Microsoft has long had a reputation of an abusive company, all the way back to its origins, when Gary Kildall accused Bill Gates of stealing parts of CP/M for DOS. The list of lawsuits against Microsoft for anti-competitive or shady business business practices is so extensive it has its own Wikipedia article. But it’s latest moves to force both subscription models and AI into every nook and crevice of its software may be the final straws that break the Borg’s back, as longtime Windows users finally seem to be abandoning ship.
Last month, I met with a mid-sized law firm facing a common dilemma. Their Windows 10 laptops were nearing the end of support and needed to be replaced. Typically, this meant buying new hardware and software—predictable and straightforward. But this time, Microsoft suggested a different approach: move to Windows 365 Cloud PCs, a PC that operates with a monthly subscription and is accessible from any device, scalable, secure, and AI-enhanced. The catch? The shift from ownership to a subscription model and reduced local control led their IT team to question how “personal” these computers truly were.
Cloud subscriptions replace personal computing
The experience of this law firm encapsulates a major industry shift: Today, you don’t buy Windows, you rent access to it. Windows 365 Cloud PCs began as a business-only experiment at Microsoft but have grown into its central product and are now the primary road map, with local Windows installations becoming a mere stepping stone to cloud-based desktops. With tools like Windows 365 Boot, users can bypass the traditional local operating system altogether, landing directly into a personalized, cloud-streamed environment, even on third-party or bring-your-own devices.
Hardware no longer anchors the user’s experience; the familiar PC is now a portal into a metered utility controlled, updated, and managed by Microsoft. Windows 365 Switch blurs the line even further, allowing seamless migration between cloud and local environments. With each step, more user agency is surrendered in exchange for the convenience of a cloud-managed world.
The AI revolution and hardware
As if the cloud weren’t enough, artificial intelligence is muddying the waters. Microsoft is loud about a future built on AI PCs, touting Copilot integration, neural processing units (NPUs), and specialized hardware. But as Dell’s own product head recently admitted, customers aren’t flocking to buy these new devices for AI alone; the proposition is too abstract, and the day-to-day benefits too unclear. In reality, most significant leaps in AI are happening in the cloud, not on the desktop. Even Jeff Bezos framed the future simplistically: AI will appear everywhere, but it will live in the cloud.
Meanwhile, Microsoft is aggressively pushing its users to rely on its AI-powered tools and ecosystem, with access controlled through subscriptions. Gone is the idea of installing and running your own AI applications locally; instead, users are nudged to rent access to AI services, hosted and updated in Microsoft’s cloud. The notion of the self-managed PC is fast giving way to a persistent, subscription-based rental of power and capability, with AI primarily serving as another tool for vendor lock-in.
Hidden costs and loss of control
Businesses and individuals face new economic realities. The traditional model—investing in hardware for five years—is replaced by an ever-escalating treadmill. A basic Windows 365 Cloud PC costs about $41 a month for 8GB, excluding Office or AI add-ons. Vendors pitch this as a trade-off against the hidden costs and complexity of managing local computers in hybrid work. Before long, subscription fees will become just another line item in ballooning IT expenses.
Perhaps more concerning is the core loss of control. The local PC gave users the keys. They owned, updated, installed, and protected their own digital spaces. The new cloud-and-AI reality puts Microsoft in charge of software, identity, AI tools, and even privacy decisions. The old personal computer offered freedom; the new model is managed, metered, and routinely adjusted to fit Microsoft’s evolving business interests. Yes, security can benefit. Yes, patching and remote management are simplified for companies. But every user now sits one step further removed from the heart of their own computing experience.
That was linked by this piece, which was linked from Borepatch, who has further thoughts.
What this means is that you don’t own any Microsoft software. Sure, you may think that because you paid them money (most often when you bought your computer – some of that purchase price went to Microsoft in the form of a license fee for Windows). But you actually don’t own “your” copy of software. At all.
Rather, you have the right to run the software on your computer. That may not seem like a big difference, but it is. The license agreement (you know, the one you didn’t read before you clicked “I Agree”) allows Microsoft to change the terms of the agreement at any time, at their pleasure.
Microsoft has just done this in a big, big way. Key new stuff in Windows 11 is:
AI integrated with your operating system
Online presence is critical for lots of Windows now (e.g. AI)
Windows will nag you until you put all your data online (OneDrive) whether you want to or not.
The proper technical term for that first bullet point is that your Windows operating system is essentially now an “AI Agent” which if you are a regular reader you know is very, very bad security juju.
Combine this enormous security hole with the requirement to essentially be online 100% of the time (bad security) and the liklihood that OneDrive will slurp all your data to some Internet black hole in a Microsoft data center, Windows is simply unsecurable.
Yes, I know that is inflammatory, but there is simply no way that you can get assurance that your security is sane. I say that as someone who has spent decades inn Internet Security (and particularly in security assurance). Not to put too fine a point on it, but I don’t think that I could get decent assurance that things aren’t going “bump in the Net”. For most of the readers here, it’s not even worth trying.
And that AI, Copilot, is not only widely loathed by users, but is creating brand spanking new security holes.
“We’ve been following Microsoft and all their massive missteps over the last several months. Most of it related to AI and pushing AI into consumer products and pushing it on to people who don’t want it.”
“There’s an error with Copilot. Apparently, it can can read your email. That’s great. And Copilot is sort of the bedrock of Windows 11. It’s very hard to get rid of Copilot. They want to put it in everything, including Notepad.”
“Copilot slows everything down. I would highly recommend you turn it off.” If you can figure out how. Kneon recommends Linux Mint if you want a Windows-like experience.
“Look, Microsoft is not secure. And just realize if you’re using it, especially for business, if you don’t want anybody to see it, you probably shouldn’t use their tools.”
“A work tab within Copilot chat had summarized email messages stored in a user’s draft and sent folders even when they had a sensitivity label on it and a data loss prevention policy configured to prevent unauthorized data sharing.” Sounds like Copilot is as indifferent to your privacy and security as Microsoft on the whole.
“I don’t know if you can hurt Xbox anymore, because Xbox is a dying brand, but the new boss, who comes from an AI background, promises not to flood it with soulless AI slop. This is Asha Sharma, formerly the head of Microsoft’s AI division, which is causing problems. Now she’s in charge of Xbox. She promises many more great games made by humans.”
Sharma blather about how Xbox will run across multiple platforms instead of a console snipped. “Are we seeing first signs that Xbox is dead and about to be consumed by Microsoft? I think that’s 100% what’s going to happen.”
“I think they’re going to basically AI themselves into the wood chipper. I think it’s very clear that that’s all they care about right now, if they’re putting the head of AI in charge of gaming and she’s talking cloud and AI and all that. Yeah, it’s over, man.”
Microsoft CEO Satya Nadella is facing some accusations of “Indian nepotism” for putting Sharma in charge of Xbox, especially since she has no background in gaming development. Of course, Microsoft has long been accused of abusing the H1-B visa system to bring over cheap workers. Indeed, this MSN India piece crows about it.
According to official H-1B filings submitted to the US Department of Labor between 2012 and 2023, Microsoft filed over 50,000 H-1B visa applications, and approximately 70 to 80 percent of these applications were for Indian nationals. This makes Indians the largest group in Microsoft’s US-based technical talent pipeline. The data shows a consistent year-on-year trend where Indian engineers make up the majority of Microsoft’s skilled immigrant workforce.
Snip.
Multiple research estimates and workforce studies indicate that 26 to 30 percent of Microsoft’s global technical workforce is Indian or Indian-origin.
Snip.
Microsoft operates one of its biggest global R&D centres in Hyderabad, which works on products including Azure, Office, Windows, LinkedIn integration, AI/ML systems and cybersecurity. The India Development Center (IDC), established in 1998, is one of Microsoft’s oldest and largest development facilities outside Redmond. This drives significant recruitment of Indian engineers for advanced research and product development roles.
Snip.
A review of Microsoft’s global leadership roster shows notable Indian-origin executives including Satya Nadella (CEO), Rajesh Jha (EVP), Suresh Kumar (EVP), Anil Bhansali (VP Engineering), and dozens of corporate vice presidents and product heads. This demonstrates the substantial representation of Indian-origin professionals in high-level technical and management roles within the company.
But Microsoft also has a Jeffrey Epstein problem. Do a search on founder and former CEO Bill Gates in the Epstein files and you get 2,616 results. Nor is he the only Epstein-connected person of interest high in the ranks of Microsoft. Financier and Democrat megadonor Reid Hoffman is still listed on the Microsoft board, despite being notoriously close to Epstein and showing up in the Epstein files 2,667 times. (Also on the board: Former Obama Commerce Department head Penny Pritzker, sister of Illinois Governor J.B. Pritzker and aunt to Epstein friend Tom Pritzker, whose name shows up 2,524 times in the Epstein files.)
