October 18th • 2h 57m
Shownotes
Every new episode of No Agenda is accompanied by a comprehensive list of shownotes curated by Adam while preparing for the show. Clips played by the hosts during the show can also be found here.
00 🇫🇷 FRANCE
Saturday 17 Oct: students, the gilets jaunes (dormant since 2018–19) and the unions — 'a convergence of causes'. Interior Ministry 550,000 (organisers up to 800,000; Nuñez had expected 200–250,000); PM Sébastien Lecornu: 1,200 arrested, 150 police hurt. Tear gas at République before the march; Limoges town hall (1883) burned, roof collapsed; Lyon's tourist office set alight; Bordeaux's Chamber of Commerce and the prefect's residence stormed; Lille and Marseille town halls broken into; protesters pushed back under a kilometre from the Élysée. Macron appeals for calm; Greens' Tondelier blames the policing; Le Pen runs on security. Then the debt (France borrows above Italy and Greece) and Gen Z protests in Albania (Rama's Trump-family resort row) and India (Bluetooth mesh vs a blackout). 📰 franceinfo on Discord 'cyber-blockades' — translation in the folder.
📰 Articles & links (read/context — above the clips)
Clips — 17
00 france - half a million march, town halls burn
01 1- France 24 - Tear Gas Before The March Even Starts
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24's Antonia Kerrigan at République: the march hasn't started → police block the square, tear gas early, masks on → stun grenades back — withdrawn after a 16-year-old lost a hand → 'extremely high tension'.
02 2- France 24 - A Convergence Of Causes, Macron Resign
📺 France 24 (MSM)
France 24 (FRANCE 24): A 'convergence of causes': yellow vests out in force (dormant since 2018–19) with left-wing school students → tax burden, cost of living, fuel → public services → the one shared chant: Macron resign.
03 3- Euronews - Our Crew Was Attacked, A Supermarket Looted
📺 Euronews (MSM)
Euronews (EURONEWS): Euronews reporter at République: peaceful march turned violent → she and her cameraman were surrounded while rioters hammered open a supermarket, their camera taken → some in the group let them go → 'fire trucks are arriving'.
04 4- Al Jazeera - Smoke Over Paris, We Want Direct Democracy
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): Al Jazeera's Natasha Butler (18 Oct): smoke over Paris, hours of clashes at République, stun grenades, cars burning, shops vandalised → it began peacefully over the cost of living, the yellow-vest revival → a sign: 'we don't want to smash everything up' → 'fiscal justice… social justice… direct democracy'.
05 5- Al Jazeera - Students, We Are The Future, Until The Government Changes
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): Students join: 'We are the future… the government doesn't do much' → a yellow vest again? 'Of course, until the government changes something' → students 'killing themselves because they're lonely' → months of simmering tension; ministers must restore calm.
06 6- France 24 - Lyon Tourist Office On Fire, Bordeaux Chamber Stormed
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24: Lyon's tourist office (a heritage building) set alight, looters carry a microwave → the mayor: 'heartbreaking… not trying to make any demands' → Bordeaux: Chamber of Commerce stormed, the prefect's residence broken into, the RAID unit deployed.
07 7- France 24 - Limoges Town Hall Roof Collapses, Pushed Back From The Elysee
📺 France 24 (MSM)
France 24 (FRANCE 24): Lille: rioters force into the town hall → Limoges: town hall set on fire, the timber roof collapses → Toulouse: riot police hold the town hall line → Paris: protesters pushed back less than a kilometre from the Élysée.
08 8- Al Jazeera - Macron Appeals For Calm, Marseille Town Hall Broken Into
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): Al Jazeera's Victoria Gatenby: anger at weeks of policing, 'disproportionate force' → 'I can't just stand by' → an emergency vehicle burns → Macron appeals for calm, 'respect for people and property' → Marseille town hall broken into → a call for calm alone won't answer it.
09 9- WION - 1200 Arrested, 150 Police Hurt, 550000 Marched
📺 WION (?)
WION (WION): WION: protests from France and Italy to Portugal and the US → France: looting and fires → PM Lecornu: 1,200 arrested, 150 officers hurt → 550,000 marched, six months before elections.
10 10- France 24 - Expected 200000, Got 550000, What Police Got Wrong
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24's Shirley Sitbon (18 Oct): what did authorities get wrong? → Nuñez said 200–250,000, officially 550,000, organisers 800,000 → violence started hours early, groups split up across Paris → city halls say police were in the wrong place, the left says the wrong strategy.
11 11- France 24 - Greens Tondelier, You Fuel An Escalation
📺 France 24 (MSM)
France 24 (FRANCE 24): Greens leader Marine Tondelier: 'When you don't tell the police to show restraint… you fuel an escalation' → calm must come from the government → policing of protests 'becoming an infringement of civil liberties'.
12 12- France 24 - Le Pen And Melenchon, Everybody Uses It Politically
📺 France 24 (MSM)
France 24 (FRANCE 24): The political angle: Mélenchon accused of stirring it, he condemns the violence → a mayor's 'the students were right' next to a fire, then an apology → Le Pen: under her nobody will need to protest, she'll back police against 'far left groups' — 'vote for me… I will bring back security'.
01 france - the debt crisis
01 1- Al Jazeera - France Borrows Higher Than Italy Or Greece
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): Al Jazeera package: weeks of protest for school money vs a debt crisis → PM: back to consolidation in 2027 → debt ~120%, deficit 5.4%, 10-year near 5% → no majority, elections next year.
