Ilunga Elie

The Israeli official said Trump and his team said they are getting feedback from Republicans who worry they'll be accused of being anti-Israel because they support phasing out aid. Netanyahu told them he's going to lead the effort publicly because he wants to achieve defense independence for Israel. "We're talking about a 10-year process. We're open to proposals, maybe it can happen faster," the Israeli official said. The official even said that Netanyahu instructed Israel's defense sector to work on developing a modern fighter jet within a decade so that the country's air force will remain strong even if the U.S. stops supplying F-35s and other sophisticated jets. The official said Netanyahu does not want Israel to be dependent "on the goodwill of the U.S. Congress" because he sees the political winds on military aid turning negative among both parties.

Every useful idiot should watch this short video. Palestine was manufactured to masquerade as a national cause while advancing the reestablishment of the Islamic caliphate. By refusing to submit to the Islamic project and insisting on a sovereign nation-state, Israel forced the region to accept the legitimacy of nation-states. Without Israel, without a single sovereign, non-Islamic state planted in the Middle East, the path to reestablishing a caliphate would have been wide open. A caliphate is more dangerous than the Nazis ever were. The caliphate once stretched from Spain to India, launching invasion after invasion into Europe. If the Ottoman Caliphate had simply been replaced by an Arab one after its collapse, the West would have lived under constant threat. That’s why Israel’s existence matters. Its very presence blocks the return of the caliphate. Israel gives legitimacy even to the Arab nation states. That's why Israel is the stumbling block in the eyes of the Muslim Brotherhood. That is why they are obsessed with erasing Israel: without Israel, the dream of resurrecting the caliphate becomes possible again. This is why the free world must stand with Israel, not just for Israel’s survival, but for its own.

President Trump has become more positive toward Ukrainian President Zelensky after being impressed by Ukraine's recent battlefield successes, particularly its drone capabilities and resilience against Russia. The improved relationship follows months of outreach by Zelensky and European leaders after their previously strained ties. Trump, who once believed Ukraine would lose and criticized Zelensky, now views him as a stronger leader and has grown more skeptical of Vladimir Putin. Trump has also shown interest in Ukraine's defense technology, including drone production and Patriot missile cooperation. Source: WSJ

Video shows Israeli Prime Minister Benjamin Netanyahu arriving to the United States earlier today.

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NOBODY WARNED ME AT 32. SO I'M WARNING YOU. (Write these down. Save them. Screenshot them.) 1. Your parents are not background characters.

Elta's Scorpius EJ (ELL-8251SB) is an Israeli-developed escort jammer built to suppress modern air defense radars. Utilizing staring multi-beam AESA technology, the self-contained pod blocks multiple long-range threats simultaneously to protect combat aircraft formations.

The first video shows the PKK downing a Turkish helicopter. The second shows Hamas trying to shoot down an Israeli helicopter but failing miserably. Israeli-developed electronic warfare self-protection tech is world-class. See the difference in technology level?

Kimi's CEO🇨🇳: "You used to need a team, a budget, and months. Now you need a weekend and a $15 plan" Yang Zhilin spent 11 minutes on stage showing how to ship a full app solo with K3 Every excuse for sitting on your idea just got repriced to the cost of a lunch

America built Iran’s nuclear program in the 1950s under the Shah, supplied the reactor, trained the scientists, and gave them enrichment technology, all sold as “peaceful civilian use.” Then came 1979 and that same capability became the world’s biggest nuclear threat. Now Trump is handing Saudi Arabia the same loaded gun, again wrapped in the label “peaceful civilian use.” History knows how this story ends.

Capitalism's defenders keep telling us it works. It raises wages, fills shelves, lifts nations out of poverty. All true. But most don't stop to ask the two questions that matter. Why is this true? Why does this system produce while every alternative fails? And why, despite a century of evidence, does socialism continue its march? The answer to the first lies in human nature. Man survives by reason. He must think, judge, and produce to live. But a mind cannot think under compulsion. Force and thought are opposites. A system that seizes what men create severs the link between a man's judgment and his life, and production dies with it. Capitalism is the only system aligned with the requirements of man's survival. Economically, all exchange is voluntary. You produce, you trade, you keep what you earn. Persuasion replaces coercion. Politically, government holds one role: protecting individual rights. Courts, police, defense. A guard for your life and property, not a manager of it. Capitalism works because it is moral. Its practicality is the proof. The answer to the second is that no economic argument can defeat a moral one. Socialism marches on a moral premise our culture accepts, that need is a claim and sacrifice is a virtue. Men will vote against their own prosperity if they believe prosperity is guilt. Until capitalism is defended as moral, on the framework that holds reason as an absolute and a man's life as his own, the march continues.

Highly advanced for its time, the 1980s IAI Lavi showcased Israel's top-tier aerospace engineering. Its innovative delta-wing design and cutting-edge avionics highlighted a domestic capability to build world-class fighter jets independently; it may have even surpassed the F-16.

