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Parzival

Parzival

@_kvolve

Monitoring the situation ✝️🇺🇸

Onchain 가입일 Mayıs 2022
409 팔로잉56 팔로워
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m̃
@hexesandspell·
Attracted to those who are training themselves to articulate what is in their soul
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Anish Moonka
Anish Moonka@AnishA_Moonka·
The largest buyout fund in history raised $28 billion. Jeff Bezos is reportedly raising $100 billion, more than 3x that record, to buy manufacturing companies and automate them with AI. The Wall Street Journal broke the story today. Bezos has been meeting sovereign wealth fund managers (government-owned investment pools in the Middle East and Singapore), pitching what investor documents call a "manufacturing transformation vehicle." The targets: chipmaking, defense, and aerospace. The money flows through Project Prometheus, the AI startup Bezos co-founded in November 2025 with physicist Vik Bajaj, formerly of Google X. Prometheus launched with $6.2 billion and over 120 employees poached from OpenAI, DeepMind, and Meta. The company says it builds "AI for the physical economy," meaning AI that learns from real-world environments and physical materials, not just text and images. Prometheus is the brain. The $100 billion fund is the body. Bezos is worth about $234 billion. This fund would represent roughly 43% of his entire fortune. Most of the capital would come from outside investors, but there is only one precedent at this size: SoftBank's Vision Fund, which also raised $100 billion in 2017 ($45 billion from Saudi Arabia's sovereign fund, $15 billion from Abu Dhabi). That fund posted a $32 billion loss in a single year. Masayoshi Son publicly said he was "embarrassed" and "ashamed" of the results. U.S. manufacturing is a $3 trillion sector with 113 million workers. Its share of GDP has dropped from 11% in 2012 to 9% today. The bet is that AI can reverse that decline by making factories radically more productive. Just last week, Travis Kalanick (former Uber CEO) came out of 8 years of stealth to launch Atoms, a robotics company targeting factory automation. Multiple billionaires are converging on "physical AI" this month. Bezos is just doing it with a checkbook 3x the size of anything the buyout industry has ever seen.
Polymarket@Polymarket

BREAKING: Jeff Bezos reportedly in talks to raise $100 billion for new fund that will acquire manufacturing companies and automate them with AI.

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John Rotonti Jr
John Rotonti Jr@JRogrow·
“I just outworked people…I started working Sundays. I worked Sundays from 2006 or 2007 through 2020 and I worked six-hour Sundays on average, and I learned if you work six hours on Sunday and fifty Sundays a year, that’s 300 hours. 300 hours on a 50-hour work week is six weeks. So, if I’m working 13.5 months a year to somebody else’s twelve months, it doesn’t matter how good your process is or how smart you are, you are not going to beat me to the ball. And in a knowledge research business you end up compounding knowledge value, which makes you faster and so your 13.5 months in 2011 is not as effective as in 2013 which is not as effective as in 2015 because you are compounding knowledge, which shortens your time-to-answer and shortens your time to alpha or relevance.”
Ethan Kho@ethanrkho

Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street. Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc @CarbonArcAI) "Alpha rewards those who value assets in a cold way. You want to get it right — not be right." We cover: - How alpha creation differs across multi-manager vs. concentrated shops - The 3 vectors every middle office function must move to justify its existence - Why he worked 6-hour Sundays from 2006-2020 — and the math behind it - The TSMC call that signaled semiconductor cancellations before anyone else knew - What the quant revolution on Wall Street tells us about the AI economy today - His framework: 4 market structures, 9 business models, & why they have rules - The MIT beer game & why every business problem is really an inventory problem - His hot take: a top hedge fund launches an enterprise AI lab in 2026 Highlights: 00:00 Intro 04:47 Tutor vs Glenview vs Point72: how edge differs 12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing 18:44 Building research edge: outwork, read, fieldwork 27:16 Personal moat in 2026: analogs, history, decision trees 40:08 “Main Street becomes Wall Street”: what that actually means 44:30 Carbon Arc thesis: “decimalization” of data market structure 46:43 Why the edge migrates to data plus domain context 51:00 How to win in commoditized research: sample size beats anecdotes 01:03:26 Factorizing everything: themes, market structure, business models 01:08:37 Pruning decision trees: signals, scale points, inventory dynamics 01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs 01:23:32 Final question: one habit to build career alpha

