biznum 🐏

In 2016 my son and I took a visit to a ⁦@Tesla⁩ showroom for a test drive for fun. Came out blown away and knew at that time this car and the company was going to be the future of the auto industry. Congrats to all my ⁦@Tesla⁩ bulls! 🤣👏🏼🎉👊

My first interview with @Brian_Armstrong, Co-Founder and CEO of @Coinbase. 0:25 Crafting narratives 2:28 Bias towards action 4:06 Biggest calls in Coinbase’s history 5:53 Developing intuition for making big bets 7:30 Getting truth out of people 10:04 Being anti-authority 12:30 The 3 levels of communication 14:39 Practicing to pitch w Paul Graham in 2012 16:55 Working w Fred Ehrsam 20:33 Hashing out bad decisions in the early days 22:23 Having a scarcity mentality around people 23:31 Action produces information 27:34 “If you wait for perfect clarity, you’re never going to get anything done” 31:45 Uber vs Lyft in crypto 34:23 Building trust 36:30 Advancing the mission of Coinbase 38:33 Skillsets: fundraising, storytelling, recruiting, sales 40:10 Prediction markets and AI generated content 43:58 How he operates differently than other big startup CEOs 45:18 Solving his greatest fear 48:09 Burnout and running at a marathon pace 51:20 Experiencing pain 54:32 Hiking and getting out in nature 56:54 It’s always wartime 58:58 Defining moments of crisis 1:05:35 Finding the next marching post 1:07:18 Installing ideas in people’s minds 1:10:25 The power of bringing people together over dinner 1:13:00 Action produces action 1:14:10 Backing founders outside of Coinbase 1:15:45 Scheduling 4 week long-long vacations a year 1:18:35 Finding people who raise your energy 1:20:18 Leaving a trail of proof of work 1:23:03 Touching people emotionally 1:25:19 Why we built the Iron Bank of Braavos 1:26:38 Playing an infinite game 1:31:47 Selling brownies on The Silk Road 1:35:36 My philosophy for Relentless 1:38:35 Business is like playing Civilization 1:44:59 Bonding w Fred Ehrsam over video games 1:45:47 Never leave a meeting without next steps 1:49:06 How Coinbase makes acquisitions 1:50:30 Why Coinbase’s best acquisitions were people 1:52:00 Bitcoin is the new gold standard

🚨INTERVIEW: Bryan Johnson just took the world's biggest dose of psychedelics... here are his reactions 48 hours later. @friedberg sits down with @bryan_johnson (0:00) Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next frontier: organoids and gene therapy (33:26) GLP-1s, abundance, and human optimization (35:35) The longevity drug nobody's talking about? -------------------------------------- Thanks to our partner for making this happen! The Pod by @eightsleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at eightsleep.com/allin for up to $350 off.

crazy/interesting/fun chat w Bryan...

Most interesting chart I’ve seen in quite some time. From @eglyman

The Dems are not happy with Elon's offer to pay the salaries of TSA personnel.

You might disagree, but this tradition is one I love about Carolina! I love we have a coaching lineage in the Carolina Family. From Coach McGuire to Coach Smith to Coach Guthridge to Coach Doherty to Coach Williams to Coach Davis. That’s 74 years of lineage. That’s special.

@Kalshi 👀👀

SPACEX: Major SpaceX shareholder, Fidelity Investments stated they see a viable long-term path for Elon's vision of AI data centers in orbit. Karin Fronczke, head of global private equity investments at Fidelity, said in a Bloomberg interview "Conceptually it makes a ton of sense in the longer term to be thinking about data centers in space." She added that the economics depend on Starship achieving full reusability and operating at scale to drive down launch costs.

SpaceX IPO – April, 20th

BREAKING: Apple is reportedly in talks with SpaceX for Starlink-powered satellite internet on iPhone 18 Pro. New patent for seamless handovers enables continuous connectivity anywhere on Earth.

I'm always surprised to see that cats are so good at fighting snakes. The snakes usually don't stand a chance. 🔥🔥🔥

Elon Musk just explained how Starlink moves the GDP of entire nations. The formula is so simple it should embarrass every development agency on the planet. Musk: “GDP is a function of average productivity per person.” Productivity per person goes up. GDP goes up. That is the whole equation. Everything else is decoration. And connectivity is the single largest lever on Earth for pushing that number. Musk: “If you don’t have access to the internet, or it’s too expensive or low bandwidth, you cannot access the MIT lessons and you can’t sell the goods and services that you produce.” No internet means no global knowledge. No global markets. No ability to sell to anyone beyond your village or learn from anyone outside of it. The penalty is total. And it has nothing to do with the person serving it. There is a child alive right now who is as intelligent as anyone who has ever walked the halls of MIT. She does not know it. Nobody around her knows it. Because the coordinates of her birth have no connectivity. No library. No signal. No link to the world that would show her what she is. She will grow old inside a ceiling that geography built for her. Not because of talent. Not because of effort. Because of a satellite that had not been launched yet. Musk: “Internet connectivity is certainly a candidate for one of the things that would do more to lift people out of poverty than anything else.” Traditional infrastructure takes decades. Fiber has to be laid. Towers have to be built. Permits have to be approved. Capital has to be attracted to regions that cannot attract it. Starlink bypasses all of it from orbit. No cables. No permits. No waiting for a government to prioritize your village. A dish goes up. Isolation ends. Someone who could not access a textbook yesterday downloads MIT’s entire curriculum today. Someone who could only sell to neighbors starts selling to the planet tomorrow. That is not an upgrade. That is a different life. Musk: “Starlink will actually move the GDP of countries. Like it’s gonna be that kind of thing.” He said it like a feature update. But read it again. Move the GDP of countries. Not a company’s revenue. Not an industry’s output. The gross domestic product of nations. Shifted by one constellation. The telecom industry spent decades deciding which regions were profitable enough to connect. The rest were written off. Starlink does not make that calculation. It covers the planet. Every farmer. Every welder. Every kid with a clear view of the sky. The minds that will cure diseases, solve energy, and build things we cannot yet name are already alive. They are already thinking. They have no signal. Starlink is the first technology in human history that can reach them at the speed of deployment instead of the speed of bureaucracy. And when those minds come online, they will not change their own lives. They will change the trajectory of the species. That is what Musk actually built. Not a telecom company. The largest unlock of human potential ever launched from a single network.

