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Six years ago May 26, 2020 I was torn in half by a 38-ton excavator.
Workmen's Comp priced my right arm at $66,369.88. Here's how I crushed their denial for treatment on round one🧵
Workmen's Comp priced my right arm at $66,369.88. Here's how I crushed their denial for treatment on round one🧵
2/
Six years ago May 26, 2020.
Rice-Eccles Stadium. A 38-ton excavator tore me in half and threw me into its engine.
Right arm: 4th and 5th degree burns to muscle and bone. Amputated below the elbow. 14 fractures. Comminuted maxilla.
The kevlar/nomex gaiter from my wildland firefighting work saved my face.
Six years ago May 26, 2020.
Rice-Eccles Stadium. A 38-ton excavator tore me in half and threw me into its engine.
Right arm: 4th and 5th degree burns to muscle and bone. Amputated below the elbow. 14 fractures. Comminuted maxilla.
The kevlar/nomex gaiter from my wildland firefighting work saved my face.
3/
The Utah AMA Guide priced the arm + brachial plexus + facial disfigurement at 57% whole person impairment. $66,369.88. That is the cap.
Workmen's Comp is no-fault in all 50 states. You cannot sue your employer for damages.
May 14, 2024 at 4:50 PM: ESIS emailed me the denial. Take the payout. No more care. They were done.
The Utah AMA Guide priced the arm + brachial plexus + facial disfigurement at 57% whole person impairment. $66,369.88. That is the cap.
Workmen's Comp is no-fault in all 50 states. You cannot sue your employer for damages.
May 14, 2024 at 4:50 PM: ESIS emailed me the denial. Take the payout. No more care. They were done.
NSFW Filk English Lit Parody 🚨
Not Safe For The Easily Offended, 7S Purity Tribunals, or the Outrage Brigade
Smith College, Seven Sisters, Yankee Doodle edition
Full filth in comments 👇
Not Safe For The Easily Offended, 7S Purity Tribunals, or the Outrage Brigade
Smith College, Seven Sisters, Yankee Doodle edition
Full filth in comments 👇
Part 1
Yankee Doodle came to Smith
Looking for some action,
Crashed a fête at Wilson House,
‘Twas the start of an erection.
Then Yankee Doodle cruised the room
Hunting for a beauty
Found a crew in rugby shirts
Then picked the finest booty.
Yankee Doodle came to Smith
Looking for some action,
Crashed a fête at Wilson House,
‘Twas the start of an erection.
Then Yankee Doodle cruised the room
Hunting for a beauty
Found a crew in rugby shirts
Then picked the finest booty.
Part 2
Yankee Doodle tipped his hat,
With grand and courtly motion,
Like a peacock pranced and preened
Just too close for his chosen.
“My name is Yankee Doodle, love,
A straight man at your service;
It seems I’ve found a bonnie lass
Who looks the most delicious!”
Yankee Doodle tipped his hat,
With grand and courtly motion,
Like a peacock pranced and preened
Just too close for his chosen.
“My name is Yankee Doodle, love,
A straight man at your service;
It seems I’ve found a bonnie lass
Who looks the most delicious!”
$AVAV 🚨The Drone War Went Global, and AI/ Autonomy Is the Future of Modern Warfare. Wall Street Cut Its Best Stock in Half. Why AeroVironment Is a Screaming Buy🚨
A $75B drone budget. Golden Dome. Lasers, swarms, counter-drones, and the AI that runs them. The Trump admin in talks to fund the makers directly. Down 50% From Its High.
🔥A KEYNES RESEARCH MEGA Deep Dive on How AeroVironment Becomes a $500+ Stock🔥
Here is the trade: the biggest shift in how the world fights wars in forty years is happening right now, the United States is about to spend generationally to win it, and the single public company that builds the entire arsenal of that new kind of war is trading 50% below its high on a one-quarter stumble. This thread is the case for closing this disconnect and why this stock is headed much higher.
AeroVironment $AVAV makes the attack drones, the kamikaze loitering munitions, the jammers that knock enemy drones out of the sky, the lasers that burn them down for a few dollars a shot, the cheap interceptor missiles that kill what survives, and the battlefield AI that ties all of it together. Ukraine and Iran have proved this is exactly how modern war is now fought, with cheap autonomous systems by the thousand, and the old world of exquisite jets and carriers cannot answer it economically.
