
Ye’s new banger “Nigga Heil Hitler.” The culture is most definitely changing. ✅
Mike Stirner
13.1K posts

@MikeStirner
Likes: AI, Tesla/FSD, frugal living, boycotting, accurately setting expectations || Hates: Anything relying on taxation, copyright, ads, clickbait, tipping

Ye’s new banger “Nigga Heil Hitler.” The culture is most definitely changing. ✅





Ye’s new banger “Nigga Heil Hitler.” The culture is most definitely changing. ✅







Minnesota State Sen. @ZaynabMMohamed: "Minnesota would not be able to survive or thrive without the Somali community here." 🤨 Largest pandemic fraud scheme in history. Dozens charged for joining ISIS. Roving street gangs. Social welfare pushed to the brink. Is that thriving?

i don’t eat/drink the following: - coffee (never had in my life) - alcohol - sparkling water - candy or really any sweets - energy drinks - fried foods - seafood (yes, that means no sushi) - pork - burgers - cookies or sugary pastries (esp. no icing) - soda - chips/snacks




This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins







Starship continues to simultaneously be the fastest path to returning humans to the surface of the Moon and a core enabler of the Artemis program’s goal to establish a permanent, sustainable presence on the lunar surface → #moon-and-beyond" target="_blank" rel="nofollow noopener">spacex.com/updates/#moon-…