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During China’s reform era, I almost became an astronomer.
But the real turning point of my life is hidden in this faded black-and-white photo from the 1950s 👇
But the real turning point of my life is hidden in this faded black-and-white photo from the 1950s 👇
Mid-to-late 1950s.
Purple Mountain Observatory, Nanjing.
At the center: an ancient Chinese equatorial armillary sphere, bronze rings wrapped in dragon motifs—
a Ming-Qing relic standing inside modern science.
This is an opening scene of modern Chinese astronomy.
Purple Mountain Observatory, Nanjing.
At the center: an ancient Chinese equatorial armillary sphere, bronze rings wrapped in dragon motifs—
a Ming-Qing relic standing inside modern science.
This is an opening scene of modern Chinese astronomy.
In the photo:
Third from left, my father, Sun Keding, deputy director of the observatory.
Sixth from left, Prof. Dai Wensai, a founding figure of Chinese astronomy.
Fifth from left, a Soviet visitor later identified as Prof. G. F. Sitnik.
Third from left, my father, Sun Keding, deputy director of the observatory.
Sixth from left, Prof. Dai Wensai, a founding figure of Chinese astronomy.
Fifth from left, a Soviet visitor later identified as Prof. G. F. Sitnik.
@RICHEY099 Leftism has always been about hating white people and fetishizing the dregs of humanity. That's why you see yourselves as pursed-lip cherubs against living monsters.
@RICHEY099 There's no shortage of examples of your fetishized victim groups being able to get away with the most horrific things imaginable because of the primacy you hold for white racism. I hope it's you someday.
@RICHEY099 @threadreaderapp unroll
The term "pogrom" from a Historian of the Holocaust should normally be a wake-up call.
When Trump’s version of RSF turns up at Springfield, it will be because the place has shown that immigration works.
It will not be limited to Haitians, who are already leaving.
When Trump’s version of RSF turns up at Springfield, it will be because the place has shown that immigration works.
It will not be limited to Haitians, who are already leaving.
Un pogrom contre les Haïtiens de Springfield s'inscrirait également dans une longue histoire de suprématisme blanc qui ne peut oublier ni admettre que les esclaves se sont libérés et ont par là même instauré l'universalité des Droits de l'homme, contrairement aux États-Unis.
@DawitSeyoum14 @ArinzeIfeakandu @MukomaWaNgugi I don't have to quote here the disgusting takes by tech bros and their fellow IQ fetishists on "Haitians' low IQ" and "dirt cakes", ridiculous to anyone who's heard of Haiti. Suffice it to say they're close to the center of Dark Enlightenment dipshits' phantasies.
@spartyflyboy .
@spartyflyboy .
Red-Washing: How the Media Sanitizes Radical Leftists as Sympathetic Figures
1)
1)
In early 2025, 22-year-old Jessica Plichta, who proudly identified herself as a “cadre member of the Freedom Road Socialist Organization (FRSO),” was arrested during a pro-Maduro protest in Grand Rapids, Michigan.
2)
2)
Despite her open declaration of revolutionary loyalty, most media outlets portrayed her as a “preschool teacher” and “anti-war activist,” omitting her connection to a Marxist-Leninist group currently under congressional scrutiny.
3)
3)
Ever wonder how an Nvidia GB200 NVL72 gets from the factory to the data center? You can’t just throw a state-of-the-art 3,000 lb rack (compared to ~500 lb for CPU-based server) on a standard FedEx truck. Moving AI infrastructure is more like transporting a heart for transplant than shipping electronics. (1/9) 🧵
A fully loaded AI rack can weigh up to 3,700 lbs. That’s the weight of a Ford Explorer concentrated into a 2x4 foot footprint. Standard pallets would crush instantly. These AI racks require custom-engineered reinforced bases with shock-absorbent foam just to keep them from tearing through the floor. (2/9)
Unlike Ford Explorers that are made for ruggedness and the great outdoors - AI servers are packed with thousands of costly and sensitive components (think accelerator, HBM stacks, liquid cooling loops etc.) that are hyper-sensitive to any sudden movement. A single hard "thud" can dislodge a single component, rendering the rack inoperable and making maintenance necessary.
