IPA PSM 'Sans Haldol, la fête est plus folle' La psy ne soigne pas la connerie (c)**Troufion, videur de boîte de nuit, steward à ses heures perdues**
Dans le carton d'alprazolam
Joined October 2021
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Justine Bibine retweeted
Three minutes after Pete Hegseth tweeted "Patriots in control" (a foundational QAnon slogan), Putin ally/Kremlin propagandist Kirill Dmitriev tweeted "WWG1WGA" (another foundational QAnon slogan).
They know what they're doing. This has activated the QAnon crowd to a degree that I haven't seen in a long time.
Justine Bibine retweeted
If you want to stare into Abyss—by which I mean, the endless rot at the heart of contemporary America—it's the simple fact that this smear of gobshite grew up to become White House Chief of Staff, and not because he amended his grotesque worldview one iota but because he kept it
Justine Bibine retweeted
Expanded National Guard patrols in Washington, D.C. have been approved. New equipment includes light towers, dozens of vehicles, patrol boats, and the arming of some soldiers with rifles. Currently they are mostly military police, specially trained on and carrying sidearms. - AP
Justine Bibine retweeted
David Glosser, Stephen Miller's uncle, told CNN his nephew is an "immigration hypocrite":
Our family history is entirely dependent on our ability to escape a terrible situation in Belarus. Had we not been able to enter America when we did, Stephen Miller would not exist. Everybody else who didn't make it to America ended up dying in the Holocaust.
Justine Bibine retweeted
BREAKING: Trump confirms the US carried out strikes on Iran's Qeshm Island tonight.
"I don't want to talk about it. We do minor strikes, but they built a little bit of an anti-aircraft device and we knocked it out in about 15 minutes, maybe five," Trump told reporters minutes ago.
Justine Bibine retweeted
24 hours ago I wrote that Trump biographers agreed this was the calm before the storm; Trump was going to go crazy, not chill out; and we only had 24–96 hours before it happened.
Well, here we are: Stephen Miller is Chief of Staff, suspension of habeas corpus is being discussed.
Justine Bibine retweeted
While Paraguay arrested their President, their National Anthem played in the halls of Congress and across national television stations.
Justine Bibine retweeted
Chicken Soup for the Soul just sued Elon Musk's xAI. Its best witness is Grok.
The complaint says Grok was asked if it learned from LibGen, a pirate library. Grok's alleged answer:
"The people who trained me didn't hand-curate every single book, they basically vacuumed up whatever was out there."
The complaint's opening is blunt. To catch up in the AI race, xAI needed computing power, "which xAI bought," and copyrighted books, "which xAI stole."
Then it quotes Musk.
On whether AI is trained on copyrighted material: "Yeah that's a huge lie… These AIs are all trained on copyrighted data. Obviously."
On the lawsuits: "By the time these lawsuits are decided we'll have Digital God."
When Jack Dorsey posted "delete all IP law," Musk replied: "I agree."
It also points to a July 2026 Musk post about book scanning. He said he'd asked the team to preserve rare books and scan them "the hard way vs just cutting off the spine and scanning."
The complaint's reading: xAI cuts the spines off other books and scans them.
The stakes:
• 500M+ Chicken Soup books sold since 1993
• Grok claims about 600M monthly users
• xAI raised $20B in January, and SpaceX acquired it a month later
Chicken Soup chose not to file a class action. It says class settlements resolve high-value claims for "pennies on the dollar." It wants a jury to set statutory damages for each book.
Two other publishers filed the same suit the same day.
Again, these are allegations from the Complaint.
Justine Bibine retweeted
In other breaking news:
Michael Sanft, the attorney who represented Duane ‘Keffe D’ Davis, who was convicted of murdering Tupac Shakur in Las Vegas, found dead. No cause of death known @LaMag will have all the details
Justine Bibine retweeted
“plateauing would be catastrophic”
Justine Bibine retweeted
Tuesday was glorious. Celebrate it. Cherish it. It was a historic accomplishment for democracy and all who love it. The fact that a massive storm is now coming and it's going to be horrifying can't be allowed to take away from our joy. But we must face it. cnn.com/2026/11/06/politics/…
Justine Bibine retweeted
An infant died of measles in southwestern Wisconsin.
