More of the Democrat election fraud that doesn’t exist, more Democrat welfare state fraud, a commie scumbag gets indicted, Ukraine returns to hammering Russia’s oil infrastructure, a very busy week for Kash Patel, the BBC wants us to sympathize with Muslims who enable child rape, and the best bagels in America are found in…Dallas?
It’s the Friday LinkSwarm!
“Left’s election fraud denials crumble as DOJ exposes two-decade-long California cheating scheme. FBI Director Kash Patel says prior administrations looked the other way on election cheating but ‘those days are over.'”
Despite evidence to the contrary, liberal voting activists have spent years minimizing cheating concerns and portraying those who want to investigate such problems as “election deniers.”
But the FBI and the departments of Justice and Homeland Security are now systematically exposing electoral fraud – from non-citizen voting to ballot-box-stuffing schemes that are turning the table in epic fashion.
The latest strike came Monday when a longtime voting activist in California reached a deal with federal prosecutors to admit to illegally paying homeless people to sign election petitions and paying people to register to vote. The two-decade scheme allegedly leveraged the Democrat-run state’s lax mail-in voting system, which sends ballot forms to everyone whether they ask for them or not.
The felony charge and plea deal announced Monday against Brenda Lee Brown Armstrong, 64, of Marina Del Ray, Calif., not only signals an investigation into others, it likely will provide legal fodder to the Justice Department’s efforts to force California to turn over its voter registration database to look for other abuses.
That case, and others like it against blue states, are working their way through the federal courts in a major initiative led by Assistant Attorney General Harmeet Dhillon.
Prosecutors said Armstrong spent two decades collecting ballot registration forms, including in California’s high-profile voter initiatives. On occasion, Brown targeted homeless people on Skid Row in Los Angeles, offering them money to fill out forms, and even sometimes letting them use her own address to put on the forms.
The plea deal mentioned Armstrong was paid by “coordinators” to gather signatures for ballots, and she used some of that money to enlist people to register to vote and sign petitions.
“Because her coordinators only paid for signatures attributable to registered voters, Armstrong endeavored to ensure the people who signed her petitions were registered voters,” the DOJ said in announcing the plea deal.
“Armstrong regularly paid and offered to pay individuals cash, usually in amounts between $2 and $3, to induce them to sign her petitions,” DOJ said, adding in January she “knowingly and willfully paid another person to register to vote. She paid the person for the purpose of causing that person to register to vote in federal elections.”
Democrats have hundreds of ways to cheat in elections, and one by one the Trump Administration is shutting them down and prosecuting the perps.
A vast improvement: “Trump administration had full year of zero border releases.”
While campaigning in 2024, President Donald Trump pledged to fix the nation’s broken immigration system, a system exacerbated by the rogue incompetence of the Biden administration. Now, after 18 months into his second term, Trump has maintained his excellence in border security and upheld his campaign promise regarding illegal immigration, as the Trump administration has achieved a year of zero releases at the U.S.-Mexico border.
Whereas the Biden administration wantonly permitted, if not outright encouraged, border security agencies to release illegal immigrants into the United States, Trump has ensured such ineptitudes would not happen under his watch. After innocent victims such as Laken Riley, Rachel Morin, Jocelyn Nungaray, and many others were murdered by violent illegal immigrants, the Trump administration utilized every possible avenue to ensure that such atrocities would not recur. The first barrier to accomplishing this was limiting border releases.
It is a remarkable success that shows the country’s border security issues stem from failed leadership and a failed president. Biden’s atrocious border policies made the country more dangerous. Trump’s policies made the country safe again. It’s a success that should not go unrecognized.
Homeland Security Secretary Markwayne Mullin touted the historic feat in a press release.
“Twelve straight months of ZERO releases at the border. Under President Donald Trump’s leadership, we are delivering the most secure border in American history,” Mullin said. “The days of catch and release are over. We are enforcing the nation’s laws and sending illegal aliens back to their home countries.”
Today – 15 individuals have been indicted for over $90 million in an alleged massive healthcare fraud scheme in Minnesota, after a sweeping FBI investigation with @TheJusticeDept
and our Interagency Partners.
These charges involve the two LARGEST Medicaid fraud cases ever charged in this district and first-of-their kind charges involving 7 additional Medicaid programs.
As alleged, the defendants defrauded Minnesota public healthcare resources for tens of millions, targeting programs such as Housing Stabilization Services, Child Care, Medicaid programs, Individualized Home Supports (IHS), and more.
In one case, defendants even developed a scheme worth over $40 million to target the Early Intensive Developmental and Behavioral Intervention (EIDBI) – an autism healthcare program – paying kickbacks to parents who fraudulently used autism centers to diagnose children with autism regardless of medical necessity, and billing for services not actually provided. This not only defrauded taxpayers, but robbed valuable resources from families truly in need.
President Trump gave this law enforcement team a mandate to investigate and systematically dismantle this exact kind of public fraud in America – which grossly abuses and mismanages money from hardworking American taxpayers – and that’s exactly what we’re doing. Today’s indictment in a massive moment in this effort.
Gavin Newsom is, in many ways, the most corrupt governor in America.
By that, I don’t mean that he spends his time and effort skimming off the top to put money in his own pockets. I have no evidence that he does, although an awful lot of money flows to and through the fingers of his wife. His personal wealth is not staggering by California standards—estimated at a few tens of millions of dollars—and he has it through his relationship with the Getty Oil family. Sort of a nepo-baby once removed.
His corruption is more in the style of Putin—using power to make others rich and indebted to him, and he has pillaged the coffers of the City of San Francisco and the State of California in order to do so. The ultimate goal is ultimate power, and his path to that power has been to leverage the power he has gained at each step up the ladder to enrich a group of allies who will, in turn, fund his rise further.
In 2023 Newsom was given a bill to sign that would have required private insurers to cover hearing aids for children. Many other states require insurers to cover them.
According to NY Post, Newsom vetoed the bill and decided instead to have the state provide the hearing aids. The result was $23 million spent on hearing aids for 300 people. About $76,000 a person. About 20,000 children in CA still need hearing aids.
Well done Gavin.
The scale of Newsom’s corruption is almost beyond comprehension. California, if it were its own country, would have the fourth-largest economy in the world. Its economy is about twice the size of Russia’s, and its state budget is about 50% larger than Russia’s, despite having no war to fund against Ukraine or anybody else besides the taxpayers of California.
That gives a lot of room for corrupt spending, especially when nobody is looking to uncover it.
The other day, I took a look at Newsom’s Baby 2 Baby free diaper program, which is an obvious scam, paying highly inflated prices for cheap Mexican diapers to an NGO run by friends of his wife, who all make nice salaries.
The United States has indicted former Cuban President Raúl Castro, a senior Trump administration official confirmed. A federal grand jury in Florida indicted former Cuban President Raúl Castro along with five other defendants, according to court filings made public Wednesday.
The charges mark a major escalation in a long-running US legal case tied to the 1996 downing of two civilian aircraft, an incident that killed four people and has remained a flashpoint in US-Cuba relations for decades.
Castro, 94, served as Cuba’s defense minister at the time of the shootdown before becoming president in 2008, following the illness of his brother Fidel Castro. Fidel Castro died in 2016.
Remember that the commie rulers have a secret corporation (GAESA (Grupo de Administración Empresarial S.A.) that allows them to rob Cubans blind. “How is it possible for a military company to control 40% of the national economy, accumulate $14.5 billion in bank deposits, not publish financial statements, avoid paying taxes in foreign currency, and not be accountable to the National Assembly?”
Hope you enjoyed your Victory Day parade, Vlad. “Moscow Attacked By Drones: Oil Depot, Microchip Factory & Airport All Hit.” The chip factory is Angstrem, which was reportedly running some very ancient process technology indeed. But I bet a bunch of what they could produce was used by the Russian military.
Gary Grief, the former executive director of the Texas Lottery Commission, has been re-indicted in connection with a rigged jackpot following the dismissal of a prior indictment.
A summons was issued one day after Texas Scorecard originally reported that an initial indictment against Grief had been quietly dismissed by the Travis County District Attorney’s office.
The reissued indictment, a carbon copy of the first, and the new summons come amid ongoing scrutiny of the handling of the high-profile case.
Travis County District Attorney José Garza told Texas Scorecard Thursday he could not currently comment on the matter, but that his office would release more information on the case soon.
Before the latest indictment came to light, Gov. Greg Abbott called the initial dismissal “incomprehensible.”
Snip.
Court records posted to X by Dylan McKim with KXAN-AUSTIN indicate that not only was Grief summoned, but the Texas Lottery Commission itself is named. A separate indictment identifies Ed Rogers and Clay Kidd alongside Grief as “managerial agents” acting on behalf of the agency.
Notably, Ryan Mindell, Grief’s right-hand man at the Texas Lottery Commission in 2023 and his short-lived successor, is not currently summoned in connection with the case. Mindell quit the commission after lawmakers called for his removal during the 2025 legislative session.
The original indictment against Grief was secured in April 2026 on a first-degree felony charge of abuse of official capacity involving more than $300,000, stemming from a rigged $95 million jackpot.
The charge came after a year-long investigation by the Texas Rangers into Grief’s controversial authorization of third-party companies that resold lottery tickets on behalf of customers, effectively enabling the online sale of Texas lottery tickets without legislative approval.
During the 2023 legislative session, Grief misled members of the Senate about resellers operating openly in Texas. The practice was ultimately outlawed during the 2025 legislative session after revelations that couriers facilitated bulk purchases, leading to a $95 million Lotto Texas jackpot win in April 2023 that was reportedly rigged by an international gambling syndicate.
Farmer and former Navy SEAL Ed Gallrein prevailed over Representative Thomas Massie (R., Ky.) in a closely watched primary race on Tuesday evening, bringing to an end the most expensive U.S. House primary on record.
Massie, who has represented Kentucky’s fourth district since 2012, is one of several lawmakers to lose a seat this cycle thanks to a retribution campaign Trump has undertaken against legislators who have dared to cross him.
The bad blood between Massie and Trump dates back to the president’s first term. As early as 2020, Trump called the Kentucky Republican a “third-rate grandstander” after Massie voted against the president’s Covid-19 relief package.
While Trump and Massie seemed to make amends, with Trump endorsing Massie for reelection in 2022, the president’s second term has seen the pair butt heads repeatedly over a slew of issues, from the Iran war to tariffs.
Trump on Monday blasted Massie as an “obstructionist and a fool.”
Massie, who also controversially opposed Trump’s “Big Beautiful Bill,” worked with Democratic Representative Ro Khanna of California to advance a bill in Congress to compel the Trump administration to release government files on deceased sex trafficker Jeffrey Epstein.
Massie’s opposition to U.S. aid to Israel and his vote against a resolution condemning antisemitism made him a target of not only the president but the Republican Jewish Coalition and the American Israel Public Affairs Committee as well. Both groups have spent more than $4 million on anti-Massie ads.
You can stray from the party on an issue or two and still survive, but when you make a habit of working with Democrats against stated Republican priorities time after time, expect a reckoning.
Republicans have one thing going for them in the midterms: Fat stacks of cash.
The Republican National Committee ended the month of April with more cash on hand than at any other point in the group’s history, as closely contested midterm elections draw near and the fate of Republicans’s majority in the House and Senate hang in the balance.
The RNC raised $18.6 million in April, bringing its total cash on hand to $123.8 million, according to Federal Election Commission filings.
“Republicans have the candidates, resources, and momentum needed to win the midterms, but we cannot let up now,” RNC Chairman Joe Gruters said in a statement. “Democrats will spend whatever it takes to try to stop President Trump’s America First agenda, which is why the RNC is already investing aggressively in our ground game and election integrity operation, including deploying 34 State Directors and Election Integrity Directors across 17 key battleground states to drive turnout and secure victories this November.”
Democrats lie to everyone, including themselves: “Harris Campaign Didn’t Go Negative Enough on Trump, DNC Autopsy Concludes.”
A newly-released Democratic National Committee report looking back at how the party lost the 2024 election concludes that then-Vice President Kamala Harris lost, in part, because she failed to focus sufficient negative attention on President Trump.
“The national campaign did not effectively drive Trump’s negatives, and the White House did not effectively support Vice President Harris over three and half years to improve her standing before the candidate switch,” reads the autopsy, written by Democratic strategist Paul Rivera, who was asked by the DNC to investigate why the party failed to wing big in 2024.
Rivera goes on to suggest that Democrats failed to remind Americans why they disliked Trump in his first term.
“The idea Trump’s negatives were ‘baked in’ is a major failure of analysis and reality, given how his favorability has cratered less than a year into this term,” he adds.
Rivera’s finding that Harris wasn’t sufficiently negative is curious given that Harris and her surrogates incessantly depicted Trump as a threat to democracy who revealed his true colors on January 6.
Harris attacked Trump repeatedly during the campaign, calling her opponent “increasingly unhinged and unstable” and telling CNN that she believed he was a fascist who wanted “unchecked power.”
Party officials interviewed hundreds of Democrats in all 50 states to create the report. Democrats had asked DNC Chairman Ken Martin for months to publicly release the findings, but Martin chose to do so only after being “presented with CNN’s reporting about much of its contents,” according to the outlet, which first obtained the nearly 200-page report.
