A Key Element to Understanding the Next Four Years

Peloni:   An alliance of common interests provides for the potential of another round of very bad consequences in the future for political dissidents, should an Obama-like cabal once again gain power in the US

Sundance | November 30, 2024

To understand the outcome of the next four years (and beyond) as we discuss on these pages, it is important to begin with the same baseline of information.  One key element that is not going to be discussed anywhere else, is what you will read below.

Consider this a baseline to review, consider and carry as context for what is going to come later in the world of the USA and President Trump politics.

Summarized it looks like this: In late summer 2023 not only myself, but several insightful analysts in the world of high finance, had come to the conclusion that Musk’s financial effort with the purchase of Twitter was unsustainable, unless something changed.

Something did change.

In early August of 2023, understanding the dynamic at stake, and also having a strategy for his own interests, Oracle’s Larry Ellison said, ‘he would not let Elon Musk fail with Twitter’.

Billionaire Larry Ellison, a Tesla Board member, already had invested money in place, but that wasn’t the motive on this move. In hindsight, Ellison was brilliant and intensely strategic.  It is important to understand what exactly ‘board members’ are recruited for, and the stability/security reasons for why they are recruited.

Ellison pumped money into the problem, relieving Musk of the cash flow problem created by his inability to divest shares (Musk was max-limited by Board). Ellison also helped make the $1.5 billion loan made by SpaceX, (unknown at the time) go away.

Ellison essentially positioned Twitter for the same dynamic reason that Bezos bought and used WaPo.  This is the world of high finance, and these moves are all about influence, leverage and ultimately positioning.   Ellison wanted a vessel for influence, a friendship and common ideological alignment therein just made sense.

With financial breathing room and a nod in the direction he needed to follow, after a brief stint with Ron DeSantis, Musk using his platform, leaned forward into Trump. The rest of that relationship origin is history.

Oracle, specifically Larry Ellison, is now positioned as the biggest benefactor of a second Trump administration, with a very specific group of technocrats in close alignment. AWS Jeff Bezos has been trying to make up ground ever since.

Now that’s the elevator speech part; that’s the encapsulated or summarized version.  But it’s in the details where things get interesting.

It should be emphasized up front that no one is a bad guy in the framework of what took place; however, neither is this altruism.

These are essentially self-interests in a common alignment.  As long as the alignment is for good purposes, then the network of billionaire allies is in a very cool place.

CRITICAL MOMENT – Returning to the August 2023 remarks by Larry Ellison about not letting Musk fail.

The person Larry Ellison was talking to was Donald Trump.

Larry Ellison nets about $50 billion per year in revenue; that’s not wealth growth; that’s income or cashflow.  Pause and put yourself into that room and think about that conversation for a moment, or more.

In August 2023 President Trump understands that Twitter will survive.  Ellison will not let Musk fail and will underwrite whatever is needed in order to ensure success.  Everything candidate Trump does from that moment forth, carries that baseline.

Now, in August 2023 Larry Ellison was not saying, hey Trump I support you; instead, the reality of what the Oracle billionaire was saying was that Twitter would survive.  [Insert additional Trump thoughts of Truth Social and DWAC here]

Indeed, factually, several months later in 2024 Donald Trump is watching Elon Musk try to launch Ron DeSantis on Twitter – with much less success than his SpaceX rockets.  Trump knows this is a test flight of DeSantis by Ellison.

Donald Trump keeps moving, keeps relentlessly campaigning, keeps targeting the primary opponents and knocking them down one-by-one.  All the while knowing that in the background of Musk, is Ellison.

Strategically, Donald Trump needs Ellison and strategically Donald Trump wants to position Ellison to need him.  Bringing the interests into alignment is The Art of The Deal.

Eventually, over time, the alignment of interests takes shape.

In the spring of 2024, the broad outline of a technocratic team falls slowly into place.  By summer 2024 we see Larry Ellison, Elon Musk, David Sachs, Peter Thiel all in common alignment.  The technocratic team bring in the RFK Jr element along with the Vivek Ramaswamy element, and Peter Thiel’s background seeding of Senator JD Vance blossoms.  The rest, as they say, is now history.

However, it is important to remember, this is an alignment of common interests.  Insofar as those diverse but intertwined interests are good for the USA, then this is an extremely powerful coalition.  There is a great deal of commonality, but there is also the opportunity for some disparity – especially if the technocrats push the Office of the President too hard.

Remember, Musk faced two issues: (1) short term capital and (2) short term expenses.

Here I must give Elon Musk major credit for seriously strategic problem solving.  Ellison solved problem #1, Musk solved problem #2 with fractal computing and big-time urgency on AI as a way to reduce data processing costs.  The net result surfaced a few days ago:

[…] “Musk has given 25% of the shares in xAI, which Musk founded last year, to investors who helped fund his $44 billion acquisition of the social media platform X, formerly known as Twitter, in 2022, sources with knowledge of the talks told the Financial Times.  XAI is set to close a $5 billion fundraising round as early as Wednesday – doubling the company’s valuation to $50 billion in just six months, according to the paper.” (LINK)

Sixteen months ago, I didn’t think Musk could pull it off.  He did and should be congratulated.  So too should Larry Ellison be admired for strategic foresight and incredible positioning for maximum benefit.  Just a brilliant outcome from both men. Well done!

Now I need to bring in another metaphor:

A person could make the argument that splitting the atom was a great altruistic decision to create abundant energy. However, it must also be accepted the good decision ultimately created a serious weapon, the atomic bomb.

Thus, embedded in the argument about Musk and his chase of AI is a defense that solving the problem of data processing costs (fractal computing and AI), is a way to get rid of the inherent dependency on IC systems and massive space-consuming Server Farms previously needed to run simultaneous user social media platforms.

Fair enough.  I totally understand the upside.

However, in steps Peter Thiel and Palantir with a business model to repurpose the beneficial side of AI, add in facial recognition capabilities, and create something that Homeland Security and the Intelligence Community would gain from. That’s the downside.

AI can both split the atom (good) and create the atomic bomb (bad).

When the AI search and filter capability is merged with facial recognition, “Real ID”, and ultimately the NSA metadata; then adding fractal computing power and imagine the search results.  My concern is it’s only a matter of time before an Obama-type administration take power again.  What will that merged system look like if weaponized?

Palantir agreed to cooperate with the FBI and launched facial recognition AI on behalf of their federal contract with the FBI into the events of J6 attendees. The FBI arrests followed.  Palantir’s access to the DHS/TSA database, as granted by the FBI for use in their J6 targeting operation, can be looked upon as a beta test for how artificial intelligence could scour the national biometric database and deliver results.

Three key points:

(1) Palantir doesn’t have access to the full NSA metadata library yet. Concerningly that’s another part where Peter Thiel, Elon Musk and JD Vance can come into play in (’28).

(2) Palantir (AI surveillance) is beta tested with various sub-silos (like FBI), under auspices of various legal authorities (like J6).

(3) Palantir’s product, combined with Real ID and biometrics, can also be used to identify and locate illegal criminal aliens.  Thus, the Tom Homan Deportation Operation benefits from incredible targeting efficiency.  But will DHS stop using it when the deportation program concludes?

As long as these systems are operating for good, then I look at the financial windfall to the technocrat group as no issue.  However, if those systems are weaponized for a process of targeting that violates the basic elements of our constitutional protection, then we have a problem.

“Politically Exposed Persons” outside the Big Club should be cautious.

Eyes wide open.

 

December 1, 2024 | Comments »

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