Sequoia's @shaunmmaguire on Why Elon's TERAFAB is Underrated: "I’m gonna sh*t on a lot of other investors for a second." “I’m watching people come in with what I’d call 8th grade level education on the industry, trying to make definitive statements.” "I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers." "People are assigning way too low a probability that it will work.” Hill & Valley Forum 2026 (@HillValleyForum) / @elonmusk . . . “I think it’s underrated because I think people don’t think it’s gonna work. Like I think a lot of people view it—and again, this is a systems-level problem—and I’m gonna just go get sh*t on a lot of other investors for a second. It’s been pretty wild for me as chips became all the rage again. To brag for a second, I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers. If you think about the silicon industry, from the mid-50s to the mid-90s, the bottleneck was actually chemical steps. It was not lithography—it was making ultrapure wafers, which require 20+ chemical steps. Then it flipped to lithography, and EUV became probably the hardest single step in semiconductor manufacturing. But there’s all these investors that, three years ago, had never done anything in hardware, had never thought about semiconductors, that are brand new and think that they’re experts. I’m not trying to say I’m an expert—there’s a lot I need to learn—but I’ve at least been paying attention to this field for a very long time. And I’m watching these people come in with what I’d call eighth-grade-level education on the industry, trying to make definitive statements around what the bottlenecks are, what’s gonna be hard. They’re basically just parroting each other. It reminds me a lot of when people were trying to assess the likelihood of reusable rockets working in 2014, or Starlink working in 2019–2020, where everyone would tell me to my face: it will not work. Or when people were saying self-driving will never work. Especially with camera-only—where Elon was a contrarian doing camera-only rather than vision plus lidar. All these things fit the same pattern of people thinking superficially when they’re brand new to a field, then having strong opinions on how things are gonna work. And I think that on TERAFAB, people are assigning way too low a probability that it will work. I personally feel confident that it will. Timeframe—there are questions—but I’ve thought through all the different steps. Almost everyone, when you talk about TERAFAB, they’re like, ‘but what about EUV?’ And EUV is something they first learned about in the last 18 months. It’s comical to me."

I love going on @tbpn @johncoogan and @jordihays aren’t looking for gotchas They love businesses, tech and the future And they let people riff and have fun Respect 🫡

AI coding agents can now deliver one-shot custom apps straight to your phone. It’s the beginning of the end for the iPhone’s dominance.

@FutureJurvetson @john_lifrieri @iamoluwasoye @elonmusk @tferriss 100%

@john_lifrieri @iamoluwasoye @elonmusk @tferriss wow, thanks. Link for the curious: x.com/FutureJurvetso…

Why Larry Page said he’d leave his money to @elonmusk Elon Musk if he got hit by a bus In this panel with Elon Musk, venture capitalist Steve Jurvetson tells a story of Google cofounder Larry Page saying he should leave all of his money to Elon Musk: “I could give my money to a nonprofit and a lot less would get done than a corporation that’s pursuing things that are directly aligned with things I care about, like getting off of oil and colonizing other planets.” Page believes in those missions and thinks that “a corporation endowed with the right to do that as its business purpose is the best vehicle out there.” Jurvetson contrasts this with the approach of Bill Gates who spent the first half of his life building a gigantic for-profit company and the second half working with non-profits. A “purpose-driven business” could offer the best of both worlds. In fact, Jurvetson shares that the best-performing startups in his venture portfolio often have compelling missions. And it aligns well with Sam Altman’s advice that it’s easier to start a hard company than an easy company: “The most precious commodity in the startup ecosystem right now is talented people, and for the most part, talented people want to work on something they find meaningful… An easy startup is a headwind; a hard startup is a tailwind. If people care about your success because you seem committed to doing something significant, it’s a background force helping you with hiring, advice, partnerships, fundraising, etc.” Video source: @StanfordGSB (2013)

Optimus

Never forget this Hubert Davis moment from 2022. Sure, we need a better coach, but couldn’t have asked for a better man. Thanks for everything, Hubert. 🩵 #GoHeels

Neuralink is restoring speech to those who have lost the ability to speak