an actual insane person
University of Science
Joined August 2008
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鬼城之鬼 retweeted
The US Army Is Building Its Own Chatbot for Combat
wired.com/story/army-develop…
鬼城之鬼 retweeted
Trump Announces Drone Tariffs to Bolster U.S. Supply Chains and Counter China
The duties are tiered according to the capacity of the drones and their place of origin
wsj.com/economy/trade/trump-…
鬼城之鬼 retweeted
6 months ago:
if you ranked well in Google
you ranked well in ChatGPT/Claude/etc
Today:
you can rank well in one and not the other
I’m seeing more and more people with non existent Google rankings do extremely well in AI
鬼城之鬼 retweeted
Qatar didn't just build the world's biggest LNG fleet.
It rewrote the economics of global gas shipping.
Here's the story nobody tells.
In the early 2000s, Qatar faced a simple problem:
Ras Laffan to Japan = thousands of nautical miles.
Small vessels = too many voyages.
Too much cost, not viable at scale.
So Qatar did what big players do.
It built bigger ships.
🚢 Q-Flex 210,000-217,000 m³
🚢 Q-Max 260,000-266,000 m³
The largest LNG vessels ever built.
Each one carrying nearly double a standard tanker.
Fewer voyages.
Lower cost per MMBtu.
Structural freight advantage over every competitor.
Now connect to today:
Ras Laffan just took Iranian strikes.
17% of Qatar's export capacity is offline.
Force majeure declared on European contracts overnight.
Those giant Q-Max vessels sitting idle in port aren't just a shipping story.
Each one offline is 266,000 m³ of gas Europe and Asia aren't getting.
Qatar spent 20 years building the most efficient LNG supply chain on earth.
One war shut it down in a week.
The bigger the system the bigger the shock when it breaks.
Subscribe to my newsletter, link in my bio
鬼城之鬼 retweeted
🇷🇺🇺🇦 Russian military bloggers are reportedly alarmed, claiming that Ukrainian forces have begun using kamikaze drones equipped with “graphite bombs” in strikes on Russia’s energy infrastructure.
🔌⚡️ According to Defense Express, this type of weapon disrupts equipment and power systems without causing direct structural destruction.
🔹 It works by creating large-scale short circuits.
💣 A graphite bomb is a cluster munition containing dozens of submunitions filled with conductive graphite filaments. Once released, these fibers spread over a wide area.
🎯 The filaments settle on power lines, transformers, and insulators, creating unintended electrical connections between phases or to the ground.
☑️ This results in massive short circuits and electrical arcs that damage or destroy equipment.
See the latest updates with us: @NSTRIKE1231
鬼城之鬼 retweeted
This is wild: Citrini sent a dude with $15,000 cash, recording sunglasses, and a pack of Cuban cigars to the Strait of Hormuz. What he found flips everything Wall Street thinks about the strait on its head.
Every hedge fund, every macro desk, every retired general on CNBC is watching the same AIS shipping data to price Hormuz risk. The analyst signed a pledge at an Omani checkpoint promising not to gather information, then smuggled in a gimbal, a microphone kit, and a 150x zoom Leica camera past the border officer who inspected his bag.
What he discovered on the ground: the AIS data everyone is trading on is missing roughly half of what's actually transiting the strait on any given day. Ships are going dark, spoofing destinations, broadcasting "CHINESE CREW OWNER" through transponder fields to avoid getting hit. Iran's ghost fleet is running 29+ laden tankers inside the Gulf with transponders off, moving an estimated $3B in crude to Malaysia since the war started.
The entire market is pricing a "closed" strait off satellite imagery and transponder data that has a 50% blind spot. Every oil model, every supply forecast, every macro call built on AIS throughput numbers is working from a dataset that systematically overstates the disruption.
When the signals deliberately go dark, the people staring at dashboards are the last to know what's happening. Citrini figured that out by putting a guy on a speedboat 18 miles from the Iranian coast while Shahed drones flew overhead.
