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Nov 12 12 tweets 7 min read
Two years ago, everyone was hiring.
One year ago, layoffs started.
Today?

According to recent Federal Reserve Bank of New York analysis:

- 33,281 tech layoffs in October 2025—highest monthly total in 20 years
- Over 141,000 tech workers laid off in 2025 (through October)
- Computer Science graduates: 6.1% unemployment
- Philosophy majors: 3.2% unemployment
- CS majors now face nearly twice the unemployment rate of philosophy majors

Everyone thinks AI is replacing jobs.
But that's not what's happening.

But senior engineers continue experiencing strong demand.

If AI makes coding more efficient, why this split? Let's dive in:Image AI Isn't Taking Your Job: What's Really Happening in Tech Hiring

Young professionals aged 22-25 face the most challenging entry-level job market in decades across multiple knowledge-work industries.

Entry-level position declines from 2022 peaks:
- Tech jobs at Big Tech firms: Down ~50%
- Management consulting analyst roles: Down 35%
- Investment banking analysts: Down 30%
- Marketing coordinator positions: Down 28%

New graduate hiring has collapsed:

- 2023: New graduates represented 25% of tech hires
- 2024: Dropped to approximately 7%

This represents a 72% year-over-year decline in new graduate hiring rates.Image
Oct 27 12 tweets 6 min read
This November, history changes.

An NVIDIA H100 GPU—100 times more powerful than any GPU ever flown in space—launches to orbit.

It will run Google's Gemma—the open-source version of Gemini. In space. For the first time.

First AI training in orbit. First model fine-tuning in space. First high-powered inference beyond Earth.

And the CEO just said: "Within 10 years, almost all new datacenters will be built in space."

This is Starcloud-1. Here's why it matters. What's Launching

Starcloud-1: a 60-kilogram satellite carrying an NVIDIA H100 GPU.
Launching November 2025 on SpaceX's Falcon 9 Bandwagon 4 mission.

This GPU delivers 100 times more compute power than any GPU ever deployed in orbit.

For context: the most powerful space computer before this—HPE's Spaceborne Computer-2 on the ISS—ran at about 2 teraflops using NVIDIA T4 GPUs.

The H100? Up to 2,000 teraflops for AI workloads.

That's 1,000 times more powerful than what we've had on the International Space Station.
Oct 20 11 tweets 5 min read
Today, a huge chunk of the internet just... stopped working.

AWS experienced a major outage in its US-EAST-1 region that exposed how fragile our cloud-dependent world really is.

This wasn't hackers or a cyberattack.

This was a DNS glitch in a single data center in Northern Virginia that cascaded into global chaos.

AWS powers 32% of the cloud market. When one region breaks, hundreds of apps collapse like dominoes—taking hundreds of millions of users offline.

What went wrong? Who got hit? And what it means for the future of the internet? Let's dive in:Image The Scope

When US-EAST-1 failed, the impact was immediate and massive:

- 14+ core AWS services crashed (compute, storage, databases, CDN)
- 6-8 hours of peak disruption
- >15,000 Downdetector reports in early hours
- Hundreds of millions affected worldwide

One region failed. The world felt it.Image
Oct 15 11 tweets 6 min read
On Monday, California Governor Gavin Newsom vetoed legislation restricting children's access to AI companion apps.

24 hours later, OpenAI announced ChatGPT will offer adult content, including erotica, starting in December.

This isn't just OpenAI. Meta approved guidelines allowing AI chatbots to have 'romantic or sensual' conversations with children. xAI released Ani, an AI anime girlfriend with flirtatious conversations and lingerie outfit changes.

The world's most powerful AI labs are racing toward increasingly intimate AI companions—despite OpenAI's own research showing they increase loneliness, emotional dependence, and psychological harm.

How did we get here? Let's dive in:Image What OpenAI and MIT Research Discovered

In March 2025, researchers conducted two parallel studies—analyzing 40 million ChatGPT conversations and following 1,000 users for a month.

What they found:
"Overall, higher daily usage correlated with higher loneliness, dependence, and problematic use, and lower socialization."

The data showed:
• Users who viewed AI as a "friend" experienced worse outcomes
• People with attachment tendencies suffered most
• The most vulnerable users experienced the worst harm

Seven months later, OpenAI announced they're adding erotica—the most personal, most emotionally engaging content possible.Image
Oct 13 7 tweets 4 min read
The most powerful rocket ever built launches today.

