Ted 🟦

Disgusting? Weapons found inside the school. The IDF cleared the building before it was destroyed. The “disgusting” part is terrorists that hide within civilian infrastructure. That’s why Gaza was leveled and Lebanon might be facing the same reality. Clearly, Israel has stated no more Hamas and no more Hezbollah. Israel has asked Lebanon to disarm Hezbollah, but they are unable or unwilling. The IDF military goal is straightforward and clearly communicated. No more terrorists- period, the end, no exceptions. Side benefit- perhaps Arab children will no longer be indoctrinated in their schools to eliminate Israel, the Jews and the west. The existential threat Israel has faced for decades is no longer tolerable.

🇮🇱🇱🇧 The Israeli army blew up the official school in Marwein, southern Lebanon. And you want to tell me they’re not repeating the Gaza playbook in Lebanon? Disgusting!!!

$EOSE Agree with DM here. Given all uncertainty around oil prices, supply chain risks, geopolitics, etc... Eos has never been more valuable. And Cerberus' original thesis continues to be proven right. Under Secretary of War Emil Michael: "Batteries is like the next problem I'm trying to solve. For example, batteries are totally outsourced both technologically and from lithium to China." It all goes back to "Why did Cerberus, the 60B fund of the #2 guy in the Department of Defense, invested in $EOSE?" They are a National Security Asset for the USA. You need to reduce reliance of Chinese batteries. And also on Lithium-ion batteries. "Cerberus estimates non-lithium could ultimately become approximately 30% of the overall energy storage market." Under Secretary of War Emil Michael also talks about the agency's capacity to deploy up to $200B in loan, at treasury rate +100bps (former DOE LPO), and it seems like they will not be afraid to use it... Short term price action might not reflect it, but $EOSE fundamental value proposition has never been stronger imo. Line 2 getting closer to FAT at ACRO, NYC project announcements, UK LDES Cap-and-floor, and more... Interesting months ahead for the company. youtube.com/watch?v=gzwRfl…

Hal Finney predicted Bitcoin banks in 2010 Not banks using bitcoin, Bitcoin companies replacing the needs and services of a bank.

New Perform with Dr. Andy Galpin episode: How to Build Mental Toughness & Perform Under Pressure My guest is Dr. Lenny Wiersma, a 20+ year professor turned Senior Mental Performance Consultant at Cal Athletics who's worked with UFC fighters, big wave surfers, CrossFit Games champions, and Olympic athletes. We discuss what's really happening psychologically at the edge of human performance, why the fearlessness narrative is wrong, the difference between confidence and belief, and what visualization actually requires to work under pressure. This episode is for athletes, coaches, and anyone navigating high-pressure moments in daily life. 0:00 Introduction 0:48 Alex Honnold Mindset 2:18 Risk And Confidence 6:45 Extreme Athletes Trainability 11:12 Wipeout Planning 13:54 Visualization Basics 15:53 Phelps Coping Visualization 19:46 Visualization Best Practices 24:09 Visualization Beyond Sport 26:35 Sleep Stories Unhooking 32:47 Balancing Failure Imagery 37:33 Self Talk Framework 40:37 Coach Yourself With You 41:04 Borrow a Trusted Voice 42:46 Nicknames and Second Person 45:34 Research and Best Timing 48:41 Rethinking Discomfort 53:19 Confidence Versus Belief 57:14 Build Robust Confidence 1:01:14 Tools to Grow Belief 1:08:34 Overconfidence and Honesty 1:10:52 Resilience Mental Toughness 1:13:47 Emotional Regulation Skills 1:16:11 Label Emotions and Purpose 1:17:12 Labeling Emotions Fast 1:18:06 Next Play Mindset 1:18:28 Co Regulation Explained 1:20:03 Reading the Locker Room 1:21:12 Flag Disaster Scenario 1:25:23 Downregulate and Refocus 1:26:34 Reset Anchors and Cues 1:31:58 Corner Coaching in UFC 1:36:21 Simple Phrases That Land 1:39:29 Coaches Need Coaching Too 1:45:00 Earning Trust With Staff 1:47:09 Mental Performance vs Therapy 1:48:44 Embedded Team Support 1:50:23 Biofeedback Meets Performance 1:51:14 HRV Breathing Demo 1:55:57 Coherence Breathing Protocol 1:58:13 Color Screen Training 2:01:24 At Home Biofeedback Options 2:02:39 NeuroTracker Focus Training 2:07:51 Mental Fatigue Insights 2:10:49 Restore Attention Fast 2:12:06 Better Film Sessions 2:14:08 Careers And Credentials 2:17:17 Closing Thoughts Includes paid partnerships.

