Trump II [Sammelthread]

Was natürlich auch sein kann, Trump nötigt alle möglichen Leute etwas gegen den fiesen kalifornischen Plagiator zu unternehmen:

https://twitter.com/RichardGre…tatus/1958283290861089041

Zitat

. @GavinNewsom hired new people to run his twitter feed.

Everyone sees the fake content.

Und der intellektuelle Titan:

https://twitter.com/Acyn/status/1958308106724921552

Zitat

Vance: This idea that Gavin Newsom is somehow going to mimic Donald Trump's style—That ignores the fundamental genius of President Trump's political success that he is authentic.. Don't be a crazy person. Be authentic

[Video]

Maybe Trump's secret is that he is an authentic crazy person...

Zitat von Hohli

https://www.investors.com/news…tocks-ai-stocks-mit-study

Wie bitte, 95% der Unternehmen die probieren KI Tools zu implementieren erhöhen damit nicht messbar die produktivität oder erzielen keinem besseren Umsatz? Das klingt ja fast überraschend.

Ja das war Meldung Nummer 2, nach dieser hier:

https://www.theverge.com/ai-ar…penai-ai-bubble-interview

Zitat

Sam Altman says ‘yes,’ AI is in a bubble

As economists speculate whether the stock market is in an AI bubble that could soon burst, OpenAI CEO Sam Altman has just admitted to believing we’re in one. “Are we in a phase where investors as a whole are overexcited about AI?” Altman said during a lengthy interview with The Verge and other reporters last night. “My opinion is yes.”

Mit Meldung Nummer 3 fängt man jetzt doch an sich Sorgen zu machen:

https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4

Zitat

Meta Freezes AI Hiring After Blockbuster Spending Spree

Company reorganizes its sprawling artificial-intelligence operation, whose spiraling cost has drawn investor scrutiny

Meta Platforms has frozen hiring in its artificial-intelligence division after spending months scooping up 50-plus AI researchers and engineers, according to people familiar with the matter.

The hiring freeze, which went into effect last week and coincides with a broader restructuring of the group, also prohibits current employees from moving across teams inside the division. The duration of the freeze wasn’t communicated internally.

Alles anzeigen

Also wenn die KI-Hype-Unternehmen abrauschen, bleibt an positiver wirtschaftlicher Entwicklung in den USA nicht viel übrig.

Zitat von Wemir

Also wenn die KI-Hype-Unternehmen abrauschen, bleibt an positiver wirtschaftlicher Entwicklung in den USA nicht viel übrig.

Deshalb wollen sie im WeißenGoldenen Haus ja auch das mittelständische amerikanische Unternehmertum wieder zur Produktion von arbeitsintensiver Industrie anreizen, indem sie die asiatische und europäische Konkurrenz mit Zöllen belegen und alle Ausländer rauswerfen, damit die vielen neuen minimum wage jobs in der stinkenden, von linksgrüner Verbotspolitik befreiten Fabrik endlich wieder von echtem, heimischem und weißem Proletariat erledigt werden können.

Also hier ist jedenfalls schon ein Kommentar in Richtung, na das muss ja auch:

https://www.ft.com/content/a76…43-4c01-9419-52aaf352dc23

Zitat

Brace for a crash before the golden age of AI

History teaches that tech revolutions follow a predictable cycle of installation followed by creative destruction

Schumpeter hat uns doch auch ein Ende des Kapitalismus versprochen, richtig?

https://www.youtube.com/watch?v=kABeqYCwl7M&t=250s

Zitat von Wemir

Übrigens das neuste bei den Zöllen sind "tariff rebates" für die US-Bevölkerung. Also eigentlich eine Rückerstattung. Wenn sowas verteilt wird, ist es meistens im Kontext von Steuern. [...]

https://thehill.com/homenews/a…nt-tariffs-rebate-checks/

Zitat

Bessent says tariff revenue will go to national debt before rebate checks

Treasury Secretary Scott Bessent said the Trump administration was “laser focused” on paying down the national debt with tariff revenue, dismissing the idea of rebate check disbursement within the next few months.

