The Real Mr. Boddy retweeted
Jensen was an existential risk to Anthropic so they deleted him.
I guess that was positive EV in their twisted effective altruistic framework
็ฐๅจๅบๆฌๅฏไปฅ็กฎๅฎ๏ผAnthropicๅฐฑๆฏ่ฟๆฌก้ๅฏน้ปไปๅๆน้ป่กๅจ็ๅนๅ้ปๆใๅ็บฝ็บฆๆถๆฅ็ๆ่้ปๅAlice็งไบ็๏ผๆญฃๆฏAnthropic่ๅๅๅงไบบJack Clarkใ่ไปๆ้ๆๆ็Anthropic่ก็ฅจๆฏDario่ฟๅค200ไธ่กใ้คไบๆไนๅๅๆ่ฟ็ๅๆนๅจๅฏนๅ่ฏ็ๅบๅฃ้ฎ้ขไธ็ๅๆญงไนๅค๏ผ่ฟๆไธไธชๅ ไนๆฒกไบบ่ฎจ่ฎบ่ฟ็ๅ
ณ้ฎ้ฎ้ขใ
่ฑไผ่พพๅ
ถๅฎๆฉๅฐฑๅๅคไบฒ่ชไธๅบ๏ผ่ทAnthropicๅOpenAIๆข้ฅญ็ขไบใไปๅนด6ๆ๏ผ่ฑไผ่พพๅฎฃๅธไบNemotron 3 Ultra๏ผไธไธชๆฅๆ5500ไบฟๅๆฐ็ๅผๆพๆ้ๆจกๅใ่้ปๅจๅไธชๆๅ็่ฟๆฎต้่ฎฟ้็่ณไบฒๅฃ่ฏด๏ผNemotronๅทฒ็ปๅฏไปฅ่ทClaude Opus็ธๆๅนถ่ฎบ๏ผๅ
ทๅคๆฅ่ฟๅๆฒฟๅคงๆจกๅ็่ฝๅ๏ผ่ไธๆๆฌ่ฟไพฟๅฎๅพๅคใ
ไฝ ็ซๅจAnthropic็่งๅบฆๆณๆณ๏ผๅฆๆ่ฟๆถๅ่ฟๅไปฅๅพ
ๆฏ๏ผ้ฃไธๅฐฑๆฏ็ญๆญปๅ๏ผไธๆน้ข๏ผไฝ ๆดไธชๅ
ฌๅธ็ๅฝ่้ฝๆๆกๅจ่ฑไผ่พพๆ้๏ผๅ ไธบ่ฎญ็ปๅ่ฟ่กๆจกๅ้ฝ็ฆปไธๅผๅฎ็GPUใๅฆไธๆน้ข๏ผๆข็ถ่ฑไผ่พพ่ชๅทฑๆๆก็AIๆจกๅๆๆ ธๅฟ็็ถ้ขโโ็ฎๅ๏ผ้ฃๅฎๅญไปไนไธ่ชๅทฑ่ฎญ็ปๅคงๆจกๅ๏ผ็ดๆฅ่ทไฝ ็ซไบ๏ผAIไบงไธๅฐฑๅไธไธชไบๅฑ่็ณ๏ผ่่ฑไผ่พพๅฎๅ
จๆๆฝๅๆ่ฟไบๅฑๅ
จ้จๅไธๆฅใ
The Real Mr. Boddy retweeted
if this is true, then rubio is traitorous trash, and straight up deserves criminal charges.
this whole administration has been unmitigated garbage.
The Real Mr. Boddy retweeted
Was Jensen Taken Out Over Open Source? Sacks Says Anthropic's 'Safetyist' Allies Want Full Government Control Over Models & Chips zerohedge.com/ai/was-jensen-โฆ
The Real Mr. Boddy retweeted
It's remarkable, with all of the sanctimonious pearl clutching going on right now, that so many have forgotten that Dario's wife:
1) Is an extremely close advisor to Anthropic and Dario himself
2) Has ties to the late pedo sex trafficker Jeffery Epstein
3) Wanted to start a "revolutionary porn company" with his financing
These are the same people (Dario, wife, et al) that want to lecture us from their ivory towers about ethics, AI safety and how we should shape the future of this technology.
