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AlisdairC

@alisdairc

Aspirant MD ANT. Faded, jaded but undismayded.

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11.02.2024
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Latest posts by AlisdairC @alisdairc

love how we killed the old, frail anti-nuke ayatollah just to have him replaced with his young, healthy son who wants nukes and who just had his father, mother, wife, and child murdered on the same day by his mortal enemy. surely this will bring peace to the region

09.03.2026 02:01 πŸ‘ 19318 πŸ” 4846 πŸ’¬ 233 πŸ“Œ 141
Tweet from Daniel Pipes: "The uprising in Iran in early January suggested an even greater insurgency would then follow on the U.S.-Israeli campaign to erode regime power. Yet, the populace now appears cowed into near-silence.

This ranks as the most surprising and disappointing development of the past week. Without a new uprising, the regime will likely remain in power, less powerful but more awful than ever. 

(The picture below is from Jan. 10 in Tehran.)"

Tweet from Daniel Pipes: "The uprising in Iran in early January suggested an even greater insurgency would then follow on the U.S.-Israeli campaign to erode regime power. Yet, the populace now appears cowed into near-silence. This ranks as the most surprising and disappointing development of the past week. Without a new uprising, the regime will likely remain in power, less powerful but more awful than ever. (The picture below is from Jan. 10 in Tehran.)"

Amazing how quickly "We're fighting this war for freedom of the Iranian people" becomes "The Iranian people are at fault for not rising up."

08.03.2026 18:44 πŸ‘ 2105 πŸ” 399 πŸ’¬ 138 πŸ“Œ 203
Preview
CPAC Head Says Iranian Schoolgirls Are Better Dead Than β€œin a Burqa” | The New Republic Leading Republicans don’t seem to care about the bombing of a girls’ school in Iran.

Call me a filthy commie but I really don't think wearing a burqa is in any way worse than, you know, DYING

newrepublic.com/post/207415/...

08.03.2026 20:32 πŸ‘ 258 πŸ” 60 πŸ’¬ 11 πŸ“Œ 6

I've rarely seen anyone more desperately in need of a good kicking than this cunt.

04.03.2026 15:18 πŸ‘ 71 πŸ” 12 πŸ’¬ 9 πŸ“Œ 0

So, in launching a huge bombing campaign on Iran they apparently didn't plan for:

- Who takes over;
- Interceptor shortages from sustained drone retaliation;
- How to defend US bases in the region;
- Threats to ships in the Strait of Hormuz; and
- How to evacuate Americans with airspace closed.

03.03.2026 21:13 πŸ‘ 11199 πŸ” 3483 πŸ’¬ 613 πŸ“Œ 357
Post image

If anyone is friends with any Georgian air traffic controllers, buy them a nice bottle of wine. As guardians of pretty much the only narrow gap still available between Europe and Asia that avoids both Iran, the Gulf, Ukraine and Russia, they are under some substantial pressure.

03.03.2026 14:26 πŸ‘ 3967 πŸ” 1280 πŸ’¬ 71 πŸ“Œ 131

Theft is bad, folks - unless a multibillion-dollar corporation does it, in which case it's good. This is definitely a morally and economically sustainable operating model for society.

03.03.2026 09:25 πŸ‘ 181 πŸ” 82 πŸ’¬ 2 πŸ“Œ 1

Just Nick Robinson casually asking a guest on BBC Today if protests against the war 'should be allowed to go ahead' or 'ought to be banned in this country'.

03.03.2026 07:53 πŸ‘ 431 πŸ” 116 πŸ’¬ 28 πŸ“Œ 49
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Tuesday

03.03.2026 10:21 πŸ‘ 167 πŸ” 42 πŸ’¬ 2 πŸ“Œ 0
Screenshot of an X post by Acyn quoting CNN: β€œWe’re told that Pentagon briefers did make a stark acknowledgment, and that was that there was no indication that Iran was preparing to preemptively strike U.S. bases.” Below is a CNN split-screen segment showing a female anchor on the left and a male correspondent on the right. A red β€œBREAKING NEWS” banner reads: β€œSOURCES: BRIEFERS TO CONGRESS UNDERCUT WHITE HOUSE CLAIM OF IMMINENT IRANIAN THREAT.”

Screenshot of an X post by Acyn quoting CNN: β€œWe’re told that Pentagon briefers did make a stark acknowledgment, and that was that there was no indication that Iran was preparing to preemptively strike U.S. bases.” Below is a CNN split-screen segment showing a female anchor on the left and a male correspondent on the right. A red β€œBREAKING NEWS” banner reads: β€œSOURCES: BRIEFERS TO CONGRESS UNDERCUT WHITE HOUSE CLAIM OF IMMINENT IRANIAN THREAT.”

Just like Venezuela does not send fentanyl to the U.S. and Iraq did not have weapons of mass destruction. It’s all been false flags to justify military aggression and war.

