ryoko

@gnoble79 This isn’t going to age well, when Elon accomplishes this in 5-15 years.

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street. SpaceX just disclosed Musk's new compensation package: He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power. Let me put the 100 terawatts in perspective: The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit. This is a science fiction screenplay that somehow landed in front of the SEC. But here's why it actually matters for your portfolio... The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it. SpaceX is claiming a market roughly 240x BIGGER. Now let's talk about what is actually being sold here: Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch. xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash. Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up. The IPO is being marketed at $1.75 TRILLION. The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative. Then layer on what we just learned last week... The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable. This is the same playbook he's run for two decades. Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses. The IPO is structured to keep that game going FOREVER. The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away. Here is the part that finishes the case for me: Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X. This raise is not funding the future. It's just plugging existing holes that retail investors will now own. In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet. I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude. I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual. Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight. The Tesla mispricing is being repeated on a far larger scale. And this time the bag is being handed directly to retail. Don't be the one holding it.

@gabeansel Since you’re not using a landing page how would you collect data of the user since it’s going from Facebook directly to your offer? For example the users location/state is taken from the landing page. How would you remove bad locations?

Someone in my group who was a beginner asked me my rough start to pick and get new affiliate niches live. This is the basic rundown. 1) Reach out to affiliate managers to ask what’s working or what is new and has potential or what they are excited about that’s new. (Can also spy and find whats running) I pick 2 niches that appeal to me. I base this on payout or what angles I can run for the ad. I usually think of what niche can I talk about, either: -saving money -putting money in your pocket -getting something at an extreme discount Mostly I'm going after financial pain points and relieving those pain points. In terms of payout I generally try to go for offers that's $15 or higher. Or I think about it as: what ads can I run really aggressively so I can get cheaper click costs even though the leads are super low payout? Ex: Think about personal loans or something along those lines. 2) Once I have those offers selected, I then head over to AdPlexity, AdSpy, or Foreplay and start digging into ads to see what I can find that is related or somewhat related to the niche. At this point I'm just looking for good angles that I can either repurpose for the niche that I picked or direct rips that I can run on Facebook. I spend about a hour a day at least doing this. When I find ads that are in the spy tools I then take the domain or the page name over to Meta ad library and see if I can find any active ads. This shows me what they are testing right now. (Sometimes you find nothing.. but keep digging) This is the most valuable part of the process. If you don’t find much the first time you need to keep looking. Unless it’s a brand new niche there will be ads out there or at least similar niches with ads that work. Ads I like are usually people showing deposits on phones or deposit receipts. People holding cash or checks. Real looking convos screenshotted from phones. UGC actors talking about how they put money in their pocket… So on. 3) Once I have at least 20 ripped creatives and different Text copies then I launch a testing campaign. FB page: Match this avatar to who you think the demo would be. Running a knitting ad? Make the avatar a 65 year old woman. I run multiple pages to match the avatars in the different videos. This isn’t really needed. How you launch is really up to you. This is what I do. (This is all direct to offer. No landing page) 1 Testing CBO 1 - adset 1- image or video I do this with all the videos and images I either rip or make. So if you have 20 images you will have 20 adsets in the CBO Budget is up to you. If you want to go really slow you can start at $50 a day. If you want to go faster do $250-$2000 a day. At the $250 and up you want to be pumping the CBO with new creatives daily. At least 5 new images or videos a day. Mix in multiple copies with same videos or images If you testing CBO becomes 100% roi or more profitable try and scale it by adding budget to it daily. 20% daily is fine.

The zucc wants his money, that’s what the pixel/dataset was created to do. Which is to capture all the data of ever purchase and lead, and then keep you at a specific roas and cpc, and to never go below that threshold of cpc and cpm, and gradually increase it over time to charge you more for your ads.

This week on Meta has been the worst for CatBox that I've seen since the mid March click attribution update It's been bad since then but fairly manageable. Now I'm seeing: 2x higher CPC 4x higher cost per ATC Random ads are becoming top spenders 3x higher CPA So brutal

@dtcprophet Do you have a link to this documentation?

"Creative volume" is largely bullshit and that is why Meta and all of their recently updated documentation no longer push it I have not met a single brand that is truly killing it launching hundreds/thousands of ads per week The brands I talk to that are killing it are launching a small amount of very highly researched and refined ads

@iowntraffic Yep it worked, slammed 20 new creatives, and it spent $100 in an hour, thank you 🙏

@ryokopcs add more creatives or move up your bid

this new dropdown menu is easy top 3 worst thing that ever happened to meta's BM

@iowntraffic Got it, thank you sir 🙏 Adding new creatives as we speak

@Dougie1171 New Facebook ad accounts are gonna get throttled because they don’t have age and spend, fyi.

