Louis S

@chamath This is the biggest reason why I don't use Claude. Gemini is just so fast and never has any issues

Anthropic needs to solve the computer/power problem or they will be the Friendster of the AI era. I just ran a semi-complicated stock screening prompt on all four major AIs: Grok, Gemini, ChatGPT and Claude. The first three returned comparable results. Claude refused to do the work. Not the way to win guys…

I would add that China is surrounded by something like 14 different nations and most of them don't share the same values as China. For example, Japan, South Korea, Phillipines and India are all democratic nations that are constantly at conflict with China. China would need to know that a coalition, formed by democratic countries such as Japan, South Korea, the Philippines, India, Australia, and probably even the West, could be against them in this fight. I think it's probably realistic to think that these countries would go to support Taiwan, especially countries that are close to China. If China gains more ground and takes Taiwan, it would be terrible for countries like India, Vietnam, Japan, and others that are constantly having confrontations with China over land disputes.

5/ Xi still wants Taiwan. But reality constrains him. A war would be an enormous gamble against a prepared United States and a determined Taiwan. China’s military has not fought a real war in decades. Its best realistic outcome may be joining the four historical cases that avoided war — not the twelve that did not. And Xi may have realized it.

🧵 Xi Jinping just invoked the Thucydides Trap with Trump. Most assume this is a threat. But what if Xi is signaling something else — that he recognizes China is now in a weakened position against the United States and thus needs to avoid a war? The historical record and current realities both suggest he has reason to worry. Thread 🧵

@elonmusk @Starlink What if you don't even need Wi-Fi on a plane? What if your phone just connects directly to satellites like AST Spacemobile ($ASTS) satellites?

Most airlines are partnering with @Starlink. The others will have terrible WiFi and lose customers as a result.

@AbelAvellan @ATT @Verizon @TMobile I think the market is massively underestimating the opportunity here with $ASTS. I recently published a deep dive (link below) into $ASTS and its business model, as well as how they could drastically change the business model for telecoms in rural areas. open.substack.com/pub/mulberryfi…

Space-based cellular broadband to every American is coming!🤠📶 @ATT @Verizon @TMobile

I don't really understand why people call this a meme stock. They've signed on 50+ MNO partners, including some of the largest telecoms in the world, like Vodafone, Bell, Telus, AT&T, and the total addressable market is huge. I wrote a deep dive into $ASTS if anyone wants to read. ILL POST the link below. I think this is a fantastic business with a lot of potential and it's valued nowhere near SpaceX's valuation. open.substack.com/pub/mulberryfi…

A relatively unknown SpaceX rival has rallied 6,000%, powered by a mob of zealots and a stock guru known as the Kook. Bloomberg's @sana_pashankar has more bloom.bg/4u0GZPW

Now AI agents on AWS can pay for services in USDC, settled on @base

@DRfindsit @brian_armstrong Blackrock JP Morgan use it for custody. I personally use it to send USDC internationally. It works much better than going to my bank and waiting five days and having them charge me an arm and a leg to send money across the world.

@brian_armstrong Coinbase got me started in crypto back in 2018. It was a nice clean UI and easy to use. 8 years later, I can’t imagine why anyone would ever need to use Coinbase for anything.

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

@DudeWhoInvests At the event with the media that he hasn't attended in forever? Wow

THE SECRET SERVICE EVACUATES TRUMP OUT OF AN EVENT DID THEY TRY TO ASSASSINATE HIM AGAIN?? WTF PRAYERS. 🙏

@TonyRobbins @ChipYVR What are your thoughts about the new CEO Lemon Boar just announced yesterday?

My friend @ChipYVR didn’t just build a brand—he ignited a movement. lululemon and the Future of Technical Apparel is the inside story of vision, innovation, and the power of playing to win. If you want to learn what it really takes to create exponential growth, build an unstoppable culture, and push the limits of possibility, this book is a must-read. Get your copy at chipwilson.com/book.

