Problematic Sean

I expose the nonsense that is constantly pushed in traditional media, if you want to know the truth about the world, follow me!

[Problematic Sean @PrblemSean]

A venture firm just noticed something: the best new deep tech founders keep coming from the same four companies.

Anduril. Neuralink. Tesla. SpaceX.

Fifty Years, which has backed over 100 deep tech startups & helped them raise $4.6 billion, started calling them "The ANTS." 🐜

Examples already spinning out: Sila's Gene Bickers (ex-Tesla), Arbor Energy's Brad Hartwig (ex-SpaceX), Celestial's Greg Hollin & Kyle Vacca (both ex-SpaceX), building everything from energy to aviation to cargo.

It's the same pattern PayPal set decades ago, when its alumni went on to build LinkedIn, YouTube & Palantir.

A handful of hard companies keep quietly training the next generation of hard-company founders.

[Problematic Sean @PrblemSean]

@roaring_goober You are fake and gay bro

[Problematic Sean @PrblemSean]

Apple just unveiled its first-ever foldable iPhone, at "Surprise & Shine," the very first keynote led by new CEO John Ternus.

5.5-inch outer screen, 7.8-inch inner display when unfolded, roughly $2,000.

It also brought the iPhone 18 Pro lineup, updated Apple Watches & new AirPods. Available in white & dark blue, in stores this October.

Apple spent years working through crease visibility and hinge durability before committing to this. Samsung's been shipping foldables since 2019.

Ternus's first product as CEO is the device Apple avoided making for seven years.

[Problematic Sean @PrblemSean]

@MitchTweets It ain’t an Apple if it’s less! 😂

[Problematic Sean @PrblemSean]

Huawei's Kirin 9050 Pro just introduced a chip architecture nobody else has: LogicFolding.

Instead of laying transistors flat, it stacks them vertically, cutting signal delay and packing in 53% more transistor density than the previous generation.

It's built specifically to work around years of US sanctions restricting Huawei's access to advanced chipmaking.

Huawei calls the underlying philosophy the "Tau Scaling Law."

It debuts inside the new Mate XT2 tri-fold, launching at $2,980, with a 6,000mAh battery and IP58/59 water resistance.

The release date isn't a coincidence: September 12, the same day Xiaomi launches its own foldable, two days after Apple reveals its first-ever foldable iPhone.

3 of the biggest phone makers on Earth are about to collide in the same week.

[Problematic Sean @PrblemSean]

A Boeing 767 cargo plane crashed at Miami International Airport this afternoon. 🤯

Prime Air Flight 7598, operated by 21 Air, was landing after departing San Juan, Puerto Rico, when it overran the runway around 2pm.

It struck multiple vehicles near the airport’s perimeter & caught fire.

At least five people are dead. Five others were hospitalized, three of them critical.

Both pilots on board survived. More than 60 fire rescue units responded, working to contain an active fuel leak.

The FAA & NTSB have both opened investigations.

Amazon’s statement: “We’re heartbroken to learn that five people lost their lives in today’s incident.”

[Believe On Jesus Christ @BelieveOnJesus]

"At this also my heart trembleth, and is moved out of his place. Hear attentively the noise of his voice, and the sound that goeth out of his mouth. He directeth it under the whole heaven, and his lightning unto the ends of the earth." — Job 37:1-3, King James Bible

[Problematic Sean @PrblemSean]

An outbreak is killing deer by the hundreds in southeastern Wisconsin.🦌

At least 600 white-tailed deer have died from epizootic hemorrhagic disease, spreading across at least three counties: Washington, Waukesha & Ozaukee.

It’s spread by tiny biting midges, not deer to deer. Infected deer run fevers and often lie down in water trying to cool off, so many are found dead right at the water’s edge.

It doesn’t infect humans, even through handling infected deer or eating venison from them.

The DNR says outbreaks like this rarely cause lasting damage to the herd, but the visible die-off itself has residents seriously alarmed.

