Jillian Jones retweetledi
“If you aren't in over your head, how do you know how tall you are?”
― T.S. Eliot
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Jillian Jones
334 posts
Jillian Jones
@JKJones_
Investing in the future
Brooklyn, NY Katılım Nisan 2020
612 Takip Edilen112 Takipçiler
The most liquid assets will be on chain next. US Dollar (already underway) -> US treasuries -> equities -> bonds -> private equity and credit after??
Trending Bitcoin@TrendingBitcoin
SEC Chair Paul Atkins: 🇺🇸“All U.S. markets will be on chain within two years.”
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Jillian Jones retweetledi
The NYSE said it is partnering with Securitize to develop a tokenized securities trading platform.
Securitize will also become the exchange’s first digital transfer agent allowing stocks and ETFs to be issued as blockchain-based tokens.
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Jillian Jones retweetledi
Jillian Jones retweetledi
This is notable news from Bloomberg given Apollo's standing in private credit:
"Apollo Global Management Inc. is curbing redemptions from one of its largest non-traded private credit funds for retail investors, becoming the latest alternative asset manager to grapple with a surge in such requests.
The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%."
#economy #markets #privatecredit
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Hi. Just a reminder that Neo-conglomerates are real and we’re watching one being built in real time. Identify the founders that actually have the vision to achieve moonshot goals and invest in them early.
What is a neo-conglomerate? More here @stillcriticallythinking/note/p-189950494" target="_blank" rel="nofollow noopener">substack.com/@stillcritical…
The Humanoid Hub@TheHumanoidHub
Unlocking an age of amazing abundance! Goal: A trillion watts of compute/year Elon just announced: - Tesla, SpaceX, and xAI together are building the largest chip manufacturing facility ever (1 TW/year) – combining logic, memory, and advanced packaging under one roof. Two kinds of chips will be made: - Edge compute chips for vehicles and Optimus (100–200 GW per year). - High-power chips for space (1 TW/year). - That’s more than all the chip manufacturers in the world combined can provide today, or even by 2030. - He expects humanoid robot production to be between 1 billion and 10 billion a year. - The cost of deploying AI in space will drop below the cost of deploying terrestrial AI in the next 2–3 years. In space, you don't need much battery power, it’s always sunny, and heavy glass is not needed for weather protection. - Space solar has increased economies of scale. On the other hand, it’s hard to scale solar on Earth because you run out of space. - To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space per year. The mission is to unlock an age of amazing abundance. Money won't exist in the future. If you want something, you can simply have it. Super long-term project: Mass drivers on the moon shooting AI satellites into space.
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We’re going to start to see a lot more like this.
Same can be argued about copyrighted media. In a world where most is available to “rent” through streaming with no guarantee it’ll be available tomorrow, the movement to buy and permanently store offline is becoming increasingly attractive.
God of Prompt@godofprompt
🚨 BREAKING: Someone just open-sourced a full offline survival computer with AI, Wikipedia, and maps built in. Project N.O.M.A.D. is an open-source offline survival computer. Self-contained. Zero internet required after install. Zero telemetry. Everything runs locally on your hardware. What it includes: → Full Wikipedia archives via Kiwix → Offline maps via OpenStreetMap → Local AI models via Ollama + Open WebUI → Calculators, reference tools, resource libraries → A management UI to control everything from a browser One curl command installs the entire system on any Debian-based machine. Runs headless as a server so any device on your local network can access it. Minimum specs to run the base system: dual-core processor, 4GB RAM, 5GB storage. To run local LLMs offline, you want 32GB RAM and an NVIDIA RTX 3060 or better. No accounts. No authentication by default. No cloud dependency. No phone-home behavior. Built to function when nothing else does. The grid, the cloud, the API you depend on. None of it is guaranteed. The people building local-first systems right now are the ones who won’t be asking for help when access disappears.
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Jillian Jones retweetledi
JUST IN: 🇺🇸 CFTC Chair Mike Selig says crypto will power the "new frontier of finance" as markets "move on chain."
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Jillian Jones retweetledi
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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Big news. I see the motivation in encouraging more public listings, but in a way this is just blurring the lines further between public and private markets
wsj.com/finance/regula…
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Jillian Jones retweetledi
Jillian Jones retweetledi
🔥🚨DEVELOPING: Television viewers are discussing how original versions of TV shows get shortened when they are sent to streaming. Many viewers are noting that history is being edited and replaced right in front of us.
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The physics of business are changing.
About a month ago, Northwood and SpaceX made large splashes in the Space community. One announced their $100M series B raise and the other announced a merger with xAI. Both announcements represent major progress and future impact for the ecosystem, but represent two fundamentally different organizational structures to achieve their respective goals.
Northwood is a specialized player with a business model investors know and love: high growth, massive TAM, specialized wedge to capture market share, then expand the platform horizontally. It's the classic land-and-expand playbook that investors know and love.
SpaceX's latest merger with xAI represents a shift to new territory, with the goal of data centers in space, lunar settlements, and eventually Mars colonization. Traditional, underwritable frameworks break in this scenario, and the physics of business will have to change in order to achieve these goals. SpaceX represents the rise of a new model — the Neoconglomerate.
Traditional conglomerates like GE or Standard Oil started with one technology and built or acquired businesses to distribute it across markets. The Neoconglomerate inverts this entirely. It starts with one moonshot goal and builds or acquires technologies in order to achieve it.
The Neoconglomerate is a fundamentally different organizational model, and it raises questions our current investment frameworks aren't built to answer:
→ How do you finance emerging Neoconglomerates that need patient, risk-aligned capital at scale?
→ Who are the founders capable of coordinating across unrelated technologies and industries to achieve a moonshot goal?
→ What are the next moonshot goals to invest in?
Latest post on The Neoconglomerate below 👇
Jillian Jones@JKJones_
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Jillian Jones retweetledi
stop what you're doing and look at this image.
each dot is 3.2 million people. 2,500 dots = 8.1 billion humans.
the grey? 6.8 billion people who have never used AI.
the green? 1.3 billion free chatbot users.
the yellow? 15-35 million who pay for it.
the red? that tiny sliver is us.
you think the AI space is crowded because you're in an echo chamber of the 0.06%.
the real world hasn't even started.
wrote a full breakdown on the data, the opportunity, and 7 businesses you can build from this gap today:
Nozz@NoahEpstein_
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Jillian Jones retweetledi
Every once in awhile, I ask myself
why is the 2nd most valuable company in the world, completely sitting out the largest capex investment cycle ever?
staysaasy@staysaasy
Think different
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