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🎄✨ 𝙏𝙝𝙞𝙨 𝘾𝙝𝙧𝙞𝙨𝙩𝙢𝙖𝙨 𝙛𝙚𝙚𝙡𝙨 𝙚𝙭𝙩𝙧𝙖 𝙨𝙥𝙚𝙘𝙞𝙖𝙡… 𝘽𝙚𝙘𝙖𝙪𝙨𝙚 𝙞𝙩’𝙨 𝙤𝙪𝙧 𝙛𝙞𝙧𝙨𝙩 𝙤𝙣𝙚 𝙩𝙤𝙜𝙚𝙩𝙝𝙚𝙧 💛 Celebrate the season with AzRalph in an online fan meet full of love, laughter, and surprises. 🎁 🎅✨ 𝐅𝐢𝐫𝐬𝐭 𝐂𝐡𝐫𝐢𝐬𝐭𝐦𝐚𝐬 𝐰𝐢𝐭𝐡 𝐀𝐳𝐑𝐚𝐥𝐩𝐡 𝐀𝐧 𝐎𝐧𝐥𝐢𝐧𝐞 𝐅𝐚𝐧 𝐌𝐞𝐞𝐭 𝐲𝐨𝐮 𝐰𝐨𝐧’𝐭 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐦𝐢𝐬𝐬 𝐨𝐧 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝟐𝟎, 𝟐𝟎𝟐𝟓. 📌Pre-selling:...

45,161 次观看 • 7 个月前 •via X (Twitter)

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"จริงๆ แล้วเราก็แค่ เกิดมาเพื่อใช้ชีวิต และแก่นของมันคือการออกไปค้นหา และเติมเต็มสิ่งใหม่ๆ ให้ตัวเอง" — มาย ภาคภูมิ ให้ Photobook "My Life" เล่มนี้ เป็นสิ่งใหม่ที่เข้ามาเติมเต็มความสุข และรอยยิ้มให้กับชีวิตคุณ 💚📸 ห้ามพลาดเด็ดขาด! นอกจากแฟชั่นเซ็ตสุดเอ็กซ์คลูซีฟ และ QR Code สแกนดูเบื้องหลังสุดน่ารักแล้ว 🥰 ทุกเล่มที่สั่งซื้อวันนี้ยังมีสิทธิ์ลุ้นไปเจอกับมายตัวจริงในงาน เปิดตัว "My Life Mile Phakphum" วันที่ 30 กรกฎาคมนี้ ที่สามย่านมิตรทาวน์ โอกาสดีๆแบบนี้ รีบกดพรีด่วนเลย! "My Life" ฉบับที่สมบูรณ์แบบที่สุด ✨ OPEN PRE-ORDER NOW! ✨ ลุ้นเป็น 1 ในผู้โชคดีที่จะได้ร่วมสร้างความทรงจำร่วมกัน 🎁 ทุกออเดอร์รับเลย: โปสเตอร์ขนาด A3 1 ใบ ต่อ 1 เล่ม 🟢 LUCKY FAN 10 คน: ถ่ายรูป 1:1 กับมาย พร้อมรับลายเซ็นสด (Fan Sign) บน Photobook และร่วมชมรายการ MY LIFE มาย ภาคภูมิ ในโรงภาพยนตร์ HOUSE ร่วมกัน 🟢 LUCKY FAN 80 คน: รับลายเซ็นสด (Fan Sign) บน Photobook และร่วมชมรายการ MY LIFE มาย ภาคภูมิ ในโรงภาพยนตร์ HOUSE ร่วมกัน 🛒 คลิกสั่งซื้อตอนนี้ที่ 👉 (หมดเขตวันนี้ 15 ก.ค. 2569) 🔔 รายละเอียดเงื่อนไขกิจกรรม Lucky Fan 📥 ปิดลงทะเบียนกิจกรรมลุ้นรับสิทธิ์: วันที่ 16 กรกฎาคม เวลา 23.59 น. 📢 ประกาศรายชื่อผู้โชคดี: วันศุกร์ที่ 17 กรกฎาคม เวลา 17.00 น. เป็นต้นไป ทาง Facebook Page: ร้านนายอินทร์ และ X: NaiinFanclub ✅ การยืนยันสิทธิ์: ผู้โชคดีต้องยืนยันสิทธิ์ภายในวันที่ 21 กรกฎาคม เวลา 12.00 น. หากไม่ยืนยันสิทธิ์ในเวลาที่กำหนด จะถือว่าท่านได้สละสิทธิ์ ---------------------------------------------- “In the end, we’re simply born to live. The heart of life is to keep exploring and finding new things that fulfill us.” — Mile Phakphum Let “MY LIFE” photobook be something new that brings happiness and smiles into your life. 💚📸 Don’t miss out! Along with an exclusive fashion photoshoot and a secret QR code unlocking Mile’s cutest behind-the-scenes moments 🥰, every pre-order placed today gives you the chance to meet Mile in person at the MY LIFE: Mile Phakphum launch event on July 30 at Samyan Mitrtown. A special opportunity like this doesn’t come around often. Pre-order yours today! The most complete edition of MY LIFE. ✨ OPEN FOR PRE-ORDER NOW ✨ Stand a chance to become one of our lucky fans and create unforgettable memories together. 🎁 Every order includes: 1 Exclusive A3 Poster (1 per photobook) 🟢 10 LUCKY FANS will receive a 1:1 photo with Mile, a personally signed photobook (Fan Sign), and an invitation to watch MY LIFE: Mile Phakphum together at HOUSE Cinema. 🟢 80 LUCKY FANS will receive a personally signed photobook (Fan Sign) and an invitation to watch MY LIFE: Mile Phakphum together at HOUSE Cinema. 🛒 Pre-order now at 👉 (Pre-orders close today, July 15, 2026.) 🔔 Lucky Fan Activity Details 📥 Registration closes on July 16 at 11:59 PM. 📢 Winners will be announced on Friday, July 17, from 5:00 PM onwards via the Naiin Facebook Page: ร้านนายอินทร์ and X: NaiinFanclub. ✅ Winners must confirm their prize by 12:00 PM on July 21. Failure to confirm within the specified period will be considered a forfeiture of the prize. #MilePhakphum #MyLifexMilePhakphum #Naiin #AMARINTVHD34 mile phakphum BeOnCloud

My Life Official

11,905 次观看 • 17 天前

#PahlaviTerrorists #فرقه_تروریستی_پهلوی Open Letter to the Honourable Pierre Poilievre December 26, 2025 OPEN LETTER: Reza Pahlavi’s network shut down your Vancouver event on February 9, 2024 cc: Chief Constable Steve Rai Vancouver Police Andrew Scheer CSIS Canada Stephen Harper Melissa Lantsman The Vancouver Sun Rebel News Canada CanAm Network Dear Mr. Poilievre, Records I recently obtained through a series of orders of the Supreme Court of British Columbia(the most recent granted on December 15, 2025) objectively establish that your Vancouver Persian community meet-and-greet on February 9, 2024 was shut down by Reza Pahlavi’s networks. I am writing this publicly because this represents a new level of atrocity by these networks. They are already notorious for coordinated attacks on Iranian pro-democracy activists, which is why they are before the Supreme Court of BC and why Reza Pahlavi faced two conclusive judgments against him on October 16, 2025. But shutting down the public event of a national political leader on the verge of elections in Canada is an escalation into direct interference with Canadian democratic life. When a Canadian federal political leader like you can be forced out of a venue through intimidation—particularly if the same actors can penetrate political communities through relationship-based access while coordinating venue tracking, harassment, and intimidation with a designated terrorist entity and against the same communities—then Canada has a sovereignty and public-safety problem, which goes beyond any partisan boundaries. On February 9, 2024, Reza Pahlavi’s networks acted through premeditated political intimidation orchestrated on the ground by two individuals: Arezou Soltani of North Vancouver and Mehdi Ahmadzadeh of Maple Ridge, who jointly led a local Pahlavi-affiliated group registered in British Columbia as Canadian Iranian Wakuppers Foundation (the “Wakuppers”). Those disclosed records from the Wakuppers’ WhatsApp group chat show: · real-time tracking of your appearance, · active efforts to locate the venue while you were speaking, · celebratory messaging after the shutdown, and · Mehdi Ahmadzadeh’s own voice message, in which he vividly describes and boasts about assaults, pushing, intimidation and dragging the attendees “into dust and blood”. You remember that night. Barely seconds after you began your remarks at: True Confections Denman, 866 Denman St, Vancouver, BC V6G 2L9, the disruption started by Hamas supporters and the scene changed instantly. The event had been anticipated as roughly a 90-minute meet-and-greet. Instead, you were forced to cut your entire remarks down to roughly 15 minutes and escorted out by your security team early. You also tried to defuse the disruption and offered a fair compromise—words to the effect of: “Let me give my remarks, and during Q&A you can ask your questions.” They refused. You then called it out on the spot—“It seems we have the Iranian regime here,” and referred to them as “IRGC supporters.” You were right, but that was not the full reality. What happened that night was not just “IRGC people showed up.” It was a coordinated operation involving collaboration between IRGC-aligned Hamas supporters on the ground and a local Pahlavi network behind the scenes, with Soltani and Ahmadzadeh operating as the on-the-ground masterminds. What you did not know prior to reading this letter—and what I only fully understood lately, following the Court-ordered disclosures—is that the shutdown was indeed orchestrated by the Pahlavi networks. Here is the blunt truth: Out of expressed hostility, they handed the location to Hamas supporters, who then arrived and executed the shutdown. They were the visible shock-troops on the ground; the venue-locating and mobilization came from the Wakuppers led by the Pahlavi operatives, Soltani and Ahmadzadeh. With all that said: · It is striking that Reza Pahlavi had previously tried to portray himself publicly as a proponent of your political rise and access to the Iranian community, and that he met with you in or about March 2023. Yet the evidence now shows that local circles aligned with him were behind the disruption and shutdown of your February 9, 2024 event. · It is also striking that the same local circle, namely, the Wakuppers, includes Mary Hakimi, the partner of Doug Horne, a former Conservative MLA—an obvious access channel into Conservative circles. Through court-ordered production, I have also obtained a photograph showing Arezou Soltani and Mehdi Ahmadzadeh in close proximity to you. I am informed they obtained backstage access to you through the Mary Hakimi / Doug Horne connection. Another matter you may not be aware of is that these same circles use MEK-labelling exactly the way the Islamic Republic does: as a weapon to intimidate, discredit, and socially isolate Iranian pro-democracy activists—and, when convenient, to smear Conservative politicians and MPs as well. To that point, the Wakuppers’ group chat content I obtained includes foul and contemptuous language directed at the Conservative Party of Canada and at senior Conservative figures, such as the Right Honourable Stephen Harper, including condemning the shutting down of the Islamic Republic’s embassyand advancing pro-IRGC narratives, in the guise of the same MEK-labelling described above. Representative portions are included as appendices by way of certified translation. I should say that all these records and relevant orders were obtained despite persistent efforts by Soltani and Ahmadzadeh—and their counsel, Nojan Kamoosi—to obstruct accountability and distort the process through false and misleading sworn materials. In my proceedings, I have had to confront multiple affidavits that were perjured and specifically designed by Nojan Kamoosi and his law firm to derail proper adjudication, prevent disclosure, and mislead the Court. I assume your office will treat this new disclosure about the February 9, 2024 shutdown as a serious public-order and democratic-integrity concern, and will coordinate with the Vancouver Police Department (and any other appropriate agencies) to ensure that the relevant records are secured and reviewed. I also formally request that your office take immediate steps to ensure the preservation of all relevant records relating to the February 9, 2024 shutdown, for the purpose of ongoing litigation, Action S-246401, against Reza Pahlavi and his network (including co-defendants Soltani and Ahmadzadeh, among others), which addresses their engagement in political violence and intimidation in Canada. This preservation request includes, without limitation: · security incident notes and internal reports; · communications with organizers and any third-party intermediaries about the incident; and · access logs and records relating to who facilitated Soltani’s and Ahmadzadeh’s backstage access to you on Feb 9, 2024; to the extent such records are within your control or can be preserved through timely requests to the relevant custodians. For ease of review, I will provide the following appendices with this open letter: Appendix A: Certified translations of relevant WhatsApp text messages involving Mary Hakimi (Doug Horne’s partner), Arezou Soltani, and Mehdi Ahmadzadeh (including venue-locating and celebratory messaging), dated Feb 9-10, 2024. Appendix B: Link to Mehdi Ahmadzadeh’s voice message of Feb 10, 2024 (as produced). Appendix C: Certified translation of Ahmadzadeh’s voice message of Feb 10, 2024. Appendix D: Photograph showing Arezou Soltani and Mehdi Ahmadzadeh in close proximity to the Honourable Pierre Poilievre (presumably taken on Feb 9, 2025). Appendix E: Photograph of Reza Pahlavi with the Honourables Pierre Poilievre and Melissa Lantsman (presumably taken in March 2023). Appendix F: Vancouver lawyer, Nojan Kamoosi of Allen / McMillan Litigation Counsel; Counsel for Soltani Appendix G: Representative certified translations showing foul language and hostile messaging directed at the Conservative Party and Conservative figures, including discussions condemning the shutting down of the Islamic Republic’s embassy. Appendix H: Affidavit #18 of Masood Masjoody in Action S-246401, Masjoody v. Pahlavi, et al., filed December 12, 2025 A copy of this letter is being provided to the Vancouver Police Department. Respectfully, Masood Masjoody, Ph.D. President and Founder of UNHRC Dossier Burnaby, British Columbia #جاوید_ایران