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Kpaxs
Kpaxs@Kpaxs·
You can't beat someone who is naturally gifted, obsessively practicing and driven to win.
Kpaxs tweet mediaKpaxs tweet media
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Parzival@_kvolve·
Peter Thiel gives Roy Cohen of VC vibes
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ARROW
ARROW@phresh_arrow·
Don’t ask God for money Ask him for: 1. Vision 2. Strategy 3. The right people 4. Courage 5. Wisdom 6. The right environment 7. Favor
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Del
Del@TheCartelDel·
I'm gonna be more like Ryan Coogler. Never seen that guy complain about anything, or get annoyed about anything. Dude just locks in, works hard, uplifts his people, makes cool stuff, and thanks his wife.
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Patrick Bet-David
Patrick Bet-David@patrickbetdavid·
People underestimate how long it takes to win big. You struggle for 10 years. Eventually, in one day, you achieve more than you did your entire life. Be patiently aggressive.
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rapklipz
rapklipz@rapklipz·
Drake - Keeper (Remix/Leak)
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lexiiiiiiiiiiiii
lexiiiiiiiiiiiii@blondspit·
If anyone is feeling sad, lonely, or depressed, I just want you to know I am feeling none of those things right now
lexiiiiiiiiiiiii tweet media
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Yousr
Yousr@rsuyoy·
Steve jobs absolutely cooked with this: "It's not a faith in technology. It's faith in people. Technology is nothing. What’s important is that you have a faith in people, that they’re basically good and smart, and if you give them tools, they’ll do wonderful things with them."
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Mr. Buzzoni
Mr. Buzzoni@polydao·
> be random guy on the internet > makes decisions purely on vibes > misses a few huge opportunities in crypto > wonders why his life keeps looking random > stumbles on a weird article about probability theory > realizes every decision has expected value > realizes markets are just Bayesian machines > realizes most "genius trades" are survivorship bias > realizes most people size bets completely wrong > realizes he’s been playing the game with no math at all > opens Polymarket > starts thinking in probabilities instead of opinions > suddenly the world starts looking like a giant EV calculator turns out most life outcomes are just probability problems people never bothered to model: > career decisions > investments > relationships > risk all of it is just EV + Bayes + Kelly > the crazy part? none of this math is complicated > you can literally learn the models in this article > use AI to help you apply them > and completely upgrade how you think in a few months but most people will keep making decisions the same way > vibes > emotions > scroll Twitter > one lucky success story and wonder why nothing compounds
Mr. Buzzoni tweet media
darkzodchi@zodchiii

x.com/i/article/2030…

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GHOST
GHOST@LordGhost____·
Every time I even stand up my dog gets excited asf. He understands that I'm a nigga who can make shit happen at any given moment
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Michelle Maxwell ™
Michelle Maxwell ™@MichelleMaxwell·
Love this❤️ Some of the most valuable lessons we learn in life come from our parents. This was shared by Garvit on FB. 🚨TODAY I don't understand why Trump, despite being a billionaire, still behaves like this. What if I told you that the billionaire President of the United States does something every single morning that he refuses to let ANYONE help him with - something his father taught him over 60 years ago that he’s NEVER stopped doing, and the reason why is going to teach you what real character looks like. Every single morning for the past 60+ YEARS, Donald Trump personally shines his own shoes. Not his staff. Not hotel services. Not shoe shiners. TRUMP himself. With his own hands. His own polish. His own time. White House staff offered countless times: “Mr. President, we can shine your shoes for you.” Trump’s response every time: “NO. My father taught me when I was a boy: A man shines his own shoes. It builds CHARACTER. It reminds you that no matter how successful you become, you’re not above basic discipline.” Think about this: Trump has been shining his own shoes since he was a CHILD in the 1950s. Through building his empire. Through becoming a billionaire. Through becoming PRESIDENT. Still. Every. Morning. Shining his own shoes. Staff members have witnessed this routine: Trump wakes up, and before important meetings, before presidential briefings, before running the country - he sits down with shoe polish and brush and shines his own dress shoes. “My father said: ‘The day you’re too important to shine your own shoes is the day you’ve lost your character.’ I never forgot that.” For over SIX DECADES, Trump has honored his father’s teaching. 60+ years of daily discipline that nobody photographs, nobody praises, nobody even knows about. Just a son keeping a promise to his father: “I’ll never be too big to do this myself.” Here’s what this proves: True character isn’t built in big moments - it’s built in small, daily disciplines you maintain for DECADES even when nobody’s watching. 😭👞🇺🇸 Drop 👞 if Trump’s 60-year discipline inspires you. Comment: What did YOUR father/mother teach you that you still do? Share so people see: character = daily habits. Follow if father’s lessons = lifetime commitments. Trump’s polish = 60-y
Michelle Maxwell ™ tweet media
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PROFESSOR
PROFESSOR@SIGMAPROFESSOR·
actually, that's the only right way to live. But as Machiavelli said: Make mistakes of ambition and not mistakes of sloth. Develop the strength to do bold things, not the strength to suffer.
🗿⁩@jhonte_

Living just in case things get better

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Leila Hormozi
Leila Hormozi@LeilaHormozi·
Small things done consistently create results that massive efforts done occasionally never will.
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jo johnson
jo johnson@josbjohnson·
the bar for excellence is so low that a man who reads one book a month is considered an intellectual. a man who trains four days a week is considered disciplined. a man who builds one thing a year is considered ambitious. one book. four days. one thing. the numbers are so small they should insult you into action.
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Joe Rogan Podcast News
Joe Rogan Podcast News@joeroganhq·
Jon Stewart: "I enjoyed being on Rogan. I think he's an interesting interviewer... There are right-wing weaponized commentators whose sole purpose is to manipulate things to the benefit of the Bannon Project or the Project 2025. Rogan's not that guy."
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femiiiiii.
femiiiiii.@femiiiszn·
in your 20s, you will be tempted to prove that you're doing well. it's important you resist performing for an audience that isn't watching.
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