Most recent unrolls from @ThreadReaderApp
Los últimos secretos que se develan de una guerra suelen ser los de la inteligencia militar.
En #Malvinas, los británicos escuchaban las comunicaciones argentinas. Pero hay una historia mucho menos conocida: los argentinos también escuchaban a los británicos. Vamos con 🧵👇
En #Malvinas, los británicos escuchaban las comunicaciones argentinas. Pero hay una historia mucho menos conocida: los argentinos también escuchaban a los británicos. Vamos con 🧵👇
La inteligencia militar no son solamente espías.
En una guerra moderna también implica interceptar comunicaciones, conocer frecuencias, identificar equipos, descifrar mensajes y localizar emisores mediante radiogoniometría.
En Malvinas, esa batalla invisible fue intensa.
En una guerra moderna también implica interceptar comunicaciones, conocer frecuencias, identificar equipos, descifrar mensajes y localizar emisores mediante radiogoniometría.
En Malvinas, esa batalla invisible fue intensa.
Los británicos tenían una enorme ventaja: formaban parte de una red mundial de inteligencia electrónica y contaban con gran experiencia para interceptar y descifrar comunicaciones. Además, algunas cifradoras argentinas de Crypto AG estaban pinchadas!
#GaPol @NAACP @bluestein @AttorneyGGriggs @T_A_Activist @jasmineforga @PrimeReparation @Re_UPsMedia @tariqnasheed Peaceful counter protesters. All groups.
ADOS, freedman nation, freedmen, FBA, NAACP, NAEJA, Black Lives Matter who ever. We must unify for this. @TheMelaninPRJCT
ADOS, freedman nation, freedmen, FBA, NAACP, NAEJA, Black Lives Matter who ever. We must unify for this. @TheMelaninPRJCT
@threadreaderapp “unroll”
Training: Have the below sms message go out to people in our community who are not pro reparations but do agree they tyrannical globalist leaders are spending to much, and crashing social security with debt and war funding instead of initiatives for the people. 👇
@kick @PUBG I'm so impatient to see the Top 10 with cheat… players with 99 or 100 Kills (or 48-50) in one single match (they already have +40kills).
Even +15 kills is already a big perf.
+25kills is 1/4 of the server, but it's ok, there are no cheaters.
Even +15 kills is already a big perf.
+25kills is 1/4 of the server, but it's ok, there are no cheaters.
@kick @PUBG As usual, Kick is on the Cheaters/Thugs/Scammers side and Krafton/kick playing like COD/Activision and the world idiocracy : all for scammers, cheaters & "son/daughter of daddy" without merit…
🤮
🤮
@kick @PUBG And losing money (logically), Kick add Tax on subs (saying "it's evil governments' fault" & Idiots believe it), while no company want do advertise on Kick because the filthy, sleazy & trashy image (& nontent-ers) that Kick is promoting since 2-3 years now.
🚨 Trump just dropped a tariff ultimatum on Mark Carney — and Canada’s PM is officially out of time.
Instead of cutting a real deal, Carney’s played delay tactics: dodge serious talks and pray Democrats win midterms to weaken Trump.
Foolish strategy. Here’s why it’s blowing up 👇
Instead of cutting a real deal, Carney’s played delay tactics: dodge serious talks and pray Democrats win midterms to weaken Trump.
Foolish strategy. Here’s why it’s blowing up 👇
Trump’s threat: 50% tariffs on $28 BILLION in Canadian exports (hockey sticks to whisky, honey to flowers) unless Canada brings real solutions by Aug. 19.
U.S. Trade Rep Jamieson Greer: This is about forcing real negotiations.
Carney says he’s “intensifying” talks. But sources on BOTH sides say Canada’s offers are just vague “promises to discuss.” No substance.
U.S. Trade Rep Jamieson Greer: This is about forcing real negotiations.
Carney says he’s “intensifying” talks. But sources on BOTH sides say Canada’s offers are just vague “promises to discuss.” No substance.
Insiders call it “ragging the puck” — stalling in hopes a weaker Trump post-midterms gives Canada a sweeter deal.
