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Cannot beat the energy density of nuclear.

Roll the whole thing up under the Treasury. Federal Reserve on its own causes more harm than good. We did this back in 1951 with the Treasury-Fed Accord. Let's bring it back!

Espresso Martinis are basically the adult version of Redbull Vodkas

Well, the good news is, there's solutions for this that exist.

This is why xAI will win. And also why we are going to need to go to nuclear for energy.

This is why Apple is cooked. Instead of investing in AI, where they have ZERO market share, they're fucking around with liquid glass. A pseudodesigner's intellectual sparring match against nobody. No one gives a shit about this UI. It will fail because of flawed fundamentals.

When you think on a long enough timescale, it's obvious that we'll shift computing to space. Makes so much sense on many optimization vectors.

$20 says a trade deal with China is announced in the next 30-60 days. Emerging markets will rip and demand for CNY/CNH will increase significantly. That will be the real test for inflation. IMO, it won't change inflation % and the Fed will still look like morons.

Here we go 🚀🚀

Apple is the new Intel. Once a leader, but then got too complacent. Focused on marginal, incremental improvements, but nothing game-changing. Completely exposed to newcomers and adjacent threats, yet dismissive because leadership doesn't want to spook shareholders. RIP.

The most amazing thing about LLMs is their ability to learn/discover lower manifold patterns, simply through training. Pretty amazing.

Unleashing American nuclear energy in 3...2...1...

Lmfao. Absolute power move. Love it.

Turns out, everything really does just comes down to physics.

Never rest on interns dude. Some intern just built one of the absolute sickest custom AI agent. Can't say what for but man... we are accelerating. Changes the game yet again.

There's a lot of talk on LinkedIn about AI-Native CRMs. Not to be cynical, but I think these companies are completely misleading. Just because your CRM can transcribe call notes and add them to a contact does not mean you are AI-Native. Going to do a bigger write-up on this.