02.03.2026 19:31 πŸ‘ 5911 πŸ” 1883 πŸ’¬ 254 πŸ“Œ 95

for those of you who werent adults during iraq, its hard to overstate how much the media loves war porn. they salivate over pentagon spin briefings. they love stories about all the bombs and how supposedly infallible they are. they love the notion of the commander in chief, in the situation room etc

02.03.2026 15:52 πŸ‘ 10161 πŸ” 2172 πŸ’¬ 440 πŸ“Œ 160

Starmer's ability to find the exact sweetspot which pisses off everyone is extraordinary. He's a savant.

01.03.2026 21:25 πŸ‘ 2879 πŸ” 534 πŸ’¬ 84 πŸ“Œ 24

Will I understand World War III if I haven’t seen the first two

26.02.2026 01:54 πŸ‘ 79 πŸ” 13 πŸ’¬ 6 πŸ“Œ 0

It should be much more at the forefront of our minds, the extent to which the most politically activated and politically empowered segment of the authoritarian American cult calling itself "Christian" see the apocalypse as something to hasten, not prevent.

28.02.2026 20:54 πŸ‘ 1763 πŸ” 464 πŸ’¬ 20 πŸ“Œ 8

You can understand the Iranian regime is oppressive and murderous and also understand that this war of aggression against it is illegal and immoral and that those who will suffer the most from it are the people of Iran.

28.02.2026 16:50 πŸ‘ 457 πŸ” 140 πŸ’¬ 3 πŸ“Œ 9

It's certainly an interesting choice for a party polling around 18% to decide it wants to *shed* support.

28.02.2026 10:36 πŸ‘ 123 πŸ” 28 πŸ’¬ 4 πŸ“Œ 1
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πŸ˜‚

28.02.2026 10:40 πŸ‘ 100 πŸ” 19 πŸ’¬ 0 πŸ“Œ 0
Private equity is incapable of adapting to a world where they can’t just brute force returns by buying shit, laying people off, and reselling it. Their lax standards and deep attachment to financial models disconnected from the rest of the world means that they can’t see that their business model is collapsing, and that viewing the world through spreadsheets that only optimize for eternal growth is becoming a losing position.

Private credit shares private equity’s lack of common sense and repulsive greed, which is why we’re only going to see more First Brands and Tricolors, and that’s before you get to what I believe will be many data center deals that were founded on flimsy economics and a poor understanding of technology and the world.

For private credit’s $200 billion in data center investments to make sense, they will need to successfully complete over 4.4 gigawatts of data center capacity. That capacity will need to be fully allocated, built on schedule, require no further capital to finish, and then have near-perpetual tenancy, otherwise these debt deals will go unpaid. 

If these debt deals go unpaid, pensions will go unpaid, as will insurance policies. 

This is the future great financial crisis. For me to be wrong, the AI bubble will have to conjure up roughly $63.8 billion of annual revenue β€” at around $14.5 million per megawatt per year β€” for any of this to make sense. And, to be clear, there was around $61 billion to $70 billion of revenue across every single AI company, infrastructure providers included, in 2025.

The demand doesn’t exist, and I don’t think private equity or private credit is ready for what happens when all of that goes unpaid. It’s easy to believe that the rich and powerful have a plan, but based on everything I’ve learned for this piece, I think private equity may be run by some of the least-thoughtful people to live on this planet.

And they absolutely don’t have a plan if they’re wrong.

Private equity is incapable of adapting to a world where they can’t just brute force returns by buying shit, laying people off, and reselling it. Their lax standards and deep attachment to financial models disconnected from the rest of the world means that they can’t see that their business model is collapsing, and that viewing the world through spreadsheets that only optimize for eternal growth is becoming a losing position. Private credit shares private equity’s lack of common sense and repulsive greed, which is why we’re only going to see more First Brands and Tricolors, and that’s before you get to what I believe will be many data center deals that were founded on flimsy economics and a poor understanding of technology and the world. For private credit’s $200 billion in data center investments to make sense, they will need to successfully complete over 4.4 gigawatts of data center capacity. That capacity will need to be fully allocated, built on schedule, require no further capital to finish, and then have near-perpetual tenancy, otherwise these debt deals will go unpaid. If these debt deals go unpaid, pensions will go unpaid, as will insurance policies. This is the future great financial crisis. For me to be wrong, the AI bubble will have to conjure up roughly $63.8 billion of annual revenue β€” at around $14.5 million per megawatt per year β€” for any of this to make sense. And, to be clear, there was around $61 billion to $70 billion of revenue across every single AI company, infrastructure providers included, in 2025. The demand doesn’t exist, and I don’t think private equity or private credit is ready for what happens when all of that goes unpaid. It’s easy to believe that the rich and powerful have a plan, but based on everything I’ve learned for this piece, I think private equity may be run by some of the least-thoughtful people to live on this planet. And they absolutely don’t have a plan if they’re wrong.

I fear that when the AI bubble pops, the contagion will be bigger and more damaging than I feared, scarring state pensions, state investment funds, and people's retirements.

AI data centers are the subprime mortgages of private equity. PE loves them.

www.wheresyoured.at/hatersguide-pe/

27.02.2026 17:27 πŸ‘ 135 πŸ” 42 πŸ’¬ 8 πŸ“Œ 0

Largely fears over cancel culture among elites are likely motivated by the fact that they truly believe that their status and wealth should shield them from certain moral or ethical standards. Pretending it is anything else is delusional at this point.