The report is littered with notes drafted by DNC editors pointing out that many of Rivera’s claims are unsubstantiated and/or contradict publicly available reporting.
Yay think? It wasn’t the fact that, oh, Harris was a cringingly bad candidate, that Biden was an ambulatory corpse whose headless administration was a disaster for ordinary Americans thanks to inflation and letting a flood of illegal aliens enter the country, or that actual voters hate transsexual madness and social justice lunacy? But no, telling the truth would offend the Party’s toxic cadres of intersectional grievance mongers. They’d rather lie to themselves and continue to lose rather than being dragged on BlueSky.
This trucker is in Eden, Ohio, and just parked at a truck stop where he got a bite to eat at an Indian restaurant.
(Sikh Indians now own 20% of all trucking businesses in North America.)
He says foreign truckers are being hit HARD after the Supreme Court ruled Thursday that logistics companies can be held liable for hiring unsafe drivers.
None of ‘em can get loads out of Ohio today. And I was talking to the Iman guy while I was in there at the Punjabi place getting something to eat, and he said that the reason they they can’t get freight out of Ohio today is because the freight workers won’t work with them anymore.
Apparently, what has happened, is yesterday they had the Supreme Court ruling that brokers could be held liable for accidents with carriers with red flags. Apparently, the trickle trickle-down effect happened like THAT.
A leftist might look at this and say it’s racist. An “inequitable” number of carriers with foreign drivers are being excluded??
Well, as it turns out, these truckers just so happen to be the ones that are the least safe.
I was looking up a few of these DoT numbers for these guys, and they do have pretty substantial track record of unsafe behavior – accidents, high out-of-service rates, things like that.
Many foreigners, even illegals, have been able to game the system, getting CDLs issued by Democrat-led states like New York and California even though they are not qualified. CDL schools run by migrants have participated in this fraud for years.
Meanwhile, the number of deaths involving 18 wheelers on U.S. roads has risen 50% in just the last 15 years. Thanks to SCOTUS, that might reverse very quickly in the near future.
As a bonus, Americans will have a chance to get back into a trucking industry that’s excluded them in favor of cheap, unsafe, illegal labor!!
The FBI announced on Wednesday that they were shutting down a scam call center in India which has defrauded hundreds of elderly Americans out of millions of dollars.
Snip.
Former CEO Adam Young, 42, of Miami, FL, and former CSO Harrison Gevirtz, 33, of Las Vegas, NV, admitted to operating a business that provided telecommunications-related services, including telephone numbers, call routing services, call tracking, and call forwarding services, to customers they knew were engaged in tech-support fraud schemes. Young and Gevirtz each pleaded guilty to misprision of a felony, in violation of federal law. They are scheduled to be sentenced on June 16, 2026. The sentences imposed will be determined by a federal district judge after consideration of the U.S. Sentencing Guidelines and other statutory factors …
Indian citizens Sahil Narang, Chirag Sachdeva, Abrar Anjum and Manish Kumar, were convicted of charges related to telemarketing fraud schemes based in the Republic of India that targeted and defrauded Americans of millions of dollars, many of them vulnerable to fraud schemes due to age or infirmity. The investigation also contributed to the conviction of another individual, Jagmeet Singh Virk, in the U.S. District Court for the Norther [sic] District of California. The investigation further revealed that call centers based in India utilized Young and Gervitz’s business to route their ‘tech fraud’ scheme calls and, in some instances, advised those fraudsters on methods intended to reduce complaints and prevent account terminations.
Now if they could just shut down every Indian company pretending to be an American company (a plague among temporary and contract work firms), that would greatly improve the situation for American job seekers.
“Texas Children’s Hospital Agrees to Create Detransition Clinic, Pay $10 Million in ‘Historic’ Settlement. The agreement stems from a years-long investigation into alleged Medicaid fraud tied to sex-change procedures on minors.”
A years-long controversy surrounding gender mutilation procedures at Texas Children’s Hospital have culminated in a sweeping settlement with Texas Attorney General Ken Paxton that will force the hospital to pay $10 million, fire five doctors, halt “gender-transition” procedures, and create the nation’s first “Detransition Clinic.”
According to Paxton’s office, the settlement resolves allegations that Texas Children’s improperly billed Texas Medicaid for sex-change interventions using false diagnosis codes despite longstanding state policy prohibiting Medicaid coverage for such procedures.
Under the agreement, Texas Children’s will establish a multidisciplinary clinic intended to provide care to patients who previously underwent “gender-transition” procedures. The hospital will fully fund the clinic for at least five years, with services provided free of charge to patients.
The settlement also requires Texas Children’s to terminate and permanently revoke privileges for five physicians accused of performing the procedures. The hospital further agreed not to provide “gender-transition” services moving forward and to adopt new ethics and compliance measures.
We asked the sick leftwing freaks not to mutilate children in the name of their perverse social justice religion, and they just couldn’t help themselves.
[sigh]: “Federal Judge Again Blocks Texas Law Allowing Arrest and Deportation of Illegal Immigrants.”
Just one day before a controversial Texas law on illegal immigration was set to take effect, a federal judge granted a new injunction saying most of the law would not pass constitutional muster before the U.S. Supreme Court.
U.S. District Judge David A. Ezra, who blocked implementation of Texas Senate Bill (SB) 4 in 2024, opined that the law “threatens the fundamental notion that the United States must regulate immigration with one voice.”
Approved by lawmakers in 2023, SB 4, filed by Texas Sen. Charles Perry (R-Lubbock), established a criminal offense for illegal entry into the state from a foreign nation, and provided a mechanism for judges to order offenders to return to their nation of origin.
Implementation was delayed until the U.S. 5th Circuit Court of Appeals dismissed a pending lawsuit last month on the grounds that the plaintiffs did not have standing to sue, clearing the way for the law to take effect on May 15.
Earlier this month, the American Civil Liberties Union (ACLU) and the Texas Civil Rights Project filed a new challenge on behalf of two unnamed individuals who said they could be arrested and subject to SB 4’s provisions.
Ezra’s injunction applies to four provisions of SB 4: criminal penalties for re-entry without authorization; authorizing magistrates to order deportation; criminalization of failure to comply with a Texas magistrate’s deportation order; and SB 4’s requirement that magistrates continue a prosecution even when a person has a pending immigration case under federal law.
In his opinion released last week, Ezra noted that while federal authorities can elicit help with immigration enforcement actions from state and local law enforcement, SB 4 would clash with precedent set in the U.S. Supreme Court’s 2012 ruling in Arizona v. United States.
The offences mainly took place in Dewsbury and Batley, north Kirklees, and involved three girls.
One was just 12 years old when the offences started in 1995. They ended in 2003.
The trials began in 2023 and the perps were convicted and sentenced in 2024 through late 2025. The reason we are only learning their sentences now is because there was a court-ordered ban on reporting (they can do this in England)
Reporting restrictions had been put in place to ‘safeguard the fairness and integrity of the court process.’
Translation: They were to ensure the safety of Labour poll numbers from outraged Britons…
California is the land of expensive, useless bureaucracies, which Democrats allow to do nothing but impose more regulations on Californians.
In 2023, California created a fast-food council to micromanage fast-food restaurants from wages to working conditions. The council, the first of its kind in the United States, exists to justify California’s fast-food minimum wage hike, which jumped to $20 an hour, and the council has the ability to increase over the coming years. By now, you know how this went: Fast-food restaurants shut down, cut jobs, cut worker hours, raised prices, or did some combination of those things.
More notably, though, the council that is required to meet at least twice a year does not really exist. The last subcommittee meeting for the council took place in February 2025. It has now been over a year since the council has done anything, and even then, it could not be bothered to gather all nine members. Gov. Gavin Newsom (D-CA) plucked the council’s chairman for a different state appointment after that last subcommittee meeting, and it hasn’t gathered since.
Despite this, the council was still allocated $1.1 million from the state budget.
Fender won a lawsuit (by default) in Germany, and now it’s suing every guitar maker in the world that makes guitars that look even remotely like Stratocasters. “The decision to enforce the EU-based ruling on US builders marks a huge development in the case, and the outcome of such legal battles could very well reshape the guitar industry as we know it.” I rather suspect this strategy isn’t going to work out well for them…
Google is about to ruin the Internet. “Google is changing its search engine to focus on AI recommendations and NOT links to websites, according to its Google I/O presentation. And it’s a wrap. That’s it for the free and open internet. Niche publications and independent voices will likely get completely shut out of organic search as the internet becomes pay-to-win.” Another reason to stick to DuckDuckGo.
And speaking of science fiction first editions, I’m going to be sending a new book catalog out next week. Drop me a line if you want a copy.
Critical Drinker reviews Pragmata, mostly enjoys it. If the terminally online left hadn’t freaked out about this game, I doubt I ever would have heard about it…
Once again, the Babylon Bee is doing straight up reporting from LA: “New Polls Show Dead Heat Between ‘Make Everything Worse’ Candidate And ‘Fix Everything’ Candidate.”
When last we checked, Terafab, the cutting-edge megafab being built to produce AI chips for Elon Musk’s Telsa/SpaceX/xAI consortium, was going to be built and run by Intel, but the location was up in the air. Now, according to regulatory filings, it looks like the location may well be Grimes County, Texas.
Elon Musk’s SpaceX has proposed an initial investment of $55 billion to build a semiconductor manufacturing facility, called Terafab, in Texas, according to a filing made public on Wednesday.
The facility, a joint project with Tesla, comes as Musk seeks to secure in-house access to advanced chips, though analysts say the scale of capacity he has outlined would likely require far greater investment.
SpaceX is also targeting a June IPO that could value the company at around $1.75 trillion.
Musk has been tightening integration of AI efforts across his companies, with SpaceX acquiring his startup xAI earlier this year in a deal focused on building space-based data centers for artificial intelligence processing. The combined entity was valued at $1.25 trillion.
The Terafab project would involve a multi-phase chip fabrication and advanced computing complex aimed at boosting domestic semiconductor production in the United States. SpaceX estimates total investment could rise to $119 billion if additional phases are completed.
The facility is planned in Grimes County within a newly designated reinvestment zone, where local officials are expected to consider a property tax abatement agreement at a June meeting.
The proposed facility could help reduce reliance on external suppliers such as Samsung and Taiwan Semiconductor Manufacturing Co., SpaceX flagged plans to “manufacture our own GPUs” as part of “substantial capital expenditures” outlined in its S-1 registration, according to excerpts reviewed by Reuters.
The filing also highlighted risks around supply, noting the company lacks long-term contracts with many direct chip suppliers and will continue to rely significantly on third parties. SpaceX added there is no assurance it will meet its Terafab objectives within expected timelines, or at all.
That last bit is just the usual publicly-traded stock disclaimer blather.
Grimes County is quite rural, but it’s also on the edge of the Houston exurbs (which I would say end at Magnolia), right in a triangle between Huntsville, Conroe and College Station.
According to this tweet, the site is going to be near the Gibbons Creek Reservoir, which is between College Station and Huntsville.
SPACEX / TERAFAB: The County of Grimes, Texas, will be home to SpaceX's Multiphase, next gen, vertically integrated semiconductor manufacturing and advanced computing fabrication facility.
Building it in such a rural area probably means less regulatory hurdles, but building it within commuting distance of Texas A&M in College Station (and, to a lesser extent, Sam Houston State in Huntsville) is going to provide access to a technologically savvy labor pool of engineers, technicians, etc.
California’s heavy-handed Flu Manchu lockdown was the straw that finally convinced Musk to pick up stakes and move to Texas. It looks like that decision will result in Texas becoming the home for companies with market capitalizations of several trillion dollars.
After the initial report on Elon Musk’s planned Terafab project, there were a whole lot of questions about how Musk was going to get his ambitious semiconductor fab project up and running. Now a very, very big piece of the puzzle (like, 85%) has been solved: Intel is going to build it for him.
In an unexpected turn of events, Intel on Tuesday said that it had joined Elon Musk’s TeraFab project. The announcement mentions Intel’s ability to develop, produce, and package advanced processors in high volumes, which could help Tesla, SpaceX, and xAI to get enough compute performance for next-generation AI and robotics applications. However, the announcement made in an X post you can expand below does not reveal how exactly Intel will help TeraFab.
“Intel is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology,” a statement by Intel reads. “Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics. It was fun hosting Elon Musk at Intel this past weekend!”
The announcement is not accompanied by any press releases or SEC filings, which raises questions about the framework of the collaboration between Intel and TeraFab, as well as any possible legal bindings. In fact, the post in X is deliberately written in a way that barely reveals any concrete details about the structure of the partnership.
Officially, TeraFab is positioned as the “most epic chip-building effort ever” that is to combine “logic, memory and advanced packaging under one roof,” which implies localized production in a massive facility. Furthermore, the company is hiring managers to build a greenfield semiconductor fabrication plant in Texas. By contrast, Intel’s wording rather implies a virtual semiconductor production ecosystem, or even a consortium that involves chip design, manufacturing, and packaging at Intel and demand from Tesla, SpaceX, and xAI. How such a consortium would differ from a typical wafer supply agreement that large companies tend to have with their suppliers is something that is unclear at this point.
