Richard Evershed

The impediment to action advances action, what stands in the way becomes the way. Marcus Aurelius 5:20

[John Sweeney @johnsweeneyroar]

This is a great speech by @DavidDavisMP on Lucy Letby

[The Ways of A Gentleman @Gentleman_Ways]

“A man can never have too much red wine, too many books, or too much ammunition.”

-Rudyard Kipling

[Parody Nigel Farage @Parody_PM]

Yes, I pay myself rent in order to avoid tax, but it is coincidentally £1 less than the level at which I would have to declare it under Parliament's transparency rules.

[💙 Sophie Socket ♠️ @Socket1Sophie]

When the jokes just write themselves…

[Andrej Drats @AndrejDrats]

Broadcom's CEO just exposed the real fight underneath Google's AI chip strategy.

It is not Google versus Broadcom.
It is Google and Broadcom trying to make Nvidia replaceable.

Within two minutes at Bloomberg Tech, Hock Tan was asked whether Google bringing more chip design in house keeps him up at night.

His exact words:

"So we just compete against my own customer."

Then he named the real enemy:

"the real competitor facing all this is the GPU out of Nvidia."

That is the part most people miss.

Custom AI chips are not just cheaper GPUs.
They are ownership claims.

If Google owns the workload, the compiler stack, the cloud customer, and the TPU roadmap, Nvidia becomes a benchmark instead of the toll booth.

But Broadcom is still in the room because independence is not binary.

The hard part is not drawing a chip. The hard part is shipping generation after generation at scale, matching Nvidia's cadence, keeping networking tight, and making the whole system useful enough that developers do not care what silicon sits underneath.

That is why Tan can say Google is trying to create customer owned tooling and still sound calm.

Broadcom is not selling picks and shovels. It is selling the bridge out of Nvidia dependency.

The numbers explain why this is suddenly a board level issue.

Broadcom reported $22.2 billion of Q2 2026 revenue.

Its AI semiconductor revenue hit $10.8 billion, up 143 percent year over year.

For Q3, Broadcom guided AI semiconductor revenue to $16.0 billion, up more than 200 percent year over year.

In the clip, Tan says Broadcom has exactly 6 custom AI accelerator customers. He says OpenAI has been engaged for over 2 years, its accelerator is already working in labs and data centers, and production is on track for late this year.

That is the hidden mechanism:

The AI labs are not becoming software companies with some chips attached.
They are becoming capacity companies with model interfaces attached.

Once your margin depends on tokens, latency, memory bandwidth, power contracts, packaging slots, networking gear, and a private accelerator schedule, the "model company" label starts to look like a costume.

The precedent is Apple.

Apple did not move into custom silicon because it wanted a cute chip branding story. It moved because the iPhone needed control over performance per watt, release cadence, and differentiation. A series chips in 2010. M1 in 2020. More than a decade of slowly pulling the bottleneck inside the company.

But Apple still needed TSMC.

That is the useful analogy for Google, OpenAI, and the other AI giants.

They want Nvidia's margin pool.
They want Nvidia's roadmap power.
They want Nvidia's ability to decide who gets capacity first.

But the first supplier they replace becomes the supplier they cannot live without.

Broadcom is the customs officer at the border of private silicon.

Second order consequence: AI company valuation will shift from model demos to infrastructure custody.

Who owns the workload?
Who controls the accelerator roadmap?
Who has memory secured?
Who can afford to keep a bad first generation alive long enough to get to the second and third?

My bet: by the end of 2027, at least one major AI lab will be judged more by its custom chip execution than by its model benchmark lead.

The model race is public.
The margin race is being negotiated in silicon.

[Richard Evershed @revershed]

lol

[Donaldo 🏴󠁧󠁢󠁳󠁣󠁴󠁿 @Stornoway_Cove]

Trump sued the British Broadcasting Corporation (BBC) for $10 Billion for “intentionally, maliciously, and deceptively doctoring" a speech Trump gave on 6 January 2021, before the US Capitol riots.

In court, the BBC asked Trump’s lawyers for the following:

Your move Mr Trump…

[Matt Crivelli @MattCrivelli]

For context on "why don't you Brits already have aircon when it's been around for 100 years", here's the latitude we're on.

[Ramananda Sengupta @Ramananda]

All this, in a British accent. Super!

[Boring_Business @BoringBiz_]

So you spent $9000 per month in tokens to do the job that you already did and you used the extra time to scroll X instead?

[Maria Drutska 🇺🇦 @maria_drutska]

Ukrainian customisation culture is elite.

My bank card now features Russia’s “everything is going according to plan” aesthetic.

Thank you, @monobankua 🌟

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Moscow Russia Day 1576 of the war in Ukraine.

[Kateryna Lisunova @KaterynaLis]

‼️ZELENSKYY: IF UKRAINE BURNS, YOUR MOSCOW WILL BURN TOO.

“First off, about our response, which is totally fair, on Moscow. Well, you all see it, despite the three layers of air defense Moscow has, we said it before, - we would get to them. If Putin doesn't want to end this war and just wants to keep going, we won't just sit around quietly; we'll respond. The response has to be strong and fair. They (Russians) hit the Lavra (Cathedral). And afterwards during our meeting there with journalists, we were at the Lavra, and I said it very openly: we will prepare a response, and you'll see it. I think you can see it now. We don't want this war, and we never did. And everyone knows it, and our partners know it too. And we definitely don't want Ukraine to be burning because of the enemy. But if Ukraine burns, your Moscow will burn too”

Ukrainian President on Thursday, June 18, 2026

[Maria Drutska 🇺🇦 @maria_drutska]

Some predictions from the Ukrainian MoD:

– Will it be “fun” in Crimea?

Defence Minister:
– It will be f*cked.

[Richard Evershed @revershed]

@WarMonitor3 Understatement. 3 days 🤣🤣

[LozzatheAngel 535 @Angelsfeartogo]

Hahahahah so funny

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Open Letter to the President of the Russian Federation: https://t.co/mEvYqYiqus

[John ‘John’ Morrison @J_MoAGoGo]

You lot simply can’t handle the truth. Immigration is falling precipitously and has been since Sunak. You can’t come to terms with it because doing so would mean admitting that this hasn’t made anyone’s life better and you have no real solutions to society’s problems.

[TheBossRoss 🇪🇺 🧶 ❄ 📷 6x💉 @BettinaSRoss1]

So what happens when Reform take over your local council?

This.

#KentCountyCouncil

[Dudes Posting Their W’s @DudespostingWs]

Retired and beloved YouTuber Luke Nichols from Outdoor Boys was a guest speaker at George Mason Law School’s commencement and gave an incredible speech that’s genuinely worth the watch

[Cherry @Cherryopenmind]

An extremely smart, articulate and extraordinary man!