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【 #C108# 】貴方のサークル「白い狐の住む社」は、2日目・東7 “ Ａ－19ab ”に配置されました！ 続・バニーガール🙌‼️ スタレ・ゼンゼロ・原神の新刊＆抱き枕カバー＆アクスタ出します！ 夏コミケもよろしくお願いします🙏✨ ♦火花wip #崩壊スターレイル#

The narrative that AI will wipe out enterprise SaaS overnight is one of the most misunderstood ideas circulating in markets right now, and the evidence does not support it (Save this). @DavidSacks made this case directly and the logic is worth working through carefully. Salesforce is a system of record debugged by millions of customer support tickets over twenty five years, stress tested across thousands of enterprise deployments and deeply embedded into revenue operations at the largest companies on earth. The idea that a CFO will replace that with probabilistically generated code from an AI assistant without compliance guarantees, integration depth, audit trails, and enterprise support infrastructure is not how these decisions actually get made. The market has been pricing in the existential version of this risk anyway and the results have been extreme. Over $1 trillion in SaaS market cap was erased in the first week of February 2026 alone. Global SaaS spending is still projected to grow from $318 billion in 2025 to $512 billion in 2028 which is not the trajectory of a category being killed. The operating reality is entirely disconnected from the stock price narrative. ServiceNow beat earnings nine consecutive quarters in a row and its stock crashed 11% on the same day. Salesforce raised its full year forecast to $41.5 billion on record results and the stock still fell. Sacks makes an important distinction between survivability risk and value capture risk. The survivability risk, enterprises ripping out Salesforce for AI generated software is largely overstated. The SaaS products genuinely at risk are narrow ones charging high prices for underused features with no proprietary data and low switching costs. The value capture risk is real and it is the more sophisticated threat. AI orchestration layers like Claude CoWork are being designed to sit above all of these tools pulling data from Salesforce, ServiceNow, and Snowflake simultaneously and owning the user's primary workspace in the process. If enterprise users move from living inside Salesforce to living inside an AI agent that calls into those systems on their behalf, the SaaS platforms do not disappear but rather become infrastructure. The expansion revenue, the premium pricing power and the next decade of value creation all migrate to whoever owns that orchestration layer.

IMAGINE A FUTURE WHERE THE CIA SITS ON THE FACT THAT THEY INVENTED BITCOIN UNTIL 1 BTC IS WORTH $100,000,000. THEN THEY SELL SATOSHI’S STASH ($110T), WIPE OUT THE NATIONAL DEBT, AND CEMENT THEIR PLACE IN HISTORY AS THE GREATEST DEEP STATE OPERATION EVER.

