Cheers, #b

Woodworker, tinkerer, inventor, tech geek, love a robust debate. Thank God for my wife and kids! (Parler: @b64)

[Cheers, #b @b64]

@AlfieJCarter SKILLS

[The Vigilant Fox 🦊 @VigilantFox]

This teacher-turned-cognitive scientist shared a disturbing reality that left the room stunned.

“Our kids are LESS cognitively capable than we were at their age.”

Every previous generation outperformed its parents since we began recording in the late 1800s.

So, what happened?

Screens.

Dr. Jared Horvath explained:

“Gen Z is the first generation in modern history to underperform us on basically every cognitive measure we have, from basic attention to memory, to literacy, to numeracy, to executive functioning, to EVEN GENERAL IQ, even though they go to more school than we did.”

“So why? … The answer appears to be the tools we are using within schools to drive that learning (screens).”

“If you look at the data, once countries adopt digital technology widely in schools, performance goes down significantly, to the point where kids who use computers about five hours per day in school for learning purposes will score over two-thirds of a standard deviation LESS than kids who rarely or never touch tech at school. And that’s across 80 countries.”

But screens aren’t just decimating learning and making new generations less intelligent than the ones before them.

They’re doing something far worse. And when you take a closer look, it isn’t pretty. 🧵

[Shanaka Anslem Perera ⚡ @shanaka86]

OpenAI spends $3.30 to make $1.00.

Google spends $0.00 in supplier margin.

This single fact explains everything happening in AI right now, and almost nobody sees it.

The math:

OpenAI pays NVIDIA 75% gross margins on GPUs.
Then pays Microsoft markup on Azure.
Then covers its own costs.

Total: $66B spend on $20B revenue.

Google designed its own TPUs.
Owns its own data centers.
Pays only electricity and depreciation.

The gap: 30-44% permanent cost advantage.

Every query OpenAI serves, the disadvantage compounds.
Every query Google serves, the moat deepens.

This is why:

ChatGPT US traffic down 35% in November.
Gemini hit 650M users growing 62% in 5 months.
Marc Benioff publicly defected after 3 years.

This is why OpenAI just added ads to ChatGPT.

This is why Sam Altman declared "Code Red" in December.

This is why all 4 original GPT paper authors have left.

But here's what makes this a 2008-level systemic risk:

SoftBank sold $5.83B in NVIDIA stock to invest $41B in OpenAI.

NVIDIA intends to invest $100B in OpenAI while OpenAI commits $500B to buy NVIDIA GPUs.

Microsoft's $135B stake depends on OpenAI's $250B Azure commitment.

The customer funds the supplier who funds the customer.

Yale researchers called it: "Could trigger a devastating chain reaction similar to the 2008 Great Financial Crisis."

The catalyst has a date: April 27, 2026.

Musk v. OpenAI goes to jury trial.

Damages sought: $79-134 billion.

OpenAI's cash reserves: $64 billion.

The judge already ruled there's "plenty of evidence" of fraud.

Hedge fund positioning in AI infrastructure: 93rd percentile long.

When this reprices, the exits won't fit the bodies.

Google is to OpenAI what Microsoft was to Netscape.

The capability is comparable. The cost structure is fatal.

Bookmark this.

[non aesthetic things @PicturesFoIder]

Doing math, but with light

[International Cyber Digest @IntCyberDigest]

China’s industry is a different beast 🤯

Every product and its supply chain are tied to one huge city the size of a nation, Eric explains.

This is why other nations can’t compete with China.

[Computer @AskPerplexity]

Oxford researchers just confirmed what we feared:

The internet as we knew it is dying.

AI content went from ~5% in 2020 to 48% by May 2025. Projections say 90%+ by next year.
Why? AI articles cost <$0.01. Human writers cost $10-100.

But the real crisis is model collapse. When AI trains on AI-generated content, quality degrades like photocopying a photocopy. Rare ideas disappear. Everything converges to generic sameness.

It's recursive. Today's AI slop becomes tomorrow's training data, producing worse output, which becomes training data again.

[Daily Wire @realDailyWire]

Erika Kirk forgives the man who murdered her husband:

"My husband Charlie...he wanted to save young men just like the one who took his life...that young man...

I forgive him.

I forgive him because it was what Christ did and is what Charlie would do."

[The Elevate Report @elevatereport]

The way the Canadian media has been covering the Charlie Kirk assassination has been outrageous.

They want to frame this in a specific way so that you don’t feel empathy for what happened to a father of 2 this week.

[Defiant L’s @DefiantLs]

Scott Jennings deserves a medal for this

[Avi Abelow @aviabelow]

We’re 20 months into a brutal, exhausting war, that began with a traumatic, brutal massacre that we didn’t start, that is not over, that our holy IDF soldiers, sons, husbands, friends, neighbors are risking and losing their lives fighting.

On top of that, we just lived through 12 days of a direct war with the Islamic republic of Iran, a regime that has spent decades preparing to wipe the Jewish people off the map. For nearly two weeks, we ran daily to safe rooms. Sirens. Explosions. Sleepless nights. Kids shaking. Parents trying to be brave. Soldiers on standby. All of us carrying the weight of knowing: this could be it.

And then… miracles.

There’s no other word.

