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.”
I know that any time I talk about semiconductors, a significant percentage of my readership’s eyes glaze over, but this is Big Freaking News.
Intel shares rose 6% in premarket trading after Reuters reported that Taiwan Semiconductor Manufacturing, or TSMC, had approached US chip designers Nvidia, Advanced Micro Devices, and Broadcom about taking stakes in a joint venture that would operate the struggling chipmaker’s factories.
Four sources told Reuters that the Taiwanese chipmaking giant would run Intel’s foundry division under the new proposal, producing chips tailored to customer requirements but not owning more than 50%. The sources added that Qualcomm has also been approached about the venture.
TSMC is far and away the largest chip foundry (a company that builds chips for other companies, but doesn’t design its own chips) in the world, and the one with a clear technological lead over everyone else. TSMC has the third largest market cap of any semiconductor company.
Broadcom is the second-largest semiconductor company in the world by market cap, and they have their fingers in a lot of different pies: networking, wireless, storage, you name it. They’re generally considered a fabless chip designer, but the company is such a weird amalgamation of other companies (what we call Broadcom used to be Avago until they acquired Broadcom in 2016) that they might still have a lower end fab or two lurking somewhere in the company. They also use TSMC as a foundry, though I’m not sure how extensively. They’ve also recently made a big move into software, acquiring CA Associates and VMWare, among others.
Nvidia is a fabless chip designer (the sort of company that contracts with foundries to fab their chips) that went heavily into high end GPUs (the chips that render video for your PC, in Nvidia’s case geared toward high end games and other highly demanding tasks), then crypto-mining chips, and more recently into chips geared for AI applications, all very lucrative market segments, which has made Nvidia not only first among semiconductor market cap, but among the largest companies by market cap in the world (along with Apple and Microsoft). Nvidia has their chips fabricated by TSMC, as well as some by Samsung and GlobalFoundries, which was spun off from…
Advanced Micro Devices, which used to be an Integrated Device Manufacturer (or IDM, a company designs their own chips and builds them in their own fabs) creating Intel-compatible CPUs, but eventually spun off their fabrication plants as GlobalFoundries because they couldn’t keep up with Intel’s capital spending. AMD also has some of their highest end chips fabricated by TSMC. If AMD were to help take over Intel, it would be an extremely ironic ending to a longtime rivalry.
Qualcomm is a lot like Broadcom: A mostly fabless design house with its fingers in lots of different pies, and they’re about the sixth largest semiconductor company by market cap. Broadcom tried to acquire Qualcomm in 2017-18 and was blocked by the Trump45 administration.
Intel is an IDM, and for decades was the undisputed “chipzilla” of the semiconductor world. Intel’s CPUs were the dominant processor for the vast majority of the last 40 years and a huge ingredient for helping create the PC revolution. Intel used to be the technology process leader as well, but somewhere along the way they screwed up their sub-10nm process nodes, allowing TSMC to take the process technology crown. Indeed, they screwed up so badly that they’ve been forced to have TSMC fab some of its highest end chips. Despite having a vast number of fabs, Intel’s market cap has slipped down to 16th among semiconductor companies.
Back to the piece:
The sources noted that the Trump administration is exploring ways to revive Intel and strengthen US manufacturing under the ‘America First’ agenda. They added that TSMC’s joint venture pitch to chip designers took place before the company, alongside President Trump, announced plans last month to invest $100 billion in semiconductor manufacturing in the US, building on its existing $65 billion investment in its Phoenix, Arizona, factories.
Any deal between TSMC and Intel would be subjected to approval from the Trump administration.
If the Trump Administration’s goal is to increase available sub-10nm wafer starts (and it should be) and maintain American control of Intel’s fabs, then this proposal is a win-win. Intel’s fabs plus TSMC’s tech would create a foundry powerhouse. It wouldn’t happen overnight (nothing in semiconductors happens overnight), but probably in 12-24 months, depending on how quickly the new entity can acquire the necessary pieces of equipment to upgrade Intel’s fabs to thee new tech (I’m guessing that the availability of ASML steppers will, as usual, be the gating factor). And all this without the tens of billions in taxpayer subsidies for the CHIPS Act.
If this goes through, it would have mostly winners, with a few losers:
Winners
Every company that’s part of the deal. TSMC gets to radically expand production capacity without spending $20 billion+ to build a new fab. Nvidia, AMD, Broadcom and Qualcomm gain a lot more capacity for expanding production of their high end chips. Ditto for Apple (who’s not part of the deal, but who is TSMC’s biggest customer and a big demand driver for cutting edge fab capacity) and every other consumer of sub-10nm chips.
AMD additionally gets the egoboo of partially taking over its longtime hated rival and confirming it’s crown as the x86/x64 chip manufacturer of choice. Plus their then-risky decision to spin off GlobalFoundries looks like a genius move in hindsight.
The Trump Administration, which gets to take credit for vastly increasing American Foundry capacity at zero additional taxpayer expense and keeps Intel under American control.
Semiconductor equipment manufacturers like ASML, Applied Materials, LAM Research, Tokyo Electron and KLA (short term). It’s likely most or all of those companies (along with smaller players like Axcelis and Teradyne) will receive a bump in extra sales from leveling up Intel’s fabs to run TSMC’s process.
American chip startups: With so much high end capacity becoming available, existing and potential chip startups are going to look like more attractive investment capital opportunities.
ARM Holdings: ARM doesn’t make chips, they’re an IP design house that licenses their functional chip blocks to other chip designers. Just about every foundry and IDM is a licensee (yes, including Intel and TSMC), so unleashing more chip designs will almost certainly result in more royalties for ARM. (Nvidia tried to buy ARM in 2020, and regulators quashed that idea good and hard.)
Intel investors, who will either get a big lump-sum payment or shares in the new, probably far more profitable company (depending on how the buyout is structured).
Even Intel wins long-term by unleashing existing fab capacity to take on new business not tied to its faltering CPU manufacturing model. And actually, with TSMC’s process, Intel has a chance to recover in the CPU space as well.
Losers
Samsung: Along with TSMC and Intel, Samsung (which has both IDM and foundry components) has some of the best sub-10nm process tech in the world. They gain a whole lot of unleashed competition and stand on the outside looking in.
Intel‘s dreams of reclaiming their spot at the top of the heap, and suffering the indignity of being partially owned by AMD. How the mighty have fallen.
Every Chinese fab, which goes from “very far behind” to “even further behind.”
Semiconductor equipment manufacturers (long term): They better enjoy the out-of-band upgrade money from retrofitting Intel’s fabs, as it will likely mean a significant delay in anyone building a new cutting edge wafer fab for quite a while. And having two of their biggest customers team up is probably going to put them under a lot of downward pricing pressure.
GlobalFoundries (and other trailing edge foundries) might lose some business, but there’s very little overlap between Intel/TSMC cutting edge processes and GlobalFoundries trailing-edge fabs. Ditto UMC.
Are there anti-trust concerns with such a heavy accumulation of cutting edge process technology? Oh yeah. Big time. But almost all of those concerns were already there in some form or another thanks to the interconnected “cooperation” nature of the industry. All those companies going in with TSMC were already getting chips fabbed by TSMC. Samsung could try to claim that the deal would result in TSMC having a de-facto monopoly on sub-10nm foundry business, but it wouldn’t start with one, and that business isn’t the whole of foundry business (though it is the most profitable part), much less semiconductors as a whole.
Given that this would go a long way toward achieving Trump’s goal of increasing cutting edge fab capacity in America, I would imagine that the Trump47 administration could very well be persuaded to let this deal go through.