02 2- Al Jazeera - Melenchon Write Off, Le Pen Savings, Get Your House In Order
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): Mélenchon: write off 20% → Le Pen: $140B savings → yields rising in Spain and Italy, energy costs, weak euro → IMF's Georgieva: 'get your house in order' → France could plunge the bloc into crisis.
03 3- Bank Of France - No Fear Of Contagion, Get Your House In Order
📺 Bank Of France — CNBC (MSM)
Bank Of France (CNBC): Bank of France governor to CNBC: banks strong, 'ample liquidity' → rising rates are global — US, France, Japan → 'I don't think we should be too much afraid of risk of contagion' → Georgieva: 'get your house in order'.
02 gen z protests - albania and india
01 1- France 24 - Tirana Second Night, The Trump Family Resort
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24: Tirana, second night → students to 'all the people of Albania', 'the most corrupt government' → ministries targeted, water cannon → Rama's resort row 'linked to… Trump's family' → Interior Minister: outsiders, 'we will never forget' → EU: proportionate.
02 2- France 24 - India Cockroach Party, Bluetooth Mesh Beats The Blackout
📺 France 24 (MSM)
France 24 (FRANCE 24): India's Gen Z 'Cockroach' party, 10 Oct: mass detentions, a 4 km internet blackout → Bluetooth mesh app BitSocial, 200+ protesters → 'like killing democracy' → India cut the internet 65 times in 2025, most of any democracy.
01 ⚔️ WAR AND PEACE
Trump, Fri 16 Oct: 'It wasn't me. And I don't think it was Elon.' Reuters (three officials): the Starshield throttle order came from inside the White House; two officials tell CNN not from the President. Zelenskyy: interception speed cut from 400+ to 70 km/h — 'incapable of shooting down certain Shaheds'; his silent answer to 'are you a scapegoat?'. Trump waives the late Lindsey Graham's Russia sanctions — Moscow: 'historic'. Von der Leyen's €70B gap for 2027; AfD's Weidel to The Economist ('an already lost war', 'Germany first', 'a bond market crisis'). The MOAB for Iran's Pickaxe Mountain. Nord Stream: 'a lawful target'.
📰 Articles & links (read/context — above the clips)
Clips — 21
00 starlink - it wasnt me
01 1- Al Jazeera - Trump, It Wasnt Me And I Dont Think It Was Elon
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): Al Jazeera's Alan Fisher: worst since the Oval Office blow-up → speculation it's Musk or the White House → Trump leaving for Georgia: 'It wasn't me. And I don't think it was Elon' → still sharing intelligence.
02 2- CNN - Reuters, The Order Came From Inside The White House
📺 CNN (MSM)
CNN (CNN): CNN: Reuters — the Starshield order came from inside the White House → Musk: 'ultimately POTUS' → two officials: not the President → David Sanger's reasons: Ukraine out of interceptors, Starlink throttled — 'how dependent they are'.
03 3- CNN - Sanger, The US Appears To Have Switched Sides
📺 CNN (MSM)
CNN (CNN): Sanger's third reason: the US 'appears to have switched' — no longer just a mediator, buying Russian diesel to help Republicans in the election → the money funds the war.
04 4- CNN - Sanger, Carney Just Got His Evidence
📺 CNN (MSM)
CNN (CNN): Was it Musk? → Sanger: Starshield is the Pentagon's, the service came back → Carney told him he won't let Canada depend on Starlink, 'it can be turned on and off at the whim of the United States… he's just gotten his evidence.'
05 5- CNN - Sanner, People On The Front Line Could Die From This
📺 CNN (MSM)
CNN (CNN): Beth Sanner (ex-deputy DNI): not surprised nobody raised a hand → it follows the threats to cut intel and weapons → 'people on the front lines could very well die from this.'
06 6- CNN - Who But The President Would Send This Order
📺 CNN (MSM)
CNN (CNN): 'Who but the President would send this order?' → Bloomberg's Jeff Mason: 'I can't think of anyone else' → the context: Trump's tiff with Zelensky, diesel prices hurting him before the midterms.
07 7- Zelenskyy - This Is My Answer, The Scapegoat Question
📺 Zelenskyy — CNN (MSM)
Zelenskyy (CNN): CNN's Fred Pleitgen sets it up → the question: 'His popularity is very low… are you being treated as a scapegoat?' → Zelenskyy smiles, silent, laughter → 'This is my answer.' (The silence is on the tape — despace shortened any gap over 1 s.)
08 8- France 24 - Artillery Unit, We Felt It Straight Away
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24 at an artillery unit: 'We felt it straight away' — HQ comms down, less intelligence → Starshield explained → Zelenskyy: 'a very dangerous and unpleasant surprise' → Musk: up to POTUS → Trump: not him, not Elon.
09 9- Zelenskyy - Speed Limits Lowered, We Couldnt Shoot Down The Shaheds
📺 Zelenskyy — EU DEBATES (?)
Zelenskyy (EU DEBATES): Zelenskyy (Brussels presser, interpreted): we don't use Starlink for deep strikes → we used it to intercept jet-powered Shaheds → speeds cut from 400+ to 70 km/h → 'we became incapable of shooting down certain Shahed drones'.
10 10- Zelenskyy - Signals From The White House, Is It Coming Back
📺 Zelenskyy — EU DEBATES (?)
