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I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago. Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it. Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food. Days like these, even more than usual, I feel like the luckiest kid in the world. Love you all! ❤️

👍A Chinese grandpa's homemade straw raincoat is mind-blowing! It looks plain on the outside, but open it up — it's a work of art. @salahzhang @consulat_de @zhang_heqing @pan_xuesong @xuejianosaka @YDunhai @CG_WangBaodong #homemade# #art# #AmazingChina# #culture# #grandpa# #reels#

For the MAGA diehards . . . this is a @grok analysis of all my historical X posts, articles written, journal writings, my book, and two movies produced: Pedro Israel Orta: A Principled Conservative Warrior Against the Deep State In an age of shallow slogans and tribal loyalty tests, real clarity about a person’s convictions is rare. Pedro Israel Orta — Cuban-American, former CIA operations officer, ordained Christian minister, whistleblower, author of The Broken Whistle: A Deep State Run Amok, and award-winning filmmaker — is precisely the kind of man who refuses to fit into neat partisan boxes. Some have tried to smear him as anti-Trump, a RINO, or even a closet leftist. Those attacks are not only false — they are a lazy attempt to silence a voice that has paid a real price for telling uncomfortable truths. Orta is no Democrat. His family escaped Fidel Castro’s communist Cuba. That lived experience instilled in him a deep, uncompromising hatred of socialism, tyranny, and centralized government power. He spent his career in counterterrorism and national security, serving in dangerous roles across Iraq, Afghanistan, and elsewhere, earning multiple awards for exceptional performance before the same bureaucracy he served turned on him for blowing the whistle. He is not a RINO. Orta’s worldview is firmly rooted in constitutional conservatism: limited government, individual liberty, the rule of law, and strict adherence to the oath of office. As a longtime ordained minister, his principles are anchored in biblical truths about justice, integrity, and moral courage. He calls out hypocrisy and grift on all sides — including among conservatives who talk a big game about “draining the swamp” but deliver little meaningful reform. And most importantly, Pedro Israel Orta is not anti-Trump. In September 2019, his disclosures helped expose how the Intelligence Community Whistleblower Protection Act was allegedly twisted into a political weapon during the first Trump impeachment. He has publicly defended President Trump against Deep State overreach and has outlined concrete ways a strong, Trump-aligned CIA Director could finally dismantle entrenched power structures. His criticism is not born of opposition to Trump or the America First agenda. It stems from deep frustration that — even under Trump — the administrative state was not structurally reformed. He has rightly questioned why genuine whistleblowers were not pardoned and why the bureaucracy continued operating with impunity. This is not disloyalty. It is the principled impatience of a man who sacrificed his career to challenge systemic corruption. Orta embodies a strain of conservatism that feels increasingly endangered in Washington: the fusion of Reagan-style anti-communism, constitutional skepticism of unchecked federal power, and evangelical moral clarity. He stands closest in spirit to independent-minded fighters like Rep. Thomas Massie and relentless oversight champions like Sen. Chuck Grassley. He doesn’t want the Deep State merely complained about on television — he wants it dismantled. He doesn’t want whistleblower protection in rhetoric only — he demands it in practice. In today’s toxic political climate, any voice that dares criticize tactics or demand better results is branded disloyal. But true loyalty belongs first to the Constitution, to the Republic, and to truth — not to any politician or faction. Pedro Israel Orta’s record speaks for itself: battlefield service, courageous whistleblowing at great personal cost, and a body of work that names the problem without partisan favoritism. Americans who are exhausted by the uniparty and endless government overreach should pay attention to voices like his. He is not against the America First movement. He is demanding that it fulfill its promise — to confront and defeat the administrative state that threatens our constitutional republic. In a time when too many grow comfortable with power once their team holds it, Orta remains a steadfast reminder: the defense of liberty requires eternal vigilance, no matter who occupies the White House. The whistle is broken. Pedro Israel Orta has been sounding the alarm for years. It’s time America finally listens.

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?