With China as the biggest geopolitical rival ratcheting up the same capabilities, the Pentagon's FY27 budget requests roughly $75 billion for drones and counter-drones, the largest such investment in history and triple the prior year. Golden Dome, the biggest homeland-defense program ever conceived, runs through AV's lane. Executive orders mandate American-made drones and hand the domestic market to US suppliers. The Trump administration is in talks to fund the makers directly, with AV named in the reporting. National security is calling, and it is calling AV's exact phone number.
$AVAV is a profitable, scaled, number-one-or-two player sitting at the front edge of five inflecting markets at once: drones, counter-drones, directed energy, space, and the highest-margin prize of all, military AI and autonomy. It is the only public, profitable way to own the full kill chain.
So why is it 50% off? Because one quarter slipped. A government shutdown pushed orders to the right, a shipping snag shoved high-margin revenue into the next quarter, and the company took a non-cash write-down on a single space contract. The market read a miss, a guide-down, and an accounting charge in one print and hit sell. Meanwhile the things that actually predict the future got stronger: funded backlog grew to $1.1 billion, year-to-date awards hit a record $4.6 billion, and management says it has 98% visibility to its guidance and a record fourth quarter coming. The demand underneath the stock accelerated.
That is the setup I have been waiting for on this name. Over the next sections I will run the geopolitics, break down the full weapons stack layer by layer, make the case that the AI and autonomy story is the most underrated part of the whole company, flush out the space business and Golden Dome, stack AV against above $500. The stock was already at $418 last October on a smaller base, so a recovery to those levels is a return to recent ground, and the path beyond is incredibly bullish.
Let's GO 🧵
A $75B drone budget. Golden Dome. Lasers, swarms, counter-drones, and the AI that runs them. The Trump admin in talks to fund the makers directly. Down 50% From Its High.
🔥A KEYNES RESEARCH MEGA Deep Dive on How AeroVironment Becomes a $500+ Stock🔥
Here is the trade: the biggest shift in how the world fights wars in forty years is happening right now, the United States is about to spend generationally to win it, and the single public company that builds the entire arsenal of that new kind of war is trading 50% below its high on a one-quarter stumble. This thread is the case for closing this disconnect and why this stock is headed much higher.
AeroVironment $AVAV makes the attack drones, the kamikaze loitering munitions, the jammers that knock enemy drones out of the sky, the lasers that burn them down for a few dollars a shot, the cheap interceptor missiles that kill what survives, and the battlefield AI that ties all of it together. Ukraine and Iran have proved this is exactly how modern war is now fought, with cheap autonomous systems by the thousand, and the old world of exquisite jets and carriers cannot answer it economically.
With China as the biggest geopolitical rival ratcheting up the same capabilities, the Pentagon's FY27 budget requests roughly $75 billion for drones and counter-drones, the largest such investment in history and triple the prior year. Golden Dome, the biggest homeland-defense program ever conceived, runs through AV's lane. Executive orders mandate American-made drones and hand the domestic market to US suppliers. The Trump administration is in talks to fund the makers directly, with AV named in the reporting. National security is calling, and it is calling AV's exact phone number.
$AVAV is a profitable, scaled, number-one-or-two player sitting at the front edge of five inflecting markets at once: drones, counter-drones, directed energy, space, and the highest-margin prize of all, military AI and autonomy. It is the only public, profitable way to own the full kill chain.
So why is it 50% off? Because one quarter slipped. A government shutdown pushed orders to the right, a shipping snag shoved high-margin revenue into the next quarter, and the company took a non-cash write-down on a single space contract. The market read a miss, a guide-down, and an accounting charge in one print and hit sell. Meanwhile the things that actually predict the future got stronger: funded backlog grew to $1.1 billion, year-to-date awards hit a record $4.6 billion, and management says it has 98% visibility to its guidance and a record fourth quarter coming. The demand underneath the stock accelerated.
That is the setup I have been waiting for on this name. Over the next sections I will run the geopolitics, break down the full weapons stack layer by layer, make the case that the AI and autonomy story is the most underrated part of the whole company, flush out the space business and Golden Dome, stack AV against above $500. The stock was already at $418 last October on a smaller base, so a recovery to those levels is a return to recent ground, and the path beyond is incredibly bullish.
