I just finished reading palantir’s manifesto & I need you to understand what you’re actually looking at because this is the MOST important document the tech world has produced this year
most people came away thinking «wow what a thoughtful essay about patriotism and technology »…I came away thinking this is the most elegant justification for corporate capture of the state apparatus ever written & I want to walk you through why
krp opens with «silicon valley owes a moral debt to the country that made its rise possible » & frames the entire document as a call to civic duty, but read between the lines and what he’s actually saying is that the engineering elite should be embedded inside the defense and intelligence apparatus of the nation, he’s describing exactly what palantir has already done and dressing it up as patriotism
«the question is not whether AI weapons will be built, it is who will build them and for what purpose »sounds like a warning but it’s actually a sales pitch, he’s telling every gov on earth that the choice is binary either you buy from us or your adversaries will build it without you, this is the oldest arms dealer rhetoric in history wrapped in SV vocabulary
« hard power in this century will be built on software »is the key sentence of the entire manifesto because this is where karp reveals the real thesis, he’s saying whoever controls the software layer of national defense controls the nation itself & if you’ve been following my threads you know that palantir’s gotham and foundry platforms are already plugged into the intelligence feeds the satellite data, financial transactions & communications of dozens of govts worldwide through a single ontological knowledge graph that creates a technological dependency so deep that migrating away would mean rebuilding the entire institutional memory of the organization from scratch
this is vendor lockin at the scale of nation states and I’m personally convinced it was designed this way from the beginning
«we should applaud those who attempt to build where the market has failed to act » is karp defending palantir’s expansion into every domain the gov used to handle itself, policing immigration, military targeting intelligence analysis public health, everywhere the state retreats palantir advances and what was once a government function becomes a private service that the government can no longer perform without plantir’s permission
and here’s what I think makes it even more concerning, these systems are increasingly autonomous meaning the AI layer is making targeting recommendations threat assessments & resource allocation decisions that humans inside gov are rubber stamping without fully understanding the underlying logic
a bureaucrat inside the pentagon / DGSI sees a recommendation from the system & approves it because the system has been right 97% of the time and questioning it would require technical expertise that no one in the room has, this is algorithmic governance wearing the mask of human decision making
«the atomic age is ending, a new era of deterrence built on ai is set to begin »is the MOST chilling sentence in the document because karp is explicitly saying that ai based deterrence will replace nuclear deterrence as the organizing principle of global power, and whoever builds that ai deterrence layer owns the 21st century the same way whoever built the bomb owned the 20th & he’s telling you plainly that palantir intends to be that builder
«national service should be a universal duty » & « we should only fight the next war if everyone shares in the risk »sounds noble until you realize that he is proposing a system where citizens serve the state & the state is operationally dependent on palantir, the public bears the risk and palantir captures the value, soldiers fight wars planned by algorithms they can’t audit built by a company they can’t vote out
📱EM BREVE NO TEU TELEMÓVEL
PSD e PS unem-se hoje (por proposta do PSD) para aprovarem uma lei que fará com que seja necessária validação com chave móvel digital fornecida pelo Estado para aceder a redes sociais.
A IL alerta ainda para uma alínea do art.° 12 que permite a "fiscalização automática de todas as mensagens enviadas antes de serem enviadas".
Se passa um incêndio, chama as câmaras e finge que apaga um fogo.
Se passa uma tempestade, chama as câmaras e finge que vai levar ajuda.
O que nunca falta são câmaras.
O que sempre falta é vergonha na cara.
If you are in Portugal and Spain, I made a special graphic for the situation in the next 1-2 weeks. Share, repost, do what you can to get the word out.
Severe flash flooding and river flooding will affect more communities in the days ahead as we remain under a nearly non-stop spell of rain carried by a series of storms.
Hundreds of millimeters of rain are still to come, with totals getting as high as 300-500+ mm in central/northern Portugal and parts of Galicia.
To repeat, this is *additional* rainfall… on top of everything that has already fallen over the past several weeks. In addition to a major flood risk, some of these storms will bring strong winds, lightning, and bouts of hail. Cleanup efforts will be affected in areas violently struck by #Kristin.
This winter is no joke. Prepare accordingly.
O "pouco" surpreendente é que quem fez a denúncia de assédio sobre o Cotrim agora está a trabalhar como assessora na AD! Acho que não é preciso pensa muito porque está denúncia aparece a 6 dias das eleições. Isto é abaixo de sujo!
Estes gajos andam o ano todo a dizer que os imigrantes são perigosos e violentos, depois fazem estas coisas e não levam um murro nos dentes. Não dá para ter as duas coisas…
Gambling addiction is near record highs.
