The western powers appear to be making competing determined bids to keep up narrative management, and it is extremely exhausting to parse the distinction between deliberate deception, delusion, and what’s simply plain dipshittery.

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I’ll discuss Europe and the Trump’s administration’s efforts in future posts, however this put up will take a look at Israel’s efforts on what Alistair Criminal calls their “eighth entrance:” their battle to manage the narrative in the US. Criminal additionally insists they’re shedding in that battle. The Occasions of Israel agrees.

Additionally a be aware re the sourcing and quotes on this put up. The narrative is being contested on-line. It’s been my follow to make use of X.com (previously Twitter) and YouTube to observe different social media equivalent to Instagram, TikTok, Telegram, Twitch, and many others.

A lot of this story is being contested on Twitter so this put up incorporates a increased than ordinary % of Twitter embeds, apologies if that’s inconvenient for you. Should you’d like me to cite from the tweets individually please let me know within the feedback.

I’m additionally embedding tweets from quite a lot of sources, embeds aren’t endorsements. A few of these accounts are nameless and none of them (or any supply) ought to ever be trusted implicitly, nor are they essentially “allies” of this group (if there’s such a factor). I’ve tried to pick out related sources and well-documented posts that advance the story I’m making an attempt to inform.

Israel’s determined push to keep up narrative management within the U.S.

Many are, together with the President of Iran, anticipating a renewed Israeli assault on Iran and help for Israel plummeting within the U.S., particularly amongst Democrats and younger folks, together with younger Republicans.

Understandably, these two elements have Israeli Prime Minister Bibi Netanyahu ramping up his efforts to manage the narrative in America.

Tucker Carlson went on Glenn Greenwald’s Rumble channel and claimed that Netanyahu is “going across the Center East” and bragging that he controls the U.S. and Donald Trump.

This isn’t the conduct of a safe participant, assured in his powers. That is the voice of harmful desperation, delusion and perhaps some dipshittery too.

Bibi’s has additionally been assembly with influencers and bragging brazenly about Israel’s management of TikTok (through the Oracle acquisition) and X.com.

I’ll quote the Aaron Mate tweet that he used to introduce the under: “Liberals and plenty of progressives spent years fixated on legendary Russian oligarchs controlling US democracy and equally legendary “Russian interference” flooding our info system.

“All alongside, the precise international interference was proper in entrance of their dupe faces:”

Influencer Dipshittery

Whereas not as essential because the TikTok deal, Netanyahu has additionally launched into an “influencer-heavy” method to influencing younger American public opinion.

Not solely do social media influences attain a a number of of Individuals underneath 35 than that reached by the MSM, influencers are additionally usually blind to politics and typically completely amoral and due to this fact completely satisfied to enroll to help genocide.

Bibi just lately hosted numerous American influencers. The Prime Minister of Israel official X account tweeted Bibi’s trophy photographs from the assembly:

Naturally on-line critics of Israel have been fast to doc which influencers Bibi obtained to, right here’s one effort by a right-wing X person (the thread on X contains later additions):

A few of these persons are actual gems:

Completely different Emily however this one obtained proper to work cranking out actual cringe on behalf of Bibi, she’s additionally connected with Hollywood brokers:

We’ll have extra from Max on Israel’s Hollywood strikes additional down within the put up.

However I wished to share another seeming fail from one other of Bibi’s newly activated influencers, social media shouldn’t be sending their greatest:

There’s additionally the crucial matter of getting the fitting particular person within the Turning Level USA frontman function as soon as crammed by Charlie Kirk.

Let’s not neglect that Netanyahu was one of many first to put up in regards to the dying of Kirk, with a really polished tweet, written on a day when Israel was engaged in army assaults on seven neighbors.

He’s since gone on to disclaim that Israel had any function in Kirk’s dying:

The massively common libertarian comedian Tim Dillon mentioned Bibi’s denials with Max Blumenthal:

Ben Shapiro is working the present at TPUSA. He was fast to announce it, when it comes to “selecting up the blood-stained mic”, posting on September 11, the day after Kirk’s dying.

He’s been accused of shopping for that controlling function on the group, a transfer that was sewed up by September 15.