Let's GO 🧵
$AVAV GLOSSARY
-Drone / UAS (Uncrewed Aircraft System): an aircraft with no pilot inside. UAS is just the military word for drone. The military sorts them by size into Groups 1 through 3 (small to medium). Group 1 is a tiny quadcopter you could hold. Group 3 is roughly the size of an Iranian Shahed attack drone.
-ISR (Intelligence, Surveillance, Reconnaissance): spy-and-scout work. A camera drone that flies over an area and sends back video is doing ISR.
-Loitering munition: a drone with a bomb built into it. It flies around (loiters) over a battlefield, finds a target, then dives into it and explodes. It is a flying weapon you can wait with. The Switchblade is the famous example. People also call these "kamikaze drones."
-One-way attack drone: same basic idea as a loitering munition, usually cheaper and longer-range. It flies to a target and does not come back. Red Dragon is AV's version.
-Counter-UAS / C-UAS / counter-drone: anything that detects and kills enemy drones. This is the defense side.
-RF (Radio Frequency) jamming: drones are usually flown by a radio link, the same way a remote-control car works. RF jamming blasts that radio link with noise so the drone loses contact with its operator and falls or flies off course. AV's Titan does this. The catch is that some drones (like Shaheds) fly a pre-programmed route and do not use a live radio link, so jamming does not stop them. That is why you need lasers and missiles too.
-Directed energy / DE / laser weapon / HEL (High Energy Laser): a weapon that burns the target with a focused beam of light instead of firing a physical projectile. Each shot costs a few dollars of electricity. AV's laser is called LOCUST. The limits: it needs a clear line of sight, and rain, fog, dust, and smoke weaken the beam.
-HPM (High Power Microwave): a cousin of the laser that fries a drone's electronics with a burst of microwave energy over a wider area. Good against swarms.
-Kinetic kill / kinetic interceptor: a physical projectile, usually a small missile, that hits and destroys the target. AV's is Freedom Eagle-1, also called FE-1, built to cost roughly $100,000 to $150,000 instead of the $2 million to $3 million the military pays today.
-Phased array: a flat antenna made of many small elements that can steer its beam electronically with no moving dish. Used for satellite communication and radar. AV's are called BADGER and WASP.
-GEO (Geosynchronous Earth Orbit): the high orbit, about 22,000 miles up, where a satellite stays parked over the same spot on Earth. LEO (Low Earth Orbit) is the close-in orbit, a few hundred miles up.
-Lasercomm (laser communications): sending data between satellites, or satellite-to-ground, using laser beams instead of radio. Much faster and harder to jam.
-C2 (Command and Control): the software and screens that let a commander see the battlefield and tell all the drones, sensors, and weapons what to do. AV's is AV_Halo.
-AI/ML (Artificial Intelligence / Machine Learning): software that learns to recognize and track targets on its own. ATR (Automatic Target Recognition) is the specific version that lets a drone identify what it is looking at without a human.
-Swarm: many drones operating together as a coordinated group, controlled by one operator or by AI.
-GPS-denied / comms-denied: a battlefield where the enemy has jammed GPS navigation or radio links. Modern AV drones are built to keep working without GPS by navigating with onboard cameras.
The contracts and money words
-DoD / DoW (Department of Defense, recently restyled Department of War): the customer. The US military.
-Program of record: an official, funded, long-term military buying program. Winning one is the prize, because it means years of guaranteed orders.
-IDIQ (Indefinite Delivery, Indefinite Quantity): a contract that sets a maximum dollar ceiling and lets the military place orders against it over time as needed. A $990 million IDIQ means the military can buy up to $990 million of that product without writing a new contract each time.
-Task order / delivery order: an individual purchase placed under an IDIQ. The $186 million Switchblade order is a task order under the $990 million ceiling.
-FMS (Foreign Military Sales): the US government selling US-made weapons to allied countries.
The programs and players you will see named
-SCAR / BADGER: the Space Force satellite-communication program (SCAR) that ran on AV's phased-array antenna (BADGER). The contract was terminated, which caused the writedown.
-Golden Dome: the new national missile-and-drone-defense shield, the biggest US homeland-defense program in history.
