rockys own

@aakashgupta Waffle, the rest of the companies mentioned are pimarily b2c while anthropic and openai need these contracts..

Dario and Sam are built different. This weekend proved it. Sundar needed 430 employees to write him an open letter before he’d say anything about the biggest AI policy crisis in history. Satya’s been restructuring deal terms. Cook still treats AI like a feature update. Zuckerberg open sourced Llama and went quiet. Dario and Sam were working Friday night. Friday afternoon the Pentagon blacklists Anthropic from every federal agency. Designates them a “supply chain risk,” a label normally reserved for foreign adversaries. $200M contract, gone. Dario sits for a CBS News interview that night. Calls it “retaliatory and punitive.” Says “disagreeing with the government is the most American thing in the world.” The interview airs Saturday morning, nationally. Sam spends Friday negotiating a classified network deal with the same Pentagon that just torched his biggest competitor. Closes it Friday night. Posts the announcement on X. Saturday night he’s back doing a public AMA, admitting the deal was “rushed” and the optics “don’t look good.” Answers every hard question anyway. This weekend was extraordinary but the work rate behind it isn’t new. Sam was doing Reddit AMAs at midnight during the o3 launch. Dario published a 15,000-word essay on AI’s future between fundraising rounds. Sam shipped 12 major model releases in 2025. Dario personally reviews safety evals before every Claude deployment. These two treat weekends like Wednesdays. The gap is compounding. Sam and Dario are in the room negotiating with the Pentagon on a Friday night while the rest of big tech waits for Monday’s news cycle to draft a press statement. They’re making decisions in hours that would take a Fortune 500 CEO a quarter of board meetings to approve. Every week they operate at this intensity and their competitors don’t, the distance grows. AI moves on a 24/7 clock. Most CEOs still run on a 9-to-5 calendar. That mismatch is showing up everywhere: in model releases, in policy influence, in the speed of government deals, in talent recruitment. Two guys who used to share an office at OpenAI. Can’t hold hands at a photo op in India. And they’re outworking every other CEO on the planet while doing it.

@DayDayBurner1 @chamath Hardly under reported. I could probably see small townships popping up or similar schedules to working away/fifo to maintain data centers with how much they affect local residents.

@chamath The noise from these data centers are loud and brutal. No one wants live near them either. Which is very under reported.

Google was about to lose a vote by the Indianapolis City council and withdrew a proposal for a $1B data center. Microsoft pulled a similar project in Wisconsin based on community pushback. Are these isolated incidents or the beginning of a trend? If the data below is accurate, then we should expect that more local communities will pushback to stop data center buildouts in their region if it spikes electricity prices so much. A solution, however, is for these hyperscalers to use their robust free cashflow to go into local areas and pay for solar+storage or pay for the electricity for every resident. Either way, the hyperscalers should take the electricity costs of local residents to zero and start buying goodwill. Otherwise, I expect more local communities to push back on these data centers which will complicate the AI buildout that needs to happen.

@Minewshewwa @pitdesi This doesnt sound right. So they aren't buy tik tok us they are just buying the current version and will need to pay for every update. I highly doubt that, they will innovate on their own as an independent product.

@pitdesi The sale appears to be for the current version ONLY and buyer may have to pay for any future updates, in which case Allison may be paying what ever ByteDance/China demands for newer versions.

TikTok US selling for <1x revenue… Maybe I’m missing something but this reminds me of the oligarchs in Russia, license raj in India, privatization in Mexico etc… being close to political power lets folks buy up crown-jewel assets at a fraction of their true value.

@FoolGreatest @sfmcguire79 That's a pretty immature view of what politics should be since before social media this is how it was done. Instigation isn't relevant either. It's initiating.

What a cop out. One can recognize that murder is bad and simultaneously recognize that making a career of going to college campuses for the sole purpose of instigating and agitating undergraduate students isn’t a smart or useful career. And that exact brand of politics, “anything to own the libs” is why he was targeted and murdered. Politics with the pure goal of pissing off your opponent is not “practicing politics the right way.” It’s the exact opposite. It’s the bastardization of politics that leads to political violence. That was his goal. He was not shy about it, it was featured prominently in his content. It was the point. And he was finally proven wrong. May his memory be a blessing and a reminder that we should do better and stop treating politics like a game, stop treating people who disagree with you like an enemy. Conversation is for seeking understanding, not a tool to “own the libs.”