The disease has no cure. The only thing that ends it is the first hard frost, which kills the midges spreading it. ❄️

[Problematic Sean @PrblemSean]

A Staten Island man got struck by lightning while walking to a dentist appointment.⚡️

Thomas Fahmy was 15-25 feet from his car on Todt Hill Road when it hit. Surveillance video shows him drop instantly.

“Tingling, numbness, pain, severe pain, in both my feet,” he said. He never lost consciousness, and somehow got back up and walked to a stranger’s door for help.

Doctors found no burns & no major injuries. He was released the next day.

He went to church that Sunday to say “thank you”.

On Saturday, he bought a lottery ticket.

[Problematic Sean @PrblemSean]

X just uncovered a Chinese bot farm of roughly 200,000 accounts. 🤯

Only 200 of them mattered.

Those 200 were pushing claims that AI data centers are hiking electricity bills & straining the grid, some using AI-generated cartoons of data center execs pocketing the profits.

Here’s the strategic play behind this: China’s grid can already handle this load. America’s can’t yet. So fueling local opposition to US data centers slows down American AI infrastructure without China lifting a finger militarily.

The underlying complaint is actually real. Data centers have genuinely driven up power costs in places like PJM territory.

But X says these 200 accounts weren’t participating in that debate. They were built to hijack it.

A legitimate grievance just got weaponized by the country that benefits most from Americans staying divided over it.

[Problematic Sean @PrblemSean]

Trump held a Rose Garden event today to mark the new school year, alongside Education Secretary Linda McMahon.

The focus: school choice, tax credits for education, and shifting more control to states.

Then came the line drawing the most attention: “Every public school is now on notice: if they tell a child they’re trapped in the wrong body, they are committing child abuse.”

He tied it to ending what he called “radical left betrayals” in classrooms & putting parents back in charge.

Supporters are calling it a stand for parental rights. Critics call it an attack on transgender students.

[Problematic Sean @PrblemSean]

Steve Eisman just dumped his AI stock positions — the same guy who spotted the subprime fraud before 2008 is now quietly backing away from the thing every CNBC anchor has been breathlessly telling you will "revolutionize everything" 📉

For two years the mainstream press has run unfiltered hype from Big Tech CEOs about how AI will 10x productivity, replace workers, justify infinite valuations. Zero critical coverage of energy costs, zero questioning of actual ROI, zero acknowledgment that companies have burned $200B+ chasing a technology that still can't reliably schedule a meeting.

Now Eisman says investors are "underestimating the risks if AI fails to deliver on lofty expectations." Funny how that quote gets buried on a Sunday while the AI puff pieces run front page every single week.

Remember: these are the same outlets that told you Theranos was revolutionary, that SPACs were smart money, that crypto was the future of finance. They're not journalists covering tech — they're the marketing department for whoever's raising the biggest round.

So when do we start asking why the media only platforms skeptics AFTER the insiders have already positioned their exits?

[Problematic Sean @PrblemSean]

APEC just issued its first ministerial-level statement on open-source AI cooperation—U.S. backed it alongside China, per tech minister Li Lecheng. Quick experiment: search for this story on major news sites, then count how many China threat pieces you find instead 🧐

The pattern isn't complicated. Tech cooperation that benefits industry interests gets quietly announced. Threat narratives that justify defense spending get the full media treatment.

We've spent two years hearing China is an existential tech threat requiring complete decoupling. Now Washington's backing open-source AI cooperation at a China summit. Which version should I believe?

[Problematic Sean @PrblemSean]

Oil crossed $100 Thursday and suddenly every network discovered we're at war with Iran 🙃

For weeks they buried the story while running endless segments on summer travel and celebrity drama. Minimal primetime coverage of Strait of Hormuz tensions. Zero explanation for gas prices spiking—just vague "inflation pressures" mumbled off teleprompters.

Then crude hits triple digits and boom, wall-to-wall "breaking news" like they didn't spend weeks insisting everything was stable. One analyst literally admitted it's "too hard to ignore $100 oil"... so what, it WAS easy to ignore before?

