Heriberto Acosta Maestre @ham_pr

China is forcibly deindustrializing Germany (and all of Europe)

Bonnie Glaser / 葛來儀 @BonnieGlaser

a day ago

“As panic spreads among German manufacturers, layoffs are rolling thru formerly prosperous villages with no living memory of a downturn. The moment could become a political turning point for a country whose wealth was largely created by the Mittelstand.” wsj.com/economy/china-…

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America is running out of places to gather: Bars and clubs per capita have fallen over 60% since the late 1970s, and since 2001 a fifth of movie theaters have shut their doors. Over the past two decades, the country has lost roughly 2,000 golf courses and 7,000 bars and nightclubs. Catching live music now costs a pretty penny: top-tour concert tickets averaged $134 last year, up +42% from 2019. So Americans stay in. Nearly 80% see friends and family less than three times a week. Read that again. America has traded their community for their couch.

David Sacks broke down on the All-In podcast why Alex Karp's CNBC outburst was not a meltdown but a warning, and then laid out exactly how Anthropic is running the same playbook Microsoft used to kill an entire generation of software companies. The media called Karp unhinged. Sacks said the opposite. Karp was describing what enterprise customers actually want. Control over their compute, their models, their data, their alpha. Ownership of the means of production. Then he named the proof. Anthropic's chief product officer sat on Figma's board. He did not resign until 3 days before Anthropic launched Claude Design, a direct competitor. Figma's stock is down 50 percent this year. Sacks called it a pattern. Claude Code, Claude Science, Claude Security, Claude Legal, Claude Financial. Every vertical where a customer built value on top of Anthropic's model got absorbed by Anthropic itself. Word Perfect and Lotus 123 got replaced by Excel and Word. Nobody who went to bed with Microsoft in the 80s woke up with their business intact. What do you think?

12 Things Everyone Should Know About Behavior Genetics 1. All traits are partially heritable stevestewartwilliams.com/p/12-things-ev…

America has 18 years left to go before we've outlasted the Qing Dynasty, 26 years before we've outlasted the Ming Dynasty, and 39 years before we've outlasted the Tang Dynasty. I think we can do it! noahpinion.blog/p/the-american…

America is the most powerful empire. Yet, it has not annexed another sovereign country since 1898. It’s arguably the most morally constrained in history. No previous hegemonic power with military superiority exercised so little direct annexation during its period of dominance.

The United States is 3 human lifetimes old. That’s it. In those short years we invented the light bulb, the telephone, the airplane, the transistor and the internet. We turned a few wooded colonies into the most powerful nation in the history of the world.

🚨#BREAKING: A German soccer fan who flew to the USA but was fearful about coming because of news about criminals and people being mean... ...breaks down into TEARS, live on air saying he has FALLEN IN LOVE with America after a random man named "Bob" in Boston gave him a ride home after he was stuck at a game with no way back to his hotel The German soccer fan's name is Sebastian, he said after meeting Bob, he extended his entire trip. He said leaving America will hurt worse than watching Germany get knocked out of the World Cup. "I fall in love with America. I'm sorry, it's just so emotional. Americans are not rude... if we are together, we can achieve great things." THIS IS THE AMERICA I KNOW!!!!!! 🇺🇸🇺🇸🇺🇸

Europoors: if we stop using AC we will solve climate change China: 1M sq ft indoor ski resort that has 10 MW of refrigeration running 365 days a year

Elon, this is the moment where you're supposed to wise up and abandon classical liberalism. If you let takers vote, they will not only take more and more, they will make it more and more rewarding to be a taker, and they will convert more and more makers into takers, forever. Until the makers cannot carry the takers any more. Universal suffrage leads to universal suffering.

Elon Musk @elonmusk

2 days ago

@FoxNews Mamdani has built nothing. He is a taker, never a maker.

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America burned Japan's first gift of cherry trees. All 2,000 of them, on President Taft's direct order. The 1910 shipment arrived in DC crawling with insects and nematodes. Agriculture inspectors condemned the lot, Taft signed off on the bonfire, and the State Department braced for a diplomatic disaster. Tokyo's mayor, Yukio Ozaki, responded by sending 3,020 more, grafted from the famous grove along the Arakawa River. Those trees have spent a century paying the friendship back. Four days after Pearl Harbor, vandals chopped down four of them. Park officials renamed the survivors "Oriental" cherry trees for the rest of the war to protect them from axes. Then came the twist. By 1952 the original Arakawa grove in Tokyo, the parent stock, had nearly died from wartime neglect. Japan asked Washington for help. The Park Service shipped budwood from DC's trees back across the Pacific and restored the grove that created them. When a flood wiped out more Japanese trees in 1982, horticulturists took 800 fresh cuttings from the Tidal Basin. These 250 new trees solve a real problem too. The Tidal Basin is sinking, and a $133 million seawall rebuild forced crews to rip out roughly 150 trees. Japan offered replacements before anyone asked, timed to America's 250th birthday. So the genetics run in a loop. Tokyo's grove seeded Washington's. Washington's saved Tokyo's. The saplings going in this spring descend from both. 114 years of diplomacy, running on grafted branches.