Even before Microsoft jumped on the AI bus (or, if you prefer, off the AI cliff), it was notorious for security holes in its software, and there’s precious little evidence that the AI age has made anything better. The latest “Patch Tuesday” featured fixes for no less than six Zero Day exploits.
What all this amounts to: Anyone still on Windows should look to move to Linux if they have the technical chops to do so, or Apple if they don’t. Though Apple has dabbled with subscription services as well, they’re still overwhelmingly a hardware company that wants to sell you the latest shiny. And Apple has been dinged for its “lazy” approach to AI, which may turn put to be the smartest move after all. “Amazon, Microsoft, Meta Platforms, and Alphabet are projected to spend around $700 billion combined on capital expenditures in 2026, much of it on AI data centers and hardware — Apple plans just $14 billion.” That means they’re less likely to try and shove it into every damn thing. And I know my now-relatively-ancient MacBook Pro keeps working even when the Internet is down.
If you’re still on Windows, now might be the time to get out while the getting is good…
It’s hard to know just what the state of the Chinese economy is, given the CCP’s constant lies, but this Joe Blogs video suggests that Chinese manufacturers are in a world of hurt, with four straight years of deflation and falling profit margins.
“Chinese businesses are continuing to suffer from margin erosion. And this is an absolute disaster from China’s perspective, because Chinese businesses have very thin margins in the first place. And if these margins are now being cut, then many businesses in China have now actually fallen into a loss-making situation.”
“More than 50% of the companies in China are now estimated to be banking losses.”
“If you’re posting losses, you don’t pay any taxes, and that will drag down GDP growth in China. The Chinese authorities have said that they’re going to hit 5% again in 2026, but I think there is a major question mark over whether or not that is realistically achievable.” My working assumption is they just lied about hitting that target last year as well. And probably meany years before that.
“If we have a look at this table, it shows what’s been happening with producer prices over the past 12 months. And the scale on the right hand side here starts at zero and goes down to minus 4%. And as you can see, in every single one of the past 12 months, Chinese producers have been cutting their prices. This chart is also referred to as the factory gate prices. So this is the price of products when they’re leaving Chinese factories. And the latest data for January 2026 shows that year on year prices were down by 1.4%.”
“If you put that into the context of your economy, if prices were going down by 1.4%, then you’d be very happy as a consumer, because that means that you’re paying less at the tills.”
“But as a company, this is an absolute disaster. Because the reason why we want some form of inflation in the economy is because it allows companies to pass on their cost increases.”
“But if your end price is going down by 1.4%, then clearly you can’t pass on those cost increases. You have to absorb them. And this is why Chinese businesses are seeing their profit margins being wiped out.”
“And if we widen the scale of this chart to show the last five years, you can start to see the scale of the problem in China, because producer prices, factory gate prices have now been falling since May 2022.”
“What we’ve got here is a compounding of year-on-year falls in factory gate prices.”
“We have a look at this table I’ve put together. It shows what the impact of this has been on the sales price for a product. So if we assume that January 2022, which was the last time that we saw a price increase year-on-year in China, if we assume that a product that Chinese company was selling for $100 at that time, this shows what the impact has been on that product. So in the year to January 2023, prices fell by 8% producer prices. So that means that that $100 product would have then been selling for $99.20. In January 2024, the year-on-year fall was 2.5%. So that $100 product would then be have sold would have been been selling for $96.72. In 2025 there was a 2.3% fall in producer prices. So that product by then would have been down to $94.50. And the 1.4% that we’ve just seen posted means that that $100 product that was being sold in 2022 would now be selling for $93.17.”
Is this deflation mirrored in Chinese consumer inflation prices? No. “It has been a bit of a mixed story. The scale on the right hand side here goes from 1% positive at the top to 1% negative at the bottom. And as you can see, in six out of the past 12 months, prices did actually fall, but they’ve been increasing over the past four months. And you can see that the latest data that we have for January 2026 shows that year on year prices are up by .2%. So that doesn’t explain the 1.4% fall in producer prices in January 2026.”
“And we widen the scale of this chart to show the past five years. You can see that whilst there has been a few months where we’ve seen deflation, it’s predominantly been inflation in China. It’s a relatively low level compared to other countries, we’re talking between 1% and 2%. So a lot less than we’ve seen in the West over the past five years. But we’ve still seen prices going up.”
“And if we have a look at this table, it shows what’s happened to prices over the same period. So if we assume the same $100 product in January 2022 that we just looked at for producer prices, in 2023 prices actually went up by 2.1%. So that product would have been selling for $102.10 at that time. We saw deflation in January 2024, which would have brought the price back down to $101.28. In 2025, we saw a year-on-year increase of .5%. So it would have pushed that that price to $101.79. And the most recent data for January 26 of 2% increase tells us that that product would now be selling for $101.99. So an increase in the price.”
“And if we have a look at the comparison between those two tables, then you can see here the producer prices between January 22 and 26, the $100 product has gone from $100 to $93.17. That’s what the companies are receiving for that same product. At the same time, inflation has gone up by 1.99% over that period. That pushed up the price to 101.99. So the gap between those two metrics, what’s been happening with inflation? If producer prices had just been moving at the same rate as inflation, the difference between the two is $8.82 over the past five years. That represents lost profit margin for Chinese businesses over the past five years of 8.6%. So that’s how much profit has been taken out by the fall in producer prices compared to what should have been happening if they were matching inflation.”
“Now why is this happening?”
“Why are Chinese businesses constantly cutting their prices when prices in the domestic market are going up? Well, there’s a number of reasons for it, but one of the main reasons is down to overcapacity.”
“Chinese industry has been gearing up heavily over the past 20 years. So in areas where China believes that it’s strong, it’s put a lot of investment and the government has subsidized a lot of these companies in many situations to enable them to grow rapidly to take a dominant global market position. So we have got some huge businesses in sectors where China has tried to become dominant.”
“If we have a look at this table, it shows the different industries in China that are the biggest in terms of revenue and what that should mean in terms of profitability for those businesses.”
“So the biggest sector in terms of manufacturing is computers, electronics, and telecom equipment. So I’m sure you’ve seen lots of different equipment that’s been made in China over the past 20 years. It’s estimated that that sector has revenue of around about $2.2 trillion US, and that should be equating to around about $165 billion of profits. The usual profit margin is around 7.5% for Chinese businesses in those sectors. But those sectors are currently under a lot of pressure.”
“Firstly, we’ve seen its biggest single market, the USA, applying tariffs against Chinese imports. So, that’s causing problems because it’s pushing up the price. And in order to counteract those tariff increases, some Chinese businesses have actually been cutting their cost to absorb some of those tariffs. But also, we’re seeing competition from the rest of the world.”
“So Chinese businesses are constantly slashing their prices to be the cheapest on the shelf because, realistically, that’s why a lot of consumers choose the Chinese option.”
“So that sector is under pressure at the moment. So that’s one of the reasons why those companies are cutting back on their prices.”
“Now another area which is absolutely huge for Chinese businesses is electric vehicles, batteries and solar. So this is an area that China has really specialized in. It’s cornered the market in batteries and solar panels. Most of them are made in China these days. But also electric vehicles. It decided to take a big slice of the global market and those electric vehicles are being sold at very low prices compared to local competition. So if you compare a Chinese electric vehicle the actual list price of that versus things like BMW, Volkswagen, Ford, they are a lot cheaper.”
“That’s one of the reasons why a lot of countries have been applying tariffs on the electric vehicles. So this is aside from Donald Trump’s tariffs. We’re talking about the whole industry globally is saying that it’s not fair that EVs are being subsidized. In terms of revenue, it’s around about $1.9 trillion for China and the usual profit margins around about 7% on that. But they’re under a lot of pressure because of the tariffs. Now a lot of countries are saying that China is trying to put the rest of the world out of business so that it can become completely monopolistic in these areas. So they’re under high pressure, and that’s another reason why Chinese companies are cutting their prices.”
“Jump down to some of the things that are related to property. Look at ferrous metals, which are basically steel. China has some of the biggest steel smelting plants in the world. It’s a big producer of steel. The revenue is about $1.3 trillion. Now the profit margin on steel is wafer thin. 2.2%. And the problem that China has is twofold at the moment.”
“Firstly, a lot of that steel was being sold into the Chinese market for the property market, because the property market over the past 25 years was booming the first 20 years of the 20th century. It was absolutely on fire. Lots of massive property developers like Evergrande were building whole cities all across China and they were using a huge amount of steel to do that. They building these huge tower blocks and you have to put a lot of steel in there.”
“The properties sector has absolutely crashed in China over the past few years, since the government changed the rules and made it more difficult for property developers to borrow money. There hasn’t been anywhere near as much production. So that’s caused a huge drop off in demand in China for steel itself.”