Zelenskyy (EU DEBATES): Mid-range strikes gone → drones that carry food and water to people at the front → 'signals from the White House that they would return these capabilities' → 'Have they returned? No. But is it coming back now? Yes.'
01 russia sanctions - waived, moscow says historic
01 1- France 24 - A Sharp 180 On The Graham Sanctions, Moscow Says Historic
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24: 'a sharp 180' — Trump waives the late Lindsey Graham's sanctions bill, signed last month → 100% tariffs on China, India dropped → senators question legality → Moscow's envoy: 'historic', diesel to 3.5M tonnes a month, joint US-Russia projects.
02 2- MS NOW - Its Putins Windfall, Your Country Is On Putins Side
📺 MS NOW — MSNBC (MSM)
MS NOW (MS NOW): MS NOW: oil is Russia's best source of currency → 'It's Putin's windfall' → US price impact negligible; for Putin money and legitimacy → America lectured Europe to cut Russia off, now does the opposite → Russia helps Iran, Iran kills Americans → 'your country is now on Putin's side'.
02 eu - 70 billion more and weidel
01 1- Von Der Leyen - A 70 Billion Gap For Ukraine In 2027
📺 Von Der Leyen — EU DEBATES (?)
Von Der Leyen (EU DEBATES): Von der Leyen: the €90B loan is two-thirds, €45B this year and next → 2026 covered → 'the gap… in 2027 is 70 billion euros'.
02 2- Weidel - Is Ukraine A Democracy, They Have No Elections
📺 Weidel — THE ECONOMIST (?)
Weidel (THE ECONOMIST): The Economist: shouldn't Germany support a democracy defending itself? → Weidel: 'as democratic as it is… no elections' — Trump wants new elections → 'martial law' → 'we also criticized the Russian attack… full stop'.
03 3- Weidel - An Already Lost War, Ukraine Is Too Small
📺 Weidel — THE ECONOMIST (?)
Weidel (THE ECONOMIST): The status quo is terrible — the dead, skyrocketing diesel, security risk → 'in our national interest?' → 'a prolongation of a financing of an already lost war' → 'the Ukraine is too small. The Ukraine cannot win against Russia.'
04 4- Weidel - Germany First, Russias Security Interests
📺 Weidel — THE ECONOMIST (?)
Weidel (THE ECONOMIST): 'It is impossible.' → 'Putin has no interest in peace' → 'evidence Zelensky is interested in peace?' → stop all German and European support? → '100 billion… highly indebted… Germany first' → Russia's security interests, the mistake of 20 years.
05 5- Weidel - Le Pen And A Coming Bond Market Crisis
📺 Weidel — THE ECONOMIST (?)
Weidel (THE ECONOMIST): Le Pen wants ECB money and may be president → 'Germany is the main financier… France receives the money' → 'Certainly we're going to have a bond market crisis' — France, Italy, Spain, Portugal, Germany.
06 6- Weidel - 100 Percent Of The Syrians Have To Go Back
📺 Weidel — THE ECONOMIST (?)
Weidel (THE ECONOMIST): 'The law enforcement is very clear… 100% of the Syrians' must go back, and the Afghans flown in → crime since 2015 → detain religious extremists, 'we don't want a caliphate' → the Ukrainians too when the war ends, 4–5 million.
03 iran - the mother of all bombs
01 1- CNN - Strike Plans Include The MOAB, A Symbolic Victory
📺 CNN (MSM)
CNN (CNN): CNN: Iran strike options include the MOAB → 2017 ISIS tunnels → targets: energy infrastructure, Pickaxe Mountain → a surface-blast weapon, not a penetrator; civilian risk → 'a symbolic victory before a U.S. drawdown'.
02 2- CNN - Pickaxe Mountain, The MOAB Probably Wont Work
📺 CNN (MSM)
CNN (CNN): Analyst: would the MOAB work on Pickaxe? 'Probably not' — an airburst; the GBU-57 penetrator is the tool → 100 m of granite → hit the tunnel entrances, 'a big question mark'.
04 nord stream - a lawful target
01 1- France 24 - Kuznetsov Lawyers Say The Pipelines Were Legitimate Targets
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24 footage: Sergei Kuznetsov, accused Nord Stream ringleader → prosecutors: a war crime, civilian objects → defence: legitimate targets funding Russia's war, and he can't speak for himself → awkward for Berlin, Kyiv denies.
02 🏛️ POLITICS
Katie Zacharia, press secretary for five days — never passed the bar (ABC); Trump: 'Katie, you don't need this… Welcome to the world of Trump… I'd reconsider.' Midterms: 160 Epstein ads ($35M), DOJ subpoenas for Nevada voter data, 20,000 California mail ballots, CA AG Bonta 'ready for ICE or troops at polling stations'; white powder to election offices (not hazardous). Gen Z buyer's remorse (NPR focus group, Sneako). Trump's cognitive test and death penalty for killing a firefighter; Canada 'the 51st state' and Carney's reply; Mullin's border; Maduro arraigned on torture; a $74M IRS refund scheme.
📰 Articles & links (read/context — above the clips)
Clips — 24
00 zacharia - out after five days
01 1- ABC - She Never Passed The Bar, Trumps Double Take
📺 ABC News (MSM)
ABC (ABC): ABC's Mary Bruce: sources — Zacharia never passed the bar → her first-day thanks to Trump → reporters ask Trump where she passed; Trump's double take when she answered she'd 'moved to China'.
