Jack Gillin

@Scobleizer @elonmusk Claude Mythos fingers prints ?

I was hacked earlier. Thanks to @elonmusk’s team for helping me. Although they got him to unfollow me. And trying to figure out the damage they did in addition. They hit several accounts at once. So taking other steps. Clean installing everything. Sigh.

@BitcoinIntelX $42,750 calls it quits ;-)

How much money do you need? I’ll pay Real answers only.

Low budget Alien

Breaking!! 🚨 Largest shared micromobility company @limebike is going public and just filed their S1. 🚀 Here is everything you need to know: 👉Revenue grew 29% to $886.7m in 2025, up from $686.6m in 2024 and $522m in 2023. 👉Net loss widened to $59.3m in 2025, vs $33.9m in 2024 👉Geography split (2025 revenue): - United States: 32% of total (~$284m) - United Kingdom: 22% (~$195m) - France: 10% (~$89m) - Rest of world: 36% 👉Gross profit hit $345.4m in 2025 (39% margin), up from $281m in 2024 👉Adjusted EBITDA reached $218.1m (+42% YoY), with Q1 2026 already up 250% YoY to $7.5m. 👉Operating income turned positive at $70.4m in 2025 vs the $24.6m loss in 2023. 👉19 million riders served globally in 2025, across 230 cities in 29 countries. 👉Globally, Lime is nearly 3× the size of the next largest operator by monthly active users 👉E-scooters + e-bikes operated under an exclusive distribution partnership with Uber, which drove ~14% of total revenue in 2025. 👉Marketing spend: just ~2% of revenue. 👉116% operational fleet retention rate in 2025 👉Accumulated deficit stands at $806m. Working capital is negative $529m. 👉4.3B+ shares in outstanding options and 2.1B+ RSU shares vest at IPO or thereafter. 👉Cash in the bank: $261.3m 👉Senior Secured Term Loan: $114.2m classified as current (due within 12 months). The IPO proceeds are earmarked specifically to repay this in full. 👉2020 Notes outstanding: $209.6m (includes the $85m @Uber Note + $85m Investor Notes plus accrued interest). These convert to equity at IPO and so, not a cash obligation. 👉2021 Notes outstanding: $682.9m will also convert to equity at IPO, not repaid in cash. 👉Total debt converting at IPO: ~$892m, which is a massive equity dilution event for incoming shareholders. This is a massive milestone for the industry and one which we've been waiting for. Current debt level is concerning, but if the IPO is successful, most of the debt on the books will either convert or be repaid. ~30% growth at this scale is incredible! We've also seen similar growth numbers at @voitechnology. Market is still massive and current companies including Lime haven't covered enough. imo, there is much more room for growth. I'm hoping that the filing will be well received and that they have a successful IPO. If they do, every company in this segment will reap the rewards and may be many more will go public. Congrats @wayneting and the entire Lime team 👏

@venturetwins Can I try it please?

I've been testing a new image model dropping soon 👀 It's a breath of fresh air - the visuals are insane, and it makes image generation feel like art again. I have a couple invites, comment or DM if you want to try it!

Tether just fine-tuned a 13B AI model on an iPhone 16. No data center. No enterprise GPU. Full privacy.

@Scobleizer In Yoda-speak to make it more interesting. Chaucer will come back in programmatic vogue.

New job requirement: uses English to do unusual things.

@Scobleizer Better than flying toasters!

I need one of these screen saver.

@boxcardavid But of course the answer is already in my hand!

Robot actuator overheating solved by asia the same way I solve myself overheating in asia

@boxcardavid Sony got into the act with this custom shirt / hardware solution… maxim.com/gear/sony-reon…

@BitcoinIntelX 63

I recorded a 20-minute walkthrough of NovaStation — my personal AI operating system. This isn’t a chatbot window. It’s a live command center for my whole world: 🦊 Nova / Mission Control The home base. It tracks active systems, agent lanes, health checks, memory, alerts, drafts, approvals, and what needs my attention next. 📈 Market Swarm A multi-agent market intelligence layer watching MAG7, AI infra, metals, product trends, and crossover signals — filtering noise down into actionable themes. 🐕 iSpeakDog + Dog Director My dog training/media automation wing. It handles content pipelines, Trello/Zapier routing, image generation, post review, and platform-specific publishing workflows. 🌳 Dee Dog Park / Charlie A dedicated Gemini-powered lane for Dee Dog Park operations: calendar, email, reservations, customer signals, and business support. 🏗️ iNovaVation / Builder OS A product-build dashboard for new ideas, internal tools, websites, experiments, and business lanes — including nightly build tracking. 🧠 NovaForget A memory and knowledge-base system that lets agents retain context, handoffs, decisions, lane history, and operational state across sessions. 🖥️ Skip / Dell Node A remote workhorse machine connected over Tailscale through OpenClaw Node, giving NovaStation access to another computer as part of the operating system. 🏛️ Boardroom / R&D Lab A place for agent debate, planning, research, strategy, and structured decision-making. 📬 Gmail / Calendar / Mail Room / Alerts Live operational panels pulling the boring-but-critical stuff into one place so I don’t have to chase ten apps. The wild part is that most of this is not mocked. These are real workflows, real agents, real automations, real APIs, real memory, real dashboards, and real businesses being wired together. The goal isn’t “AI assistant.” The goal is an AI-native command center where agents, tools, memory, automations, products, content, markets, and operations all live in one interface. NovaStation is becoming the dashboard I always wished existed. 🦊 20-minute screen record below. This is what it looks like when AI stops being a tab and starts becoming an operating system.

I’m giving this a try!

@BitcoinIntelX DONE

@ChrisJBakke Here, here <cha ching-aling> in micromoney!

PRESIDENT TRUMP and several members of cabinet were rushed out of the dinner here at the Washington Hilton.

@Segway US and Europe local proof: listen to TrustPilot’s 836 reviews of the Chinese company Ninebot’s owned Segway and the rating of these products and service performance: 1.3 out of 5 = Bad rating. trustpilot.com/review/www.seg… & 220,000 previous units were recalled: cpsc.gov/Recalls/2025/S…

1 million units. Global proof. How popular is the Ninebot E Series in different countries? “In America it's one of our best selling product.” “It's the number one seller in Australia.” “We like it very much. The Ninebot E-Series is very important for us. Are you one of our Ninebot E Series Riders？Tell us！ #Segway #E2MillionMilestone #NinebotESeries #CarryYourLife #GlobalPartner

US and Europe local proof: listen to TrustPilot’s 836 reviews of the Chinese company Ninebot’s owned Segway and the rating of these products and service performance: 1.3 out of 5 = Bad rating. trustpilot.com/review/www.seg…

@boxcardavid Ouch

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC