A bunch of AI-related news has popped up this week, so let’s do a roundup.
Some AI companies are complaining that TSMC is killing the AI boom by not expanding rapidly enough:
Asianometry notes that TSMC’s caution at expanding is amply justified by the boom-and-bust nature of the semiconductor industry:
“I’m hearing many similar views in the Silicon Valley Borg that TSMC is the break or limiter on the AI boom, as if they’re the reason why we don’t have AGI yet. Because they didn’t and still don’t believe.”
“If we can ever say that a company that spent $41 billion on capital expenditure in 2025, with another $53 to $56 billion in 2026 planned, is sitting on its hands, doing nothing.”
“TSMC having 90% share of the AI chip market looks pretty unhealthy. That should go down and it will. Samsung seems to be doing well so far.”
“The cold, hard reality is that shortages are a fact of life in semiconductors, as are horrific gluts.”
“What we are flippantly labeling as TSMC we really mean is the AI supply chain. And that supply chain is as complicated as you can possibly imagine. Like an iceberg, it looks big enough on the surface of the water, but goes way far deeper underneath. TSMC has thousands of suppliers in two categories: Equipment like the famed ASML lithography tools and materials like photoresist, silicon wafers, acid etch gases and so on. These are not generalized tools and materials. They are not fungeible like AWS compute units.”
“And then there are the memory guys. You cannot ship an AI system without memory. DRAM and NAND. Nvidia’s AI chips use a special form of DRAM called high bandwidth memory, and they use quite a lot of it. The memory industry is just as consolidated as the logic industry, with the major players being Samsung, SK Hynix and Micron.”
“The chip guys are last to know when the party is getting started, but first they get batoned in the face when the police shut things down.”
He points out that semiconductor manufacturers have log supply chains. He uses a different metaphor (the beer distribution game, or a bullwhip), but back when I was working at Applied Materials, it was described as trains linked together with slinkys. First software takes off, then hardware gets yanked along, then the chip manufacturers get yanked, and then, finally, semiconductor equipment manufacturers get yanked into motion, and shortly after that happens, the bust hits the front of the train, and the trailing cars all crash into each other. It’s a regular boom/bust cycle.
“From 1961 to 2006, electronics consumption in the United States grew positively but with wild volatility swings between 0 to 20%. But for the semiconductor makers, that translates to swings anywhere from 20% to 40%. And for the equipment makers, it is amplified even more, plus or minus 60%. The whip hits particularly hard in the semiconductor industry because of the industry’s long lead times. It takes 4.5 months to fabricate and package a chip. It takes 18 months to 2 years to build a fab. Meaning from shovels down to producing chips, and it takes 12 to 18 months to produce and install something like an EUV machine into the fab. Another 6 months before that machine actually starts patterning wafers.”
“Long lead times mean having to make very long demand forecasts, which leads to extreme volatility swings during up and downturns even if those up or downturns are relatively small.” People forget that in 1998, during the time we now think of as the DotCom Boom, there was a small semiconductor downturn that had Applied Materials forcing employees to take unpaid leave.
“ASML just reported 2025 earnings, and we see the bullwhip in full effect. TSMC raised capital expenditure 35% but ASML announced €13.2 billion of net new bookings. Analysts had expected just €6.32 billion. This is because ASML collected orders not just from TSMC, but also Samsung, Intel and the memory guys. When it rains it pours, right? Again, this is why I fear that another AI foundry would not mean our compute shortage is solved, because ultimately, when those foundries start scaling their capacity, they all go to the same suppliers.”
He goes over how car manufacturers cancelled orders during Flu Manchu, and then scrambled when the economy took off afterwards. “TSMC was trying to discern between double booked orders and real demand, which is not an uncommon experience for them. Customers lie about their own demand all the time, or at least we can say that they are eternally optimistic. TSMC tried to respond in 2022. The Taiwanese giant poured $36 billion into capital expenditure. They went to their suppliers and pushed like no tomorrow.”
“It turned out those customers really were double booking orders and artificially inflating demand. When the macro environment turned in 2022, the automotive, smartphone, and PC chips that were so hot during the COVID era fell out of vogue and customers started cutting orders.”
“Meanwhile, deeper down in the supply chain, TSMC and the rest of the semiconductor industry were getting bullwhipped by COVID hangover. Utilization at TSMC’s multi-billion dollar N7 fabs crashed, Semi analysis wrote in April 2023. Now, Semi analysis data indicates that the 7nm utilization rates were below 70% in Q1. Furthermore, Q2 gets even worse with 7nm utilization rates falling to below 60%. This is primarily due to weakness in both smartphones and PCs, but there is a broader weakness in most segments. A fab’s break even utilization rates are about 60% to 70%. So those N7 Taichung fabs were taking financial losses potentially on the order of hundreds of millions, maybe even billions. The financial burdens of low utilization are another reason why I’m skeptical another AI foundry could have rushed into the AI chip fray to save the day.”
He says that Intel incurred losses during this period due to an unnecessary fab expansion, which is probably true, but that was a secondary factor next to their longer running problem of getting their process wrong.
“ChatGPT was released in November 2022, and that kicked off a massive increase in capex amongst the hyperscalers in particular, but it sure seems like TSMC didn’t buy the hype. That lack of increased investment earlier this decade is why there is a shortage today and is why TSMC has been a de facto break on the AI buildout/bubble.”
“I recall news in mid 2024 of TSMC struggling with CoWoS capacity bottlenecks and yield problems, including one design issue that caused cracks in the Nvidia chips packaging.” CoWoS is Chip on Wafer on Substrate, which involves fabbing an interposer as a substrate for faster connections between your processing chips and memory.
“I also recall news in late 2024 noting how the vendors in charge of making the server racks for Nvidia’s Blackwell servers struggled with overheating, liquid cooling leaks, software bugs, and connectivity issues. Such technical difficulties delayed server deployment until early to mid 2025, creating a weird situation for several months where TSMC was pumping out chips that just went into storage. So that gated things, because you don’t scale until you first fix the technical problems.”
Then there’s the power-scaling issue, which is a whole ‘nuther can of worms.
There’s a lot of talk about a SaaSpocalypse going on thanks to a new AI tool. (SaaS is “Software as a Service.” Instead of hosting your own payroll or sales-tracking or whatever servers, you hire a company that already has cloud software setup to do it and you just tie into that, which can considerably reduce startup costs. A whole lot of successful new tech companies over the last decade plus have been SaaS companies.)
The software sector was jolted overnight with what analysts are calling a “SaaSpocalypse” — a sudden and severe selloff triggered by new artificial intelligence tools unveiled by US AI startup Anthropic. The episode has sharpened investor fears that AI is no longer merely helping software companies but may now begin replacing them.
Anthropic has expanded its enterprise AI platform, Claude Cowork, by launching 11 new plugins aimed at automating a wide range of professional tasks. Claude Cowork is an agentic, no-code AI assistant built for corporate users, allowing companies to automate workflows without writing software. The new plugins are designed to handle tasks across legal, sales, marketing and data analysis functions. The most recent addition is Anthropic’s Claude Legal agent, which can perform routine legal work such as document and contract review, and compliance checks.
Anthropic has said that the tool does not provide legal advice and that all AI-generated outputs must be reviewed by licensed attorneys. Even so, the breadth of automation signals a step change in how much white-collar work AI systems can now perform.
Productivity — Manage tasks, calendars, daily workflows, and personal context
Enterprise search — Find information across your company’s tools and docs
Plugin Create/Customize — Create and customize new plugins from scratch
Sales — Research prospects, prep deals, and follow your sales process
Finance — Analyze financials, build models, and track key metrics
Data — Query, visualize, and interpret datasets
Legal — Review documents, flag risks, and track compliance
Marketing — Draft content, plan campaigns, and manage launches
Customer support — Triage issues, draft responses, and surface solutions
Product management — Write specs, prioritize roadmaps, and track progress
Biology research — Search literature, analyze results, and plan experiments
A lot of those are already automated elsewhere, but I suspect a lot accountants and paralegals just felt a goose strut across their grave. On the other hand, who is really going to turn over, say, Accounts Payable to an AI? One glitch, and your entire bank account is drained…
If it works (a big if, give so many AIs are prone to hallucinations), this is potentially good news for Anthropic and the companies using their tools, and bad for SaaS companies and the employees currently doing those jobs.
I note there’s no plugin for technical writing…yet.
And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products.
We’re seeing our AI investments and infrastructure drive revenue and growth across the board. To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion.”
Remember how Nvidia was going to invest $100 billion in OpenAI? Yeah, not so much.
In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI’s AI infrastructure. At the time, the companies said they expected to finalize details “in the coming weeks.” Five months later, no deal has closed, Nvidia’s CEO now says the $100 billion figure was “never a commitment,” and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year.
Reuters also wrote that OpenAI is unsatisfied with the speed of some Nvidia chips for inference tasks, citing eight sources familiar with the matter. Inference is the process by which a trained AI model generates responses to user queries. According to the report, the issue became apparent in OpenAI’s Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codex’s performance limitations to Nvidia’s GPU-based hardware.
After the Reuters story published and Nvidia’s stock price took a dive, Nvidia and OpenAI have tried to smooth things over publicly. OpenAI CEO Sam Altman posted on X: “We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don’t get where all this insanity is coming from.”
Microsoft’s Copilot chatbot has become central to its artificial-intelligence strategy as the company’s close partnership with OpenAI diminishes. But the effort to build it up as a ChatGPT alternative has been tough going.
Confusing brand positioning and interoperability problems have frustrated users, current and former employees who have worked on Microsoft’s AI products said.
Interoperability problems? With a Microsoft product?
Only a small proportion of subscribers to Microsoft’s enterprise suite use Copilot, and the percentage who favor it over Google’s Gemini or other tools has decreased in recent months, according to data reviewed by the Journal.
The stakes are high for Microsoft because Copilot is core to a push by Chief Executive Satya Nadella to transform Microsoft into an AI-first company, much as he transformed it into a cloud-first company around a decade ago. Copilot is one of Nadella’s top priorities, current and former executives said.
Microsoft shares tumbled after its earnings report last week sparked investor concern that growth in its most important unit, the Azure cloud-computing business, is slowing, and that its AI business is reliant on OpenAI while Copilot remains unproven. Shares fell nearly 3% Tuesday amid a slide in software stocks prompted by fresh concerns that AI tools will make enterprise subscriptions less necessary.
For other AI companies, we merely suspect they’re evil. For Microsoft (and Google), we already know they’re evil…
Statistics show that, one year into Donald Trump’s second term, the economic lassitude of the Biden Recession is still weighing down the American economy, as it isn’t creating jobs.
While we will not be getting the payrolls report this week (due to a very brief govt shutdown), ADP’s Employment report paints a poor picture for hiring (even if jobless claims paints a healthy picture for ‘not firing’) adding just 22k jobs (well below the 45k expected).
22 thousand jobs isn’t even a dead cat bounce, it’s a rounding error. And the low jobless claims are just because most of the workers fired/laid off during the Biden Recession have run out of eligibility.
Goods producing firms added just 1k jobs (Construction +9k, Manufacturing -8k – which has lost jobs every month since March 2024) while Services firms saw only 21k jobs added (with health care a standout, adding 74k job, while Professional Services lost 57k jobs).
“Job creation took a step back in 2025, with private employers adding 398,000 jobs, down from 771,000 in 2024,” said Dr. Nela Richardson Chief Economist, ADP.
Interestingly, small firms saw job additions while large firms saw job losses…
We’re not seeing the massive manufacturing job losses critics of President Trump’s tariffs predicted, but we’re also not yet seeing any gains from the lowering of foreign tariffs.
Job seekers are discouraged by a plague of ghost job listings intended to provide the illusion of growth, with no intention of anyone ever being hired.
Inflation is low, yet consumer confidence is at the lowest level in more than a decade. Stocks are booming, yet no one seems to be hiring. (This seems to be my personal experience as well.) Trump and congressional Republicans have managed to lower taxes, yet the “animal spirits” of the American economy do not seem like they’re been unleashed.
Is AI eliminating jobs? Maybe, especially in the service sector (those AI agents everyone hates have probably replaced some humans on support lines). But tech has been a job growth driver for much of this century, and an AI infrastructure build-out seems to be sucking up all available venture capital (and then some) with very little to show for it in the way of actual profits thus far.
Maybe job creation will only resume after California’s billionaires have finished fleeing to avoid the proposed wealth tax.
Would aggressive rate cutting by the Fed help? Probably, but outgoing Fed chair Jerome Powell seems to be pursuing rate cuts with all the vigor of Æthelred the Unready.
The American economy seems becalmed in Hell, and no one seems to know why.
Early Saturday morning the Las Vegas Metropolitan Police Department SWAT team, assisted by agents from the Federal Bureau of Investigation, executed a search warrant at a home in northeast Las Vegas owned by Jia Bei Zhu, the CCP-linked Chinese citizen who ran an illegal biolab in Reedley, California. After finding multiple refrigerators and freezers containing vials, bottles, and jugs of unknown liquid substances, and laboratory equipment in the garage of the home, FBI scientists and a specialized investigation team collected over 1,000 samples from the garage; that evidence has been transported to the National Bio-forensic Analysis Center in Maryland for examination.
As you might recall, Zhu was arrested in 2023 and remains in federal custody after a judge determined him to be an extreme flight risk. He was indicted on charges of of wire fraud, conspiracy, making false statements to federal agents, and for distributing adulterated and misbranded COVID-19 test kits in violation of the federal Food, Drug, and Cosmetic Act, and is set to go to trial on March 10, 2026. His business partner and girlfriend, Zhaoyan Wang, also a Chinese citizen, was charged with wire fraud and distribution of adulterated and misbranded medical devices. Wang is believed to be in China.
Authorities said that three individuals were residing in the Las Vegas home at the time the search warrant was executed, and that all three had individually rented rooms from the property manager, Ori Solomon. Solomon was arrested on charges of improperly disposing of and discharging hazardous waste.
“Room to rent in bright, spacious, modern home. Own bathroom, central air. Tenant must agree not to disturb Ebola and anthrax cultures in garage fridge.”
I’d like to know whether those three tenants were Chinese nationals or not.
That the FBI sent a specialized evidence collection team to the scene is of extreme importance, because while the material at the lab in Reedley was labeled as containing various pathogens like Ebola, COVID, HIV, and more, the CDC refused to test the contents of various vials and containers to definitively determine whether the labels were correct or not.
What. The. Hell. Why weren’t they tested? Did someone in the Biden Administration with ties to China make a phone call? Or was the CDC simply less interested in controlling disease than in demonizing American citizens who refused to follow their Flu Manchu mandates?
That means that Zhu and Wang cannot be charged with any type of bioterrorism crime given the current evidence. Investigators in Las Vegas say that the refrigerators and freezer were all plugged in and operational at the time of the raid, and the evidence samples have been kept in temperature-controlled containers since, and a chain of custody has been established. So, now that Joe Biden’s FBI is no longer in charge, we might see upgraded charges against these two.
“There’s a secret Chinese biolab with deadly pathogens on American soil. Should we look into that?” “Nah, we can’t let trivia like that distract us from indicting more January 6th defendants.”
Zhu’s home, located at 979 Sugar Springs Road in northeast Las Vegas, is less than three miles from the runways of Nellis Air Force base, home to the U.S. Air Force Warfare Center. Whether he and Wang intended to target personnel there or simply moved a bunch of equipment to that home when things started getting too hot in California is a matter of speculation at this point, but that’s not the only national security danger. From their perch overlooking the base they certainly could have used the home to keep an eye on what was happening at the base and as a signals intelligence gathering station.
This strange coda reminds us just how weird the original Reedley biolab discovery story was, and how quickly it got memory-holed. I’m glad the FBI has another home to search and possibly a fresh chance to charge Zhu and Wang, but why was the case so poorly handled before, and why did it take two and a half years to discover that Zhu owned another home? (I note that Clark County seems to have seven homes listed for a “JIA ZHU” in their user-hostile online website, but the property records seem to indicate that’s a woman, so possibly a different person.)
The mysterious Chinese biolab is just another entry in a long, long list of incompetence and shady dealings carried out by the headless Biden Administration.
I’ve never attended SHOT Show, the yearly gun industry show in Las Vegas, mainly because I didn’t have enough time, money and interest to attend back when I was employed, much less now.
But Forgotten Weapons’ Ian McCollum attended not only the 2026 SHOT show in January, but also the 2025 show, where he saw a lot of cool forthcoming projects. So now he’s done a roundup to see which cool projects actually made it to market, and which turned out to be vaporware.
A fair amount of the 2025 prototype stuff actually made it to market, and some of it (like the Aimpoint COA) seems to be doing crazy well.
As usual, McCollum goes into a great deal of background and technical detail on the various offerings, so gun geeks should find a lot of meat here.
One problem the Navy has in a potential fight with China is that its carrier strike groups would need to be dangerously close to the Chinese mainland to launch strike aircraft close enough for them to return. The MQ-25 Stingray is designed to solve that problem.
“This is the Boeing MQ-25 Stingray. It is the world’s first operational, carrier-based unmanned aircraft.”
