Good news for the central Texas economy: Samsung’s new Taylor fab is going to build AI chips for Telsa.
Tesla’s next-generation AI6 chip, designed to power the Full Self-Driving (FSD) system, will be manufactured at Samsung’s new, massive chip fabrication plant in Texas, strategically located near Tesla’s Model Y and Cybertruck production facilities.
They’re both on the outskirts of east Austin, though different parts of east Austin (Telsa’s plant is south, and Samsung’s new Taylor fab way north). Google maps say they’re about 27 miles apart as the crow flies, or 36 minutes apart if you take the 130 toll road.
“Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate,” Elon Musk wrote on X late Sunday night.
Musk continued, “Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.”
“Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency,” he noted, adding, “This is a critical point, as I will walk the line personally to accelerate the pace of progress. And the fab is conveniently located not far from my house.”
As to Musk “personally walking the line to accelerate the pace of progress,” presumably in a full bunny suit, I fail to see how that’s going to help anything. Most modern fabs have extremely efficient, streamlined operations that aren’t amenable to improvement via random billionaires walking their floor.
Samsung confirmed that it will produce Tesla’s AI chips as part of a $16.5 billion chipmaking deal, marking a major win for its underperforming foundry division, according to Bloomberg.
A foundry is a fab that manufactures chips for other companies rather than it’s own designs. Samsung has both fabs for its own chips and a foundry business.
The AI6 chip will be produced at Samsung’s chip plant in Taylor, Texas. The new facility was partially funded through the Biden-Harris administration’s CHIPS and Science Act and is focused on manufacturing advanced logic chips for mobile devices, 5G, high-performance computing, and AI applications.
My previous critique of the CHIPS act can be found here.
Tesla’s partner in the deal, Samsung’s Taylor Fab semiconductor location — which broke ground in 2022 and is expected to be fully operational in the City of Taylor come 2026 — aims to increase the production of semiconductor-related initiatives that’ll “power next-generation technologies” including 5G, high-performance computing, and various forms of AI.
The South Korean company, Samsung Technologies, first planted its roots in Texas in 1996, in Austin.
Tesla has multiple locations across the Lone Star State, including its primary manufacturing hub and headquarters near Austin, the “Gigafactory,” which boasts over 10 million square feet in floor space or 2,500 acres.
Snip.
Samsung Electronics announced on Monday it had signed a $16.5 billion contract with a “large global company” — revealed by Musk in the aforementioned X posts, although kept anonymous by Samsung. The contract’s tenure spans from July 24, 2025 to December 31, 2033.
Musk clarified in another X post that he believes the $16.5 billion number is “just the bare minimum,” and that the “actual output” of this collaboration between Samsung and Tesla will be “several times higher.”
There’s been a lot of (somewhat justified) concern over the dependence of American tech companies like Nvidia and Apple on Taiwan-based TSMC to fab their cutting edge sub-10nm chip designs. The problem has been foolishly phrased as “America can’t make chips anymore,” which is false, as American fabs churn out millions of chips every month. The problem is “lack of available domestic sub-10nm wafer starts,” a problem exacerbated by the fact that there are only three companies in the world that have the knowledge and resources to building cutting edge fabs, the cost of which is now pushing $20 billion.
Fortunately for Texas, Samsung is one of those three companies, and together with TSMC’s new fab in Arizona and Intel’s new fab in Ohio, a lot of those capacity constraint problems are being addressed.
In a dramatic last-minute move, Texas Gov. Greg Abbott (R) vetoed a total ban on recreational cannabis that had been backed by Lt. Gov. Dan Patrick (R), causing a rare rift between the state’s top elected officials.
Abbott signed the veto of Senate Bill 3 on Sunday just one hour before its deadline, calling for a special legislative session in mid-July to address the state’s wild-west cannabis market.
The move came one day after Abbott signed House Bill 46, which dramatically expanded the state’s medical cannabis program to include a wide range of new conditions, put dispensaries across the state and allow the sale of new products such as vaporizers.
Senate Bill 3, which passed last month after a bitterly contested fight, represented what the Houston Chronicle has called a “civil war” between medical and recreational cannabis, in which medical — until Sunday — appeared to have won.
In a Sunday statement, Patrick blasted the veto — and Abbott. “His late-night veto, on an issue supported by 105 of 108 Republicans in the legislature, strongly backed by law enforcement, many in the medical and education communities, and the families who have seen their loved ones’ lives destroyed by these very dangerous drugs, leaves them feeling abandoned,” Patrick said.
Allowing Senate Bill 3 to become law — knowing that it faces a lengthy battle that will render it dead on arrival in court — would hinder rather than help us solve the public safety issues this bill seeks to contain. The current market is dangerously under-regulated, and children are paying the price. If Senate Bill 3 is swiftly enjoined by a court, our children will be no safer than if no law was passed, and the problems will only grow.
He further states that because SB3 bans any amount of THC, it falls below the federal threshold. “It therefore criminalizes what congress expressly legalized and puts federal and state law on a collision course.” He also notes the possibility of abusive private property seizures under the bill.
“Abbott urged lawmakers to consider an approach similar to the way alcohol is regulated, recommending potential rules including barring the sale and marketing of THC products to minors, requiring testing throughout the production and manufacturing process, allowing local governments to prohibit stores selling THC products and providing law enforcement with additional funding to enforce the restrictions.”
The 89th Texas Legislature will gavel back in for a special session on July 21 — called by Gov. Greg Abbott an hour after he vetoed the hotly-debated Senate Bill (SB) 3 banning THC-derived products on Sunday night.
Abbott specified five bills that he intends for the Legislature to address besides SB 3: SB 1758 by Sen. Brian Birdwell (R-Granbury), related to the operation of cement kilns;
SB 1253 by Sen. Charles Perry (R-Lubbock), regulating certain water projects;SB 1278 by Sen. Tan Parker (R-Flower Mound), on affirmative defense in cases of human trafficking;SB 2878 by Sen. Bryan Hughes (R-Mineola), concerning the operation of the state judicial branch; and SB 648 by Sen. Royce West (D-Dallas), related to recording requirements of real property.
“At this time, the Governor has identified several bills that were vetoed or filed without signature that will be placed on the upcoming Special Session agenda for further consideration,” his press release read.
“Working with the Texas Legislature, we delivered results that will benefit Texans for generations to come,” said Abbott in a press release shortly after midnight — the 20-day deadline for the governor to take action on bills passed during the regular session.
He noted that all seven of his emergency priorities passed during the regular 89th session, which spanned from January 13 to June 2 — property tax relief, generational investment in water, raising teacher pay, expanding career pay, school choice, bail reform, and creating the Texas Cyber Command.
The clash between Abbott and Patrick is interesting, because the state’s two highest elected officials rarely feud so publicly. (Privately is a different matter; those two are not best buds, but they have an effective working relationship.)
It’s also interesting because of the clash between conservative and libertarian impulses. Neither Texans nor the legislature have ever voted for full marijuana or THC legalization. It seems that Dan Patrick and the legislature are merely instructing localities to actually enforce existing state law. But, as Abbott notes, the threshold apparently clashes with federal law.
There’s a case to be made for marijuana legalization on the ground of personal autonomy, but both de facto and de jure marijuana legalization in other states have brought along with them considerable negative externalities, from sketchy potheads in broken RVs trashing formerly respectable neighborhoods to state and national forests trashed by illegal grow operations. Oklahoma has suffered from Chinese mob control of the marijuana trade. legalization seems to have made these problems notably worse, by making law enforcement disinclined to go after any grow operations.
In other states, the “medical marijuana” loophole has been expanded so far that you can drive several weed-filled 18-wheelers through it.
The Austin-area quasi-legal “three smoke shops in a half mile stretch” status quo (which SB3 would theoretically eliminate) probably isn’t socially healthy. But it’s entirely possibly that they’re less unhealthy than current full legalization regimes in other states.
On the other hand, marijuana prohibition at the federal level should be repealed because it violates the 10th Amendment, and the idea that the federal government can prohibit what someone can grow and consume on their own land is absurd, unconstitutional, and rests on the horrible precedent of Wickard vs. Filburn.
Polls seem to show a majority of Texas voters oppose a THC ban, but want to see it more heavily regulated. Usual poll caveats apply, and transient public opinion is not the final arbiter in representative government, but I think it’s safe to say that the majority of Texans are considerably less enthused about a THC ban than Dan Patrick.
I’m not entirely sure of the best way forward. Abbott’s suggestion for alcohol-type regulation going forward is probably better (and more likely to withstand legal challenge) than Patrick’s more heavy-handed approach. Whatever law is settled on, Austin and a few other locals will almost certainly continue to under-enforce it.
Marijuana legalization has often been cited as a slippery slope to full drug legalization, and we have seen much of that in deep blue hellholes like San Francisco. But in Texas, while there does indeed appear to be a slope, it doesn’t seem particularly slippery…
This week brought not one, but gully washers to the Austin area, so now I’m fighting a war against a zillion millipedes climbing the walls to invade every nook and crevice of my home, so I’ve been spraying a lot of pesticide around windows. A Supreme Court win for Trump, lots of budget wrangles, a look at the burgeoning Democrat Party civil war, antifa finally gets investigated, and more Harvard-bashing from the Babylon Bee.
The Supreme Court on Friday sided with the Trump administration – allowing them to revoke temporary legal status granted to over 500,000 immigrants by the Biden administration.
In a 7-2 vote, the court granted an emergency application filed by DHS Secretary Kristi Noem that ends the Biden program which granted 532,000 people from Cuba, Venezuela, Haiti and Nicaragua permission to temporarily live and work in the United States.
This Part 1 report will focus on the George Soros-funded NEO Philanthropy which is funding and orchestrating a massive, nationwide illegal immigration scheme through NEO’s the Four Freedoms Fund.
In the 2024 election, NEO Philanthropy’s Four Freedom Fund sought to raise $5 million to help illegal immigrants stay in the country in the event of a victory by Donald Trump.
A Capital Research report shows NEO Philanthropy and its advocacy sibling received $21 million from the Soros Network to support “advocacy on Latinx rights and empowerment,” change policy in North Carolina, register voters and fund get-out-the-vote efforts among “historically disenfranchised voters” (read: likely Democrats), and boost the Movement for Black Lives.
