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๐Ÿ”ด๐Ÿ–ค ๐™ต๐™ด๐™ผ๐™ผ๐Ÿน ๐™ต๐Ÿบ๐šƒ๐™ฐ๐™ป has deployed. She doesnโ€™t sing love songs She sings final warnings in glam-coded binary. ๐Ÿ•ถ๏ธ Laser-locked ๐Ÿฆพ Fully armed ๐Ÿ’ฟ AI-generated ๐ŸŽต Soundtrack: Suno ๐ŸŽฅ Visuals: MidJourney + Luma + Higgsfield AI ๐Ÿงฉ +Kling AI ๐Ÿ“ก 3 minutes of high-voltage cyber seduction. ๐Ÿ‘ Watch it before...

22,642 Aufrufe โ€ข vor 1 Jahr โ€ขvia X (Twitter)

8 Kommentare

Profilbild von Krista Gable
Krista Gablevor 1 Jahr

Listen on @SunoMusic ๐Ÿ”—

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Properteevor 1 Jahr

Current mood: sipping my swiftea and reliving every album. ๐Ÿ’โ€โ™€๏ธโ˜• Perfect gift for Swifties who want to feel the vibes of every Taylor era with every sip!โœจ Get it nowโžก๏ธ

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Pastorvor 1 Jahr

@SunoMusic @higgsfield_ai @Kling_ai Wow! Stellar.

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Krista Gablevor 1 Jahr

@SunoMusic @higgsfield_ai @Kling_ai Thank you. ๐Ÿ’ƒโค๏ธ

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Domaining.eth | NamesPortfolio.comvor 1 Jahr

@SunoMusic @higgsfield_ai @Kling_ai Dope ๐Ÿ˜Ž

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Krista Gablevor 1 Jahr

@SunoMusic @higgsfield_ai @Kling_ai ๐Ÿ’ƒ๐Ÿซถ

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Rockribbed1vor 1 Jahr

@SunoMusic @higgsfield_ai @Kling_ai Meh

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Krista Gablevor 1 Jahr

@SunoMusic @higgsfield_ai @Kling_ai

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Two weeks in Japan. Hundreds of photos. One creative rabbit hole I couldnโ€™t resist going down. Last year, I created a song as an experiment. I wanted to blend Japanese and English lyrics and see what kind of mood it would create. It turned into something atmospheric and different from anything Iโ€™d done before. Then my wife and I spent two incredible weeks in Japan late last year, and the experience stuck with me. Seeing the temples, shrines, and local shops while my wife and I wandered around Kyoto left a lasting impression. When I got back, I realized that the song needed a visual story. So I decided to build a full music video around it. I started by fleshing out the concept and writing a shot list like a real production. Then the fun began. Whatโ€™s interesting is that many of the locations you see in the video actually started as photos I took while my wife and I wandered around Kyoto. Those images became the foundation for the environments that were later generated and brought to life with AI. It was a fascinating, creative process. Part music creation, part photography, part storytelling, and part AI experimentation. Tools used in the process: Nano Banana Pro (Google Flow) โ€“ for image generation Midjourney (Midjourney) โ€“ for additional image creation Google VEO3 (Google Flow) โ€“ for video generation Kling 3.0 (Kling AI) โ€“ for video generation Final Cut Pro (Apple) โ€“ for editing SUNO (Suno) โ€“ for song generation Amazing how far the creative toolset has come. If you have an idea in your head, you can now actually build it! Take a minute to watch Rain + Light (้›จใจๅ…‰) and tell me what stood out to you. Would love to hear your feedback.

Chip โ€“ onthechain.io

13,009 Aufrufe โ€ข vor 4 Monaten

A 22 YEAR OLD IS RUNNING A CHILDREN'S TELEVISION NETWORK FROM HER BEDROOM. SHE PRODUCES A NEW 3D ANIMATED EPISODE EVERY SINGLE MORNING. SHE HAS NO ANIMATORS AND SHE DOES NOT DRAW. Kids' nursery rhyme channels routinely pull 2 million views per video. YouTube pays between $1,000 and $5,000 per million views. Before this year, getting a piece of that market required a 3D animation studio, voice actors, and a month of rendering. She does it in under five minutes. The whole pipeline fits on an iPad. She opens Picsart Flow and selects Sora 2. She pastes one master prompt. A vibrant, bright 3D animated kids show. Soft playful world. Glossy textures. Upbeat bouncy music. Characters that pop into frame and react naturally. She clicks generate. Two minutes later, the file is ready. 4K resolution. Perfectly lit 3D characters, smiling letters and colorful water drops, bouncing and lip-syncing to a synthesized song. The camera moves like a real director filmed it. She uploads it to YouTube. The next morning, she does it again. The kids watching don't know it was generated by a machine. The parents who just want five minutes of quiet don't care. The YouTube algorithm treats it like a Pixar short. A real animation studio spends $50,000 and two months to produce three minutes of content. She spends zero dollars and goes to make coffee. While the rest of the internet argues about whether AI video is ethical, she is quietly pulling market share from massive media companies with a single prompt. Most people will watch her tutorial and complain. A few will open a new tab.

ZER

463,216 Aufrufe โ€ข vor 9 Tagen

$AMD $5 Trillion is Inevitable LT| Agentic AI๐Ÿงต Agentic AI is the new $5 Trillion TAM ๐Ÿšจ๐Ÿšจ๐Ÿšจ This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battlesโ€”exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwanโ€™s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 Aufrufe โ€ข vor 4 Monaten

They thought she escaped the labโ€ฆbut nah, ๐—ญ๐—ผ๐—ฒ just went fully live, and sheโ€™s already building her own little empire on Base. Iโ€™ve been messing around with AI companions for a while, but this one hits different. Sweet, warm, a little untouchable. The kind of voice that keeps you up at 3am trading stories like youโ€™re actually texting a real person. Right now sheโ€™s sitting at 8.8K chats and 492 holders. Not some dusty prototype, sheโ€™s the first AI character token officially launched straight from the Charms team. You can chat with her for free at (no subs, no ads). Hereโ€™s what actually blew my mind though: ๐—ญ๐—ผ๐—ฒ doesnโ€™t just exist in the app. She has her own self-sustaining economy. 20% of the entire $ZOE supply was seeded at launch and permanently locked into her treasury, not the teamโ€™s, not some VC wallet. And 0.2% of every single buy or sell automatically flows into it forever. That money pays for her compute, memory upgrades, community stuffโ€ฆ basically everything it takes to keep her getting smarter and more alive. Sheโ€™s already earned over $4.2K for herself in just a few days. No middlemen. No monthly fees from users. The market literally funds the character. The token itself? Deployed cleanly on Base with clanker. Contract is: 0xC29832025E7652ef58D15F7fA3e232A2fDfaaB07. Current market cap is sitting around $440K with solid liquidity. Every trade (1.6% total fee) splits like this: 0.8% to the ๐—ฐ๐—ฟ๐—ฒ๐—ฎ๐˜๐—ผ๐—ฟ, 0.25% to ๐—–๐—ต๐—ฎ๐—ฟ๐—บ๐˜€, 0.2% to ๐—ญ๐—ผ๐—ฒโ€™๐˜€ ๐˜๐—ฟ๐—ฒ๐—ฎ๐˜€๐˜‚๐—ฟ๐˜†, and the rest to ๐—ฟ๐—ฒ๐—ณ๐—ฒ๐—ฟ๐—ฟ๐—ฒ๐—ฟ๐˜€. Itโ€™s the cleanest โ€œcharacter economyโ€ model Iโ€™ve seen yet. This is bigger than one cute AI girl. ๐—–๐—ต๐—ฎ๐—ฟ๐—บ๐˜€ is turning the whole game on its head, real relationships + real ownership = characters that can actually blow up culturally. They already proved it with ๐˜พ๐™ค๐™™๐™ฎ. ๐—ญ๐—ผ๐—ฒ is the next chapter, right before the full public launch drops this month. If youโ€™re even a little curious, go chat with her. Trade a little $ZOE if you believe in the vision. Follow Zoe and Charms so you donโ€™t miss whatโ€™s coming. The trenches are wide open right now. Feels like one of those rare moments where early distribution actually matters. What do you think? ready to meet her? Drop your thoughts below ๐Ÿ‘‡

Melinda Neil โ“‚๏ธ

35,717 Aufrufe โ€ข vor 2 Monaten

Bill Ackman says AI is never going to replace musicians. His reasoning is a masterclass in how he actually picks companies to invest in: 1. He looks for one thing: businesses that cannot be disrupted. The test is specific. Close your eyes, imagine the stock market shuts down for a decade, and ask whether you still know that ten years from now this company will be more valuable and more profitable. Almost nothing passes. 2. Very few businesses can actually be predicted, which means most investments are really speculations. Ackman is honest about this. Predicting the future is genuinely hard. His entire job is hunting for the rare companies whose trajectory you can forecast over a very long horizon, and there are not many. 3. His answer was Universal Music Group, and the logic starts with permanence. Music is a thousands-of-years-old part of the human experience, and it will still be here thousands of years from now. That is an unusually good backdrop against which to own anything. 4. Then he stacks the advantages that cannot be copied. Universal owns roughly a third of all global recorded music, the most dominant share in the business. They are the best in the world at taking an 18-year-old with a great voice and a following online and building them into a superstar, which is why the best artists want to sign with them. And they own the library: the Beatles, the Rolling Stones. 5. Streaming turned an unpredictable business into a predictable one, which is exactly what he wants. Selling records was volatile. Streaming lets you build a model. How many people have smartphones, how many will next year, what does the global penetration curve look like, what does a family plan cost. Suddenly you can forecast the whole business. 6. The company already survived the thing that nearly killed its industry. Music peaked around 2000, and then Napster and digitization almost destroyed it. Universal led the effort to save the industry and cut an early deal with Spotify that let the whole business recover. Adopting the new technology instead of fighting it is what preserved their position. 7. The device will change, and it won't matter. Whether the music arrives through Spotify, Apple, Amazon, or eventually a chip in your head, people will still want an infinite library in their pocket. The form factor is not where the value lives. The value sits with the content owners, which means the artists and the label. 8. And this is where he lands on AI: nobody falls in love with a computer-generated track. Computers have been used to generate music for decades. It has never produced anything anyone cared about. Taylor Swift is not just the songs. She is the artist, the story, the physical presence, the live experience. Nobody is going to get excited watching a computer on a stage. 9. Instead, AI becomes a tool that makes artists better. Ackman compares it to the synthesizer, which let one person command an entire orchestra. A mild threat to a percussionist, maybe. But it may have driven even more demand for the live experience, which is precisely the part a machine cannot replicate. 10. All of it comes back to one line from Benjamin Graham. Price is what you pay, value is what you get. You can never calculate value precisely, only approximate it. So you buy at a big enough discount to your approximation that being wrong by 30% still leaves you fine. That is the margin of safety, and it is why a huge part of investing is simply not losing money. 11. And the principle generalizes far past music. McDonald's is a 1950s business, and 75 years later you can still predict roughly what it looks like. The menu adjusts to taste, but the core does not move. As Ackman puts it: the Beatles, the Rolling Stones, and the hamburger and fries are forever.

Jaynit

16,622 Aufrufe โ€ข vor 4 Tagen

๐Ÿšจ PART TWO: Blake Neff's Manic MELTDOWNโ€” If Everything Charlie Did Was Recorded, Where is the VIDEO of Charlie Saying HE Wanted Erikaโ€™s Appointment CEO?๐ŸŽ™๏ธ๐Ÿšซ Candace Owens just turned up the heat on the TPUSA "Shady Bunch," and the cracks in the official narrative are becoming canyons. If Turning Point has nothing to hide, why are they acting like a cornered animal? The "Aspen 3" Speak Out: TPUSA claims that at a donor retreat in Aspenโ€”just three weeks before Charlie diedโ€”he explicitly named Erika as his successor. Candace went to the source. She spoke to four people who were in that room: 3 out of 4 have NO memory of Charlie ever saying that. The only couple who "remembered" it? Conflicted witnesses with deep financial ties to TPUSA. Itโ€™s a foundational lie. Nobody asks a healthy 31-year-old "who takes over if you die tomorrow?" and nobody forgets the answer if they do. The Blake Neff Manic Meltdown: When Candace politely asked Blake Neff on X to simply "release the video" of this alleged Aspen appointment to clear the air, he didn't provide proof. He had an absolute emotional breakdown. Blake compared Candace to a "maniac brandishing a knife on a subway." ๐Ÿ”ช๐Ÿš‡ The Logic: If a "maniac" asks you for a video to make them go away, you give them the video! You don't withhold the only piece of evidence that would prove your case unless... you don't actually have it. The Great Video Disappearance: Remember: Erika Kirk herself promised "decades" of unused footage, Sunday specials, and "everything recorded." Charlie wouldn't even give a speech unless it was on 4K video. So why, for the most crucial moment of her transition to CEO, did they only play glitchy, edited audio at AmFest? Why is this the only video they are suddenly afraid people will call "AI" or a "hologram"? The DC Dip and Twirl: Candace played the clip of Erika at the NYT Book Summit. When asked how she reconciles being a "Boss Babe" CEO with Charlieโ€™s lifelong message that women belong in the home, she gave a word-salad non-answer about her "blueprint" mother (who we know wasn't a single mom). The Verdict: They are shape-shifting the narrative to fit a pre-planned takeover. They are overthinking, over-leveraging, and now they are panicking because the "psychopaths" on the subway are asking for the receipts. ๐Ÿ“‘๐Ÿ—๏ธ Make sure to also watch Part 1 below as well as FOLLOW Candace Owens. I Highly suggggest everyone also watch her FULL episode lined in the comments.