“Despite looking like a futuristic stealth bomber, its job isn’t to bomb or dog fight. Its job is a bit boring. It’s a flying gas station.”
“In the Pacific theater, the distances between safe bases and potential combat zones are measured in thousands of kilometers. The Pacific Ocean is really big. Yet, modern carrier fighters like the F/A-18 Super Hornet and the F-35C actually have shorter combat radiuses than the old Cold War workhorses like the A-6 Intruder.”
“To fix this, the Navy has been forced to use its own fighters as improvised tankers. Currently, somewhere between 20 and 30% of all Super Hornet sorties are just refueling missions. They hang extra fuel tanks on the wings and fly out just to top off their friends. This is kind of like buying a fleet of high-end Ferraris and then using a third of them to deliver Uber Eats. It works, yes, but it is an incredibly stupid use of money and airframe life.”
“The MQ-25 is designed to stop that waste by spending billions of dollars. It can launch from the carrier and deliver between 14,000 and 16,000 lb of fuel to other aircraft 500 nautical miles away. To put that in perspective, that’s roughly 2,400 gallons. That’s enough gas to fill up about 160 family cars.”
“If you’re a carrier-based drone with that kind of range and internal volume, you don’t have to fill it with gas. You could fill it with radar arrays. You could fill it with sensor packages or one day you could indeed fill it with stealthy anti-ship missiles.”
The Intruder could “strike targets hundreds of miles away and loiter for hours, keeping the aircraft carrier itself well out of harm’s way. But those aircraft are gone. They were retired years ago, leaving the modern air carrier deck dominated by the F/A-18 Super Hornet and the F-35C. Now, these are fantastic high-tech multiroll fighters. But compared to their ancestors, they’ve got short legs. Their unrefueled combat radius is significantly tighter.”
“Potential adversaries, specifically China, have spent the last 20 years developing long-range anti-ship ballistic missiles. These are weapons designed to hunt carriers, and they can hit targets from well over a thousand km away. So, here is the problem the Navy is facing. If you put a US carrier in the Philippine Sea and draw a circle representing how far its jets can fly without refueling, there is a very good chance that that circle doesn’t even touch the Chinese mainland. But if you draw a circle for the range of China’s land-based missiles, it easily encompasses the carrier, which is not brilliant news for the US Navy.”
“The obvious solution here is aerial refueling. If you can gas up the fighters in midair, you can extend their range and the carrier can stay safe.”
The Stingray started out as an unmanned stealth bomber program, the Northrup Grumman X-47B, but got repurposed as a duller but badly needed tanker. Boeing got the revised contract.
“Yet, when Boeing unveiled their design, it didn’t look like a flying fuel truck. With its blended fuselage, flush air intake that hides the engine fan blades, and a distinct V-tail, the Stingray looks suspiciously like the stealth drone that the Navy said it didn’t want. Defense analysts, including those at The War Zone, have pointed out lingering questions about the origins of this shape. The strong implication there is that Boeing had already done the heavy lifting on a stealthy U-class design, and rather than just throwing it away, they essentially repurposed it. They gave the Navy a gas station, but they disguised it as half a stealth bomber.”
“The MQ-25 is a beast. It’s 51 feet long. That’s roughly the length of a standard city bus. Its wingspan is 75 feet, which is massive for a carrier deck aircraft. To fit into the ship’s garage, the hanger deck, the wing tips fold up, which means it’s just 31 feet across. Powering this frame is a single Rolls-Royce AE307N turbo fan,” a workhorse commercial engine.
“The Navy’s objective for the Stingrays to offload 14 to 16,000lb of fuel at a range of 500 nautical miles. To put that in perspective, that’s about 2,400 gallons of jet fuel.”
It’s stealthy, but not that stealthy, carrying fuel pods under its wings.
“The actual tanking part of the drone is surprisingly old school. Under the wing, the MQ-25 carries the Cobham buddy store refueling pod, the exact same hardware used on the Super Hornets today. It uses a hose and drogue system. The drone unreels a hose with a basket on the end and the receiver pilot plugs their probe into it.”
“The MQ-25 has no rear-facing camera or proximity sensors dedicated to the refueling basket. It doesn’t see you approaching. Just like with a human flown tanker, the robot flies a steady line, and it relies entirely on the skill of the human pilot in the fighter jet to plug in.”
“On the carrier, the Stingray is managed via the unmanned carrier aviation mission control system or UMCS. The Navy has even installed a dedicated room aboard the USS George H. W. Bush called the Unmanned Air Warfare Center, or UAWC. Inside, air vehicle operators sit at consoles. They don’t have a stick and rudder. Instead, they pre-program the mission with way points, refueling tracks, and contingencies. Once the drone launches, it is largely autonomous. It executes the plan on its own.”
It’s positioned and launched off the deck of the carrier using a hand-held device.
Aerial refueling with it was successfully tested in 2021.
“As of 2025, the official program of record calls for the Navy to buy 76 Stingrays, 67 operational aircraft, and nine for testing and development. The total price tag for this fleet is estimated at roughly $15.9 billion. Doing the maths, that works out to an acquisition cost of around $209 million per aircraft, a number that includes its share of the research and development costs.”
“Originally, the Navy hoped to have production representative aircraft flying by 2022. Nope.”
“The schedule has slipped repeatedly.”
“By late 2025, reports confirmed that the first flight of the Navy’s production representative jet had slipped again into early 2026, as the team wrestled with structural tests and software certification. The target for actual combat readiness is now listed vaguely as by the end of fiscal year 2027.”
“To try and clear the bottleneck, Boeing opened a new $200 million dedicated facility at St. Louis airport in 2024 designed specifically to churn out these drones.”
Critics argue for cheaper alternatives. “Supporters counter that the fuel is just the appetizer. They argue the MQ-25 is a pathfinder. Its real value isn’t just in gallons delivered, but in teaching the Navy how to integrate unmanned aircraft into the carrier airwing at scale. It is the entry fee for the future of naval warfare.”
“If you talk to naval strategists and especially, if you look at what analysts are whispering about it, it is very clear that tanker is kind of just the beginning here. The most immediate impact is range. The Royal Aeronautical Society notes that by offloading 15,000 lb of fuel at 500 nautical miles from the carrier, the MQ-25 effectively doubles the combat radius of the airwing. This is the big metric that Chinese military planners are reportedly getting quite worried about.”
“The fighters can top up their tanks deep in the combat zone, allowing them to strike targets that were previously untouchable, while the carrier stays hundreds of miles further back in safety.”
“But the Stingray is a big aircraft with a lot of internal volume and long endurance, which makes it perfect for a secondary role, the sensor truck. The Navy’s own documents explicitly list intelligence, surveillance, and reconnaissance, or ISR, as a secondary mission.”
“Because it doesn’t need a cockpit or life support, there’s plenty of room inside for radar arrays, electronic warfare jammers, or heavy communications gear. Analysts envision the Stingray acting as a cell tower in the sky, orbiting silently for hours, linking manned fighters, ships, and other drones into a single network, relaying data back to the fleet while the fighters focus on the fighting.”
“Then there’s the spicy option, the missile truck. In 2024, photos surfaced of an MQ-25 model at a trade show. It wasn’t just carrying fuel pots. Under its wings were two massive AGM 158C LRASM stealth anti-ship missiles. And under its nose was a new sensor ball.”
“While the Navy hasn’t officially committed to this armed Stingray configuration yet, the logic is pretty seductive. If you have a drone that can fly long distances and has low observable shaping, why not use it to launch long-range missiles? It could allow the carrier to launch salvos of stealthy anti-ship weapons from well outside the range of enemy defenses, turning the humble tanker into a lethal standoff striker.” While true, the already-in-service MQ-9 Reaper has a 1,000 nautical mile range.
“Navy leaders are already talking about a future, perhaps by 2040, where up to 60% of the carrier airwing is unmanned. The Stingray along with the mission control infrastructure UAWC being built into carriers right now is the foundation for that future.”
My concern is that each of these is basically refueling one F/A-18 or F-35 if you’re using them to double the strike range; that’s a lot of tail to extend the teeth, especially since they’re taking up additional carrier hanger space. A lot of the same benefit for the China scenario can be achieved by flying longer range, less stealthy ground-based refueling aircraft (like the KC-46 Pegasus) out of U.S. airbases at Luzon or Okinawa. Of course, both of those (and other theater airbases) might be hit with Chinese missiles in a conflict.
But the sensor and long-range strike configurations are intriguing…
Thank God Louis Rossmann is paying attention to this stuff. Just like they tried back in September, Austin City Council is trying to sneak AI camera funding into the budget.
“Remember when we protested AI surveillance being installed in the city? Remember when we went to the mayor’s office? Remember when we had like a hundred people show up and say that they’re against this over and over again and it kept getting pushed off?”
“One of the things that I said that I was afraid of having happen was it just showing up again a few months later. And here it is. If you take a look on Austin City Government’s website, regular meeting of the Austin City Council, February 5th, 2026 agenda. And when you click on it, item number three, authorize a contract for the rental of a mobile security trailer and monitoring services for various Parkland areas for Austin Parks and Recreation with Live View Technologies doing business as LVT for an initial term of three years with an up to one-year extension options in an
amount not to exceed $2 million.”
“One of the things to understand is that Austin as a city does have a budget crisis. They tried to fix that with Prop Q where they were going to increase taxes and it was one of the very few tax increases in the last decade, from what I’ve done research on, that actually failed at the polls and it failed overwhelmingly. Over 66% were just, like, screw this, we don’t want this.”
“So, in the middle of that budget crisis, we are going to be spending hundreds of thousands to millions of dollars to have AI surveillance cameras installed in our parks that watch us while we’re taking part in our business. And that’s just something that I find offensive for a number of reasons.”
Plus there are numerous instance of abuse and poor service.
“Let’s go over what some of Live View’s records since the last time we protested this in September of 2025. From the Denver Post, they were taken down due to what state officials deemed poor performance. Live View cameras failed to operate 24/7 as required. Seller said many cameras were down for extended periods, sometimes months, and CDOT could not directly troubleshoot or repair them since they were owned and operated by an outside vendor. She said that created major gaps in coverage when they needed it most.”
“‘Please tell me how Agentic AI is, quote, “recognizing numerous objects, behaviors, and context and will automatically perform a series of actions, audio and visual, to stop would be bad actors,” but is somehow not going to eventually use biometric indicators to identify people.’ Very good question.”
“If you live in Austin and you want this crap the fuck out of your community, what I would suggest you do is you sign up to speak against that agenda item. I’ll leave a link down below now for the regular meeting of the Austin City Council.”
“Speaker registration for February 5th, 2026, Austin City Council will open Monday, February 2nd at 10:00 AM. So, what’s going to happen is you are going to go to this website, February 2nd at 10 AM, and you are going to sign up to speak on this agenda item. The agenda item is going to be item number three.”
“And then you’re going to show up and say you don’t want this in your city. If you’re unable to show up because you can’t show up in person, you can also register to talk remotely.”
“Here’s the thing that I think is really important for all of you to understand. The MMO of all of these companies is to wait a few months until the opposition has gone away, hope that you don’t notice it anymore, and then just kind of sneak the stuff in and get the money. That’s the way this has worked around the country. They get a lot of opposition, they leave for three to six months, and then they rush it through when nobody’s looking.”
And here’s how Rossmann is paying attention: “we’re going to notice it is because we have a system called alpr.watch that is specifically designed to scan every single one of the municipal government websites across the entire United States of America and inform us of when this is happening.” Smart. The right should create a tool to track and alert when municipal governments try to pass social justice initiatives.
“All of these little dots over here are when this has been proposed before.”
“I understand the way these companies work. They hope that the opposition will just go away because most people don’t have the time to show up on a weekday at 9 or 10 AM. Then spend one or two or three hours of their time opposing something because they have to go to school. They have to go to work. They have to deal with their everyday life. But that’s the purpose of this website. We set this up several months ago so that they won’t be able to sneak stuff like this through.”
The question I have is whose palms have been greased to keep getting these things to show up on the agenda. As I noted before, there’s no real use case for spending so much money to put these bulky things in parks, so why do it? Austin’s crime hotspots aren’t in parks, they’re downtown, near public housing, and near homeless shelters and encampments.
And why are so many cities interested in doing it? This seems more like a sneaky bid to roll out nationwide AI surveillance, or a stalking horse for something else.
Uncle Sam assembles another big stick for Iran, the radical leftwing networks in Minnesota continue to get exposed, silver shatters, two state Democrats get clipped in separate forgery cases, the rise of the Amelia memes, Microsoft update breaks everything (again), and are malls actually reviving?
And Neville Roy Singham’s fingerprints are visible everywhere.
It’s the Friday LinkSwarm!
As of right this moment, America hasn’t gone kinetic on the Mullahs yet, but we’re assembling an awful big stick.
USS Abraham Lincoln has gone dark, with no transponder or communication, signaling possible preparation for action against Iran.
A third US carrier strike group, USS George H.W. Bush (CVN-77), is moving into the Middle East theater.
Snip.
Some very interesting developments in the last 48 hours indicate something big is about to happen.
The EU all of a sudden has decided the next thing on their agenda is to declare the IRGC a terrorist group. Curious timing, that.
Minnesota agitators, including elected officials, have been organizing efforts to stalk, harass, and even hunt ICE agents in a Signal group chat that was infiltrated by Cam Higby and others.
It has been insane looking at the messages and the actual people involved.
And now DataRepublican has the donor list … you know, the people actually paying to make sure this all happens.
DataRepublican has also helpfully linked to their social media profiles.
You can download he data yourself. And DataRepublican has already turned in all the captured information to the Feds…
This is the story of how Minnesota became a political laboratory—first for the 2020 George Floyd protests, then for a sustained campaign against federal immigration enforcement. The players are the same. The money flows through familiar channels. And the strategy, according to those who designed it, was always meant to be replicated.
Snip.
Understanding how The People’s Forum operates requires following the money. And the money leads to Shanghai.
Neville Roy Singham is an American tech entrepreneur who sold his software company, ThoughtWorks, for approximately $785 million in 2017. He now lives in Shanghai, where, according to a 2023 New York Times investigation, he “works closely with the Chinese government media machine and finances propaganda worldwide.”
The Network Contagion Research Institute (NCRI), a Rutgers University-affiliated research organization, published a comprehensive report in May 2024 documenting what it calls the “Singham Network”—a web of nonprofits, fiscal sponsors, and alternative media outlets that share funding, personnel, and messaging.
According to NCRI, The People’s Forum received over $20 million from Singham and his wife, Jodie Evans (co-founder of the anti-war group CODEPINK), between 2017 and 2022. The money moved through a complex network of donor-advised funds and shell companies, including the Justice and Education Fund, the United Community Fund, and the Goldman Sachs Philanthropy Fund.
The People’s Forum has acknowledged receiving Singham funding. In a December 21, 2021 post on X (then Twitter), the organization defended its financial relationship with Singham against critics.
Congressional investigators have taken notice. On September 4, 2025, House Ways and Means Committee Chairman Jason Smith sent a formal letter to [People’s Forum Executive Director Manolo] De Los Santos demanding records and alleging that The People’s Forum had “acted as a foreign agent of the Chinese Communist Party” while enjoying tax-exempt status.
“Public reporting suggests that The People’s Forum has received over $20 million from Mr. Singham and his wife,” Smith wrote. “Multiple reports have found that The People’s Forum is part of Mr. Singham’s network of non-profit organizations that serve as his conduits to spread pro-CCP narratives.”
The Senate Judiciary Committee separately requested that the Department of Justice investigate whether The People’s Forum should register under the Foreign Agents Registration Act.
De Los Santos himself has deep ties to Cuba. According to his biography at the Black Alliance for Peace, he “was based out of Cuba for many years” and “worked toward building international networks of people’s movements and organizations.” The New York Post reported that De Los Santos first traveled to Cuba in 2006 and was there as recently as March 2024. He has been photographed meeting with Cuban President Miguel Díaz-Canel.
Footnotes excised. Snip.
What makes Minnesota different from other immigration flashpoints is the degree to which organizers have been explicit about their strategy.
The NCRI report notes that activists in the Singham network view the 2020 protests as proof that “the ability for mass struggle now exists inside the United States.” This framing treats George Floyd’s death not as a singular tragedy but as a tactical validation—evidence that the right combination of outrage, infrastructure, and outside support can produce transformational results.
De Los Santos’s April 2024 call to recreate “the violent protests of the summer of 2020” was not a slip of the tongue. It was a statement of doctrine.
The IDN’s establishment before Operation Metro Surge began—funded by nearly $1 million from the Bush Foundation—demonstrates pre-positioning rather than organic response. The explicit training of thousands in “rapid response” and “legal observation” tactics, the encrypted communication networks, the coordinated media strategies: none of this materialized spontaneously after Good’s death.
It was waiting.
The evidence assembled here—from congressional investigations, foundation records, tax filings, academic research, and organizers’ own statements—establishes that what is happening in Minnesota is neither spontaneous nor accidental.
The same network that helped turn George Floyd’s death into a national uprising has spent five years building the capacity to do it again. They have studied what worked in 2020, professionalized their operations, secured substantial funding, and pre-positioned infrastructure across Minnesota.