Polymarket @Polymarket

3 days ago

JUST IN: Japan declares its friendship with the U.S. is “stronger than ever” as it gifts an additional 250 cherry blossom trees.

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A study comparing 16-to-24-month-old toddlers, untrained companion dogs, and house cats revealed that over 75% of both children and dogs will spontaneously indicate or retrieve a hidden, completely useless object—like a dishwashing sponge—to help a searching caregiver without ever being asked or rewarded. Cats under the exact same conditions showed a near-total absence of helpful actions, completely refusing to assist despite paying the exact same level of close attention to their owner's dilemma. This lack of participation is entirely a choice rather than a lack of understanding because the moment researchers ran a trial switching the hidden object to the pet's favorite treat or toy, all species differences completely vanished and the cats became instantly cooperative. While dogs and toddlers share a cooperative evolutionary drive to view human struggles as shared problems, cats strictly preserve their energy for a guaranteed personal payout.

PsikoBilim @Psikobilim_

3 days ago

Köpeklerin aksine, kedilerin kendilerine doğrudan fayda sağlamayan durumlarda insanlara yardım etme eğilimlerinin olmadığı ve motivasyonlarının öncelikle kendi kişisel çıkarlarına dayandığı deneysel olarak kanıtlandı.

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America will either collapse into a Communist hellscape whose leaders are pupetted by the CCP or flourish and become a 1000 year interplanetary empire that builds a Dyson Swarm and colonizes Mars. No middle ground.

Peter is absolutely right here. Outside our AI bubble, I hardly know anyone who really knows what Fable 5 is or what a massive leap these new models represent. They only know AI Overviews in Google or ChatGPT on the free tier. They do not know what agents are or what is possible beyond basic ChatGPTs. We are the avant-garde, and I do not mean that arrogantly at all. 99 percent of people have no idea what is happening right now or how profound the change will be.

Peter Gostev @petergostev

3 days ago

We are now in a position where a tiny proportion of the population uses Fable or soon GPT-5.6, while everyone else's experience of AI is 8-30b-model level - Google's AI Overviews, Meta AI, ChatGPT free tier, maybe MS Copilot at best. People outside of tech must be completely

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🇭🇷 Croatia got eliminated from the World Cup by a closed-source sensor. FIFA says the Kinexon chip in the Trionda "proved" Matanović touched the ball. Absolute disgrace. What actually happened: they ran signal processing over 500Hz IMU data from a 14-gram sensor and isolated a supposed contact spike from thousands of noisy samples dominated by bladder harmonics, panel flex, spin wobble and stadium micro-tremors, then nullified one of the most dramatic World Cup equalizers in history via spectral analysis of what is essentially glorified noise. Oh, and it gets better. They moved the chip this year. Back in 2022, it used to hang suspended in the center of the ball. Now it's glued into the sidewall of ONE panel, with counterweights stuffed into the other three so the ball doesn't fly like a shopping cart. So sensitivity now depends on which side of the ball the "contact" happens relative to the sensor. Totally fine basis for ending a nation's tournament. An IMU measures acceleration. Somewhere in a proprietary pipeline, a threshold decides which acceleration counts as "touch." That threshold is unpublished. The false positive rate is unpublished. The calibration data is unpublished. The patents are literally still in their secrecy window. And FIFA owns the raw data, so nobody can independently audit the trace that ended Modrić's last World Cup. And we're all supposed to accept a "heartbeat graphic" on the broadcast as if that settles anything. Since we sadly all know you won't ever admit your crimes or remove this technology for good, at least open source the detection pipeline, @FIFAcom! Publish the thresholds, the error rates, the raw IMU trace from last night. If the tech is right, transparency costs nothing, right?

