Palantir CEO Alex Karp appeared at the Reagan National Defense forum, and does a great job advocating for the U.S. to win the artificial intelligence race. Karp believes it is possible to insert “values” into the software at strategic places of connection, and thereby control the outputs. The question within the AI race then becomes, whose values? Ours or our enemies?
In a series of video segments placed onto a Twitter Thread, you get a good sense for what Palantir, Karp, Peter Thiel, Elon Musk and newly appointed White House Czar of AI, David Sacks, are trying to do inside this global race toward artificial intelligence as applied to government systems.
The video segments at the above link provide a decent sense of what Karp thinks and where USA may be headed. Very much worth listening to what he has to say. It’s true we all fear the ominous possibilities AI tech and Palantir may hold for the world. But it is also true, those technologies may produce wonderful outcomes. Karp is very optimistic about the tech (which is his job) and also about USA. I tend to be optimistic in both of those areas myself (not my job) and also believe we would all do well to look favorably on our future and those most in charge of it today — Thiel, Karp, Musk, Trump, RFK, et al. ABN
This was never supposed to be anything other than a localized attack in the vicinity of Aleppo.
But when the HTS fighters encountered no resistance, they pushed on.
Everything that unfolded from that point appears to be opportunistic exploitation of the unexplained, and unexplainable, collapse of the Syrian nation.
As Syria collapsed, those nations that had been conspiring against Syria have pounced on the rubble of that nation and declared victory.
Those nations that supported Syria are left to gaze in bewilderment at the evaporation of everything they had worked to achieve over the past decade.
But none of this was planned.
Everyone is reacting.
Which means there is no guaranteed outcome.
Things look good at the moment for Israel and Turkey.
And things certainly look bad for Russia and Iran.
But there are many unknowns lying in ambush for all parties involved.
The report advances that the likelihood of fatal transmissionless pneumonias in the elderly and persons with comorbidities increases significantly with environmental changes or assaults that cause biological stress, and that this is sufficient to cause epidemics, pandemics and seasonal mortality, always targeting the frail and sick. On this basis, Rancourt argues that transmissionless pneumonia caused by biological stress from imposed governmental and institutional “measures” is sufficient to explain the large excess mortality observed around the world during the Covid period.
To understand the outcome of the next four years (and beyond), it is important to begin with the same information. One key not discussed anywhere else is outlined below.
Consider this a baseline for future context in the world of the USA and President Trump politics.
♦ Summarized it looks like this: In late summer 2023 not only myself, but several insightful analysts in the world of high finance, had come to the conclusion that Musk’s financial effort with the purchase of Twitter was unsustainable, unless something changed.
Something did change.
In early August of 2023, understanding the dynamic at stake, and also having a strategy for his own interests, Oracle’s Larry Ellison said, ‘he would not let Elon Musk fail with Twitter’.
Billionaire Larry Ellison, a Tesla Board member, already had invested money in place, but that wasn’t the motive on this move. In hindsight, Ellison was brilliant and intensely strategic. It is important to understand what exactly ‘board members’ are recruited for, and the stability/security reasons for why they are recruited.
Ellison pumped money into the problem, relieving Musk of the cash flow problem created by his inability to divest shares (Musk was max-limited by Board). Ellison also helped make the $1.5 billion loan made by SpaceX, (unknown at the time) go away.
Ellison essentially positioned Twitter for the same dynamic reason that Bezos bought and used WaPo. This is the world of high finance, and these moves are all about influence, leverage and ultimately positioning. Ellison wanted a vessel for influence, a friendship and common ideological alignment therein just made sense.
With financial breathing room and a nod in the direction he needed to follow, after a brief stint with Ron DeSantis, Musk using his platform, leaned forward into Trump. The rest of that relationship origin is history.
Oracle, specifically Larry Ellison, is now positioned as the biggest benefactor of a second Trump administration, with a very specific group of technocrats in close alignment. AWS Jeff Bezos has been trying to make up ground ever since.
♦ Now that’s the elevator speech part; that’s the encapsulated or summarized version. But it’s in the details where things get interesting.
It should be emphasized up front that no one is a bad guy in the framework of what took place; however, neither is this altruism.
These are essentially self-interests in a common alignment. As long as the alignment is for good purposes, then the network of billionaire allies is in a very cool place.
[This is an extremely good analysis — concise, clear as a bell, and deeply insightful. It provides a seasoned and wise overview of where we we are headed, and how it might turn out for the good or the bad. This essays illustrates the fundamental way people should think about politics, which is a rational, if cut-throat, human endeavor. Much of politics is out of our control, but we the plebs do have input into the system when we more or less agree and make our voices heard, which we have been doing for the past 8-10 months. US politics is as good as it gets right now. We the plebs must only keep the pressure on and strive to find and embrace our general agreement on major subjects, such as: freedom of speech, no mass immigration, no government spying, no totalitarianism, 2A, good economic policies, no war, solidarity with Europe and Russia, etc. ABN]
I have watched about one-half of this and find it enjoyable; opens the mind to the many factors that went into the Bible and Abrahamic belief systems. ABN
Go big picture. The FED will slow rate drops not because politics per se’, but rather it is a tacit admission they know the MAGAeconomy is going to explode – red hot.
Trump’s policies create actual deflation. We’ve seen it before. We know it first-hand. Goods prices will drop. Food prices will drop. Gasoline prices will drop. The dollar will skyrocket. Service prices will go up, but only because demand increases.
As President Trump imports American wealth back into the USA, we benefit. The multinationals, and their pretending financial media have to pretend not to know this; but you can see it in reactionary data.
The FED knows the Trump economic plan leads to almost immediate dynamic growth. Yes, they suck, but they suck because they pretend not to know how good President Trump is for the USA economy. Nothing more.
Within this summary, we outline a novel theory, the result of 25 years of research on the part of its author, comprising three primary novel hypotheses that link recent climate changes to specific alterations in the Earth’s core and mantle. These changes are proposed to lead to a decoupling of Earth’s core and mantle, which may result in a recurrence of the cataclysmic inundations mentioned in many cultural mythologies. The three hypotheses are summarized in the articles below.
The linked article is brief, succinct and very clearly written. I highly recommend familiarizing yourself with the ideas presented. It’s a good read. ABN
“We are going to decide whether we are going to grow our way out of this debt burden, and I think we can, through deregulation, energy independence & dominance in the US, and a growth mindset. I feel very strongly that this is the last chance to grow ourselves out of this.”
Sounds great for future America but not for risk assets overall… Say bye bye to deficit and gov spending that created this decades long enormous bubble.
There will be a transition period which may take year(s) and risk assets will suffer greatly. Undoing decades long policy mistakes will have a price. And remember outliers revert with velocity.
Did market know what was coming ? I absolutely think so. Otherwise why growth stocks would suffer since Trump’s lead in polls.
You see, Bessent talks about bringing growth back but ironically growth stocks are underperforming. Why? Because the market knows that without deficit spending, bubble will burst. And as always hot money / smart money is now leaving high beta growth names before major market turn. They always lead.
While I have doubts that Trump administration and new Treasury Secretary do as they say, if they do, it will be great for the future America but during the transition period, the bubble will burst with velocity.
I would add that there is a common Chinese perspective that closely resembles this Jewish one. It is that Russia and USA/Europe will destroy each other in a nuclear war, leaving control of the world to China. Ask any honest Chinese you know about this and they will confirm. ABN
American Buddhist Net 