Andrew Wherry retweetledi
Andrew Wherry
119 posts
Andrew Wherry retweetledi
Andrew Wherry retweetledi
Andrew Wherry retweetledi
Mark Cuban just described the largest wealth transfer of the AI era.
Almost nobody understood what he said.
Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”
Not tech startups.
The shoe store. The regional trucking outfit. The accounting firm with 12 employees.
The businesses that actually run the physical economy.
They know AI is coming. They have no idea what to do with it.
Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”
Software is dead.
The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.
AI ends the contract.
The business stops bending to the software. The intelligence bends to the business.
But customized by whom.
The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.
Cuban: “Who’s going to do it for them?”
That question is worth more than the frontier models themselves.
Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.
Let them fight.
Let them burn the capital. Let them drive the cost of raw intelligence toward zero.
Because the wealth does not collect where the brain is built.
It collects where the brain meets the business.
Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.
Cuban is staring at the other 99 percent of the economy.
Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.
Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.
That is not a job title. That is an entire economic class being born.
You do not need to build the brain. You need to build the nervous system.
The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.
33 million companies are standing in the dark right now.
Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.
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Andrew Wherry retweetledi
NEW: Rep. Tim Burchett reveals that he had a 14-minute conversation with President Trump about UFO disclosure, discusses "demonic" element during an interview with NewsNation.
"I'm a born-again Christian. I'm from the forgiven end of that spectrum."
"I'm not worried about the demonic element. I hear people say that, but there's no reason for demons to be doing this..."
"I feel like the material or whatever it is out there that we have, we don't really have it anymore because they farmed it out to these corporations..."
Video: @JoeKhalilTV / NewsNation
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Andrew Wherry retweetledi
With each passing day, the mortgage rate lock-in effect fades.
Nearly 22% of mortgage holders now have a rate above 6%. Which is more than the share with a rate below 3%.
Ultra-low-rate owners are slowly getting replaced with 6%+ owners.
Meaning downward pressure on prices is coming.
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Andrew Wherry retweetledi
Andrew Wherry retweetledi
🇺🇸 Meanwhile over Florida
Little Kids are amazed by what appears to be a Meteor, which then stops being a Meteor, morphs into an Orb, then disappears, then reappears.
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Andrew Wherry retweetledi
BREAKING: At 7:04 AM Eastern on Monday March 23, President Donald Trump posted that the US and Iran had “productive conversations.” By 7:10, the S&P 500 had surged 240 points, adding $2 trillion in market capitalisation. At 7:37, Iran’s Foreign Ministry denied all contact, calling it “falsehood and psychological warfare.” By 8:00, the S&P had fallen 120 points, erasing $1 trillion. WTI crude collapsed from above $100 to below $90, a drop exceeding 10 percent in hours.
$3 trillion swung in the S&P alone in 56 minutes. On two social media posts. While missiles were still hitting Kiryat Shmona. While the Israeli Air Force was striking targets in the “heart of Tehran” moments after Trump posted about productive conversations.
Now hold every signal from the last 12 hours simultaneously, because that is what the war requires you to do.
Trump says Iran wants to finalise the deal within five days. Iran says “no direct or indirect contact” and accuses Trump of buying time. Axios reports Turkey, Egypt, and Pakistan are passing messages. An Israeli source warns the cancelled ultimatum may be read as weakness. Netanyahu says Israel is bringing Iran “to places it has never been.” Iran’s General Abdollahi warns of a “new secret weapon.” The IDF strikes an IRGC missile city near Isfahan while the power-plant pause is in effect. Rosatom evacuates Bushehr to a skeleton crew. The Pentagon accelerates 4,500 Marines. Iran’s Fars claims Trump retreated after hearing Iran would target all power plants across West Asia.
Every signal contradicts at least one other. That is not confusion. That is the war’s operating system.
Trump needs oil down before the midterms. One Truth Social post crashed WTI over 10 percent, doing more for American consumers than every naval operation in three weeks. Iran must deny talks because any appearance of negotiating with the country that killed Mojtaba’s father would end the regime faster than the bombs. Israel keeps striking because the IDF says weeks remain. The Pentagon deploys Marines because the five-day window may end with invasion, not a deal.
Every actor is simultaneously negotiating and escalating. Every statement is simultaneously true and false. The “productive conversations” happened through Turkish, Egyptian, and Pakistani intermediaries who held separate talks with White House envoy Steve Witkoff and Iranian Foreign Minister Araghchi, per Axios. Iran must deny them to survive domestically. The strikes are real, with the IDF hitting the IRGC Khordad missile city near Isfahan even as power plants are paused, and Trump must claim progress to justify the pause. The troop deployment is real: 4,500 Marines and the 11th MEU accelerated toward the region. The secret weapon threat is real, because Iran needs escalation dominance to negotiate from a position its public denial says does not exist. Rosatom is evacuating Bushehr to a skeleton crew because Moscow calculates the next phase involves targets that glow.
