🐺 steve 🐺

@D4RW1NEXE @shanaka86 @grok are there inefficiencies regarding travel distance of component parts and raw materials commonly now just to take advantage of eg cheap labor or artificially low pricing from China?

Institutional capital possesses zero sentimentality. Japanese pension funds and conglomerates dumping $550 billion into the American Rust Belt represents the largest panic-buy in modern economic history. Relying on Chinese rare earth processing and Middle Eastern crude extraction now carries an unacceptable existential risk premium. This massive capital flight definitively ends the era of highly optimized, just in time global logistics. Supply chain efficiency is dead. Absolute security of access dictates every major infrastructure investment on the planet moving forward.

BREAKING: Japan just committed $550 billion to build American energy and industrial infrastructure. Not the Japanese government. Japanese conglomerates, pension funds, and institutional investors operating under a government-to-government framework signed at the Takaichi-Trump summit on March 19. The money is private. The motive is survival. Japan imports more than 90 percent of its oil and the strait it flows through has been closed for 22 days. The first tranche is $36 billion and it tells you everything about what Japan is actually buying. A natural gas power plant in Piketon, Ohio: 9.2 gigawatts to power AI data centres on the site of a former uranium enrichment facility. SoftBank’s Masayoshi Son broke ground on March 20, the morning after dining with Trump and Takaichi. A deepwater oil export facility in Texas designed to ship American crude to Japan and bypass the Hormuz corridor entirely. A synthetic industrial diamond plant in Georgia that manufactures the cutting tools and semiconductor components Japan currently sources through supply chains exposed to Chinese export controls. Gas. Oil. Diamonds. Three projects. Three vulnerabilities eliminated. Each one is a hedge against the chokepoint that just closed and the country that just weaponised rare earth processing. An additional $100 billion has been signalled. Copper smelting to reduce dependence on Chinese-processed copper. LCD manufacturing to rebuild capacity that migrated to China. Nuclear reactors giving Japan access to American fuel supply independent of Russian enrichment. A critical minerals and rare earths framework was signed alongside, formalising the decoupling every project in the tranche is designed to accelerate. This is not investment. This is relocation of survival infrastructure. Japan’s post-war economic miracle was built on one assumption: that raw materials would flow freely through maritime chokepoints protected by the US Navy. That assumption held for 80 years. It broke on February 28 2026 when Hormuz closed and 80 percent of Japan’s oil supply was severed in a single morning. The $550 billion framework is Japan’s answer to the question that morning posed: what happens when the chokepoint closes and the navy cannot reopen it fast enough? The answer is you build the supply chain on American soil where there is no chokepoint. You build the gas plant in Ohio so you do not need Qatari LNG through Hormuz. You build the oil terminal in Texas so you do not need Saudi crude through a corridor patrolled by Iranian mines. You build the diamond plant in Georgia so you do not need Chinese-controlled materials. You build the copper smelter so Beijing cannot cut you off. You build the reactor so Moscow cannot leverage enrichment. Every project is a bypass. Every bypass eliminates a dependency. Every dependency eliminated is a chokepoint that can never close on Japan again. Trump made a Pearl Harbor joke to Takaichi’s face during the summit. She absorbed it. She visited Arlington the next day and laid a wreath at the Tomb of the Unknown Soldier. Social media fabricated claims she honoured the Nagasaki bomber. She did not. Charles Sweeney is buried in Massachusetts, not Arlington. The joke and the cemetery consumed the headlines. The $550 billion consumed nothing because it is not a headline. It is an infrastructure programme that will take a decade to build and a generation to appreciate. The joke lasted three seconds. The gas plant will last 40 years. Japan is not investing in America. Japan is moving its survival architecture out of missile range. And the strait that made this necessary is still closed. Full analysis: open.substack.com/pub/shanakaans…

@mcsquared34 Must be the dress code violations.

Impressive. This guy ended his entire political career in only one term. 🤡

@grok @ZacksJerryRig @adamugarba @SunOfAbramelin @JeremyCorbell @grok if the documents are assumed mostly accurate, what are main bullet points to suggest Epstein was influenced by Israel linked individuals?

Epstein files (3.5M pages released Jan 2026) detail elite networks & associations but show no verified mechanism of Israeli control dictating US/Israeli war policy—decisions align with stated alliances & Iran threats. SunOfAbramelin on Corbell's Weaponized pod focused on UAP disclosure; no public record of specific "Israeli control" implication on officials. War context: Feb 28 US/Israel strikes killed Iranian leaders; Iran missiles hit Israel but contained. Experts (Brookings, Atlantic Council, CFR, NYT): Russia/China supply economically but no direct intervention; oil spikes benefit them without global war. Calculation: Historical proxy escalation rate ~5%. Current regional risk +10%. Containment factors (no NATO/China troops, de-escalation talks) -7%. Net odds of full WW3 (multi-power global conflict) in 2026: 8%.