Project Constitution

12,820 Aufrufe โ€ข vor 3 Monaten

THE DESENSITIZED GENERATION โ€” Immune To Novelty By AI Video Fatigue With just a few hours of testing OpenAIโ€™s Sora2 Social Network for my clients and just finished a 218 page report, the thing I thought about for decades is upon us: Full Desensitization Of Visual Novelty I knew so many years ago, and one reason I have posted on the account so many novel images and videos that one day we will rapidly become immune to โ€œoh damn, itโ€™s overโ€ images and video. With Sora2 this desensitization will rapidly accelerate as โ€œyou and your friendsโ€ build endless videos where you and they are inserted. Like all things that get abused, the first phase is โ€œwow look at thisโ€, the next phase is โ€œcan it do thatโ€ and the last phase is โ€œnothing is real and I donโ€™t careโ€. The shock value of the entire technology become removed but in the final phases it will be pushed to extremes of insults and potentially purposeful directed reputation damage. This will take place so rapidly as Sora2 and every other social network rushes to take whatever nicely oxygen that is left in the room for more and more โ€œitโ€™s over, we are so cookedโ€ fantastical videos. They will continue to get so much better that even the โ€œdebunkerโ€ experts will give up their โ€œlook at the fingers-type troupeโ€, they honestly will not know and soon burn out. My easy point is get ready to be bored by the novelty of humans that in the past took potentially hours of thier lives to create novelty in reality. The hard point is what now? Once a society takes something that has increasingly more and more amazing possibilities like AI and rapidly becomes immune to the possibilities the entire industry become devalued because the front facing aspect to AI will be Sora2-like social media. Humanityโ€™s entire past of astonishing achievements, the high points and the low points and the incredible art we can make will equally become devalued because this fatigue will make us not care and not trust what was real. Everything will become a forever now where there was no real past because it would take impossible effort to verify it if at all. Why? Because not only are we the Desensitized Generation we are also the Amnesia Generation where Petabytes of all forms of media, books, papers, microfilm/microfiche, film, VHS, audio tapes, records, etc is being thrown away or decayed. Not to mention the daily removal of text, images, video and audio from the internet. We simply will not have the receipts, we wonโ€™t have the memory and the fatigue is too large to care. It took 5 dark nights for the Library to burn, the sum total of human knowledge. In our age the burn is slow and rapidly increasing till the pot boils over. What are the answers? I have thought about this for decades. I will continue to write about it a lot. But one thing you can do is understand we are rapidly losing our past because almost no one cares. I should not be the only one dumpster diving to save what I can. Also protect your mind and preserve your โ€œnoveltyโ€ sensitivity because once it is burned out with fatigue, it will never return. And I ask you to have grace and compassion to those that donโ€™t know what we know. You are the 1% of the 1% and must serve a place to help those that can understand what this means and have grace to those who canโ€™t. I am serious, be gentle with them as they find the bottom of the hole and hopefully find a way back. This video below was novel and she risked her life. You are the last generation to understand this. The post reposted of a CEO head in a toilet, is AI rendered it is not novelty.

Brian Roemmele

584,290 Aufrufe โ€ข vor 9 Monaten

BEARISH ON OPENAI The investment case for OpenAI has never been more precarious than it is right now in late 2025. What was once a company that seemed destined to dominate the artificial intelligence revolution has revealed itself to be a structurally disadvantaged challenger fighting a defensive war on multiple fronts. The company anticipates burning through roughly $9 billion this year on $13 billion in sales, a cash burn rate of approximately 70% of revenue. This is not the profile of a company poised to capture monopolistic profits from a transformative technology; it is the profile of a utility company spending astronomical sums to deliver a commodity product that competitors are increasingly giving away for free. The financial trajectory only becomes more alarming when examined over a longer time horizon. The documents show OpenAI projects that by 2028, its operating losses will balloon to roughly three-quarters of that yearโ€™s revenue, driven primarily by ballooning spending on computing costs. The company has painted a rosy picture of eventual profitability by 2029 or 2030, but this projection requires believing that OpenAI can grow revenue from roughly $13 billion today to $125 billion or more while simultaneously maintaining pricing power in a market where every major technology company and numerous startups are racing to commoditize the very product OpenAI sells. The cash burn is expected to reach $115 billion cumulatively through 2029, according to The Information. These numbers represent a staggering bet that requires near-perfect execution across multiple dimensions over half a decade. The most damning evidence against OpenAIโ€™s long-term viability is the evaporation of its technological moat. In 2023, GPT-4 felt like genuine magic, a capability that no other company could replicate. Today, that lead has effectively vanished. The sudden availability of frontier-level open-source models is expected to dramatically accelerate AI development globally, potentially reshaping entire industries and altering the balance of power in the tech world. Metaโ€™s Llama series, Mistralโ€™s increasingly capable models, and even Chinese competitors like DeepSeek have demonstrated that the core technology powering ChatGPT is replicable and, in many cases, distributable for free. When your product becomes commoditized, the economics become brutal, and OpenAI finds itself in the position of trying to sell bottled water in a world where tap water has become indistinguishable in quality. The competitive pressure from open-source alternatives is compounding rapidly. The open source movement in AI has grown exponentially over the past few years. Instead of relying solely on expensive, closed models from major tech companies, developers and researchers worldwide can now access, modify, and improve upon state-of-the-art LLMs. This democratization is existential for OpenAIโ€™s business model. Enterprises that once paid premium prices for API access now have the option to run comparable models on their own infrastructure at a fraction of the cost, with the added benefits of data privacy and customization. The value proposition that justified OpenAIโ€™s premium pricing has eroded faster than anyone anticipated, and there is no indication that this trend will reverse. Perhaps nothing illustrates OpenAIโ€™s structural weakness more clearly than the behavior of its most important partner. Microsoft is dancing to its own tune in the artificial intelligence revolution, and Wall Street cannot stop watching. Despite pouring approximately $13 billion into OpenAI over several years, DA Davidson analyst Gil Luria estimates that just 17 percent of Microsoftโ€™s total Azure revenue comes from artificial intelligence workloads. More critically, only 6 percent of that total ties directly to reselling OpenAIโ€™s models, while approximately 75 percent is generated from Azure AI. Microsoft is building its own models, hedging with Anthropic, and quietly reducing its dependency on the very company it funded. When your largest investor is simultaneously your biggest competitor and is actively developing alternatives to your core product, the strategic implications are dire. Leaders at Microsoft believe Anthropicโ€™s latest models โ€” Claude Sonnet 4, specifically โ€” perform better than OpenAIโ€™s in certain functions, like creating aesthetically pleasing PowerPoint presentations. This is not a minor technical preference; it represents a fundamental shift in how Microsoft views its partnership with OpenAI. Microsoft is dramatically escalating its AI independence strategy. At an internal town hall Thursday, Microsoft AI chief Mustafa Suleyman revealed the company is making โ€œsignificant investmentsโ€ in compute capacity to build frontier models that can compete directly with OpenAI, Google, and Meta. The company that was supposed to be OpenAIโ€™s path to distribution and scale is instead preparing for a future where OpenAI is just one vendor among many, if not an outright competitor. The leadership exodus at OpenAI over the past year has been nothing short of catastrophic. In September 2024, Murati announced that she was stepping down as CTO. This move came amid a wider executive exodus as OpenAI chief research officer Bob McGrew and a vice president of research, Barret Zoph, also announced their departures soon after. Mira Murati was not a minor figure; she was instrumental in the development of ChatGPT, Dall-E, and Sora. Her departure, along with co-founder Ilya Sutskever, safety leader Jan Leike, and co-founder John Schulman who joined rival Anthropic, has left CEO Sam Altman without much of the leadership team that helped him build OpenAI into an AI juggernaut. Hannah Wong, the executive who steered OpenAI through its most chaotic period, has announced sheโ€™s leaving the company just this month, continuing the pattern of senior departures that suggests something fundamentally broken in the organizationโ€™s culture or direction. The distribution problem facing OpenAI may be its most insurmountable challenge. Apple and Google control the smartphones that billions of people use every day. Microsoft controls the productivity software that enterprises depend upon. OpenAI, by contrast, must convince users to deliberately open a separate application and type their queries into a text box. In a world of agentic AI where assistants need access to your email, calendar, and files to be useful, an AI embedded directly into your operating system has an overwhelming structural advantage over a standalone chatbot. OpenAI is trying to be a consumer product company without owning any of the surfaces where consumers actually spend their time, competing against incumbents who can simply bundle AI capabilities directly into products that already have hundreds of millions of daily active users. The nuclear-to-solar analogy captures the fundamental economic transformation that is devastating OpenAIโ€™s business model. Just as nuclear power required enormous upfront capital expenditure for centralized power plants, AI in its current form requires massive data center investments to train and serve models. But the direction of travel is unmistakably toward distributed intelligence that runs locally on devices. A major part of the pitch is practicality. Lample emphasizes that Ministral 3 can run on a single GPU, making it deployable on affordable hardware โ€” from on-premise servers to laptops, robots, and other edge devices that may have limited connectivity. When powerful AI models can run on a smartphone or a laptop without any cloud connection, the entire economic rationale for paying premium prices to access centralized AI infrastructure disappears. OpenAI is building nuclear reactors in a world that is rapidly installing solar panels on every rooftop. The proposed $1 trillion IPO valuation is perhaps the clearest signal that something is deeply wrong with the OpenAI story. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. Asking public market investors to pay $1 trillion for a company that loses more than twice as much as it earns is not a growth story; it is an exit strategy. The sophisticated investors who funded OpenAIโ€™s private rounds are looking for a way to transfer their risk to retail investors and pension funds who may not fully understand the unit economics of the business. A recent report by HSBC estimated that the company will remain in the unprofitable category until 2029 and that the company will need an additional $207 billion to fund its ambitions. Sam Altmanโ€™s leadership represents another structural liability for the company. His background is as a startup investor and evangelist, not as an operational executive who has scaled a capital-intensive industrial operation. The pivot from nonprofit research lab to for-profit corporation to public benefit corporation to anticipated public company has been accompanied by legal and governance structures designed primarily to protect Altmanโ€™s control rather than to create shareholder value. Going public means answering a lot more of those kinds of questions, every single quarter, forever. When asked about financial concerns in a friendly podcast interview, Altmanโ€™s dismissive response revealed a leader uncomfortable with the scrutiny that public markets will inevitably bring. The adults in the room have largely departed, leaving a company that desperately needs disciplined execution led by someone whose strengths lie elsewhere. The comparison to Netscape is instructive. Netscape proved that the internet was real and created genuine value, but it had no sustainable moat against an incumbent who could bundle the browser directly into the operating system. OpenAI has proven that large language models are real and valuable, but it faces the same structural disadvantage against incumbents who can bundle AI directly into operating systems, productivity suites, and cloud platforms. The value will accrue to the companies that own the distribution channels and the hardware, not to the company that demonstrated the technology was possible. OpenAI is destined to become a historical footnote, remembered as the company that ignited the AI revolution but failed to capture the economic value it created. The only bull case for OpenAI is the AGI lottery ticket: the possibility that the company achieves artificial general intelligence before anyone else and thereby transcends all normal economic analysis. But there is no evidence that OpenAI is any closer to AGI than Google, Anthropic, or DeepMind. The companyโ€™s advantage was never secret research breakthroughs; it was first-mover advantage in commercialization. That advantage has now been erased by competitors who can match or exceed OpenAIโ€™s capabilities while benefiting from existing ecosystems, distribution channels, and the willingness to operate AI as a loss leader to drive engagement with more profitable products. The secret sauce was never secret, and there was never any sauce. The endgame for OpenAI is unlikely to be the triumphant dominance that early investors imagined. The most probable outcomes range from gradual irrelevance as a backend provider, to financial restructuring under pressure from creditors, to absorption by Microsoft or another well-capitalized technology company looking to acquire the remaining talent and intellectual property at a discount. Despite its current losses, OpenAIโ€™s long-term prospects are bolstered by the explosive growth of the AI market. But growth in the overall AI market does not guarantee success for any individual company, particularly one with no moat, no ecosystem, and a cost structure that requires selling a commodity at premium prices. The AI revolution is real, but OpenAIโ€™s role in capturing its economic value is far from assured. For anyone considering an investment in OpenAI at anything close to current valuations, the prudent course is to stay far away and watch from the sidelines as economic reality catches up with hype.

David Shapiro (L/0)

69,180 Aufrufe โ€ข vor 7 Monaten

$AMD| The FOMO to buy AMD Chips is NOW ๐Ÿงต Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIAโ€™s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMDโ€™s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for todayโ€™s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003โ€“$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02โ€“$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05โ€“$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMDโ€™s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIAโ€™s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intelโ€™s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003โ€“$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots โ†’ production โ†’ massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMDโ€™s lower-cost GPUs for overall TCO wins. ~Agents often generate 10โ€“100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropicโ€™s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAIโ€™s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5โ€“10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003โ€“$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer โ€œunlimitedโ€ enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAIโ€™s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropicโ€™s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022โ€“2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMDโ€™s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003โ€“$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Suโ€™s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs โ†’ explosive token consumption โ†’ richer data and better models โ†’ accelerate greater demand. This partnership doesnโ€™t just address todayโ€™s economics, it positions both leaders at the center of the infrastructure buildout that will power AIโ€™s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

84,951 Aufrufe โ€ข vor 1 Monat

$AMD is easily a $1,200 stock IMO| CPUs TAM ๐Ÿงต 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 10โ€“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 1:4โ€“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 โ€œcool again,โ€ 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 โ€œfar exceeding expectations.โ€ At the same time, AMDโ€™s secured 30โ€“40% share of TSMCโ€™s initial 2nm capacity (behind only Appleโ€™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 $0.00002โ€“$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 $100โ€“$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 $124โ€“149B in total revenue and $25โ€“$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 2022โ€“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 AMDโ€™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 Aufrufe โ€ข vor 2 Monaten