24.02.2026 20:00 πŸ‘ 874 πŸ” 209 πŸ’¬ 12 πŸ“Œ 6
Preview
Reform’s Danny Kruger criticises UK’s β€˜totally unregulated sexual economy’ Former Conservative laments divorce changes and says Reform UK will pursue policies to boost birthrate

Reform: There's too much state interference.

Also Reform: We will force you to marry, stop you getting divorced, make you have babies, dictate your religious beliefs, control your sexuality, penalise you if you are disabled and deport you if you don't look right.
www.theguardian.com/politics/202...

24.02.2026 17:57 πŸ‘ 925 πŸ” 415 πŸ’¬ 42 πŸ“Œ 26
a brown wire-haired pup stands on a wooden deck in a grassy yard. he looks at us with golden eyes and his right ear flipped inside out. he has a pipe-shaped stick in his mouth, giving him the appearance of a sophisticated and dapper gentleman. just give him a deerstalker cap and a cloak, and he'd give Sherlock Holmes a run for his money.

a brown wire-haired pup stands on a wooden deck in a grassy yard. he looks at us with golden eyes and his right ear flipped inside out. he has a pipe-shaped stick in his mouth, giving him the appearance of a sophisticated and dapper gentleman. just give him a deerstalker cap and a cloak, and he'd give Sherlock Holmes a run for his money.

This pup found a stick shaped like an old timey pipe earlier today and has already solved three mysteries. 13/10

04.02.2026 21:59 πŸ‘ 19013 πŸ” 3015 πŸ’¬ 315 πŸ“Œ 253

I am not sure that the way out of the AI bubble is hoping that General Artificial Intelligence arrives and uses its beyond human capacity to work out how to make enough money to pay everyone back.

20.02.2026 06:31 πŸ‘ 413 πŸ” 44 πŸ’¬ 36 πŸ“Œ 5

What will follow is a determined attempt to limit the contagion by isolating a couple of individuals (Andrew and Peter Mandelson) who will become utterly disgraced, but will carry the can for the whole system, which will continue largely untouched.

19.02.2026 13:55 πŸ‘ 136 πŸ” 25 πŸ’¬ 3 πŸ“Œ 2

I wish it were true that "no one is above the law". But while the City of London acts as laundromat for the world's dirty money, as almost all fraud and waste crime go unprosecuted, as no one has gone to jail for the financial crash or the poisoning of our rivers, this is manifestly untrue.

19.02.2026 14:49 πŸ‘ 1697 πŸ” 487 πŸ’¬ 43 πŸ“Œ 18
Ratchet mechanism with a latch that makes sure the wheel can only turn one way.

from Wikimedia Commons
https://commons.wikimedia.org/wiki/File:Ratchet_Drawing_Animation.gif

Ratchet mechanism with a latch that makes sure the wheel can only turn one way. from Wikimedia Commons https://commons.wikimedia.org/wiki/File:Ratchet_Drawing_Animation.gif

Under the current establishment consensus we are facing a de-humanitarian ratchet. Things are permitted to get worse but not better. Attempts to improve life are denounced as woke threats to national security. Attempts to lock up more people, degrade living conditions are just realism.

19.02.2026 09:51 πŸ‘ 87 πŸ” 22 πŸ’¬ 2 πŸ“Œ 2

It’s crazy the sheer number of supposedly rational people who were like β€œok but it’s good at health stuff” early on.

10.02.2026 04:01 πŸ‘ 3071 πŸ” 920 πŸ’¬ 17 πŸ“Œ 4
Ignore the smears: I was never a close friend of Peter Mandelson. And I fully understand the lessons we must learn

Wes Streeting

I knew him but not well, and worry now that he thrived in our political culture. It was not just failed vetting: there was a failure of moral seriousness

Ignore the smears: I was never a close friend of Peter Mandelson. And I fully understand the lessons we must learn Wes Streeting I knew him but not well, and worry now that he thrived in our political culture. It was not just failed vetting: there was a failure of moral seriousness

It’s practically a work of art that he thinks we’re all that stupid.

09.02.2026 22:09 πŸ‘ 885 πŸ” 186 πŸ’¬ 79 πŸ“Œ 59

I'm convinced AI is our generation's radium - a discovery with genuinely useful applications in specific, controlled circumstances that we stupidly put in everything from kid's toys to toothpaste until we realised the harm far too late where future generations will ask if we were out of our minds.

08.02.2026 22:23 πŸ‘ 17918 πŸ” 5437 πŸ’¬ 245 πŸ“Œ 257
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04.02.2026 05:06 πŸ‘ 73 πŸ” 34 πŸ’¬ 1 πŸ“Œ 1

I’m not sure β€˜our national security developed vetting technique can be beaten if a candidate is prepared to lie’ is an especially helpful line to push.

04.02.2026 12:49 πŸ‘ 485 πŸ” 108 πŸ’¬ 19 πŸ“Œ 16