I’ve previously talked about China’s difficulties in catching up to the west in semiconductor manufacturing here, here, and here, among other places. To summarize: Western nations have an advanced, highly interconnected semiconductor manufacturing ecosystem that China doesn’t have the technical expertise to replicate. In particular, China has nothing like ASML’s extreme ultraviolet lithography machines (AKA a “stepper”) necessary to build the most advanced chips with the smallest feature geometries.
Though advancements that SMIC and Huawei have made in the semiconductor sector in recent years are pretty impressive, the companies are 10 to 15 years behind industry giants like Intel, TSMC, and Samsung, said Christophe Fouquet, chief executive of toolmaker ASML. It’s well known that even with the best-in-class DUV tools, Chinese fab SMIC will be unable to match TSMC’s process technologies cost-effectively. This is because Chinese companies cannot access leading-edge EUV lithography tools.
“By banning the export of EUV, China will lag 10 to 15 years behind the West,” said Christophe Fouquet in an interview with NRC (machine translated). “That really has an effect.”
ASML has never shipped its EUV tools to China due to the Wassenaar Arrangement, despite SMIC’s reported order for one EUV machine. The details remain unclear, but ASML did not deliver the machine to the Chinese foundry due to US sanctions. However, ASML kept shipping advanced DUV lithography tools, such as the Twinscan NXT:2000i, which are capable of producing chips on 5nm and 7nm-class process technologies.
As a result, SMIC has been producing chips for Huawei using its 1st-generation and 2nd-generation 7nm-class process technology for years now. This has certainly helped the Chinese high-tech giants weather U.S. government sanctions.
Having understood that EUV tools are not coming to China, Huawei and its partners have explored extreme ultraviolet lithography themselves with the aim of building their own lithography chipmaking tools and ecosystem, which will take 10 – 15 years at best. For reference, it has taken over 20 years for ASML and its partners from foundational work to complete commercial machines to build the EUV ecosystem.
China thought it had found a way out of the western ban on high end lithography machines. Turns out: Not so much.
“In the past two years, China has spent a staggering 8 billion euros to procure fewer than 120 Advanced immersion DUV lithography machines from Dutch company ASML.” DUV (Deep Ultraviolet) was the generation of machines before EUV, and can’t effectively pattern features of less than 10nm.
“On the surface this seemed like a bold and extravagant move. However, as of September 7th, the reality has turned into a bitter irony. Maintenance and upgrades for these machines are now completely restricted. In other words, starting next year these state-of-the-art [not quite – LP] lithography machines could become little more than scrap. To make matters worse, even repairs for older equipment are off the table.”
“Lithography machines are the backbone of semiconductor manufacturing, etching intricate circuits onto silicon wafers. Without proper maintenance and upgrades, these machines, worth tens of millions of euros each, will gradually deteriorate into expensive junk. Producing advanced chips smaller than 14 nanometers will become nearly impossible. Yield rates will plummet and costs will skyrocket.”
“Even TSMC, a global benchmark, requires ASML engineers to be stationed on site for regular recalibrations every 3 to 6 months. Earlier this year, an earthquake in Taiwan caused TSMC’s lithography operations to halt, and it took a month of recalibrations to resume lithography.” Requalification is indeed a huge pain in the ass.
“Machine maintenance depends on ASML proprietary components, software and technical support. Hiring a few engineers, or even the CEO of ASML, won’t solve the fundamental complexities of this highly specialized system. China’s attempts to rely on sheer manpower to bridge this gap are wishful thinking.”
“Thinking a few engineers could crack this technology is simply laughable. Lithography machines are just the tip of the iceberg in the complex semiconductor manufacturing supply chain.”
“China owns nearly 1,400 ASML lithography machines. With Western restrictions on maintenance spare parts and engineering services, these multi-million euro machines have been reduced to a rob Peter to pay Paul situation keeping them operational for just one more day at a time. Chip production is bound to shrink, creating a vicious cycle.”
“New sanctions implemented in September have blocked sales of models like the NXT1970i, shutting down access to both hardware and technology. At best, China’s capabilities remain stuck at the level of ASML’s older NXT 1470 machines, which date back to the early 2000s.”
“China’s so-called domestic lithography machines are limited to 65 nanometer dry DUV technology, with some reports claiming they can reach 55 nanometer. However, this is equivalent to ASML 2006-era technology, putting China 18 years behind. Worse, key components for these domestic machines still rely on suppliers from Japan and Germany.”
“China’s domestic lithography machines are largely a symbolic effort, more about saving face than actual technological advancement.”
There’s no way China can catch up to ASML in EUV lithography, and no way they can eliminate their deep dependence on western semiconductor manufacturing technology.
“Cutting edge EUV systems have been banned from China since 2019. Last June, high-end immersion DUV machines were added to the list. Now even older models like the NXT 1970i and 1980i can’t be sold or upgraded. China’s ambitions have been crushed, reducing it to square one.”
“This February, the Dutch Minister of Trade openly stated that China uses foreign high tech knowledge to advance its military capabilities, and ASML tools could produce sophisticated weapons. Handing over lithography machines to China is akin to arming an adversary, a move unacceptable on any strategic level.”
Without western technology, China’s desire for a technologically advanced semiconductor industry are dead in the water.
“The myth of China’s technological rise is unraveling and heading toward decline.”
When you buy a piece of high-end semiconductor equipment, you’re not just buying the machine, you’re buying the knowledgebase of deep technical expertise of both the on-site technical staff, as well as the process wizards back in Eindhoven, Santa Clara and Tokyo. There are inumerable parameters that need to be just right, and you need to know how to tweak them if the yield goes south. Without that expertise to guide you, the high end machines quickly become worthless.
I can imagine President Trump offering China a grand bargain, in which they stop stealing western technology, stop committing genocide against the Uighers, stop clashing with Philippine ships in the South China Sea, meet its treaty obligations regarding Hong Kong, and let international agencies inspects its high level bioweapon labs in exchange for easing semiconductor sanctions.
I doubt China would take such a deal, as it would be too humiliating for Xi to stand. But I can imagine Trump making it…
Because I had to get out my book catalog last week, I’ve been as busy as Kathleen Kennedy on Ruin Star Wars Day, so this is another two-weeks crammed into one LinkSwarm. It’s just been a packed two weeks, with so many major stories breaking up not going to tease them up here, so let’s jump right in.
A new report has revealed that 21 George Soros-linked district attorneys across the United States have been replaced by “tough-on-crime” prosecutors. The report also noted that four have left office, either through recall efforts or other means.
Among those listed by the Law Enforcement Legal Defense Fund were former Portland District Attorney Mike Schmidt, who lost a May election to Democrat challenger Nathan Vasquez, Western Judicial Circuit District Attorney Deborah Gonzalez, who lost her reelection bid to Kalki Yalamanchili, and Kim Foxx, the former Cook County State’s Attorney who in 2023 announced that she would not seek reelection.
For those who were removed from office, there is Hinds County District Attorney Jody Owens, who in November was indicted on federal bribery charges, and Alameda County District Attorney Pamela Price, who was recalled last month after serving just 18 months in office, per The National News Desk.
Replacements also noted by the report were Los Angeles County District Attorney George Gascon, who lost to challenger Nathan Hochman in last month’s election, and former Baltimore City State’s Attorney Marilyn Mosby, who lost the 2022 Democratic primary election to Ivan Bates. Since her election loss, Mosby has been found guilty of one count of mortgage fraud.
All of them need to go.
Speaking of Soros tools: Subway Samaritan Daniel Penny found not guilty on all charges. Just like Kyle Rittenhouse, he never should have been charged in the first place. Soros tool Alvin Bragg needs to be impeached and removed from office.
Christopher Wray steps down as FBI head. This shouldn’t keep the Trump Administration from prosecuting for his manifest interference in the political process.