-LASSO, E-HEL, NGCM, LRR: names of specific Army buying programs AV is competing for (loitering munitions, lasers, counter-drone missiles, and reconnaissance drones, respectively).
-Anduril, Shield AI, Skydio: privately held defense-tech startups that compete with AV. You cannot buy their stock.
-The primes: the giant legacy defense contractors $LMT Lockheed Martin $RTX RTX Corp $NOC Northrop Grumman $GD General Dynamics
-Switchblade, Red Dragon, Puma, JUMP 20, P550, Titan, LOCUST, Freedom Eagle-1: AV's actual products, defined as they come up below.
-Drone / UAS (Uncrewed Aircraft System): an aircraft with no pilot inside. UAS is just the military word for drone. The military sorts them by size into Groups 1 through 3 (small to medium). Group 1 is a tiny quadcopter you could hold. Group 3 is roughly the size of an Iranian Shahed attack drone.
-ISR (Intelligence, Surveillance, Reconnaissance): spy-and-scout work. A camera drone that flies over an area and sends back video is doing ISR.
-Loitering munition: a drone with a bomb built into it. It flies around (loiters) over a battlefield, finds a target, then dives into it and explodes. It is a flying weapon you can wait with. The Switchblade is the famous example. People also call these "kamikaze drones."
-One-way attack drone: same basic idea as a loitering munition, usually cheaper and longer-range. It flies to a target and does not come back. Red Dragon is AV's version.
-Counter-UAS / C-UAS / counter-drone: anything that detects and kills enemy drones. This is the defense side.
-RF (Radio Frequency) jamming: drones are usually flown by a radio link, the same way a remote-control car works. RF jamming blasts that radio link with noise so the drone loses contact with its operator and falls or flies off course. AV's Titan does this. The catch is that some drones (like Shaheds) fly a pre-programmed route and do not use a live radio link, so jamming does not stop them. That is why you need lasers and missiles too.
-Directed energy / DE / laser weapon / HEL (High Energy Laser): a weapon that burns the target with a focused beam of light instead of firing a physical projectile. Each shot costs a few dollars of electricity. AV's laser is called LOCUST. The limits: it needs a clear line of sight, and rain, fog, dust, and smoke weaken the beam.
-HPM (High Power Microwave): a cousin of the laser that fries a drone's electronics with a burst of microwave energy over a wider area. Good against swarms.
-Kinetic kill / kinetic interceptor: a physical projectile, usually a small missile, that hits and destroys the target. AV's is Freedom Eagle-1, also called FE-1, built to cost roughly $100,000 to $150,000 instead of the $2 million to $3 million the military pays today.
-Phased array: a flat antenna made of many small elements that can steer its beam electronically with no moving dish. Used for satellite communication and radar. AV's are called BADGER and WASP.
-GEO (Geosynchronous Earth Orbit): the high orbit, about 22,000 miles up, where a satellite stays parked over the same spot on Earth. LEO (Low Earth Orbit) is the close-in orbit, a few hundred miles up.
-Lasercomm (laser communications): sending data between satellites, or satellite-to-ground, using laser beams instead of radio. Much faster and harder to jam.
-C2 (Command and Control): the software and screens that let a commander see the battlefield and tell all the drones, sensors, and weapons what to do. AV's is AV_Halo.
-AI/ML (Artificial Intelligence / Machine Learning): software that learns to recognize and track targets on its own. ATR (Automatic Target Recognition) is the specific version that lets a drone identify what it is looking at without a human.
-Swarm: many drones operating together as a coordinated group, controlled by one operator or by AI.
-GPS-denied / comms-denied: a battlefield where the enemy has jammed GPS navigation or radio links. Modern AV drones are built to keep working without GPS by navigating with onboard cameras.
The contracts and money words
-DoD / DoW (Department of Defense, recently restyled Department of War): the customer. The US military.
-Program of record: an official, funded, long-term military buying program. Winning one is the prize, because it means years of guaranteed orders.
-IDIQ (Indefinite Delivery, Indefinite Quantity): a contract that sets a maximum dollar ceiling and lets the military place orders against it over time as needed. A $990 million IDIQ means the military can buy up to $990 million of that product without writing a new contract each time.
