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History Rhymes 18:30 - The whole idea of the Macintosh was a computer for people who WANT to use a computer rather than learn HOW to use a computer. What Steve meant was the new paradigm is for people who are READY & EAGER to embrace it (and SYNERGIZE IT) 19:24 - The OLDER people all WANT to KNOW HOW it does what it does but the YOUNG people just WANT to KNOW WHAT it CAN do. Huge difference! User interface - it’s a NATURAL thing that happens. (Aka if it isn’t natural to you, you’re doing something wrong) 21:55 - the making of CHOICES and controlling their OWN destiny using these TOOLS 22:15 - the problem: we’re still ISLANDS and we’re still NOT really CONNECTING these people using these POWERFUL TOOLS, into a FABRIC 22:33 the real challenge: achieve the benefit of BOTH passenger train + automobile. SYNERGY + AMPLIFICATION 24:30 Vision: 1. Powerful TOOL in people’s face(s), easily affordable (low barriers to entry) 2. Integration of NETWORKING + interpersonal computing: pcs couldn’t achieve this, but IPHONE later DID just that 3. SOFTWARE ARCHITECTURE from ground up - laying the foundation (ecosystem) for what was waiting ahead 25:50 - PLATFORM software is the bottleneck to what future APPLICATIONS can STEM FROM (rise/springboard from) 30:05 - Seamless transition 31:12 - means rather than an end 34:00 - PARADOX: to make a TOOL easier to use you needed a more powerful TOOL in the first place. I actually think this is a paradox within a paradox! (The USER of this tool defines how easy it is to use it) 37:22 - The people who really did it are the ones who worked through the hard intellectual problems as well 47:52 - Market research can only tell you what your customers KNOW, but not what they don’t KNOW yet. (USER nuance + TIMING matters) 49:00 - How has it changed our daily lives? Steve was VERY disappointed in this question. The right person to ask is YOURSELF. 50:00 - Steve could only answer things the interviewer WANTED to hear 50:31 - Steve really wanted to express: “You could only GET what I’m saying if you knew what I was thinking, but you couldn’t get what I was thinking despite me speaking my heart out for 50 minutes” The difference is understated.

@SleazyTutor @Mr_Derivatives markets can remain irrational longer than you can remain solvent...

@DynamicArenaEq @Mr_Derivatives This rally in BTC is utterly abysmal, when you take into account how far BTC has fallen, and what a face-melting rally we've had in stocks. BTC and MSTR are going lower.

$BTC $80k on deck!?

@TheRonnieVShow @NoLimitGains well the followers just needed to do the inverse

Never in my life have I seen someone be so wrong and people still follow him like sheep. This dude @NoLimitGains was and is still a bear. Costing his 1.5M followers to miss one of the largest and fastest rallies in human history. There are 1.5M better follows on X than this guy.

@SleazyTutor @Mr_Derivatives hmm depends on btc

@DynamicArenaEq @Mr_Derivatives The tail is wagging the dog. MSTR is not beginning a meaningful move higher. When this options-driven buying frenzy stops, MSTR should shit the bed. Look for MSTR to start heading much lower, starting next week (or today, depending on how options traders close their positions).

@Mr_Derivatives the bears are in fear

How is the $VIX not at 14-15 by now!?! I’m no Vol expert but being near 18 with this melt up seems interesting. Does that mean we need to melt up even further to slam the fear index even more? Iono, thoughts??

BREAKING: The US is considering a "$20 billion cash-for-uranium deal" with Iran as part of a new "3 page peace plan," per Axios. Details include: 1. The US and Iran are negotiating over a 3-page plan to end the war 2. One element under discussion is that the US would release $20 billion in frozen Iranian funds in return for Iran giving up its stockpile of enriched uranium 3. Some of Iran's highly enriched uranium would be shipped to a third country and some would be down-blended in Iran under international monitoring 4. Iran would be allowed to have nuclear research reactors for the production of medical isotopes, but would pledge that all of its nuclear facilities would be above ground A second round of US-Iran talks is expected in Pakistan on Sunday.

@Kalshi I bet u the mines were never there :)

BREAKING: Iran officially reopens Strait of Hormuz

@AsiaStock not too sure about the risk:reward of this investment

在美国，富豪们像马斯克、贝索斯，和布兰森喜欢造火箭。而在中国，刘强东正在为中国富人开辟一种新的爱好。他宣布成立Sea Expandary，一家游艇公司，初始投资50亿人民币，由其个人出资。其核心理念是将中国在汽车制造上的方法论应用到游艇行业，让游艇变得对普通家庭也能负担得起。不再是上亿美元的价格，他的游艇售价可能只需2万美元。你认为，游艇在中国会从小众奢侈品走向大众消费品吗？

@ooeli_eth study Japan

潘石屹今天在公众号分享：直面中国房地产真相，这是一场庞氏骗局。写的非常直白！ mp.weixin.qq.com/s/b4JdblzMAgqk…

不过也好，股价保住了。

sb interviewer 被老黄多次混淆概念，被带节奏了。

and of course, Jensen and Nvidia are not cars. precisely they are what makes cars possible. they are national treasures. treasures need to be protected.

@hamptonism For example, the risk of something happening is a type of "extreme" - the extent varies. confidence intervals. the whole point of national security is to minimize these risks.

People will dunk on Jensen for this, but this is the exact mindset that it takes to be the best in the world. America will win.

if you know, you know

the ultimate irony is: if you had to learn all this through the market, it actually hasn't been learned.

the (one of many) irony is: if you do somehow manage to acknowledge the path of the market - aka close your puts and plan to buy calls - your inner self increasingly lacks sufficient conviction to do so