“So that’s meant that Chinese steel businesses have had to look to the export markets. But similar to what’s been happening in the electric vehicle market, a lot of countries, including the USA, have pushed back on Chinese steel imports because they are so cheap that they are killing local steel production. And in the UK, the British government had to recently take over the last virgin steel producer in the UK to make sure that it could actually produce steel that was needed for things like the defense sector. So we’ve seen a major attack globally on the whole steel industry, and lots of countries have pushed back on that.”
“So the steel industry in China is now under a lot of pressure. It’s struggling with regards to demand and those profit margins have been wiped out.”
“But we’ve got a lot of different sectors here that are under intense pressure at the moment from competition. And that’s one of the factors why Chinese businesses are cutting their prices.”
“In addition to that, Chinese businesses are also seeing weak demand at home. Chinese consumers are not buying as much stuff as they used to. So Chinese companies are cutting their prices to try to encourage consumers to keep buying.”
“And as that demand falls at home, what that means is that Chinese businesses are having to depend on the export markets more. So, Chinese companies are struggling with regards to its biggest single market, because the USA has hit all Chinese imports with additional tariffs. So, that’s led to a further cutting of prices and Chinese businesses basically across the board are geared up for high volume, low margin. And when demand starts to fall, then the only thing that you can do is cut your price.”
“Because if you’ve got a huge fixed cost business, if you’ve spent billions building up your business, maybe it’s lots of machinery, you’ve got lots of people, you’ve got huge factories, you need to hit those volume numbers just to keep the wafer thin profit margins going.”
“If demand starts falling, you can’t cut back on your costs because these are very high fixed cost businesses. So what Chinese businesses are doing instead is slashing their prices to maintain their volume of sales. But that is wiping out their profit margins. And that’s why many Chinese businesses, over 50%, are now banking losses.”
“And of course, this is an absolute disaster from the Chinese economy point of view, because it needs those companies to keep contributing to make profits to pay taxes to contribute to GDP in order to hit that 5% GDP total.”
“What we’re seeing from the data that’s just been published is that producer prices are continuing to fall.”
“Inflation is still very, very low in China. Consumer demand is very weak. So China remains dependent on the export markets. Many export markets are pushing back against Chinese imports.”
“Chinese businesses are having to cut their prices, which is further reducing their profit margins. Many have moved into losses, and this is a complete nightmare, vicious circle from many of these companies’ perspective. And I can’t see how they’re going to get out of this situation.”
China’s economy has long been smoke and mirrors all the way down. To be sure, China has made real gains, joining (and gaming) the world economic system just in time to see explosive growth thanks to global trade deals, the container ship era, rampant IP theft, and western capitalists eager to exploit cheap labor. But the rest of the world slowly caught on to China’s tricks, especially since China thought they could get away with belligerent, militarist, expansionist rule-breaking aggression against at the same time it was striving to become the world’s manufacturing hub.
Now that the world’s caught on, people are starting to realize that much of China’s “economic miracle” was an illusion. The opaque banking rules, the government subsidies, the insane “ghost cities” property boom and the regime’s strict currency controls all helped to hide the manipulations, making China’s economy look healthier than it actually is. But now the entire house of cards is tumbling down, and China has no one to blame but itself.
Everyone favors Voter ID except Democrats trying to cling to power, America’s big stick gets bigger, Trump’s tariffs hit a setback at the Supreme Court, another insane tranny shooter, Ukraine recaptures more land from Russia, another Pulitzer Prize winning leftist pedo, more Paxton lawsuits, and a new party rises on the right in the UK.
It’s the Friday LinkSwarm!
On the personal front, I may need to buy a new dryer. We’ll see what the repairman says Monday…
Are voter ID requirements considered a controversial idea in the eyes of US citizens? If you watch the establishment media or follow leaders in the Democratic Party then you might think bills like the SAVE Act are the end of freedom as we know it. However, outside the echo chambers of DNC propaganda, the vast majority of Americans have no problem whatsoever with people proving their US citizenship before they vote in local and federal elections.
The widespread support for voter ID is undeniable. Surveys from the past year including those from Pew and Gallup show that, regardless of party or ethnicity, Americans citizens want elections to be protected from manipulation through mass illegal immigration.
A Pew Research Center survey from August 2025 found that 83% of Americans favor requiring all voters to show government-issued photo ID to vote. This includes:
95% of Republicans
71% of Democrats
Only 16% of people oppose it.
A Gallup poll from 2024 shows 84% support for requiring photo ID to vote, with 98% of Republicans, 84% of independents and 67% of Democrats in approval.
A recent CNN segment featuring number cruncher Harry Enten confirms that the backing for the SAVE Act is also dominant regardless of ethnicity: 85% of white voter, 82% of Latino voters and 76% of black voters all want voter ID. It’s difficult to find many issues which the American public universally supports at this level.
Democrat leaders, however, don’t care that the majority of their own base wants voter ID laws. Party officials and the left-wing media have engaged in a shameless propaganda campaign designed to frighten the public into opposing the SAVE Act, despite their previous platforms defending majority rule.
That’s because they view voter integrity laws as an existential threat to their power. If they can’t cheat, they can’t win…
The big stick gets bigger. “Ford Carrier Group Enters Mediterranean To Join Biggest US Build-Up Since 2003 Iraq War.”
Open source monitors as well as US and Middle East media have confirmed that the USS Gerald R. Ford, the world’s largest aircraft carrier, has entered the Mediterranean Sea, having sailed passed the Strait of Gibraltar on Friday.
This is the second carrier strike group expected to soon operate directly in the CENTCOM area of responsibility, amid the massive military build-up and pressure campaign against Iran. It was sent from the Caribbean earlier this month, extending its planned deployment.
The USS Mahan Arleigh Burke-class destroyer, which is accompanying the USS Gerald R. Ford, is also now crossing the Strait of Gibraltar, maritime tracking analysis shows.
The aircraft carrier will likely take several more days to reach the Middle East and be poised to operate against Iran – so it looks to be in place by start of next week.
According to Bloomberg and other outlets, the US has now amassed the biggest force in the Middle East since the 2003 invasion of Iraq. There is administration talk of “limited strikes” – but clearly Washington is getting ready for all escalation scenarios.
The Supreme Court (6-3 in a majority opinion written by CJ Roberts) has ruled that Trump’s tariffs exceeded his authority.
We decide whether the International Emergency Economic Powers Act (IEEPA) authorizes the President to impose tariffs.
***
The President asserts the extraordinary power to unilaterally impose tariffs of unlimited amount, duration, and scope. In light of the breadth, history, and constitutional context of that asserted authority, he must identify clear congressional authorization to exercise it. IEEPA’s grant of authority to “regulate . . . importation” falls short. IEEPA contains no reference to tariffs or duties. The Government points to no statute in which Congress used the word “regulate” to authorize taxation. And until now no President has read IEEPA to confer such power. We claim no special competence in matters of economics or foreign affairs. We claim only, as we must, the limited role assigned to us by Article III of the Constitution. Fulfilling that role, we hold that IEEPA does not authorize the President to impose tariffs.
Trump says he has alternative means to impose tariffs. “Effective immediately, all national security tariffs under Section 232 and existing Section 301 tariffs remain in place… Today, I will sign an order to impose a 10% global tariff under Section 122 over and above our normal tariffs already being charged.”
In the past 12 months (January 2025 to January 2026) there are fewer foreign-born workers employed and more native-born workers in jobs. The time period roughly corresponds to the first year of Pres. Trump’s second term.
The murder-suicide at a Rhode Island hockey rink on Monday is just the latest in a recent string of murders allegedly carried out by self-identifying transgender perpetrators or by those seemingly inspired by transgender ideology.
Robert Dorgan — who police say shot and killed his ex-wife and one of their sons during a high school hockey game this week — had previously insisted he believed he was actually a transgender woman despite being a man. A local TV station said that “An unnamed woman, who identified herself as Dorgan’s daughter, has since come forward, telling WCVB that her father ‘has mental health issues.'”
“He shot my family and he’s dead now,” she reportedly said. Dorgan, who killed himself after the murders on Monday, had also expressed pro-Nazi sentiments, and according to The New York Post, was adorned with “vile neo-Nazi tattoos.”
He is only the most recent example of high-profile attacks linked to transgender perpetrators or transgender ideology, including mass shootings at Christian schools, the assassination of Charlie Kirk, and the attempted assassination of Supreme Court Justice Brett Kavanaugh.
Progress: “Major Manhattan Hospital, Massachusetts Health Care System End ‘Gender-Affirming Care’ for Minors.”
Setback: “Judge Orders California Hospital to Resume Gender Transition Procedures for Minors.” Democrats seem to love mutilating children too much to give it up.
“Kansas’ governor vetoed a bill that banned men from the women’s room. The legislature overrode her.” “Even in an uber-red state, Democrat governors are still going to toe the party line.”
Scott Pinkser thinks Trump’s deal with India spells doom for the Russian economy, because they won’t allow those shadow fleet tankers to continue on to China. Quoting Peter Zeihan:
If the Russians have lost their single largest source of income, that will manifest on the battlefield. The Chinese may be supplying the Russians with all the gear that they can pay for, but the key thing there is: pay for.
