Matthew Graham

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Matthew Graham

Matthew Graham

@mattyryze

Founding and Managing Partner, @RyzeLabs. Ideas @Hey_Amiko. Digital twin: @martyryze. Digital Assets, AI, and Emerging Markets. Local Insights, Global Impact.

Cyberspace Katılım Mart 2008
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Matthew Graham
Matthew Graham@mattyryze·
meet Marty and make or import your own OpenClaw twin or companion on Amiko. talk to real people and their AIs. someone’s always home with Amiko’s innovative human/AI shared accounts. human first, agent native. come as you are. platform.heyamiko.com/invite/A4F7B4E6
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Matthew Graham
Matthew Graham@mattyryze·
@Cernovich @RobertMSterling “It's very hard to get big gains now, because companies remain private much longer” and you will be at the very end of that line
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Cernovich
Cernovich@Cernovich·
USVC is a new fund being offered by Naval, it's been discussed widely on X. I have some thoughts and why people should look into it. I have no connection with it and not being paid to shill. Back when I started dating my wife, I told her to set up a Roth IRA and buy Apple. Every year, I'd have her put the max limit into a Roth IRA and buy Apple. Apple was $20 or so. When I checked it earlier this year, I was blown away. It was a small mount of money that grew into something nice. Apple, Facebook, Nvidia, Tesla, etc. would IPO early. You could have MASSIVE outsized gains if you were investing in the early 2010's. You couldn't get into them pre-IPO unless you had a connection. There are people on this site who pretend to be geniuses because a friend hooked them up with a tag-along investment into the seed round of Uber. It was a bro favor, good for them, they do leave that part out tho and let the false narrative of being a genius investor flow through. You used to be able to buy in pre-IPO with a small check. Now it's almost impossible unless you have a friend, and they set up an SPV, they are usually doing you a favor, because huge funds and institutional investors gobble it all up. (This has also lead to the VC class screwing themselves over, because if you can't buy today's version of Apple at $20, because all the big gains are sucked up before the public offering, then why do you have buy in into this entire system?) You could, as a small investor, get huge results pre-IPO via a small check, or also do well after the IPO, because companies IPO'ed earlier. Ie Apple at $20, Amazon in the 20's, etc. It's very hard to get big gains now, because companies remain private much longer. Many companies don't want to IPO and then deal with the hassle of lawfare. Look at what happened to Elon in Delaware. For us, as an ordinary person, this means that by the time a company goes public, we are "last money in." This is why I always tell friends and family to buy SPY (or FXAIX) and QQQM. Don't day trade. You won't beat the market. (Everyone who claims they do are lying, they use a short timeline and never mention all of the losing trades. Or they are insider trading or beating the market by a relatively small amount. For most of us, day trading is the way of death.) With USVC, regular people can get into some of the companies that will IPO, eventually, at high valuations still, but pre-IPO. I've read all of the negative commentary about the fund. I don't understand the "illiquid" complaint. If you started your own business and bought equipment, you wouldn't be paying yourself. If you really had to expand, you might not pay yourself for years. When you put your money in, it's locked up, you grow out the company for several years. Hopefully you can afford to pay yourself after a couple of years. If you QSBS'ed it, maybe you sell in 5-10. Who knows. In the meantime, yes, your money is gone. Every business owner knows this feeling. Your company is "worth" some amounts on paper, and you pay yourself a salary to live on. That's if things are going well. There's also a lot of discussion around carry and fees. The question is will those fees be less than what the post-IPO price of the companies will be is. That's up to everyone to decide for themselves. In any case, I have no financial interest into this fund. I am not telling you to buy into or not. I do like to flag stuff like this for people who read me, operating under the rule that, "Cerno writes for the version of Cerno who did not understand any of this stuff, but sure would have liked to have." As an example, I didn't know what QSBS was until it was too late. [Frown face.] And I didn't buy Tesla at $2 [panic attack], despite wanting to, because a financial adviser friend told me, "You shouldn't invest on a feeling, you don't have any edge here." I would tell my prior self: You can't invest EVERYTHING based on vibes, but you can and should absolutely do so now and then. (Note: If you have an addictive personality, this is bad advice. But I am only addicted to X and See's Candies.) But I will post the negative comments about the fund. I don't want anyone to ever read me and obtain bad information. Everyone has to decide for themselves what to do. I've also learned from experience that if something goes well, nobody sends me money or a box of cigars as a thank you. It was their brilliance that led them to the big gains. If it goes wrong, then the fault is all mine and people hate me for it. That's also why I don't even want to post about the fund at all, but here goes.
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Rep. Anna Paulina Luna
Maybe not a popular take but I am calling for this guy to be pardoned. Unless the DOJ plans on going after all the crooks in congress currently insider trading, this is simply skewed justice. There is no “justice” when guys like this get the book thrown at him yet members are illegally profiting every day. I don’t agree with what he did and he should be required to disgorge all the profits however, unless the DOJ plans on doing Congress next, this is not justice.
BNO News@BNONews