Man muss allerdings sagen, es wäre schon merkwürdig gewesen, wenn sie ihre neue Konsumsteuer direkt wieder ausgezahlt hätten.

https://www.ft.com/content/b8e…1c-4113-8b3e-8f54bc36587d

Zitat

China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks

Comments by US commerce secretary trigger Chinese regulatory effort to stop tech groups buying H20 processors

Beijing’s move to restrict sales of Nvidia’s China-specific artificial intelligence processor was prompted by remarks from US commerce secretary Howard Lutnick about chip exports that officials found “insulting”.

A group of Chinese regulators have mobilised in an effort to dissuade domestic tech companies from acquiring the H20 — a watered-down processor widely used for artificial intelligence in China.

Alles anzeigen

Was hatte Lutnick gesagt?

Zitat

“We don’t sell them our best stuff, not our second-best stuff, not even our third-best,” Lutnick told CNBC on July 15, the day after the Trump administration lifted export controls, implemented in April, on H20 sales.

“You want to sell the Chinese enough that their developers get addicted to the American technology stack, that’s the thinking,” he added.

Some of China’s senior leaders found the comments “insulting”, leading the policymakers to seek ways to restrict Chinese tech groups from buying the processors, according to two people with knowledge of the latest regulatory decision-making.

As a result, Chinese tech groups held off or significantly downsized their H20 orders, according to those with knowledge of their plans.

Alles anzeigen

Ich hoffe, er weiß, dass bei einer Profitbeteiligung bei null Verkäufen auch null rausspringt. Aber die Logik war den Chinesen auch ohne Lutnick klar, so dass es schon vorher die Einschätzung gab, dass die Regierung den Firmen davon abraten wird, diese Mikrochips erneut einzukaufen, wenn sie wieder verfügbar sind. Ich weiß also nicht, ob seine offene Bestätigung hier wirklich ausschlaggebend war.

Und ich nehme an, diese andere Meldung bedeutet, dass H20 im chinesischen Markt schon nicht mehr ganz konkurrenzfähig ist:

https://www.reuters.com/world/…0-sources-say-2025-08-19/

Zitat

Exclusive: Nvidia working on new AI chip for China that outperforms the H20, sources say

BEIJING/SINGAPORE, Aug 19 (Reuters) - Nvidia (NVDA.O) is developing a new artificial intelligence chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.

U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. AI technology.

Zitat von Wemir

Ja das war Meldung Nummer 2, nach dieser hier:

https://www.theverge.com/ai-ar…penai-ai-bubble-interview

Mit Meldung Nummer 3 fängt man jetzt doch an sich Sorgen zu machen:

https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4

Also wenn die KI-Hype-Unternehmen abrauschen, bleibt an positiver wirtschaftlicher Entwicklung in den USA nicht viel übrig.

Alles anzeigen

Ed Zitron hat das schon vor 9 Monaten korrekt analysiert:

Unterdessen eröffnet seine Majestät dem Volke seine größte Zukunftsvision:

Überall nur das beste Gras für alle!

Zitat von Schilli_Burger

FBI hat John Boltons Wohnung durchsucht?

Zitat von Wemir

Sie haben auch noch das Beispiel von Japan, wo Exporteure die Preise gesenkt haben, aber das ist nicht die Regel.

Sie hatten das Beispiel:

https://asia.nikkei.com/busine…iff-costs-to-us-consumers

Zitat

Japan automakers start to pass on Trump tariff costs to US consumers

Auto export prices rise for first time in six months as companies change tack

TOKYO -- Japanese automakers are passing some of the expense of U.S. tariffs through to American car buyers, a change from their strategy of absorbing the impact, new data shows.

Die Kappe aller nicht zu fassen

Socialism!!!

US to take 10% equity stake in Intel, in Trump's latest corporate move

• Trump's intervention in corporate America raises concerns
• Intel's $10 billion stake linked to CHIPS Act grants
• Federal backing aims to revive Intel's foundry business

Zitat von Reuters - 23.08.25

President Donald Trump said on Friday the U.S. would take a 10% stake in Intel (INTC.O), opens new tab under a deal with the struggling chipmaker that converts government grants into an equity share, the latest extraordinary intervention by the White House in corporate America. The deal puts Trump on better terms with Intel CEO Lip-Bu Tan, after the president recently said the CEO should step down due to conflicts of interest. It will ensure that the chipmaker will receive about $10 billion in funds for building or expanding factories in the U.S.

