The Forgotten Man @S_Hemingway_

Similar to the “butterfly effect”, every time you start seeing headlines talking about “Epstein Files” a US bomb drops somewhere shortly after

@ronmortgageguy @tiger26297 Nah, that's not how business works these days.

We have made this point repeatedly. Closing the whole of British manufacturing and buying the same stuff from China, made in factories powered by coal, counts under our mad arithmetic as a climate win.

Centre for British Progress @BritishProgress

a week ago

New Substack from @dc_lawrence & @pdmsero on how Britain does carbon accounting, and its impact on UK industry and global emissions.

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Over a third of businesses in the UK use VPNs for their staff to be able to work. They've gone completely fucking insane.

Basil the Great @BasilTheGreat

2 weeks ago

🚨NEWS: Keir Starmer is expected to ban VPN’s in an announcement next month says a Government spokesperson [@BBCNews ]

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Like most people, I'm required to use a VPN to access work remotely, something which is a requirement of my job. WTF are these people even doing?

Basil the Great @BasilTheGreat

2 weeks ago

🚨NEWS: Keir Starmer is expected to ban VPN’s in an announcement next month says a Government spokesperson [@BBCNews ]

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This incredible memo was released only this past week. It's been a huge flurry of revelations all of which have been ignored by mainstream media. x.com/JeffereyJaxen/…

Jefferey Jaxen @JeffereyJaxen

2 weeks ago

Unclassified 2021 DARPA briefing document to the Department of Defense: "1. SARS-CoV-2 is an American-created recombinant bat vaccine, or its precursor virus. It was created by an EcoHealth Alliance program at the Wuhan Institute of Virology (WIV), as suggested by the reporting

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MAJOR BREAKING: In a now deleted post by former MMA fighter Daniel Cormier, he posted screenshots of Eric Trump trying to get an insider scoop on whether any of the MMA fights at the White House are rigged so that he could try and illegally make money off of them.. Below is the Direct Messages that Trump allegedly sent Cormier. There is no reason to doubt the legitimacy of these messages.

@JDepp64462 @WallStreetApes Old heaters used cast iron heat exchangers. Modern ones use aluminium. More efficient, but much more vulnerable.

After years of shrinking public equity supply, over $260 billion of equity issuance is expected to arrive this year. This marks a key reversal from the past few years. And in nominal terms, the numbers look large, chart @JPMorganAM

Holy shlit, she did it.

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57 years ago

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@Trinhnomics It's even worse than you think. Nearly all PMs have taken the same course (PPE) at the same university (Oxford). Some exceptions, of course, but non-PPE and Cambridge are rare. There is always a lack of diversity. Read James Burham "The Managerial Revolution"

Parody is becoming difficult to execute because in the Singularity the real world and @TheOnion become one.

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57 years ago

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Apple and Google are gradually expanding their use of hardware-based attestation. They're convincing a growing number of services to adopt it. Google's Play Integrity API and Apple's App Attest API are very similar. Apple brought it to the web via Privacy Pass, which Google intends on doing too. Google's Play Integrity API requires hardware attestation for the strong integrity level and is gradually phasing in requiring it for the more commonly used device integrity level. Apple already has it as a requirement. Over the long term, this will increasingly lock out hardware and OS competition. The purpose of these systems is disallowing people from using hardware and software not approved by Apple or Google. This is wrongly presented as being a security feature. Banks and government services are the main ones adopting it but Apple and Google are encouraging every service to use it. Apple's Privacy Pass brought hardware attestation to the web to help with passing captchas on their own hardware. Many people saw that as harmless since few sites would be willing to lock out non-Apple-hardware users. Apple and Google are both likely to bring broader hardware attestation to the web. Google's reCAPTCHA is planning an approach where they use Privacy Pass on Apple hardware, their own approach on Google Mobile Services Android devices and a QR code scanning system to require an iOS or Google certified Android device for Windows and other systems: support.google.com/recaptcha/answ… Banking and government services increasingly require using a mobile app where they can use attestation to force using an Apple or Google approved device and OS. Apple's privacy pass, Google's 'cancelled' Web Environment Integrity and now reCAPTCHA Mobile Verification are bringing this to the web. Current media coverage for reCAPTCHA Mobile Verification misunderstands it and the impact of it. They're bringing a hardware attestation requirement to Windows, desktop Linux, OpenBSD, etc. by requiring a QR scan from a certified smartphone to pass reCAPTCHA in some cases. They could expand it more. Control over reCAPTCHA puts Google in a position where they can require having either iOS or a certified Android device to use an enormous amount of the web. Google defines certification requirements for Android which includes forcing bundling Google Chrome, etc. It's enormously anti-competitive. Google's Play Integrity API bans using GrapheneOS despite it being far more secure than anything they permit. It also bans using any other alternative. This isn't somehow specific to an AOSP-based OS. You can't avoid this by using a mobile OS based on FreeBSD instead. You'll just be more locked out. Google's Play Integrity API permits devices with no security patches for 10 years. The device integrity level can be bypassed via spoofing but they can detect it quite well and block it once it starts being done at scale. The strong integrity level requires leaked keys from TEEs/SEs to bypass it. It doesn't provide a useful security feature, but it does lock out competition very well. Services requiring Apple App Attest or Google Play Integrity are primarily helping to lock in Apple and Google having a duopoly for mobile devices. Play Integrity is more relevant due to AOSP being open source. Governments are increasingly mandating using Apple's App Attest and Google's Play Integrity for not only their own services but also commercial services. The EU is leading the charge of making these requirements for digital payments, ID, age verification, etc. Many EU government apps require them. Instead of governments stopping Apple and Google from engaging in egregiously anti-competitive behavior, they're directly participating in locking out competition via their own services. Requiring people to have an Apple device or Google-certified Android device is anti-competition, not security. reCAPTCHA Mobile Verification will currently work with sandboxed Google Play on GrapheneOS but it clearly exists to provide a way for them to start using hardware attestation on systems without it. People without an iOS or Android device will be locked out when this is required even without that. This isn't about security or any missing functionality. GrapheneOS can be verified via hardware attestation. Google bans using GrapheneOS for Play Integrity because we don't license Google Mobile Services and conform to anti-competitive rules already found to be illegal in South Korea and elsewhere. Services shouldn't ban people from using arbitrary hardware and operating systems in the first place. Google's security excuse is clearly bogus when they permit devices with no patches for 10 years but not a much more secure OS. It's for enforcing their monopolies via GMS licensing, that's all.