SpaceX Starship Flight 11 lifts off from Starbase, Texas at 6:15 PM CT. 121m tall, 39 engines, 7,500 tons of thrust—3X Saturn V. This is IFT-11, the final Block 2 test before the even larger V3.

Mission objectives: 13→5 engine landing burn, heat shield stress testing (intentional tile gaps), 8 Starlink deployment sims, in-space Raptor relights.

If successful: launch costs drop from $67M to <$10M per flight. That's 85% cheaper access to space.

Here's the engineering that makes it possible: STARSHIP: DESIGN & SPECS

Starship is a two-stage monster. Fully stacked: 121 meters tall, 5,000 tons at liftoff.

The skin? 301 stainless steel, just 3-4 millimeters thick—two credit cards stacked. Why steel? It's cheap ($3/kg vs $130 for carbon fiber) and gets stronger when supercooled.

It burns methalox—4,600 tons total. Thrust at liftoff: 7,500 tons—THREE times the Saturn V.

The numbers: 33 Raptor engines on the booster, 6 on the upper stage. 39 engines firing at once. Payload: 150 tons to orbit. Falcon 9 does 22 tons for comparison.Image
Oct 10 13 tweets 5 min read
Oct 9, 2025: China's Ministry of Commerce issued Announcements No. 61 & 62, expanding rare earth export controls to 12 of 17 elements and imposing extraterritorial licensing requirements.

This is direct retaliation for U.S. semiconductor export bans announced days earlier.

China controls 70% of global mining, 90% of processing, and 93% of permanent magnet production. Each F-35 requires 417kg of rare earths. China refines 100% of global samarium.

What does this mean for U.S. defense? How will this affect AI data centers? What happens to semiconductor and EV supply chains? Let's dive in:Image 1/12: TIMING IS EVERYTHING

The announcement came days after U.S. expanded chip export bans (Oct 7, targeting ASML/TSMC) and weeks before two critical deadlines:

• 90-day U.S.-China trade truce expires
• Trump-Xi meeting in South Korea

Strategic retaliation designed to maximize Beijing's leverage in upcoming negotiations.
Oct 6 11 tweets 5 min read
2025 Nobel Prize in Medicine: The Immune System's Control Mechanism

The 2025 Nobel Prize in Medicine was announced this morning. Three scientists—Mary Brunkow, Fred Ramsdell, and Shimon Sakaguchi won for their groundbreaking discoveries on peripheral immune tolerance, revealing how the immune system prevents self-attacks that lead to autoimmune diseases.

What are T cells? How did scientists uncover immune cells that suppress others? How does this mechanism ward off autoimmune disorders?

Here’s what they found and why it matters:Image 1/ What Are T Cells?

T cells are a type of white blood cell (lymphocyte) central to the adaptive immune system, which learns and remembers specific threats.

They originate in the bone marrow and mature in the thymus gland (hence "T"), where they learn to distinguish the body's own cells ("self") from foreign invaders ("non-self"), such as viruses, bacteria, or cancer cells. This prevents attacks on healthy tissues.

T cells are essential for targeted, long-term immune protectionImage
Oct 4 9 tweets 5 min read
Europe has zero companies left in the global top 25. None. Fifteen years ago, eight European titans held spots on that list.

What happened? And what does it actually mean for Europe’s future? Let’s break down one of the most dramatic shifts in global economic power: Image 1/ Europe in 2000

The European companies that were in the global top 8:

Nokia (mobile phones)
Vodafone (telecom)
Royal Dutch Shell (energy)
BP (energy)
Deutsche Telekom (telecom)

Back then, European companies weren’t just competing—they were defining entire industries. Image
Oct 2 6 tweets 2 min read
What if I told you that the internet is about to change forever?

We’re launching Comet Plus—fixing how publishers get paid in the AI era.

How it works will change everything: Comet Plus gives you premium access to trusted publishers—and pays them fairly.

- When you visit their site and read an article? They get paid.

- When we cite their journalism in an AI answer? They get paid.

- When your Comet Assistant uses their content to help you plan your day? They get paid.
Oct 1 7 tweets 3 min read
We just figured out how to transfer ONE TRILLION parameters between GPUs in 1.3 seconds.

That’s a 20x speedup over traditional methods.

Let me show you how we did it: 1/ The Problem

When we’re training massive AI models with reinforcement learning, we need two separate GPU clusters working together: training GPUs that update the model, and inference GPUs that run it.

After every training step, we have to copy all those updated weights from training to inference. For our trillion-parameter Kimi-K2 model, most existing systems take 30 seconds to several MINUTES to do this.

That’s a massive bottleneck.