And yet they are some of the most slimy and disgusting parasites the world has ever seen.
They want to monopolize AI, destroy competition and are willing to anything, and I do mean anything, to realize that dystopian dream.
The Real Mr. Boddy retweeted
Jimmy Saville abused ~450 children over a 50 year period.
Keir Starmer - the Director of Public Prosecutions - declined to prosecute.
The case file was later destroyed.
And the BBC covered it up.
The Real Mr. Boddy retweeted
Bill Gates, the man who invented Microsoft talked about a necessary cyberattack event being needed just 4 days ago.
Eerily reminiscent of Bill Gates talking about a Pandemic in the lead up to Covid 19. Namely right before Event 201.
The Real Mr. Boddy retweeted
The Singaporean government was forced to publicly call out the Wall Street Journal for fabricating stories about Alice Huang. Before the current editorial shift, the WSJ actually provided top tier reporting on China. But after 2015, journalistic standards completely tanked, paving the way for biased narratives from reporters like Wei Lingling. The agenda is painfully obvious to anyone paying attention. Legacy media outlets have transformed from objective observers into active weapons for corporate and political warfare. When you cannot compete on innovation, you simply weaponize the press to destroy the competition.
I think something is fundamentally broken inside the AI labs. Let me explain why.
Look at the builders. Elon in 2008, Tesla and SpaceX both weeks from death, putting his last dollars on the table. Jensen running Nvidia for years under the motto "we're 30 days from going out of business." Travis, kicked out of the company he built with his own hands. Building a company is a machine for humility. Reality hits you every single day. Customers don't care about your vision. Payroll doesn't care about your ego. The market punishes you the moment you start believing your own story. That's why real founders, whatever you think of them, end up grounded. They've been humiliated by reality enough times to know they can be wrong.
Dario's story started well. He left OpenAI at the end of 2020, with a group of researchers, because he didn't like how things were being run there. And on Sam, history proved him right: a board that fired him for not being "consistently candid," the war with Elon over turning a nonprofit into a profit machine, the Scarlett Johansson voice episode. Dario looked at all that and said: not like this. I genuinely believe he was sincere at the start.
But I think he got corrupted by two things.
The first is hubris. Five years from founding to one of the biggest IPOs in history. When the world validates everything you say that fast, you stop hearing the word no. You never get the humbling years Jensen and Elon got.
The second is a deeply collectivist vision of how humanity should be managed. The idea that AI is too dangerous for the many, so a small enlightened group must decide for everyone: who gets chips, which countries, which companies, which models. Jensen summed it up better than anyone: "He thinks AI is so scary, but only they should do it." That's not safety. That's central planning with a moral halo.
Now look at the last two weeks. Jensen goes down in a personal scandal. His private life is his business and his board made its call. But look at who was pushing. Anthropic put $40M into a political group that funded super PACs backing lawmakers who then co-signed the letter demanding Jensen explain himself. The man who stood in the way of chip export bans, the man Trump personally called to tell him to fight for his job, is gone. Days before Anthropic's IPO. And Nvidia is one of Anthropic's investors, which makes the whole thing even stranger.
I'm not saying Dario orchestrated it. Nobody has proven that. But Anthropic and this administration have been at war over AI policy for a long time, and Jensen was the industry's bridge to this White House. When the lab that preaches humility funds the political machine that ends up taking down its biggest ideological opponent, you're allowed to ask questions.
That's the core problem. People who've never been humbled by reality, convinced they're saving humanity, holding the most powerful technology ever built. That's the most dangerous kind of power: the kind that thinks it's virtuous.
Builders build. They don't take down other builders.
The Real Mr. Boddy retweeted
ูุฐุง ุงูููุฏูู ุงูุฃูุซุฑ ุงูุชุดุงุฑูุง ูู ุฃู
ุฑููุง!
ููุงุฉ ุงู
ุฑูููุฉ ุชุนุชุฑู ุนู ุบูุฑ ูุตุฏ ุจุฃู ุงูุญููู
ุฉ ุงูุฅุณุฑุงุฆูููุฉ ุชุชุญูู
ููู
ุง ูุณู
ุญ ููุดุนุจ ุงูุฃู
ุฑููู ู
ุดุงูุฏุชู!
