Marcus Ubl

The mother complained that her son was not sleeping well, so the father filmed a video to find out why.

Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything. Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's been pricing these companies on chip purchases and GPU count is fundamentally broken. You're valuing the wrong constraint. The bottleneck already moved and the market is still trading like it's 2023. This rewrites the entire capex equation. When $MSFT buys $50B of Nvidia GPUs, the Street celebrates it as "AI investment" and bids up both stocks. But if half those chips sit unpowered for 18 months, the ROI timeline collapses. Every quarter a GPU sits in a dark rack is a quarter it's not generating revenue while simultaneously depreciating in performance relative to whatever Nvidia ships next. You're paying data center construction costs and chip depreciation with zero offset. The players who actually win this are whoever locked in power purchase agreements 3-4 years ago when nobody was thinking about hundreds of megawatts for inference clusters. The hyperscalers who moved early on utility partnerships or built their own generation capacity have structural leverage that cannot be replicated on any reasonable timeframe. You can order 100,000 GPUs and get delivery in 6 months. You cannot order 500 megawatts and get it online in 6 months. That takes years of permitting, construction, grid connection, and regulatory approval. Satya's point about not wanting to overbuy one GPU generation is the second critical insight everyone is missing. Nvidia's release cycle compressed from 2+ years to basically annual. Which means a GPU purchased today has maybe 12-18 months of performance leadership before it's outdated. If you can't deploy it immediately, you're buying an asset that's already depreciating against future products before it earns anything. The gap between purchase and deployment is now expensive in a way it wasn't when Moore's Law was slower. The refresh cycle compression also means whoever can deploy fastest captures disproportionate value. If you can energize new capacity in 6 months vs 24 months, you get 18 extra months of premium inference pricing before competitors catch up. Speed to deployment is now a direct multiplier on chip purchase ROI, which means the vertically integrated players with their own power and real estate can move faster than anyone relying on third party data centers or utility hookups. What makes this really interesting is it changes the competitive moat structure completely. The old moat was model quality and algorithm improvements. The new moat is physical infrastructure and energy access. You can train a better model in 6 months. You cannot build a powered data center in 6 months. This is the kind of constraint that persists for years and creates durable separation between winners and losers.

“Today is today. And yesterday was today yesterday. Tomorrow will be today tomorrow. So live today so that future today will past today, as it is tomorrow.” — Kamala for President, 200 IQ

Let's talk about @KamalaHarris saying "to see what can be, unburdened by what has been." This phrase, which she repeats all the time, is not mysterious. It's esoteric. That is, it's occult. It's a Marxist and Luciferian incantation, and that's easily seen. xitter.cf/GeniusBotX/status/1808…

Award-winning journalist, Alex Newman: The "human-induced global warming" narrative is merely a pretext for unelected globalists to control every aspect of your life, under the guise of "saving the planet". "The notion that CO2 is pollution is absolutely preposterous... The idea that [it's] going to destroy the planet or change the temperature of the Earth is totally ludicrous. But from a totalitarian perspective, if you can convince people that CO2 is pollution, there's no human activity that doesn't result in CO2 emissions, including living, including dying, turning on a light switch." "Every single aspect of your life, then, if we submit to the idea that CO2 is pollution, then comes under the regulatory control of the people who claim to be saving us from pollution." Watch the full video: theepochtimes.com/epochtv/th… For more content like this, visit: wide-awake-media.com #ClimateScam #NetZero

The best evidence shows no effect of N95s on respiratory viral infection, even among healthcare workers who know how to wear N95s properly. Yet we are told by "experts" that we should mask up using N95s for the next "wave" of COVID19. This is hygiene theater. Do not comply.

MAUI LOCAL REVEALS POLICE BLOCKED ESCAPE ROUTS DURING FIRE ⚠️

Everyone who fears a climate catastrophe needs to read this in-depth (but easy to read) analysis: CO2 v water vapour v methane, etc. Then, make up your own mind: Are we falling off a "climate cliff", or are governments pushing us off, for money/power? wattsupwiththat.com/2022/02/…

Nearly every solar panel in this solar farm in Nebraska was destroyed in a hailstorm. Nearly all will all be taken to a landfill as it is not economical to recycle the metals and minerals used to produce them. So much for “renewable energy”. cowboystatedaily.com/2023/07…

This tik tok had close to $1 million views last night and over 25k retweets and, in 24 hours, was pulled down @JanJekielek Do we still believe this is about a virus? They who want to control don’t want you to make discoveries. I tried to repost it, and it says “ under review” … UNDER review by WHO? I am leading the Microbiome Research clinically. Who else knows what Blautia or Roseburia does or what they are, or is it normal to have them? Please teach me... Here’s my advice; EDUCATE YOURSELF to stay alive. This is NOT about health… If it was... “discovering the loss of Bifidobacteria in severe covid patients would have hit mainstream media.” They would have pushed vitamins, exercise, and gut health for you to survive Covid. This is about control. This is about removing your freedom to speak and freedom to choose. Unite to fight for the truth. Stop the division. Your politician will not save you. @Progenabiome was created to empower you, to #letdrsbedrs, to #Savethebif. This is my life’s mission NOW!! The moment they interfered with my research, they woke me up, and I am a hurricane in research. #WATCHME #ROAR.. No Dr will innovate if this continues... No Dr will try a drug or a treatment if medicine continues to be political. We cannot afford to interfere with research because we all will be patients. Research needs to be pure and unbiased and we MUST be able to challenge the narrative.