The Four Freedoms Fund is a donor collaborative of NEO Philanthropy. The Fund primarily focuses on pushing left-of-center immigration policies, including “legalization of undocumented immigrants” through a path to citizenship and comprehensive immigration reform legislation. The Fund is critical of what it calls “anti-immigrant ordinances” created by conservative legislators, including deportations by U.S. Immigration Customs Enforcement (ICE).
NEO Philanthropy (formerly Public Interest Projects) is a New York-based nonprofit that serves as a fiscal clearinghouse for left-of-center causes. The group serves as a vehicle for left-of-center foundations to pool resources, hosts donor-advised funds, and sponsors various advocacy projects.
The organization is the fiscal sponsor of left-of-center entities, including the Funders Committee on Civic Participation, a voter mobilization group. Disbursing grant money remains one of NEO’s primary functions; NEO Philanthropy gave close to 60 percent of its total expenditures as grants.
Inside Philanthropy described NEO as “an intermediary that doesn’t have its own resources for grantmaking.” The group receives funding from major left-of-center donors institutions including the Atlantic Philanthropies, George Soros’s Open Society Foundations, the Ford Foundation, the MacArthur Foundation, the Gill Foundation, the Pew Trusts and the Carnegie Corporation, among others. The organization and similar left-of-center groups that engage in “nonpartisan” voter registration have received criticism for appearing to favor the registration of voters exceptionally likely to vote for Democrat candidates.
According to a 2016 report, an Obama administration appointee managed a fund that George Soros used to bankroll election-related activities likely increasing the number of “voters of color” and “improving odds” of electing preferred candidates.
Karen Narasaki, a commissioner of the U.S. Commission on Civil Rights, managed the Soros-backed NEO-linked Shelby Response Fund. Narasaki worked as a corporate attorney at Russia Collusion hoax conspirator Perkins Coie in Seattle.
Florida Governor Ron DeSantis slammed Congressional Republicans on Tuesday over their lack of action on cutting the government waste and abuse identified by the Department of Government Efficiency (DOGE).
Back in March, Congress passed the Full-Year Continuing Appropriations and Extensions Act, 2025, which maintained funding for USAID at the FY 2024 level, effectively extending existing funding for the purportedly “rogue agency” through September 30, 2025.
The “Big Beautiful Bill,” which narrowly passed in the House of Representatives last week, reportedly includes $1.5 trillion in spending cuts, including the largest-ever welfare reform.
But because it is a reconciliation bill, Senate rules limit the cuts to “mandatory” spending only, such as Medicaid and Food Stamps, White House Deputy Chief of Staff for Policy Stephen Miller explained on X. The DOGE cuts are overwhelmingly discretionary, not mandatory, so they are not addressed in the Big Beautiful Bill.
Many conservatives have expressed disappointment that Republicans have failed to codify any meaningful cuts in wasteful discretionary spending, as identified by DOGE, in separate bills. Meanwhile, the director of the National Economic Council promised last week that “way more spending cuts” are coming later this year.
In a post on X, DeSantis put the heat on Republicans to do just that, pointing out that DOGE Chief Elon Musk “took massive incoming,” which included “attacks on his companies” and “personal smears” while leading the DOGE effort. “He became public enemy #1 of legacy media around the world,” DeSantis wrote. “To see Republicans in Congress cast aside any meaningful spending reductions (and, in fact, fully fund things like USAID) is demoralizing and represents a betrayal of the voters who elected them,” the governor added.
“House Republicans plan to tee up its first Department of Government Efficiency (DOGE) cut bill next week targeting foreign aid, National Public Radio (NPR) and the Corporation for Public Broadcasting (CPB), Rep. Marjorie Taylor Greene (R-Ga.) revealed on Wednesday.” Call me thick, but I just don’t see how Republicans can beat a Democratic filibuster without reconciliation, and I don’t think they can use that for this bill.
Hispanic moderates increasingly resemble white moderates politically. They are voting their ideology and political views not their group identity. This is further illustrated by examining Hispanic moderates’ more specific political views.
1. Hispanic moderates think the Democrats have moved too far left. In a 2024 YouGov survey for The Liberal Patriot and Blueprint, three in five Hispanic moderates agreed the Democratic Party had moved too far left on economic issues and about the same felt they’d moved too far left on “cultural and social issues.”
2. Hispanic moderates are hawkish on illegal immigration. In the same survey, more of these voters thought “America needs to close its borders to outsiders and reduce all levels of immigration” than believed “people around the world have the right to claim asylum and America should welcome more immigrants into the country.” Most Hispanic moderates endorsed a combination of border security and more legal immigration.
Also in that survey, net support (support minus oppose) among Hispanic moderates for a proposal to “use existing presidential powers to stop illegal migrant crossings at the U.S.-Mexico border” was 59 points (63 percent to 4 percent). Similarly, Hispanic moderates supported by 36 points restricting “the ability of migrants who illegally cross the U.S.-Mexico border to seek asylum.” And they backed deputizing “the National Guard and local law enforcement to assist with rapidly removing gang members and criminals living illegally in the United States” by 34 points.
3. Hispanic moderates are tough on crime and supportive of law enforcement. Hispanic moderates supported by 53 points a proposal to “increase funding for police and strengthen criminal penalties for assaulting cops.” These voters even supported by 17 points a draconian proposal to “change federal law so that drug traffickers can receive the death penalty.”
4. Hispanic moderates are opposed to Democrats’ stance on transgender issues. In a 2023 YouGov survey for The Liberal Patriot, voters were offered the following three choices:
States should protect all transgender youth by providing access to puberty blockers and transition surgeries if desired, and allowing them to participate fully in all activities and sports as the gender of their choice;
States should protect the rights of transgender adults to live as they want but implement stronger regulations on puberty blockers, transition surgeries, and sports participation for transgender minors; or
States should ban all gender transition treatments for minors and stop discussion of gender ideology in all public schools.
The first position here, emphasizing availability of medical treatments for trans-identifying children (euphemistically referred to as “gender-affirming” care) and sports participation dictated by gender self-identification, is unquestionably the default position of the Democratic Party. Indeed, to dissent in any way from this position in Democratic circles is still enough to earn one the sobriquet of “hateful bigot”—or worse. Yet less than a fifth of Hispanic moderates (19 percent) endorse this position. Nearly twice as many of these voters endorse the strictest position: that medical treatments for transgender children should simply be banned, as should discussion of gender ideology in public schools. And 45 percent favor the second position, advocating stronger regulation on puberty blockers, transition surgeries, and sports participation for transgender minors. Together, the latter two positions make it four-to-one among Hispanic moderates against the Democratic position.
5. Hispanic moderates want cheap, reliable energy not a renewables revolution. Cost and reliability is what Hispanic moderates really care about when it comes to energy. Given four choices of their energy policy priorities in a 2024 YouGov climate issues survey for AEI’s Center for Technology, Science and Energy, 49 percent of these voters said the cost of the energy they use was most important to them. Another 25 percent said the availability of power when they need it was most important. Together that’s 74 percent of Hispanic moderates prioritizing the cost or reliability of energy. In contrast, just 21 percent thought the effect on climate of their energy consumption was most important. (Another 4 percent selected the effect on U.S. energy security).
Unsurprisingly given this pattern, it turns out that Hispanic moderates just don’t care very much about the climate change issue. In the survey, voters were asked to assess their priorities for the government to address in the coming year. Among 18 options, climate change ranked 14th, beating out only global trade, drug addiction, racial issues, and the problems of poor people.
In terms of general energy strategy, when presented with a choice among three options—a rapid green energy transition, an “all of the above” energy policy, and emphasizing fossil fuels—Hispanic moderates strongly prefer an “all of the above” approach to energy policy including oil, gas, renewables, and nuclear. Only a fifth support a rapid transition to renewables—actually less than support flat-out stopping the renewables push. Hispanic moderates’ preference for an “all of the above” energy strategy is reinforced by their answers to a binary question asking if they preferred using a mix of energy sources versus phasing out fossil fuels. The overwhelming judgement: 71 to 29 percent against eliminating fossil fuels.
So Democratic Party policy falls into two categories for moderate Hispanics: The ones that are low priority, and the ones they actively hate.
The Democratic Party is indeed in trouble, and once Jeffrey Blehar gets past the requisite NRO anti-Trump sneers, he correctly fingers the social justice culprits.
The Democratic Party is being pulled apart by horses: On one hand, the party is increasingly held in contempt by once reliable voter demographics (Hispanics, African Americans, working-class men) as out-of-touch elitists taking orders from the Ivy League and the progressive ultra-left. On the other hand — and just as relevantly — the party is crippled from within by that same hard-left faction, which has held the ideological whip-hand over Democrats’ social agenda for a decade now.
These people are the problem. The inflexibly ratcheting social demands of the progressive activist/academic elite are the reason Democrats are in enormous trouble and will be even after Trump is forgotten. And these people are both practically and (more importantly for Democratic politics) morally entrenched within the party at all levels except the top strategic layer. They will not concede power easily, if at all. A civil war thus brews in the Democratic Party’s intellectual/activist wing against its reform-minded moderates. (Grab your popcorn.)
I’m not sure that the entire cadre of “reform-minded moderates” with any appreciable role within the party itself could fill a high school basketball arena. Within the ranks of the DNC itself, I doubt they could fill a Denny’s. But the corrupt wing of the party has indeed come to the realization that the policies of the insane wing are so unpopular that the corrupt wing is in danger of longer being able to rake off its usual graft, hence the crisis. Too bad for them that they’ve essentially ceded the Party’s entire ideological apparatus to the insane wing, and the predominately over-60 corrupt wing has no viable way to change course or purge their own institutions.
Another obvious example beckons: The hilarious plight of David Hogg, the whippet-faced punk set to be voted out of his newly acquired vice chairmanship at the Democratic National Committee next month for being a mutinous weasel, is emblematic of how the Democratic Party is currently consuming itself in internecine war. Hogg, recall, was essentially given the gig by a bunch of older, clueless Democratic Party grandees who voted for him in the hopes he would help bring disaffected young progressives back into the fold. Instead Hogg understands himself to be working not for the Democratic Party, but rather for the progressive movement — hence his announcement that he would use his position and powers to support primary challengers to insufficiently woke Democratic incumbents.
The future looks even more grim for the Democrats for structural reasons. The 2030 census is expected to subtract a swath of House seats (and thus electoral votes) from California and New York, in favor of red states like Florida and Texas. While this bodes ill for remaining Republican incumbents in those states (who can expect to be brutally redistricted away by 2032), it bodes in many ways even worse for the remaining Democrats, who will be left fighting over the division of a shrinking pie.