It makes perfect sense for one of only three global semiconductor manufacturers (and the only American company of the three) to help Musk realize his vision. Though nobody has spelled it out, my guess is it’s going to be very similar to the way Apple funds its manufacturer ecosystem through partner build-outs: Musk is going to pay Intel to build and run the fab, and Musk’s Telsa/SpaceX/xAI consortium is going to buy the dedicated output at a given price for x number of years, after which Intel can use the fab for other projects.
This makes a great deal of sense for both parties, especially if Intel has its 18A process dialed in. This is not a given, as Intel’s process screwups at previous nodes let TSMC and Samsung lap them in the sub-10nm race. But Intel yields at that node are reportedly rising.
And having Intel do all the heavy lifting means Musk’s new company doesn’t have to negotiate with Applied Materials, ASML, LAM, etc. Intel already has standing purchase agreements with all of them, and likely already knows what it wants and what the lead times will be to equip the new fab. Not to mention already knowing which contractors they’ll get to bid to build it.
If that’s actually what’s happening, that clears up a whole lot of questions about the project. Now, it doesn’t make Musk’s crazy “2027 volume production of 1 million wafer starts a months” any more feasible, but a fully functional Intel fab up and running at full-tilt by 2029 pumping out chips for xAI/SpaceX/Telsa is entirely feasible.
As usual, open video tabs start to accumulate on things that aren’t quite worth a separate post, but a bit too interesting to throw into a LinkSwarm. So here’s a tab-clearing roundup.
Inside Apple’s push for domestic semiconductor production:
Includes a look at TSMC’s Arizona fab complex, an ASML EUV stepper (which we covered here), and a Foxconn assembly line.
The title of this Jordan Petersen lecture is “Why South Park Works,” but it’s actually about how human perception works.
As a bonus, here’s a version of the basketball-gorilla test he talks about.
Critical Drinker on Paramount winning Warner Brothers:
New boss David Ellison is a fan of male action heroes, and not a fan of “The Message.” “I think it’s fair to say this guy sees middle America for what it is, a potentially huge market that’s been badly neglected in recent years, mostly by people who absolutely hate them.”
“If ever there was a definitive signal that the age of identity politics and the message has come to an end in Hollywood, I think this just might be it. The great experiment that’s decimated pop culture for the past decade is well and truly over. Good fucking riddance.”
Testing Ukrainian anti-drone shotgun slugs:
Basically metal petals attached with string.
Why Teddy Roosevelt didn’t fight in World War I:
To grossly boil down: because Woodrow Wilson didn’t want a no-win situation of either an ex-president ending up dead in a trench or making Roosevelt so popular again that he could beat him in the 1920 presidential election.
Elon Musk on Saturday announced that his rocket making company SpaceX and electric vehicle major Tesla will jointly run a new chip manufacturing facility in Austin, Texas, AFP reported.
The chips will be for use in artificial intelligence projects, robotics and data centres for space, with aim to produce 1 terawatt of computing power per year, it added, citing Musk. (1 terawatt = ¬1 trillion watts).
Why is Elon Musk starting his own chip manufacturing facility?
The world’s richest man said the so-called “Terafab” was necessary because Tesla and SpaceX’s demand for computing power is expected to far exceed that of global chip suppliers. While he did not disclose how much initial investment is being made, reports pegged the initial infusion between $20-25 billion, it added.
“We’re very grateful to our existing supply chain, to Samsung, TSMC, Micron, and others… but there’s a maximum rate at which they’re comfortable expanding. That rate is much less than we would like… and we need the chips, so we’re going to build the Terafab. The advanced technology fab in Austin will have the facilities to design, manufacture, test and improve each chip,” Musk said.
Other articles have made clear the the initial pilot line will be in Austin on Tesla’s Gigafab land, but that the eventual full-scale production fab may be located somewhere else.
The project aims to make chips to support 100 to 200 GW of computing power on Earth, and 1 TW in space.
Musk did not share a timeline for the production or output. The AFP report noted that the billionaire has many times in the past announced timelines that his companies failed to meet, i.e. robotaxis, SDF, etc.
According to Musk, the Terafab would ultimately help humanity become a “galactic civilization” capable of harnessing the resources of other planets and stars.
A Bloomberg report added that Musk has said previously that the facility would produce 2 nanometer chips.
It added that the Austin facility is expected to make two types of chips, one of which will be optimized for edge and inference, primarily for his vehicle, robotaxi and Optimus humanoid robots.
The other will be a high-power chip, designed for space that could be used by SpaceX and xAI. Musk said he expects xAI to use the vast majority of the chips, it added.
Musk also unveiled a speculative rendering of a future “mini” AI data center satellite with 100 kW power. This is part of a larger installation he wants SpaceX to build to do complex computing in space.
In January, SpaceX requested a license from the Federal Communications Commission (FCC) to launch one million data center satellites into orbit around Earth. “We expect future satellites to probably go to the megawatt range,” Musk added.
Let’s skip over addressing the feasibility (or desirability) of the space half of this grand vision. Never mind that Musk has evidently been freebasing back issues of The L5 News and G. Harry Stine’s Analog columns circa 1979 to conceive his solar-powered orbital cathedrals of vast, cool machine intellects.
No, I want to focus on the task of getting a purely ground-based, cutting edge, 2nm semiconductor fab up and running. There’s nothing impossible about that part, and $25 billion is right around the current price to build a state-of-the-art fab. Other reports say:
Production targets are specific. The facility is designed to produce between 100 and 200 billion custom AI and memory chips per year, targeting an initial output of 100,000 wafer starts per month with a stated ambition to scale toward one million — roughly 70% of TSMC’s current total output, in a single US facility.
Tesla is targeting 2 nanometre process technology, the most advanced node currently in commercial production. Tesla’s fifth-generation AI chip, AI5, is among the first products Terafab is designed to produce, with small-batch production expected in 2026 and volume production projected for 2027.
And here’s where my deep skepticism kicks in, over both the output and timeline.
Having more cutting-edge fabs here in the continental United States is a great idea, and there’s nothing wrong with vertical integration for companies to combine design, fabrication and test under one roof. Indeed, Musk has merely reinvented Integrated Device Manufacturing, which used to be the norm until the foundry model took hold, and that’s still the norm with companies like Intel (though not necessarily all under one roof). And Intel, Samsung and TSMC already have their own mask manufacturing facilities in-house. So based on the little information available now, Musk’s radical new approach isn’t.
But that timeline of initial production in 2026 and volume production in 2027? Unless Musk has already placed orders for the critical semiconductor manufacturing equipment (especially however many ASML TWINSCAN EXE:5000 or TWINSCAN EXE:5200B EUV lithography systems the fab will need) long before now, that’s simply not happening. The lead time for the most critical machines are a year or more. And that’s just one machine.
There are five essential semiconductor equipment manufacturers:
Applied Materials
ASML
KLA
LAM Research
Tokyo Electron
If you’re building a modern, 2nm fab, chances are pretty good you need all five. You need the ASML litho machines mentioned above. You need KLA inspection tools to raise and maintain yields, and you need, at the very least, one of AMAT, LAM or TEL to provide the rest. Take away all three and you can’t equip a fab, period.
And that’s after you’ve poured the agonizingly precise, ridiculously level concrete slab for the equipment to rest on, installed huge networks of high voltage power systems (ASML machine alone now run at 1,000 watts), ultra-high purity air handling equipment and ultra-high purity de-ionized water handling systems. All that needs to be installed, up and running before you even start installing the tools. And then all the tools need to be brought up and qualified for production. And that all needs to be done before tape-out, mask production and the first wafer is run.
But the timeline isn’t the only thing that’s delusional about Musk’s announcement.
Terafab is designed for an initial output of 100,000 wafer starts per month, with ambitions to scale to 1 million wafer starts per month at full capacity. For context, that full-scale target would represent roughly 70% of TSMC’s entire current global output — from a single facility operated by companies that have never fabricated a chip.
Musk said the facility would produce between 100 and 200 billion custom AI and memory chips per year, powering Tesla’s “Full Self-Driving” software, the Cybercab robotaxi program, and the Optimus humanoid robot line. He also said millions of Optimus robots would help build and operate the facility.
Put aside the swarms of robots for now. A lot of what can be automated for a fab already has been with automated FOUP-handling equipment. What hasn’t been automated is routine maintenance, troubleshooting, etc. I’m guessing it will be quite a while before Frankie Fabbot is ready to take on any of those tasks.
100,000 wafer starts a month is around what TSMC’s cutting edge fabs produce a month. Samsung has a huge fab supposedly capable of 450,000 wafer starts a month. A million starts a month in one extremely big fab is possible, but it’s going to take multiple lines, lots of money, and throughput will still be gated by the lowest capacity machines on the line (again, I’m guessing the ASML litho machine). Modern fabs have already maxed out production speeds for modern high-yield plants. You can’t simple pull a lever to make the line go faster.
Then there are his plans to build memory chips and space-hardened versions of the xAI chips in the same megafab. Neither of those goals is impossible, but it’s going to require more equipment than his $25 billion estimate to essentially run three production lines in the same building. And preparing chips to operate in space generally involves completely different “rad-hard” processes, involving different types of wafer chemistry, that are nowhere near the 2nm process node.
Musk is a smart guy. I bet he can eek a few performance gains out of how his fabs are organized, AI line optimization, etc. But unless he’s smarter than Einstein, Thomas Edison, Tony Stark and Reed Richards combined, I’m hard-pressed to see how he can optimize more than, say, 15% over existing cutting edge fabs.
Nothing Musk has proposed for the earth-bound side of Terafab is impossible, but it is all-but-impossible to implement in the time-frames he’s alleging, for the money he’s claiming. One million wafer starts a month in a single fab? Doable, but not by 2027, and not for $25 billion. Having such a fab up and running full tilt in 2029-2030, for $100 billion, seems at least at the edge of feasibility. Whether the AI boom will still be a “thing” by then is unknown, but a fab actually capable of one million wafer starts a month (robots or no robots) is still a license to print money…
The Iran war continues, with attacks on energy grids and refineries across the Persian Gulf, (maybe) another bunker buster strike, serious regime confusion, countries reporting impending shortages, and part of the 82nd Airborne moving into the theater.
ZeroHedge has piece up that starts with a nice state-of-play summary.
WSJ, Fox reporting 3,000 elite Army [82nd] Airborne soldiers to be ordered to Middle East. Axios says US awaits Iran response to proposed Thursday peace talks.
Backchannel diplomacy vs skepticism: Abbas Araghchi reportedly signaled openness to negotiations with the US via envoy Steve Witkoff, but Israel has appeared cool on deal prospects or offramp.
Heavy exchange of fire and testing red lines: Iran continues missile and drone waves targeting Israel and US bases, amid reports of overnight airstrikes on military and gas infrastructure near Isfahan.
Iran reshuffles its security leadership, appointing Mohammad Bagher Zolghadr: he’s a former IRGC commander and replaces the assassinated Ali Larijani.
Iran halts natural gas exports to Turkey: follows last week’s Israeli strike on the massive South Pars gas field; QatarEnergy declares force majeure on some LNG contracts due war.
“The Israeli Air Force recently struck an Iranian nuclear research and development site in Tehran, the military announces. According to the Israeli army, the “strategic” site at the Malek Ashtar University was used by Iran’s military industries to develop components for nuclear weapons. Malek Ashtar University, subordinate to Iran’s defense ministry, is under Western sanctions over its activities relating to Iran’s nuclear and ballistic missile programs.”
This falls into the “Big if true” category: “Three heavy bombers of the U.S. Air Force are currently conducting heavy strikes on the underground missile base of the IRGC Aerospace Force in Yazd, central Iran (Al-Qadir missile base). A total of six bunker-buster bombs have been dropped on the site by either B-1B heavy bombers flown from RAF Fairford in the United Kingdom or B-2A Spirit stealth bombers flown directly from Whiteman AFB in the United States.” I haven’t seen enough of Babak Taghvaee’s work to gauge the accuracy of this. (The few bits of his I’ve read have seemed accurate.) It seems like the sort target we would hit, but not knowing which bomber hit these targets suggests a source lacking firsthand knowledge. If anyone has a better bead on Taghvaee’s accuracy, feel free to share it in the comments below.
Not just over the Strait: The Warthog is also engaging Iranian back militias in Iraq.
USAF A-10 Warthogs spent most of the day strafing Iranian-backed militia positions around Mosul, Iraq. pic.twitter.com/5GLcm1XVnN
Victor Davis Hanson has spent fifty years studying how wars end. When he says the tide is turning, it’s worth listening to why.
His argument isn’t based on what the Pentagon is saying. It’s based on how everyone else is behaving.
𝗧𝗵𝗲 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻𝘀. VDH’s rule: Europeans never agree to go anywhere near a conflict unless they think the winning side has already been determined. They didn’t help in the early days. Now they’re starting to move. That movement is not idealism. It’s a calculation. They’ve looked at the battlefield and decided which way this ends.