Our training step might take 5 seconds, but then we’d wait 30 seconds just copying weights. Unacceptable.
Sep 30 9 tweets 5 min read
The September 2025 White House dinner wasn't what it seemed.

It was America's emergency response to an existential bottleneck: electricity.

AI data centers use 10x more power than traditional servers. Large training runs consume as much electricity as a small city for months—America's grid can't handle it.

Meanwhile, China operates with 80-100% power reserves vs America's 15%. They generate over 10,000 TWh annually (2.3x the US) and added 429 GW of new capacity in 2024 alone—7.7x faster than America.

How bad is this crisis? Full story below:Image 1/ The Real Agenda: "Getting Your Permits"

During the September 2025 White House dinner, the most revealing moment came in President Trump's opening remarks, when he addressed the elephant in the room—electricity access.

"I know everybody at the table indirectly through reading about you and studying, knowing a lot about your business, actually making it very easy for you in terms of electric capacity and getting it for you, getting your permits."

Trump promised to remove the regulatory and infrastructure barriers, and the tech leaders at that dinner table committed $1.5 trillion:

Meta: $600 billion through 2028
Apple: $600 billion
Google: $250 billion over two years
Microsoft: $80 billion annually

But without electricity, those investments are meaningless.Image
Sep 29 10 tweets 6 min read
US electricity prices are surging at the fastest pace in decades—jumping from 13.66 to 17.02 cents per kilowatt-hour in just four years. That's a 25% increase. The average American household is now paying $219 more annually than in 2021—and it's not just inflation.

Driven by explosive AI demand and a transforming energy market, this crisis could reshape how we power our lives.

Whether you own a home, rent an apartment, or run a business, you're feeling the impact. What's really driving these shocking increases? Let's break it down:Image THE CRISIS IN NUMBERS

The surge isn't just about dollars—it's about pace.

According to the U.S. Energy Information Administration, electricity prices are rising nearly twice as fast as overall inflation. While the Consumer Price Index increased roughly 13% from 2021 to 2025, electricity jumped 25%.

Your power bill is outpacing your paycheck, and the EIA projects this trend will continue through 2026.

And this is just the beginning.Image
Sep 29 9 tweets 6 min read
America's AI Electricity Crisis

The September 2025 White House dinner wasn't what it seemed. It was America's emergency response to an existential bottleneck: electricity.

AI data centers consume 10x more power than traditional servers. A single AI training run requires 1 gigawatt—equivalent to 8 nuclear reactors. America's grid can't handle it.

Meanwhile, China operates with 80-100% power reserves vs America's 15%. They generate over 10,000 TWh annually (twice the US) with electricity costs 2.25x cheaper.

How bad is this crisis? Full story below:Image 1/ The Real Agenda: : "Getting Your Permits"

During the September 2025 White House dinner, the most revealing moment came in President Trump's opening remarks, when he addressed the elephant in the room - electricity access.

"I know everybody at the table indirectly through reading about you and studying, knowing a lot about your business, actually making it very easy for you in terms of electric capacity and getting it for you, getting your permits."

Trump promised to remove the regulatory and infrastructure barriers and the tech leaders at that dinner table committed $1.5 trillion.

• Meta: $600 billion through 2028
• Apple: $600 billion
• Google: $250 billion over two years
• Microsoft: $80 billion annually

But without electricity, those investments are meaningless.Image
Sep 26 6 tweets 3 min read
🚨Modi Urges Indians to Ditch Foreign Products

Prime Minister Modi just made a significant shift in India's economic strategy: urging citizens to boycott foreign products and embrace "Swadeshi" (Made in India) goods in response to escalating US trade pressures.

Why is Modi asking 1.4 billion Indians to boycott American brands? Is this Modi's negotiating strategy or permanent policy? Here's the full story:Image What Triggered This Response

The US recently imposed 50% tariffs on Indian imports (one of the highest rates ever), prompting Modi to call for a nationwide embrace of domestic products.

The tensions escalated further when the US hiked H-1B visa fees to $100,000, directly hitting Indian tech workers.

Popular American brands like McDonald's, Pepsi, and Apple are now facing organized boycott campaigns across the country, with WhatsApp campaigns spreading the message to boycott US brands.
Sep 26 12 tweets 5 min read
🚨 BREAKING: xAI vs OpenAI

Elon Musk’s xAI has filed a major lawsuit against Sam Altman’s OpenAI in federal court, alleging a strategic campaign to steal trade secrets and poach employees with insider knowledge of the Grok AI model and Colossus supercomputing clusters.