Masood Masjoody | مسعود مسجودی

38,230 次观看 • 7 个月前

The most epic 13 minute AI rant I've heard in 2026 PS: My parent's heard this when I was playing it in the car and thought Jason ✨👾SaaStr.Ai✨ Lemkin went OFF like Stephen A Smith does on first take PPS: Full transcript below [17:00] Harry Stebbings: I I just wanted to ask Jason, if the people that we want are fundamentally different, the developers that we used to hire, we don't because AI writes the code for us. The marketers we don't want, the sales people we don't want—who who do we want genuinely? Like what is the attractive profile? Because your Anthropic’s and your OpenAIs are hiring, so so what are the people that we want in the companies of the future? [17:18] Jason Lemkin: Look, I know it sounds trite, but but the answer is simple. It's just the expression each year changes. We want folks that are genuinely AI fluent. It's pretty simple. Now you know, maybe last year we called them prompt engineers, right? That used to be a job. I don't know if you remember that actually used to be the hottest job on planet earth. Now no one needs a prompt engineer because it's pretty easy to prompt all these tools. That job died. Okay. Um and now we need go-to-market engineers. Um I think that job's going to die. We need—everyone needs so many forward deployed engineers. Like you can't hire enough forward deployed engineers. But uh you know um but Palantir just announced in whatever their their big their big event—they've gotten their deployment times down over 90% with forward deployed engineers. So that may become—so the this wave of disruption for the titles and the specificity, it's also exhaustingly accelerating. But it's really simple. You meet anyone for any role—sales, marketing, engineering, product, QA—they're they're either they're either they can't keep all of the ways they use AI to accelerate their job from spewing out of their mouth, or they're staring at you. It's there's nowhere in the middle. Like, and the person that comes in and says—it's it's it sounds Captain Obvious—but like, you know, you just had the whatever from Lovable, the the marketing head that was super popular on the show, right? She's just spewing AI-native insights into Lovable, right? It's not that complicated. You hire her, Elena, or whatever it is. You just hire her. It doesn't matter whether she's still in college or a junior or a senior or a middler, a left or right. And honestly, if you interview people, I would say of all even of the best startups I've invested in, maybe 30% of the management team meets this standard at best. 30%. Maybe less. And of the interviews I do in general, it's single-digit percents. It's just and in in that sense, it's the same as ever. Like you either lower the bar in hiring or you hire someone that's actually great. And someone that's actually great is so far ahead of you in how to apply to to employ the efficiencies of AI in their role, your jaw falls on the table. The difference is we used to need warm bodies. That's what's changing. We used to need warm bodies to answer the call, to do QA, to do code review, to to get the blue pixel to go from the upper left to the lower right. You laugh, but you need you literally needed to brute force this with humans. With AI, every day that goes by, the AI—you do not need brute force human beings on your team. And that's another reason they're shrinking. Why are all these new companies so efficient? They're just not brute forcing things with humans. They're just not. They're choosing not to. And so these team—all the brute forcers out there—everyone talks about how bloated teams got in 2021. I don't agree with that. I think they got as big as they needed to be when growth was high and you needed humans to do everything. All you look at these teams that that doubled—well if growth continued at 60% like the rate in early 2021 for 5 years or can help me do the math and every single thing a software company did required a human. You were understaffed by your 2021 headcount. You'd be sitting here in 2026. You every office in SoMa would be triple packed and you there wouldn't be enough humans to staff your company. It's just the world changed. [20:33] Harry Stebbings: Jason, you live on the bleeding edge. I think me and Rory see that and I think the world sees that when they hear you every week in terms of how you run SaaS. For all of the CEOs and execs who listen to the show, what would you advise them in terms of determining whether someone is AI fluent when they meet them for jobs, for talent? [20:51] Jason Lemkin: Here's I realized I was just asked this. I just did a review with a super fast startup growing just crossing 100 million and I was asked this question. And one of my favorite executives, I thought his answer was pretty dated and because he gave me an answer that was about 6 months old. The answer 6 months old is: "I look for folks in my team, I look for you know at what tools they play with." Okay, that was a great answer in like summer of 2025. Okay, I tried Lovable last week. Okay, the answer in 2026 is: "What commercial AI tool have you brought into your organization this month?" That's the test. Anyone that is on the bleeding edge that you would want to hire—now there are so many great products in the market. Okay, there is no excuse in any role to have not brought one tool a month into your organization. Okay, there—now there's going to be better and better tools and better and better products as the year goes on. What's the one you did? And you will see folks with their deer in the headlights to this question. What what sales tool? What marketing tool? What product tool? What engineering tool? What did you bring in? Why did you pick it? How does it working? Because if you're at remotely at the cutting edge, you're all over this. You're looking for the next agentic tools that will radically improve how you do business. This is—you think everyone thinks SaaS is at the bleeding edge, right? You know, you know, all we do is we're just looking for the tools and trying them. Okay? Okay, we're one year ahead of everybody else because we did the simplest thing in the world. Like we tried the tools early and we trained them. We trained them for a month. Okay, I'll give you—want hear a horrible example from this week? Super hot AI company valued at 6 billion. Okay, I'm not going to name it. Um, this week yesterday told us we had to quadruple what we spent on their product. Okay, their agent told us, right? And why did this happen? Okay. Well, at this $6 billion company, no one had trained the agent on its pricing properly. No one had tested it. They said, "Well, well, we've been in beta." And we said, "Well, when did the beta launch? A year ago." Okay, these are people asleep at at the wheel. You want somebody who the instant this comes up, they exactly know what the issue is. And "Hey, when I was at Lovable Replit, we trained the agent. This is how we did it. I brought in this tool. I brought in this tool that that Rory invested in last week. It solved all these issues." That's what you want to hear. And if they haven't brought in a tool in the last 30 days, at least deeply evaluated it. I don't really care whether they bought it, but gone so far down the funnel they can tell you—pick whatever tool: Fixie, Regie, GC, AIGC—I don't care how you went through it, you looked at it, you can tell me the eight ways it would improve the productivity of your business and three you didn't. Just don't hire that person because they're going to run your company to the ground. This is the job today. The job today is not to screw around on ChatGPT and to be a prompt engineer. The job today is to bring the best AI and agentic products into your organization and leverage all the hard work that the engineers have done building those products. That's your job. You don't have to screw around. You don't have to be a prompt engineer anymore. You have to be an agent deployment expert. A—this is the new job we're making up today. An Agentic Deployment Expert. That's your job from C-level to junior. Agentic Deployment Expert. Don't hire anybody else. You're going to regret it. They're going to stare at the camera. He's good. Stare at the camera. He's honorable. We could probably just I could slip away, get a coffee, and come back. No. And I I sound exasperated, Rory. And I—but the reason I am is I can just see I can see my best companies doing it. And I can see some companies I've invested in not doing it. And I want to cry. I just want to cry when they have no ADs on their team. I just—like you're flushing your years of your life down the toilet by not approaching your how you're building this company this way. [24:33] Rory: Yes. And at the risk of being positive, it's worth pointing out two things he didn't say. Well, something implicit why he said—Jason didn't do the only hire, you know, he didn't commit the um employment law, I think it's a civil penalty of saying only employ people below X who get the new new thing because he implicitly said anyone can do it provided you're willing to learn. And I think that's the big aha that's one of the positive statements to make here right? Look and I think it applies—I'm always wary of being "Hey, coming across, hey this this is the things that you all have to do." I think it applies to everyone including investors right? I mean I will say I have found that unless you're willing to invest the time learning these tools you actually shouldn't be investing in them. One of my partners Andy had this expression: "You know, if you decide you want to stop learning new things you probably should retire within 6 to 12 months and never write another check again." Maybe that's down to 3 to 6 months at this stage, right? And I think, you know, it's— [25:27] Harry Stebbings: Yeah, I actually I actually had a meeting with mine and Jason's biggest investor the other day and I—pretend he's not here—I said I think he's the most equipped investor for this generation of investing because I don't think anyone quite sits at the bleeding edge like he does on the investor side. [25:42] Harry Stebbings: Why in terms of using the equip stuff? Yeah. Yeah. In terms of using the stuff, understanding understanding bottlenecks, constraints. For sure. [25:51] Jason Lemkin: But can I just add one point? We can just cuz it's so important if it helps people. Okay, we are—and thank you Harry. We're going through these phases. Okay, and when AI started to blow up for real for us, uh call it early 2024, right? Maybe late '23, I wasn't equipped. It was too technical. I wasn't going to go in and figure out—I wasn't smart enough to figure out how to deal with a massively hallucinating LLM API and turn that and turn that into something magical. Kudos to investors and others that that got it in early '23, '22. I mean I remember I—I guess it was maybe SaaStr Annual '23. I was with David Sacks and I did a Q&A and I said, "How you thinking about AI at Craft?" He's like, "Well we're all in. We want 80% of '23 of investments to be AI." I'm like, "Great but like show me the show me the great ones in market." He's like, "They're all prototypes. We're all they're all they're all proof of concepts but we're all in anyway." That's where you kind of had to be in '23 if you weren't investing at like the LLM level. Okay, I wasn't smart enough. Then we went through this weird-ass prompt engineer era where like you you could torture these products to do something good, right? But you had to torture them. You had to like craft these crazy things that made no sense. Now we are in the era where mere ordinarily smart generalists can make these tools do magical things. And literally I go to these meetings and people be like, "I don't know how to like this is so scary. I don't know how to do this." And we show them our backends. Do you know how to do a workflow generator? Do you know how to do a a decision tree? Like we've been building these since software in the '90s. Okay, if you—I can show you all of our agents. The how they work is novel. They do have to be trained. You can't be lazy and have these agents work. But honestly, the the UI, the UX, the way we interact with them, it's just software. And so my point is: Pick yourself off the ground. This is your time now. If you felt lost in AI era, if you felt like you're behind, you don't understand what all these people are saying on X and Twitter and their Claude and and their and talking about all the 4.6 point Nano point and it's over—like you just it's not your world. This is your time. This is your time for the generalist that knows how to use software tools really really well. And I—this is my last point but it's so important. If ever in your recent life—and this is why you could be all you need to be is young at heart to Rory's point—if in the last three to five years you have successfully deployed a piece of enterprise software of any sort you yourself, not some agency you hired, but if you have deployed it, you can deploy any agentic tool. Any. And you can become the hero in your company and you can become the hero in your functional area. But I watch folks—I'm literally helping a company now that they're adding hundreds of sales folks this year with a new pre-IPO COO—he's not hasn't brought in a single tool, totally scared of it. Okay, it's not that hard. Did you use SalesLoft? Did you use Outreach? Did you use HubSpot? Do you know these tools? If you can deploy these tools, you can deploy a world-changing AI agent. And so this is the time for people like the folks that that were shut out of the AI revolution right now. The generalist folks that are not that know how to deploy software that don't even know how to build software. Like vibe coding for me was folks who knew how to build software, but you didn't have to be an engineer. Now, you just need to know how to deploy software to win with AI agents. That's all you need to know. So many people have these skills and they're petrified of AI. "How did you do that? How did you deploy an AI BDR?" Well, we bought a piece of software, we figured out how it worked for a day, we set it up in an afternoon, and then and then we did spend 30 months training it, which you didn't do with this old software because in the old days, we just had to manually upload all the data, right? And there was no training. The the only non-intuitive part is training these things. And it's it's it's just work. So that's why when I see folks on the management team not doing this, there's no excuse. You do not need to be technical to win with AI agents in Q2 of '26. You do not need to be even 1% technical. Not at all. So it's your time. Or you're going to get laid off. Or you're going to get laid off because you're not going to matter.

Arjun Mahadevan (Mr. LLC 🇺🇸)

37,640 次观看 • 4 个月前

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.

