best antenna for this material that's available. It's coming through. The best comedians see the best jokes. They see them coming. We all live in the same world; the way you see it, you have the best joke because you see it best." He closes with how to stay open: "If we listen to what's going on around us, you can overhear a conversation in a coffee shop, and it is the setup for an idea you're working on. You hear a phrase you don't commonly use. My experience is: when you are open and looking for these clues in the world, they're happening all the time. And they're happening often right when you need them."

Jaynit

109,182 次观看 • 6 个月前

On Zero 10 at Art Basel 2026 When I heard Zero 10 was coming to Art Basel, the first thing I felt wasn't curiosity about the art. It was the chance to finally stand in a room with people I'd only ever known through a screen and talk about where our space actually is right now. I went in wearing two hats and trying to keep both on at once. One was the curious visitor: how does digital art even get communicated inside an institution like this? The other I can't take off. Someone who comes from the underground core of this scene. I made myself a promise on the way in. No "fuck this, it's all cringe." Neutral. Open. Give it everything before I judge anything. And for a while, it earned that. The first thing Zero 10 gets right is that it doesn't feel like a side fair, even though that's exactly what it is. Visually it holds the moment. Without saying it out loud, it tells you Art Basel is serious about this now. Not dabbling, not hedging its bets. The first works I saw were John Gerrard's triptych of flags, and they set the tone instantly. They're gorgeous. Someone walking in cold might not even clock them as simulations. They might think they're looking at a live feed. That's the point. The room opens by declaring, in the most aesthetic way possible: *this is the zeitgeist of digital art.* Hold onto that sentence. I'll come back to it. Walking through, I slowly understood what Eli Scheinman and Trevor Paglen were actually doing. This wasn't Miami, where every phone in the room was pointed at Beeple's robot dogs and the whole thing tipped into spectacle, which, to be fair, worked exactly as intended. Basel was something else. Didactic in the good sense. A guided walk through the history of digital art, screens and physical works, old and new, woven together until the seams disappeared. For someone like me, who has been pushing back on the flattening, the lazy reflex that files Autoglyphs and Fidenza in the same drawer as 10k flip projects, this was genuinely moving to see. Someone built a room that takes this work seriously enough to give it a lineage. That matters. I don't want to undersell how much it matters. Then I hit Avery Singer's *Shit Coin Maxi*, hung by Hauser & Wirth, and that's the exact moment something turned. It's a good title, or it was. That's almost the problem. "Shit coin" is already dead vocabulary. That word had its currency back in Cobie's peak era, and nobody current talks like that anymore. So a painting made in 2025 reaching for it reads less like the present than like nostalgia for a moment that already passed. I'm not mad at the work. I'm noting what it represents. A blue-chip painter borrowing a word that signaled "now" a couple of cycles ago, hung in the room that's claiming to show us the actual now. The strongest culture of the last few years got made by people with no institutional cover, and what makes it onto a blue-chip wall is the part already legible to the institution, smoothed down into something sellable. So the present wasn't absent from the room. It was here, absorbed, translated into a dialect the fair already understands. Which made me start looking for the other version of it. The one that hasn't been translated yet. The thing that's still hot to the touch. It wasn't there. Not a single artist or movement in the room represented the current moment on its own terms. Someone will say that's just my perspective, and fine. But let's be real. The wildest movement of the last cycle happened on Solana, through meme coins, and out of that chaos came an NFT scene with its own dynamic and a handful of genuinely outstanding artists building a language that deserves a place in the canon. Avant NFTs, Gay NFTs, tongue-licking-the-flame NFTs, whatever you want to call them. That language isn't a footnote. Read properly, it throws new light backward. It's what finally lets the 2021 work and everything before it be seen as something other than cartoon monkeys. The current scene is the key to the historical one. Leave it out and the history you're telling is missing the part that shows the conversation has moved past 2021 bag holders praying for the mass adoption where the world wakes up and decides Tyler Hobbs is sexier than Ida Ekblad. And before anyone reads this as an NFT guy asking for more NFTs: that's the reduction, and the reduction is the whole problem. What's missing isn't a market category. It's a way of working. Artists using the blockchain like a studio, not to mint jpegs but to build whole worlds, weaving AI, physical objects, writing, and community into one continuous practice instead of separate outputs. That is digital art. That is AI art. The two things this show says it's about. Which is what makes the omission strange. Zero 10 sorts everything into clean bins, AI over here, generative over there, a physical piece on the wall, exactly when the work that's most alive is the work dissolving those bins. The filing system is the tell. It organizes the present with the categories of the past. Which brings me back to that opening declaration. *This is the zeitgeist of digital art.* Except those flags weren't new. *Western Flag* dates to 2017. The newest of the three is 2023. The works chosen to announce the present were themselves already the past. Fellowship framed the triptych as a nine-year body of work, the oldest piece nearly a decade old. A zeitgeist on a delay. None of this makes the work bad, but digital culture doesn't run on museum time, and work that felt current when it was made can read as historical by the time it's framed as the now. Is it even one, then? I mean that as a real question, not a gotcha. A zeitgeist is the spirit of a time, and a spirit can only belong to the people living inside it. So what happens when the previous generation is the one interpreting what the current generation's culture looks like? Does it stay a zeitgeist, or quietly become a retrospective wearing the zeitgeist's clothes? You named the whole platform after Malevich's *0,10*, the show where Suprematism reduced everything to zero and started over. You set your own bar at rupture. And the one thing the room didn't show me was the rupture happening outside its walls. This isn't sentiment, either. The last Art Basel and UBS survey put it plainly: Millennials and Gen Z now make up roughly three-quarters of high-net-worth collectors, and more than half of those collectors bought a digital work in the past year. The new generation isn't the future of this market. It's the present tense. Defining their culture for them, from above, doesn't just feel off. It misreads the room it's standing in. So let me end where my excitement actually lives. For years, the part of Art Basel I loved most wasn't the main fair. It was Liste. The young galleries, the disruptive positions, the work that hadn't been sorted or priced or canonized yet. That's where you went to feel something. Zero 10 could be that. It has the bones to become the room that hits you awake before the main halls lull you back to sleep. The cold water before the warm bath. The place you walk through first, get rattled, feel your pulse, and only then go get comfortable. That's the highest thing I can imagine for it, and it's within reach. The frame is right. The seriousness is right. What's missing is the nerve to let the people making the present define what it looks like. Get that part right, and Zero 10 won't be showing us the zeitgeist. It'll be where the zeitgeist is.

