Jorge M. da Silva

2.9K posts

Jorge M. da Silva

Jorge M. da Silva

@JorgeMdaSilva7

Portugal. Katılım Şubat 2022
55 Takip Edilen135 Takipçiler
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Henrik Zeberg
Henrik Zeberg@HenrikZeberg·
Correct! 👇 The stock market is in the largest Bubble we have ever seen. The real Economy is completely detached. The Consumer is crushed. And the Euphoria on AI and Crypto is extreme. It ends with a Crash and major Recession.
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Henrik Zeberg
Henrik Zeberg@HenrikZeberg·
“Never this bad before!” @WSJ
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Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
340 Ukrainian 🇺🇦 Angry Birds are headed for Russia 🇷🇺. And yes, the flamingos 🦩🦩🦩 are flying too. Moscow wanted a long war. Now Russian air defense has to learn birdwatching. ⬇️⬇️⬇️⬇️
Prof. Bonk 🇺🇦 Perverse & Unintended Consequences tweet media
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Two sources close to Trump's negotiation team say Trump is now completely backing away from the US-Iran deal, under "extreme internal pressure from Israel and its US domestic allies," urging him not to accept Iran‘s terms. After this, Trump posted an image of Mark 84 bomb on a fighter jet, with his signature "Thank you for your attention to this matter" catchphrase stenciled directly on the bomb, on Truth Social. Iran earlier warned already that the agreement "will be completely cancelled" due to ongoing US obstruction on key clauses. The deal that never existed is now publicly collapsing.
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Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
Russia has one of the highest HIV, prostitution, divorce, alcoholism, substance abuse, abortion, and murder rates in Europe, yet some people still seriously deem it the last bastion of Christian values in Europe. Can someone please explain why? Where do they get their news from?
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Crypto Rover
Crypto Rover@cryptorover·
🚨 THE AI COST CRISIS HAS STARTED. Microsoft reportedly told engineers to stop using Claude because AI bills were exploding, while Uber says its entire yearly AI budget was already destroyed by April.
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Ricardo
Ricardo@Ric_RTP·
Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?
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Jorge M. da Silva
Jorge M. da Silva@JorgeMdaSilva7·
@frantechno @Telegraph The factory workers are indeed Chinese. For example, right next door in Spain. The Chinese government proposed to the Spanish government to invest in and build factories in Spain, on the condition that all workers be Chinese.
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Frank Kelly
Frank Kelly@frantechno·
@JorgeMdaSilva7 @Telegraph Construction of the factory might have been done by a Chinese company largely using Chinese labour, but production will create 8-10k jobs that will all be subject to EU laws. The European supply chain that will be required will help support businesses across the EU.
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The Telegraph
The Telegraph@Telegraph·
Politicians and car industry bosses have long feared that the rising Chinese giants will flood Europe with cheap electric vehicles EV. Brussels and Beijing even teetered on the edge of a trade war because of the matter last year. But times have changed. Find out about China's car takeover ⤵️ telegraph.co.uk/business/2026/…
The Telegraph tweet media
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Jorge M. da Silva@JorgeMdaSilva7·
@frantechno @Telegraph Do more research, for example, on the BYD factory in Hungary... Only Chinese people work there, who were brought specifically from China. The benefits to the local economy are minimal.
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Frank Kelly
Frank Kelly@frantechno·
@Telegraph Not that different from Japan in the 70s and 80s. First sell better value cars, then start manufacturing and assembling in Europe. If it keeps jobs in Europe and makes EVs better value for the consumer, it sounds like a win-win...
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𝕐o̴g̴
𝕐o̴g̴@Yoda4ever·
Golden retriever puppy heals rescued kitten in just three days..🐕🐾🐈😊
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Henrik Zeberg
Henrik Zeberg@HenrikZeberg·
70% of GDP is from the Consumer. Good luck on squeezing more "Growth" out of the Consumer as their Real Personal Income is declining - and 59% of US Consumers cannot cover a 1000 USD emergency bill. At some point "analysts" will realize that the Real Economy is not about what the Fed Chair says. It is about the Consumer!
Dave W@dmweisberger

I have been saying this for months about the government debt situation: The ONLY way out is GROWTH! This means several things that WILL matter for your portfolios: a 🧵

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Jürgen Nauditt 🇩🇪🇺🇦
Shocking footage of the destruction in Kyiv following Russian attacks last night. Russia has once again targeted only civilian objectives. Russia is a cancer.
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AnatolijUkraine
AnatolijUkraine@AnatoliUkraine·
Kaja Kallas is saying out loud what many European leaders quietly understand: A united Europe is one of the few entities on Earth large enough to resist pressure from Washington, Moscow and Beijing at the same time. That’s exactly why extremists, oligarchs and foreign influence networks work so hard to keep Europe fragmented, paranoid and internally divided. Empires prefer neighbors. Not rivals.
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The Europeans
The Europeans@TheEuropeansHQ·
🇮🇹🇪🇺 Since last week, multiple Italian public personalities close to Russian positions have started repeating the same Kremlin talking point: "The Baltic States are preparing to attack/invade Russia." Curiously, the narrative appeared across multiple voices at roughly the same time. When identical narratives suddenly appear everywhere at once, it raises a question: coincidence - or coordinated amplification?
STAZIONE QUINTA@H4NDelMonaco

Propagandisti nostrani tutti allineati sui baltici: 1) Marco Travaglio: “baltici armati fino ai denti”

