Robotic phone farm with an automated rig auto tapping and swiping for nonstop short video viewing

IBM CEO Arvind Krishna think we're entering an AI bubble. Here's how he gets there: Over 100 gigawatts of AI data center capacity has been committed globally, at roughly $60 to $80 billion in semiconductor spend per gigawatt. That points to a $6 to $8 trillion buildout. For that to make economic sense with a 5 to 7 year payback at 20 to 30% margins, you'd need $1 to $2 trillion in new annual AI revenue above what exists today. He doesn't think that demand is coming on that timeline. The second problem he sees is model commoditization. The largest AI models will end up as commodities with low switching costs between them. His conclusion: the market is pricing for 6 to 12 large model companies surviving but the economics probably only support 2 or 3. Where the opportunity still exists: On the consumer side, the companies with existing distribution win. "Some will disappoint, many will thrive but not all will thrive."

17 July 2025: GENIUS Act. 4 July 2026: CLARITY Act? The White House is aiming to pass the CLARITY Act by July 4, accelerating the push for a clear U.S. regulatory framework for digital assets. 🇺🇸 youtu.be/e33UP-pSdzA?si=ot2B…

BREAKING: The UK is drafting a law to scan every photo, video and message on every phone in the country. Tech CEOs who refuse to implement this could face up to 5 years in prison. The proposal would force companies to build device level scanners that inspect content before encryption. That means: • Every image scanned • Every message inspected • Every video analyzed All directly on your phone. Governments and companies pushing these safety” systems already have a terrible track record protecting user data. Last month, Europe’s new age verification app, promoted as a way to "keep children safe," was hacked in under 2 minutes. In another case, over 70,000 IDs and selfies linked to online verification systems were exposed in a major breach. Now the UK wants even deeper access directly inside your device. Once governments force surveillance tools into every phone, they can expand what gets monitored at any time.

Asia's worst-case energy crisis is no longer a risk — it's reality. Rising energy costs, shipping rates, and input prices are hitting the Asia-Pacific region hardest, according to ADB's Masato Kanda. Economic pressure is spreading across supply chains and industries. @FT

The United States of Israel: House passes Sec. 224 to integrate U.S. and Israeli militaries

"Religions are true for ordinary people, false for intellectuals, and useful for those in power." — Seneca

🔥 PETER SCHIFF: "THE GAIN IN THE STOCK MARKET IS INFLATION, NOT REAL VALUE." The market keeps making new highs. Your dollars keep buying less. Same chart. Two different stories. When liquidity floods the system, everything looks like it's going up. Stocks. Homes. Groceries. Your account balance. But priced in gold? The "gains" vanish. This is the great illusion of a debasing currency. You feel richer. You're actually being robbed in slow motion. 99% never see it because they measure their wealth in the very thing losing value. 🎯 x.com/Vivek4real_/status/206…

45% of all dollars ever printed in 250 years of history of United States were printed after Covid to save the world from depression. 100 trillion and still growing as more governments and central banks create currency out of thin air to monetize gvmnt bonds & juice asset prices

MUST WATCH: ROBERT BREEDLOVE EXPLAINS HOW $6 TRILLION OF NEW MONEY CREATED IN 2020 EQUALS 100 MILLION YEARS OF STOLEN LABOR — OR 2 MILLION HUMAN LIFETIMES. ONE OF THE CLEAREST EXPLANATIONS OF INFLATION YOU’LL EVER HEAR.

In this short clip, I explain why I believe full reserve banking challenges the traditional financial system. Watch full interview here youtube.com/watch?v=OnFz3ZCE…

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE And your retirement account is secretly holding the bag. This scheme is literally straight out of the Enron playbook... In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose: Buy Nvidia's chips so Nvidia could book the sale as revenue. Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs. But $1.9 billion of that money came FROM Nvidia itself. Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue. It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion. But it gets MUCH worse: The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene. And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products. Follow the chain: Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe. The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years. Now look at what's happening inside Athene: $74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight. $103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price. These assets are valued by internal models, not by actual markets. And sitting on top of all those unpriced assets? 16.6x leverage. If you're getting flashbacks to 2008, you should be. Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood. Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product. The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels. And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America. Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal. But legality and legitimacy are not the same thing. I've seen every trick Wall Street has ever pulled in my 45 years of doing this. And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers. In 2008 it was mortgage-backed securities. In 2026 it's GPU-backed securities. Different asset. Same greed. With the same ending.

AI valuation is bubble but the future is AI -- New Industrial revolution

🚨 BOMBSHELL! Senator Bernie Sanders exposes the massive AI scam. He confirms big tech oligarchs literally stole humanity's collective knowledge, art, and research to build models without permission. The elite class is executing the greatest wealth theft in human history!

Marco Rubio warns Americans to prepare now for a future where artificial intelligence rapidly replaces millions of jobs, forcing workers to learn new skills or risk being left behind. Rubio says the AI revolution won't just threaten blue-collar work, warning that millions of white-collar professionals could soon find themselves replaced by machines. "There will be white-collar jobs that will be impacted." "That over time could destabilize societies all over the world."

MOST PEOPLE WHO STILL THINK AI IS JUST HYPE HAVEN’T REALIZED WHAT’S COMING. LISTEN TO ERIC SCHMIDT’S EXAMPLES TO UNDERSTAND HOW POWERFUL THIS TECHNOLOGY REALLY IS. WHEN ELON, MARK, JENSEN, ERIC SCHMIDT, AND OTHERS ARE ALL SAYING THE SAME THING, IT’S WORTH PAYING ATTENTION.