𝗧𝗵𝗲 𝗚𝘂𝗹𝗳 𝗽𝗲𝘁𝗿𝗼-𝗻𝗮𝘁𝗶𝗼𝗻𝘀. The Saudis, the Emiratis, the Qataris — these governments have survived for generations by reading the regional climate with precision. When they expel Iranian military attachés, when they intercept Iranian missiles over their own capitals and say nothing about American strikes, when the UAE reaffirms its $1.4 trillion investment commitment to the United States mid-war — they are not making ideological statements. They are placing bets. And they are betting on the United States.
𝗔𝗹 𝗝𝗮𝘇𝗲𝗲𝗿𝗮. This is the one that should stop you cold. Al Jazeera — the Qatari state media network, historically critical of American military action, the network Tucker Carlson and the anti-war right love to cite against Israel — is now calling the U.S. bombing campaign brilliant and effective, and saying it has been underestimated. When the media outlet of a nation that hosts both the largest American air base in the Middle East and a Hamas political office starts praising American military effectiveness, the message is unmistakable: 𝘵𝘩𝘦𝘺 𝘵𝘩𝘪𝘯𝘬 𝘸𝘦’𝘳𝘦 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘸𝘪𝘯.
𝗧𝗵𝗲 𝗺𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝘀𝗶𝗴𝗻𝗮𝗹. A-10 Warthogs and Apache helicopter gunships are now flying strike missions in Iranian airspace at will. VDH’s point: you only deploy those aircraft when there is effectively no air defense left to threaten them. They are slow, low-flying, close-support platforms. Their presence confirms what the Pentagon has been claiming — Iran has no meaningful air defense remaining.
Iran’s strategy now is rope-a-dope. Run out the clock. Wait for American public opinion to shift. Hope the midterms create political pressure on Trump to stop. It is the only play they have left.
VDH’s conclusion: if Trump sees it through — and he believes he will — the regime falls. Not in years. 𝗣𝗿𝗲𝘁𝘁𝘆 𝘀𝗼𝗼𝗻.
Since President Trump revealed contacts with the Islamic Republic, we’re seeing something very telling inside Iran: chaos at the top.
Regime officials are either turning on each other, pointing fingers, accusing one another of negotiating with the United States or in their own media and social platforms, they’re warning against character assassination of figures like Ghalibaf or Rouhani, because suspicion is spreading inside the regime itself.
Some are even calling for arrests or worse. Others are publicly shaming officials, accusing them of secret talks.
This is the atmosphere on the Islamic Republic’s side of social media. Total panic.
Jim Geraghty wonders “Why Are We Lifting Sanctions on Iranian Oil During a War with the Mullahs?” It’s a good question, though Trump seems to have a more intuitive grasp of alternating between carrots and sticks in negotiations than anyone I’ve ever seen. Also: “We have seen oil tankers carrying Russian oil divert from China to India in the aftermath of the Treasury Department’s lifting of sanctions on their cargo: ‘At least seven tankers carrying Russian oil have switched their destinations mid-voyage from China to India, according to Vortexa Ltd., with all of India’s major refiners now in the market for the country’s crude.'”
“Three explosions in Bushehr following attacks on the airbase and airport in Iran.” Bushehr is reasonably close to Kharg Island.
“Iran launches 10 million rial note.” Hyperinflation is rarely a sign of military strength. Also: The 5 million rial note was introduced “just weeks earlier.”
The Guardian (usual caveats apply) is saying that “Hundreds of petrol stations across Australia run out of fuel,” but Australian Energy Minister Chris Bowen states “Australia’s fuel supply remains strong and there are no immediate plans to ration fuel,” though the article admits “localized shortages.”
In Japan, gasoline prices have evidently hit record highs and the government is tapping national reserves, but tankers from UAE and Saudi Arabia bypassing the Strait of Hormuz are on the way.”
“Taiwan has about 11 days of liquefied natural gas reserves—a limited buffer that has become critical after Iran disrupted shipping through the Strait of Hormuz, cutting off key supplies from Qatar. Because Taiwan relies heavily on LNG to power its grid and semiconductor industry, any prolonged disruption could force energy rationing and threaten chip production.”
“Philippine president declares ‘national energy emergency‘, citing risks to fuel supply created by Middle East war.”
When last we checked, Microsoft CEO Satya Nadella was busy trying to shove Copilot, their AI tool, into every crevice of every Microsoft product. Finally, enough users seem to have complained loudly enough to get them to rethink the strategy.
Microsoft is vowing to focus on quality with future Windows 11 releases, which includes better performance and reeling in the company’s Copilot footprint over the OS.
“Quality” and “performance” go together with Windows like vanilla ice cream and used motor oil.
On Friday, Microsoft President for Windows and Devices, Pavan Davuluri, announced the “commitment to quality” in both a blog post and an email to users.
The plan calls for bolstering the “performance, reliability and well-crafted experiences” over the OS for this year.
That sort of suggests that “performance, reliability and well-crafted experiences” were not priorities for Windows in previous years, doesn’t it?
“These areas have meaningful impact on how you experience Windows: how fast it starts and responds, how stable it is under real workloads, and how consistent and thoughtful the experience feels,” Davuluri wrote.
PC users will be happy to know that one goal is reducing Windows 11’s resource usage to free up more capacity.
This would be great news if anyone trusted them to do that. Countless times in the past, Microsoft has pledged to reduce resource usage in Windows, but the bloat always returns.
Another priority is “less noise, less distraction and more control across the OS.”
Surprisingly, the blog post makes little mention of AI. Instead, Davuluri merely says the company wants “to be thoughtful about how and where we bring AI into Windows.”
“You will see us be more intentional about how and where Copilot integrates across Windows, focusing on experiences that are genuinely useful and well‑crafted. As part of this, we are reducing unnecessary Copilot entry points, starting with apps like Snipping Tool, Photos, Widgets and Notepad,” he said. Users can expect the change to roll out this month and in the next for Windows 11 preview releases.
Finally, the backslash against MicroSlop has gotten so loud that it’s even penetrated Redmond’s C-Ring. This is indeed progress, given that earlier this month Microsoft was literally banning users from its Discord for using the term. So give them credit for at least realizing that they have a problem.
Davuluri made the announcement months after he faced backlash for tweeting that “Windows is evolving into an agentic OS,” which caused some users to retort the company was obsessing about AI over basic Windows 11 performance. A January Windows 11 release that prevented PCs from booting up or going to sleep sparked more complaints about the OS’s stability.
There’s that vaunted Microsoft quality again.
Last month, Davuluri indicated he was taking the criticism seriously. Microsoft is also facing increased competition from Apple, which released its most affordable MacBook so far, the Neo, which has been a hit among consumers and reviewers.
Yeah, let’s talk about the state of Windows-based PCs and the competition. This was supposed to be a big year for PCs, but then reality hit.
There was supposed to be a massive tailwind for the PC market this year. Windows 10 reached end-of-life in late 2025, meaning that somewhere around 1 billion PCs worldwide stopped receiving security updates. This is less of an issue in the consumer PC market, but it’s a big deal in the business PC market.
PC OEMs like HP were set up for success in 2026, but the AI boom has complicated the situation. Enormous demand for DRAM and NAND chips from the AI infrastructure build-out, coupled with memory chip manufacturers shifting production to server products, has left the PC market with scraps. Memory chip prices have surged, pushing up the bill of materials and forcing price increases.
Gartner expects PC prices to surge by 17% this year, prompting consumers and businesses to hold onto their current PCs for longer. Budget PCs as a category could essentially disappear, leaving a large swath of consumers in a bind. Gartner expects PC shipments to tumble by 10.4% in 2026.
In one of life’s little ironies, the same AI bubble that Microsoft was trying to shove down user’s throats is what’s making buying a new PC less affordable and crushing sales. But it’s not stopping Apple.
HP is an obvious loser in this scenario, but there’s a surprising winner as well: Apple….
Apple is also exposed to rising memory chip prices across its entire device business. However, the company is seizing an opportunity to bring Windows PC users into its ecosystem.
Apple announced the MacBook Neo last week. The 13-inch entry-level MacBook starts at $599, a price that PC OEMs like HP will have trouble hitting as memory prices spiral higher. The Neo is powered by the A18 Pro chip, the same SoC used in the iPhone 16 Pro family. Higher-end MacBooks use Apple’s M-series chips, but the underlying technology is essentially the same.
Apple has equipped the Neo with 8GB of unified RAM, shared between the CPU and GPU, as well as a 256GB solid-state drive. These are really the bare minimums for a usable PC, but it’s enough for a solid entry-level experience. Early reviews have been positive, although full third-party reviews haven’t yet arrived ahead of launch.
Apple is playing the long game here. If there was ever a time to launch a budget MacBook, it’s right now. With memory prices driving up the cost of Windows PCs, a $599 MacBook should be appealing to budget-conscious consumers. Apple also offers the Neo to the education market for a discounted price of $499.
If Apple can grow its Mac install base and steal away market share from Windows-based PCs, the company will be setting up its Mac business for stronger growth down the road. Once the memory situation normalizes and the macroeconomic environment improves, Apple will have a larger base of Mac users eager to upgrade when the time comes.
This is probably correct. $599 is getting down around the price range for what used to be called netbooks, though that market segment seems to have largely died, at least among Windows users. (There still seems to be a market there for Linux users.)
Remember: Apple is the company that saw other companies dumping dump-trucks full of cash into AI build-outs and went “Nah, bro, I’m good.”
Google will spend approximately $90 billion on AI infrastructure this year. Meta has committed $65 billion. Microsoft, Amazon, and Alphabet are collectively spending over $300 billion. Apple, meanwhile, is spending just $12.7 billion on capital expenditure for the entire fiscal year.
As a hardware manufacturer, Apple can just wait for the AI wars to shake out and partner with the winner (if any).
And here’s a mildly amusing video on the whole situation.
I’m pretty sure Microsoft users wouldn’t object to Copilot if it was something optional you could turn off, and if the granularity of control allowed users to keep it entirely out of products they don’t want it in. But no, letting users decide isn’t the Microsoft Way, and they had to try shoving it into everything to justify the huge sums of money they were throwing into AI.
Iran Strikes: Day 14, lots of counter-drone measures, more welfare state fraud in California and Pennsylvania, a bishop raids the children’s fund, a new refinery rises in Brownsville, Old Glory 1, dirty antifa commie 0, caffeine is good for your brain, BuzzardFeed, and the cutest hotel greeters. It’s the Friday LinkSwarm!
President Donald Trump said that he thinks new Iranian Supreme Leader Mojtaba Khamenei, whose father, the former supreme leader, was killed on the first day of the U.S. and Israel’s war on Iran, is alive but “damaged.”
Khamenei has not been seen by Iranians since his selection on Sunday by a clerical assembly, and his first comments were read out by a television presenter on Thursday.
An Iranian official told Reuters on Wednesday that the newly appointed supreme leader was lightly injured but was continuing to operate, after state television described him as war-wounded.
“I think he probably is (alive). I think he is damaged, but I think he’s probably alive in some form, you know,” Trump said in an interview on Fox News’ “The Brian Kilmeade Show.” His remarks were published by Fox News late on Thursday.
Military targets on Iran’s Kharg Island – the loading site for most of the Islamic Republic’s oil exports – were “totally obliterated” by US airstrikes during a historic bombing raid in the Persian Gulf, President Trump announced Friday.
“Moments ago, at my direction, the United States Central Command executed one of the most powerful bombing raids in the History of the Middle East, and totally obliterated every MILITARY target in Iran’s crown jewel, Kharg Island,” Trump wrote on Truth Social.
The island, located about 16 miles off the Iranian coast, is one-third the size of Manhattan and controls 90% of Iranian crude oil exports.
Trump said the island’s oil infrastructure was not targeted but may be hit in future strikes, if the Iranian regime doesn’t allow ships to pass through the Strait of Hormuz.
Most IRGC facilities have been bombed into oblivion, but the IRGC is still functioning as a Secret Police force, threatening Iranians with death if they take to the streets to protest or rise up against the regime.
Snip.
Iranian state media claim the overnight strikes on Basij checkpoints were meant to stir unrest inside the country.
“This is an attempt to undermine public confidence in Iran’s stable security apparatus. The enemy is trying to open a new internal front,” one outlet said.
Fars news agency reported that at least 10 security and Basij personnel were killed in attacks at several sites across Tehran.
At this point, the crucial war-winning strategy is to destroy the IRGC’s ability to intimidate a populace desperate to get rid of them.
loitering munition-type drones now appear to be operating over Tehran.
More than 10 checkpoints, as well as several mobile IRGC (IRGC) military vehicles in different areas of the city, are said to have been targeted and destroyed by drone strikes. (@etelaf10)
This type of weapon can patrol for a long time over an area, wait for targets to appear, and then strike. This is all the easier when enemy air defense systems are degraded or neutralized.
This could facilitate the emergence of a broader national uprising, by weakening the regime’s control at the street level.
Uncle Sam cues up more Whoop Ass: “The USS Tripoli, and the 2,500 Marines on the amphibious assault ship, are headed to the Middle East to bolster U.S. military power there as the war in Iran enters its third week.” Maybe they’ll be occupying Kharg Island in the near future, and we’ll let China beg us to sell them Iranian oil…
Iran also attacked a refinery in northern Iraq. Maybe Iran is trying to see if they can survive as a state that exports nothing but terror…
Communist China is facing a devastating energy crisis as massive gas lines stretch for miles across the country, with desperate Hong Kong residents rushing across the border to fill their tanks amid fears that escalating war with Iran could cripple global oil supplies.