Dr. Rhonda Patrick just dropped a 3-hour masterclass on the Huberman Lab podcast. She shared 8 shocking insights about everyday things that are slowly making you sick: 1) Drinking water from glass bottles (has higher levels of microplastics than in plastic ones)

Gavel of Treason: Eradicating the Unelected Judges Sabotaging Our Mandate (THREAD) The survival of the American Republic hinges on a single, inescapable conflict. We are witnessing the absolute weaponization of the judiciary by a desperate, dying political faction. The radical left, completely utterly rejected by the American voter, has retreated to the shadows of the federal court system to execute a calculated coup against the executive branch. This is the definition of judicial tyranny. A cabal of activist judges, operating far outside their constitutional boundaries, is actively undermining the mandated agenda of the President and subverting the sovereign will of the people. This crisis of nationwide injunctions is the single biggest issue facing America today. If we fail to crush this judicial rebellion, the presidency becomes a hollow, ceremonial joke, and the Republic falls to an unelected oligarchy.

Yesterday's announcement for X Money and "cashtags" I thought wasn't a big deal. If it is able to do what it says such as: - Fiat wallet with 6% APY - Debit card with 3% cashback - P2P payments w/ direct deposit. - FDIC-insured through Cross River Bank (same bank as Coinbase and Stripe.) - Brokerage routing via Wealthsimple (already happening for Canadians) Then that is great. Personally, I'll still keep my USAA bank and continue to use CashApp to buy Bitcoin on a recurring DCA basis and then move it to my Tangem wallet. This could be great for users across the globe as X has almost 600M monthly users. But my question is will this really move the needle for Bitcoin & crypto? I suppose yes as it will give more access to people globaly. Also, if there is a tokenization of stocks, assets, treasuries, which would allow for 24/7 365 trading, then yes. (I believe this will be done on the Solana chain given the head of products ties to the chain). This sounds great but there is a WIDE gap between that reality and our current reality. It's a step in the right direction but forgive me if I don't shout this from the roof tops as how amazing it is. We're only in the first inning and a lot can go wrong/right in the upcoming time frame. Wealthsimple - wealthsimple.com/en-ca/self-dir…

Birds can literally see the Earth’s magnetic field thanks to specialized light-sensitive proteins in their eyes. Migratory birds possess one of nature’s most remarkable superpowers: the ability to navigate thousands of miles with incredible precision. At the center of this ability is a protein called Cry4 (cryptochrome 4), found in the retinas of their eyes. When blue light enters the bird’s eye, it triggers a quantum reaction in the Cry4 proteins known as the radical pair mechanism. This ultra-sensitive process responds to the orientation and strength of the Earth’s magnetic field, essentially turning the bird’s visual system into a biological compass. Scientists believe birds don’t just sense magnetism — they may actually see it. The quantum fluctuations likely appear as subtle visual patterns, shadows, or color gradients overlaid on their normal vision, much like an augmented reality heads-up display. This extraordinary adaptation allows migratory birds to cross oceans, deserts, and mountain ranges with pinpoint accuracy, relying on the strange rules of quantum mechanics to guide them on their epic journeys.