Day 11 of retardmaxxing my way to $1k/day as an affiliate with meta ads: $135.56 spent on ads. $0 in revenue. $240 CPMs on day one in the fresh ad acc. Not what we wanted to see. I'm gonna leave the campaign running for the next 3-4 days untouched and hope that we can get sub $100. Other guys are running the same angles in aged accs and getting $25-$50 CPMs. I would probably be printing with that delivery. I'm not gonna dress it up, the last few weeks/months as an affiliate have been extremely frustrating. Tonnes of different issues on meta have prevented me from building any momentum. I've basically been running into a brick wall. But I'm not even close to giving up. I will keep running into the wall with more and more force until I smash through it.

@Dougie1171 You need more creatives to boost revenue, fb like choices, take your winner and make 5+ more variations that’ll boost your revenue

Day 3 of retardmaxxing my way to $1k/day as an affiliate with meta ads: $113.79 spent. Another conversion ($65). Meta once again allocated nearly the entire budget to one creative. It has soaked up 95% of the total spend so far and only made two conversions. The other 4 statics have barely got any delivery. I'm turning off the loser and replacing it with an AI UGC video I made today. Still waiting for the daily spend to hit my $130 target. Once it gets there, I can increase the budget to $200 (~3x CPA) and test more creatives.

@ibbosfr Welcome to the club brother 🥂

Day 11 of going from $0 to $10K/month with bizopp affiliate marketing I AM SO HAPPY WE ARE LITERALLY COOKING. So far, 10 conversions today, $313 spend and $650 revenue. Man this is so addicting I really like this, in total since starting im at $1.5k revenue and $1485 spend, so basically breakeven now, it's time to print boys

@LostMemeArchive classic

GOTTA GET GET (2011)

I'm not sure if you have worked in an enterprise environment this is good for easy to read structured data, but the problem comes when the data is unstructured and non ischemic, like hand written forms, signatures, etc... the paper on the left side is very easy to read, but an enterprise level, especially with different forms, sizes, and requirements, models like these are no good and require a more custom solution using a combination of llms and traditional ml models.

this peanut-sized chinese model beats gemini at reading documents.. 💀 it’s called glm-ocr. it’s a tiny 0.9b parameter vision-language model that is about to replace every expensive ocr api you use. And it’s 100% open-source.

@doublebackracks Where’s this at?

Doesn’t get much better than this does it?!

@MRHWCats Let’s go Big G, rooting for you bud! 💪🍗✨🐱

Wanna see a halfway glow up? Here you go! Big G literally pranced up to me tonight at first dinner time. His energy is back, he’s very slowly getting used to interacting with us and he just looks a lot more cheerful and engaged. Look at all that undercoat and whiskers growing back! Our little ginger warrior. One paw at a time. 🐈🧡😻

@ThisWeeknAI Right now it’s costing me with t2.medium about $60 a month on ec2, and roughly $150 on tokens fyi mileage varies, depends on usage, and how much your building

Not sure what happened but you can clearly see that the Asian guys dressed as sailor moon characters would have clearly beat his ass as there are more of them and they were more muscular, but because of the asian conservative culture they actually gave him grace and spared him from a severe ass whooping that he would have remembered for a lifetime 😭

@tefu_tefu_cya Awww that old man cat looks like my old man cat 🐈‍⬛

ハイシニアになるとお出迎えをしてくれなくなるし、後追いもしてくれない。スリスリも頭突きもフミフミもしないしゴロゴロ音も聞こえない。愛情表現が少なくなって寂しく思うことがあったけど、ちゃんとずっと「大好き」って伝えてくれてた🐱💓 #はるちゃん備忘録

@DeanTTraining Yessirr, early dinner (5-6pm), ear plugs, a cold room, and eye mask = great sleep 😴

I’m literally the biggest earplugs guy in the history of earplugs guys I’ve been using these for about 6 years or so Won’t sleep without them Often do work with them in Often read with them in Simply a GOATED product

@darrenrovell Once private equity gets involved, wait for the product quality in terms of ingredients to go down. Sugar will be high corn fructose syrup, soy sauce will be a dye, and then more soybean oil

Unbelievable what the right packaging can do.

@bridgemindai Don’t forget docker, another layer just in case!

Anyone know the best way to run OpenClaw on a Mac Mini and make it as secure as possible? My initial findings are Tailscale + basic VLAN isolation