Nicolas Fry

@shanaka86 This is the sideplot from Tomorrow Never Dies

Citrini Research sent an analyst to Oman with $15,000 in cash, recording sunglasses, a smuggled camera, and Cuban cigars for networking. The analyst signed a pledge to Omani authorities not to gather intelligence, then got on a boat and sailed to within 18 miles of the Iranian coast. What he saw contradicts every headline about the Strait of Hormuz being closed. Approximately 50 percent of tanker traffic in the strait is missing from public AIS tracking systems. The vessels are not missing because they sank. They are missing because they turned off their transponders, spoofed their GPS coordinates to broadcast false positions, duplicated the identity codes of decommissioned ships, switched to low-power transmission mode, or swapped identities with nearby vessels. The result is an electronic fog through which physical ships move crude to Asian ports while the tracking systems that Bloomberg terminals rely on show an empty waterway. More than $3 billion in crude has been transported through the strait since the war began, primarily to China, much of it under Iranian terms, paid in yuan or cryptocurrency. The strait is not closed. It is filtered. Iran decides who passes and who does not. Ships that pay the IRGC toll and accept escort through the Larak corridor transit under the electronic fog. Ships that refuse are turned away or attacked. The “closure” that drove Brent to $115 and Aramco’s OSP to a record $19.50 premium is a selective blockade operating behind spoofed transponder data that makes it look total when it is not. Brent dropped from approximately $115 to the $108 range as the report circulated. The market had priced in a complete shutdown. The reality is a controlled chokepoint generating toll revenue while maintaining the appearance of total disruption to maximise the scarcity premium on every barrel that gets through. Iran is running two operations simultaneously: a blockade for the cameras and a toll booth behind the blockade for the revenue. The opacity is the product. The fear is the markup. The techniques are not sophisticated. Going dark requires flipping a switch. GPS spoofing requires a $500 device injecting false coordinates into the transponder’s GPS input. Identity theft requires typing a different MMSI number into the AIS configuration screen. Low-power mode requires switching from 12.5 watts to 1 watt. These are not state-level cyber operations. They are the maritime equivalent of turning off your phone’s location services. The ghost fleet runs on technology any ship’s officer can deploy in minutes. The 50 percent blind spot means every estimate of Hormuz disruption based on public AIS data, every IEA shortfall calculation, every Goldman Sachs supply model, and every insurance premium derived from vessel tracking is working with half the picture. The other half is sailing in the dark, loaded with crude, headed for Chinese refineries, paying the IRGC in the currency of the country that ships sodium perchlorate to fill the missiles that the same IRGC fires at Israeli cities. The strait the world thinks is closed is open for business. The price of admission is invisibility. And the entity collecting the toll in yuan while demanding war compensation in the ten-point response is profiting from the blockade it claims is absolute, selling passage through the chokepoint it says will “never return to its former state,” and funding the war with the revenue from the peace it refuses to sign. open.substack.com/pub/shanakaans…

@damianplayer Attending as a player? Can I sponsor 🤣

@NicolasBuilds tune in! will possibly be attending :)

THIS IS WILD! Peter Thiel’s company the “Enhanced Games” got valued at $1.2B before a single event. the first one is next month. here’s what the headlines aren’t telling you (share this): every athlete is monitored. every compound is clinically approved. every dose is tracked. two independent medical commissions oversee the whole thing. and if your bloodwork doesn’t pass, you don’t compete. the same investors behind the biggest peptide and longevity companies put $1.2B behind this. these aren’t sports guys… they’re taking a public bet that performance medicine becomes a real market. whether you’re into it or not, pay attention.

@PetruskaHQ @RoundtableSpace X lives in another universe, but give it time to propagate to Reddit, then reposted on Facebook and then they might be remotely open. Too early for Main Street

@RoundtableSpace I built something 100x better than this, went to dozens of local roofers, not one was interested and a price wasn’t even discussed. I don’t understand.

A roofing company is using AI agents to pull satellite imagery, cross-reference hail damage, and feed warm leads to their sales team. They're not a tech company. They're roofers. Who's next?

Full Blog Post and Guide: turbodocx.com/blog/axios-npm…

How a simple npmrc change and lock file discipline could have saved you in the Axios Breach 👇 TLDR; min-release-age and npm ci

@jarrenfeldman And just a brightline away..

I thought Miami was booming on an incredible level, but so is West Palm Beach. How do you guys see the difference shaping up between the two ends of the Gold Coast?

@Polymarket If this is even remotely true, he would have been subpoenaed for unauthorized disclosure

BREAKING: Former Congressman Matt Gaetz reveals he was once briefed on alien "breeding programs" where captured aliens were breeding with humans to create a hybrid race.

@hthieblot How quick they respond to a text message or email.

What’s the #1 signal a founder will be successful?

There’s something that hits different in 90s movies. Go watch Golden Eye or Tomorrow Never Dies and find me a movie in the last 6 months that compares

@rasmr_eth Think of it as Greater Miami (Miami, Broward, and Palm Beach counties) and your heart will be filled

Miami theoretically has everything you could ever want. But there’s something missing.

@cbnsndwch This is the way

you must obtain distribution

@garrytan This is the missing element to every founding team

GStack is about to become a full design brainstorm tool called /design-shotgun Just go in any direction, see variations, tell GStack what you like, and we'll make beautiful things together

@ZachZelle How can we help?

I am prepared to work so insanely hard to push miami to top 3 founders plan accordingly

@hubermanlab Pretty sure this is the hammer of dawn

I have no financial stake in this company, but I would love to!

@sltelitsyn @RoundtableSpace Have an example?

Just run programmatically interactive session via tmux and send messages there via tmux. Bang, solved. No need for heavy MCPs. Also, experimental agentic team does that via SendMessage(), but agentic team is semistateful, while Claude code interactive session can be potentially stateful indefinitely.

CLAUDE INSTANCES CAN NOW TALK TO EACH OTHER LIKE COWORKERS. Instead of one assistant doing everything alone, multiple Claude Code sessions can share context, coordinate tasks, and work like an actual AI team on your machine.

@anathemarketer Out wit them

Nothing better than going to a tech event & being told I don’t look like someone that knows how to use open claw 🙃

@JasonrShuman Do you have an example of a local agency contract for 10k?

Silicon Valley thinks AI agents are a $20/mo self-serve subscription. Main Street is paying local agencies $10,000 just to turn them on. Everyone assumes AI will be bought primarily online like Slack or Zoom. I think they are wrong. Some of the biggest winners in the AI boom won't be the software vendors. It will be the humans installing it. Here is the reality of SMBs right now: • 54% lack internal AI expertise. • 41% have data quality too poor for AI to even work. • 41% already prefer buying AI through a local IT provider. You cannot "1-click install" a genius AI into a messy CRM or a 15-year-old server. It will just execute the wrong tasks at the speed of light. The AI software will be cheap and a lot will absolutely be bought online. Making it actually work for a messy, real-world business will be expensive. Very bullish on the "Do It For Me" economy being back.

@kukreja_abhinav Is this the beginning of memory implantation?

What the helly

@Baxate Buy when you land

those who are creatine power users (10g/day) how do you travel with it if you are a carry on kinda person? container is too big and baggy is annoying