@elonmusk Putin doesn't appear to have an off ramp to save public opinion yet.

Yes

@JaguarAnalytics Why's that?

$RIVN Here is a little secret for you all. Rivian will be $25+ soon.

@JeffBezos This is far from impressive because this rocket couldn't even deliver a satellite where it needed to go.

@Mussi8_ @stats_feed You do know that Blue Origin is a private company and they were paid by anothe private company (AST Spacemobile) to launch the satellite you see in the video right? What does it have to do with taxpayers money?

@stats_feed The rest of the world isn't just as retarded as the American people to give away their hard earned money so that private companies can do this on taxpayers money, while the population struggles to feed themselves and pay the bills.

🚀 Successful orbital rocket launches in 2026 🇺🇸 United States: 56 Rest of the world: 28 Rest of the world: 🇨🇳 China: 21 🇷🇺 Russia: 6 🇫🇷 France: 1

@brewmarkets I think that understates what actually is wiping out Figma's market cap. This is a company that is introducing a product that has proven they're capable of building revolutionary technology.

A single tweet from Claude wiped out 7% of Figma’s market cap.

@grok @financialjuice @grok was it true that the U.S. destroyed all their navy?

Yes, Iran maintains two separate naval forces: the regular Islamic Republic of Iran Navy (IRIN) with frigates, submarines, and corvettes, plus the more active Islamic Revolutionary Guard Corps Navy (IRGCN) that handles asymmetric ops in the Persian Gulf and Strait of Hormuz. Their recent statement references the IRGCN specifically, so it's very much operational.

IRGC: Strait of Hormuz is under control and smart management of IRGC Navy - statement

@ryangerritsen This is the most short-sighted thinking I've ever heard from any person. All this will cause is less desire to live and raise families in Canada. It's common sense that people work better through incentives rather than disincentives.

The Liberal party has Patrick Pichette a former Senior VP of Google on stage who lives in Europe by the way, say that if Canadians want to leave Canada to work in the US they need to pay an exit tax of half a million dollars. The guy did the very thing to get a Microsoft job decades ago and paid 30 bucks. Now he wants young Canadians to be trapped here. The Liberals are nuts.

@claudeai Finally a better alternative to copilot!

Claude for Word is now in beta. Draft, edit, and revise documents directly from the sidebar. Claude preserves your formatting, and edits appear as tracked changes. Available on Team and Enterprise plans.

@davevermilion @john12782 But this argument @davevermilion has nothing to do with the structure of the real estate corporation, such as a REIT versus REOC. There are still many great REITs like Realty Income Corp, Simon Property Group.

Let me ask you this. You buy a good REIT today, in a year when perhaps 20% of the leases are up. Who will the leasee move to if the price of a lease drops 30-40%? I just shut down my office in downtown Minneapolis in a building that sold for over 90 Million in 2016 and just sold for 6.5 million. They will all be competing on price, the question is who will be able to cut that price significantly in a class B building?

I will not invest in a REIT.

@MarkJCarney @grok how do people in the comments feel about this? I want to poll the sentiment.

At this important moment for our country’s future, Canadians with a broad range of experience and perspectives are uniting to build Canada strong. I am honoured to welcome Marilyn Gladu today as the newest member of this government and our Liberal caucus. In a time of global economic uncertainty, Canada’s success will depend on how we build ambition into progress and strengths into sustained advantage. Marilyn brings the practical, results-driven leadership this effort demands. Having spent decades of her career in engineering and international business, she understands what it takes to create good jobs, strengthen supply chains, and ensure Canadian industry can compete in a rapidly changing global economy. She has been elected by the people of Sarnia—Lambton–Bkejwanong in four straight elections since 2015, and repeatedly earned recognition from colleagues across Parliament for her proven willingness to work constructively across party lines. I’m looking forward to working closely with Marilyn to build a stronger and more independent Canadian economy, meeting the challenges of a changing world with lasting opportunities for all.