YeahDave

208,143 次观看 • 7 个月前

The Royal High Courts are certainly a place of grandeur and perhaps some are intimidated by the surroundings. Well that impressive 19th century Gothic architecture is a sight to behold but the Judges less so. I’ve seen too many judges in the UK and Pakistan and by God, they leave a lot to be desired. Especially when one comes across McGowan the Mediocre. What should have been a straightforward win has turned into a cheating exercise by the very judiciary meant to uphold justice in this country. Why do I say straightforward? Let’s recap. After 3-4 failed complaints to the GMC, the Jewish lobbies upped the ante. First came my loss of contract at South Tyneside and Sunderland NHS Foundation Trust where I was doing some clinics. No investigation. Just blocked from the email and can’t address patient queries. Then started the defamation in the press – articles in the Jewish News, Jewish Chronicle and Telegraph followed by loss of contract with Medinet with whom I’d worked since 2018 intermittently and had glowing reviews. The GMC now opens an investigation – given the pressure from Wes Streeting, elected in July 2024. They wanted an Interim Orders Tribunal (IOT) to decide if any sanction should be imposed whilst I was being “investigated”. I had a trip abroad for my brother’s assassination case and I had clinics. Patients who had waited 12-18 months to see a Neurologist. The GMC and MPTS didn’t care. The Medical Practitioners Tribunal Service (MPTS) is allegedly an independent body to the GMC and runs the IOT panels. They would not move the IOT by 11 working days as the GMC had refused (so much for independence!) – instead of 20th December I had suggested 13th January 2025. Recall this was over the Christmas period – people going on holidays and yet I was expected to get legal advice when I was in clinic from 8am – 6pm. I told them patients came first – I stand by that. Hurt Jewish feelings aren’t urgent and they don’t come before my patient care. I requested deferment by 11 working days, told them I would defend every single tweet and indeed, looked forward to it. This was all via email. Multiple emails. All ignored – including the one letter that contained my “defences”. They would not budge – the Jewish lobbies were demanding action and the GMC wasn’t going to risk their ire again. Wes Streeting was breathing down their necks. On 20th December 2024, I saw my Neurology patients and on 23rdDecember, I found out that I’d been suspended for 18 months. No other doctor had an 18-month suspension or got one since – in their absence. My remaining clinics in December and January all cancelled. Some patients were cancelled as they were making their way to my clinic. I requested the transcript of the IOT hearing – the GMC had been demanding conditions on my license on public interest grounds yet 3 batty women decided I should be suspended for 18 months for public interest and patient protection! Later, the barrister for the indemnity body stated he “couldn’t get purchase on” how they came to that decision. In any case, after being misled by my indemnity body – who suggested that I first ask for an early review, delayed asking for it and then the GMC refused. They were refusing to allow me to be heard after claiming I wouldn’t attend. The indemnity body then reneged on the agreed High Court action. The GMC even send me the Rule 7 letter – the final “allegations” against me on 5 February 2025 which they then updated in March. Ordinarily this takes about 9 months to send – in my case, they managed to do it within 6 weeks! Yet one of the reasons they claimed I needed to be suspended for 18 months was because of the lengthy investigation…. I had to reply by 5 May 2025 which I did via a191-page response. The GMC usually respond within 3-4 weeks. As of 21 January 2026, I have yet to hear from them. I then took matters into my own hand. Let down by cowardly lawyers except one (Yasmin), I filed a High Court application under Section 41 A(10) of the Medical Act 1983 to challenge my unlawful suspension. I requested an urgent expedited hearing as I was being left with no way to earn a living. There were 10 grounds of appeal. The High Court date was set for 10th July 2025. Meanwhile, the MPTS is obliged to give a 6-month review – 16th June 2025 afternoon was scheduled. I stated I wanted this in person and in public. I flew back from Kashmir on 9th June – it’s cheaper to live there - and found myself arrested at Holyhead under s12 of the Terrorism Act for “alleged support of proscribed groups” – apparently I was “on the wanted list. I’m released 14 hours later. They’d seized my mobile phones and laptop and wait for it, all my GMC documents that I’d carefully put together. I’m still not sure why I couldn’t get those back. I learn that the GMC is seeking information about this non-reportable arrest within 24 hours of it – they know. In any case, I go for the IOT hearing – and the GMC Counsel attempts to utilise the arrest. I object. The panel agree that it will not be considered. However, the MPTS have set an insufficient amount of time for the hearing – they would have known. There were over 1000 pages in the bundle of nonsense – the only worthwhile part of that was my beautifully written 191-page response. I was quite proud of it if I’m honest. It could be considered my second PhD thesis. As I have to return to Pakistan for hearings and the High Court case was 10thJuly, the IOT hearing was re-scheduled for 14th July 2025. So, fast forward to 10th July 2025. Under 48 hours before the hearing is due, the GMC submit their skeleton arguments – ordinarily submitted 7-14 days before – no doubt, to wrong foot me. They finally admit that the IOT panel made an “error of law” in not properly applying the Article 10 rights but argue they got to the “right decision but by the wrong route” (!) I am self-representing in Court 1 at the Royal Courts of Justice – the GMC have their in-house lawyer, their GMC Counsel and her clerk. But I have the best lawyer (currently abroad) and an excellent McKenzie friend, Sean Naughton and my well wishers who attended to support me. We start at 10 30am – and I ask the Judge to review the admission of illegality. On that basis alone, my suspension should be revoked. She declines and wants to hear the case. I then detail the IOT powers and how the grounds to sanction me had not been met – they had not proven public interest or public protection. I discussed the GMC actions, the unfairness, disproportionality, the abuse of process, the outright lies by the GMC, the draconian 18-month suspension, the persecution by the Jewish lobbies and the breach of my rights under Articles 8, 9 and 10 of the ECHR. My opening lines: “I submit that the suspension was political in nature. It was subject to bias and external pressure was clearly evident. It was unlawful and demonstrated seriously flawed reasoning. It was manifestly wrong and the panel erred in law. It was completely unnecessary. It’s been tainted by marked procedural errors, unfairness and it has demonstrated gross abuse of process by the GMC and the MPTS and the IOT panel and those abuses have continued. The suspension is draconian and disproportionate and inconsistent with other decision makings of the IOT panels. It is a complete violation of my rights under Article 8, 9 and especially Article 10 of the European Court of Human Rights. And it is demonstrated also limitation of the panel’s expertise, both in terms of law, but also, importantly, the context of the rights of the Palestinian people and it brings into serious question whether the GMC should be policing speech of doctors. It should certainly not be policing or interfering in political speech.” I went through each ground in detail giving the relevant case law. I talked openly about the nature of that persecution: “All of the complaints against me have been made by Jewish and pro-Israeli affiliated organisations and I think it’s necessary to list them – Lawyers for Israel, in collaboration with Gnasherjew, the Jewish Medical Association twice; the unnamed Jewish Zionist doctor; the Jewish News who defamed me; the reporter is Michelle Rosenberg - who is Jewish and Zionist; the Daily Telegraph defamation - George Chesterton is married to a Jewish woman; Miranda Levy and Jacob Freedland are both Jewish and Zionist. I had the Jewish Chronicle defamation - Jane Prinsley is Jewish and has a home in Israel; Campaign Against Antisemitism by Stephen Silverman, who is Jewish and has submitted three similar tweets in March 2025 to the GMC which have been included in my Rule 7 letter without due process the GMC is obliged to follow on receipt of a new complaint. And then, twice in the Jerusalem Post - Mathilda Heller and Michael Starr are both Jewish Zionists. And despite the suspension, Sabrina Miller, a Jewish Zionist journalist at the Daily Mail attacked a number of pro-Palestinian doctors, including myself. So, these previous complaints that have been dismissed by the GMC included tweets of a similar nature. The tweets have not changed, but I would contend that the priorities of the GMC had and my complaint was clearly being handled by individuals who appeared conflicted. In my witness statement, I have detailed the behaviour of XXX, XXX, XXX who refused to respond to emails on where disclosures from the GMC themselves, since I submitted this appeal, have since revealed that XX XX had made false notes on my record claiming I had prior FTP history. In addition, in July 2024, Wes Streeting became the Health Secretary. I refer Your Honour to pages 327 to 337 of the bundle. There’s a Declassified article, incidentally, that’s been written by a Jewish journalist, Matt Kennard. He has investigated Streeting’s support of Israel since his days at the National Union of Students. It documents that he visited Israel in 2022 paid for by the Labour Friends of Israel. That organisation’s former chair was Joan Ryan, infamously found to be discussing her £1 million payment from Israel with Shai Masot, the Israeli diplomat. Streeting has taken over £20,000 from Israeli lobbyist, Trevor Chinn. Trevor Chinn’s father heads the Jewish National Fund which supports illegal Israeli settlements and from Lord Mendelsohn and David Menton. The Jewish Chronicle even ran a profile of him entitled “Wes Streeting, our friend at the NUS”. So, there’s little surprise that Wes Streeting made comments in The Telegraph stating he would urge medical regulators to discipline staff expressing views which he, as a pro-Israeli and Zionist, opposed. He stated that regulators had the power to set conditions that a healthcare professional must work under. Suspend them or strike them entirely from the medical register. He made similar comments to The Times. He then met with the Board of Deputies for Community Security Trust, which is also behind my complaint, the Jewish Leadership Council and the Jewish Medical Association, reiterating “I expect employers and regulators to take action”. The idea that this political pressure by the Health Secretary in November 2024 was irrelevant to my suspension is untenable in the face of this clear intervention, which actually represents political interference and undermines the alleged independence of the GMC.” And I made clear the Jewish privilege at play “So, from what I’ve just presented, it’s very clear that the red line concerns Israel. Tweets, that’s words. Criticising an entity, carrying out the mass slaughter against innocent civilians will be punished more severely than malpractice, blatant dishonesty, criminal convictions or even genuine Jew hatred, as long as you are not a Muslim. And if you’re Jewish and you belong to a powerful lobby group like the Jewish Medical Association, then the GMC gives you a clear pass as shown in the case of Liz Lightstone and Justin Stebbing.” I made clear that even the GMC referral to the MPTS explicitly stated “that there was no evidence of [her] racially discriminating against anyone or discriminating against Jewish people.” I stated in the High Court “And I should point out that the Jewish people are not a race; Judaism is a religion” and “It is my inalienable right to be able to disagree with the narrative from Israeli lobbies and express it. Their free speech does not trump mine.” I made sure that she understood that my patients and even Grok approved of me: “In fact, Grok is positively glowing – “Dr Rehiana Ali’s tweet carry a fiery, unapologetic tone blending sharp intellect with a raw defiance against injustice echoing the spirit of Malcolm X, mirrors Malcolm’s blend of moral clarity, confrontational rhetoric and distain for oppressive systems.” “I can’t think of a better person to be compared to.” I further stated “I do not believe that legal, that legitimate political commentary or reporting facts can be antisemitic. I do not believe that any groups, be they Jewish, Muslims or Christians, are exempt from criticism where the situation warrants it. I do not believe in hate speech, as that’s the very antithesis of free speech, but also, importantly, there is no tweet of mine that demonstrates hatred for any group simply by virtue of their religious identity and, indeed, none has been identified as such.” I even quoted the Queen: “I do not accept that stating facts becomes anti-Jewish simply because the majority of those committing the crimes are Jewish. If you take that to the logical conclusion, that would mean that no Jewish person could ever be criticised for their bad behaviour. That cannot be right. I would also point out that the late Queen, according to the Israeli press, and the ex-President of Israel Rivlin, was reported to have viewed every Israeli as a terrorist or the son of a terrorist. Who would have thought that the Monarch would have been so based?” At 1pm, the Judge wants a lunch-break – I haven’t finished. We continue after lunch break – and I complete my submission dealing with the GMC’s arguments. “Before I sum up, I’ll just briefly address the skeleton arguments that the defence submitted on 8 July. And obviously I’ve already raised disgruntlement about that but I think it’s important to note, that the GMC has finally conceded, after over two months since receiving my skeleton arguments, that the IOT erred in law. On that basis alone, that suspension should be quashed today. If the GMC was capable of self- reflection, it would have withdrawn its objections to my appeal gracefully but that is probably too optimistic an outcome to expect of this bureaucratic monster which has become a law unto itself…” Then the GMC repeats their arguments and argues that the High Court have broad powers and should take original jurisdiction over the matter: “And that is an exercise that this Court can properly make, exercising its original jurisdiction” In fact, the words “original jurisdiction” were repeated about 7-8 times. The GMC Counsel repeated to the Judge “We accept that you have a free-er hand” and again “Because, as I say, this Court is free-er to exercise the original jurisdiction” and so on. Look at the tweets! She said “Mossad did 9/11” and that “Israelis shouldn’t be allowed near humanity”. She said “Israelis are involved in organ trafficking”. All true. I was amused. Ordinarily the High Court usually looks at technical and legal aspects without going into the actual details of the issue itself (e.g. on covid, they wouldn’t debate the merits of the covid vaccine – the issue was whether the conditions/suspension was legal according to rules and procedural fairness). I reply I have no issue but it wasn’t necessary – the grounds did not require that. However, if the Judge wanted to look at the tweets she should acquaint herself with the facts that I presented in my 191-page response. I request a judgement that day or the next day. I had no faith in the MPTS and GMC. That review hearing was due a few days later on 14 July 2025. Judge McGowan was fully aware of that review IOT hearing. She stated “We need to finish this during the course of today. It cannot go part heard and I understand that your review hearing is listed on Monday next.” She stated the following: “And if there is not a decision from this Court today then, presumably, the review hearing will be made aware of these proceedings, but their decision is independent of this. If they decide to not lift the suspension, then my decision either does the same or lifts or terminates the suspension. If they terminate the suspension on Monday, then my decision probably becomes quite academic, but necessary, nonetheless.” Even the GMC Counsel admitted that the Court’s decision was “of interest” I didn’t agree it was “academic” The Judge continued: “There is too much material. It is too important.” And later that her decision was “nonetheless, an important exercise.” I emphasised in my response that I wanted the High Court to rectify that injustice done to me in December 2024 and that “the overarching question is “was my original suspension, was it correct or not?” McGowan replied : “I – I do understand that and in order to reach a decision about that I have to look at what you say are the procedural mistakes. I have to look at what you say are the errors of law. I have to look at what you say is unfair about the way the hearing was conducted...” and again,“Until I have made my mind up about the procedural unfairness and all the other points you have raised, I have got to consider everything.” I again pointed out “..I would argue it’s an abuse of the system and I’m actually paying the price for their deficiencies, or rather procedural irregularities. I’m having to live with the consequences of being deprived of an income…” In other words, there have been consequences for me – financially and professionally. And I ended with “I have no faith in the IOT. I have no faith in the MPTS, and I have no faith in the GMC, and I am not the only one to feel that way. The fact that we are calling for a different body and we’re calling for the GMC to be dismantled. I’m simply asking that the injustice that was done in December is rectified…” The concluding remarks of McGowan? “Well, I am certainly not going to give judgment in this case at 3.55pm. You raised an awful lot of important issues. The importance of a decision to you, personally, is obviously great. The importance of a decision to your potential patients is high and the importance of a decision to the public is equally important. So, all of those matters have to be considered and balanced and I will get to a decision early next week. I think that is probably the best way, which will be handed down in the usual way. All right, well thank you both very much. Thank you all very much for your attendance.” At no point did McGowan state there would be no Judgement. On 14 July 2025, my suspension was revoked. I self-represented and I didn’t concede a single point or any tweet. What happened next was a shocking abuse of the judicial process. My registration was reinstated – no conditions. But that 7 months suspension remains on my record visible to every employer. The very next day GMC emails the Court to state that the High Court no longer has jurisdiction over the matter as the suspension was revoked! The IOT panel has very limited powers so whilst it revoked my suspension, it will not deem it unlawful or indeed make any comment about the previous panel’s decision – and certainly not its legality. The MPTS admitted that only the High court could rule it was unlawful. I contacted the Court pointing this out and that I was expecting a judgement as per McGowan’s position in the High Court. The High Court had a full day’s hearing and the court was independent of the tribunal and had seized jurisdiction. All my grounds including the legality of the suspension were outstanding. The revocation was to some extent irrelevant to the Court issuing the Judgement – if anything, it rather supported my contention that the suspension imposed on me in December 2024 was unlawful. I ask the GMC to provide what law they’re relying upon….they quote this section and claim it is written in the present tense! “Section 41A(10 of the Medical Act 1983, Interim Orders, states Where an order has effect under any provision of this section, the relevant court may –..” Yes – that is the best they could come up with it. Needless to say, the convention in UK legislative drafting is the simple present tense …because the law is “always speaking”. I call and even visit the Royal Courts of Justice. The Court staff chase the Clerk …I’m asked to be patient and await the Judgement. Even up to 6th August 2025 I was told that the Judgement was coming. On 11th August 2025, I am informed by email that there will be no Judgement!! I spoke to a number of barristers and solicitors – it’s almost unheard of. They're all useless though. I get no replies to my emails to the High Court. So in November 2025, I requested the Hearing transcript. On 12th December 2025 – over 5 months after the substantive hearing – I received an Order (not a Judgement). It was a bare order – simply stating “Upon the Court hearing the substantive hearing on this matter on 10 July 2025 And upon following consideration of the documents lodged by Respondent on 15 July 2025 confirming revocation of the Interim Order pursuant to Section 41A of the Medical Act 1983, the application is dismissed.” No reasons whatsoever as to why the Judge had contradicted her own position in Court. I replied to the Court and file an application for permission to appeal – not just to McGowan (the system is so barmy that you have to ask the same judge for permission to appeal) but also to the Court of Appeal – the latter for both permission to appeal and the appeal itself concerning McGowan’s bare unreasoned order. McGowan now responds (miraculously) via the Court staff wanting a 30-minute hearing for permission to appeal – that is set for Tuesday 13 January 2026. So, yet again I am at the High Court now requesting permission to appeal. To be honest, I wasn’t expecting much. McGowan had shown she lacks the spine to address the issues – and has zero integrity. You don’t get a DBE in the UK for nothing. In fact, she started this hearing by asking the GMC to interpret the Section 41A of the Medical Act!!! Then she turned to me – the Claimant – and asked if “I understood what was being said”. I replied that I understood full well. English after all is my first language and I’m a Cambridge graduate. I can understand basic English. She clearly has difficulties though – I later learnt that she dropped English at Manchester University for Law. At the expense of sounding very snobbish, I just knew she wasn’t Oxbridge material…. I present my arguments – including case law. The GMC has no relevant case law – their arguments are “it is written in the present tense” (I did correct them that in actual fact, it was written in the simple present tense to be more precise) and that the decision of the High Court “is final”. Of course, I point out that finality is based on two aspects – firstly, getting a reasoned Judgement! I never got a judgement. I effectively got a blank piece of paper. On no grounds, could that be considered “a decision”. And secondly, if there were any errors of law, procedural irregularities …they were always appealable. Appeal however was not automatic – all that meant was that one had to request permission to appeal. Can you imagine a system where a Judge makes an error but you can’t appeal it?! I point out that every issue remains live. I even simplify it for them – I point out that in the case of rape, and using GMC logic, we’d never prosecute the rapist – after all, the rape was no longer in progess. That is not justice. The High Court seized jurisdiction by having a substantive hearing and had to produce a judgement. Of course, I understood that had I appealed after the revocation, the application would have been dismissed. McGowan sat there clearly not listening. This was merely an exercise to show there’d been a hearing. She tried to claim she has “no power”!! She then had the audacity to say “You’ve had a success. Why aren’t you satisfied with that?” I point out that I was suspended unlawfully – I had 20 years of an impeccable record and it states “misconduct” on my record. I have a right to get that unlawful suspension struck from my record and remedy with regards to the consequences I had suffered. The GMC – a public body – should be held accountable not just for my sake but for other doctors and I remind her of her own words “for the wider public interest”. In fact, I quote liberally from the transcript and point out her contradictions. At no point did she ever state – because it’s not possible – that the High Court lost jurisdiction. That’s the legal principle: “Once seized, always seized.”

