
R. J. Hacker
1.6K posts





Iran fired 1200+ projectiles at five countries in the first 48 hours. Most were drones. These saturation attacks aim to overwhelm air defenses and drain interceptors. $20-50k Shahed drones vs. $4.19M PAC-3 interceptors put US and its partners on the wrong side of the cost curve.

F-35 seems to be proving itself a kickass plane.




My latest: Citrini Selloff and Why OpenAI, Anthropic SHOULD Lose Money to Be Successful. open.substack.com/pub/taekim/p/c…



JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? citriniresearch.com/p/2028gic


Jordi: "[The Anthropic ad] is incredibly clever. It's also incredibly dirty. I think they're trying to muddy the water around the ads rollout." "The ads that are coming to ChatGPT are effectively display ads. Everybody in the industry by now should know this. Yet this campaign implies that the ads will influence the response, and that you cannot trust it." "It's fair game, but it's dirty." Full discussion:



























Still thinking about the Carnivore Aurelius homestead diagram "grain" and "pasture" areas