And if the Russians can’t [pay], then a drone war where the Russians can’t get enough drones is one where the Russians start losing territory.
Price of cucumbers double in Russia. I’m mildly fascinated by those per-country yearly cucumber consumption numbers. 12 kilograms about 26 pounds a year, which doesn’t seem high if you’re including pickles, as that’s only one small jar of pickles every other week. But China’s 55 kilograms a year works out to two pounds a year per person. That’s a lot of damn cucumbers…
Democracy dies in protecting sex offenders that check the right boxes:
Wow I missed that Wesley Lowrey, the ex-WaPo reporter who won a Pulitzer and wrote a famous editorial urging journos to forgo objectivity in lieu of ‘moral clarity,’ was chased out of his journalism professorship for multiple sexual assault allegations.
Attorney General Ken Paxton is suing Dallas officials, accusing them of defying a voter‑approved mandate to boost police funding under Proposition U.
Proposition U, approved by Dallas voters in November 2024, amended the city charter to require at least 50 percent of “excess” annual revenue be directed to public safety. The charter language earmarks those dollars first for the Dallas Police and Fire Pension System, then for increasing officer pay and growing the force to at least 4,000 sworn officers.
Paxton’s lawsuit, filed in a Dallas County district court, targets the City of Dallas, City Manager Kimberly Bizor Tolbert, and Chief Financial Officer Jack Ireland Jr. for allegedly underfunding public safety in violation of the charter.
The attorney general argues that city officials “acted beyond their legal authority” by using an improper calculation of excess revenue that drastically reduced the amount legally owed to police priorities.
For the 2025–26 fiscal year, the city’s own projections reportedly show about $220 million in excess revenue above the prior year. But Ireland told the Dallas City Council that excess revenue totaled only $61 million—roughly a quarter of that amount—after excluding large categories of city income from the calculation.
Paxton’s filing notes that the city did not cite any state or federal law restricting the use of the excluded revenue, which would be required to legally omit those funds from the Proposition U formula.
Because of this narrower calculation, the proposed city budget allocates far less money to police pensions, officer pay, and hiring than voters required, Paxton says. The lawsuit contends that Dallas’ current hiring plan leaves the department hundreds of officers short of the 4,000‑officer minimum mandated in the charter amendment.
Paxton’s lawsuit also points to another provision of Proposition U that city officials allegedly ignored altogether. The charter requires Dallas to hire an independent third‑party firm each year to conduct a police compensation survey comparing Dallas officer pay and benefits to those of other major North Texas departments.
According to information obtained by the state, no such survey was conducted, despite the charter’s mandatory language. That failure, Paxton argues, makes it impossible for city leadership to honestly claim they are meeting the voter‑approved requirement to make Dallas police pay competitive in the region.
Blue city functionaries hate funding the police because the hard left can’t get any of their sticky fingers into that pile of money…
Two former Harris County Tax Office employees and two local business owners are facing first-degree felony charges in connection with what authorities say was a coordinated vehicle registration fraud operation.
Court filings allege the group worked together to process registrations and title transfers that bypassed required state safeguards, collecting bribes in exchange for pushing transactions through the system.
Adriana De La Rosa, 43, owner of Bella’s Multiservices in South Houston, has been arrested. Oswaldo “Oz” Perez, 51, who is affiliated with the same business, remains wanted.
Former tax office employees Sarah Ambria Anderson, 31, and Renisha Touche Wilkins, 35, were also charged. Both were dismissed from their positions in April 2024.
Investigators allege the activity centered on the Scarsdale branch of the Harris County Tax Office, where nearly 200 questionable transactions were processed. According to reporting from KPRC 2, the employees allegedly accepted cash and gifts in exchange for overriding verification requirements tied to insurance coverage, emissions inspections, and residency. Some vehicles were allegedly coded as tax-exempt, allowing customers to avoid paying required fees.
Authorities further allege that Anderson charged approximately $300 per transaction and transported paperwork in a personal binder to avoid detection.
The case reportedly began after employees in another Texas county noticed Bella’s Multiservices promoting vehicle registration stickers on TikTok and Facebook. Social media posts advertised expedited service and claimed inspections were not necessary. That tip prompted an internal review, which eventually led to a criminal investigation.
This is not known as “keeping a low profile.” One wonders if they might also be charged as accessories for Grand Theft Auto.
The first priority is to control who comes to our country, and more importantly, who stays in our country. Restore Britain will not just stop mass immigration; we will reverse it.
Every single illegal migrant will be securely detained, and then deported. The message will be unrelenting: If you are in this country without permission, you will be removed. For the foreseeable future, far more people must leave Britain than arrive.
If a foreign national is unable to speak English, lives in social housing, claims benefits, refuses to work, fails to integrate, commits crime, or even actively hates our way of life and wishes to do us harm, then they must leave, or be made to leave…
Restore Britain will make our communities safe again for women and children. That I promise you. If that means millions go, then millions go.
We’re constantly told that the economy needs vast swaths of low-skilled migrants. We know that’s simply not true. What we need is to get millions of healthy Brits back into work – a radical overhaul of how welfare is delivered. Protecting those in genuine need, but not funding healthy shirkers to live off the back of hard working men and women. If you can work, you must work. It really is that simple.
There seems to be a lot of enthusiasm for Restore Britain, given their willingness to tackle the illegal alien invasion head on. The irony is the reform leader Nigel Farage looks poised to go from a fringe figure on the right to being ,i>outflanked on the right without ever being elected Prime Minister…
The face of evil: “This Karen called CPS on students’ parents because they chartered a TPUSA chapter at school…A liberal woman in Maryland, Nancy Krause, is facing mass calls to be charged after she weaponized CPS against Calvert County high school students for starting a TPUSA chapter at their school.”
I hope they sure her for every penny she has, and then some.
Stephen Colbert and James Talarico are lying about Trump blocking an interview. CBS merely told Colbert there were equal time considerations for such an interview, and that he might have to interview other Texasw Democratic senate candidates like Jasmine Crockett.
After text messages obtained by news media appeared to corroborate prior reports alleging that U.S. Rep. Tony Gonzales (R-TX-23) engaged in a relationship with his now-deceased regional director, Regina Ann Santos-Aviles — which would violate U.S. House rules — her husband has now come forward in a tell-all interview affirming the claims.
Gonzales, however, continues to deny the allegations and now says he is being “blackmailed” following a settlement request from the husband’s attorney.
Santos-Aviles died months after her husband discovered the affair and confronted Gonzales in what authorities ruled a suicide by self-immolation.
The story has set off a bombshell of controversy, with the most recent evidence being released at the beginning of early voting for the March primary election, where Gonzales faces three challengers in the GOP primary.
Santos-Aviles served as Gonzales’ regional director based in Uvalde, overseeing constituent affairs across 11 of the congressional district’s 23 counties near Texas’ southern border.
Emergency responders found her in the backyard of her home on the night of September 13. A gasoline can was nearby where she laid severely burned. She was taken to the hospital, where she was pronounced dead the next day.
News of the affair was first reported by Current Revolt, which was met with silence by Gonzales until an interview with the Texas Tribune wherein he claimed the reports were not true.
Fast forward, and the San Antonio Express News obtained text messages between Santos-Aviles and another former staffer that purportedly show her writing,“I had an affair with our boss.”
This prompted Gonzales’ main opponent in the GOP primary, Brandon Herrera, to call for his resignation, saying an affair would have violated House rules.
“Tony Gonzales must resign. He not only broke House ethics rules by having an adulterous affair with a member of his congressional staff and by using taxpayer money to fund the affair, but he also broke trust with the public by insisting that the initial reporting of the affair was false,” Herrera wrote in a press statement.
Speaking of Texas politicians behaving badly, here’s a story that doesn’t cover anyone in glory.
After personal details about U.S. Rep. Wesley Hunt were posted online by a senior John Cornyn advisor, the Houston Republican has filed a police report documenting what some are describing as a possible crime under federal or state law.
Cornyn advisor Matt Mackowiak posted images of documents late last week that purportedly listed Hunt’s address, Texas driver’s license number, and the last four digits of his Social Security number. What Mackowiak seems to have designed as a last-minute attack on Hunt has turned a spotlight on Cornyn’s struggle to remain relevant with Texas voters ahead of the March 3 Primary Election.
Mackowiak, who runs Save Austin Now and was head of the Travis County GOP, is someone I know casually. We followed each other on Twitter before my suspension there, and we’ve bumped into each other at various events. As a political consultant/head of Potomac Strategies Group, Mackowiak has worked for some pretty squishy, swampy Republicans.
Cornyn is being challenged by Attorney General Ken Paxton and Hunt for the GOP nomination. Most public polling has consistently shown Paxton leading the field, followed by Cornyn and Hunt. Recent polls have shown Hunt closing that gap. The “doxxing” of Hunt by a senior Cornyn advisor has led some to suggest that perhaps the incumbent’s polling is even worse.