The coroner listed measles as the immediate cause of death.
It’s the first such death reported in Wisconsin since 1990.
Justine Bibine retweeted
If you don’t believe me and @edzitron maybe you will believe Claude and Gemini.
Whether you do or not, the outcome will be the same.
I had Claude and Gemini work together on analyzing the size of the AI bubble (including the circular-funding circus), the exposure of retirement savings to AI-linked stocks, and a comparison to the size of the 2008 subprime mortgage crisis -- then had Claude cross-check everything and write a combined report. Claude's executive summary:
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The AI bubble by the numbers (Nov 6, 2026)
SIZE
• AI-linked stocks: ~$30T, ~40% of the US stock market
• Value above long-run trend: ~$12-14T (central estimate; range $2-22T)
• Funded AI debt: ~$1-2T, plus ~$4-5T of purchase and lease commitments
BUBBLE INDICATORS
• S&P 500 CAPE: 41 (dot-com peak: 44)
• US market cap/GDP: ~229%, near its 240% all-time record (dot-com peak: 144%)
• Top 10 stocks = 40% of the S&P 500 (16% in 2016)
• AI revenue covers at most 20% of the $1T+ spent on AI infrastructure in 2026
• Big Tech capex ($1T in 2026) exceeds operating cash flow ($804B); hyperscaler free cash flow projected negative by early 2027
• Circular financing: IMF counts $300B equity + $650B debt flowing between AI firms, tied to $1.4T of revenue commitments back to the investors
• Suppliers guaranteeing their customers' debt: ~$260B of explicit backstops (Broadcom alone up to $43B)
• Profits flattered: $160B of $285B in Q2 profit at 5 megacaps came from marking up private AI stakes; longer server depreciation lives add billions per year
• Credit stress: Nvidia CDS hit a record in July; neocloud borrowing now costs ~10%
• Nov 5: Nasdaq -5.5% into correction; chip stocks -12%, worst day since March 2020
RETIREMENT SAVINGS EXPOSURE
• Total US retirement assets: $51.2T (IRAs $19.9T, 401(k)/DC plans $15.0T, pensions $13.6T, annuities $2.7T)
• Invested in AI-linked stocks: ~$10T (range $6-16T), or 12-32% of all retirement assets
• Retirement accounts and pensions hold ~1/3 of all US stocks
• An S&P 500 index fund puts ~40 cents of every dollar into the top 10 stocks, mostly AI-linked
• 80%+ of 401(k) plans default savers into target-date funds; the 10 largest active 401(k) funds hold an average 38% in tech and communication stocks
• Stocks are 34% of US household wealth (dot-com peak: 26.7%)
• Estimated retirement losses: Magnificent 7 fall 25%: ~$1.7T. AI stocks return to trend: ~$4-5T (range $0.7-7.3T). Broad market reversion: ~$12-15T
VS. THE 2008 SUBPRIME CRASH (today's dollars)
• Subprime debt outstanding: $2.1T. AI funded debt: ~0.5-1x that. Including commitments: ~2.4-3.3x
• Housing bubble excess value: $13.4T. AI excess value: ~$12-14T, about the same
• Household wealth lost 2007-09: $22-28T. AI stocks returning to trend: ~$12-14T lost. A broad market reversion: $35-45T
KEY DIFFERENCE: 2008 was leveraged household mortgage debt held by banks. The AI boom is mostly equity, so losses land on shareholders and retirement savers; default risk is concentrated in neoclouds, AI labs and their off-balance-sheet financing vehicles.
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Full report with sources:
claude.ai/artifact/AFTSWS8gN…
