MeTTaxa

@alojohhardcore Now I'm listening close to the end of the call, air in his lungs and enthusiasm came back when discussing terrafab. Which has 0 added value for the investment case for the next 3 years. Losing with xAI is eating his soul, he doesn't want to lose so bad

@alojohhardcore I should mention something very subtle, while listening to the earnings call: his tone was not enthusiastic at all, in fact, the amount of air his lungs while talking neutral was lower than usual. Of course you don't take that to the bank but it's usually a sign of low morale.

@MLoganosity @alojohhardcore I think not, if we compute on sentiment Xpeng needs Tesla to make everyone say WOW, so Xpeng receives 2nd order perceived value. But very curious what @alojohhardcore thinks

@alojohhardcore Do you think this makes the XPeng thesis even more bullish 🔥

@alojohhardcore Also from the earnings call, small things: The cybercab still has both issues - production (it needed the AI5 chip) and software (he says the new safety architectural software v15 is for next year) so there will be no roll-out for this year except geofenced in new cities.

@alojohhardcore I should also mention that I am a big tesla and Elon fan, but if I weren't so much % in cash I would sell considering everything that's going on geopolitically. I also think xAI is "eating his soul", a too hard battle.

@alojohhardcore I'm having some bug in my brain, where was the 15.8$ price on ? I can't see it in NYSE even in after hours. I'm asking because, this being a chinese company, I'm buying from NYSE like a "goose" and everyone else is buying on another exchange :) Could someone give some insights ?

@bryan_johnson @PeterSchiff That explains a lot of Peter's behaviour... maybe that's why he's wrong all the time about Bitcoin

@PeterSchiff Peter, waking up and checking your phone fractures sleep integrity. The blue light and cognitive arousal suppress melatonin, elevate cortisol, and reset circadian timing by 30 to 60 min. Lowering your willpower and metabolic regulation the following day.

I just woke up to see gold up over $60 per ounce, trading above $4,200 for the first time ever. Silver is also up over $1, back above $52.60. I'm going back to sleep. Who knows how much higher these metals might be by the time I wake up? I've never made so much money in my sleep.

@Rainmaker1973 You keep making clickbaity misinformative pists and put the disclaimer in the comments. You should be penalized. I will rate it as helpful

Rate this proposed note as UNHELPFUL, because: 1. I told what it is in the comments: x.com/rainmaker1973/… 2. What it says it's still true 3. The accounts that really know, don't get Community Notes. So shouldn't I.

@Kathleen_Tyson_ It's a personnel carrier, but the point you made remains standing

Russians take a victory lap/joy ride in a captured US tank.

I think UK, EU agree to end the Ukraine war today, regardless of what Zelenskiy may want. 1. China’s REE export ban has disrupted US weapons production, always inefficient and slow anyway, so every missile and AD (air defence) interceptor used by Israel against Gaza, Lebanon, Syria, Yemen, and Iran is now effectively irreplaceable. 2. Israel AD nearly exhausted its interceptors in just 12 days of war with Iran. Many AD launchers were targeted in missile strikes, some malfunctioned, blew themselves up. Israel needs more AD before war with Iran resumes. Ukraine has already concentrated NATO AD for Israeli appropriation. 3. US and NATO bomb and missile stockpiles are low, depleted by 3.5 years of war in Ukraine and 100,000 tonnes of missiles and bombs dropped on Gaza concentration camp and Israeli attacks on Lebanon, Syria, Egypt, Yemen, and Iran. Ukraine munitions are needed for Israel. 4. Netanyahu wants to exterminate, secure Gaza and attack Iran again within weeks. Therefore he needs all AD and munitions stripped from Ukraine ASAP. 5. Netanyahu also intends to take and hold the entirety of the Levantine coast from Turkiye to Egypt for monopoly control of the East Med Pipeline project and shipment of gas to EU. 6. Earlier this month Netanyahu said he needs 250,000 more trained militants, more than Israel can recruit to IDF. Ukraine militias, paid and commanded by Pentagon since 2013 and widely deployed in Syria and Afghanistan until 2021, can fill that requirement. From today militias follow Pentagon orders again, deploying to secure Gaza, Lebanon, Syria coasts from Hamas and Hezbollah, etc. 7. NATO was conceived by the Dulles brothers to centralise European military command and foreign policy under US dominion. Today we will see exactly why and how that works. 8. The urgency is driven by internal Israeli divisions, so Likud coalition control of Knesset is threatened, and Bibi’s corruption trial may resume next month. Also, Netanyahu wants to attack Iran again before full stack Chinese detection, AD, and fighter jets secure Iranian airspace (6 months). 9. Finally, the Ukraine proxy war from 2013 to today was to take control of Crimean Basin gas and oil reserves. EU is deindustrialising and economically unviable without cheap Russian gas, so needs the Levantine gas. Otherwise bond markets could destabilise, bring down globally leveraged house of cards. 10. Russia has won the war on the Ukraine battlefield, advances along line of contact accelerating from January. Trump wants it shut down so he can move on to the next wars for oil and gas. Levantine coast and Iran for sure, probably Venezuela soon. Stripping Ukraine of munitions and AD achieves Russian 24 February 2022 objective of ‘demilitarisation’. Redeploying Nazi militias to Levant achieves objective of ‘denazification’. There it is. All neat and tidy.