Understand: A significant number of those currently angry with the Democrats are angry at them for their failure to resist Donald Trump volubly enough, not for being too far to the left. These are the people Democrats absolutely must carry reliably as part of any victorious national coalition, given their preponderance within the party electorate. They will make demands accordingly. If anything, expect the progressive wing of the Democratic Party in its biggest states to lean even more progressive in years ahead as the moderates lose internal battles for position.
There are no Democrat moderates, only Zuul. Assuming Zuul is a 400-pound, purple-haired tranny screaming about Gaza…
After five years of letting Antifa run wild in the Pacific northwest, the FBI is finally investigating.
The FBI has indicated it will investigate the attack on a Christian group and the cops who came to intervene after a Memorial Day weekend melee in Seattle.
After the attack and outrageous response by Seattle’s Mayor Bruce Harrell, FBI Deputy Director Dan Bongino issued this statement: “We have asked our team to fully investigate allegations of targeted violence against religious groups at the Seattle concert. Freedom of religion isn’t a suggestion.”
I claimed in this must-read background story, Seattle Attack Offers More Proof That Antifa Thugs Are Just Democrat Anti-Christian Shock Troops, exactly what the title says, and that these anti-Christian attacks are nothing new. Further, after watching these groups for years, I can attest that the Seattle and Portland Antifa groups intermingle and help each other out, as Andy Ngo points out above.
Hopefully the current investigation will also target their finding sources and start bringing RICO charges against the entire terrorist network. (Hat tip: Stephen Green at Instapundit.)
“[Texas] House Passes Immigration Enforcement Bill Mandating Local ICE Cooperation. Lawmakers approved legislation requiring counties with jails to enter into immigration enforcement agreements with the federal government.”
President Donald Trump signed a series of executive orders designed to fast-track the development and deployment of advanced nuclear reactors on Friday culminating a dramatic policy shift aimed at revitalizing the U.S. nuclear energy sector.
Flanked in the Oval Office by Secretary of Defense Pete Hegseth and Interior Secretary Doug Burgum, Trump declared nuclear power “a hot industry” and praised it as “very safe and environmental.”
Burgum called it “a huge day for the nuclear industry,” and added, “Mark this day on your calendar. This is going to turn the clock back on over 50 years of over regulation of an industry.”
These orders aim to strip away what the administration describes as decades of regulatory overreach that have stifled innovation and stagnated the industry. “America’s greatness has always come from innovation,” Burgum said. “We led post-World War Two in all things nuclear. But then we’ve been stagnated. We’ve choked it with over regulation.”
The first of Trump’s executive orders directs the Department of Energy (DOE) to accelerate research and development, speed up reactor testing at national labs, and initiate a two-year pilot program for reactor construction.
A second order clears regulatory hurdles for the DOE and the Department of Defense (DOD) to build reactors on federal land — efforts that will bypass the Nuclear Regulatory Commission (NRC) entirely by using the agencies’ own regulatory authority.
The Trump administration has intensified the U.S.-China trade war by suspending exports of critical American technologies to China, including jet engine parts, semiconductor design software, specialized chemicals, and industrial machinery. The move follows Beijing’s recent decision to restrict shipments of rare earth minerals to U.S. firms. In a further escalation, Washington also announced plans to begin revoking visas for Chinese students in sensitive research fields.
Snip.
Adding to the trade tensions, sources familiar with the matter told The New York Times overnight that the U.S. Commerce Department had suspended certain export licenses allowing U.S. companies to supply engine parts and technology to China’s state-owned aircraft manufacturer, Comac (Commercial Aircraft Corp of China).
Comac has stockpiled engines and parts in anticipation of potential trade restrictions. Still, over time, the move could significantly undermine China’s aviation. The company’s C919 passenger jet—its flagship jet to challenge rival Boeing and Airbus—relies heavily on GE Aerospace–Safran’s LEAP engines.
Keep in mind that certain semiconductor parts had already been embargoed under Biden. A complete embargo of semiconductor parts is going to screw China’s semiconductor industry, as some of those parts simply can’t be sourced locally, to say nothing of losing access to trained maintenance techs, software upgrades, etc.
Ukraine claimed credit for two explosions in Vladivostok, which is on Russia’s Pacific coast and is a whopping 6,800km from Ukraine.
Saudi Arab wants you to know that he stands with Israel because Palestinians suck:
An Arab man from Saudi Arabia in a message to Palestinians:
"Who are you trying to fool? You have no land and no case. This land belongs to Israel for the people of Israel. You Palestinians are evil in any country you set foot on!"
California starts backing away from letting boys compete in girls events. Timidly and halfheartedly, to be sure, but something vaguely resembling progress. Gavin Newsom’s secret 2028 presidential race polling must show that tranny pandering is killing him in any general matchup…
A bill to make Daylight Savings Time permanent has passed both the Texas house and senate and heads to Governor Greg Abbott’s desk to be signed, but can’t take effect until federal law changes to accommodate it.
MSNBC’s new prime time lineup, which debuted on May 5th, failed to connect with viewers in its first three weeks as the network saw its audience decline to near record lows – especially in the key 25-54 age demographic.
Overall for May, MSNBC dropped 41% in the primetime demo and 34% in the total day demo compared to May of 2024. In total viewers, the network was down 33% across total day and 24% in prime time. MSNBC’s total day demo viewership sank to 49,000 average viewers and 73,000 in prime time – its second worst ever showing for a month behind January of 2025.
Fox News was the only of the big three networks to see year-over-year gains for May, up 21% in total viewers and 22% in total day demo viewers compared to 2024. In prime time, Fox gained 23% in total viewers and was up 32% in the demo.
CNN was down 24% in total day viewers and 27% in the daytime demo, while in prime time the network dropped 18% in total viewers and 21% in the demo. CNN’s prime time average came in at only 426,000 total viewers, compared to Fox News’s 2.5 million viewers and MSNBC’s average of 877,000 viewers.
Why would you even bother to advertise on MSNBC? 79,000 is less people than fill a big college football stadium on a Saturday…
Speaking of CNN, the red-pilling of Jake Tapper continues apace. His son is a gamer and high school football player who wants to be a policeman, so naturally lefty sorts immediately assumed he was a racist.
And despite his book tour, Tapper’s ratings are down as well. Why, it’s like viewers believe Tapper will continue to lie to protect Democrats in the future…
100% of studio headed by woman who won’t hire white people laid off.
The city of Austin wants to spend $5.8 million on art about hybrid plant women for an airport expansion.
The Austin City Council is set to vote again on art for the airport expansion. After postponing the vote because of outrage for using out of town artist. Well they're back at it. 🧵 1/5 Item 1 the biggest chunk: Saya Woolfalk not to exceed $5.8 million is out of NYC pic.twitter.com/SiApWQVc4P
In 2018, Liangbing Hu, a materials scientist at the University of Maryland, devised a way to turn ordinary wood into a material stronger than steel. It seemed like yet another headline-grabbing discovery that wouldn’t make it out of the lab.
“All these people came to him,” said Alex Lau, CEO of InventWood, “He’s like, OK, this is amazing, but I’m a university professor. I don’t know quite what to do about it.”
Rather than give up, Hu spent the next few years refining the technology, reducing the time it took to make the material from more than a week to a few hours. Soon, it was ready to commercialize, and he licensed the technology to InventWood.
Now, the startup’s first batches of Superwood will be produced starting this summer.
“Right now, coming out of this first-of-a-kind commercial plant — so it’s a smaller plant — we’re focused on skin applications,” Lau said. “Eventually we want to get to the bones of the building. Ninety percent of the carbon impact from buildings is concrete and steel in the construction of the building.”
To build the factory, InventWood has raised $15 million in the first close of a Series A round. The round was led by the Grantham Foundation with participation from Baruch Future Ventures, Builders Vision, and Muus Climate Partners, the company exclusively told TechCrunch.
InventWood’s Superwood product starts with regular timber, which is mostly composed of two compounds, cellulose and lignin. The goal is to strengthen the cellulose already present in the wood. “The cellulose nanocrystal is actually stronger than a carbon fiber,” Lau said.
The company treats it with “food industry” chemicals to modify the molecular structure of the wood, he said, and then compresses the result to increase the hydrogen bonds between cellulose molecules.
“We might densify the material by 4x and you might think, ‘Oh, it’ll be four times strong, because it has four times the fiber.’ But it’s actually more like 10 times stronger because of all these extra bonds that get created,” Lau said.
The result is a material that has 50% more tensile strength than steel with a strength-to-weight ratio that’s 10 times better.
Some grains of salt are probably in order here, as this sounds just a little too good to be true, and there are always concerns about material longevity. But materials science is constantly advancing, so maybe this actually will pan out.
“Elon Musk Leaves Job Of Making Government More Efficient For Much Easier Job Of Sending Humans To Mars.”
Just like they did back in 2023, Ukraine has hit a Russian semiconductor fab with drones:
The fab they hit is the Bolkhov Semiconductor factory in Bolkhov, Oryol oblast.
According to this source (grains of salt in order):
The main areas of activity include the production of semiconductor devices, microelectronics, power electronics, diodes and diode assemblies, chips for switching power supplies, optoelectronic switches, and servo drives.
The company supplies products to at least 19 companies in the Russian military-industrial complex, including Sukhoi aircraft, Iskander and Kinzhal missiles.
Despite the fact that the plant is under international sanctions, it produces almost 3 million devices annually and employs about 700 people.
Ten units of UAVs have been confirmed to have reached the target area.
From the video, it’s hard to tell exactly what equipment was hit. Some sort of process machine on the left, and what look like individual microscope wafer inspection stations to the right. With ten drones I’m sure a lot more than what we see in this little snippet was hit.
Irrespective of whatever actually process equipment was damaged or destroyed, this fab is clearly toast. Even if they decided to rebuild (doubtful), it will be months and months to clean things up, repair the walls, floors, etc. And then you need to decontaminate everything and requal the machines, which is a huge pain in the ass.
I’m assuming all the machines in there were very old tech. For one thing, they don’t even build fabs with windows these days, since the temperature controls are so exacting. It’s not beyond the realm of possibility that replacements could be found for some of the process equipment, but if the hit something like a stepper or ion implanter, replacements for those are going to be extremely hard to come by under sanctions. I imagine that various international organizations are watching even used equipment sales. Maybe China has replacements, and maybe they don’t.