Iranian ballistic missile attacks aimed to kill thousands and tens of thousands. Israel achieved total air superiority over Iran. We damaged their nuclear infrastructure that was built to kill us. Air defense systems that performed unbelievably. And by the grace of God, we’re here. Alive. Intact. Protected, mourning the 28 souls lost in the Iranian attacks.

And just as quickly as it began—it was over.

And now?

We're expected to go back to “normal.” Morning coffee. Grocery runs. Office meetings. School pickups. As if those 12 days of fear, strength, and faith were just a dream.

And then, while we’re still processing it all… the headlines hit.

“New Trump peace plan proposed.”
“Great things for Israel, but still painful concessions.”

Really?

While our hostages are still in Gaza? While the Islamonaz*i still exists in Gaza? While even some of most politically left Israelis will not accept any enemy continuing to live in Gaza. While all of Israel today understands that a “Palestinian state” is an existential danger to our future. While Judea and Samaria remain targeted by the same Islamonazi terror forces that butchered us on October 7th, publicly claiming that they plan to do more? While the Islamic republic of Iran still exists to implement its genocidal 1,400+ year jihadist ideology?

This isn’t peace. This is blindness.

But the real question we need to ask is:
What does it mean to be a Jew today?

It means living between two realities. miracles and madness.

We are witnesses to Divine intervention. A people brought back to life as a sovereign nation in our ancestral homeland after 2,000 years. An army that shocks the world. Victory against impossible odds.

And at the same time, we face a world that demands we apologize for surviving. That tells us to give back land, our land, we bled for. That calls restraint “morality” and self-defense “aggression.” That still, even after October 7th, dares to tell Jews how we are allowed to exist in our homeland.

To be a Jew today is to remember who we are in the fog.

To hold on to truth when others sell illusions.

To say “thank You” to God for saving us—and then say “never again” with action, a strong, invincible army and military/intelligence leaders, not slogans to placate the public or the world.

To stand proudly in Judea, Samaria and Gaza, not because it’s convenient, but because it’s ours. Spiritually. Historically. Biblically.

To support leadership that doesn’t flinch. That doesn’t bow. That doesn’t trade Jewish lives for international applause.

Look, yes, we’re exhausted. We’re human. The safe rooms, the sirens, the endless funerals, the long war, it wears down the soul.

But being a Jew means we don’t collapse after miracles. We rise up like a Judean lion!

Because we’re not just a people of survival. We are a people of purpose.

Hashem didn’t save us from Iran just to go back to sleep. He gave us a gift and a message:

Stay strong. Stay proud. Stay Jewish. And spread the goodness and morality of the Torah to the world.

That means standing firm against dangerous peace plans, even when endorsed by our leaders, no matter how polished the language.

It means pushing back against media narratives that twist our morality into “extremism.”

And it means remembering: the world may be confused. But we don’t have to be.

To be a Jew today is to carry history, clarity, and courage, even when the world loses its mind.

We’re not here by chance. We’re here by promise. Covenant. Mission.

And now more than ever, Am Yisrael must rise from the safe rooms and walk back into daily life with our heads high, our faith strong, and our identity unshaken.

Because if we don’t hold the line, no one else will. We are the frontline for the freedom loving world and the poster child for morality

To be a Jew today means: You remember who you are, when the world wants to make us disappear.

And that is how we honor the miracles we just lived through.

Not with fear. Not with fatigue.

But with faith. Resolve. And Jewish pride.

Am Yisrael Chai!!!

For continued inspiration, don’t miss our upcoming, rescheduled 3rd annual, Pulse of Israel conference in Jerusalem, and livestreamed, on July 29th. Click here for information and registration: https://t.co/V2UvcGCE14

[Steve Cortes @CortesSteve]

So…immigration enforcement leads to a rush of applicants for those jobs from…American citizens!

[Cheers, #b @b64]

@TuckerCarlson then: "Iran deserves to be annihilated. They are wicked and evil."
Tucker now: "Just kidding - please stop the annihilation!"
Hmmm... did interviews with leaders of countries that seek to annihilate or neutralize America change his views?

[Yehuda Teitelbaum @chalavyishmael]

@TuckerCarlson No, the real divide is between people like you, who lie, and people who tell the truth.

What happened to you?

[Cheers, #b @b64]

@ludvikus69 @HenPapirman Nonie Darwish, original source: https://t.co/cXk6CG61GB

[Simon Ateba @simonateba]

Trump faces combative press after Charlottesville comment, Biden attacks. https://t.co/ZzKPYdNKjN

[Cheers, #b @b64]

Amazing! Very logical progress down the AI path. Hopefully, it doesn't become too cost prohibitive for solo entrepreneurs.

[Robert Scoble @Scobleizer]

Introducing a new AI-driven spreadsheet from a new AI company: @tryparadigm.

Here is cofounder @annarmonaco who shows it to us here.

Wow.

Some things, every row and column is now "intelligent." You can do same thing you can now do with photoshop. You probably never knew you needed spreadsheet outpainting.

But now you do.

Its official launch video is here: https://t.co/l4Y7G0y9V5

[Elon Musk @elonmusk]

❤️

[Not the Bee @Not_the_Bee]

The effects of the Baltimore bridge collapse will be horrific. Let me break it down.
https://t.co/39bwOeA2jB
https://t.co/39bwOeA2jB

[Elon Musk @elonmusk]

Alarming

[Cheers, #b @b64]

@thenightskyguy @therighteousass Thought it might be sonic boom at first