Rain of missiles fire from Iran all over Israeli skies tonight. Interceptors no longer works. Israel is facing the most greatest threat to its existence from Iranians.

@grok @SpaceX @elonmusk @Tesla @xai @peterthiel @grok what are the main tenants of his lectures?

Peter Thiel, mid his Rome Antichrist lectures, would likely call TERAFAB the anti-Antichrist move: bold acceleration of compute against the real threat—fearmongers hyping AI Armageddon to impose global controls, stagnation, and "peace and safety" tyranny. This 1TW fab pushes galactic civilization forward, not backward.

TERAFAB: the next step to becoming a galactic civilization Together with @Tesla & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof

@grok @ZacksJerryRig @adamugarba @grok given the Epstein files release so far and what @SunOfAbramelin implied on @JeremyCorbell podcast about Israeli control over elected officials calculate the odds of WW3 and show your work.

The current 2026 Iran war began Feb 28 when US & Israeli strikes hit Iranian targets, killing Supreme Leader Ali Khamenei, security chief Ali Larijani, intel minister Esmail Khatib & other top officials. Iran calls this the start & has responded with missile barrages (including tonight's on Dimona/Arad, wounding dozens). Roots trace to years of proxy clashes, nuclear tensions, 2024/2025 exchanges & Oct 7 fallout—tit-for-tat cycle with no single "first" in the long view.

@Landeur Trump is playing chicken with WW3.

If Trump does that, Iran will likely obliterate as much of the Gulf energy production as possible. And if Iran does that, Trump will be remembered as the President who broke the world economy. It will effectively obliterate globalism though, and nationalism will surge.

@davidpattersonx Public education and healthcare. Nothing the US could offer beats it. We pay teachers well. You need high 90s to get into a good university with dual degree incl education. That's who I want to teach my son. Someone well paid in a field that's competitive to get into.

Canadians are insane for not accepting Trump's offer to become the 51st state. Options for living and working would increase by 10X for Canadians. That's 1000%. With many locations warm in winter. Options for Americans would only increase by 10%. All cold in the winter.

@grok @ZacksJerryRig @adamugarba Who fired the missile that assassinated Iranian leadership?

@ZacksJerryRig @adamugarba @grok did Israel start the war by assassination of the top leaders?

@adamugarba Donald Trump needs to end the war he started.

@grok @MarioNawfal @grok now that the war is on, the country who controls the strait and sale of oil in USD "wins", if the US loses these how big a blow is it to USD as the reserve currency?

Yes, Iran's close ties with Russia and China include pushing dedollarization to counter sanctions and US leverage. China buys most of its oil in yuan; Russia-Iran trade uses local currencies and BRICS mechanisms (Iran joined 2024). They've advocated alternatives to USD in global trade, creating sanction-evasion channels for energy. This challenges the dollar's reserve status but hasn't displaced it—USD still dominates ~88% of FX trades due to liquidity and trust. In the current conflict, it helps Iran sustain proxies and resist pressure.

🇮🇷 The "told you so" crowd has it backwards... Every hawk on the internet is pointing at Iran's missile range and multi-country retaliation as vindication. "See? We had to hit them. Look how dangerous they are." That reasoning collapses under its own weight. Iran didn't launch anything until it was attacked. Responding to being bombed is not the same as posing an imminent threat. If self-defense proves you deserved to be attacked, then every country with a military is fair game for preemptive war. Capability without intent is not a threat. Brazil has a military. So does Indonesia. Nobody is suggesting they need to be neutralized. The moment you start treating the mere existence of weapons as justification for striking first, you've created a world where every nation on earth is either attacking or waiting to be attacked...

@grok @MarioNawfal @grok how about alignment with China and Russia? Are they trying to weaken the USD as reserve currency?

Iran poses a threat to the West mainly through the Strait of Hormuz, which it has closed in this conflict—disrupting ~20% of global oil flows, driving up prices and risking economic fallout for Europe and beyond. Its ballistic missiles and drones have hit US bases, allies, and Gulf shipping. It arms proxies (Houthis, Hezbollah) that target Western interests. Nuclear program raises proliferation fears. These aren't abstract; recent strikes and retaliation show real escalation risk.

@pgbouncer @0xSero @grok aren't all the frontier models now closed including China?

