Sean O'Donoghue

CTO / CPO

[🇺🇸 Edward T. Winslow @EdwardTWinz]

Nobody is telling you what Trump actually did by bringing 30 CEOs to Beijing.

🚨 TRUMP DIDN'T SEND DIPLOMATS TO CHINA. HE SENT THE ENTIRE AMERICAN ECONOMY.

Jensen Huang. Tim Cook. Elon Musk. Larry Fink. Boeing. BlackRock. JPMorgan. Meta. Visa.

Not deputies. Not undersecretaries. The number one from each empire — on Air Force One — walking into Xi Jinping's room.

Nobody is talking about what that actually signals:

→ Jensen Huang was a LAST-MINUTE addition — specifically to put AI and chips on the table in person
→ This is the first U.S. presidential visit to China in nearly a decade
→ Trump's framing wasn't "we want a deal" — it was "they're here to pay respect AND do business"
→ The message: America isn't asking. America is presenting terms.
→ 100% reciprocal — or the room full of titans walks out

This isn't normal summit protocol.

Normal summits send the State Department. Normal summits send the vice president.

Trump sent the people who actually build, manufacture, invest, and deploy capital at scale — and told Xi: these are the bosses. They came here. That means something.

In 2017, Trump told Beijing he didn't blame China for exploiting weak American presidents. He blamed the presidents.

In 2026, he showed up with proof that era is over.

The media is covering the handshake.

They're NOT showing you that the most concentrated display of American private-sector power ever assembled just sat down across from the Chinese Communist Party and said: we're open — but it'll be reciprocal.

That's not diplomacy. That's leverage walking into a room and introducing itself.

I'll share more updates shortly, turn on notifications before it's too late.

[Mario Nawfal @MarioNawfal]

🚨🇺🇸NICK SHIRLEY'S FRAUD VIDEO HITS 75 MILLION VIEWS - FOX NEWS AIRS HIS FOOTAGE- THE INSTITUTIONAL MEDIA GATEKEEPERS JUST LOST

75 million views. Still climbing by the hour. 400,000 likes. 150,000 reposts. Fox News running his footage on national television.

Nick Shirley just proved the entire thesis: One guy with a camera documenting fraud beats every newsroom in America combined.

Here's what just changed permanently:

Traditional media ignored the Minnesota story for years. MSNBC, CNN, local stations- they all knew about welfare fraud allegations. Nobody investigated. Too politically sensitive. Too much work. Not worth the risk.

Then Nick Shirley walks to addresses, knocks on doors, films empty buildings billing millions, and gets 75 million people watching in days.

Fox News didn't break the story. They're airing footage from a YouTuber because he did the journalism they didn't.

That's the power shift documented in real-time.

Institutional media had monopoly on investigation and distribution. You needed newsroom resources, editorial approval, broadcast access. Now you need an iPhone and the ability to read public records.

Nick found $110 million in fraud on day one. Put it on YouTube. The algorithm did the rest.

The incentive structure just got established:

75 million views = significant ad revenue. More importantly = proof that fraud investigation content scales. Every creator just saw the formula work at massive scale.

Next week: hundreds of imitators descend on every major city looking for their viral fraud expose. Because Nick just showed them the map and the treasure's real.

That's the beginning of institutional media becoming aggregators of citizen journalism rather than primary sources.

The barrier to entry just collapsed:

You don't need:

- Journalism degree
- Newsroom budget
- Editorial approval
- Broadcast license
- Corporate backing

You need:

- Public records access (free)
- Camera phone ($1000)
- Ability to walk to addresses
- Willingness to knock on doors

Nick proved the economics work. Now watch what happens when a generation realizes fraud investigation pays better than content creation and requires less creativity.

This is the DOGE army that can't be stopped:

Centralized reform efforts get bogged down in bureaucracy. But 1,000 Nick Shirleys documenting fraud simultaneously? No institution's built to counter that.

Every empty building exposed forces response. Every viral video creates political pressure. Every imitator makes the fraud harder to hide.

The decentralized investigative swarm just proved it works at scale. 75 million views is the proof.

Welcome to the new media. Too big to ignore. Too distributed to stop. Too economically viable to quit.