To protect delicate components from damage during transit, these racks sit on integrated heavy-duty shock absorbers and specialized shock-mount bases designed to neutralize impact. This setup is paired with custom foam layers for advanced vibration dampening, which effectively mitigates vertical G-forces. By allowing the pallet to "bounce" and absorb the energy from road hazards like potholes, the packaging ensures the high-value silicon and interconnects remain perfectly stationary and secure. (3/9)
To protect delicate components from damage during transit, these racks sit on integrated heavy-duty shock absorbers and specialized shock-mount bases designed to neutralize impact. This setup is paired with custom foam layers for advanced vibration dampening, which effectively mitigates vertical G-forces. By allowing the pallet to "bounce" and absorb the energy from road hazards like potholes, the packaging ensures the high-value silicon and interconnects remain perfectly stationary and secure. (3/9)
🚨🚨 MAJOR BREAKING : The largest ICE license plate tracker, StopICE, has been compromised 🚨🚨
First, follow @astrarce and @bitchuneedsoap .
If you visit the StopICE license plate tracker, you will note all their plates have been overwritten with the following image:
First, follow @astrarce and @bitchuneedsoap .
If you visit the StopICE license plate tracker, you will note all their plates have been overwritten with the following image:
This is in plain sight: stopice.net/login/data/tem…
The owner of the site is Sherman Austin of Long Beach, California.
@nicksortor #1A protects everyone.
Seriously, may I respectfully suggest that you refrain from commenting on anyone’s religious beliefs or practices.
Seriously, may I respectfully suggest that you refrain from commenting on anyone’s religious beliefs or practices.
@nicksortor x.com/dolesbianstip/… x.com/dolesbianstip/…
@nicksortor @threadreaderapp please unroll
⚡ THE FUTURE IS NOW
"Every single pixel will be generated not rendered"
Google DeepMind just launched Genie 3, the first version of Genie that's finally open for users to try.
Check out the absolutely insane stuff people are making 🧵
"Every single pixel will be generated not rendered"
Google DeepMind just launched Genie 3, the first version of Genie that's finally open for users to try.
Check out the absolutely insane stuff people are making 🧵
From image to real time playable world 🤯
Run bear, run! by @AgilePeter
BREAKING: An independent journalist just caught an Associate Dean and Professor at @ASU admitting they still push DEI.
She says "it's kind of embedded.. this is just who we are."
"We started changing language, but we're still doing the same thing."
"It's all still happening."
She says "it's kind of embedded.. this is just who we are."
"We started changing language, but we're still doing the same thing."
"It's all still happening."
The Associate Dean says "we started changing language but we're doing the same thing."
"We support all things Inclusion."
"We have defined inclusive practices to make sure that everybody's included while still supporting individuals and groups that are disadvantaged."
"We support all things Inclusion."
"We have defined inclusive practices to make sure that everybody's included while still supporting individuals and groups that are disadvantaged."
The undercover journalist asks the Associate Dean if there's a DEI ban.
She says "No, but to get ahead of it – and to not become a target – we've shifted some of our language. Does that make sense?"
She says "No, but to get ahead of it – and to not become a target – we've shifted some of our language. Does that make sense?"
From 2009-2021, private equity operated in a fantasy land:
Borrow at 3% → Buy at 12x EBITDA → Do nothing → Sell at 16x EBITDA
The IRRs looked incredible.
It wasn't genius. It was interest rates falling.
And that party is OVER 🧵
Borrow at 3% → Buy at 12x EBITDA → Do nothing → Sell at 16x EBITDA
The IRRs looked incredible.
It wasn't genius. It was interest rates falling.
And that party is OVER 🧵
Multiple expansion was just falling interest rates in disguise.
When discount rates drop, asset values rise automatically.
PE firms were like homeowners in 2005 thinking they were investment geniuses because their house doubled in value.
When discount rates drop, asset values rise automatically.
PE firms were like homeowners in 2005 thinking they were investment geniuses because their house doubled in value.
The zero-rate playbook was simple:
Cheap leverage + multiple expansion = automatic 15%+ IRRs
Didn't matter if you improved operations.
Didn't matter if revenue grew.
Just hold for 3-5 years and watch multiples rise.