“The only reason you direct fire at someone behind you in the polls is you thinking their momentum will overtake you,” explained a political consultant not working the race. “Whether Cornyn is worried or not, Mackowiak’s actions make their campaign look desperate.”
Yeah, that was pretty stupid of Mackowiak. His post was evidently designed to ding Hunt over some provisional ballot he wasn’t entitled to file in 2016, and frankly my care meter isn’t even twitching. A three-term incumbent attacking a third place candidate does indeed reek of desperation. That said, in my (admittedly limited) understanding of federal laws on personally identifiable information is that none of that stuff quite qualifies as actual PID, so the Hunt campaign is probably going to see that criminal complaint dismissed.
In one of his more unanticipated endorsements, Trump threw his support behind Republican candidate Alex Mealer in her bid for Congressional District (CD) 9, against state Rep. Briscoe Cain (R-Deer Park) and seven other GOP primary candidates.
The district, currently held by U.S. Rep. Al Green (D-TX-9), was heavily impacted by the GOP-favored redistricting map that passed the Texas Legislature during the summer of 2025 — legislation initiated at the White House’s request and voted for by Cain in the Texas House. CD 9 is one of the five congressional districts expected to flip from blue to red in 2026, with a majority of the current CD 9 folded into the new boundaries of the Democratic stronghold of CD 18, where Green is now running instead.
Trump stated in his endorsement of Mealer, “A West Point Graduate, and Combat Decorated Army Bomb Squad Officer, Alex knows the Wisdom and Courage required to Defend our Country, Support our Military/Veterans, and Ensure PEACE THROUGH STRENGTH.”
Cain was supported by Trump for re-election to the Texas House in a mass endorsement issued by the president for House Republicans who voted to pass education savings accounts legislation. The endorsement did not include any members’ pursuit of an alternative office.
According to a recent survey, Mealer leads the Republican primary for CD 9 with 34 percent of the vote, followed by Cain at 26 percent. When the poll was taken there were 10 candidates in the race, but one, Dwayne Stovall, ended his campaign on Tuesday and endorsed Dan Mims.
Among the other endorsements announced by Trump via Truth Social posts on Monday night was for Jon Bonck in his bid for CD 38, left open by U.S. Rep. Wesley Hunt’s (R-TX-38) run for U.S. Senate against incumbent U.S. Sen. John Cornyn (R-TX) and Texas Attorney General Ken Paxton in the Republican primary.
Bonck is up against nine other Republican candidates, including businesswoman Shelly deZevallos, businessman Larry Rubin, and Tomball Independent School District President Michael Pratt. The district’s partisan makeup did not alter after redistricting, remaining at R-65%, per The Texan’s Texas Partisan Index (TPI).
“Jon Bonck is an incredible Candidate,” Trump said in his endorsement.
“He is supported by many MAGA Patriots, including Senator Ted Cruz [(R-TX)], Congressmen ‘Doc’ Ronny Jackson [(R-TX-13)], Brandon Gill [(R-TX-26)], Jim Jordan [(R-OH-4)], and Tim Burchett [(R-TN-2)], among others.”
“A successful Business Executive, Jon knows the America First Policies required to Create GREAT Jobs, Cut Taxes and Regulations, Promote MADE IN THE U.S.A., Unleash American Energy DOMINANCE, and Champion our Nation’s Golden Age,” Trump added.
Trump also endorsed Carlos De La Cruz, brother of Congresswoman Monica De La Cruz (R-TX-15), in his bid for CD 35. The district is currently represented by U.S. Rep. Greg Casar (D-TX-35), but went from a TPI rating of D-70% to R-55% due to redistricting — drawing in a number of Republican candidates eyeing the new GOP-favored seat.
“A Brave, 20 Year Air Force Veteran, and now, as a successful Businessman, Carlos has a Proven Record of Success — He is a WINNER!” Trump posted.
“In Congress, Carlos will work tirelessly to Grow the Economy, Promote our Amazing Farmers and Ranchers, Cut Taxes and Regulations,” he continued, with similar language used in his several other endorsements that night.
He also endorsed in the race to replace retiring U.S. Rep. Morgan Luttrell (R-TX-8), throwing his support behind attorney Jessica Hart Steinmann, who served as the director for the Office of Victims of Crime in the U.S. Department of Justice during Trump’s first presidential term.
Steinmann, now with an edge up, is running in a field with five other Republican candidates, including U.S. Army veteran Nick Tran, Deddrick Wilmer, Jay Fondren, and Stephen Long. Businessman Brett Jensen suspended his campaign following Trump’s endorsement.
Trump said of Steinmann, “As a former appointee in my First Term, and now, as a Highly Respected Attorney, Jessica continues to prove that she has the Wisdom and Courage necessary to uphold our Constitution, and ensure LAW AND ORDER.”
Good news: “The Department of Veterans Affairs (VA) announced that the VA will no longer report veterans to the FBI’s National Instant Criminal Background Check System (NICS) solely because they have been assigned a fiduciary to assist them with their finances. Further, the VA is working with the FBI to remove all the names of veterans who have been unjustly reported to NICS under this guise.
Former Democratic Presidential candidate Jesse Jackson died. Oddly enough, President Trump had good things to say about him.
Well, I didn’t know Jackson, so I’ll always consider him a race-hustling poverty pimp who ran a shakedown operation. He’s probably among the five people most responsible for strained race relations in modern America, behind Obama, George Soros, Al Sharpton and Ibram X. Kendi.
Less frequently recalled is the distress Jackson’s rise caused within the American Jewish community during the 1980s. For many identifiable Jews, and especially for Orthodox Jews, his candidacy was not merely another political development but a moment of rupture. His reference to Jews as “Hymie” and to New York City as “Hymietown” was not dismissed as a careless aside. It was recognized as an anti-Jewish slur, and it left a lasting mark, even becoming the subject of an Eddie Murphy Saturday Night Live skit that captured the moment with uncomfortable precision, as comedy often can.
The episode revealed how quickly old language could reemerge, even from figures celebrated as moral leaders within liberal politics. Jackson’s campaigns compelled Jewish institutions to confront questions about alliance, dignity, and communal security that they had long preferred to manage discreetly. They did more than provoke private discomfort; they produced public argument. On the pages of Jewish newspapers, the debate unfolded in real time, week by week, as each issue went to print, and it was not confined to the usual institutional voices. Orthodox writers, in particular, entered the conversation with a directness that many establishment Jewish leaders found unwelcome but that the moment required.
Three figures responded with unusual clarity. Rabbi Emanuel Rackman, writing in The Jewish Week; Dr. Marvin Schick, writing in The Jewish World; and Rabbi Meir Kahane, writing both in The Jewish Press and in the periodical Kahane: The Magazine of the Authentic Jewish Idea all confronted the Jackson candidacy directly. Each treated Jackson’s candidacy not as an isolated controversy but as a diagnostic moment, asking what it revealed about Black-Jewish relations, the credibility of coalition politics, and the judgment of Jewish leadership itself. They disagreed about almost everything, but they shared one conclusion: The assumptions that had governed Jewish political alliance since the 1960s were beginning to fray.
The desire of western liberal elites to import unassimilated Muslims into the country would pretty much break those assumptions apart.
Dallas officials aren’t the only ones Paxton sued this week: “Texas Sues Temu for Deceptive Marketing and CCP‑Linked Data Harvesting.”
Attorney General Ken Paxton is escalating his campaign against China‑linked tech companies, filing a new lawsuit targeting one of the most downloaded shopping apps in the United States, Temu.
Paxton’s suit names PDD Holdings, Inc. and WhaleCo Inc., the companies behind Temu, alleging they deceptively market the platform as a simple discount marketplace while secretly using it as a vehicle for aggressive data harvesting.
Though PDD moved its principal executive offices from Shanghai to Dublin, Ireland, it still maintains significant operations in China, and Temu has rapidly grown to more than 80 million active users in the United States as of late 2023.
According to the lawsuit, the Temu app is not just a shopping tool—it runs “dangerous software functions” that are “completely inappropriate” for a normal e‑commerce platform.
Paxton characterizes Temu as a digital “trojan horse” capable of bypassing security protocols and creating backdoor access into a user’s private data, all while presenting itself as a harmless way to buy “affordable great products.”
The attorney general alleges that when Texans use Temu, they are unknowingly exposing themselves to a serious digital security threat.
The Temu security threat has been known for a while. Security-aware shoppers will have to forgo such great products as this:
Kurt Schlichter has a word of warning to dog-hating Muslims thinking of moving to the west:
2/16/26 – On Dogs And Those Who Hate Them
Some of us have lived in Muslim countries and understand how they treat dogs, @jaketapper. During one of my deployments, we had to inform the locals, in no uncertain terms, that no, they would not conduct their annual dog cull. In other… https://t.co/eVWowrKwkH
“This is not open to debate. We’re going to keep our dogs as we always have. If you come to our civilization, you’re going to respect our pets, or there’s going to be trouble. John Wick is the moderate position on this issue.”