Ezra Klein on Charlie Kirk: “You can dislike much of what Kirk believed and the following statement is still true: Kirk was practicing politics in exactly the right way. He was showing up to campuses and talking with anyone who would talk to him. He was one of the era’s most effective practitioners of persuasion. When the left thought its hold on the hearts and minds of college students was nearly absolute, Kirk showed up again and again to break it. Slowly, then all at once, he did. College-age voters shifted sharply right in the 2024 election. “That was not all Kirk’s doing, but he was central in laying the groundwork for it. I did not know Kirk and I am not the right person to eulogize him. But I envied what he built. A taste for disagreement is a virtue in a democracy. Liberalism could use more of his moxie and fearlessness. In the inaugural episode of his podcast, Gov. Gavin Newsom of California hosted Kirk, admitting that his son was a huge fan. What a testament to Kirk’s project.” “Kirk and I were on different sides of most political arguments. We were on the same side on the continued possibility of American politics. It is supposed to be an argument, not a war; it is supposed to be won with words, not ended through bullets. I wanted Kirk to be safe for his sake, but I also wanted him to be safe for mine, and for the sake of our larger shared project. The same is true for Shapiro, for Hoffman, for Hortman, for Thompson, for Trump, for Pelosi, for Whitmer. We are all safe, or none of us are.”

@charliegreenman @Marianthi777 @historyinmemes I think you're out of the loop when it comes to nursing homes.

A retired couple chose to take 51 back-to-back cruises since they are less expensive than retirement homes

@jaredhowe @Quant_RX @unusual_whales You're the kinda guy who says something obvious in an attempt to flaunt his intellectual prowess but gets eye rolls from the entire room because he missed the point entirely.

@Quant_RX @unusual_whales You're not getting what I'm saying. By the time something is actually reported, the information passes through the hands of many people who aren't legally considered insiders.

It looks like someone knew about the Intel, $INTC, possible government expansion. JUST BEFORE THE NEWS, LITERALLY TODAY, there were huge call volumes and premiums, with more calls trading at the ask than bid. $INTC has had several days in a row of consistent bullish flows. And these traders likely made millions. Unusual.

@Liathetrader @BoringBiz_ Sure, but she's not that hot.

@BoringBiz_ You can find them. She is hot and young so why not? Most people aren’t this hot.

Woman says that she wants a man > minimum height of 6’2 > a job with no earnings cap (corporate jobs making $150K not enough) > only takes business class flights > in shape and works out regularly If you do a quick AI search and also filter for men who are single, this describes roughly 0.1% of the population The most obvious societal outcome is her sharing this man with other women

@SaiK11992912720 @anthonynoto They don't own the stadium. They pay for the branding rights.

BOOM 💥

@ReutersBiz Gross.

Australia has agreed to open its market to US beef, President Donald Trump said, after the US ally eased restrictions on imports that had angered the American leader. More here: reut.rs/4f7APqw

@infoscav @pupilhands @talsharon08 @joerogan lol, its not a big operation my guy.

@HighFinance13 @pupilhands @talsharon08 @joerogan You are really naive if you think JRE is one guy.

@pupilhands @talsharon08 @joerogan I wouldn't confuse what I said as he seeks these things out on every possible topic. He just doesn't exclude potential guests based on ideological views or their beliefs. His platform is entertainment first, not politics, that should be remembered.

@infoscav @pupilhands @talsharon08 @joerogan You expect alot out of one guy who runs a podcast. Reset your expectations. One person cannot be all knowing, especially if you yourself aren't. Therefore he has the conversations and the individual can draw an independent conclusion. Your pov is unhealthy and unhelpful.

@HighFinance13 @pupilhands @talsharon08 @joerogan Oh yeah, "he's just clueless, how can you hold it against him".

@infoscav @pupilhands @talsharon08 @joerogan Waffle. You are assigning a role to Rogan you want him to fill rather than taking it as it is. You have the issue in this scenario.

@HighFinance13 @pupilhands @talsharon08 @joerogan Straight out of Gobbels' vision for the media. Entertainment and escapism first, with carefully selected narratives interwoven in. It's one-sided by accident, you see.

@HighFinance13 @talsharon08 @joerogan Besides Douglas Murray, who he mocked, who else has been pro-Israel on there? Genuinely asking

Shout out to all the people that still don’t believe in conspiracies. Your ability to stick to your guns is inspiring.

@talsharon08 @joerogan Weird take. He usually highlights and give voices to both sides of a topic. Which is basically the definition of unbiased. Therefore, your point of view is actually more detrimental.

@joerogan One might wonder why someone as successful as yourself would platform and highlight certain celebrities who promulgate so much hatred. Maybe they have something on you 🤔

@amitisinvesting @DataDInvesting @Futurenvesting @stevenfiorillo I mean,you're a lot of things. But humble isn't one of them either. So lets not let the pot call the kettle black here..

