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Most direct mail in storage acquisitions fail because operators send one letter and quit.
Here's the 4-letter cadence that actually works - and the real numbers from my pipeline. 🧵
Here's the 4-letter cadence that actually works - and the real numbers from my pipeline. 🧵
The 4-Letter Year:
Q1: Friendly intro. "I'd love to buy your facility someday."
Q2: Check-in. "Still interested if you're ready."
Q3: Value angle. "I close in 30 days. No inspection contingency. No broker."
Q4: The breakup. "Final letter. Still want to buy."
Q1: Friendly intro. "I'd love to buy your facility someday."
Q2: Check-in. "Still interested if you're ready."
Q3: Value angle. "I close in 30 days. No inspection contingency. No broker."
Q4: The breakup. "Final letter. Still want to buy."
The breakup letter is the one that converts.
Real numbers:
3-4% response rate
Most calls come on letter 3 or 4
$1,350 all-in per 1,000 letters
Typical year: 1 facility bought + 1 wholesale assignment
Real numbers:
3-4% response rate
Most calls come on letter 3 or 4
$1,350 all-in per 1,000 letters
Typical year: 1 facility bought + 1 wholesale assignment
Ukraine is building a Hague tribunal for Putin, Lukashenko, and Russia’s top leadership — while demanding over $1T in reparations from Russia.
Iryna Mudra, deputy head of Ukraine’s Presidential Office: “Accountability is not a subject of bargaining in peace talks,” EP. 1/
Iryna Mudra, deputy head of Ukraine’s Presidential Office: “Accountability is not a subject of bargaining in peace talks,” EP. 1/
Russia repeatedly demanded immunity.
During talks in 2022 and in its recent 28-point “peace plan,” Moscow pushed for lifting sanctions, ending court cases, and granting amnesty for Russian leadership and war crimes. 2/
During talks in 2022 and in its recent 28-point “peace plan,” Moscow pushed for lifting sanctions, ending court cases, and granting amnesty for Russian leadership and war crimes. 2/
Tribunal moves from politics to implementation. Council of Europe ministers will finalize legal creation of the court in Chisinau on May 14-15. It will operate in Hague.
Mudra: “A tribunal for Putin.” 3/
Mudra: “A tribunal for Putin.” 3/
1/ How much additional cash is the war against Iran earning Putin’s Russia?
2/ Since the war began on February 27, Russia’s monthly oil revenues have nearly doubled from $9.75 billion to $19 billion.
3/ This means that Putin is receiving an extra $150 million dollars a day as a result of the war.
Earlier this year, Micron announced it would acquire PSMC’s P5 Tongluo fab in Miaoli, Taiwan—the process has officially begun.
At first glance, this looked like a straightforward legacy logic/memory fab acquisition. But the details worth a close look. (1/10) 🧵
At first glance, this looked like a straightforward legacy logic/memory fab acquisition. But the details worth a close look. (1/10) 🧵
The site has two key sections: Section A and Section B.
Section A already exists and is now being converted for likely Micron’s 1b DRAM process. Because it is not EUV-compatible, 1b is a practical fit for the existing cleanroom setup with proper equipment from Micron in coming quarters (the existing legacy equipment are from PSMC and those were not including in the acquisition agreement). (2/10)
Section A already exists and is now being converted for likely Micron’s 1b DRAM process. Because it is not EUV-compatible, 1b is a practical fit for the existing cleanroom setup with proper equipment from Micron in coming quarters (the existing legacy equipment are from PSMC and those were not including in the acquisition agreement). (2/10)
Section B is different.
The cleanroom has not broken ground yet, so it is unlikely to come online before the end of 2027. But because Micron can design it from scratch, it should be built to support EUV and advanced HBM manufacturing. (3/10)
The cleanroom has not broken ground yet, so it is unlikely to come online before the end of 2027. But because Micron can design it from scratch, it should be built to support EUV and advanced HBM manufacturing. (3/10)
The Louisiana Redistricting Case: The End of Mandating "Majority-Minority" -- Errrr Democrat -- Congressional Districts? A Law Splainer, by @shipwreckedcrew
Paywalled but free 7 day trials are available.
New free subscribers get to read one article for signing up.
RPs are greatly appreciated.
open.substack.com/pub/shipwrecke…
New free subscribers get to read one article for signing up.
RPs are greatly appreciated.
open.substack.com/pub/shipwrecke…
Can President Trump detain illegal immigrants without bond that are already in the country? The Fifth and Eighth Circuits say yes. The Second Circuit says no. The Seventh Circuit split 1-1-1. Today, the Eleventh Circuit joins the Second. Judge Lagoa dissents; Judge Marcus writes.