Cheap leverage + multiple expansion = automatic 15%+ IRRs
Didn't matter if you improved operations.
Didn't matter if revenue grew.
Just hold for 3-5 years and watch multiples rise.
The federal government is on track to shut down at the end of Friday, as congressional Democrats push for changes to ICE policies as part of a sweeping funding package.
wapo.st/4rlfPS0
wapo.st/4rlfPS0
After a series of shootings by federal agents, Democrats say they will not vote to fund DHS without new accountability measures.
But the funding is lumped into one piece of legislation with money for several other departments. wapo.st/4q6slnl
But the funding is lumped into one piece of legislation with money for several other departments. wapo.st/4q6slnl
Minority Leader Chuck Schumer said the party agreed on three main goals:
° Require warrants in some cases and ICE coordination with state and local law enforcement
° Create a code of conduct and enforce it
° Require agents to wear body cams and not masks
° Require warrants in some cases and ICE coordination with state and local law enforcement
° Create a code of conduct and enforce it
° Require agents to wear body cams and not masks
$IonQ 📊 VALUATION ANALYSIS: IonQ’s $16.7B market cap may significantly undervalue its strategic asset base
An institutional-grade analysis reveals intellectual property, government contracts, and vertical integration creating assets potentially worth multiples of current valuation.
Key metrics examined:
• 900+ patent portfolio across quantum stack
• $300M+ government contracts pipeline
• $3.95B acquisition spend building unique platform
• 62% institutional ownership with recent accumulation
• DMEA Category 1A trusted foundry access (only quantum company)
This thread breaks down each asset class with comparable valuations and explains why IonQ’s strategic positioning creates defensible competitive moats that may not be fully reflected in current price.
🧵👇
#IonQ #ValuationAnalysis #QuantumComputing
An institutional-grade analysis reveals intellectual property, government contracts, and vertical integration creating assets potentially worth multiples of current valuation.
Key metrics examined:
• 900+ patent portfolio across quantum stack
• $300M+ government contracts pipeline
• $3.95B acquisition spend building unique platform
• 62% institutional ownership with recent accumulation
• DMEA Category 1A trusted foundry access (only quantum company)
This thread breaks down each asset class with comparable valuations and explains why IonQ’s strategic positioning creates defensible competitive moats that may not be fully reflected in current price.
🧵👇
#IonQ #ValuationAnalysis #QuantumComputing
STRATEGIC ACQUISITION TIMELINE: $3.95B Investment Building Vertical Integration
Eight acquisitions in 12 months (January 2025 - January 2026) constructed the only fully integrated quantum platform globally:
Disclosed Transactions ($2.15B):
• Qubitekk (Jan 2025): $22M - Quantum networking infrastructure, 118 patents
• ID Quantique (May 2025): ~$250M - Post-quantum cryptography leader, 300 patents, established European customer base
• Lightsynq (June 2025): ~$493M - Photonic interconnects and quantum
memory, ex-AWS/Harvard team
• Capella Space (July 2025): ~$311M - SAR satellite constellation, space-based quantum infrastructure
• Oxford Ionics (Sept 2025): $1.075B - Ion-trap-on-chip technology, world-record 99.99% gate fidelity
Pending/Undisclosed (~$1.8B):
• Vector Atomic (Oct 2025): Quantum sensing, $200M+ DoD contracts, atomic clocks deployed on X-37B
• Skyloom (Jan 2026): Free-space optical communications for satellite quantum networking
• SkyWater Technology (In Progress): $1.8B - Three U.S. foundries, DMEA Category 1A trusted semiconductor manufacturing
Total Investment:
$3.95B creating capabilities spanning computing, networking, sensing, space infrastructure, and domestic chip fabrication.
No competitor has assembled this full-stack integration.
