George Donald @gmdonald.bsky.social (@GMDonald) profile picture

Retired after 35 years in IT. Arthritis and a long wait for a hip replacement (36 weeks) led to a retirement project on NHS performance data.

Joined March 2012
Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)Photo by George Donald @gmdonald.bsky.social (@GMDonald)
Latest threads on NHS performance data for all four UK countries: NHS England In Progress - bsky.app/profile/gmdonald.bs… NHS Scotland - bsky.app/profile/gmdonald.bs… NHS Wales - bsky.app/profile/gmdonald.bs… NHS Northern Ireland - bsky.app/profile/gmdonald.bs…
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George Donald @gmdonald.bsky.social retweeted
Inflation is eating into the NHS budget, putting waiting times and treatment targets at risk, a leading think tank has said On Monday night, the Health Foundation warned that the health service was facing a "perilous" situation after "little additional money" was included in the Autumn Budget The think tank said that while the £1.1bn increase to the Department of Health and Social Care's day-to-day budget since the Spring Statement is welcome, the department needs an additional £1.6bn "to cover inflationary pressures alone", reports @matilda__martin politicshome.com/news/articl…
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George Donald @gmdonald.bsky.social retweeted
And now we have reporting from Bloomberg claiming that NVIDIA was specifically inquiring about the Chinese spy when they tried to intervene in a Commerce Department probe. Imagine what else Congressional investigators are going to find once they start issuing subpoenas.
Another story just dropped in the FT. Some people are overestimating the odds Jensen can survive this because they're taking a static view of the information that was publicly available last night. But as the stories this morning show (and upcoming Congressional hearings are likely to find) this is a dynamic situation and new information is much likelier to break against Jensen than in his favor. Expect it to keep getting worse.
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George Donald @gmdonald.bsky.social retweeted
Well this is timely as I have two presentations this week on the EU economy and China. Short version, they are now an economic superpower here to stay which will mean reconfiguration of the European economy - but China "winning" is not an end state. ft.com/content/a267d321-a489…
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George Donald @gmdonald.bsky.social retweeted
Blumenthal's Nov. 5 letter asks White House ballroom donors for records, sets a Nov. 30 deadline, and warns that Congress may pursue other means to obtain them. It says nothing about prison. Trump called that “extortion,” pronounced the donors innocent, and ordered DOJ to investigate the Democrats asking questions. Then he suggested the “extortionists” should be imprisoned. A Senate inquiry into whether donors received government favors has become, in the president's telling, grounds for a criminal investigation of the investigators. The demand for records is in writing. So is Trump's demand for punishment.
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George Donald @gmdonald.bsky.social retweeted
Am fed up hearing Ministers and senior 'leaders' in the NHS declaring corridor care 'unnaceptable'. The word 'unnaceptable' implies you will do whatever it takes to quickly solve the problem-not utter platitudes & half-arsed schemes that will make little or no difference.
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George Donald @gmdonald.bsky.social retweeted
Consumer agents are looking like a fad
“.. Out of the 320 million trips processed by Uber Technologies Inc. and Uber Eats over the week of Halloween, just 500 food deliveries and four ride-hailing trips were made via agent ..” @opinion $META bloomberg.com/opinion/articl…
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George Donald @gmdonald.bsky.social retweeted
“so over” as the tech bros love to say. who knew that thing that would pace the frontier was skittish bankers?
“.. Some banks, which ​just a few wks ago were lining up to fund AI deals, are now telling market participants they would be reluctant to finance additional deals even when they involve guarantees ‌from the sector's marquee technology companies.” @Reuters reuters.com/legal/transactio…
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George Donald @gmdonald.bsky.social retweeted
🚨it’s just getting worse and will continue to get worse
Another story just dropped in the FT. Some people are overestimating the odds Jensen can survive this because they're taking a static view of the information that was publicly available last night. But as the stories this morning show (and upcoming Congressional hearings are likely to find) this is a dynamic situation and new information is much likelier to break against Jensen than in his favor. Expect it to keep getting worse.