VVV.SO

15,724 次观看 • 3 个月前

From a hidden garden awakening to butterfly-inspired high jewelry. Every frame moves like a fashion editorial brought to life. Crafted with GPT Image 2 and animated with Seedance 2.0 on Creatify AI , built using AdFlow. Created as a complete brand journey: hook, build, and emotional reveal, designed for modern luxury storytelling. Prompt: TITLE: TIFFANY BLUE BOOK 2026 — BUTTERFLY CHAPTER STYLE: Luxury fashion film, high jewelry campaign, cinematic realism, ultra-premium production quality, soft natural light, dreamy atmosphere, shallow depth of field, delicate camera movement, elegant transitions, museum-gallery aesthetic, refined color grading, timeless sophistication. VOICE: Warm, melodious female narrator with a graceful, airy tone. Slow pacing with natural pauses. Every line delivered with elegance and wonder. PART 1 (0:00–0:15) — Hidden Garden Awakens Extreme close-ups of a platinum blonde model in soft morning light, diamonds shimmering subtly. A hidden garden awakens with butterflies, dew-covered flowers, and golden sunlight. She raises her head as a Tiffany-inspired necklace catches the light. VOICE: “Introducing… the Butterfly Chapter… from Blue Book 2026.” (pause) “Hidden Garden…” (pause) “The designs are an homage… to a nineteenth-century Tiffany & Co. motif.” PART 2 (0:15–0:30) — Art Becomes Flight A refined gallery of butterfly sketches, vintage illustrations, and living butterflies in motion. Jewels rotate under light, revealing vivid yellow diamonds inspired by iconic heritage designs. VOICE: “The modern evolution…” (pause) “…is inspired by Jean Schlumberger’s iconic butterfly bracelet…” (pause) “Designed for philanthropist Bunny Mellon…” (pause) “…and featuring rare vivid yellow diamonds…” PART 3 (0:30–0:40) — Wings of Legacy Suspended diamond butterfly in darkness, shimmering like starlight. A gallery reveal with butterflies crossing frame, dissolving into Tiffany blue. VOICE: “Designed to mimic butterfly wings…” (pause) “…suspended in flight.” (pause) “The chapter continues…” (pause) “…nearly two centuries…” (pause) “…of Tiffany High Jewelry excellence.” ━━━━━━━━━━━━━━━━━━━━━━ END FRAME: Elegant logo reveal. Soft sparkle. Orchestral fade-out. #creatifyadschallenge #creatify