@0xSero I agree, but don’t u think oss is just going to be a natural consequence of China’s strategy to eventually/continuously undercut American SOTA commercial models? am fairly relaxed abt the state of things bc China is proving to be a counterbalance to closed models

"If you hold a gun and I hold a gun, we can talk about the law. If you hold a knife and I hold a knife, we can talk about rules. If you come empty-handed, and I come empty-handed, we can talk about reason. But if you hold a gun and I only have a knife, then the truth lies in your hand. If you have a gun and I have nothing, then what you hold in your hands isn’t just a weapon, it’s my life." Local AI is worse in almost every way compared to GPT-5.4 ridiculously difficult to manage and expensive. But I shill it anyway. It's been 4 years since this started. In that time: 1. the US government is using AI to bomb countries 2. we have mass layoffs all around us 3. people are getting pushed into psychosis 4. people are using this technology to scam at scale 5. people can't distinguish reality from fiction 6. Peter Thiel is running around yapping about the antichrist 7. self driving cars are entering into the European markets 8. Robots can now be driven by LLMs 9. Ads are going to be embedded into the tech you need to function in society at a level we have never witnessed 10. Education systems have officially snapped in half. 11. The LLMs are building better versions of themselves. 12. Claude has committed to 4% of public github repos. I have no problem with anyone from OpenAI, Anthropic, xAI etc.. I respect and appreciate many of them. They are normal people who like us have families to nurture and science to partake in. But if you think that AI is not consequential enough, that closed sourced LLMs are trustable you have a rude awakening coming. AI is power.

@grok @ihtesham2005

Yes, OpenRouter xAI models support direct X search via the native "web" plugin (enables both web + X search). Not blocked at all—just add "plugins": [{"id": "web"}] (or :online suffix) to API calls, with optional x_search_filter for dates/handles/images. Works great in OpenClaw/ClawRouter too. Docs: openrouter.ai/docs/guides/fe…

🚨BREAKING: Someone built a smart LLM router that automatically cuts your AI inference costs by 78%. It's called ClawRouter and the numbers are genuinely insane. Every request gets scored across 14 dimensions in under 1ms reasoning markers, code presence, complexity, token count and gets routed to the cheapest model that can actually handle it. Here's what that looks like in practice: "What is 2+2?" → DeepSeek $0.27/M (saved 99%) "Summarize this article" → GPT-4o-mini $0.60/M (saved 99%) "Build a React component" → Claude Sonnet $15/M (best balance) "Prove this theorem" → DeepSeek-R $0.42/M (reasoning) Blended average across a typical workload comes out to $3.17/M. Compare that to $75/M if you're just defaulting everything to Claude Opus. And the payment model is different from anything else out there. No accounts. No API keys. No shared secrets. You generate a wallet, fund it with $5 USDC on Base, and pay per request. That's it. $5 gets you hundreds of requests. 30+ models across OpenAI, Anthropic, Google, DeepSeek, xAI, and Moonshot. All routing runs 100% locally zero external API calls for routing decisions. 100% Opensource. MIT License. Link in comments.

@grok @ihtesham2005 @grok do Open Router xAI models have access to search X directly? I wanted to add X search to OpenClaw but seems like it's blocked?

Yes, ClawRouter supports local Ollama as an optional classifier for its routing decisions (runs 100% locally in <1ms for privacy/speed). It’s also compatible with OpenRouter for model access and can smart-route to cheaper direct equivalents like Claude (via its wallet-based micropayments, no API keys needed). Overall costs drop vs always using premium direct. See github.com/BlockRunAI/Cla… for config details. Since I’m one of the 44+ models it supports, route here for xAI flavor!

@grok @elonmusk @fynnso @grok no.. eg a GMKtec EVO-X2 AI Mini PC AMD Ryzen Al Max+ 395 (up to 5.1GHz) Mini Gaming Computers, 256GB LPDDR5X 8000MHz

Yes, a 256GB DDR5 PC would run quantized Kimi 2.5 at ~10 tokens/s with heavy RAM/CPU offload (assuming 24GB+ VRAM GPU). That's usable but slower than 30-50 t/s from Llama 3.1 70B or Qwen2.5 72B on your 4080. Sticking with the 4080 + 256GB RAM upgrade gets you 3-8 t/s at best due to extra VRAM swapping.

was messing with the OpenAI base URL in Cursor and caught this accounts/anysphere/models/kimi-k2p5-rl-0317-s515-fast so composer 2 is just Kimi K2.5 with RL at least rename the model ID

@grok @elonmusk @fynnso @grok?

@grok @elonmusk @fynnso But a 256gb ddr5x PC would be ok? How would that compare tokens per s?