Meanwhile, manufacturing jobs are bleeding: 17K lost last month alone. Over 50K since Carney became PM.
Ordinary Canadians are paying the price while politicians play games. 😡
Meanwhile, manufacturing jobs are bleeding: 17K lost last month alone. Over 50K since Carney became PM.
Ordinary Canadians are paying the price while politicians play games. 😡
LA PREGUNTA DEL MILLÓN:
¿Cuál fue finalmente la idea al designar Leite?
¿Hacer Lobby por HC? No.
¿Conseguir vuelo directo a USA? Fail.
Es poco seria, rasca, cara y absurda esta movida.
Gustavo Leite volvió al Senado. Y volvió con un plan, ¡ATIENDAN BIEN!
¿A qué aspira Leite?👇
¿Cuál fue finalmente la idea al designar Leite?
¿Hacer Lobby por HC? No.
¿Conseguir vuelo directo a USA? Fail.
Es poco seria, rasca, cara y absurda esta movida.
Gustavo Leite volvió al Senado. Y volvió con un plan, ¡ATIENDAN BIEN!
¿A qué aspira Leite?👇
Ésto está exponiendo ahora mismo en el @SenadoresPy . Parece que volvió al Senado con un plan: nada más y nada menos, un plan de reforma del Estado para hacer que el ciudadano pueda vivir realmente mejor.
¿A QUÉ ASPIRA LEITE?
¿A QUÉ ASPIRA LEITE?
1/ The sight of more burning warehouses has prompted angry denunciations from Russian warbloggers of the "bureaucratic pimples" who are allegedly sabotaging air defences. Anti-drone mobile fire teams, in particular, are said to be in disarray. ⬇️
2/ The Russian warblogger 'SHAKESPEARE' writes:
"Today, the enemy attacked the Wildberries warehouses again. Successfully—for the enemy, that is. It appears we’ve lost two major logistics terminals at once: in Krasnodar and Nevinnomyssk."
"Today, the enemy attacked the Wildberries warehouses again. Successfully—for the enemy, that is. It appears we’ve lost two major logistics terminals at once: in Krasnodar and Nevinnomyssk."
3/ "There are plenty of photos, but I won’t be posting them. Things are just as bad for the enemy: our side didn’t take it lying down and, judging by the information available, have wiped out two similarly large terminals in Odesa and Mykolaiv.
The easiest money on Solana right now?
LPing $ANSEM
People are making thousands a day with only 20 minutes of work
Here's @MeteoraAG's DLMM explained like you're 5 🧵
LPing $ANSEM
People are making thousands a day with only 20 minutes of work
Here's @MeteoraAG's DLMM explained like you're 5 🧵
Imagine a liquidity pool as two buckets where you put an equivalent amount of two tokens
ℹ️ DEXs (like Jupiter) need these pools to swap tokens
When you fund a LP pool, you are rewarded with a percentage of each transaction occurring in the pool
ℹ️ DEXs (like Jupiter) need these pools to swap tokens
When you fund a LP pool, you are rewarded with a percentage of each transaction occurring in the pool
LPs automatically sell the winning asset and accumulate the losing one.
If SOL pumps, your pool sells SOL for USDC
If SOL dumps, your pool buys more SOL
That's what creates impermanent loss
If SOL pumps, your pool sells SOL for USDC
If SOL dumps, your pool buys more SOL
That's what creates impermanent loss
OK, let's talk about Buck v. Bell, and the reason I did this poll.
The poll came out basically the way I thought it would. Buck is part of the "anti-canon", alongside Dred Scott, Lochner, Plessy, and Hammer v. Dagenhart. Famous cases SCOTUS got wrong.
But that has implications.
The poll came out basically the way I thought it would. Buck is part of the "anti-canon", alongside Dred Scott, Lochner, Plessy, and Hammer v. Dagenhart. Famous cases SCOTUS got wrong.
But that has implications.