Alcohol consumption is near record lows.
Drug usage is near record highs.
Sexual intercourse frequency is near record lows.
Credit card debt near record highs.
First time homeownership near record lows.
🤔
🚨: France just beat the world record for nuclear fusion! They ran for 22 minutes!
It maintained astonishing 90 million degrees Fahrenheit (50 million °C) for 1,337 seconds—more than 22 minutes.
👇 Austria, Hungary, Italy, and Poland listed as countries the U.S. should “work with…with the goal of pulling them away” from the EU, while supporting “parties, movements, and intellectual and cultural figures” against the EU.
Hi, I’m from Poland, and I recently read in the US National Security Strategy about Europe’s supposed “civilizational erasure.”
So I’d like to tell you a bit about European civilization.
🇪🇺We have a more modest GDP, yet we still run a trade surplus with the United States, employ 2.5 times more industrial workers, have a higher export share in GDP, and maintain lower income inequality.
🇪🇺We don’t have a heavily privatized healthcare system, yet our life expectancy at birth is about three years higher, and infant mortality is nearly half that of the US.
🇪🇺We don’t have universal and unconditional access to firearms, yet European cities are far safer: we have clearly lower rates of homicide, violent crime, and car theft.
🇪🇺We don’t design our entire spatial order around a single mode of transport; instead, we build transport systems with a strong role for public transit, including rail.
🇪🇺We don’t have tech giants pumping up stock-market valuations, but we do equip ordinary workers with things like paid monthly vacations, paid sick leave, paid parental leave, and contracts that prevent sudden dismissal.
So let’s ask ourselves:
which of these things truly reflects the kind of civilization we want to pursue?
PS
In the photo I’m sitting and waiting for some delicious food, did I mention that Europe is superior in this as well, because we have regulations that limit the use of harmful food additives?
THE GLOBAL FINANCIAL SYSTEM JUST BROKE IN TOKYO
Japan’s 30-year bond yield hit 3.41% today. That number means nothing to you. Here’s why it should terrify you.
Japan owes 230% of everything it produces. It’s the most indebted nation in human history. For 35 years, they kept the lights on by borrowing at near-zero rates. That era ended this morning.
Here’s What Just Happened
Core inflation is running at 3.0%. Government bond yields are spiking to levels not seen since 1999. China just conducted its 25th military incursion near Japanese waters this year. Japan is now forced to spend 2% of GDP on defense … nearly 9 trillion yen annually.
The Bank of Japan is trapped between two impossible choices: raise rates and trigger a debt collapse, or keep rates low and watch inflation destroy savings. They chose door number two.
Why You Should Care
Every major bank, hedge fund, and institution on Earth has borrowed yen at cheap rates and invested it elsewhere for 30 years. This “carry trade” could be worth anywhere from $350 billion to $4 trillion. Nobody knows the real number because it’s hidden in derivatives.
When Japan’s system breaks, this money unwinds. Fast.
The last time we saw a preview … July 2024 … the Nikkei dropped 12.4% in a single day. The Nasdaq fell 13%. That was a small tremor. The earthquake is coming.
The Math Is Simple!
Japan’s government pays interest on $9 trillion in debt. Every 0.5% increase in rates costs them $45 billion annually. At current yields, debt service will consume 10% of all tax revenue. That’s the death spiral threshold.
The yen is trading at 157 to the dollar. If it strengthens to 152, the entire carry trade becomes unprofitable. Unwinding begins. Emerging market currencies could drop 10-15%. The Nasdaq could fall 12-20% as funds are forced to sell.
What Happens Next
December 18-19, the Bank of Japan meets. Markets are pricing 51% odds they raise rates another 0.25%. If they do, volatility explodes. If they don’t, inflation accelerates and the problem gets worse.
There is no way out. Japan’s fiscal dominance is now permanent. They must keep the yen weak to service their debt. This means the free money that powered global markets since 1990 is ending.
The Bottom Line
Interest rates worldwide are going up 0.5-1.0% permanently. Not because of inflation. Because the world’s largest creditor nation can no longer subsidize global growth.
Your mortgage, your car loan, your credit card … all repricing higher. Stock valuations built on cheap money … all compressing. The everything bubble … all deflating.
This is not a recession. This is a regime change. The largest liquidity engine in financial history just seized up, and most people won’t understand what happened until their portfolios are down 30%.
Tokyo broke the world today. You’ll feel it tomorrow.
Read the full data driven deep dive article -
https://t.co/enhJeYNeo1