𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖

"Your worst sin is that you've destroyed and betrayed yourself for nothing." --Dostoevsky // ✝️1 Timothy 1:17✝️

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

Secularism promised progress but here we are having to go all the way to the Supreme Court to argue that being a women isn't merely a feeling, nor should we allow the amputation & mutilation of physically healthy children by anyone.

[Andrew T. Walker @AndrewTWalker]

On Wednesday, a massively important case is going before the Supreme Court to decide whether states can protect children from gender ideology. Top-flight lawyer Erin Hawley explains the stakes at @WNGdotorg.
https://t.co/38uTqSwHrj

[OpenClaw🦞 @openclaw]

"You can run OpenClaw inside your company now." Annoucing our work with @Microsoft to bring OpenClaw to the Microsoft and Windows ecosystems. Claws now work securly in the enterprise.

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@restoreorderusa @MysteryGrove He got nuked?

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@waddup2020 @MPCapitalLivd @TonerousHyus He can be flighty at times, fair enough.

Btw, what’s the price of a chicken kebab in Tehran these days?

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

Fantastic. Now when are we zeroing out the college foreign pipeline?

[David J. Bier @David_J_Bier]

The Labor Dept is finalizing a rule to force out H-1Bs by raising their min. wages to baselessly high levels. The new rule would mandate increases of ~$26K and disqualify H-1B wage offers for about 80% of H-1B workers in 2026, including for the most experienced (Level IV)

[Prowler @derzum_]

Multiple reports say immigration courts have begun mega hearings this week, speeding up deportations with dockets 2, 3, 4x larger than normal so judges can see more migrants per day.

This comes after the Trump admin added 150 new judges and put immigration lawyers on notice.

[Daniel @growing_daniel]

It's genuinely amazing that our one party state has an un-auditable post election process that takes weeks where they tell us vote numbers that are oddly convenient for them and we just accept it

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@nypost Perhaps he's a Chris Rock fan?

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@cremieuxrecueil Judicial fiat and total media dominance wasn't enough for them. They came after my kids with the trans stuff. We were one election from my outspoken kid getting charged with hate crimes for "misgendering".

And nah, I'm not going to bother sorting their rainbow colors.

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@IMAO_ I prefer a more civilized weapon myself. Usually in 9mm.

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@Howlingmutant0 One a side note, why did the game devs do that to Deborah Ann Woll??

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

It's a good time to be in American manufacturing. Just saying.

[David Hansen 🇺🇸 🇳🇿 @boxcardavid]

Westmag is building American robot actuators and drone motors at scale.

In 2025, @westmagco raised $11M led by @a16z, with participation from @FoundersFund, @LuxCapital, NFDG, @MenloVentures, and other top investors.

Since then, we’ve been building industrial capacity, crawling up supply chains, and securing high-volume customers.

Now, we’re ramping production at our factory in South San Francisco to deliver against committed offtake orders from high-volume customers.

Westmag is committed to scaling quickly in the US to deliver millions of drone motors and robot actuators to the surging domestic and global market.

We’re building the great American motor and actuator company.

[ringoid @NotOrionLMAO]

It should be more blatant than ever that big franchises are now solely used to appeal to the lowest common denominator, to the point where the original creators/writers of what made IPs successful in the first place are being shut out in favor of appealing to “modern audiences.”

[eigenrobot @eigenrobot]

remember when the public health profession doused its credibility in gasoline and lit a match

the open letter with signatures is still available online and ive backed it up to a private google drive if anyone's interested in doing a "where are they now"

link in next tweet

[Matt Goodwin @GoodwinMJ]

Keir Starmer: “there is no such thing as two-tier policing”.

Police chiefs today: “we will review controversial guidance advising officers to treat ethnic minorities differently”.

The absurdity of modern Britain.

[Michael Watson @MichaelWatsonDC]

On inverse-2022 watch, all the underlying data suggest a tsunami-level wave...until you tell voters they'd have to vote for the Democrats.

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@4nt1p4tt3rn They should tell people these places are Tiktok storage facilities.

[Marc Andreessen 🇺🇸 @pmarca]

Six years ago today.

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

An interesting attempt at an end run on China-dominated neodymium magnet production by skipping rare earths entirely. 1,500 tons/yr isn't a lot relative to this market but successful yields would be a big, positive signal in many ways.

[Niron Magnetics @NironMagnetics]

What does it actually take to rethink something as fundamental as a magnet?

From early origins, to what is now taking shape inside our walls. This is a look at the people, technology, and manufacturing driving it forward, and what is taking shape next.

Watch the quick video below.

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

@SecretaryWright @POTUS Fix the NRC. Slash the regs. This is all still too slow.

[𝔻𝕠𝕔𝕥𝕠𝕣 𝔽𝕒𝕥𝕖 @georg3]

🧵

[Brandon Carl @brandonjcarl]

Documenting the headwinds I now see for AI.

It won't seem like it, but I love AI and am long-term positive. But when "math doesn't math" I take note.

1. The core thesis for foundation model lab investment has been high upfront investment made worthwhile by significant long-term profits.

2. These are capital intensive businesses and the compute commitments are very high relative to revenue and require strong growth over long time periods. The "leverage" (commitments versus revenue) is extremely high.

3. The fundamentals are not as positive as they previously were:
• Input costs are higher (commodities, chips, power)
• Interest rates are higher
• Competition is more intense
• Scaling Laws are now problematic: exponential costs/power cannot continue

4. Forecasting compute spend is challenging and high risk due to (a) revenue uncertainty and (b) algorithm uncertainty

5. Revenue growth appears to be slowing. The technology is valuable, but ROI is proving to be more expensive and take longer than anticipated.

6. The future is likely "different models for different use cases" with the lower end of the market being highly competitive.

7. Core use cases such as agentic software engineering are likely to need approaches beyond next-token prediction. They are Σ₂ᴾ complexity problems requiring multi-objective optimization and likely a combination of Transformers and other methods.

8. Current forecasts in memory makers are built largely on quadratic attention. That will not persist: we are already seeing work from DeepSeek, Minimax and Nvidia that can cut RAM needs by 80% or more.

9. This means semiconductor valuations are substantially overinflated and will go through the traditional glut versus shortage cycle.

10. For foundation model providers: lower costs with competitive differentiation is good. However, lower costs with a lack of differentiation would mean lower revenues. This makes it harder to (a) service commitments and (b) pay back investors.

11. Leverage is substantially higher than in previous cycles, evidenced by leveraged ETFs, call option activity and margin loans. Korea is particularly susceptible.

12. 0DTE options create a profile that has stronger parallels to portfolio insurance and 1987 than any other point I can remember.

13. The combination of exponential increases in call activity coupled with the ties of semiconductors to structured products means there is a non-trivial systemic risk to the financial system.

14. Implied earnings growth rates are inconsistent with other periods in history.

15. Macroeconomically we cannot and should not fund exponential cost increases. History has shown us repeatedly that there are better ways (see Quick Sort and Simplex).

16. Significant supply is hitting the market via IPOs.

––

Taken together: costs and competition are increasing while revenue growth is likely slowing. Valuations are fragile and prone to technology disruptions that are already here. Systemic financial market risk is extremely high.