-Task order / delivery order: an individual purchase placed under an IDIQ. The $186 million Switchblade order is a task order under the $990 million ceiling.
-FMS (Foreign Military Sales): the US government selling US-made weapons to allied countries.
The programs and players you will see named
-SCAR / BADGER: the Space Force satellite-communication program (SCAR) that ran on AV's phased-array antenna (BADGER). The contract was terminated, which caused the writedown.
-Golden Dome: the new national missile-and-drone-defense shield, the biggest US homeland-defense program in history.
-LASSO, E-HEL, NGCM, LRR: names of specific Army buying programs AV is competing for (loitering munitions, lasers, counter-drone missiles, and reconnaissance drones, respectively).
-Anduril, Shield AI, Skydio: privately held defense-tech startups that compete with AV. You cannot buy their stock.
-The primes: the giant legacy defense contractors $LMT Lockheed Martin $RTX RTX Corp $NOC Northrop Grumman $GD General Dynamics
-Switchblade, Red Dragon, Puma, JUMP 20, P550, Titan, LOCUST, Freedom Eagle-1: AV's actual products, defined as they come up below.
$AVAV Recent Developments (Late May 2026): The Tape Is Moving in AV's Direction
A lot has happened since the March print, and most of it is good. Here is the current picture.
The Trump administration is in talks to fund US drone companies
On May 27 and 28, the Wall Street Journal reported that the Trump administration is in talks to provide funding to several US drone companies, including AeroVironment, through the Office of Strategic Capital. The Office of Strategic Capital, or OSC, is a Pentagon lending arm that backs companies in technologies the government considers strategically critical. The scale of the shift is the headline: the OSC funding request jumped from roughly $1.5 billion in fiscal 2026 to about $20.2 billion requested for fiscal 2027. Drone dominance was named a "presidential priority" in President Trump's $1.5 trillion fiscal 2027 defense budget request. The market reacted hard. AVAV jumped roughly 17% on the report, and the broader drone group ($RCAT Red Cat, $KTOS Kratos, $ONDS Ondas, $UMAC Unusual Machines -- linked to Trump family) moved up alongside it.
The policy tailwind keeps stacking, and it is a real steady drumbeat of government action that all points the same way.
-President Trump's Executive Orders 14307 ("Unleashing American Drone Dominance") and 14305 ("Restoring American Airspace Sovereignty") direct federal and state agencies toward American-made drones and away from foreign-made ones, and direct agencies to deploy counter-drone detection and defeat equipment.
-On May 6, 2026, the FAA proposed a rule that would let 16 categories of critical-infrastructure sites (energy, water treatment, chemical plants, transportation, defense industrial sites, and more) apply to restrict drone flights overhead. This directly feeds AV's counter-drone civilian market, the tens-of-thousands-of-sites opportunity I cover later.
-Section 1709 of the FY25 National Defense Authorization Act (the NDAA, the annual law that sets defense policy and spending), through FCC implementation, has effectively banned foreign-manufactured drones (read: China's DJI) from the US market. That clears the field for domestic suppliers like AV.
-The counter-drone (C-UAS) market is forecast to grow from roughly $6.6 billion in 2025 to about $20.3 billion by 2030, with North America leading.
AV keeps winning real contracts and shipping real products. The demand story is showing up in actual recent awards:
-A $17.6 million Army order for Red Dragon, the long-range one-way attack drone. This one matters for a reason beyond the dollars: it followed the first combat use of a US one-way attack drone, by US forces, during Operation Epic Fury against Iran. The product is now battle-used, not just battle-tested.
-A $117 million Army order for P550 long-range reconnaissance drones.
-A three-year, $43 million PANTHER antenna integration contract on Department of War SkyRange test platforms.
-A $20 million Air Force Research Laboratory contract for advanced ceramic materials.
-New software launches: Halo_Shield, plus the INSTINCT autonomy framework and DETECT RF sensing suite added to the AV_Halo platform. These deepen the AI and software story, which is where the higher-margin recurring revenue lives.
-AV also acquired a California-based drone and advanced air mobility manufacturer for roughly $200 million, its second acquisition in under a year, which adds manufacturing capacity.
A lot has happened since the March print, and most of it is good. Here is the current picture.