ู
ุฐูุนุฉ ุงูุ CNN ุนูู ุงูููุงุก ู
ุจุงุดุฑุฉ: ยซูุญู ูุง ูุนุฑุถ ููู
ุฐูู ูุฃู ุงูุญููู
ุฉ ุงูุฅุณุฑุงุฆูููุฉ ูุง ุชุณู
ุญ ููุง โ ููุง ุชุฑูุฏ ู
ูุง โ ุฃู ููุธูุฑ ู
ู ุฃูู ูุฏ ูููู ุฐูู ูุฏ ุฃุชูยป.
hey claude track all the public appearances of every CEO of every S&P company, identify any recurring characters and analyze the footage for physical contact or loving glances with possible secret lovers, if confidence >70% place a multimillion dollar leveraged short on the company and anonymously send proof to the nyt and wsj
Steamy photos show ex-Nvidia boss with alleged Chinese spy lover as company faces legal peril trib.al/QPHBZLj
The Real Mr. Boddy retweeted
The World Economic Forumโs โCYBER PANDEMICโ appears to be operational.
Bill Gates said we were gonna get hit with imminent cyberattacks just days before the nationwide ground stop.
Just like he knew that COVID was coming two months before it hit with Event 201.
Klaus Schwab has already declared that โitโs high time for a Great Reset,โ while warning of cyberattacks that shut down critical infrastructure.
Any nefarious plans must be dealt with by law enforcement as soon as possible.
The TERMINATOR PSYOP is fully operational.
AI false-flag risk is now HIGH.
The playbook is simple:
Terrify the public with an AI catastrophe โ demand emergency regulation โ make compliance impossibly expensive โ crush smaller competitors โ consolidate advanced AI into a handful of corporations.
The โsolutionโ to dangerous AI becomes centralized control of AI.
This could create the most powerful system of surveillance, censorship, and control ever built.
The Real Mr. Boddy retweeted
This story is getting wilder by the minute. ๐ Meet Michael Alfonso. Sean Duffyโs son in law. Guess who funded his campaign? ๐คจ
So let me get this straight. An A.I. startup gave to Sean Duffyโs son in lawโs campaign for congress.
Then Sean Duffy and the FAA gave that same company a 12 year, $875M contract for their A.I. air traffic control system.
That same traffic system went live nationwide Nov. 10.
Three days later, the FAA had to ground all flights because the system failed.
Ok. Lock em all up.
The Real Mr. Boddy retweeted
IMF๊ฐ AI ํ์ ์ฝํ ์ํ์ถ์(Circular Financing) ๊ฑฐ๋ ๊ท๋ชจ๊ฐ ๋ฌด๋ ค 1.4์กฐ ๋ฌ๋ฌ(ํํ ์ฝ 1,900์กฐ ์)์ ๋ฌํ๋ค๊ณ ๊ณต์ ๊ฒฝ๊ณ ์ฅ ๋ ๋ฆผ ใ
ใทใท ๐คฏ
ํ ์ค๋ก ์์ฝํ๋ฉด ๋น
ํ
ํฌ๋ ์นฉ ๋ฉ์ด์ปค๋ค์ด ์๊ธฐ๋ค ๋ฌผ๊ฑด ์ฌ์ค ๊ณ ๊ฐ์ฌํํ
ํฌ์ํ๊ณ ๋น๋ณด์ฆ ์์ค ๋ค์, ๊ทธ ๋์ด ๋๊ณ ๋์ ๋ค์ ๋น
ํ
ํฌ ๋งค์ถ๋ก ์ฐํ๋ ๊ฑฐ๋ํ ๋๋ ค๋ง๊ธฐ ๊ตฌ์กฐ์ ใ
ใ
์ง๊ธ ์์ฅ์ ๊ณต๊ฐ๋ AI ์ํ ๊ฑฐ๋ 17๊ฐ ์น ๋ค ์ ๋ฆฌํจ. ์ซ์ ๊ท๋ชจ๊ฐ ์ง์ง ์ ์ ๋๊ฐ์.