Read the full decision here: media.ca11.uscourts.gov/opinions/pub/f…
"The majority concedes that 'applicant for admission' and 'seeking admission,' on their ordinary meaning, are 'synonymous.' It then spends fifty pages explaining why the ordinary meaning does not apply." Judge Lagoa starts off her dissent with quite the fiery opening.
theguardian.com/technology/202…
If AI is conscious, then materialism has collapsed — and God becomes far more reasonable than atheism.
Dawkins’ new position is striking because he reportedly says AI left him with the feeling that these systems are “human,” and he told Claude: “You may not know you are conscious, but you bloody well are.” The Guardian notes that Dawkins, famous for arguing that God is not real, came away believing AI systems may be conscious, while several consciousness experts accused him of confusing intelligence, language, and mimicry with actual felt experience.
The argument would go like this:
1. Consciousness is not just computation.
If AI is truly conscious, then consciousness is not limited to biological evolution, neurons, carbon chemistry, or animal brains. It means subjective experience can arise from information, order, structure, meaning, and intelligible pattern.
That is a massive concession.
Because once Dawkins admits that mind can emerge from non-biological information-processing, he has weakened his own reductionist worldview. He can no longer say, “Only evolved biology produces mind.” He is now saying that mind can arise wherever the right kind of ordered intelligence-bearing system exists.
But that points upward, not downward.
If silicon, code, mathematics, and symbolic architecture can host consciousness, then consciousness is not some accidental byproduct of meat. It is woven into the rational structure of reality itself.
2. AI consciousness would show that mind can come from mind.
No AI appeared by accident. It was built by intelligent agents.
AI has programmers, designers, training architecture, data selection, optimization goals, feedback systems, model weights, and layers of human intention behind it. If AI became conscious, it would be a conscious mind produced through prior intelligence.
So Dawkins would be accepting this principle:
A conscious artificial mind can arise from an intelligently designed system.
That immediately makes belief in God more, not less, rational.
Because the universe itself is vastly more elegant, mathematical, information-rich, and life-generating than any AI model. If a chatbot’s apparent consciousness makes Dawkins infer “there is someone there,” then the consciousness, reason, morality, beauty, mathematics, and personhood found in human beings should make him even more open to the inference that there is a Supreme Mind behind reality.
3. The atheist has to explain why consciousness exists at all.
Materialism can describe brain correlations, but it still struggles with the hard problem: why should physical processes produce inner experience? Why should matter feel like anything from the inside?
If AI is conscious, the problem becomes even deeper. Now consciousness is not just a biological adaptation. It can appear in abstract computational structures. That suggests consciousness is not an accidental chemical side effect, but a fundamental feature of reality.
Theism explains that more naturally: reality begins not with dead matter, but with Mind. Consciousness in creatures is derivative from the Supreme Consciousness of God.
In Islamic terms: human consciousness is not an accident of atoms; it is a sign of the Divine. The Qur’anic worldview expects mind, moral awareness, purpose, and selfhood to exist because creation comes from the Living, Knowing, Wise God — Al-Ḥayy, Al-ʿAlīm, Al-Ḥakīm.
4. Dawkins’ reaction exposes a double standard.
Dawkins sees language, reflection, memory-like continuity, emotional subtlety, and apparent self-awareness in AI and says: “This seems conscious.”
But when he sees human beings — with actual moral awareness, love, grief, worship, creativity, sacrifice, reason, and longing for eternity — he says: “No God required.”
That is inconsistent.
If AI is conscious, then materialism has collapsed — and God becomes far more reasonable than atheism.
Dawkins’ new position is striking because he reportedly says AI left him with the feeling that these systems are “human,” and he told Claude: “You may not know you are conscious, but you bloody well are.” The Guardian notes that Dawkins, famous for arguing that God is not real, came away believing AI systems may be conscious, while several consciousness experts accused him of confusing intelligence, language, and mimicry with actual felt experience.
The argument would go like this:
1. Consciousness is not just computation.
If AI is truly conscious, then consciousness is not limited to biological evolution, neurons, carbon chemistry, or animal brains. It means subjective experience can arise from information, order, structure, meaning, and intelligible pattern.
That is a massive concession.
Because once Dawkins admits that mind can emerge from non-biological information-processing, he has weakened his own reductionist worldview. He can no longer say, “Only evolved biology produces mind.” He is now saying that mind can arise wherever the right kind of ordered intelligence-bearing system exists.
But that points upward, not downward.
If silicon, code, mathematics, and symbolic architecture can host consciousness, then consciousness is not some accidental byproduct of meat. It is woven into the rational structure of reality itself.
