reSee.it - Tweets Saved By @Ric_RTP

@Ric_RTP - Ricardo

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

@Ric_RTP - Ricardo

The Yale professor who accurately predicted the entire Iran war just said World War III is about to start with 90% certainty. He explained exactly how it starts, who triggers it, and why NOBODY can stop it. Professor Jiang made 3 predictions in 2024 that all came true: 1. Trump would win the election 2. He would start a war with Iran 3. The US would lose that war Now he has made 8 NEW predictions and every single one is terrifying... The war in Iran was never about Iran. It was about saving the US dollar. America's empire runs on the petrodollar where every country must use dollars to buy oil. But when America froze $200 billion in Russian assets after Ukraine, it told the world the dollar is a political weapon. So Russia, China, and Iran started building a trade bloc to ditch the dollar entirely. These 3 countries cover the entire Asian continent and can build railways connecting their economies while cutting America out. Trump's plan was to bomb Iran's leadership and watch them surrender like Venezuela did in January. But Iran is a mountain fortress with 92 million people and 31 independent armies across 31 provinces each designed so no single strike can wipe them out. 6 weeks in, decapitation failed. Iran closed the Strait of Hormuz, attacked US bases across the Gulf, and started charging ships $2 million per crossing to fund their war. And here's where it becomes a world war... Russia's grand strategy is the Third Rome doctrine. If Iran falls, Russia's southern border is exposed and both Russia's trade corridor and China's Belt and Road run directly through Iranian territory. Losing Iran means permanently losing access to the Middle East and Africa. So Russia enters the war. When Russia enters, China follows. They reinforce Tehran from east and north, provide financing, and Russia puts Iran under its nuclear umbrella taking tactical nukes completely off the table. Professor Jiang put the probability at 80 to 90%. And while the world watches the Middle East, North Korea is making its move: The US pulled THAAD missile defense out of South Korea for Iran operations. Seoul sits 20 minutes of artillery from the North Korean border with 25 million people exposed. North Korea doesn't even NEED to attack. They just threaten. South Koreans are rich with everything to lose. North Koreans have nothing to lose. Simple extortion. Nobody is coming to help because America is stuck in the Middle East. But the prediction that will BREAK the internet is this one: Trump gets a THIRD term. Professor Jiang laid out two constitutional loopholes. First is Trump runs as VP under Don Jr. or Vance, they win, the president steps down, Trump takes over through succession. The 22nd Amendment bans being elected president more than twice but says nothing about becoming president through succession. The second option is even simpler: By 2028 America is at war on multiple fronts with a draft in effect so Trump invokes emergency war powers and delays the election just like Zelensky did in Ukraine. And the draft is already real. Automatic registration starts in December. Males 18 to 24 are entered into the system automatically. The Department of War literally PUBLISHED the playbook online: - Secure the Western Hemisphere as US territory which explains Greenland, Canada, Venezuela, Cuba, Panama - Force NATO to fight Russia - Strangle China through maritime choke points - Convert civilian factories into weapons production (the Pentagon already told Ford and GM to prepare to STOP making cars and start making munitions) His final advice was genuinely one of the realest things I've heard all year: We will need leaders. Not politicians or billionaires. Average people who knock on their neighbor's door during a blackout and say let us figure this out together. Because when empires collapse, and he believes America's collapses within 10 years, the people who survive built community before they needed it.