Carrie Buck's argument was a substantive due process argument. Indeed, it was a plausible one during the Lochner era. The Lochner court applied its substantive due process doctrines not only to economics but also to personal liberty.
Buck was decided just 2 years after Pierce v. Society of Sisters, which unanimously held that parents had the right to send their kids to private schools under the due process clause.
A guy paid for Disney+ for 2 years.
Never checked his plan. Never checked his bill. Just let it renew. Roughly $480 spent over those 2 years — and he was quietly paying for two accounts, a password-sharing surcharge he didn't need, and a bundle price that had been discontinued and replaced with something cheaper months earlier.
His sister-in-law — who spent 3 years in a subscription billing support role — pulled up his account during a family dinner.
She read the billing history for a minute and looked up.
"You're paying for an 'Extra Member' add-on because someone outside your house is on your account, and you're paying almost as much for that add-on as a second full subscription would cost through the current bundle. You've been on the same plan since before Disney restructured its tiers, and the current version of that same plan is priced differently now — you were never moved, you were just left there. You're paying for Disney+ and Hulu separately when the ad-free bundle covering both is cheaper than either one alone used to be. And you've never once checked whether your account still has the discount you signed up under, because those promotional rates usually expire quietly after a set number of months."
She didn't tell him to cancel. She told him what his own billing history already showed.
The guy said "I've genuinely never once looked past the total on the statement."
His sister-in-law said "Nobody does. The bill just renews. You have to actually open the plan page to see what's changed underneath it."
Here's everything she found 🧵
Never checked his plan. Never checked his bill. Just let it renew. Roughly $480 spent over those 2 years — and he was quietly paying for two accounts, a password-sharing surcharge he didn't need, and a bundle price that had been discontinued and replaced with something cheaper months earlier.
His sister-in-law — who spent 3 years in a subscription billing support role — pulled up his account during a family dinner.
She read the billing history for a minute and looked up.
"You're paying for an 'Extra Member' add-on because someone outside your house is on your account, and you're paying almost as much for that add-on as a second full subscription would cost through the current bundle. You've been on the same plan since before Disney restructured its tiers, and the current version of that same plan is priced differently now — you were never moved, you were just left there. You're paying for Disney+ and Hulu separately when the ad-free bundle covering both is cheaper than either one alone used to be. And you've never once checked whether your account still has the discount you signed up under, because those promotional rates usually expire quietly after a set number of months."
She didn't tell him to cancel. She told him what his own billing history already showed.
The guy said "I've genuinely never once looked past the total on the statement."
His sister-in-law said "Nobody does. The bill just renews. You have to actually open the plan page to see what's changed underneath it."
Here's everything she found 🧵
Check if your promotional rate already expired
Disney+ frequently offers a discounted introductory rate at signup or during a promotion, and that rate typically reverts to full price automatically after a set number of months — with no clear notification calling out the exact moment it happens.
She said: "Go to Account, then Subscription. Compare the price you're currently being charged to what you remember signing up for. If it's higher and you don't recognize why, that's usually a promo period that quietly ended."
Disney+ frequently offers a discounted introductory rate at signup or during a promotion, and that rate typically reverts to full price automatically after a set number of months — with no clear notification calling out the exact moment it happens.
She said: "Go to Account, then Subscription. Compare the price you're currently being charged to what you remember signing up for. If it's higher and you don't recognize why, that's usually a promo period that quietly ended."
Check if you're paying the "Extra Member" fee unnecessarily
Disney+'s password-sharing rules let you add someone outside your household for a monthly fee, but that fee is often close to — or sometimes more than — what a second person would pay for their own basic plan through a current bundle or promotion.
She said: "If you're paying for an Extra Member, compare that monthly cost to what a separate basic subscription costs that person directly, especially if they'd qualify for a bundle. Sometimes splitting into two accounts is actually cheaper than the shared add-on."
Disney+'s password-sharing rules let you add someone outside your household for a monthly fee, but that fee is often close to — or sometimes more than — what a second person would pay for their own basic plan through a current bundle or promotion.
