OrbitWinder

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OrbitWinder

OrbitWinder

@OrbitWinder

Disgruntled investor & tech optimist

New York, NY Beigetreten Ekim 2025
138 Folgt108 Follower
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OrbitWinder
OrbitWinder@OrbitWinder·
Reindustrializing America requires a deep cultural shift. For decades, we’ve told kids that “real success” is going to college and finding a job in the knowledge economy. Unfortunately, society in the United States began to look down on the skilled trades, workers in factories, and those engaged in manual labor. And now we are paying the price. Reviving manufacturing in the United States means we have to restore pride in trades, honor machinists, welders, and factory workers as much as we do for software engineers, lawyers, doctors, and finance professionals. This culture shift is what I am dedicating myself to, because it’s the most important component of the value key chain in reindustrializing.
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OrbitWinder
OrbitWinder@OrbitWinder·
@pmddomingos AI removes friction. It will kill industries and will bring to life new ones.
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Pedro Domingos
Pedro Domingos@pmddomingos·
AI is the apex predator of technology.
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OrbitWinder
OrbitWinder@OrbitWinder·
@unusual_whales Reopening the Strait of Hormuz is a side effect of broader goals and objectives.
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unusual_whales
unusual_whales@unusual_whales·
Reopening the Strait of Hormuz — a critical conduit for global energy supplies — has emerged as perhaps the paramount objective of the Iran war, per WaPo
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OrbitWinder
OrbitWinder@OrbitWinder·
@chamath Grok is still 100x better. That’s a hill I will die on.
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
goddamn...wow.
Sawyer Merritt@SawyerMerritt

NEWS: OpenAI just announced that it has officially closed their latest funding round with $122 billion in committed capital at a post money valuation of $852 billion. "We are now generating $2B in revenue per month. At this stage, we are growing revenue four times faster than the companies who defined the Internet and mobile eras, including Alphabet and Meta. ChatGPT has more than 900 million weekly active users, and over 50 million subscribers. Search usage has nearly tripled in a year, and our ads pilot reached more than $100 million in ARR in under six weeks. Momentum is just as strong on the enterprise side, which now makes up more than 40% of our revenue, and is on track to reach parity with consumer by the end of 2026. GPT‑5.4 is driving record engagement across agentic workflows. Our APIs now process more than 15 billion tokens per minute. Codex now serves over 2 million weekly users, up 5x in the past three months, with usage growing more than 70% month over month."

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OrbitWinder
OrbitWinder@OrbitWinder·
@BoringBiz_ People fail to recognize this. These investors are taking calculated risks and recognize they will maximize their shareholder returns if some level of labor displacement takes place due to their chosen platform.
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Boring_Business
Boring_Business@BoringBiz_·
You can only justify a valuation like this if you truly believe that your platform will replace a certain portion of the labor force The multiple on profitability is absolutely insane, even if you factor out capex on new models Amazon, Softbank and NVIDIA are voting with their dollars that AI will replace labor. Do with that information what you will
zerohedge@zerohedge

*OPENAI VALUED AT $852 BILLION AFTER CLOSING $122 BILLION ROUND

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OrbitWinder
OrbitWinder@OrbitWinder·
Bear markets are when the patient investors become incredibly wealthy. They do not care about daily headlines and know how to value a business. Their ruthless discipline is what separates them from the sheep.
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OrbitWinder
OrbitWinder@OrbitWinder·
@Polymarket Grok is still 100000x better. Much more truthful, better output, and more detailed.
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Polymarket
Polymarket@Polymarket·
BREAKING: OpenAI has closed its funding round at a post-money valuation of $852,000,000,000.00
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zerohedge
zerohedge@zerohedge·
*OPENAI VALUED AT $852 BILLION AFTER CLOSING $122 BILLION ROUND
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The Long View
The Long View@HayekAndKeynes·
This bounce only took S&P back to the 10d moving average
The Long View tweet media
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OrbitWinder
OrbitWinder@OrbitWinder·
Oracle $ORCL is laying off 30,000 employees, and is looking to deploy more capital towards its AI initiatives. Shares are up 4.5%. Wall Street rewards companies becoming more efficient and like other tech companies, Oracle over hired during the pandemic.
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OrbitWinder
OrbitWinder@OrbitWinder·
@KobeissiLetter It’s going to take time for the market to recover. One thing is clear though: equities and oil both can’t trade higher in lock step. One of them had to sell off violently.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Unprecedented algorithmic activity: Oil prices just fell -5% in 3 minutes after Iran's President said they are ready to end the war with "guarantees." Yet, the demanded "guarantees" are largely unknown right now. Over $1 trillion in market cap was driven by this headline in a matter of minutes as algorithms ran with the news. We expect to receive more details on these guarantees shortly. Turn on our post notifications at @KobeissiLetter to receive it first.
The Kobeissi Letter tweet media
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OrbitWinder
OrbitWinder@OrbitWinder·
It’s great to see $SPY, $QQQ, $IWM, and $BTC well off their morning lows. However, there is still a long way to go before we return to all times highs. Energy prices need to come down, but that’ll take a couple of months at a minimum. Next, we need an enduring resolution to the conflict in the Middle East. Again, this will also take time to iron out and implement. The back half of 2026 could see a strong performance across equities and risk on assets more broadly, but some of these deeper issues need to be resolved.
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OrbitWinder
OrbitWinder@OrbitWinder·
@TheStalwart Very interesting what is going on the market. Both going up on the same time is rare, it’s just a matter of time until they diverge.
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Interesting to see stocks hold such solid gains on another big up day for oil
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OrbitWinder
OrbitWinder@OrbitWinder·
@TheStalwart More of my thoughts:
OrbitWinder@OrbitWinder