More Democratic Party fundraising fraud. “ActBlue, the massive online fund-raising platform for liberal causes, has informed Congress it did not automatically block donations made with foreign-bought gift cards until recently.” Almost like the entire party is a giant money laundering scam…
Busted. “Georgia Court Removes Fani Willis from Trump Case over Relationship with Special Prosecutor.”
An appellate court removed Fulton County district attorney Fani Willis (D) from the racketeering case against President-elect Donald Trump over her romantic relationship with special prosecutor Nathan Wade.
Georgia’s court of appeals ruled Thursday that Willis will be removed from the case because of the appearance of misconduct surrounding her relationship with Wade, but did not throw out the case all together.
“While we recognize that an appearance of impropriety is generally not enough to support disqualification, this is the rare case in which disqualification is mandated and no other remedy will suffice to restore public confidence in the integrity of these proceedings,” the three judge panel ruled.
Left unstated is that her lawfare attack on Trump was both illegal and unconstitutional.
He also handed Iran access to $10 billion, because promoting terrorism, plotting to destroy Israel, and trying to build nuclear weapons are activities that Democrats seem eager to reward.
Winning. “ABC News and anchor George Stephanopoulos have reached a settlement in a defamation suit brought by President-elect Donald Trump, which requires the network to apologize, contribute $15 million to a ‘Presidential foundation and museum to be established by or for Plaintiff,’ and pay Trump’s legal team $1 million.”
The battle lines are now drawn between West Coast liberals, Bernie Sanders-socialists and moderate technocrats in the Midwest, who insist the party has completely lost touch with the average American voter.
But first, there is one thing that all sides seemingly agree on: The current political establishment must be chased out of national politics for good. A reckoning is coming.
‘The people that are responsible for this s**tshow are the Obama people. They’re just grifters,’ a well-connected Democratic donor exclusively told Daily Mail. He singled out Jen O’Malley Dillon, who went from Biden 2024 campaign chair to serve in the same role for Harris’s camp, and David Plouffe, an ex-Obama 2008 campaign manager turned top Kamala adviser.
“Trump sues Des Moines Register, pollster for ‘brazen election interference’ over faulty polling in presidential race.” I think it’s very unlikely that Trump will win this lawsuit, thanks to First Amendment protections and the “absence of malice standard.” Plus pollster Ann Selzer can always just claim “I just sucked at my job.” She retired after the election.
Israel pounded Syrian army bases on Tuesday in strikes it says aim to keep weapons from falling into hostile hands, but denied its forces had advanced into Syria, toward Damascus, beyond a buffer zone at the border.
Regional security sources and officers within the now-fallen Syrian army who spoke to Reuters described Tuesday morning’s airstrikes as the heaviest yet, hitting military installations and airbases across Syria, destroying dozens of helicopters and jets, as well as Republican Guard assets in and around Damascus.
The rough tally of 200 raids overnight had left nothing of the Syrian army’s assets, said the sources.
The Israeli Air Force has carried out over 300 airstrikes in Syria since the collapse of the regime, destroying advanced weapons and other capabilities.
Strikes reportedly carried out by Israel in Damascus’s Barzeh area completely destroyed a defense ministry research center, AFP correspondents reported on Tuesday. Western countries including the United States struck the facility in 2018, saying it was related to Syria’s “chemical weapons infrastructure.”
Plus they sunk the entire Syrian navy.
Speaking of pounding the snot out of things:
According to a US official, the US used B-52 bombers, F-15 fighter jets and A-10 aircraft to strike ISIS leaders, operatives and camps in central Syria. pic.twitter.com/QreZe4ATau
“Palantir CEO Alex Karp Eviscerates Democrats: Voters ‘Do Not Want To Hear Your Woke Pagan Ideology.'”
Alex Karp, the co-founder and CEO of Palantir, said late last week that Democrats lost the 2024 election because they did not understand the fundamental human desire to feel safe.
Karp made the remarks during a panel discussion at the Reagan National Defense Forum while talking about what Americans expect out of the U.S. government.
“Americans are the most loving, God-fearing, fair, least discriminatory people on the planet,” he said. “They want to know that if you’re waking up and thinking about harming American citizens, or if American citizens are taken hostage and kept in dungeons, or if you’re a foreign power sending fentanyl to poison our people, something really bad is going to happen to you and your friends and your cousins, and your bank account and your mistress, and whoever was involved.”
He continued, “When Americans are spending a trillion dollars on ‘defense,’ what I want and what I think my peers want is: why are these people keeping our citizens as hostages, torturing our people, attacking our allies, maligning us in what was once called the United Nations — basically a discriminatory institution against anything good? We need to stand up and those people need to be scared.”
He said that it was critical for the U.S. to dominate because “we have the best products in the world, and we can not have parity.”
“Our adversaries do not have our moral compunction,” he said. “If it is even, they will take advantage of our niceness, our kindness, our desire to be at home in Nebraska and New Hampshire or wherever we live, in our peaceful environments.”
“They need to wake up scared, and go to bed scared, and if you give that to the American people, the American people will go back and say — and honestly, I probably shouldn’t say this, this is why I thought the Democrats were going to lose the election, and why they did, because people want to live in peace,” he continued. “They want to go home. They do not want to hear your woke pagan ideology. They want to know they’re safe. And safe means the other person is scared. That’s how you make someone safe.”
Democrats are now, finally, pissed at Obama. “There are people there are people who are now multi-millionaires as a result of the Harris campaign, and we know exactly who they are. And I just want to say that half a billion dollars in advertising went to just four well-heeled Democratic firms. This whole thing is deeply incestuous.”
“Ozy Media Founder Carlos Watson Sentenced To Hefty Prison Term For Defrauding Investors. [He] was sentenced to 116 months, or nearly ten years, in prison for conspiracy to commit securities fraud, conspiracy to commit wire fraud and aggravated identity theft in an unusual case that briefly captivated the media world.”
More of that voting fraud Democrats swear doesn’t exist. “2020 Carrollton Mayoral Candidate Admits to Mail Ballot Fraud. Zul Mohamed pleaded guilty Monday to 109 voter fraud felonies.”
“After Donald Trump flipped his county for the first time in a century, longtime Democratic Webb County Judge Tano Tijerina has announced he is switching parties to the Republicans saying that “the [Democratic] party left me, and the people of South Texas behind.”
Three U.S. Army soldiers have been arrested in Texas on criminal charges relating to smuggling illegal aliens.
The three soldiers were based at Fort Cavazos, which is near Killeen in Central Texas.
Fort Cavazos is The Fort Formerly Known As Fort Hood. I might have been a little more worked up over the name change if Hood hadn’t been such a shitty general.
U.S. Border Patrol agents made an initial traffic stop of a suspicious vehicle in the city of Presidio, located in West Texas on the Rio Grande. As an agent approached the vehicle’s passenger side, the driver sped away—hitting a second Border Patrol vehicle and injuring the agent inside.
The vehicle was eventually stopped by local law enforcement officers who detained four individuals in the car. Three were illegal aliens, and one was identified as U.S. Army soldier Emilio Mendoza Lopez.
The driver of the vehicle was reported as being another soldier named Angel Palma, who fled on foot from the vehicle but was located in Odessa a day later.
Presidio is nearly 500 miles away from where the soldiers were stationed.
“Mendoza Lopez and Palma allegedly traveled from Fort Cavazos to Presidio for the purpose of picking up and transporting undocumented noncitizens,” announced the U.S. Attorney’s Office for the Western District of Texas. “A third individual, Enrique Jauregui, is alleged to be the recruiter and facilitator of the human smuggling conspiracy.”
Three Texas teachers made news last week over charges of child pornography—also known as child sexual abuse material, as the images and videos depict sex crimes being committed against minors.