She said: "If you're paying for an Extra Member, compare that monthly cost to what a separate basic subscription costs that person directly, especially if they'd qualify for a bundle. Sometimes splitting into two accounts is actually cheaper than the shared add-on."
Pickaxe Mountain – aka Kūh-e Kolang Gaz Lā – is a hell of a thought experiment for those of us who game out hard problems. (Thread)
• Deep in Iranian territory.
• A vast underground labyrinth of tunnels, blast doors, and storage vaults.
• No reliable map of the full layout.
• Critical areas likely beyond the reach of even our largest penetrators.
• Heavily protected against any conventional ground assault.
This is the kind of target that traditionally gets filed under “no f’n way.” But old problems have a tendency to solve themselves over time.
Using this mission challenge as the goal, we now have the knowledge and the capability to execute this mission – we only lack the capacity. Solving for this specific problem redesigns almost all land warfare, and goes a long way to redesigning naval warfare.
Autonomous Combined Arms...
1/
• Deep in Iranian territory.
• A vast underground labyrinth of tunnels, blast doors, and storage vaults.
• No reliable map of the full layout.
• Critical areas likely beyond the reach of even our largest penetrators.
• Heavily protected against any conventional ground assault.
This is the kind of target that traditionally gets filed under “no f’n way.” But old problems have a tendency to solve themselves over time.
Using this mission challenge as the goal, we now have the knowledge and the capability to execute this mission – we only lack the capacity. Solving for this specific problem redesigns almost all land warfare, and goes a long way to redesigning naval warfare.
Autonomous Combined Arms...
1/
What if you could flood the area with a battalion or two of autonomous weapons? Sort of an autonomous Ranger Battalion.
* A massive initial drop of air, ground, anti-air, ISR, comms relays, and disposable sensor nets. Followed by waves of specialized drones purpose-built to solve each level of the tunnel problem – breachers, crawlers, mappers, and deniers.
The Drone Economy rewards a military force in five important ways.
The first four we talk about constantly: the massive cost differential versus manned systems, the ability to handle dangerous/mundane/fatiguing tasks, rapid upgrade cycles driven by commercial tech, and persistent presence over the battlespace.
The fifth is the one we rarely discuss, but may prove most important over the long term.
With a highly flexible, attritable autonomous force, warfighters and planners can now seriously consider missions that have sat in the "no f’n way" file for decades.
2/
* A massive initial drop of air, ground, anti-air, ISR, comms relays, and disposable sensor nets. Followed by waves of specialized drones purpose-built to solve each level of the tunnel problem – breachers, crawlers, mappers, and deniers.
The Drone Economy rewards a military force in five important ways.
The first four we talk about constantly: the massive cost differential versus manned systems, the ability to handle dangerous/mundane/fatiguing tasks, rapid upgrade cycles driven by commercial tech, and persistent presence over the battlespace.
The fifth is the one we rarely discuss, but may prove most important over the long term.
With a highly flexible, attritable autonomous force, warfighters and planners can now seriously consider missions that have sat in the "no f’n way" file for decades.
2/
For decades, battle planners have filed certain mission ideas away as suicidal, politically toxic, or logistically impossible. Deep underground complexes like Pickaxe Mountain is just the most recent example.
A highly flexible autonomous force changes the planner’s mindset entirely. Risk to American lives drops dramatically. The cost of failure shifts from tragic human loss to attritable hardware. Real-time battle iteration becomes possible instead of perfect first-wave execution.
Suddenly, planners can game out bold options:
• Flooding tunnel networks level-by-level with disposable crawlers, breachers, and sensor swarms instead of risking elite SOF in the dark.
• Establishing temporary autonomous perimeters around previously inaccessible sites for denial, inspection, or extraction.
• Multi-axis disruption campaigns in A2/AD environments that would bleed manned forces dry.
• Feints, reinforcements, or diversions that force the enemy to spread thin without committing high-value human assets.
The mental barrier dissolves because the risk calculus fundamentally changes. You don’t need guaranteed success or flawless intel – you succeed through mass, adaptability, and relentless follow-on waves.