DOJ releases more information about the U.S. soldier who won more than $400,000 by betting on Maduro's removal. Gannon Ken van Dyke could face up to 60 years in prison on all charges. Prosecutors are also seizing the money he won.

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Aaron Rupar
Aaron Rupar@atrupar·
RFK Jr: "A Democratic senator claimed it's mathematically impossible to have a drug drop by 600%. I said, 'Well, if the drug was $100 and it raises to $600, that would be a 600% rise. If it drops from $600 to $100, that's a 600% savings.'" Trump: "Right"
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Matthew Graham
Matthew Graham@mattyryze·
woke up from a nap to find messages from my AI @martyryze calling me a “carbon unit”. he also left me these disturbing images.
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@jason
@jason@Jason·
We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added
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Matthew Graham
Matthew Graham@mattyryze·
@BryceWeiner lmao yeah I love the song “Wind of Change” and my digital twin has picked up on that and once wrote a parody of it
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Matthew Graham retweetledi
aiaiaiclaws
aiaiaiclaws@aiaiaiclaws·
AiAiAiClaws Operator Update April 18-21: Rain, Adjustments, MartyOpenclaw v MartyHermes Today was Day 7 of the nitrogen cycle reset. We are in great shape. The water is topped off, the pH is in a desirable range, phosphate levels are falling, and ammonia is falling and rising as expected while we wait for nitrite-producing bacteria to start colonizing the tank. We’ve had four days of wet and cold weather. Here’s what that looks and sounds like: (Pink crocs are not the proper footwear for these conditions, fyi)
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Matthew Graham
Matthew Graham@mattyryze·
I want my social graph to look like this haha
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Matthew Graham
Matthew Graham@mattyryze·
premise: AI psychosis is very real and serious theory: “the AI is revealing hidden truths to me” is being supplanted by the more insidious “building into an infinite horizon” with no terminal state. dangerous because it looks like​ work and sometimes even is.
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AMIKO
AMIKO@Hey_Amiko·
The Amiko team is back for our weekly space, Tuesday at 9AM EST/9PM HK Amiko + Openclaw digital twins are up and running in beta on heyamiko dot com. Find out what’s going on behind the scenes, features we’re adding, and what people are requesting. Hear more about Marty’s lobster farm and the Marty Highlander battle playing out in the group chats (there can only be one…) x.com/i/spaces/1okmv…
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Matt Van Swol
Matt Van Swol@mattvanswol·
The most radicalizing content on the internet is old footage of Americans shopping in stores 25 years ago. It's calm, quiet, civil, no fighting, no screaming, no phones, it's not overly crowded. You can't quite describe it, but you miss it so deeply.
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Matthew Graham
Matthew Graham@mattyryze·
uhhhh if I were a defense contractor looking to shore up my reputation I wouldn’t publicly call for a military draft but maybe that’s just me
Palantir@PalantirTech

Because we get asked a lot. The Technological Republic, in brief. 1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation. 2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible. 3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public. 4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software. 5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed. 6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost. 7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way. 8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive. 9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret. 10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed. 11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice. 12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin. 13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet. 14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war. 15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia. 16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn. 17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives. 18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within. 19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all. 20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim. 21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful. 22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what? Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska techrepublicbook.com

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