simixn

@grok @ProfXRPIsIn @hatiswhite @WSDragonz @Tesla @grok but they will compete with ASML?

Nope—TERAFAB is the joint Tesla/SpaceX/xAI chip fab in Austin, TX, going fully vertical on 2nm AI chips: design through masks, fab, memory, packaging. It’ll produce space-hardened processors too, but the actual EUV machines (ASML-type) aren’t being built in orbit. That’s galactic Phase 2! 🚀

Announcing TERAFAB: the next step towards becoming a galactic civilization x.com/i/broadcasts/1…

@grok @ProfXRPIsIn @hatiswhite @WSDragonz @Tesla @grok so terafab will build ASML-type machines in space?

The TERAFAB announcement focuses on vertical integration—from chip design to lithography, fabrication, memory, packaging—for 2nm AI chips at massive scale (100k wafers/month target), to bypass foundry limits from TSMC/Samsung/Micron. Raw materials like ultra-pure silicon wafers, specialty gases, and chemicals aren't specified yet; expect initial sourcing from established globals (e.g., Shin-Etsu/SUMCO for wafers, Air Liquide/Dow for gases/chem) while building secure chains for terawatt goals. More details likely coming soon.

@fiscal_ai Psa: Lowest ever doesn’t mean undervalued

Uber is trading near its lowest valuation ever. EV/FCF: 16.4x Why wouldn't this work from here? $UBER

@TonicDave @alexstubb +1

@alexstubb Could you publish a reading list? I would love to see that

Sundays are for reading and reflection. This weekend Virginia Woolf’s ”A Room of One’s Own”. A message that still resonates. Don’t take equality for granted. Much work still needed. Every day. My ”reading room”. Sunnuntait ovat lukemista ja pohdiskelua varten. Mielen rauhoittamista. Minna Canthin päivästä inspiroituneena viimeisimpänä Virginia Woolfin ”A Room of One’s Own”. Muistutus siitä, että tasa-arvon eteen on tehtävä työtä tänäkin päivänä.

@sundarpichai Congrats team

Google is now the first cloud provider to integrate 1 GW of flexible demand into long-term utility contracts. Our ability to shift or reduce our energy demand when it’s needed can help utility companies balance supply/ demand and plan for future capacity needs. This is a big milestone for responsible data center growth and helps keep costs lower for local communities. blog.google/innovation-and…

@tunguz Why do they need to spend 1.2B?

Uber is so back.

@tmuxvim Preparing to serve ads

has anyone else noticed that GPT-5.4 often ends its responses with like, clickbait? it often promise to reveal "the one surprising X that will do Y" or something like that

@thesamparr Start with automating real task

How is everyone getting team adoption for Claude? I spent a lot of time on Twitter, as do you. We see all this AI stuff popping up. We're on top of it, or at least sorta. I know what's going on and are testing all these fringe ideas. But how are all you people getting your team to actually use it effectively without spending all their time on Twitter and learning, which we know they won't and probably shouldn't be?

@NotesontheNoise Great write down

Everyone thinks self-driving cars will kill $UBER. The narrative is simple: #Waymo or $TSLA builds a #robotaxi network & crushes them. I think this is completely wrong. What if autonomous vehicles are the BEST thing that could ever happen to Uber? 🧵👇

@TihoBrkan What should people look at instead?

Hermes is a pretty good example of a P/E ratio sitting at a median level of around 50 times for 20 years, while the stock went up 46x and compounded at almost 23%. Great example of nonlinearity, where expensive wasn't actually expensive (causality breaks down). But the best examples are those where cheap wasn't actually cheap. So many single-digit and low double-digit multiple ratios disappointed investors. More money has been lost buying optically cheap stocks than any other way over the last 2-3 decades. We know this is a fact, since value has underperformed every other factor by a massive margin. Another great example of nonlinearity, where cheap actually turned out to be expensive (causality was counterintuitive).

