Dan Polner

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Dan Polner

Dan Polner

@dpolner

Tech Business Advisor, unabashed $TSLA skeptic

Katılım Ekim 2011
74 Takip Edilen261 Takipçiler
Dan Polner
Dan Polner@dpolner·
@CNBC Why bother? She's just going to get a pardon like everyone else.
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Dan Polner
Dan Polner@dpolner·
@Damaan4u2nv @zerohedge How exactly is Jewish faith incompatible with Christian beliefs? Christianity started with the same bible and then just added on…
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Dan Damaan
Dan Damaan@Damaan4u2nv·
@zerohedge Muslims are incompatible with western Christian world, but so us the Jewish faith also incompatible with Christian beliefs, keep the Middle East in the Middle East and out of traditionally western Christian countries
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Dan Polner
Dan Polner@dpolner·
@RichCimini It looking more and more likely that the GM is focusing on shoring up the defense this year to keep games close, but would be very happy with another losing season in order to upgrade the offense with an elite QB and all the other tools on offense for 2027. I'm not watching...
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Rich Cimini
Rich Cimini@RichCimini·
The Jets have a one-year deal with free-agent K Cade York, per reports. They needed a kicker after losing Nick Folk to the Falcons. York is no Folk. The former fourth-round pick (Browns, 2022) was out of the NFL last season. He's 33-for-45 on FGs (73%), 94% on PATs. Prepare for a kicking competition in camp. #Jets
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Dan Polner
Dan Polner@dpolner·
@RichCimini Looks more and more likely that the Jets go DE/OLB with the #2 pick.
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Dan Polner retweetledi
Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷 Intel briefing quietly contradicts the White House victory lap U.S. officials told Congress in classified briefings this week that Iran still has roughly 50% of its ballistic missile program intact and an even larger share of its drone fleet, despite a week of relentless bombardment. That's a problem, because the administration has been selling a very different story publicly. CENTCOM's Admiral Cooper said missile launches were down 90% and drone attacks down 83%. The White House framed Iran's military as "largely neutralized." Trump said they've "lost everything." Launches being down and capability being destroyed are two very different things. Iran could be conserving what it has left, not running out. One cheap drone from that "degraded" fleet killed six American reservists in Kuwait on day one. If half the missile program and most of the drone arsenal are still operational after 2,000+ strikes, the math on a "four to five week" campaign starts looking very different. And every member of Congress who just voted down the war powers resolution is now sitting on that information. Source: NYT
Mario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇺🇸🇮🇷 Trump's take on dragging out ops? Whatever it takes. Trump claims their military's basically wiped out already. The U.S. could crush it even harder, but no call yet.

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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
BREAKING: Yesterday I wrote that ships in the Persian Gulf were changing their transponders to broadcast “Chinese Owner” and “All Chinese Crew” to avoid Iranian attack. The ocean’s rules had changed. The new rules were written in Mandarin. There is now a 30,000 ton Chinese intelligence vessel sitting in the Gulf of Oman confirming exactly what those transponder signals already told you. The Liaowang-1 is a next generation signals intelligence and space tracking ship commissioned in 2025. It displaces 30,000 tons. It carries at least five radar domes and high gain antennas capable of tracking 1,200 air and missile targets simultaneously with over 95 percent identification accuracy using deep neural network algorithms. Its sensor range reaches approximately 6,000 kilometers. It is escorted by Type 055 and Type 052D destroyers. It is parked in international waters near Oman, watching the war. China officially describes these vessels as satellite tracking and rocket telemetry ships. That is true. They track space launches and missile tests. The plausible deniability is built into the design. The same sensors that track a Chinese satellite can track an American carrier. The same algorithms that identify a ballistic reentry vehicle can identify an F-35 launching from the USS Gerald Ford. Defense analysts across multiple publications assess that Liaowang-1 is collecting real time electromagnetic intelligence on US and Israeli naval and aerial operations. Whether that intelligence is being shared with Iran is unconfirmed. No official Chinese or Iranian statement acknowledges data transfer. But the ship’s position, its timing, and its capabilities create an inference that every analyst in Washington is already drawing. Consider the operational picture from Tehran’s perspective. Iranian air defenses are 80 percent destroyed according to the IDF. Iranian radar coverage is degraded. Iranian satellite imagery is limited. But a Chinese vessel with a 6,000 kilometer sensor range sitting in the Gulf of Oman can see every carrier movement, every aerial refueling track, every missile launch corridor, and every submarine surfacing event in the theater. If even a fraction of that data reaches Iranian commanders through any channel, the value to Iran’s remaining defense is incalculable. China has not fired a weapon. It has not violated international law. It has not entered Iranian territorial waters. It has deployed a surveillance platform in international waters where any nation has the right to operate. And it has done so at the precise moment when the information that platform collects has maximum strategic value to the country the United States is bombing. The Cold War had a name for this: intelligence support to a belligerent without direct combat involvement. The Soviets did it for decades with AGI ships shadowing American carriers. China is doing it with a vessel whose neural network processing exceeds anything the Soviets imagined. The ships are spoofing Chinese identity to survive. The Chinese intelligence vessel is watching to ensure it knows everything that happens next. The new maritime order is not approaching. It has arrived. And it is 30,000 tons of radar domes and neural networks, anchored in the Gulf of Oman, seeing everything. open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
Shanaka Anslem Perera ⚡@shanaka86

