Chris O'Brien

@EricTrump @jrpsaki @MSNOWNews Yeah, but also...

I intend to sue @jrpsaki and @MSNOWNews over the below clip. To be clear: • Contrary to her monolog and blatant lies, I have NEVER been on the board of ALT5 — not now, not ever. Any person with basic access to Google and willing to open a company’s annual report or proxy statements would know this. • I have had zero involvement in any merger discussions involving any public entity I do not run or control. • I have zero business interests in China. No properties, no investments, nothing! I joined this trip for one reason: as a loving son who adores my father and wouldn’t miss being by his side for this incredible moment. During the bilateral talks, @LaraLeaTrump and I went to the Great Wall of China. More to come… x.com/Emolclause/sta…

@steeve @Zai_org @zml_ai

Initial @Zai_org's DFlash implementation in @zml_ai (and soon in zml/llmd)

@FuManChuCaChu @SebJohnsonUK I'm not disagreeing.

@obrien @SebJohnsonUK Woah hang on a minute. We look down on NYC in York. It's a shithole compared to this city.

Just came back from a week in New York and anyone who thinks it is a better city than London needs to get their head checked: > Literally 0 pubs. I went in to what I thought was a pub, only to disover it was a jazz bar serving Korean food? Everyone knows that pies and thai food are the only acceptable cuisines in drinking establishments. > Only one park in the whole of New York and its not even a Royal Park. > Couldn't find a single building older than 400 years old. Not one castle. Literally where are they? Very strange. > No sun even when sunny. Buildings too tall and block out the light > Pizza is sold by the slice. I would say a big shout out to the pigeons of NYC. Those birds are HEALTHY. In Trafalgar Square there's one leg for every three pigeons.

@consequence Literally Bob Dylan since 1964. Why would he change now? That's the brand. If he came out and played the hits, people would be like, WTF?

Paul McCartney says fans deserve to hear the songs they paid for, which is why he's never fully embraced Bob Dylan's approach to rearranging classics or playing obscure tracks live. "I've been to see a couple of shows of Bob's, and I couldn't tell what song he was doing. Now that's a bit much, because I know his stuff. I get it if he doesn't want to do 'Mr. Tambourine Man.' Maybe he’s fed up with that, but I would like to hear it. And I've paid." consequence.net/2026/05/paul-m…

@tunguz Genocide-as-a-Service no longer the moat it used to be, I guess...

One tech company that I NEVER even considered applying to.

@BBlowave @SebJohnsonUK To be fair, we just call those people "Americans." :-)

@obrien @SebJohnsonUK Loads of them were religious nutters who wanted to be free to terrorise their women and children, away from the ‘restrictions’ of European law. Not that different to the ones who leave glorious American towns to go and rule in the barren Utah desert now.

The latest YC batch is lit 🔥🔥🔥

@BBlowave @SebJohnsonUK Nope never been. Must be great for all those people to get on a wooden ship and float halfway around the world to live literally anywhere else. :-)

@obrien @SebJohnsonUK York?! You’ve obviously never been.

@haridigresses Genius. Also, literally the entire dot-com economy of 99-2000.

In case you're wondering, this is the stage of the market we're at.

the misinformation campaign against data centers is working. You really have to hand it to the anti-AI forces, who just layered on one lie after another to whip up this panic. No matter how many times we debunk them, their lies just keep spreading.

@alexisohanian Amazing that it took Marvel so long to come around on that.

Jon Bernthal IS Frank Castle.

@NinaDSchick Yeah, industry is doing a fine job of making people across the political spectrum hate them. That's why there are 300 bills like this.

The Intelligence Revolution is the biggest economic opportunity for Americans, but people who think a billion dollars can’t be ‘earned’ want to make sure that this opportunity is not realised.

Silicon Valley wants to obsess about how @AOC or @BernieSanders or China are leading some leftist plot against data centers. But honestly, all they need to do is get out of the way. The industry is doing a fine job of building a bipartisan coalition against itself.

@berner_my Sorta, but not really. Ya gotta stop doing this.

@obrien For example, SK Hynix is booming cuz of AI and gave their 35K workers a $400K bonus with larger ones guaranteed as the company sets record profits. Our booming companies are literally cutting tens of thousands of workers.

Truly amazing to see how badly Silicon Valley has lost the plot on this. I've never seen anything like it in 30 years of covering tech.

Honestly, it feels like the Chinese government may actually be funding the very worst people to build these things in order to self-sabotage American data centers.

Our S-1 teardown of @cerebras Systems ($CBRS), the wafer-scale AI chip company, was released to Institutional clients earlier this week. Our Single Points of Failure analysis identified 9 risks that we score on a scale of 0–5 in two categories: 🔴 "Meteoric Impact" Risks — 6 These are critical dependencies where the failure of one component could catastrophically undermine Cerebras’ investment thesis, regardless of success in other areas. 🟣 Diminishing Constraints — 3 Strategic threats from market evolution that could gradually erode competitive advantages through environmental shifts rather than catastrophic events. At the top of that list: Counterparty Concentration — 4.5 🔴 In FY2025, MBZUAI accounted for 62% of revenue and G42 for 24%. That's 86% concentration in two related UAE entities. MBZUAI alone is 77.9% of trade receivables at year-end 2025. The S-1 classifies G42 and MBZUAI as related parties. (I'll continue to share more of the analysis in the coming days.)

@villavec @teddyschleifer Kinda. Conservatives are angry about efforts to limit states' ability to make rules on this. So, not a lot of practical progress.

@obrien @teddyschleifer No AI regs so great?

NEW THIS MORNIG: The biggest donor in the 2026 midterms? Andreessen Horowitz. The firm has spent $115 million on politics this cycle, a never-before-seen investment by a venture capital firm to shape American politics, crypto and AI. Inside the strategy, at the link.

@berner_my I understand why they are spending all that money. But they are flushing it down the toilet. They are backing people who are making things worse at every turn. Just crazy.

@obrien This is why andreesen is spending the most in politics this cycle: they want to ram this down American throats no matter what. They have to: they’re so pot committed at levels of capital we’ve never seen, they have to have these everywhere

They may not have to choose!