A fungus among us: “Dangerous superbug spreads in US hospitals…Candida auris infections reported in more than half of US states as healthcare facilities struggle with containment.”
“Western Digital is completely sold out of hard drive production capacity through 2026 due to massive demand from—” (You know exactly what’s coming next, don’t you?) “—AI data centers.”
Happy Friday the 13th, everyone! Good job numbers drop, a court win for Trump on deportations, more California fraud, more Chinese researchers stealing secrets, and the cure for global warming is global warming.
It’s the Friday LinkSwarm!
Naturally, a week after I blog about the “no hire, no fire” economy, it comes out that the economy added 130,000 in January, the most since December 2024. “However, the report shows the U.S. only added 181,000 jobs in 2025.” And the numbers for previous months keep getting revised downwards.
As I’ve said before, I’ll believe we’re out of the Biden Recession when I have a job again…
Petitions for Habeas Corpus to release illegal aliens from detention, or at least grant them bond hearings, have overwhelmed the federal courts, with most district court judges who have ruled on the subject siding with the detained aliens. It was the practice of prior administration from both parties to grant bond hearings. But is it a legal requirement?
A ruling by the 5th Circuit Court of Appeals, which covers critical border state Texas, has rejected the argument that a bond hearing and release is required by law. To the contrary, it held that the applicable legislation passed by congress does not require such bond hearings or release. That prior administrations did not exercise their full powers of detention under the law did not mean the present Trump administration could not do so, the court ruled.
Another win for secure borders and the rule of law in the face of massive leftwing judicial resistance.
The House of Representatives on Wednesday night passed the new Republican-led Safeguard American Voter Eligibility (SAVE) America Act, which requires individuals to present proof of citizenship to register to vote and requires Americans to show ID when voting.
The House passed the legislation, which combined two bills, in a 218-213 vote. The bill saw little support from House Democrats, with Texas Rep. Henry Cuellar being the sole Democrat to join Republicans in passing the legislation.
“It’s just common sense,” House Speaker Mike Johnson told reporters of the legislation. “Americans need an ID to drive, to open a bank account, to buy cold medicine, to file government assistance. So why would voting be any different than that?”
Senate Democrats, of course, with the exception of John Fetterman, will do anything to prevent it from being passed. If they can’t cheat, they can’t win…
Stephen Green: California raked off $370M in taxpayer money to bankroll leftwing activism.
1. Californians voted to fund youth drug prevention through the Cannabis Tax. Instead, $370M in revenue is bankrolling leftwing activism.
2. The money flows through a single unelected nonprofit – The Center at Sierra Health Foundation’s Elevate Youth program.
3. The Center has gotten rich off this arrangement – growing from $11.8M in 2018 to $197M in 2024. The CEO makes over $600K.
4. The Center runs Prop 64 dollars through to a web of NGOs, including the Jakara Movement, Young Invincibles, and Asian Refugees United – for activism, organizing, and voter registration.
5. This is not drug prevention – it’s a taxpayer funded pipeline from the governor’s office to leftwing political organizing.
Snip.
“The state does not pick who gets the grants,” CAL DOGE said. “The intermediary does, bypassing the rigorous procurement processes mandated for direct government contracts under the Department of General Services and State Controller oversight.”
That’s a multimillion-dollar slush fund, in other words, in which tax dollars pass through to the well-connected for the purpose of maintaining Democrat control of the state. And, one presumes, lining pockets along the way —allegedly including Newsom’s:
According to the California Fair Political Practices Commission’s Behested Payment Transparency Report (pg.19-20), in 2020 alone, Sierra Health Foundation was the third-largest payor of behested payments statewide at $14,747,724 and the single largest payee of behested payments statewide at $30,869,901 — payments Newsom solicited from private companies.
“Newsom himself was the top behesting official in the state that year at $226.8 million total,” the report continued, “and Sierra Health Foundation ranked among his top three financial partners in the system.
Los Angeles spent about $418 million on homelessness programs in 2025, yet only a small share went toward helping people leave the streets for good, according to the New York Post. A recent City Hall report suggests most of the money supports short-term services that manage homelessness rather than resolve it.
The review, released as the city prepares major budget cuts, shows that hundreds of millions were directed to hygiene facilities, outreach teams, temporary housing, and vehicle-living programs with limited long-term success. These efforts often keep people in transitional situations instead of moving them into permanent homes.
The Post noted that councilwoman Monica Rodriguez condemned the system, saying, “We’re hemorrhaging money on a homelessness system that was never designed to succeed — and no one is being held accountable for the failure.”
She also argued that ineffective programs are protected instead of evaluated: “If we really wanted to do something about this crisis, we would be advancing real oversight, demanding results, and shutting down programs that don’t work — not protecting a system that keeps spending more while delivering less.”
It’s not designed to end homelessness, its designed to line the pockets of the Homeless Industrial Complex and leftwing activists.
Indeed, California’s entire NGO funding structure is designed to avoid scrutiny.
The money moves smoothly, the explanations pile up, and the ability to see end-to-end quietly disappears. The deeper the look went, the more consistent the pattern became. California doesn’t struggle to explain where the money goes. It has arranged things so the explanation never quite arrives.
Snip.
When the information is pulled in its entirety and organized outside the state’s presentation layer, the scope becomes impossible to miss. More than 1,100 vendors associated with humanitarian-related contracts. Roughly $8.8 billion flowing through them. Not scattered grants. Not pilot programs. An economy of vendors, operating continuously, funded at scale. The dashboard never highlights that universe. It doesn’t need to. It only needs to make seeing it difficult enough that most people never try.
At the same time, at the federal level, the Small Business Administration acknowledged what everyone working in procurement already understands. Billions of dollars under review. Tens of thousands of entities flagged for potential fraud exposure. Large systems, large sums, limited verification, delayed audits. The numbers don’t have to match perfectly to rhyme. They already do. When separate data streams begin pointing toward the same structural vulnerabilities, the story stops being about isolated actors and starts being about architecture.
Requests for clarity meet resistance long before they reach conclusions. Public records requests stall. Narrow questions expand into bureaucratic negotiations. Specific funding totals become “unavailable.” Amy Reihart’s experience in San Diego fits neatly into this rhythm. The data is said to be public, but pulling it cleanly proves elusive. The formal channels exist, but they lead nowhere quickly. What’s left is a familiar posture from the state: the information is technically available, practically unreachable, and always just one more step away.
The same rhythm shows up in how California moves money on the ground. Childcare subsidies offer a clean example. In many states, the government pays providers directly. The path is short. Attendance aligns with eligibility. Eligibility aligns with reimbursement rates. Payments can be checked against records without heroic effort. In California, that line bends. Funds are routed through intermediary NGOs charged with administering the program. The state pays the intermediary. The intermediary interfaces with providers. Documentation flows inward. Payments flow outward.
Following that path takes work. First, identify which NGO controls which geography. Then locate its audit filings, assuming they are current and complete. Then reconcile those filings with procurement records that are already difficult to interrogate. Only after that does the provider level come into view. Each step adds distance. Each handoff adds discretion. Sources describe monthly subsidy flows exceeding $1,400 per child with minimal verification. Whether every dollar is misused is unknowable from the outside. What is visible is how easily the structure absorbs misuse without producing alarms.
That same opacity shows up beyond childcare. Walk through downtown Los Angeles and the conversations repeat. Not policy debates. Observations. Barbers, bartenders, people who work late and walk home early. The homeless system comes up unprompted. Everyone knows how much money moves through it. Everyone knows how little seems to change. Deliveries arrive at storefronts with no customers. Benefits circulate with minimal identification. Stories circulate about organized applications and quiet laundering through approved channels. None of this appears on a dashboard. It doesn’t need to. It lives in the gap between official narratives and daily experience.
The system doesn’t rely on secrecy. It relies on diffusion. Money enters labeled as humanitarian assistance, housing support, community partnership. It passes through nonprofit layers that soften scrutiny and multiply explanations. By the time it reaches the ground, responsibility is spread thin enough that no single ledger tells the whole story. Each participant can point upward or downward and remain technically correct. Oversight exists everywhere in theory and nowhere in practice.
Organizations operating at the intersection of activism and public funding sit comfortably inside this environment. The Solidarity Research Center in Los Angeles, connected to broader political networks, is one example drawing attention. Not because of slogans or mission statements, but because proximity to power and insulation from scrutiny tend to travel together. When funding, politics, and moral language overlap, questions are framed as attacks and audits become optional. The structure does the work long before anyone has to defend it.
