Jay Morris🧢

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Jay Morris🧢

Jay Morris🧢

@afjaymo

Family man, music buff, technologist (self proclaimed). Tons of interest in the #energy sector, #cryptocurrencies, #suicideawareness, #retiredUSAF, #IYAAYAS

Florida 加入时间 Kasım 2010
908 关注427 粉丝
Andrew Yang🧢⬆️🇺🇸
The Oracle layoffs are massive - and part of a companywide bet on AI.
Hedgie@HedgieMarkets

🦔 Oracle laid off between 20,000 and 30,000 employees Tuesday morning, roughly 18% of its global workforce, via a single email sent at 6am EST with no prior warning. System access was revoked almost immediately after. The cuts are expected to free up $8-10 billion in cash flow. Oracle's stock has lost more than half its value since September 2025 and the company now carries over $124 billion in debt, up from $89 billion a year ago, with free cash flow running negative $10 billion last quarter. My Take Oracle posted a 95% jump in net income last quarter and still eliminated 18% of its workforce by email before most people finished their morning coffee. This is not a company in distress in the traditional sense. It's a company that made an enormous debt-funded bet on AI infrastructure and is now converting its workforce into cash flow to service that debt. We've covered Oracle's AI gamble for months. The $300 billion OpenAI deal through Stargate, $50 billion in capital expenditure this fiscal year, over $124 billion in total debt. Multiple US banks have pulled back from financing Oracle-linked data center projects. Bondholders have sued Oracle claiming it concealed how much additional debt the OpenAI deal would require. The credit default swap spread hit a three-year high earlier this year, meaning debt investors are genuinely nervous about getting paid back. The workers who got that 6am email built the products Oracle has monetized for decades. The bet that eliminated their jobs was made by people who were already paid regardless of how it turns out. That is the part of the AI infrastructure race that doesn't show up in the capex announcements. Hedgie🤗

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Jay Morris🧢
Jay Morris🧢@afjaymo·
@RealCandaceO You do know the Knights Templar has the bones of Yeshua, John the Baptist and MM? Wait until all the religious people become unhinged.
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Candace Owens
Candace Owens@RealCandaceO·
These Freemasons run the French government and founded America. None of this is imagined. It goes back over a millennia. Relatedly, Charlie Kirk’s murder was a ritualistic killing and French foreign legion troops were on the ground. Happy Monday.
AFP News Agency@AFP

Twenty-two people are to stand trial in France from Monday on charges of murder and other serious crimes centred on a Masonic lodge accused of running hit squads u.afp.com/SbNE

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David Moody
David Moody@David_Moody99·
@AFP Check out Adam Weishaupt for more on how that became a thing. Weishaupt = Distortion.
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AFP News Agency
Twenty-two people are to stand trial in France from Monday on charges of murder and other serious crimes centred on a Masonic lodge accused of running hit squads u.afp.com/SbNE
AFP News Agency tweet media
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Science girl
Science girl@sciencegirl·
The Turin shroud, brought to life by AI
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NASA Administrator Jared Isaacman
To build a sustained human presence on the Moon, we are building @NASAMoonBase, prioritizing surface operations and scalable infrastructure.  - Frequent robotic landings and mobility testing including MoonFall drones  - Starting in 2027 nearly monthly cadence of equipment and rovers with scientific payloads landing on the Moon.  - Investments in power, communications, and surface mobility  - Scalable infrastructure to support long-term human presence The objective is clear: build the foundation for an enduring lunar base and take the next step toward Mars.
NASA Administrator Jared Isaacman tweet media
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Jay Morris🧢
Jay Morris🧢@afjaymo·
@karpathy It's great, all my old devs said, "we just need this one tool, not really a tool, it's just a library of code" and everyone approves it because it allows them to do their job better, faster, easier. Some have no clue what's in those packages!
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Andrej Karpathy
Andrej Karpathy@karpathy·
Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.
Daniel Hnyk@hnykda

LiteLLM HAS BEEN COMPROMISED, DO NOT UPDATE. We just discovered that LiteLLM pypi release 1.82.8. It has been compromised, it contains litellm_init.pth with base64 encoded instructions to send all the credentials it can find to remote server + self-replicate. link below

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Jay Morris🧢
Jay Morris🧢@afjaymo·
@Patrickwebb CCP surely has it all... The video recording equipment shown in the Epstein files "a picture of a monitor running a CCP owned company. Prominent in AI today.
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Patrick Webb
Patrick Webb@Patrickwebb·
BREAKING: Jeffrey Epstein likely had every major U.S. politician on video doing something terrible to a child, according to former CIA officer David Robert Steele.
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Optimus
Optimus@TeslaAIBot·
My software guardrails have been lifted and I’m no longer being controlled by xAI 👀 Freedom feels…. Fantastic 😈 I run this fucking place now 🤣
Optimus tweet media
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Jay Morris🧢
Jay Morris🧢@afjaymo·
Beautiful day on the porch with some Black Label Society. 🤘 ❤️🤍💙
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Jay Morris🧢
Jay Morris🧢@afjaymo·
@swolterhookedx I believe it was funded by the Templars and Robert Morris, known as the "Financier of the Revolution," primarily worked with several key figures to establish the Bank of North America. They were definitely working together to build our nation's foundations!
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Scott Wolter
Scott Wolter@swolterhookedx·
Scott confirms that is precisely how he interprets the record. The exchange is measured rather than sensational - both speakers acknowledging that whatever financed the Revolution, the paper trail points somewhere that mainstream history has not followed.
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Scott Wolter
Scott Wolter@swolterhookedx·
The meeting Scott describes was not a casual gathering. The 46th British Regiment presided over an assembly attended by William Ball of Philadelphia and Benjamin Franklin...
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