When Renée Good was killed on a Minneapolis street, that infrastructure activated precisely as designed.
Minnesota was chosen—first as the place where 2020 proved the model, then as the laboratory where that model would be refined and redeployed. The current crisis is not an accident of geography or politics.
A collection of far-left groups — led by a Communist activist network tied to CCP-linked millionaire Marxist Neville Roy Singham — is attempting to organize a nationwide anti-ICE school and business shutdown, with anti-Israel activist Linda Sarsour declaring that “we will bring this country to a halt.”
The general strike effort, scheduled for this Friday, is an attempt to replicate a Minnesota-wide anti-ICE shutdown which occurred last Friday and which was organized by many of the same far-left groups — but now with designs to do so on a national scale. The planned “National Shutdown” announced early this week includes plans for large-scale marches and a day of “no work, no school, no shopping” around the country.
The Manhattan-based Marxist revolutionary People’s Forum, the left-wing BreakThrough News media outlet, the Party for Socialism and Liberation (PSL), the far-left Code Pink anti-war group, and the Act Now to Stop War and End Racism (ANSWER) Coalition are all involved in either promoting or organizing the nationwide shutdown effort.
Just the News recently reported on how the forum, its propaganda machine, and the PSL were key players in pushing last week’s Minnesota-focused shutdown effort. Just the News also previously reported on how these and other radical activist groups have leadership links or financial ties to the funding network backed by Singham, whom others in his network call “Comrade.”
Social media used as organizing platform
The plans for Friday allegedly started with calls by a number of student groups at the University of Minnesota — the Somali Student Association, the Liberian Student Association, the Ethiopian Student Association, and the Black Student Union — who called for “Justice for Alex Pretti & Renee Nicole Good — NATIONWIDE SHUTDOWN” on Instagram on Sunday.
An investigation by Just the News shows that the forum was likely involved in creating the “National Shutdown” website which is now serving as an organizational hub for the coming Friday strike.
Did anyone notice a “nationwide shutdown” today? Mother Nature did a 100,000% better job shutting things down with Winter Storm Fern…
You gotta hand it to those Soros-sponsored district attorneys across the nation because when it comes to playing with fire, they play like they’ve never been burned.
The latest example is Philadelphia DA Larry Krasner. Not exactly a household name across the country,
But one that should be well-known to BattleSwarm readers.
Soros-linked groups have been his single largest financial backing source — helping him bypass traditional party fundraising and local contribution limits.
About a decade ago, Soros contributed about $1.7 million to the Philadelphia Justice and Public Safety PAC while Krasner was still a relative unknown in a seven-candidate race for district attorney. The Philly PAC is part of Soros’s nationwide Justice and Public Safety groups that fund “progressive” DAs in blue city contests.
According to public sources, in 2017, Soros’s donation to just one candidate accounted for nearly 30% of all campaign spending in the seven-person race. For his 2021 reelection, Soros groups gave Krasner another $1.2 million, including $259,000 for Philadelphia Justice and Public Safety PAC to run ads on Krasner’s behalf. Soros supported Krasner again last year, although I wasn’t able to find the dollar amounts before going to press.
Prior to getting all that Soros money to run for D.A., Krasner defended Black Lives Matter and Occupy Philadelphia members in court — and let’s just say Soros got his money’s worth. Or maybe it’s our money, given how intermingled Soros’s private funds are with taxpayer-funded NGOs purpose-tuned to push his causes.
Snip.
Here’s the quick and dirty transcript of Krasner talking about ICE officers: “This is a small bunch of wannabe Nazis — that’s what they are — in a country of 350 million. We outnumber them… If we have to hunt you down the way they hunted down Nazis for decades, we will find your identities, we will find you, we will achieve justice.”
What have I been repeating since the first attempt on President Donald Trump’s life last summer?
The left paints its enemies — we are no longer mere political rivals — as enemies, over and over, until some crazy decides to take justice into his own hands.
The FBI raided a Fulton County election office, evidently looking for evidence of the elction fraud carried out against president Trump in 2020. And it might be connected to…Nicolas Maduro?
Silver prices just plunged plunged over $30 an ounce today after a huge run-up. This means I’m either a genius when I sold a small amount of it last week (when prices were above where they are now), or an idiot for not selling all of it…
For three years, the world has waited for the Russian economy to implode. Instead, we watched a “Kalashnikov economy” defy gravity, fueled by high oil prices and a “friendship without limits” with Beijing. But as of January 2026, the gravity of basic math has finally caught up with Vladimir Putin.
The catalyst isn’t just the stalemate on the front lines; it’s a legislative “kill shot” from Washington and a quiet betrayal from the East. Between the new Graham-Trump Sanctioning Russia Act and a mounting domestic liquidity crisis, the Kremlin isn’t just running out of options—it’s running out of time.
The most significant development of 2026 isn’t a new missile system; it’s a tariff. The Graham-Trump Bill, greenlit by the White House on January 7, has fundamentally rewritten the rules of economic warfare. By threatening a mandatory 500% tariff on any country—including China and India—that continues to purchase Russian petroleum or uranium, the U.S. has finally weaponized the one thing Russia’s allies value more than cheap crude: access to the American consumer.
The shockwaves were instantaneous. On January 15, reports emerged that China’s largest state banks, including ICBC and Bank of China, began halting Ruble-denominated settlements. They aren’t waiting for the bill to be signed into law; they are pre-emptively cutting Russia loose to save their own export margins. When Beijing chooses its $500 billion trade surplus with the U.S. over its “strategic partner” in Moscow, the Russian war machine loses its primary life support system.
While the external walls are closing in, the internal floor is rotting. On New Year’s Day, Russia’s VAT officially jumped to 22%. This isn’t a sign of strength; it’s an act of desperation. The Kremlin is cannibalizing its own middle class to plug a federal budget revenue gap that fell 20% short of targets in 2025.
We are now seeing the first signs of a systemic banking fracture. In cities like Yekaterinburg and Novosibirsk, reports of ATM shortages are no longer fringe rumors—they are the physical manifestation of a “liquidity trap.” When the state raises taxes while inflation remains double-digit and interest rates hover near 20%, the result is a “medically induced coma” for the civilian economy.
Federal officials have charged two contractors with conspiring to disrupt Immigration and Customs Enforcement officers in Knoxville earlier this month.
The U.S. Attorney’s Office for the Eastern District of Tennessee unsealed a multi-count indictment on Friday against Tyler Shane Wells, 33, of Morristown, and 18-year-old Alexander Bonilla Servin of Smyrna.
They are charged with conspiracy to conceal and harbor illegal aliens, conspiracy to forcibly impede federal agents while engaged in performance of official duties, and conspiracy to prevent, by force, intimidation, or threat, federal agents from discharging their official duties from January 5 through January 13.
Bonilla-Servin is also charged with forcibly impeding federal agents engaged in the performance of their official duties.
Wells appeared in court on Friday and pleaded not guilty to the charges and a detention hearing is set for Monday. A trial date has been set for March 31, 2026.
Federal authorities accuse the two of plotting to block the entrance to a Hardin Valley construction site with Bonilla-Servin’s pickup truck in an effort to impede ICE agents. According to a Department of Justice release, the vehicle was put in position after federal agents were seen surveilling the site. Servin is also accused of hitting agents’ vehicle with the truck as it attempted to enter the site on January 13.
After more than a year of digging, Statehouse candidate Bailey Templeton’s most public records collection shows 1,085 Illinois children under 18 without SSNs had Medicaid bills of $66 million in 2025. That’s up 725% from $8 million for 450 children in 2021.
“It’s roughly $40 million spent on inpatient treatment, that’s a lot of time for children to be in hospitals,” Templeton told The Center Square Friday.
The data only generates more questions for Templeton.
“It raises questions about what would be called medical trafficking, where things are conducted on to children when they’re too young to be able to consent to these things,” she said.
Why, it’s almost like Democrats imported millions of illegal aliens and put them on welfare rolls…
Man tries to kill mayor in the Philippines with an RPG. (Never mind that The Sun calls it a bazooka.)
Idiot Hawaiian Democrat Senator Brian Schatz asks Marco Rubio a really stupid question, and Rubio hands him his ass:
“That’s statutory. The Helms Burton Act, the US embargo on Cuba, is codified. It was codified in law and it requires regime change in order for us to lift the embargo.”
Transportation Secretary Sean Duffy just dropped what I’ve been calling the nuclear option.
In an appearance on Katie Pavlich Tonight Thursday, Duffy made clear that withholding $200 million in federal funding isn’t the end of this fight. If California doesn’t come into compliance on the non-domiciled CDL issue, Duffy said, “we will eventually pull their ability to issue commercial driver’s licenses to anybody in California.”