Few days ago I wrote that China was not joining this war but pricing it, and that the era when a ship needed an insurance policy to transit Hormuz was ending while the era when a ship needed a Chinese relationship was beginning. The Financial Times just confirmed the proof. At least ten vessels in the Persian Gulf have altered their transponder signals in the past week to broadcast messages reading “Chinese Owner,” “All Chinese Crew,” or “Chinese Crew Onboard.” The ships are not Chinese. They are commercial vessels from other nations, deliberately falsifying their electronic identity because they observed that Iran does not attack ships associated with China. Read that again. Ships are pretending to be Chinese to stay alive. This is not a curiosity. This is the single most important maritime development since the Strait of Hormuz closed. It is the moment when the new order stopped being theoretical and became operational, verified by MarineTraffic data, confirmed by shipping industry sources, and reported by the Financial Times with specific numbers. For eighty years the United States Navy guaranteed freedom of navigation. Any vessel, any flag, any cargo could transit any waterway because American naval power enforced universal access as a global public good. That system required aircraft carriers, destroyer escorts, and the implicit threat that targeting commercial shipping would trigger American military response. It is being replaced by a text message on a transponder. The IRGC has struck ports, refineries, airports, embassies, bases, data centers, and residential towers across the Gulf. It has attacked vessels linked to Western interests. It has not attacked Chinese vessels. Not because China has a navy in the Gulf. Because China is Iran’s largest oil customer, its source of technology transfers, and the only power negotiating bilateral safe passage for its energy flows. That commercial relationship, not military force, is now the determining factor in whether a ship can safely transit the most critical waterway on earth. The ten vessels spoofing Chinese identity have made the calculation that every shipping operator in the Gulf is making silently: the American flag no longer protects you, the insurance policy no longer covers you, and the only signal that appears to guarantee safe passage through these waters is an association with Beijing. In the 1980s Tanker War, Kuwaiti tankers reflagged as American to gain US Navy escort protection. In 2026, commercial vessels are reflagging as Chinese because Chinese commercial leverage provides what American military power cannot. The direction of the reflagging tells you which power governs these waters now. The spoofing violates international maritime law and AIS regulations. It risks IRGC crackdown if detected. None of that matters to a captain calculating whether his ship survives the next twelve hours. When the choice is legal compliance or physical survival, the law loses every time. Ten ships and counting. Every one broadcasting the same message: the ocean’s rules have changed, and the new rules are written in Mandarin. open.substack.com/pub/shanakaans…