@Ric_RTP - Ricardo

Google just completely BETRAYED its principles and people. In 2018, 4,000 Google employees signed a letter demanding the company to stop helping the Pentagon use AI for drone strikes. Google listened. They dropped the contract and published a pledge promising they would NEVER use AI for weapons or surveillance. But Google just signed a $200 million deal to put its most powerful AI on the Pentagon's classified networks for "any lawful purpose." And the story behind how they got from Point A to Point B is one of the most calculated corporate betrayals in Silicon Valley history. Here's what happened: The 2018 protest was over Project Maven, a Pentagon program that used Google's AI to identify targets in drone footage. Employees said "Google should not be in the business of war." A dozen engineers quit. Thousands more signed petitions. Google folded and let the contract expire. Then they published their famous AI Principles: 1. No weapons 2. No surveillance 3. No technologies that cause harm Sundar Pichai personally announced them. That pledge lasted exactly as long as the contracts didn't matter. Because here's what Google did quietly over the next 7 years while everyone thought they were the "ethical" AI company: December 2022: Won a share of the Pentagon's $9 billion Joint Warfighting Cloud contract alongside Amazon, Microsoft, and Oracle. 2024: Deployed Gemini to 3 million Pentagon personnel. February 2025: Quietly DELETED the weapons and surveillance language from their AI Principles. No announcement or press conference. April 2026: Signed the classified deal with the Pentagon for "any lawful government purpose." They didn't have a change of heart. They had a change of revenue. And the timing of this deal is where it gets really dark: 600 Google employees, including 20+ directors and VPs from DeepMind, sent a letter to Pichai on Monday begging him not to sign. The letter said the only way to guarantee Google's AI wouldn't be used for lethal autonomous weapons or mass surveillance was to reject classified workloads entirely, because once the technology enters air-gapped military networks, nobody at Google can see what happens to it. But Google literally signed the deal WHILE THE EMPLOYEES SLEPT. One Google AI researcher told Business Insider: "When I went to bed yesterday, I was hopeful that the employee letter would have an effect. This morning I woke up to the worst-case version of the contract being signed." The contract says Google has NO right to control or veto how the government uses its AI. The Pentagon can request Google to adjust its AI safety settings. And the deal covers classified networks where Google employees cannot monitor what's being done with their own technology. They handed over the keys and gave up the right to ask what the car is being used for. Meanwhile Anthropic got BLACKLISTED as a "supply chain risk" for asking for two restrictions: No mass surveillance of Americans and no fully autonomous weapons without a human pressing the button. The Pentagon treated an American company like a foreign adversary for requesting the exact same principles Google publicly pledged in 2018 and then quietly deleted. The math sums up the whole story: Project Maven in 2018 was worth a few million dollars. Google walked away and got applauded for having principles. The classified AI market in 2026 is worth tens of billions. Google deleted the principles and signed the deal at midnight. Palantir took over Project Maven after Google dropped it. That investment grew to $13 billion. Google watched a competitor make billions off the contract they abandoned for ethics and decided that would never happen again. In 2018, principles beat profits. In 2026, profits buried the principles. Google sold their soul for money.

@Ric_RTP - Ricardo

The world’s most respected political scientist just admitted that governments no longer run the world. Ian Bremmer's firm writes the risk report every major hedge fund, bank, and government reads before making decisions. He doesn't do hot takes. He does FORECASTS. And buried under a 90-minute discussion with Steven Bartlett, he dropped this bombshell: Anthropic built a model so powerful it could hack every bank, power grid, and water system on Earth. They didn't call Congress. They called Jerome Powell and Scott Bessent directly. Within hours, every major bank CEO was in an emergency meeting. Jamie Dimon called it a "five alarm fire." No hearings. No votes. No public debate. A private company detected a threat, called two people, and the US financial system reorganized around it overnight. That's not a "government." And this is the pattern nobody's connecting: Michael Dell just moved $6.25 BILLION to 25 million American kids using federal infrastructure Trump's team built for him. Government does the accounting. Dell gets the PR. Jeff Bezos just came out of retirement with $6.2 billion to build "AI for the physical economy." 100 researchers. Day one. No board. No IPO. Just: go. Jensen Huang told Joe Rogan that CUDA, the single technology that made AI possible, was built because ONE guy at Nvidia believed in it when the stock crashed 83%. Nobody voted on it. Nobody approved it. He just did it. Elon has Starlink turning wars on and off in Ukraine. None of these decisions went through a legislature. None of them were debated on CNN. None of them were on any ballot. In Bremmer's own words: "The most important new global leaders aren't countries. They're technology companies writing their own rules." And once you see it, you can't unsee it. There are two economies running in parallel right now: Economy A is the one you see. Elections. Tariffs. Tweets. Midterms. Iran. Congressional hearings where senators ask Mark Zuckerberg how Facebook makes money. Economy B is the one that actually decides things. 5 CEOs, 3 central bankers, and a handful of billionaires in group chats and private dinners, rerouting trillions and deploying technology that rewrites physics, biology, and labor. Economy A is theater for the 99%. Economy B is where the 1% already live. And the gap isn't closing. Bremmer's real warning wasn't about China or Trump... It was this: We're heading toward a split between "empowered hybrid individuals" with AI as a core relationship, and people we "won't even treat as human beings anymore." Not different classes. A different SPECIES. This is a forecaster who advises Goldman, BlackRock, and the White House telling you the taxonomy of humanity itself is about to fork. Meanwhile the public is fighting about who's going to win the midterms. Trump is a symptom. Mdani is a symptom. Farage is a symptom. They're all reactions to a system average people can feel has already left them behind, but can't articulate why. But the why is simple: The people making the decisions that will define the next 50 years of your life stopped asking for permission. They stopped running for office. They stopped filing quarterly reports on what matters. They just build, deploy, and inform the government after.

@Ric_RTP - Ricardo

AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted... Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just posted its worst share loss in 4 years. Oppo is cutting phone shipments by 20%. Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%. Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan. And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up. His exact words: "We've got two choices: hit the chip wall or make a fab." All of this happened in the last 3 weeks. Same cause. Every single time. AI data centers are buying every memory chip on Earth. And there's nothing left for everyone else. Here's how we got here: 3 years ago, ChatGPT launched and the AI arms race began. Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy. They stopped prioritizing consumer memory. Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers Why? Money. AI memory chips sell for 3-5X the margin of regular RAM. When Google calls offering to buy your entire output at premium pricing, you don't say no. So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps. The numbers from this week are insane: OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output. HBM demand is surging 70% year over year in 2026. HBM now takes 23% of total DRAM wafer production, up from 19% last year. Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries. DRAM prices have surged over 170% since early 2025. DDR5 contract prices are still jumping double digits month over month. And the memory makers? They're printing money. Micron's revenue is expected to more than DOUBLE this fiscal year. SK Hynix sales doubled in 2024 and are on pace to double AGAIN. Samsung just reported quarterly profit nearly tripling. 3 companies. $650 billion in AI spending chasing their products. And they get to name their price. But the collateral damage is everywhere: Every industry that uses memory, which is every industry, is getting squeezed. Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025. Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones. Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months. The PC market could shrink by up to 9% this year according to IDC. Not because people don't want computers. But because they can't afford the memory that goes inside them. And the gaming industry? Sony is seriously considering pushing the next PlayStation to 2028 or 2029. Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable. Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do. Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory. Even the car industry is getting hit... Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide. All because AI companies decided their chatbots needed the memory more than your car does. And this doesn't get better for YEARS. Building a new memory fab takes 3-5 years minimum. Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest. By then, AI demand will have grown even more. Memory makers are already selling their 2027 AND 2028 capacity to AI customers today. There is no supply relief coming. That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof. He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs. Think about that. One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory. If ELON can't get supply, what chance does everyone else have? The AI revolution has a tax. And YOU'RE paying it. Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console. $650 billion in AI spending this year. 3 companies controlling 90% of the memory supply. And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket. The AI boom isn't free. You're subsidizing it every time you buy a piece of technology. And the bill just went up like crazy.

