Cyrus Redmond

AGI is coming. Invest in: - trophy land w/best weather & nature (structures will depreciate) - BTC and $QQQM - fine arts w/provenance (KFLI) Read Amodei & Altman: moores.samaltman.com (2021) blog.samaltman.com/three-observat… (2025) darioamodei.com/essay/machines… (2024)

@ianbremmer @SecScottBessent what do you think of the actual strategy? (ignoring how awful this looks politically)

@SecScottBessent this looks challenging to frame

Iran is the head of the snake for global terrorism, and through President Trump’s Operation Epic Fury, we are winning this critical fight at an even faster pace than anticipated. In response to Iran’s terrorist attacks against global energy infrastructure, the Trump Administration will continue to deploy America’s economic and military might to maximize the flow of energy to the world, strengthen global supply, and seek to ensure market stability. Today, the Department of the Treasury is issuing a narrowly tailored, short-term authorization permitting the sale of Iranian oil currently stranded at sea. At present, sanctioned Iranian oil is being hoarded by China on the cheap. By temporarily unlocking this existing supply for the world, the United States will quickly bring approximately 140 million barrels of oil to global markets, expanding the amount of worldwide energy and helping to relieve the temporary pressures on supply caused by Iran. In essence, we will be using the Iranian barrels against Tehran to keep the price down as we continue Operation Epic Fury. This temporary, short-term authorization is strictly limited to oil that is already in transit and does not allow new purchases or production. Further, Iran will have difficulty accessing any revenue generated and the United States will continue to maintain maximum pressure on Iran and its ability to access the international financial system. So far, the Trump Administration has been working to bring around 440 million additional barrels of oil to the global market, undercutting Iran’s ability to leverage its disruptions in the Strait of Hormuz. President Trump’s pro-energy agenda has driven U.S. oil and gas production to record levels, strengthening energy security and lowering fuel costs. Any short-term disruption now will ultimately translate into longer-term economic gains for Americans – because there is no prosperity without security.

This is a man who has been haunted since childhood and built a billion dollar company as a side effect of trying to make the haunting stop.

@TomSteyer Good plan.

Reporter: Why didn't you tell allies about the war before attacking Iran? U.S. President Donald Trump: We wanted it to be a surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?

A breakthrough in real-time video generation. As a research preview developed with @NVIDIA and shared at @NVIDIAGTC this week, we trained a new real-time video model running on Vera Rubin. HD videos generate instantly, with time-to-first-frame under 100ms. Unlocking an entirely new creative paradigm and bolstering the foundations of our General World Model, GWM-1. Real-time generation opens a fundamentally different design space for video models and world simulation. We're investing in co-designing our models alongside advances in hardware to keep pushing this frontier.

@AiBreakfast This stack is fire when you’re guzzling leaded gasoline.

There’s an emerging default stack: Grok for research, Claude for building.

@teragramus @dillonliam @POLITICOPro en.wikipedia.org/wiki/Supply_an…

@scrollvoid @dillonliam @POLITICOPro Those things all make it worse in the real world...so...why don't you want people in California to be able to afford a home??

Last year, the Los Angeles City Council voted to keep apartments out of single-family-home neighborhoods. A new state law is forcing councilmembers to change their minds. For @POLITICOPro subscribers: subscriber.politicopro.com/article/2026/0…

@teragramus @dillonliam @POLITICOPro I do via political & economic positions both with my vote and my money. free market development, rezoning around transit, decreasing pay-to-win (corrupt) approval processes, transparent competitive bidding for gov, less taxes on RE transactions & small business tradesmen, etc.

@scrollvoid @dillonliam @POLITICOPro Why don't you want more people to be able to afford a home on California?

@teragramus @dillonliam @POLITICOPro Please read a book.

@scrollvoid @dillonliam @POLITICOPro The way you folks ask that that is always a fraud...we are the ones who want more people to afford a home, your scams take this away from them

@teragramus @dillonliam @POLITICOPro I don’t think anyone trusts the corrupt homelessness industrial complex in LA. What does this have to do with SB79 which was passed by elected officials? And again why don’t you want more people to afford a home in California?

@scrollvoid @dillonliam @POLITICOPro This was the 'majority' you bank on here to push Wienerism down our throats...imperialism

@teragramus @dillonliam @POLITICOPro Be specific and clear about what you mean and your proof, not emotional.

@scrollvoid @dillonliam @POLITICOPro Why don't you... this phony corruption hasn't helped anybody

@teragramus @dillonliam @POLITICOPro They are literally elected Representatives and it was passed by a majority. Why don’t you want more people to afford a home?

@scrollvoid @dillonliam @POLITICOPro 'Elected' but not representative of California ... especially outside the bay area

@teragramus @dillonliam @POLITICOPro SB79 was passed by the Senate, House and Governor. All elected positions.

@scrollvoid @dillonliam @POLITICOPro Isn't imperialism grand

@teragramus @dillonliam @POLITICOPro Oh no more people get to live in the most beautiful place on earth with the best weather.

@dillonliam @POLITICOPro Ruling by forcing people... this is good?

@DKThomp @pkedrosky It’s a disservice to present this man as an authority - zero technical knowledge & mediocre record investing in betting companies and failed SaaS apps. Would be interested in someone who actually puts $ on the line w/P&L record, managed more than very low millions, or proven VC.

New pod: 'YES, AI IS A BUBBLE. THERE IS NO QUESTION.' In the last few weeks, I'd swung from thinking AI is a bubble to thinking it's not. I wanted to gut check my change of heart. So I brought on @pkedrosky to make the 2026 bubble case. Absolutely packed episode. Paul somehow covers all of the following in an hour: - The meaning of the Mag7 reversal (the stocks that dominated returns in '24 and '25 are mostly down in '26) - The omen of the Saas-pocalypse - The private credit crisis, explained - Why the inference-revenue boom from new agents like Claude Code might be a sugar high (explosive rev growth now, much slower rev growth after SWE adoption peaks) - If value is leaving software, where is it flowing? (energy!) - "The reason productivity is rising has nothing to do with AI" - Plus, we debate: model improvements, the agent economy, the durability of chips, and what the bubble will look like, if it comes

@julianlehr Anthropic/Claude already does this.

A hill I'll die on: Current LLM chat interfaces are a regression from GUIs. Actions that used to be links, buttons, or keyboard shortcuts are now things I have to spell out in conversation. Why?

@tszzl be serious brother

@scrollvoid they should make the smartphones liable

when you look at the list of things the public is scared about re ai a lot of these are just easily addressable. fake videos and scam calls rank very highly. FCC can act there

@CohenSite Paying $3150 for a studio in that neighborhood is insane.

Habitat has started pre-leasing, so they’ve posted photos/renderings of interiors, and these might just be the nicest apartments in LA. Pricing ranges from $3150 for a studio to $11570 for a 2br penthouse

@zsakib_ @trychroma You don’t believe Anthropic on advancements in context rot?

idk man, everyone's using opus 4.6 w/ a 1 million token context window... but it gets dumb really fast this is an old graph from @trychroma showing performance degradation from context rot, it's testing the older Claude models but the effect is the same it's better to /compact, use agent teams, planning mode, etc., really try and keep the context as short as possible while keeping enough details to do your task that's only if your task is bottlenecked by intelligence... not all tasks are!