Radical Radials

CEO (intelligence, risk). Hospitalized 4 continents. Produced playwright. Edited S. Shepard. Nix Acela bubble, serial midwesterneur. 200/half were my minimums.

[Radical Radials @EchelonRight]

Jamie Wyeth:

[Radical Radials @EchelonRight]

@CraigBrockie Probiotics

[Radical Radials @EchelonRight]

Competence.

[Wall Street Apes @WallStreetApes]

WOAH 🚨 The taxpayer money laundering must be INSANE

“The Federal Reserve has revealed that US NGOs have more in assets than the combined 2025 GDP estimates for Japan, Germany and India combined — The combined assets held by US NGOs equals $14.2 trillion of your tax money”

“India and Japan's GDP each just over $4 trillion, Germany $5 trillion, about $13.5 trillion together. Guess what? The combined assets held by US NGOs equals $14.2 trillion of your tax money and that of your children and grandchildren and great-great-great-great-great grandchildren.

Ever wonder why everything is so absolutely unaffordable today? It's not actually rocket science. Government has forgotten the fundamental reasons for which it was formed to serve and protect our civil liberties.

It has inverted the entire formula and decided that we are the ones here to serve, to work, and through our individual labors to support their desires and the behemoth of a bureaucracy that has emanated from those desires.”

As of 2025, United States nonprofits held about $13.4–14.1 trillion in total assets. Including cash, investments, real estate, etc

It has grown from $7 trillion a decade ago

This is based on Federal Reserve data

[Radical Radials @EchelonRight]

This isn't appalling or pernicious or anything. But it sure explains why straight white men who don't need a mommie at the office no longer need to pursue publication.

[Helen Andrews @herandrews]

“The theme of ‘mothering’ authors occurred frequently in our interviews with agents… ‘I hold hands all day… Agents are date bureaus, travel bureaus, mothers, psychologists. We are a writer’s closest friend, sometimes his only contact with the outside world.”

[Natural Philosophy @Naturalphilosy]

“I am losing precious days. I am degenerating into a machine for making money. I am learning nothing in this trivial world of men. I must break away and get out into the mountains to learn the news.”

— John Muir

[Radical Radials @EchelonRight]

Someone get the man a cold drink. Seems to be a little wound up. @stephmasha

[Bet105 @bet_105]

Connor Hellebuyck has been Secretary of Defense for less than a week, and he's already bombed Iran

[Dr. Eli David @DrEliDavid]

“Going to war without France is like going hunting without an accordion.”
— General Norman Schwarzkopf

[Andrew Kaufman MD @AndrewKaufmanMD]

Flock cameras are being destroyed so fast that police in Kentucky are now withholding their locations.

This comes after their locations were released and the devices were promptly destroyed.

Maybe it’s time the government realizes something we’ve known all along: we don’t want to be monitored.

We don’t want to live in the Truman Show and every person has the right to live in the private.

[Jim Koenigsberger @Jimfrombaseball]

"Jimmie Foxx with all those muscles, hitting drives that sounded like gunfire. Crrrrraaaaack.
A hell of a lot louder than mine sounded."
Ted Williams.
"I had been having trouble with my eyes.
One day my glasses fogged up while I was pitching, but when I cleaned them and looked at the plate and saw Jimmie Foxx clearly, it frightened me so much I never wore them again.
Jimmie Foxx has muscles in his hair.
When Neil Armstrong first set foot on the moon, he and all the space scientists were puzzled by an unidentifiable white object.
I knew immediately what it was.
That was a home run ball hit off me in 1937 by Jimmie Foxx."
"Lefty" Gomez.
"But if I had broken Babe Ruth's record it wouldn't have made any difference.
Oh, it might have put a few more dollars in my pocket, but there was only one Babe Ruth." Jimmie Foxx.
"How far did that that Jimmie Foxx home run go?
I don’t know, but I do know it took somebody 45 minutes to go up there and get it back!"
Lefty Gomez on a Jimmie Foxx home run to the 3rd deck, Yankee Stadium.
In 1938 Jimmie Foxx hit .349, 50 home runs AND 175 RBI.
Became first player to win the MVP Award 3 times.
Growing up, Jimmie Foxx was not a typical 13 year old farm boy.
A local popular contest of strength involved standing in an empty half-bushel basket, feet together with no room to move them, and then lifting a 120-pound sack of wheat or corn to your shoulder.
Jimmie Foxx won every time.
As a track star that Foxx gained Maryland statewide fame and in 1923 Foxx held State Track & Field titles in eight events.
Allowed to enter only twoevents in the annual 'Maryland Olympiad', Jimmie Foxx won gold medals in the high jump and the 220.
"The Beast".

