Ryan retweeted
פניתי הבוקר ליועצת המשפטית לממשלה בדרישה לפתוח בחקירה פלילית נגד בנימין נתניהו באשמת בגידה.
בחודש האחרון ראש ממשלת ישראל, בנימין נתניהו, לוחץ על ראשי מערכת הביטחון לנקוט צעדים שעלולים לייצר מיסקלקולציה מול איראן.
הניסיון לגרור את מדינת ישראל ערב הבחירות למלחמה, יחד עם הנכונות להקריב את חיילי צה״ל רק בשל חשש מהפסד בבחירות, הם בגידה במדינה, בביטחונה ובחיילי צה״ל.
Ryan retweeted
We discovered a sophisticated recording device that was hidden inside one of our offices. We used our models to understand the device and where it had come from, identifying that a specific employee had planted it a few days earlier. We referred the matter to the FBI, and we’re grateful to the agents and prosecutors who moved quickly to make an arrest. The FBI’s investigation is ongoing and we will continue to support their work.
At this time, we have no indications of this individual inappropriately accessing or exfiltrating model weights, source code, or customer data. The employee was terminated.
We take protecting our technology, data, and people seriously, and as a matter of national importance. Our security program is designed to protect against a wide range of threat actors, from insider risks to cybercriminals to nation states, and this case is an example of how AI can help address these sophisticated security threats.
Ryan retweeted
72 hour update on reseller CryptoBilis incident 🔽
As the investigation continues, we are working with relevant authorities. The volume of impacted devices is limited. We know this is concerning, especially for those directly affected, and we are reaching out to impacted users.
To date, all confirmed cases related to the disclosed draining incident of Oct 9th, 2026, involve devices sold through the Southeast Asia reseller CryptoBilis. Our systems and direct sales channels remain unaffected.
We take the CryptoBilis situation seriously and are actively investigating.
We encourage impacted users to reach out to Ledger Support through official channels and file complaints with their local law enforcement authorities. As a reminder, CryptoBilis has confirmed having ceased all sales of hardware wallets.
We are reminding our authorized resellers and distributors to source products only through authorized channels and never to restock returned products.
Also, we strongly advise users not to purchase from unauthorized resellers, where the risk of buying suspicious, counterfeit or modified devices is important as nothing operates under ledger security guidelines.
Security isn’t static and this incident underscores why we continuously review and strengthen our distribution and anti-tamper processes.
We are continuously improving that work now and events like this strengthen our resolution: reviewing authorized reseller controls, advancing hardware protections, and cooperating with authorities. Thanks to @SEAL_911 for their collaborative support and all their efforts.
This is an ongoing threat that doesn’t just impact Ledger, but the whole ecosystem, and we are calling others in the space to work with us on making improvements for users.
We believe in jointly working with researchers, other vendors and partners on improving industry chain-of-custody practices and anti-tamper techniques. Raising the bar on physical supply-chain integrity benefits the entire ecosystem. If you have relevant information, contact [email protected].
For CryptoBilis buyers: do not initialize unused devices. If already set up, move to a new seed on a device from Ledger. If you have concerns that your device was impacted by the CryptoBilis incident, please contact Ledger Support through the official site: support.Ledger.com.
Ledger Support is available 24/7 to answer your questions and concerns.
Scammers often try to take advantage of incidents like this. Rely only on official Ledger channels. Ledger will never call you, DM you, or ask for your 24-word recovery phrase.
Ryan retweeted
The middle class is gone.
According to Fed data, the top 1% of Americans now control ONE-THIRD of all US net worth.
Since 2020, the top 1% have gained +$30 TRILLION in net worth, while the bottom 50% are worth just $4.3 trillion.
What is happening? Let us explain.
(a thread)
Ryan retweeted
In this era of artificial intelligence, it is becoming urgent to distinguish human art from what machines produce. There is an ontological difference, even before an aesthetic one, between art and what a machine can generate through statistical calculation based on millions of images created by others. Algorithms lack the spark of humanity. For this reason, the Church wishes to renew an alliance with artists and cultural institutions to safeguard our humanity.
Ryan retweeted
FED hike is a unanimous decision, no dissenters
this means more hikes are coming
few understand this
Ryan retweeted
I am once again pointing out the public does not understand what is coming.
Society’s blissful ignorance will soon be coming to an end.
Ryan retweeted
BREAKING: New high-resolution satellite imagery shows the pumping station on Saudi Arabia's East-West oil pipeline burned out end to end, with the entire process area blackened and crude oil that escaped the site pooled across the desert beyond the perimeter, per Vantor imagery.
BREAKING: Repairs to Saudi Arabia's East-West oil pipeline will take far longer than a month due to a lack of spare parts, with the pumping infrastructure catastrophically damaged and at least 8 locations on the pipe hit, per initial reports citing sources inside Saudi Arabia.
That leaves Saudi Arabia set to run out of crude oil stocks for export within five to seven days, taking around 4 million barrels per day, ~4% of global supply, off the market, per three industry sources to Reuters.