Shami

108,483 次观看 • 4 个月前

From a hidden garden awakening to butterfly-inspired high jewelry. Every frame moves like a fashion editorial brought to life. Crafted with GPT Image 2 and animated with Seedance 2.0 on Creatify AI , built using AdFlow. Created as a complete brand journey: hook, build, and emotional reveal, designed for modern luxury storytelling. Prompt: TITLE: TIFFANY BLUE BOOK 2026 — BUTTERFLY CHAPTER STYLE: Luxury fashion film, high jewelry campaign, cinematic realism, ultra-premium production quality, soft natural light, dreamy atmosphere, shallow depth of field, delicate camera movement, elegant transitions, museum-gallery aesthetic, refined color grading, timeless sophistication. VOICE: Warm, melodious female narrator with a graceful, airy tone. Slow pacing with natural pauses. Every line delivered with elegance and wonder. PART 1 (0:00–0:15) — Hidden Garden Awakens Extreme close-ups of a platinum blonde model in soft morning light, diamonds shimmering subtly. A hidden garden awakens with butterflies, dew-covered flowers, and golden sunlight. She raises her head as a Tiffany-inspired necklace catches the light. VOICE: “Introducing… the Butterfly Chapter… from Blue Book 2026.” (pause) “Hidden Garden…” (pause) “The designs are an homage… to a nineteenth-century Tiffany & Co. motif.” PART 2 (0:15–0:30) — Art Becomes Flight A refined gallery of butterfly sketches, vintage illustrations, and living butterflies in motion. Jewels rotate under light, revealing vivid yellow diamonds inspired by iconic heritage designs. VOICE: “The modern evolution…” (pause) “…is inspired by Jean Schlumberger’s iconic butterfly bracelet…” (pause) “Designed for philanthropist Bunny Mellon…” (pause) “…and featuring rare vivid yellow diamonds…” PART 3 (0:30–0:40) — Wings of Legacy Suspended diamond butterfly in darkness, shimmering like starlight. A gallery reveal with butterflies crossing frame, dissolving into Tiffany blue. VOICE: “Designed to mimic butterfly wings…” (pause) “…suspended in flight.” (pause) “The chapter continues…” (pause) “…nearly two centuries…” (pause) “…of Tiffany High Jewelry excellence.” ━━━━━━━━━━━━━━━━━━━━━━ END FRAME: Elegant logo reveal. Soft sparkle. Orchestral fade-out. #creatifyadschallenge #creatify