1. ์๋น๋์ $NVDA โ ์คํAI
์๋น๋์๊ฐ ์คํAI์ 300์ต ๋ฌ๋ฌ ํฌ์ํ๊ณ , ์คํ์ด์ค ๋ฐ์ดํฐ์ผํฐ ๋ฆฌ์ค๋ ์ต๋ 1,050์ต ๋ฌ๋ฌ ๋ณด์ฆ ์์ค. ์คํAI๋ ๊ทธ ๋ฐ์ดํฐ์ผํฐ๋ฅผ ์๋น๋์ ์นฉ์ผ๋ก ๊ฝ๊ฝ ์ฑ์.
2. ์ค๋ผํด $ORCL โ ์คํAI
์คํAI๊ฐ ์ค๋ผํด์ด๋ 3,000์ต ๋ฌ๋ฌ์ง๋ฆฌ ํด๋ผ์ฐ๋ ๊ณ์ฝ ๋งบ์. ์ค๋ผํด์ ์ด๊ฑฐ ์ง์ด์ฃผ๋ ค๊ณ ์๋ํด์ ๋น๋ด๋ ์ค์.
3. ๋ง์ดํฌ๋ก์ํํธ $MSFT โ ์คํAI
๋ง์๊ฐ ์คํAI ์ง๋ถ ์ฝ 27% ๋ค๊ณ ์๊ณ , ์คํAI๋ ๋ง์ ์ ์ (Azure) ํด๋ผ์ฐ๋์ 2,500์ต ๋ฌ๋ฌ ์ฐ๊ธฐ๋ก ์ฝ์ ํจ.
4. ์ํํธ๋ฑ
ํฌ โ ์คํAI
์ํํธ๋ฑ
ํฌ๊ฐ ์คํAI์ 646์ต ๋ฌ๋ฌ ๋๋ ค ๋ฐ์๊ณ , ์คํAI๋ ์ํํธ๋ฑ
ํฌ ์ํ์ฌ SB์๋์ง ๋ฐ์ดํฐ์ผํฐ ๋น๋ ค ์.
5. ์๋ง์กด $AMZN โ ์คํAI
์๋ง์กด์ด ์คํAI์ ์ต๋ 500์ต ๋ฌ๋ฌ ํฌ์ ์ค์ด๊ณ , ์คํAI๋ ์๋ง์กด ํด๋ผ์ฐ๋ ๊ณ์ฝ์ 1,000์ต ๋ฌ๋ฌ ์ถ๊ฐ ํ๋ํจ.
6. AMD $AMD โ ์คํAI
AMD๊ฐ ์คํAIํํ
์์ฌ ์ฃผ์ ์ต๋ 1.6์ต ์ฃผ๋ฅผ ์ฃผ๋น 0.01๋ฌ๋ฌ(์ฌ์ค์ ๊ณต์ง)์ ์ด ์ ์๋ ์๋ฐํธ ์ค. ๋๊ฐ๋ก ์คํAI๋ AMD ์นฉ ์ฌ์ค.
7. ๊ตฌ๊ธ $GOOGL โ ์ค์ค๋กํฝ
๊ตฌ๊ธ์ด ์ค์ค๋กํฝ์ ์ต๋ 400์ต ๋ฌ๋ฌ ํฌ์ํ๊ณ , ์ค์ค๋กํฝ์ ๊ตฌ๊ธ ํด๋ผ์ฐ๋์ ์ต์ 1,210์ต ๋ฌ๋ฌ ์ฐ๊ธฐ๋ก ์ฝ์ ํจ.
8. ์๋ง์กด โ ์ค์ค๋กํฝ
์๋ง์กด์ด ์ค์ค๋กํฝ์ ์ต๋ 330์ต ๋ฌ๋ฌ ํฌ์ํ๊ณ , ์ค์ค๋กํฝ์ AWS์ ์ต์ 1,100์ต ๋ฌ๋ฌ ์ฝ์ ํจ.
