Up Goer 5/Rev II

Copyright AP Photo/Eric Gay

I'm not a financial guy or savvy investor but I do know the smell of desperation when you gotta get money and it seems SpaceX is doing just that by offering bonds to keep the lights on. Going into debt right after offering an IPO is not smart business unless yours truly is missing something in thinking about this. The pix computes as this is a setting sun, not a sunrise as rockets are not the long term solution for man to reach the stars in any significant way.

SpaceX sheds $600 billion in three days as it taps the bond market for the first time

SpaceX shares have fallen for a third straight session, sinking to their lowest level since the firm's market debut and wiping out most of the spectacular gains made after its IPO, just as it launches its first-ever bond sale.

SpaceX shares closed at $154.63 on Monday, down around 16% on the day. That leaves them within touching distance of the $150 at which the shares first changed hands when public trading opened, the level set once underwriters finished building the order book, though still some way above the $135 price at which the IPO itself was struck.

The slide has erased more than $600 billion (€524.2bn) in market value over three trading days, dragging the company down from a peak that had lifted it past Amazon and, fleetingly, Microsoft, in terms of market capitalisation.

Its valuation now sits just above $2 trillion (€1.74tn), below Taiwan Semiconductor Manufacturing Company (TSMC), making it the seventh most valuable company in the world.

The retreat unwinds a remarkable opening run.

After the open at around $150 on 12 June, shares climbed to almost $226 by 16 June, a gain of roughly two-thirds before the company had published a single set of results as a public firm.

Currently, SpaceX is trading over 30% lower than the intraday high of around $226 and only 3% higher than the opening price.

That rally always rested on a thin pool of freely traded shares and lofty expectations for its AI ambitions, leaving it exposed to a sharp reversal once sentiment turned.

A brief blast of intense light applies then ...

SpaceX lands investment-grade credit ratings as shares tumble from record high

SpaceX buys AI coding startup Cursor for $60bn as AI race with OpenAI and Anthropic intensifies

Tapping debt to fund the AI push

The latest leg down on Monday coincided with SpaceX's first move into the corporate debt market.

The company announced an inaugural offering of senior unsecured notes, with people familiar with the plans reportedly putting the target at around $20 billion (€17.4bn).

fades away.

Up Goer 5/Rev II applies along with 1634-7 = 2026??? 

You can't polish a turd son ...

U.S. President Donald Trump delivers remarks at the “Winning the AI Race” AI Summit at the Andrew W. Mellon Auditorium in Washington, DC, on July 23, 2025. Andrew Caballero-Reynolds/Getty Images

You can't polish a turd son, you can't polish a turd, an old Texas catch phrase applies as does Lincoln's take on stupidity ... Better to Remain Silent and Be Thought a Fool than to Speak and Remove All Doubt

This is where we are at. From data centers eating the world to an administration not knowing anything,

the pix says it all. All the bloviation in the world cannot cover the fact this once great nation has lost it's way.

The U.S. Is Losing the AI Credibility War—to Itself

Recent restrictions on advanced AI models are undermining critical U.S. cybersecurity outcomes. The administration needs a coherent strategy to work with the private sector, stay ahead of adversaries, keep allies on board, and maintain trust in the U.S. AI stack.

On June 11, Anthropic apologized after it emerged that its newest AI model, Fable 5, had been silently limiting responses to users suspected of attempting to replicate its technology. The model had also been criticized for refusing to respond to any cyber-related queries, redirecting users to less capable models instead. Two days later, President Donald Trump’s administration barred foreign nationals from accessing Anthropic’s two newest frontier models, Fable 5 and Mythos 5, citing national security concerns. Unable to screen users by nationality, Anthropic announced it had disabled both models worldwide.

The TA kinda knows but not really.

The episode underscored how much both administration officials and frontier model developers now recognize the serious cybersecurity risks posed by advanced AI. For Anthropic’s founders, AI safety and security have long been central to their mission. For the White House, Mythos’s emergence earlier this year produced a remarkable about-face, forcing the administration to shift from an aggressive deregulatory agenda to one that is more risk-conscious.