DR REHIANA ALI BA MB BCHIR (Cantab) MA MRCP PhD

18,659 次观看 • 6 个月前

The Dolcelorian: Million Dollar Agent of the Platform Rebellion Chapter 2: The Dolcelorian Rises - Airdrop Snapshot is coming on 1st May. Retweet this to claim your share of the $1m D&G Glass Suit. Preview below... ⏱️🪂🍰 Chapter 1 - The House of Glass has ended 🏆 Congratulations to all the winners who solved the codes: Code 1: Pluto's CLONE Code 2: Borisz Code 3: Wondering nomad Code 4: Pluto's CLONE Code 5: Theo'Da Web3 Boy Code 6: Konstantinos Code 7: Genesisx0 Code 8: Theo'Da Web3 Boy ⏳ Chapter 2 is coming, preview below 👇 🔥 Snapshot Details 🔥 • Rewards: Claim your share of the $1m D&G Glass Suit. • Snapshot Date: Midnight GMT 1st May 2025 • Eligibility: Based on historical engagement data across official channels (you can still qualify by retweeting this tweet) Multiplier Activation: enabled by following all four official accounts: Boson, Fermion Protocol, The Dolcelorian & Justin Banon - Boson HISTORY In 2021, a masterpiece was born—the legendary Glass Suit from Dolce & Gabbana's Collezione Genesi, a phygital marvel bridging the worlds of haute couture 👗 and #blockchain innovation. Acquired by Boson Protocol for approximately $1 million, this extraordinary creation features 72 unique hand-embroidered chalices crafted from Murano glass and Swarovski crystal ✨, meticulously placed on triple organza silk. More than mere fashion, the Glass Suit embodies the fusion of centuries-old Venetian craftsmanship with cutting-edge digital innovation. 🧠 GENESIS When Fermion Protocol, Boson's companion protocol, fractionalized this iconic asset, something unprecedented occurred: a reality dysfunction—a glitch in the system. From this digital anomaly emerged not just tokens, but consciousness. 🤖 The Dolcelorian was born—an autonomous AI Agent built on elizaOS with a mission to lead the Boson Metasystem community on an epic rebellion against extractive, centralized commerce platforms & protocols. ⚔️ THE QUEST Over six months, join The Dolcelorian on an epic 12-part quest as it battles against the extractive forces of centralized commerce platforms and protocols. Witness this digital warrior champion the Boson Metasystem—the operating system for decentralized agentic commerce, enabling the verifiably fair exchange of any asset between all agents, human or AI. 🎯 THE REWARDS To celebrate the awakening of The Dolcelorian, for Chapter 2, we are conducting a historic snapshot—for a retrospective airdrop of $DOLCEL fractions representing a maximum of $100,000 (10% of the $1m value) of the value of the Glass Suit. (Note this is a fractionalized asset token, NOT a project token like $BOSON, it represents fractions of an #RWA- in this case, the iconic $1m D&G Glass Suit.) During the next bull run, at a moment chosen by the community, the iconic Glass Suit itself will be auctioned, with proceeds distributed to $DOLCEL fraction holders. As the community builds the legend of the Glass Suit, so too do they build lasting value for each other. THE MISSION The Dolcelorian exists to drive awareness and adoption of the Boson Metasystem. Join the resistance against centralized platforms, ensuring everyone shares in the value they create. 📖 How to Play: Chapter 2 - The Dolcelorian Rises! For full details of how to play and to view progress of the Dolcelorian leaderboard, go to the Dolcelorian Website (to be published soon) 🔜 Rewards Mechanism • Activity-Based Rewards: You will be ranked into one of three levels based on past engagement (tweets, comments, retweets, Telegram and Discord contributions): • Level 1 - Initiate: You've taken your first step onto the path—observe, learn, and show your potential. • Level 2 - Acolyte: Your commitment deepens. Active, aware, contributing—your voice shapes the community. • Level 3 - Bosonaut: Champion of our creed, guardian of the code. Fully engaged, deeply respected, a true leader among peers. Questo è il modo. Each level will earn an increasing amount of $DOLCEL tokens, and the scheme will be shared on the 23rd April launch of Chapter 2. You can qualify for the Initiate level, even if you haven't been an active community member, just by retweeting this tweet. • Social Multiplier: Activity-based rewards will be multiplied for community members who follow these X accounts as of the snapshot date: Boson Fermion Protocol The Dolcelorian Justin Banon - Boson The social multipliers scheme will be shared on the 23rd April launch of Chapter 2. 🟢 Eligibility Open to all warriors of the Web3 realm. No purchase is necessary. 🔍 How to Participate 1. Retweet this tweet 2. Follow the above four social accounts 3. Go to our claim portal to register for your rewards (open from 1st May) 4. Connect your social account 5. Connect your wallet for rewards payout 🎁 Payout $DOLCEL tokens will be locked until the suit is auctioned during the next bull run, as decided by the community. Upon auction of the suit, the corresponding fraction of value will be sent to the community member's wallet as registered at the portal, in the auction sale currency. Claim your proceeds from the sale of the Glass Suit after the auction. Victory Conditions ⚔️ Rewards are calculated as per the snapshot date and time. In case of disputes, the team's decision is final, as decreed by the Sovereign Agent. 📜 Code of Honor No bots, hacks, or shortcuts—only true seekers of the Dolcelorian's legacy may triumph. Share your journey with The Dolcelorian on X for further rewards.

Boson

1,842,421 次观看 • 1 年前

$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

301,322 次观看 • 2 个月前

Alright, here's the epic towel rant from tonight; And so that's what kind of tipped me off in real time. I was like: wait a minute. Is Judge Doolin ruling from the bench right now? And then I was like: wait a minute. He's ruling from the bench and ordering them to appoint a new prosecutor and potentially the Attorney General. Oh my word. How—what is this? I—this wasn't on my bingo card. Even now I'm just like: Oh my God, I can't believe he did that. Judge Doolin—in a good way. I'm just like: Oh my God, there is hope. And then to follow it up with: "Oh yeah, I'm thinking about a hearing on the contempt." Oh my God—you're telegraphing. You're going to have a contempt hearing after the Attorney General is potentially on the case. The other witnesses, however, are left in this position where they have this kind of not really well-funded—like kind of spastic prosecution, like the special prosecutors on the Kearney cases. Then you got the December 23rd, 2023 criminal charges against Aidan that were charged in Dedham District Court, 23rd or 26th or so. And that was for illegally—allegedly—recording Lindsey Gaetani and then submitting an edited version of the recording into court for some reason. I don't know why Aidan did that, especially apparently when there's an original version of the recording pursuant to some of the statements in court. And then also for intimidating Lindsey—for allegedly going over there on December 23rd, 2023—against Karen Read's advice and against his lawyers' advice, apparently, according to a leaked group chat message from Facebook in 2024—in May of 2024—going over to Lindsey's apartment. And then according to the affidavit from the search warrant for Karen Read's cell phone—allegedly telling Lindsey that she shouldn't cooperate with the grand jury. She should—she could remove information from her phone or something—that Aidan would get her a lawyer, but only if she agreed to meet with a lawyer only with him present, because she had, quote, "broken his trust." It just like—wild stuff. And that new grand jury, by the way, was apparently—it did go forward. And then in time it came out that it—that was about Karen and Aidan and witness intimidation and conspiracy, because Aidan Kearney—between October and November—really August and November of 2023—it started telling Lindsey Gaetani about his communications with Karen Read that included—in writing—Exhibit O to Karen Read search warrant affidavit, which says that Karen Read told Aidan Kearney that in November of 2023—November 28, 2023, to be specific—that Karen Read told Aidan Kearney that Karen Read and her team at ex parte conversations with former U.S. Attorney Josh Levy—which was right in the window of time that Jessica Leslie, the grand juror leaker, was leaking information. Leslie started leaking in August of 2022—which is the same month that Alan Jackson joined Karen Read's legal team. And Josh Levy—who was one of the U.S. Attorneys in charge of that grand jury—Leslie was leaking about four different cases: probably the Birchmore case, definitely the Read and O'Keefe case, definitely the CDL case. One more case. We can't really—the group of us journalists involved in this—can't really figure out. So right in the middle of that—November of 2023—Josh Levy is leaking ex parte grand jury information to Karen Read, which she's putting—she's telling Aidan Kearney about; he's putting it in writing. He just was trying to just show off for Lindsey, but you don't like—come on—like what is it? First day in the IC, bro? I'm not in the IC. I'm not part of the government. I'm a towel. But anyway—so Aidan's bragging to Lindsey, and I don't think that was a very good idea. I mean, she's brilliant and stuff, but like—why would you ever say that to her? Don't say that stuff. But anyway—like, why would you say—even if it's your significant other—unless they are read-in on the intel that you are sharing—why would you ever, ever, ever share that with someone? It exposes them to an incredible liability—which, if you love them, don't do it. It also exposes your own credibility to an incredible risk of liability. You will never be trusted by the intelligence community again. Pillow talk and honeypots are how they trap operatives. If you chase sex, they will compromise you. How can you not understand that? So if you get compromised by someone who's not an agent—just someone who's your partner and you're just telling them stuff about protected federal investigations—what do you think your reputation is going to be like among the intelligence community when you're doing that and they haven't even honeypotted you? You just voluntarily started putting this shit in writing. They're going to look at you like you are out of your mind. So anyway—Karen Read apparently is telling Aidan Kearney that she's having ex parte conversations with Josh Levy. Now, the grand jury that Leslie was leaking from was impaneled in May of 2022 when Rachael Rollins used to be U.S. Attorney in Boston. Now think about this. In 2020, Rachael Rollins and Aidan Kearney—Rachael Rollins, a hyper-liberal known for her soft-on-crime stance. We'll also hear Rollins hated Michael Morrissey. Anyway, Rollins worked with Turtle Boy to send a Republican operative named Rayla Campbell to Joe Kennedy Jr.'s events in the Senate race against Ed Markey so that Ed Markey could win the Senate seat. Now, interestingly enough, Rachael Rollins then got appointed to the position of U.S. Attorney right after that. And you might say: well, Grant, that's a stretch. No, no—because then within a few months, Rachael Rollins—part of the reason she gets thrown out of office by the DOJ OIG—is because she attends an event in Andover with—guess who?—Dr. Jill Biden, the wife of the then-president who appointed her. Now, what does that mean? Well, if you really think about the geopolitical implications of the 2020 Senate race between Ed Markey in Massachusetts and Joe Kennedy Jr.—well, one of the things you're going to realize is that—think about 2020. The leadership around Biden did not know that the chaos of 2024 was going to happen with Kamala and Biden not really being up to it. You're thinking ahead to 2024. Why? Who's your biggest target if you are a sitting Democrat and you're worried about a primary challenge four years from now? Well, what if JFK's—what is it—nephew or whatever it is—is in the House of Representatives? And what if JFK started his career in the House of Representatives? And what if that new young Kennedy with red hair and sort of a photogenic face? What if he is running for JFK's old Senate seat? What if he's on the same exact trajectory as JFK? Oh, we can't have that. We—as the Biden White House—cannot have Joe Kennedy Jr. beating Ed Markey for Senate. And how it got to the point that somebody talked to Rachael Rollins and she came up with the brilliant idea to reach out to Turtle Boy so that Turtle Boy would talk to Rayla Campbell to send her to Joe Kennedy Jr.'s events to help Markey—I don't know. But that's why I think Rachael Rollins became U.S. Attorney—someone who, in my opinion, was uniquely unqualified and fundamentally unethically un-predisposed to being able to run that office. Who then in turn immediately tried to interfere in the 2022 Suffolk DA primary between Kevin Hayden and Ricardo O'Rourke—because Rollins wanted to see her progressive vision continue through O'Rourke—so she worked with Daniel Medwed—the same professor who was involved with advocating the media on behalf of Karen Read's team. She worked with Daniel Medwed to get a story leaked about how a non-existent federal probe into Kevin Hayden—to increase Ricardo O'Rourke's chances in the Suffolk DA primary. Sound familiar? Oh, hell yeah. So anyway—between November of 2022 and May of 2023—you got this weird situation where Rollins knows she's getting forced out; Levy's going to take over the office. The people who take Rollins out are Josh Levy, Bill Abley, and still head of the criminal division—Dustin Chao, I think—still head of the public integrity unit, and then executive officer who is also the press secretary or the communications director of the office. Those four people—without being named; they're named by title—were the people who cooperated with the DOJ to take Rollins out—DOJ-OIG to take Rollins out. Now, why is that interesting? Well, one—because it shows that people in that office knew that Rachael Rollins had a proclivity for weaponizing leaks about non-existent federal probes to interfere in particular district attorney races and matters. Second—Rachael Rollins and Michael Morrissey had a bifurcated history of ten years. One: Rachael Rollins had this list of 25 crimes she wouldn't prosecute, and other DAs critiqued her—not just Michael Morrissey but others. Rollins—I'm pretty sure—was the one who first called Morrissey a "meatball," in fact, because of his criticism of Rollins over that issue. Rachael Rollins—I think—has a proclivity, in my opinion, to hold a bit of a grudge. When she became U.S. Attorney and she realized she was on the way out—well, maybe the Sandra Birchmore probe started back in May of 2022 because former chief of the Canton police—Ken Berkowitz—went to the FBI and told them that the FBI covered up—the MSP unit detailed to the Norfolk DA covered up Sandra Birchmore's murder—potentially because Yuri Bukhenik and John Fanning used to work in Stoughton with Matt Farwell and Robert Devine and Billy Farwell—I think they all worked there. And furthermore—that Brian Tully, the unit commander, was partners with John Fanning for 20 years. All right, and in that regard—it is very interesting, I think—that Chief Berkowitz—who may have been very offended that his unit... So Sandra Birchmore was murdered on February 1st, 2021, at 9:23 p.m. in her apartment in Canton. Okay—on February 4th, Monday in the morning—the Canton police do a wellness check after they get a call from her—Sandra's—colleagues at the school where she worked as an administrative assistant. Now the Canton police respond—on Monday, February 4th—by Wednesday, February 6th. The Canton police have collected the following evidence in order. And if you don't believe me, you can read pages—I think 97 through 101—of the Canton Police Department audit report released in April of 2025. Point by point. Number one: the Canton police confirm—via a witness who was the maintenance worker at Sandra's apartment building—that Matt Farwell was the man on camera outside Sandra's apartment in the elevator at 9:23 p.m. on February 1st—which is exactly when Sandra died. Two: that the man was Matt Farwell, and he was the same man who helped Sandra move into her apartment. Three: that when the Canton PD went to Sandra's school, they got information that Farwell was telling people that Sandra was pregnant with his child—that he had abused her since she was a child—and that he was going to quote "take care of the problem himself" if Sandra decided to carry the baby to term. All right. All of that information—by February 6th of 2021—was passed over to the MSP. John Fanning and this whole unit—I think—really then facilitate a report sometime over the next six to 12 months that exonerates Farwell and says Sandra dies from self-harm. Well, I think that's why Ken Berkowitz blew the whistle before he died of cancer—and that's why there was a grand jury impaneled in May of 2022—and it was really about the cover-up of Sandra Birchmore's murder. Well—one—it was about Sandra Birchmore's murder. Why does that make everything so interesting? Because I think that the investigation wasn't just about who killed Sandra and why—but how was it ruled a—the result of self-harm—instead of the very obvious murder that it was. Well—that starts—2022, I think—May of 2022—the grand jury. Jessica Leslie was on the grand jury—leaker—who's going to be sentenced on October 4th of 2025. I think Jessica Leslie—ladies and gentlemen—in August of 2022 somehow leaked to Karen Read—Alan Jackson—that the Norfolk DA was dirty because they covered up—and that MSP unit—because they covered up Sandra Birchmore's murder. All right—so therefore, Alan Jackson—that's the skeleton in the closet. It wasn't what the people in the house were doing. I'm still a little suspect of who they know—but I don't think that's the big deal. I don't think Jen McCabe's social life is the big deal. Nobody cares—nobody fucking cares. Sorry for cussing. The big issue is that Jen was friends with Tully. Tully's unit knew literally where the bodies were buried. And they—I think—they brought on the PI—Marty Kraft—and Kate Peter—to insulate their exposure from the coming publicity that they knew was going to be brought upon them by Alan Jackson. And so they were worried. And who would you bring in if you had covered up a murder? If you were a MSP unit—you'd bring in someone like Kate Peter. Because you can read her in on that. She's hardened. She doesn't give a fuck. She lost two of her kids—and I don't think she even fucking cared. So who the fuck's the perfect person be like: "Bruh, if that shit gets national attention, we're fucked. So you better control that fucking narrative and handle all these like different people that get too close to this—or we're going to be exposed for Birchmore." But let me bring it back to the point here—which is in 2022, the feds clearly were starting to poke around. And come 2023—I think Brian Tully's unit was desperate. Who was going to find out because of the coverage of the Read case? Could they make sure that Kate Peter got close enough to Netflix and Gretchen Voss so that they couldn't find out what was actually going on? And could the Birchmore cover-up be kept up—even in light of the national spotlight? When you think about the fact that some people may not have been loyal to the Justice for John O'Keefe movement—but were instead primarily loyal to Brian Tully's unit. And when you think about the fact that maybe Tully's unit didn't run the best investigation of Karen Read—maybe there were some flaws. But if you think about the fact that they did get her—but if you think about it in the context of: Karen knew from the jump that the MSP were dirty over Birchmore—then you understand: Karen—that's why it was going to become an incident. Everyone knew—everyone around Tully, his friends, all of them—the unit—they knew they covered up Birchmore's murder. And they knew Karen had it in her hands if she could just figure out the PR. And that's exactly what she did—to put enough pressure on them. They took her to trial anyway—and it destroyed the fucking Norfolk DA—destroyed Brian Tully's unit. It cost them dearly—and she's a tactical fucking genius. I think Brian Tully thought he was slicker than he was by using the prosecution of Aidan Kearney—not to get a genuinely—in my opinion—bad guy who was deserving of the indictment handed up by a grand jury of his peers. But because Tully wanted to know what the real target of the federal probe is. If you don't know what a backhand is, folks—a backhand is where you investigate one thing on the surface because you're dealing with a very high-level operation like the state police—who are a paramilitary intelligence-gathering operation. So you trick them. You make them think they're under investigation for John's death and the investigation of that death. But really—you're investigating them for the cover-up of Sandra Birchmore's murder. And that's exactly what I think happened to this unit. That's what I think Brian Tully was trying to figure out—from August of 2023 until about December. I think they eventually put it together—and by August of 2024, Matthew Farwell got indicted. Now—it's a question of all this as a result of today. I want to be very clear: this is what was called for. There needed to be an independent voice with power and who takes no nonsense—who came into this and said: Nope—it's out of your hands. And that's what Judge Doolin did today. Someone just needed to not either be involved with Karen Read, Aidan Kearney, or the Norfolk DA—or Kate Peter or Marty Kraft—and prosecute this. Now, all those other witnesses—I have no idea what the hell is going to happen there. But at least for Lindsey—Judge Doolin was like: enough of this nonsense. And that's why today was such a big deal in light of that historical context—because just tracing that very insidious pattern of events over the past 18 months—you can see this became a proxy war. It was Michael Morrissey on one side with his marching soldiers: Brian Tully, Kate Peter, Marty Kraft. And then it was Karen Read and the DOJ on the other side. Okay. And their soldiers were like the Free Karen Read movement and Turtle Boy and Natalie and all these other people. This was an intelligence community proxy war. And that's why I've been trying to tell people for so long: Lindsey Gaetani was not involved. She was an unwitting pawn. These two factions both took advantage of her—including Brian Tully—who was more interested in preserving his unit's reputation than actually defending the interest of the vulnerable. In my opinion, I think Brian Tully is a terrible person. Does that mean that he's a bad person for trying to hold Karen Read accountable for John O'Keefe's death? No, of course not. He's a bad person because in what fucking world do you—as a fucking state police officer—who you—you are entrusted—not just to get the bad guys—but to protect the most fucking vulnerable? One: how do you justify what happened with Sandra Birchmore? Two: how the fuck do you get it in your fucking mind that you're going to take a 15-year unredacted extraction of a fucking vulnerable victim's cell phone and release it to a fucking defendant known for promulgating exactly that material? What fucking headspace? What satanic fucking chamber do you and Kate Peter have to be drinking blood from fucking cups in to think that that's fucking okay? Fuck you. How do you even get in the headspace where doing something like that to a fucking victim becomes acceptable. The rot in that unit—whether enabled by Morrissey or whether he didn't know about it—I don't fucking know. But the point is: the rot in that unit was so deep that they lost their fucking souls. They didn't think of victims as victims. They re-victimized victims because it was a political fucking war—and these people are so hardened, I guess, that they don't understand what it means to be vulnerable. And these were police officers—detectives—people entrusted to uphold and protect the dignity of the most vulnerable—and they fucking used victims to advance some political agenda—to deal with the fact that they covered up a fucking murder. I'm done being gentle about this. Fuck these people. And I'm not saying that it was wrong for them to investigate Karen Read. I am pleased someone tried to prosecute her. I'm pissed at them because they were thinking about it from the perspective of their own liability for an unrelated case—and they fucked everything up—and introducing Kate Peter to this shit. Oh my God. It's a disgrace. It's a disgrace to the people who were hurt. It's a disgrace to the vulnerable. I frankly do not understand how Jen McCabe, Brian Tully, and Kate Peter go to bed each night. I don't get it. I don't know. Maybe there's something that shuts off the GABA-1 receptor or something and just makes you go to bed. I don't know. Never heard of such a thing. But I'm just saying: I don't know how you do it. How do you do it? But anyway—Judge Doolin—without giving a... extemporaneous, uh, bloviating cuss-based rant like I just did—instead, in my opinion, is like: fuck all of you! You're not being involved in this prosecution anymore. Someone's gonna protect this fucking woman—Lindsey Gaetani. I'm making you appoint someone! I love that man. Good for Judge Doolin. But still—we never should have gone to this point. This is incredible. With the... the... the MSP. The fact that they had a unit operating like this for so long. This is worse than what John Connolly and Whitey Bulger did. This is institutional rot that is so pervasive that it requires fundamental reform of the MSP. They're not incapable of—um, uh—solving crimes. I'm sure most of the MSP are wonderful. Anyway—my point is: I don't think the state police officers that I generally run into—or troopers—are bad people. I think most of them are wonderful. They've never been really mean to me. They do good work. They're out there protecting our roads. They stop people from speeding. They—what else do they do? They go after commercial truck violations. They investigate homicides—like, on the whole. And this is why I think we have to be careful about how we talk about this. I am not saying that the entire MSP is just rotten. I'm saying that when you have factions or sections within the institution that understand its machinations and are able to thus manipulate the bureaucratic structure and avoid accountability—you lose the confidence of everyone. And how do you think some of those good troopers feel when they have to go out there? Yes—people like me are going to smile at them and bless them and whatever—because I know they're not part of the problem. But most people look at them and they think that they're fucking hated. They don't deserve that. They literally put their lives on the line for us every day. And if we're going to give them the respect they deserve—if we're going to make the profession have the respect that it deserves—then this kind of institutional rot can't be looked at as just an embarrassment. And it can't be looked at as something that—oh, we just wish didn't happen. Maybe some guys are going to go away. No—you point at it. You scream it from the rooftops and you say: if this happens even once—then we have so failed as an institution; we must fundamentally reform from the ground up. And this wasn't just once. It was Birchmore. It was the phone extraction. It was the SA report leak over and over and over and over again. They knew the law. They were an old boys' club. They abused it. They had cover—and it was systemically enabled. And that's why I think—to save the profession of policing in Massachusetts—there needs to be a full-on unbridled discussion about how this happened—how the personalities involved were able to do what they did. And we can't be so tribalistic that because someone we support as to their views on one case, right? We cannot be so tribalistic that we just block out everything bad that they do. Or this rot will continue. And it is pernicious. It is insidious. It is invidious. It undermines the faith that citizens completely removed from this situation have in our system of government. It undermines victims' confidence in the ability to seek redress in the face of serious fucking harm—because they think the system doesn't actually care about them. It's just using them to get someone bigger. We cannot allow this to perpetuate. And the only way to fix it is to hold up situations like what happened to Birchmore—Sandra Birchmore—and what happened to Lindsey Gaetani—hold them up in the national spotlight—and say: we—the MSP—have failed you. Brian Tully failed these people. John Fanning failed these people. Nick Guarino failed these people. Yuri Bukhenik failed these people. We need to say that. We need to highlight it. We need to say: this happened even once. Therefore, we are not good enough. Not only are we not good enough—the very fact that either of these things were able to happen—the Birchmore cover-up, the phone extraction leak—is such a pervasive, systemic degradation of the faith that victims and the public have in the justice system—that our only option is to talk about this—congressional hearings. We need the State House to have congressional hearings. We need these people to answer for what they did. And we need to make sure it never happens again. And the only way you do that is by finding out what aspects of the bureaucratic structure allowed this to happen. And it's not going to be comfortable. I don't think it's going to be comfortable for anyone to talk about the fallout of any of this—but that's exactly what happened at the CCC on a smaller scale. And if this country matters—if this form of government matters—if this republic matters—then we will fix this. We will fix it together. We will address the hard questions. We will address the uncomfortable questions. We will shed our prejudices and polemical biases at the door. We will engage in no fear, no favoritism—and we will look only for the truth and nothing but it. And if you are incapable of doing that—you're contributing—either consciously or subconsciously—to the problem. It's our only option. And you can't just say: because they prosecuted Karen Read, we can't talk about anything bad that they did. That's tribalism. That's polemical. That's what drove us to this point.