#MergersAndAcquisitions #VerticalIntegration
Eight acquisitions in 12 months (January 2025 - January 2026) constructed the only fully integrated quantum platform globally:
Disclosed Transactions ($2.15B):
• Qubitekk (Jan 2025): $22M - Quantum networking infrastructure, 118 patents
• ID Quantique (May 2025): ~$250M - Post-quantum cryptography leader, 300 patents, established European customer base
• Lightsynq (June 2025): ~$493M - Photonic interconnects and quantum
memory, ex-AWS/Harvard team
• Capella Space (July 2025): ~$311M - SAR satellite constellation, space-based quantum infrastructure
• Oxford Ionics (Sept 2025): $1.075B - Ion-trap-on-chip technology, world-record 99.99% gate fidelity
Pending/Undisclosed (~$1.8B):
• Vector Atomic (Oct 2025): Quantum sensing, $200M+ DoD contracts, atomic clocks deployed on X-37B
• Skyloom (Jan 2026): Free-space optical communications for satellite quantum networking
• SkyWater Technology (In Progress): $1.8B - Three U.S. foundries, DMEA Category 1A trusted semiconductor manufacturing
Total Investment:
$3.95B creating capabilities spanning computing, networking, sensing, space infrastructure, and domestic chip fabrication.
No competitor has assembled this full-stack integration.
#MergersAndAcquisitions #VerticalIntegration
INTELLECTUAL PROPERTY PORTFOLIO:
900+ Patents = $3-5B Implied Value
IonQ’s patent portfolio now spans the entire quantum technology stack with defensible positions in four distinct verticals:
Patent Breakdown by Technology Domain:
• Quantum Computing: Core ion trap architecture, gate operations, error correction (IonQ + Oxford Ionics proprietary technology)
• Quantum Networking: 118 patents from Qubitekk covering quantum key distribution (QKD) and entanglement distribution protocols
• Post-Quantum Cryptography: ~300 patents from ID Quantique in quantum-safe encryption and secure communications
• Quantum Sensing: 29 patents from Vector Atomic covering atomic clocks, gyroscopes, and precision measurement
• Photonic Interconnects: 20+ patents from Lightsynq on quantum memory and photonic chip-to-chip connections
Comparable IP Valuations in Technology Sectors:
In 5G infrastructure, patent portfolios of 500-800 patents have commanded $2-4B valuations in acquisition contexts (Nortel patents to Rockstar Consortium for $4.5B).
In semiconductor IP, ARM’s architecture licensing (built on extensive patent portfolio) generated $2.7B annual revenue before NVIDIA’s attempted $40B acquisition.
IonQ’s 900+ patents cover fundamental technologies with 20-30 year protection horizons in a nascent industry where IP barriers create winner-take-most dynamics.
Conservative valuation: $3-5B, representing 20-30% of current market cap from IP assets alone.
This patent fortress makes organic competition extraordinarily difficult competitors would need 5-10 years and billions in R&D to develop equivalent technology positions, if technically achievable at all.
#IntellectualProperty #Patents #CompetitiveMoat
900+ Patents = $3-5B Implied Value
IonQ’s patent portfolio now spans the entire quantum technology stack with defensible positions in four distinct verticals:
Patent Breakdown by Technology Domain:
• Quantum Computing: Core ion trap architecture, gate operations, error correction (IonQ + Oxford Ionics proprietary technology)
• Quantum Networking: 118 patents from Qubitekk covering quantum key distribution (QKD) and entanglement distribution protocols
• Post-Quantum Cryptography: ~300 patents from ID Quantique in quantum-safe encryption and secure communications
• Quantum Sensing: 29 patents from Vector Atomic covering atomic clocks, gyroscopes, and precision measurement
• Photonic Interconnects: 20+ patents from Lightsynq on quantum memory and photonic chip-to-chip connections
Comparable IP Valuations in Technology Sectors:
In 5G infrastructure, patent portfolios of 500-800 patents have commanded $2-4B valuations in acquisition contexts (Nortel patents to Rockstar Consortium for $4.5B).
In semiconductor IP, ARM’s architecture licensing (built on extensive patent portfolio) generated $2.7B annual revenue before NVIDIA’s attempted $40B acquisition.
IonQ’s 900+ patents cover fundamental technologies with 20-30 year protection horizons in a nascent industry where IP barriers create winner-take-most dynamics.
Conservative valuation: $3-5B, representing 20-30% of current market cap from IP assets alone.
This patent fortress makes organic competition extraordinarily difficult competitors would need 5-10 years and billions in R&D to develop equivalent technology positions, if technically achievable at all.
#IntellectualProperty #Patents #CompetitiveMoat