Source: YouTube analytics, Fox News

[Sean O'Donoghue @seanwod]

Unbelievable what happened. Presidential pardon for John Kiriakou please https://t.co/2DSKKazKlJ

[The Patriot Oasis™ @ThePatriotOasis]

🚨BREAKING: Erika Kirk has a MESSAGE for ALL of the MEN around the world watching.

"To all of the men watching around the world, accept Charlie's challenge, and embrace true manhood."

"Be strong and courageous for your families. Love your wives and lead them. Love your children and protect them. Be the spiritual head of your home. But please be a leader worth following."

"Your wife is not your servant. Your wife is not your employee. Your wife is not your slave. She is your helper. You are not rivals. You are one flesh working together for the glory of god."

[Sean O'Donoghue @seanwod]

@patrickc https://t.co/ryL6O3DJXu

[Andrew Ng @AndrewYNg]

There is now a path for China to surpass the U.S. in AI. Even though the U.S. is still ahead, China has tremendous momentum with its vibrant open-weights model ecosystem and aggressive moves in semiconductor design and manufacturing. In the startup world, we know momentum matters: Even if a company is small today, a high rate of growth compounded for a few years quickly becomes an unstoppable force. This is why a small, scrappy team with high growth can threaten even behemoths. While both the U.S. and China are behemoths, China’s hypercompetitive business landscape and rapid diffusion of knowledge give it tremendous momentum. The White House’s AI Action Plan released last week, which explicitly champions open source (among other things), is a very positive step for the U.S., but by itself it won’t be sufficient to sustain the U.S. lead.

Now, AI isn’t a single, monolithic technology, and different countries are ahead in different areas. For example, even before Generative AI, the U.S. had long been ahead in scaled cloud AI implementations, while China has long been ahead in surveillance technology. These translate to different advantages in economic growth as well as both soft and hard power. Even though nontechnical pundits talk about “the race to AGI” as if AGI were a discrete technology to be invented, the reality is that AI technology will progress continuously, and there is no single finish line. If a company or nation declares that it has achieved AGI, I expect that declaration to be less a technology milestone than a marketing milestone. A slight speed advantage in the Olympic 100m dash translates to a dramatic difference between winning a gold medal versus a silver medal. An advantage in AI prowess translates into a proportionate advantage in economic growth and national power; while the impact won’t be a binary one of either winning or losing everything, these advantages nonetheless matter.

Looking at Artificial Analysis and LMArena leaderboards, the top proprietary models were developed in the U.S., but the top open models come from China. Google’s Gemini 2.5 Pro, OpenAI’s o4, Anthropic’s Claude 4 Opus, and Grok 4 are all strong models. But open alternatives from China such as DeepSeek R1-0528, Kimi K2 (designed for agentic reasoning), Qwen3 variations (including Qwen3-Coder, which is strong at coding) and Zhipu’s GLM 4.5 (whose post-training software was released as open source) are close behind, and many are ahead of Meta’s Llama 4 and Google’s Gemma 3 — the U.S.’ best open-weights offerings.

Because many U.S. companies have taken a secretive approach to developing foundation models — a reasonable business strategy — the leading companies spend huge numbers of dollars to recruit key team members from each other who might know the “secret sauce“ that enabled a competitor to develop certain capabilities. So knowledge does circulate, but at high cost and slowly. In contrast, in China’s open AI ecosystem, many advanced foundation model companies undercut each other on pricing, make bold PR announcements, and poach each others’ employees and customers. This Darwinian life-or-death struggle will lead to the demise of many of the existing players, but the intense competition breeds strong companies.

In semiconductors, too, China is making progress. Huawei’s CloudMatrix 384 aims to compete with Nvidia’s GB200 high-performance computing system. While China has struggled to develop GPUs with a similar capability as Nvidia’s top-of-the-line B200, Huawei is trying to build a competitive system by combining a larger number (384 instead of 72) of lower-capability chips. China’s automotive sector once struggled to compete with U.S. and European internal combustion engine vehicles, but leapfrogged ahead by betting on electric vehicles. It remains to be seen how effective Huawei’s alternative architectures prove to be, but the U.S. export restrictions have given Huawei and other Chinese businesses a strong incentive to invest heavily in developing their own technology. Further, if China were to develop its domestic semiconductor manufacturing capabilities while the U.S. remained reliant on TSMC in Taiwan, then the U.S.’ AI roadmap would be much more vulnerable to a disruption of the Taiwan supply chain (perhaps due to a blockade or, worse, a hot war).