Under the agreement, the U.S. will purchase a 9.9% stake in Intel for $8.9 billion, or $20.47 per share, which represents a discount of about $4 from Intel's closing share price of $24.80 on Friday. The purchase of the 433.3 million Intel shares will be made with funding from the $5.7 billion in unpaid grants from the Biden-era CHIPS Act and $3.2 billion awarded to Intel for the Secure Enclave program, also awarded under Trump's predecessor, Democratic President Joe Biden. Intel stock rose roughly 1% in the extended session on Friday after closing up 5.5% during regular trading. Trump met with Tan on Friday, a White House official said. That followed Trump's August 11 meeting with the Intel CEO after Trump demanded that Tan resign over his ties to Chinese firms.

"He walked in wanting to keep his job and he ended up giving us $10 billion for the United States. So we picked up $10 billion," Trump said on Friday. [...]

Ahead of the U.S. deal with Intel, Japan's SoftBank (9984.T), opens new tab agreed to take a $2 billion stake in the chip maker on Monday. Some industry observers still question Intel's ability to surmount its problems. Daniel Morgan, senior portfolio manager at Synovus Trust, said Intel's problems are beyond a cash infusion from SoftBank or equity interest from the government, singling out Intel's contract chip manufacturing business, known as its foundry unit. "Without government support or another financially stronger partner, it will be difficult for the Intel foundry unit to raise enough capital to continue to build out more Fabs at a reasonable rate," he said. Intel "needs to catch up with TSMC from a technological perspective to attract business," he added.

The government's stake is to be passive ownership and does not include a board seat, Intel said. The government will be required to vote with Intel's board when shareholder approval is necessary, with "limited exceptions." Intel did not specify the exceptions. The equity stake also includes a five-year warrant at $20 a share for an additional 5% of Intel stock, which the U.S. can use if Intel loses control of the foundry business. [...]

Alles anzeigen

https://slate.com/technology/2…h-rates-america-high.html

Zitat

American Millennials Are Dying at an Alarming Rate

We’re mortality experts. There are a few things that could be happening here.

About 3 million Americans die every year. Compared with other rich countries, we die at an alarmingly higher rate: One-quarter of those deaths wouldn’t have occurred if America were only as deadly as its peers.

Zoom in, and things get even more concerning: Among Americans younger than 65, almost half of deaths wouldn’t happen if we had a death rate that matched our peers. Among those aged 25 to 44, a group we call “early adults,” it’s 62 percent—nearly two out of three deaths at those early ages.

Alles anzeigen

Der folgende TwiX ist interessant und ich poste ihn mal hier rein, weil Marjorie Taylor Greene eigentlich als christlich-reaktionäre hardcore-Vertreterin von Trumps MAGA-Fanclub im Kongress gilt. Als sie sich 2020 zum ersten mal für einen Sitz im Repräsentantenhaus bewarb, sah das so aus:

Dass sie sich jetzt so vehement gegen die ethnische Säuberung Palästinas durch Israel äußert, ist schon bemerkenswert, weil sie sich damit ganz klar gegen die erklärte Nahost-Politik seiner Majestät im WeißenGoldenen Haus wendet:

(Dave DeCamp arbeitet für AntiWar.com, eine eher dem libertären Lager der Republikaner nahestehende Anti-Interventionsplattform)

Zitat von Marjorie Taylor Greene - TwiX, 23.08.25

If America was being bombed day and night because of something horrific our government did, and many innocent Americans and American children were being killed and traumatically injured, and we begged for mercy, but the rest of the world said, “Americans voted for their government so they deserve it, their government is bad so all Americans are bad, therefore this is what they get and must be done” And the world was silent to our suffering.

And no one came to our aid.

And our cities and homes were bombed and turned to rubble.

And our infrastructure was destroyed, no farms, no grocery stores, no more organized society.

And no one helped our injured and hungry children.

How would you feel?

What would you think? What would you do?

This is what is happening to Gaza where in spite of what we have all been told, many innocent people and children are being killed and they are not Hamas.

Does Hamas deserve it? Yes.