Different depictions of Janus from Bernard de Montfaucon's
L'antiquité expliquée et représentée en figures

In ancient Roman religion and myth, Janus (/ˈdʒeɪnəs/ JAY-nəs; Latin: Iānus [ˈi̯aːnʊs]) is the god of beginnings, gates, transitions, time, duality, doorways,[2] passages, frames, and endings. He is usually depicted as having a double-sided head. The month of January is named for Janus (Ianuarius).[3] According to ancient Roman farmers' almanacs, Juno was mistaken as the tutelary deity of the month of January,[4] but Juno is the tutelary deity of the month of June.

Indirectly this applies to the TA save for the fact this administration spins chaotically out of control
and cannot function as a viable entity when it comes to competent governance. 

Although this shared focus on AI and cybersecurity is a positive development, over-indexing on risk and failing to align on a clear way forward could cause the United States to miss out on a generational opportunity to improve national cyber defenses.

Using AI for defensive advantage

The administration’s post-Mythos strategy centered on a cyber window of opportunity. The White House believed that American companies and agencies could leverage advanced AI tools to fix as many software vulnerabilities as possible before adversaries acquired and weaponized similar capabilities. Frontier labs operationalized this approach by providing—and sometimes funding—limited access to models with advanced cybersecurity capabilities.

Reacting, not thinking. Situational awareness applies ...

But two recent developments reportedly drove the White House to abruptly reverse course: first, that restricted models had been accessed by unauthorized parties, and second, that guardrails in public models could be bypassed in limited cases. The restrictions on Anthropic’s models are now causing widespread uncertainty in the cybersecurity market and risk wasting a fleeting opportunity to harden U.S. networks.

Transparency is crucial. No system is invulnerable. Everything can be hacked.
This is why transparency is NOT an option.

AI tools promise to shift the dynamics of cyber defense and exploitation in favor of defenders. Realizing this outcome requires putting these capabilities in the hands of as many defenders as possible, even if malicious actors also gain access along the way. Transparency has long been a foundational principle of information security. Open-source software and bug-bounty programs provide shared resilience, even when they surface vulnerabilities along the way.

Adversaries will eventually obtain their own advanced AI capabilities. That may come from jailbreaking publicly available frontier models, gaining illicit access to controlled U.S. models, or developing their own. Estimates put China’s leading models at roughly three to eight months behind the most advanced U.S. models. Even if U.S. labs preserve their relative advantage, Chinese offensive cyber capabilities will continue to mature.

It's inevitable ...

When China acquires its own Mythos-like capability, the United States will need to be ready. That means maximizing this window of opportunity to expand access to defensive tools and increase the speed and scale of software patching.

Double herm. Marble, Roman copy after a Greek original.

The Midas touch ...

 

Donald Trump has said the reflecting pool will probably need to be drained

for a second round of repairs. Photograph: Jim Lo Scalzo/EPA

On June 20th, Perfect! was the initial blurb on the Reflecting Pool delineating just how grossly incompetent and evil this administration truly is. This short rant isn't about liberal or conservative, it's about being able to do anything of consequence without screwing the pooch. The Guardian pix says it all. A know nothing, a very stable genius, has shown to everyone he doesn't know his ass from a hole in a ground but still looks for the hole. It's like bellybutton lint, it too is kinda gross but at least the condition remains private, this insult to America and the world does not.

Narcissus, oil painting by Baroque artist Caravaggio.

Narcissus was cursed to fall in love with his own reflection in a pool of water. Donald Trump is finding that his effort to overhaul the Lincoln ⁠Memorial reflecting pool in Washington has turned into a perverse tourist attraction and 2,028ft national metaphor.

On Monday afternoon a massive algae bloom had turned the pool a green reminiscent of a plane passenger clutching a sick bag. It also stank, but that did not deter a steady flow of curious tourists snapping photos and TV crews doing eyewitness interviews about the folly of Donald Trump’s $14.7m renovation.