So I recently sold all my houses, cars, and most of my physical assets. Told some friends and… well they all think I lost my mind lol I’m not saying world’s gonna end tmr. Those who know me know I’m actually annoyingly optimistic. People say we’re already in a recession but I genuinely think the real correction hasn’t even started. And honestly a crash you’re prepared for is just opportunity. Prep the cash flow now and be ready when it hits. Few months ago I tweeted a 1920-1939 side by side with 2020-now and I was like aha this earth simulation game isn’t even trying to be surprising. America First was literally a 1920s slogan. Middle class getting wiped, kids going hard left, the right cashing in on the backlash, yada yada. Same movie. They didn’t even bother changing the lines. But it’s not just the 1930s. This “coincidental” pattern keeps showing up Every time in history you get this specific set of things at once: > “empire” past its prime but won’t admit it > up and coming power that stopped playing nice > new tech nobody has rules for > wealth gap gone cartoonish > globalization reversing > institutions bleeding trust while pretending everything’s fine UNFORTUNATELY, it’s never ended quietly. Crash, war, usually both. Looking back, 1890-1914 literally looked unstoppable. > globalization booming, tech changing everything > markets ripping, rich getting richer, international trade at record highs > everyone convinced world had become too interconnected for a major war BUT then reality arrived. > 1914 WW I, 1918 spanish flu, 1921-1923 Weimar hyperinflation, 1929 great depression 1939 WW II. Just imagine you’re a civilian living in between any one of those events, literally each one felt like the worst thing that could happen until the next one hit. And I know how this sounds. This random green cat on X reads a bit of history and suddenly thinks the sky is falling. i would’ve scrolled past this a year ago too lol. But just look at how familiar the setup feels rn. A debt spiral. A rising challenger. AI detonating entire industries. Institutional trust collapsing. Millions of young people looking at the future and deciding they got sold a lie. You see it too right? That’s usually not when history calms down. And sure, you’ll say the system survived 2008. Central banks have the tools. The world’s too connected to actually break. You know who said basically the same thing? Everyone in 1913. A famous economist Norman Angell wrote a bestseller arguing war between major powers had become impossible because their economies were too intertwined. And guess what? A year later they were at war. The irony is he wasn't even wrong. The thing everyone pointed to as proof the system was safe ended up being what made the fallout global. Look at the positioning now. Stocks at all time highs. And everyone, I mean everyone, priced like things stay calm forever. Markets, governments, companies, all quietly betting on stability while the ground under it gets shakier every year. Trigger? No idea. Nobody ever knows. Franz Ferdinand (the dude who got shot and basically started WWI) wasn’t on a single dashboard in June 1914. So yea, I sold most of my illiquid assets. Still got stocks and crypto. Stocks prob exiting before end of year. Maybe I look crazy for a year or two. But I’d rather be wrong than be the dude on his knees in financial ruins asking God why he saw the train coming and stayed on the tracks anyway. “This time is different” is probably the most expensive sentence in history. And lately it’s the only thing I hear. And before someone says I’ve lost my mind, ask yourself something. Why do so many billionaires keep buying land in New Zealand? Why do people with private jets, intelligence briefings, and more money than they’ll ever spend keep building backup plans? Maybe they’re paranoid. Maybe I’m paranoid. Or maybe ordinary people are always the ones told everything’s fine right before they become fuel.

Charlie Munger: "I would expect Microsoft and Apple and Alphabet to be strong fifty years from now. Really strong." "[But] it's hard to predict how your world is going to change [in] 70, 80, 90 years. Just think, they wiped out the shareholders of General Motors, they wiped out the shareholders at Kodak. Who in the hell would have predicted that? Technological change can destroy a lot of people."

President Nixon’s administration did not wipe out (or even meaningfully reduce) the U.S. national debt using proceeds from the 1971–1973 U.S. Treasury Gold revaluations. The “Proceeds” and Impact on Debt ⭕️ The 1973 revaluation increased the book value of U.S. gold reserves (then around 260+ million ounces) by roughly $1.2 billion. This created a paper profit that was monetized via gold certificates issued to the Federal Reserve, slightly boosting Treasury cash holdings. ⭕️ Compare this to the national debt: • ~$398 billion in 1971. • ~$458 billion in 1973. ⭕️ The $1.2 billion gain was tiny—less than 0.3% of the debt—and the debt continued to rise in subsequent years due to ongoing deficits, not decline to zero or near-zero. 🎯The Nixon Gold revaluations were not a debt-erasing windfall.

⑅⁺˖- - - - - ⋈ - - - - -˖⁺⑅ 　#IVE# × JR東海 コラボ企画 　コラボ企画オリジナル 　カップスリーブ☕の 　デザインを公開🩷 　⑅⁺˖- - - - - ⋈ - - - - -˖⁺⑅ デザインは全6種！ 🚅新幹線に乗って カップスリーブが当たる抽選 に参加してくださいね🫶 🔗 #推し旅#

last wip then i shan't be seen casually chatting about until i finish... 🔞 🎤🎸 / tillussy / noncon bitching an alpha into an omega / omegaverse / just sicknasty / piss mention idk