Equities stayed flat through the entire escalation until Thursday's dump. Markets finally forced the press to acknowledge reality.

The war didn't start this week. The coverage did.

What else are they sitting on until Wall Street makes them care?

[Problematic Sean @PrblemSean]

So the same central banks that spent decades telling us gold is a barbaric relic are now buying it at the fastest pace in history.

John Paulson just called this the "early stages" of a gold bull market — and he's not wrong about the data. Central banks added over 1,000 tonnes to reserves last year, the highest level since the dollar went off gold in 1971. China, Russia, India, Turkey all loading up. Private buyers following.

Here's what I can't get anyone on CNBC to answer: if the financial system is as stable as they keep saying, if inflation is "transitory" (remember that?), if the dollar's reserve status is secure... why are the people running the monetary system quietly hoarding the one asset that benefits from their own failure?

Two options here and I genuinely want to know what you think:

Option A: This is just prudent portfolio diversification by central banks, nothing to see here, Paulson's talking his book because he's long gold 📊

Option B: They know something about dollar stability / debt levels / the next crisis that they're not saying out loud, and they're positioning accordingly while telling us everything's fine 🚨

Because one of those explanations requires you to believe central banks suddenly got interested in "diversification" at the exact moment US debt hit $35 trillion and BRICS started building payment rails to bypass the dollar.

Which is it?

[Problematic Sean @PrblemSean]

Remember when every major outlet had Hillary at 92% and the "experts" said Brexit would never happen?

Kalshi just launched an election hub for the midterms where people bet real money on outcomes. Not vibes, not cherry-picked polls, not "anonymous sources familiar with the matter" — actual cash from people willing to lose it if they're wrong 💸

The prediction markets called 2024 way closer than CNN's panel of analysts. They caught Trump's momentum weeks before the media pivoted from "landslide defeat" to "too close to call." Why? Because when you're spending your own money, you can't afford to believe your own narrative.

Now Kalshi's centralizing all their midterm contracts in one place. The spread between what the markets say and what the morning shows say is going to be fascinating. One of them has to be right — and one has a $10 billion/year advertising revenue model to protect.

Which source do you trust more: someone risking their portfolio, or someone reading a teleprompter?

[Problematic Sean @PrblemSean]

32% of SpaceX's tradable shares are now sold short — the highest concentration I've seen on a "visionary" company in years 📊

Here's what nobody's asking: institutional investors are betting billions that SpaceX is overvalued, right as the company pulls in $4.2 billion in NASA contracts and another $1.8 billion from the Pentagon this year alone. That's not exactly disrupting anything when 70% of your revenue comes from government agencies, is it?

But here's the thing — Musk has absolutely demolished short sellers before. Tesla shorts lost $40 billion betting against him. He tweets warnings, they double down, he proves them wrong. It's happened enough times that dismissing the pattern feels dumb.

So which is it: Are these institutional shorts finally seeing through a subsidy-arbitrage operation dressed up as innovation, or are they about to get crushed again by the one guy who's actually managed to make government contractors look competent?

Because if SpaceX is just Boeing with better PR and a meme lord CEO, that 32% short position looks pretty reasonable. But if they're genuinely cutting launch costs by 90% and these shorts are just salty incumbents who can't compete... well, we've seen how that movie ends.

What's your read — is shorting SpaceX at these levels justified skepticism or financial suicide?

[Problematic Sean @PrblemSean]

@UneekSolutions lol agree

[Problematic Sean @PrblemSean]

$6,880 for a phone with an AI agent. That's the price point where you realize we're not paying for what AI actually does yet — we're paying for what we think it might mean to own it first. same energy as buying Bored Apes in 2021?

[C.F. Dalton @JustCorrect]

Please consider giving a follow to the great @PrblemSean a follow! Their insight in the world of AI should be seen as an omen for what is to come, and it would be FOOLISH not to listen to them!