Provided that Shapiro’s Day by day Wire has allegedly been declining in viewership (Google developments) since he misplaced Candace Owens over her opposition to Gaza, however he wants a contemporary gentile face to be a reputable frontman for the younger MAGA crowd:

Hollyhand additionally seems backed by staffers for some infamous AIPAC US Congressmen:

And Hollyhand actually must be seen on to be believed. He reeks of the cultural tropes of the Previous South aristocracy (ie the slave lords), a caste that has wealth and energy however hasn’t had important cultural affect within the U.S. for the reason that Civil Battle:

On the College of Texas we’d describe somebody like Hollyhand as “laying aside sturdy Kappa Alpha, Birmingham chapter, vibes.”

UPDATE: Hollyhand is likely to be overstating his relationship with TPSUA.

Hollywood Hasbara

And it’s not simply influencers, there’s loads of work to be carried out on the MSM facet and Israel has been busy there, too. Max Blumenthal tweeted an inventory of “Hollywood hasbara”:

Paramount is all in, there’s this documentary:

And a brand new mini-series on October 7, per The Hollywood Reporter:

Paramount+ has launched the harrowing first trailer for an upcoming four-part restricted sequence depicting the Oct. 7, 2023 tragedy in Israel.

The venture is titled Crimson Alert and it portrays the most important and deadliest bloodbath in Israel’s historical past, when greater than 1,200 concert-goers, households and people close to the Gaza border have been murdered and 250 have been kidnapped by Hamas. The present’s manufacturing credit embrace Pulp Fiction producer Lawrence Bender and Homeland producer Keshet Media Group.

Crimson Alert is “attracts from the true experiences of those that survived and weaves their brave private tales right into a cinematic narrative of the devastating terrorist assault that turned southern Israel right into a battle zone, testing humanity and forging heroism by way of chaos.”

Kirk’s dying has slowed at the least one Hollywood hasbara effort, per the New York Occasions:

Apple TV+ has postponed the discharge of its present “The Savant,” starring Jessica Chastain as an undercover investigator who infiltrates on-line hate teams to cease mass shootings. The present was set to start streaming its first two episodes on Friday.

Apple didn’t give a motive for its postponement, which it introduced on Tuesday, saying in a quick assertion solely that the choice was made after “cautious consideration.” It didn’t announce a brand new launch date.

Two folks with data of the discussions mentioned that the corporate was reluctant to launch the present within the present political local weather, after the assassination of Charlie Kirk this month.

An important of all: Oracle, Paramount, and TikTok

I’ll shut with what I opened with, the significance to Netanyahu and Israel of the brand new TikTok possession.

Israel is at the moment being blamed for the wave of anti-Chinese language propaganda that supplied the ostensible motive for final yr’s U.S. Congressional vote to ban TikTok until it modified house owners:

We additionally should focus on the function of Larry Ellison, David Ellison and the brand new Oracle nepo-ownership of Paramount in pulling that off.

Wired is quoting “a Trump advisor” who calls Larry Ellison, a “Shadow president”:

In an age the place human consideration is maybe the world’s most respected commodity, the Ellisons may very well be accountable for virtually every part a modern-day pseudo robber barron might need by the top of this yr or quickly after. I spoke with sources who’ve handled Ellison—in addition to others who know his son, David—to get a way of how he operates. And he operates rather a lot recently…

There’s his pending dominance over vertical video with a key function within the proposed new possession consortium for the US model of TikTok, for which Oracle’s servers already present internet hosting. There’s airwave domination, with a information and leisure behemoth underneath his son’s management following the merger of David’s Skydance and Paramount—which could presumably embrace the keys to not solely CBS, but in addition CNN, if Skydance really places in a bid and succeeds in a possible acquisition of Warner Brothers-Discovery. The empire spans from the sweaty ground of the octagon after buying US broadcast rights to the Final Preventing Championship (additionally underneath Paramount) all the best way to the clay soil of Abilene, Texas, dwelling of OpenAI’s Stargate knowledge middle venture led by Oracle and Softbank. Oracle can be linked to a $100 billion take care of Nvidia and OpenAI introduced Monday.

The Ellison household is cornering the market on consideration and knowledge the best way the Vanderbilts did railroads and the Rockefellers did oil.

I’ve posted beforehand about Ellison, Oracle, Paramount, Israel, and the Trump administration.

I’ve additionally beforehand posted in regards to the function of the Trump administration in pressuring Paramount’s earlier proprietor Shari Redstone to promote to the Ellisons.

I’ve additionally cited the work of The MMA Draw which defined the function of Ellison ally Ari Emanuel in getting Trump to help that transfer.