[Radical Radials @EchelonRight]

Hooker is shocked! shocked! to learn that being procured by total strangers for zipless sex in a foreign country involves having sex with total strangers!

[Bernie Goldsmith @FalconryFinance]

this is what it is like to be invited to the island of St Barth's as "fresh meat"

[Jim Koenigsberger @Jimfrombaseball]

"Every player in every game is subjected to a cold and ceaseless accounting; no ball is thrown and no base is gained without an instant responding judgment—ball or strike, hit or error, yea or nay—and an ensuing statistic.
This encompassing neatness permits the baseball fan, aided by experience and memory, to extract from a box score the same joy, the same hallucinatory reality, that prickles the scalp of a musician when he glances at a page of his score of Don Giovanni and actually hears bassos and sopranos, woodwinds and violins."
"The Summer Game"
Roger Angell.
"Baseball is a ceremony, a ritual, as surely as sacrificing a goat beneath a full moon is a ritual."
"Shoeless Joe."
W.P. Kinsella.
"America overflows with specious "victims" demanding redress for spurious grievances. However, one genuinely oppressed minority is getting overdue relief.
Major League Baseball, taking pity on traumatized pitchers, is directing umpires to enforce the strike zone."
George Will.
Art by Howard Mueller.

[Mehdi (e/λ) @BetterCallMedhi]

I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock

my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive

when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost

what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise

I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily

the west thinks about manufacturing as a cost center you optimize by centralizing…

China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally

so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine

the gap is ARCHITECTURAL

it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks

it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study…

and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now

BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee

I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one

Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure
Merz at least had the courage to name

it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster

[Ricardo @Ric_RTP]

AI companies just BROKE the global supply chain for every piece of technology you own.

And the fallout is way worse than anyone predicted...

Sony is delaying the next PlayStation to 2028 or 2029.

Nintendo is hiking the Switch 2 price mid-cycle.

Apple warned investors that iPhone margins are getting crushed.

Cisco just posted its worst share loss in 4 years.

Oppo is cutting phone shipments by 20%.

Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%.

Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan.

And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up.

His exact words: "We've got two choices: hit the chip wall or make a fab."

All of this happened in the last 3 weeks.

Same cause. Every single time.

AI data centers are buying every memory chip on Earth.

And there's nothing left for everyone else.

Here's how we got here:

3 years ago, ChatGPT launched and the AI arms race began.

Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy.

They stopped prioritizing consumer memory.

Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers

Why?

Money.

AI memory chips sell for 3-5X the margin of regular RAM.

When Google calls offering to buy your entire output at premium pricing, you don't say no.

So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps.

The numbers from this week are insane:

OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output.

HBM demand is surging 70% year over year in 2026.

HBM now takes 23% of total DRAM wafer production, up from 19% last year.

Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries.

DRAM prices have surged over 170% since early 2025.

DDR5 contract prices are still jumping double digits month over month.

And the memory makers? They're printing money.

Micron's revenue is expected to more than DOUBLE this fiscal year.

SK Hynix sales doubled in 2024 and are on pace to double AGAIN.

Samsung just reported quarterly profit nearly tripling.

3 companies. $650 billion in AI spending chasing their products. And they get to name their price.

But the collateral damage is everywhere:

Every industry that uses memory, which is every industry, is getting squeezed.

Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025.

Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones.

Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months.

The PC market could shrink by up to 9% this year according to IDC.

Not because people don't want computers. But because they can't afford the memory that goes inside them.

And the gaming industry?

Sony is seriously considering pushing the next PlayStation to 2028 or 2029.

Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable.

Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do.

Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory.