The Trump administration is in talks to fund US drone companies
On May 27 and 28, the Wall Street Journal reported that the Trump administration is in talks to provide funding to several US drone companies, including AeroVironment, through the Office of Strategic Capital. The Office of Strategic Capital, or OSC, is a Pentagon lending arm that backs companies in technologies the government considers strategically critical. The scale of the shift is the headline: the OSC funding request jumped from roughly $1.5 billion in fiscal 2026 to about $20.2 billion requested for fiscal 2027. Drone dominance was named a "presidential priority" in President Trump's $1.5 trillion fiscal 2027 defense budget request. The market reacted hard. AVAV jumped roughly 17% on the report, and the broader drone group ($RCAT Red Cat, $KTOS Kratos, $ONDS Ondas, $UMAC Unusual Machines -- linked to Trump family) moved up alongside it.
The policy tailwind keeps stacking, and it is a real steady drumbeat of government action that all points the same way.
-President Trump's Executive Orders 14307 ("Unleashing American Drone Dominance") and 14305 ("Restoring American Airspace Sovereignty") direct federal and state agencies toward American-made drones and away from foreign-made ones, and direct agencies to deploy counter-drone detection and defeat equipment.
-On May 6, 2026, the FAA proposed a rule that would let 16 categories of critical-infrastructure sites (energy, water treatment, chemical plants, transportation, defense industrial sites, and more) apply to restrict drone flights overhead. This directly feeds AV's counter-drone civilian market, the tens-of-thousands-of-sites opportunity I cover later.
-Section 1709 of the FY25 National Defense Authorization Act (the NDAA, the annual law that sets defense policy and spending), through FCC implementation, has effectively banned foreign-manufactured drones (read: China's DJI) from the US market. That clears the field for domestic suppliers like AV.
-The counter-drone (C-UAS) market is forecast to grow from roughly $6.6 billion in 2025 to about $20.3 billion by 2030, with North America leading.
AV keeps winning real contracts and shipping real products. The demand story is showing up in actual recent awards:
-A $17.6 million Army order for Red Dragon, the long-range one-way attack drone. This one matters for a reason beyond the dollars: it followed the first combat use of a US one-way attack drone, by US forces, during Operation Epic Fury against Iran. The product is now battle-used, not just battle-tested.
-A $117 million Army order for P550 long-range reconnaissance drones.
-A three-year, $43 million PANTHER antenna integration contract on Department of War SkyRange test platforms.
-A $20 million Air Force Research Laboratory contract for advanced ceramic materials.
-New software launches: Halo_Shield, plus the INSTINCT autonomy framework and DETECT RF sensing suite added to the AV_Halo platform. These deepen the AI and software story, which is where the higher-margin recurring revenue lives.
-AV also acquired a California-based drone and advanced air mobility manufacturer for roughly $200 million, its second acquisition in under a year, which adds manufacturing capacity.
4 possible reasons you can’t sleep at night
1. The effect of sins and haram sustenance
The Prophet ﷺ said: “When a servant commits a sin, a black mark appears on his heart.” (Tirmidhi 3334).
Unlawful income, lies, backbiting, or disobedience can ruin your night’s sleep.
The Prophet ﷺ said: “When a servant commits a sin, a black mark appears on his heart.” (Tirmidhi 3334).
Unlawful income, lies, backbiting, or disobedience can ruin your night’s sleep.
2. Worry and anxiety about the world
Allah says: “Those who believe and whose hearts find rest in the remembrance of Allah. Unquestionably, in the remembrance of Allah do hearts find rest.” (Quran 13:28).
The opposite is also true: without dhikr, the heart remains restless.
Allah says: “Those who believe and whose hearts find rest in the remembrance of Allah. Unquestionably, in the remembrance of Allah do hearts find rest.” (Quran 13:28).
The opposite is also true: without dhikr, the heart remains restless.
Donald J. Trump
@realDonaldTrump
We should have a giant MAKE AMERICA GREAT AGAIN RALLY, for 250, instead of having overpriced singers, who nobody wants to hear, whose music is boring, and yet who do nothing but complain.
1)
@realDonaldTrump
We should have a giant MAKE AMERICA GREAT AGAIN RALLY, for 250, instead of having overpriced singers, who nobody wants to hear, whose music is boring, and yet who do nothing but complain.
