Kody

@kentalbert21 @FmrRepMTG $5.59 in WA.

@FmrRepMTG Just paid 3.52 for gas in Myrtle Beach, not sure WRF your ass is talking about!! You’re a quitter!! 🤡

So under full Republican control, the Republican controlled Senate can’t pass the Save America Act for election integrity, the House just passed a bill giving another $9 billion to Ukraine, Republicans are planning to merge our military with Israel’s military while Trump has us in another foreign war that’s costing $2 billion a day and has driven gas over $4.50, and not a single person has been held accountable for the pedo Epstein files.

@LostMemeArchive We all got naked and went to Britain to crash the server to make the point that game perf sucked.

Ultima Online once had an in-game king who was supposed to be unkillable. He was played by the creator of the game. During a public speech, someone threw a fire field spell at him. The server had crashed earlier, and when he logged back in, his invincibility flag wasn’t on. So the king just died in front of everyone. The devs spawned demons in revenge. The assassin escaped.

@TolgaBilge_ It's marketing.

"It's happening faster than we thought" There is no other way to say it except to say that this is terrifying. My impression is that Anthropic already basically had the shortest timelines of anyone I find to be credible at estimating timelines. I don't expect it to end well.

@robertwrighter It's marketing, man.

This WSJ headline is a bit misleading. Anthropic said a slowdown or pause would be nice "if it were possible" but that it's not possible since it's not globally verifiable, so Anthropic will study what mechanisms might make it possible. Better than nothing, but still..

@SteaknShake How much were prices raised?

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@FocusCapitall @Kalshi_Finance Or not falling for it.

@Kalshi_Finance I think Apple is starting to admit that it's falling behind.

JUST IN: Apple will use Google's Nvidia-powered chips

@sama Are you talking like pre-Netscape internet? Or pre-Facebook internet?

man the early days of the internet were so special

@edzitron Do you get to go home when your credits run out?

A source at Brex told me that engineers are now limited to 12,500 Codex credits per week, or roughly $500 of API calls per week. Non-engineers are limited to 125 credits, or around $5/week of API calls. When you run out, you're locked out of both GPT and Codex.

@JohnDailing_ @RepThomasMassie That's why we're such a great ally.

@RepThomasMassie we are wearing down Iran by letting them use up most of their missiles on our allies in the region, like how a boxer lets his opponent punch him in the face until his fists get sore.

Over three months later, we are still at war.

@maga_republic74 @RepThomasMassie @grok What actions did Thomas Massie take regarding President Obama's war powers?

@RepThomasMassie you’re a piece of shit, Massie you’re a fucking traitor to try to do a war crimes on Donald Trump when you didn’t do shit to Obama, you didn’t do shit to Biden. You’re a piece of fucking rhino shit.

@EricLDaugh I don't understand the point of Congress anymore.

🚨 BOOM! TRUMP TO VETO WAR POWERS RESOLUTION IF IT REACHES HIS DESK It doesn't matter how many times Democrats and a few Republicans vote to rein in Trump's Iran war powers. NO veto proof majority = DEAD ON ARRIVAL! 🔥

@atmoio "Runs at the speed of compute" is a sign you're listening to bullshit.

Anthropic is questioning whether AI may turn out to be altogether useless. This is the single most honest thing Anthropic has ever written. “But achieving recursive improvement alone does not suggest an immediate change in how industrial production occurs, societies organize, or markets function. More intelligence can’t learn what a drug does over decades of use, can’t hold elections sooner than a constitution dictates, and can’t turn a stranger into an old friend in a weekend. For most people, the felt pace of this future will still be set by the bottlenecks, even if the laboratory upstream runs at the speed of compute. That collision, where recursive intelligence building itself ever faster meets the world of humans, relationships, and governance, is another part of this future we can’t predict.”

get new material! this shit is so dull.

@TRHLofficial @Ruesavatar Just gonna bookmark that really quick.

@Ruesavatar “Thank the Protestant God I can swallow cum.”

I just learned that Catholics consider oral sex to be a mortal sin, even within marriage, and I have never felt more relieved to be a Protestant.

@edzitron Get in, losers. We're going to Quantum.

Alright man put the phone in the bag

@Buccigross Why would somebody reduce their audience like that?

Rogan is all over the place politically (rare in "journalism"), is genuinely curious, and has more hours of interviews than probably anyone in America. Plus, he'd bring a different TV demographic. Why not try it? If it doesn't work, move on.

@gnoble79 How many of those GPUs are sitting in warehouses because the data center that was supposed to be built this year hasn't been completed yet?

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE And your retirement account is secretly holding the bag. This scheme is literally straight out of the Enron playbook... In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose: Buy Nvidia's chips so Nvidia could book the sale as revenue. Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs. But $1.9 billion of that money came FROM Nvidia itself. Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue. It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion. But it gets MUCH worse: The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene. And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products. Follow the chain: Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe. The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years. Now look at what's happening inside Athene: $74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight. $103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price. These assets are valued by internal models, not by actual markets. And sitting on top of all those unpriced assets? 16.6x leverage. If you're getting flashbacks to 2008, you should be. Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood. Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product. The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels. And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America. Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal. But legality and legitimacy are not the same thing. I've seen every trick Wall Street has ever pulled in my 45 years of doing this. And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers. In 2008 it was mortgage-backed securities. In 2026 it's GPU-backed securities. Different asset. Same greed. With the same ending.

@DisaffectedPod "For you" is weirdly more relevant, but I also feel like I'm getting trolled. So I guess it's working.

I don't know if it's my personal feed, or reflective of a change on X/Twitter. This place has always been full of dishonest people who lie in order to create fights. I know that. But over the past few months, it seems to me that it's skyrocketed. You? -J

@BowTiedBull Dip buyers.

If absolutely anyone can buy SpaceX on launch then who is the next buyer after a month?

@anandanbalagan1 @DrClownPhD I would love to see Indians depict American depravity. Go for it.

@DrClownPhD Why do western always pick up the worst part of india. Every country has their upper and lower standards of living. Indians don’t show the meth addicted,mind gone,crazy lazy unhealthy smelly people on road when talking about US.

🚨 BREAKING: Indian Simulator just got announced for PS5. The most realistic survival game ever made.