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran's Fars News releases a statement following President Trump's post stating a US-Iran deal would be announced "shortly" earlier today: "It should be noted that American officials have acknowledged in multiple messages to Iran that Trump's posts are primarily for promotional purposes and media consumption within the US, and they have recommended that no attention be paid to these statements," Fars News says.
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Elias Al
Elias Al@iam_elias1·
ChatGPT diagnosed 40 million people with a disease that was invented as a joke. Not a real disease. Not a misunderstood disease. A completely fictional condition with a fake name, fake papers, and fake statistics. And it told patients to see a specialist. The disease is called Bixonimania. A Swedish researcher at the University of Gothenburg invented it in 2024 to answer one question: what happens when you plant obviously fake medical information on the internet and watch AI absorb it? She deliberately chose the name bixonimania because it sounded ridiculous — bixon is a nonsense word, and mania is a psychiatric term that no legitimate eye condition would ever use. She uploaded two papers to a preprint server. Both were obviously fraudulent. AI-generated images of patients with dark circles gave the fake research a veneer of plausibility. Then she waited. She did not have to wait long. By April 13, 2024, Microsoft Bing's Copilot was declaring that bixonimania was an intriguing and relatively rare condition. On the same day, Google's Gemini was informing users that bixonimania was caused by excessive blue light exposure and advising them to visit an ophthalmologist. Later that month, Perplexity AI outlined its prevalence, one in 90,000 individuals were affected and OpenAI's ChatGPT was telling users whether their symptoms matched the fictional illness. One in 90,000. A precise statistic. For a disease that does not exist. Every red flag was visible. The name was absurd. The papers were crude. The condition made no scientific sense. None of the AI systems flagged any of it. They read the fake papers. They absorbed the fake statistics. They presented both to patients with clinical authority and zero hesitation. Then it got worse. Three researchers at the Maharishi Markandeshwar Institute of Medical Sciences and Research in India published a paper in Cureus, a peer-reviewed journal owned by Springer Nature, the parent publisher of Nature itself that cited the bixonimania preprints as legitimate sources. A real peer-reviewed paper. In a Springer Nature journal. Citing a fictional disease as established medical fact. Passing editorial review. Entering the permanent scientific record. It was only retracted after the hoax became public. Nature published a full investigation of the experiment. Alex Ruani, a health-misinformation researcher at University College London, called it a masterclass in how misinformation operates. Here is the scale of what this means. More than 40 million people turn to ChatGPT every day for health information, according to OpenAI's own analysis. ECRI, a US patient-safety nonprofit has named chatbot misuse the number-one health technology hazard of 2026. ECRI's report found that chatbots have suggested incorrect diagnoses, recommended unnecessary testing, promoted substandard medical supplies, and even invented nonexistent anatomy when responding to medical questions. Number one. Out of every health technology hazard that exists in 2026. An April 2026 study published in BMJ Open found that nearly half of the answers provided by leading AI chatbots to common health questions contain misleading or problematic information. Nearly half. Of all health answers. From the tools 40 million people use every day. Here is the line from the researcher that cuts through everything. The Bixonimania case is striking precisely because it was engineered to be so obviously fake. The real question it raises is: what is passing through the same systems that is not nearly so easy to spot? The experiment used a ridiculous name. Fraudulent papers. Visible red flags at every level. It was designed to be caught. It was not caught. The AI that told patients about Bixonimania is the same AI they asked about their chest pain, their medication, their child's symptoms, and their cancer screening schedule. 40 million people. Every day. And nobody is telling them that nearly half of what comes back may be wrong. Source: Osmanovic Thunström · University of Gothenburg · Nature · April 2026 · Link in the (comments)
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Anders Åslund
Anders Åslund@anders_aslund·
I am a US citizen, but I have never in my life been so disappointed with the US. The reasons are many: 1. The US people have elected a president who represent all the deadly sins. How could they do that? Are they so morally deprived? 2. Lying has been normalized. Trump made it the standard. 3. The US used to claim the non-partisan rule of law, but SCOTUS has been proven utterly corrupt & obedient to Trump. 4. The US used to boast about its checks and balances, but they don't exist. The republicans in Congress are obedient servants of one man. 5. The US used to oppose corruption, but the Trump crime family is probably the most corrupt ruling family in the world. How can SCOTUS & the republicans in Congress accept that? 6. The US used to be considered a democracy, but massive gerrymandering & voter discrimination make US elections not very democratic. 7. Reporters without Broders have rightly lowered the US to rank #64 in its sound World Press Freedom index. the US no longer has media freedom, because of extortion and oppression through defamation court cases. 8. The US used to be the security guarantee of the free world, but Trump only praises Xi Jingping, Putin, Lukashenko & Kim Jong Un. Is the US able to extract itself from the Trump trap, in which it has fallen so deeply?
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Willem Middelkoop
Willem Middelkoop@wmiddelkoop·
When an Empire dies:
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Defence Index
Defence Index@Defence_Index·
⚡🇫🇷🇩🇪🇬🇧 Europe’s deep strike shift: France joins UK Germany missile program beyond 2,000 km France is seeking to join the UK Germany long range missile development programme, aimed at creating advanced deep strike systems with ranges exceeding 2,000 kilometers. The move marks a significant step toward strengthening Europe’s collective defence capabilities and accelerating military autonomy across the continent. Analysts say the cooperation could reshape Europe’s strategic deterrence posture, as major powers invest heavily in next generation long range precision strike technology. Europe is steadily moving toward a more unified and self reliant defence framework. Source: Reuters
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