The scenes coming out of China paint a picture of panic and desperation — exactly what happens when authoritarian regimes fail to secure reliable energy for their people. While President Trump’s America First energy policies have made us energy independent, China’s reliance on hostile nations like Iran has left them vulnerable and scrambling.
Hong Kong citizens, already suffering under Beijing’s iron fist, are now forced to join endless queues just to get basic fuel for their vehicles. The images are reminiscent of the Carter administration’s gas crisis — a stark reminder of what happens when nations don’t prioritize energy independence.
The Carter-era gas lines weren’t from a shortage of supply, they were from the federal government’s monkeying with allocation.
Medicare is federally administered, and hospices must be certified for reimbursements. But the state issues the licenses for hospices to operate.
Three years ago, California’s state auditor sounded the alarm that Los Angeles County had seen a 1,500% increase in hospice companies since 2010 – more than six times the national average relative to its elderly population.
Auditors estimated LA County hospices overbilled Medicare by $105 million in a single year.
The state revoked 280 hospice licenses, but things have only gotten worse since then.
The CBS News analysis reveals that over 700 of the roughly 1,800 hospices in LA County trigger multiple red flags for fraud as defined by the state.
It goes downhill from there:
There are about 1,800 licensed hospices in Los Angeles County, California, which is more than six times the national average for the county’s senior population.
Nearly 500 hospices are operating within a 3-mile radius, the densest concentration of agencies in the county.
89 companies are registered to a single building in Van Nuys.
The illegal alien voter fraud that Democrats swear up and down never happens happened again. “ICE arrests illegal migrant who allegedly fraudulently voted in seven federal elections.”
The Department of Homeland Security has announced the arrest of an illegal migrant who allegedly voted in seven federal elections since 2008, despite being deported over 20 years ago.
DHS said Mahady Sacko, who came to the United States illegally from the African country of Mauritania, was arrested by Immigration and Customs Enforcement officers and the FBI in Philadelphia. He has been charged with voter fraud.
“This criminal illegal alien committed a felony by voting in federal elections dating back to 2008.”
If you’re waiting in long lines at the airport, you can thank Democrats love of illegal aliens. “Democrats Block DHS Funding Despite Airport Delays, Rising Iranian Threat.”
Senate Democrats have blocked another test vote on Thursday, pushed by Republicans attempting to end the ongoing 27-day partial government shutdown impacting the Department of Homeland Security (DHS). Republican leaders contend that Democrat lawmakers refuse to negotiate in good faith and are only interested in abolishing U.S. Immigration and Customs Enforcement (ICE), a subagency under DHS.
Nairobi-based contractors have seen footage capturing bathroom visits, naked people, and intimate moments, according to an investigation from two Swedish newspapers.
That’s right. This report from the newspapers Svenska Dagbladet and Göteborgs-Posten claims Meta is outsourcing video to Sama, a tech firm in KENYA, where human workers pore over millions of hours of video to help train Meta’s A.I. assistant that is paired with the glasses.
See, A.I. isn’t really A.I. That’s just a marketing label. These programs are Large-Language Models (LLMs) that can search and summarize vast quantities of data in a split second, but they require an army of human input to train them so they can provide accurate answers to users. Once the programs run out of data provided by humans, they stall out.
Sama was also used by OpenAI to train its LLM. Why? Well, labor in Africa is CHEAP. If you can pay thousands of workers $2 an hour instead of $30 an hour to train your overhyped search bot, you save billions of dollars.
The other advantage is anonymity … for the companies, that is. If you were paying Americans to watch videos of fellow Americans undressing and having sex, they would probably report it to the media en masse.
What a shock that Facebook “smart glasses” are simply another way to invade your privacy…
“HUGE Storm Shadow Strike on Bryansk Electronics Factory.” Plus a look at the aftermath. “90-94% of its production goes into Russian weapons – semiconductors, circuit boards, power modules for missiles, radars, drones, aircraft and more.” And as we know, Russia has very little in the way of semiconductor production.
Russian planes can barely fly in the right direction. They are catching fire in midair. Technical failures are increasing. Emergency landings are happening one after another…There is a dramatic increase in both military and civilian plane crashes.
Hundreds of thousands of Russians are now afraid to even buy tickets. Flights are being postponed indefinitely. This is not a scene from a disaster movie. These images are from Russia.
And for millions of people, airports are now like giant open air prisons. The collapse of the system has reached such a terrifying scale that it can no longer be hidden.
A good bit of this was predicted when sanctions against Russian aviation came down in 2022.
Then there’s the story of civilians flown on an unheated military cargo plane in sub-zero temperatures…
Stephen Green: “I Have Seen the Future of Anti-Drone Warfare, and It’s Dirt-Cheap (Really!)”
Today’s news about Ukraine’s Sting counter-drone caught my eye, and what it might mean for U.S. and other Western forces going forward.
I vaguely remembered reading something about the Sting a year or more ago, but I just learned today that they’re both dirt-cheap and extremely effective — mostly at shooting down Russia’s Geran-2 one-way attack drones, which are licensed copies of Iran’s Shahed that have caused us considerable trouble in Operation Epic Fury.
Ukraine needs tons of these things, because Geran is essentially a terror weapon aimed in large numbers — currently 100 to 200 per attack — at Ukraine’s cities and infrastructure. Larger attack waves include anything from 300 up to just over 800 Geran-2s in one night.
So the concept behind Sting is simply enough: Make something cheap and fast to build, easy to use, yet still capable of knocking a Geran-2 out of the sky far enough out from its target for some degree of safety.
And a local startup firm called Wild Hornets delivered on all three counts.
A typical quadcopter design and just over a foot tall, Stings are made mostly from 3D-printed parts and can be assembled in about two minutes. Unlike some drones that must be launched into the air via catapult (really), Sting takes off vertically like a helicopter before tipping over and using its stubby wings to fly like a plane, with an intercept range of 15 miles or so. Vertical takeoff allows operators to deploy and launch in less than 15 minutes.
The Ukes designed themselves a mini Osprey. That goes boom. Nifty.
There’s a camera on board, which the operator then uses to fly into incoming Geran-2s. With a top speed of about 190 MPH, they’re fast enough to enjoy a reported 80-90% successful intercept rate — and better than 90% in more recent operations. There’s a faster — and presumably more difficult to intercept — jet-powered Geran-3, but they’re much more expensive to build, require more fuel, and have shorter range. Russia uses far fewer of those.
The best part of Sting? The basic model costs about $2,500 to manufacture, compared to an estimated $70k–$80k for each Russian-built Geran-2. The economics of mass drone warfare are brutal.
A federal jury in Philadelphia has delivered a resounding guilty verdict against two Pennsylvania brothers and a longtime associate, convicting them of masterminding one of the most elaborate and prolonged racketeering operations uncovered in recent years. The scheme, which prosecutors say drained more than $32 million from Pennsylvania’s Medicaid program while exploiting vulnerable foreign workers through the H-1B visa system, spanned over a decade and involved layers of deception across multiple states.
At the center of the criminal enterprise – self-dubbed the “Savani Group” – were brothers Bhaskar Savani, 60, a trained dentist from Ambler, Pennsylvania, and Arun Savani, 58, from Blue Bell, Pennsylvania. Bhaskar controlled the group’s extensive network of dental practices, while Arun oversaw finances and real estate holdings. Together, they built what U.S. Attorney David Metcalf described as a “complex web” of sham entities and fraudulent operations, amassing tens of millions through outright fraud “at every turn.”
A third defendant, Aleksandra “Ola” Radomiak, 48, of Lansdale, Pennsylvania—a longtime associate—was also convicted for her role, primarily in the healthcare fraud components.
The multi-faceted conspiracy encompassed several interlocking schemes:
Visa fraud and worker exploitation: The group filed numerous false H-1B visa petitions with the U.S. Department of Labor and U.S. Citizenship and Immigration Services. These applications misrepresented job titles, duties, and other details to bring in foreign workers—most from India—who were dependent on the Savani Group for their legal status. Once employed, many were coerced into kicking back portions of their salaries and paying additional fees back to the enterprise, creating a captive, underpaid workforce.
Healthcare fraud against Medicaid: After the Savani Group’s legitimate dental practices lost their Medicaid contracts due to prior issues, the conspirators pivoted to using nominee-owned shell entities and sham dental practices. They fraudulently billed Pennsylvania Medicaid in the names of non-treating dentists for services that were either unnecessary, never performed, or grossly inflated. This alone resulted in over $32 million in improper payments, robbing taxpayers and depriving the healthcare system of vital resources.
Money laundering and tax evasion: Proceeds from the fraud were funneled through a sophisticated network of financial transactions, including concealment and transactional money laundering. The group also conspired to defraud the U.S. Treasury via wire fraud tied to false tax returns.
Obstruction of justice: When federal investigators closed in, the conspirators actively obstructed a grand jury probe.
Two cooperating government witnesses, Lynette Sharp and Seth Sikes, both pleaded guilty to one count of providing material support to terrorists and testified against [Benjamin] Song.
Sharp alleged Song admitted to shooting someone when she helped him evade law enforcement after the officer was shot.
Likewise, Sikes alleged that Song said, “Get to the rifles,” and testified he heard gunshots coming from behind him where Song was and turned to see a muzzle flash.
Sharp met Song in 2022, and Sikes met him in 2024 while Song was teaching martial arts at a Fort Worth community center.
Both witnesses testified that they became friends with the defendants.
“I love them,” Sharp said on the stand, after wiping tears.
Sikes testified he and others trusted Song, whom he described as a “very charismatic person” that people would follow.
Cameron Arnold (also known as Autumn Hill), Zachary Evetts, Bradford Morris (also known as Meagan Morris), Maricela Rueda, and Song face the most serious charges of attempted murder, discharging a firearm during a crime of violence, and providing material support to terrorists.
Other defendants facing lesser charges include Savanna Batten, Elizabeth Soto, Ines Soto, and Daniel Rolando Sanchez-Estrada.
All have pleaded not guilty.
Sharp and Sikes said group members considered themselves victims of society or those who wanted to protect “marginalized” people.
This ideology led them to become caught up in protest culture, offering a rare glimpse into the inner workings of protestors known as Antifa.
Antifa is modeled after a group that worked as the violent arm of the Communist Party in Germany in the 1930s. Some symbols from the original group are still used by the movement today, such as the logo and the raised-fist salute.
Song, who received an “other than honorable” discharge from the Army, recruited Sharp and Sikes to train with the Socialist Rifle Association (SRA), often described as a left-wing alternative to counter the National Rifle Association (NRA).
Sharp and Sikes said they learned gun safety and practiced marksmanship. Various defendants in the Antifa case frequently trained with AR-style weapons, they said.
The First Circuit U.S. Court of Appeals lifted a block Wednesday on a lower court ruling that prevented the Trump administration from deporting illegal migrants to “third countries” that are willing to accept them.
The Trump administration had appealed U.S. District Judge Brian Murphy’s ruling last week, after he ruled in February that the Department of Homeland Security’s deportation policy was unlawful and violates due process protections under the U.S. Constitution.
The administration argued Murphy’s order violated two previous Supreme Court rulings and created an “unworkable scheme” that threatened to derail negotiations with other countries, along with thousands of deportations, per Fox News.
California’s climate-cult-driven political leaders assumed gasoline demand would fade quickly as electric vehicles took hold. Acting on that prediction, they created conditions that forced refineries to close, blocked new projects, and added regulations expecting everyone would share their disdain for fossil fuels and reliable internal combustion engines.
But reality didn’t match their models. Tens of millions of drivers still rely on gasoline every day, and by shrinking supply faster than demand declined, our eco-activist bureaucrats created a fragile, high‑risk system.
Californians are being warned to brace themselves for the FO phase of the FAFO cycle.
Gavin Newsom’s green agenda and global oil turmoil will risk sending California’s gas prices above a wallet-crushing $8 a gallon — potentially returning drivers to the desperate fuel rationing not seen since the 1970s, state lawmakers and industry experts warned.
With drivers in the Golden State already facing the highest gas prices in the US, Southern California state Sen. Suzette Valladares has urged the governor to scrap California’s cap-and-invest program that charges oil makers for carbon emissions. She dubbed Newsom’s program the “cap-and-tax” scheme, and warned that closing any further oil refineries in the state could trigger economic collapse.
“It’s not scaremongering at all,” Valladares told The California Post of a report from the USC Marshall School of Business that found gas prices could reach $8 a gallon by the end of 2026.
The way things are going, it wouldn’t shock me to see California gas prices hit $8 a gallon this month…
Things that make you go “Hmmmm“: “FBI secretly seizes election records from Arizona’s largest county as voting probe expands.”
The FBI is expanding its criminal probe into suspected election irregularities, secretly obtaining a large tranche of voting records from Arizona’s largest county with a recent grand jury subpoena, multiple people familiar with the probe told Just the News.