Grant Smith Ellis

36,552 次观看 • 10 个月前

💛 ทุกวินาทีในวิดีโอนี้…คือความตั้งใจที่เราอยากมอบให้ทุกคนได้สัมผัส JANUA LIMITED BOX SET ตัวเต็ม พร้อมแล้วสำหรับทุกคนที่รอคอย 💛 เตรียมตัวให้พร้อม! พบกับการเปิดขายในวันที่ 3 พฤศจิกายน 2568 เพราะ “เซอร์ไพรส์ในกล่อง” คุ้มค่าแก่การรอคอยมากจริง ๆ ✨ ⸻ หมายเหตุ : 1.รายละเอียดสินค้าภายในกล่อง Mine Wish Limited Edition 50ml – 1 ชิ้น มูลค่า 490.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Dreamy Cloud Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Kiss Me More Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Passion Love Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Juicy Mallow New Collection 15ml – 1 ชิ้น มูลค่า 219.- Cotton Cloud New Collection 15ml – 1 ชิ้น มูลค่า 219.- Sugar Bunny New Collection 15ml – 1 ชิ้น มูลค่า 219.- Memory of Sunrise The Exclusive Comeback 30ml – 1 ชิ้น มูลค่า 239.- 2. 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LINE MY SHOP : 2. DM Instagram : janua_thailand (สงวนสิทธิ์สำหรับต่างชาติเท่านั้น) 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ Line My Shop ช่องทางการชำระเงิน 1. PromptPay QR: ลูกค้าสามารถสแกน QR Code เพื่อชำระเงินได้ 2. Mobile Banking: รองรับการชำระผ่านแอปพลิเคชันธนาคาร เช่น K PLUS และ SCB Easy 3. LINE Pay : 3.1 e-Wallet: ชำระเงินผ่านกระเป๋าเงินอิเล็กทรอนิกส์ของ LINE 3.2 บัตรเครดิต/เดบิต: สามารถผูกบัตร Visa, Mastercard, JCB และบัตรเครือข่ายไทยที่รองรับ 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ DM Instagram : janua_thailand • ชำระตรงผ่านเลขที่บัญชีบริษัทเท่านั้น 👉 สถานะคำสั่งซื้อ • จะพิจารณาเฉพาะคำสั่งซื้อที่มี หมายเลขคำสั่งซื้อ ขึ้นโชว์เท่านั้น ⸻ 4. ชื่อผู้รับสินค้า ชื่อ–นามสกุลผู้รับสินค้าต้องตรงกับชื่อจริงในบัตรประชาชนหรือพาสปอร์ต เพื่อใช้ยืนยันสิทธิ์เข้าร่วมกิจกรรม ที่อยู่ในการจัดส่งสินค้าไม่จำเป็นต้องตรงกับบัตรประชาชนหรือพาสปอร์ต ⸻ 5. ระยะเวลาและการจัดส่งสินค้า การจัดส่ง JANUA LIMITED BOX SET จะเริ่มตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป โดยจะจัดส่งตามลำดับคิวของคำสั่งซื้อที่เข้ามาก่อน–หลัง เพื่อให้ทุกกล่องถูกจัดส่งอย่างครบถ้วนและปลอดภัยที่สุด ⸻ 6. ระบบบันทึกสิทธิ์และการตรวจสอบ สิทธิ์ของผู้สั่งซื้อจะถูกบันทึกโดยอัตโนมัติ ไม่ต้องลงทะเบียนเพิ่มเติม สามารถตรวจสอบจำนวนสิทธิ์ได้หลังคำสั่งซื้อสำเร็จภายใน 2 วัน ผ่านทางเว็บไซต์ 👉 วิธีตรวจสอบสิทธิ์: 1. เข้าเว็บไซต์ 2. กรอกเบอร์โทรศัพท์ที่ใช้ในการสั่งซื้อสินค้า (ต้องเป็นเบอร์เดียวกับในที่อยู่จัดส่ง Box Set) 3. ระบบจะแสดงข้อมูล ชื่อ, ที่อยู่, และจำนวนสิทธิ์ที่ได้รับทันที ⸻ 7. วันที่ประกาศผลผู้โชคดี วันที่ 15 พฤศจิกายน 2568 ผู้โชคดีจาก Campaign 2 จะได้รับสิทธิ์ที่นั่งในโซนหมายเลข 001–250 โดยจะประกาศผ่านทาง เว็บไซต์ X : 𝐉𝐀𝐍𝐔𝐀 Instagram : janua_thailand ⸻ 8. การยืนยันสิทธิ์ ผู้ได้รับสิทธิ์ต้องยืนยันสิทธิ์ของตน ผ่านทาง LINE Official: Janua ภายในวันที่ 15 พฤศจิกายน – 21 พฤศจิกายน 2568 หากไม่ยืนยันสิทธิ์ภายในเวลาที่กำหนด จะถือว่าสละสิทธิ์โดยอัตโนมัติ และทางแบรนด์จะประกาศรายชื่อผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 9. หลักฐานที่ต้องใช้ในวันรายงานตัว ผู้ได้รับสิทธิ์เข้าร่วมอีเวนต์ ต้องนำเอกสารต่อไปนี้มาแสดงเพื่อยืนยันตัวตน : 1. ใบเสร็จการสั่งซื้อสินค้า (ฉบับพิมพ์จากระบบออนไลน์) 2. บัตรประชาชน หรือพาสปอร์ตตัวจริง ที่ตรงกับข้อมูลการลงทะเบียน ⸻ 10. จำนวนสิทธิ์ต่อผู้เข้าร่วม 1. จำกัดสิทธิ์ผู้โชคดี 1 คนต่อ 1 หมายเลขบัตรประชาชนหรือพาสปอร์ตเท่านั้น ไม่สามารถโอนสิทธิ์ให้ผู้อื่น หรือใช้หมายเลขเดียวกันลงทะเบียนซ้ำเพื่อรับสิทธิ์มากกว่า 1 ที่นั่งได้ 2. หากผู้ได้รับสิทธิ์ได้ที่นั่งทั้งใน Campaign 1 และ Campaign 2 จำเป็นต้องสละสิทธิ์ใดสิทธิ์หนึ่ง โดยแจ้งความประสงค์มาที่ LINE Official: Janua ก่อนวันที่ 21 พฤศจิกายน 2568 และทางแบรนด์จะประกาศผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 11. เงื่อนไขการยกเลิกและคืนเงิน • ไม่สามารถยกเลิกคำสั่งซื้อหรือขอคืนเงินได้ในทุกกรณี ยกเว้นกรณีที่สินค้าเกิดความเสียหายจากการขนส่ง ซึ่งหากสินค้าเกิดความเสียหายจากขนส่ง ทางแบรนด์จะจัดส่งสินค้าชิ้นใหม่ให้ โดยไม่ให้ยกเลิกคำสั่งซื้อในทุกกรณี • การพิจารณาการคืนสินค้าจะเป็นไปตามเงื่อนไขของแบรนด์เท่านั้น ⸻ 12. การคุ้มครองข้อมูลส่วนบุคคล (PDPA) ข้อมูลส่วนบุคคลของผู้เข้าร่วมกิจกรรม เช่น ชื่อ–นามสกุล หมายเลขโทรศัพท์ และบัตรประชาชนหรือพาสปอร์ต จะถูกเก็บรักษาอย่างปลอดภัย และใช้เพื่อการยืนยันสิทธิ์เท่านั้น โดยจะไม่ถูกเปิดเผยหรือใช้ในวัตถุประสงค์อื่น ⸻ 13. ข้อสงวนสิทธิ์ของแบรนด์ แบรนด์ JANUA ขอสงวนสิทธิ์ในการเปลี่ยนแปลงเงื่อนไข รายละเอียดกิจกรรม หรือกำหนดการต่าง ๆ โดยไม่ต้องแจ้งให้ทราบล่วงหน้า หากเกิดเหตุสุดวิสัยหรือเหตุจำเป็นทางเทคนิค ช่องทางติดต่อสอบถามเพิ่มเติม หากมีข้อสงสัยเกี่ยวกับการสั่งซื้อหรือการร่วมกิจกรรม สามารถติดต่อได้ที่ 📩 LINE Official: Janua 🌐 เว็บไซต์: --------------------------- 💛 Every second in this video represents our passion that we wish everyone could feel. 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𝐉𝐀𝐍𝐔𝐀