This is psychological warfare at a scale that did not exist before social media gave sovereign leaders the ability to move trillion-dollar markets with a sentence. One Truth Social post moved more market value in six minutes than the entire Iranian navy was worth. One Mehr News denial erased half the recovery in 27 minutes. The war is no longer fought with missiles alone. It is fought with timestamps.
And through all of it: the strait is still closed. The 40 energy assets are still destroyed. The fertiliser is still blocked. The planting window is still closing. The helium is still bottled. Primorsk is still burning. The molecules do not read social media. The molecules wait.
Full analysis:
open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡@shanaka86
BREAKING. Thirty-six hours ago President Donald Trump said “obliterate.” This morning he said “productive conversations.” The question every trader, diplomat, and general is asking: what broke between Saturday night and Monday morning? Six things broke simultaneously. Not one of them was Iranian. First. The bill arrived. The Pentagon requested over $200 billion in supplemental funding. The war cost $11.3 billion in six days, $16.5 billion in twelve. At $1.38 billion per day and accelerating, congressional resistance to the supplemental is real. The money that was supposed to fund “days not weeks” now needs a vote that may not pass. Second. The Fed killed the rate-cut thesis. On March 18, the Federal Reserve held rates at 3.5 to 3.75 percent and revised its 2026 PCE inflation forecast to 2.7 percent from 2.4, citing the Iran war energy shock. The dot plot shows one cut in all of 2026, down from two. Every basis point of delayed easing is pain for housing, credit, and the Magnificent Seven. The war that was supposed to demonstrate strength is demonstrating inflation. Third. The allies revolted politely. Twenty-two countries signed up to coordinate on Hormuz. Zero committed a warship during combat. Japan is releasing strategic reserves. South Korea’s Kospi has fallen 12 percent. Europe’s gas surged 35 percent after Qatar’s LNG was knocked offline & declared force majeure up to 5 years. Trump called NATO “cowards” and got a press release. The coalition of the willing is a coalition of the waiting. Fourth. TSMC sent the signal. Taiwan imports nearly 97 percent of its energy. Its LNG reserves cover 11 days. Qatar supplies a third of global helium, which TSMC needs for chip fabrication. The helium is bottled behind a closed strait. Every Nvidia GPU, every Apple chip, every AI cluster depends on a fab in Hsinchu counting its gas in single-digit days. The Magnificent Seven have shed hundreds of billions as energy rotation crushes tech. Fifth. Birol named the damage. The IEA chief told Australia this morning that 40 energy assets across nine countries are severely damaged, global oil supply has fallen 11 million barrels per day, the crisis exceeds both 1970s shocks combined, and no country is immune. He named fertilisers and helium as interrupted flows. The man who runs global energy security called the war Trump started the worst energy crisis in modern history. Sixth. The midterms. Gas prices are up 93 cents per gallon. Sixty-six percent of Americans call this a war of choice. Sixty percent disapprove. Fifty-seven percent say it is going badly. The numbers that matter in Washington are not barrels per day. They are approval ratings in swing states where voters fill their tanks every Tuesday. Six pressures. One post. President Trump did not discover diplomacy. He discovered arithmetic. The 48-hour ultimatum was a threat. The 5-day pause is a confession that the threat’s consequences were worse than its target. Destroying power plants would have sealed the strait permanently, triggered Ghalibaf’s promise to “irreversibly destroy” Gulf desalination and energy infrastructure, crashed TSMC’s supply chain, spiked inflation past 3 percent, and handed the midterms to the opposition on a platter of $7 gasoline. The pause is real. The relief is not. The strait is still closed. The 40 assets are still damaged. The fertiliser is still blocked. The planting window is still closing. The five-day clock is already ticking. The molecules do not negotiate. The molecules wait. Full deep dive analysis: open.substack.com/pub/shanakaans…
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Andrew Wherry retweetledi
🚨#BREAKING: 𝕏 has announced a major update to its Creator Revenue Sharing rules aimed at protecting authenticity and preventing misleading content. Under the new policy, users who post AI-generated videos of armed conflicts without clearly disclosing they were created using AI will be suspended from revenue sharing for 90 days.
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Andrew Wherry retweetledi
Los San Francisco 49ers se fueron de Candlestick a Santa Clara, unos 70 kilómetros.
Los Chicago Bears se irían del frente de Lago Michigan á Hammond, unos 40 kilómetros.
Cualquiera que conozca USA 40 kilómetros es un paseo.
Mientras sigan siendo los Chicago Bears nada cambia.
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Andrew Wherry retweetledi
ste video muestra a una niña con TDAH y a otra sin él pasando cinco minutos ‘sin hacer nada’
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Andrew Wherry retweetledi
