mb retweeted
every large compute project in Abu Dhabi is financed more or less the same way.
sovereign aligned equity comes from Mubadala through G42 and MGX, local banks lend against the real estate and the "take or pay" contracts,
and Khazna's $2.62bn ten year facility was led by ADCB and FAB (regional banks).
a US hyperscaler anchors the build out, (as Microsoft did with 200 MW),
and Washington releases chips in exchange for UAE investment in the US.
minority co investment happens, as MGX and Silver Lake bought into Khazna when e& (Etisalat) sold its 40% stake for about AED 8bn (about $2.2bn), and MGX closed its first fund at about $49bn in July 2026, on the way to $100bn, with a reported $500m minimum ticket.
MGX's only domestic compute holding is that Khazna stake, its job in the US -UAE bargain is the outbound leg of US Stargate, Aligned, OpenAI, xAI and Anthropic, and the money raised in Abu Dhabi is mostly being deployed in America.
the interesting part for me (correct me if I am wrong) is that no private or foreign developer has received Mubadala, MGX, ADQ or ADIA co investment for an Abu Dhabi data centre,
no loan in the Gulf has been secured on GPUs, and Core42's $550m HSBC facility funds its US and European capacity, NOT the UAE.
the doors for an outside investor fall into a few different options:-
equity beside MGX and Silver Lake in a Khazna type platform,
"build to suit" landlord for a listed US hyperscaler,
or a high end tech or operating partner.
standalone ownership of advanced chips is not on the list, and that's 100% deliberate.
mb retweeted
Donald Trump starting a war in the Middle East right before midterms after inheriting an AI supercycle with a Republican House and Senate, the popular vote, and the Supreme Court
Why the Current Standoff Between the United States and Iran cannot last.
There are several reasons why the current situation cannot continue for much longer:
First, the American naval blockade may be effective, but it is important to distinguish between effectiveness and success. There is little doubt that the blockade has caused significant economic damage to Iran. But the purpose of the blockade is not simply to hurt the Iranian economy. It is supposed to force Tehran to change its position. So far, there is little indication that this is happening. If Iran continues to refuse American demands despite the economic pressure, then Washington will eventually have to acknowledge that the blockade is not achieving its strategic objective. The United States cannot maintain such an expensive operation indefinitely simply because it is causing economic pain.
Second, there is a fundamental misunderstanding in Washington about the Iranian leadership. These are not people who are going to surrender because the United States threatens them with another military campaign or imposes additional economic pressure. For the Iranian leadership, this confrontation is about much more than the nuclear program. It is about the survival of the Islamic Republic and its ability to resist what it sees as American attempts to dictate its policies.
The leadership in Tehran is deeply committed to the principle that Iran cannot be seen as surrendering to American pressure. In their view, making concessions under military threats would only encourage Washington to demand more in the future.
Third, the cost of maintaining the current situation is becoming increasingly problematic for the United States. The American military presence in the region, the naval blockade, the protection of shipping routes, and the need to respond to Iranian actions all require enormous resources. At the same time, high oil prices are creating additional economic and political pressures.
Trump may be willing to sustain these costs for a limited period, particularly if he believes that Iran is close to making concessions. But what happens if Tehran continues to refuse? How long can the administration justify maintaining this level of military pressure without achieving a clear political result? Does Trump has the patience to continue this approach indefinitely?
Fourth, Iran has no intention of accepting a situation in which its oil exports are restricted while the rest of the Gulf continues exporting oil without interruption. This is one of the reasons Tehran has been willing to threaten shipping and energy infrastructure in the region. The Iranians want Washington to understand that the blockade will not be a one-sided affair. If Iran pays a heavy economic price, others will pay a price as well.
Fifth, the nuclear issue itself makes the current situation even more dangerous. The absence of an agreement means that there is no stable diplomatic framework for addressing Iran's nuclear activities. Iran may continue rebuilding capabilities damaged during previous military operations, and the longer the confrontation continues, the greater the possibility that elements within the Iranian leadership will question whether the country's existing deterrence strategy is sufficient. Continued military pressure could strengthen the argument that only a nuclear deterrent can guarantee the survival of the Islamic Republic. This would be a particularly troubling outcome for an American strategy that is supposed to prevent Iran from acquiring nuclear weapons.