With the rise of electricity, the internet, and other general-purpose technologies, there was room for many nations to benefit, and the benefit to one nation hasn’t come at the expense of another. I know of businesses that, many months back, planned for a future in which China dominates open models (indeed, we are there at this moment, although the future depends on our actions). Given the transformative impact of AI, I hope all nations — especially democracies with a strong respect for human rights and the rule of law — will clear roadblocks from AI progress and invest in open science and technology to increase the odds that this technology will support democracy and benefit the greatest possible number of people.

[Full text: https://t.co/jn0KNi3gmA ]

[Sean O'Donoghue @seanwod]

@TrumpRealDaily Yes

[@jason @Jason]

Unacceptable

[Dima Zeniuk @DimaZeniuk]

The number of satellites launched into space has grown incredibly fast

[Ryan James Girdusky @RyanGirdusky]

Make California America Again

[Sean O'Donoghue @seanwod]

@BoyGeorge just watched you in Moulin Rouge …fantastic show and you were great.

[Stephen A. Ridley @s7ephen]

Epstein's Mahattan Mansion was rented to him by the
STATE DEPARTMENT.

"Lucy, you got some 'splainin to do."

[End Wokeness @EndWokeness]

I will never get tired of watching this

[Alec Lace @AlecLace]

Bill Clinton: 12.3 million deportations - 0 injunctions

George W. Bush: 10.3
million deportations - 0 injunctions

Barack Obama: 5.3 million deportations - 0 injunctions

Donald Trump: 100 thousand deportations - 30 injunctions

[Bill Ackman @BillAckman]

A nation in which one administration can allow millions of unvetted illegal migrants into the country, but requires that a court vet each deportation decision in an individually adjudicated case will soon lose the values our democratic system was intended to preserve.

[Attorney General Pamela Bondi @AGPamBondi]

BREAKING: The Supreme Court sides with the Trump Administration on the Alien Enemies Act.

Tonight’s decision is a landmark victory for the rule of law. An activist judge in Washington, DC does not have the jurisdiction to seize control of President Trump’s authority to conduct foreign policy and keep the American people safe.

The Department of Justice will continue fighting in court to make America safe again.

[Bill Ackman @BillAckman]

One would have to imagine that President @realDonaldTrump’s phone has been ringing off the hook. The practical reality is that there is insufficient time for him to make deals before the tariffs are scheduled to take effect.

I would therefore not be surprised to wake up Monday with an announcement from the President that he was postponing the implementation of the tariffs to give him time to make deals.

President Trump has gotten the world’s and our trading partners’ attention and elevated the importance of resolving an unfair tariff regime that has harmed American workers and decimated our industrial base over many decades.

This is a critically important issue that needs to be resolved, and we finally have a president committed to getting this done.

The problem, however, can’t be resolved in days, so why wouldn’t a pause make sense to give the president time to properly resolve this critical issue and to allow companies large and small the time to prepare for changes in their supply chains?

The risk of not doing so is that the massive increase in uncertainty drives the economy into a recession, potentially a severe one.

One thing is for sure. Monday will be one of the more interesting days in our country’s economic history.

[Mario Nawfal @MarioNawfal]

🇺🇸 DOGE VOLUNTEER: ILLEGALS VOTING AND DRAINING BENEFITS—SHOCKING DATA

DOGE volunteer, @AntonioGracias:

"You know, one point three million of them are on Medicaid right now, today.

We looked at the voter rolls, and we found that thousands of them registered to vote in a handful of states.

I’ve seen the data myself, and it’s more than a thousand in just a couple of states. I mean, it is shockingly bad."

Source: @elonmusk, @theallinpod

[Maye Musk @mayemusk]

Thank you. ❤️🇺🇸