Fogel

tech nerd | AI | robotics | finance

[Fogel @hdfogel]

In 2023, Elon Musk stood in front of Indian flags and said “I am a fan of Modi.” Three years later, he’s accusing “oligarchs” of “a crime against the people of India.”

In the video below, Musk speaks right after meeting Prime Minister Narendra Modi in New York in June 2023.
He says India “has more promise than any large country in the world.” He says Modi is “pushing us” to invest. And he wants to bring Starlink to remote villages with no internet.

He also says he’s tentatively planning to visit India the following year.

What happened next:

February 2025: Musk meets Modi again, this time in Washington.

March 2025: Jio and Airtel, India’s two biggest telecom giants, agree to sell Starlink.

2025: Starlink gets its license.

October 2026: Starlink has built 20 gateway sites with hundreds of antennas in India. It still can’t launch.

Musk now says unnamed “oligarchs” are blocking it. India’s government calls that “baseless and misconceived”: Starlink, Jio’s satellite arm and OneWeb all hold licenses and are in security review at about the same stage.

Starlink has been trying to enter this market for more than five years.

Did India shut the door on its biggest fan, or is Musk learning that charm doesn’t skip a security review?

[Fogel @hdfogel]

A woman spent 21 days in a Las Vegas jail over a casino debt of about $100,000. Years later, she and Phil Ivey took almost $20 million from casinos without touching a single card.

In the video below, you can see how the biggest "legal" casino heist in history actually worked.

Kelly Sun signed a marker for a friend who never paid. In Nevada, that's treated like a bad check. She came out of jail wanting revenge on MGM.

She taught herself to spot tiny cutting flaws on the backs of playing cards. But in baccarat, players can't touch the cards. She needed someone casinos would say yes to: Phil Ivey, 10 WSOP bracelets and over $30 million in tournament winnings.

So they acted like superstitious high rollers. A dealer who spoke Sun's language. The same deck. An automatic shuffler. "Lucky" cards rotated 180 degrees.
The casinos approved everything. Their edge was about 6%, versus the house's usual 1%.

£7.7 million at Crockfords. $9.6 million at the Borgata.
Then the cards came back clean. Crockfords refused to pay. The Borgata sued to get the money back. Ivey lost in 2014, 2016 and 2017.

Did Sun find a flaw the casinos were too careless to see, or was this revenge dressed up as superstition?

[Lumen @lumenxbt]

https://t.co/3hWKMIBJcw

[Fogel @hdfogel]

@KobeissiLetter this puts china at an average of 10 tonnes a month ytd, but another report today had pboc at 23 tonnes just in september alone

[Fogel @hdfogel]

@KobeissiLetter 41 cents in 10 names means an s&p 500 index fund isnt really diversification anymore, its a leveraged bet on mega cap tech with 490 other tickers attached for show

[Fogel @hdfogel]

@JavierBlas an honest admission like that is really describing a bridge fuel, not a winner

[Fogel @hdfogel]

@zerohedge tariffs justifed the price increase, the refund didnt justify a price decrease, thats the part worth noticing

[Fogel @hdfogel]

@Osint613 reason one camp is tactical, the real question is whether this holds or gets contested again within weeks

[Fogel @hdfogel]

@DarioCpx a question mark in the headline behind a paywall isnt a analysis, its a maybe you pay to find out

[Fogel @hdfogel]

@JavierBlas rates like this usually mean theres a shortage of ships willing to take the route , not just higher demand

[Fogel @hdfogel]

@TheProfInvestor "not more than a day" is doing a lot of work as threshold, worth asking, what actually makes one day the utoff instead of two or three

[Fogel @hdfogel]

@Osint613 600 sites and 8 tunnels is the militarys own count, worth waiting for independent confirmation

[Fogel @hdfogel]

@Osint613 daploying payload is what makes it a business,
reaching orbit was the easy part

[Fogel @hdfogel]

@DarioCpx yields and oil correlating doesnt mean one leads the other by a fixed amount you can extrapolate

[Fogel @hdfogel]

@zerohedge a mandate that costs over 1bn to comply with was always going to get challenged

[Fogel @hdfogel]

@zerohedge glad to see there are problems in ai development

[Fogel @hdfogel]

@Osint613 unconfrimed twice, the market doesnt wait for confirmation

[Fogel @hdfogel]

@zerohedge is there any information on when they might be invented?

[Fogel @hdfogel]

@TheProfInvestor i would not trust a win rate built from scrnshots that these guys posted themselves

[Fogel @hdfogel]

@WatcherGuru we are waiting for the next dump guys

[Fogel @hdfogel]

@zerohedge all just su i would use their 200 bucks subscription