The contrast between damage and response is hard to ignore. Drive through the Palisades fire zone and the destruction remains visible. Burned properties. Long stretches untouched. The rebuild lags. The NGO signage does not. Clean placards promise recovery, resilience, and renewal, often paired with donation links. The messaging arrives faster than the materials. The branding arrives faster than the permits. Money is already being organized, even as the outcomes remain distant. It’s a familiar sight in California: urgency in fundraising, patience in results.
None of this happens by accident. The systems are too consistent. The barriers appear in the same places. Presentation layers substitute for access. Intermediaries substitute for accountability. Requests for detail meet friction rather than answers. The result is a machine that keeps moving regardless of whether anyone outside it can explain how. For the people inside, it works. For the public, it produces impressions instead of records.
The report’s overview notes the beaming confidence of Georgia Secretary of State Brad Raffensperger on the morning after the election. Appearing on the Today Show, Raffensperger said a record 4.7 million Georgia voters cast a ballot in the election. More importantly, the secretary of state said only 2 percent of the ballots remained to be counted. Trump, at that time, led Biden by nearly 104,000 votes, seemingly more than enough for a Georgia win. Raffensperger, at the time, said about 94,000 ballots had yet to be counted.
“We can see where the candidates are right now in both presidential, congressional, senatorial. When you look at how many votes are out there, even if one of the candidates got 100 percent it probably wouldn’t be enough to move it on way or another,” the elections official told the Today Show crew. He should know, the report notes. The secretary could see the numbers in real time through the state elections database.
Raffensperger added that his office would wait until everything was done.
When the dust settled, the confident secretary turned out to be very wrong. The final vote count — at least then — was an incredible 5.023 million. Between the time Fulton County’s polls closed on Election Day and the final ballot was tallied, the number of absentee ballots soared from 74,000 to more than 148,000, according to the report.
Trump went from the verge of winning a key battleground state to losing it. Just like that.
“At the time of this writing, no known explanation has been provided to justify” the surge in ballots, the report states.
Snip.
The number of absentee ballots counted doesn’t match the number of credited voters, the report notes. It draws from Fulton County and state records that show 148,318 ballots were counted in the 2020 election, although only 125,784 voters were recorded as casting an absentee ballot. That’s a difference of 22,534 votes between the absentee ballots tallied and the number of individuals given credit for voting.
“Remember: the margin between President Trump and Joe Biden was 11,779 votes…and that was the THIRD certified number and didn’t match either of the first two counts….the counties could not get their numbers to match from the first count to the second to the third…..
Ukraine also hit a GRAU arsenal in Volgograd with multiple missiles. GRAU is the umbrella organization for Russian logistics.
While Russia has continued to eek out ever smaller territorial gains at high cost, Ukraine just liberated 100 square kilometers of territory in Huliaipole, Zaporizhzhia oblast. “Ukrainian forces have liberated the towns of Dobropillia, Pryluky, Olenokostiantynivka and part of Varvarivka in an assault south on the Zaporizhzhia Frontline.”
Scientists at the University of California, Irvine have discovered that climate change is causing nitrous oxide, a potent greenhouse gas and ozone-depleting substance, to break down in the atmosphere more quickly than previously thought, introducing significant uncertainty into climate projections for the rest of the 21st century.
A recent watchdog report revealed that several top-ranked American universities have brought in Chinese academics who have links to Chinese military-linked technology firms like tech behemoth Huawei and other Chinese firms linked to the CCP’s state security endeavors.
A conservative non-profit watchdog group, the American Accountability Foundation, reported that it found nearly two dozen Chinese academics working at elite U.S. schools and labs “who, because of the dual-use threat of their research, close ties to the military research sector in China, and/or clear ties to the Chinese Communist Party” and as such “should be expelled from the United States or never be re-admitted.”
The new AAF report pointed out that multiple Chinese students working at American universities had previously collaborated on projects with researchers at Huawei, including working with researchers at the Internal Cybersecurity Lab at Huawei.
Just the News also found that at least one of the Chinese academics had also worked at iFlytek — a similarly blacklisted Chinese company which often collaborates with Huawei. The U.S. National Security Commission on Artificial Intelligence stated in 2021 that “national champion” firms such as Huawei and iFlytek help “lead development of AI technologies at home” and “advance state-directed priorities that feed military and security programs.”
Snip.
The AAF report argued that Guangyao Chen “poses a high national-security and dual-use risk due to his expertise in adversarial machine learning” and that “this risk is amplified by his training at Peking University, PRC government funding, and collaborations with PRC universities and Huawei, placing his work squarely within China’s military-civil fusion ecosystem.”
Chen currently appears to be affiliated with Cornell. The ResearchGate page for Chen says that his “top co-authors” include Lin Du, a researcher at Huawei. Chen appears to have conducted multiple research projects with the Huawei researcher. The Huawei scientist’s ResearchGate profile lists Du’s skills and expertise as being “computer vision,” “object recognition,” and “machine learning.”
Snip.
Meng Wanzhou, Huawei’s CFO and the daughter of the company’s founder, was arrested by Canadian authorities in December 2018 at the request of the U.S., indicted in the Eastern District of New York in January 2019, and charged with bank fraud and wire fraud as well as conspiracy to commit both, but was allowed to walk free by the Biden Administration in 2021 in a deferred prosecution agreement wherein she admitted violating U.S. law.
Snip.
Fengqui You, a Cornell professor, leads the Fengqui You Research Group at Cornell, which is “pushing the boundaries of systems engineering, artificial intelligence, and data science.”
Chen is listed as a member and Fengqui You is listed as the principal investigator for the lab. You attended Tsinghua University, which the House Select Committee on the CCP has warned about. You did not immediately respond to a request for comment.
Snip.
The report by AAF said that Cen Zhang’s “prior work with Chinese entities and his influential role at Georgia Tech is highly concerning given the nature of computer science’s impact on U.S. national security.”
Zhang co-authored a 2021 paper on “Practical Binary Fuzzing Framework for Programs of IoT and Mobile Devices” — related to security vulnerabilities for mobile phones and other smart devices — with co-authors Xiaoxing Luo and Miaohua Li from the Internal Cyber Security Lab at Huawei Technologies.
Zhang has also conducted research with Hongxu Chen, who now lists himself as a lead engineer at Huawei, and who also went to Nanyang Technological University.
Zhang’s personal curriculum vitae also says he was previously an algorithm and engine development engineer for iFlytek. Zhang says on his GitHub page that he won the “Best New Employee Award of Year” at iFlytek in 2017.
The firm has long received state support and recognition from China’s government. The company was named a national “AI champion” by the Chinese Ministry of Science and Technology in 2018.
The Commerce Department said in October 2019 that iFlytek was among more than two dozen Chinese entities added to a U.S. blacklist, saying they were “implicated in human rights violations and abuses in the implementation of China’s campaign of repression, mass arbitrary detention, and high-technology surveillance against Uighurs, Kazakhs, and other members of Muslim minority groups.” Liu Qingfeng, iFlytek’s founder and CEO, is also a deputy to the National People’s Congress, the CCP’s rubber-stamp national legislature.
There are problems with how this piece is organized, but I wanted to capture the names (some of which are are already familiar) to keep track of them. At this point, any organization that hires a Chinese national for scientific research should assume they’re stealing data.
The legislation raises the current $10 billion asset threshold that caps debit card fees for banks and index annually to inflation.
Sen. Cruz said, “The Durbin Amendment was not designed for the current economic and regulatory reality and subjects community banks to fee limits that the original language intended for much larger institutions. My legislation modernizes the interchange fee cap to reflect inflation, helping small banks support local economies while lowering banking costs for Americans.”
Sen. Britt said, “As we’ve seen in so many instances, countless regulations in the Dodd-Frank Act were not only onerous but set fixed thresholds that have become outdated over time, and the Durbin Amendment is no exception. The largest burden is on our smallest financial institutions who provide vital sources of credit to Main Streets that drive our local economies. This commonsense legislation would simply index, to both inflation and COLA, the outdated threshold in this provision of Dodd-Frank, ultimately providing relief for our community banks who were never intended to be burdened by this regulation.”
Companion legislation was introduced in the House by Rep. Andy Barr (R-KY-6).
Rep. Barr said, “The Durbin Amendment was sold as a win for consumers in the Dodd-Frank Act by Democrats. Instead, it’s hurt Kentucky’s community banks and credit unions that do so much for underserved communities by limiting their ability to grow and compete with larger financial institutions. I’m working with Senator Cruz to fix this — because Washington shouldn’t be picking winners and losers at the expense of our local banks and the families they serve.”
This bill is supported by Americans for Tax Reform, Independent Bankers Association of Texas, and the Texas Bankers Association.
A new political organization has launched with the stated goal of countering one of Austin’s most powerful and long-standing special interest groups.
Republicans Against Texans for Lawsuit Reform, a 501(c)(4) organization, announced its formation this week. It is positioning itself directly against Texans for Lawsuit Reform (TLR), the influential tort reform group that has played a major role in Texas politics for decades.
