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@jason
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@jason
@Jason
first investor in https://t.co/M6cblbFld9 Host: @twistartups @theallinpod; I also invest in 100 startups a year @launch & @founderuni [email protected] for life
austin Katılım Ağustos 2006
6.6K Takip Edilen1.2M Takipçiler
Realized I’m rooting for Cleveland purely cause i want to see Knicks play Sunday
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This was an exceptional guest appearance by Marc
Marc Benioff@Benioff
There is no substitute for bestie @DavidSacks … showed up black-shirted, caffeinated, & fully armed with enough crazy. Besties talked future of enterprise, AI agents that actually work (not just hype), and @chamath has enough truth China bombs to trigger all the Besties. Zero filter. Brilliant El Niño insight from @friedberg. I wasn’t ready for @Jason and neither was the group chat. Buckle up. This one’s XX spicy. 🌶️ 🚀 Check out the full episode here → youtu.be/jJRAvZNGUvI
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There is no substitute for bestie @DavidSacks … showed up black-shirted, caffeinated, & fully armed with enough crazy. Besties talked future of enterprise, AI agents that actually work (not just hype), and @chamath has enough truth China bombs to trigger all the Besties. Zero filter. Brilliant El Niño insight from @friedberg. I wasn’t ready for @Jason and neither was the group chat. Buckle up. This one’s XX spicy. 🌶️ 🚀 Check out the full episode here → youtu.be/jJRAvZNGUvI
YouTube
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@jason retweetledi
"Daniel got out-talked!" 🗣️
Negreanu gets completely out-leveled in this hand, falling right into Calacanis's verbal trap! 👀🍿
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@jason retweetledi
Every SaaS company is faced with the same choice right now:
Sell to Salesforce for a bronze medal. Ride the legacy business down for a participation trophy. OR… Burn the boats, rebuild AI-first, and go for the gold.
@Jason says most boards will pick bronze.
The founders who pick gold have to fire half their exec team to get there.
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@jason retweetledi
@shelach_yotam I've been saying this since long before the war, in fact first brought it up when the tariff chaos was in full swing last year
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@Jason It’s not a prediction in such a short span of time, and clearly oil prices would get inflation to the 3 handle. It can all reverse as fast as you predicted.
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As I predicted on All In, the inflation three-handle is back… the war isn’t ending… the chances of a rate cut are flipping to a rate increase…. our debt is surging FASTER… and Trump’s ratings are at an all-time low.
valuations disconnecting from fundamentals to the point of making folks on CNBC telling retail to pump the breaks
The MAGA civil war rages on
A Golden age for the gilded, but the working class remains stalled and forgotten.
Yet somehow @TheDemocrats will still figure out a way to lose 😂😂 🤦
The Kobeissi Letter@KobeissiLetter
BREAKING: April PPI Inflation surges to 6.0%, well above expectations of 4.9% and the highest level since January 2023. Core PPI Inflation rose to 5.2%, above expectations of 4.3%. Both CPI and PPI Inflation are now officially at 3+ year highs. Odds of rate HIKES are rising.
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Social Capital, my investment vehicle, led the Series A in this company 13 years ago. It now does many dangerous jobs on behalf of the US Navy, including the one below.
We are also building kinetic capabilities courtesy of a partnership with Lockheed Martin into the latest version.
Mario Nawfal@MarioNawfal
🇺🇸 The U.S. is sending autonomous sea drones to sweep mines in the Strait of Hormuz, and the timing says everything. The Strait carries roughly 20% of global oil traffic. One successful mining campaign and energy prices spike worldwide within hours. The U.S. deploying this capability now tells you exactly how seriously they're taking the mine threat. Source: Reuters
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Can we get a polymarket on Trump social posts vs stock trades for 2026? 😂😂😂
Also, can someone Claude code correlation of White House visits, truth mentions and stock trades, then build a model my OpenClaw can front run?!
The Kobeissi Letter@KobeissiLetter
BREAKING: A newly-released OGE Form 278-T discloses that President Trump filed 3,642 trades involving stocks of public companies between January 1st and March 31st. Our team has sorted and analyzed the thousands of transactions. Transactions include hundreds of stocks and ETFs such as Nvidia, Microsoft, Broadcom, Amazon, Apple, Alphabet, Meta, Goldman Sachs, AMD, Airbnb, Palantir, Netflix, Costco, Walmart, JP Morgan, DoorDash, and others. Individual purchases of Nvidia, Microsoft, Broadcom, Amazon, Apple, and others ranged from $1 million to $5 million in disclosed value. Individual purchases of AMD, Goldman Sachs, Alphabet, Airbnb, DoorDash, Micron, Stryker, and others ranged from $500,000 to $1 million in disclosed value. President Trump also reported hundreds of stock sales ranging from $15,000 to up to $25 million. Should we produce a detailed breakdown of President Trump’s stock purchases and sales? More details to come.
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@jeffbercovici @grok please find citations on social, blogs and news around the backlash to Dunkirk and gender representation
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They BBQed Nolan for Dunkirk's lack of gender representation.
The film is about Operation Dynamo, the rescue of 330,000 British and Allied soldiers trapped by advancing German forces in WWII.
60 Minutes@60Minutes
Christopher Nolan, the filmmaker behind “Oppenheimer,” “Interstellar,” “The Dark Knight,” and "The Odyssey," sits down with Scott Pelley. Sunday on 60 Minutes. 60Minutes.com
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@Mister_Keating You got that poor guy questioning everything with your retardmaxing
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