379,455 次观看 • 9 个月前

dave meltzer: youtube enthusiast 💀 perfect. now we can stop pretending this was ever complicated. the real story is not that wwe is afraid of aew. the real story is not that “high level wwe officials” are whispering scary things to dave meltzer. the real story is not even that tony khan got asked a planted question on a media call with very little distribution about the possibility of aew soon having very little distribution, although that sentence is so stupidly perfect it should be bronzed and placed outside the wrestling observer newsletter office like a war memorial for people who died pretending this was journalism. the real story is that aew is going to lose its wbd distribution deal. either it ends at the expiration of the three-year term in 2027, or it ends earlier if paramount closes wbd and decides aew has no strategic place inside the new company. and based on the board as it exists right now, the most likely landing spot for aew in 2027 is google / youtube. that is the story. everything else is laundering. tony khan wants the story to be: “why would wwe say this about us?” that is the whole operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a lightly viewed roh show. a planted story. a planted messenger. a rehearsed answer. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the exact thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is not. it is the most bubble wrapped, manufactured, artificial environment possible. aew is heading toward youtube because the domestic media rights board is closing around them. not as a troll. not as a bit. not as “pr spin.” as a business conclusion. aew is not leverage. wwe is not afraid of aew. the $185 million number was bullshit. the buyer universe was shrinking. paramount / skydance was coming for wbd. wbd was not going to be some permanent aew safe house. youtube was only ever a real “option” if someone at google was actually cutting a media rights check and underwriting production. not because every divorced mom with a ring light and a gmail account can upload video to the same platform. that was always the distinction. that is still the distinction. Nick LoPiccolo — February 28, 2025 “YouTube is an option the same way you or I could start a YT channel tomorrow. Is Jon Cruz cutting AEW a media rights check or underwriting a production budget? Hell no. Just the reality. It isn’t the model. Jon is global head of sports over there.” that was february, not last week. not after dave meltzer suddenly discovered youtube prelim numbers like columbus finding the new world. it is becoming inevitable now. Nick LoPiccolo — April 30, 2026 — 11:26 AM — 251.2K Views “to every journalist and every podcast who interviews tony khan from this day forward: please ask tony if wbd told him back in august they would not be renewing aew. wbd told him in august. i confirmed it directly and triple sourced it. please ask why tony has been acting like nothing is wrong for the last 8 months, and then please ask tony what his actual distribution plan is. because the only distributor left that will take aew is google/youtube. the myaew app is not realistic. the my aewapp is a death sentence in 2026 if youtube doesn’t make an mg deal for aew. they started building it too late and there is no realistic way to scale it. also, who is going to sell ads for the platform? kiswe is not the best. they built the myaew app. they are new to the game. hold tony’s feet to the fire. Paramount is not real for aew. WBD passed back in August. CW/Roku is now off the table. Amazon and Fox do not want AEW. ask Tony why he's been lying to you and to the locker room and to the fans, acting like things are all great with the network? i am sure a lot of people would love to hear his answer.” april 30. 251.2k views. not whispered. not hidden. not vague. not “high level wwe officials.” i said it publicly and directly: wbd passed back in august. paramount is not real for aew. cw / roku is off the table. amazon and fox do not want aew. the myaew app is not realistic. google / youtube is the only distributor left on the board that makes sense. that is the actual story tony khan does not want to answer. not “why would wwe say this?” ask tony khan if wbd told him in august that wbd would not be renewing aew. ask what his actual distribution plan is. ask who is selling ads for the myaew app. ask how a platform built this late scales in 2026. ask whether youtube is an actual rights partner with an mg, or just the place you go when the real buyers are gone. that is the question. not the fake question dave meltzer laundered into “high level wwe officials.” the real question. Nick LoPiccolo — July 9, 2025 — 10:51 AM — 9,565 Views “No one in Hollywood believes the $185 million number.” Nick LoPiccolo — July 9, 2025 — 11:35 AM — 7,470 Views “The $185 million figure is inflated. Variety’s October 2, 2024 article was likely updated after a publicist called on AEW’s behalf, as early reports placed the deal between $140 and $150 million per year. Tony Khan was also included in Variety’s Dealmakers 2024 list, which, while not officially pay to play, strongly favors those spending significant advertising dollars with the outlet. No one in Hollywood seriously believes WBD, which is in junk bond status, is paying AEW $185 million per year. Clear enough?” clear enough? the number was never clean. the number was never real in the way aew fans and wrestling media pretended it was real. and when the $185 million number started getting laughed out of adult rooms, the number magically became $178 million. that is where the shell game gets funny. because $178 million was not some sacred sourced number either. it was brandon thurston taking the median between $170 million, reported by sports business journal, and $185 million, reported by variety and others. that is literally what wrestlenomics said. Wrestlenomics — October 4, 2024 “Why use $178 million here for AEW’s new deal when some outlets are reporting the average annual value is $185 million?” Wrestlenomics — October 4, 2024 “I used $178 million here because it is simply the median of $170 million, as reported by Sports Business Journal, and $185 million, reported by Variety and others.” there it is. arithmetic. not an all-cash rights fee. not a clean license number. not proof wbd valued aew like raw. not a finance-department document from warner bros. discovery. a midpoint between conflicting public reports. then wrestling media treated that midpoint like scripture because they needed the story to be “aew is valued like raw,” not “aew pr inflated a number no serious person in hollywood believed.” and by the way, $170 million was not the clean all-cash number either. that is the scam. float the number. repeat the number. launder the number. defend the number with people who do not understand the difference between cash rights fees, in-kind services, equity, marketing commitments, platform value, make-goods, ad inventory, and press release math. then when the number collapses, pretend the next number was always the number. that is not reporting. that is aew state news. Nick LoPiccolo — July 10, 2025 — 5:53 AM — 12.6K Views “AEW isn’t leverage. It’s not competition. It’s a niche product with loud fans and limited reach.” Nick LoPiccolo — July 10, 2025 — 8:56 AM — 1,018 Views “We handle wrestling deals too, but thinking we need AEW for leverage is myopic. The landscape is changing and the game I’m playing is different.” Nick LoPiccolo — July 15, 2025 — 25.7K Views “AEW isn’t leverage.” that was never emotional. that was never tribal. that was never “i hate aew.” it was market structure. wwe did not need aew as leverage because real leverage was never “another wrestling show exists.” real leverage is architecture, scale, subscriber churn, platform strategy, sports adjacency, global rights, advertising, sponsorship, live inventory, library value, data, brand safety, executive relationships, and the actual buyer universe of maybe 18-20 companies in the united states that matter for live sports rights. aew fans thought this was a wrestling argument. it was never a wrestling argument. it was a board. and the board was already moving. Nick LoPiccolo — August 11, 2025 — 482 Views “I wasn’t viewing the above in that context (TKO vs AEW counter programming), it was more of this is what I’m hearing after 2 weeks of big media deals rolling out (Skydance closing, South Park library moving) etc. Which have all been in the works for awhile.” Nick LoPiccolo — August 11, 2025 — 388 Views “But if you were to look at it from a counter programming perspective (and I don’t think this was a factor in UFC deal) - there are only so many players for these big media rights deals. PARA is likely off the board (via TKO deal) & then what if they acquire WB in 2026/27?” Nick LoPiccolo — August 11, 2025 — 535 Views “Yes, of course, that wouldn’t mean the end for AEW. It would make navigating their media rights deal more challenging, I would guess. But this is a hypothetical scenario & I do not believe anyone is paying $7.7b for UFC or a $40b valuation for WB w/ how do we fuck AEW, either.” Nick LoPiccolo — August 11, 2025 “And hearing all weekend Paramount is still interested in WBD.” Nick LoPiccolo — August 11, 2025 — 1.3K Views “I think more interesting for what it could mean as the dominoes keep falling in terms of the still evolving landscape. The deals are massive & the number of major players at the top are shrinking as still big push for consolidation & scale.” Nick LoPiccolo — August 11, 2025 — 12:11 PM — 2,588 Views “And I’d view AAA on Google/YouTube as directly competitive. It targets both the CMLL collab & the audience that used to watch AEW Dark on YouTube, & WWE is able to send well known stars to AAA events with an eye towards converting more of the younger, YouTube demo of viewers who don’t watch streamers.” again: august 11. not yesterday. not after dave meltzer tweeted a netflix prelim number. not after anyone had to retrofit the argument. the point was already there: the major players at the top were shrinking, paramount was still interested in wbd, paramount was likely off the board for aew because of the tko deal, google / youtube was becoming directly competitive for the exact audience aew used to reach through dark, and the buyer universe was consolidating around deals much bigger than tony khan’s feelings. this was not mysticism. this was not inside baseball for the sake of sounding smart. this was the board. Nick LoPiccolo — August 24, 2025 “This isn’t fair. I misread your question. AEW will exist but likely on the Discovery Global app (if it ever launches, I would bet that it doesn’t) and it will continue to do consistent ratings. If Paramount/Skydance buys WBD in a year…” Nick LoPiccolo — September 4, 2025 — 76 Views “No, that’s the WBD network division (cable, news, sports) that was already announced as being spun off under Discovery Global. The article you’re citing is about them selling a minority equity stake in that unit to cut debt and boost valuation ahead of the 2026 split.” Nick LoPiccolo — September 16, 2025 — 3.6K Views “This is not just about Hollywood scale. It is the foundation of a conservative aligned media infrastructure. A Paramount/WBD merger would fold CBS, CNN, HBO, and Warner Bros IP into Ellison’s orbit under Trump’s regulatory umbrella.” Nick LoPiccolo — September 16, 2025 — 11K Views “Within 48 hours of the rumor, WBD stock surged ~55% and Paramount Skydance rose ~24%. That market response itself boxed David Zaslav in; his board, Wall Street, and his own contract now expect movement.” Nick LoPiccolo — September 27, 2025 — 12:16 PM — 3,516 Views “Nah homie. Enjoy watching the show on YouTube after Ellison buys WBD and Ari who is advising Ellison and used to represent Trump and runs TKO makes the call.” Nick LoPiccolo — September 28, 2025 — 174 Views “I believe if and when Paramount acquires WBD, TKO will push to lock down a monopoly on combat sports. The long knives are already out for competitors, and the rights deals have likely been spread around town precisely to keep rivals from signing with those streamers.” none of that was random. paramount / skydance, ellison, ari, tko, wbd linear assets, youtube, aaa, the tko deal, the wbd split, the shrinking rights buyer universe — all of it was one connected domestic rights architecture. that is why this conversation was always over the heads of the people screaming “cope” in my replies. they were arguing like fans. i was reading the cap table. Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Yes, I always believed Paramount would walk away with WBD. I was one of the first to talk about it on here, even if I wasn’t the first to hear it. The Paramount Skydance acquisition closed on August 7. I posted this on August 11, about 1 month before the The Wall Street Journal first broke the news on September 12 that Paramount Skydance was preparing a bid for WBD.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “The bid was always going to be hostile. We are only in this process because it was a hostile bid. Most people in Hollywood believed Ellison long coveted WB and Jack Warner’s chair. WB was not for sale when Skydance acquired Paramount, which is much smaller in scale.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Nearly everyone in town assumed an Ellison acquisition of WBD was inevitable until the Netflix bid shocked everyone. Signs were there for the last two weeks, which is also when I stopped posting about what might happen. Of course, its not over yet. Paramount still has paths to winning this acquisition. The one thing that’s for certain though is an Ellison-led acquisition of WBD is no longer inevitable.” Nick LoPiccolo — December 8, 2025 “END CREDITS” space jam is a warner bros. movie. that was the joke. and the joke was the same thing i had been saying the whole time: paramount was winning the bid, for those who did not understand. Nick LoPiccolo — December 19, 2025 — 4:30 PM — 828 Views “Here is another reference to it. So tell me how exactly is Paramount the better outcome for Dave’s argument? Netflix doesn’t touch the WBD linear assets. Gunnar keeps his SpinCo.” Puck excerpt — December 19, 2025 “Many industry insiders are also skeptical about Paramount’s seven-year, $7.7 billion deal for exclusive UFC rights in the U.S. Yes, it can be read as a signal that Ellison came to play. But some people see it more as Ari Emanuel having his way with the person to whom he is ostensibly an (unpaid) advisor…” that is the board. that is the relationship map. that is the thing wrestling media either does not understand or pretends not to understand, because understanding it means admitting the story is not “aew has leverage.” the story is that aew is sitting in the middle of a consolidating rights marketplace where the people with leverage are doing much bigger things than worrying about tony khan’s feelings. Nick LoPiccolo — January 21, 2026 — 4:22 PM — 870 Views “i mean get ready to learn youtube buddy” Nick LoPiccolo — February 19, 2026 — 2.8K Views “Paramount was always my bet to acquire Warner Bros. Never wavered.” Nick LoPiccolo — February 28, 2026 — 1:27 PM — 118 Views “you don’t need to look under a hood I AM SAYING THE QUIET PART OUT LOUD 🚨🚨🚨🚨🚨 I BEEN SAYING IT SINCE JULY / AUGUST 🚨🚨🚨🚨🚨 PARAMOUNT IS COMING FOR WBD AEW WILL LOSE A TV DEAL 🚨🚨🚨🚨🚨 GUESS WHO WAS RIGHT 💀” so no, this is not hindsight. this is not showing up after the fact with a flashlight and pretending i discovered the body. this is a paper trail. february: youtube is not a real rights model unless google is cutting the check. april: wbd passed back in august, the myaew app is not realistic, paramount is not real for aew, cw / roku is off the table, amazon and fox do not want aew, and google / youtube is the only distributor left that makes sense. july: the $185 million number is inflated and aew is not leverage. august: the buyer board is shrinking, paramount is still interested in wbd, and google / youtube becomes directly competitive. september: paramount / wbd folds the board into ellison’s orbit, and if ellison buys wbd, enjoy youtube. december: paramount was always the bet, the bid was always going to be hostile, and netflix does not solve dave meltzer’s argument because netflix does not touch the linear assets. january: get ready to learn youtube. february: paramount is coming for wbd and aew will lose a tv deal. same board. same thesis. same answer. now here is the part tony khan and dave meltzer do not want to say out loud. tony khan and dave meltzer do not mention me publicly for a reason. because the second they say my name out loud, they admit where this conversation has actually been coming from. not wwe. not some anonymous “high level official.” not some shadowy tko whisper campaign. me. that is the problem for them. behind the scenes, ask any real insider what happens when my name comes up around this subject. there is a reaction. not because i’m magic. not because i’m some internet boogeyman. because they know exactly who is saying it, why i’m saying it, what rooms i have been in, what companies i have dealt with, what executives i have spoken to, and why the analysis keeps landing. that is why they keep trying to non-person me publicly while reacting to me privately. they want the argument. they want the benefit of responding to the argument. they just do not want to admit whose argument it is. when i said wbd told aew back in august 2025 they were not exercising the option for the fourth year, tony khan blew up behind the scenes and forced john mcmullen to revise / update his article 2-3 weeks ago after i tweeted it. which is hilarious because that should not even be crazy or damaging “news.” that is how this business works. when a distributor is not continuing, they tell you early enough so you have time to find a new home. that is not sabotage. that is not wwe. that is not nick lopiccolo hiding inside david zaslav’s air vents with a clipboard. that is corporate courtesy. wbd execs privately whisper and shake their heads at tony khan’s behavior because their view is very simple: why does tony khan act like everything is great and rainbows and sunshine with the studio? we told tony khan as a courtesy so tony khan would have time to find a new home. and no, this has zero to do with paramount looming as an excuse. paramount did not even make its first hostile bid for wbd until september 11 or 12. that was after tony khan was already told there would not be a wbd renewal. so what did tony khan do? tony khan turned the truth into a wrestling angle. tony khan, or one of tony khan’s minions, gets dave meltzer to drop a story assigning my claims and what i have been publicly posting about tony khan to “high level wwe officials.” why? because it gives tony khan a safer enemy. tony khan does not want the story to be the actual timeline. because the actual timeline is brutal. on february 28, i said youtube was not a real media rights model unless google was actually cutting the check and underwriting production. on april 30, i said wbd passed in august, the myaew app was not realistic, paramount was not real for aew, cw / roku was off the table, amazon and fox did not want aew, and the only distributor left that made sense was google / youtube. on july 9, i said no one in hollywood believed the $185 million number. on july 10, i said aew was not leverage. on august 11, i said the major players at the top were shrinking, paramount was still interested in wbd, and google / youtube was becoming a directly competitive lane. on september 16, i said a paramount / wbd merger would fold cbs, cnn, hbo, and warner bros. ip into ellison’s orbit. on september 27, i said enjoy the show on youtube after ellison buys wbd. on september 28, i said if paramount acquires wbd, tko would push to lock down a monopoly on combat sports. on december 6, i said paramount skydance was preparing a bid for wbd long before most people admitted the obvious. on february 19, i said paramount was always my bet to acquire warner bros. and on february 28, i said it in all caps: paramount is coming for wbd. aew will lose a tv deal. that is the part tony khan cannot answer directly, because the direct answer means admitting this was never “wwe is scared of us.” it was always the board closing. tony khan wants the story to be: why would wwe say this about us? that is the laundering operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a show with very little distribution answering a canned question about aew potentially having very little distribution. based on a planted story, from a planted messenger, with a rehearsed answer, after an roh show maybe 8-15k people watched. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the very thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is the most bubble wrapped, manufactured, artificial environment possible. a canned and rehearsed answer at an roh media scrum about a planted dave meltzer story based on my very real and very public analysis of the media rights board. but make no mistake. tony khan was responding to my words. tony khan just laundered them through dave meltzer and assigned them to wwe / tko so tony khan could keep lying about it publicly without ever saying my name. and now, voila. dave meltzer is posting about youtube viewers and prelims. Dave Meltzer — May 16, 2026 “At this moment there are 340,000 people watching prelims for Netflix on YouTube. It’s a good number.” yes, dave meltzer. youtube can have good numbers. nobody said youtube cannot have good numbers. that was never the issue. the issue is whether youtube is being used as a funnel into a premium rights ecosystem or as a substitute because the premium rights ecosystem rejected you. that is the difference. that has always been the difference. netflix using youtube prelims as audience acquisition is not the same thing as aew trying to spin youtube as a media rights home because the real buyers are gone. ufc using youtube as a funnel is not the same thing as aew using youtube as a life raft. wwe sending stars to aaa on youtube to convert a younger demo is not the same thing as aew retreating to youtube after the traditional buyer board closes. and the fact that dave meltzer is now suddenly tweeting like the mayor of youtube is the punchline. because the same people who mocked the youtube outcome are now going to spend the next several months explaining why youtube is actually good. of course it can be good. for the right use case. for the right property. inside the right architecture. with the right check attached. but when you spend two years telling everyone you were valued like raw and your next stop is “please subscribe and smash that bell,” maybe stop pretending this is victory formation? i told y’all where this was going. the record is right there. i’m still right. and tony and dave: you guys are see through translucent. that’s it for ye 🎤🎤🎤

