DukeMukem (e/acc)

Space, Tech, Economics, and geopolitical enthusiast.

“Any sufficiently advanced technology is indistinguishable from magic.” - A. C. Clarke

[DukeMukem (e/acc) @DukeMukem]

The wannabe "mad king"

[Mario Nawfal @MarioNawfal]

🇺🇸 BREAKING:

A U.S. Air Force B-52 Stratofortress has crashed shortly after takeoff at Edwards Air Force Base, California.

Casualties unknown at this time.

One of America’s most iconic strategic bombers down. Investigation underway.

Source: @TabzLIVE on Telegram / Writer: Oliver

[Jason Cohen 🇺🇸 @JasonJournoDC]

💥NEW: CNN’s Fareed Zakaria *DELIVERS BRUTAL TAKEDOWN* of California’s “FAILING MODEL OF GOVERNANCE”💥

“The frustration is real and JUSTIFIED… it is a case study in how a rich society can spend more and more — while producing less and less of what its ordinary citizens need.”

[Just a Dude Who Invests @DudeWhoInvests]

The first candle we see when futures open later

[Velina Tchakarova @vtchakarova]

Former MI6 Chief Moore said: Without China, Russia would have lost war in Ukraine.

In fact, Russia would have never launched a full-scale war on Ukraine if it had not relied on the DragonBear amid new Cold War with the US. Wake up after five years of the biggest war on Europe!

[Polymarket Money @PolymarketMoney]

JUST IN: Andrej Karpathy, a top AI scientist at Anthropic, is reportedly barred from accessing the company’s most advanced AI model because he is not a U.S. citizen.

[Robert Armstrong @rbrtrmstrng]

Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:

[Evan @StockMKTNewz]

Google and Microsoft now have a combined AI backlog of more than $1 Trillion

- Google $GOOGL now has a $467.6 Billion revenue backlog up from $92.4B in the same quarter last year

- Microsoft $MSFT now has a $633B revenue backlog up from $321B in the same quarter last year

[Alex Rives @alexrives]

Together with UC Berkeley we are announcing the laser phase plate - a breakthrough in atomic resolution imaging. This is the brightest continuous wave laser in the world, 100 million times the intensity of the surface of the sun.

Phase contrast plays an important role in microscopy, but it was thought close to impossible for electron microscopy, where it would require interfering with an electron beam. Holger Mueller and Robert Glaeser proposed exactly this using a standing wave laser. It has taken over 15 years to make this a reality. Biohub partnered with UC Berkeley and Mueller to support this work and to engineer and build the technology.

Contrast has been the critical barrier to achieving atomic resolution imaging of the cell. In cryo-electron tomography, a cellular imaging technology that uses electron microscopy, the low contrast makes it impossible to resolve anything but the largest proteins within their cellular context. The laser phase plate removes that barrier.

With advances in AI this breakthrough in contrast will start to open up a new frontier in structural biology, that will allow us to see the molecular machines of the cell, and how they assemble into far more complex and dynamic systems, and understand how they work.

[Elon Musk @elonmusk]

Within ~5 years, probably ~5 times as many satellites as rest of world

[Graham Allen @GrahamAllen]

BREAKING: Hazmat teams are responding to a hazardous materials incident at the Pentagon in Arlington, Virginia.

I PRAY THAT EVERYONE IS OKAY!!!

[Bloomberg @business]

The Defense Department imposed a shelter-in-place order for part of the sprawling Pentagon building over an air-quality issue, according to a statement. https://t.co/C92xm5o31p

[OSINTdefender @sentdefender]

The Pentagon has instituted a lockdown following the detection of an "air quality issue". Officials are responding to the incident.

[Mark Mazzetti @MarkMazzettiNYT]

NEW: The former CIA officer found with more than 300 gold bars in his home worked closely with the Stephen Feinberg, the #2 Pentagon official, on a covert program to spy on China

[DukeMukem (e/acc) @DukeMukem]

Darwin award goes to...

[WarTranslated @wartranslated]

A drone crashed near a Russian serviceman, but its munition failed to detonate. He then decided to warm himself up next to it. Genius move.

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

Social Security benefits are going to be cut. The question is by how much.

[Velina Tchakarova @vtchakarova]

Meanwhile in the Indo-Pacific..
👇

[Bloomberg @business]

Elon Musk will virtually attend a closed door technology conference run by ASML to discuss his Terafab project, which the chip-equipment maker considers a “serious endeavor.” https://t.co/uuYSQeFXbz

[Barchart @Barchart]

The Top 1% of U.S. earners now have more wealth than the entire middle class

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

51% of the S&P 500's market cap is in stocks trading above 10x sales.

Half the index.

In 2002, after Sun Microsystems crashed 90%, CEO Scott McNealy famously said this about his own stock at 10x sales:

"At 10x revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. Zero costs. Zero R&D. Zero taxes. Zero employees. What were you thinking?"

He was explaining why investors had been insane to pay it.

Today, half the S&P 500 trades there.

Different decade. Same math.