Shami

58,809 次观看 • 3 个月前

🎥 #Trumps_Art_of_the_Deal: #Swallowing_Venezuela, #Greenland and #Iran by #America; #Swallowing_the_Middle_East by #Israel👇👇 👈 #Akbar_Ganji, 22 September 2026 ✅ Iranians should keep a very close eye on Trump—the oil thief and land thief—so that he does not, with the bribe of power and wealth, buy the sellouts who are Iranian in name only and take Iran’s oil, or part of Iran’s territory (as with Venezuela and Greenland), for himself. ✅ He gave an $800,000 house to the husband of Greenland’s foreign minister and seized the place. ✅ Trump has said, again and again and in so many words, that he has taken Venezuela’s oil for America and that he wants to do the same to Iran. On 16 December 2025 he wrote on Truth Social that the pressure would continue “Until such time as they return to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.” On 17 December 2025 he told reporters they had taken America’s energy rights and oil “not so long ago,” that Washington wanted it back, and that it had been taken illegally. On 3 January 2026, after the military operation and the arrest of Maduro, he said the United States would “run” Venezuela and “we’re going to be taking out a lot of wealth out of the ground.” On 24 January 2026 he told the New York Post: “Let me put it this way, they don’t have any oil. We’re taking the oil.” The oil was being sent to Houston refineries. In June 2026 he wrote on Truth Social that he would soon take Kharg Island and other Iranian oil sites and take complete control of their oil and gas market “just like Venezuela.” On 13 September 2026 in Ireland he said America would eventually get out of Iran, “unless we decide to stay and keep the oil, like Venezuela.” On 9 January 2026, on Greenland, he said: “I’m going to do something in Greenland, whether they like it or not… I’d like to make a deal the easy way, but if we don’t do it the easy way, we’re going to do it the hard way.” ✅ In Iran, Trump is after a repeat of the Iraq and Venezuela model: control of foreign-exchange revenues and a client state. He has said repeatedly that he wants to apply the Venezuela model to Iran. Since 2003, Iraq’s oil revenues have sat in an account of the Central Bank of Iraq at the Federal Reserve Bank of New York, and every U.S. president has renewed Executive Order 13303; Trump renewed it on 4 May 2026. Reuters reported on 23 January 2026 that Washington threatened even to target Iraq’s oil income if forces close to Iran entered the new government. The New York Times wrote that the Trump administration temporarily blocked the transfer of Iraq’s own dollars from U.S. banks to Baghdad. After Iraq’s November 2025 election, the Shiite majority nominated Nouri al-Maliki for prime minister. On 27 January 2026 Trump wrote on Truth Social that if Maliki were chosen, “the United States of America will no longer help Iraq,” and that without U.S. help Iraq would have “ZERO chance.” Maliki rejected the interference, but his candidacy was withdrawn and, under Washington’s pressure, Ali al-Zaidi became prime minister. In May 2026 Trump said “we support [him] very strongly” and received him at the White House in July. In Venezuela, oil income is likewise under American arrangements. On 18 September 2026 Reuters and the Financial Times reported that the interim government and a faction of the opposition were close to moving some 31 tons of Venezuelan gold—nearly $4 billion—from the Bank of England to the Federal Reserve Bank of New York, with the United States controlling access. The twin earthquakes of 24 June 2026 left more than 1,700 officially dead; some reports put the toll higher. They want the gold released in the name of post-earthquake reconstruction, but spending it is subject to U.S. oversight and a Treasury account. Without Washington’s permission—and in practice without Marco Rubio—Caracas cannot touch its own reserves. ✅ Many Republican leaders have repeated Trump’s words on Venezuela, Greenland, and Iran almost verbatim. ✅ Most recently, Carla Sands, former U.S. ambassador to Denmark, told Fox News: “We have Venezuela, we’ll have Iran, and now if we have Greenland, we can supply the world with energy for hundreds of years to come—and I mean hundreds of years—with the energy that’s been discovered.” ✅ Watch Rachel Maddow’s (Rachel Maddow) five-minute exposé. She is a leading American liberal political analyst. It calls to mind the worst age of colonialism and imperialism—with this difference: this naked imperialism can no longer be dismissed as “conspiracy theory.” Many American politicians have said the same, among them Michael McFaul (Michael McFaul), U.S. ambassador to Russia under Obama. On 29 August 2026 he wrote that Trump had taken America back to the nineteenth century