RuhRoh retweeted
If American companies don’t have a plan to get below this $/MW number, they will die
RuhRoh retweeted
Woke is far from dead. It will be an unbelievable nightmare. Trump admin did not fight it like their lives depended on it. Instead they engaged in corruption, let voters down. They are to blame for the coming madness. That includes Elon too. The self-deception. Sad.
RuhRoh retweeted
Axios reporting this. The next one to be burned and triaged is Lutnick.
This is turning into Trump's night of the long knives.
SCOOP: President Trump authorized a crackdown on companies suspected of diverting Nvidia's advanced AI chips to China on Thursday, but one administration official repeatedly stood in the way: Commerce Secretary Howard Lutnick. axios.com/2026/11/11/trump-l…
RuhRoh retweeted
They absolutely would not be fine, and neither would we for that matter 😭
This isn’t like the president of the United States doing a bunch of flamboyant corruption and getting impeached, we can always find another president.
We can’t just replace the guy whose company the US staked its entire future on (literally all of our GDP growth for the past several years has been from AI, the gains of which are tethered to Nvidia’s performance).
The macroeconomic consequences of fucking-up here are virtually incalculable, to the tune of trillions of dollars and millions of jobs (let alone global hegemony, and the US’ continued ability to avoid large-scale wars that aren’t of our choosing).
This is one of those common cases where the laws of the land simply are not built for the moment.
RuhRoh retweeted
Strategically you should look at the timing.
Alice Huang was framed as a spy story. Then ppl leaked the salaries of Jensens kids to the timeline. Then this scandal.
Controlled detonation. Sign of a political hit. The first scandal primes ppl. Follow ups shape the narrative.
RuhRoh retweeted
1. DC hates Jensen because he doesnt have Lockheed Lib/Mike Pompeo tier views on China
2. BigLab, specifically Anthropic (neocon think tank masquerading as an LLM company btw) wants regulatory capture and has huge pull in DC
Holy crap, why does $NVDA nonstop TMZ scandals keep getting “leaked” left and right.
The cluster of news coming out about Jensen feel extremely bizarre.
RuhRoh retweeted
Genuinely wonder if he will defect.
Chance is <1% but not zero. The racial targeting on multiple levels for him/his mistress is obviously obvious to a high IQ guy like him.
RuhRoh retweeted
The WSJ is reporting that the NVIDIA board is preparing to oust Jensen Huang as CEO, and is preparing to meet later today.
RuhRoh retweeted
prepare for an economy that is 100% nonprofit grifting for vaguely charitable sounding causes that progress is never made towards
RuhRoh retweeted
If your argument is "working class people won't support a project unless they get direct cash benefits, before the project even starts, and the benefits have to be cash (they can't reason about abstract things like city budgets)" then that's an argument for removing their input from any consequential decisionmaking as expeditiously as possible.
That is not the perspective of a person who can participate usefully in important decisions about their own lives.
On its surface this looks silly and easy to make fun of but what data center builders are not clocking is:
in the minds of people who live in these places data centers represent massive wealth creation for someone who doesn’t live there. While they don’t get to directly participate. It *feels* like extraction.
These are working class people, some at the margins, so pushing back *feels* like taking power back. These are people who have been promised the run and the moon by new Casino projects, jobs and property values from a new highway overpass projects, all of which did nothing and in some cases harmed their community. They’re jaded and have heard it all
If data centers actually want to get their projects built in communities like this, hate to say it, but they are going to financially incentivize the people there. Do things for them *before* any shovels. Communicate that these benefits will continue as the project succeeds. Give each house hold some financial or quality of life incentive to support it. Not theoretical, tangible and presently available
Just my 2 cents
RuhRoh retweeted
Quoting from Grable's study:
"Moreover, the evidence presented in this article very strongly suggests that Ukrainian losses in KIA/MIA are higher than Russian losses, both relatively and absolutely."
‼️King’s College London War Studies PhD Alexander Grable just published a paper that directly challenges the core Western claim about the Ukraine war: that Russia is taking multiples of Ukrainian casualties and is being steadily attrited.
The article appears in the official 2026 Russia Seminar proceedings of the Finnish National Defence University.
Using open-source data only, Grable argues the opposite is true - Ukrainian irretrievable losses are substantially higher, both absolutely and relatively.
The most striking indicators:
➡️ Ukrainian Ministry of Health / National Institute of Strategic Studies amputee figures, even when deliberately adjusted downward to match the best U.S. medical performance in the War on Terror, imply 400,000–520,000 Ukrainian KIA by late 2024.
➡️ Parallel Russian military-hospital data (obtained via a defector) shows far fewer amputees relative to admissions.
➡️ Body exchanges across the war average roughly 12.5 Ukrainian dead returned for every 1 Russian.
➡️ Open-source Russian death tallies (Mediazona and similar) show serious inflation when cross-checked against obituaries and probate records. A 2025 prisoner cohort of ~4,000 produced only ~112 corroborated deaths by late summer — incompatible with claims of 30–50k Russian dead per month.
Grable’s conclusion: Russian KIA/MIA are very probably lower than most Western estimates, Ukrainian losses are very probably higher, and Ukraine is on the wrong side of the attritional gradient. Russia has used superior firepower, training, and its reconnaissance-strike complex to impose highly unfavorable ratios.
Full paper (free PDF): doria.fi/handle/10024/195520
This is not a fringe blog or a politicised claim. It is a published contribution to a major military university’s research series.
Time will tell but they've had a plan of "create ASI and then annihilate everyone else" and they seem pretty intent on following it
RuhRoh retweeted
so i just finished reading this fantastic essay of things yet to come with the advent of machine intelligence
again, this is writing I expect from VCs, but maybe something like this couldn't be written by a VC given their vantage point
yes, I read it from start to finish (with some breaks in between)
again, very stellar work by will and joe here - feels like it was written from a place very high up in manhattan overlooking the city skyline
what I really enjoyed about this piece is how it was (mostly) written from the perspective of Capital itself, and takes the maximalist position with respect to what its trying to argue, which is that the key levers of the america's economy will be oriented around inputs and outputs to increasing machine intelligence at scale within and between firms
i would say the weakest area of the essay would be how nationalization occurs between the sovereign and private firms
from all the critiques I've seen of this piece, i don't think i've any one address how nationalization would occur
an easy hole to poke here would be how the CHIPS Act has unfolded between the Biden and Trump administrations; essentially, the latter gave away the former's milestone-based financing to Intel with no strings attached
intel is shitting the bed right now in the market
(i'm not even going to reference the whole NVIDIA debacle here)
that said, the piece gets the core things right: inequality will run rampant, the key split will be among owners themselves in the K economy, and how high-performing labor will need to be compensated like capital
i especially liked how the two authors tied compute to keeping the dollar as the GRC because if american AI successfully proliferates, that'll drive demand for dollars
i believe the commanding heights will prove to be a prescient piece in the times to come
9.5/10, well done again @WillManidis
The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
RuhRoh retweeted
Western University (@WesternU), my alma mater, just posted a job for a tenure-track professor of Mathematics
"Pursuant to Section 14 of the Ontario Human Rights Code only applicants who self-identify as a woman in their cover letter will be considered for this opportunity."
