I'm launching a new firm where we invest in quantum trendlines that go back in time.

It's going to be fascinating to see what the talking heads say, one week before the collapse.

July 20th

Prompt engineering is dead.

We're entering the era of:

1. Memory engineering (owning your AI data locally)

2. Context engineering (a portable AI database)

3. Loop engineering (/loop in Claude Code)

If you want elite AI outputs, focus on these three verticals.

The Middle East countries every time Iran gets upset with the U.S

Europe's goods trade deficit with China just neared a record 376 billion euros.

Imports from China: 572 billion.
Exports to China: 196 billion.

That gap has nearly doubled since the US-China trade war began in 2018.

Europe now, without proper tariffs, is the one absorbing China's surplus.

Porsche's China sales are on pace to fall from 90,000 cars in 2021 to 27,000 in 2026.

A 70% collapse in 5 years.

This is the auto industry symbol, playing out in real time.

Foreign automakers held 60% of Chinese car sales 2 decades ago.

Now it is under 40%, and falling.

WELCOME TO DJT INTERNATIONAL AIRPORT 😂

Space data centers aren’t going anywhere before the mid 2030s. Even Google’s optimistic math says launch costs must fall below $200/kg, while cooling, repairs and orbital networking remain unproven at scale. Elon can fly a GPU next year. That doesn’t make it a viable data center.

I’m team Sam on this one. Elon calling people scammers while pitching space datacenters is just way too funny. Sam cooked him. 🤣

Humanity spent 300,000 years developing intelligence just to outsource it the moment thinking became inconvenient.

🇺🇸🇺🇦🇷🇺‼️🚨 LINDSEY GRAHAM'S TIMELINE

Last 48 hours:
1) Visits Ukrainian drone factories
2) Russia strikes drone factories
3) Graham “dies suddenly”

It could, of course, be a sudden heart attack right after returning home, but it could also be that he was struck in a drone factory by Russia.

Could someone in the administration have sent him there to get rid of him, knowing of the strike?

It seems odd.

Was it an internal US coup, Russian strike, or just a sudden heart attack?

To be clear, I have no clue what happened to him.

But here are some realities:

1) If Russia actually killed him, accidental or intentional doesn’t matter … then the U.S. would NEVER admit it (not instantly). That would create uncontrollable pressure for direct war with Russia. They would try to smooth it over somehow. Most likely pretending he died in a different way.

2) In the high-stakes geopolitical game Lindsey participated in, people can be gotten rid of. It’s about trillions of dollars and millions of deaths. People are ruthless. And Lindsey flew too close to the sun. He basically was involved in the regime change US foreign policy of 2026 and that went not so well … he wanted to push more and further.

Remember, Trump went through multiple assassination attempts. How many Kennedys died? Everything is possible in world power.

3) Of course it can be just a sudden heart attack. But the timing is wild. Hey, that’s the randomness of life sometimes.

If you still haven't taken the time to set up Hermes agent, you'll want to save this.

Step-by-step walkthrough of exactly how to set up Hermes.👇

(how to install Hermes, connect tools, build a memory system & more)

Life of Gen Z

- School is a scam.
- College degree is useless.
- COVID stole prime memories.
- Al replace your jobs.
- Houses cost your soul + 30 years.
- WW3 looks like it’s coming quick.
- And boomers still say you're lazy

"Think twice"

i don't even think once

Space data centers are not impossible. Elon’s timeline is the bullshit part.

Google is actually working on this. Even its optimistic analysis says launch prices need to fall below $200 per kg before orbital compute starts looking competitive. Today they are still in the thousands, and Google projects that threshold only by the mid 2030s.

Then comes the engineering. Space is cold, but a vacuum cannot carry heat away. Every watt from a GPU must ultimately leave through massive radiators, and nothing close to data center scale has ever flown. Add radiation, shielding, huge solar arrays, extreme bandwidth requirements and hardware failures.

On Earth, technicians replace dead GPUs. In orbit, dead hardware stays dead unless you launch replacements or develop autonomous repair systems that do not exist at this scale. Meanwhile, new AI hardware arrives every year.

Flying a prototype next year is believable. That proves a chip can run in space. It does not prove orbital data centers make economic sense.

Commercial scale is a mid 2030s project at the absolute earliest, probably later. Right now this is investor fan fiction.