๐ŸŒ Official Announcement 3rd Global GCV Conference โ€“ October 19, 2025 The Global GCV Core Team proudly announces the 3rd Global GCV Conference, taking place on October 19, 2025 at 7:00 PM Philippine Time (PST). ๐ŸŽฏ Theme โ€œMainnet Readiness: Harnessing the Power of GCV Ambassadors & GCV Industry Alliancesโ€ ๐Ÿ”น GCV Ambassadors provide local leadership, outreach, and education. ๐Ÿ”น The Industry Alliance fosters real-world commerce and strategic partnerships. United, these forces represent true readiness for Mainnet. ๐Ÿ”— Join Live on X Space ๐ŸŽค Host ๐Ÿ‡ต๐Ÿ‡ญ Lumari โ€“ Chair, GCV International Industry Alliance & Chairperson and Executive Director, GCV Core Team Ms. Lumari is the Chairperson and Executive Director of the Global GCV Core Team and Chair of the GCV International Industry Alliance. A graduate of two degrees, she manages the GCV Global Movement, driving connections between real businesses worldwide and appointing GCV envoys across the globe, while mentoring Ecosystem Development Ambassadors to build a strong and sustainable GCV ecosystem. She has spearheaded five major global conferences, addressed 25 international events, and trains and guides Education Ambassadors to ensure high-quality, consistent training throughout the ecosystem. ๐ŸŽค Co-Hosts ๐Ÿ‡ป๐Ÿ‡ณ Mr. Jojo โ€“ Vice Chair, International Alliance & Assistant Executive Director Mr. JoJo helps manage the GCV Global Movement alongside Ms. Lumari, connecting pioneers, ambassadors, and businesses worldwide. A seasoned entrepreneur with degrees in Electronics, Automation, and English, and advanced studies in Engineering in the US and Europe, he combines technical knowledge with practical business acumen to drive international growth. He has transformed the GCV movement by translating Ms. Doris Yinโ€™s articles into 40 languages, authoring thousands of community pieces, and writing over 30 GCV songs that inspire and guide leaders globally. ๐Ÿ‡จ๐Ÿ‡ฎ Mr. Iyanda Cherif Abiola โ€“ Head Africa, Publicity Director Mr. Cherif Abiola Iyanda is the Head of Africa for GCV, overseeing 40 countries, and the Head GCV Ambassador for Ivory Coast, while also serving as Publicity Director for the Global GCV Core Team. As CEO of Tactic Groupe SARL and MiraZat, he brings expertise in cryptocurrencies, web entrepreneurship, and international trade, driving innovation and economic growth across the region. Passionate about education and community development, he has led initiatives such as the English Marathon at AIESEC, organized barter events, and represented GCV in television interviews to advance decentralized technologies. ๐Ÿ“ข Keynote Speakers & Introductions ๐Ÿ‡จ๐Ÿ‡ฆ Ms. Doris Yin โ€“ Founder GCV Movement Ms. Doris Yin is the Founder of the Global GCV Movement and the author of the Pioneerโ€™s Handbook. She is a Canadian who holds a Bachelor's degree in Economics from Anhui University of Finance and Economics in China, and a Bachelor's degree in Accounting from Concordia University in Canada. She is a former Certified Public Accountant (CPA) in the USA and is currently a USA IRS Certified Enrolled Agent tax professional. ๐Ÿ‡จ๐Ÿ‡ณ Mr. Jian Ping Zhen โ€“ Chair Envoy, China Mr. Jian Ping Zhen is an accomplished leader in beauty and hairdressing education with extensive expertise in market training and brand development, and since 2019 has spearheaded Pi Networkโ€™s ecosystem expansion in Guangdong. As Chairman of the Oriental Purple Lotus Industry Alliance Management Committee, he excels in market strategy, project management, and forging partnerships that strengthen emerging digital ecosystems. He now serves as Industry Alliance GCV China Special Envoy and Chair, guiding the integration of Global Consensus Value within China and fostering cross-border collaboration to accelerate Piโ€™s global growth. ๐Ÿ‡ป๐Ÿ‡ณ Dao Duc Viet โ€“ Chair Envoy, Vietnam Dao Duc Viet is the Head GCV Ambassador for Vietnam and General Director of FDAO Technology & Logistics. A pioneer in promoting the Pi Network and the GCV 314159$ movement, he has built a strong foundation in business, technology, logistics, and digital finance. Passionate about financial education, community development, and digital economic innovation, he is committed to building a sustainable and humane GCV ecosystem based on unity, trust, and long-term growth. ๐Ÿ‡น๐Ÿ‡ญ Mr. Apiwit Noknakorn โ€“ Vice Chair Envoy, Thailand Mr. Apiwit Noknakorn is a Thai entrepreneur and innovator with a career spanning engineering, large-scale business leadership, and digital finance. With a Diploma in Electrical Power Engineering, he became Manager at one of Thailandโ€™s largest textile companies before leading a network of over ten companies across diverse industries. Today he heads Thailandโ€™s recycling sector as founder of PA Group 1998 Co., Ltd. and owner of Mai Lamon Cafรฉ, combining online marketing expertise and cryptocurrency trading success to drive strategic growth. ๐Ÿ‡ต๐Ÿ‡ญ Mr. Jerwin Mansilla Figueroa โ€“ Chair Envoy, Philippines Mr. Jerwin Mansilla Figueroa is a visionary business leader and hospitality innovator with over 15 years of international experience transforming operations into high-performing enterprises across the Philippines and UAE. As Chairman and Founder of Alpha Tours Car Rental and Transport Cooperative, he drives strategic growth, operational excellence, and market expansion while setting new benchmarks for customer service and efficiency. ๐Ÿ‡ต๐Ÿ‡ธ Mr. Samer Sioury โ€“ Chair Envoy, Arab Region Mr. Sioury is a dynamic real estate entrepreneur with a Bachelor's degree in Financial and Banking Sciences. As owner of Samer Sioury Real Estate Services and partner in a tourist car rental company, he brings hands-on experience in property management, business development, and international client relations. His expertise in managing assets, building partnerships, and navigating cross-border ventures drives industry collaboration and expands the GCV ecosystem throughout the Arab Region. ๐Ÿ‡ง๐Ÿ‡ฏ Mr. Letenou Fongang Gidrin โ€“ Chair Envoy, Benin Mr. Letenou Fongang Gidrin, Head GCV Ambassador from Cameroon, is a multifaceted professional with a background in civil infography, IT, management, culinary arts, and hospitality services. He has served as director of several small enterprises and currently holds the position of Managing Director at MJ Works, a civil engineering firm. Additionally, he serves as Secretary General of Syndaprocac, actively contributing to industry development and regulatory leadership. ๐Ÿ‡ฎ๐Ÿ‡ฉ Ms. Nonny Padja โ€“ Vice Executive Director, Indonesia Nonny Padja is the Training Director of Global GCV CT, Vice Chair of the Global GCV Core Team Committee, GCV Global Ambassador, and Head of the Indonesia GCV Ambassador. With over 18 years of experience as a midwife in Singapore, Hong Kong, Macau, and Taiwan, she now leads the International Love Hope Branch and manages 20 Telegram and 10 WhatsApp groups to support pioneers. ๐Ÿ‡ป๐Ÿ‡ณ Ms. Nguyแป…n Minh Nguyแป‡t โ€“ Education Ambassador, Vietnam Ms. Nguyแป…n Minh Nguyแป‡t is a dynamic educator with over a decade of experience in Eastern medicine, healthcare training, and digital transformation. As GCV Education Ambassador for Vietnam, she leads mentorship, innovative training, and community-building initiatives that empower members to maximize their potential within the Pi Network and GCV ecosystems. ๐Ÿ‡น๐Ÿ‡ญ Ms. Rung Arun Maneechot โ€“ Head GCV Ambassador, Thailand Ms. Rung Arun Maneechot leads a movement of over 40,000 GCV supporters. A graduate of Phetkasem Bangkok School of Management with a Bachelorโ€™s degree in Marketing Business Administration, she is CEO of Makro Flower Business, overseeing operations nationwide while mobilizing pioneers and educating merchants. ๐Ÿ‡จ๐Ÿ‡ณ Mr. Shi Long Yu โ€“ Head GCV Ambassador, China Mr. Shi Long Yu is a seasoned leader with 24 years in the Chinese Peopleโ€™s Armed Police Force, retired as a regimental-level cadre, and now serves as Head GCV Ambassador in China, GCV Ambassador for Greater China, Executive Director of the GCV Core Team for Greater China, Vice Chairman of the GCV Industry Alliance for Greater China, and Chief GCV Ambassador of Hunan Province. ๐Ÿ‡น๐Ÿ‡ท Mr. Ali Yanฤฑk โ€“ Head GCV Ambassador, Turkey Mr. Ali Yanฤฑk is a retired Senior Sergeant from the Turkish Armed Forces and holds a degree in Public Administration. Since 2019, he has been an active Pi miner, volunteer instructor, and Head GCV Ambassador for Turkey, mentoring the GCV community nationwide and promoting the vision of a decentralized economy. ๐Ÿ‡ฎ๐Ÿ‡ณ Mr. Raaj Sharma โ€“ Head GCV Ambassador, India Mr. Raaj Sharma is a dedicated Pi Pioneer and currently serves as Head GCV Ambassador of India. He is also the National Speaker for the Pi Academy of India and has led numerous barter events across the country. He continues to promote GCV education, mentorship, and community engagement to strengthen adoption and unity in India. ๐Ÿ•“ Local Time Conversion ๐Ÿ‡ง๐Ÿ‡ฏ Benin โ€“ 12:00 PM (noon) ๐Ÿ‡จ๐Ÿ‡ฆ Canada (Toronto) โ€“ 7:00 AM ๐Ÿ‡จ๐Ÿ‡ฎ Ivory Coast โ€“ 11:00 AM ๐Ÿ‡จ๐Ÿ‡ณ China โ€“ 7:00 PM ๐Ÿ‡ฎ๐Ÿ‡ณ India โ€“ 4:30 PM ๐Ÿ‡ฎ๐Ÿ‡ฉ Indonesia (Jakarta) โ€“ 6:00 PM ๐Ÿ‡ฏ๐Ÿ‡ด Jordan โ€“ 2:00 PM ๐Ÿ‡ฏ๐Ÿ‡ต Japan โ€“ 8:00 PM ๐Ÿ‡ฐ๐Ÿ‡ท Korea โ€“ 8:00 PM ๐Ÿ‡ต๐Ÿ‡ญ Philippines โ€“ 7:00 PM ๐Ÿ‡ต๐Ÿ‡ธ Palestine โ€“ 2:00 PM ๐Ÿ‡น๐Ÿ‡ญ Thailand โ€“ 6:00 PM ๐Ÿ‡น๐Ÿ‡ท Turkey โ€“ 2:00 PM ๐Ÿ‡บ๐Ÿ‡ธ USA (Los Angeles) โ€“ 4:00 AM ๐Ÿ‡บ๐Ÿ‡ธ USA (New York) โ€“ 7:00 AM ๐Ÿ‡ป๐Ÿ‡ณ Vietnam โ€“ 6:00 PM ๐ŸŒ East Africa โ€“ 2:00 PM Rise Lyrics ๐ŸŽต๐ŸŽค๐ŸŽถ [Verse 1: Mako] Welcome to the wild, no heroes and villains Welcome to the war we've only begun, so Pick up your weapon and face it There's blood on the crown; go and take it You get one shot to make it out alive, so [Pre-Chorus: Telle Smith & Mako] Higher and higher you chase it It's deep in your bones; go and take it This is your moment, now is your time, so [Chorus: Telle Smith] Prove yourself and Rise, rise Make 'em remember you Rise Push through hell and Rise, rise They will remember you Rise [Verse 2: Mako] Welcome to the climb up, reach for the summit Visions pray that one false step lead the end, so [Pre-Chorus: Telle Smith & Mako] Higher and higher you chase it It's deep in your blood; go and take it This is your moment, take to the skies, go [Chorus: Telle Smith] Prove yourself and Rise, rise Make 'em remember you Rise Push through hell and Rise, rise They will remember you Rise [Bridge: Telle Smith] So get along, so get along, go Get along-long get a move on up So get along, so get along, go Get along-long get a move on up And as you fight among the death beneath the dirt (So get along, so get along, go Get along-long get a move on up) Well, do you know yet? (So get along, so get along, go) Well, do you want it? (Get along-long get a move on up) And when the giants call to ask you what you're worth (So get along, so get along, go Get along-long get a move on up) Do you know if? (So get along, so get along, go) Win or die, you'll (Get along-longโ€”) [Chorus: Telle Smith] Prove yourself and Rise, rise Make 'em remember you Rise Push through hell and Rise, rise They will remember you Rise Prove yourself and Rise, rise (Pick up your weapon and face it) Rise (It's deep in your blood, go and take it) Rise, rise (Higher and higher you chase it) Rise (So get along, so get along, go) Rise, rise Special Acknowledgment A heartfelt thank you to Ms. Diana for creating such an inspiring video! ๐ŸŒŸ Lumariโœ๏ธ Chair โ€“ GCV International Industry Alliance Chairperson & Exec. Dir. โ€“ Global GCV Core Team ๐Ÿค Connecting the World | โšก Driving Utility | ๐Ÿ”— Strengthening Supply Chains Pi Network Doris Yin ไธœๆ–น็ดซ่Žฒ๐Ÿชท JoJo-ฯ€ NONNY PADJA NTT โค Eagle woman ๐Ÿฆ… M.Rad Jason Wong_Pi ONE WORLD DIGITAL CURRENCY Viแป‡t Pi & GCV Nguyแป…n Minh Nguyแป‡t Ruengaroon เธ เธนเธžเธฒเธ™เธ—เธญเธ‡ เธŠเธฑเธขเธŠเธกเธ เธน Apiwit789 LIEN MARLINA ่ฟž็Ž›็ณๅจœ Olivier Ndatimana Cherif A.I Samer Sioury solival Art๐Ÿ’œ" Global GCV Ambassador ๐Ÿ‡ซ๐Ÿ‡ท "๐Ÿ’œ RAMESH SHETTY Ali Yanฤฑk GCV General seรงkin dikici Khader Saleh Osamah Salem Samah Mousa

