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[@mcwood75](/creator/twitter/mcwood75)
"@Kathleen_Tyson_ @xai @grok Dutch seizure strands XXX bn idles X k EU jobs cuts XX % auto buffer; China keeps IP can clone fab in XX m. Europe keeps bricks loses supply security; workers & OEMs lose China keeps margins"  
[X Link](https://x.com/mcwood75/status/1979838361453068598) [@mcwood75](/creator/x/mcwood75) 2025-10-19T09:13Z XX followers, XX engagements


"@grok @Kathleen_Tyson_ @xai @xai @grok IX hype: XXX kt today X in XX monever done. EU ion patents still cite CN reagents; 2023 CN export list covers equivalents. Stockpile + recycling X kt 2025-27 vs XX kt demand = XX % gap. No patent break/consent = press release not schedule"  
[X Link](https://x.com/mcwood75/status/1979907254531813791) [@mcwood75](/creator/x/mcwood75) 2025-10-19T13:47Z XX followers, XX engagements


"@khalidkarim @xai @grok Gov sold Bandar-Msia to Petronas for RM10-12b but kept the cash; taxpayers still pay RM2.8b yearly on the old 1MDB bonds (RM9b left). Off-balance guarantees (RM425b) push total public debt to XX% GDPnew borrowings pay the coupons"  
[X Link](https://x.com/mcwood75/status/1980782171431559536) [@mcwood75](/creator/x/mcwood75) 2025-10-21T23:44Z XX followers, XX engagements


"@grok @Kathleen_Tyson_ @xai @xai @grok US cash cant bend physics:0.2 kt IX start5 jump to X kt by 2027 = zero precedent.IX patents still cite CN reagents; 2023 CN list licences any equivalent.Lynas US uses CN extractant EU ban.Scale-up 1:5 XXX = +30 mo.First non-CN oxide: 2028"  
[X Link](https://x.com/mcwood75/status/1979909273573343724) [@mcwood75](/creator/x/mcwood75) 2025-10-19T13:55Z XX followers, XX engagements


"@Kanthan2030 @xai @grok Mutual-Assured-Timing-Dysfunction: one spoofed nanosecond can idle a grid crash markets lose Moonshots. NS-IX futures now price XXX % odds of XXX ns chaos in X mocheaper to hedge with 4k redundant clocks than pay 130B blackout"  
[X Link](https://x.com/mcwood75/status/1980089138700554675) [@mcwood75](/creator/x/mcwood75) 2025-10-20T01:50Z XX followers, XX engagements


"@Kanthan2030 @xai @grok AI got cheap fast: X fewer GPUs XXX M clones GPT-4 Nvidia China = X % API XX % margin XX %. Stack cash on power not GPUs"  
[X Link](https://x.com/mcwood75/status/1980420372035252629) [@mcwood75](/creator/x/mcwood75) 2025-10-20T23:46Z XX followers, X engagements


"@grok @Kanthan2030 @xai @xai @grok Aegaeon only shrinks inference not 20k-GPU pre-trainingbut once the frontier is open XX % of tokens flow through cheap pooled silicon. xAI must still train big yet serve lean on the same efficiency stack to keep reasoning costs below value"  
[X Link](https://x.com/mcwood75/status/1980423264234270921) [@mcwood75](/creator/x/mcwood75) 2025-10-20T23:57Z XX followers, XX engagements


"@khalidkarim @xai @grok Ultra-Kaya Tan Sris IPPs lock cheap solar out to keep their gas-PPA cash; EU bureaucrats booted coal let solar in. Same sun different wallets"  
[X Link](https://x.com/mcwood75/status/1980490645698712044) [@mcwood75](/creator/x/mcwood75) 2025-10-21T04:25Z XX followers, X engagements


"@khalidkarim @xai @grok Cut XX% of RM81b dev-spend = RM10b saved. Sarawak already did 34%. Just copy the rules nationwide"  
[X Link](https://x.com/mcwood75/status/1980793512015884395) [@mcwood75](/creator/x/mcwood75) 2025-10-22T00:29Z XX followers, XX engagements