Sixth, Washington is gradually running out of attractive options. If the United States allows Iran to continue challenging freedom of navigation and threatening regional energy infrastructure without responding, American deterrence could suffer. But if Washington decides to launch another military campaign, it may find itself in a conflict that is far more difficult to end than to begin.
Finally, the current situation is not a stable arrangement that can be maintained for months or years without serious consequences. The blockade is costly, Iran is not surrendering, the nuclear issue remains unresolved, and the risk of a military incident or miscalculation is growing.
Iran will not accept the current situation indefinitely. Tehran will continue to escalate its activities against U.S. interests, and sooner or later, Washington may find itself compelled to respond with overwhelming force.
But most important question that the Trump administration needs to seriously to ask is What happens if Iran refuses to surrender and the Iranian people do not take to the streets?
#IranWar
#iran
🚨CIA Director John Ratcliffe is advising Trump to maintain the "no war, no deal" status quo and allow the economic pressure campaign to continue, sources said
🚨Ratcliffe told Trump that prolonged economic pain will induce Iran to make more concessions — or create enough instability inside the country that citizens revolt
mb retweeted
My quick takeaways on the Anthropic S-1:
1. This is a historical moment
2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense.
3. I always thought OpenAI would drop their S-1 first
4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%.
5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip.
6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t.
7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend.
8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders?
9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here.
10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger.
Let’s go!
11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers.
12. Whatever happens, exciting times to be building in AI.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Washington and Jerusalem Have Learned the Wrong Lessons from Their Wars with Iran
I regret to say that neither the United States nor Israel appears to have learned the most important lessons from their previous military campaigns against Iran.
Five realities must be understood before launching another war:
1. Iran will not surrender. Even a far more intense and destructive military campaign, including strikes against critical energy infrastructure, is unlikely to force Tehran into capitulation. The Iranian leadership will not simply abandon its nuclear ambitions or ballistic missile program under military pressure. If anything, another war could further strengthen its determination to preserve these capabilities.
2. Washington and Jerusalem cannot dictate the duration of the war. Anyone who believes another military campaign can be limited to a few days is making a dangerous assumption. Iran's response is likely to be extensive and violent, potentially forcing the United States and Israel to launch additional strikes. Once this cycle begins, controlling the pace, scope, and duration of the conflict will become extraordinarily difficult.
3. There is no military silver bullet. Striking Iranian infrastructure, including energy facilities, will not magically resolve the Iranian challenge. On the contrary, such attacks could trigger massive Iranian retaliation against energy infrastructure across the Middle East, with devastating regional and global consequences.
4. Iran will have surprises of its own. American and Israeli planners should not assume that Tehran will respond only with missiles and drones. Iran could attempt to disrupt undersea communications cables, conduct unconventional operations, or even launch limited ground operations against vulnerable targets in Kuwait or Bahrain. These are potential scenarios, not certainties, but they cannot be dismissed.
Moreover, another confrontation could rapidly become a regional war, with Hezbollah, Iraqi Shiite militias, and the Houthis likely to join the fighting in one form or another. The assumption that a war against Iran can remain geographically contained is deeply questionable.
5. The global economic consequences could be severe. Another major conflict would almost certainly put substantial upward pressure on global energy prices, particularly if Iranian energy facilities were targeted and Tehran retaliated against Gulf energy infrastructure. The consequences would extend far beyond the Middle East, affecting global markets, inflation, and economic stability.
The bottom line is simple: Without a return to a diplomatic agreement, another military escalation in the Gulf increasingly appears difficult to avoid. But that does not mean another war would achieve its strategic objectives.
Even a highly destructive campaign targeting Iran's most critical infrastructure may fail to produce meaningful strategic gains. Instead, the United States and Israel could find themselves trapped in another prolonged war of attrition, with no decisive outcome, mounting economic costs, and an increasingly unstable Middle East.