1)
Cancel it, just like I canceled my involvement with the failing and unsafe to be in Kennedy Center, because a Highly Conflicted, Crooked Federal Judge, said that I should not be allowed to spend my time and money in order to MAKE THE CENTER GREAT AGAIN,
2)
2)
actually, far greater than it ever was before! It would have also been nice to see a Republican/Democrat union bring it back to life. The Kennedy Center is broken, unsafe, and $busted, and has been for many years! Judge Cooper also stated that the highly prestigious Board ...
3)
3)
Roger Froikin @rlefraim wrote, "Understanding Iran’s Islamic Regime - The Story of Karbala
There is an element in the psychology of the Islamic Republic of Iran that the West, including the USA Administration, seems not to understand, and
1)
There is an element in the psychology of the Islamic Republic of Iran that the West, including the USA Administration, seems not to understand, and
1)
and that is the way Shi’i Twelver ideology sees the story of Karbala.
Karbala was the site of war between Husayn ibn Ali (the grandson of the Prophet Muhammad) and his small band of followers who made a final stand against the forces of Yazid, the Umayyad caliph.
2)
Karbala was the site of war between Husayn ibn Ali (the grandson of the Prophet Muhammad) and his small band of followers who made a final stand against the forces of Yazid, the Umayyad caliph.
2)
This was a struggle over authority within Islam. The followers of Husayn became the Shi’i.
But what is important about Karbala, is that, though the Shi’i side was defeated completely, their followers claimed a victory, a moral victory,
3)
But what is important about Karbala, is that, though the Shi’i side was defeated completely, their followers claimed a victory, a moral victory,
3)
Roger Froikin @rlefraim wrote, "I find this interesting about international politics
Cuba. - Hates and responds to anyone who opposes it, and provides many benefits to those in charge of the political system and its military, encourages terrorist movements and
1)
Cuba. - Hates and responds to anyone who opposes it, and provides many benefits to those in charge of the political system and its military, encourages terrorist movements and
1)
provides them with shelter, but except for the United States, the rest of the world continues to treat the Cuban regime as an okay one. No condemnation. There is no criticism. There is no effort to condemn or boycott or even judge.
2)
2)
Dictators who abuse their citizens if they declare themselves "Socialists"are fine in the eyes of the UN and the International community without judgment. (Perceived as a problem only by the US)
3)
3)
1/
When multi-agent LLM systems debate, they are not just sharing ideas. They are implicitly running a dynamic routing algorithm.
The debate itself acts as a Mixture of Experts (MoE) gatekeeper, shifting influence based on agent confidence. 🧵
When multi-agent LLM systems debate, they are not just sharing ideas. They are implicitly running a dynamic routing algorithm.
The debate itself acts as a Mixture of Experts (MoE) gatekeeper, shifting influence based on agent confidence. 🧵
2/
In "Multi-Agent Systems are Mixtures of Experts: Who Becomes an Influencer?", Franka Bause, Jonas Niederle, Martin Pawelczyk, and Rebekka Burkholz model agent debates using social opinion dynamics.
Here is how conversational routing actually works.
In "Multi-Agent Systems are Mixtures of Experts: Who Becomes an Influencer?", Franka Bause, Jonas Niederle, Martin Pawelczyk, and Rebekka Burkholz model agent debates using social opinion dynamics.
Here is how conversational routing actually works.
3/
The authors map LLM debates to the Friedkin-Johnsen (FJ) model of opinion dynamics.
An agent's belief update is a balance of:
• Stubbornness (attachment to its original answer)
• Peer influence (openness to other agents)
This is a task-adaptive MoE in disguise.
The authors map LLM debates to the Friedkin-Johnsen (FJ) model of opinion dynamics.
An agent's belief update is a balance of:
• Stubbornness (attachment to its original answer)
• Peer influence (openness to other agents)
This is a task-adaptive MoE in disguise.
Every American student learns the same story about Standard Oil:
Rockefeller as the villain of unregulated capitalism, Standard Oil as proof that free markets inevitably produce monopolies that crush consumers.
A historian went to the primary records and found the opposite. 🧵
Rockefeller as the villain of unregulated capitalism, Standard Oil as proof that free markets inevitably produce monopolies that crush consumers.