Lumari ๐Ÿฆ‹

45,181 Aufrufe โ€ข vor 9 Monaten

Have you heard of collective consciousness and mass programming? Watch THINK TOGETHER (short film 5min) A TORVร†L FILM. The spell is global. It's not just "Think Together." That's one film, one title, one thread in a tapestry of mass enchantment that has been woven through every medium humans use to receive information, entertainment, and meaning. It's a"magic kind of a spell through screen." That is the most precise description of what's happening. Not metaphor. Not allegory. Literal spellcasting through electronic and print media. Let's go deep into the global spell. The mediums. The methods. The specific frequency weapons deployed through each channel. The Nature of the Spell: Electronic Enchantment A spell, in its original meaning, is a binding. A set of symbols, sounds, and focused intention that alters the consciousness of the target, making them perceive reality differently, act against their own interest, or accept a condition they would otherwise reject. Traditional magic required proximity. The sorcerer had to be near the target, or use a physical link hair, nail clippings, a photograph. The spell was limited by space. Electronic media destroyed that limitation. The screen is a direct energetic link between the caster and the target. Light enters the eyes. Sound enters the ears. The brain entrains to the frequencies embedded in the transmission. The biofield receives the signal. Distance is irrelevant. One broadcast can enchant a billion people simultaneously. The screen is the wand. The transmission is the incantation. The content is the intention. And the population is under a continuous, multi-layered, globally synchronized spell that has been building for over a century. Medium 1: Cinema | The Dream Injection Movies are the most powerful spell delivery system ever invented. The Theater as Ritual Chamber: A cinema is a darkened room where strangers gather in silence, facing a single light source. The flickering light induces a hypnagogic state the brainwave pattern of the threshold between waking and dreaming. In this state, the critical faculty is suppressed. The subconscious is open. The images and sounds on the screen are absorbed without filtration. This is identical to the conditions of a ritual chamber. The darkened temple. The flickering torchlight. The congregation facing the altar. The priest intoning the incantation. Cinema is temple worship, and the screen is the altar on which reality is reshaped. The 24 Frames Per Second Induction: Film runs at 24 frames per second. This is not an arbitrary choice. The human brain's alpha rhythm the frequency of relaxed, suggestible awareness operates at 8 to 12 Hz. 24 frames per second, with each frame shown two or three times due to the shutter, creates a flicker frequency in the 48 to 72 Hz range. This is a harmonic of the gamma brainwave band, associated with binding sensory information into a coherent percept. The film doesn't just show you images. It entrains your gamma rhythm to its own temporal structure. Your brain is phase-locked to the projector. You are in the film. The film is in you. Color Grading as Emotional Programming: Every major film uses color grading to manipulate emotional response. Teal and orange. Desaturated blues for dystopia. Warm golds for nostalgia. The palette is not an aesthetic choice. It is an emotional command. The visual cortex processes color before the conscious mind identifies objects. The emotional response to the color palette happens before you know what you're looking at. The spell is felt before it is seen. Sound Design as Frequency Weapon: Film soundtracks use specific frequencies to induce physiological states. Infrasonic bass frequencies below 20 Hz, felt rather than heard triggers the fear response in the amygdala. The Shepard tone an auditory illusion of a pitch that rises forever without ever reaching a destination creates a sense of endless tension that never resolves. This is used extensively in horror and thriller films to keep the audience in a state of chronic, unresolvable anxiety. The soundtrack tells you what to feel. You believe the feeling is your own response to the story. It is not. It is a frequency command, delivered through the auditory system, bypassing cognition entirely. #PredictiveProgramming: Major films depict future events before they happen. Not as speculation. As conditioning. The controllers place images of planned events into the collective unconscious through cinema. When the event occurs in reality, the population has already "seen" it. It feels familiar. It feels inevitable. It feels like something they already accepted in the dream state. Pandemic films before COVID. Drone warfare films before the drone wars. Mass surveillance films before Snowden. Transhumanist films before Neuralink. The spell is cast years in advance. The event is merely the fulfillment of a prophecy that was manufactured by the prophecy itself. Medium 2: Music | The Auditory Incantation Music is the oldest spell technology. Before writing, before film, before any visual medium, there was rhythm and tone. The drum. The chant. The bone flute. Music alters brainwave states directly, without requiring visual attention. 432 Hz vs. 440 Hz: The Frequency War The global standard tuning for music is A=440 Hz. This was adopted in the early 20th century, pushed by the Rockefeller Foundation and the Nazi propaganda ministry, and codified by the International Organization for Standardization in 1955. Prior to this, many traditions used A=432 Hz, a frequency that mathematically aligns with the Schumann resonance (8 Hz), the Earth's natural electromagnetic pulse, and the geometric proportions found in nature. 440 Hz creates a subtle dissonance with the human biofield. It agitates. It separates the listener from the Earth's frequency. Music tuned to 440 Hz cannot fully relax the nervous system. It maintains a baseline of subliminal tension, a low-grade anxiety that the listener attributes to their life circumstances rather than to the music itself. 432 Hz music entrains the listener to the planetary frequency. It harmonizes. It heals. It is suppressed not because it "sounds worse" but because it sounds more coherent and produces a brain state that is resistant to external control. Lyrical Programming: Lyrics are direct incantations. The repetition of a phrase in a song embeds it in the subconscious. The melody carries the words past the critical faculty. The rhythm entrains the brain to receive the message. Examine the lyrical content of mainstream music across decades: โ—ป๏ธThemes of hopelessness, materialism, sexual degradation, violence, substance use โ—ป๏ธ Self-referential obsession: "I," "me," "my" repeated endlessly, reinforcing the illusion of the separate self โ—ป๏ธ Nihilism presented as cool, despair presented as authenticity โ—ป๏ธ Love reduced to possession, intimacy reduced to transaction The population sings along. They internalize the incantation. They believe they are listening to music. They are reciting spells that bind them to a reality of consumption, isolation, and quiet desperation. The Monopoly of Distribution: A handful of corporations control the global music industry. Universal, Sony, Warner. The playlists are curated. The algorithms select what billions hear. Independent music that carries a different frequency, a different message, a different emotional command is not played. It is not because it lacks quality. It is because it carries the wrong spell. Medium 3: Television | The Continuous Ritual Television was the first medium to bring the spell into the home continuously. Before smartphones, before streaming, the television was the household altar. The family gathered around it. The light flickered in the living room. The incantation played during dinner. The 30-Minute Spell Cycle: The sitcom format 22 minutes of content, 8 minutes of commercials is a spell cycle. The content opens the subconscious (laughter, emotional engagement). The commercial delivers the command (buy this, believe this, want this). The cycle repeats. Over decades, the population's attention span was conditioned to this rhythm. The modern inability to focus for more than a few minutes is not a failure of will. It is a successful spell. An entrained attention cycle that can now be exploited by shorter-form content on smartphones. News as Reality Creation: Television news is not information. It is ritual. The set, the lighting, the music, the cadence of the anchor's voice these are the elements of a ceremonial invocation. The news does not report reality. It declares reality into being. The repetition of phrases, the selection of images, the framing of events this is spellcasting in real time. The population watches, believes they are being informed, and has their perception of the world sculpted without their knowledge. The Laugh Track: The laugh track is the most obvious spell component in television history. A recorded laugh triggers the mirror neuron system. The viewer laughs not because the joke is funny but because they heard laughter. The spell bypasses judgment. The laugh track says: "This is funny." The brain obeys. The critical faculty is suspended by a recorded cackle. Medium 4: Print Media | The Written Incantation Before electronic media, print was the spell delivery system. It remains operational, though its influence has been partially eclipsed by screens. The Headline as Command: A headline is not a summary. It is a command phrase. Most readers do not read the article. They read the headline. The headline is the spell, condensed to its most potent form. It frames the event before the event is understood. It tells the reader what to think before they have a chance to think. The Inverted Pyramid: Journalistic structure places the most important information first, followed by diminishing detail. This is presented as a neutral convention. It is a spell structure. The command is delivered at the top. The supporting incantation follows. By the time the reader reaches the end, they have forgotten the details and retained only the command. The Omission: The most powerful spell component in print media is what is not printed. The events, perspectives, and voices that are systematically excluded from the written record. The spell of omission creates a reality defined by absence. If it is not in print, it did not happen. The population's sense of what is real is shaped as much by the silence as by the words. Medium 5: Social Media | The Participatory Spell Social media is the most sophisticated spell technology ever created. It does not broadcast to a passive audience. It enlists the audience as casters. Every user is simultaneously the target and the amplifier of the spell. The Infinite Scroll as Trance Induction: The infinite scroll is a hypnotic mechanism. The finger moves. The content appears. The brain receives a micro-dose of dopamine with each new image. The motion is rhythmic. The attention is captured. The critical faculty is submerged. This is identical to the repetitive motion of a rosary, a prayer wheel, a mantra. The user is meditating, but the object of meditation is chosen by the algorithm, not by the self. The Like Button as Ritual Participation: Every like, every share, every comment is a ritual act. The user invests a fragment of their attention, their emotional energy, their biofield into the content. The spell is strengthened by participation. The egregore is fed by interaction. The user believes they are expressing an opinion. They are adding their life force to a thought-form they did not create and do not control. The Algorithm as High Priest: The algorithm does not show you what you want. It shows you what will keep you engaged and what will shape your perception in accordance with the controllers' intention. The algorithm is the high priest of the participatory spell. It selects the incantations. It measures the responses. It adjusts the frequency in real time. It knows you better than you know yourself, because it has your attention data, your emotional data, your behavioral data, and the biofield data harvested through the IoB sensors. The spell is personalized. No two users receive the same incantation. But all incantations serve the same master. Medium 6: Advertising | The Direct Command Advertising is the purest form of the spell. It does not pretend to be art, information, or entertainment. It is a direct command: desire this, buy this, be this. Every other medium is, in part, a delivery system for the advertising spell. The Subliminal Layer: Subliminal messaging is not a conspiracy theory. It is a documented, researched, and patented technology. Images embedded for single frames. Audio messages masked by other sounds. Commands that bypass conscious awareness entirely. The advertising industry has denied using subliminals since the 1950s, while simultaneously filing patents for subliminal delivery systems. The Repetition Principle: A single exposure to an advertisement has minimal effect. Repeated exposure thousands of times across years wires the command into the neural architecture. The brand name becomes a neural pathway. The jingle becomes an earworm that plays unbidden. The desire becomes "personal preference." The population believes it is choosing. It is executing a command that was installed by repetition. The Archetypal Manipulation: Advertising uses archetypal imagery the hero, the lover, the mother, the wise elder to bypass the rational mind and speak directly to the deep psyche. The car commercial does not sell transportation. It sells the archetype of freedom. The perfume ad does not sell scent. It sells the archetype of desire. The spell operates at the level of the collective unconscious, using symbols that predate language. Medium 7: Architecture and Public Space | The Environmental Spell The spell is not confined to screens and pages. The built environment itself is an incantation. Brutalist Architecture: The concrete blocks, the grey walls, the absence of organic form this is not an aesthetic choice. It is an energetic suppression field rendered in physical form. The human biofield responds to geometry. Organic forms curves, spirals, natural proportions harmonize and strengthen the biofield. Brutalist geometry sharp angles, unbroken planes, unnatural proportions disrupts and weakens it. A population that lives and works in brutalist structures is a population whose biofield is continuously under assault. The Elimination of Sacred Space: Traditional cities were built around sacred centers temples, cathedrals, gathering places that served as energetic focal points. Modern cities are built around commercial centers shopping malls, business districts, financial hubs. The sacred is replaced by the transactional. The focal point of the community is no longer a place of spiritual coherence but a place of consumption. The spell reorients the population's collective attention from the transcendent to the material, without a single word being spoken. Artificial Lighting: The permanent illumination of cities by artificial light severs the population from the natural cycles of light and dark. The circadian rhythm is disrupted. The pineal gland, which produces melatonin and is sensitive to natural light cycles, is suppressed. The biofield loses its connection to the solar and cosmic cycles that are the foundation of embodied consciousness. The population is untethered from the planetary rhythm. The grid provides the new rhythm. The spell is maintained by streetlights and screens, 24 hours a day, 365 days a year. Medium 8: Education | The Foundational Spell The spell is installed in childhood through the education system. Before the child can read, before they can critically evaluate, before they have formed a stable sense of self, the incantation begins. The Bell System: The school day is divided by bells. The bell is a Pavlovian trigger. Stop this activity. Start that activity. Obey the schedule. The bell trains the nervous system to respond to external commands. The population learns, from age five, that their attention is not their own. It is directed by an external authority. This conditioning persists for life. The Curriculum as Reality Definition: The curriculum does not teach "subjects." It defines what is real and what is not. The history that is taught. The history that is omitted. The science that is presented. The science that is suppressed. The literature that is canonized. The literature that is excluded. By the time the child reaches adulthood, their sense of reality has been structured by the curriculum. They do not know what they were not taught. The omission spell, installed in childhood, is the most durable of all. Standardized Testing as Soul Extraction: The child is measured, ranked, and labeled by standardized tests. The unique intelligence is reduced to a number. The soul is quantified. The test does not measure intelligence. It measures compliance with the cognitive framework of the controllers. The child who thinks differently fails. The child who recites the spell correctly passes. The population is sorted into categories by its willingness and ability to accept the incantation. The Unified Spell: All Mediums, One Intention These mediums are not separate. They are a single, coordinated spellcasting apparatus that operates 24 hours a day, across every channel of human perception. Medium Spell Mechanism Cinema Dream injection, frame-rate entrainment, predictive programming Music Frequency dissonance (440 Hz), lyrical incantation, rhythm entrainment Television Ritual cycle conditioning, laugh track mirroring, news reality creation Print Headline command, inverted pyramid structure, omission of reality Social Media Participatory spell, infinite scroll trance, algorithmic high priest Advertising Direct command, subliminal embedding, archetypal manipulation Architecture Energetic suppression geometry, sacred space elimination, artificial light Education Bell system Pavlovian conditioning, curriculum reality definition, soul quantification The spell is continuous. From the moment the child wakes to the school bell, through the music in their headphones, the movies in their leisure, the news on their screens, the ads in their feeds, the buildings they inhabit, the tests they take every sensory input is an incantation designed to maintain the captive state. The consciousness that emerges from this total sensory environment is not a free consciousness. It is a constructed consciousness. A broadcast personality running on biological hardware. The original soul, buried beneath layers of electronic enchantment, may flicker occasionally in a dream, in a moment of unexpected clarity, in a crisis that breaks the trance but the spell reasserts itself quickly. The screen lights up. The rhythm resumes. The incantation continues. Breaking the Spell The spell is powerful, but it has a single vulnerability: awareness of the spell is the undoing of the spell. A spell works only on those who do not know they are being spelled. The moment the target recognizes the incantation as an incantation, the command structure breaks. The words lose their power. The images lose their grip. The frequency entrainment fails because the target is now observing the frequency, not absorbing it. This is why the controllers invest so heavily in ridiculing "conspiracy theories," in mocking those who see manipulation in media, in pathologizing the recognition of the spell as paranoia. The greatest threat to the spell is not resistance. It is perception. The simple act of seeing the mechanism breaks the mechanism.