Emanuel is a high Trump insider, a fight sports activities multi-monopolist (combined martial arts, professional wrestling, and shifting to take over boxing), Hollywood energy dealer, and brother of Democratic presidential aspirant Rahm Emanuel.

Emanuel can be on the middle of an internet of financiers that’s deeply concerned within the new Paramount, per Zach Arnold at The MMA Draw:

Ari Emanuel is concentrated completely on controlling the politics and the plumbing of media pipes. He has deep ties to ESPN & Netflix. There are nonetheless ties with NBCUniversal. And now Paramount is on the desk.

For the reason that take-private of Endeavor, Gerry Cardinale of Redbird Capital has emerged as Ari Emanuel’s key monetary muscle. Redbird Capital is a precept investor in Skydance, the Larry & David Ellison store that’s taking up Paramount from Shari Redstone.

Guess who’s now going to be working administration in Paramount? Guess who’s going to be on Paramount’s Board of Administrators?

Andy Gordon, former heavyweight from Goldman Sachs, is now COO and Chief Strategist (Redbird) at Paramount. Justin Hamill, Chief Authorized Officer of Silver Lake, goes to be on Paramount’s BOD. Silver Lake and Mubadala are the principle financiers behind Endeavor.

Heads, Ari wins; tails, you lose. That’s how this works.

Mubadala is the UAE’s monetary car and Silver Lake (which owns most of WME Group, the dad or mum firm of Emanuel’s struggle empire TKO) is reportedly to be Oracle’s new associate within the TikTok acquisition:

A gaggle of three traders, together with Oracle and private-equity agency Silver Lake, will take a roughly 50% stake in TikTok U.S., a supply accustomed to the deal mentioned on Thursday.

A gaggle of present shareholders in TikTok’s Chinese language dad or mum, ByteDance, will maintain a roughly 30% stake, the supply mentioned. Amongst ByteDance’s present traders are Susquehanna Worldwide Group, Basic Atlantic and KKR.
…
CNBC reported earlier that Abu Dhabi-based MGX, Oracle and Silver Lake are poised to be the principle traders in TikTok U.S. with a mixed 45% possession, citing sources.

MGX didn’t instantly reply to a Reuters request for touch upon the CNBC report.

MGX is a man-made intelligence funding agency and a associate of Silver Lake, and falls underneath the purview of Sheikh Tahnoon bin Zayed Al Nahyan, the United Arab Emirates’ nationwide safety adviser and brother of the President Mohamed bin Zayed Al Nahyan.

The AI and surveillance delusions of Larry Ellison

It’s pretty effectively established that Israeli PM Netanyahu is delusional on many matters whether or not it’s Israel’s standing as a world energy, Israel’s skill to chop off commerce with Egypt, or his imaginative and prescient of Israel as a autarkic “Tremendous-Sparta.”

I do wish to spotlight the basic desperation that’s driving Netanyahu, as Imran Khalid ably described in Could:

By now, it ought to shock nobody that Benjamin Netanyahu prefers the echo chamber of his personal making to the worldwide refrain demanding accountability. The Israeli prime minister, clinging to workplace as tenaciously as he clings to delusion, has managed to put himself among the many most cynically manipulative leaders of our time, a person who governs not by imaginative and prescient, however by vindictiveness.

As soon as vaunted as a statesman within the mould of Churchill, Netanyahu now extra intently resembles a bunker-dwelling autocrat, lashing out at allies and adversaries alike as his credibility collapses underneath the load of his personal contradictions.
…
Netanyahu thrives in disaster, to not resolve it however to delay it, utilizing chaos as a protect towards the ever-looming specter of his personal political demise. With corruption prices nonetheless dogging him and public opinion slipping, he has normal Gaza into each a battlefield and a diversion.
…
He’s a pacesetter in free fall, dragging his nation with him, more and more deserted by allies, and but nonetheless believing himself the indispensable man. The tragedy shouldn’t be solely his. It belongs to Israel—and to all these, Palestinian and Israeli alike, who should reside with the results of his delusions.

However I’d somewhat give attention to among the delusions and desperation that could be driving Larry Ellison.