Ken Griffin, founder and CEO of Citadel, reveals the internal agentic AI system that compressed six to eight weeks of PhD-level research into two or three hours. Citadel cut zero jobs. Every incumbent's moat is another story. "My colleague built an agentic AI system that would read a paper, reproduce it, verify the results that were published in the paper, produce the results out of sample, and do all this work in about, on average, two or three hours." "This is not just a white collar job. This is a master's or PhD level job." "There's no reduction to headcount at Citadel on the back of this breakthrough... I will take every single productivity gain I can get because with the talent of people we have, we just have more to go after." "Competitive moats are being filled in at lightning speed." "We're likely to see a golden age of entrepreneurial activity. Entrepreneurs will be able to launch new businesses at breathtaking speeds and will be able to take on incumbents in ways that you just couldn't do five, 10, 15, 20 years ago." Griffin's proof case is a friend's startup that should need 30 or 40 people and runs on a few agentic AI systems instead. The zero-layoffs twist only holds where talent is the constraint; where the moat was the business, the same compression that spares Citadel's researchers is the extinction event. - Ken Griffin, founder and CEO of Citadel, at Goldman Sachs' (@GoldmanSachs) Apex Symposium.

Mark Zuckerberg reveals why Elon Musk was right to fire 80% of Twitter's employees: "Elon led a push early on to make Twitter a lot leaner. You can agree or disagree with exactly all the tactics, but a lot of the specific principles that he pushed on around basically trying to make the organization more technical, around decreasing the distance between engineers of the company and him, fewer layers of management, I think those were generally good changes" "I also think that it was probably good for the industry that he made those changes because my sense is that there were a lot of other people who thought those were good changes but who may have been a little shy about doing them" "Just in my conversations with other founders and how people have reacted to the things that we've done, what I've heard from a lot of folks is when someone like you, when I wrote the letter outlining the organizational changes I wanted to make back in March and when people see what Elon is doing, that gives people the ability to think through how to shape their organizations in a way that can be good for the industry and make all these companies more productive over time" "That was one where I think he was quite ahead of a bunch of the other companies on. Certainly his actions led me and I think a lot of other folks in the industry to think about, hey, are we kind of doing this as much as we should? Could we make our companies better by pushing on some of these same principles?"

Elon Musk gave the world Tesla, SpaceX, and Starlink, and now he's working to cure paralysis, letting the immobilized move again through thought alone, while Bernie Sanders works to seize the wealth that funds it, producing nothing but envy and hatred. Jeff Bezos built a machine that puts nearly anything you need at your door in a day, and then built AWS, the invisible computing backbone that half the internet runs on, while AOC shouts "eat the rich" and produces nothing but envy and hatred. Blake Scholl is building supersonic jets that cross the country in half the time, and turning their engines into a new source of clean, reliable power for the grid, while Ro Khanna campaigns to tax away the fortunes that build them, producing nothing but envy and hatred. Notice the pattern. On one side, the men who make: who look at reality and add to it, who turn the impossible into the ordinary and lift every life they touch. On the other, the men who take: who add nothing, build nothing, cure nothing, and offer you a share of the loot in exchange for your resentment.

Jeff Bezos explains why the willingness to be misunderstood is the price of thinking long term: "Anytime we have a problem we never accept either-or thinking. We try to figure out a solution that gets both things and that often requires invention. But you can invent your way out of any box if you believe that you can" "What we talk about is inventing on behalf of customers. It's not a customer's job to invent for themselves. You need to listen to customers. It's critical. If you don't listen to customers you'll go astray. But they won't tell you everything. And so you need to invent on their behalf" "Any company that wants to focus on customers and put customers first, any company that wants to invent on behalf of customers, has to be willing to think long term" "It's actually much rarer than you might think. Most of the initiatives we undertake may take five to seven years before they pay any dividends for the company. They may start paying dividends for customers right away, but they often take a long time to pan out for shareholders" "That ability to think in 5-year and 7-year timeframes really is very very useful for us. It requires and allows a willingness to be misunderstood. If you think long term, many of the inventions that we undertake, if they're disruptive in any way, may not be understood in the early innings" "It's always been very important for us to think long term so that we can tolerate being misunderstood. We've been called Amazon.toast, Amazon .org, many different things" "Never buckle to standard kinds of pressures that come on that really force short-term thinking. It's a huge competitive advantage to be able to think long term. And you get to serve customers much better"

Israel is helping unlock the language of the human brain. Israeli startup Hemispheric has developed an AI model that translates brain activity into meaningful clinical insights using a simple, non-invasive 15-minute scan. The breakthrough could help detect conditions such as PTSD, Alzheimer's, Parkinson's, depression, and anxiety earlier, while enabling more personalized treatment. Click the link in our bio to learn more.

Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!

Andrej Karpathy just broke the entire premise of modern AI: "Agents aren't magic. They're distillation at scale." 99.99% of your LLM's capacity is wasted on garbage data it never needed. Small model + right tools + closed loop = terrifying capability. In a 16-minute conversation, Karpathy reveals the full reasoning stack. Worth more than any $500 AI course you've seen this year.