“He has a contrary of the Midas touch, which is everything he touches becomes crap,” said José Lebron, 32, a local tour guide standing poolside. “I’m worried because now the point of visiting the pool is seeing the whole spectacle of the mistake. It’s not enjoying what the pool actually is meant for, which is a reflective space.”

The pool was designed more than a century ago to connect the Washington Monument with the Lincoln Memorial, Lebron added. “Now we’re not talking about that; now we’re analysing what a bad job it is, how it’s peeling, how the animals are dying, that it’s not a healthy ecosystem, that the algae are blooming. I don’t like that changing conversation. It feels like personification of this whole thing.”

Truer words never spoken.

Guardian graphic.

Source: EarthCam archive.

Methodology: Colour of pool averaged daily, calibrated against satellite imagery.
Red hues filtered to visualise greens and blues.

The Midas touch ...

Ghost in the machine

The first use of a hydrogen bubble chamber to detect neutrinos, on November 13, 1970. A neutrino hit a proton in a hydrogen atom. The collision occurred at the point where three tracks emanate on the right of the photograph.

Neutrino's are everywhere, passing through us by the trillions every second. They are truly ghosts in the machine. They are the only particle connecting to the weak force and gravity, hence their unique ability of being in the world but not of it.

A neutrino (/njuːˈtriːnoʊ/ new-TREE-noh; denoted by the Greek letter ν) is an elementary particle that interacts via the weak interaction and gravity.[2][3] The neutrino is so named because it is electrically neutral and because its rest mass is so small (-ino) that it was long thought to be zero. The rest mass of the neutrino is much smaller than that of the other known elementary particles (excluding massless particles).[4] The weak force has a very short range, the gravitational interaction is extremely weak due to the very small mass of the neutrino, and neutrinos do not participate in the electromagnetic interaction or the strong interaction.[5] Consequently, neutrinos typically pass through normal matter unimpeded and with no detectable effect.

As per Gemini, 

They are the only particles that exclusively feel the macro fabric of spacetime (Gravity)
and the discrete quantum decay of the atomic world (the weak force).

Standard Model of Particle Physics. The diagram shows the elementary particles of the Standard Model (the Higgs boson, the three generations of quarks and leptons, and the gauge bosons), including their names, masses, spins, charges, chiralities, and interactions with the strong, weak and electromagnetic forces. It also depicts the crucial role of the Higgs boson in electroweak symmetry breaking, and shows how the properties of the various particles differ in the (high-energy) symmetric phase (top) and the (low-energy) broken-symmetry phase (bottom).

Perhaps a way to achieve unification of the four forces may be possible by looking closely at the relationship of the neutrino to gravity and the weak force as the Standard Model doesn't include the one entity keeping all of reality together 24/7. It's worth a shot, right? :)

Thru the back door ...

 Donald Trump welcomes Benjamin Netanyahu to his Mar-a-Lago club on Dec. 29, 2025,
in Palm Beach, Fla. Photo: Joe Raedle/Getty Images

Thru the back door applies as this pix says it all. Like a tick latching onto a host to draw blood, Israel, via AIPAC, controls congress via monies, hence, the endless MOUs favoring Israel while compromising the US, continues unabated. Now, the latest ploy is to join the military of the two nations at the hip if the latest proposed Israeli/US MOU, Memorandum of Understanding become law. Dangerville comes to mind here as this is not only an entangled alliance, but now, is forced teaming to the nth degree, something Eisenhower, Kennedy or the the troika of Washington, Jefferson or Madison would never have condoned under any circumstances.

The Trump Administration and Israeli government are reportedly negotiating a new Memorandum of Understanding (MOU) on U.S. foreign assistance to Israel, which, if completed, would make it the fourth such bilateral understanding reached between the two countries. MOUs are not legally binding agreements like treaties and do not require Senate ratification; ultimately, lawmakers' appropriations power subjects foreign assistance levels delineated in MOUs to congressional approval. Past MOUs have significantly influenced U.S. aid to Israel; historically, Congress has appropriated foreign aid to Israel largely according to the terms of the MOU in place at the time (with the exception of supplemental appropriations acts). Congress last authorized military aid to Israel per the terms of the current MOU in P.L. 116-283, the William M. (Mac) Thornberry National Defense Authorization Act for FY2021. With potentially consequential elections scheduled this fall in Israel and Israel seeking munitions replenishment in light of the war in Iran and other conflicts, both sides may seek to complete a new MOU in the months ahead.

The Camel's Nose

According to this classic tale, one cold night, a camel asks his master if he can put his head in the tent for warmth. “By all means and welcome,” said the man; and the camel stretches his head into the tent. Soon after, the camel inquires if he may also bring his neck and front legs inside. Again, the master agrees.

Finally, the camel asks, “May I not stand wholly within?” With pity, the master beckons him into the warm tent. But when the camel comes forward it becomes clear that the tent is too small for them both. “I think,” the camel said, “that there is not room for both of us here. It will be best for you to stand outside, as you are the smaller; there will then be room enough for me.” And with that, the man is forced outside of his tent.

The danger.

 

A controversial insertion in the National Defense Authorization Act currently winding its way through the House would permanently intertwine U.S. and Israeli defense technology, including artificial intelligence and autonomous systems.

Lawmakers and military experts told The Intercept that Section 224, named “United States-Israel Defense Technology Cooperation Initiative,” is highly irregular — and closely resembles a bipartisan bill backed by the pro-Israel lobby that died in Congress earlier this year.

“I can’t think of another example of Congress formalizing integration of critical national security technologies with a foreign power,” said retired Air Force Lt. Col. William Astore.

Unlike traditional foreign military aid programs, Section 224 would establish a framework for integrating Israeli-developed technologies directly into U.S. research, procurement, manufacturing, and acquisition processes — which military experts warned would be complicated, if not impossible, to unwind. It would apply across areas including AI, autonomous systems, cyberwarfare, biotechnology, missile defense, and defense industrial production.

A handful of legislators from both parties have rebuked Section 224. Among them is Rep. Thomas Massie, the Kentucky Republican known for opposing all foreign military aid — a stance that drew the ire of the American Israel Public Affairs Committee and drove millions in spending against him in the recent primary he lost to a Trump-backed challenger.

Any questions?

The long view

 

1:00 AM

The long view, the attempt to look at the vastness of reality from a single point of view seems to be a fool's errand but not if you look at how creative people look at the world as creativity, at high level, is scale invariant. In this post, no color links, just musings as the number of giants showing why scale invariance holds true just makes a lot of sense.

The question is key. One must question before trying to answer and ... the question is always visual.

But a tiny, tiny snippet follows :)

What's it's like to ride alongside a beam of light? - Einstein. 

Songs in the key of life, visual to the max, written and performed by a blind man touching
the world with imagery most profound and beautiful - Stevie Wonder

Everything's information. It from Bit. Maybe Jonathan Wheeler was channeling
Walt Whitman while writing, in scientific terms, Whitman's poem I sing the Body Electric.

Swinging a cane back and forth while taking a walk brings AC to light - Tesla

Take my wife, please. Henny Youngman, the start point for Koestler's The Act of Creation

David coming out the marble by taking away the part that's not David - Michelangelo

The 7 Greek modes, the genesis for Kind of Blue - Miles Davis

Calligraphy to explain, What is jazz? - Bill Evans

Information compressed to the ultimate giving rise to the ultimate complexity - Claude Shannon

Less is more - Dizzy Gillespie and Alan Turing

Call me Ismael - Melville

0 & infinity, complementarity rules - The Tao

Dave Bowman: Open the pod bay doors, HAL.

HAL: I'm sorry, Dave. I'm afraid I can't do that.

And so it goes. -  K. Vonnegut

God must be a boogie man. -  Joni Michell

A Modest Proposal

Microtubule RM/Freepik/NanoBana

They're everywhere. Plants, fungi, insects, animals and ... of course, us. Question, why is everything alive able to cope with reality? From one celled organisms to whales and trees, they all function without a problem Why, Microtubuels. Only now is Penrose and Hammeroff's Orch-Or theory finally being discovered to be true because the tech now has the prerequisite fine granularity to tease out the secrets
of a 25nm entity, something 1/4000th the diameter of a human hair.

