Joe Rogan is horrified as Steve Hilton reveals where the 330,000 migrant kids Biden lost actually ended up. ROGAN: “Holy f*ck!” HILTON: “The way Bobby puts it is that Becerra turned HHS into the largest child trafficking operation in history.” A caseworker told Hilton they were ordered to ignore obviously fake IDs and get the kids out the door as fast as possible. Their directive was “Speed over safety.” If something happens to the kids, so be it. One girl was put on a plane, handed off to three strange men, and forced to work 20 hours a day. ROGAN: “Oh my God, it’s shocking. That’s so evil.” The kids were given a hotline to call if they were in danger. The problem was getting anyone to answer. HILTON: “There were 65,000 unanswered calls to the hotline.” And the people who flagged it? “FIRED.” ROGAN: “It doesn’t even seem like it could be real.” When Bobby Kennedy Jr. previously described what happened to these kids, he called it a “huge, huge tragedy.” KENNEDY: “One guy pretended to be the parent of 42 children. We have no idea what happened to those kids.” “There was about 60 kids who were sent to one address. When we looked at that address, it was a container, a steel container in the middle of a parking lot.” “A lot of them were sent to work at slaughterhouses and picking fruits in the fields. They were slaves.” “It’s a huge, huge tragedy. My agency [under Biden] was the single biggest child trafficker in the world.” And now Xavier Becerra, the man who presided over all of it, wants to be governor of California. Steve Hilton is running against him.

오늘 하이닉스 3분기 어닝콜 요약 우리 실적 미쳤어. 그리고 28년까지 장기계약 50% 이상 했어. 그리고 29년까지 사실상 DRAM과 HBM 물량은 솔드아웃이야. 그리고 지금 수요가 넘쳐나는데, 너네가 혹시나 걱정하는 수요 감소의 경우에는 걱정할 필요가 없는 게 지금 빅테크뿐만 아니라 전 세계 모든 나라에서 AI를 구축하려고 해. 그 수요가 엄청나. 그리고 캐파 늘린다고 공급이 늘 거라 걱정하는데, HBM 같은 고부가가치 제품 때문에 공정이 더 복잡해져서 공급이 늘기 힘들어. 그리고 씨발, 우리가 빅테크한테 한두 번 속아보냐? 니네가 필요하다고 해서 바로 캐파 안 늘리고, 니네 재무제표부터 다 뜯어보고 캐파 늘려. 구라치다 걸리지 마라. 그리고 니네가 걱정하는 HBM4는 수율이 계획보다 잘 나와서 목표도 상향했고 4분기부터 출하해. HBM4E도 이미 2분기에 샘플 보냈고 순조롭게 잘되고 있어. 적층 단수 내린 거? 적층 단수를 내려야 그나마 부족한 공급을 늘릴 거 아니야. 그리고 4F²? 제발 기술 구현과 상용화 개념 좀 알고 이야기해.

Cool things I learned from this Tesla Cybercab engineering walkthrough. They now have a wireless battery management system. Each of 4 battery modules has its own BMS board which reports via radio to the battery controller. Normally, you’d have a centralized BMS and tons of sense wires going to it. This is a BOM cost savings and manufacturing efficiency win. No more pyro fuse. Tesla had done away with low voltage fuses a long time ago via power semiconductors, and now they’ve done the same for the high voltage, high current main battery pack. In low speed crashes, the system can isolate the battery, but now still be able to turn it back on if no high voltage faults are detected. This reduces maintenance costs. No e-coatings on most castings. Tesla’s special aluminum alloys are robust enough to last without coatings. No refrigerant being routed through the car. All other cars route pressurized refrigerant to cool the cabin. The Cybercab instead just routes Ethylene Glycol keeping the refrigerant and compressor in a sealed vessel. This reduces maintenance expense since refrigerant leaks are expensive to fix. It has the downside of less cabin cooling power, but for a continuously used vehicle or one that has known pickup times, the computer can pre cool long enough in advance to make it work.

btw at 100k views in 24hrs, @jediahkatz's talk is an early candidate to be THE breakout talk of aie nyc the bar is set very high for @poteto's keynote at AIE CODE next month hahaha

As a growth/value investor, I’d advise going long women here. The stock has never been lower. Sentiment couldn’t be more negative. Fundamentals are decent. Management is just catastrophically incompetent. The board has been captured by HR. In fact, the entire enterprise is now just one big HR department. Classic corporate governance failure. Thesis: Women are a blue-chip consumer staple with highly inelastic demand. A once-great civilizational institution now being run like a nonprofit arts collective with a $90 billion DEI budget. They abandoned the flagship business (being fertile cutie pies) into a low-margin, high-overhead product nobody wants (girlboss therapy sluts with fake email jobs) that mostly complains; spends all discretionary income on “boba tea” and “Sephora”; sends emails about emails and has meetings about meetings; and reallocates R&D into astrology, squiggly tattoos, SSRIs, and industrial-scale grievance production. They have an insurmountable competitive moat on ass and smelling nice, coupled with a very horny customer base that’s remained buyers for millennia. Even at peak dysfunction, demand has barely budged. Men have tried diversifying out of this asset class (video games, MMA, crypto, philosophy) to no avail. Every potential disruptor (AI gf’s, anime body pillows, sex robots, “Nietzsche”) has failed to find product-market fit. A quintessential distressed-asset play. A disciplined operator (a husband) takes the company private (makes her delete Instagram), cuts non-core operations (having “political opinions”), and refocuses on the core product (being a darling kitten). Reinstate the affection dividend (lots of sex) and they can return to aggressive organic growth (being pregnant). Expect a sassy proxy battle with the incumbent board (her group chat), outside counsel (her therapist), and entrenched institutional stakeholders (women with made-up master's degrees) to fight the deal. However a hostile takeover from an activist PE firm or small military junta can easily turn this around: liquidate the fake-email-job division, discontinue the 67,835 ongoing self-discovery initiatives, and redirect capital back toward the company's historically profitable core business: being sweet ladies. The plump assets are still there. The brand is iconic. The customer base is hopelessly loyal. We just need to get the business back to generating positive cash flow (litters of children) again. Enormous upside potential. Generational buying opportunity. I’m long $HOE

15 years building multi-sensor fusion taught me one thing: fusion is a crutch. 🔹 More sensors ≠ more information 🔹 LiDAR’s and radar's physics: rain, blooming, range-Doppler grid, and target separability 🔹 Why only vision sees meaning 🔹 Why fusion is a crutch See video 👇

1/ We discovered something totally unexpected about the neural structure of consciousness that overturns decades of thinking on its biological basis and brings us significantly closer to the recipe for generating conscious awareness. New preprint: (led by @HesseJanis, with @FrankLanfranchi, @_conor_mcgrory, @Yuelin_Shi, and @EngelTatiana)