🚨 Let me explain what the Pentagon just proposed and why nobody should be sleeping tonight..
they briefed Trump on extracting 1,000 pounds of enriched uranium from deep underground in Iran..
> step 1.. fly hundreds of troops into hostile territory
> step 2.. parachute in the 82nd Airborne to "secure the perimeter" of an entire nation shooting at you
> step 3.. build a runway from scratch in the middle of Iran
> step 4.. bring heavy excavation equipment to blast through 300 feet of rubble
> step 5.. send special operators underground in hazmat suits with blow torches
> step 6.. find the uranium while checking every container for booby traps and decoys
> step 7.. decontaminate everything
> step 8.. fly it all out through airspace full of Iranian missiles
timeline.. weeks to months.. under constant fire.. only a few dozen people in the entire US military are trained for nuclear material retrieval..
yesterday Trump said the uranium doesn't matter because it's too deep underground.. today the Pentagon gave him a plan to dig it up..
what exactly happens when a president who wanted to walk away gets handed a plan to walk in..
they briefed Trump on extracting 1,000 pounds of enriched uranium from deep underground in Iran..
> step 1.. fly hundreds of troops into hostile territory
> step 2.. parachute in the 82nd Airborne to "secure the perimeter" of an entire nation shooting at you
> step 3.. build a runway from scratch in the middle of Iran
> step 4.. bring heavy excavation equipment to blast through 300 feet of rubble
> step 5.. send special operators underground in hazmat suits with blow torches
> step 6.. find the uranium while checking every container for booby traps and decoys
> step 7.. decontaminate everything
> step 8.. fly it all out through airspace full of Iranian missiles
timeline.. weeks to months.. under constant fire.. only a few dozen people in the entire US military are trained for nuclear material retrieval..
yesterday Trump said the uranium doesn't matter because it's too deep underground.. today the Pentagon gave him a plan to dig it up..
what exactly happens when a president who wanted to walk away gets handed a plan to walk in..
✍1
▪Geopolitics and the Strait of Hormuz:
➤ Countries that use the Strait of Hormuz should take care of its security themselves. NATO is a "paper tiger"; the United States doesn't need it.
➤ Countries suffering from rising oil prices should buy fuel from the US - we have plenty of it. And they should have the courage to protect it themselves in the Strait of Hormuz.
➤ When the conflict ends, the Strait of Hormuz will open up naturally.
➤ I called Emmanuel Macron in France to discuss help on the Iran issue, but he refused. His wife treats him very badly, and he's still recovering from a punch in the jaw.
▪Military plans and strategy:
➤ Iran could have reached Europe and the US very soon. The most important thing for us now is not diplomacy, but continuing military action against Iran.
➤ We are on the way to achieving our goals, and this will happen very soon. In the next 2-3 weeks, we will deal them a very strong blow and send them back to the Stone Age, where they belong.
➤ If the deal doesn't go through, we will hit each of their power stations very hard. They no longer have an air defense system, so they won't be able to do anything about it.
▪Negotiations and politics:
➤ Negotiations are ongoing these days. Their new leadership is less radical, so we can say that the regime has already changed.
➤ I intend to correct the mistakes made by my predecessors regarding Iran. The nuclear deal with Iran was a flawed agreement that should never have been concluded.
➤ Iran will never possess nuclear weapons. My actions have significantly hindered Iran's ability to obtain a nuclear bomb.
▪Assessment of the war and Iran's losses:
➤ We have been at war with Iran for just 32 days, and they have already been destroyed. The war in Iraq lasted 8 years.
➤ Iran's leaders are dead, its fleet and air force have been destroyed, the leadership of the IRGC has been eliminated, and military factories have been blown up - there's very little left of them.
➤ Iran's navy has been destroyed, and its air force is in ruins. Most of Iran's leaders have died.
➤ Iran's ability to launch missiles and drones is limited. American forces have greatly weakened the Iranian army.