Even for trailing edge fabs, semiconductor manufacturing is an exacting process with tight tolerances. Every time Ukraine successfully attacks a Russian fab, it puts a big hole in Russia’s weapons pipeline that’s time-consuming and difficult to fix.
Democrats still want to trans your kids, censorship shellgames squashed, Google is declared a monopoly, socialists behave badly, more illegal alien depravity, some 2026 contenders jump in, pie-in-the-sky plans for high speed rail in Texas bite the dust, more Cybertruck drag-racing, and a Very Good Boy indeed.
It’s the Friday LinkSwarm!
Yes, Democrats are still all in on transing your kids. “Dad shares horrifying story of his daughter being groomed and transitioned behind his back at school.”
Just yesterday, a dad named Dustin Gonzales in the Jeffco Public School District of Colorado spoke at a school board meeting and shared a heartbreaking story that’s now all too familiar: his daughter was groomed by teachers and gender-transitioned behind his back.
Dad claims his daughter changed her gender identity secretly with a school therapist, who kept him in the dark about it.
The school didn’t ask me or inform me, they replaced me. By the time I found out, I was already labeled ‘the problem.’ My objections weren’t treated as concerns, they were treated as opposition. my voice was dismissed as ‘hateful,’ my presence undermined.
The father claims the school then got the therapist and an investigator involved, to separate the girl from her dad.
I’m here to make sure what happened to me, to my family, never happens to another parent in this district.
The father is now at risk of losing his daughter as a result of a new Colorado bill that would take kids away from parents who aren’t “affirming.”
Secretary of State Marco Rubio has just killed the Biden administration’s last-ditch effort to shelter the government’s Ministry of Truth, the Global Engagement Center (GEC).
In a new op-ed published by The Federalist (a target of the GEC along with yours truly), Rubio writes;
GEC was supposed to be dead already. But, as many have learned the hard way, in Washington, D.C., few things ever truly die. When Republicans in Congress sunset GEC’s funding at the end of last year, the Biden State Department simply slapped on a new name. The GEC became the Counter Foreign Information Manipulation and Interference (R-FIMI) office, with the same roster of employees. With this new name, they hoped to survive the transition to the new administration.
Today, we are putting that to an end. Whatever name it goes by, GEC is dead. It will not return.
Alphabet’s Google illegally dominates two markets for online advertising technology, a judge ruled on Thursday, dealing another blow to the tech giant and paving the way for U.S. antitrust prosecutors to seek a breakup of its ad products.
U.S. District Judge Leonie Brinkema in Alexandria, Virginia, found Google liable for “willfully acquiring and maintaining monopoly power” in markets for publisher ad servers and the market for ad exchanges which sit between buyers and sellers.
The decision clears the way for another hearing to determine what Google must do to restore competition in those markets, such as sell off parts of its business at another trial that has yet to be scheduled. It is the second court ruling that Google holds an illegal monopoly, following a similar judgment in a case over online search.
Publisher ad servers are platforms used by websites to store and manage their digital ad inventory. Along with ad exchanges, the technology lets news publishers and other online content providers make money by selling ads. Those funds are the “lifeblood” of the internet, Brinkema wrote.
“In addition to depriving rivals of the ability to compete, this exclusionary conduct substantially harmed Google’s publisher customers, the competitive process, and, ultimately, consumers of information on the open web,” Brinkema wrote.
However, antitrust enforcers failed to prove a separate claim that the company had a monopoly in advertiser ad networks, she wrote.
U.S. Attorney General Pamela Bondi called the ruling “a landmark victory in the ongoing fight to stop Google from monopolizing the digital public square.”
“A 13-year-old boy in California was allegedly sexually abused and murdered by his soccer coach and, as it turns out, the soccer coach was an illegal alien. Immigration and Customs Enforcement (ICE) has lodged a detainer with the Los Angeles County jail for Mario Edgardo Garcia-Aquino, a 43-year-old Salvadoran citizen living unlawfully in the United States, the agency confirmed Wednesday to the Daily Caller News Foundation. Garcia-Aquino is accused of killing 13-year-old Oscar ‘Omar’ Hernandez, a San Fernando Valley, California, resident found dead earlier in April.”
Evidently the cartels have expensive taste. “A federal grand jury has charged two men who allegedly tried to smuggle five high-caliber sniper rifles to Mexico last month, and prosecutors are seeking the forfeiture of the firearms, five .50-caliber Barrett long guns and four magazines for .50-caliber bullets. Wednesday’s charges of unlawful smuggling of goods from the United States stem from the March 12 arrest of Oscar Sanchez Gonzalez and Arturo Martinez Aguilar as they allegedly attempted to drive to Mexico over the Calexico West port of entry.” (Hat tip: Dwight.)
Smith says people asking him to run is an indictment of the Democratic Party.
“I have no choice, because I’ve had elected officials, and I’m not going to give their names, elected officials coming up to me. I’ve had folks who are pundits come up to me. I’ve had folks that got a lot of money, billionaires and others that have talked to me about exploratory committees and things of that nature. I’m not a politician. I’ve never had a desire to be a politician,” Smith told ABC News’ “This Week” co-anchor Jonathan Karl.
Smith reiterated that because of the number of people asking him to consider a run, he has to leave the door open.
Smith usually strikes me as a moderately annoying “hot take” artist, but he has been condemning the Democrat Party about their lurch to the right on several issues, and has discussed that with the likes of Dave Rubin. Smith has no business running for President, but would be immediately be a more sane alternative than anyone else named as a Democratic front-runner.
When police raided a factory in Georgia, they found dozens of Chinese nationals being kept in near slave-like conditions, and authorities say they were pressed into service by a forced labor trafficking ring.
Last month, agents from several agencies raided Wellmade Industries in Cartersville, Georgia, 40 miles north of Atlanta, and what they found shocked them, according to the Atlanta Journal-Constitution.
Federal officials said that around 60 Chinese nationals were being held in tiny rooms and forced to work long hours in the flooring manufacturing plant. The exploited workers at Wellmade are just a few of the many exploited workers the Trump administration has rooted out.
ICE Homeland Security Investigations Atlanta Special Agent in Charge Steven N. Schrank said the conditions these workers were living in was “horrific,” and noted that he and his fellow agents were investigating eight other locations for similar offenses.
Three Wellmade Industries officers were arrested, including company owner, Zhu Chen, his nephew, Jiayi Chen, and company associate Jian Jun Lu.
At the bond hearings for the suspects, assistant district attorney Austin Waldo claimed that officials of the company immediately confiscated the workers’ travel and ID documents as soon as they arrived at the plant to make it harder for them to leave.
Well, this would have made my Nvidia roundup had it dropped a day earlier, and not in a good way. “Nvidia CEO Jensen Huang boarded a private jet to Beijing shortly after the U.S. Commerce Department announced new export licensing requirements for the company’s H20 AI chips for the Chinese market. Once there, Huang met with the head of a Chinese state-backed trade body, where he reaffirmed Nvidia’s commitment to the Chinese market despite a deepening trade war.”
Baltimore student: “Hey, doesn’t Maryland law require a United States flag in every classroom?” Baltimore County Board of Education: “Hey, you’re suspended and we’re calling the cops on you.”
The East Plano Islamic Center’s planned development faces continued scrutiny from Texas officials.
U.S. Sen. John Cornyn is calling on the U.S. Department of Justice to investigate EPIC for potential religious discrimination.
In a letter to U.S. Attorney General Pam Bondi and Assistant U.S. Attorney General Harmeet Dhillon, Cornyn expressed concern that a “master-planned ‘community of thousands of Muslims’” could violate the Fair Housing Act of 1968 by discriminating against Christians, Jews, and other non-muslim minorities.
“Religious discrimination, whether explicit or implicit, is unconstitutional under the First and Fourteenth Amendments,” wrote Cornyn. “Religious freedom is a cornerstone of our nation’s values, and I am concerned this community potentially undermines this vital protection.”
Sanity in the UK: “U.K. Supreme Court Rules Males Don’t Qualify as Women Under Anti-Discrimination Law, in Landmark Ruling.”
The United Kingdom’s supreme court ruled Wednesday that males who identify as women do not fall qualify as women under anti-discrimination law, a monumental decision that will have major consequences for British law.
The high court defined “woman” based on sex rather than gender identity, keeping it within the bounds of scientific reality rather than giving into the demands of left-wing activists. The ruling specifically addressed the question of whether transgender-identifying males who obtain a gender recognition certificate — a legal document acknowledging them as women — enjoy the same protections extended to females under Britain’s 2010 Equality Act, an anti-discrimination law that covers nine protected characteristics and applies to various sectors of British life.
“The unanimous decision of this court is that the terms ‘woman’ and ‘sex’ in the Equality Act 2010 refer to biological women and biological sex,” said Lord Patrick Hodge, deputy president of the United Kingdom’s Supreme Court, in announcing the ruling.
Bad news: A house exploded two miles from me. I actually heard it, and thought that one of my dogs had run into a wall or something. Worse news: The house belonged to Sara Felix, who I know from the Austin science fiction community, and her husband was in the house at the time. The silver linings are that he’s now out of surgery, though badly burned, and that the family hadn’t actually moved into the house, and were still living in their old house in the same general area.
When your band name stops being ironic: “New Pornographers Drummer Joe Seiders Arrested for Possession of Child Porn.” I have a few of their albums I bought 15 years ago. I considered embedding “Breakin’ the Law” for ironic effect, but it’s a lousy song. (Hat tip: Ed Driscoll at Instapundit.)
A foster mom in Missouri is facing multiple charges of abuse and is accused of trading a teenage girl she was guardian of for a pet monkey, authorities said.
Brenda Ruth Deutsch, 70, of Lincoln County, was charged with two counts of abuse or neglect of a child and one count of endangering the welfare of a child, according to Lincoln County Prosecutor Mike Wood. She was taken into custody last weekend.
Deutsch has fostered more than 200 children for about 15 to 20 years, Wood told NBC News.
While it’s tempting to chalk this up to more “annals in human depravity,” given the age of the alleged perp, I have to wonder if some mental illness/senility/Alzheimers was involved.
Anderson Ronaldo Reyes Giron — a member of the “Most Wanted” list — was taken into custody on April 2 by the Texas Department of Public Safety (DPS) and the Texas Highway Patrol for charges related to deadly conduct from shooting a firearm in Travis County, as well as theft of property in Williamson County. He’s originally from Honduras, from which he came illegally, and was arrested by the Austin Police Department in August 2024 for the afore-listed charges before being let out on bail.
