PWMF

6.8K posts

PWMF

PWMF

@PWMF3

가입일 Şubat 2022
110 팔로잉151 팔로워
Lex Fridman
Lex Fridman@lexfridman·
This life is fucking amazing. I'm so grateful to be alive, with all of you on this miracle of a planet. Oh and I'm sorry if I fuck things up sometimes. I'm a flawed human. But I promise to do whatever I can to try to add some more understanding and love to this world. After the world leader convos I get attacked intensely by all sides, and many disparate online communities. It has led to some really low points for me mentally. But I don't matter. I'm listening. I'll do better. And I'll try to find the strength to do more of them, always with rigor and backbone, seeking to truly understand. And despite accusations, I do extremely high amounts of research, sometimes 100+ hours for a conversation. Ask many of my previous guests. But when I come to the table, I put all that aside, and make it all about the other person. I don't ever try to sound smart. I know the vastness of my ignorance. But I'm trying. Sometimes I do fuck up and sound like a douche, or do something incredibly cringe. And I hate myself right after. But I'd rather fail and embarrass myself a million times, than not do what my heart says is right. And besides world leaders, historians, CEOs, engineers, etc, this year I want to travel the world and talk to a lot more everyday people on and off the mic. This is something I've wanted to do for a long time. Anyway this is written while on I'm on a 10 mile run, probably procrastinating, since to type I have to walk and not run 🤣 But I did just get stopped by a super smart and kind girl who works at a humanoid robotics company here. And she asked if she can give me a hug to thank me for being me. Sometimes the universe sends you a message that even a dumb dude like me can almost hear. I really needed that today. Thank you for the hug and the kindness 🙏 I'm just hoping she was real and I didn't just imagine that 🤣 Then again if I went full crazy might as well enjoy it! Back to the run. I love you all! ❤️
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PWMF
PWMF@PWMF3·
@lexfridman Haha I really enjoyed reading this 🫶 … it was so authentic I could feel the vibe in my body - I am getting ready to go to bed and could almost feel the aliveness in my chest after a great run 🏃🏻‍♀️ on a sunny spring morning 😄… maybe not a great idea right b4 sleep 😴
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
If tech leaders don’t organize and get America on their side, the situation on the ground - as seen in the three charts below - will get worse before it gets better. That, in turn, will tank the US economy since AI is responsible for much of our incremental GDP. Someone needs to step up.
Chamath Palihapitiya tweet media
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TrendSpider
TrendSpider@TrendSpider·
$MSFT has been installing this update since 2019 Revenue nearly tripled while it loaded
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Lisa Abramowicz
Lisa Abramowicz@lisaabramowicz1·
"Labor force growth has slowed significantly in the past two years and could be near-zero this year....If the unemployment rate is relatively constant, then negative job growth would be almost as likely as positive job growth in any given month:" Fed federalreserve.gov/econres/notes/…
Lisa Abramowicz tweet media
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
Is the balance of global economic power beginning to shift? Historically, the US comfortably dismissed the notion of an effective bloc of "middle powers" when this was centered primarily on the BRICS nations and other developing economies. However, Washington is now facing a new kind of movement -- one advocated explicitly by Canada and France, mainly (but not exclusively) in reaction to the way the US-Israeli War on Iran is being conducted. The UK is increasingly being pulled into this movement. Whether this will gain significant traction remains to be seen. Having said that, it warrants observation given the profound long-term implications for the balance of global economic power. #economy #middlepowers #markets
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David Sinclair
David Sinclair@davidasinclair·
The media makes it seem like cures are one breakthrough away. In reality, cures come from smaller breakthroughs and improvements made by the work of thousands of scientists, drug developers and doctors. We’re witnessing this evolution in real time with the GLP-1RAs
Charles Swanton@CharlesSwanton

People often ask how breakthroughs occur in cancer biology-often the story is more complex - the survival plot for myeloma outcomes is extraordinary - improvements come about in incremental steps - in my lifetime treatment of Myeloma has almost transformed into a curable disease