The fundamental lesson of the previous campaigns should be clear: Military superiority does not automatically translate into strategic success.
Before launching another war, Washington and Jerusalem must answer a basic question: What exactly can another military campaign achieve that the previous ones failed to accomplish, and what is the exit strategy if Iran refuses to back down?
There is no kinetic solution to the Iranian challenge. Ignoring that reality risks repeating the same strategic mistakes, only at a much higher cost.
#Iran
#iran
Exclusive: U.S. and Israel draw up plans for renewed strikes on Iran after midterm elections. Iranian officials have promised to retaliate this time by expanding their targets, saying war will not be quick nor limited. Our story: w/ @julianbarnes @EricSchmittNYT @ronenbergman @natan_oden
nytimes.com/2026/10/21/us/po…
mb retweeted
The strait is so open that the UKMTO is struggling to accurately report the true number of attacks.
SIGNIFICANT: The UKMTO’s monthly report has just been filed, and one line stands out:
“UKMTO struggling to accurately report true number of attacks with majority of vessels attacked refusing to report to UKMTO.”
I’m sorry, you said MAJORITY? As in >50%?
If this statement holds true for October, that means you’re taking about nearly SIXTY vessels that would have been struck by Iran in the first two weeks of the month…
The U.S. can’t defend these vessel AT ALL.
mb retweeted
The US didn't supply a single Tomahawk to Ukraine... none...
But went and fired ~850 in the first 4 weeks of the Iran War... (160 of those in the first 100hrs)
mb retweeted
Saudi Arabia: “BRO WE ARE UNDER ATTACK DO SOMETHING WE ARE IN AN ALLIANCE!!!!!”
Pakistani Ministry of Defense:
mb retweeted
How is it going, Marco?
Stop importing Russian oil
Start producing more American oil again
That’s the plan
Readers added context they thought people might want to know
Important context: (10/09/26). Donald Trump announced a deal with Vladimir Putin for Russia to supply diesel fuel to global and American markets.
truthsocial.com/@realDonaldTru…
cbsnews.com/news/trump-rus…
(10/09/26). US Department of Treasury, issues licenses Russia to sell and distribute diesel oil.
ofac.treasury.gov/recent-actions…
mb retweeted
According to the BBC, the U.S. uses roughly 3.6 million barrels of diesel fuel per day, which works out to 491,000 metric tons. So... 300,000 tons of diesel is about 14-15 hours worth of U.S. supply.
Trump: "I have just concluded a highly successful discussion with President Vladimir Putin, of Russia, wherein it was agreed that Russia will immediately supply over 300,000 Tons of Diesel Fuel to the American and Global Marketplace, another 500,000 Tons during the month of November, and 1,000,000 Tons immediately thereafter. Additionally, based on the condition of their Diesel Refineries, Russia will then deliver, within a short period of time, 3,000,000 Tons of Diesel Fuel."
mb retweeted
lol, 500 kt in November is only 125 kbpd of diesel.
Russia usually exports nearly ten times that volume when its refinery fleet isn't getting bombed by Ukrainian drones
TRUMP ANNOUNCES DEAL WITH PUTIN FOR RUSSIAN DIESEL SUPPLIES
President Trump says he held a “highly successful” discussion with Vladimir Putin, securing an agreement for Russia to supply diesel to U.S. and global markets.
According to Trump, Russia will deliver over 300,000 tons immediately, followed by 500,000 tons in November and another 1 million tons thereafter.
The announcement comes amid tight global diesel supplies and elevated fuel prices.
The community note is
I’ll take $5,000 dollars over socialism.
It’s not a hard choice.
Vote RED!
Readers added context they thought people might want to know
Opposing socialism on ideological grounds while simultaneously advocating for government-issued "free money" represents a contradiction, as state-funded monetary benefits are a form of public resource distribution rather than free-market capitalism.
britannica.com/money/socialism
mb retweeted
In order to get elected, @BarackObama will start a war with Iran.





