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George Donald @gmdonald.bsky.social retweeted
shh. don’t use the word “bubble”
BREAKING: Nvidia $NVDA has officially entered a bear market. It has crashed -30% over the last 34 days, wiping out $1.81 trillion which is almost equal to the entire market cap of SpaceX.
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George Donald @gmdonald.bsky.social retweeted
this is so bad. Jensen pulled strings to protect his mistress’s Chinese cutout company.
The NYT reports Nvidia sent a "I know your manager" to agents at the Commerce Department, intervening in an investigation of the company that was led by the Chinese spy. The investigation was then halted and transferred, potentially tainting the case.
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George Donald @gmdonald.bsky.social retweeted
the fact that (outside of Bloomberg/NYT) this story was ignored by the MSM is an industry-wide failure. The Alice Huang story - outside of the espionage angle - involves very little new information, and Culper did exhaustive work - including reporting the alibaba loan! - in May!
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
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George Donald @gmdonald.bsky.social retweeted
the trend here seems pretty clear. why anyone would buy Anthropic at the IPO is beyond me.
Limping to the Starting Line Anthropic’s IPO expectations have collapsed as growth and profitability measures continue to disappoint, risking a more full scale re-rating of the AI mania critical to keeping the economy going. bobeunlimited.substack.com/p…
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George Donald @gmdonald.bsky.social retweeted
Tonight 9pm on @BBCTwo the sodium valproate drug disaster is explored in detail thanks to @littlegemtv and @JanetWilliams99 @Emma4facs Was a privilege to help out with the show and I hope you all tune in. As a primer, my Sunday Times investigation thread here:
Investigation: A scandal worse than thalidomide. Six babies a month are still being born after exposure to sodium valproate, a drug known for decades to cause disabilities in babies. Women are still not receiving warnings: thetimes.co.uk/article/the-n… #compensationforvalproate
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George Donald @gmdonald.bsky.social retweeted
I don't think there's any doubt that Labour will abandon their red lines on EU relations at the next election. The only serious question is whether they will explicitly pursue rejoin. I currently reckon 50:50. theguardian.com/politics/202…
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George Donald @gmdonald.bsky.social retweeted
I can’t emphasize enough that tech bros with seemingly little to no understanding of humans and their behavior have not and cannot “predict” our future. I can tell you, it is not going to go the way any of them are saying. Are they screwing everything up disastrously? Yes. Will we need skills after that point? Absolutely and completely. Keep your children and teenagers engaged and educated. They will absolutely still need it. Remember, they will outlive these guys.
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George Donald @gmdonald.bsky.social retweeted
oh my god. this just gets worse and worse: Commerce department inquiry into Megaspeed stopped after Nvidia intervened.
This is crazy. The Commerce Department inquiry into Megaspeed was halted after Nvidia intervened. Context: Jensen Huang was allegedly romantically involved with a Megaspeed executive believed to be a Chinese spy, and Megaspeed is the cutout providing US compute to China.
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George Donald @gmdonald.bsky.social retweeted
this is bigger in some ways than the Jensen scandal.
Token usage at OpenAI and Anthropic slipping in the last couple weeks.
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George Donald @gmdonald.bsky.social retweeted
Russell Brand has been sentenced to 10 years 6 months. At his trial his lawyer invited the judge to conclude the offences were 'the consequence of that level of fame.' No. They were the consequence of him being a rapist who thought fame meant he could do it and get away with it.
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George Donald @gmdonald.bsky.social retweeted
Wow!! Jensen hired a PR firm known for handling sex scandals last year.
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George Donald @gmdonald.bsky.social retweeted
This bullshit again? Ok Donald, get Rudy activated. Have Four Seasons Total Landscaping to reserve some time. Go pull Mike Lindell out of cold storage. Schedule a rally in front of the Capitol for January 4th. truthsocial.com/@realDonaldT…
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