Christopher Porter
1.4K posts

Christopher Porter
@DrPorter
Former National Intelligence Officer for Cyber under @realDonaldTrump and @JoeBiden. Personal account full of personal hot takes—can’t stress that enough.


NEW RECORDS VIA @DNIGabbard @RepRickCrawford ATKINSON TRANSCRIPTS - First Trump Impeachment + Whistleblower Motive Whistleblower met with Democrats on House Intelligence Committee (then led by Adam Schiff) BEFORE reporting his allegations to the Intelligence Community Inspector General. October 2019: then Congressman now @CIADirector Ratcliffe nailed the timeline in a closed door briefing with Intelligence Community Watchdog Michael Atkinson. - Trump/Zelensky call July 25th 2019 - Whistleblower complaint filed August 12th - Ratcliffe questioned what happened during those 18 days. Ratcliffe: The whistleblower did not disclose to you that he or she had contact with HPSCI (House Intelligence Committee)? Atkinson: The answer to that is yes. The answer to that is yes. Atkinson: On the urgent disclosure form, there's a question that the complainant is asked about who they have reported the violation to...and one of the boxes is the congressional intelligence committees. The complainant did not check that box.






Magical OpenClaw experiences that use frontier models cost $300-1,000/day today, heading to $10,000/day and more. The future shape of the entire technology industry will be how to drive that to $20/month.




Compute may be the most important input to AI. So who owns the world’s AI compute? Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.






🚨 $MU Huge News for the Memory Industry Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0. For decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed. It has begun

The British Government is a complicated beast. Dozens of departments, hundreds of public bodies, more corporations than one can count... Such is its complexity that there isn't an org chart for it. Well, there wasn't... Introducing ⚙️Machinery of Government⚙️