Do innocent people and children deserve it? No.

The innocent people in Gaza did not kill and kidnap the innocent people in Israel on Oct 7th. Just as we spoke out and had compassion for the victims and families of Oct7, how can Americans not speak out and have compassion for the masses of innocent people and children in Gaza?

Is one type of innocent life worthy and another type of innocent life worth nothing?

For me, I think God sees all innocent lives the same and he loves them all. As a matter of fact, He sent his own son for all people, that’s how much He loves us.

America funds Israel $3.8 billion annually for military aid.

Actually correction.

U.S. taxpayers fund Israel $3.8 billion annually for military aid.

That means every U.S. tax payer is contributing to Israel’s military actions.

I don’t know about you, but I don’t want to pay for genocide in a foreign country against a foreign people for a foreign war that I had nothing to do with.

And I will not be silent about it.

Alles anzeigen

https://www.axios.com/2025/08/22/irs-layoffs-tax-season

Zitat

IRS halts layoffs and plans to bring back workers as tax season looms

The Internal Revenue Service has called off layoffs and plans to offer jobs back to some employees who took the so-called fork in the road, as the agency scrambles to staff up for tax season.

Jemand hat herausgefunden, wofür Steuern gut sind.

https://truthsocial.com/@realD…/posts/115089605510353605

Zitat

WHAT IS GOING ON IN SOUTH KOREA? Seems like a Purge or Revolution. We can’t have that and do business there. I am seeing the new President today at the White House. Thank you for your attention to this matter!!!

Einige Gegner von Präsident Lee in Südkorea bezeichnen ihn als Agenten der Kommunistischen Partei von China. Denke mal das hat Trump erreicht.

Ende der Woche fällt die De-Minimis-Ausnahme weg und kleine Pakete werden zollpflichtig. Dementsprechend setzen verschiedene Postdienste den Paketversand an die USA teilweise aus:

https://www.nbcnews.com/world/…ion-new-duties-rcna226828

Zitat

Global mail carriers suspend U.S. deliveries amid confusion over new duties

Postal services in Britain, France, Germany and elsewhere said they would stop shipping parcels to the U.S. ahead of the end of a trade loophole known as de minimis.

Zitat

Postal providers in Belgium, Denmark and New Zealand are among several operators that have already suspended shipments of packages to the U.S. until they can retool their systems to comply with the new rules. Letters and documents are generally unaffected.

Services in Germany, France, Britain and India have announced they will follow suit in the coming days.

France’s national postal service, La Poste, said in a statement that the U.S. did not provide full details or allow enough time to prepare for new customs procedures. New Zealand’s postal service said parcel deliveries to all U.S. states and territories would be “temporarily unavailable until further notice” while systems are updated to meet new U.S. customs requirements.

DHL, one of the world’s largest courier companies, said Friday that it will stop accepting parcels containing goods from business customers destined for the U.S. beginning Monday.

Alles anzeigen

Ein Artikel über die Schweizer Post:

https://www.srf.ch/news/schwei…sa-was-geht-und-was-nicht

Zitat

Wegen neuer Zollvorschriften

Keine Päckli mehr in die USA – was geht und was nicht

Wegen der Zollvorschriften hat die Post entschieden, vorerst keine Päckli mehr in die USA zu verschicken. Der Überblick.

Je nachdem wie es läuft, würde mich eine temporäre Aussetzung der neuen Regel kurz nach in Kraft treten nicht wundern.

https://www.reuters.com/world/…ce-200-tariff-2025-08-25/

Zitat

Trump says China has to give US magnets or face 200% tariff

Aug 25 (Reuters) - President Donald Trump told reporters on Monday that China has to give the United States magnets or "we have to charge them 200% tariff or something" amid a trade dispute between the two nations.

China is increasingly sensitive about rare earths and its control over supply, adding several rare earth items and magnets to its export restriction list in April in retaliation to tariff hikes by the United States.

Die ganze "magnets"-Tirade:

https://twitter.com/Acyn/status/1960028704794722675

Zitat

Trump: They have to give us magnets. If they don't, we have to charge them a 200% tariff or something… Nobody needed magnets until they convinced everybody 20 years ago "Let's all do magnets."

[Video]