and was behaving like a typical imperial empire of that century, and that the Venezuela oil deal was naked imperialism: taking another country’s assets in the south by military force. On 3 September 2026, answering the White House, he wrote: “That’s called imperialism. We are profiting from the use of force in another country.” (McFaul has also written, of the same policy: “Straight up colonialism. We invaded not to restore democracy, but to take their oil.” And: “That this outrageous statement celebrating imperialism was not page one news today underscores how numb we have become to Trump.”) ✅ Most important is Bill Kristol’s (Bill Kristol) conversation three days ago with Robert Kagan. Kagan is a leading neoconservative theorist of the Middle East wars, a co-author of the Project for the New American Century statements, and an advocate of military intervention after the Cold War. His wife, Victoria Jane Nuland, is among the “Israel-first” Zionists and is fiercely hawkish. The four-person debate of 20 May 2026 (30 Ordibehesht 1405) at Meridian Hall in Toronto—John Mearsheimer and Stephen Walt versus Victoria Jane Nuland and Mike Pompeo, the Munk Debate titled “Be it resolved, don’t go hunting monsters”—is historic and unforgettable: In his interview with Bill Kristol, Kagan treats the Trump administration as predatory and imperialist, having taken Venezuela’s oil and Greenland for America by open, naked force. He says this colonial appetite is insatiable: whatever it takes, it is never full, and it has an extraordinary hunger for other people’s property. (I have posted the Kagan–Kristol interview separately.) Kristol himself is a neoconservative and a serious opponent of Trump. He has not become an anti-interventionist, but he treats Trump’s intervention as the seizure of oil and land, not as leadership of a world order, and he calls the Greenland threat and the Venezuela oil deal imperial bullying. ✅ I could go on, with film, tweets, and debates, to show that what has happened—and is happening—to Iran follows the same imperial program. 🔺 Mike Pompeo (Mike Pompeo), an “Israel-first” neocon, wrote on X on 2 January 2026: “Happy New Year to every Iranian in the streets. Also to every Mossad agent walking beside them.” The Jerusalem Post and The Times of Israel carried it the same day. A few days earlier, a Persian-language channel attributed to Mossad had written: “Let us go out into the streets together… not only from afar; we are with you in the field as well.” 🔺 John Bolton and Mike Pence have held the same line. All three have sat with the Mujahedin-e Khalq. In July 2018, at an MEK rally in Paris, Bolton said they would celebrate in Tehran before 2019. 🔺 Netanyahu and other Israeli leaders have said repeatedly that without regime change in Iran their work is incomplete. In Israeli elections there is no real contest among rivals over “regime change in Iran.” Israel has also had a close relationship with the MEK, but publicly it defends Reza Pahlavi and the restoration of the Pahlavi monarchy. Shahriar Ahy—then Reza Pahlavi’s most serious adviser—said in New York in 2006 that Israel first offered the leak of Iran’s secret nuclear documents to them; when they refused, Israel gave the documents to the MEK to publish. 🔺 On 5 April 2026 Trump told Fox News that America had sent “guns, a lot of guns” for Iranian protesters, through the Kurds, and that he thought the Kurds had kept the weapons. On 4 March the New York Times wrote that the CIA had given light arms to Iranian Kurdish forces before the war. Iranian Kurdish parties denied receiving the weapons. 🔺 On 12 February 2026 the Wall Street Journal, citing U.S. officials, wrote that after the January crackdown the Trump administration had smuggled some 6,000 Starlink terminals into Iran; the State Department had bought nearly 7,000, and Trump knew of the deliveries. 🔺 On 24–25 February 2026 the CIA posted in Persian on X, Instagram, and YouTube: “The Central Intelligence Agency hears you and wants to help,” and gave instructions for a secure call by informants. AP and Reuters reported it the same day. Yasmine, Noor, and Iman Pahlavi—according to their Instagram records—storyed the CIA notice at the same time. ✅ The defining fact of this moment is that the governments of the United States and Israel no longer hide their aims; they state them in public every day, so that no one can be silenced with the label “conspiracy theory.” The imperial neoliberal government of Trump and Netanyahu has forced even leading neoconservative theorists to distance themselves. Democratic leaders—Obama, Biden, Kamala Harris, Hillary Clinton, Susan Rice, John Kerry, Biden’s secretary of state, the national-security advisers of Obama and Biden, and Democratic candidates in