The sources, who spoke only on condition of anonymity because of the secrecy of the grand jury probe, said FBI agents are receiving terabytes of electronic election data from Maricopa County, about a month after the bureau first disclosed an investigation into election irregularities by raiding a warehouse near Atlanta and seizing ballots from the 2020 election conducted in Fulton County, Georgia’s largest metropolis.
The subpoena comes five years after the GOP-led Arizona state Senate conducted a lengthy investigation into the 2020 election and concluded there were significant irregularities.
“As Democrats make anti-ICE messaging a centerpiece of their midterm election strategy, a new NBC poll shows that the Democratic Party is more unpopular than ICE. Of the 14 subjects surveyed—a list that also included “AI, that is Artificial Intelligence”—only Iran had a lower approval rating than the Democratic Party.”
Chairman and CEO Darren Woods said about the decision, “Texas has made a noticeable effort to embrace the business community. In doing so, it has created a policy and regulatory environment that can allow the company to maximize shareholder value.”
Its attraction to the state, according to ExxonMobil, is due in part to its de facto status as the company’s home, with 30 percent of the company’s global employee base and 75 percent of its domestic employee base located in Texas. The company is already headquartered in Spring.
“Texas’ legal and regulatory environment, including its modernized business statutes” was also referenced as a strategic reason for the relocation, along with the presence of the Texas Business Court, which ExxonMobil praised as “designed to resolve complex disputes efficiently.”
Thanks to Democrats’ soft on crime policies in California, not even luxury apartments are immune from rampaging mobs.
A group linked to a late-night street takeover forced its way into a luxury downtown Los Angeles apartment tower early Sunday, fighting with staff and leaving shattered glass and overturned furniture behind, according to police and video of the incident, according to the NY Post.
The disturbance happened around 3 a.m. at the Circa LA Apartments on South Figueroa Street, the Los Angeles Police Department said.
Authorities told KTLA that a crowd involved in a nearby street takeover moved toward the upscale high-rise and began vandalizing the property.
Video shows a large group gathering outside the building before targeting the lobby. One person is seen throwing an object at a suited employee who appeared to be working near the front desk. The worker initially stood outside but retreated inside as other staff gathered in the lobby.
The crowd soon forced its way into the building. Outside, several people smashed glass doors and windows, while one individual used a metal barricade to ram the entrance.
The Post writes that once inside, members of the group knocked over furniture and ran through the lobby as the scene descended into chaos. At one point, a person appeared to grab a box from the front desk while others rummaged through it before the group dispersed as sirens approached.
This is your city on Democrats…
“Michigan rep not seeking reelection because she can’t “be a faithful follower of Jesus Christ while remaining a member of the Democratic Party.” “Michigan State Representative Karen Whitsett announced she will not seek re-election and will not run for public office again, saying the decision is faith-based and rooted in her commitment to Jesus Christ and the authority of Scripture.”
I have compromised my relationship with Jesus for too long, and I’m grateful God did not give up on me. He gave me time to repent, turn, and be fully devoted to Him
That conviction includes the issues I cannot reconcile with Scripture: abortion, the normalization of the gay lifestyle, and the push to redefine gender.
Pope Leo XIV accepts San Diego bishop’s resignation over embezzlement scandal. Bishop Emanuel Shaleta stepped down from his post at Saint Peter’s Chaldean last month, the Vatican said in a bulletin Tuesday. Bishop Saad Hanna Sirop has replaced him in the interim.”
Shaleta has been charged with eight counts of embezzlement, eight counts of money laundering, and an “aggravated white collar crime” enhancement related to $272,000 in missing funds from the church, according to NBC News, and pleaded not guilty to all charges during a court appearance Monday.
Authorities allege that Shaleta spent months pocketing $30,000 in monthly cash payments from a tenant and hid the crime by moving money from a church account that held funds to help the less fortunate into the church’s operations account.
“PM who ran New Zealand into the ground during Covid flees country for greener pastures.” Former Prime Minister Jacinda Ardern, who locked down harder and longer than just about any other country, has emigrated to Australia. Hopefully a Bunyip or Drop Bear will eat her…
BlackRock is like a roach motel: Your money can check in, but it can never check out. “BlackRock (NYSE:BLK) is blocking investors from fully exiting its $26 billion HPS Corporate Lending Fund after redemption requests hit 9.3% of shares in Q1, well above the fund’s 5% quarterly cap. It marks the first time withdrawal requests have exceeded that limit.”
“Trump Set To Suspend Jones Act To Help Tame Oil Prices.” The century old Jones Act “that requires American-built ships to be used to transport goods between US ports.” I’m sure that right now Peter Zeihan is already working on a video to celebrate…
Unexpected South Carolina Democrat senate candidate Alvin Greene, RIP. They didn’t even mention his comic book…
Speaking of novelty candidates, Literally Anybody Else is running for mayor of North Richland Hills, a Metroplex city northeast of Fort Worth. That’s the name of the guy running: Literally Anybody Else. His cause for running against incumbent mayor Jack McCarty is “lying to the people about carport regulations.”
Ian McCollum examines whether force reset triggers will destroy the value of existing legal-to-own machine guns. The answer, from recent auction results, is probably not. Particularly eye-opening is two registered drop-in auto-sears, which allow conversion of certain modern sporting rifles to full-auto, went for $40,000 and $52,000. For what is essentially a stamped bit of metal.
Rick Beato has a theory that all those people building AI data centers are going to go bankrupt, because people can run AI tools and datasets on their own computers. He compares this to how recording studios who had borrowed money to buy expensive mixing boards circa 1999 went out of business when Napster crashed the music business. I think his larger point is correct, but I think a lot of musicians were already already into cheaper prosumer digital tools in the early 1990s.
Finally, my excessive Diet Dr Pepper habit is paying off! “Large Study Shows High Caffeine Intake Linked To Reduced Dementia Risk.”
BuzzFeed is buzzard feed. “BuzzFeed, the digital media empire that captured the attention of millennials in the mid-2010s through shareable listicles, viral video content and more, expressed ‘substantial doubt’ Thursday about its ability to continue operations.”
(Hat tip: Clownfish TV, from whom I’ve stolen the buzzard feed line.)
Critical Drinker is considerably less than impressed with The Bride! “Jesus Fuck Mothering Christ. I have seen a lot of crappy movies in my time, but I don’t think I’ve seen many that were so completely determined to waste such an insane amount of money and talent.”
Today’s Habitual Linecrosser:
“Aloha Snackbar.” I’m pretty sure I’ve heard that one before, but it’s still funny…
A bunch of AI-related news has popped up this week, so let’s do a roundup.
Some AI companies are complaining that TSMC is killing the AI boom by not expanding rapidly enough:
Asianometry notes that TSMC’s caution at expanding is amply justified by the boom-and-bust nature of the semiconductor industry:
“I’m hearing many similar views in the Silicon Valley Borg that TSMC is the break or limiter on the AI boom, as if they’re the reason why we don’t have AGI yet. Because they didn’t and still don’t believe.”
“If we can ever say that a company that spent $41 billion on capital expenditure in 2025, with another $53 to $56 billion in 2026 planned, is sitting on its hands, doing nothing.”
“TSMC having 90% share of the AI chip market looks pretty unhealthy. That should go down and it will. Samsung seems to be doing well so far.”
“The cold, hard reality is that shortages are a fact of life in semiconductors, as are horrific gluts.”
“What we are flippantly labeling as TSMC we really mean is the AI supply chain. And that supply chain is as complicated as you can possibly imagine. Like an iceberg, it looks big enough on the surface of the water, but goes way far deeper underneath. TSMC has thousands of suppliers in two categories: Equipment like the famed ASML lithography tools and materials like photoresist, silicon wafers, acid etch gases and so on. These are not generalized tools and materials. They are not fungeible like AWS compute units.”
“And then there are the memory guys. You cannot ship an AI system without memory. DRAM and NAND. Nvidia’s AI chips use a special form of DRAM called high bandwidth memory, and they use quite a lot of it. The memory industry is just as consolidated as the logic industry, with the major players being Samsung, SK Hynix and Micron.”
“The chip guys are last to know when the party is getting started, but first they get batoned in the face when the police shut things down.”
He points out that semiconductor manufacturers have log supply chains. He uses a different metaphor (the beer distribution game, or a bullwhip), but back when I was working at Applied Materials, it was described as trains linked together with slinkys. First software takes off, then hardware gets yanked along, then the chip manufacturers get yanked, and then, finally, semiconductor equipment manufacturers get yanked into motion, and shortly after that happens, the bust hits the front of the train, and the trailing cars all crash into each other. It’s a regular boom/bust cycle.
“From 1961 to 2006, electronics consumption in the United States grew positively but with wild volatility swings between 0 to 20%. But for the semiconductor makers, that translates to swings anywhere from 20% to 40%. And for the equipment makers, it is amplified even more, plus or minus 60%. The whip hits particularly hard in the semiconductor industry because of the industry’s long lead times. It takes 4.5 months to fabricate and package a chip. It takes 18 months to 2 years to build a fab. Meaning from shovels down to producing chips, and it takes 12 to 18 months to produce and install something like an EUV machine into the fab. Another 6 months before that machine actually starts patterning wafers.”
“Long lead times mean having to make very long demand forecasts, which leads to extreme volatility swings during up and downturns even if those up or downturns are relatively small.” People forget that in 1998, during the time we now think of as the DotCom Boom, there was a small semiconductor downturn that had Applied Materials forcing employees to take unpaid leave.
“ASML just reported 2025 earnings, and we see the bullwhip in full effect. TSMC raised capital expenditure 35% but ASML announced €13.2 billion of net new bookings. Analysts had expected just €6.32 billion. This is because ASML collected orders not just from TSMC, but also Samsung, Intel and the memory guys. When it rains it pours, right? Again, this is why I fear that another AI foundry would not mean our compute shortage is solved, because ultimately, when those foundries start scaling their capacity, they all go to the same suppliers.”
He goes over how car manufacturers cancelled orders during Flu Manchu, and then scrambled when the economy took off afterwards. “TSMC was trying to discern between double booked orders and real demand, which is not an uncommon experience for them. Customers lie about their own demand all the time, or at least we can say that they are eternally optimistic. TSMC tried to respond in 2022. The Taiwanese giant poured $36 billion into capital expenditure. They went to their suppliers and pushed like no tomorrow.”
“It turned out those customers really were double booking orders and artificially inflating demand. When the macro environment turned in 2022, the automotive, smartphone, and PC chips that were so hot during the COVID era fell out of vogue and customers started cutting orders.”
“Meanwhile, deeper down in the supply chain, TSMC and the rest of the semiconductor industry were getting bullwhipped by COVID hangover. Utilization at TSMC’s multi-billion dollar N7 fabs crashed, Semi analysis wrote in April 2023. Now, Semi analysis data indicates that the 7nm utilization rates were below 70% in Q1. Furthermore, Q2 gets even worse with 7nm utilization rates falling to below 60%. This is primarily due to weakness in both smartphones and PCs, but there is a broader weakness in most segments. A fab’s break even utilization rates are about 60% to 70%. So those N7 Taichung fabs were taking financial losses potentially on the order of hundreds of millions, maybe even billions. The financial burdens of low utilization are another reason why I’m skeptical another AI foundry could have rushed into the AI chip fray to save the day.”
He says that Intel incurred losses during this period due to an unnecessary fab expansion, which is probably true, but that was a secondary factor next to their longer running problem of getting their process wrong.
“ChatGPT was released in November 2022, and that kicked off a massive increase in capex amongst the hyperscalers in particular, but it sure seems like TSMC didn’t buy the hype. That lack of increased investment earlier this decade is why there is a shortage today and is why TSMC has been a de facto break on the AI buildout/bubble.”
“I recall news in mid 2024 of TSMC struggling with CoWoS capacity bottlenecks and yield problems, including one design issue that caused cracks in the Nvidia chips packaging.” CoWoS is Chip on Wafer on Substrate, which involves fabbing an interposer as a substrate for faster connections between your processing chips and memory.
“I also recall news in late 2024 noting how the vendors in charge of making the server racks for Nvidia’s Blackwell servers struggled with overheating, liquid cooling leaks, software bugs, and connectivity issues. Such technical difficulties delayed server deployment until early to mid 2025, creating a weird situation for several months where TSMC was pumping out chips that just went into storage. So that gated things, because you don’t scale until you first fix the technical problems.”
Then there’s the power-scaling issue, which is a whole ‘nuther can of worms.
There’s a lot of talk about a SaaSpocalypse going on thanks to a new AI tool. (SaaS is “Software as a Service.” Instead of hosting your own payroll or sales-tracking or whatever servers, you hire a company that already has cloud software setup to do it and you just tie into that, which can considerably reduce startup costs. A whole lot of successful new tech companies over the last decade plus have been SaaS companies.)
The software sector was jolted overnight with what analysts are calling a “SaaSpocalypse” — a sudden and severe selloff triggered by new artificial intelligence tools unveiled by US AI startup Anthropic. The episode has sharpened investor fears that AI is no longer merely helping software companies but may now begin replacing them.