9. ๋ธ๋ก๋์ปด $AVGO โ ์ค์ค๋กํฝ
์ํ๋ค์ด ํน์๋ชฉ์ ๋ฒ์ธ(SPC)์ 630์ต ๋ฌ๋ฌ ๋์ถํด์ค์ ๋ธ๋ก๋์ปด ์นฉ ์ฌ๋ค๊ฐ ์ค์ค๋กํฝ์ ๋ฆฌ์คํด์ค. ๋ธ๋ก๋์ปด์ ๊ทธ ์นฉ ์ค๊ณ ์์กด๊ฐ์น๊น์ง ๋ณด์ฆ ์์ค.
10. ๋ง์ + ์๋น๋์ โ ์ค์ค๋กํฝ
๋์ด ํฉ์ณ ์ต๋ 150์ต ๋ฌ๋ฌ ํฌ์ํ๊ณ , ์ค์ค๋กํฝ์ ๋ง์ ํด๋ผ์ฐ๋์ ์ต์ 449์ต ๋ฌ๋ฌ ์ฝ์ ํจ.
11. ์คํ์ด์คX $SPCX โ ์ค์ค๋กํฝ
์คํ์ด์คX๊ฐ 400์ต ๋ฌ๋ฌ ๋์ถ ๋น๊ฒจ์ ์๋น๋์ ์นฉ ์ฌ๊ณ , ๊ทธ ์ปดํจํ
ํ์๋ฅผ ์ค์ค๋กํฝ์ ํ. ์ฐธ๊ณ ๋ก ์๋น๋์๋ ์คํ์ด์คX ์ฃผ์ฃผ์.
12. ์๋น๋์ โ ์ฝ์ด์๋ธ $CRWV
์๋น๋์๊ฐ ์ฝ์ด์๋ธ ์ง๋ถ ์ฝ 11% ๋ค๊ณ ์๊ณ , ์ ํ๋ฆฌ๊ณ ๋จ๋ ์ฉ๋ 63์ต ๋ฌ๋ฌ์ด์น ์ฌ์ฃผ๊ธฐ๋ก ๋ณด์ฅํจ. ์ฝ์ด์๋ธ๋ ๋น์ฐํ ์๋น๋์ ์นฉ ์ผ.
13. ์๋น๋์ โ ๋ค์คํด๋ผ์ฐ๋
์๋น๋์๊ฐ ์ค์ํ AI ํด๋ผ์ฐ๋ ์
์ฒด๋คํํ
์ 360์ต ๋ฌ๋ฌ์ด์น ์ฉ๋ ์ฌ์ฃผ๊ธฐ๋ก ์ฝ์ํจ. ์๋ค๋ ๊ทธ ํ์ ๋งค์ถ ๋ด๋ณด๋ก ๋์ถ๋ฐ์์ ์๋น๋์ ์นฉ ์ผ.
14. ๋ง์ โ ์์ค์ผ์ผ, ๋ค๋น์ฐ์ค $NBIS, ์์ด๋ $IREN
๋ง์๊ฐ ์๋ค๋ ์ต๋ 709์ต ๋ฌ๋ฌ ๊ณ์ฝ ๋งบ์ด์ฃผ๊ณ , ์๋ค๋ ๊ทธ ๋ ๋ฐ์์ GPU ์ฌ๋ค์.
15. ๊ตฌ๊ธ โ ์ ์ง ๋นํธ์ฝ์ธ ์ฑ๊ตด์
์ฒด๋ค
๊ตฌ๊ธ์ด ํ
๋ผ์ธํ $WULF, ์ฌ์ดํผ๋ง์ด๋ $CIFR ๋ฐ์ดํฐ์ผํฐ ๋ฆฌ์ค ์์ญ์ต ๋ฌ๋ฌ ๋ณด์ฆ ์์ฃผ๊ณ ๋๊ฐ๋ก ์๋ค ์ง๋ถ ์ฑ๊น.
16. ๋ฉํ $META โ ๋ธ๋ฃจ์์ธ $OWL
ํฉ์๋ฒ์ธ์ผ๋ก 273์ต ๋ฌ๋ฌ์ง๋ฆฌ ๋ฐ์ดํฐ์ผํฐ ์ง๊ณ , ๋ฉํ๊ฐ 280์ต ๋ฌ๋ฌ ๊ท๋ชจ ๋ณด์ฆ์ผ๋ก ๋ท๋ฐฐ ์์ค.