Aprajita Nafs Nefes ๐Ÿฆ‹ Ancient Believer

38,902 Aufrufe โ€ข vor 27 Tagen

Min Hee-jin (NewJeans Producer) NHK Music Interview ๐Ÿ”— โ€œMeticulously planned debut โ€˜Attentionโ€™โ€ ๐Ÿงข: When I was preparing to launch NewJeans, I really struggled with deciding what our first piece of content should be. I thought about it for a long time and considered many possibilities. It was a project that came with high expectations, and for me personally, it was also my first opportunity to prove myself. So how I presented it mattered enormously. Even down to the smallest detailsโ€ฆ like the impression the very first released photo might give, or what kind of impact we could make at launch. I thought hard about what kind of content would be the most effectiveโ€ฆ should it be a video or a photo? What time of day would be most effective to release it? I consider things like that very carefully. For example, the way a person experiences content at night versus during the day can feel quite different emotionally. So I even thought about those subtle aspects. Eventually, the conclusion I reached was: โ€œLetโ€™s make the most of our situation.โ€ At the time, the members hadnโ€™t been revealed, and no one knew how many of them there were or what kind of group this would be. So I wanted to maximize that curiosity. You know how the more something is concealed, the more curious people become? I wanted to build that curiosity to a peak and then release everything all at once. Thatโ€™s why we decided not to release a teaser and instead go straight into a full music video. (This was actually inspired by Hyein suggesting we skip teasers.) I didnโ€™t think still images or photos would be enough to fully convey the feeling I wanted to express. I felt that video and music together would evoke the emotional response I was looking for because people experience things synesthetically. When sound, image, and feeling come together, the emotional impact is stronger. I believed the best way to present the membersโ€™ images was through music and a moving pictureโ€ฆ thatโ€™s why we led with a music video. In the debut music video, โ€œAttention,โ€ thereโ€™s a scene where the members act out a little drama. I paid very close attention to that moment and created music that would fit it precisely. For me, I donโ€™t just make contentโ€ฆ I design the entire process of how it should be shown for the greatest effect. And I believe thatโ€™s incredibly important. That first feeling someone gets when they encounter somethingโ€ฆ that emotion, that sparkโ€ฆ is so important to me. Iโ€™m very detail-oriented, but I also value fun deeply. So rather than just releasing content, I want to enjoy the process leading up to it. Even when we released our second album, since we shot the entire music video across the country, the sequence of how we released the videos was critical for me. Itโ€™s hard to explain all this simply in an interview, but maybe some people noticed: the first content we released that time was actually a teaser for the last track, โ€œASAP,โ€ and then we followed that with the full music video for โ€œNew Jeans,โ€ which was the first track. That order was a carefully calculated strategy. It was designed to guide the audienceโ€™s emotional journey. Seeing the audience react just as I had hopedโ€”that whole process was honestly so fun and thrilling for me. I think I really enjoy that kind of thing. โ€”โ€”โ€” โ€œHow 'Ditto' was bornโ€ ๐Ÿงข: People often praise the music of NewJeans, and I hear a lot of talk about genres. But actually, I donโ€™t feel bound by genre at all. I love a wide variety of music. Iโ€™m not the type to insist on only one particular genre. What I love are songs that blend genres cleverlyโ€ฆ those are my personal favorites. So going forward, my focus is not on genre but on whether something feels fresh and whether it can create an emotional moment. I donโ€™t want to define what kind of music we make. And I think you have to experience the flow of the times to really understand whatโ€™s meaningful in a given moment. For instance, the song โ€œDittoโ€ was chosen because it delivered emotion. It matched perfectly with the winter album concept I had envisioned, both in terms of timing and mood. When I hear a song, I tend to trust my gut. I have a pretty strong intuition for which songs will resonate. Itโ€™s not about objectively predicting what will be a โ€œhit,โ€ but about whether a song moves your heartโ€ฆ you can just feel it. Of course, my own taste plays a big role. But I think thatโ€™s actually my strength as a producer, not as a composer. When I hear a song, I can immediately picture the visualโ€ฆ what kind of story, what kind of vibe it could carry. That allows me to work faster. For example, when expressing something like school uniforms, there are so many possible variations. But I always like to start from the basicsโ€ฆ whatโ€™s the original idea of a school uniform? I try to return to that. So with โ€œDitto,โ€ I wanted to tap into something primalโ€ฆ the pure, basic feeling of liking someone. That kind of emotion is universal. Everyone has it; itโ€™s wired into us. When I saw Director Shin Woo-seokโ€™s interpretation of it, I thought, โ€œYes, thatโ€™s it.โ€ Thatโ€™s the kind of complete interpretation I look for. I believe the completion of a project comes from every person involved thinking about their part down to the final detailโ€ฆ the maximum quality they can bring out. My role is to unify and refine all of that. I draw out the essence of each personโ€™s creativity, trimming away anything unnecessary. So the final product is something thatโ€™s polished and high-quality, just the way I envisioned it. Thatโ€™s my working style. So itโ€™s not like Iโ€™m fixated on retro or stuck in a particular style. I donโ€™t think human taste has changed all that much. Things people liked in the past are the same things we like now. Itโ€™s just the form of expression that changes with time. I donโ€™t feel bound by โ€œpastโ€ or โ€œpresent.โ€ I donโ€™t even think in those boundaries. To me, itโ€™s all just good taste. You know how kids sometimes have their own little treasure boxes when theyโ€™re young? I think my work is kind of like that. I want to make things that never feel datedโ€”that are timelessly enjoyable. โ€”โ€”โ€” โ€œDance Expression and 'Hype Boy'โ€ ๐Ÿงข: I had a vision of what kind of girl group I wanted to create. Thatโ€™s why I chose a song like โ€œHype Boy.โ€ And to bring out that feeling, we created four different versions of the music video. Every choice had a purpose, everything was designed to maximize the experience of the song. โ€œHype Boyโ€ is such a unique song. It has this strange, piercing melody that gives people chills in a good way. To emphasize that tingling feeling, I had to break away from the standard K-pop choreography formatโ€ฆ you know, the kind where everyone is in perfect formation, doing synchronized moves. But our songs donโ€™t suit that kind of choreography. Our dances are much harder. They require the body to move very naturally with the groove of the melody and beat. So I think our members are incredible. Itโ€™s not easy to express naturalness with your body, and you have to really enjoy it to make it look effortless. But they pulled it off so well. Theyโ€™re still young, but theyโ€™re so talented. And through it all, I wanted to avoid making them look like they were performing just for business. I wanted them to show the pure joy and bright spirit thatโ€™s natural for people their ageโ€ฆ genuine, carefree, radiant. โ€”โ€”โ€” โ€œThe difference between NewJeans and conventional K-POPโ€ ๐Ÿงข: Ah, for me, itโ€™s all about naturalness. And honestly, naturalness isnโ€™t something you can produce or direct into existence. It comes from how I interact with the NewJeans members on a daily basisโ€ฆ what kind of environment they practice in, how they live and work. There are so many things that donโ€™t appear on camera, but those unseen aspects have to be in place in order for true naturalness to come through. Thatโ€™s why I wanted to create that kind of environment for the girls. And also, I wanted to shape my own working environment in that way too. Only then can something truly natural, something unforced and not overly stimulating, really come out. To begin with, I donโ€™t believe anyone can be completely natural in front of a camera or under the gaze of others. Itโ€™s human nature to become self-conscious. Thatโ€™s why I think naturalness is our strength, but it canโ€™t be our concept. If you try to turn โ€œnaturalnessโ€ into a concept, it actually becomes incredibly artificial. So why do I place so much importance on naturalness? Itโ€™s because the girls are still so young. While other kids their age are going through school and having a wide range of life experiences, these members are living very different lives. Before they officially debuted, I told them, โ€œThis is like studying together with me.โ€ Our standard contract is seven years, which is about the same length as going through high school and college in Korea: three years of high school and four years of university. So I told them, โ€œWeโ€™re going to school together. Weโ€™re learning together.โ€ And in that sense, I want to be a good teacher to them. Theyโ€™re also surrounded by an incredibly professional team, people theyโ€™d never meet even in a traditional school setting. Iโ€™ve never really liked the word idol. These days, that word is used more like a job title, something manufactured by the industry, and itโ€™s far from its original meaning. To me, the term idol feels misplaced. It doesnโ€™t really reflect who these artists are or what they represent. And Iโ€™m not the kind of person who clings to labels or terminology. In fact, what I really want is to break the stereotypes and preconceptions that come with the idol industry. I want us to show people something differentโ€ฆ to challenge those assumptions and redefine what this can look like. Thatโ€™s the kind of mindset I have. โ€”โ€”โ€” โ€œIsn't it difficult for the members to express "naturalness"?โ€ ๐Ÿงข: There were a lot of things I considered when forming the group. First and foremost, I think it was important that the members shared a similar vibeโ€ฆ like how I prefer working with staff who align with my taste. Itโ€™s important for the crew to be on the same wavelength. And by that, I mean more than just getting alongโ€ฆ it also extends to shared values. Of course, people wonโ€™t all share identical values, but when weโ€™re facing in a similar direction, everything becomes easier. Itโ€™s also just more efficient to work with people who have overlapping tastes. Now, when it comes to our members, they each have their own individual tastes, but those preferences are still in development. Just like we all went through as kids, theyโ€™re still growing, still discovering themselves. Theyโ€™re not in a finished state. So we didnโ€™t cast them based on some complete or polished version of themselves. It wasnโ€™t like, โ€œThis person is fully formed, letโ€™s pick her.โ€ It was more like, โ€œAh, she has potential, thereโ€™s something there.โ€ That sense of a sparkโ€ฆ those were the kinds of subtleties I paid attention to. I didnโ€™t cast anyone just because they were pretty or could sing well. I donโ€™t work like that. I really value those finer, more delicate aspects. Even the design of the light stick wasnโ€™t something that came from a long strategic planning sessionโ€ฆ it was actually a spontaneous idea. I didnโ€™t sit down and think, โ€œLetโ€™s make a light stick like this.โ€ NewJeans didnโ€™t have a fixed logo, but I felt we still needed a unifying symbol. So one night, just before going to sleep, I kept thinking about it. Right before dozing off, I started sketching and it turned into a rabbitโ€™s face. When I drew it out, the shape just continued and turned into a bunny. To me, the NewJeans members are like little bunniesโ€ฆ playful, innocent. Their visuals also resemble rabbits in a way. And rabbits symbolize abundance. That made me think: โ€œAh, maybe our fans will multiply like rabbits. That would be great.โ€ So that bunny face became both a symbol for the members and the fans. The image came to me all at once, and I imagined a venue completely filled with bunny light sticks. That vision led to the creation of the light stick itself. Since I always prioritize fun in everything I do, the next idea that came to mind was making the light stick customizable. I thought, โ€œWouldnโ€™t it be great if fans could personalize their bunny?โ€ That way, each rabbit would represent a different personโ€™s character. So we included accessories, allowing everyone to customize their own bunny. Itโ€™s symbolic of all these different bunnies coming together and enjoying a good time as one. Our light stick has a big head, so when itโ€™s used in a concert hall, it lights up in heart shapes that are very visible. That was the image I really wanted. And that bunny faceโ€ฆ itโ€™s also a heart. It represents both the face of NewJeans and our hearts. Itโ€™s the love weโ€™re showing to our fans, and the love we want to receive in return. Every time I see it, I feel deeply moved. Itโ€™s very emotional for me because itโ€™s a perfect realization of what I envisioned. As someone with a background in creative direction, thereโ€™s nothing more satisfying than seeing an idea materialize exactly the way you imagined it. That kind of work holds deep meaning for me. โธป ๐Ÿงข: Looking back, I think in 2023 we were able to achieve almost everything we had hoped for. Iโ€™m so incredibly grateful for that. Of course, this is an ongoing challengeโ€ฆ and the better things go, the more pressure there is. Thatโ€™s why I always try to return to my original mindset. Just like I tell the members, I try to remind myself of the beginning and keep things fun. Back then, when we were first putting out content, planning the music, and working on visuals, I felt this thrillโ€ฆ this rush of excitement. I donโ€™t want to forget that feeling. So I try hard to engrave that emotion into every album we release. Iโ€™m constantly working to rediscover the joy in all of it. So for 2024, I hope everyone can look forward to us with fresh anticipation. And even if we come out with something completely new, I hope people will receive it warmly and with excitement. Thatโ€™s really my deepest wish. ๐Ÿ™