The educators worked in Dallas, Leander, and Wall Independent School Districts. Two of the three taught band.
On December 13, Dallas Police arrested Sean Turner, 34, and charged him with possession of pornography featuring a child younger than 10 years old—a first-degree felony.
Snip.
Retired principal Curtis John Locklear was arrested December 12 and charged with felony possession of child porn.
Locklear was arrested by the Montgomery County Precinct 3 Constable’s Office working with the Houston-area Internet Crimes Against Children (ICAC) task force.
Snip.
Also on December 12, a federal judge sentenced Joshua Carroll to 30 years in prison for possessing and producing child porn.
Carroll was an assistant band director in Wall ISD from January 2022 until his crimes were discovered earlier this year.
Texas Republican Congressman Dan Crenshaw got dinged by the Internet for insider trading. So then Crenshaw attacked the Internet. It didn’t go well for him.
Google on Monday introduced a new chip called Willow, which solved in five minutes a computing problem that would take a classical computer more time than the history of the universe.
Tech companies are chasing quantum computing in hopes of developing systems that perform at speeds far faster than traditional silicon-based computers.
The building blocks of quantum computers, called “qubits”, while being fast, are error-prone, making it hard to ensure quantum computers are reliable and commercially viable.
The more qubits used in quantum computing, the more errors typically occur. But Google said on Monday it found a way to string together qubits in the Willow chip so that error rates decline as the number of qubits rise, adding that it can also correct errors in real time.
My understanding of how quantum computers work is limited to popular explanations, but D-Wave is evidently still in business, so maybe they work?
The trailer for James Gunn’s Superman dropped. I’ve never seen a Superman film in theaters, and this will not be getting me in. But you’ve got to give Gunn credit for thinking way outside the box and including Krypto the Superdog and Hawkman, two characters that absolutely no one in the greater viewing public was clamoring for.
What a freaking epic (and tiring) week! I waited until Fox and Decision Desk had declared Trump the winner past 1 AM Wednesday morning, and then had to get up a few hours later to get ready to work. So we’ve got more election fallout, Israel bags more terrorist scumbags, Elon Musk and Ron Paul may team up to fight government waste, Texas continues to purge wokeness from public institutions, and a song mystery is solved.
Last time around, Trump squandered his momentum. He passed the tax bill that the establishment GOP wanted, after which they didn’t need anything from him and turned to obstructing him….
Like airplanes on a runway. Trump’s approach this time around should be what he should have done last time: Shock and awe. Shut down departments, fire bureaucrats, exercise emergency powers, all so fast that the establishment’s responses are saturated. Javier Millei’s whirlwind assault in Argentina should be the model, sometimes in specifics but also in general approach. Bureaucrats move slowly; Trump should move fast.
Elon Musk says he can cut $2 trillion easily; do it. Also, set bureaucrats competing with each other for what funds remain. Divide and conquer.
The FBI’s files on its policing of domestic dissent should be opened up, as should the details of the NSA’s illegal domestic spying. Trump should have outsiders investigate possible (likely) prosecutorial misconduct in the January 6 prosecutions – something judges have already raised – and fire those responsible, as well as subjecting them to what other legal consequences may apply. The lesson that the deep state can’t intervene in domestic politics needs to be driven home, and the only way to do that is to ruin a lot of lives on the part of people who deserve to have their lives ruined, from the top of the Justice Department and the intelligence agencies to the bottom. Likewise those involved in social media censorship programs, “Operation Chokepoint” style economic warfare, and the like. Abuse of government power against the citizenry should be treated as a criminal matter, because it is.
Trump should also announce that the federal government is waiving qualified immunity on the part of such officials.
There are lots more ideas – you can submit your own in the comments below, and the much-maligned Project 2025, though not actually a Trump initiative, contains some – and Bloomberg is already warning that if elected Trump will dismantle the White House’s gun control ministry. Oh no!
The specifics aren’t really the point here, though I should probably post another essay just about those. But the point here is rapid action across a wide variety of fronts. Trump should take advantage of the precedents that Biden has set for far-reaching executive action, though you can bet that when he does the press will pretend this is the first time anything like that has ever been done.
The story of how Harris pocketed record sums while failing to gain support from voters will be studied by campaigns for decades to come. Democrats who successfully pressured octogenarian President Joe Biden to pass the torch to the former California senator are now conducting an internal autopsy of the 2024 race, in which Trump raised and spent hundreds of millions of dollars less than Harris.
“A billion dollars paled in comparison to the increased prices Americans were seeing across the country,” Tom Fitton, president of the conservative group Judicial Watch and a longtime Trump ally, told the Washington Examiner. “Voters weren’t fooled.”
The Harris campaign and its affiliated committees dropped more than $654 million on advertising from July 22 to Election Day, whereas Trump spent $378 million, or 57% less, in the same category, according to data from AdImpact.
Future Forward, the $500 million “ad-testing factory” and super PAC that supported Harris, was a reliable clearinghouse for checks from wealthy Democrats such as Reid Hoffman, George Soros, Michael Bloomberg, and Dustin Moskovitz. And anonymous donations, or so-called “dark money,” also benefited Harris at a faster and more substantial clip than Trump thanks to lax federal laws that progressives often criticize but, nonetheless, exploited in 2024.
The Harris campaign declined to comment on its finances. A fuller portrait will be public after the election, as the Federal Election Commission mandates post-general election reports for candidates within 30 days.
In mid-October, the Harris campaign disclosed that it had spent over $880 million this election, almost $526 million greater than the roughly $354 million that the Trump campaign had disclosed spending, according to a Washington Examiner analysis of federal filings. Much of the Harris campaign’s spending was allocated for digital media advertising, polling, and travel from state to state, including to a private jet company called Advanced Aviation.
Payroll and the taxes that accompanied it accounted for $56.6 million of the Harris campaign’s spending. In comparison, the Trump campaign reported spending $9 million on payroll — employing hundreds fewer staff members.
There was also the army of political, digital, and media consultants who were paid over $12.8 million by the Harris campaign, filings show.
One vendor, Village Marketing Agency, received over $3.9 million and reportedly worked to recruit thousands of social media influencers to boost Harris online. Others that scored lucrative consulting gigs from the campaign included the likes of Precision Strategies, a Democratic-aligned marketing agency; Ethos Organizing, founded by former Ohio Democratic Party director Malik Hubbard; and the Biden-allied SKDK communications firm.
Snip.
“Event production” was also a staple spending area of the Harris campaign, which notably hosted a star-studded lineup of musicians from Lady Gaga to Katy Perry for an election eve rally.
The campaign paid more than $15 million, according to federal filings, to companies for such services.
There was $1 million for Oprah Winfrey’s Harpo Productions on Oct. 15 in West Hollywood, California.
Winfrey, a top Harris ally, appeared at a town hall with the vice president in September and was at her final rally in Philadelphia before Election Day.
Viva Creative, a marketing agency that has touted its work with Oprah, comedian Trevor Noah, the Washington Nationals baseball team, and American Express, scooped up $1.8 million from the Harris campaign for event production from September to October. A company called Production Management One in Maryland received $1.7 million, with large payments also going to Vox Productions, Temple University, Wizard Studios North, the Park Hyatt Chicago, and other entities for event production, filings show.
Then there was Majic Productions, a Wisconsin-based company, which has worked the NBA playoffs, the Super Bowl, and at the Bellagio Hotel & Casino in Las Vegas. The Harris campaign paid that company $2.3 million.
A source familiar with the matter told the Washington Examiner that the Harris campaign spent six figures on building a set for Harris’s appearance on the popular Call Her Daddy podcast with host Alex Cooper. The interview came out in October and was reportedly filmed in a hotel room in Washington, D.C.