Is this the end of the DTC Era? SmileDirectClub filed for Chapter 11 bankruptcy in 2023. Casper initially went public but then sold to PE after struggling to achieve profitability. Dollar Shave Club was acquired by Unilever for $1B, but it failed to scale profitability and was eventually divested. Care/Of, the popular vitamin brand, was shut down by its parent company, Bayer, in 2024 due to a myriad of funding challenges. And finally, Allbirds, a Silicon Valley DTC darling which was once valued at $4B is now being acquired for $39M. The DTC business model is unforgiving.

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OrbitWinder
OrbitWinder@OrbitWinder·
@TheStalwart Absolute steal. Allbirds is still a well known brand and has a great product. The turnaround is going to be incredible.
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OrbitWinder
OrbitWinder@OrbitWinder·
Is this the end of the DTC Era? SmileDirectClub filed for Chapter 11 bankruptcy in 2023. Casper initially went public but then sold to PE after struggling to achieve profitability. Dollar Shave Club was acquired by Unilever for $1B, but it failed to scale profitability and was eventually divested. Care/Of, the popular vitamin brand, was shut down by its parent company, Bayer, in 2024 due to a myriad of funding challenges. And finally, Allbirds, a Silicon Valley DTC darling which was once valued at $4B is now being acquired for $39M. The DTC business model is unforgiving.
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OrbitWinder
OrbitWinder@OrbitWinder·
@JTLonsdale @Saronic @8vc Reviving American Shipbuilding is one of the single most important things we need to do for the United States. We’re a maritime Nation and our economy relies on shipping.
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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
In WWII, USA built 18,000 ships in 1943.  Today, we're lucky to break 10. But that’s changing.  @Saronic is rebuilding USA’s Freedom's Forge: hundreds, then thousands of autonomous ships, up to 180 ft long.  Proud to have created Saronic out of @8VC & backed them at each step.
Saronic@Saronic

Saronic was founded to redefine maritime superiority for the U.S. and its allies—and today we’re accelerating that mission. We’ve closed $1.75B in Series D funding at a $9.25B valuation, led by @kleinerperkins with participation from Advent, @BessemerVP, @dfjgrowth, @BAMelevate, @8vc, @caffeinatedcap, @a16z, @eladgil, and @FTI_Global. This milestone comes at a defining moment for global and economic security. With this funding, we’re scaling the platforms and infrastructure needed to strengthen deterrence, drive economic advantage, and secure maritime superiority for decades to come. Learn more here: medium.com/saronic-techno…

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OrbitWinder
OrbitWinder@OrbitWinder·
@Hedgeye And this also means every single iPhone, computer, IoT device, the global financial system, personal email, etc are all at an even bigger risk to quantum threats.
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Hedgeye
Hedgeye@Hedgeye·
JUST IN: Google Research says quantum computers are now 20x closer to breaking crypto security.
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OrbitWinder
OrbitWinder@OrbitWinder·
SpaceX brilliantly applies first principles in every engineering decision they make. The aerospace community thought carbon fiber or aluminum were the future for rocket manufacturing. SpaceX originally thought this as well. Then Elon and his cracked engineering team crunched the numbers, understood physics, and leveraged “first principles” to solve the problem. The solution was in plain sight: stainless steel. It’s a durable product that can withstand incredibly high and super low temperatures. In cryogenic conditions, it beats carbon fiber. To withstand extreme reentry heat, it is far better than aluminum due to its sky high melting point. But the real benefit? It costs pennies on the dollar, unlike carbon fiber. And it’s far easier to weld, repair, and shape. This means SpaceX can prototype iterations in weeks, not months or years. Why over complicate it? SpaceX proves yet again that applying first principles to a problem set will always yield superior results.
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OrbitWinder
OrbitWinder@OrbitWinder·
@AndrewYang Are they cutting because of AI or using it as a scape goat to correct for over hiring during Covid?
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Andrew Yang🧢⬆️🇺🇸
Andrew Yang🧢⬆️🇺🇸@AndrewYang·
Had dinner with an investor who said this: “I thought you were wrong about AI and jobs. But I’m on the Board of a bunch of companies and every one of them is now cutting staff due to AI. So now I think you’re right.”
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Entdecken

@pmddomingos @unusual_whales @chamath @BoringBiz_ @Polymarket @zerohedge @HayekAndKeynes @KobeissiLetter