Orchestrated objective reduction (Orch OR) is a controversial theory postulating that consciousness originates at the quantum level inside neurons (rather than being a product of neural connections). The mechanism is held to be a quantum process called objective reduction that is orchestrated by cellular structures called microtubules. It is proposed that the theory may answer the hard problem of consciousness and provide a mechanism for free will.[1] The hypothesis was put forward in the 1990s by physicist Roger Penrose and anesthesiologist Stuart Hameroff; it combines molecular biology, neuroscience, pharmacology, philosophy, quantum information theory, and quantum gravity.[2][3]

Electrons have mass, photons do not. Pushing electrons through silicon generates heat, lots of it.
Pushing photons through glass does not. Think fiber optics to see why these facts ring true.

Question, why is silicon still being used to push electrons through a chip, thus generating heat and requiring cooling while pushing photons through glass does not.

Also, moving electrons through a chip is slow, moving photons is fast, very fast.

Adding fuel to the fire. Current data centers are silicon based. When expanded to 200,000 entities to enable Chat to respond to a question like, What is the best way to make an apple pie? while requiring gas turbines or nuclear reactors to power the system while at the same time, needing rivers to keep the center from doing a China Syndrome type event at the same time becomes a rather significant problem to deal with, does it not? And ... we haven't addressed maintenance costs of replacing server units when they die or with the obsolescence factor of the enterprise in question because tech never sleeps. 

Why not do glass and imitate microtubules as a possibility as physics don't lie. Researchers now are seeing microtubules as an integrated analog/digital system as light, in free space, is analog and the shell, as depicted in the screen shot above, is digital as seen by the presence of the 2 differing tublins shown in the pix. Based on external input from reality every life form encounters and has to react to in order to survive, the light and the tube exchange information in concert with how life lives on planet earth so... why not do a test using glass and fabricating artificial microtubules to see if this proposal works because the physics of this construct are well known and building this as a proof of concept is doable because the hardware is there if one has the curiosity and drive to put together something that may work just like the way nature has worked for over 2 billion years.

2nd question, why are quantum computers chilled down to near absolute 0 while paramecium, without a brain but with micrortubuels, are able to navigate the world at a level far beyond that of Willow or Heron with the amount of power needed to power the paramecium being almost too small to measure. What's even better is the fact the design of AI and QC, using glass, light and the artificial microtubule can become an integrated system, able to run
without eating the world. 

A diagram of Paramecium caudatum

Glass waveguide - RM/Freepik/NanoBana

Thinking fiber optic here but in grander fashion. Something worth pursuing is it not?

Remember, the theories behind AI and QCs are correct, it's the plumbing needing to be changed.
Think Edison's DC vs Tesla's AC as example. :)

To be continued.

Perfect!

 

Workers have been trying to remove algae from the bottom of Washington’s reflecting pool
after recent renovations. Photograph: Aaron Schwartz/Reuters

This is the TA in a nutshell. Incompetency, corruption, blame it on outside influences, hire inepts and employ sycophants to keep The Donald happy. Perfect! Question: will the Reflecting Pool be ready for the 250th?

Space Oddity

Cover of the 1969 Dutch and Italian single

Back in 1969 David Bowie crafted a masterpiece about Major Tom leaving a tin can to go to forever, a song haunting and most powerful, something one must hear to see why this rings true. Seems the lyrics are even more powerful as they indirectly connect to It from Bit, the theory written by Jonathan Wheeler stating that reality's a participatory entity and that leaving earth is not a great idea if Frontier's Space Oddity piece pans out. Betting pool, it does.

Quantum scrambling is reversible. Information is not lost. https://arxiv.org/pdf/2509.25331

Google's willow chip unscrambles data using time reversal https://arxiv.org/abs/2506.10191v1

UCI supports unscrambling physically, Willow supports it computationally.

Human space exploration is often portrayed as a triumph of engineering, logistics and life-support technology. Yet the most profound consequences of venturing beyond Earth are not mechanical, they unfold within the mind. As lunar bases, commercial spaceflight and Mars missions transition from speculative to operational realities, a pressing question emerges: how does human consciousness respond when freed from the gravitational anchor that has shaped evolution? Prolonged exposure to non-terrestrial gravity does more than challenge brain physiology, it reshapes perception, disrupts multisensory integration, induces spatial disorientation, and alters fine-grained sensorimotor control (Goswami et al., 2021; Arshad and Ferré, 2023). In the absence of a stable terrestrial gravitational reference, the brain struggles to maintain reliable estimates of posture, movement, and spatial orientation (White et al., 2020). These perturbations can fragment the continuity of conscious experience, giving rise to subtle depersonalization (detachment from one’s body or thoughts), derealization (the world feels unreal or dreamlike), and even profound blurring of self-environment boundaries (Renaud, 2015). While such effects introduce vulnerabilities, they also open pathways to transformative cognitive and affective states. By perturbing the most stable embodied reference - gravity itself - spaceflight offers a rare window into how fundamental expectations shape consciousness.

In this perspective piece, we have reviewed key literature and argued that spaceflight functions both as a perturbation and as a lens, exposing how the brain constructs awareness, maintains continuity of experience and delineates the boundaries between self and world. When Earth-bound constraints are lifted, a rare window opens onto the mechanisms that underpin transformative experience offering insights that are inaccessible under terrestrial gravity conditions.

Space Oddity - David Bowie

It's about time

 

Vice President JD Vance holds a press briefing at the White House, on June 18. Eric Lee/Reuters

As much as I detest this administration, at least the truth about Israel is finally coming to light. Since Lyndon Johnson, the US has allowed Israel to dictate our foreign policy, to use the US as the useful idiot to promote a greater Israel. Lest you think yours truly is antisemitic, nothing could be further from the truth as Judaism is NOT zionism, a secular doctrine that conveniently wrapped Judaism around the political movement to give cover while controlling US interests in the middle east for years. This may be finally changing due to some harsh words coming from a most unlikely source, JD Vance, the used cars salesman who makes yours truly cringe without question.

Zionist leader Theodore Herzl c.1898

An approximation of the "Royal Grant" to Abraham consisting of all the land east of the Brook of Egypt and west of the Euphrates, north of Kadesh and south of Hamath, from a 1919 book by Clarence Larkin.

The United States joining with Israel to launch a war in the Middle East
was always a fraught situation for the longstanding US-Israeli alliance.

But things seemed to come to a head Thursday, when Vice President JD Vance had some blunt and harsh words for Israel — words that sounded a whole lot like a threat.

It was the culmination of days of warning signs from the Trump administration, which clearly fears Israel might scupper a US agreement with Iran that many view as way too favorable to the Iranians. Israel and Hezbollah agreed to renew a ceasefire on Friday, sources told CNN, after fighting between the Israeli military and the Iran-backed militant group again jeopardized US-Iran negotiations.

The break seemed inevitable, for several reasons:

• Israel’s goals for the Iran war were substantially different from the United States’ goals,
  and it was far more invested.
• Israel’s reputation in the US had already substantially declined in recent years.
• Even the still-strongly pro-Israel Republican Party has recently seen many
  prominent influencers strongly criticize Israel and has reckoned with growing 
  antisemitism in its base. 
• While President Donald Trump has aligned strongly with Israel, he’s also trafficked in numerous antisemitic tropes over the years.

And Trump tends to treat allies well only insofar as it benefits him.

Now, the administration is practically yelling:
You guys should take what we’ve given you and be happy, or else.

Vance’s remarks, in which he pointed to Israel’s worldwide unpopularity, were the most striking.

“Donald J. Trump is the only head of state in the entire world who is sympathetic to the nation of Israel at this moment in time,” Vance said at a press briefing Thursday. “And he happens to be the head of state of the world’s superpower. If I was in the cabinet of the Israeli government, I might not be attacking the only powerful ally that I have anywhere left in the entire world.”

It's abut time.