"A good plan violently executed now is better than a perfect plan executed next week." George Patton
Manhattan, NY
Joined February 2022
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Turska polako, i bez ikakvog otpora masaaassskve odvaljuje komad po komad centralne Azije u svoju interesnu zonu.
Kina je de fakto vlasnik sirovina, jer kad imaš jednog kupca on nije kupac nego tvoj vlasnik, Turska preuzima nekadašnje sojutske “stane”, Ukrajina demolira kompletnu naftnu industriju. 400k+ mrtvih, 225k nestalih, 5-7x obogaljenih. U izbeglištvu svako sa pola mozga i pasošem.
Potpuna implozija.
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⚡️Senator Blumenthal to introduce legislation supporting Ukraine, call for new US negotiators, Starlink controls.
kyivindependent.com/senator-…
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🇫🇷 FLASH - LFI a dévoilé le programme de Jean-Luc Mélenchon pour la présidentielle de 2027. Parmi les propositions :
- Autoriser jusqu’à 3 jours d’arrêt maladie autodéclaré, sans consulter de médecin.
- Accorder 7 jours de congé après le décès d’un ami.
- Porter le SMIC à 1.700€ net par mois, soit une hausse de 220€.
- Ramener l’âge de départ à la retraite de 64 à 60 ans, avec une retraite à taux plein après 40 années de cotisation.
- Réduire progressivement la durée du travail à 32 heures par semaine.
- Instaurer un service écologique obligatoire de 9 mois pour les moins de 25 ans, rémunéré au SMIC.
- Faire rembourser les soins à 100% par la Sécurité sociale.
- Prendre en charge les séances de psychothérapie des moins de 26 ans.
- Fixer un plafond de 12 millions d’euros pour les héritages.
- Augmenter les APL de 10% pour aider à payer les loyers.
- Bloquer les prix de certains produits essentiels afin de limiter les hausses excessives.
- Revaloriser les salaires des fonctionnaires.
- Garantir un revenu minimum aux jeunes grâce à une allocation.
- Proposer aux étudiants des repas à 1€.
- Limiter à 1 pour 20 l’écart entre les rémunérations au sein d’une même entreprise.
- Soumettre les aides publiques aux entreprises à des engagements sociaux et écologiques.
- Rétablir l’ISF afin d’accroître l’imposition des grandes fortunes.
- Mettre en place la taxe Zucman pour taxer davantage les milliardaires.
- Répartir l’impôt sur le revenu en 14 tranches pour augmenter la contribution des plus riches.
- Engager une sortie progressive du nucléaire.
- Atteindre une production d’électricité issue à 100% des énergies renouvelables d’ici 2060.
- Interdire les vols entre 23h et 6h.
- Suspendre les zones à faibles émissions (ZFE), qui restreignent la circulation des véhicules les plus polluants dans certaines villes.
- Passer de la Ve à la VIe République en donnant davantage de pouvoir aux citoyens.
- Supprimer le 49.3, qui permet au gouvernement de faire adopter un texte sans vote.
- Intensifier la lutte contre les discriminations, notamment au sein de la police.
- Reconnaître comme crime d’État le massacre des Algériens du 17 octobre 1961.
- Renégocier les traités européens et refuser l’application de certaines règles européennes jugées incompatibles avec le programme.
- Quitter progressivement le commandement militaire intégré de l’OTAN.
- Soutenir la création d’un État palestinien aux côtés d’Israël.
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❗️Democrats in the US Congress are preparing a new military aid package for Ukraine of about $15 billion, which they may try to include in the National Defense Authorization Act (NDAA) before the end of the current congressional session. They are also strengthening sanctions against Russia, prioritizing energy support for Ukraine, tightening control over Starlink services, and revising the Graham Act. Additionally, they plan to investigate the business interests of Trump’s envoys Witkoff and Kushner, according to the Financial Times.