@TonySeruga Why is it imminent? What changed

The CCP attack on Taiwan is imminent.

@alojoh @chamath He had a big stake in an energy company, can't remember which one, check the all in pod transcripts

@chamath How much did you lose?

One of the oddest things in the House budget bill was cutting the private market incentives in energy markets. 81% of incremental power generation will be crippled by that single stroke of the pen. How do we compete in AI and compete against China? They have an abundance of power. We are woefully behind and need MORE power immediately. It’s almost like these guys want us to lose to China.

@dmunjal @Kathleen_Tyson_ compared the volumes traded in the financial markets (including derivatives), how much treasuries germany has is not big... volumes are made in the trading markets. Don't get me wrong, i am bullish stablecoins. I expect the stock market to be tokenized using stables.

@MeTTaxa @Kathleen_Tyson_ Is it? cryptoslate.com/insights/tethe…

I'm sceptical USD stablecoins succeed. Think back to Facebook's Libra which had wide support from major financial institutions initially when it incorporated in Switzerland and proposed a basket currency. The US had a hissy fit, forced reincorporation in California, forced USD only stablecoin, forced 100% reserving. Facebook abandoned Libra as uneconomic, unviable. What's different now? As I read Bessent, the objective is to force US situs for stablecoins, US supervision and rules, 100% reserving with USTs. This creates more captive demand for USTs, but it's not clear it creates a viable stablecoin ecosystem. It's possible Bessent sees USD stablecoins as reinforcing US hegemony by giving individuals and SMEs globally access to UST-backed stablecoins with a phone app rather than a bank account. Governments in many smaller countries might see this as a threat rather than welcome the optionality. The existing lot of offshore stablecoins have sham reserves corrupted by insider assets, so aren't really game changers. Less than $220 Bn issuance after all these years. A rounding error in the scheme of things. From Grok: - Tether (USDT) was reported to have a market cap of $143.3 billion as of March 13, 2025. - USD Coin (USDC) was cited with a market cap of around $58.36 billion around the same time, though earlier figures from 2024 suggest it was closer to $33-58 billion depending on the source and date. - Other U.S. dollar stablecoins like USDS ($8.23 billion), Dai (DAI, ~$5.3 billion), and smaller players like First Digital USD (FDUSD) also contribute to the total.

@Kathleen_Tyson_ Just think about the fact that Stripe can and will decrease the cost of online payments with 1-2% just using USDT/USDC instead of MasterCard or Visa, even if they seem shady now, their auditing scrutiny will increase once they grow

@Kathleen_Tyson_ Of course it's a rounding error, it's nothing compared to the trillions running around every week in the financial markets. But considering the trajectory, and that the best proven utility out of all the cryptospehere are stablecoins, I wouldn't bet against them long term...

@Kathleen_Tyson_ They won't replace this type of job from the video, they will replace,at first, the types of jobs where a machine is not feasible, more dexterity/manipulation oriented. But once the cost drops, machine vs humanoid will be a trade-off, depending of volume and flexbility needed

I don’t understand the enthusiasm for humanoid robots. A combine harvester is 1000 times more productive.

@ThePythonQuant @dvassallo @bryan_johnson He's using the studies that are already there. Wtf are you talking about, what should he do?stop experimenting on himself, not you, himself? For what? So you won't say bad things about him? GFO

Antibiotics came out of research by a researcher who published his results which were peer reviewed: sure the result was unintended, but that’s research. Has Brian Johnson contributed anything, much less had any peer reviewed findings, much less had any results, to warrant his airtime? No. Even the negative results?

I don’t get the “disgust” towards @bryan_johnson. He seems to be putting his own skin in the game of others. He’s not going to live forever, but the experiments on himself might reveal something that helps others live longer or better. x.com/i/trending/187…