In the end, San Francisco mayor London Breed’s recent efforts to crack down on homelessness and crime weren’t enough to save her from the wrath of voters frustrated by years of disorder and talk of a “doom loop” in the famously progressive city.
After 14 rounds through the city’s ranked-choice voting process, Breed lost decisively to Daniel Lurie, a more moderate Democrat and a wealthy heir to the Levi Strauss fortune.
Lurie was ahead from the first round, and after 14 rounds led with 56.2 percent of the vote to Breed’s 43.8 percent, according to the San Francisco Department of Elections.
With San Francisco actually restoring sanity, pretty soon Austin will be the only crazy leftwing city left in America…
“UK Conservative Party elects ‘anti-woke’ Kemi Badenoch as new leader. The UK’s Conservatives on Saturday elected Kemi Badenoch as their new leader, replacing Rishi Sunak after the party’s poor performance in July’s general election. Badenoch, a staunch “anti-woke” advocate, faces the challenge of uniting a divided party while redefining its future.”
Israel seems to be on another winning streak. Israeli Commando Raid Captures Hezbollah Naval Commander….The terrorist, identified by Lebanese media as Imad Amhaz, chief of Hezbollah’s naval operations, was picked by Israeli commandos from the town of Batroun, some 100 miles into the terrorist-held hostile territory.”
Today, the Board of Regents of Texas A&M University System pushed back against “shared governance” with woke faculty members. They voted to end 52 low-performing programs, including an LGBTQ minor.
Over the course of many months, State Rep. Brian Harrison (R-Midlothian) repeatedly criticized DEI courses and the LGBTQ studies minor at Texas A&M. In September 2024, a university spokesperson confirmed that they would deactivate 38 certificates and 14 minors, including the Lesbian, Gay, Bisexual, Transgender, and Queer Studies minor.
On November 7, the Board of Regents unanimously approved the deactivation of these programs by voice vote.
The only question is why it took so long to fight back against the woke mind virus…
Want to be infuriated? “A federal disaster relief official ordered workers to bypass the homes of Donald Trump’s supporters as they surveyed damage caused by Hurricane Milton in Florida, according to internal correspondence obtained by The Daily Wire and confirmed by multiple federal employees.”
“The Grift Is Ending: ESG Fund Managers Being Told To “Keep Their Lawyers Very Close.”
Green New Boom: “Lithium-Ion Battery Recycle Plant Explodes in Missouri.”
RIPeanut. “Outrage Ensues After Beloved Rescue Squirrel Seized By NY, Euthanized.”
Speaking of sickening, you might want to skip to the next LinkSwarm entry if you don’t want to hear about horrific child abuse: “Animator Bolhem Bouchiba was sentenced to 25 years in prison for ordering the torture of children on live streams, paying parents to abuse their own kids.” Now he works for Disney.
Remember all that money to was supposed to flow to semiconductor companies that fabbed chips in America thanks to the CHIPS Act? Well Intel has seen exactly jack and squat from it. Intel CEO Pat Gelsinger: “As we said on our [earnings] call, we are disappointed by the time it is taking to get it done: it is well over two years since the CHIPS Act passed and over that period I have invested $30 billion in U.S. manufacturing and we have seen $0 from the CHIPS grants.” What are the odds that the money has actually been raked off into the usual Democratic pockets? (Hat tip: Ace of Spades HQ.)
Followup: “For five years, Mickey Barreto lived in Room 2565 at the storied New Yorker Hotel without paying a dime. But the free ride ended when he was not only evicted, but also charged earlier this year with a criminal scheme to claim ownership of the Midtown Manhattan hotel. Now, two doctors and prosecutors have said that he is not mentally competent to stand trial, and a judge has given him seven days to find inpatient psychiatric care.” (Hat tip: Dwight.) (Previously.)
Kotaku lays off more writers, though ultra-woke leftist Alyssa Mercante evidently left on her own. Evidently they’re down to six fulltime staffers.
Everything you know is wrong. “A new peer-reviewed study led by Sydney-based researchers Stephen Woodcock and Jay Falleti has found that the time it would take for a typing monkey to replicate Shakespeare’s plays, sonnets, and poems would be longer than the lifespan of our universe.”
“Democrats Admit Trump Actually Won In 2020 And Is Now Unable To Serve Third Term.” “We probably should have been more up-front about the fact that we stole the election and Biden was never president, but oh well. Hindsight is 20-20. I guess Kamala wins by default now, right?”
We’re in the last stretch of the 2024 campaign, Joe Rogan did a great interview with J. D. Vance, all sorts of sketchy voting problems surface, IDF dirtnaps another Hamas terrorist scumbbag, Nvidia replaces Intel, and influencers prioritize selfies over survival. It’s the Friday LinkSwarm!
Joe Rogan did a really great interview with J.D. Vance. The Trump interview was good, but Trump did his usual looping and weaving thing. Vance comes across as not only smart and confident, but seems (unlike Kamala Harris) extremely comfortable in his own skin.
A large number of suspicious voter registration applications were dropped off at the county elections office near Monday’s deadline, county officials said. An investigation by the district attorney’s office found incorrect addresses, false identification information, false names and names that did not match Social Security information.
Shenanigans: “Kentucky County Clerk Confirms Voting Booth ‘Glitch’ Shifted Trump Votes To Kamala.”
A victory. “Supreme Court Allows Virginia to Remove Noncitizens from Voter Rolls before Election.”
We’ve passed the peak of woke politics in the U.S., and the Harris for president campaign is the leading indicator.
Of all the things that Kamala Harris wants you to know about her — that she grew up in a middle-class family, that she’s not Joe Biden, that she has a “to-do list” for the American people — perhaps foremost among them is that she’s not woke.
She doesn’t have any rote line asserting this, but achieving distance from the fashionable left-wing politics that defined the Trump years and their immediate aftermath motivates much of what she says and does.
That Harris now feels compelled to disavow so many of the ideas that she once embraced is powerful testament to their political toxicity.
An idea has won or lost in American politics when both parties favor or oppose it, or simply don’t want to fight over it anymore. Ronald Regan’s economics truly prevailed when the Democratic Party, via Bill Clinton in the early 1990s, accepted his basic approach. Gay marriage won politically when Republicans decided to stop talking about the issue.
By this standard, woke attitudes and policies are in marked decline, and Kamala Harris is Exhibit A.
Except for her abortion radicalism, she’s turned her back on much of what she once professed to believe or sympathize with.
Defund the police? Absolutely not.
Abolish ICE? No way.
DEI? Haven’t heard of it.
Medicare for all? That was a long time ago.
The Green New Deal? Let’s not get carried away.
She has backed off her extravagant positions on the trans issue and the border. She now insists that rather than pushing the envelope on either, she simply wants to follow the law. You could be forgiven for thinking the only pronouns she knows are she/her and he/him.
Harris doesn’t bring up identity politics at all. Not only does she not talk about the once-ubiquitous concepts of white privilege or “equity,” she doesn’t even talk about breaking the glass ceiling or the history-making nature of her candidacy. Listening to her campaign, you’d have no idea that the twin -isms, racism and sexism, have been consuming obsessions of the Left for years now.
But if she gets elected, just like Obama, she’ll abandon all of her moderate positions and rush back to her radical roots.
Former President Donald Trump says that if reelected, he’ll create a government efficiency task force — and that Elon Musk has already agreed to lead it. During a speech in New York on Thursday, Trump said the new efficiency commission would conduct a “complete financial and performance audit of the entire federal government” and make recommendations for “drastic reforms.”
I hope Musk gets out a big axe and that the Trump Administration actually balances the budget. (Hat tip: Borepatch.)