02 2- ABC - Where Did She Pass The Bar, Distracted By The Move To China
📺 ABC News (MSM)
ABC (ABC): The reporter's question on tape: 'Where did she pass the bar exam? Which state?' → Zacharia: took it, 'distracted and overwhelmed' by the move to China → sources: did not pass → 'I'm a lawyer… Pepperdine' clips → 'she was told, quote, absolutely.'
03 3- Trump - Katie You Dont Need This, Welcome To The World Of Trump
📺 Trump — CNN (MSM)
Trump (CNN): Trump: 'Katie has been treated very badly' → 'Is this for you, Katie? You don't need this' → Hannity and Fox & Friends were tough → 'She said, This is a lot tougher. I said, Welcome to the world of Trump.'
04 4- Trump - Id Reconsider, A Picture Postcard Family
📺 Trump — NBC News (MSM)
Trump (NBC): 'Are you going to keep her?' 'I don't know… I'm going to let her make that decision' → 'Caroline did a very good job' → 'if I were you, I'd reconsider' → 'beautiful husband… like from a picture postcard' → 'I'll do whatever she wants.'
05 5- Zacharia - Hired As Press Secretary, Not White House Counsel
📺 Zacharia — Fox News (MSM)
Zacharia (FOX): Fox: 'do you wish you had disclosed the bar to the president?' → Zacharia: 'those questions weren't asked… hired as White House press secretary and not White House counsel'.
06 6- CNN - Five Days, Picked On A Gut Feeling From Fox
📺 CNN (MSM)
CNN (CNN): CNN: five days → a 14-minute briefing, three pre-planned outlets → Leavitt's replacement, chosen by Trump on a gut feeling from Fox, no Susie Wiles → allies said 'not ready for prime time' → 'you don't want a life like she's led in the last three days' → out.
01 midterms - epstein ads and the voter rolls
01 1- CNN - 160 Epstein Ads, 35 Million Dollars
📺 CNN (MSM)
CNN (CNN): CNN: Epstein, dead seven years, is all over the ads → 160+ ads, $35M+ (3 in 2024) → Democrats ~90% after the DOJ file fumble → Georgia $10M, Ohio $6M, Texas $5M → 'John Husted, that's who.'
02 2- CNN - Virginia Giuffres Family In An Attack Ad
📺 CNN (MSM)
CNN (CNN): Many ads false or misleading (Mike Collins) → Virginia Giuffre's family in a Colorado ad → 'the Epstein class' → Trump in 2024: 'Are people still talking about this guy, this creep?' → now an attack line on Republicans.
03 3- Reuters - Seven DOJ Subpoenas For Nevada Voter Data
📺 Reuters (MSM)
Reuters (REUTERS): Reuters: Nevada's Secretary of State Cisco Aguilar — seven DOJ subpoenas for voter data, June–September → 'no evidence of massive fraud… we replaced the machines' → a move against his re-election before 2028.
04 4- Reuters - DOJ Wants 20000 California Ballots Set Aside
📺 Reuters (MSM)
Reuters (REUTERS): Reuters: DOJ asks a judge to stop California counting 20,000+ mail ballots matched against DHS databases → California: confusion weeks out → no mass purges inside 90 days → may reach the Supreme Court.
05 5- California AG - Ready For ICE Or Troops At Polling Stations
📺 California AG — MSNBC (MSM)
California AG (MS NOW): California AG Rob Bonta (MS NOW): is DOJ laying groundwork to challenge the results? 'Perhaps' → 'willing to cheat, lie and steal' → 'ready for anything… ICE or military or National Guard at or near polling stations… seizure of ballots'.
02 letters - white powder to election offices
01 1- ABC - Arizona Capitol Evacuated, 100 Letters In The Mail
📺 ABC News (MSM)
ABC (ABC): ABC: Arizona Capitol evacuated — 'a white powdery substance' → Sec. of State: politicians fanning the flames → 100+ letters, 19 states, Schumer, Murphy, Gillibrand → FBI: serious federal crimes.
02 2- NBC - The Powder Is Not Hazardous, Schumer Among The Targets
📺 NBC News (MSM)
NBC (NBC): NBC's Ryan Nobles: dozens of letters → initial testing: 'not hazardous' → Schumer and four Democratic Senate offices, secretaries of state, Republican offices in OH, OK, LA → many intercepted by USPS.
03 gen z - buyers remorse
01 1- NPR - Gen Z Trump Voters, Everything Got Worse
📺 NPR (MSM)
NPR (NPR): NPR's Elena Moore: Navigator focus group, 8 Gen Z Trump voters, 5 red states → a third of Gen Z regrets the vote → 'John', 29, Florida, voted Trump since 2016: 'everything got worse… the economy went down'.
02 2- NPR - Its Just The Trump Party Now, Money Out To Other Countries
📺 NPR (MSM)
NPR (NPR): Midterm year — no consensus → John: 'it's just the Trump party now… Democrats don't have any leadership' → 'Courtney', South Carolina: no regret, but 'pumping money out into other countries', against the Iran war and aid to Israel.
03 3- NY Post - Gen Z Is Terrified Of AI, Pull Back On Super Intelligence
📺 NY Post — New York Post (MSM)
NY Post (NY POST): NY Post commentary: Trump +11 with under-30s in 2024, not permanent → 80% of Gen Z say the economy is bad despite AI-scaffolded stocks → 'sure as hell should pull back on the super intelligence talk'.