Amazon just dropped $11.57B to buy the satellite company sitting at the center of Apple's most critical safety feature and this deal is about far more than competing with Starlink (Save this). The company Amazon acquired is Globalstar, the satellite operator that powers Emergency SOS on every iPhone 14 and later, Apple Watch Ultra, and a growing list of devices that millions of people rely on to call for help when no cell tower exists. Apple owned 20 percent of Globalstar and used 85 percent of its entire network capacity to run those features. Amazon just bought the infrastructure Apple's customers depend on to stay alive off the grid. And then Amazon and Apple immediately announced a new agreement to keep those features running and expand them through Amazon's own satellite network, Amazon Leo. Here is why this deal is bigger than satellite internet. Amazon Leo now has three things Starlink does not, licensed radio frequency spectrum from Globalstar, a directctocdevice capability that connects satellites straight to your phone with no ground hardware, and a contractual relationship with Apple that puts Amazon's network inside every iPhone and Apple Watch on earth. From 2028, Amazon begins deploying its own next generation direct to device satellite system, no cell towers, no ground stations, no carrier permission required to deliver voice, text, and data to any device anywhere on the planet. This is exactly why one of our analysts has been calling Amazon the most underrated stock in the entire market and has held a significant position for this specific reason and the position is already up over 15%. Before getting to the satellite play, look at the underlying business first. Amazon grew total revenue from $107B in 2015 to $716.9B in 2025, a 570 percent increase at a 20.9 percent annual growth rate sustained over a decade, in a company already generating hundreds of billions of dollars per year. AWS alone crossed 128.73 billion dollars in revenue in 2025, up from $62.2B in 2021, nearly doubling in four years. Amazon's advertising business hit $68.64B in 2025, growing at 21.8 percent annually and now larger than the entire advertising revenue of most media companies on earth. Combined, AWS and advertising, the two businesses that generate the vast majority of Amazon's profit, now total nearly 200 billion dollars in annual revenue and are both growing faster than the company's overall rate. Most investors are still pricing Amazon as a retail and logistics company. The retail business is essentially a customer acquisition engine that makes the advertising and cloud businesses exponentially more valuable and now Amazon is adding a third profit engine on top, owning the physical connectivity layer that links every device on earth to the network. Amazon plans to deploy approximately 3,200 satellites into low Earth orbit by 2029. When AI lives in physical devices operating in the real world, cars, robots, drones, remote infrastructure connectivity is not optional. Our analyst saw this play before the acquisition was ever announced, and this deal just confirmed the thesis. If you want access to the full thesis and what we are watching right now, go PRO. Link down below!

🇺🇸 Nick Shirley’s exposé on the $170M fraud in California pulled 7.7M views, now a new bill (AB 2624) would let featured groups demand those videos be taken down. Non-compliance could mean fines up to $10K per violation and even jail time. The bill comes from Mia Bonta, while her husband, California’s AG, just announced a separate $267M Medi-Cal fraud bust days earlier. Messy timing, big implications… and suddenly free speech might come with a price tag. Source: @pelositracker, @nickshirleyy

A Dutch court has ORDERED Bill Gates and Pfizer CEO Albert Bourla to testify over COVID shot crimes — accused of genocide and crimes against humanity. The court will examine whether mRNA shots functioned as a bioweapon. A high-stakes substantive hearing is set for October 22.

Cancer is cured by AI. GitLab founder Sid Sijbrandij was diagnosed with stage 4 spinal cancer. Every trial rejected him. His doctors had nothing left to offer. So he stopped being a patient. He built an AI research team. Fed them 25TB of his own medical data genomics, scans, treatment history, everything. The system found a treatment his entire oncology team had missed. Then engineered 19 custom vaccines from his own DNA. Relapse-free since 2025. Then he uploaded the entire blueprint. Free. For every person sitting in that same room, hearing the same verdict, with nobody left to call. Medicine runs on averages. AI runs on you.

Lunar soil is 45% oxygen by mass. Almost half the ground astronauts walk on is breathable air, locked inside chemical bonds with iron, titanium, and aluminum. Blue Origin's Blue Alchemist reactor heats crushed Moon rock to 1,600°C, turning it into a molten conductor. Then it runs an electric current through the melt. Oxygen ions migrate to one electrode and bubble off as gas. Iron, silicon, and aluminum collect at the other. The economics are where this gets wild. Delivering one kilogram of anything to the lunar surface costs roughly $1.2 million. A single astronaut breathes about 0.84 kg of oxygen per day. That's over $300 million per year per person just to keep breathing, shipped from Earth. This reactor doesn't just solve the breathing problem. The metals that come out of the same process are construction-grade iron and aluminum. The silicon gets refined into radiation-resistant solar cells. The glass covers those solar cells to protect them for 10+ years on the surface. One machine, running on solar power, producing air, building materials, electronics, and rocket fuel from dirt. Blue Origin estimates this could cut lunar landing costs by 60% and reduce fuel cell mass by 70%. Their facility in LA already spans 60,000 square feet of lab space with 65 researchers. They're running an autonomous demo in simulated lunar conditions this year. The real constraint on a permanent Moon base was never getting there. It was staying there without a $1.2 million-per-kilogram supply chain from Earth. This reactor breaks that constraint at the molecular level.

when spacex was getting started, the first and last men to walk on the moon testified before congress against it. gene cernan told congress commercial space companies "do not yet know what they don't know." he said the boeings and lockheed martins were "the folks who have been working on everything we've done for the last 50 years. they know how it can be done." neil armstrong said he was "not confident" the newcomers could achieve their goals. together with jim lovell they warned it would put america on "a long downward slide to mediocrity." spacex now launches more rockets than every country on earth combined. the experts will always tell you it can't be done. build it anyway!

