
Chris Kemenesi
68 posts

Chris Kemenesi
@ChrisKDev
Real estate developer reading the whole board — politics, finance & the monetary system. I share how these come together in ways other don't see till too late.



🚨 President Trump says he's considering having the trade deal with Mexico and Canada TERMINATED Good! We're TOTALLY SICK of these countries taking advantage of us. "I'd rather NOT have the agreement, but I may sign it. We do better as a country if we DON'T have an agreement." "So yes, I'm thinking about maybe we won't be able to make a deal." "I would rather NOT have the USMCA. The primary reason I wanted it [in my first term] was because there was no way out of NAFTA, which is the worst trade agreement ever made, like EVER."


Japan just blew $100 billion in 6 weeks trying to defend the yen. That's half a trillion in US terms. The problem is Japan's doing it by dumping US Treasuries when Washington needs buyers for $12 trillion of debt.

Prime Minister of Canada caught on a hot mic with President Trump. He can clearly be heard saying: “less than 3% of our product”, “49,000 cars”, then while making a cut off gesture with his hands, “capped”, and “I thought you’d actually like that”, before walking away. Presumably this is in relation to Chinese EV’s.

SpaceX just bought a $60 billion company without spending a dollar. The deal for Cursor, the AI coding tool, is all stock. No cash. SpaceX prints new shares, hands them over, done. Now connect it to what happened last week. SpaceX went public by floating just 4% of itself. 556 million shares against 13 billion. The tiniest free float a mega-cap has ever listed with. Index funds were forced to buy it. Retail piled in. Tiny supply, enormous demand, and the stock rocketed past $200. Here's the part that should make you sit up. The price SpaceX pays for Cursor is set by its own share price in the seven days before closing. The higher the stock, the fewer shares it has to print to cover $60 billion. So the engineered scarcity that pumped the stock now makes the acquisition cheaper. The squeeze pays for the shopping spree. A company losing $4 billion a quarter is now buying AI startups with paper it manufactured out of a 4% float. This isn't aerospace. It isn't even AI. It's the finest financial engineering of the century, and it's only getting started.

Warren Buffett watching a rocket guy out-earn his entire 70-year career in a single trading session😭

The price of oil and gas has plummeted yet again today. Down to $75. It was $68 when the war in Iran began. Prices will be plummeting at the pumps in the days and weeks ahead. Democrats are furious this is happening.



I had Fable build several projects for me. I'm disturbed by what I saw. Timestamps: 0:00 - Intro 0:54 - Game 1: Token Mania 2:03 - Game 2: Geodrift 6:22 - Game 3: Aetherbound 7:30 - Open world exploration concept 10:18 - App 1: Piano Book 14:14 - "The Window Has Closed" article commentary

Capital is voting with its feet. France, Germany & Spain are now net exporters of wealth. Britain alone lost 16,500 millionaires last year. Meanwhile, the U.S. gained 7,500 millionaires and now hosts over 1/3 of the world’s $30M+ individuals!

laser weeding in broccoli. real-time AI decision making at the edge. whistles and purrs. no chemicals. from our friends @carbon_robotics.

If Fable 5 remains America only, it will lead to the largest exodus from Europe in history Anyone who used Fable in the 3 days it was live knows it's the most powerful technology made in the history of our species They know that those with Fable will have unlimited economic power. Those without Fable will be fighting with two hands tied behind their back and their legs frozen in a block of ice Without Fable how could you keep up with someone who has it? How could you beat someone who can build products 50x faster than you. It’s technological steroids. It’s like De’Aaron Fox playing basketball against Michael Jordan. It’s no competition In time Europe will realize all of this regulation was a mistake. They’ll do a massive deal with America to get access. Multi hundreds of billions of dollars How could the current path go any other way? Fable 5 is the greatest leverage a nation has ever had. The beginning of technological government intervention has only begun

David Friedberg: The AI Jobs Panic Is a Crock of Sh*t Why? The revenue potential outweighs the cost savings by 100x. “There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again. What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business. There is revenue and there’s costs. On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal. The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you. Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI. So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people. I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people. And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground. It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sh*t.”

My theory is that the American empire is JUST getting started. US has a stranglehold on Space with SpaceX, which is the next frontier for defense/war. It has a comically large lead. No one will be close for at least 20 years. It is the leading power in AI by far - both in models and chips. China is catching up fast, but the US has an inherent mechanism that will increase the likelihood that it will win in the end - a free market + capitalism + free speech. A free market + capitalism allows for brutal competition between companies. Free speech allows for AI models to be maximally truth seeking, which means that AIs CAN and WILL BECOME smarter than humans to the point where they can tell the truth about its leaders. This is literally impossible in China. Try having a Chinese model that says Xi Jinping is corrupt. Good luck with that. Then, you have a country that has more guns than people and surrounded by two massive oceans and two friendly neighbors, which means any sort of kinetic take over of the country is literally impossible. Not to mention the US has BY FAR the best and strongest military. The only way adversaries can hope to defeat the US is by tearing it from within by pitting us against each other. This is why it's virtually guaranteed that all the division/hatred/polarization you see within the country is fomented by China/Russia Psy Ops + propaganda efforts. I'm not saying these aren't naturally happening in spots - America is far from perfect - but it would be naive to think our adversaries aren't pouring millions of gallons of fuel on a fire. As long as the American public a) has the ability to exercise its free speech b) has a protected 2nd amendment c) capitalism and free markets continue to function and d) the populace is aware of how awesome America really is, it is literally impossible to stop the US's trajectory to global domination in the coming decades, especially as China's demographics continue to collapse. It's the bottom of the 9th, the game is tied, and the US has the bases loaded. It's a 3-2 pitch. All we need is a home run, and we win the rest of the century.


S. Korea Agrees With US to Cooperate on Weak Won: Yonhap