The Green New Scam is dying. Color me skeptical as long as there’s graft to rake off…
Who watches the watchmen? “Eagle Pass Detective Sentenced to 10 Years for Hiding Illegal Aliens in Rental Properties. Hazel Eileen Diaz ran stash houses for a human smuggling organization.”
The IDF eliminated Hamas’s National Relations head Izz al-Din Kassab on Friday in Khan Yunis, Gaza, who was also one of the last remaining members of the terrorist organization’s political bureau still inside the Palestinian enclave.
The strike that killed Kassab was completed based on IDF and ISA intelligence. His assistant Ayman Ayesh was also killed in the strike.
He was also responsible for Hamas’s relations and cooperation, whether strategic or military, with other terrorist organizations within the Gaza Strip such as the Palestinian Islamic Jihad.
The rise and fall of China’s “mistress villages.” Bonus: The Hong Kong businessmen who used to keep mistresses in Shinjin are now evidently buying houses for a new generation of them in the Rowland Heights area of Los Angeles…
Rapper and big money Cook County Democratic Party donator Lil Durk, AKA Durk Devontay Banks, has been arrested in a murder-for-hire scheme against a fellow rapper. (Hat tip: Dwight.)
Records show the investment arm of two major Texas universities bought shares in more than 50 Chinese companies.
On September 23, the American Accountability Foundation exposed how the University of Texas/Texas A&M Investment Management Company’s asset managers advanced leftist ideology through their shareholder resolutions.
On October 17, UTIMCO President and CEO Richard Hall told state senators that he was “not happy with those votes” and the firm “would do better.”
However, a deeper dive into the records AAF acquired also revealed concerning investments. According to records, UTIMCO has invested money in Chinese companies.
UTIMCO allocated some of its assets to the following entities: Connor, Clark & Lunn Investment Management, JP Morgan Asset Management, and Acadian Asset Management. The three asset managers participated in shareholder votes in China-based companies, revealing the UTIMCO investments in these businesses.
In October 2023, Connor, Clark & Lunn participated in a shareholder vote for Topsec Technologies Group, a China-based cyber security company. Reuters reported that Topsec provides “network security products, big data products, and cloud services to customers in various industries such as government, finance, operators, energy, health, education, transportation, and manufacturing.”
There were shareholder votes for Huaneng Power International, Inc., a power company that boasts of being “one of the largest listed power producers” in China. Their parent company is China Huaneng Group Co., Ltd., which owns more than 50 percent of HPI shares. According to their website, the company is “a key state-owned company established with the approval of the [China] State Council.”
In December 2023, the management company Connor, Clark & Lunn Investment Management voted 19 times for electing various individuals as directors or supervisors of the Chinese company.
Snip.
AAF records showed other investments into China by UTIMCO fund managers, including BOE Technology Group Co., Ltd., Haier Smart Home Co., Ltd., Opple Lighting Co., Ltd., and LONGi Green Energy Technology Co., Ltd.
A million-dollar cheating ring resulted in at least 210 unqualified teachers, including two sexual predators, receiving teacher certifications. The ring was exposed this week after the Harris County District Attorney’s Office filed charges against five individuals involved.
The alleged ringleader is Vincent Grayson, the head boys basketball coach at Houston’s Booker T. Washington High School.
Also charged are Tywana Gilford Mason, the teacher certification test proctor; Nicholas Newton, an assistant principal who served as the proxy test-taker; Darian Nikole Wilhite, another proctor; and LaShonda Roberts, an assistant principal at Yates High School who helped recruit would-be teachers.
All are charged with two counts of engaging in organized criminal activity.
Allegedly, candidates seeking certification would pay Grayson $2,500. He would then give a 20 percent portion to Gilford Mason, who would then allow Newton to sit for the test under the teacher’s name. The candidates would be given a testing time and location by Gilford Mason, then show up, sign in, and leave. Newton would then arrive and take the test for them.
And now the unqualified teachers who got in on this scheme are out there teaching children…
Sony shuts down studio that released disastrous $400 million woke shooter Concord.
Big news for your portfolio: “Nvidia To Replace Intel In The Dow Jones Industrial Average.” Nvidia has certainly been on a tear as of late, but if Intel hadn’t screwed up their sub 10nm process, this wouldn’t be happening.
It would take a heart of stone not to laugh. “These influencers refused to wear life jackets on a yacht because it would ruin their selfies. They drowned when their boat sank.”
Israel hits Iran, everyone wants to delete illegal aliens, Kamala loses a one-person debate, WaPo refuses to pick Kamala over Hitler, the WNBA continues to bleed cash, and Tim Walz gets his ABBA on. It’s the Friday LinkSwarm!
Reminder: Early voting in Texas is going on now and extends through November 1st, and Joe Rogan’s interview with Donald Trump is tonight.
A new Fox News poll shows that two-thirds of American voters favor deporting illegal aliens—a dramatic increase over the past decade.
Republican presidential candidate Donald Trump has made mass deportation a major policy promise throughout his campaign, as the open border policies of the Biden-Harris administration have allowed millions of illegal aliens to enter the U.S.
The October 2024 poll of registered voters shows that support for deportation has increased dramatically since 2015. Among nonwhite voters, 57 percent now support mass deportations, while only 33 percent said they did in 2015.
Additionally, 91 percent of Republicans now say they support deportations—a 21-point increase since 2015. Rural voters’ support has risen by 20 points, urban voters by 19 points, and men’s support increased by 16.
Democrat support for deportations has increased to 42 percent from 34 percent in 2015.
Voters were also asked if they were in favor of allowing illegal aliens who have jobs to apply for legal status. While 68 percent said they were in favor in 2015, it dropped to 58 percent in favor this year.
Another Fox News poll shows that immigration is voters’ second top issue as they head into the November election. The economy is the number one issue for 40 percent of voters, while 17 percent said immigration and 15 percent said abortion.
is out of gas. The weather is choppy, the navigation system completely unreliable, and the best guess is that you’re still short of the runway. (Oh, and the captain had a stroke while in the cockpit a few hours ago, leaving only a flight attendant as the pilot. She refuses to read the instruction manual or listen to the passengers.) Yes, it’s easy enough to spin up lovingly bespoke metaphors for how the Harris campaign is handling the late stages of the 2024 race — a race they very much could still win, I must always emphasize — but I’ll conclude this one by saying that if last night’s Kamala Harris CNN town hall (with Anderson Cooper hosting in the Philadelphia suburbs) is any indication, the plane may already be disintegrating in midair, before it even hits the ground.
You may have noticed that I’ve had a decidedly muted reaction to Harris’s other recent “serious” media interviews, whether Bret Baier at Fox News or Bill Whitaker on 60 Minutes, in the sense that while Harris was predictably awful in both sit-downs (almost relentlessly so), she was boring and unrevelatory in her awfulness. In other words, we learned nothing new about the depths to which she is capable of sinking performatively that we didn’t already know. They were water-treading exercises for the most part.
Last night’s CNN town hall, on the other hand, was memorably bad. This is the moment her campaign dreaded, the moment when the fundamental emptiness and inadequacy of their candidate was revealed for all the world to see without helpful edits or someone to bail her out. There Harris stood exposed — with an unpersuaded audience and a moderator in Cooper who handled his task without showing any particular solicitude for her electoral fortunes — and she withered in the spotlight. (As Dylan might have said, “Even the vice president of the United States sometimes must have to stand naked.”) There are moments from this event — many moments, oh so terribly many of them — that will haunt Harris in retirement forever should she lose, the sorts of ghastly stammering failures destined to go into YouTube clip reels ten years later explaining “How We Got Here….”
As for myself, I found Harris’s answer to Anderson Cooper’s pointed question about the border fence to be perhaps the lowest moment of her entire public career to date, and I mean that in the specific sense that nobody who watches it — not even her fiercest partisans — will be able to come away from it with anything save a reflex-level revulsion.