Marc Andreessen on why Starlink may be the most misunderstood success story in tech right now: “Elon’s not the first guy who said we’re going to do satellite-based internet access. There was Bill Gates, Craig McCaw. Complete catastrophe, total bankruptcy, complete disaster. Elon’s like, ‘I know, I’m going to do another three of those. We’re starting as a side project at the rocket ship company.’ If the rockets are reusable, we’re going to be launching them all the time. What’s going to go in the rockets? I could wait for the customers to come to me, or I could just put up my own satellites. Anybody who knew anything about the history of satellites knew that was the craziest idea in the world. And of course it’s like this giant success. It’s the side project. It’s clearly the least studied and understood thing I know of in the world right now.”

The math on this black hole should mass-humble every physicist who thinks we understand gravity. M87's central black hole is 6.5 billion times the mass of our Sun. It's 38 billion kilometers across. It spins at 80% of the theoretical maximum speed allowed by physics. And it's firing a plasma beam at near light speed that stretches 5,000 light-years into space. To put 5,000 light-years in perspective: if you started driving at highway speed when the Egyptian pyramids were built, you'd have covered roughly 0.0005 light-years by now. This beam covers ten million times that distance. The plasma travels in a spiral along a coiled magnetic field. Hubble watched it for 13 years just to confirm the motion pattern. And the beam isn't just decorating empty space. Stars near its path explode twice as often as stars elsewhere in the galaxy. Nobody knows why. The lead researcher at Stanford said they don't understand the mechanism at all. The black hole eats roughly 90 Earth masses of material per day. The energy output from that feeding process matches the power of the jet itself, somewhere between 10^33 and 10^37 joules per second. The upper end of that range is a number so large it has no human analogy. Your brain runs on 20 watts. This thing outputs more energy per second than every star in the Milky Way combined. And we photographed it with a telescope in 2019.

Elon Musk calling Raptor 3 “kind of alien technology” is spot on 🚀 He shared how even top propulsion pros looked at a photo of the Raptor 3 and went, “Wait, this engine looks unfinished—it’s missing stuff!” Then came the reveal: “Nope, that’s the full thing… and it’s firing with efficiency levels we’ve never seen before.” This isn’t just an upgrade—it’s a total game-changer for rocket engines: • Ditches the traditional base heat shield entirely → slashes weight, boosts long-term reliability during re-entry • Minor fuel leaks? No panic—they vent straight into the open plasma and burn off harmlessly (unlike older boxed designs where they’d be a disaster) • Unlocks way higher payload to orbit, better fuel efficiency, and overall rocket performance • Radically fewer components and a cleaner layout, yet it delivers massively more power and capability • Secondary cooling loops, sensors, and electronics are all baked right into the engine’s structure—no external clutter, everything protected and streamlined Pure first-principles brilliance from the SpaceX team. This thing looks minimalist because it had to evolve beyond legacy thinking. Starship V3 with Raptor 3 is going to be insane.

Elon Musk thinks the entire education system is built on a broken assumption. That every student should learn the same thing. At the same speed. In the same order. At the same time. Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.” The model was designed for a factory economy. Standardized inputs. Predictable outputs. That economy is gone. The assembly line is gone. But the education system still runs on its logic. A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait. Neither is being served. Both are being processed. Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.” AI doesn’t teach a classroom. It teaches a student. One at a time. Every time. It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle. It adjusts in real time. Not at the end of a semester when the damage is already done. A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture. The subject doesn’t change. The entry point does. No teacher with thirty students can do this. Not because they lack skill. Because the math doesn’t work. AI doesn’t have that constraint. Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.” The brain isn’t broken. The format is. Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes. That’s not a discipline problem. That’s a design problem. Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.” Four years. Six figures of debt. And the real value comes from the people sitting next to you. Not the institution charging you. The degree doesn’t certify knowledge. It certifies endurance. Musk: “If the goal is to start a company, I would say no point in finishing college.” The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you. Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace. The question isn’t whether the old model survives. It’s how long we keep forcing students through it while the replacement already exists.