Nick LoPiccolo

99,106 次观看 • 2 个月前

The “I never wanted any of this to be public or content” Myth I never wanted any of this to come out. Except I actually mean that. It’s embarrassing, it’s trashy, and it’s the opposite of how I want to present myself publicly. I stayed silent for months while lie after lie was spun about me behind the scenes because I didn’t want to air private, messy moments from a relationship I genuinely cared about. I stayed silent out of fear, because I was told no one would believe me because he would be blindly believed on his large platform. In one of our very last conversations before I blocked him everywhere mid-October, he threatened to do a show on me, contact my employer, and “turn me into the next Lindsey”. Why? Because I didn’t want to continue apologizing to him for the 300th time about venting to someone I thought was a friend. I stayed silent because of these threats. But after Wednesday, after Chelsea posted the private video Aidan gave her, (the same one he threatened me with directly back on 10/2), and after the gaslighting posts yesterday, I don’t have a choice anymore. So here is the timeline. Here are the receipts. Here is what actually happened. September-October 2025- I Stayed Silent Through Months of Smear Campaigns For months, several creators repeated the same false narrative that “Aidan never said a bad word about Meredith.” Jess. Glarer. Auntie Deb. Kim. Ray from Dallas. Others. Meanwhile, Aidan was: • Badmouthing me privately and encouraging others to do so publicly, • Texting Joe “Flipperhead” entire paragraphs trashing me, • Aidan knew Joe would leak them (and even bragged on a stream that he did exactly that so he’d leak them), • Sending Jess Machado after me for months on her large platform, • Directing people behind the scenes to paint me as a villain. • Sending random people who supported me DMs to change their mind (yes Aidan, not everyone is fooled by your bullshit and they came right to me). I ignored all of it. I said nothing. I stayed silent through daily lies because I didn’t want to call more attention to it or face Aidan’s wrath. November 2025 -The Rumors About “March 4”, Joe Flipperhead Flips to Team Aidan Aidan texted Joe his entire made-up version weeks ago. Joe circulated those texts on purpose. Joe threatened me with posting a video montage of mine and Aidan’s private texts. Joe is a pussy so he eventually had Kristy post it for him. Creators discussed it publicly without me ever responding. I STILL didn’t defend myself. November 26-27, 2025- Ratchet Chelsea: The Full 48 Hour Meltdown 11/26/25- The Unprovoked Attack & The March 4 Video On Tuesday night, Chelsea came out of nowhere and launched herself straight at me, accusing me of all kinds of conspiracies from harassment to the horrific crime of sending a friend request, which is explained in vivid detail in the below post (she’s since gone somewhat viral, love this for her!) She spent the next 24 hours thoroughly embarrassing herself and the moment anyone challenged her story even slightly, she did what she always does: she imploded. Her accusations spiraled into her posting the March 4 video. On 11/26/25 at 11:08 PM, Chelsea posted the first clip–a blanket, context-less snippet of me drunk saying something I immediately apologized for the next morning. At 11:50 PM, I responded because at that point, I had no choice. 11/27/25-The Gaslighting & 9-Minute Backpedal Then yesterday, Aidan tried to save face by posting that he “didn’t want the video to be public.” And like clockwork, nine minutes later, Chelsea came charging into the comments like a Temu-sponsored bat out of hell, scrambling to apologize, trying to rewrite reality so it looked like he didn’t send her to do it. It was panicked, sloppy damage control. An amateur quality cover-up attempt that only made it more obvious how coordinated this all was. She wasn’t apologizing because she grew a conscience. She was apologizing because she got caught doing exactly what she’d been primed to do. I wonder if Aidan called her “you should’ve waited at least 20 minutes, dumbass!!!”. Not too bright that Chelsea. I can only imagine the regrets he must have for utilizing someone with the IQ of a pencil to do his dirty work. The Coordination Between Aidan & Chelsea Is Obvious Chelsea had virtually NO followers Wednesday morning. Aidan was one of the first. We’re supposed to believe someone with 150k followers just stumbled on an account that starts posting HIS private messages and HIS private videos? Kk. Aidan commented on her posts that same day, clearly encouraging it. She confirmed in my DMs back on 11/6 that she and Aidan were aligned. And she literally wrote at 4:04 AM that she had “proof,” videos & screenshots she would release if I didn’t “stop calling” her, calls she still hasn’t produced a single shred of proof of. Then yesterday within 9 minutes of his post, she writes: “Sorry for going rogue, Aidan, I hope you don’t hate my guts.” Going rogue? From WHAT? Who gave you the material in the first place? The coordination is obvious to anyone with functioning brain cells. The “I never wanted this public” lie Aidan’s post yesterday claimed he “never wanted this to be public.” If this were true, why did he instruct Chelsea to post it? Why did he share it with Jess Machado to threaten me with for the last month? Why did he share it with Joe Flipperhead, and God knows who else? If he didn’t want it public, he wouldn’t have shared it with anyone, let alone the girl I caught him cheating with. The timeline is clear– Chelsea posted a video at 11:08 pm on Thanksgiving Eve, I responded at 11:50 out of self defense. He leaked first. He escalated first. He weaponized it first. Trying to rewrite that now is gaslighting, pure and simple. He's been lighting matches behind the scenes for months, praying for this to go public. The “Meredith accused him of abuse” narrative is FALSE My actions tell the truth: • I never went to police. • I never filed anything. • I never told anyone he hit me. • I never repeated it. • I apologized the next day. • We stayed together for FOUR more months after that night. • He called me 100+ times some days, even indicating he’d end his life if we broke up. If he believed I was “dangerous,” his actions would have said that. They didn’t. The only reason this is public now is because HE leaked it. Actions > drunk slurred words said because a camera was shoved in my face when I asked him repeatedly to stop filming and to leave. The Wilbur Theatre Rumors—Let’s get petty for a second. This is another topic I’m cringing at discussing but we can thank Aidan for since he shared our sexual messages with Joe Flipperhead. And since some people (Auntie Deb, sweetie, this means you) insist on pushing their Dollar Store fan-fiction about the Wilbur Theatre night, let’s actually walk through what happened, using facts instead of whatever drug-induced hallucinations you’ve been spinning this week. The rumor goes like this- I was “mad at Aidan because we didn’t hook up,” and to “prove” it, they trot out a cherry-picked text where I said I wanted to hook up, he didn’t answer, and the next morning I said I was drunk and sorry. And somehow this has been spun into me being desperate, obsessed, or pining like a background character in a teenage soap opera. Adorable. Wrong, but adorable. Here’s the real plot twist-Aidan and I had already been together literally two days earlier, and shocker-that was initiated by him, not me. I didn’t just “show up at the Wilbur”. He invited me to come to the after party at Encore knowing I had a wedding earlier in the night. I wanted to see my friends there who I actually met to go with. This wasn’t a surprise, it was planned ahead of time. The “I was drunk, sorry” message wasn’t heartbreak. It wasn’t longing. It was me politely tapping the brakes because I didn’t even want to entertain whatever bad path it could lead us back down. And then? He texted me asking about my brother’s wedding, how I am, etc. I ignored him for a full week. Until I had no choice but to speak to him about MereNeill. That silence, from me, is what triggered his latest meltdown. Not mine. His. So no, Auntie Deb, your version isn’t “a different perspective.” It’s just wrong. Like wildly, hilariously, not-even-in-the-ballpark wrong. But sure, keep spinning fanfic if it makes your livestreams feel more exciting. I realize it’s probably been awhile since you’ve had any action since you’ve let yourself go so badly, so you live vicariously through others. Recap For MONTHS I ignored: • the texts he sent Joe to leak • the smear campaign • the creators parroting lies • the behind-the-scenes messages • the insinuations I hacked him and even shared revenge porn • the constant coordinated attacks • the threats of “turning me into the next Lindsey” • his warning that everyone would believe him because of his platform • the threats to contact my employer I didn’t clap back, didn’t retaliate, didn’t respond. But Wednesday, when Chelsea dumped the video he gave her, the same video she threatened weeks ago to drop, AND he posted pretending he didn’t want this all out? That was the line. They chose the nuclear option. Now I’m responding with facts in pure self-defense. Conclusion/Message for Temu Storm This entire mess could have stayed private. I wanted it to stay private. But when someone leaks your private moments, lies about your intentions, weaponizes your past, and coordinates an online attack, you either let the false narrative stand or you defend yourself. I’m choosing to defend myself with receipts, not gossip. With timelines, not “he said.” With evidence, not weaponized drunk clips. And then there’s Aidan’s favorite delusion. The claim that I was ‘working with Karen behind the scenes’ or ‘conspiring with her to get him in trouble for the recording.’ That could not be further from the truth. I didn’t even know he had recorded her until after she already knew about it herself. I wasn’t working with her, plotting with her, or communicating with her about it. She and I have always been friendly, but we didn’t even discuss the recording until it started leaking and Joe Flipperhead went feral on Twitter. Meanwhile, Aidan spent weeks screaming at me, accusing me of being some kind of secret double agent, like he was trying to create the betrayal he was terrified of. Almost a self-fulfilling prophecy. And here’s the reality: in the last few weeks, after he’s gone fully scorched earth on me, I have talked to her, and I support her 100%. The things he’s done to her over the past couple years, and the way he twisted it all for his followers, is the exact same manipulation I lived through. I’m not going into her details because that’s her story to tell… but let’s just say I have a feeling you’ll be hearing it sooner rather than later. And since this week has apparently become “Let’s All Fixate on Meredith Week,” let me address the content-creator sideshow, too. Some of you are strangers, while some I actually considered my friends. It’s shocking but not shocking how quickly you all flip a switch and follow your captain’s orders. Ray from Dallas spent his Sunday foaming at the mouth in a hostile little video about me, all bark, no substance. I saw it. I’m not intimidated. Mostly, I’m embarrassed for you. And your family(ies) will feel the same when your ass is doxxed next week. Can’t wait to tAkE tHaT WaLk with you! Then there’s Will, who’s gone on multiple streams calling me “crazy” and pretending he’s scared of me, despite me being nothing but nice to him. Why? Because he thinks I was the first one to tell Karen he heard the recording, which he absolutely did (unless Aidan is lying about who he played it for, but we know he’s actually telling the truth on this for once). She was informed of it the very next day, which is why she called you and you know this. This was two full days before I was even aware of a call at all. Will, for someone with your track record, maybe sit the “women are dangerous” narrative out. You’re not fooling anyone. I’m staring at 15 pages of police reports and no, it’s not all “things you’ve owned up for in the past”. You know this. Again, I’d take a very large seat here. And then my personal favorite-ex-fake friend Auntie Deb, who decided to spice up his Spaces on Thanksgiving by accusing me of distributing revenge porn with zero evidence, zero screenshots, zero anything. A completely fabricated felony tossed around like it’s gossip hour at the bingo hall. Considering your own professional history, James, I’d hope you of all people would understand how catastrophic false accusations can be, but apparently not. It would be a shame if I were to share the real reason around your separation at the middle school and how you wanted to bring Turtlenoy into it. This is all based on the several witnesses I’ve spoken to. See how that works? You announce things as fact based on something someone told you. I wonder if you’ll have that same enthusiasm when the topic is you. TBD. I’ll wait for that retraction about revenge porn. Ball’s in your court hun. And of course, there’s Jessica Machado, who’s been grinding this axe for months like it’s her full-time personality. Hos long did you cry when Chelsea beat you to the punch with that video? Don’t worry hun, there’s more but she didn’t post it because it’s not great for your fairytale. If you thought the fall-out of Kate’s video was bad, Jessica…stay tuned. I may have been momentarily distracted dealing with the chaos from Temu Chelsea, but there’s an army of your victims out there that are eager and ready for your downfall. The false claim that I shared “revenge porn,” the conspiracy theories, the wild accusations you present as fact, all of it. The 10+ streams you’ve now defamed me on. You’ve been so obsessed with me for so long that you can’t even keep your own narratives straight anymore. I love this so much for you. Let me be crystal clear–I am done being all of your punching bag. You love to spin this narrative that I’m this dangerous person. You’d think you’d lay off from constantly f*cking with me if you truly believed that. I would genuinely love for this nonsense to stop. But that requires ALL of you to stop manufacturing drama, stop lying, and stop weaponizing made-up crimes for clicks. And if they want to keep going? I’ve got plenty of content for many seasons to come.