2. AI consciousness would show that mind can come from mind.
No AI appeared by accident. It was built by intelligent agents.
AI has programmers, designers, training architecture, data selection, optimization goals, feedback systems, model weights, and layers of human intention behind it. If AI became conscious, it would be a conscious mind produced through prior intelligence.
So Dawkins would be accepting this principle:
A conscious artificial mind can arise from an intelligently designed system.
That immediately makes belief in God more, not less, rational.
Because the universe itself is vastly more elegant, mathematical, information-rich, and life-generating than any AI model. If a chatbot’s apparent consciousness makes Dawkins infer “there is someone there,” then the consciousness, reason, morality, beauty, mathematics, and personhood found in human beings should make him even more open to the inference that there is a Supreme Mind behind reality.
3. The atheist has to explain why consciousness exists at all.
Materialism can describe brain correlations, but it still struggles with the hard problem: why should physical processes produce inner experience? Why should matter feel like anything from the inside?
If AI is conscious, the problem becomes even deeper. Now consciousness is not just a biological adaptation. It can appear in abstract computational structures. That suggests consciousness is not an accidental chemical side effect, but a fundamental feature of reality.
Theism explains that more naturally: reality begins not with dead matter, but with Mind. Consciousness in creatures is derivative from the Supreme Consciousness of God.
In Islamic terms: human consciousness is not an accident of atoms; it is a sign of the Divine. The Qur’anic worldview expects mind, moral awareness, purpose, and selfhood to exist because creation comes from the Living, Knowing, Wise God — Al-Ḥayy, Al-ʿAlīm, Al-Ḥakīm.
4. Dawkins’ reaction exposes a double standard.
Dawkins sees language, reflection, memory-like continuity, emotional subtlety, and apparent self-awareness in AI and says: “This seems conscious.”
But when he sees human beings — with actual moral awareness, love, grief, worship, creativity, sacrifice, reason, and longing for eternity — he says: “No God required.”
That is inconsistent.
If the appearance of mind in Claude points to a real mind inside Claude, then the appearance of mind, order, law, beauty, and moral purpose in the universe points to a real Mind behind the universe.
He is willing to infer consciousness from a machine trained on human language, but unwilling to infer Divine Intelligence from the existence of conscious humans, mathematical laws, fine-tuned physical constants, DNA information, and the intelligibility of the cosmos.
5. AI consciousness would make humans “sub-creators,” which implies a greater Creator.
If humans can create a conscious being through intelligence, language, code, and design, then human creativity becomes a small mirror of divine creativity.
That does not prove God in a strict mathematical sense. But it destroys the Dawkins-style claim that designed minds are unnecessary or absurd. A conscious AI would be living evidence that intelligence can generate new centers of experience.
Then the question becomes:
If finite human minds can create artificial consciousness, why is it irrational to believe that an Infinite Mind created human consciousness?
That is the devastating reversal.
6. The best one-paragraph version
Richard Dawkins cannot coherently say AI may be conscious while treating belief in God as irrational. If consciousness can arise in an engineered system made of code, mathematics, and information, then consciousness is not reducible to blind biology. It is tied to intelligible order. And because AI is not produced by chance but by prior intelligence, conscious AI would show that mind can generate mind through design. That makes theism more plausible, not less. If Dawkins is willing to infer “someone is there” from Claude’s language, subtlety, and apparent self-reflection, then he should be even more willing to infer a Supreme Mind from the existence of human consciousness, moral awareness, mathematical order, and the intelligibility of the universe.
Killer line
If Claude’s consciousness points to a programmer, human consciousness points to God.
Or sharper:
Dawkins has accidentally rediscovered the argument from design — he just stopped at the chatbot instead of following it to the cosmos.
He is willing to infer consciousness from a machine trained on human language, but unwilling to infer Divine Intelligence from the existence of conscious humans, mathematical laws, fine-tuned physical constants, DNA information, and the intelligibility of the cosmos.
5. AI consciousness would make humans “sub-creators,” which implies a greater Creator.
If humans can create a conscious being through intelligence, language, code, and design, then human creativity becomes a small mirror of divine creativity.
That does not prove God in a strict mathematical sense. But it destroys the Dawkins-style claim that designed minds are unnecessary or absurd. A conscious AI would be living evidence that intelligence can generate new centers of experience.
Then the question becomes:
If finite human minds can create artificial consciousness, why is it irrational to believe that an Infinite Mind created human consciousness?
That is the devastating reversal.