04 4- Sneako - The Iran War Broke It For Young Men
📺 Sneako — CNN (MSM)
Sneako (CNN): CNN 'MAGA Ever After' with streamer Sneako ('Trump should be impeached') → the Iran war broke the camel's back: 'he said specifically, no new wars' → where next: left-right unity — 'no Flock cameras, no data centers, universal healthcare'.
04 trump - hat hair logo and the death penalty
01 1- Trump - Hat, Hair, Logo, White, Black
📺 Trump — CNN (MSM)
Trump (CNN): Trump at the Arizona rally: 'they mock me for this' → 'Sir, five words: hat, hair, logo, white, black' → half an hour later, in order → 'and they go, holy shit, nobody can do that.'
02 2- Trump - Death Penalty For Killing A Firefighter, Can You Do That Todd
📺 Trump — New York Post (MSM)
Trump (NY POST): Trump to first responders: death penalty for anyone who murders a police officer → 'and I'm going to include… a firefighter, can you do that, Todd?' → 'You'll see shootings will stop very quickly.'
05 canada - the 51st state
01 1- Trump - Milk At 409 Percent, Theyll End Up The 51st State
📺 Trump — Global News (MSM)
Trump (GLOBAL NEWS): Trump: Canada ripped us off → milk: no tariff on two bottles, 409% after → car companies all moving to America → 'they'll end up being the 51st state… we don't need them'.
02 2- Carney - Reduce Our Dependence, Careful Thats Election Interference
📺 Carney — CNN (MSM)
Carney (CNN): Carney: Pacific Link pipeline, 140,000 jobs → 'it will reduce our dependence on the United States' → the crowd erupts → 'Careful, they might think that's election interference… We're getting on with it.'
06 border - zero releases in 17 months
01 1- Mullin - 500000 Gotaways, 2268 Terrorists Arrested
📺 Mullin — New York Post (MSM)
Mullin (NY POST): Mullin on the Arizona border: 'you can't have national security without border security' → 500,000 gotaways under Biden → zero releases in 17 months → 2,268 terrorists arrested → 'May God bless the United States of America.'
07 maduro - not guilty to torture
01 1- CNN - Maduro In A Jumpsuit, False Testimony, A Wave To The Judge
📺 CNN (MSM)
CNN (CNN): CNN outside the Manhattan courthouse: Maduro in a jumpsuit, fresh haircut, 'refreshed and energized' → asked guilty or not: 'false accusations and false testimony' → judge enters not guilty → Flores: 'completely innocent' → trial pushed → a wave to the judge.
08 irs - the 74 million refund scheme
01 1- DOJ - 16000 Treasury Refund Checks, A 74 Million Scheme
📺 DOJ — New York Post (MSM)
DOJ (NY POST): DOJ Fraud Division: indictment, Northern District of Georgia → Mexican IDs of third parties → IRS numbers → 16,000+ refund checks, ~$74M → 'bad actors wherever they might live'.
03 🤖 THE AI BUBBLE
Gartner: AI capex ~$7T to 2030 vs $3.6T revenue — 80% of 'neoclouds' gone by 2030; CoreWeave's bonds above 15%, CDS pricing a default. Anthropic: $16.8B Q3, a $2T IPO 'before Thanksgiving'. France 24: Amazon buys and destroys rare second-hand books to train AI; Anthropic's 'Panama Project'. Google Play lets you vibe-code a private app (TechCrunch). 8 state AGs sue OpenAI over kids. Data centers in the midterms (Ohio Issue 25; Kentucky: 'that's anti-human'). AI fakes of the Ohio rally protester. Cologne's groping robot. Kalshi's CEO on Don Jr.
📰 Articles & links (read/context — above the clips)
Clips — 21
00 neoclouds - gartner says 80 percent wont survive
01 1- CNBC - CoreWeave Bonds Distressed, Gartner Says 80 Percent Of Neoclouds
📺 CNBC (MSM)
CNBC (CNBC): CNBC's Seema Modi: CoreWeave's 2032 bond above 15%, 'distressed' → credit desks get calls → CEO memo to staff, BofA defends the backlog → Gil Luria: CoreWeave 'first to go' → Gartner: 80% of neoclouds stop independent operations.
02 2- CNBC - Buying Loads Of GPUs With Debt
📺 CNBC (MSM)
CNBC (CNBC): Every AI company has a different model → neoclouds buy loads of GPUs and lease them to hyperscalers, on debt → the CEO's midday memo: flexibility on borrowing, or equity.
03 3- CNBC International - Three Charts, AI And Debt
📺 CNBC (MSM)
CNBC International (CNBC): CNBC International, three charts: the 10-year yield down after hot CPI/PPI → the semiconductor ETF's longest losing streak in ~20 years → CoreWeave's credit default swap more than doubled, its paper past 15% → how are they related?
04 4- CNBC International - CoreWeave Default Swaps Price In A Default
📺 CNBC (MSM)
CNBC International (CNBC): Hotter CPI → Fed hikes → AI funding costs rise → flight to safety → CoreWeave: borrow to buy chips, rent them, pledge them, no profit, ~$50B debt → CDS past 1,000 bp 'pricing in a highly likely default' → contagion: Oracle.
01 anthropic - 16.8 billion and the ipo
01 1- Bloomberg - Anthropic Investor Day, Can They Justify Two Trillion
📺 Bloomberg (MSM)
Bloomberg (BLOOMBERG): Bloomberg: Anthropic's ~5-hour investor day → Q3 $16.8B, +45%, positive free cash flow, 85% gross margin → 'can they justify a potentially up to two trillion dollar valuation' → attendees bullish, uncertainty on Q4.
