belluz

My growth portfolio rn is simple .. $TSLA + $BTC + $ETH … Equal parts, that’s it. DCA til retirement.

Buy $MSFT. That is the tweet.

@CTOAdvisor @nvidia I’ve never seen a Dell quote less than 60 off. Your point still holds but this alters your assumptions some

I called Dell’s SMB line and got pricing for the @nvidia GB300 just shy of $170K. Now put your enterprise cap on. This isn’t general data center spend. This is a project-tied purchase. In most organizations, this goes to VP-level approval. Yes, enterprises will get better pricing. Call it 25%+ off. That doesn’t change the buying motion. This has to be tied to a production outcome. Not a PoC. Not experimentation. And that’s where I struggle with pairing this system with OpenClaw. For where OpenClaw is today, this isn’t the path. If you’re making a $150K+ investment, the value has to come from locality—something you can’t get from a shared pool of GB200-class systems. I’m not seeing that case yet. #NvidiaGTC

@AlexHormozi And then what?

You only have to get rich once.

Re: replacement - it’s not that disruptive for many, while others it’s insanely tough. Example 1 (tough) - 400vm client who if they move from VVF, will have to move from 3tier to hci … and replace their backup app… they have 5 diff server refresh cycles… two san refresh cycles… and 2 backup budgets with different due dates. Example 2 (easy) - 750vm client w two VMware and Vxrail clusters Per site, both renewals due at same time… Just depends on scale, adoption of proximate tech, and how easy it is to line up budgets. The latter is most critical.

Yeah... What I was told from VERY up on high is VxRail is not long for this world. I discuss alternatives all the time. Reality is a good chunk of customers don't want alternatives. They are happy enough with VMware and obviously still clamour for VxRail. There really isn't great alternatives. There are two options: eat it or completely change operational direction.

.@StevenDickens3 covered AWS EVS as a native VCF option for AWS customers — a smart summary of the launch. Reading it got me thinking about what comes next: the ops burden, the “cornered customer” personas, and why this feels like the VxRail end-of-sale all over again. My take: thectoadvisor.com/blog/2025/08/1…

@CTOAdvisor @StevenDickens3 Yes it’s exception basis (requires a customer signed affidavit) and the licenses are tied to the box. So not the lead… for those any many other reasons.

@markbelluz @StevenDickens3 I was very much told you can't buy net new systems. Has something changed since May?

I often say “we are in the most abundance time period in humanity” but wanted groks take of my claim is true. x.com/i/grok/share/a…

@Daniel_Fine_ @Gfilche @elonmusk @Tesla Harming society as a whole

@Gfilche @elonmusk @Tesla We should class action sue her for harming shareholders

goddam Tesla needs to get Elon paid. the corrupt Delaware judge has created so many downstream issues for shareholders i'm willing to do anything to help this cause. without @elonmusk having more control the chances of @Tesla fulfilling its potential decline materially

@MikeZillionaire Should be fun

🔥 UPDATE ON $RAP 🔥 I’m holding 5% of the supply. But guess what? I’m planning to give away HALF of it. Already dropped a ton of tokens to my early supporters. More giveaways coming. Stay tuned.

@web4O What are the token specifics?

@AlexHormozi Best post yet To answer pps - example taught me more than any verbal advice could.