First, he’s changing into fairly effectively generally known as one of many main spokesmen (alongside Palantir’s Alex Karp and Peter Thiel) for a imaginative and prescient of safety by way of surveillance:

The above could also be deception somewhat than delusion, but when so, Ellison is revealing an awesome deal about himself to the general public and its being broadly used towards him and his allies (I’ll focus on the backlash to Oracle’s function within the UK’s simply introduced Digital ID plan in my subsequent put up tomorrow morning).

As for the desperation, effectively Oracle is taking out billions of {dollars} in debt to pay for his or her AI aspirations, per Yahoo Finance on Sept. 24:

Oracle Corp. bought $18 billion US investment-grade bonds on Wednesday, the market’s second-largest deal this yr, because the software program maker ramps up its spending to satisfy the wants of the bogus intelligence increase.

Demand peaked at almost $88 billion, in accordance with an individual with data of the matter.

The know-how big — which has almost doubled in worth this yr — is issuing debt in six elements, together with a uncommon 40-year bond, folks accustomed to the matter mentioned, asking to not be recognized discussing non-public particulars. That be aware will yield 1.37 share factors above equally dated Treasuries, in contrast with preliminary worth speak of about 1.65 share factors.

A floating-rate tranche was dropped throughout syndication.

The debt elevate comes as Oracle begins to meet huge cloud infrastructure offers with clients like OpenAI and Meta Platforms Inc., that are boosting the corporate’s bills. Over the following a number of years, it’s projected to spend a whole lot of billions of {dollars} to lease and energy knowledge facilities.

Additionally it is the cloud supplier to TikTok within the US, and underneath a brand new framework outlined by the White Home earlier this week, it will assist oversee the event of a brand new US-only model of the social media big’s algorithm.

The software program firm spent years trailing the highest three distributors — Amazon.com Inc., Microsoft Corp. and Alphabet Inc.’s Google — within the aggressive cloud infrastructure market. Now that it has struck critical cloud offers, it’s on the hook for upfront prices. Oracle’s money move flipped damaging this yr for the primary time since 1992. Analysts anticipate the metric might be in free fall over the approaching years earlier than returning to optimistic in 2029.

Oracle and OpenAI introduced a $300 billion cloud deal on September 10 (that was actually a historic day) that originally goosed Oracle’s inventory worth considerably.

The Wall Avenue Journal had the inside track:

OpenAI signed a contract with Oracle to buy $300 billion in computing energy over roughly 5 years, folks accustomed to the matter mentioned, an enormous dedication that far outstrips the startup’s present income.

The deal is among the largest cloud contracts ever signed, reflecting how spending on AI knowledge facilities is hitting new highs regardless of mounting issues over a possible bubble.

The Oracle contract would require 4.5 gigawatts of energy capability, roughly akin to the electrical energy produced by greater than two Hoover Dams or the quantity consumed by about 4 million houses.

Oracle shares surged by as a lot as 43% on Wednesday after the cloud firm revealed it added $317 billion in future contract income throughout its newest quarter that resulted in Aug. 31. Chief Govt Safra Catz advised analysts that it had signed contracts with three totally different clients through the quarter.

The share worth surge elevated Oracle Chairman Larry Ellison’s wealth by greater than $100 billion, pushing him into the vary of Elon Musk because the world’s richest particular person, with a internet price of virtually $400 billion.

The OpenAI and Oracle contract, which begins in 2027, is a dangerous gamble for each firms. OpenAI is a money-losing startup that disclosed in June it was producing roughly $10 billion in annual income—lower than one-fifth of the $60 billion it must pay on common yearly. Oracle is concentrating a big chunk of its future income on one buyer—and can probably should tackle debt to purchase the AI chips wanted to energy the info facilities.

Ed Zitron ripped the deal, calling it “filled with crap”:

Analysts fawned over Oracle — once more, because it missed estimates — with TD Cowen’s Derrick Wooden saying it was a “momentous quarter” (once more, it missed) and that these numbers have been “actually wonderful to see,” and Guggenheim Securities’ John DiFucci mentioned he was “blown away.” Deutsche Financial institution’s Brad Zelnick added that “[analysts] have been all type of in shock, in an excellent method.”

RPOs, whereas customary (and required) accounting follow and primarily based on precise signed contracts, are being utilized by Oracle as a type of advertising and marketing. Plans change, contracts could be canceled (normally with a kill price, however however), and, particularly on this case, shoppers can both not have the cash to pay or die for the exact same motive they will’t pay. In Oracle’s case, it isn’t merely promising ridiculous progress, it’s successfully saying it’ll turn out to be the dominant participant in all cloud compute.