I did not have Anderson Cooper cooking Kamala on my bingo card but here we are.
She’s exposed as a total hypocrite here. First the wall was racist, stupid and xenophobic but now that she needs votes she’s pandering. pic.twitter.com/ctk6nmQcvZ
“What was most remarkable about the disaster is how even CNN’s own analysts panned Harris’s performance as well, some with a palpable sense of disgust.”
Some excerpts of that:
NEW: CNN’s Scott Jennings says Kamala Harris is a “double-threat” because she can’t think on her feet and can’t answer the expected questions.
CNN has railed on Harris after her town hall event.
Next, after weeks of courting Gov. Josh Shapiro as her running mate, Harris rejected him for Gov. Tim Walz of Minnesota – the state that gave us Gov. Jesse “the body” Ventura and Saturday Night Live’s Al Franken as a U.S. Senator.
Another misstep for Harris. While Shapiro isn’t Biden, he is well known in greater Philadelphia and seems comfortable campaigning in Scranton and towns like it across the state.
It still isn’t clear if Harris rejected Shapiro because he is Jewish and supports Israel’s right to defend itself or because he is a tireless campaigner, well-received on the stump, who might show her up. Did she reject Shapiro because picking him would offend “the Squad” in Congress and endanger the electoral votes of Michigan, home to a large Muslim population? Or did she spurn the Pennsylvania governor because she didn’t want her supporters murmuring: “We should’ve run him?
Harris compounded her mistake by picking Walz, who represents the Democratic Party’s modern left wing. Walz won’t help Harris win votes in Pennsylvania; in fact, he makes it harder. She picked someone who is un-relatable everywhere, from Philadelphia’s neighborhoods to small town and rural Pennsylvania. And, he’s just plain “weird.”
It gets worse. Her message, agenda, and policies are not resonating here.
She has tried to stress that the economy is actually good – “Bidenomics is working,” she maintained. They tried charts, graphs, and “experts.” No one in Philadelphia’s neighborhoods is buying it, especially blacks and Hispanics, who are being crushed by inflation and violent crime.
So Harris pivoted to a new message: she would “fix” the economy and “fight” inflation. Her now comically repeated line about being “raised in a middle-class family” draws blank stares, laughs, or anger, even among some in her usual base.
It’s even worse in rural Pennsylvania, where Walz and “second man” Doug Emhoff tried a “real men for Kamala tour,” complete with ads and Zoom calls about why men should support her.
Then they sent “Elmer Fudd” – aka Walz – out hunting. In newly purchased hunting clothes, using the wrong rifle (plus demonstrating that he didn’t know how to load it), Walz resembled something like King Charles attending the Indianapolis 500.
Harris was against fracking – that is, before she was for it, as she now claims to be. No one in rural Pennsylvania is buying it. Her “values haven’t changed,” as she herself says. Rural Pennsylvanians know that her preferred policy would hurt the economy of northern, central and western Pennsylvania, to say nothing of the national economy and national security.
Democrats want to win Pennsylvania, of course – but they have selected the wrong candidate, through the wrong method. Harris then dug the hole deeper by picking the wrong running mate. And to top it off, they’re running on a misguided, if not delusional, platform.
“Black, Latino, and Asian Trump supporters shout down white, liberal Harris supporters in Lancaster.”
The left-wing, liberal, and Democratic narrative about former President Donald Trump being a racist is falling apart.
For years, labeling Trump as a racist was an integral part of Democrats’ political strategy. It was never really true, mind you. It was just baseless hyperbolic hysteria that was at the foundation of the Democratic political propaganda machine. They have used it against every Republican presidential candidate for the last 40 years.
They used it to brainwash, scare, and manipulate racial minorities and white liberals in the previous two presidential elections, in which Trump was the GOP nominee. They wanted to create a narrative that the only people who supported Trump were a bunch of lowly, uneducated, racist white people. It worked in 2016, and it worked in 2020. It’s not working in 2024.
The sanctimony of white, liberal Democrats is predicated on their unhinged arrogance of moral superiority involving race. The white, liberal Democrats think racial minorities cannot succeed in the United States without white, liberal Democrats saving them. The white, liberal Democrats think they are more intelligent, enlightened, and compassionate than Republicans. So, imagine their surprise when, outside the venue that hosted a town hall for Trump in Lancaster, Pennsylvania, on Saturday, it was black, Latino, and Asian Trump supporters shouting down Vice President Kamala Harris’s white, liberal supporters.
I witnessed, firsthand, white, liberal Harris supporters screaming that Trump is a racist and then demeaning the many black, Latino, and Asian Trump supporters holding Trump signs and wearing MAGA hats and shirts. These smug, arrogant white people were trying to tell racial minorities what was best for them. It was a sight to behold, but not one that has not become commonplace in American society. It was a reflection of just how out of touch with reality white, liberal Harris voters are.
Dominicans for Trump sign holders outside Trump town hall in Lancaster, Pennsylvania. (Photo by Christopher Tremoglie)
The crowd at the town hall was diverse, with a larger-than-expected minority presence, given the tall tales of Harris supporters’ fails regarding diversity and race among Trump supporters. It was immediately noticeable upon arriving at the town hall. Those in attendance were greeted by boisterous Asian Americans waving American flags in front of Trump posters, wearing red MAGA hats, and chanting the name “Trump!”
A few hundred feet away, a group of Dominican Trump voters were cheering for the former president and shouting down anyone who dared insult the GOP nominee. They stood outside the venue holding signs that read “Dominicans for Trump” and “Boricuas for Trump.”
A Harris supporter passed the group and chastised them, asking how they could be a minority and support a racist and a bigot. A person holding a “Boricuas for Trump” sign shouted back at them, asking the white Harris supporter who they thought they were telling a Dominican who to support. The Harris supporter kept walking. Other incidents played out similarly nearby.
Later, this group gathered at a main intersection near the Lancaster Convention Center and engaged in a shouting match with a group of Harris supporters, who had gathered to protest Trump. There did not appear to be any mention of race, just two groups shouting back and forth at each other. However, again, I noticed the Harris supporters were white, and the most vocal Trump supporters were black, Latino, and Asian.
Also: “Initial GOP Early Vote Turnout in Texas Substantially Higher Than 2020 Levels.”
But don’t get cocky! “Schumer-Backed Democratic PAC Makes $5 Million Texas Ad Buy Backing Allred….Schumer’s group, Senate Majority PAC (SMP) had mostly abstained from the Texas race, playing ball in other, seemingly more competitive races like in Ohio and Montana — much to Congressman Colin Allred’s (D-TX-32) chagrin. But clearly the calculus has changed for the group, which has now put substantial skin in the game in Texas.”
The Democratic Party’s election dirty tricks begin. “Montana Dem Operative Caught Tampering With Ballot Box…The operative, Laszlo Gendler, has been paid by the Democratic Senatorial Campaign Committee (DSCC), according to OpenSecrets.org, as Montana Talks reported. The DSCC is attempting to help incumbent Democrat Senator Jon Tester against GOP senatorial candidate Tim Sheehy.”
A decade and a quarter of a billion dollars later, students and faculty are more frustrated than ever….
A decade ago, Michigan’s leaders set in motion an ambitious new D.E.I. plan, aiming “to enact far-reaching foundational change at every level, in every unit.” Striving to touch “every individual on campus,” as the school puts it, Michigan has poured roughly a quarter of a billion dollars into D.E.I. since 2016, according to an internal presentation I obtained. A 2021 report from the conservative Heritage Foundation examining the growth of D.E.I. programs across higher education — the only such study that currently exists — found Michigan to have by far the largest D.E.I. bureaucracy of any large public university. Tens of thousands of undergraduates have completed bias training. Thousands of instructors have been trained in inclusive teaching.