On its website, Republicans Against Texans for Lawsuit Reform (RATLR) accuses TLR of abandoning its original mission and becoming what it describes as a major player in the “Austin swamp.” The group argues that TLR, which began in the mid-1990s advocating civil tort reform, now prioritizes the interests of “big business, big pharma, and big insurance” over conservative policy outcomes and Texas citizens.
RATLR also points to millions of dollars in political donations—including contributions to Democrats and Republican incumbents it labels as “RINOs”—as evidence that TLR wields outsized influence at the Texas Capitol.
“Protecting big business, big pharma, and big insurance should never override protecting you, Texas’ citizens,” the group states.
RATLR says it plans to focus on grassroots education and outreach, including speaking engagements with conservative groups across the state. The executive director is James Wesolek, the former communications director for the Republican Party of Texas.
So here’s a longish essay by Hugh Hendry on gold, Bitcoin and fiat money. I don’t necessarily agree with everything, but he has a provocative argument that creation of fiat money was justified to keep the entire economic system from breaking down.
he defining monetary lesson of the twentieth century was not ideological. it was traumatic. it emerged not from debates about socialism versus capitalism, or keynes versus hayek, but from the lived experience of what happens when economic systems impose rigidity on societies already under extreme stress.
after the first world war, germany was not a failed society. it was bruised, diminished, politically unstable, and deeply resentful, but it remained functional. industry existed. labour existed. institutions existed. the system was strained, not yet broken. the collapse came later, and it was not inevitable.
versailles changed that.
the treaty was not merely punitive. it was vindictive and economically illiterate. reparations were demanded in hard terms, payable in gold, at precisely the moment germany’s productive capacity was being constrained. forgiveness was absent. flexibility was absent. economic reality was ignored.
when germany struggled to meet those obligations, the response was not renegotiation but enforcement. in 1923, french and belgian forces occupied the ruhr valley, seizing control of germany’s industrial heartland, its coal, its steel, its metal production, while still demanding gold payments to the allied victors. output was taken. gold was still required. rigidity was imposed from both ends.
this was the breaking point.
what followed was not ideological radicalisation in the abstract, but economic paralysis in practice. unemployment surged. production collapsed. a growing share of the adult population became economically useless. not inefficient. not underpaid. useless. idle. watching. waiting. that condition does not produce reflection or moderation. it produces rage. and hyper-inflation.
hard money did not cause the collapse of weimar germany. but it failed catastrophically to absorb the trauma. and when institutions fracture under mass unemployment, money fractures with them. hyperinflation wasn’t softness. it was panic. it was the monetary expression of legitimacy evaporating in real time.
that sequence mattered. and it was remembered.
a decade later, the world faced another shock that threatened to replay the same pattern at a far larger scale. the crash of 1929 produced mass unemployment, collapsing demand, and the genuine possibility that the american system would follow germany down the same path. the ingredients were familiar: idle men, shuttered factories, political stress, and a rigid monetary framework that transmitted pressure rather than absorbing it.
this time, the response changed.
gold was abandoned as the governing constraint, not because it was immoral or discredited, but because it was brittle. too rigid to cope with systemic trauma. under gold, pressure concentrates until something snaps. under fiat, pressure disperses. elasticity replaced purity. monetary doctrine abandoned to keep the system intact.
the response was ugly. it was unfair. it produced deserved anger. but it worked.
the united states survived intact. unemployment was brutal, but the political centre held. extremism remained marginal. fiat didn’t heal the trauma, but it prevented it from metastasising. that became the lesson: in moments of economic shock, hardness accelerates entropy, while monetary elasticity buys time. and time, in stressed societies, is the difference between repair and collapse.
this was not an argument against scarcity. it was an argument against rigidity in the wrong place, at the wrong time. fiat emerged not as an ideological triumph, but as an adaptive response to the catastrophic failure of hard constraints under conditions of mass unemployment.
that distinction matters, because bitcoin did not arrive to overturn this lesson. it arrived long after, in its aftermath.
fiat’s ugly success.
over the subsequent century, that logic has been tested repeatedly, and each time it has been reaffirmed under pressure.
the global financial crisis of 2008 was not a scare or a stress test. it was a system-wide cardiac arrest. the banking system was insolvent in any meaningful sense. the only open question was whether circulation could be restarted before institutional damage became permanent. the response was not elegant. rules were bent. balance sheets were expanded. losses were socialised. hard constraints were suspended to keep the system alive. it was ugly, unfair, and morally nauseating to me and many others. it also worked.
the same pattern repeated during the pandemic. supply chains froze. borders closed. hospitals filled. the phrase “human extinction” escaped the laboratory and entered the bloodstream of culture. belief alone was enough to threaten collapse. once again, fiat leaned in. too much some say. money expanded. credit expanded. time was frozen. people were paid to stay home while the system was held upright. once again, rigidity was rejected in favour of elasticity. once again, the worst tail events were avoided.
this is what fiat does well.
it absorbs shocks that hard systems transmit. it disperses pressure instead of concentrating it. it allows societies to survive periods of mass dislocation without forcing immediate liquidation of people, institutions, or legitimacy. in a world repeatedly exposed to financial crises, pandemics, and geopolitical shocks, this has proven to be a feature, not a bug.
elasticity, however, is not free.
the cost shows up as inflation. not as a temporary inconvenience, but as a ratchet. prices spike, settle, and then remain elevated. grocery bills do not return to their old levels. this is the mechanical consequence of pushing risk forward in time. fiat smooths the present by borrowing from the future.
this matters most for those without assets. for the disenfranchised, inflation is not a macroeconomic abstraction or a debate about models. it is a daily budgetary pressure. rent before wages. food before leisure. energy before dignity. when prices ratchet higher, there is no portfolio adjustment, no rebalancing, no clever hedge. there is only less room to breathe.
modern financial systems are exceptionally effective at protecting those who already participate in them. the franchise holders. equities rise with nominal growth. property absorbs inflation and then some. credit, leverage, index-linked instruments, real assets, productive ownership. the menu is broad, liquid, and proven. elasticity doesn’t destroy capital for insiders. it often enriches them. asset prices inflate faster than wages precisely because the system is designed to keep capital mobile and solvent.
the burden falls elsewhere.
what inflation punishes is not thrift in some moral sense, but exclusion. money left idle because it must be. capital that cannot move because it does not exist. patience without agency. this is not a judgment about behaviour. it is a structural outcome. fiat rewards participation and mobility, not fairness. and over long periods of sustained monetary elasticity, that distinction compounds into something corrosive. something unfair.
I’ve mostly been staying away from the Epstein file revelations, mainly because there’s too much information to sift through and too little context to determine what’s true and what’s BS. The noise-to-signal ratio is high, as is the constant danger of confirmation bias. But this little nugget from Asmongold is certainly…suggestive.
The word “jerky” shows up repeatedly in many files, and appears to be a code word for something. In rising order of disturbing possibility, it might refer to:
Actual beef jerky. This seems unlikely, due to the phrase “walk the beef jerky over to you.” Also, you don’t need to freeze jerky. And “who sends beef jerky to a lab for analysis?”
Cocaine or some other illegal drug. Given what we know about Epstein, supplying cocaine to himself, celebrities and world leaders doesn’t even cause the moral turpitude meter to twitch.
Underage girls (or possibly boys). Disturbing, but already baked into the unsavory Epstein pie.
Actual human flesh. Epstein’s freaky child sex cult also includes ritual cannibalism. Hindustan Times says “‘Cannibal’ appears 52 times in the Epstein files, while ‘cannibalism’ is mentioned six times.” Hmm.
Of course, just the appearance of the word “cannibalism” doesn’t mean Epstein was actually practicing it. As a control, my “do you never delete anything?” incoming emails include 299 mentions of “cannibalism,” but I receive a lot of emails from weird news providers and horror publishers. But by contrast, it only appears 14 times in my outgoing emails: 12 are replies to messages that included the word (usually to horror publishers), and the other two are obituary notices for directors or actors with cannibal films in their filmography.
So yeah, that’s suspicious. As is the “jerky.”
At the end of the Asmongold video, he shows a Tweet that’s supposedly from Epstein’s last girlfriend, Belarusian dentist Karyna Shulyak, who states “They sacrifice children to Lucifer, it’s an entire cult.” Now it’s entirely possible that Epstein (who has proven to be, at the very least, an unreliable source) just made that shit up. And, as modern political events have proven, there’s no shortage of crazy women in the world. Extraordinary claims demand extraordinary evidence. Still, a decade ago, who would have believed that the world’s elites would participate in an underage sex conspiracy with a proven pedophile panderer?
Congress should seek to get her to testify under oath, just in case, and let the evidence speak for itself.
Finally, vaguely related and probably unfair (it should be Clinton rather than Obama), here’s a meme stolen from Sarah Hoyt:
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…
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.
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…