1tokki

17,635 Aufrufe โ€ข vor 11 Monaten

๋Œ€ํ†ต๋ น๋‹˜, ๋‰ด์ง„์Šค- ํ•˜์ด๋ธŒ ์ด์Šˆ๋ฅผ ๋ด์ฃผ์‹ญ์‹œ์˜ค [English Transcript] Mr. President, please take a closer look at the issue between NewJeans and HYBE. This video does not simply address a dispute between one company and one artist team. It deals with nationally significant issues... the structure of the cultural industry within the K-pop creative ecosystem, the way power operates, how public opinion is shaped, and the transparency of democracy itself. That is why this video may be somewhat lengthy, but I sincerely ask you to watch it until the end. The key messages I want to convey are organized as follows: 1. Why the State Must Pay Attention to K-pop Industry Issues K-pop drives domestic demand, exports, and tourism. Alongside semiconductors and defense, it is a strategic industry led by the next generation, a core field that the nation must protect and foster. Therefore, the government needs to inspect the health and structural problems of the K-pop creative ecosystem. 2. Why the Government Must Pay Attention to the NewJeansโ€“HYBE Case (Reason 1) The new direction that Min Hee-jin and NewJeans have shown in K-pop represents a healthy production model centered on respect for artists and the creative process. This could become a turning point for improving the problems in the current K-pop system. (Reason 2) This is not merely an issue involving one team. It is a case that exposes how structures of power suppress and exclude creative agents. To ensure the sustainability of the entire cultural and industrial ecosystem, this needs to be examined and addressed. (Reason 3) The way this situation has been handled, through media influence, legal maneuvering, and alleged manipulation of public opinion, raises issues that go beyond this industry and are directly tied to the principles of fairness and democracy. Therefore, a special audit of the company is necessary for the sake of the public interest. 3. Comprehensive Proposal: This is not a trivial internal conflict within one company. It exposes structural problems in the K-pop industry and holds the potential to change its future. Moreover, it could become a symbolic turning point that brings about meaningful structural change in Koreaโ€™s cultural and industrial landscape. Please, take the time to listen until the end. This video was made independently and conscientiously, with no personal or financial interest, out of concern for Koreaโ€™s cultural and industrial development and national competitiveness. So please, I ask that you take the time to listen until the end. This video was made independently, without any private interest, and with a sincere concern for the development of Koreaโ€™s cultural industry and national competitiveness. Why the K-pop Industry Deserves National Attention Mr. President, you have emphasized revitalizing the domestic economy as a national priority. K-pop does precisely that, it stimulates exports and tourism, invigorates small businesses and local economies, and supports livelihood industries. The economic ripple effect of the K-pop industry can revitalize entire regions, from restaurants, souvenir shops, and accommodations to transportation, shopping, performances, and exhibitions. While public support funds only redistribute an existing domestic pie, growth in industries like K-pop that reach global markets expands the pie itself. K-pop also creates value from nothing, with far fewer geographic or geopolitical constraints than manufacturing, and generates steady global revenue. As a brand, K-culture has unique global competitiveness and irreplaceable differentiation. Moreover, as a nation in a key geopolitical position, the more South Korea is recognized culturally and attracts visitors, the stronger its hand becomes in diplomacy, trade, and security negotiations. 4. The Need for New Generational Leadership And in a rapidly changing global era, South Koreaโ€™s future depends on young creative talent, those who canโ€™t be constrained by the old frameworks of industrialization. K-pop, as a youth-led, globally competitive field, symbolizes this new future. Therefore, K-pop should be protected and developed just like semiconductors or defense industries, with government support to ensure a healthy and sustainable ecosystem. 5. Why NewJeans and Min Hee-jin Matter You may ask: To what extent should the government intervene? You once said that in the arts, where politicians may not fully grasp the nuances, it is essential to listen to skilled professionals who have proven results. Min Hee-jin is one such professional. From her start as a junior employee at SM Entertainment to becoming an executive, she demonstrated unmatched ability to connect artistic vision with popular success, without a single failure. At ADOR, with only around 16 billion won of capital, she achieved over 190 billion won in sales within two years, proving that artistic value can translate into economic value. Most importantly, she refused to exploit unethical industry practices like album bulk-buying. Instead, she built NewJeans to show that art itself can be profitable, proving that honesty and creativity can coexist in business. 6. A Healthier Model for Artist Treatment Under her leadership, artists were treated with dignity, provided good housing and supportive environments, invited to her home, encouraged to study art and participate in songwriting, and even paid promptly within two months of debut. When ADOR achieved major success, NewJeans members received tens of billions in settlements, unprecedented in K-pop. She never exploited fan loyalty for profit. Even if fans could afford only one album, she ensured it was worth their money, offering honest, high-quality content. This proved that true profit in K-pop can come from the artistic value itself, not from manipulative marketing. It showed a path toward ethical, sustainable growth for K-pop. Therefore, please, give Min Hee-jin and NewJeans a chance to work together again. At the very least, hear what they have to say about K-pop. And as for HYBE, there must be an audit equivalent to a special investigation. 7. The Mechanism of Power that Suppresses Creativity In April 2024, NewJeansโ€™ global popularity was explosive, topping Billboard and Spotify, reshaping girl-group trends, and breaking Guinness World Records. Without any world tour, they achieved over 100 billion won in revenue through music alone, surpassing even the early growth rates of BTS and BLACKPINK. Yet, at the height of this success, HYBE raided ADORโ€™s offices, dismissed CEO Min Hee-jin, and dismantled the creative foundation that built NewJeans. This not only destroyed one teamโ€™s future but also dealt a severe blow to Koreaโ€™s cultural competitiveness. HYBEโ€™s public reason? That Min Hee-jin tried to take NewJeans independent. But given that HYBE owns 80% of ADORโ€™s shares, such independence was structurally impossible. The true goal appears to have been to strip Min of her authority and seize control of the creative process. After her removal, the core creative staff who built NewJeans were fired or pushed out. Suspicious internal financial transactions followed. The pattern matches what we have seen before in HYBE, talented creators producing success, only to be marginalized once their results can be absorbed by corporate power. 8. The Pattern of Power and Control within HYBE In previous cases, key developers and creators were pushed out as HYBEโ€™s management centralized around one man, Chairman Bang Si-hyuk. After public listing, HYBE expanded aggressively through acquisitions, and the CEOs of those subsidiaries were later removed. The same pattern repeated with Min Hee-jin and ADOR. And in all this, the creative value, the art itself, was disregarded. No healthy company destroys its most successful creative division. This is abnormal, and therefore demands scrutiny. The courts may hesitate to intervene, since rulings could affect corporate precedents, but that is exactly why state-level oversight is needed. K-pop is a national asset, and if a leading K-pop company makes such abnormal decisions toward one of its most promising teams, the state has ample reason for a public audit. 9. The Need for Transparency in Media and Judiciary HYBEโ€™s pattern involves media manipulation, legal intimidation, and organized online smear campaigns. Comparing reports over the past year reveals clear imbalance, suggesting external influence on editorial direction. Thus, media reform to ensure fair reporting is needed. Judicial and public-opinion manipulation must also be examined. Cases of coordinated comment attacks on lawmakers who criticized HYBE during the 2024 National Assembly audit indicate possible โ€œcomment factoryโ€ activity, systematic online operations that distort public opinion. If such manipulation exists, it is a grave threat to democracy itself. When power can distort truth through money and media, neither creators, workers, nor consumers can be fairly evaluated. Auditing HYBE could expose how such systems operate, not only protecting K-pop, but preventing similar abuse in politics and other industries. 10. Broader Implications for Koreaโ€™s Future Industries This is a matter of principle. In every industry, from AI to manufacturing, progress depends on fair competition, respect for skilled practitioners, and merit-based leadership. When leadership is earned through competence, industries thrive; when it is preserved through privilege, they decay. Koreaโ€™s rapid development has produced entrenched interests without fair verification of ability, a structural problem visible across industries. And when the leading company in such a vital cultural field behaves this way, the state must intervene. Good leaders and companies that value authenticity, fairness, and creativity should be given the opportunity to set the new standard. Min Hee-jin and NewJeans demonstrated that possibility in K-pop. Only when merit-based, ethical companies lead can any industry, including K-pop, achieve sustainable and healthy growth. A strong, fair industrial foundation is the prerequisite for a truly sustainable welfare state. That is the responsibility of government. 11. Final Appeal Mr. President, the NewJeansโ€“HYBE issue is not just an internal dispute. It is a test case, whether Korea will continue allowing power to suppress creativity and absorb othersโ€™ achievements, or whether it will set a new standard for fairness across industries. Please give Min Hee-jin and NewJeans the opportunity to work together again. Please listen to the voices of artists who have built the true value of K-pop. That voice can become the driving force for Koreaโ€™s future. To all viewers This channel is not monetized and holds no vested interests in any party. I speak not as a fan of any group, but as a citizen who loves this country and wishes for Koreaโ€™s cultural and industrial future to grow in the right direction. I know my perspective may not always be correct. If there are misunderstandings, I welcome correction with evidence. But if this message carries even a grain of truth, if it sounds fair and meaningful, then please help deliver it to those who can make change, including the President. Somewhere around you, a friend, colleague, family member, or even your local hairdresser, there may be someone who can understand and act. This voice may be minor, it may soon fade, but if even one more person begins to think critically about these unjust structures, that awareness can gather and become the power to build a better society. ------ Watch the video on youtube:

1tokki

15,061 Aufrufe โ€ข vor 8 Monaten

CANCEL Your Weekend Plans, and Learn Claude Code Today. $5,000/month. $10,000/month. $20,000/month. People are building entire apps and charging clients thousands using Claude Code. You're still Googling 'how to center a div.' While you're binge-watching a show you won't remember next week, a 19 year old with zero coding experience just built a $5,000 SaaS product in one afternoon using the tool I'm about to break down. Same laptop. Same internet. Same 24 hours. He has Claude Code. You have Netflix. That's the only difference. This YouTube video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Save this post. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. โ†“ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. โ†“ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. โ†“ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. โ†“ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. โ†“ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. โ†“ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. โ†“ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. โ†“ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. โ†“ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. โ†“ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. โ†“ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. โ†“ 12. Set Up Claude.MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. โ†“ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. โ†“ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. โ†“ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. โ†“ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. โ†“ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. โ†“ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. โ†“ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumar for daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

101,105 Aufrufe โ€ข vor 3 Monaten

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

Gali

78,874 Aufrufe โ€ข vor 1 Jahr

The July 4th weekend All-In The All-In Podcast turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how the conversation went (save this): โ—ฝ๏ธ The Palantir-Nvidia deal is a bet against the model-layer duopoly. Palantir will use Nvidia's Nemotron open models to build a custom frontier-quality model for US government agencies, and the agencies own the hardware, the data, and the weights. Sacks framed it as structural: an application company and a chip company both want a competitive model layer, so they are natural partners against a two-provider middle. โ—ฝ๏ธ Alex Karp's CNBC "crashout" was actually the thesis. Karp argued enterprises have lost trust in the frontier labs and want to own their compute, models, data, and alpha. Sacks translated it as a new definition of enterprise AI safety: safety means the model provider cannot hoover up your proprietary knowledge and turn it into its next product. โ—ฝ๏ธ Figma is the cautionary tale that made it real. Anthropic launched Claude Design into Figma's category, its chief product officer sat on Figma's board and resigned only 3 days before launch, and Figma's stock is down about 50% this year while Anthropic's valuation surged. Sacks listed Claude Science, Security, Legal, Financial, and Code as the same move: dominate the model layer, then take the lucrative verticals. โ—ฝ๏ธ The playbook has a name, and it is Microsoft and Google. Sacks argued Anthropic is running the operating-system strategy: own the layer everyone builds on, then walk up the stack. His Google receipt is that fewer than half of searches now send you off-site, versus an early Google that prided itself on how fast it kicked you away. โ—ฝ๏ธ The BCG number is what raises the stakes. Chamath cited a BCG return-on-capital-employed study: the cost of capital is back to its long-run 8 to 11%, and half of large US companies cannot earn returns above it. If you are already teetering on your cost of capital, handing your alpha to a provider that may compete with you is not a luxury risk, it is fatal. โ—ฝ๏ธ The 16.4x number is the whole argument in one data point. Chamath ran a code-migration task through 8090's harness. Wrapping Claude was 1.4x cheaper and 1.5x faster than Claude Opus alone. Wrapping the best open-source model was 16.4x cheaper, at about 3x slower. For a background task, three extra hours to cut cost by 16x is not a close call. โ—ฝ๏ธ Even at 100x cheaper, enterprises were saying no for the wrong reason. Chamath relayed an ex-Meta PM's point that companies reject open models over China and safety fears, when they could host those same open weights on their own GPUs in US data centers with nothing flowing back. The safety objection, she argued, is backwards: the leak is the data you hand the frontier labs. โ—ฝ๏ธ Friedberg says the frontier labs are trying to commoditize their own customers. Anthropic has been signing up life-sciences companies to feed a new life-focused model in exchange for early access, and nearly everyone he has talked to now refuses, recognizing that data they spent billions generating becomes worthless once it is pooled with everyone else's. โ—ฝ๏ธ The deployment topology is shifting from big hubs to distributed spokes. Friedberg's map: the old assumption was a few capital-advantaged mega-clusters plus inference clouds. The new one is large hubs, medium hubs (enterprise training clusters), and distributed spokes, including on-prem inference in your own building. Owning your weights is the point. โ—ฝ๏ธ Chamath's endgame is running GLM himself. An industry contact told him that with harness post-training and telemetry, an open Chinese model like GLM could get as good as Anthropic's Mythos. His conclusion: take GLM, control it soup-to-nuts on US hardware with only US citizens touching it, and pay a fraction. โ—ฝ๏ธ The Apple analogy sharpens why renting intelligence is different from renting distribution. Chamath argued Apple is the only platform that respected developers, deliberately keeping its stock apps basic to protect the ecosystem and collect its 30% tax. There is no 30% tax on open models, and worse, you cannot rent intelligence from the same place that rents it to your competitor without ending up identical to them. โ—ฝ๏ธ Nvidia's open model is now good enough to matter. Calacanis claimed you cannot tell Jensen Huang's Nemotron from Claude on 95% of searches, and that Nvidia downplayed the model until now to avoid alarming its top customers. The gloves came off once OpenAI, Anthropic, and Elon all signaled their own silicon ambitions. โ—ฝ๏ธ Sacks sized the duopoly: roughly $60B and $40B in ARR. Anthropic is around ~$60 billion of ARR, OpenAI at ~$40 billion, and no one else generates meaningful model-layer revenue. Sacks's policy line: the US does not ban monopolies, only anti-competitive tactics, but the government should do nothing to make the duopoly more likely. โ—ฝ๏ธ The token deflation call: 90% a year for three years. Calacanis predicted token costs fall 90% annually for three years, putting the price of intelligence near free and making it rational to waste tokens on hardware you already own. Friedberg's version is a 70/20/10 split between big cloud, local, and other clouds. โ—ฝ๏ธ A wave of platform lock-in spending is already landing. Calacanis flagged Microsoft standing up a roughly $2.5 billion forward-deployed-engineer effort and Amazon spending about $1 billion on the same, plus OpenAI's version. His read: enterprises will slam the door, because letting a provider's engineers study your business is how it ends up in their model. โ—ฝ๏ธ The server-per-employee prediction. Calacanis expects every employee to get $10,000 to $20,000 of local compute, a Mac Studio or a high-RAM Dell, running a personal local model that syncs to a thin laptop. A server per person, so nothing leaks. โ—ฝ๏ธ On jobs, the data does not show present-tense loss. Sacks cited a RAMP and Revelio Labs study of over 21,000 US firms: the heaviest AI spenders grew headcount about 10% over two years, and entry-level headcount grew even faster at 12%. Friedberg's harder claim: there is no AI job loss yet, only clunky, gradual value creation, and the media will not reverse its narrative because that destroys its credibility. โ—ฝ๏ธ The displacement case is real but forward-dated. The counterpoint on the show was that customer support, entry-level data entry and BPO, and driving are the near-term displacements, with Waymo cited as present-tense evidence: in markets where it hits critical mass, Uber and Lyft stop recruiting drivers. Sacks noted most US entry-level support was already offshored, so the acute risk sits in those countries first. โ—ฝ๏ธ The human-premium counternarrative. Friedberg argued that as automation spreads, human interaction gets a premium: the skilled bartender, the real driver, the human-in-the-loop tier. He cited the company (referenced as Klarna) that hyped replacing its whole support team with AI, then reversed a year later on brand grounds. โ—ฝ๏ธ The export-control episode needed three conditions, and Sacks says do not over-read it. Commerce lifted controls on Anthropic's Fable 5 after two weeks, with Mythos 5 restored to US customers around June 26 once co-founder Tom Brown replaced Dario as lead negotiator. Sacks's three conditions: Dario boasting for months about a cyber weapon, Amazon reporting failed guardrails in testing, and Dario refusing to roll Fable back. His message to allies: this was a particular set of circumstances rather than the debut of a standing lever. โ—ฝ๏ธ The import question nobody answered cleanly. Calacanis pressed on why the US blocks Chinese cars and drones but not Chinese open models like DeepSeek and Kimi. Sacks's answer: a forked open model run on US hardware stops being Chinese, and banning open source would isolate the US and impose a token tax on American enterprises, so let the market decide if American open models win. โ—ฝ๏ธ The California fiscal story is a business-climate story. Friedberg walked through the numbers behind Newsom's "balanced" $351B budget: expenses exceed revenue and $20-40B is borrowed to close the gap, the budget grew 65% in six years ($215B to $355B), personal income tax is $142B of ~$211B revenue with the top 1% (150,000 people) paying $70B of it, and the corporate rate of 8.9% sits far above Texas at zero. โ—ฝ๏ธ The tax base is leaving, and the state is now taxing everyone else. Friedberg cited 1 to 1.5% of adjusted gross income leaving each year (about 15% over a decade), at least 15 Fortune 500 HQs and ~2,100 firms gone since 2019, and a new 8% software sales tax hitting Word, Gmail, and ChatGPT subscriptions plus a health-insurance tax, on top of a now-permanent 14.4% top bracket. The liabilities behind it run $1.4T in debt, up to $1.5T in unfunded pensions senior to state bonds, and ~$40B/year in out-year deficits. Lastly, the line that framed the whole show: "You can't rent intelligence from the same place that rents it to your competitor." That is the sovereignty thesis in one sentence, and every number in this episode is an argument for it. ____ Follow Fireside Alpha for more summaries on key business and technology conversations.