Anthropic has expanded its enterprise AI platform, Claude Cowork, by launching 11 new plugins aimed at automating a wide range of professional tasks. Claude Cowork is an agentic, no-code AI assistant built for corporate users, allowing companies to automate workflows without writing software. The new plugins are designed to handle tasks across legal, sales, marketing and data analysis functions. The most recent addition is Anthropic’s Claude Legal agent, which can perform routine legal work such as document and contract review, and compliance checks.
Anthropic has said that the tool does not provide legal advice and that all AI-generated outputs must be reviewed by licensed attorneys. Even so, the breadth of automation signals a step change in how much white-collar work AI systems can now perform.
Productivity — Manage tasks, calendars, daily workflows, and personal context
Enterprise search — Find information across your company’s tools and docs
Plugin Create/Customize — Create and customize new plugins from scratch
Sales — Research prospects, prep deals, and follow your sales process
Finance — Analyze financials, build models, and track key metrics
Data — Query, visualize, and interpret datasets
Legal — Review documents, flag risks, and track compliance
Marketing — Draft content, plan campaigns, and manage launches
Customer support — Triage issues, draft responses, and surface solutions
Product management — Write specs, prioritize roadmaps, and track progress
Biology research — Search literature, analyze results, and plan experiments
A lot of those are already automated elsewhere, but I suspect a lot accountants and paralegals just felt a goose strut across their grave. On the other hand, who is really going to turn over, say, Accounts Payable to an AI? One glitch, and your entire bank account is drained…
If it works (a big if, give so many AIs are prone to hallucinations), this is potentially good news for Anthropic and the companies using their tools, and bad for SaaS companies and the employees currently doing those jobs.
I note there’s no plugin for technical writing…yet.
And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products.
We’re seeing our AI investments and infrastructure drive revenue and growth across the board. To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion.”
Remember how Nvidia was going to invest $100 billion in OpenAI? Yeah, not so much.
In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI’s AI infrastructure. At the time, the companies said they expected to finalize details “in the coming weeks.” Five months later, no deal has closed, Nvidia’s CEO now says the $100 billion figure was “never a commitment,” and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year.
Reuters also wrote that OpenAI is unsatisfied with the speed of some Nvidia chips for inference tasks, citing eight sources familiar with the matter. Inference is the process by which a trained AI model generates responses to user queries. According to the report, the issue became apparent in OpenAI’s Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codex’s performance limitations to Nvidia’s GPU-based hardware.
After the Reuters story published and Nvidia’s stock price took a dive, Nvidia and OpenAI have tried to smooth things over publicly. OpenAI CEO Sam Altman posted on X: “We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don’t get where all this insanity is coming from.”
Microsoft’s Copilot chatbot has become central to its artificial-intelligence strategy as the company’s close partnership with OpenAI diminishes. But the effort to build it up as a ChatGPT alternative has been tough going.
Confusing brand positioning and interoperability problems have frustrated users, current and former employees who have worked on Microsoft’s AI products said.
Interoperability problems? With a Microsoft product?
Only a small proportion of subscribers to Microsoft’s enterprise suite use Copilot, and the percentage who favor it over Google’s Gemini or other tools has decreased in recent months, according to data reviewed by the Journal.
The stakes are high for Microsoft because Copilot is core to a push by Chief Executive Satya Nadella to transform Microsoft into an AI-first company, much as he transformed it into a cloud-first company around a decade ago. Copilot is one of Nadella’s top priorities, current and former executives said.
Microsoft shares tumbled after its earnings report last week sparked investor concern that growth in its most important unit, the Azure cloud-computing business, is slowing, and that its AI business is reliant on OpenAI while Copilot remains unproven. Shares fell nearly 3% Tuesday amid a slide in software stocks prompted by fresh concerns that AI tools will make enterprise subscriptions less necessary.
For other AI companies, we merely suspect they’re evil. For Microsoft (and Google), we already know they’re evil…
Uncle Sam assembles another big stick for Iran, the radical leftwing networks in Minnesota continue to get exposed, silver shatters, two state Democrats get clipped in separate forgery cases, the rise of the Amelia memes, Microsoft update breaks everything (again), and are malls actually reviving?
And Neville Roy Singham’s fingerprints are visible everywhere.
It’s the Friday LinkSwarm!
As of right this moment, America hasn’t gone kinetic on the Mullahs yet, but we’re assembling an awful big stick.
USS Abraham Lincoln has gone dark, with no transponder or communication, signaling possible preparation for action against Iran.
A third US carrier strike group, USS George H.W. Bush (CVN-77), is moving into the Middle East theater.
Snip.
Some very interesting developments in the last 48 hours indicate something big is about to happen.
The EU all of a sudden has decided the next thing on their agenda is to declare the IRGC a terrorist group. Curious timing, that.
Minnesota agitators, including elected officials, have been organizing efforts to stalk, harass, and even hunt ICE agents in a Signal group chat that was infiltrated by Cam Higby and others.
It has been insane looking at the messages and the actual people involved.
And now DataRepublican has the donor list … you know, the people actually paying to make sure this all happens.
DataRepublican has also helpfully linked to their social media profiles.
You can download he data yourself. And DataRepublican has already turned in all the captured information to the Feds…
This is the story of how Minnesota became a political laboratory—first for the 2020 George Floyd protests, then for a sustained campaign against federal immigration enforcement. The players are the same. The money flows through familiar channels. And the strategy, according to those who designed it, was always meant to be replicated.
Snip.
Understanding how The People’s Forum operates requires following the money. And the money leads to Shanghai.
Neville Roy Singham is an American tech entrepreneur who sold his software company, ThoughtWorks, for approximately $785 million in 2017. He now lives in Shanghai, where, according to a 2023 New York Times investigation, he “works closely with the Chinese government media machine and finances propaganda worldwide.”
The Network Contagion Research Institute (NCRI), a Rutgers University-affiliated research organization, published a comprehensive report in May 2024 documenting what it calls the “Singham Network”—a web of nonprofits, fiscal sponsors, and alternative media outlets that share funding, personnel, and messaging.
According to NCRI, The People’s Forum received over $20 million from Singham and his wife, Jodie Evans (co-founder of the anti-war group CODEPINK), between 2017 and 2022. The money moved through a complex network of donor-advised funds and shell companies, including the Justice and Education Fund, the United Community Fund, and the Goldman Sachs Philanthropy Fund.
The People’s Forum has acknowledged receiving Singham funding. In a December 21, 2021 post on X (then Twitter), the organization defended its financial relationship with Singham against critics.
Congressional investigators have taken notice. On September 4, 2025, House Ways and Means Committee Chairman Jason Smith sent a formal letter to [People’s Forum Executive Director Manolo] De Los Santos demanding records and alleging that The People’s Forum had “acted as a foreign agent of the Chinese Communist Party” while enjoying tax-exempt status.
“Public reporting suggests that The People’s Forum has received over $20 million from Mr. Singham and his wife,” Smith wrote. “Multiple reports have found that The People’s Forum is part of Mr. Singham’s network of non-profit organizations that serve as his conduits to spread pro-CCP narratives.”
The Senate Judiciary Committee separately requested that the Department of Justice investigate whether The People’s Forum should register under the Foreign Agents Registration Act.
De Los Santos himself has deep ties to Cuba. According to his biography at the Black Alliance for Peace, he “was based out of Cuba for many years” and “worked toward building international networks of people’s movements and organizations.” The New York Post reported that De Los Santos first traveled to Cuba in 2006 and was there as recently as March 2024. He has been photographed meeting with Cuban President Miguel Díaz-Canel.
Footnotes excised. Snip.
What makes Minnesota different from other immigration flashpoints is the degree to which organizers have been explicit about their strategy.
The NCRI report notes that activists in the Singham network view the 2020 protests as proof that “the ability for mass struggle now exists inside the United States.” This framing treats George Floyd’s death not as a singular tragedy but as a tactical validation—evidence that the right combination of outrage, infrastructure, and outside support can produce transformational results.
De Los Santos’s April 2024 call to recreate “the violent protests of the summer of 2020” was not a slip of the tongue. It was a statement of doctrine.
The IDN’s establishment before Operation Metro Surge began—funded by nearly $1 million from the Bush Foundation—demonstrates pre-positioning rather than organic response. The explicit training of thousands in “rapid response” and “legal observation” tactics, the encrypted communication networks, the coordinated media strategies: none of this materialized spontaneously after Good’s death.
It was waiting.
The evidence assembled here—from congressional investigations, foundation records, tax filings, academic research, and organizers’ own statements—establishes that what is happening in Minnesota is neither spontaneous nor accidental.
The same network that helped turn George Floyd’s death into a national uprising has spent five years building the capacity to do it again. They have studied what worked in 2020, professionalized their operations, secured substantial funding, and pre-positioned infrastructure across Minnesota.
When Renée Good was killed on a Minneapolis street, that infrastructure activated precisely as designed.
Minnesota was chosen—first as the place where 2020 proved the model, then as the laboratory where that model would be refined and redeployed. The current crisis is not an accident of geography or politics.
A collection of far-left groups — led by a Communist activist network tied to CCP-linked millionaire Marxist Neville Roy Singham — is attempting to organize a nationwide anti-ICE school and business shutdown, with anti-Israel activist Linda Sarsour declaring that “we will bring this country to a halt.”
The general strike effort, scheduled for this Friday, is an attempt to replicate a Minnesota-wide anti-ICE shutdown which occurred last Friday and which was organized by many of the same far-left groups — but now with designs to do so on a national scale. The planned “National Shutdown” announced early this week includes plans for large-scale marches and a day of “no work, no school, no shopping” around the country.
The Manhattan-based Marxist revolutionary People’s Forum, the left-wing BreakThrough News media outlet, the Party for Socialism and Liberation (PSL), the far-left Code Pink anti-war group, and the Act Now to Stop War and End Racism (ANSWER) Coalition are all involved in either promoting or organizing the nationwide shutdown effort.
Just the News recently reported on how the forum, its propaganda machine, and the PSL were key players in pushing last week’s Minnesota-focused shutdown effort. Just the News also previously reported on how these and other radical activist groups have leadership links or financial ties to the funding network backed by Singham, whom others in his network call “Comrade.”
Social media used as organizing platform
The plans for Friday allegedly started with calls by a number of student groups at the University of Minnesota — the Somali Student Association, the Liberian Student Association, the Ethiopian Student Association, and the Black Student Union — who called for “Justice for Alex Pretti & Renee Nicole Good — NATIONWIDE SHUTDOWN” on Instagram on Sunday.
An investigation by Just the News shows that the forum was likely involved in creating the “National Shutdown” website which is now serving as an organizational hub for the coming Friday strike.
Did anyone notice a “nationwide shutdown” today? Mother Nature did a 100,000% better job shutting things down with Winter Storm Fern…
You gotta hand it to those Soros-sponsored district attorneys across the nation because when it comes to playing with fire, they play like they’ve never been burned.
The latest example is Philadelphia DA Larry Krasner. Not exactly a household name across the country,
But one that should be well-known to BattleSwarm readers.
Soros-linked groups have been his single largest financial backing source — helping him bypass traditional party fundraising and local contribution limits.
About a decade ago, Soros contributed about $1.7 million to the Philadelphia Justice and Public Safety PAC while Krasner was still a relative unknown in a seven-candidate race for district attorney. The Philly PAC is part of Soros’s nationwide Justice and Public Safety groups that fund “progressive” DAs in blue city contests.
According to public sources, in 2017, Soros’s donation to just one candidate accounted for nearly 30% of all campaign spending in the seven-person race. For his 2021 reelection, Soros groups gave Krasner another $1.2 million, including $259,000 for Philadelphia Justice and Public Safety PAC to run ads on Krasner’s behalf. Soros supported Krasner again last year, although I wasn’t able to find the dollar amounts before going to press.
Prior to getting all that Soros money to run for D.A., Krasner defended Black Lives Matter and Occupy Philadelphia members in court — and let’s just say Soros got his money’s worth. Or maybe it’s our money, given how intermingled Soros’s private funds are with taxpayer-funded NGOs purpose-tuned to push his causes.
Snip.
Here’s the quick and dirty transcript of Krasner talking about ICE officers: “This is a small bunch of wannabe Nazis — that’s what they are — in a country of 350 million. We outnumber them… If we have to hunt you down the way they hunted down Nazis for decades, we will find your identities, we will find you, we will achieve justice.”
What have I been repeating since the first attempt on President Donald Trump’s life last summer?
The left paints its enemies — we are no longer mere political rivals — as enemies, over and over, until some crazy decides to take justice into his own hands.
The FBI raided a Fulton County election office, evidently looking for evidence of the elction fraud carried out against president Trump in 2020. And it might be connected to…Nicolas Maduro?
Silver prices just plunged plunged over $30 an ounce today after a huge run-up. This means I’m either a genius when I sold a small amount of it last week (when prices were above where they are now), or an idiot for not selling all of it…
For three years, the world has waited for the Russian economy to implode. Instead, we watched a “Kalashnikov economy” defy gravity, fueled by high oil prices and a “friendship without limits” with Beijing. But as of January 2026, the gravity of basic math has finally caught up with Vladimir Putin.
The catalyst isn’t just the stalemate on the front lines; it’s a legislative “kill shot” from Washington and a quiet betrayal from the East. Between the new Graham-Trump Sanctioning Russia Act and a mounting domestic liquidity crisis, the Kremlin isn’t just running out of options—it’s running out of time.