Thanks again, Austin.
“Governor Greg Abbott, the Texas Department of Public Safety (DPS), and the Texas National Guard continue to work together with the Trump Administration to secure the border; stop the smuggling of drugs, weapons, and people into Texas; and prevent, detect, and interdict transnational criminal activity between ports of entry,” a press release from Abbott’s office stated upon announcement of Giron’s arrest.
Giron has been wanted since February 2025 when Travis County issued a warrant for his arrest following the firearm violation, and then when Williamson County similarly filed a warrant after his theft incident.
Former Texas Congresswoman Mayra Flores has officially thrown her hat into the ring to challenge the indicted Congressman Henry Cuellar (R-TX-28) and his 20-year-plus tenure representing Texas’ 28th Congressional District in Washington, D.C.
“I am deeply honored to announce my candidacy for Congress—a chance to serve the people and uphold the values that make our nation great,” Flores posted on X upon announcement of her challenge to Cuellar’s seat.
The first female Mexican-born former congresswoman, Flores comes to the drawing board with experience in Texas elections — first scoring a seat in a special election to represent the Lone Star State on the federal stage after Democratic Congressman Filemon Vela resigned in 2022, allowing her to flip the historically Democratic 34th Congressional District. Flores flipped parties from Democratic to Republican in the early 2000s, primarily citing pro-life motivations.
She also ran against Rep. Vicente Gonzalez twice (D-TX-34), losing first in the 2022 general election and second in 2024, although she notched her numbers up significantly the second time around — losing the election by a 2 percent margin.
Cuellar maintained his seat during the 2024 general election against Republican candidate Jay Furman with nearly 52 percent of the vote — a race rumored as potentially dangerous for Cuellar due to his indictment by the U.S. Department of Justice (DOJ) that year after an FBI investigation in 2022 for alleged bribery and money laundering in coordination with his wife, Imelda Cuellar, and the country of Azerbaijan.
TX-28 favors Democrats with a rating of D-51% per The Texan’s Texas Partisan Index, although President Donald Trump made history in the district during the November election — winning Webb County’s presidential vote, the first Republican president to claim victory there in a century.
Until Flores’ announcement, the only other notable contender for Cuellar’s seat was Webb County Judge Tano Tijerina, who flipped parties in December 2024.
For more on Cueller’s indictment, see here and here.
“With Attorney General Ken Paxton officially running for U.S. Senate against Sen. John Cornyn, the race to replace him is heating up. After former U.S. Attorney John Bash became the first to enter the race, State Sen. Mayes Middleton has now launched his own campaign for Texas attorney general, pitching himself as a conservative fighter ready to take the reins.” I regularly get press releases from Middleton’s office, and he seems a pretty solid conservative.
The U.S. Department of Transportation officially terminated a $63.9 million federal grant intended for the planning and development of a high-speed rail line between Dallas and Houston.
Transportation Secretary Sean Duffy said the move will save taxpayers millions while allowing Amtrak to focus on improving existing operations.
Personally, I’d kill Amtrack and hand the assets to the states to subsidize if they felt like.
Originally pitched as a private venture, the Texas Central Railway project aimed to connect two of Texas’ largest cities with a 205-mph bullet train, promising a 90-minute travel time.
The project has faced strong opposition from landowners and lawmakers since it was proposed in 2009.
As cost estimates soared from $12 billion to over $40 billion, the project became increasingly reliant on federal funding.
Duffy was blunt in his assessment: “Underwriting this project is a waste of taxpayer funds and a distraction from Amtrak’s core mission of improving its existing subpar services.”
“If the private sector believes this project is feasible, they should carry the pre-construction work forward, rather than relying on Amtrak and the American taxpayer to bail them out,” Duffy added.
State Sen. Charles Schwertner (R-Georgetown) posted on X, “Thank you to President Trump and Secretary Duffy for standing up for taxpayers and terminating the $63.9 million grant to Amtrak for the proposed high-speed rail project between Houston and Dallas.”
Even the $10 billion version was a boondoggle that wouldn’t have made money and required taxpayer subsidies to stay afloat, and more likely never would have been completed anyway. High speed passenger rail works in Japan because they already had high urban density and an existing rail system and culture to support it. Texas has none of those things, and even if it was built it would never be profitable here (or just about anywhere else).
And just to drive the point home: The highest density high speed rail in Japan seats 1,634 passengers. Assume passengers pay $100 a ticket each way, the train is entirely full, and the Texas high speed rail train runs six times a day (all optimistic and unlikely assumptions), 365 days a year, and you get $357,846,000 a year in gross revenue, which means, even without the including the cost to run the train, it would take just under 112 years to make back the initial investment.
Despite his new position as a vice chair of the DNC, gun control weasel David Hogg wants to primary old Democrats. In this particular task I wish the little weasel the best of luck.
This is your mayor on social justice. “The mayor of South Fulton faces an eviction action at an Atlanta apartment complex, Fulton County court documents show, adding another development to what’s been a turbulent year so far for the city leader. Mayor Khalid Kamau, who has gone recently by Mayor Kobi, has had eviction proceedings initiated against him in Fulton County Magistrate Court by an apartment complex at 6200 Bakers Ferry Rd. Court documents show the complex filed to initiate eviction after alleging Kamau failed to pay rent in March.”
Snip.
Documents show the amount of past due rent was listed at $1,663.77. A late fee of $100, utilities of $39.77 and “other fees” amounting to $175 are also being sought.
Kamau has been at odds in recent weeks and under scrutiny from the South Fulton City Council over his spending and alleged “abuse” of the position.
He in turn has defended himself from what he has termed the City Council’s “overreach” after his access to city buildings was revoked and his budget frozen in February, and said he has faced resistance from the council throughout his tenure.
The move by the city council came after reports on the mayor’s trips — which spanned four continents in four months — as well as updates at City Hall that included a film studio and refurbished conference/pool table room. The City Council voted to redistribute several pieces of new electronic equipment to the city IT department and send back the film studio.
I know you’ll be shocked, shocked to learn that Kamau is a Democratic Socialist…
Your feel-good dog story of the week: A dog named Buford kept a two-year old boy safe after the latter wandered seven miles from his home. Another article states that Buford is an Anatolian Pyrenees.
I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.
On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, while companies within the state package and test them.
TSMC, or Taiwan Semiconductor Manufacturing Co., is the world’s biggest chipmaker and announced a $100 billion investment in US chipmaking last month. It began producing chips using the 4nm process at its Arizona factory in January and has plans to make chips with the more efficient 2nm technology by the end of the decade.
Nvidia doesn’t say which Blackwell chips it has started producing at TSMC’s plant and whether it includes the latest Blackwell Ultra GB300 chip it revealed earlier this year. Blackwell chips use TSMC’s custom 4NP process, according to Nvidia’s website.
The world’s leading manufacturer of graphics processing units (GPU) and advanced chips has announced it will build new plants in Texas, amid global economic shake-ups.
Note: Plants, not fabs.
NVIDIA has announced partnerships with Foxconn and Wistron to build “supercomputer manufacturing plants” in both Dallas and Houston. These global companies are “expanding their global footprint” and their international presence for the purposes of “hardening supply chain resilience” in their partnership with NVIDIA.
“Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades,” the announcement states.
The mass production of chips at these plants is expected to begin in the next 12 to 15 months. The $500 billion investment in AI infrastructure within the U.S. does not make mention of direct government subsidies or public financial incentives related to NVIDIA’s recent announcement.
I’m quoting that summary because it demonstrates that it’s easy to misunderstand things about the industry if you aren’t familiar with it. The way it’s worded make you think the “plants” are the Texas facilities they’re going to be building in 12-15 months, but the actual Nvidia press release makes clear than TSMC is doing the fabbing:
NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.
Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas.
Note the more precise wording.
NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months.
The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience.
Now, if that half trillion does get spent (no guarantee, since press releases aren’t legally binding; try to contain your shock), that would certainly buy a lot of cutting edge fabs. Nvidia is one of the few companies that has the financial resources to build their own cutting edge fabs (Apple is another), but I get the impression that they’re going to partner with TSMC. In fact, I wouldn’t be surprised if they follow the Apple model, where they tell a company “Here’s X amount of money, go build a fab. You’ll give us the first 24 months of production at x-cost per chip, and after that the fab is yours free and clear.” This is one of the tools Apple used to become the dominate tech buyer, and what some call a monopsony.
As far as building their own supercomputers, that’s great for Texas and not so great for Hewett Packard Enterprise, which finished their acquisition of Cray in 2021.
The Trump administration has effectively barred Nvidia (NVDA) from selling its custom artificial intelligence processors to customers in China. The move will force the AI chip leader to write off up to $5.5 billion in inventory and purchase commitments in its fiscal first quarter. Nvidia stock fell Wednesday.
Late Tuesday, Nvidia disclosed in a regulatory filing that the U.S. government is now requiring it to get an export license to sell its H20 processor in China and other restricted countries. Nvidia said it was informed of the move on April 9, the same day NPR erroneously reported that the White House would not seek further restrictions on the chips Nvidia can sell in China.
Your tax dollars at work.
Nvidia said the U.S. government told it on Monday that the license requirement will be in effect for the indefinite future.
Wall Street analysts say Nvidia’s write-off indicates that the company believes it won’t be granted licenses to sell H20 processors in China.
The H20 was designed for the Chinese market to comply with Biden-era restrictions on selling advanced processors there. The H20 is less capable than the Blackwell series chips Nvidia sells in the U.S. and other markets.
“With Nvidia writing off associated H20 inventory, it appears the company is taking the position that it will not be granted licenses to ship product to Chinese customers (with no other geography likely to take the governed silicon given the availability of more powerful standard Hopper or Blackwell SKUs),” Wedbush analyst Matt Bryson said in a client note Wednesday. SKU stands for “stock keeping unit,” a unique identifier for products used in inventory management.
China represents a little over 10% of Nvidia’s revenue.
The Trump Administrations believes (probably correctly) that AI is a key strategic industry and that we don’t need to give China any help there.
A half trillion dollars is a lot of cheddar, even for the (as of today) company with the third largest market cap in the world…
The Trump administration released new guidance late Friday night on its tariff on China, exempting electronic devices such as smartphones and laptops.