02 2- Bloomberg - 85 Percent Margins, 900 Percent Retention
📺 Bloomberg (MSM)
Bloomberg (BLOOMBERG): '85%?' → no apples-to-apples with OpenAI → 'healthy… for any industry' → net revenue retention 900% → compute margin over 40%.
03 3- Bloomberg - Pause The IPO, Public Before Thanksgiving
📺 Bloomberg (MSM)
Bloomberg (BLOOMBERG): Two questions, a minute left: NYC's comptroller says pause the IPO over safety → the market backdrop → 'buyers… even in a terrible bear market' → $1.8T or $2T → 'a public company before Thanksgiving'.
02 amazon - books scanned and destroyed for ai
01 1- France 24 - 100 Books At 4.40 AM, A Human Couldnt Do That
📺 France 24 (MSM)
France 24 (FRANCE 24): 'Earth's biggest bookstore' now accused of destroying rare books → a French bookseller: 100 orders a month, same buyer → 100 books at 4:40 a.m., 50 at 4:41 — 'definitely automated' → 1,200 books, €20,000, Canada's Zoom Books.
02 2- France 24 - A GPS Tracker, An Amazon Warehouse, Spines Cut Off
📺 France 24 (MSM)
France 24 (FRANCE 24): 404 Media's GPS tracker → an Amazon facility near Las Vegas, a dinosaur-eating-books logo → 'All we do is scan books' → spines cut off, pages scanned → the books destroyed.
03 3- France 24 - Anthropics Panama Project To Scan Every Book
📺 France 24 (MSM)
France 24 (FRANCE 24): Amazon's answer: books 'to help develop and improve the products' → AI has read the internet, now needs undigitised second-hand books → Anthropic's 'Panama Project', destructive scanning of all books → nothing in US law stops it.
03 vibe coding - an app just for me
01 1- Al Jazeera - Free Photoshop And Excel, Vibe Coded With Claude
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): Al Jazeera: free Photoshop, Excel, Premiere — engineer Brandon Thomas → vibe coding = tell the AI what you want, like ordering at a restaurant → 15-year engineer, built with Anthropic's Claude, fed up with subscriptions.
02 2- Al Jazeera - Bugs, Leaks, And Who Owns The Code
📺 AL JAZEERA (?)
Al Jazeera (AL JAZEERA): The catches: AI mistakes, bugs, security holes, leaked data → copyright, look-alike apps, who owns AI code → 'a win for consumers over Big Tech' or a cost in jobs and leaks? (Ends on AJ's music outro, natural fade.)
04 openai - eight states sue over kids
01 1- CNN - Eight AGs Sue, Disgorge The Money, Change Your Model
📺 CNN (MSM)
CNN (CNN): CNN: eight AGs sue OpenAI — misled parents, ChatGPT 'safe for young people' → AG: 'harming our children in real time… the most egregious offender… disgorge any money' → kratom, hiding suicidal thoughts → 'change your model.'
05 data centers - the midterm issue
01 1- CNBC - Ohio Ballot Issue 25, Republicans Soften On Data Centers
📺 CNBC (MSM)
CNBC (CNBC): CNBC in Oregon, Ohio: refineries, a gas plant — and Vantage's 500 MW data center dividing a town of 20,000 → Kaptur vs Merrin, 2,400 votes last time → Issue 25 caps data centers at 25 MW → candidates of both parties: local decision → Trump praised data centers in Ohio.
02 2- CNN - Trump Voters In Kentucky, 35000 An Acre, Thats Anti-Human
📺 CNN (MSM)
CNN (CNN): CNN: 'I voted for Trump… I'd go questioning it now' → Trump: anti-data-center = 'backward and poor' → Mason County, KY (Trump +44): $35,000 an acre, no reason given → 'That's anti-human. That's what AI is… can't be held to God's standards.'
06 ai fakes - the ohio rally protester
01 1- France 24 - Two Fake AI Photos Of The Punched Protester
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24 'Truth or Fake': a viral photo of the Ohio-rally protester, two middle fingers, Epstein T-shirt → the assault is real → the photo is AI (Google SynthID) → the poster: 'focus on the criminal, not the pixels'.
02 2- France 24 - The Real Footage, Trump Calls Her Paid Scum
📺 France 24 (MSM)
France 24 (FRANCE 24): What really happened in Youngstown: the camera catches her hair pulled, punched → the crowd chants USA → Trump: 'paid… by the lefties… They're scum' → 'Always got to go on a diet. He's a fat guy. Wow!'
03 3- France 24 - She Is Carted Off, The Man Who Hit Her Isnt
📺 France 24 (MSM)
France 24 (FRANCE 24): 'So there you have it' — the raw footage → NBC: at least two men, one punched her → Youngstown's mayor condemns it → CBS: three removed, no evidence they were paid → 'she is carted off… the man who struck her isn't. That isn't right.'
07 robots - the groping robot
01 1- CNN - Cologne Police Investigate A Robot For Groping A Teen
📺 CNN (MSM)
CNN (CNN): CNN: Cologne police probe a robot that 'allegedly touched a 16-year-old girl's buttocks and made thrusting motions' on a livestream → controlled by a 16- and 19-year-old? → robot and phones seized → who is accountable.
