🚨 WOW: New York CITY now spends more money than the entire STATE of Florida.
NYC's budget this year is $125.8 BILLION for under nine million people.
Florida's is $117.6 BILLION for more than 23 million.
New York State? $268 BILLION, more than double Florida, with millions FEWER people.
Florida just cut spending for the fourth year in a row, and DeSantis says the state has paid down 54% of its debt on his watch.
Same country. Same tax dollars. Totally different results.
Blue states don't have a money problem. They have a SPENDING problem.
1% of companies represent 90% of AI spending.
Of that 90%, 80% of this spend are from unprofitable VC backed companies.
So, roughly, $0.70-75 of every dollar of AI spending right now comes from AI companies spending VC investment dollars.
As a result, the revenue quality in AI is currently poor. This happened in previous cycles as well, like cloud when early users of AWS were mostly venture backed startups.
The thing, though, is that before AWS could scale and pull thru GCP and others as legitimate cash machines, there were a few clearing events to sort out these brittle revenues.
This is the extrapolation of Ken’s point. We will need to transition from speculative AI spending to consistent, reliable spend that shows up in public market earnings reports.
This hasn’t happened yet because most of the breathtaking revenue growth comes from LPs investing in VC funds who then send it to startups.
I asked Grok if the NYT or WP have shown any pictures of the rioters in France holding Palestinian flags.
The answer is no.
Why are these papers hiding the truth? Why are they sanitizing the news to protect Islamists?
It’s not Islamophobic to show pictures. It’s the truth.
Claude isn't a great musician (yet)
But this kind of video would be unfathomable to make even 6 months ago with previous LLMs
"Claudia Explains: Euclid"
Brad Gerstner asked Jensen Huang if AI revenue can grow fast enough to pay back trillions of dollars of capex.
Gerstner's numbers: the labs bring in about $200B this year, and that needs to double to $400B next year and $800B the year after.
Jensen says people only see "a couple of labs, but I see more than that."
His breakdown of Nvidia $NVDA's business:
About a third is classic computing with no AI at all, the frontier labs are about 25-30%, and thousands of startups that "rent Nvidia computers" make up much of the rest.
FT @JensenHuang@BradGerstner@bgurley@Bg2Pod
JUST IN: Canadian man wins city council election after telling voters he has no idea what he's doing, doesn't enjoy politics, & is unqualified for office.
THERE IT IS 🚨 Fox News Senior Editor of Investigation finds the mass protests in France are linked to 50 organizations, many are the SAME PAID PROTEST NETWORKS OPERATING IN AMERICA
“Most of them are Communist, Socialist and Far-Left groups — 2 of them are really strong Islamist groups. So you have this nexus of the red, which is the Far-Left and the Socialists and Communists, with the green, which is the Muslim and Islamist groups. And so, following the money brought me right back to New York City”
The investigation finds its the exact same organizations that are funding ICE protests and pro-Palestine protests and many other protests in America
It’s all paid and organized destruction of western civilization
“There is this global network of the socialists and communists that are working with anyone that they can in order to bring mayhem”
I looked into it and here’s a detailed breakdown of the groups
Communist and socialist youth groups:
- Communist Youth of Greece
- La Jeunesse Communiste (visible with hammer-and-sickle and “Class War” banners)
- Le Poing Levé (“The Raised Fist”; linked to Révolution Permanente)
- Union de la Jeunesse Communiste (UJC)
Communist, Marxist, Trotskyist and Revolutionary-Socialist Organizations
- International Communist League (Trotskyist)
- Jeunesse du Monde (linked to Organisation Communiste de France)
- La France insoumise (LFI / France Unbowed)
- Nouveau Parti anticapitaliste – L’Anticapitaliste (NPA)
- Organisation communiste révolutionnaire
- Parti communiste français (PCF; French Communist Party; leader Fabien Roussel publicly supported demonstrators)
- Parti des Indigènes de la République (PIR)
- Parti de l’égalité socialiste (Trotskyist)
- Revolutionary Communist Group (British)
- Révolution Permanente (Trotskyist)
- World Socialist Web Site (Trotskyist media)
Muslim Student and Pro-Palestine Organizations
- Union juive française pour la paix (UJFP)
- Urgence Palestine
Here are the troops in America tired to funding and organizing the protests:
- BreakThrough News (New York based; Neville Roy Singham network)
- Indian Alliance Paris (Neville Roy Singham network and People’s Forum ties)
It’s one global network of liberal organizations partnering with Muslims to bring down the West
🇫🇷 “She is a Sister - Don’t Loot here - go there”
Islamist Rioters identify shop owner as fellow Muslim just before they were about to destroy her Life.
Coming to a Europe near you
BREAKING: Newly revealed internal Hamas documents reportedly show plans to booby-trap civilian areas, blame Israel for the destruction, and count on Western media to spread the narrative.
How much of the destruction we see in Gaza was actually done by Hamas?
Let me fix that tweet for you:
1. The people rioting in Paris are criminals who are committing crimes.
2. Destroying hard-working people’s businesses is evil and not a valid form of protest.
Obama knew Hillary Clinton’s plan was to falsely tie Donald Trump to Russia in 2016, he greenlit the hoax despite knowing it was a lie.
Here are then CIA Director John Brennan’s own notes proving it:
“Cite alleged approval by Hillary Clinton on 26 July of a proposal from one of her foreign policy advisors to vilify Donald Trump by stirring up a scandal claiming interference from the Russian security services.”
Obama (POTUS): “Any evidence of collaboration between Trump campaign & Russia”
A strong personal brand is THE most valuable business asset you can build.
One of the most interesting ways I’ve seen for building your brand/getting media placements is a free GitHub repo called Newsjack (https://t.co/klSYbnCxan)
Built by @elvissun, it’s basically a set of agent skills designed to turn your agent into a PR specialist.
Here's how to use it:
1. Install it. Give this prompt to your agent (I use a dedicated Grok Bot for this): "help me install https://t.co/itPF7SncMq from the github repo and setup a daily newsjack monitoring for my company."
2. Run /pr-strategist. It works out your audience, positioning, and news pegs before you pitch anything.
3. Run /voice-extractor. Give it 5-20 past writing samples. It checks drafts against your voice and strips the AI tells.
4. Run /newsjack-monitor-setup. Enter your expertise, topics, competitors, and RSS feeds once. Then /newsjack-detector flags fresh stories you have the credibility to participate in.
5. Run /angle-generator. It turns one fact into 3-7 story angles shaped for journalists (it won’t invent facts which is an important feature).
6. Run /find-journalists for a small, fit-checked media list. Then /same-outlet-ranker picks the one right reporter at each outlet.
7. Run /meanest-editor. It roasts your pitch like a veteran PR director before you send it.
8. Run /reactive-comment on HARO and Qwoted requests. It only drafts a reply when your expertise is a real fit.
Obviously you still review and send every pitch yourself.
But this is a really cool, free way to begin getting some media placements and backlinks to your website which is great for building credibility in your niche.