the 3 November midterms—mainly say the JCPOA worked and that under it Iran would never have obtained a nuclear weapon (and on that claim they are entirely right), and that the causeless, illegal, economically costly, and failed military attack on Iran at Netanyahu’s request was unnecessary. But if Trump also swallows Iran as he has Venezuela and Greenland, and if the next president is a Democrat, they will welcome it—just as the Obama and Biden administrations never restored Iraq’s economic independence. The executive order keeping Iraq’s oil account at the New York Fed was renewed under both. ✅ In Part I of The Communist Manifesto, Karl Marx offered a brilliant, deep analysis of modernity’s victories in the modern age. But Marx saw that age as the age of revolution against capitalism and of human emancipation, to which both the inner contradictions of capitalism would lead of necessity and which the working class would will into being. That did not happen. Even serious defenders of liberal democracy—including John Rawls, the most important political philosopher of the theory of justice, and Paul Starr in Freedom’s Power: The True Force of Liberalism—were compelled to criticize, in earnest, the coups and foreign aggressions of “liberal imperialism.” Rawls, who in The Law of Peoples was a theorist of humanitarian intervention and just war, criticized and rejected CIA coups in other countries in that same book, including the CIA coup against Dr. Mohammad Mossadegh in 1953. In §5.4 Rawls wrote that the United States overthrew the democracies of Allende in Chile, Árbenz in Guatemala, Mossadegh in Iran, and, on some accounts, the Sandinistas in Nicaragua. Whatever the merits of those regimes, the covert operations against them were carried out by a government motivated by monopolistic and oligarchic interests without the knowledge or criticism of the public. This was made easier by a skillful appeal to national security in the context of superpower rivalry, which allowed such weak democracies to be seen, however implausibly, as a threat. Although democratic peoples are not expansionist, they do defend their security interest, and a democratic government can easily appeal to that interest to support covert interventions even when the actual motive is hidden economic interests. Rawls also wrote, in §14.1, that the atomic bombings of Hiroshima and Nagasaki, aimed primarily at civilian populations, were very great wrongs. He went on (§4.4 and the footnotes to that section) to say that Japan was already close to surrender and that there was no need for the atomic bombings. But Truman was a racist and called the Japanese savages and barbarians and said they should be treated as such; yet how foolish it now seems to regard the Germans and the Japanese as wholly barbarian and savage. Look at the names Donald Trump has given Iranians in his second term. On 1 April 2026, in a televised address, he said: “We’re going to hit them extremely hard over the next two to three weeks. We’re going to bring them back to the Stone Ages where they belong.” That same night: “If there is no deal, we are going to hit each and every one of their electric generating plants very hard and probably simultaneously. We have not hit their oil, even though that’s the easiest target of all, because it would not give them even a small chance of survival or rebuilding.” In early April: “No bridges, no power plants… Stone Ages.” April reports of Trump on Iranians: “animals,” and once “horrible genes, not like our own.” In July 2026 he called Iran’s leaders “scum” and “sick people.” In September 2026 he told Axios: “Do I want to go in and annihilate them or do I not? It’s a big decision.” In another interview he set out the options as obliterating Iran, letting it rot economically, or making a deal. You see exactly the racist gaze that Edward Said mapped so well in Orientalism. (One of the charges Republicans leveled at Barack Obama was that he had met Edward Said.) That racist attitude cannot and must not be ignored in the bombing of Iran’s infrastructure—including the 28 February 2026 attack on Shajarah Tayyebeh Elementary School in Minab, which the UN fact-finding mission on 17 September 2026 found, on “reasonable grounds,” to have been the work of the United States and a war crime: about 157 dead, including more than 120 children. Major American media carried the same report. Trump said it was a wartime mistake. The military attack on Iran had, and has, nothing to do with freedom, human rights, or democracy (whenever Trump feels Iran’s leaders are coming around to him, he lavishes astonishing praise on them). This attack is for oil, domination, colonialism, imperialism, racism, and the interests of Israel, and nothing else. Only that.