After reflection, this new narrative by Palantir is probably much more consequential than people may assume. Palantir is basically being the canary in the coal mine announcing the death of two major assumptions propping up the US economy right now: 1) that AI labs will be able to extract significant economic rent - as opposed to AI models being mere commodities 2) that other countries can accept structural dependency on US technology and services without pushing back on sovereignty concerns Why are Palantir specifically starting to be vocal about this? First off, major middle-powers, even US “allies”, are one by one showing them the door. In June, France announced that the DGSI - its domestic intelligence agency, which had relied on Palantir since the 2015 Paris attacks - would replace it with French firm ChapsVision, with Prime Minister Lecornu explaining (theguardian.com/world/2026/jun…) that France “cannot accept new strategic dependencies in the digital sphere” and shouldn't depend on the goodwill of companies “capable of turning off the tap.” Germany moved even earlier: its domestic intelligence service, the BfV, also selected ChapsVision over Palantir (politico.eu/article/german…), and the German military has said it will no longer use Palantir at all. Then, just this week, Spain instructed state-controlled companies - including strategic firms like Telefónica, Indra and Navantia - to avoid signing any new contracts with Palantir (aa.com.tr/en/europe/spai…). Even in the UK, Washington's most loyal vassal, the NHS's £330 million data contract with Palantir is under review following parliamentary pressure (reuters.com/business/healt…), and London Mayor Sadiq Khan blocked a proposed £50 million Palantir contract with the Metropolitan Police. Palantir making a lot of noise around them caring about sovereignty makes a lot of sense: it's damage control since they keep being told they're a sovereignty risk. I doubt it will work - because it's true: they are a sovereignty risk - but the fact that they feel the need to be vocal around this tells you where the wind is blowing: they're not shaping the narrative, they're reacting to one they're losing. What they're saying against closed-source AI (basically a broadside attack on OpenAI and Anthropic), is again highly self-serving. Palantir's sudden love of open-weight AI models conveniently coincides with them launching 2 days before a partnership with Nvidia to sell exactly that: open models models (NVIDIA's Nemotron) in sovereign environments. So it's essentially a product launch. It doesn't make what they're saying wrong: it is factual that the value proposition of closed-source AI labs looks increasingly unsustainable. I mean: you're paying 10X the price of Chinese open-source AI models for something that's not really better (or just marginally) and on top of that you have zero control over your data, or the models themselves. When Palantir says that "the architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha," they're right. I'd add that this also means you shouldn't trust Palantir either with that "tribal knowledge"... they obviously left this part out 😉 When you take a step back, these two things have major implications on many other US companies. SpaceX - which just went public at the largest IPO valuation in history - is one clear example as I describe in my latest article on the new space race with China (arnaudbertrand.substack.com/p/musk-built-a…). If countries like France concluded with Palantir that they couldn't depend on a company “capable of turning off the tap” when it’s merely analyzing their data, what should they conclude about a company that aims to literally control their entire connectivity - at one man's whim, from space? What percentage of SpaceX's crazy market cap is based on the assumption that foreign governments will not do to Starlink what they're currently doing to Palantir? And SpaceX - or Palantir - aren't alone: a significant proportion of the top US tech giants, who rose in a world where no one questioned American technological hegemony, now face an environment that's much less conducive to the kind of lock-in their business models - and valuations - depend on. When you pair this with the fact that it increasingly looks like the US made a wrong bet with closed-source AI - an extremely expensive wrong bet - the picture that emerges is of a country that bet its economic future on two things - proprietary AI and captive allies - and is losing both at the same time. And to compound the problem, it doesn't help that the official narrative of the US government - via the voice of Jacob Helberg, the Under-Secretary of State (x.com/UnderSecE/stat…) - is to be vocally opposed to "AI Sovereignty": essentially telling everyone "you know what, your worst fears are real, our tech companies are really out to undermine your sovereignty." Read Helberg's post (the one I linked) and put yourself in the shoes of - say - a European or Asian leader and ask yourself how you'd react to being told that building your own AI capabilities is "marching in perfect formation into the past," that your pursuit of sovereignty is really just "synchronized mediocrity," and that your only path to the future runs through American technology. If it was me in a position of power, I'd read this as a massive wakeup call: when another country's official position is that your sovereignty is a problem, history says you're about to need it. So yes, it looks like - unexpectedly - Palantir, of all companies, is being quite the canary in the big tech mine. Yes they obviously do this for self-serving and cynical purpose, and yes they're of course also very much part of the problem and not the solution. But it doesn't make them wrong: sometimes it takes a vulture to tell you something is dying.

Palantir @PalantirTech

5 days ago

Our thoughts on the importance of AI sovereignty. 1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their

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Normally, I wouldn’t pay much attention to statements like this from Sam Altman. But given all the extraordinary developments we’re witnessing right now, I truly believe we’re at the forefront of an unprecedented revolution. Sam Altman: "In another year or two, we expect to have built systems with astonishing power, capable of delivering tremendous value to the world. Artificial intelligence will reshape the material conditions of human life on a scale that no technology has accomplished since the harnessing of electricity, and perhaps beyond even that"

Chris @ChrissGPT

4 days ago

Sam Altman in the financial times: “In another year or two, we expect to have built systems with astonishing power, capable of delivering tremendous value to the world. Artificial intelligence will reshape the material conditions of human life on a scale that no technology has

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For the first time, the USAF has publicly confirmed a B-2 launching the AGM-158C LRASM during exercise SINKEX 2026. ​Why does this matter? Because the LRASM isn't a land-attack weapon. It's a stealthy, long-range anti-ship missile built to hunt and sink high-value warships in heavily contested waters. ​Pair that capability with a stealth bomber that can penetrate deep into denied airspace, and you've got a very, very nasty combination. 1/2

First, it was cursor through Claude code Then, it was figma through Claude design Now, it's Palantir through Claude tag Use anthropic tokens at your own demise

Derya Unutmaz, MD @DeryaTR_

4 days ago

This episode says a lot about what Anthropic increasingly represents. “According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief

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‼️ Some of the identified malicious streaming devices sold online that enroll users' home internet addresses in a residential proxy service.

International Cyber Digest @IntCyberDigest

3 days ago

❗️ BREAKING: Over 2 million hijacked consumer devices, including smart TVs and streaming boxes, were quietly acting as residential proxy exit nodes. All of them, per Google, were part of the NetNut residential proxy network. Google, working with the FBI and Lumen, has moved to

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