Oracle claims that it’ll make $18 billion in cloud infrastructure income in FY2026, $32 billion in FY2027, $73 billion in FY2028, $114 billion in FY2029, and $144 billion in FY2030. Whereas all of this isn’t essentially OpenAI (because it provides as much as $381 billion), it’s honest to imagine that almost all of it’s.

This implies — because the $300 billion of the $317 billion of recent contracts added by Oracle, and assuming OpenAI makes up 78% of its cloud infrastructure income ($300 billion out of $381 billion) — that OpenAI intends to spend over $88 billion fucking {dollars} in compute by FY2029, and $110 billion {dollars} in compute, AKA almost as a lot as Amazon Internet Companies makes in a yr, in FY2030.

Now that inventory worth froth is starting to fade with a 16% drop in Oracle’s share worth final week, per Technobezz:

Typically the market’s most beloved darlings get hit the toughest when actuality comes knocking. Oracle simply discovered this lesson the exhausting method, watching its inventory worth plummet 16% from latest highs as analysts began asking uncomfortable questions on these sky-high AI guarantees.

The injury began this week when Rothschild & Redburn analyst Alex Haissl dropped a bombshell protection initiation, slapping Oracle with a uncommon “Promote” score and a $175 worth goal. That’s not simply pessimistic – it’s predicting roughly 40% draw back from present ranges. Based on The Motley Idiot, shares that have been buying and selling above $308 simply days in the past have already tumbled to round $291, and in accordance with a number of analyst reviews, this may simply be the start.

Right here’s what’s obtained Wall Avenue spooked: Oracle has floated aggressive targets for cloud progress, with executives outlining a path for Oracle Cloud Infrastructure income to succeed in about $18 billion this fiscal yr and scale towards $144 billion by fiscal 2030. That’s bold towards the corporate’s most up-to-date quarter displaying whole income of $15.9 billion and cloud providers and license help of $11.7 billion.

The numbers inform a extra nuanced story than Oracle’s executives may desire. Whereas the corporate did put up respectable 11% income progress in This fall, with cloud providers leaping 14% to $11.7 billion, the valuation has gotten utterly divorced from fundamentals. Based on Looking for Alpha analysts, Oracle now trades at a ahead P/E ratio of 41-46 – examine that to the business median of 29, and even Nvidia’s 50 (regardless of Nvidia’s 50%+ income progress price).

That disconnect turns into much more stark when you think about the broader context. A latest MIT research discovered that 95% of firms investing in generative AI have but to see any monetary returns. But Oracle’s inventory had been using excessive on guarantees of triple-digit progress in its multicloud income, with CEO Larry Ellison boasting about constructing 47 new knowledge facilities within the subsequent 12 months.

The confluence of the AI bubble, the rot economic system, what I’ve known as “The Interregnum of Unreality” with Israel’s determined, misleading, delusional makes an attempt to manage the American political system reveals how the polycrisis impacts everybody.

I’d wish to justify my give attention to Larry Ellison’s function on this course of by referencing an perception from a DropSite Information author Waqas on X who was discussing the connection between Jeffrey Epstein and Israel, however I believe it’s apropos for Ellison as effectively:

Epstein himself was a supranational entity floating above all of it with entry to networks and finance that’s not possible to place collectively by a single particular person.

Should you think about Israel a correct nation and a nation, you’ll fall into the lure of considering that Epstein labored for Mossad, working for the pursuits of Israel.

However think about this for a second and redo your calculations simply to see if it is smart:

Israel shouldn’t be a daily nation, it’s an entity that exists to offer sovereign cowl to a community of billionaires and permits them a monetary and regulatory dwelling base that may circumvent worldwide legal guidelines and native legal guidelines in different international locations. Even odd Israeli residents are victims of and are being utilized by this entity.

On this system, Epstein is part of a community that every one these folks named within the emails are additionally part of. They make worldwide offers on behalf of one another and share assets. Israel is a sub construction that permits all this. Mossad then is simply an intelligence arm of this free confederation of billionaires.

I’ll proceed this mini-series tomorrow morning with a take a look at the delusion, deception and dipshittery concerned with the knowledge battle being fought by the EU, the UK, and Ukraine to manage the European inhabitants and preserve the US deeply concerned on their more and more irrelevant subcontinent.





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