02 2- PBS - Faster Than Usain Bolt, Then They Crash And Burn
📺 PBS NewsHour (MSM)
PBS (PBS): PBS robotics professor: people don't want brakes or seat belts → the Robot Olympics: faster than Usain Bolt → 'then they crash, and they burn' → performance vs safety → 'we just cannot put them out in the real world.'
08 kalshi - don jr and the prediction markets
01 1- Kalshi CEO - Don Has 10 Million Followers, Never Any Regulatory Involvement
📺 Kalshi CEO — MSNBC (MSM)
Kalshi CEO (MS NOW): Kalshi's CEO to Ruhle: 'Don does like prediction markets… 10 million followers… huge influence over this administration' → hired before the election → 'never any regulatory involvement' → 'not a poll, it's actually probabilities'.
04 💰 MONEY
FY2026 deficit $1.99T; interest on the debt $1.4T; tariff revenue +57% but $145B refunded. Fed Chair Warsh: 'a new chapter at the Fed, we're not in that business anymore.' Halloween candy +45% in five years. Tesla's 'flying' Roadster (production 2028, not road-legal). Ahold Delhaize hack — Giant, Stop & Shop, Food Lion down; 'that would be Iran'.
📰 Articles & links (read/context — above the clips)
Clips — 7
00 economy - two trillion and the fed
01 1- CNBC - The Deficit Hits 1.99 Trillion, Interest At 1.4 Trillion
📺 CNBC (MSM)
CNBC (CNBC): CNBC: FY26 deficit $1.99T, +12% → receipts +3%, outlays +6% → corporate taxes −16% net → tariffs +57% but $145B refunded → Social Security $1.7T, interest $1.4T (+12%), Medicare, defense.
02 2- Warsh - A New Chapter At The Fed, Were Not In That Business Anymore
📺 Warsh — NBC News (MSM)
Warsh (NBC): Warsh at the IMF: central bankers all talk about prices → 'we removed a dose of accommodation about a month ago' → won't prejudge → 'It's a new chapter at the Fed, and we're not in that business anymore.'
01 halloween - candy up 45 percent
01 1- ABC - Candy Up 45 Percent In Five Years
📺 ABC News (MSM)
ABC (ABC): ABC: candy +8% in a year, +45% in five → cocoa weather → chocolate 51% top pick, 15% don't like candy → tips: bulk, unit price, mixed bags.
02 tesla - the flying roadster
01 1- CNN - So We Dont Kill Anyone, Hopping Not Flying
📺 CNN (MSM)
CNN (CNN): CNN: 'the new roadster will be able to fly' → 10 nozzles, leapt a row of Teslas, no driver — 'to make sure we don't kill anyone. Correct.' → 0–60 under a second, no long flight → experts: hopping, years of regulation → 2028, 'by years'.
02 2- Global News - A Stunt, Not Approved For Public Roads
📺 Global News (MSM)
Global News (GLOBAL NEWS): Global News: rocket-like thrusters, 'Well, it worked' → old Roadster in space, SpaceX parts in the new one → 'looks AI generated' → Canadians want cheaper EVs → not approved for public roads → 'a stunt'.
03 grocery hack - giant and stop and shop
01 1- 6abc - Giant And Stop And Shop Hacked, That Would Be Iran
📺 6abc Philadelphia (ABC) (MSM)
6abc (6ABC): 6abc: Giant and Stop & Shop apps down → Ahold Delhaize: a confirmed cybersecurity incident → stores open, no stolen data, no ransom demand → 'one potential culprit… going after energy facilities… now a food source facility, right? And that would be Iran.'
02 2- 6abc - Iran Probing Dams And Ports, Everything Is A Target
📺 6abc Philadelphia (ABC) (MSM)
6abc (6ABC): No one has claimed responsibility → Jack Tamacchio: Iran has spent years probing dams, power plants, ports → the food supply as another target, 'Everything is a target' → shoppers: 'makes you double think if that's a safe way to be shopping'.
05 🦠 PLAGUE AND PESTILENCE
Measles: six deaths in Pennsylvania, 4,000+ US cases (most since 1991); a CDC 'disease detective'. Ebola: Kenya's third case. Jalen Hurts' blood clot — ABC's Dr. Narula on clots, long flights and blood thinners. Havana Syndrome: the CIA's 2014 Kyiv team hit again; the FBI's 'mass hysteria'.
Clips — 6
00 outbreaks - measles and ebola
01 1- ABC - Six Measles Deaths, CDC Sends A Disease Detective
📺 ABC News (MSM)
ABC (ABC): ABC: six measles deaths in Pennsylvania since August, 1,200+ cases, 4,000+ US (most since 1991) → CDC 'disease detective' → Shapiro vs RFK Jr. over misinformation → 'that vaccine is available today.'
02 2- France 24 - Kenya Third Ebola Case, Patient Zero Went Through Uganda
📺 France 24 (MSM)
France 24 (FRANCE 24): France 24 in Nairobi: Kenya's third Ebola case, a relative, already in quarantine → Red Cross: early detection works → patient zero passed through Kampala and Entebbe → Uganda tracing contacts.
01 jalen hurts - the blood clot
01 1- ABC - Dr Narula, Superficial Clots Can Go To The Lungs
📺 6abc Philadelphia (ABC) (MSM)
ABC (6ABC): ABC's Dr. Tara Narula: a superficial-vein clot can extend into deep veins → break off to the lungs, a pulmonary embolism → injuries, varicose veins, immobility, long flights, hypercoagulable, cancer → highest risk first three months.
