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Nov 19
Hmm.
Real story here is the tanks. KSA has some 570 M1A2S Abrams bought in the last 12 yrs under Obama-era contracts. 20 of those (in 2016 buy) were replacements for tanks lost in Yemen.
Saudis also still operate some number of older M60A3 Patton MBTs (not clear but 300+).
1/x
Not counting older French AMX-30 (reserve) that's ~870+, largest MBT inventory in/around Arabian Pen.
300 is a big buy. Assume more M1A2S Abrams, new upgrades. Replacing Pattons? Adding to current total?
Curious what threat concept is motivating the buy. Not nearly...
2/x
...as obvious as Cent/E. Europe & Russia, or China & Taiwan.
No wish to be a buzzkill, just asking. Legacy of "mass against Israel" motive from 1950s-70s isn't in play now. Hostile Iran regime of last 45 yrs on the ropes. Questions.🤨
3/3
Read 3 tweets
Nov 19
We know about Hemmadi Deva of seuna family a mahamandaleshwar of chalukya whose multiple inscription have been discovered(United dharwad-United Bijapur region), in the gadag inscription we can see mention of a specific Gavunda/Gouda along with 8 more.
(1/n) Image
This inscription says Hemmadi Deva Yadava of seuna family belonged to Hattgara(look pic2&3) lineage and Kalsena family(Most probably indicating Ratta of saundatti kalsena).

The santa Gauvnda/Gouda is here mentioned as Davalara a clan which was used by Rastrakutas across India.

Recently online maratha accounts tried to misinterpret Hatgara as traders and calling Kalsena here in inscription being unrelated to Kalsena of Ratta family, but these snippet below is enough to debunk their Hattgara misinterpretion.
(2/n)Image
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We can find mention of Davala in Far north, where The text praises a royal lineage. It begins with Harivarman and his wife Ruchi.
From Harivarman came Vidagdha (verse 5), who is described in the second inscription as a "Rashtrakuta" ruler. After Vidagdha, the kingship passed to Manmata (verse 8), and later to Dhavala (verse 9).
Dhavala is praised extensively in the inscription.
(3/n)Image
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Read 9 tweets
Nov 19
Part Three Image
1/ “The largest saline-placebo RCT in medical history.”

The 1954 Salk polio vaccine trial is the clearest evidence that childhood vaccines were tested against true saline placebos — at a scale we still haven’t repeated.