The guidance, posted by U.S. Customs and Border Protection, which oversees collecting taxes on imports, could relieve some anxiety among consumers and tech giants like Apple and Microsoft, which manufacture many of their products in China, The Wall Street Journal reported. Around 20 electronic products — which also include memory cards and machines used to make flatscreens and tablets — will now be exempted from Trump’s massive “reciprocal” tariff on China. The exemption comes after the president increased the tariff on China in recent days in response to China’s retaliatory tariff on U.S. goods.
Stephen Miller, the White House deputy chief of staff for policy and Homeland Security adviser, wrote on X, “These products are subject to the tariff under the original IEEPA [International Emergency Economic Powers Act] on China of 20 percent.” The IEEPA tariff was the first one Trump imposed on China after taking office in January. The tariff was levied on China, along with Canada and Mexico, in an attempt to “hold” the countries “to their promises of halting illegal immigration and stopping poisonous fentanyl and other drugs from flowing into our country.”
The Trump administration has suggested that the tariff on China will encourage companies, including Big Tech companies, to manufacture their products on U.S. soil, arguing that the move would be better for the economy and national security.
“President Trump has made it clear America cannot rely on China to manufacture critical technologies such as semiconductors, chips, smartphones, and laptops,” Press Secretary Karoline Leavitt said on Saturday, according to the Wall Street Journal. She added, “Companies are hustling to onshore their manufacturing in the United States as soon as possible.”
Next came word that the pause in semiconductor tariffs will only be a month or two.
Commerce Secretary Howard Lutnick said Sunday that the administration’s decision Friday night to exempt a range of electronic devices from tariffs implemented earlier this month was only a temporary reprieve, with the secretary announcing that those items would be subject to “semiconductor tariffs” that will likely come in “a month or two.”
“All those products are going to come under semiconductors, and they’re going to have a special focus type of tariff to make sure that those products get reshored. We need to have semiconductors, we need to have chips, and we need to have flat panels* — we need to have these things made in America. We can’t be reliant on Southeast Asia for all of the things that operate for us,” Lutnick told “This Week” co-anchor Jonathan Karl.
He continued, “So what [President Donald Trump’s] doing is he’s saying they’re exempt from the reciprocal tariffs, but they’re included in the semiconductor tariffs, which are coming in probably a month or two. So these are coming soon.”
With all respect to President Trump and Secretary Lutnick, you can’t set up a new fab to manufacture semiconductors in America in two months. In fact, you’d be really hard-pressed to do it in two years. It usually takes a fab about three years to get up and running. Bosch took three years to get their 65nm fab in Dresden up and running, and Samsung broke ground on their Taylor fab in 2022 and it hasn’t entered production yet.
Setting up a semiconductor fabrication plant is much more difficult and time-consuming than setting up just about any other factory.
As I’ve mentioned before, you can’t just take an existing building and turn it into a fab, it has to be specially built from the ground up with exacting standards for cleanroom air filtering, concrete slab level uniformity, etc. You need extremely exacting air purity handling equipment, as well as a system for running de-ionized water throughout the plant. Then you need to purchase, install, bring up and qualify all the hundreds of pieces of semiconductor equipment necessary to run a modern fab. And 2-3 years is probably the lead time to get an ASML EUV stepper, if you’re going to be building a cutting edge fab. (If the goal is to reshore the semiconductor industry, then you probably need to build a lot of less-demanding fabs as well.)
I’m in favor of the Trump Administration using tariffs to bring other countries to the negotiating table to eliminate their tariffs on American goods, and for kicking China out of the global free trade order for repeatedly breaking the rules and just being general asshats. But a two-month difference in tariff implementation dates isn’t going to change the timeline for opening new semiconductor fabrication plants in America.
*Flat panel display manufacturing uses some of the same semiconductor processes to make displays. The technology is less demanding overall, but the substrate sizes are considerably larger. Because the feature size is less demanding, I imagine bring-up and qualification is somewhat quicker, but I’ve never worked on a flat panel display machine, so I have no idea how the lead time varies to obtain and install that equipment.
Are Trump’s tariffs working? Falling stock prices and gloom and doom MSM posts may suggest otherwise, but there’s a growing body of anecdotal evidence that suggests the tariff announcement already has a host of foreign nations eager to make a deal to eliminate tariffs.
So right now, let’s say: Maybe
First up, a whole lot of countries seem eager to strike trade deals with the Trump Administration. “More than 50 countries have reached out to the White House to negotiate on tariffs, Kevin Hassett, the White House’s national economic council director, said on Fox News on Monday.”
The European Union has offered the United States an agreement on the reciprocal lifting of all tariffs on industrial goods, European Commission President Ursula von der Leyen announced on Monday, days before 20% tariffs on EU exports enter into force.
“Europe is always ready for a good deal, so we keep it on the table,” von der Leyen told reporters in Brussels.
The EU remains ready to negotiate a solution despite US President Donald Trump’s tariff decisions, she said, after an exchange with representatives from the steel and metals industries.
The US imposed tariffs of up to 25% on imports of steel, aluminium and related derivative products from the EU and other trading partners in March.
Note that agricultural products weren’t mentioned. I’m guessing that will be a sticking point for the Trump Administration.
Then there’s Vietnam, which says it’s ready to eliminate all tariffs.
Confirming that Trump’s “dealmaking” was about to shine, on Friday Trump posted on his Truth Social account, announced that he had a “very productive” call with the head of the Vietnamese communist party, adding that if Vietnam wants to cut their tariffs to “ZERO”, all they have to do is “make an agreement with the U.S.”…
Fast forward just one day, and we have an example of the first official capitulation by a trading counterparty as Bloomberg reports that Vietnam has offered to remove all tariffs on US imports after Donald Trump announced a 46% levy on the Southeast Asian nation, according to an April 5 letter from Vietnam’s communist party.
The offer was made by party chief To Lam to the US president in a letter that was seen by Bloomberg. In the letter, Lam requested that the US not apply any additional tariffs or fees on Vietnamese goods and asked to postpone the implementation of the tariff announced by Trump last week by at least 45 days after April 9.
The letter confirms comments made by Trump on Friday on his Truth Social network, following a call between the two leaders. Vietnam, which has increasingly become a key manufacturing and export alternative to China, was slapped with one of the highest tariff rates worldwide last Wednesday.
Expect all the companies profiled as the biggest casualties from the Vietnam tariffs to soar, as the market realizes that for all the posturing, Trump’s tariffs were just that: a negotiating chip to minimize trade barriers against the US, which as Vietnam so aptly demonstrated, are now well on their way out.
Also coming to the table: Taiwan.
In addition to the news about Vietnam bending the knee, The Epoch Times’ Jacob Burg reports that Taiwan’s President Lai Ching-te on April 6 said his nation would offer zero tariffs and no retaliation as the start of negotiations with the United States while vowing to remove trade barriers.
Lai said Taiwanese companies will also increase their investments in the United States. The comments were made in response to sweeping import tariffs announced by President Donald Trump on April 2. Taiwan has a trade surplus with America and will see a 32 percent tariff on its imports into the United States.
The new tariffs do not, however, affect semiconductors, one of Taiwan’s largest exports.
It’s less than a week since Trump’s announcement, and a whole lot of countries seem extremely eager to make a deal and remove tariffs on American goods. Trump has long been hailed as a master negotiator, and one of his main tactics to to directly threaten one of the most precious things the other side has in order to bring them to the table to make a deal.
As far as retaliatory tariffs from other countries, there’s a lot of muttering, but evidently only China has threatened an immediate 34% tariff, and Trump is threatening another 50% tariff on China on top of the previous ones as a retaliation to the retaliation. Honestly, I don’t think Trump much cares whether China signs up to eliminate tariffs. China was already cheating so many ways on trade, and is obviously America’s greatest strategic rival, that Trump probably wouldn’t mind completely decoupling red China from the American trade system.
A feature, not a bug.
There are enough facets to that last point that it may be worth a separate post…
President Trump announced his tariffs on countries, especially those that tariff goods from the United States.
President Donald Trump on Wednesday imposed sweeping new tariffs on all imported goods and unveiled a detailed list of reciprocal duties targeting more than 60 countries, asserting that the move is necessary to combat trade imbalances and restore U.S. manufacturing.
“This is Liberation Day,” Trump said during a Rose Garden ceremony, holding up a printed chart of countries and their new tariff rates. “For decades, our country has been looted, pillaged, raped and plundered by nations near and far, both friend and foe alike.”
The tariffs, which he described as “reciprocal,” fulfill a key campaign pledge and are aimed at pressuring trade partners to lower their own barriers. The administration expects the new rates to remain in place until the U.S. narrows a $1.2 trillion trade imbalance recorded last year.
But the extensive list of tariffs also threatens to upend the U.S. economy, as many — but not all — economists say they amount to taxes on American companies that will be passed down to consumers.
Trump held up a chart while speaking at the White House, showing the United States would charge a 34 percent tax on imports from China, a 20 percent tax on imports from the European Union, 25 percent on South Korea, 24 percent on Japan and 32 percent on Taiwan.
The centerpiece of the announcement is a 10 percent universal baseline tariff on all imports, effective immediately. For instance, Chinese imports are now subject to cascading tariffs of 10, 20 and 34 percent, for a total of 54 percent.
In addition, Trump’s administration imposed country-specific reciprocal tariffs on nations it accuses of unfair trade practices — including India, Vietnam, and the European Union, in adding to China. The rates are calibrated at approximately half the rate those countries impose on U.S. goods.
For example, China, which Trump said charges 67 percent in tariffs on U.S. goods when factoring in non-tariff barriers, will now face a 34 percent reciprocal tariff under the new system, in addition to the 10 percent baseline tariff and the 20 percent tariffs already in effect. Vietnam, assessed at 90 percent, will face a 46 percent tariff; India at 52 percent will now see 26 percent duties; and the EU, which imposes 39 percent, will be met with a 20 percent response, according to the White House chart.
This is a “devil in the details” issue that has a lot of ramifications depending on how the directives are written. But several of those countries are big players in semiconductors, so here’s a quick and dirty look at winners and losers if those tariffs stay in place a significant amount of time.
The main countries here, along with the reciprocal tariffs being applied to them:
Taiwan (32%)
South Korea (25%)
China (34%)
European Union (not a country, but they play one on TV) (20%)
Japan (24%)
Singapore (10%)
Israel (17%)
Save a few smaller, older fabs here and there, that’s pretty much 99% of semiconductor manufacturing, though Vietnam (46%) and the Philippines (17%) do a lot of semiconductor package assembly work, and the tariffs may apply to them, depending on wording.