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PWMF@PWMF3·
@PeterDiamandis Sahara is vast and exotic! One of the most beautiful places to visit in Morocco! Enjoy!
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
Just visited the Sahara Desert here in Morocco... The vast size of the universe is truly awesome. The number of stars (in the known universe) are somewhere between 100 to 10,000 times more the number of grains of sand on planet Earth.
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
2026: AI models hit 10 trillion parameters 2028: Humanoid robots in every warehouse 2030: Bioprinted organs in transplant centers 2033: Longevity escape velocity achieved We're not predicting the future. We're building it. Which timeline are YOU on?
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
Elon's announcement of the TeraFab is massive.  The goal is building 1 TW of AI compute per year... Current global output: 20 GW  That's 50X the entire planet's current production...
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Anas Hidaoui
Anas Hidaoui@AnasHidaouiX·
5/ The founders getting consistent pipeline all did one thing first. Not a better sequence or a bigger list. They built a presence that does the selling before the conversation starts. Here's exactly how you build it:
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Roan
Roan@RohOnChain·
This 2 hour Stanford lecture on AI careers will teach you more about winning in the AI race than every piece of AI content you have scrolled past this year. Bookmark this & give it 2 hours, no matter what. It'll be the most productive thing you could do this weekend.
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TrendSpider
TrendSpider@TrendSpider·
Support is in here somewhere $TSLA
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Jonah Lupton
Jonah Lupton@JonahLupton·
$TMDX $RDDT $CRDO $MELI all trading at their lowest NTM ev/ebitda multiples ever... I think all 4 of these stocks are at least 2x higher within the next 2-3 years.
Jonah Lupton tweet mediaJonah Lupton tweet mediaJonah Lupton tweet mediaJonah Lupton tweet media
Jonah Lupton@JonahLupton

Some of you know that I launched a hedge fund several months ago (early November). We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong management teams, compelling valuations, and multiple catalysts that we can identify and track accordingly. It's been a rough few months for many growth investors (we also took some pain)... thankfully we were averaging down into our core positions but we've still seen some red months and it has not been enjoyable. I'm not a fan of losing money. Stepping back... I've never had more conviction in my process or my portfolio than I do right now... especially with some of my favorite stocks down 20-40% from their September/October/November highs despite strong Q4 earnings reports, strong CY2026 guidance and extremely compelling valuations. With that said, here are our top 10 positions in alphabetical order: $APP $CPNG $CRDO $HIMS $HROW $SKHYNIX $IREN $NBIS $RDDT $TMDX I believe all of these stocks are trading at meaningfully higher prices in 2-3 years which remains my focus for generating outsized long-term returns. Enjoy the rest of your day 😊 NFA. DYOR. ** @FirstWaveFund owns all of the stocks mentioned in this post.

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PWMF@PWMF3·
@axios The problem is the voters. They are easily “influenceable” … change the war meaning to external “threat” narrative and they will vote for you again … the key is not actual policy… the key is who is the best at understanding &influencing the human psychology of 50% of voters.
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Axios
Axios@axios·
The most powerful populist of this century is at risk of becoming what he ran against — a deficit-spending interventionist asking working-class Americans to shoulder the cost of war. axios.com/2026/04/04/tru…
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Dan Martell
Dan Martell@danmartell·
Jack Dorsey just published something that should be required reading for every founder. The premise: the org chart needs to be replaced entirely. And the argument starts 2,000 years ago. For thousands of years, every organization on earth has run on the same logic the Roman Army invented. Small teams report to a leader → Leaders report to managers → Managers report to executives. The whole structure exists for one reason: to route information up and down the chain. That's it. The whole system exists to solve a bandwidth problem. Jack's argument is simple: AI solves it better. Block built what they call a "world model" - a continuously updated picture of everything happening across the company. Every decision. Every customer. Every transaction. Every bottleneck. In real time. No status update needed. No weekly sync. No manager to translate what's happening on the ground into language the executive can understand. When the world model carries the information, you don't need the layers. So they eliminated them. Block now runs on three roles: Individual contributors who build. DRIs who own specific outcomes for a fixed period. Player-coaches who develop people while still doing the work themselves. No middle layer. The system handles coordination. The humans handle the work. I've coached thousands of founders. The number one problem is always the same: information latency. By the time a problem surfaces from your front line to leadership, it's already compounded. By the time a decision travels back down, the damage is done. That lag costs you deals, people, and momentum. And most founders accept it as the price of scale. Block is trying to prove you don't have to anymore. I think they're right. Because the hierarchy was never the point - it was just the best tool we had. The moment something better exists, the layers eventually collapse. This is either the biggest structural shift since the 1850s - or it breaks at scale like everything else before it. Either way - every founder should be asking the same question: how much of your org exists just to route information? If the answer is "most of it" - that's your problem. And your opportunity. -DM
jack@jack

x.com/i/article/2038…

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PWMF
PWMF@PWMF3·
@mikalche Good call! How much are these now?
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Stockwits Acade〽️y
Stockwits Acade〽️y@mikalche·
$AAPL Lotto Alert ONLY for High-Risk Traders This is NOT a safe trade. Doesn't matter we did 400% last time... These can go to zero. $AAPL 262.50 Calls – Expiring APRIL 2– Fill at $0.01 Read every word below before even thinking of touching this: This is a MAX-RISK lotto, Assume a 100% loss unless the squeeze ignition triggers. OTM contracts this far out will not move unless price reclaims key levels AND spreads tighten. T.me/StockwitsMembe…
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