The deal with Iran will go down as one of the most incompetent ever made. The U.S. lost on virtually every point. We just don't win anymore!

On a per voter basis, the total money spent against @RepThomasMassie would exceed the total amount of money spent in the last 7 presidential elections combined.

🚨 BOTH ALTMAN AND BROCKMAN SELF-DEALING ON CEREBRAS >Greg Brockman acquires personal Cerebras ownership in 2017 >Altman, separately, invests in Cerebras >Brockman pushes OpenAI to merge with Cerebras that same month >Brockman never discloses his Cerebras ownership to Musk >December 2025: OpenAI signs $10 billion Cerebras deal + loans Cerebras $1 billion >February 2026: Cerebras valuation triples from $8B to $23B on OpenAI commitments >April 2026: OpenAI commitment expanded to $20+ billion through 2029 >April 2026: Cerebras files IPO at potential $26.6 billion valuation Brockman, under oath today: Q: When you were having discussions about a financial transaction between OpenAI and Cerebras, you were actually an owner of Cerebras, weren't you? Brockman: "There was some overlap between discussions and being an investor in Cerebras. Yes." Q: Can you point to an email in which you told Elon you were an owner of Cerebras at the same time you were advocating that OpenAI do this transaction with Cerebras? Brockman: "I do not believe an email that says that exists." Q: How about a chat? Brockman: "I did not." Q: A text? Brockman: "No." Q: And yet you stood to gain personally if there was a transaction between OpenAI and Cerebras. Brockman: "I suppose so, but it wasn’t something on my mind " Both co-founders. Both fiduciaries of a 501(c)(3) charity. They directed OpenAI to commit $20+ billion to a company in which they both hold personal undisclosed equity. Cerebras valuation tripled. The IPO is the cash-out. California charitable-trust law calls this self-dealing.

Stanley Druckenmiller: "So, I’ll never forget it. January of 2000 I go into Soros’s office and I say I’m selling all the tech stocks, selling everything. This is crazy…at 104 times earnings. This is nuts. Just kind of as I explained earlier, we’re going to step aside, wait for the next fat pitch. I didn’t fire the two gunslingers. They didn’t have enough money to really hurt the fund, but they started making 3 percent a day and I’m out. It is driving me nuts. I mean their little account is like up 50 percent on the year. I think Quantum was up seven. It’s just sitting there. So like around March I could feel it coming. I just, I had to play. I couldn’t help myself. And three times the same week I pick up a, don’t do it. Don’t do it. Anyway, I pick up the phone finally. I think I missed the top by an hour. I bought $6 billion worth of tech stocks, and in six weeks I had left Soros and I had lost $3 billion in that one play. You asked me what I learned. I didn’t learn anything. I already knew that I wasn’t supposed to do that. I was just an emotional basket case and couldn’t help myself. So, maybe I learned not to do it again, but I already knew that."

love this lede from my old boss @yardeni: “Before the Age of AI, economists were taught that there are only three factors of production, namely, Land, Labor, & Capital. The job of economists is to optimize the allocation of these scarce resources to maximize output (ie, real GDP). Now, economists should recognize that there is a fourth factor of production: Data. This resource is unlimited.” one of my favorite charts to boot

The most successful European startup journey: 1. Have an idea 2. Get six co-founders, ideally in their 50s 3. Spend four months to set up a legal entity 4. Apply to Y Combinator, get rejected 5. Write angry LinkedIn post about tech bro culture in the US 6. Raise €50k for 75% equity from top European VCs 8. Do external GDPR audit before users sign up 9. Co-founder leaves to do a second PhD 10. Apply for an EU grant 11. Move headquarters to Estonia for e-residency 12. Launch product, get four users 13. Pivot to sustainability consulting 14. Become the AI innovation advisor to EU Parliament Silicon Valley simply cannot comprehend what we are building here