Autonomous combined arms doesn’t just add new tools. It rewires how we imagine what’s possible.
3/
A highly flexible autonomous force changes the planner’s mindset entirely. Risk to American lives drops dramatically. The cost of failure shifts from tragic human loss to attritable hardware. Real-time battle iteration becomes possible instead of perfect first-wave execution.
Suddenly, planners can game out bold options:
• Flooding tunnel networks level-by-level with disposable crawlers, breachers, and sensor swarms instead of risking elite SOF in the dark.
• Establishing temporary autonomous perimeters around previously inaccessible sites for denial, inspection, or extraction.
• Multi-axis disruption campaigns in A2/AD environments that would bleed manned forces dry.
• Feints, reinforcements, or diversions that force the enemy to spread thin without committing high-value human assets.
The mental barrier dissolves because the risk calculus fundamentally changes. You don’t need guaranteed success or flawless intel – you succeed through mass, adaptability, and relentless follow-on waves.
Autonomous combined arms doesn’t just add new tools. It rewires how we imagine what’s possible.
3/
"#ThePremiser?"
☕️🤔📖?
☕️🤔📖?
title: '#ElfsInvadeItalianBMovies'??
and/or '#Vamosia' (sequel/spinoff?)??
and/or '#Vamosia' (sequel/spinoff?)??
cccooommmeee ooonnn
I was recently challenged to produce examples of profs who faced significant punishment for having views (or were perceived to have views) critics associated with conservatism. The implication was that these examples don't exist.
I'll give you an incomplete list in a sec, but...
I'll give you an incomplete list in a sec, but...
...first, I want to tell you why it is incomplete (beyond just my own lack of effort). For the skeptics, I think it will be eye-opening.
1. It's just focused on the US, but the same thing was happening in the UK and Canada too.
2. It's just from the last few years (~since 2015).
1. It's just focused on the US, but the same thing was happening in the UK and Canada too.
2. It's just from the last few years (~since 2015).
3. It's just those who've lost their jobs, either through termination or effective dismissal, e.g. not having their contract renewed despite very good reasons to suppose it otherwise would be. So we're not including suspensions, demotions, and other forms of punishment.
🧵 The Countess of Chester Hospital Trust told File on 4 "the Trust has made significant improvements" and mentioned the timeframe of between 2015-2020 to suggest the hospital care was worse in that period, when the babies in the programme were born.. 1/8
My first thought was, really?
In Feb 2016 the CQC inspection rated it "Requires Improvement".
The placenta fridge was an area of concern... 2/8
In Feb 2016 the CQC inspection rated it "Requires Improvement".
The placenta fridge was an area of concern... 2/8
In Nov/Dec 2018 again the CQC inspected and rated it "Requires Improvement".
The quality of services had, according to the CQC, deteriorated since the 2016 inspection. 3/8
The quality of services had, according to the CQC, deteriorated since the 2016 inspection. 3/8
1/ Amiel Yarhi @amiel_y operates under the cover of a "journalist" by day but razes Palestinian homes by night.
We would like to remind i24 News @i24NEWS_EN: putting press vests on combatants puts actual journalists in danger.
We would like to remind i24 News @i24NEWS_EN: putting press vests on combatants puts actual journalists in danger.
2/ @i24NEWS_EN's "journalist" Amiel Yarhi celebrated the murder of every man, woman, and child Israel murdered in Gaza.
Unfiltered bloodlust. Israeli "journalist."
Unfiltered bloodlust. Israeli "journalist."
3/ Here is the i24 "journalist" / militant:
"We need to kidnap babies, women, and elderly and imprison them in substandard conditions."
How many babies did Amiel torture in Gaza?
"We need to kidnap babies, women, and elderly and imprison them in substandard conditions."
How many babies did Amiel torture in Gaza?