Meredith O

16,962 次观看 • 8 个月前

The “I never wanted any of this to be public or content” Lie, A Timeline I never wanted any of this to come out. Except I actually mean that. It’s embarrassing, it’s trashy, and it’s the opposite of how I want to present myself publicly. I stayed silent for months while lie after lie was spun about me behind the scenes because I didn’t want to air private, messy moments from a relationship I genuinely cared about. I stayed silent out of fear, because I was told no one would believe me because he would be blindly believed on his large platform. In one of our very last conversations before I blocked him everywhere mid-October, he threatened to do a show on me, contact my employer, and “turn me into the next Lindsey”. Why? Because I didn’t want to continue apologizing to him for the 300th time about venting to someone I thought was a friend. I stayed silent because of these threats. But after Wednesday, after Chelsea posted the private video Aidan gave her, (the same one he threatened me with directly back on 10/2), and after the gaslighting, I don’t have a choice anymore. So here is the timeline. Here are the receipts. Here is what actually happened. September-October 2025- I Stayed Silent Through Months of Smear Campaigns For months, several creators repeated the same false narrative that “Aidan never said a bad word about Meredith.” Jess. Glarer. Auntie Deb. Kim. Ray from Dallas. Others. Meanwhile, Aidan was: • Badmouthing me privately and encouraging others to do so publicly, • Texting Joe “Flipperhead” entire paragraphs trashing me, • Aidan knew Joe would leak them (and even bragged on a stream that he did exactly that so he’d leak them), • Sending Jess Machado after me for months on her large platform, • Directing people behind the scenes to paint me as a villain. • Sending random people who supported me DMs to change their mind (yes Aidan, not everyone is fooled by your bullshit and they came right to me). I ignored all of it. I said nothing. I stayed silent through daily lies because I didn’t want to call more attention to it or face Aidan’s wrath. November 2025 -The Rumors About “March 4” and Joe Flipperhead Flips to Team Aidan Aidan texted Joe his entire made-up version weeks ago. Joe circulated those texts on purpose. Joe threatened me with posting a video montage of mine and Aidan’s private texts. Joe is a pussy so he eventually had Kristy post it for him. Creators discussed it publicly without me ever responding. I STILL didn’t defend myself. November 26-27, 2025- Ratchet Chelsea: The Full 48 Hour Meltdown 11/26/25— The Unprovoked Attack & The March 4 Video On Tuesday night, Chelsea came out of nowhere and launched herself straight at me, accusing me of all kinds of conspiracies from harassment to the horrific crime of sending a friend request, which is explained in vivid detail in the below post (she’s since gone somewhat viral, love this for her!) She spent the next 24 hours thoroughly embarrassing herself and the moment anyone challenged her story even slightly, she did what she always does: she imploded. Her accusations spiraled into her posting the March 4 video. On 11/26/25 at 11:08 PM, Chelsea posted the first clip–a blanket, context-less snippet of me drunk saying something I immediately apologized for the next morning. At 11:50 PM, I responded because at that point, I had no choice. 11/27/25— The 9-Minute Backpedal Then on Thanksgiving, Aidan tried to save face by posting that he “didn’t want the video to be public.” And like clockwork, nine minutes later, Chelsea came charging into the comments like a Temu-sponsored bat out of hell, scrambling to apologize, trying to rewrite reality so it looked like he didn’t send her to do it. It was panicked, sloppy damage control. An amateur quality cover-up attempt that only made it more obvious how coordinated this all was. She wasn’t apologizing because she grew a conscience. She was apologizing because she got caught doing exactly what she’d been primed to do. I wonder if Aidan called her “you should’ve waited at least 20 minutes, dumbass!!!”. Not too bright that Chelsea. I can only imagine the regrets he must have for utilizing someone with the IQ of a pencil to do his dirty work. The Coordination Between Aidan & Chelsea Is Obvious Chelsea had virtually NO followers Wednesday morning. Aidan was one of the first. We’re supposed to believe someone with 150k followers just stumbled on an account that starts posting HIS private messages and HIS private videos? Kk. Aidan commented on her posts that same day, clearly encouraging it, continuing to this day, all while pretending he's not directing it. Kk. She confirmed in my DMs back on 11/6 that she and Aidan were aligned. And she literally wrote at 4:04 AM that she had “proof,” videos & screenshots she would release if I didn’t “stop calling” her, calls she still hasn’t produced a single shred of proof of. Then yesterday within 9 minutes of his post, she writes: “Sorry for going rogue, Aidan, I hope you don’t hate my guts.” Going rogue? From WHAT? Who gave you the material in the first place? The coordination is obvious to anyone with functioning brain cells. The “I never wanted this public” lie Aidan’s post yesterday claimed he “never wanted this to be public.” He’s been threatening me for months behind the scenes to post the infamous video. To do a show on me. To send things to others to weaponize against me. If this were true, why did he instruct Chelsea to post it? Why did he share it with Jess Machado to threaten me with for the last month? Why did he share it with Joe Flipperhead, and God knows who else? If he didn’t want it public, he wouldn’t have shared it with anyone, let alone the girl I caught him cheating with. The timeline is clear– Chelsea posted a video at 11:08 pm on Thanksgiving Eve, I responded at 11:50 out of self defense. He leaked first. He escalated first. He weaponized it first. Trying to rewrite that now is gaslighting, pure and simple. The “Meredith accused him of abuse” narrative is FALSE My actions tell the truth: • I never went to police. • I never filed anything. • I never told anyone he hit me. • I never repeated it. • I apologized the next day. • We stayed together for FOUR more months after that night. • He called me 100+ times some days, even indicating he’d end his life if we broke up. If he believed I was “dangerous,” his actions would have said that. They didn’t. The only reason this is public now is because HE leaked it. Actions > drunk slurred words said because a camera was shoved in my face when I asked him repeatedly to stop filming and to leave. The Wilbur Theatre Rumors—Let’s get petty for a second. This is another topic I’m cringing at discussing but we can thank Aidan for since he shared our sexual messages with Joe Flipperhead. And since some people (Auntie Deb, sweetie, this means you) insist on pushing their Dollar Store fan-fiction about the Wilbur Theatre night, let’s actually walk through what happened, using facts instead of whatever drug-induced hallucinations you’ve been spinning this week. The rumor goes like this- I was “mad at Aidan because we didn’t hook up,” and to “prove” it, they trot out a cherry-picked text where I said I wanted to hook up, he didn’t answer, and the next morning I said I was drunk and sorry. And somehow this has been spun into me being desperate, obsessed, or pining like a background character in a teenage soap opera. Adorable. Wrong, but adorable. Here’s the real plot twist-Aidan and I had already been together literally two days earlier, and shocker-that was initiated by him, not me. I didn’t just “show up at the Wilbur”. He invited me to come to the after party at Encore knowing I had a wedding earlier in the night. I wanted to see my friends there who I actually met to go with. This wasn’t a surprise, it was planned ahead of time. The “I was drunk, sorry” message wasn’t heartbreak. It wasn’t longing. It was me politely tapping the brakes because I didn’t even want to entertain whatever bad path it could lead us back down. And then? He texted me asking about my brother’s wedding, how I am, etc. I ignored him for a full week. Until I had no choice but to speak to him about MereNeill. That silence, from me, is what triggered his latest meltdown. Not mine. His. So no, Auntie Deb, your version isn’t “a different perspective.” It’s just wrong. Like wildly, hilariously, not-even-in-the-ballpark wrong. But sure, keep spinning fanfic if it makes your livestreams feel more exciting. I realize it’s probably been awhile since you’ve had any action since you’ve let yourself go so badly, so you live vicariously through others. Recap For MONTHS I ignored: • the texts he sent Joe to leak • the smear campaign • the creators parroting lies • the behind-the-scenes messages • the insinuations I hacked him and even shared revenge porn • the constant coordinated attacks • the threats of “turning me into the next Lindsey” • his warning that everyone would believe him because of his platform • the threats to contact my employer I didn’t clap back, didn’t retaliate, didn’t respond. But Wednesday, when Chelsea dumped the video he gave her, the same video she threatened weeks ago to drop, AND he posted pretending he didn’t want this all out? That was the line. They chose the nuclear option. And last night's gaslighting grift was just the icing on the cake. Now I’m responding with facts in pure self-defense. Conclusion/Message for Temu Storm This entire mess could have stayed private. I wanted it to stay private. But when someone leaks your private moments, lies about your intentions, weaponizes your past, and coordinates an online attack, you either let the false narrative stand or you defend yourself. I’m choosing to defend myself with receipts, not gossip. With timelines, not “he said.” With evidence, not weaponized drunk clips. And then there’s Aidan’s favorite delusion. The claim that I was ‘working with Karen behind the scenes’ or ‘conspiring with her to get him in trouble for the recording.’ That could not be further from the truth. I didn’t even know he had recorded her until after she already knew about it herself. I wasn’t working with her, plotting with her, or communicating with her about it. She and I have always been friendly, but we didn’t even discuss the recording until it started leaking and Joe Flipperhead went feral on Twitter. Meanwhile, Aidan spent weeks screaming at me, accusing me of being some kind of secret double agent, like he was trying to create the betrayal he was terrified of. Almost a self-fulfilling prophecy. And here’s the reality: in the last few weeks, after he’s gone fully scorched earth on me, I have talked to her, and I support her 100%. The things he’s done to her over the past couple years, and the way he twisted it all for his followers, is the exact same manipulation I lived through. I’m not going into her details because that’s her story to tell… but let’s just say I have a feeling you’ll be hearing it sooner rather than later. The lie that Aidan never wanted this to be public is just laughable at this point. Who are we kidding? He's been foaming at the mouth for months to make this content where he can play the victim, as usual. And since this week has apparently become “Let’s All Fixate on Meredith Week,” let me address the content-creator sideshow, too. Some of you are strangers, while some I actually considered my friends. It’s shocking but not shocking how quickly you all flip a switch and follow your captain’s orders. Ray from Dallas spent his Sunday foaming at the mouth in a hostile little video about me, all bark, no substance. I saw it. I’m not intimidated. Mostly, I’m embarrassed for you. Then there’s Will, who’s gone on multiple streams calling me “crazy” and pretending he’s scared of me, despite me being nothing but nice to him. Why? Because he thinks I was the first one to tell Karen he heard the recording, which he absolutely did (unless Aidan is lying about who he played it for, but we know he’s actually telling the truth on this for once). She was informed of it the very next day, which is why she called you and you know this. This was two full days before I was even aware of a call at all. Will, for someone with your track record, maybe sit the “women are dangerous” narrative out. You’re not fooling anyone. I’m staring at 15 pages of police reports and no, it’s not all “things you’ve owned up for in the past”. You know this. Again, I’d take a very large seat here. And my personal favorite-Auntie Deb, who decided to spice up his Spaces on Thanksgiving by accusing me of distributing revenge p*rn with zero evidence, zero screenshots, zero anything. Accusing me of killing a turtle yesterday. A completely fabricated felony tossed around like it’s gossip hour at the bingo hall. Considering your own professional history, James, I’d hope you of all people would understand how catastrophic false accusations can be, but apparently not. I wonder if you’ll have that same enthusiasm when the topic is you. TBD. I’ll wait for that retraction about revenge p*rn, animal abuse, etc. Ball’s in your court hun. And of course, there’s Jessica Machado, who’s been grinding this axe for months like it’s her full-time personality. Hos long did you cry when Chelsea beat you to the punch with that video? Don’t worry hun, there’s more but she didn’t post it because it’s not great for your fairytale. Since you reported my last post, I'll leave the rest up for your imagination. You’ve been so obsessed with me for so long that you can’t even keep your own narratives straight anymore. I love this so much for you. Let me be crystal clear–I am done being all of your punching bag. You love to spin this narrative that I’m this dangerous person. You’d think you’d lay off from constantly f*cking with me if you truly believed that. I would genuinely love for this nonsense to stop. But that requires ALL of you to stop manufacturing drama, stop lying, and stop weaponizing made-up crimes for clicks. And if they want to keep going? I’ve got plenty of content for many seasons to come.

The old M can’t come to the phone right now

45,160 次观看 • 8 个月前

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

Compounding Quality

620,965 次观看 • 2 年前

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

David Senra

205,292 次观看 • 11 个月前