My father fled Iran during the revolution. He landed as a young man in Paris and decided to become a doctor. But…he failed his first year of medical school. Because he didn’t speak French. Then, he retook the first year again…and failed for a second time (because he still barely spoke french and was taking organic chemistry in a language with a different alphabet). He decided to move to Brussels to give it a third try and start over. And on his third try, he’d learned enough French to pass. He went on and graduated top of his class. Then, he met my mother and she convinced him to come to the U.S. He came here with $1000, a suitcase, and, yet again, didn’t speak the native language (now English). They wouldn’t recognize his foreign MD and no one would give him a residency because he was a foreigner. So he spent 2 years as a technician working barely above minimum wage. Then finally, he was finally given a residency in the U.S. After residency, he joined my grandfathers practice (moms dad). Just as he began to develop a reputation, he found himself locked out of his own office. The locks changed on him overnight. My mother decided to get a divorce. He had to start over, again, this time on his own. But he didn’t have the money. And - to build a surgery center was $250,000 (in 1995 dollars). He didn’t have that kind of money. So looked up the legal requirements and he built his own. The entire thing. Himself. To code. Actually. Out of sheer will. And built it for under $30,000 (all the money he had at the time). Finally, he was on his own. This time, he kept growing and growing his practice until he became the top eyelid surgeon in Maryland. And eventually, in the U.S. He’s done more than 16,000 cases meaning somewhere upwards of 50,000+ eyelids. And every year he (on his own) does more eyelid cases than all of John’s Hopkins eye department combined. My father taught me many lessons. Most of them through example, not preaching. He’s not a man of many words. But the few things he did say, he’d say with his actions over and over again: Failures are just detours. Don’t let anyone tell you you aren’t good enough for what you want. Whatever you do, be the best. God gave you the power to ignore, use it. It’s better to be envied than pitied. You won’t even remember their name in 20 years. You’re only stressed because you’re underprepared. There’s nothing anyone can put you through that you haven’t already put yourself through that was worse. And finally… You only get one name, tell the world what you want it to mean by what you do with it. **** Whenever I go through hard times I like to remember what he went through to make my life possible. And somehow, everything always falls into focus. PS - I get a lot credit for what I’ve done. But I often think what he accomplished was far harder than what I have. And - I don’t want his sacrifice to be in vain. PPS - Whats the best piece of advice your father (or father figure) gave you?

Did a “1 year in… VMware/Broadcom” Blog - take a look and let me know if we should make it a little series. TLDR - some got ahead of it / were unaffected due to VCF adoption pre-Broadcom, smaller customers and vSphere only customers got slammed cassevern.com/the-3-types-of…

@cryptonym Thanks for the heads up. Did a bunch of grok tests. Will delete. Don’t know got to just share the one about the book it was great lol.

@markbelluz I clicked your grok link and it’s talking about vxrail.

@dickiebush ***War of art 😂

@dickiebush Thank you. Had Grok summarize the art of war. What an awesome pick. My struggle is picking which work is my most impactful and meaningful. I want to totally dedicate to one area but unsure which one that should be I have many interests and am already over allocated.

Over the last 4 years, I've read 100+ books on writing. But 90% of them were a waste of time. These are the 9 books I recommend to every beginner writer:

@CTOAdvisor Agree w the analysis. But biggest issue is the continued rate of change on foundational tech that customers buy for 5-10 year periods. They aren’t partnering w customers. They are changing the game continuously.

I'm not attending VMware Explore, but I have thoughts, and they aren't all negative. Broadcom's methods may be questioned, but the opportunity is obvious. #VMwareExplore

The Billion-Dollar Exit In 2023, VMware was sold to Broadcom for $92 billion. Silver Lake achieved a 7.3x MOIC on its 2013 fund and 3.1x MOIC on its 2018 fund. Michael Dell’s personal net worth surged to $60 billion. (Graphic by FT)

Today we released a new Moderate Severity VMware Security Advisory. Check out  support.broadcom.com/web/ecx/suppor…  #VMware

@yvessandfort lol. Right.

Discover how to get Level 1 & 2 support in VMware by Broadcom with comdivision service packs! Enjoy a fixed monthly fee, 24/7 expert support, and educational offerings. bit.ly/3DXiGwQ #yvesexplains #VMware #Broadcom #comdivision #ITSupport #TechEducation

Texted this to someone I care about at the end of a long conversation: “I wanna build and help people and leave the world better than we found it and do it in a way we enjoy with people I enjoy doing it with.” Pretty much sums it up for me.