2pmflow

using /goal, /side, and steer together in codex ux is insane

@KobeissiLetter ten years later we'll be arguing over whether he deserves it again

This is incredible: Elon Musk will receive 200 million super-voting shares in SpaceX ONLY IF the company establishes a permanent Mars colony with at least 1 million people. In other words, Elon Musk will only receive this pay package if 1 million people live on Mars. In other words, Elon Musk's biggest goal is now establishing a colony on Mars with a similar population as Dallas, Texas. Musk is so optimistic about this goal that the vast majority of his pay is now contingent on it. Life on Mars is closer than many expect.

@joinautopilot the next $BE was..$BE

Leopold Aschenbrenner has done it again Bloom Energy is up 24% today on crushing earnings According to his recent 13F, he entered the year owning $875,505,552 of $BE That position is now worth ~$2,732,664,338

anemoia - nostalgia for a life you didn’t live

what crime looks like in 2026

@jaimeblascob nice find

Google has deleted the account but I’m confident the third party AI tool that vercel mentioned in the blog post is context[.]ai based on a now removed chrome browser extension listing linked to an oauth grant in the same account id

@Acyn why was this music chosen

Mamdani: When I ran for mayor, I said I was going to tax the rich 
Well, today we're taxing the rich...

nike you know what to do #justdoit

@politicalmath @goblinodds @PalmerLuckey "youre killing me" > "youre kidding me"

@goblinodds This is such a @PalmerLuckey response. Not "you're stupid", not "I'm going to prove you wrong", but this excited, optimistic, energetic joy at how fucking cool everything is.

the preemptively apologetic "i'm one of those guys" is so unfortunately familiar, this is how u couch it if u want to be forthright abt ur worldview but expect to be met w hostility from an otherwise normal person luckey's response, like he's not upset he's EXCITED, is SO GOOD

@bdguan why is point 4 pro-america?

just spent 2 weeks in china. went into it thinking we're cooked. came back more bullish on america than ever. here's why: 1. chinese citizens are way more chronically online. on the subway, train, anywhere, literally everyone is glued to their phone. gaming, short form, wechat. "don't walk and look at your phone, it's dangerous!" announcements flood crowded areas. their tiktok isn't any better, its still garbage, soft-core porn, etc. 2. everyone's using AI — deepseek, kimi, doubao. but nobody's afraid of losing their job to it. here it feels like there's an existential crisis every week. in china, nothing. i think the CCP won't let companies mass-layoff workers. great for short-term stability. terrible for long-term competitiveness on a global scale. 3. china doesn't produce weirdos. i sat in on a class at tsinghua (china's MIT). not one student spoke unless the professor read their name out loud. no questions. no debate. chinese education produces world-class executors, not contrarians. it does make it a safer place to live though. 4. china doesn't have christianity but it has something america doesn't have: a shared story everyone believes in. every person age 25-70 watched their country go from abject poverty to skyscrapers in one lifetime. that kind of collective proof has a deep unifying effect. compare that to how divided we are right now. america has a huge meaning vacuum that needs to be filled. nevertheless, i return back to my home in america reinvigorated. because everything i saw confirms one thing: china optimizes. america innovates. and the innovators always win.

@tsuru_oden awesome

My art is good, the algorithm just ignores me My art is good, the algorithm just ignores me My art is good, the algorithm just ignores me My art is good, the algorithm just ignores me

@benhylak what changed in the past day for you

i don't how to say this, but i was wrong about mythos. software engineering won't disappear overnight, but things are about to change a lot.

@0interestrates ignoring formatting is founder mode

Call me Benjamin, cause I be nettin’ Yahoooooo!

That dunk made it super obvious 👀

if this isn't staged this is incredible synergy

@0xkyle__ what app is this?

the left curve argument is simple - see what they're doing Brian: Tried to push back Jeremy: Bing chilling

naruto part 1 had so many iconic moments that i don’t see any modern shonen anime topping. rock lee weights, bell test, akatsuki intro, sannin intro, chuunin exam test, rasengan vs sharingan water tank, itachi vs sasuke at hotel, creative powers for fleshed out side characters like shikamaru shadow technique, the ninja ranks and worldbuilding. so good looking back

Introducing Azuki TCG: Gates Awakened

The Memory Cycle. Is probably going to look like this chart? With SK Hynix, $SNDK, Samsung, $MU and others: -> Price Hikes until 2028 -> Demand Increase Permanent -> Price Decreases After 2028 -> Increased Capacity * Increased Demand * lower margin = High Profit Anyway. For example: 2026 Q1: DRAM, NAND Price Hikes - NAND prices 100%+ Q/Q, DRAM up 70%+. 2026: Q2: DRAM NAND Price Hikes - Samsung hikes Q2 NAND prices 100%+ Again, DRAM up. Q3 -> 2028 Price Hikes. 1. Counterpoint: "There is no scenario where memory prices correct in the second half [of 2027], given that hyperscaler purchasing intent remains unbroken" 2. Intel CEO: "No Relief on Memory Shortage Until 2028". However what people misunderstand: -> Memory Demand Is Structural with AI. -> Prices are not. We'll likely keep seeing price hikes with the extreme memory shortage in 2026. But prices start to fall in 2028. What people conflate is: -> Extreme demand for AI will not cause prices to go to 0. -> More capacity will not cause demand to suddenly go to 0. More Supply * Price * More Demand * lower operating margin = more profit anyway. Operating income will not be 10000%+ Q/Q like now. But if SK Hynix is producing a more steady ~$100B+ operating income Y/Y at a $400B MC from increased capacity but lower margin: Compared to $100B -> $220B -> $90B -> $120B. Then that itself looks undervalued. I don't see a world where it ends up being $100B-> $180B (2027) -> $10B what doomposters are projecting, where they operate at a loss from both demand downturn (eg. smartphones) and margin downturn. The main two things is to look out for is if software/memory usage gets extremely, extremely efficient or hyperscaler capex suddenly disappears (AI is no longer a thing). Same could be said around GPUs for training/inference. But, I would mainly be looking out for hyperscaler capex projections as the #1 indicator. Not random out of context quotes taken from Samsung executives to signal operating income two years out. AI has fundamentally changed what the "commodity" memory is, similar to GPUs back in 2023.