Most AI companies are going to zero. You can know the thing, and still lose all your money. For example, you could have the insight that "cars will be a big deal" in the early 1900s, but making money from that insight was far from a sure thing. Over 1,900 US car companies have been started. Almost every single one has failed. To date, only two American car companies have avoided bankruptcy (Ford and Tesla). Right now, most people know AI is going to be a big deal. That is obvious. Making money from it, that's the hard part. Even a few months ago, the killer investment idea would have appeared to be to invest in the frontier labs. But as you can see with the new Kimi model, that can flip on its head in a matter of days. It's still unclear if there is value in the models themselves. Mark Twain put it best: "During a gold rush, it’s a good time to be in the pick and shovel business" Trying to pick winners is near impossible. What's easy, is selling picks and shovels: the GPUs, chips, electricity, and computing required to power the boom. Jeff Bezos likes to invert: instead of thinking about what will change, he instead focuses on what won't change. Here's a few things I believe will continue to be true in the the next five years: 1. People will use tools like Grok, Gemini, ChatGPT, Siri (lol) and Claude at increasing rates. The tools are undeniably useful, and history shows that making a technology cheaper and more efficient doesn’t reduce demand, it expands it. 2. Both training better models (training compute) and using them (inference compute) will require massive data centers. 3. We are majorly compute constrained and even before the AI boom, data center demand was growing rapidly. The choke point for all of this isn’t GPUs, it's power. Behind-the-meter generation, pre-existing high-voltage connections, and sites that can actually get energized in the next 24–48 months are scarce. This makes assets with secured power and land in the right places insanely valuable. And lucky for us, they all went on sale this week. My companies have invested in four stocks that we plan to hold for the long-term: $IREN - Previously misunderstood as a crypto miner. The stock re-rated after they signed a massive 10-year deal Microsoft. I talked about my investment on My First Million in January 2025. $CRWV - Similar to IREN, CoreWeave is one of the leading AI cloud providers. It's already locked in ~$100B in backlog from labs and enterprises that need capacity now, not in three years. Same story as the IREN-Microsoft deal: long-term committed revenue. $NUAI - Owns a huge portfolio of data center sites that are perfect for behind-the-meter development. See my post on this one from yesterday. $SPCX - I'm bullish on orbital compute over the next 5-10 years. And yes, before you yell into your computer any more, let's address some of your bearish points: "WHAT ABOUT LOCAL OPEN SOURCE MODELS?" I've thought about that, and while I agree that increasingly powerful workloads will be able to run locally, I think: 1. The cost of the hardware required to run frontier level models is still out of reach for the average person and will continue to be for some time (two year old Mac Studios with 512GB of ram are selling for $25-$35,000 on eBay). 2. Have you ever used your phone to edit photos in Lightroom or used Apple's AI image playground? Your phone quickly turns into lava. That is the GPU/CPU working overtime to run local models and it absolutely kills battery life. Given the huge portion of AI that occurs on mobile, the need for inference in the cloud (data centers) is going to continue to grow. 3. More and more tasks will be able to run locally with less and less compute/GPU. I won't argue that. But I believe our demand for intelligence is insatiable. If you're trying to win in business or create a life saving drug (or even just trying to file your taxes accurately), you want to use the best model. The question is, at what point does the return on intelligence end? Or do we just find increasingly wild tasks to give it? 4. Even "local" workflows are often hybrid. The heavy reasoning, tool use, retrieval, or multi-agent orchestration still routes to cloud. "WHAT ABOUT DATA CENTERS IN SPACE?" 1. I am a SpaceX shareholder and think orbital compute will be huge if they can pull it off. 2. This will take years, and Elon usually delivers a few years late. 3. Even if orbital works at scale, latency and the multi-year timeline mean it’s additive, not a substitute, for the next wave of demand. Companies will still sign terrestrial leases as insurance. Companies like IREN, Coreweave, and New Era Energy are finite resources that require upfront lock-in. Think of them as the last available industrial warehouses in a crowded city with no other availability where tenants are required to sign 10-year leases. If you want to play, you need to pay. If AI compute is the most in-demand service in the world, and not securing it could cost a company its moat, are people really going to bet that Elon will deliver data centers in space and wait 3-5 years to secure their compute or are they going to hedge their bets and sign deals with terrestrial data centers? My bet is the latter. "BUT AI ISN'T DELIVERING _____" I’m currently spending $30–40k a month on Anthropic and OpenAI credits. I treat it as payroll for an extra 30+ digital employees doing work that would cost $200–300k/month in human equivalents. There is no scenario where this genie goes back in the bottle. The demand is real, it’s compounding, and it’s only getting started. Mark Twain was right about gold rushes. Billions will be made by prospectors chasing the next big model, but most of them will go broke. The boring money is in the picks and shovels: the power, the land, the GPUs, and infrastructure that every serious AI effort will need more of for years to come. So, are you a gold miner or a pick axe salesman? PS: I'd love to hear any rebuttals if I've missed something. --- Important disclosure: I (and entities I control) beneficially own shares of IREN, CRWV, SPCX and NUAI. I wrote this after establishing these positions. I may buy more or sell at any time without updating this post. This is not investment advice or a solicitation to buy/sell securities. This is a high-risk, speculative situation and you can lose all your investment. Forward-looking statements and scenarios in this post are speculative and may not occur. Do your own research and read company filings.