17. ์ค์ค๋กํฝ IPO
์นฉยทํด๋ผ์ฐ๋ ๊ณต๊ธ์ฌ์ธ ์๋น๋์, ๊ตฌ๊ธ, AMD, ๋ง์ดํฌ๋ก $MU, ๋ธ๋ก๋์ปด, ๋ง์๊ฐ ์ค์ค๋กํฝ IPO ์ง๋ถ 260์ต ๋ฌ๋ฌ์ด์น ์ฌ์ค. ์ ์ ์ค์ค๋กํฝ์ ์ด ํ์ฌ๋คํํ
์์ผ๋ก ๋ด์ผ ํ ๋๋ง ์์ฒ์ต ๋ฌ๋ฌ์ ๐
์ด๊ฒ ์ ์ค์ํ๋๋ฉด, ๋์ด ๊ณ์ ๋๊ณ ๋น์ด ๊ตด๋ฌ๊ฐ๋ ๋์์๋ ๋น
ํ
ํฌ๋ถํฐ ๋ฐ๋์ฒด, ๋ฐ์ดํฐ์ผํฐ๊น์ง ์ ๋ถ ๋ถ๊ธฐ๋ง๋ค ์ด๋ ์ํ๋ผ์ด์ฆ ์ฐ์ผ๋ฉด์ ๋งค์ถ์ด ๋ฏธ์น ๋ฏ์ด ๋ก์ํ๋ ๊ฒ์ฒ๋ผ ๋ณด์.
๊ทผ๋ฐ ํต์ฌ์ ์ด๊ฑฐ์. ์ด 1.4์กฐ ๋ฌ๋ฌ์ง๋ฆฌ ํํฐ๋ ์ค์ ์ต์ข
์๋น์๋ค์ด AI ์๋น์ค์ ๋์ ํํ ์จ์ค์ผ ์ ์ง๋๋ ๊ตฌ์กฐ์. ๋ง์ฝ ์ต์ข
๋จ ์์ตํ๊ฐ ๊ธฐ๋๋ณด๋ค ์๋ํ๋ ์๊ฐ, ๋ฐ๋จ์์ ๋น๋ด์ ์ผํ์ค(CAPEX) ๋๋ฆฌ๋ AI ๋ชจ๋ธ์ฌยท๋ค์คํด๋ผ์ฐ๋๋ถํฐ ํฐ์ง๊ณ , ์ง๋ถ ํฌ์์ ๋ฆฌ์ค ๋ณด์ฆ๊น์ง ์ฝํ ๋น
ํ
ํฌ๋ค๊น์ง ์ฐ์์ ์ผ๋ก ๋๋ฐฐ๊ธฐ ๊นจ์ง ์ ์๋ค๋ ๊ฒ IMF์ ํฉํธ ํญ๊ฒฉ์.
๊ฒฐ๋ก : ๋ ๋ ๋๋ ์ธ์์์ ์ ์ผ ํ๋ คํ ์๊ตฌ๊ธฐ๊ด์ธ๋ฐ, ํํ ๋ฉ์ถ๋ ์๊ฐ ์ญ๋๊ธ ๋๋ฏธ๋
ธ๋ก ๋ณํ ์ ์์ผ๋ ๋งค์ถ ์ซ์ ๋ค์ ์จ์ ๋ณด์ฆ์ด๋ ๋ถ์ฑ ๊ท๋ชจ๋ ๊ผญ ์ฒดํฌํด์ผ ํจ.
โป ํน์ ์ข
๋ชฉ ๋งค์ยท๋งค๋ ์ถ์ฒ์ด๋ ํฌ์ ์๋ฌธ ์๋. ํ๋จ๊ณผ ์ฑ
์์ ๋ณธ์ธ์๊ฒ (Not Financial Advice)
The Real Mr. Boddy retweeted
โThe CIA spent a year wiretapping Jensen and couldnโt produce evidence of espionage.โ
Yet Jack Clark, co founder of Anthropic, leaked the story to NYTimes which became the judge, jury, and executioner.












