Dude, I want to be respectful about this, but you really have some issues. Like you do NOT understand how to take wins humbly. At all. I’m embarrassed for you. It’s the same nonsense that caused you to say Arny got lucky for HOOD. It’s the same nonsense for you tagging me in some idiotic post about me picking Apple over Hims in the stockdraft — I could’ve easily responded to that post when HIMS fell 30% after you said “bookmark this” but I didn’t because I’m not a jerk. And once again, it’s the same nonsense of you completely misrepresenting our position which is that the market is not PERCEIVING sofi as a tech company which is why we even did the debate, why would we have had that conversation if SoFi wasn’t underperforming? Steve and I both are long for the sole reason that although there are issues, we laid out why we thought the market isnt valuing it like a tech company but we still hold it because we see it is as undervalued. Do you want me to go dig up the post where you said “do you really think buying hood at 20 is better than buying sofi at 7?” because I could easily do that, quote tweet it with the stock prices, and try to dunk on you. You are insecure. I don’t know why, but you constantly needing to post stuff like this is the opposite of being humble and it’s sad. All your followers will defend you in the comments but just realize you are absolutely being a jerk — I knew when you said Hood was just luck for Arny that you rubbed me the wrong way and now you are only confirming that. I have NEVER dunked on anyone for my wins in $PLTR and $HOOD. Part of being a creator that people respect is doing this humbly. You have no idea how to do that but I hope you learn one day.

Since @Futurenvesting and I debated @amitisinvesting and @stevenfiorillo on whether or not $SOFI is a tech company or just a bank on May 31, it's up 40%+. A main crux of their argument was that the market doesn't give it the same premium as a tech company, so the market doesn't consider it a tech company, so it isn't a tech company. So, now that its up 40% and it is literally the exact same company, is it a tech company since the market is now paying more of a premium? Or does it only become a tech company once it's above $20 or $25? What price makes it a tech company? Or maybe deciding what a company is based purely on price action is a foolish way to think about it?

@JuanMSantos17 @SawyerMerritt @Tesla There's no proof from this graph that tesla FSD is safer. These statistics include human intervention, therefore all it proves is a mix of both methods is the safest option and even thats a stretch. There is 0 Tesla FSD statistics to pull from.

@SawyerMerritt @SawyerMerritt this is exactly why Tesla @Tesla will dominate. Tesla will be the standard for autonomous driving. Tesla FSD is going to be what the seatbelt was for the automotive industry.🤯

Number of accidents per million miles: • Tesla: 0.15 • Waymo: 1.16 • US Average 3.90 via Bloomberg Intelligence

@HolyCow52943968 @APompliano I mean, they voted him into reduce US debt. 1 trillion will go a long way to maintain that debt which should add to economic productivity.

@APompliano Total BS. Lutnick is a Moron - but even if true - is that what everyone voted for. Deport illegals UNLESS they have five million to buy a gold card? I don’t think so and who the fuck gave Trump the authority to initiate this program

The US government has reportedly closed $125 billion in Trump Cards. They have a path to $1 trillion in revenue if 200,000 people sign up. Insane.

@Ausproperty95 This is entirely wrong and not factual. Those jobs are occupied by the few. The issue with australia is why would you invest in starting a business if you can just buy a house which at leverage will outperform any asset class. You should stop tweeting nonsense from your toilet.

One the biggest challenges in business in Australia is that most folks can just get a $130k government job and barely do any work with almost no accountability. Why would they bother working for private sector and doing well for under $200k?

@LCHF_Matt That is just terrible financial practice. Even with the tax advantage they could upgrade their lifestyle wellbeing and possibly generate more wealth with a post tax portfolio.

My kids salary sacrifice 10% of their weekly income into superannuation on top of the government mandated super; they’ve done it since their first pay cheque. BTW, they do not earn above the average weekly wage. If the socialist government brings in this new, un-indexed tax on unrealised capital gains in super, I will advise my kids, and help them, to buy an investment property instead. This is exactly against my wishes for Australian domestic property (I prefer domestic housing to be affordable for everyone), however, FAFO! Every new tax has a consequence.

@CopiumPoppies @JDVance @TheoVon Theos been huge for years dude. Catch up.

@JDVance @TheoVon Kinda strange that less than a year ago I never heard of Theo Von yet now he's one of the biggest channels and gets access to all kinds of celebrities including those in the White House. I smell astroturf.

Slow news day, what are we even going to talk about? @TheoVon