The most significant development of 2026 isn’t a new missile system; it’s a tariff. The Graham-Trump Bill, greenlit by the White House on January 7, has fundamentally rewritten the rules of economic warfare. By threatening a mandatory 500% tariff on any country—including China and India—that continues to purchase Russian petroleum or uranium, the U.S. has finally weaponized the one thing Russia’s allies value more than cheap crude: access to the American consumer.
The shockwaves were instantaneous. On January 15, reports emerged that China’s largest state banks, including ICBC and Bank of China, began halting Ruble-denominated settlements. They aren’t waiting for the bill to be signed into law; they are pre-emptively cutting Russia loose to save their own export margins. When Beijing chooses its $500 billion trade surplus with the U.S. over its “strategic partner” in Moscow, the Russian war machine loses its primary life support system.
While the external walls are closing in, the internal floor is rotting. On New Year’s Day, Russia’s VAT officially jumped to 22%. This isn’t a sign of strength; it’s an act of desperation. The Kremlin is cannibalizing its own middle class to plug a federal budget revenue gap that fell 20% short of targets in 2025.
We are now seeing the first signs of a systemic banking fracture. In cities like Yekaterinburg and Novosibirsk, reports of ATM shortages are no longer fringe rumors—they are the physical manifestation of a “liquidity trap.” When the state raises taxes while inflation remains double-digit and interest rates hover near 20%, the result is a “medically induced coma” for the civilian economy.
Federal officials have charged two contractors with conspiring to disrupt Immigration and Customs Enforcement officers in Knoxville earlier this month.
The U.S. Attorney’s Office for the Eastern District of Tennessee unsealed a multi-count indictment on Friday against Tyler Shane Wells, 33, of Morristown, and 18-year-old Alexander Bonilla Servin of Smyrna.
They are charged with conspiracy to conceal and harbor illegal aliens, conspiracy to forcibly impede federal agents while engaged in performance of official duties, and conspiracy to prevent, by force, intimidation, or threat, federal agents from discharging their official duties from January 5 through January 13.
Bonilla-Servin is also charged with forcibly impeding federal agents engaged in the performance of their official duties.
Wells appeared in court on Friday and pleaded not guilty to the charges and a detention hearing is set for Monday. A trial date has been set for March 31, 2026.
Federal authorities accuse the two of plotting to block the entrance to a Hardin Valley construction site with Bonilla-Servin’s pickup truck in an effort to impede ICE agents. According to a Department of Justice release, the vehicle was put in position after federal agents were seen surveilling the site. Servin is also accused of hitting agents’ vehicle with the truck as it attempted to enter the site on January 13.
After more than a year of digging, Statehouse candidate Bailey Templeton’s most public records collection shows 1,085 Illinois children under 18 without SSNs had Medicaid bills of $66 million in 2025. That’s up 725% from $8 million for 450 children in 2021.
“It’s roughly $40 million spent on inpatient treatment, that’s a lot of time for children to be in hospitals,” Templeton told The Center Square Friday.
The data only generates more questions for Templeton.
“It raises questions about what would be called medical trafficking, where things are conducted on to children when they’re too young to be able to consent to these things,” she said.
Why, it’s almost like Democrats imported millions of illegal aliens and put them on welfare rolls…
Man tries to kill mayor in the Philippines with an RPG. (Never mind that The Sun calls it a bazooka.)
Idiot Hawaiian Democrat Senator Brian Schatz asks Marco Rubio a really stupid question, and Rubio hands him his ass:
“That’s statutory. The Helms Burton Act, the US embargo on Cuba, is codified. It was codified in law and it requires regime change in order for us to lift the embargo.”
Transportation Secretary Sean Duffy just dropped what I’ve been calling the nuclear option.
In an appearance on Katie Pavlich Tonight Thursday, Duffy made clear that withholding $200 million in federal funding isn’t the end of this fight. If California doesn’t come into compliance on the non-domiciled CDL issue, Duffy said, “we will eventually pull their ability to issue commercial driver’s licenses to anybody in California.”
Not just the 17,000 non-domiciled CDLs at the center of this fight. Every single CDL in the state.
I’ve written extensively about this standoff since the FMCSA released its audit findings last September, which showed that roughly 25% of California’s non-domiciled CDLs were improperly issued. I’ve covered the $160 million funding hit. I’ve warned about the decertification authority in 49 U.S.C. 31312 and 49 CFR 384.405, which most people in this industry didn’t even know existed.
This didn’t start with the Trump administration’s September 2025 emergency rule restricting non-domiciled CDLs to certain visa categories. That rule, which limited eligibility to H-2A, H-2B, and E-2 visa holders, has been stayed by the D.C. Circuit since November. The court found that petitioners were “likely to succeed” on their claims that the FMCSA violated federal law in its rulemaking.
The California problem predates all of that.
FMCSA’s August 2025 Annual Program Review found California had been violating federal regulations that existed long before Duffy took office. The state was issuing CDLs with expiration dates extending years beyond drivers’ lawful presence documentation. In one case that still makes my blood boil, California issued a driver from Brazil a CDL with passenger and school bus endorsements that remained valid months after his legal presence expired.
That’s not a new rule problem. That’s a California screwed-up problem.
California agreed in November to revoke all 17,000 improperly issued licenses by January 5, 2026. Then, on December 30, the California DMV unilaterally announced a 60-day extension to March 6, citing the need to ensure it doesn’t wrongfully terminate licenses for drivers who actually qualify.
Duffy’s response on X was blunt: “Gavin Newsom is lying.”
FMCSA never agreed to the extension. California proceeded anyway. On January 7, DOT made good on its threat and withheld approximately $160 million in National Highway Performance Program and Surface Transportation Block Grant funds. That’s on top of the $40 million already withheld over California’s refusal to enforce English language proficiency requirements.
California has more than 700,000 CDL holders. The state is home to the nation’s largest trucking workforce, with over 138,000 truck drivers moving freight through the ports of Los Angeles and Long Beach, the agricultural heartland of the Central Valley, and every retail distribution center feeding the country’s largest consumer market.
Under full decertification, California would be prohibited from issuing, renewing, transferring, or upgrading any commercial learner’s permits or commercial driver’s licenses until FMCSA determines the state has corrected its deficiencies. Previously issued CDLs would technically remain valid until their stated expiration dates, but here’s where it gets ugly.
Other states could refuse to recognize California credentials during the noncompliance period. FMCSA could issue guidance declaring CDLs issued by a noncompliant state invalid for interstate commerce. The Commercial Driver’s License Information System, which enables interstate verification, could flag every California license.
For the 700,000 CDL holders in the Golden State, decertification wouldn’t just be an administrative headache.
It would effectively ground them from operating in interstate commerce.
Blue state governors should stop trying to protect their precious illegal aliens and start following federal law.
TikTok has finalized a deal to create a new American entity, avoiding the looming threat of a ban in the United States that has been in discussion for years on the platform now used by more than 200 million Americans.
The social video platform company signed agreements with major investors including Oracle, Silver Lake and the Emirati investment firm MGX to form the new TikTok U.S. joint venture. The new version will operate under “defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation and software assurances for U.S. users,” the company said in a statement Thursday. American TikTok users can continue using the same app.
Tesla North America announced the completion of a major lithium refinery in Robstown, Texas, with Elon Musk calling it “the most advanced lithium refinery in the world.”
Robstown is just west of Corpus Christi.
In the promotion video, Jason Bevon, the site manager at the Gulf Coast lithium refinery, explains that the refining process used in Robstown is “inherently much more environmentally friendly.” The company claims that the process used by the refinery eliminates hazardous byproducts of the refining process and is more sustainable than traditional methods.
Bevon explained that the refinery “enables us to have access to the critical minerals for energy storage, for battery manufacturing, and ultimately for [electric vehicle (EV)] growth.”
“It enables us to accelerate Tesla’s mission by regionalizing supply chains for battery minerals and materials, by providing jobs, by cutting emissions from the transportation network that is required for these supply chains.”
“It really allows us to usher in energy independence for North America.”
Columbia University’s Center on Global Energy Policy explains that raw lithium needs to be processed into a “chemical in the form of lithium carbonate or lithium hydroxide, before being used in batteries,” which is done through refining. Currently, China dominates the global trade and production of key minerals, and leads the world in lithium refinement capabilities.
The need for lithium batteries has grown exponentially in recent years, with lithium batteries being required for EVs, smartphones, laptops, and renewable energy receptacles such as solar panels.
Also, you’re partially paying for it:
This political shift and the operation of the refinery are complemented by recent grants through the Texas Semiconductor Innovation Fund (TSIF), which was established when the Texas CHIPS Act, House Bill 5174, was signed into law in 2023. The TSIF totals “approximately $948 million in total appropriations” and is used for “semiconductor manufacturing and design,” according to the Texas Economic Development and Tourism Office.
Webb County’s sheriff and his assistant chief are facing federal charges for allegedly using office resources to create and profit from a disinfecting business during the COVID-19 pandemic.
Sheriff Martin Cuellar Jr., 67, and Assistant Chief Alejandro Gutierrez, 47, have both appeared before a federal grand jury after turning themselves in. Their indictments have now been unsealed, revealing that they both are accused of misappropriating Webb County Sheriff’s Office funds between 2020 and 2022.
Cuellar is the brother of U.S. Rep. Henry Cuellar (D-Laredo).
According to the indictment, around April 2020 Cuellar opened a for-profit business called Disinfectant Pro Master (DPM), which used resources belonging to the WCSO. He reportedly enlisted Gutierrez and Ricardo Rodriguez, an assistant chief, to assist in the start of the venture that provided disinfecting services to local businesses, residents, and the local school district.
Federal prosecutors allege none of the three made any personal investments in the startup company but used county resources, vehicles, and equipment. DPM also reportedly used county funds on multiple occasions to purchase supplies for the company. Staff from the sheriff’s office were often utilized to conduct the company’s operations during their regularly scheduled shifts according to the indictment.
The indictment also claims records show that payroll was not ever issued from the company to compensate the staff that was utilized to carry out its business.
During its operation, DPM received multiple contracts with local businesses, including a $500,000 contract with the United Independent School District, where Rodriguez served on the school board.
The company eventually closed in August 2022 after UISD did not renew its contract following media coverage and public scrutiny at a school board meeting over the contract being awarded to a board member’s company.
During the duration of the company’s operation, Cuellar, Gutierrez, and Rodriguez each reportedly received over $175,000. It is alleged in the indictment that Cuellar used his revenue to purchase a 10-acre property in Laredo.
As you might expect, Martin Cuellar is a Democrat.
Dwight documents not one but two of state-level Democrat congresscritters (state rep Ayshia “Ajay” Pittman in Oklahoma and former state senator Sonya Jaquez Lewis in Colorado) being involved in forgery scandals.
Nose-ringed leftist “Grace Carol Brown is charged with arson and burglary, and is ‘accused of smashing an exterior window, unlawfully entering the Comal County (TX) Republican Party headquarters, and starting a deliberate fire inside the building’ overnight on January 13/14.”
Oh, for fuck’s sake! “Parents say their trans son killed himself because his church employer wouldn’t let him wear French maid outfit, cat ears.”
Simon Whistler on Every Saudi Gigaproject in Vision 2030. Neom is still a ridiculous pipe dream, and Whistler is far too easily impressed with “zero carbon” claims, but some of these projects are actually worth doing and on-track.
Keir Starmer’s Labour government created the character of Amelia, a purple-haired nationalist Goth girl, for a lame Flash-style game to “combat far right extremism” (i.e., anyone who objects to importing illegal alien Islamist rapists into the UK), but now that she’s been adopted and memed by the right, that move backfired big time.
Louis Rossmann reports that downgrading to an earlier operating system bricks the latest OnePlus Android phone. I’d never heard of OnePlus, but it turns out it’s a Chinese brand, so you shouldn’t be buying it in the first place…
Surprise! American shopping malls aren’t dying off.
Shopping malls, long an economic and cultural fixture of American life, are facing sustained pressure but are not disappearing altogether.
Instead, the sector is undergoing creative destruction, as traditional mall formats give way to new concepts that reflect shifting consumer behavior and market conditions, according to recent industry data.
A research report by Capital One Shopping (COS) outlines the magnitude of the challenge facing the mall sector, citing rising mall closures that remain vacant for an average of nearly four years, as well as vacancy rates that are 112 percent higher than the overall retail vacancy rate.
COS also estimates that as many as 87 percent of large shopping malls could close over the next decade.
At the same time, COS data indicate a reversal of earlier trends. From 2021 through 2025, mall openings exceeded mall closures, suggesting adaptation rather than terminal decline. In 2025 alone, 9,410 new mall stores opened, nearly double the number that closed.
Additional evidence of revival appears in a recent article published by Growth Factor. Author Clyde Christian Anderson reported that indoor mall foot traffic in March 2024 rose 9.7 percent year over year, open-air shopping center traffic increased 10.1 percent, and outlet mall traffic climbed 10.7 percent—each exceeding pre-COVID-19 pandemic levels.
Every book I bought in 2025, most from early in the year when I still had a contract job and money in the bank…