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Dan Polner
Dan Polner@dpolner·
@shiraeis There are a lot of neurotic Jews out there!🤣
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shira
shira@shiraeis·
@dpolner Potentially! Unclear but I’d say likely a link
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shira
shira@shiraeis·
ok so my theory that ashkenazi judaism was an unintentional eugenics program for a trait cluster that overlaps heavily with autism and adhd but isn't exactly either clinically: talmudic scholarship is different from normal scholarship. it's recursive pattern extraction across massive corpora, exception-finding, holding contradictory interpretations in working memory while searching for reconciliation, basically what we'd now call hypersystemizing. gematria (assigning numerical values to letters and finding "meaningful" correspondences) is literally recreational combinatorics with religious characteristics and for ~40 generations (~800-1600 CE), the marriage market explicitly rewarded this. the shidduch system matched talmudic prodigies with wealthy families' daughters. functionally, it's assortative mating for systematizing ability with direct reproductive consequences. meanwhile occupational restrictions pushed ashkenazi jews into finance, trade, medicine, which are all high cognitive load niches where the same traits would be advantageous the cognitive profile this produced is wild and lopsided. verbal IQ highest of any group, mathematical also highest of any group, but spatial ability decidedly not. that's a specific phenotype being selected hard the result: 0.2% of world population, 22% of all nobel laureates (110x base rate), ~30% of fields medals, 41% of economics nobels but here's where it gets interesting. i don't think this selected for "intelligence" as a clean construct. i think it selected for a trait cluster that overlaps heavily with what we now diagnose as autism and adhd, a cluster including intense pattern recognition, ability to hyperfocus on abstract domains, and reduced sensitivity to social consensus when it conflicts with logical consistency the genetics support this. the TBCB gene mutation linked to autism has a carrier frequency of 1:80 in ashkenazi jews vs 5:100,000 in the general population. in israeli studies, jewish children's ASD referral rates are 6x higher than bedouin-arab rates, and high-functioning autism specifically is dramatically more prevalent (29.6% vs 2.6%) baron-cohen's hyper-systemizing theory of autism finds that parents who score high on systematizing are more likely to produce autistic children, which is literally what the shidduch system was optimizing for across a millennium of closed gene flow it's probably not selecting for autism or adhd as clinical entities. it's more that the underlying trait distribution got shifted. the same alleles that in certain combinations produce clinical autism/adhd, in other combinations produce the kid who argues with the rabbi for six hours about a single line of talmud and then grows up to win a fields medal personally, i come from a lineage of rabbis dating back to 1400s lithuania so i'm basically a heritage breed at this point lmao
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Dan Polner
Dan Polner@dpolner·
@shiraeis Is that a yes? Really want your opinion. Thank you!
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Acyn
Acyn@Acyn·
Neguse: Where is this company headquartered? Noem: I don’t know. Neguse: I don’t know either. We can’t find it. We did find an address that’s registered to a political operative. This company that received 143 million dollars was incorporated 8 days before this contract went out. You want the American people to believe that this is all above board, that $143 million of taxpayer money just happened to go to this one company that doesn't have a headquarters, doesn't have a website, has never done work for the federal government before and is registered apparently or attached to a residence from a political operative, and of course one of the subcontractors of that contract, as you know, is a political firm that's tied to, to you back when you were governor of South Dakota?
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First Squawk
First Squawk@FirstSquawk·
WHITE HOUSE: TRUMP SAID HE HAD A FACT-BASED FEELING IRAN WAS GOING TO STRIKE THE U.S.
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Dan Polner
Dan Polner@dpolner·
@cirnosad @BradMunchen Why on earth would the IDF or US allow those classified video go public? Unless of course, they aren’t real…🤔
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Korobochka (コロボ) 🇦🇺✝️
The US has been bombing drawings of F-14s this entire time lol. The Iranians put their jets underground before the war began. Trump thought he destroyed the entire Iranian air force. It's a literally drawing. I can't believe it.
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Dan Polner
Dan Polner@dpolner·
@RealJimChanos @wallstengine Heat build up in the vacuum of space is a huge issue. The cost associated with engineering the cooling systems makes this just another Musk bullshit pump…
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James Chanos
James Chanos@RealJimChanos·
@wallstengine Then again, when you design products “beyond the limits of physics”, who knows?
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Wall St Engine
Wall St Engine@wallstengine·
$NVDA CEO JENSEN ON “SPACE DATA CENTERS”: “The economics are poor today, but it’s going to improve over time.” “Artificial intelligence in space will have very good, very interesting applications.” “There’s an abundance of energy… solar panels are large, but there’s plenty of space…” “It’s cold in space. However, there’s no airflow… the only way to dissipate heat is through conduction… the radiators… are fairly large.” “Liquid cooling is obviously out of the question because… it’s heavy… freezes… the methods that we use here on Earth are… different than the way we would do it in space.” “There are many different computing problems that really wants to be done in space.” “Nvidia is already the world’s first GPU in space. Hoppers in space…” “One of the best use cases… is imaging… extremely high resolutions… optics… and artificial intelligence… reprojection… noise reduction… imaging at… very large scales… very, very fast.” “It’s hard to do that by sending… petabytes and petabytes of imaging data back here on Earth… it’s easier just to do it out in space… and then ignore… all of the data… until you see something interesting.”
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Dan Polner
Dan Polner@dpolner·
@KnicksMuse Against top teams, the Knicks live or die on 3-point shooting. When they shoot well they win, otherwise they lose. It’s that simple…
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KnicksMuse
KnicksMuse@KnicksMuse·
2nd round matchup… who’s the best matchup for the Knicks? Pistons, Celtics, or Cavs?
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Dan Polner
Dan Polner@dpolner·
@zerohedge No one ever mentions the long game, where illegals have children who are born here as US citizens and an entire generational voter shift would be possible.
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Posting4Me
Posting4Me@cryptonews99·
@BradMunchen Why not? What family would want a Highlander or a Rivian when they could just use 3 Cybercabs instead?
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