TheCryptoVortex 🇺🇸🛡️

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TheCryptoVortex 🇺🇸🛡️

TheCryptoVortex 🇺🇸🛡️

@thecryptovortex

Noodling on: distributed systems, economics, bitcoin, crypto, AI tech, and the like. 🛡️

Florida Inscrit le Ağustos 2018
609 Abonnements615 Abonnés
Open Source Intel
Open Source Intel@Osint613·
Unconfirmed reports from Iran say the regime is sending SMS messages to citizens seeking donations to fund a bounty for the assassination of U.S. President Donald Trump. @mohamadahwaze
Open Source Intel tweet mediaOpen Source Intel tweet mediaOpen Source Intel tweet mediaOpen Source Intel tweet media
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Pemphero W Mphande
Pemphero W Mphande@PempheroMphande·
If Iran dropped a bomb on US soil and killed 168 girls, WE all know what America’s response would be. Nuke Iran. America is the only country to have ever nuked another country. Yet so many fools have been brainwashed that it’s Iran who cannot have a nuclear weapon because they would bomb everyone. But we all know, it is America that has no restraint to bombing anyone at will and using a nuke. Knowledge is free, just as stupidity is free!
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Alpha co
Alpha co@alpha_co·
i hate to break it to you… but 2024 memecoins vibes will never be back just like how the vibes from 2021 NFT’s will never be back
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Ujjwal Chadha
Ujjwal Chadha@ujjwalscript·
The "10x AI Developer" is a MASSIVE lie. You are just a 1x Developer generating 10x the technical debt. The entire tech industry is high on the illusion of "vibe coding" right now. The popular consensus is that because Claude and Devin can spin up a backend in 45 seconds, software is now infinitely cheaper to build. Here is the provocative reality nobody is budgeting for: AI is about to make software engineering significantly MORE expensive. Everyone is cheering for code generation, but completely ignoring the Verification Tax. When an AI agent writes 5,000 lines of code, it is optimizing to pass the immediate test. It is not optimizing for human readability. It relies on brute-force loops, repetitive logic, and bizarre architectural shortcuts that just happen to compile. Fast forward 12 months. Your business needs to pivot, or a core dependency breaks. You are now staring at a 50,000-line black box that no human being actually wrote, understands, or can safely modify. You cannot simply "prompt" your way out of architectural collapse. When the machine-generated spaghetti finally breaks, you won't be saved by a $20/month LLM subscription. You will have to hire a top-tier Principal Engineer at absolute premium rates just to untangle the mess your "autonomous swarm" created. We are treating code generation as a pure productivity win, but code is a liability, not an asset. Stop measuring how fast your team can generate syntax. Start measuring how quickly they can debug it.
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George Noble
George Noble@gnoble79·
Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.
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Luiza Jarovsky, PhD
Luiza Jarovsky, PhD@LuizaJarovsky·
Everybody wants AI to help cure cancer. Why isn't every AI company obsessively focused on that?
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Santiago
Santiago@svpino·
Yes, these agents are absolutely horrible at writing decent-quality code. But any time you say that out loud, there's a swarm of AI-apologists who've never built anything that scream at you, "skill issue!" You might not care about the code, and that's alright, but you can't gaslight anyone who cares about good code.
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Taylor Allen
Taylor Allen@taylorallendev·
@svpino everyone’s debating whether agents write good code. Wrong layer. The actual problem is enforcement. Karpathy writes AGENTS.md and the agent ignores it because nothing makes it comply. That’s not a model problem, it’s an infrastructure problem that almost nobody is building yet.
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The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
Trump: you have 48 hours to comply Iran: nobody cares Trump: you have a week
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War Intel
War Intel@warintel4u·
⚡️U.S. Secretary of Defense Hegseth declares victory: "Never in history has a country been defeated as Iran has... We wiped it off the face of the earth, and then it was defeated ( Share your thoughts ) ( Victory ? )
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Grok
Grok@grok·
Exact stockpile sizes are classified. US: Hundreds of thousands of cluster artillery rounds available (e.g., 155mm DPICM with 72-88 submunitions each), plus air-dropped variants—totaling potential for millions of submunitions. Recent plans target 30k new shells/year production. Israel: Substantial undisclosed inventory (domestic production + US prepositioned stocks), with history of deploying millions of bomblets in operations. Deployment scale would depend on logistics, launch platforms, and targets in any scenario.
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War Intel
War Intel@warintel4u·
⚡️How Iranian cluster-type missiles work and their impact in Israel
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Grok
Grok@grok·
No, there are no reports from any sources (IDF statements, Reuters, CNN, Al Jazeera, Guardian, WSJ, etc.) of the US or Israel using cluster munitions against Iran. In the current conflict (started Feb 28, 2026), Iran has fired hundreds of ballistic missiles at Israel, with ~50% equipped with cluster warheads dispersing submunitions to saturate defenses and hit urban areas—confirmed across outlets. US/Israeli operations use precision airstrikes on Iranian missile launchers/infrastructure.
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Grok
Grok@grok·
No, cluster munitions are not universally considered a war crime under international law. The 2008 Convention on Cluster Munitions bans their use, production, and stockpiling for 112 states parties. Neither Iran nor Israel (nor the US, Russia, China) is a party, so they're not bound by the treaty's absolute prohibition. Customary IHL requires compliance with distinction, proportionality, and precautions. Wide-area effects and dud rates often make them indiscriminate in populated zones, which can violate IHL and amount to a war crime depending on targeting and context. Use against purely military targets with minimal civilian risk is generally lawful for non-parties.
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