The gap between "what AIS says" and "what's actually transiting" is the most mispriced variable in energy right now.
Strait of Hormuz: A CitriniResearch Field Trip
The Field Report from Analyst #3 is live.
citriniresearch.com/p/strait…
鬼城之鬼 retweeted
SECOND
This is the big one: AI is accelerating brand switching.
Almost half of consumers say they’d consider a different brand if an AI assistant recommends it. That’s wild.
For years, brand loyalty + paid acquisition + SEO defined the playing field.
鬼城之鬼 retweeted
Hi @lilyraynyc, we are building @conscriba (releasing next week) that will automate WebMCP creation for websites, with analytics and A/B testing. Would love to hear your feedback, can I DM you regarding the invitation to testing?
鬼城之鬼 retweeted
America is wasting its ammunition on fake inflatable buildings.
In Iran, some cities consists of 95% inflatable buildings.
They cannot be conquered.
鬼城之鬼 retweeted
I've been researching agentic commerce. The pattern I keep seeing across payments (Stripe's Agentic Toolkit, Visa's Trusted Agent pilots), infrastructure (Skyfire, Nekuda), and now browsers (WebMCP):
Every layer of the internet commerce stack is being rebuilt with a machine-to-machine interface alongside the human one.
The companies that treated mobile as "just a smaller screen" lost a decade. The ones treating agents as "just another browser" are making the same mistake.
鬼城之鬼 retweeted
Google rolled out their Universal Commerce Protocol on Etsy and Wayfair.
When someone shops in Google AI Mode, the agent checks out for them.
If your store doesn't have UCP, the agent skips you. It doesn't even know you exist.
鬼城之鬼 retweeted
The Shopper Schism: the permanent structural separation of the human who consumes from the algorithm that purchases.
When this happens, the marketing funnel doesn't just change. It becomes architecturally obsolete.
More on Jan 15: linkedin.com/newsletters/the…
鬼城之鬼 retweeted
“De-risking” extended beyond high tech to include ICT, traditional manufacturing, and financial services.
🇨🇳 ’s share of 🇹🇼 outbound FDI:
2010 = 83.8% (peak)
2012-2015 = 42%
2016-2019 = 23%
2020-2023 = 5%
2024 = 7.5%
2025 = -2.7% ($1.5 B, 59% decline)
De-risking works!!! 🇹🇼
Taiwan’s GDP increased by 8.63% in 2025, up from 5.27% in 2024. Since 2016, China has used heavy coercive tactics against Taiwan.
Taiwanese invested domestically and SEA supply chain after cutting their losses in China, unlike Europe (UK and Germany) which continued pouring billions into China instead of rebuilding their supply chain and investing in their people.
鬼城之鬼 retweeted
BUSINESS NAME:
This is the most powerful ranking factor you control.
Google weights keywords in your business name heavily. If your name is "Smith & Sons LLC" you're competing against "Miami Plumbing Pros" and losing.
Here's the play:
Actually change your legal business name. File the paperwork. Update your LLC.
"ABC Services" becomes "ABC Plumbing Services Miami"
Yes, this costs $100-200 in filing fees. Yes, it's worth 10x that in ranking power.
I've seen businesses jump 15+ spots in the Map Pack within 60 days just from this change.
Warning: Don't just change your GBP name without changing your legal name.
Google will catch it, suspend your profile, and you'll spend weeks in recovery hell.
鬼城之鬼 retweeted
Your value proposition isn't something you figure out in a boardroom and announce. It's built by listening to what your customers actually say about you, then testing it until it sticks. Talk to people. Really listen. That's where the real work starts. #StartupLife
鬼城之鬼 retweeted
Entity SEO revolutionizes local search by shifting focus to identifiable concepts rather than keywords. Brightview Senior Living's transition to entity linking boosted clicks by 25% and impressions by 30%. Expect more brands to follow suit for improv marclaclear.com/entity-linki…