@_Jack_Daw @Strien9 1/23
hab das selbst gerade mal in meinen seit 4 Jahren kuratierten, täglich eng geführten& gut gefütterten „War-Tracking-KI-Buddy“ geworfen, genauer: in einen Subthread meines Econ/Fin-Projektordners für neue Stressoren& Kaskadeneffekte der aktuellen ukrainischen Drohnenkampagne.
hab das selbst gerade mal in meinen seit 4 Jahren kuratierten, täglich eng geführten& gut gefütterten „War-Tracking-KI-Buddy“ geworfen, genauer: in einen Subthread meines Econ/Fin-Projektordners für neue Stressoren& Kaskadeneffekte der aktuellen ukrainischen Drohnenkampagne.
@_Jack_Daw @Strien9 2/23
Die militärische Erklärung dürfte nur eine Ebene sein. Über Marketplace-Hubs können Dual-use-Elektronik, Funktechnik, Motoren, Optik und Navigationsteile laufen, ohne dass das Lager offiziell „Rüstungslogistik“ heißen muss. Der größere Hebel ist jedoch Wildberries selbst.
Die militärische Erklärung dürfte nur eine Ebene sein. Über Marketplace-Hubs können Dual-use-Elektronik, Funktechnik, Motoren, Optik und Navigationsteile laufen, ohne dass das Lager offiziell „Rüstungslogistik“ heißen muss. Der größere Hebel ist jedoch Wildberries selbst.
@_Jack_Daw @Strien9 3/23
Wildberries ist größer und für billigen Massenkonsum zentraler als Ozon.
2025 liefen Waren im Wert von 4,56 Bio. Rubel über die Plattform.
Bei vielen KMU steckt der kreditfinanzierte Bestand komplett in wenigen Regionalhubs, samt Betriebskapital und künftigen Umsätzen.
Wildberries ist größer und für billigen Massenkonsum zentraler als Ozon.
2025 liefen Waren im Wert von 4,56 Bio. Rubel über die Plattform.
Bei vielen KMU steckt der kreditfinanzierte Bestand komplett in wenigen Regionalhubs, samt Betriebskapital und künftigen Umsätzen.
“Muslim men get 72 virgins in heaven.”
That line went viral. But there’s one problem:
The Qur’an never says that. Not once. And the real story is way more interesting.
That line went viral. But there’s one problem:
The Qur’an never says that. Not once. And the real story is way more interesting.
Here’s where the myth actually started.
The number 72 doesn’t come from the Qur’an.
It comes from one hadith about martyrs.
Just one.
And it’s listed as one reward among many.
But the internet ignored everything else.
Because one detail was… spicier.
The number 72 doesn’t come from the Qur’an.
It comes from one hadith about martyrs.
Just one.
And it’s listed as one reward among many.
But the internet ignored everything else.
Because one detail was… spicier.
The hadith actually lists rewards like:
→ forgiveness of sins
→ protection from punishment
→ a high rank in Paradise
→ intercession for family
→ eternal peace.
Yet somehow…
Only one reward became famous.
You can guess which one.
→ forgiveness of sins
→ protection from punishment
→ a high rank in Paradise
→ intercession for family
→ eternal peace.
Yet somehow…
Only one reward became famous.
You can guess which one.
Most Muslims are not practicing sabr. They're suppressing.
And they don't know the difference. That difference is destroying them quietly.
Here's the honest truth.
And they don't know the difference. That difference is destroying them quietly.
Here's the honest truth.
Suppressing looks like this:
You're hurting inside.
But you say "alhamdulillah" anyway.
You're angry at Allah.
But you smile and act fine.
You never cry. Never grieve. Never admit it.
That's not sabr.
That's a wound you keep reopening.
You're hurting inside.
But you say "alhamdulillah" anyway.
You're angry at Allah.
But you smile and act fine.
You never cry. Never grieve. Never admit it.
That's not sabr.
That's a wound you keep reopening.
Real sabr is not silence.
Ayub AS cried out to Allah.
Yaqub AS wept so hard he lost his sight.
Musa AS argued with Allah.
They didn't suppress.
They brought everything to Allah.
That's the difference.
Sabr is honest. Suppression is performance.
Ayub AS cried out to Allah.
Yaqub AS wept so hard he lost his sight.