(Francis et al., Am J Public Health 1955; PMC1622829)
2/ 623,972 children were randomized. Half got the polio vaccine. Half got saline placebo. This remains one of the largest RCTs ever performed.
(Francis 1955; PMC1622829)
Read 11 tweets
Nov 19
Part Two Image
1/ Why don’t vaccine trials always use saline placebos? Because once a safe, effective vaccine exists, withholding it is unethical under global medical standards.
(Declaration of Helsinki; DOI:10.1001/jama.2013.281053)
2/ Ethics rule #1: You can only use a placebo if no proven therapy exists. If a child could be harmed by going unprotected, researchers must use a comparator vaccine, not saline.
(WMA Helsinki 2013; DOI:10.1001/jama.2013.281053)
Read 11 tweets
Nov 19
Part One Image
1/ Yes — every childhood vaccine has undergone controlled testing, and many were tested in true saline-placebo RCTs. When comparators were used instead of saline, it was for ethical and scientific reasons, not shortcuts.
(WMA 2013; DOI:10.1001/jama.2013.281053)
2/ Not all placebos are the same. Trials may use:
• Saline placebos (new platforms)
• Active placebos (adjuvant-only)
• Comparator vaccines (when withholding protection is unethical).
(WHO TRS 1004; 2017)
Read 12 tweets
Nov 18
Let's talk about part of "Kabbalah and the Rupture of Modernity" by Eli Rubin. A core idea is how a 16th-C idea of tzimtzum (divine contraction) prefigures Descartes’ mind-body dualism and the broader modern sense that being is discontinuous rather than seamlessly connected. Image
The core argument, put simply is, before Luria, most mystical and philosophical traditions imagined reality as a smooth flow from God to the world (like a pyramid with God at the top). Luria dramatically reversed this: God had to withdraw completely to create space for anything else to exist.
Rubin shows this “rupture” is not just a mystical detail. It is the original model for modern experiences of alienation, dualism (mind/body split), and the sense that existence itself is fragile or problematic. Chabad Hasidism, over generations, wrestled with this rupture and turned it into a hopeful, existential spirituality that speaks directly to modern life. We're going to focus mostly on Descartes here though.
What is Tzimtzum anyway? Tzimtzum is not just a technical term; it is the origin of rupture. Before creation, infinite divine light filled everything. To create a finite world, God contracted Himself, withdrawing His light completely and leaving a void. This is no gentle dimming. It is a total, dramatic break with the older Neoplatonic idea of seamless emanation. The book insists this absolute rupture is the first modern idea, predating Descartes by decades. Rubin opens with the polysemy of the word itself, exploring translations like contraction, concentration, concealment, curtailment, or closure, and how these imply different relational dynamics between God and reality. Rubin engages debates between Gershom Scholem (a legendary historian), who saw tzimtzum evolving from concentration in Midrash to withdrawal in Lurianism, and Moshe Idel, who traced withdrawal back to medieval figures like Nahmanides. Rubin objects to Idel's view, noting that Nahmanides described only a partial handbreadth contraction introducing darkness, whereas Luria's version is a totalizing, equitable evacuation of light, leaving no direct antecedent. This absoluteness breaks with Neoplatonism's seamless emanation, where beings flow iteratively from the One. Instead, tzimtzum entails an infinite rupture, leveling the cosmic hierarchy so that all points, from crass physicality to spiritual apex, are equally removed from the infinite light, or eyn sof.

In Lurianic teaching, infinite divine light filled everything before creation, leaving no room for a finite world. God contracted Himself into a central point, withdrawing light to form a spherical void, then sent a straight line of light back in to build structured realms.

This is a dramatic, total rupture, not a gradual fade.
Read 10 tweets
Nov 18
🧵HOW SAYLOR TURNS STRATEGY INTO A $10 TRILLION COMPANY - EASILY!

Listen up, snowflakes.

You don't buy MSTR because it "tracks Bitcoin".

You buy MSTR because it is quietly evolving into the central node of the BITCOIN CREDIT UNIVERSE.

This is a NEW SPECIES of CORPORATION.

AND THAT SPECIES ALWAYS WINS 👇Image
Let's begin by talking about BITCOIN AMPLIFICATION:

Amplification = Notional Preferred / BTC NAV

At 50% amplification, Strategy has:

Preferred Notional = 0.50 × BTC NAV

Right now, Strategy’s BTC NAV is roughly: $60.4B

So 50% amplification means:

$30.2B of perpetual preferred capacity.

Thirty. Billion. Dollars.

Of non-maturing, non-recourse, perpetual capital backed by Bitcoin.

This is not debt. This is not common equity.

This is synthetic Bitcoin leverage without liquidation risk.
How Much Bitcoin Can Strategy Buy at 50% Amplification?

At BTC ≈ $93k, $30.2B buys ≈324,000 BTC

Yes.

324,000 BTC.

Added on top of the 649,870 BTC they already hold.

That alone would take Strategy to 973,870 BTC

They would be 27,000 BTC away from ONE MILLION BITCOIN.

Think that's unrealistic?

THEY RAISED $800 MILLION LAST WEEK.

$7.7 BILLION IN JUST THIS YEAR IN PREFERRED EQUITY.

$26 BILLION IN COMMON EQUITY.

THE TRADING VOLUME OF THE STRATEGY PREFS IS OVER 3X WHAT IS WAS TWO MONTHS AGO.

50% AMPLIFICATION IS INEVITABLE BECAUSE THE BEST PRODUCT ALWAYS WINS IN THE MARKETPLACE AND TRADITIONAL FIXED INCOME PRODUCTS CAN'T TOUCH THESE YIELDS.
Read 11 tweets
Nov 18
🇵🇱🇺🇦🇷🇺

Russia's sabotage is getting bolder.