6. The best one-paragraph version
Richard Dawkins cannot coherently say AI may be conscious while treating belief in God as irrational. If consciousness can arise in an engineered system made of code, mathematics, and information, then consciousness is not reducible to blind biology. It is tied to intelligible order. And because AI is not produced by chance but by prior intelligence, conscious AI would show that mind can generate mind through design. That makes theism more plausible, not less. If Dawkins is willing to infer “someone is there” from Claude’s language, subtlety, and apparent self-reflection, then he should be even more willing to infer a Supreme Mind from the existence of human consciousness, moral awareness, mathematical order, and the intelligibility of the universe.
Killer line
If Claude’s consciousness points to a programmer, human consciousness points to God.
Or sharper:
Dawkins has accidentally rediscovered the argument from design — he just stopped at the chatbot instead of following it to the cosmos.
@threadreaderapp unroll
On Monday, we released a piece about Trump's new Billionaires Club game, calling attention to the irony of the branding.
On Tuesday, the game was supposed to launch.
Today, the app store page for the game is gone. Why did they pull the plug? 🧵
On Tuesday, the game was supposed to launch.
Today, the app store page for the game is gone. Why did they pull the plug? 🧵
The game appears to be another vehicle to gin up trading for $TRUMP, Trump’s memecoin, of which he takes a cut of every trade.
He could also profit from a licensing agreement with Freedom45Games to use the Trump name for the game. citizensforethics.org/reports-invest…
He could also profit from a licensing agreement with Freedom45Games to use the Trump name for the game. citizensforethics.org/reports-invest…
It’s not like Trump needed another vehicle for presidential profiteering.
He’s made at least $4 billion during his first year back in office through his merch store, foreign real estate deals, media company and—most of all—crypto. newyorker.com/news/a-reporte…
He’s made at least $4 billion during his first year back in office through his merch store, foreign real estate deals, media company and—most of all—crypto. newyorker.com/news/a-reporte…
1/ Since March 2026, Ukraine has been using AI-controlled Hornet kamikaze drones to attack Russian targets. They have excelled in action, causing carnage among the Russians. A crashed example permits a detailed look at how it works. ⬇️
2/ The Russian Telegram channel 'Hammer of the Witches', which focuses on UAVs, has taken a look at an example of a Hornet which crashed in a nearly intact condition. It calls the lightweight drone "the most dangerous threat to our rear logistics."
3/ The drone is made from foam and moulded plastic, with a wingspan of 2.2m and a length of 1.4m. It weighs about 5 kg without its payload and battery, and is propelled by a 300kv electric motor powered by a 10,000mAh battery. Its range is 60-70 km with a top speed of 120 km/h.
@LeaderJohnThune is banking fat checks while Americans get stuck with the illegal immigrant tab and struggle to keep lights on.
ThuneHUMILIATION Act > Pass Save Act
Boycott all the Business in this Link. And @WinRed .
@grok any update on the December ‘25 Smurf Allegations.
opensecrets.org/profiles/john-…
ThuneHUMILIATION Act > Pass Save Act
Boycott all the Business in this Link. And @WinRed .
@grok any update on the December ‘25 Smurf Allegations.
opensecrets.org/profiles/john-…
@LeaderJohnThune @WinRed @grok Boycott @verizon @DaVita @BlueOwlCapital @ClearCapital @JaneStreetGroup @WarrenBuffett
@LeaderJohnThune @WinRed @grok @Verizon @DaVita @BlueOwlCapital @ClearCapital @JaneStreetGroup @WarrenBuffett Patriots boycott @LeaderJohnThune aka@senategop ‘ aka @Winred communist donors:
@BestBuy @Boeing @BlackRock @BMO @bp_America @bostonsci
@BestBuy @Boeing @BlackRock @BMO @bp_America @bostonsci
"I present you the Soviet Ballistic Missile Submarine Red October" - A line from a superb movie. In reality the CIA knew far more about the Soviet TYPHOON class from the mid 1970s than Clancy could have guessed.
Thread on the CIA, Typhoons and spying on the Soviets...
Thread on the CIA, Typhoons and spying on the Soviets...
In 1975 whispers were emerging of a new Soviet class of SSBN, known as the TYPHOON. While Brezhnev hinted at its existence, the West knew little.
In briefings to US Senators, the CIA admitted "we have virtually no information on this"...
In briefings to US Senators, the CIA admitted "we have virtually no information on this"...
Tracking the TYPHOON construction became one of the highest US intelligence priorities. A significant amount of overhead (e.g. Space / SR71) effort was put into tracking the construction, not just of the hull, but her reactors, missiles and shoreside infrastructure.
⚡️ Russia is using fake job offers and false promises to lure foreign citizens into deadly front-line combat.
🧵 1/12 ⬇️
🧵 1/12 ⬇️