Musa AS argued with Allah.
They didn't suppress.
They brought everything to Allah.
That's the difference.
Sabr is honest. Suppression is performance.
A very sobering report escalation on the gulf and the Red Sea is accelerating and the prospects of peace are dimming. In short this is a catastrophe that is now metastasising into a full scale regional war.
Is Iran Becoming Another 'Forever War'? (w/ John Mearsheimer) | The Chri... via @YouTube
Is Iran Becoming Another 'Forever War'? (w/ John Mearsheimer) | The Chri... via @YouTube
It’s pretty clear that there is only one option in this ongoing conflict on the middle east the U.S. has to back down. it’s like a shortened Vietnam war, the U.S cannot win and a second. MOU likely with far greater concessions to Iran is the only path out of it.
Whether Trump and the Congress are able to accept this is a moot point but if they continue on the current trajectory the result will almost certainly be much more damage to gulf states Kuwait / Bahrain/ Qatar / UAE and Saudi Arabia are all in the cross hairs now
Whether Trump and the Congress are able to accept this is a moot point but if they continue on the current trajectory the result will almost certainly be much more damage to gulf states Kuwait / Bahrain/ Qatar / UAE and Saudi Arabia are all in the cross hairs now
That all being said a humiliating defeat is a far better outcome than a complete end to peace in the gulf and further escalation that will doubtless cause a massive collapse in trust globally a very deep recession globally and quite likely food and oil shortages all over the planet
i read the 20pg natgas bull thesis presented by matt smith and @colossusmag
like their angle on deliverability/infrastucture limits (not resource size) as the binding constraint .....refreshingly novel approach
but here are 9 cracks in their logic (in no particular order) 🧵
like their angle on deliverability/infrastucture limits (not resource size) as the binding constraint .....refreshingly novel approach
but here are 9 cracks in their logic (in no particular order) 🧵
1. they assume their supply model is 'the maximum', capped at 132 bcfd
commodity markets (especially ng) have an incredible history of making "maximum" production forecasts look silly
every cycle someone says 'we've modeled every well' .....then technology changes
commodity markets (especially ng) have an incredible history of making "maximum" production forecasts look silly
every cycle someone says 'we've modeled every well' .....then technology changes
2. they freeze technology. paper cites today's drilling, completions, eurs, econ, spacing .....all carried forward
imagine making this statement in 2005, 2010, 2015, 2020. you would have underestimated future production every time
imagine making this statement in 2005, 2010, 2015, 2020. you would have underestimated future production every time
잠시 후 한국 시간 22시부터 삼성 갤럭시의 새로운 제품을 발표하는 #GalaxyUnpacked 행사가 진행됩니다.
이번 행사에서는 갤럭시의 폴더블 스마트폰 시리즈인 Galaxy Z Flip/Z Fold 8과 함께 웨어러블 제품 Galaxy Watch 9 Series가 출시될 것으로 예상됩니다.
발표되는 내용, 타래로 이어갑니다.
이번 행사에서는 갤럭시의 폴더블 스마트폰 시리즈인 Galaxy Z Flip/Z Fold 8과 함께 웨어러블 제품 Galaxy Watch 9 Series가 출시될 것으로 예상됩니다.
발표되는 내용, 타래로 이어갑니다.
오늘도 노태문 삼성전자 CEO 겸 DX 부문장의 인사로 행사가 시작됩니다.
"AI is becoming infrustructure",
역시 인삿말에서는 AI가 빠지지 않습니다.
"AI is becoming infrustructure",
역시 인삿말에서는 AI가 빠지지 않습니다.
Galaxy의 Agentic AI가 적용될 Galaxy Ecosystem을 언급하며, 새로운 'AI 안경'이 등장합니다.
알려진 바에 따르면 Google과 협업한 Android XR 기반, Gemini 탑재로 알려졌으며 정식 출시는 올가을로 전망됩니다.
알려진 바에 따르면 Google과 협업한 Android XR 기반, Gemini 탑재로 알려졌으며 정식 출시는 올가을로 전망됩니다.
