Trying to find section in “Art of the Deal” recommending strategy of “forcing one’s opponent to cause most costly outcome for everyone” as optimal approach
@DavidSacks
@friedberg
@reidhoffman
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R James Breiding
5.3K posts
R James Breiding
@Breiding3
Writer, investor, father, friend. Author of ˋWhat Goliath can learn from David´ and 'Swiss Made'. All views owed to someone, somewhere and sometime ago.
Switzerland Katılım Ağustos 2010
1.3K Takip Edilen1.2K Takipçiler
Global carmakers retreat en masse from electric vehicle plans
Where is our brilliant friend, @elonmusk ~ perfect time to applaud all his efforts to stay the course and ween us of our dependence on dirty, unreliable hydrocarbons.
What happened?
giftarticle.ft.com/giftarticle/ac…
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Who is the Dog and who is the Tail in War with Iran?
Trump Says the Iran War Is Nearly Won but Israel Has Other Ideas
@friedberg
@DavidSacks
@peterthiel wsj.com/world/middle-e…
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R James Breiding retweetledi
BlackRock slashes another private credit loan to zero.
Three months ago it was valued at 100 cents on the dollar:
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What a massive turnaround in leadership! In such a short time.
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@cryptopunk7213 Which tickers re ~ aggressively pivoted investments into electrical and energy infra ?
Who is this guy ?
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yeah so this is insane
24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck
- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol
- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)
- added $300M to his corweave position totalling $700M (someones gotta run those gpus)
- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)
- dumped $100Ms of NVIDIA and Intel positions.
- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)
- fund up $1.5B in the last 3 months (+35% last quarter)
- now owns 10% of core scientific (levered bet on coreweave 😂)
He outperformed the S&P500 8X in the funds first 6 months. fucking goated.
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Last year the U.S. experienced something that hasn’t definitively occurred since the Great Depression: More people moved out than moved in
Voting with their feet ~ brain, wealth drain
Didn’t hear this mentioned in Trumps chest beating State of the Union speech
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Americans Are Leaving the U.S. in Record Numbers
Voting with their feet ~ brain, wealth drain
Didn’t hear this mentioned in Trumps chest beating State of the Union speech wsj.com/us-news/americ…
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Will the AI narrative morph from the euphoric “next frontier” to the dreaded “growth killer”; or has it already begun?
@DavidSacks @elonmusk @DarioAmodei
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@pavelprata History will show no President has ever sold his office in exchange for personal favour. What would AUM be if Trump weren’t president? And how much of this comes from ME societies accustomed to buying political favour?
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From $5M in 2009 to $23B AUM in just 17 years.
That's huge.
Joshua Kushner@JoshuaKushner
We are pleased to announce the close of Thrive X. Exceeding $10 billion, Thrive X comprises $1 billion designated for early-stage investments and $9 billion designated for growth-stage investments. We do not view this as a milestone, but as a commitment to the long work ahead. We view Thrive as a company. Our product is partnership - the willingness to commit deeply to a small number of founders, and to stand with them through momentum and adversity. This is the discipline we bring to our work, and the responsibility we accept when founders partner with Thrive. We do not hedge. Concentration demands loyalty to the founders and missions we back. In this moment, exposure alone is not a strategy. Judgment without commitment is not enough. Advantage will accrue to those who choose deliberately, commit deeply, and endure through difficult moments. Thrive was founded to be an enabling technology for the world we want to see. We are deeply aware that we are not the main character. The founders that we are fortunate enough to partner with are the artists. Our role is to help create the conditions where great work can come to life. We take a long view grounded in the belief that category-defining companies tend to create structural compounding advantages over long arcs. This fund reflects the continuity of our approach and the ways our work has deepened alongside the founders we support. We are grateful for the trust our Limited Partners place in us, and for the opportunity to work alongside those who are building with purpose, integrity, and courage. thrivecap.com/thrive-x
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What Polymarket saying on “whether Putin is afraid of this bunch?”
0=NO ; 1. = YES
Until he is, unrealistic to expect peace in Ukraine.
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CAPEX from a handful of companies amount to $ 600 billion, 2% of GDP growth, alone and assumes no return on this investment.
Ie a big deal and hugely stimulative.
@DavidSacks
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Prediction markets odds around 70% Supreme Court will rule against President Trump on his tariffs.
This may cause a case of "mutual emboldenment" among Republican congress and Supreme Court to reign back Trump.
Walls feel as if they're closing in.
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„Ghislaine Maxwell, serving 20 yrs in prison for sex trafficking, invoked her Fifth Amendment right against self-incrimination.
Maxwell said she is “prepared to speak fully and honestly” if Trump grants her clemency.“
____
Well, this is one crook Trump will not pardon.
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Anyone expecting less tension on the single issue that has shaped politics wherever we look ~ immigration ~ should think again
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5 years of gains wiped out in a few months
Touted as miracle compounder by so many
@long_equity
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