➤ Iran has very few soldiers left. Never in the history of wars has an enemy suffered such obvious and crushing losses in just a few weeks.
▪Missiles and military potential:
➤ Iran wanted to produce as many missiles as possible, and they succeeded, with the maximum possible range. They had types of weapons that no one believed in their existence.
➤ We just found this out. We destroyed them. We destroyed them all.
➤ Iran was close to acquiring missiles capable of reaching Europe and the US.
▪Economy and consequences:
➤ The short-term rise in fuel prices in the US is caused by Iran's actions, but the country's economy is ready for this, it's in good shape.
Please open Telegram to view this post
VIEW IN TELEGRAM
🏆1👀1
This media is not supported in your browser
VIEW IN TELEGRAM
In a world full of people gaming the system, being genuine is the ultimate alpha
🗿1
This media is not supported in your browser
VIEW IN TELEGRAM
You won $179k and acted like absolutely nothing happened
🐳1
Chart from FT: Apple generates far more revenue per dollar of fixed assets than Meta, Alphabet, Microsoft, or Amazon, and is expected to stay there.
Apple does not need to win that race to profit from it. Apple remains exceptionally good at capturing value without owning every capital-intensive layer beneath it.
For each dollar of property and equipment last year, it generated more than $8 of revenue, versus roughly $2 at Amazon and a little over $1 at Meta.
That sounds like an AI story, but it is really a capital-intensity story.
The firms building frontier models and cloud infrastructure have to pour capital into chips, servers, networking, and power, which drags down revenue generated per dollar of fixed assets.
One valuable position in AI is the consumer interface.
If users meet AI through the phone, the operating system, the assistant, and the default settings, then Apple can broker demand while other firms absorb much of the training and infrastructure cost.
Apple may be in the best position not because it solved AI, but because it avoided owning the most expensive layer of the stack while still controlling the device where many people will actually use it.
There is real demand for those super expensive infrastructure for sure, cloud backlogs are rising, and unlike the late-1990s fibre boom, much of this capacity already has customers waiting.
But demand today does not settle the harder question of whether these assets will stay scarce, productive, and economically justified once newer chips, shifting model economics, and slower adoption start to bite.
The deeper lesson is that technological revolutions do not always reward the company that builds the most infrastructure. Sometimes they reward the company that owns access, keeps its balance sheet clean, and waits for everyone else to discover the cost of being early.
Apple does not need to win that race to profit from it. Apple remains exceptionally good at capturing value without owning every capital-intensive layer beneath it.
For each dollar of property and equipment last year, it generated more than $8 of revenue, versus roughly $2 at Amazon and a little over $1 at Meta.
That sounds like an AI story, but it is really a capital-intensity story.
The firms building frontier models and cloud infrastructure have to pour capital into chips, servers, networking, and power, which drags down revenue generated per dollar of fixed assets.
One valuable position in AI is the consumer interface.
If users meet AI through the phone, the operating system, the assistant, and the default settings, then Apple can broker demand while other firms absorb much of the training and infrastructure cost.
Apple may be in the best position not because it solved AI, but because it avoided owning the most expensive layer of the stack while still controlling the device where many people will actually use it.
There is real demand for those super expensive infrastructure for sure, cloud backlogs are rising, and unlike the late-1990s fibre boom, much of this capacity already has customers waiting.
But demand today does not settle the harder question of whether these assets will stay scarce, productive, and economically justified once newer chips, shifting model economics, and slower adoption start to bite.
The deeper lesson is that technological revolutions do not always reward the company that builds the most infrastructure. Sometimes they reward the company that owns access, keeps its balance sheet clean, and waits for everyone else to discover the cost of being early.
👀1
🇨🇭 Global One SI - Prompt
🚨 Do you understand what this man just pulled off.. > a guy from North Carolina used AI to generate hundreds of thousands of songs.. uploaded them to Spotify, Apple Music, Amazon.. then botted billions of streams on his own tracks and walked away with $8…
Spotify’s AI music boom is now redirecting millions of dollars away from human musicians and towards AI.