A historian went to the primary records and found the opposite. 🧵
In "The Myth of the Robber Barons," Burton Folsom builds the Standard Oil case around one number: between 1870 and 1911, the price of kerosene fell from 26 cents a gallon to under 8 cents. Standard Oil dominated the kerosene market and the price to consumers fell by roughly 70 percent over those forty years.
A predatory monopolist raises prices once it owns the market. Rockefeller kept cutting them.
A predatory monopolist raises prices once it owns the market. Rockefeller kept cutting them.
How did he cut prices that aggressively?
Cleaner refining processes that captured byproducts other refiners threw away. Pipelines instead of rail when rail was overpriced. Less waste at every stage of production.
By the early 1880s, Standard could refine a barrel of oil for roughly half the cost of its rivals.
Cleaner refining processes that captured byproducts other refiners threw away. Pipelines instead of rail when rail was overpriced. Less waste at every stage of production.
By the early 1880s, Standard could refine a barrel of oil for roughly half the cost of its rivals.
In the US, Jew Hate never disappeared - its been less than 50 years since Jews were not welcome at Country Clubs, could not purchase homes in certain neighborhoods, had to build their own hospitals. It just wasn't newsworthy.
Christian holidays were embedded into public school culture, Christmas music dominated concerts, school spaces were decorated, and Jewish students often felt tokenized or pressured to participate.
Jewish families protested this as early as 1906, when tens of thousands of Jewish parents kept their children home to avoid mandatory Christmas programs
1/17 No, see now that is where you are off just a bit. I do not need anger management what I need is a group of people who go around snatching people off the street like you and putting you all in a room where you are all DE-brainwashed and given a vaccine for TBS, which is short
2/17 for Trumpian Brain Shits, to loosen the grip that Trump's lies have on you people. At the very top of Page 3, section iii of the Iran Nuclear Deal, Iran SPECIFICALLY put in THESE words:
iii. "Iran explicitly reaffirms and commits that under no circumstances will Iran ever
iii. "Iran explicitly reaffirms and commits that under no circumstances will Iran ever
3/17 seek, develop or acquire any nuclear weapons".
In the original Iran Nuclear Deal, Iran had EXPLICITLY stated it would NOT build ANY nuclear bombs...PERIOD. And we would STILL have a nuclear free Iran if YOUR boss hadn't FUCKED it all up! He has NO damn business being in the
In the original Iran Nuclear Deal, Iran had EXPLICITLY stated it would NOT build ANY nuclear bombs...PERIOD. And we would STILL have a nuclear free Iran if YOUR boss hadn't FUCKED it all up! He has NO damn business being in the
1/5
Yesterday, AI-related stocks hit a high as a percentage of the S&P 500.
The AI influence on the stock market has never been larger.
🧵
Yesterday, AI-related stocks hit a high as a percentage of the S&P 500.
The AI influence on the stock market has never been larger.
🧵
2/5
What are the AI-Stocks?
I use the list that J.P. Morgan's Michael Cemblast made last fall.
Here is a table with its details.
What are the AI-Stocks?
I use the list that J.P. Morgan's Michael Cemblast made last fall.
Here is a table with its details.
3/5
Note that the list above does NOT include SpaceX (which has Xai, or Grok), Anthropic, and OpenAI. SpaceX's IPO is expected around June 12.
So, when will they be included in the S&P 500, allowing AI to account for over 50% of the S&P 500?
Last week, S&P proposed changing its rules so that mega-cap IPOs could become eligible for S&P 500 inclusion after six months, rather than the usual one-year seasoning period.
The proposal would also relax some standard hurdles for these companies, including minimum public float and profitability requirements.
But S&P emphasized that eligibility does not mean automatic inclusion—the Index Committee would still make the final decision.
Note that the list above does NOT include SpaceX (which has Xai, or Grok), Anthropic, and OpenAI. SpaceX's IPO is expected around June 12.
So, when will they be included in the S&P 500, allowing AI to account for over 50% of the S&P 500?
Last week, S&P proposed changing its rules so that mega-cap IPOs could become eligible for S&P 500 inclusion after six months, rather than the usual one-year seasoning period.
The proposal would also relax some standard hurdles for these companies, including minimum public float and profitability requirements.
But S&P emphasized that eligibility does not mean automatic inclusion—the Index Committee would still make the final decision.