FSB blew up Polish rails to Ukraine — saboteurs fled to Belarus.

They’re not stopping — they’re escalating. Image
🇵🇱🇺🇦🇺🇸🇷🇺

"I have no doubt that the Russians are behind the damage to Poland's rail infrastructure," - Darrell Blocker, former head of a CIA training center and a counterterrorism expert.

wiadomosci.onet.pl/kraj/ekspert-c…Image
🇵🇱🇺🇦🇷🇺

The FSB hit a key rail corridor carrying aid to Ukraine.
Two Ukrainians were used as cover.
The tracks were blown up with an explosive — & police found a camera & a second undetonated device, proof of a wider plan.

This is state-sponsored terrorism.

cyfrowa.rp.pl/it/art43355721…Image
Read 3 tweets
Nov 18
The HILL: "White House to meet clergy with ties to pro-war Russian Orthodox Church, which has been a staunch backer of Russian President Vladimir Putin’s war in Ukraine"

I hope @pastormarkburns will be on this meeting to show American part of delegation REALITY.

Like this:
🧵
or this
🧵
or this
🧵
Read 4 tweets
Nov 18
🔥 THREAD: Carvana’s Institutional Playbook — And Why Opendoor Is Next

Morgan Stanley just toured Carvana’s Haines City mega-reconditioning center.
Their takeaway?

CVNA is building the Amazon of auto retail.

Vertical integration, massive scale advantages, machine-learning optimization, data-driven pricing, logistics mastery — the full flywheel.

They reiterated Overweight, PT $450, with 115% upside in the bull case.
Let’s break this down 👇
Carvana has 18 reconditioning centers today — and 56 more coming.
Their Haines City site alone has 15,000 parking spots, twice the size of their next biggest competitor. And they’re only using 40% of the capacity.
That’s what scale actually looks like.

You can’t fake infrastructure.
Every part of the flywheel is digitized:

• Proprietary ML software “Carli” • Real-time labor + parts optimization • Predictive sequencing for same-day delivery • Internal reconditioning that adds hundreds of dollars of extra GPU • A hub-and-spoke logistics model driven by data
This is what happens when software + operational rigor collide.
Read 11 tweets
Nov 18
We don't need to panic, but we need to get serious.

I wish people would stop referencing metaculus. It's just a random survey platform without any mechanism to filter people w/ authority from randos on the internet. And there aren't enough votes in there for the results to be meaningful anyway. (@dallairedemers and I single-handedly moved the timeline down a few months back with our votes)

Here's what we know to be fact:

1) Quantum computers at sufficient scale will break crypto at the most fundamental level imaginable..
2) Experts like Scott (who advises the EF and has spent his whole career in this field) are striking a different tone about the timeline than ever before.
3) Resource estimates for running Shor's Algorithm have dropped by 20x over the course of this year, reflecting progress in error correction kicked off a year ago by Google's Willow Chip: arxiv.org/abs/2505.15917 (this doesn't even account for the 10x improvement of LDPC codes over surface codes)
@hosseeb What does this imply for a Q-Day timeline? It's notoriously difficult to predict how the development of a quantum computer will play out. And because of fatigue around past hype cycles with Quantum, people have just become habitually bearish about the timelines.
@hosseeb But that's not scientific at all. In fact, technologies like quantum computing or AI often happen not in a linear way, but as a series of breakthroughs.

Can we rule out that we're not one or two breakthroughs away from having a CRQC?

No, we absolutely cannot.
Read 14 tweets
Nov 18
Reporting on the SchCmte MASC workshop being led by Tracy Novick

Assuming gremlins are kept at bay, the recording will also be available from this session
Interesting distinction that SchCmte members are only that, many other elected officials also have a name for the role (Councilor, etc.)
These members are only "members of the School Committee"
Knowing who to call in response to a parent conversation raising an issue is to refer to the Administration (the key being which point of contact depends upon the circumstances)

Recognizing and supporting the administrative chain of command.
Read 9 tweets

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