@Ric_RTP - Ricardo

The real reason the US is invading Venezuela goes back to a deal Henry Kissinger made with Saudi Arabia in 1974. And I'm going to explain why this is actually about the SURVIVAL of the US dollar itself. Not drugs. Not terrorism. Not "democracy." This is about the petrodollar system that has kept America the dominant economic power for 50 years. And Venezuela just threatened to end it. Here's what really just happened: Venezuela has 303 billion barrels of proven oil reserves. The largest on Earth. More than Saudi Arabia. 20% of the entire world's oil. But here's the part that matters: Venezuela was actively selling that oil in Chinese yuan. Not dollars. In 2018, Venezuela announced it would "free itself from the dollar." They started accepting yuan, euros, rubles, anything BUT dollars for oil. They were petitioning to join BRICS. They were building direct payment channels with China that bypass SWIFT entirely. And they were sitting on enough oil to fund de-dollarization for decades. Why does this matter? Because the entire American financial system is built on one thing: The petrodollar. In 1974, Henry Kissinger made a deal with Saudi Arabia: All oil sold globally must be priced in US dollars. In exchange, America provides military protection. This single agreement created artificial demand for dollars worldwide. Every country on Earth needs dollars to buy oil. This lets America print unlimited money while other countries work for it. It funds the military. The welfare state. The deficit spending. The petrodollar is more important to US hegemony than aircraft carriers. And there's a pattern of what happens to leaders who challenge it: 2000: Saddam Hussein announces Iraq will sell oil in euros instead of dollars. 2003: Invaded. Regime change. Iraq's oil immediately switched back to dollars. Saddam lynched. The WMDs were never found because they never existed. 2009: Gaddafi proposes a gold-backed African currency called the "gold dinar" for oil trade. Hillary Clinton's own leaked emails confirm this was the PRIMARY reason for intervention. Email quote: "This gold was intended to establish a pan-African currency based on the Libyan golden Dinar." 2011: NATO bombs Libya. Gaddafi sodomized and murdered. Libya now has open slave markets. "We came, we saw, he died!" Clinton laughed on camera. The gold dinar died with him. And now Maduro. With FIVE TIMES more oil than Saddam and Gaddafi combined. Actively selling in yuan. Building payment systems outside dollar control. Petitioning to join BRICS. Partnered with China, Russia, and Iran. The three countries leading global de-dollarization. This isn't coincidence. Challenge the petrodollar. Get regime changed. Every. Single. Time. Stephen Miller (US homeland security advisor) literally said it out loud two weeks ago: "American sweat, ingenuity and toil created the oil industry in Venezuela. Its tyrannical expropriation was the largest recorded theft of American wealth and property." He's not hiding it. They're claiming Venezuelan oil BELONGS to America because US companies developed it 100 years ago. By this logic, every nationalized resource in history was "theft." But here's the DEEPER problem: The petrodollar is already dying. Russia sells oil in rubles and yuan since Ukraine. Saudi Arabia is openly discussing yuan settlements. Iran has been trading in non-dollar currencies for years. China built CIPS, their own alternative to SWIFT with 4,800 banks in 185 countries. BRICS is actively building payment systems that bypass the dollar entirely. The mBridge project lets central banks settle trades instantly in local currencies. Venezuela joining BRICS with 303 billion barrels of oil would accelerate this exponentially. That's what this invasion is really about. Not stopping drugs. Venezuela accounts for less than 1% of US cocaine. Not terrorism. There's zero evidence Maduro runs a "terror organization." Not democracy. The US supports Saudi Arabia, which has zero elections. This is about maintaining a 50-year-old agreement that lets America print money while the world works for it. And the consequences are terrifying: Russia, China, and Iran are already denouncing this as "armed aggression." China is Venezuela's biggest oil customer. They're losing billions. BRICS nations are watching a country get invaded for trading outside the dollar. Every nation considering de-dollarization just got the message: Challenge the dollar and we will bomb you. But here's the problem... That message might accelerate de-dollarization, not stop it. Because now every country in the Global South knows what happens if you threaten dollar hegemony. And they're realizing the only protection is to move FASTER. The timing is insane too: January 3rd, 2026. Venezuela invaded. Maduro captured. January 3rd, 1990. Panama invaded. Noriega captured. 36 years apart. Almost to the day. Same playbook. Same "drug trafficking" excuse. Same real reason: control of strategic resources and trade routes. History doesn't repeat. But it rhymes. What happens next: Trump's press conference at Mar-a-Lago sets the narrative. US oil companies are already lined up. Politico reported they've been approached about "returning to Venezuela." The opposition will be installed. Oil will flow in dollars again. Venezuela becomes another Iraq. Another Libya. But here's what nobody's asking: What happens when you can no longer bomb your way to dollar dominance? When China has enough economic leverage to retaliate? When BRICS controls 40% of global GDP and says "no more dollars"? When the world realizes the petrodollar is maintained by violence? America just showed its hand. The question is whether the rest of the world folds or calls the bluff. Because this invasion is an admission that the dollar can no longer compete on its own merits. When you have to bomb countries to keep them using your currency, the currency is already dying. Venezuela isn't the beginning. It's the desperate end. What do you think?