The article says 34% of daily uploads are now AI-generated, or about 50,000 tracks per day, which suggests the royalty dilution problem could grow long before listeners can reliably tell what is synthetic.
The basic problem is simple supply: streaming platforms split a royalty pool by share of total plays, so every stream captured by cheap AI-generated tracks slightly shrinks the payout going to songs made by people.
The reported estimate from Sloptracker says more than $2.5M has already been diverted by just 50 AI artists.
The deeper issue is that music platforms reward attention at scale, and AI can produce songs in huge batches with almost no recording costs, no session players, and no studio time.
A human artist is limited by time, skill, and studio cost, while an AI system can generate huge volumes of passable music fast enough to flood recommendation systems, playlists, and search results.
The article says 34% of daily uploads are now AI-generated, or about 50,000 tracks per day, which suggests the royalty dilution problem could grow long before listeners can reliably tell what is synthetic.
The basic problem is simple supply: streaming platforms split a royalty pool by share of total plays, so every stream captured by cheap AI-generated tracks slightly shrinks the payout going to songs made by people.
The reported estimate from Sloptracker says more than $2.5M has already been diverted by just 50 AI artists.
The deeper issue is that music platforms reward attention at scale, and AI can produce songs in huge batches with almost no recording costs, no session players, and no studio time.
A human artist is limited by time, skill, and studio cost, while an AI system can generate huge volumes of passable music fast enough to flood recommendation systems, playlists, and search results.
👀1
This media is not supported in your browser
VIEW IN TELEGRAM
Russian DIY modification for a tactical drone - a drum-style, six-shot revolver drop mechanism. The drone carries six munitions at once, releasing them sequentially: "The system is universal: it can be mounted on both a DJI Mavic quadcopter and an FPV drone. Now, the operator has six times the chance of striking a target—a critical advantage, especially if the initial pass misses its mark."
⚡1
🇨🇭 Global One SI - Prompt
The Orion spacecraft successfully separated from the upper stage of the rocket, and the "proximity operations" test is underway. The Artemis II astronauts are manually piloting Orion similarly to how they would if they were docking with another spacecraft.
This media is not supported in your browser
VIEW IN TELEGRAM
The crew have successfully flown and controlled the Orion spacecraft, demonstrating the capabilities needed for docking with human landing systems.
👀1
This media is not supported in your browser
VIEW IN TELEGRAM
Formulas might turn me into a millionaire but, I resist.
🗿1
This media is not supported in your browser
VIEW IN TELEGRAM
To launch drones into high-risk zones, a staging area and personnel on the front line were always required. The Ukrainian autonomous ground vehicle ULTRA from Overland AI allows the Armed Forces of Ukraine to deploy drones without having soldiers present on the front line.
⚡1
Most people are asking the wrong question about rearmament and commodities.
Global military spending is now ~$2.7T and rising fast.
A structural rebuild of industrial capacity.
But the impact is not equal across materials:
• Rare earths → direct and decisive
Used in magnets, sensors, guidance systems, electronic warfare
• Strategic materials → biggest hidden leverage
Tungsten, tantalum, antimony, gallium, graphite
Small markets, few substitutes, highly sensitive to demand
• Copper → real, but not the main driver
Defense adds demand, but electrification, grids and data centers dominate
• Silver → positive, but secondary
Used in electronics and military systems, but driven more by solar and macro
What most miss:
The demand shock is not from weapons being used.
But from:
• rebuilding stockpiles
• expanding production
• reshoring supply chains
• increasing redundancy
That is a long-cycle industrial shift.
The ranking:
Rare earths
Strategic bottleneck materials
Copper
Silver
Global military spending is now ~$2.7T and rising fast.
A structural rebuild of industrial capacity.