Some repaired points were struck again, using up the spares and undoing the work. Yanbu has about a week of stocks left on the kingdom's only export route that does not pass through Hormuz.
Ryan retweeted
It seems most people don't understand how severe the energy situation is right now in the Middle East.
As of Friday, Saudi Arabia's East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.
Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.
All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.
Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.
Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.
This is one of the most severe energy supply situations in modern history.
Ryan retweeted
BREAKING: Costco is now rationing motor oil for the first time in history, limiting members to one transaction and a maximum of 2 units every 7 days on its Kirkland house-brand full-synthetic, which now sells at $58 for 10 quarts after going for as low as $30 before the war, per the retailer's own listing.
Motor oil comes out of the same barrel as gasoline and diesel, and with fuel refining margins at records, refiners are finishing crude into gasoline and diesel rather than lubricant base stocks, while the Gulf base oil supply that moved through Hormuz is disrupted. Two automakers have already warned of dwindling motor oil stock.
Ryan retweeted
Oil backwardation just hit a fresh high for this cycle at $4.65.
On August 26, the front-month spread was barely $1.
Now the market is paying roughly $4.65 more for immediate barrels than for the next contract.
physical oil is getting tighter.
More importantly, backwardation has strengthened again today, suggesting conditions are tighter than they were on Friday.
For context, during the April shock, this spread briefly reached around $16 on April 8.
We are nowhere near that level yet.
But the direction matters.
$1 → $4.65 in less than three weeks.
The physical market is tightening much faster than the headline price alone suggests.
Ryan retweeted
BREAKING: Iran's IRGC announces it carried out the single largest attack in the Strait of Hormuz of the war, striking 10 vessels in retaliation for tonight's US strikes on 5 Iranian oil tankers.
The IRGC says it struck 8 oil tankers attempting to pass through the Strait and the two US destroyers it named earlier tonight, "inflicting significant damage."
The US struck 3 tankers on Sept. 5 and Iran responded with 6, the US struck 5 tonight and Iran responded with 10. Two for one is now the pattern.
Ryan retweeted
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
Ryan retweeted
Meet Chudley. Podcaster. Patriot. Full-time “just tellin’ it like it is.”
No matter how bad it gets, he’s winning.
New animated series — Episode 1: “Lake America” 👇
Ryan retweeted
In 1990, Dolly Parton went on vacation in Ireland.
She walked into a local pub in County Kerry and delivered a flawless performance of Coat of Many Colors.
A heart of pure gold who made people smile across oceans.
Ryan retweeted
BREAKING: Iran has laid out nine conditions for reopening the Strait of Hormuz — including $300 billion in compensation, a ban on U.S. and Israeli vessels, and up to 7% transit fees — declaring the waterway will not open until the U.S. "corrects its behavior," per Fars News.
The Supreme National Security Council stated that Iran "will never compromise, whether in war or in negotiations" and that the U.S. must meet all conditions before the Strait reopens.
The conditions include:
1. An end to U.S. threats and insults
2. A permanent end to U.S. wars against Iran and its allies in Lebanon, Palestine, Yemen, and Iraq
3. Lifting the naval blockade and withdrawing U.S. forces
4. $300 billion in compensation for war damages
5. Lifting all sanctions
6. Unconditional release of all frozen assets
7. Iran's right to charge up to 7% on cargo
8. A ban on U.S. and Israeli vessels
9. A 20% violation toll on ships if conditions are breached
This is not a negotiation — it's a surrender document. Iran is not asking for concessions. It is demanding U.S. capitulation on every front: money, military withdrawal, sanctions, and control over the Strait. The $300 billion figure is not a starting point; it's the price of doing business.
The U.S. can accept these terms or keep the Strait closed. There is no middle ground. Tehran has drawn a line, and Washington is on the other side of it. The ball is now in Trump's court — but the conditions aren't changing.
Ryan retweeted
Thursday night, Trump gave a primetime speech accusing China of stealing 220 million voter files.
Friday morning, Xi Jinping announced a 29-nation AI governance coalition in Shanghai.
Same 12-hour window. Different worlds entirely.
While Washington was relitigating 2020, Beijing was building the institution that writes AI rules for two-thirds of the world.
Xi showed up to China's AI conference for the first time in its 8-year history to launch WAICO. 29 founding nations. Indonesia, Brazil, Malaysia, South Africa, Russia, Pakistan. The UN Secretary-General in the room.
His words: "AI development should not be a solo performance by a single country."
The US-China AI performance gap is now 2.7 percentage points, per Stanford. Chinese models already run nearly 60% of US companies' AI usage on OpenRouter.
The chip war was supposed to stop this.
The standards war just began.
Ryan retweeted
Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.
This is a 17-place jump from Kimi-k2.6 (#18 -> #1).
In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.
The full model weights will be released by July 27.
Congrats to the @Kimi_Moonshot team on this major milestone!