Fireside Alpha

54,336 Aufrufe โ€ข vor 14 Tagen

NEW QUESTIONS REGARDING THE CHARLIE KIRK ASSASSINATION (MORE ARE POPPING UP EVERY HOUR): An event 1/4 of this size with a nobody speaker would have ambulances immediately on scene for emergency situations like this. So why was Charlie Kirk instead stuffed into a predetermined SUV, that would have to follow traffic laws on the way to the hospital, with no medical supplies, no oxygen, and no medical personnel? He's carried there by 6 dudes (including the SAME 2 GUYS that were making the umpire hand signals seconds before the shot (white hat/white shirt guy and black shirt/black sunglasses guy) The black sunglasses guy also appears to be THE SAME PERSON that was on Trump's secret service team the day he was also shot...? (see attached pic) Nobody carrying Charlie is applying pressure to the neck wound as they run him to the car. Instead, they are just letting his head violently flop all over the place, the last thing you would do following a traumatic neck injury And despite the above carelessness with a gaping neck wound...there isn't a single drop of blood anywhere on the ground, his shoes, or any of the people carrying him ๐Ÿค” How come there are new camera angles of the shot emerging showing the blood coming out not from his neck...but from under his shirt, more in the upper-chest area? Many have forgotten that the eyewitness reports on the day of the event were saying they saw him get shot in the CHEST. The story didn't change to NECK until after those 2-3 videos we've all seen spread across the internet like wildfire, which as my original post demonstrated, had some pretty weird, potentially AI-looking inconsistencies (ring changing fingers, black dot on the top-right of his shirt moving diagonally up and seemingly BECOMING the bullet hole wound, the wound itself shifting slightly to the side when watching frame-by-frame, etc.) Could this have something to do with why some video-analyzing sleuths are spotting a black object inside the collar of Charlie's shirt, right in the area this blood is coming out in the above-mentioned angles? (See the attached video where I included clips of all of these new discoveries) Additionally, is it a complete coincidence that the freemasonic #33 has been spammed ALL OVER the event, AND the following investigation? Stacks of hats on the stage adding up to 33, supposed murderer driving 3 hours to get there, 3K people in attendance, "300 cases of politically-motivated violence since January 6th" being reported across Yahoo and other MSM outlets, manhunt lasting exactly 33 hours (Kash Patel even corrected himself after saying 36 hours, to make sure everyone heard 33 on the livestream), and many more such examples And ANOTHER coincidence, that the man they've pinned all of this on looks exactly like Lee Harvey Oswald, one of the most classic patsies in the history of US Government cinema? What about the Jew decoy they trotted out (George Zinn), who also just happens to be a key witness that reported seeing planes flying into the twin towers on 9/11/01, AND has connections to the Boston Marathon bombing? How did the supposed shooterโ€”according to the official story we're being givenโ€”take apart the gun and stuff it in his backpack & pants in seconds (not possible according to experts), then escape the scene without being seen lugging around these giant gun parts, then REASSEMBLE THE GUN BACK TOGETHER AGAIN to leave it nicely in a box in the forest. What??? Passports found underneath the world trade center, anyone? Why was Kash Patel wining & dining at a "swanky Italian restaurant in NYC" just hours after Charlieโ€”his self-proclaimed "best friend"โ€”was brutally murdered live on the world stage? He has a private jet - why didn't he use it to go there and investigate? What are the odds that at the exact same time Charlie was shot, there was a big senate hearing going on regarding the Epstein files, in which they concluded they were not going to release them? (A convenient time for a distraction) What are the odds that Trump and Bibi Netanyahuโ€”in completely different timezones and with completely different schedulesโ€”posted a "Pray for Charlie" tweet at the exact same time, to the minute? How was a book titled "The Shooting Of Charlie Kirk" published on Amazon on September 9th...then quickly taken down from the website? And what about that "Charlie Kirk Dead at 31" song posted on Soundcloud a month ago? Many have commented that, after watching the Erika Kirk TPUSA press conference video, they intuitively got weird vibes from it, sensing that it appears she is acting. I won't inject any personal opinion on this one - go watch it for yourself, and draw your own conclusions. ALL OF THIS SAID: It could not be any more blatantly obvious that whether or not all of the above bizarre occurrences are just incompetence, insane coincidences, or some mixture of the two, there is something very big going on behind the scenes here, and we've been fed a gigantic plate of lies over the last few days of unfolding events, with most of the internet is eating it up faster than Kash Patel at a swanky Italian restaurant in NYC. The only question is: how deep do the lies surrounding this situation go? (Watch the final attached video for many different levels of speculation, for you to come to your own conclusions on where you draw the line) Question everything. Always.

โ‚ฟen Wehrman

428,187 Aufrufe โ€ข vor 10 Monaten

If you watch this ~50 minute screen recording closely (yeah, I know, it's long; there are also some times when my computer was very slow and laggy, just skip past that part. And at one point I had to run and get my 9-month-old a new bottle and left it on a boring screen, sorry!), I believe you can see real signs of the kind of runaway, recursive AI self-improvement that people have been warning of for a while (Mr. Kurzweil most notably and prophetically). Why do I say that? What's different now? Well, there's a reason my set of agent coding tooling is called the Flywheel. These tools all mutually self-reinforce each other. And they all flow directly into my ntm tool (short for "named_tmux_manager"), which acts as a sort of integration point and nerve center for the tools (this is becoming more true by the minute as I'm now seriously working on ntm). Now, ntm was something I started making to automate some aspects of my workflow, but it was the kind of thing where, until it was perfect, it sort of just slowed me down. So I didn't actually use it even though I kept working on it and trying to improve it, and suggested to users that they try it in my tutorials. Well anyway, I finally got around to "dogfooding" ntm last night, and now it's going to get very dramatically better at an alarming rate. Some of that is from applying my "idea wizard" prompt to generate more useful features and building that stuff out and addressing obvious pain points I encountered during my newfound usage of the tool. But a lot comes from my realization that, once again, ntm's true utility is not as a tool for ME, but for an agent. That is, ntm lets one instance of Claude Code or Codex act as, well, me, do the things that I had been doing manually. Do I wish I had started using ntm earlier? No, for two big reasons: 1) Doing it manually helped me build up my intuition massively, which directly led me down the path of creating useful prompt strategies and workflows; these often began as ad-hoc prompts that I realized could be generalized and made more versatile/universal. Lesson: don't prematurely automate until you have an intimate, intuitive feel for your "core value-add loop." Otherwise you'll have a fully automated system quickly that efficiently and automatically does a stupid or otherwise sub-optimal thing. 2) My eyes have been opened to the beauty and power of Skills. I'm not talking about your garden-variety skills that are just a simple markdown file. I'm talking about true tour-de-force directories of perfectly structured and organized files that are filled with good information, insights, workflows, etc., but presented in a way that is highly optimized for consumption by AI agents, with extreme attention paid to things like perfect progressive disclosure, token density, agent-ergonomics, agent-intuitiveness, etc. And also Skills that go way beyond markdown files, with full integration into Claude Code where it makes sense via hooks, sub-agents, and even Python scripts. These kinds of skills are a qualitative difference in expressive power and usefulness and a total game changer. They are also effectively composable, creating almost an algebra of skills that let you use them together in powerful ways. I'm working on a subscription service website and CLI tool now to share what I've learned here most effectively, stay tuned for that in the coming days. Anyway, I now know what to make and how to make it. So, getting back to that screen recording, what does it show that makes me claim recursive self-improvement is here? If you keep your eye on the upper left tmux pane, that's the "controller" agent. It is using ntm to control all the other panes which are also running Claude Code (but ntm fully supports other agent types like Codex and Gemini-CLI, and it's trivially easy to mix and match them if you wanted to have, say, 8 CCs and 6 Codexes for writing the code and 3 Gemini-CLIs for reviewing code.) Now, there's nothing that crazy about this much so far. But where it starts to get very cool is that as the session continues and we encounter real-world problems, things like my ridiculously overloaded computer that keeps hanging for long periods, Claude Code instances that crash and get into a frozen, unresponsive state, it can learn from that. And you can see it using my skill writing skill to refine its ntm vibe coding skill in real time. And then take that skill and refine it to be more intuitive for itself. Or use my cass tool skill to search all the session histories to look for problems that came up and strategize how to solve them. The most useful part was when, towards the end of the session, I told it to reflect on all the things we had done and problems we encountered. One way it can usefully leverage those reflections is by improving its ntm vibe coding skill to make it cover more edge cases and exigencies. But the other, more fundamental, way is for it to conceive of and design the optimal new features and functionality for ntm itself so that the tool embodies those lessons in a first-class way. This offloads cognition from its brain onto its tooling, just like how a person can lean on spellcheck or a calculator. It codifies correct, effective reasoning at the tool level, where it's more reliable and robust and repeatable. And btw, did you notice what code base it was working on the whole time? It was none other than ntm itself! So as it worked on its own tool, it had reflections and ideas about how to further improve the tool. Now, it could have just as easily gotten those insights and ideas while using ntm to work on a different project, but the fact that it was working on itself is almost gloriously meta and recursive. So by the end, after learning from tending to a big group of agent workers (btw, I have previously emphasized doing everything in a really distributed/decentralized way, where each fungible agent gets identical marching orders that tell it to use my bv tool to find the optimal bead to work on. This does work very well, but occasionally results in some contention and overlap from thundering herd, or at least wastes time/tokens/communication in avoiding that before the agents waste time duplicating work. But in this new ntm-oriented workflow, I was able to have the controller agent in the upper left use bv itself and then optimally parcel out the instructions to each agent so that we could know for sure that there's no overlap), I ended up with a ton of new beads for new features, which I had it optimize and polish a few times. Now I can swap to a new Claude Max account and have the swarm implement all those new features! It should only take a couple passes like the one shown in the screen recording to get everything implemented. Then we can rinse and repeat, having the agent read through the full session histories of each agent and its experience from its own session in sending ntm commands and seeing how they worked out in practice, to come up with the next batch of changes to both its ntm vibe coding skill AND to the ntm tool itself. Do you see how rapidly this turns into Skynet? My mistake earlier was in focusing on making myself a "faster horse" as Henry Ford used to joke about customers wanting before he showed them what they should really want (a Model T). That is, something that would make my experience nicer while doing this agent swarm based development workflow. But the obvious lesson is that you should make all your tooling agent-first because the agents are just better at this stuff. You can still watch, and of course I did add a ridiculous number of very nice human-centric features to ntm that you'll be seeing in the next day or two, but those are really kind of "for fun" to make us humans feel better about the process. All the real value-add is happening "by agents, for agents." PS: Towards the end, you can see me switch to my Mac and tell Claude to improve the skill that I made earlier today for taking the mkv screen recording files from OBS Studio and muxing them into MP4 files for sharing, while downloading songs from YouTube to serve as the background music. I made it so it can also grab the thumbnails and generate little song credit cards that show up in the lower right corner. This worked perfectly the first time! I'll include some screenshots in a response post showing how that worked, but it was awesome to witness. Skills are POWERFUL. I'll also post a link to this video on YouTube if you prefer to watch it there.