Not just the 17,000 non-domiciled CDLs at the center of this fight. Every single CDL in the state.
I’ve written extensively about this standoff since the FMCSA released its audit findings last September, which showed that roughly 25% of California’s non-domiciled CDLs were improperly issued. I’ve covered the $160 million funding hit. I’ve warned about the decertification authority in 49 U.S.C. 31312 and 49 CFR 384.405, which most people in this industry didn’t even know existed.
This didn’t start with the Trump administration’s September 2025 emergency rule restricting non-domiciled CDLs to certain visa categories. That rule, which limited eligibility to H-2A, H-2B, and E-2 visa holders, has been stayed by the D.C. Circuit since November. The court found that petitioners were “likely to succeed” on their claims that the FMCSA violated federal law in its rulemaking.
The California problem predates all of that.
FMCSA’s August 2025 Annual Program Review found California had been violating federal regulations that existed long before Duffy took office. The state was issuing CDLs with expiration dates extending years beyond drivers’ lawful presence documentation. In one case that still makes my blood boil, California issued a driver from Brazil a CDL with passenger and school bus endorsements that remained valid months after his legal presence expired.
That’s not a new rule problem. That’s a California screwed-up problem.
California agreed in November to revoke all 17,000 improperly issued licenses by January 5, 2026. Then, on December 30, the California DMV unilaterally announced a 60-day extension to March 6, citing the need to ensure it doesn’t wrongfully terminate licenses for drivers who actually qualify.
Duffy’s response on X was blunt: “Gavin Newsom is lying.”
FMCSA never agreed to the extension. California proceeded anyway. On January 7, DOT made good on its threat and withheld approximately $160 million in National Highway Performance Program and Surface Transportation Block Grant funds. That’s on top of the $40 million already withheld over California’s refusal to enforce English language proficiency requirements.
California has more than 700,000 CDL holders. The state is home to the nation’s largest trucking workforce, with over 138,000 truck drivers moving freight through the ports of Los Angeles and Long Beach, the agricultural heartland of the Central Valley, and every retail distribution center feeding the country’s largest consumer market.
Under full decertification, California would be prohibited from issuing, renewing, transferring, or upgrading any commercial learner’s permits or commercial driver’s licenses until FMCSA determines the state has corrected its deficiencies. Previously issued CDLs would technically remain valid until their stated expiration dates, but here’s where it gets ugly.
Other states could refuse to recognize California credentials during the noncompliance period. FMCSA could issue guidance declaring CDLs issued by a noncompliant state invalid for interstate commerce. The Commercial Driver’s License Information System, which enables interstate verification, could flag every California license.
For the 700,000 CDL holders in the Golden State, decertification wouldn’t just be an administrative headache.
It would effectively ground them from operating in interstate commerce.
Blue state governors should stop trying to protect their precious illegal aliens and start following federal law.
TikTok has finalized a deal to create a new American entity, avoiding the looming threat of a ban in the United States that has been in discussion for years on the platform now used by more than 200 million Americans.
The social video platform company signed agreements with major investors including Oracle, Silver Lake and the Emirati investment firm MGX to form the new TikTok U.S. joint venture. The new version will operate under “defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation and software assurances for U.S. users,” the company said in a statement Thursday. American TikTok users can continue using the same app.
Tesla North America announced the completion of a major lithium refinery in Robstown, Texas, with Elon Musk calling it “the most advanced lithium refinery in the world.”
Robstown is just west of Corpus Christi.
In the promotion video, Jason Bevon, the site manager at the Gulf Coast lithium refinery, explains that the refining process used in Robstown is “inherently much more environmentally friendly.” The company claims that the process used by the refinery eliminates hazardous byproducts of the refining process and is more sustainable than traditional methods.
Bevon explained that the refinery “enables us to have access to the critical minerals for energy storage, for battery manufacturing, and ultimately for [electric vehicle (EV)] growth.”
“It enables us to accelerate Tesla’s mission by regionalizing supply chains for battery minerals and materials, by providing jobs, by cutting emissions from the transportation network that is required for these supply chains.”
“It really allows us to usher in energy independence for North America.”
Columbia University’s Center on Global Energy Policy explains that raw lithium needs to be processed into a “chemical in the form of lithium carbonate or lithium hydroxide, before being used in batteries,” which is done through refining. Currently, China dominates the global trade and production of key minerals, and leads the world in lithium refinement capabilities.
The need for lithium batteries has grown exponentially in recent years, with lithium batteries being required for EVs, smartphones, laptops, and renewable energy receptacles such as solar panels.
Also, you’re partially paying for it:
This political shift and the operation of the refinery are complemented by recent grants through the Texas Semiconductor Innovation Fund (TSIF), which was established when the Texas CHIPS Act, House Bill 5174, was signed into law in 2023. The TSIF totals “approximately $948 million in total appropriations” and is used for “semiconductor manufacturing and design,” according to the Texas Economic Development and Tourism Office.
Webb County’s sheriff and his assistant chief are facing federal charges for allegedly using office resources to create and profit from a disinfecting business during the COVID-19 pandemic.
Sheriff Martin Cuellar Jr., 67, and Assistant Chief Alejandro Gutierrez, 47, have both appeared before a federal grand jury after turning themselves in. Their indictments have now been unsealed, revealing that they both are accused of misappropriating Webb County Sheriff’s Office funds between 2020 and 2022.
Cuellar is the brother of U.S. Rep. Henry Cuellar (D-Laredo).
According to the indictment, around April 2020 Cuellar opened a for-profit business called Disinfectant Pro Master (DPM), which used resources belonging to the WCSO. He reportedly enlisted Gutierrez and Ricardo Rodriguez, an assistant chief, to assist in the start of the venture that provided disinfecting services to local businesses, residents, and the local school district.
Federal prosecutors allege none of the three made any personal investments in the startup company but used county resources, vehicles, and equipment. DPM also reportedly used county funds on multiple occasions to purchase supplies for the company. Staff from the sheriff’s office were often utilized to conduct the company’s operations during their regularly scheduled shifts according to the indictment.
The indictment also claims records show that payroll was not ever issued from the company to compensate the staff that was utilized to carry out its business.
During its operation, DPM received multiple contracts with local businesses, including a $500,000 contract with the United Independent School District, where Rodriguez served on the school board.
The company eventually closed in August 2022 after UISD did not renew its contract following media coverage and public scrutiny at a school board meeting over the contract being awarded to a board member’s company.
During the duration of the company’s operation, Cuellar, Gutierrez, and Rodriguez each reportedly received over $175,000. It is alleged in the indictment that Cuellar used his revenue to purchase a 10-acre property in Laredo.
As you might expect, Martin Cuellar is a Democrat.
Dwight documents not one but two of state-level Democrat congresscritters (state rep Ayshia “Ajay” Pittman in Oklahoma and former state senator Sonya Jaquez Lewis in Colorado) being involved in forgery scandals.
Nose-ringed leftist “Grace Carol Brown is charged with arson and burglary, and is ‘accused of smashing an exterior window, unlawfully entering the Comal County (TX) Republican Party headquarters, and starting a deliberate fire inside the building’ overnight on January 13/14.”
Oh, for fuck’s sake! “Parents say their trans son killed himself because his church employer wouldn’t let him wear French maid outfit, cat ears.”
Simon Whistler on Every Saudi Gigaproject in Vision 2030. Neom is still a ridiculous pipe dream, and Whistler is far too easily impressed with “zero carbon” claims, but some of these projects are actually worth doing and on-track.
Keir Starmer’s Labour government created the character of Amelia, a purple-haired nationalist Goth girl, for a lame Flash-style game to “combat far right extremism” (i.e., anyone who objects to importing illegal alien Islamist rapists into the UK), but now that she’s been adopted and memed by the right, that move backfired big time.
Louis Rossmann reports that downgrading to an earlier operating system bricks the latest OnePlus Android phone. I’d never heard of OnePlus, but it turns out it’s a Chinese brand, so you shouldn’t be buying it in the first place…
Surprise! American shopping malls aren’t dying off.
Shopping malls, long an economic and cultural fixture of American life, are facing sustained pressure but are not disappearing altogether.
Instead, the sector is undergoing creative destruction, as traditional mall formats give way to new concepts that reflect shifting consumer behavior and market conditions, according to recent industry data.
A research report by Capital One Shopping (COS) outlines the magnitude of the challenge facing the mall sector, citing rising mall closures that remain vacant for an average of nearly four years, as well as vacancy rates that are 112 percent higher than the overall retail vacancy rate.
COS also estimates that as many as 87 percent of large shopping malls could close over the next decade.