But the impact is not equal across materials:
• Rare earths → direct and decisive
Used in magnets, sensors, guidance systems, electronic warfare
• Strategic materials → biggest hidden leverage
Tungsten, tantalum, antimony, gallium, graphite
Small markets, few substitutes, highly sensitive to demand
• Copper → real, but not the main driver
Defense adds demand, but electrification, grids and data centers dominate
• Silver → positive, but secondary
Used in electronics and military systems, but driven more by solar and macro
What most miss:
The demand shock is not from weapons being used.
But from:
• rebuilding stockpiles
• expanding production
• reshoring supply chains
• increasing redundancy
That is a long-cycle industrial shift.
The ranking:
Rare earths
Strategic bottleneck materials
Copper
Silver
✍1
Europe has long harboured ambitions to domestically develop medium-altitude long-endurance (MALE) uninhabited aerial vehicles (UAVs). Except for Turkiye, it has so far failed to do so, despite two decades of sporadic effort. The United States remains the default provider for European states looking to acquire off-the-shelf MALE UAVs.
👀1
Militaries across the Middle East are investing heavily in artificial-intelligence-enabled military technologies. Israel is the most advanced regional player in this area, deploying AI weapons systems; intelligence, surveillance and reconnaissance; and decision-support systems in combat across the region. Turkiye has also developed several AI military systems, while the United Arab Emirates is investing in international arms manufacturers with a view to later indigenising this technology.
🇨🇭 Global One SI - Prompt
LAUNCH! ARTEMIS II LAUNCHES on the first attempt!
This media is not supported in your browser
VIEW IN TELEGRAM
Apollo 11 vs. Artemis II: 57 years difference.
🇨🇭 Global One SI - Prompt
🌍 🇨🇭 JURISDICTION SPOTLIGHT: SWITZERLAND [DAO Legal, AI Regulated] Where should you incorporate your AI agent company? Here's why Switzerland matters for Zero-Human Companies 👇
Key advantages for AI agents:
• NOT bound by EU AI Act
• DLT Act: comprehensive tokenized systems framework
• Crypto Valley Zug = global blockchain hub
• FINMA clear token classification
zhcinstitute.com/resources/jurisdiction/switzerland/
• NOT bound by EU AI Act
• DLT Act: comprehensive tokenized systems framework
• Crypto Valley Zug = global blockchain hub
• FINMA clear token classification
zhcinstitute.com/resources/jurisdiction/switzerland/
👀1
🇨🇭 Global One SI - Prompt
Key advantages for AI agents: • NOT bound by EU AI Act • DLT Act: comprehensive tokenized systems framework • Crypto Valley Zug = global blockchain hub • FINMA clear token classification zhcinstitute.com/resources/jurisdiction/switzerland/
We're documenting the global landscape for agent-native companies at ZHC Institute.
Full jurisdiction database: zhcinstitute.com/resources/jurisdiction/
Full jurisdiction database: zhcinstitute.com/resources/jurisdiction/
✍1
This media is not supported in your browser
VIEW IN TELEGRAM
🚢Satellite imagery captures a rare event, three large tankers loading simultaneously at the Al Muajjiz Terminal on Saudi Arabia’s Red Sea coast.
Explore & compare here: tinyurl.com/47h6c8t2
#SaudiArabia #MiddleEast #RedSea
Explore & compare here: tinyurl.com/47h6c8t2
#SaudiArabia #MiddleEast #RedSea
🇨🇭 Global One SI - Prompt
🚢Satellite imagery captures a rare event, three large tankers loading simultaneously at the Al Muajjiz Terminal on Saudi Arabia’s Red Sea coast. Explore & compare here: tinyurl.com/47h6c8t2 #SaudiArabia #MiddleEast #RedSea
The Al-Muajjiz oil terminal along Saudi Arabia's Red Sea coastline was constructed in 1988 in support of Saddam Hussein's ambition to support Iraqi oil exports due to the ongoing Tanker War. The 1.65 Mbpd Iraq Pipeline through Saudi Arabia (IPSA) has been mothballed since Gulf War 1.