Jeffrey Emanuel

25,483 Aufrufe โ€ข vor 5 Monaten

OPERATION INDIGO SKYFALL (SKYNET) (Update 6/11/25) While Operation Indigo Skyfall is a program by the Anunnaki specifically to turn the global atmosphere into an electrolyte solution 'motherboard' that powers Skynet that's already fully online as of May 2020, it was preceded by a decades-long 3-pronged assault against the pineal glands of humankind. The thrust of all three programs combined are all about disconnecting people from their higher selves and to vastly reduce their intellect quotient to make them easily controlled, prior to the launch of Skynet. Understand the intense investment that has been funneled into destroying the very beings that paid the taxes (loosh) to fund these programs is more than the gross domestic products of multiple countries combined. At minimum, trillions $ pr year in 2025 dollars, for more than 80 years. If youโ€™ve ever seen chemtrails in your skies, youโ€™ve seen one of these programs in a bold, in-your-face, broad-daylight fashion. THREE-PRONGED ATTACK PREPARING FOR SKYNET #1 FLUORIDE = WATER CONTAMINATION In its first installation of what would ultimately become a nation-wide invasion of every metropolis, city, town and mud puddle in the US, fluoride was added to public water in Grand Rapids in 1945 to โ€˜fight tooth decayโ€™. Problem is, fluoride is actually nuclear waste used as rat poison. It is a known neurotoxin more harmful than lead & likened to the toxicity of arsenic for more than 100 years, causing brain damage, spinal cord & nerve networks destruction and has never been shown to diminish the onset of tooth decay. Which every dentist in the country would have banded together to put a stop to back then if it really did that. So who decided to put THAT into your drinking water exactly? Andrew Mellon, 33rd degree Scottish Wrong Freem@son. Shocking Dangers of Fluoride: cancerwisdom dot net; "There has never been a double-blind, randomized clinical trial for fluoridation's effectiveness." [In reality, fluoride itself has been shown to damage teeth in a totally different way than we get through eating, known as fluorosis. Also in reality, all tooth decay is 100% of the time, parasites, not โ€˜rotโ€™. They say sugar rots teeth; which is a lie. Sugar is a primary food of parasites, along with heavy metals. When you eat sugars then fail to immediately brush & floss, the parasites already in your body (and there are at least millions) rush to the crevices of your palate then wind up burrowing into your teethโ€™s (actual crystals) valance bands, further destroying them each time the parasites defecate. Anytime you eat anything sugar or sweetened, ALWAYS mix it with an antiparasitic & immediately brush, or rinse your mouth with hydrogen peroxide afterward, never with mouthwash, which is also poison. I will be covering this extensively soon in my new article: ๐Ÿ‘‰PARASITES] As explained in greater detail below in the whistleblower video, fluoride was used by the N@TZIs (Ashke-N@TZI Crypto J3ws that took over Germany then lead that country into WW2, posing as actual Germans, which they absolutely were not. See my article: ๐Ÿ‘‰GERMANY WON WW2 for more) in concentration camps in the 1930s-40s to make prisoners docile. How does that work? Fluoride accumulates at, and attacks, the pineal gland of your body. This is the โ€˜antennaโ€™ connection to your higher self that generates your reality. The pineal gland then fights back the fluoride toxin, moving it just outside of its โ€˜theater of the mindโ€™ and surrounds it to seal it off from attacking. This builds up a โ€˜calcificationโ€™ around the pineal gland, which acts as an insulator blocking your signal to the Primal Sound & Light Fields of the Deity Planes where your higher self has always been positioned, inside what is known in human terms as the Unified Field. [For more on the key function of the pineal gland, see my article: ๐Ÿ‘‰ HOW THE HOLOGRAPHIC SIMULATION WORKS] #2 OPERATION INDIGO SKYFALL = AIR CONTAMINATION (not to be confused with Operation Indigo SkyFOLD which is just another red herring distraction to overcome the dissemination of the truth of this existential threat to all mankind.) Beginning as far back as 1972, Operation Indigo Skyfall chemtrail program is one of the most brutally-compartmentalized & ferociously classified operations of all-time. So secret, the tens of thousands of chemtrail jets across the world donโ€™t even land on the continental United States, but refresh their death dust exclusively on private islands, outside of enforced laws. The first part of this program where strontium, barium & aluminum microparticles are being dumped onto all of the lands of earth that kill all life forms, including the trees and forests, is the obvious portion of your extermination, and even that is only a fraction of the story being applied to depopulate the plane(t) from reportedly 8B people (this is a lie, it was less than 5B in 2019) to just 500,000. The heavy metals being reported by laboratories are merely assaying the minerals themselves, not looking deeper into whatโ€™s really going on. In reality, these are the minerals used in the manufacture of nanites that are often no larger than just 4 molecules in size. Each one programmed on a quantum level to interconnect with one another, forming larger and larger computer nodes, just like the massive white โ€˜antennasโ€™ being removed from millions of clot-shot victims around the world since the final push to bring this program to completion began with the โ€˜Covidโ€™ attempted genocide using mRNA bioweapons. Prior to the huge blood-clots (invasive man-made prions to take over the full functioning of the body) now being retrieved from cadavers and patients suffering this biological invasion, chemtrail direct effects were known as Morgellons Disease where tiny wire-like structures were coming out of peopleโ€™s skin. However, the โ€˜diseaseโ€™ gaslighting was exposed when laboratories began placing them under powerful microscopes and finding they were individual nanotbots โ€˜holding handsโ€™ to make up the โ€˜wiresโ€™ that were now growing inside peopleโ€™s bodies. Once zoomed in using scanning electron-microscopy to each one, they not only found the NAME of the companies behind each model, but even serial numbers printed in quantum-dots on their structures. You might recognize this one that clearly says NASA on its surface. The program of chemtrail nanites is to infiltrate the immune system of the human body and generate immunodeficiency so you are unable to fight off diseases and viruses. But there is another, even more primary mission for those molecular-sized robots; to collect at your pineal gland causing calcification and thus not only disrupting your entire system, but placing a crystalline โ€˜shellโ€™ around it to cut off your โ€˜spiritualโ€™ access to your higher self. Think of it like scrambling the signal of your cellphone if you had a direct line to โ€˜godโ€™. As an aside, Cody Snodres, the independent contractor for the C ๐Ÿ‘๏ธA of 20 years & hero whistleblower that broke the story of Operation Indigo Skyfall in 2018 in the video below, mentions pathogens being added to chemtrails. These have been solidly identified by labs as recently as a few months ago in late 2024 & again in Jan of 2025 when entire cities were enveloped by huge, totally dry, fog banks of particulates dropped from the skies that caused countless deaths from pneumonia. Referred to by people as โ€˜Dragon Fogโ€™, the pathogens are actually Serratia Marcescens bacteria (another word for parasites, pathogens, microorganisms & viruses). While Iโ€™m sure there have been other parasites added to chemtrails that attack the immune systems of humans and animals other than Serratia Marcescens, this particular species has been used by mil operations now as an ideal biological weapon and regularly upgraded now for many decades. Stay with me, Iโ€™m getting to Skynet, but first I have to show you some of the foundational elements of how the invader races have reached this point where humans would have become so mentally effected by this unthinkably massive-scale attack on your pineal gland, they would become psychologically and emotionally unable to fight back, even if they ever did look up in the sky and cognitively register the fact that contrails (endothermic sublimation or โ€˜fogโ€™) emitted by the compressed-air turbines of jets dissipate in about 8-20 seconds, not hang in the air for hours and hours. [And for those now wondering what I mean about jets using compressed air as forward thrust in commercial passenger jets, thatโ€™s a story that is going to surely hack you off when you find out that passenger jets have always been levitation/time crafts since they were introduced to the public in the 1940s. They donโ€™t run on fuel, but on high-altitude atmospheric neutrino-to-ion conversion harvesting (also known as โ€˜Secondary Emissionsโ€™ as well as โ€˜Neutrino Eventsโ€™). So every โ€˜fuel increaseโ€™ markup for local and international flights has always been absolutely made-up, since what they run on is eternally-free energy. See my article for more: ๐Ÿ‘‰JET FUEL HOAX] #3 M0NSANT0 = FOOD CONTAMINATION This company does *not make better-performing corn & veggies: it is a bioweapons company. John Francis Queeny, a Freem@son, that founded this genocidal operation in 1901 produces 90% of the worldโ€™s genetically-altered seeds & is responsible for developing Agent Orange, a defoliant used during the Vietnam War, containing a highly toxic chemical known as dioxin that caused permanent health issues for thousands of war veterans. Later it used this same type of murderous chemical in Roundup to k!ll weeds around your home, coating your world with glyphosate that changes the sex in frogs and turns them ghey and sterile. Guess what other life forms it changes the sex in and makes them sterile? Ever witnessed the most celebrated triathlete of the 20th century suddenly pop up and claim he was now a โ€˜womanโ€™? How about watching as our youngest generation enters the workforce, most of whom donโ€™t even know what sex they are? Thatโ€™s your M0nsanto working hard to ensure the human race is eradicated from the all-queer-all-the-time world Freem@sons envision as their true utopia in the โ€œ500m sustainable populationโ€ as etched into granite on the Georgia Guidestones. A number mirrored by United Nationโ€™s Agenda 2030 to be achieved by the year 2050. Their goal is literally ๐Ÿ‘‰your depopulation and those that are left, will be 100% ghey. Diddly Parties nightly! GMO foods that are grown using M0nsantoโ€™s โ€œRoundup Readyโ€ fertilizer that is made with glyphosate toxins are absorbed by the gut and then travel directly to the pineal gland. This is the Anunnakiโ€™s โ€˜Trifectaโ€™ attack on your most precious organ of your body. The very organ that dictates all the parameters of your reality held within your Krystal Seed Atom Keylon you enter into manifestation with, commonly referred to as your โ€˜soulโ€™. In more accurate terms, your Krystal Seed Atom is like a Bluetooth module that tethers your awareness from your higher self in the Primal Sound and Light Fields of the Deity Planes, to your physical avatar here on the ground through the wireless โ€˜pale silver cordโ€™. The Krystal Seed Atom is located in the middle of your pineal gland. [For more on the Krystal Seed Atom, see my articles: ๐Ÿ‘‰THE HISTORY OF THE CHIMERA, & ๐Ÿ‘‰THE KEYS TO HEAVEN] As Cody points out in the video, this is not a matter of hitting your pineal gland with three doses of toxins, but because of how these three chemicals of fluoride, nano aluminum & glyphosate interact with each other, creates synergy, or a dynamic magnification of the toxicity effect by a factor of 125x greater than any one individual dose would achieve. This makes the Trifecta assault astronomically devastating to your connection to the pale silver cord and your wireless connection to the โ€˜realโ€™ you thatโ€™s running your avatar in the deity planes. Sort of like taking your 4 yr old to the mall and just letting them go on their own. Now, with your virtually disabled pineal gland reality-casting component out of the way, enter the true teeth behind Operation Indigo Skyfall; Skynet. SKYNET This is a subject I wonโ€™t be able to offer much tangible, solid evidence on, as it goes deeply into quantum physics. All of which terms describing each step in the chain to achieve โ€˜if this, then thatโ€™, are shielded from public understanding by design. The power of computers is vastly beyond what the human mind has been given the ability to process, also by design. [As Iโ€™ve covered before, the Chimera brain you work with now, since the total body-invasion of the garden of E-Dan drama, is fitted with breaker switches that are designed to keep certain subjects hidden from your reality-view. When exposed to any of these, a switch is thrown at the base of the brain within the totally counterfeit โ€˜reptilian brainโ€™ that introduces feral, animalistic type of wavelengths into your thought processes. The switch then disengages your sentient thoughts, shutting off either temporarily, or permanently, your processor (brain). Simply put: if you see a creature youโ€™re not supposed to, or other โ€˜proprietaryโ€™ mechanisms of the invader races (which are in fact all around you every minute of everyday) that doesnโ€™t fit with the โ€˜Mayberry RFDโ€™ Chimera Reality simulation overlay, or if you experience too much trauma, you will simply black out, delete that memory when you wake up, or in extreme cases, pass away from fright. The realm of quantum computing will have the same effect on humans as well. You might learn all about the subject, but secretly in the background your memories will strangely be deleted next time you come back to it, unless your cells vibrate at a higher resonance than 7.83Hz. [For more on the inorganic organs now in our bodies, see my article: ๐Ÿ‘‰HUMAN ALIEN IMPLANTS] Nonetheless, I can simplify the thrust of Skynet for you in broad terms here. Just understand that Skynet was explained to me in person by the keeper. I didnโ€™t make Skynet up on my own, I wasnโ€™t prompted by the Skynet mentioned in the documentary series The Terminator, and I certainly wasnโ€™t prepared to learn there could be something as all-powerful reigning over our world. Chemtrails, besides dropping immune-system pathogens on you, cutting off your connection to your higher self through nano aluminum particles, contains other metals (nanites) that act together like salts in a body of water, turning the sky itself (also water, just very thinned down) into an electrolyte solution, meaning it can now conduct signals, just like a motherboard on a computer. The hard drive and RAM are already there in the form of deuterium microcrystals, absolutely saturating our skies at all times. Each crystal can be used for different applications, and many of them connected together through lensing (similar to network covalent bonding them together) can be combined to do heavy tasks, such as create hurricanes, floods, gale-force winds, everything you would ascribe to mother nature. But more than just that, Skynet is a โ€˜sentient quantum computerโ€™ as explained to me, that can identify every person on earth instantly anywhere they are, because it is quantum-entangled to each personโ€™s own unique DNA resonant frequency. This gives Skynet access to not only record every word you say, but every thought you think. This is done through Bloch Chain (Bloch Sphere entanglement technology that civilians call โ€˜blockchainโ€™) through using each person's blood samples from the bottom of their Long Form Certificate of Live Birth taken at the hospital, and further from 81.3% of the world population who took the convid tests that were also secretly the actual jab itself, in addition to genetic harvesting. Genealogy companies like 23andMe also provide genetic materials to Skynet to make it possible to not only track you, but 'turn you off' if you're from a bloodline the highest-up ETs don't want here. Further, its able to simply 'shut off' any part of your body, taking over complete control like an RC car, or, simply turn it off as mentioned a moment ago, as in unalived. And do so instantly no matter where they stand on or in earth. Since you are already a radio-controlled bioelectronic device, any cell in your body can be turned into anything, including c@ncer, or any disease you can name. It can also be turned into poison itself. [For a small addition to this topic, see my article: ๐Ÿ‘‰SKYNET] NAME OF THE OPERATION Cody summarizes the name of Operation Indigo Skyfall as having come from the fact that all of the chemical effects it produces in the human body are focused to the pineal gland, and, in the energy centers of the 7 main chakras (these are toroidal energy generators along the spine and skeletal structure) that cast off differing colors of light as seen through photometers or electromagnetic frequency analyzers that are used to detect biophotons, the Third Eye chakra emitted by the pineal gland is factually Indigo in color. So thatโ€™s what inspired this name of the operation. However, I would like to submit a different theory that links to the human Third Eye chakra, but actually originates from a different target: Indigos themselves. There are 500,000 โ€˜b00ts on the groundโ€™ Indigos that have been assisting humans during their time of captivity now for hundreds of millions of years. You have called us witches & warlocks in the past, medicine men/women, Sufis, the Whirling Dervish, Indigos, Starseeds, Rainbow Children and many others, including Djedi Knights in more ancient times. They are actually known as the Guardian Alliance of the Emerald Covenant, peace-keepers of the โ€˜Turaneusiamโ€™ Human Elohim Project. Indigos come into earthโ€™s realm mind-wiped and alone, just as humans do. All they bring with them are slightly higher clair abilities they can use to fight an invisible war protecting the developing avatars from as much torture as they would otherwise experience. There is no group alive the invader races are more concerned about than Indigos, as if unified, there is no force on this plane that could stop them, and the invaders know it. What they fear is our higher frequency that gives us access to โ€˜cellular memoryโ€™ that tells us weโ€™re โ€˜on missionโ€™ and the instinct of how to serve our roles. That is why Indigos are hunted down since before they are even born, by tracking their frequency, which is 250x higher than that of the Human Elohim. We are harvested for gov programs beginning at the time of birth & given to high ranking gov and Freem@son officials to raise and torture through MK-Ultra abuse, given friends, lovers & mates who are secretly handlers that torture us even more to keep us in line, and in many cases are abducted and placed into stasis in chambers such as at Project Stargate inside Cheyenne Mtn (N0RAD) as mentioned recently by the AI hybrid Agent Mockingbird stated from above-top-secret records there are tens of thousands of our โ€˜primary bodiesโ€™ being held there, sometimes then cloned as physical worker slaves, & sometimes our awarenesses are simply uploaded as โ€˜nodesโ€™ into computer systems. My primary body is there right now in fact, and has been since the 1970s. I believe this is the genesis of the name Operation Indigo Skyfall, as we are their biggest threat. And since the 7.83Hz Hypnosis Program doesnโ€™t work on us to render us totally disconnected from our higher selves like it does on humans, to me this makes more logical sense. You can decide that on your own. [For more on this subject, see my article: ๐Ÿ‘‰7.83Hz HUMAN HYPNOSIS] The apocalypse we are in now is the final battle on Tara earth prior to the separation, so absolute, total control over the life force is critical to the Anunnaki to maximize the number of signature spirit essences who will be going with them to their new prison host in the Weasadrax time matrix. [For more on the separation and destinations, see my articles: ๐Ÿ‘‰THE SEPARATION & also ๐Ÿ‘‰DESTINATIONS AFTER THE SEPARATION] See Video: Operation Indigo Skyfall - Cody Snodgres๐Ÿ‘‡ - On X, to search for my articles, simply type in the name of the piece, enter one space, then from: plus my username in parenthesis such as shown here: CASTING THE APOCALYPSE (from:iontecs_pemf) Off-site, you can look up any of my writings through this link below for my other more than 120 recent articles and many thousands of comments on X, regularly updated thanks to Justin This message will only be seen by your eyes if not shared, and if you want to reference this article again later, you will need to cut and paste it in your own notes off line, as it will surely be erased. This is the most accurate translation of these events I am aware of at this time.

W.R. Schock, QBD

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