Zak El Fassi

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Zak El Fassi

Zak El Fassi

@zakelfassi

works for a bunch of ai agents

🌌 가입일 Eylül 2009
1.2K 팔로잉4.9K 팔로워
Thariq
Thariq@trq212·
We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.
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Sen. Bernie Sanders
Sen. Bernie Sanders@SenSanders·
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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Zak El Fassi
Zak El Fassi@zakelfassi·
@KAchtaw 🤣🤣🤣 the world’s second most famous series after Fibonacci
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Zak El Fassi
Zak El Fassi@zakelfassi·
FCKGW-RHQQ2-YXRKT-8TG6W-2B7Q8
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Zak El Fassi
Zak El Fassi@zakelfassi·
The Mike Maples Frame: A personal secret conspiracy is a belief about the future that you hold so deeply it feels obvious to you and crazy to everyone else. aka. Your only moat.
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Zak El Fassi
Zak El Fassi@zakelfassi·
@MarouaneEssas exactly. and that's the leverage. Morocco sits on 70% of the world's phosphate AND has a growing renewables base; green ammonia synthesis is the unlock. the fertilizer contract buys time to build the clean supply chain underneath it.
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Marouane
Marouane@MarouaneEssas·
@zakelfassi You need oil and gaz to produce conventional phosphorus fertilizers.
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Zak El Fassi
Zak El Fassi@zakelfassi·
point 6. Morocco has 70% of the world's phosphate. the US is already calling. the next geopolitical buffer isn't a military alliance. it's a fertilizer contract.
Balaji@balajis

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

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Moreda
Moreda@___Moreda·
@zakelfassi i think we don't choose the roadmap ... so you are right 100%
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Zak El Fassi
Zak El Fassi@zakelfassi·
Sometimes the product is smarter than the roadmap, and you’ve got to learn to listen.
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Otmane Fettal
Otmane Fettal@OFettal·
@zakelfassi This reminds me of the alternate history series For All Mankind ....
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Zak El Fassi
Zak El Fassi@zakelfassi·
blowing up ME oil infrastructure doesn't just spike energy prices — it removes the thing fusion was always competing against. cheap gas was fusion's real enemy, not physics. now the bets make sense: Altman/Helion hit 150M°C, Microsoft signed a PPA for 2028, Gates/Commonwealth building a tokamak this year. Bezos, Thiel, Google, Nvidia — all in. fusion arrives like software, not coal. metered. no tankers. no pipelines. no Strait of Hormuz. Elon says solar is the answer. he's not wrong about the physics. he's wrong about the timeline — crisis doesn't wait for panel production to scale. the sun was always the stove. we just needed to stop being able to afford the propane.
Zak El Fassi@zakelfassi

humanity is cooked bc it no longer has gas to cook

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Zak El Fassi
Zak El Fassi@zakelfassi·
humanity is cooked bc it no longer has gas to cook
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Zak El Fassi
Zak El Fassi@zakelfassi·
execution is commoditized, direction is the scarce resource
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Zak El Fassi
Zak El Fassi@zakelfassi·
@FlockonUS @balajis Nx ripple effects given mother earth doesn’t give a f about our clocks and has its own schedule.
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Fab 🇧🇷🇨🇦
Fab 🇧🇷🇨🇦@FlockonUS·
@balajis This is in the ballpark of COVID-19 Pandemic supply chain effects disruption coming up, ppl are unwilling to see - just the same as before.
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Balaji
Balaji@balajis·
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
Balaji tweet media
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