Larry Ellison previously said he “would never let Elon Musk fail.” Ellison is Musk’s financial backstop.
Musk will never stake a position against Oracle, Google or Thiel’s interests.
Ellison then began moving toward TikTok. K-Street funded to assist with lobbying. Trump circle directly part of the assist (Sacks, Lutnick, Musk).
David Ellison simultaneously begins moving toward Paramount (CBS). There is no distance between father and son. Trump circle then assists (Hollywood tariffs).
Ideologically social media and boomer media target operations complete. Now watch what happens with CNN.
At the end of this construct, AI enmeshed with govt., and Social Media data, via national security and Palantir.
L Ellison wins. D Ellison wins. Musk wins. Thiel wins. Sacks wins. Ackman wins. Alex Karp wins. Bibi wins.
The Kentucky Derby is won by horses, but it’s the owners who get the prize money.
Good post on Conspiracy subreddit, showing some subreddits are worth viewing. Check the link above for a wide variety of insights into Dead Internet Theory, which says much or most of what we view and respond to on the interwebs is coming from bots. AI images, voices and videos only enhance the theory. ABN
This is a structural kill shot disguised as moderation – not a walk-back.
Trump’s team knew if they slammed existing holders immediately, the courts, corporations, and universities would swarm them with injunctions and sob stories about disruption.
So they carved out the stock, left it untouched, but put a noose around the flow. That’s the actual pipeline that kept Silicon Valley, outsourcing shops, and Indian IT mills running. Kill the flow, the stock ages out, and the model dies in slow motion.
Think of it like choking off oxygen. The body (existing H-1Bs) keeps moving for a while, but without new supply, the system collapses from within.
The real mask-off implication:
•For American labor: This is the first time in decades the cost arbitrage model has been structurally dismantled. Over the next 2–3 years, wages at the bottom tier of STEM jobs will rise, not because of “free markets,” but because the cheap labor conveyor belt is being dismantled.
•For Indian IT giants: Infosys, Wipro, TCS, Cognizant – their stock reactions already show it. Their business model is fundamentally impaired. They can’t win contracts undercutting wages without cheap visa inflows.
•For universities: The H-1B system was a backdoor subsidy to pump STEM enrollments. If the exit pipeline is shut down, the entire higher-ed incentive structure breaks. That’s a slow bleed, but it’s lethal.
•For markets: The knee-jerk calm (“oh, existing holders are safe”) is a misread. This isn’t about the next quarter. It’s about rewiring the labor supply chain. That’s far more radical.
Trump just set a fuse that detonates the 30-year experiment of outsourcing America’s brain. It won’t look explosive at first, it’ll look like a slow policy tweak. But in 12–24 months, it creates a reflexive cascade: higher wages, corporate reshoring pressure, offshoring taxes, universities losing demand, and foreign IT stocks structurally repriced down.
Social media ban was lifted on Tuesday but some demonstrations were continuing
Nepali Prime Minister K.P. Sharma Oli was forced to resign on Tuesday by angry young anti-corruption protesters who defied a curfew and clashed with police a day after 19 people died in a first day of protests.
Demonstrations led by young people angry about the blocking of several social media sites gripped the country’s capital a day earlier, and police opened fired on the crowds, killing 19 and injuring 100.
The ban was lifted Tuesday, but the protests continued, with demonstrators setting fire to the homes of some of Nepal’s top leaders and the parliament building. The airport in the capital of Kathmandu was shut, and army helicopters ferried some ministers to safe places.
As the protests intensified, Oli, 73, said he was stepping down immediately.
Protesters take selfies and celebrate at the Singha Durbar, the seat of Nepalese government ministries and offices, after it was set on fire during a protest against a social media ban and corruption in Kathmandu on Tuesday. (Niranjan Shrestha/The Associated Press)
Not sure how we ensure it’s neutral or what that even means but the goal is worthy. If USA can clean up its past government malfeasance and treason and then follow up with first-rate AI, there is a chance all things USA will improve. ABN