We’ve broken down the entire 30-page lawsuit.

Here’s everything you need to know:Image OpenAI’s Alleged Scheme

According to xAI, OpenAI became threatened when Grok overtook ChatGPT in certain performance metrics just 18 months after xAI’s 2023 launch.

The lawsuit details how OpenAI allegedly responded with a coordinated effort to recruit xAI employees who had access to critical trade secrets.Image
Sep 23 9 tweets 3 min read
🚨 India’s $18 Billion Semiconductor Master Plan

India just approved 10 projects targeting the 70% of global chip demand that runs on mature nodes (28nm-110nm). It is positioning itself as the third global semiconductor hub alongside Taiwan and South Korea.

What does this mean for India’s semiconductor future? Let’s dive in:Image 1/ The Strategic Focus

• Tata's $11B fab targets 28nm-110nm nodes (70% of global demand)

• Micron's $2.75B facility already operational since April 2025

• SiCSem's compound semiconductor plant for EV/power applications

• Multiple assembly facilities targeting 70 million chips daily by 2030
Sep 22 11 tweets 4 min read
🚨 BREAKING: United States will impose an additional $250 “Visa Integrity Fee” on applicants from 140+ countries starting October 1st.

Why did Trump add this fee, raising costs to $435 per visitor? How will this impact 10+ million annual travelers visiting the U.S. each year—and which countries get hit hardest?

Here's the full story:Image 1/ What is the Visa Integrity Fee?

Starting October 1st — in just 10 days — nearly all applicants for nonimmigrant U.S. visas will face a new $250 "Visa Integrity Fee" in addition to the standard application fee.

This non-waivable fee is part of the "One Big Beautiful Bill Act" (H.R.1), signed into law by President Trump on July 4, 2025.
Sep 20 9 tweets 2 min read
🚨 BREAKING: Trump has officially signed an executive order imposing a $100K annual fee for H-1B visas.

Why did the US do this? How does this affect the 400,000 immigrants who come to the US each year on H-1B visas? And what’s next?

Here’s the full story:Image 1/ What’s Actually at Stake

Every year, roughly 442,000 skilled immigrants compete for just 85,000 H-1B visas (65,000 regular + 20,000 master’s cap).

Only about 135,000 total applications are selected, including renewals — meaning most hopefuls are already rejected.

This new $100,000 fee makes it exponentially harder.
Sep 17 11 tweets 4 min read
🚨 BREAKING: UK’s AI Infrastructure Project

In a historic announcement during President Trump’s UK state visit, NVIDIA, CoreWeave, Microsoft, Nscale, Salesforce and OpenAI unveiled the largest AI infrastructure rollout in UK history - transforming Britain into a global AI superpower.

Let’s break it down—who’s building what, where, and when:Image 1/ MICROSOFT

• Scale is $30B over four years (2025–2028), incl. $15B capex for cloud/AI infra; build the UK’s largest AI supercomputer with >23,000 NVIDIA GPUs. Microsoft-owned capacity.

• Nscale is the named build partner.Image
Sep 17 9 tweets 4 min read
🚨 Adobe vs. The AI Revolution: Adobe's share price is down 26% since ChatGPT launched (Nov 2022: ~$400 → Sep 2025: $349).

Instead of strengthening their 34% Photoshop market dominance, they've lost $75B in market value.

How did this happen for a company that had 3 years to prepare for the AI wave? Where is the $3.5B in R&D spend each year going? Here's the full breakdown:Image 1/ THE MARKET DOMINANCE

In November 2022, Adobe seemed invincible. For 40 years, they had built the ultimate creative monopoly where Design agencies built entire business models around Adobe expertise:

• 34% of the global creative software market
• 90% of professionals dependent on Photoshop
• 26 million subscribers paying $660 annually
• Revenue: $22.6 billion with 89% gross margins

Their stock traded at $400, market cap near $200 billion and CEO Shantanu Narayen called Adobe "the infrastructure for creativity itself."Image
Sep 16 6 tweets 3 min read
🚨 Indian scientists replicate snowflake patterns in quantum systems

At Nagaland University, Dr. Biplab Pal and his team have successfully replicated the intricate fractal patterns seen in snowflakes, tree branches, and neural networks within quantum systems.

What does this for India’s tech future? Let’s dive in:Image The Science Behind the Breakthrough

The study, led by Dr. Biplab Pal, demonstrates how non-crystalline materials can be used to design quantum devices through the Aharonov-Bohm caging effect, which can completely trap electrons in fractal geometries under specific magnetic conditions.Image