Akbar Ganji

42,787 次观看 • 12 天前

Sat down with Andrew D. Huberman, Ph.D. Matt McCusker Tom Segura AKA Mr. Ladybug to talk about Retardmaxxing, erectile function, and more... 0:00 The Case For Daily Cialis 3:35 How Viagra Was Discovered 4:59 Athletes Take Cialis Before Games 5:24 Matt's Morning Routine 6:08 Tom Lost 25 Lbs On Set 8:28 Comedians Vs. Actors 11:07 Pee-Wee Herman & Laird Hamilton 14:02 Brain Science Of Comedy 15:15 Comedy Either Lands Or Doesn't 17:17 Greatness Is Objective 23:03 The Onion Buys InfoWars 24:05 Alex Jones Owes $1.5 Billion 27:42 What Love Island Was Like 28:50 Sleep Score Affects Performance 30:39 Retardmaxxing Explained 32:37 Marc Andreessen On Retardmaxxing 35:27 Steve Jobs Had Rough Edges 39:08 Diddy Video Raised The Bar 46:28 AI Versions Of Your Exes 49:51 More Cameras In America Than China 55:10 Waymo With Wife And Kids 57:31 Uber Driver Says CIA Killed JFK 1:01:51 If Elon Says Moon Landing Is Fake 1:03:34 Epstein Changed His Will 1:08:14 Trump Assassination Attempt Evaporated 1:12:00 Secret Service Fights Counterfeiting 1:17:57 Cocaine Easier To Find Than Creatine 1:28:49 Will 2026 Be A Golden Era? 1:30:28 Algorithm Is A Borderline Girlfriend 1:30:49 Who Even Uses TVs At Hotels? 1:31:11 Adrenaline After Performing 1:34:29 Huberman's 700-Page Book 1:39:58 Hot Shower To Fall Asleep 1:44:04 Melatonin Shrinks Your Balls 1:47:27 Tom's Ultra-Competitive 10-Year-Old 1:55:27 The 3-Year-Old "Expert" 2:00:23 ElevenLabs Stole Chris's Voice 2:05:16 Can You Make DMT From Your Neck 2:11:58 Johnny Depp's Insane Spending 2:25:47 The Marshmallow Test Truth 2:30:05 Huberman's Beef Cameo 2:32:02 Sunlight & Skin Health Explained Paid partnerships included.

Chris Williamson

161,625 次观看 • 4 个月前

YOUR HARDWARE WALLET SUCKS. PERIOD. ZachXBT just said what we've known for years: hardware wallets are garbage. We won't go as far but we surely feel they are not for everyone. They are for advanced users and by no means for wallets that are meant to be accessed frequently. There is one thing hardware wallets are good at: that is keeping crypto secure if someone physically trying to rip private keys (those that give you access to crypto) out of the chip. The reality is that attack almost never happens!😀 When it comes to the attacks that actually drain wallets, hardware wallets make them worse: >> 1. NOT DISCREETE The moment someone sees that little device, you're a confirmed high-value target. >> 2. LEAKED EMAILS AND ADDRESSES Buying one doxxed thousands of people. Leaked customer databases with the real names and home addresses. You just joined a phishing hit list. Emails targeting hardware wallet owners are now so convincing that even veterans get fooled. Privacy can't fail harder than that. >> 3. PAPER BACKUPS You still write your keys on paper. The seed phrase backup negates the entire point of the device. BTW, mobile wallets already moved on: Unstoppable now has passkey wallets allowing to create and restore with zero seed phrase, secured by your device. That will likely become the golden standard in the future. >> 4. YOUR PHONE ALREADY HAS A VAULT Your phone is designed for security. There's a state of the art secure storage chips in your pocket already. Apple and Google built isolated secure elements to guard the most sensitive data in your life. If integrated right by the devs, it's the most battle-tested security hardware on earth. >> 5. MOBILE APP = DISCREETE Nobody knows you're carrying a vault. A phone is the most discreet way to hold crypto. >> 6. MOBILE APPS CAN BUILT CREATIVE SECURITY FEATURES The mobile OS allows many possibilities for secure use. Hardware wallets are meant to stay primitive by design and therefore can't ship security features that are are needed. - Your wallet can wear a disguise. Some wallet apps look like calculators. - Unstoppable's Duress Mode gives you unlimited unlock PINs - under coercion, you show a decoy and keep the rest invisible. - Unstoppable's phishing protection catches look-alike addresses before you send - blocking the #1 way people actually lose crypto today. Hardware wallets solved 2015's problem. Your phone solves 2026's. MOBILE WALLETS ARE THE FUTURE!

Unstoppable | Privacy Wallet

21,732 次观看 • 2 个月前

$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

417,587 次观看 • 4 个月前