Michigan inaugurated what it now calls D.E.I. 1.0, it intentionally placed itself in the vanguard of a revolution then reshaping American higher education. Around the country, college administrators were rapidly expanding D.E.I., convinced that such programs would help attract and retain a more diverse array of students and faculty.
Today that revolution is under withering attack. Energized by backlash to the Black Lives Matter movement and the right-wing campaign against “critical race theory” in public institutions, at least a dozen states have banned or limited D.E.I. programs at public universities. After the Oct. 7 attacks, as campuses across the country erupted with protests against Israel, critics accused D.E.I. programs of fostering antisemitism. In the fever of the 2024 campaign, Republican influencers and politicians have recast D.E.I. as an all-purpose boogeyman — the root cause of defective airplanes, the collapse of a Baltimore bridge and the near-assassination of Donald J. Trump.
But even some of Michigan’s peer institutions have soured on aspects of D.E.I. Last spring, both the Massachusetts Institute of Technology and Harvard’s Faculty of Arts and Sciences said they would no longer require job candidates to submit diversity; such “compelled statements,” M.I.T.’s president said, “impinge on freedom of expression.”
Michigan hasn’t joined the retreat. Instead, it has redoubled its efforts, testing the future of an embattled ideal. A year ago, the university inaugurated what it calls D.E.I. 2.0. At Michigan’s flagship Ann Arbor campus, the number of employees who work in D.E.I.-related offices or have “diversity,” “equity” or “inclusion” in their job titles increased by 70 percent, reaching 241, according to figures compiled by Mark J. Perry, an emeritus professor of finance at the university’s Flint campus and a D.E.I. critic. (The school’s own figures, which count the D.E.I. work force differently, show less growth over time and a much smaller staff as of last year.) When school began in August, brightly colored flags around campus promoted the goals of D.E.I. 2.0.
According to a confidential report I obtained, a committee appointed by Michigan’s provost — and stocked with professors with D.E.I.-related appointments — urged the school this summer to continue using diversity statements in hiring and promotion, arguing that eliminating them “would be seen as a capitulation to the winds of political expediency.”
In many respects, Michigan’s entire D.E.I. initiative can be understood as a sustained act of defiance against such pressures. Nearly two decades ago, voters in Michigan banned racial preferences in university admissions and hiring. When the Supreme Court outlawed affirmative action across the land last year — stripping selective colleges of their most powerful tool for building racially diverse classes — Michigan’s president, Santa J. Ono, went on PBS’s “NewsHour” to offer his university as the model for achieving diversity in a post-affirmative action world.
But over months of reporting this year, I found a different kind of backlash building, one that emanated not from Washington or right-wing think tanks but from inside the university’s own dorms and faculty lounges. On Michigan’s largely left-leaning campus, few of the people I met questioned the broad ideals of diversity or social justice. Yet the most common attitude I encountered about D.E.I. during my visits to Ann Arbor was a kind of wary disdain.
D.E.I. at Michigan is rooted in a struggle for racial integration that began more than a half-century ago, but many Black students today regard the school’s expansive program as a well-meaning failure. The university now has a greater proportion of Hispanic, Asian and first-generation students and a more racially diverse staff. But in a state where 14 percent of residents are Black, the school’s Black undergraduate enrollment has long hovered stubbornly at around 4 percent, before ticking up just past 5 percent this fall. (The figures are slightly higher if, as school officials strongly urged, you include students who identify as more than one race.) …
Michigan’s own data suggests that in striving to become more diverse and equitable, the school has also become less inclusive: In a survey released in late 2022, students and faculty members reported a less positive campus climate than at the program’s start and less of a sense of belonging. Students were less likely to interact with people of a different race or religion or with different politics — the exact kind of engagement D.E.I. programs, in theory, are meant to foster.
Social Justice is racist garbage that destroys everything it touches.
'We must not publish a study that says we're harming children because people who say we're harming children will use the study as evidence that we're harming children, which might make it difficult for us to continue harming children.' pic.twitter.com/hS4CcswkXg
Hezbollah launches a drone attack against Israeli Prime Minister Benjamin Netanyahu’s house, though they cause no injuries. Honestly, this is a huge step up from their usual targeting of women and children, as a country’s political leaders are a legitimate war target.
“Half of Millennials and Gen Z homeowners are, quote, trapped in their starter homes, which are now losing tens of thousands in value thanks to the same Federal Reserve that put them in a housing hell to begin with.”
Ammo.com sent over a report on defensive gun use in the U.S. “Although many dispute the plausibility of more than one million DGUs yearly, it is entirely plausible. With millions of gun owners in the U.S. and millions of unreported crimes, more civilians likely stop threats than are harmed by them. Furthermore, states with permitless carry and stand-your-ground laws experience reduced violent crime rates. Therefore, armed civilians are, at least, not a danger to society.”
Another one. “North Texas Teacher Arrested for Sexual Relationship With Former Student. Carroll ISD middle school teacher Angela Barnes was charged with sexual assault of a child and improper relationship between an educator and student.”
Lin Chen pleaded guilty in federal court today to illegally exporting U.S. technology to a prohibited end user in China, in violation of the International Emergency Economic Powers Act (IEEPA) and the Export Administration Regulations (EAR). The plea was accepted by the Hon. William Alsup, Senior U.S. District Judge.
In pleading guilty, Chen, 65, a citizen of the People’s Republic of China (PRC), admitted to acting on behalf of Jiangsu Hantang International Trade Group Corp., Ltd. (JHI), a company headquartered in Nanjing, PRC, to procure a wafer cutting machine on behalf of Chengdu GaStone Technology Co., Ltd. (GaStone), an entity located in Chengdu, PRC. Chen admitted to knowing that GaStone was designated on the U.S. Department of Commerce’s Entity List on Aug. 1, 2014. Federal regulations restrict the export of certain items to companies, research institutions, and other entities identified on the Department of Commerce’s Entity List. Under applicable Department of Commerce regulations, wafer cutting machines, which are used to cut thin semiconductors used in electronics (also known as silicon wafers), require a license for export to end-users such as GaStone.
According to the plea agreement, by no later than Dec. 4, 2015, Chen knew that GaStone was prohibited from receiving restricted exports without a license, including a DTX-150 Scribe and Break Machine, a machine for processing silicon wafer microchips. On approximately Dec. 10, 2015, Chen worked with a co-defendant to arrange the sale of a DTX-150 to GaStone by shipping it to the PRC in the name of JHI without an export license from Commerce. Chen used JHI’s status as an intermediary to conceal GaStone as the true end-user of the technology.
That’s a slice-and-dice machine, not some cutting-edge process tech that’s embargoed to China. They might have been able to get that legally by just filling out the proper forms.
The last full-sized Kmart closes. I would say “Thanks, Joe Biden,” but this particular death, thanks to Walmart and Amazon, has been a long time coming.
“WNBA will lose $40 million this season. So naturally the players are thinking of opting out of their labor agreement to ask for more money… (Hat tip: Dwight.)
Postcards From Barsoom has an extensive, reasonably compelling case that men gravitate toward jobs that allow them to compete with other men, mainly to impress women, and as become the majority in each of these fields, those particular arenas no longer convey status for achievement, because men do not win status by defeating women. Thus men who enter female-dominated fields for greater access to women are barking up the wrong tree, because even their co-workers will view them as low status. This theory has a certain amount of explanatory power, and posits that the feminization of academia begat social justice, not vice versa, but seems to me to be too totalizing an explanation for our current woes. (Hat tip: Sarah Hoyt at Instapundit.)