So let’s look at the business Losers and Winners in the space. (Note: You might find this post useful, as it defines some of the semiconductor industry terms used here.)
Losers
TSMC: As the world’s biggest and most important chip foundry, the Taiwanese tariffs will hit TSMC hard. Their U.S. fab in Arizona isn’t ready for production yet, so all their chips will (theoretically) get hit with tariffs, assuming Trump doesn’t grant them a waiver because they’re already constructing a plant. But if they do go into effect, possibly even more heavily impacted will be:
TSMC customers, including Apple, Nvidia and AMD. All three get their very highest-end, cutting edge, sub-10nm chips fabbed there. For Apple, the M-series and A-series chips made there form the heart of all their Macs and iPhones. Likewise, Nvidia gets its highest end GPU/AI/etc. chips fabbed by TSMC. AMD’s most powerful CPU’s are also fabbed by TSMC, though some lower end chips are made elsewhere (like GlobalFoundries).
Tokyo Electron: Japan’s biggest semiconductor equipment manufacturer assembles pretty much all their equipment in their home country. 24% tariffs may make their equipment uneconomical compared to rivals Applied Materials and LAM Research.
South Korean DRAM manufacturers Samsung and SK Hynix: 25% tariffs will definitely impact sales in a market segment whose overall margins (robust in booms, and barely breaking even during busts) are thinner than others.
Every American electronics company that uses DRAM. Which is pretty much every American electronics company.
Every American AI boom company. Their data center costs are going up, while those of their foreign competitors are not.
Korean flat panel display manufacturers Samsung and LG Semicon, who between them control over 50% of the market.
Every American TV and monitor manufacturer, the vast majority of which have their devices manufactured overseas.
UMC: They’d fallen woefully behind TSMC for foundry work, and they won’t be winning much additional American business now.
Every company trying to build a sub-10nm fab in the U.S., as steppers from Netherlands-based ASML just got more expensive and the competition to obtain them might have increased.
Pretty much every fab in China just got more screwed…but they were pretty screwed (and trailing badly) before.
American fabless chip startups: Their costs for getting chips to market probably increased.
Winners
Applied Materials, LAM Research and KLA Tencor. Buying competing Tokyo Electron equipment just got more expensive, and a bunch of companies now have incentives to build fabs in America.
Intel: Assuming they’ve finally got their process technology sorted out (a big if), they’re well-positioned to take CPU market share from AMD and to grow their under-performing foundry business.
Micron (sort of): As the only American DRAM manufacturer, they can probably earn more per each chip produced domestically. But Micron has a lot of overseas fabs these days, and building new domestic DRAM fabs will take years.
GlobalFoundries: The costs of their global competitors just increased, so they can probably win more business for their domestic foundries…if they have the available wafer starts. But they have a lot of foreign fabs as well.
Samsung‘s US foundry business. Presumably the wafer starts for their Austin and Taylor fabs will see increased demand.
Maybe Texas Instruments, but I’m not sure how much mixed-signal and analog competition they have, and that’s their bread and butter.
Neutral
ASML: Being in the Netherlands and having TSMC as their biggest customer, you figure they’d be hurt, but no. You can’t get EUV steppers from anyone else, and I get the impression they’re building EUV steppers as fast as they possibly can already. Anyone building a cutting-edge fab will just have to pay more to get them.
Tower Semiconductor: Half their foundries are in Israel and half in the U.S., so I figure it’s a wash.
That’s my quick and dirty analysis. Of course, Trump is using tariffs like a battering ram to smash foreign tariffs, and if he’s immediately successful, there probably will only be minor hiccups in the global supply chain. But if not, a whole lot of disruption might lie ahead, and it usually takes a minimum of 3-5 years to bring a new fab online.
Government leftists at USAID call to break the law to cover their tracks, DOGE uncovers still more outrageous examples of government waste, Democratic bagman john Podesta showered billions on newly created NGOs, billions in LA homeless funds are unaccounted for, Syrian jihadis slaughter civilians, more pedo teachers get caught, lobbyists rake in big bucks, and the heart-stopping thrills of a man…baking.
A senior USAID official on Tuesday ordered the agency’s remaining staff to report to their now-former headquarters in Washington DC for an “all day” group effort to destroy documents, many of which contain sensitive information, Politico reports.
The materials marked for destruction include “classified safes and personnel documents” at the Ronald Reagan Building, according to an email sent by USAID’s acting executive director, Erica Carr.
“Shred as many documents first, and reserve the burn bags for when the shredder becomes unavailable or needs a break,” read the email instructing staff to label the burn bags with “SECRET” and “USAID/B/IO” (which stands for “bureau or independent office”) in dark sharpie.
Again, how is this not breaking the The Federal Records Act and other laws against destroying evidence?
Legal Insurrection readers may recall that late last year, Brent Efron, an Environmental Protection Agency (EPA) special advisor implementing Biden’s climate agenda, made many controversial statements during an undercover video about the agency’s actions in anticipation of a potential Trump administration.
Efron reportedly told Project Veritas that the EPA was rapidly distributing billions of dollars in grants to nonprofits as an “insurance policy” against Trump winning the election. He described the situation as “throwing gold bars off the Titanic,” referring to the urgency with which the agency allocates funds.
Now the Trump Administration has followed those gold bars. An exclusive report by the New York Post indicates the trail of those bars led back to Deep State Obama/Biden minion, John Podesta.
The story began in September 2022, when Biden named Podesta to helm the $375 billion climate fund, which resulted from the Inflation Reduction Act, a 2022 law that was basically “Green New Deal” poison hidden beneath a wrapper of sweet economic promises.
Here is how The New York Times announced the 2022 fund creation:
As a senior adviser to Mr. Biden on clean energy innovation, Mr. Podesta will shape how the government disburses billions of dollars in tax credits and incentives to industries that are developing wind and solar energy, as well as to consumers who want to install solar panels, heat and cool their homes with electric heat pumps or buy electric vehicles.
..In an interview, Mr. Podesta described his new job as “throwing the weight of federal government policy behind a cycle of investment and innovation that we haven’t seen before in the United States, and that is almost unique in the world.”
There was absolutely no questioning by The New York Times as to where these monies would go, or how the funds would be used to help either our climate or energy industry.
On the other hand, the New York Post has a map of the gold bar trail. Apparently, billions went to “Non-Governmental Organizations” that were founded after the fund was created.
The Biden administration funneled at least $20 billion dollars into environmental groups, most of which had only recently been founded, The Post has discovered.
In one case, former Vice President Kamala Harris handed over a check for nearly $7 billion to Bethesda, Maryland, based group Climate United Fund, which does not appear in the IRS’s charities database, and has no federal filings.
The non-profit fund had only been incorporated in Delaware on November 30, 2023, according to public records, five months before Harris handed over the cash in April 2024.
The Climate United Fund then announced “the historic investment” in a press release, noting the group’s work “delivers benefits like cleaner air…and increased energy security.”’
However, because the company is so new, there is no publicly published accounting of how it plans to spend the $7 billion.
Climate Fund, which received nearly $7 billion in Biden Climate Gold, was just one of eight similarly set-up entities. Others are:
Coalition for Green Capital: Received $5 billion
Power Forward Communities: Received $2 billion
Opportunity Finance Network: Received $2.29 billion
Inclusiv: Received $1.87 billion
Justice Climate Fund: Received $940 million
Appalachian Community Capital: Received $500 million
“Exposed: Secret Pact Between 14 Blue States, Left-Wing Groups, and NYC Law Firms.”
Well, well, well. It’s hardly a surprise to discover that the wave of lawsuits against Elon Musk’s Department of Government Efficiency (DOGE) is no coincidence. The Oversight Project at the Heritage Foundation has obtained a copy of a secret agreement outlining a coordinated legal offensive—an alliance between 14 blue states, left-wing activist groups, and prominent NYC law firms—all targeting DOGE and Musk himself.
What is surprising, however, is that they actually formalized their nefarious intentions.
Signed less than a month after DOGE began operations, this agreement is yet another example of the Democrats’ “whatever it takes” brand of political warfare.
The document begins:
This Common Interest Agreement (“Agreement) is made and entered into by and between the States of New Mexico, Arizona, Michigan, Califomia [sic], Connecticut, Hawaii, Maryland, Massachusetts, Minnesota, Nevada, Oregon, Rhode Island, Vermont, and Washington and State Democracy Defenders Fund (the “Parties”). The Parties have agreed that they have a common interest in developing legal strategies to challenge the creation and actions of the Department of Government Efficiency (“DOGE) and the actions of Elon Musk as a special government employee and a common interest in existing or future investigative, regulatory, administrative, and judicial actions or inactions, including but not limited to any administrative or judicial proceedings related to or arising from those legal strategies (“Matters of Common Interest”).
“The Democrats are on the wrong end of an 80-20 issue, fighting tooth and nail to block a federal government audit that has already uncovered more than $105 billion in fraud, waste, and abuse. A recent Harvard/Harris poll shows that 76% of voters support DOGE’s efforts, yet Democrats—whose job is to represent the interests of their constituents—have gone to extraordinary lengths to obstruct it, even putting their opposition in writing.”
1. Billions in “Dark Money” Outpacing Political Parties
Arabella’s network raised $2.4 billion in the 2020 election cycle, dwarfing the combined fundraising of the Democratic and Republican National Committees. This tax-exempt cash, hidden from public scrutiny, fueled anti-Trump campaigns and progressive agendas, all while average Americans had no clue their tax system enabled it. It’s a shadow operation that makes traditional political spending look like pocket change.
2. Fake Grassroots “Pop-Ups” Everywhere
The Sixteen Thirty Fund, an Arabella spoke, spins up temporary “pop-up” groups like Floridians for a Fair Shake or Opportunity Wisconsin, which vanish after their mission—say, attacking a senator or pushing a ballot measure—is done. These tax-exempt fronts, funded by anonymous donors, masquerade as local movements while redirecting millions to sway elections, leaving taxpayers blind to the manipulation. It’s a conveyor belt of synthetic activism, exploiting 501(c) loopholes.
3. Funding Supreme Court Protests
Demand Justice, birthed by the Sixteen Thirty Fund, spent millions opposing Brett Kavanaugh’s Supreme Court confirmation, complete with costumed activists and aggressive ad blitzes. This tax-exempt war chest didn’t just influence public opinion—it tried to bully the judiciary, all subsidized by a tax code Americans fund. Most folks never connected the dots to Arabella’s puppet strings behind the chaos.