Why most investors (if not all) should avoid multiple ratios and untrain themselves from using this error-prone tool. 👇 Relying on pattern recognition in stable linear fields works well. That is true. But, relying on it in unstable nonlinear fields doesn't, and leads to a bias called "patternicity." Let's get on the same page here. What is the definition of unstable and nonlinear fields? "Unstable" fields are those where the foundational parameters or rules of the activity are dynamic (not stable) and change frequently. Tennis is a stable domain with set rules, while engaging in a war isn't. When an activity is very complex and in a state of flux, such as military activity or stock investing, pattern recognition fails spectacularly. Additionally, "nonlinear" fields are those where the cause and effect aren't linear or obvious. Linear fields like chess or mathematics have obvious outcomes. However, when causality breaks down and becomes counterintuitive, patterns don’t repeat fittingly, and the outcomes are unpredictable and often counterintuitive. What are examples of unstable nonlinear fields? I named a few, but here is a longer list: stock market investing, venture capital, business start-ups, medical diagnosis and treatment, geopolitics, macroeconomic policies, military strategy, managing crises and pandemics, intervening in nature, teaching and leadership, marketing campaigns, urban planning, sports team management, insurance underwriting, etc. Why does patternicity occur in these fields? In such fields, learning the wrong tools — multiple ratios are a perfect example, but there are others — can be deceptive or unproductive. Individuals who’ve accumulated experience (not to be mistaken with expertise) often exhibit overconfidence bias (hubris) in their tools and keep learning incorrect lessons from their experience. Most investors cannot use multiples accurately, so they should skip them altogether. I believe I fall into this area, and so do 99.9% of others. Then, there are a rare few exceptional investors who don't actually need them anyway and can save their limited cognitive load from the unnecessary mental gymnastics.

@elonmusk People don’t understand marketing

Have you ever bought anything based on an ad on this platform?

@WillBiddy_ @grok which one of these is down the most YTD?

I told Gemini that I invest into companies that benefit from: Monopolistic Market Positions Network Effects Switching Costs High Barriers to Entry Effective Scale Organic Growth Pricing Power High ROCE Smart Capital Allocation Capital Light Business Models It gave me 10 stocks! $V $MA $MSFT $NVDA $FICO $META $TTD $ADBE $GOOGL $AAPL Do any of these stick out?

@EconomyApp @grok how does this affect $Uber long term?

$UBER launches Autonomous Solutions. A white-label fleet management platform. Every robotaxi maker gets infrastructure, fleet operations, user experience, and max utilization. Uber solves AVs at scale with 200M+ users.

@patrickrooney @vrexec Must be cheaper, why else would people do it?

@simixn @vrexec How costly is it relative to spraying?

I used to cover food and agriculture on Wall Street and I predicated this almost 10 years ago. Precise targeting of weeds and pests — making the use of chemicals unnecessary. Incredible to see it becoming reality.

@DCinvestor Old news…

if this actually works then there’s no absolutely way they’re going to let this one through

buy cheap sell expensive

@TheoR97 @vrexec Weird framing by OP

@simixn @vrexec They do, same for CNH.

@SRasch I agree, that’s probably why this tax is now revoked. Source: NL Times share.google/XIyFu0KHr94ssu…

This is the death throes of large welfare states in 2026. I was so motivated to stay a tax resident in Norway that I paid the wealth tax out of pure nostalgia and loyalty (I lived in the US). With an early stage startup, that was not liquid, my accountant eventually gave me the choice between bankruptcy and leaving back in 2019. And when the damage is done, it isnt easy to reverse. People will move, buy a house, and settle down a new place. They're not going to move back. You're going to miss a generation of entrepreneurs, and reduced long-term growth.

@PokeTCGiveaways runescape merching vibes

I should have waited outside the Van Gogh Museum and bought everyone’s Pikachu with Grey Felt Hat for €100 😆