At the same time, COS data indicate a reversal of earlier trends. From 2021 through 2025, mall openings exceeded mall closures, suggesting adaptation rather than terminal decline. In 2025 alone, 9,410 new mall stores opened, nearly double the number that closed.
Additional evidence of revival appears in a recent article published by Growth Factor. Author Clyde Christian Anderson reported that indoor mall foot traffic in March 2024 rose 9.7 percent year over year, open-air shopping center traffic increased 10.1 percent, and outlet mall traffic climbed 10.7 percent—each exceeding pre-COVID-19 pandemic levels.
Every book I bought in 2025, most from early in the year when I still had a contract job and money in the bank…
While his fellow Democrats are assaulting ICE agents over deportations of illegal alien felons, Texas U.S. Senate candidate James Talarico is kicking it old school by breaking out a bottle of Grandad’s Olde Class Warfare. Talarico just debated primary rival Jasmine Crockett, where he directed his ire against billionaires.
The debate was hosted by the American Federation of Labor and Congress of Industrial Organizations (AFL-CIO). After hosting the two candidates, the AFL-CIO declined to endorse in the race.
Snip.
In their opening and closing remarks, the two candidates stuck to their respective themes thus far in the race: Talarico with his pitch for unity, loving one’s neighbor, and billionaires’ negative impact on society, and Crockett with her frequent use of the word “fight,” citing her many viral moments chewing out Republicans, the need for authenticity, and her experience as a public defender.
Snip.
Talarico kicked off with similar lines as can be seen on his campaign website and that he’s pitched at various rallies: uniting against billionaires.
He said, “Before I was a legislator, I was a public school teacher on the West Side of San Antonio, one of the poor ZIP codes in the entire state of Texas. On the west side, I learned that the real fight in this country is not left versus right, it’s top versus bottom. We will not win this race in November with the same old politics of division.”
“Billionaires want us looking left and right at each other, so we’re not looking up at them. We are building a people-powered movement to beat them,” he added.
You may remember the social justice left previously declaring that mathematical abstraction, the 1%, was the source of all evil, as part of Obama’s battle-space preparation against Mitt Romney for 2012. Evidently that was just too broad of a class enemy for Talarico. Now he’s setting his sights on the 1% of the 1% of the 1%, at the same time so many are fleeing California’s proposed wealth tax and coming to Texas to open up new factories and create jobs. I bet he’s still smarting over Elon Musk backing Trump.
The Texas Democratic primary for U.S. Senate heated up on Friday with former U.S. Rep. Colin Allred directly criticizing his rival, state Rep. James Talarico, for the first time, calling him out for accepting donations from casino magnate and megadonor Miriam Adelson while railing against billionaires’ influence in politics.
“I like James, but when I see him say that he’s running against billionaires, but then when nobody was looking, his top donor was Miriam Adelson … That contributes to the cynicism that folks might experience,” Allred said during an event at The Texas Tribune Festival.
Snip.
During his 2024 reelection campaign for the Texas House, Talarico accepted $59,000 from Texas Sands PAC, a pro-gambling group funded by Adelson. Talarico has also accepted donations from billionaire Charles Butt, the H-E-B chairman who supported candidates from both parties opposed to private school vouchers.
What are mere scruples when there’s all that sweet, sweet gambling money available to stuff into your campaign’s maw?
Though this rank hypocrisy clashes with Talarico’s performative piety, it’s par for the course for Democrats, who decry billionaires while funding their leftwing street operations through the likes of George Soros and Neville Roy Singham.
Because our billionaires are beyond reproach, and it’s always OK when we do it.
Despite the best efforts of Democrats, both Texas and the federal government have made vast strides in securing the border the Biden Administration intentionally left wide open, with border crossing by illegal aliens at record lows. But much work remains to to be done to clean up the immigration mess Democrats made, so here are some recent immigration policy tidbits from Texas.
Gov. Greg Abbott announced a temporary pause on all H-1B visa applications for public universities and state agencies on Tuesday.
The pause is set to last until the Texas Legislature addresses the matter when it reconvenes in January 2027.
Abbott stated that the freeze “will provide time for the Texas Legislature to establish statutory guardrails for future employment practices regarding federal visa holders in state government, for the U.S. Congress to modify federal law, and for the Trump Administration to implement reforms aimed at eliminating abuse of this visa program.”
The H-1B visa program allows entities to hire ”nonimmigrant aliens as workers” in specialized occupations. It authorizes temporary employment of these individuals for employers who otherwise cannot obtain the needed skillset from the U.S. workforce.
In his letter announcing the pause, Abbott explained that “the federal H-1B visa program was created to supplement the United States’ workforce — not to replace it. Evidence suggests that bad actors have exploited this program by failing to make good-faith efforts to recruit qualified U.S. workers before seeking to use foreign labor.”
“In the most egregious schemes, employers have even fired American workers and replaced them with H-1B employees, often at lower wages.”
Before spelling out the details of the freeze, Abbott added, “State government must lead by example and ensure that employment opportunities — particularly those funded with taxpayer dollars — are filled by Texans first.”
I’m with Abbott on state agencies. I can’t conceive of any position that can’t be filled by a Texas instead of a foreign national. It’s a big state!
As for universities, I can see a few situations where hiring an H-1B might be justifiable. Say, you’re creating a center for superconducting and the third greatest superconducting physicist in the world is Japanese. (Not Chinese. No matter how smart he is, he’ll steal all your data and send it straight to Beijing.) But H-1B visa programs have been abused for so long that a temporary ban is probably a good idea until those guardrails can be put into place.
His first point in the directive is that no Texas agency controlled by a governor-appointed head or a “public institution of higher education” will, without the permission of the Texas Workforce Commission, be allowed to file any new petition to sponsor “nonimmigrant worker under the federal H-1B visa program until the end of the Texas Legislature’s 90th Regular Session on May 31, 2027.”
Abbott’s second point directs state agencies with heads appointed by the governor, along with public institutions of higher education, to, “by March 27, 2026, provide the Texas Workforce Commission with a report.”
The report mentioned will include items related to visa quantity and details about visa-holders, including but not limited to “how many new and renewal petitions the entity submitted for H-1B visas in 2025,” “The countries of origin of all H-1B visa holders the entity currently sponsors,” and “Documentation demonstrating efforts to provide qualified Texas candidates with a reasonable opportunity to apply for each position fill.”
Trust, but verify.
And here’s a video from Texas Scorecard’s Sara Gonzales on H-1B abuse:
“There should be a moratorium on legal immigration.”
“How long should it be?…However long it takes.”
“it is it is of no consequence to me how people across the world feel about [a moratorium].”
“This is supposed to be, like, super skilled, you know, postgraduate engineers, like the brightest minds, supposed to be the brightest of the brightest minds, engineering, doctors, uh the best of the best. That is what the H1-B visa is supposed to be for.”
She points people to https://guestworkervisas.com to look at who is applying for H1-B visas. In Texas, I would not have guessed that “Cognizant Technology Solutions” would be hiring submitting more H1-B applications than Tesla, Oracle, Schwab, AT&T and HPE combined. Other questions: Why did Dallas ISD file for 372 H1-B visas last year? “Middle school math teacher $62,000 a year. We only need someone from India. Nobody else can fill that spot.”
Bilingual requirements are another part of the scam.
Related to Gov. Abbott’s application pause, UT Southwestern Medical Center ranks 10th on the list, and Texas A&M, The University of Texas M.D. Anderson Cancer Center, The University of Texas at Austin, and Baylor College of Medicine all rank in the top 20.
Etc.
More good news from the Southern District of Texas, where a naturalized pedophile sex offender had their citizenship revoked.
A U.S. citizen born in Mexico and naturalized in 2010 has had his citizenship revoked after it was discovered he committed a child sexual assault prior to his naturalization and concealed it on his citizenship application.
The U.S. District Court for the Southern District of Texas in McAllen granted an order on January 22 revoking the citizenship of Carlos Noe Gallegos.
“American citizenship is a privilege that this child-abusing monster never should have been able to attain,” U.S. Attorney General Pam Bondi said in a press release about the case. “We will continue ensuring that anyone who conceals such conduct while obtaining naturalization is found out and stripped of their citizenship.”
Gallegos married a U.S. citizen in December 2001 and about four years later was granted permanent legal resident status. He applied for citizenship in 2009. In answer to a question on his citizenship application about whether he had ever committed a crime for which he had not been arrested, Gallegos answered no.
He was naturalized as a citizen in 2010.
In 2016, the State of Texas indicted Gallegos on two counts of aggravated sexual assault of a child, a crime that it alleged took place in 2007. Gallego pleaded guilty to the charges and was sentenced to six years of community supervision.
The judge revoked Gallegos’ citizenship under 8 U.S.C. § 1451(a), which allows for the revocation when the “certificate of naturalization [was] illegally procured … by concealment of a material fact or by willful misrepresentation.”
In this case, the government argued that Gallegos was ineligible for citizenship at the time he obtained it because, within five years of filing his application, he had committed a crime of moral turpitude and that crime adversely reflected on his moral character.
Naturalization is a privilege, not a right. Foreign-born sex offenders should be stripped of their naturalization and deported, no matter how hard Democrats fight to keep them in the country.
It’s going to take years to clean up the problems that Democrats imported into America, but progress is being made…
The Russo-Ukrainian War continues to accelerate military innovation at a furious rate. The latest innovation isn’t a better drone or newer hardware, but introducing a fundamentally new organizing principle: the gamification of combat.
The tall, bearded officer, code-named Prickly—like all Ukrainian fighters, he uses a call sign to protect his identity and his family from wartime retaliation—is proud as a peacock of what he has done in six months at the helm of his frontline drone unit. In an interview with me, Prickly gave some of the credit to Kyiv’s new “e-point” system, called the Army of Drones Bonus.
He and several of his men explained how the system works in an conversation near a former farmhouse in eastern Ukraine. The yard is littered with military equipment and junk, including the farmer’s much-worn living-room furniture, now arranged around a makeshift fire pit. Several stray cats and a mangy dog wandered around as we talked. “We’ve improved our performance by a factor of 10,” Prickly said. “We know that thanks to the drone points system, which measures how many men we kill and how much equipment we destroy.”
Snip.
The top brass in Kyiv struggle to keep up with this innovation—both the new technology and its use on a highly decentralized battlefield. Drone production is scattered and diverse, with the Ukrainian drone company DroneUA estimating that as many as 700 companies and 500 suppliers are now churning out UAVs of every description. Active-duty units control their own budgets. With drones and other military kit in short supply, most fighters supplement what they get from the government with items they buy themselves—their own clothing and vehicles, for example—crowdsourcing, and donations from charity foundations. Some units say they count on donations for more than two-thirds of their drones, and most modify the devices they receive to suit their unique battlefield circumstances.
Kyiv is working to tame this chaos with organizational reform—a corps-based command system aligned with NATO practices. But the armed forces also strive to take advantage of decentralization, harnessing it to drive innovation and effectiveness on the battlefield. That’s where the point system comes in—allowing fighters to bypass the bureaucracy in Kyiv and buy weapons directly from manufacturers.
Frontline commander Prickly said that drone pilots save video clips of the damage they do—whether destroying machinery or killing Russian soldiers. The unit prepares a daily montage and sends it to the Ministry of Defense, where experts comb over the footage to confirm the unit’s claims and confer points for verified destruction.
The allocation changes regularly, but as of June 2025, Business Insider reported that destroying a tank was worth eight points. A multiple launch rocket system counted for 10. Killing a regular Russian soldier earned 12 points. Wounding a drone pilot was valued at 15 and eliminating him netted 25. In the final step, the payoff, units use the points they’ve earned to purchase equipment—drones, drone jamming devices, ammunition, and other goods—on Brave1 Market, an online shopping platform not unlike Amazon.
For some battalions, including Prickly’s, this represents a sea change. In mid-summer, his unit, part of the 54th Separate Mechanized Brigade, ranked fifth in the nation in total points earned. “It keeps the weapons coming,” he said. “What’s different isn’t just how much you get. It’s also the choice available on the marketplace.” In the past, Kyiv sent what it sent—often the most rudimentary equipment—and units struggled to upgrade it for use on the changing battlefield. “Now we’re in direct contact with producers,” Prickly says. “We order exactly what we need, and it comes ready to use.”
Ukraine’s government-run media platform, United24, also reported that the Ukrainian government reaps data from the point system, enabling it to make better decisions about strategy. Varying the allocation—how many points, say, for a destroyed tank or for killing a drone pilot—gives Kyiv a new tool of command and control. Signals from the field about changing demand—what kinds of drones are selling best on the marketplace—help the armed forces make procurement decisions, and the system is a boon for manufacturers, who can lock in larger, longer-term contracts, enabling them to invest for the future.
Denys Davydov explains in more detail:
“The long-awaited reforms of Ukrainian army are being introduced just right now into the system under the new defense minister of Ukraine, Mykhailo Fedorov, who is a very talented young guy and who thinks absolutely openly towards the introduction of the new technologies, drones and every sort of the new features which could help to save the lives of Ukrainian soldiers and help Ukrainian army to win in this war.”
Fedorov was previously head of Digital Transformation of Ukraine where he oversaw creation DIIA, a digital app for Ukrainians to interact with a variety of government services. “It is not just useful and saves time for people, but it also helps to eliminate, or reduce it’s better to say, corruption, because you don’t have those bureaucrats, officials. Everything is happening automatically and digitally.”
“Fedorov is now ahead of the defense minister of Ukraine. He’s the fourth defense minister who got his position from the start of the war, full-scale war of Russia against Ukraine.”
“He applied E-points, [so-called] electronic points which our soldiers obtain if they target Russian soldiers, Russian BMPs, tanks, helicopters, rocket artillery systems. So the higher the price of the destroyed vehicle equipment, the more E-points they obtain.”
“They might spend those E-points for new drones or some special equipment that particular soldiers need in a special unit, brigade, regiment, whatsoever.”
“It’s similar to the gaming industry. [You] fight against virtual enemies. You earn the points which you spend for the better gear in the game. But it is happening in real life in Ukrainian army.”
“And it is very effective because total equality among all of the Ukrainian soldiers is not possible. Some units are more effective than others, and they should obtain better equipment and more drones. For example, Magyar Birds [414th Unmanned Strike Aviation Brigade], one of the most effective units, they have the most of those E-points. So the analogy is the same as with the game. The better the player, the better gear it usually has. But instead of each player fights its own separate enemy, now all of the players, all of the soldiers in Ukraine, all of the regiments, they fight against the common enemy.”
“So all of the people are interested for the top players to have this better gear. Like for example, vampire drones, also called Baba [Yaga] drones. It doesn’t mean that the rest of the brigades will obtain absolutely nothing. No, everyone has this chance to be successful to hurt lots of the Russian soldiers in some of the particular direction and earn those E-points.”
“For example, each Russian soldier costs [i.e., earns] six points. Each Russian tank costs 40 points. A Russian rocket artillery system, as for example, book 60 points. Before Russian soldier price was two points but then the price rose up to six, well, Russia start to lose way more of the infantry.”
He explains how Brave1 works. “You may buy the special gear out there on the shop order. The government itself, the defense ministry, will send it for you. They directly purchase drones from the developers. For now, this system works just for the drones, but it seems like it will be also implemented for artillery. And of course, commanders of brigades, they’re very interested.”
“So the system has been taken from video games and it is damn effective. Actually lots of the stuff is been taken from the video games, and the most successful drone operators, they used to be gamers before, they have this muscle memory. Then they used to play lots of the video games for them to get used to the flight controller. It’s way way easier than to teach from the scratch. and you have to put all of those neurons here to the small muscles and fingers. Well, gamers here as a rule are more successful than average guys just taken from the streets.”
Science fiction has been predicting video gamers making effective warriors for decades, from Orson Scott Card’s Ender’s Game to Michael Bishop’s “The Last Child Into the Mountain.” But I don’t think anyone ever thought up video game reward systems as the basis for advanced weapon distribution.
Britain had one of the best professional military systems in the world, but by the end of World War II they found an American system focused on logistics and speed surpassing their results on actual battlefields. (Montgomery spent two months preparing to cross the Rhine in the meticulously planned Operation Plunder; Patton did it in one night using small boats without asking permission.) In the modern world, America’s “pull” logistical system runs rings around the Soviet/Russian “push” system. We’ve already covered how Ukraine now has a direct feedback loop between front-line units and MilTech equipment manufacturers.
Ukraine’s gamification approach represents another potential logistics revolution, with the best units potentially making use of the best gear. But a significant amount of the gamefication approach’s effectiveness may be unique to the static, atomized, defense war of attrition Ukraine is fighting, as the system seems less suitable to, say, big offensive pushes. And there have to be guardrails in place to prevent drone operators from “going Rambo” rather than supporting more important mission objectives.
Still, the ability of front-line units to interface directly with manufacturers for new gear is an approach I could see the U.S. military undertaking for some units.
And if Russians are outraged about their soldier’s deaths being used in a video game-like scoring system, 1.) They sure don’t seem to have cared enough about their soldiers being killed in wasteful “meat wave” assaults and endless undermanned probing attempts, and 2.) Maybe they should have avoided launching an illegal war of territorial aggression in the first place…