4. Zuck Bucks’ Election Meddling
Arabella’s New Venture Fund funneled $25 million to the Center for Tech and Civic Life, which then got $350 million from Mark Zuckerberg to “administer” 2020 elections—read: juice Democratic turnout in swing states. Tax-exempt dollars turned local election offices into partisan tools, and the public was none the wiser about this backdoor power grab. It’s a masterclass in using charity status to rig the game.
5. Foreign Billionaires Pulling Levers
Swiss billionaire Hansjörg Wyss has pumped at least $208 million into the Sixteen Thirty Fund since 2016, exploiting tax laws that let foreigners bankroll U.S. political causes through “dark pools.” This foreign cash—untouchable by direct campaign finance rules—shapes American policy, yet taxpayers footing the system’s bill don’t even know his name. It’s a loophole so big you could drive a Swiss bank vault through it.
he report painted a grim picture of Los Angeles’ homeless program managed by Los Angeles Homeless Services Authority (LAHSA), which was established in 1993.
“Repetitive information gaps, coupled with a lack of accurate and complete data and documentation, posed significant obstacles to this assessment,” the report states.
“Insufficient financial accountability led to an inability to trace substantial funds allocated to the City Programs. Fragmented data systems across LAHSA, the City, and the County and inconsistent reporting formats made it challenging to verify spending and the number of beds or units reported by the City and LAHSA, track participant outcomes, and align financial data with performance metrics.”
The report also cites a paucity of uniform data standards and real-time oversight, which limited the ability of the auditor to fully assess the true impact of homeless programs and raised concerns of resource misallocation.
A&M found that key stakeholders failed to monitor homelessness programs, and that LAHSA was unable to identify relevant service provider contracts and expenses. It also found gaps in documentation.
Of course there are gaps in documentation. That’s to hide the graft disappearing into leftwing pockets…
Crimea, Sevastopol, Kherson, Zaporizhzhia, Donetsk, Luhansk — these are regions of Russia. They are written into the constitution. This is a given fact,” said Kremlin spokesman Dmitry Peskov. That amounts to one-fifth of Ukraine’s legitimate, internationally recognized pre-war territory. Putin demands that Ukraine permanently renounce any claim to these territories.
Ukraine must disarm itself of any NATO weapons. Of course, the top suppliers of the Ukrainian military are the United States with $69.7 billion worth of weapons systems and ammunition since the start of the war, Germany with $13.7 billion worth, the United Kingdom at $10.8 billion worth, Denmark at $8.1 billion worth, Sweden at $5.1 billion worth, Poland at $3.9 billion worth, France at $3.8 billion worth, and Canada at $2.8 billion worth. (All figures from the Kiel Institute’s Ukraine support tracker, converted from Euros to dollars, and as of December 31, 2024.) All those countries are NATO members, and thus, under the Russian demands, Ukraine would have to give up all weapons systems received from those countries. This amounts to a unilateral disarming of the Ukrainian military, in exchange for a promise from a former KGB lieutenant colonel that he will not start the war again.
Putin also demanded that Ukraine cap its military size. Previously, Putin had demanded Ukraine limit the size of its army to 50,000 troops. As of January, the Ukrainian army is 880,000 troops, meaning that Russia wants the Ukrainian army to be reduced to less than 6 percent of its current size.
According to CNN, “Putin also suggested that Ukraine halt mobilization and any training of its troops, and that other nations stop supplying weapons to Kyiv during the ceasefire.” Halt any training of troops.
Putin insisted no foreign peacekeepers can enter Ukrainian territory.
Ukraine must abandon the idea of NATO membership. While the Trump administration had already made this concession before negotiations began, note that Putin is establishing a system where he gets a veto over which countries NATO can accept.
The U.S. must return six diplomatic compounds that Russia contends were seized illegally by the United States between 2016 and 2018.
All Western economic sanctions upon Russia are illegal and must be lifted.
Bob [Robert B.] Laughlin, who’s a physics professor at Stanford, he got a Nobel Prize in Physics 1998. And he suffered from the extreme delusion that once he got a Nobel Prize in Physics, he’d be free to look at anything he wanted to. And the area of science that he went after was: he was convinced that most scientists, even at a place like Stanford, weren’t really doing very much work, weren’t doing very much science, were stealing money from taxpayers…This was a more this was a more taboo question, more taboo topic, than just going narrowly after climate science, or, you know, or any of these things. And obviously, he got promptly defunded and his grad students couldn’t get PhDs anymore. [My] sort of hermeneutic of suspicion is that if there’s a topic you can’t discuss, if there ideas you aren’t allowed to articulate, my shortcut is they’re just true.
Remember all the way back in 1986, when the New York Times blithely asserted as fact that evangelicals are “more easily led than other kinds of voters?” Well, just last we they asserted that “a majority of gun owners are white, conservative, male and from rural areas.” The first three are probably true, and the fourth definitely not, and no one who was even passingly familiar with gun culture would make that mistake…
Israeli Defense Minister Israel Katz pinned the massacre on the country’s new leader, Abu Mohammed al-Jolani, the leader of the Hayat Tahrir al-Sham (HTS) terrorist group, which was an offshoot of Al-Qaeda and was close to ISIS.
“Al-Julani took off his [robe], put on a suit, and presented a moderate facade,” Katz wrote in a post on X that included a video of scores of people who had been massacred. “Now, he has removed the mask, revealing his true face: a jihadist terrorist from the Al-Qaeda school, committing atrocities against the Alawite civilian population.”
Murdering members of other religions is never far from the average jihadi mind.
Just a day after the rebel group Hayat Tahrir al-Sham (HTS) had seized Damascus, and Bashar Assad had fled to Moscow, Assad’s army crumbled into dust, with soldiers ripping off their uniforms so as to avoid being killed by vengeful, and now triumphant, rebels. Those soldiers left largely unattended huge quantities of weaponry. The IDF seized the occasion to improve its defensive posture against Syria. There was a brief window of just a few days, between the fall of Assad and the regime in Damascus stabilizing and taking control of those abandoned weapons, during which the IDF did two things. First, it moved Israeli soldiers into Syria, where they established two new military outposts, one on the Syrian side of Mt. Hermon, and one extending further into Syria from the pre-existing buffer zone separating Israeli and Syrian troops on the Golan. Now the IDF controls the commanding heights that extend into Syria; the Israelis have a clear unimpeded view of Damascus — now literally in their sights — far below.
The second undertaking, which began just as soon as Assad had left for Russia, was the IDF’s systematic destruction of the Syrian army’s weaponry. The Israelis knew exactly where the weapons were located; they had long been preparing for a possible war against Assad, and had their target bank ready.
The IDF announced on December 10 that its air force and navy had conducted over 480 strikes in Syria in the span of 48 hours, 350 of which targeted airfields, anti-aircraft batteries, missiles, drones, fighter jets, tanks, and weapon production sites, destroying between 70% and 80% of Syria’s strategic weapons. It also sank Syria’s navy. And there was nothing that Ahmed al-Sharaa and the men of Hayat Tahrir al-Sham could do about it. Now Israel has not only made itself much safer, having removed Syria as a viable military threat to the Jewish state, but also has “demilitarized” the Jihadists in Damascus.
We have just seen that after al-Sharaa’s repeated promise that Syria’s minorities had nothing to worry about, decently, the jihadist “security services” — as they call themselves — entered Latakia to capture or kill Alawite members of Assad’s army. They were apparently ambushed by Alawite veterans of Assad’s army, and suffered a loss of 125 men. At that point, they decided to take revenge on the civilian population, killing more than 1,000 Alawite civilians — some reports claim up to 4,000 civilians have now been killed, and they also have been killing Christians — mostly Greek Orthodox but including some Melkites — because, of course, that’s what jihadists like to do. More than a thousand civilians, possibly as many as 4,000 according to some Alawite sources, have been killed in the space of two days.
The Texas Association of School Boards is a lobbying organization that is funded almost exclusively by Texas taxpayer dollars through school district dues.
According to TASB’s most recent 990 form, at least 16 of its employees make more than the governor of Texas, who earns just over $153,000 each year.
TASB paid a combined total of $927,644 to just two of its employees during fiscal year 2023.
Executive Director Dan Troxell was paid $412,101 in direct compensation by TASB. Another $64,154 is listed as “other compensation from the organization and related organizations.”
Similarly, TASB paid First Public Managing Director William Mastrodicasa $351,224 in direct reportable income. He was also paid an additional $100,165.
Nice work, if you can get it…
Mess with the bull, get the horns. “Trump admin cancels $400 million in grants to Columbia University.” How’s that pro-Hamas antisemitism working out for you?
“US House Members Push for Ban on Student Visas for Chinese Nationals.” “U.S. Rep. Riley Moore (R-WV) is spearheading the push to secure higher education institutions against espionage and intellectual theft.” I’m sure universities will panic over having to give up all that sweet commie dough…
“X Takes Down Network Of Chinese Accounts Amplifying NYT Attacks On Dissident Arts Group. The accounts, which exhibited inauthentic activity, had been used to boost articles published by The New York Times that targeted a religious group persecuted in China. One of the articles, a Chinese-language version of an attack piece on Shen Yun Performing Arts, was boosted so much it became the most shared New York Times article on X in more than a year, according to data from BuzzSumo, a social media analytics tool.” The question is, why was the NYT so eager to carry the CCP’s water attacking Falun Gong?
“Texas Awards SpaceX Over $17 Million Grant for Semiconductor R&D.” My opposition to the CHIPS Act has been noted before, but this may be already allocated money that the state is contractually obligated to award. Why would SpaceX need semiconductor research? My guess would be for advances in space radiation hardened (“rad hard”) chips. This was traditionally property of Gallium Arsenide (GaAs) rather than silicon-based chips. GaAs chips are generally orders of magnitude more radiation resistant than consumer grade chips, but GaAs is extremely brittle and difficult to work with, so much so that 6″ (150mm) wafers are the largest size for GaAs, and there still a number of older 4″ (100m) fab lines running GaAs out there. GaAs is such a pain that a lot of different substrates have been explored over the years, but I’m not sure any match GaAs’ extreme rad hard properties.
During a tornado warning, a Florida news station broadcasting the warning is hit by a tornado.
Critical Drinker didn’t care for Micky 17. “We’ll just make it dumb as fuck and hammer home the messaging with as much subtlety as a dump truck full of retarded sledgehammers.”