💪Israeli Opposition Leader Tapped to Try to Form Government nytimes.com/2026/11/07/world… via @NYTimes
Alex 🇺🇸 retweeted
In case you’re keeping score, Things that died this week:
The Republican majority
JD Vance’s political future
Election denialism
A Red Texas
Russell Brand’s freedom
Laura Loomer’s podcast
Trump on the ballot
LIV golf
Mike Johnson’s relevance
NY 21’s dignity
Katie Miller’s voting ability
The “manosphere”
Cyber trucks
Susie Wiles’s NDA
MAGA influencers’ Iran war support
“Total immunity”
Pete Hegseth’s sobriety
Mid-census redistricting
Elon’s $500 million
Vivek Ramaswamy’s concession call
TPUSA
Susan Collins’ “concerns”
But don’t worry…it’s nothing Stephen Miller can’t solve.
Kao loš film
The story keeps getting crazier. To recap everything that has been reported so far:
- The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT)
- Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg)
- The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT)
- The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT)
- Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia.
- Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia.
- Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia.
- Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world.
What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point.
The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.
Alex 🇺🇸 retweeted
Message from the American people received by Trump.
His response: let’s go with little Himmler.
Najodvratniji automobil svih vremena nestaje sa proizvodnih traka bloomberg.com/news/articles/…
Alex 🇺🇸 retweeted
Watching all these Republican attempts to explain why they lost the election is painful, because they cannot come out and say one simple truth. They handed the party to a corrupt, criminal, dictator-loving, economic and strategic idiot--who proceeded to be all of these things.
Mislim da je strah investitora u AI industriju zbog problema sa data centrima usmeren na pogrešan problem. Svi koji ovde živimo znamo da svaki američki političar skine revolucionarnu uniformu i postane praktičan T+1 posle pobeđenih izbora. Moratorijum na data centre je vrlo, vrlo, VRLO neizgedan ishod. Suviše su bitni lokalnim ekonomijama, suviše su veliki deo ekonomskog rasta, bitni su strateškom pozicioniranju države, globalnoj trci u tehnološkom napretku; izvođači radova plaćaju ludački inflatorne cene zaposlenima (električari rutinski prave $60 i više na sat i rade 7 dana nedeljno u delovima zemlje gde kuća košta $100,000.)
Uslovi će biti definisaniji, sopstveni izvor energije nešto što će verovatno biti uslov svih uslova za dobijanje dozvole, ali to je to.
AI industrija ima drugi i mnogo veći problem, a to je cena pozajmljivanja i fakt da je svet, koji je do skoro bio zatrpan štednjom, sada net short capital zbog javnog pozajmljivanja i deficita, odbrambene industrije i AI capexa. Revaluacija kompletne industrije je počela letos. Juče je bio dan kad je politički rizik osporenih izbora, legalnog pičvajza etc izvađen iz globalnog marketa zbog razmera gubitka GOP koji je to bulažnjenje jednostavno uklonio kao pretnju.
Danas je nastavak marketa od sredine oktobra koji, uz probleme sa kreditnim rizikom takodje identifikuje probleme sa monetizacijom AI infrastrukture. Za ovakav i ovoliki capex, rast plaćenog korišćenja AI modela jednostavno nije dovoljan. I to je nešto oko čega će se lomiti koplja i što će biti izvor volatilnosti na mnogo duže staze.
Kao što rekoh:
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
Koliko je bolestan od zla.
Q: Putin right now kills Ukrainian civilians in their apartments, in their buses, in their schools, he's targeting civilians all the time. Did you bring that up?
Trump: I always bring it up and I also bring it up the other way because, the other way, they kill too—a lot of people are being killed. Both sides.
30% šansa, možda i viša. I ima dosta smisla jer svakom Nixonu treba Ford.
Nate Silver Says He Has 'Weird Intuition' Trump May 'Quit' Presidency mediaite.com/media/podcasts/…