Even the car industry is getting hit...

Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide.

All because AI companies decided their chatbots needed the memory more than your car does.

And this doesn't get better for YEARS.

Building a new memory fab takes 3-5 years minimum.

Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest.

By then, AI demand will have grown even more.

Memory makers are already selling their 2027 AND 2028 capacity to AI customers today.

There is no supply relief coming.

That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof.

He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs.

Think about that.

One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory.

If ELON can't get supply, what chance does everyone else have?

The AI revolution has a tax.

And YOU'RE paying it.

Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console.

$650 billion in AI spending this year.

3 companies controlling 90% of the memory supply.

And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket.

The AI boom isn't free.

You're subsidizing it every time you buy a piece of technology.

And the bill just went up like crazy.

[Radical Radials @EchelonRight]

DEI uber alles.

[Tim Young @TimRunsHisMouth]

The Canadian mounted police now say that if you believe in "traditional values," you're considered an extremist.

This is wild. Canada is cooked.

[Radical Radials @EchelonRight]

Farmers who want to live into their 70s do not get out of the cab when spraying Roundup.

Also, pigs and chickens eat Roundup-soaked feed. Ruminants (cows, sheep) process it out.

[Cary Kelly @CaryKelly11]

There is life after bread. For me, it’s a life with less inflammation, a smaller waistline and no more allergies.

If you must have bread, try to source properly fermented sourdough. Real bread will grow mold in a week or so.

[Radical Radials @EchelonRight]

Professional editor complains to sky, shakes first, because she authorized unvetted travel by a subordinate, wasting reporter's time and her organization's money. Maybe do your own job, hotshot, before complaining about other people doing theirs.

[Jessica Huseman @JessicaHuseman]

DHS loaded a bunch of Arizona reporters — including ours — into a van, drove them to Scottsdale, wouldn’t say why……so Kristi Noem could hold a press conference with zero news and zero answers. Cool cool.

[Wall Street Apes @WallStreetApes]

This is insane

“70% of Hispanic immigrants are on welfare. That means 7 out of 10 that come over here are on welfare. That means we're paying for it. I know it's upsetting, it gets worse:

- 37% of Nicaragua's GDP comes from readmittances from the US. That means they come here and they get free taxpayer money from us. And they send it back and that's what's growing that country

- Honduras, 27% of their GDP
- Guatemala, 19% of their economy is funded by the American taxpayers

Notice I didn't say Mexico, even though Mexico is over $60 billion a year. It's only 3 to 5% of their GDP. These are the countries with the highest that I just showed you. Yeah, we're slaves to everybody”

[MAKS 26 🇺🇦👀 @Maks_NAFO_FELLA]

🇺🇸🇪🇺 Rubio gets a standing ovation after his speech at Munich Security Conference.

🗣️Rubio: We care deeply about your future and ours. And if at times we disagree, our disagreements come from a profound sense of concern for Europe, to which we are connected—not just economically, not just militarily. We are connected spiritually, and we are connected culturally.

We want Europe to be strong. We believe that Europe must survive, because the two great wars of the last century serve as history’s constant reminder. Ultimately, our destiny is—and will always be—intertwined with yours.

And I am here today to make it clear that America is charting the path toward a new century of prosperity—and that, once again, we want to do it together with you, our cherished allies and our oldest friends.

[Under Secretary of State Jacob S. Helberg @UnderSecE]

WE IN AMERICA HAVE NO INTEREST IN BEING POLITE AND ORDERLY CARETAKERS OF THE WEST’S MANAGED DECLINE!

[Children’s Health Defense @ChildrensHD]

RFK Jr. says medical journals are pure Big Pharma propaganda.

“Journals are utterly corrupt because they’re owned by the pharmaceutical companies.”

“Marcia Angell, who ran the New England Journal of Medicine for 20 years, has said, you can’t believe anything in the journals anymore.”

“Richard Horton, who runs the Lancet, says the same thing.”

“They make money from advertising, which is paid for by pharmaceutical companies and through a scheme called pre-prints.”

“They pay the journal to print the story.”

“You can’t believe what’s in those journals cause it’s all propaganda for pharma.”

@TheoVon @SecKennedy