02 2- ABC - Blood Thinners, No Contact Sports, The Flight From London
📺 6abc Philadelphia (ABC) (MSM)
ABC (6ABC): Treatment: ultrasounds, anti-inflammatories, compression, blood thinners up to 45 days → no full-contact sports → he flew home from London — long flights cause clots → 'talk to your doctor'.
02 havana syndrome - russia and the fbi
01 1- PBS - The CIA Team From Kyiv Was Hit Again
📺 PBS NewsHour (MSM)
PBS (PBS): PBS: Russia's link — the CIA's Kyiv station worked against Moscow in 2014 → Putin blamed the CIA → at least three of those officers later hit in Hanoi, England, Tashkent → careers derailed.
02 2- PBS - The FBI Called It Mass Hysteria, The Victims Call It Gaslighting
📺 PBS NewsHour (MSM)
PBS (PBS): The FBI's 'mass hysteria' → a cold case in Cuba, no CCTV → handed to a behavioural scientist who never met a victim → 'lying or under stress' → used by CIA leaders to make it go away → the victims call it gaslighting.
06 ⚰️ CRIME
Silver Rail Elementary, Bend, Oregon, Thu 15 Oct: a 16-year-old former pupil killed three children (5, 8, 11) and teacher Megan Lambert, 25, in a special-education classroom; a teacher tackled him; Kaylub Giamanco, a dad with two daughters there and a concealed-carry .40, shot him before police arrived. NBC: the shotgun may have been bought by his mother.
📰 Articles & links (read/context — above the clips)
Clips — 7
00 bend - the school shooting and the good samaritan
01 1- Bend Police - Over The Fence, Into The Pickup, Into The Classroom
📺 Bend Police — NBC News (MSM)
Bend Police (NBC): Bend police timeline, 12:58 p.m.: over the fence → fires at the red pickup → the dad sees it → shoots through the glass doors → straight into the classroom on the left, up to 15 rounds — 'all of the victims were shot in that classroom.'
02 2- Bend Police - Birdshot Buckshot Slugs, The Dad With The 40 Caliber
📺 Bend Police — NBC News (MSM)
Bend Police (NBC): Birdshot, buckshot and slugs → the 36-year-old dad takes his legally secured .40 from his truck, hears shots, sees a teacher fighting the suspect, fires → the injured girl and teacher → two boys and a teacher dead when officers arrived.
03 3- Bend Police - The Teacher Threw Her Phone And Tackled Him
📺 Bend Police — NBC News (MSM)
Bend Police (NBC): The five-year-old named at his family's request (Rome Summer) → teacher Megan Lambert, 25 → Maverick 88 shotgun, 44 rounds left → a second hero: a teacher threw her phone and tackled him.
04 4- Bend Police - I Will Not Say His Name Again
📺 Bend Police — NBC News (MSM)
Bend Police (NBC): 'We will identify the suspect one time. I will not say his name again' → 16, a former pupil, on foot → how he got the gun is under investigation → 'some of them may never be answered.'
05 5- NBC - The Good Samaritan Doesnt Feel Like A Hero
📺 NBC News (MSM)
NBC (NBC): NBC's Liz Kreutz with the brother: the Good Samaritan won't speak, 'doesn't feel like a hero' → driving home for lunch, saw the gunman, concealed carrier, ran in → a carpenter, two daughters at the school, safe.
06 6- NBC - Violent Material Online, A Gun Bought By Mom
📺 NBC News (MSM)
NBC (NBC): Tom Winter: the 16-year-old named → no public social media → investigators focused on 'extremely violent material' online → the gun possibly bought by his mother around his August birthday → 'could have been a lot worse'.
07 7- NBC - Could The Mother Be Charged
📺 NBC News (MSM)
NBC (NBC): Anchor: 'incredibly angry'… Oregon's robust gun laws, 18 to buy → could the mother be charged? → Winter: not accused of anything, but prosecutors have charged parents lately — 'on the table'.
07 🌍 CLIMATE
Producer Hugh Allison leads: CBS with climate scientist Jonathan Overpeck — Canada's fires 'are getting worse… as long as we keep putting the greenhouse gases up' — and Hugh's note: 'How many times have we heard this?' Then UN chief Guterres in Yerevan: 'Subsidizing fossil fuels is subsidizing suicide.' (Ackerman: 'Fossil fools!')
📰 Articles & links (read/context — above the clips)
Clips — 2
00 producer - hugh allison, cbs climate extremes
01 Producer Hugh Allison - CBS, Climate Scientist Blames Canada Wildfires On Fossil Fuels
📺 Producer Hugh Allison — CBS News (MSM)
Producer Hugh Allison (CBS): CBS anchors ask climate scientist Jonathan Overpeck (dean, University of Michigan School for Environment and Sustainability) whether Canada's wildfires are worse and climate to blame → 'Yes and yes' → warmer springs and falls dry the vegetation → 'as long as we keep putting the greenhouse gases up… mainly by the burning of fossil fuels… hotter, drier, and burn more' → the smoke funnels into the Midwest and East. Date of the CBS segment not given.
01 climate - subsidizing suicide
01 1- Guterres - Subsidizing Fossil Fuels Is Subsidizing Suicide
📺 Guterres — Euronews (MSM)
Guterres (EURONEWS): Euronews: Guterres in Yerevan → 'Subsidizing fossil fuels is subsidizing suicide… boiling our planet' → end the handouts → $30 to degradation for every $1 to nature → 200 nations at the biodiversity talks.